tailtell 貼貼 · 居家寵物智慧系統 · 投資簡報tailtell · A SMART HOME SYSTEM FOR PETS · INVESTOR PRESENTATION
你不在家，也不會錯過牠Out of the house. Never out of the loop.
寵物陪我們約 12 年，平日醒著在一起卻只有 4 小時。tailtell 貼貼是一套圍繞家的寵物智慧系統：項圈與鏡頭是入口，AI 驅動的 App 是真正的產品，每隻寵物自己的社群帳號是擴散引擎。先拿下每天的情感連結，再用天天配戴累積的個別基準走向健康，趕在大廠之前；台灣先從室內貓家庭開始。Pets are with us about 12 years, yet on a weekday we share only 4 waking hours. tailtell is a smart system built around the home: the collar and camera are the way in, an AI-driven app is the real product, and each pet's own social accounts are the growth engine. We win the daily emotional bond first, then turn each pet's daily-wear baseline into early health signals, before larger players move in; Taiwan's indoor cat homes come first.
不只是穿戴裝置，而是一套圍繞家的系統NOT JUST A WEARABLE: A SYSTEM BUILT AROUND THE HOME
硬體 · 入口Hardware · the way in項圈加家用鏡頭，認得每一隻、精準到秒Collar and home camera that know each pet, to the second
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App · 真正的產品The app · the real productAI 讀懂行為、挑出時刻、用牠的口吻說話，並累積每一隻的健康基準；我們投入最多、打磨最細的地方AI reads behaviour, picks the moments, speaks in the pet's voice and builds each pet's health baseline; where we invest and polish most
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牠的社群 · 擴散引擎Its social accounts · the growth engine真實畫面為主，每 5 則穿插 1 則用飼主那個年紀懷舊梗做的 AI 趣味限動；投入不多，卻讓品牌自己擴散Mostly real footage, with 1 in every 5 Stories an AI-made meme pitched at the owner's own nostalgia; low cost, and it spreads the brand by itself
第二階段接上更多設備與夥伴：餵食器、貓砂盆、空調、獸醫院與寵物保險。Phase 2 plugs in more devices and partners: feeders, litter boxes, air-con, vet clinics and pet insurers.
關鍵機會KEY OPPORTUNITIES
平日一天：醒著在一起的只有 4 小時A weekday: only 4 waking hours together
4h
看不見的 20 小時20 unseen hours
- 情感是沒人佔的缺口：飼主第一年已為單一功能產品付 119 至 370 美元，但我們比較的 6 個對手中，沒有一個經營飼主離家時的情感連結。Emotion is the open gap: owners already pay US$119–370 in year one for single-function devices, yet none of the 6 leading rivals we compared serves the bond during time apart.各品牌官網與評測、我們的競品調查，2026 年 10 月brand sites and reviews, our competitor scan, Oct 2026
- 2000 年代懷舊正當紅：《時代》雜誌指出，當下的懷舊焦點「就是 2000 年代」；電子雞 2025 年 7 月累計出貨突破 1 億個，第四波熱潮由 20 至 30 多歲、懷念童年的女性帶動。牠的 AI 趣味限動就用這份懷舊。2000s nostalgia is back: TIME notes that today's nostalgia is focused on the 2000s, and Tamagotchi passed 100M units in July 2025, its fourth wave led by women in their 20s and 30s revisiting their childhood. The pet's AI meme Stories use exactly that nostalgia.《時代》雜誌，Judy Berman，2022 年 5 月；萬代南夢宮投資人通訊，2025TIME, Judy Berman, May 2022; Bandai Namco investor newsletter, 2025
- 出生率下滑、寵物市場上升：2025 年新生兒僅 107,812 人、犬貓登記超過 24 萬隻；寵物市場 815 億元、每年成長約 6%，每隻每年花費超過 3 萬元。Births fall as the pet market rises: 107,812 births in 2025 against 240,000+ pet registrations; a NT$81.5B pet market growing about 6% a year, with over NT$30K spent on each pet.內政部；聯合新聞網；台經院（經濟日報）Ministry of the Interior; UDN; TIER (Economic Daily News)
- 寵物不會說自己生病：約每 7 隻貓、每 10 隻狗就有 1 隻有心臟病；10 歲以上的貓 30–40% 有慢性腎病。早期訊號（睡覺時的呼吸、喝水量）就在家裡，只有天天配戴累積的個別基準看得出變化。Pets can't say when they're ill: about 1 in 7 cats and 1 in 10 dogs have heart disease, and 30–40% of cats over 10 have kidney disease. The early signs, breathing while asleep and drinking, show at home, and only a baseline built from daily wear can spot the change.Payne 等人，2015（貓心臟病）；Keene 等人，ACVIM 共識，2019（狗心臟病）；Sparkes 等人，ISFM 共識，2016（貓腎病）Payne et al., 2015 (cat heart); Keene et al., ACVIM consensus, 2019 (dog heart); Sparkes et al., ISFM consensus, 2016 (cat kidney)
主要風險KEY RISKS
- 最大風險：貓不願意戴項圈 → 不強迫，鏡頭可單獨使用；用教育、獎勵與拒戴貓的試用案例，讓飼主自己想讓牠戴上Biggest risk: cats refuse the collar → no hard sell, the camera works on its own; education, rewards and a beta case study of collar-refusing cats make owners want it
- 拒戴帶來大量退貨退款 → 只退項圈、保留鏡頭；練習項圈與前七天的 LINE 教學，撐過鑑賞期Refunds from cats that won't wear it → return the collar, keep the camera; a practice band and LINE tutorials carry owners through the 7-day cooling-off window
- 居家隱私與資料安全 → 發文前自動模糊住家細節、移除定位、延遲發布；影像盡量在家中處理並全程加密Home privacy and data security → posts are screened to blur home details, stripped of location and delayed; video is processed at home where possible and encrypted throughout
- 大廠先動：Google Home Premium 與中華電信 Hami Cam AI 已推出每日寵物摘要 → 差異放在 App 體驗、項圈資料、認得每一隻與寵物帳號Big players move first: Google Home Premium and Chunghwa's Hami Cam AI already ship daily pet summaries → we compete on the app experience, collar data, per-pet identity and the pet's accounts各公司產品頁，2026 年 10 月company product pages, Oct 2026
- 飼主不會每天打開 → 關卡一先用人工剪片驗證Owners won't open it daily → tested with hand-cut clips at Gate 1
- 健康功能被視為醫療宣稱 → 只描述趨勢、不診斷Health features read as medical claims → describe trends, never diagnose
挑戰CHALLENGES
- 技術負責人尚未到位，是時程的最大變數No technical lead yet: the biggest schedule variable
- 市售鏡頭可能取不到影像；實驗室準確度未必能在真實家庭重現Retail cameras may block video access, and lab accuracy may not hold in real homes
- 台灣寵物科技募資規模小，多在 120 萬元以下Taiwan pet-tech crowdfunding is small, mostly under NT$1.2M嘖嘖專案頁zeczec campaign pages
分階段上市路線PHASED PLAN TO LAUNCH
第一階段 · 室內寵物Phase 1 · Indoor pets2026/11–2028/04
- 規劃：設立、計畫、上市策略Plan: entity, programme, go-to-market關卡一Gate 1
- 產品開發：原型與概念驗證Build: prototype and proof of concept關卡二、三Gates 2–3
- 商業化：募資、首批出貨、電商Commercialise: campaign, first shipments, online retail
第二階段 · 擴大規模Phase 2 · Scale up2028/05 起From May 2028
- 規劃：種子輪募資、戶外與醫療範疇Plan: seed round, outdoor and health scope
- 研發與測試：戶外、健康趨勢R&D and testing: outdoor, health trends上市與否Go/no-go
- 升級與擴充：新產品線、海外Upgrade and expand: new lines, overseas
資金 $X 依關卡分筆撥付，每道關卡都是「繼續、調整或停止」的決定。Funding of $X is released gate by gate; each gate is a decision to continue, adjust or stop.
完整路線圖 →Full roadmap →
章節導覽JUMP TO A SECTION
時間說明：所有時間點都以 2026 年 11 月作為啟動後的第一個月推算；若啟動延後，其餘時間點依延後的月數一併順延。On dates: every date treats November 2026 as month 1. If the start moves, every other date shifts by the same number of months.
01 · 承諾01 · THE PROMISE
毛孩陪我們只有大約 12 年，平日醒著在一起的時間卻只有 4 小時Our fur children are with us for only about 12 years, yet on a weekday we share just 4 waking hours with them
貓的平均壽命AVERAGE CAT LIFESPAN11.7 年11.7 years約 4,270 天about 4,270 days
狗的平均壽命AVERAGE DOG LIFESPAN11.2 年11.2 years約 4,090 天about 4,090 days
牠們的一生，只是我們人生的一小段。每一天沒看見的，都不會再回來；所以我們更該好好照顧毛孩。Their whole life is a short stretch of ours. Every day we miss is one we don't get back, which is why our fur children deserve to be looked after properly.
來源：英國皇家獸醫學院與中興大學，《貓科醫學與外科期刊》，2024（7,936 隻貓）；英國皇家獸醫學院與台灣大學，《Scientific Reports》，2022（30,563 隻狗）。Sources: Royal Veterinary College with National Chung Hsing University, Journal of Feline Medicine and Surgery, 2024 (7,936 cats); Royal Veterinary College with National Taiwan University, Scientific Reports, 2022 (30,563 dogs).
平日一天裡，飼主醒著和寵物在一起的時間A weekday: waking time the owner spends with the pet
在一起 4 小時Together 4 h
看不見的 20 小時：上班、通勤、睡覺20 unseen hours: work, commute, sleep
「平日 4 小時」是扣掉睡眠、上班與通勤後的估算，需求驗證時會用試用家庭問卷取得我們自己的數字。"4 hours" estimates waking time together after sleep, work and commuting; we will measure our own figure with beta households.
情感EMOTION錯過牠的一天You miss its day在門口等了多久、半夜暴衝、誰打翻東西、兩隻處得好不好，飼主都看不到How long it waited at the door, 3 a.m. zoomies, who knocked it over, whether two pets get along: owners see none of it
健康HEALTH看不見的早期訊號Early signs go unseen睡覺時的呼吸、喝水量、活動量悄悄改變，往往要到看獸醫才發現；在窗邊、陽台停留的風險也一樣Breathing while asleep, drinking and activity change quietly and are often caught only at the vet; so are risks like time at windows and balconies
產品PRODUCTS每個產品只看到一塊Each product sees one piece鏡頭、項圈、餵食器各做一件事；鏡頭要看到臉才分得出是哪一隻，鏡頭外完全沒有紀錄Cameras, collars and feeders each do one job; cameras need a face to tell pets apart and record nothing off-camera
所以：飼主需要的不是再多一個裝置，而是一套把三件事接起來的系統：AI 讀懂牠的一天，把重要時刻與健康變化主動送到飼主手上。把「我得去看看牠」變成「牠有東西要給我看」。So what: owners don't need another device; they need one system that joins all three, with AI that reads the pet's day and pushes the moments and health changes that matter to them. It turns "I should check on my pet" into "my pet has something to show me".
我們的承諾OUR PROMISE
我們把那 20 小時還給你。你和牠的 12 年，一天也不少。We give you back those 20 hours. Your twelve years together, not a day less.
02 · 我們做的是什麼02 · WHAT WE BUILD
一套圍繞家的寵物智慧系統：硬體是入口，App 是真正的產品，牠的帳號是擴散引擎A smart system built around the home: hardware is the way in, the app is the real product, the pet's accounts are the growth engine
硬體 · 入口Hardware · the way in約 10 公克的感測項圈（加速度計、氣壓計、藍牙、安全分離扣）加 2K 可轉向鏡頭，認得每一隻、精準到秒；用成熟元件，不在規格上競爭A ~10 g sensor collar (accelerometer, barometer, Bluetooth, breakaway buckle) and a 2K pan-tilt camera that know each pet, to the second; proven parts, no spec race硬體細節 →Hardware detail →
App · 真正的產品The app · the real product讀懂行為、挑出值得看的時刻、用牠的口吻說話，並把睡眠呼吸、喝水與活動累積成每一隻的健康基準；硬體會被追上，這一層很難Reads behaviour, picks the moments worth seeing, speaks in the pet's voice, and turns sleeping breath, drinking and activity into each pet's health baseline; hardware gets copied, this layer doesn'tApp 細節 →App detail →
牠的帳號 · 擴散引擎Its accounts · the growth engine每隻寵物有自己的 IG、Threads、TikTok 帳號，以真實畫面為主、每 5 則穿插 1 則 AI 趣味限動，還會主動用 LINE 傳訊息給你：像電子雞，但養的是真的牠；投入不多，每則貼文都是廣告Each pet has its own Instagram, Threads and TikTok accounts, mostly real footage with 1 in 5 Stories an AI-made meme, and the pet messages you first on LINE: a Tamagotchi, but the pet is real; low cost, and every post is an ad擴散引擎 →Growth engine →
第二階段接上更多設備與夥伴：餵食器、貓砂盆、空調、獸醫院與寵物保險，讓同一套 AI 成為家裡的寵物平台。Phase 2 plugs in more devices and partners (feeders, litter boxes, air-con, vet clinics and pet insurers), so the same AI becomes the pet platform for the home.
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第一階段為什麼從台灣的室內貓家庭開始Why Phase One starts with Taiwan's indoor cat homes
先做台灣、先做室內：家裡最看得見牠，也最能建立健康基準。貓幾乎都在室內、養貓家庭的消費集中在家裡；小型室內犬是同一套系統的第二個用戶。系統不綁單一物種。Taiwan first, indoors first: home is where we can see pets every day and build their health baseline. Cats live almost entirely indoors and cat homes spend inside the home; small indoor dogs are the same system's second user. The system is not tied to one species.
1先做台灣Taiwan first市場小而密集、單一語言；法規路徑清楚（NCC、個資法）；通路與 KOL 人脈是我們的在地優勢Compact, dense, one language; a clear regulatory path (NCC, privacy law); our channels and KOL network are the local edge
2室內是可控的環境Indoors is controlled一個項圈加一兩台鏡頭就能涵蓋整個家；天天配戴，才能累積每一隻的健康基準One collar and one or two cameras cover the home, and daily wear builds each pet's health baseline
3情感與懷舊Emotion and nostalgia飼主要的是不在家也和牠在一起；20 至 30 多歲的都會飼主，正是電子雞懷舊熱潮的那一代Owners want to be with their pet while away; urban owners in their 20s and 30s are the generation behind the Tamagotchi revival
→主要用戶：室內貓家庭，其次小型犬Primary users: indoor cat homes, then small dogs大部分時間待在家裡的寵物；多寵物家庭最需要「認得每一隻」The pets that spend most of their day at home; multi-pet homes need us to tell each one apart
貓兩年增加 33%，2025 年首次超過狗Cats grew 33% in two years and overtook dogs in 2025
台灣家貓與家犬，百萬隻Pet cats and dogs in Taiwan, millions
2023 年數字由 114 年調查的兩年變化回推。來源：農業部 114 年家犬貓數量調查。2023 figures are back-calculated from the 2025 survey's two-year change. Source: Ministry of Agriculture 2025 pet survey.
消費集中在家裡，而且偏向貓Spending happens at home, and it leans to cats
momo 貓狗用品銷量比Cat vs dog product sales on momo
貓 60%Cats 60%
狗 40%Dogs 40%
貓用品成長較快。來源：IEAT 通路整理。Cat products are growing faster. Source: IEAT channel research.
目標客群Target customer
- 都會集合住宅的多寵物家庭，常是單身或雙薪；農業部指出，都會小坪數的單身族覺得貓比較好養Multi-pet homes in urban apartments, often single or dual-income; the Ministry of Agriculture notes that single people in small city homes find cats easier to keep
- 養兩隻貓以上的家庭在增加；一戶可能買好幾個項圈Homes with two or more cats are growing; one home may buy several collars
- 小型犬是同一套系統的第二個用戶：養狗家庭仍略多於養貓家庭，App 原型已支援。官方調查沒有依體型分類，小型犬的比例會在試用期間自行量測。Small dogs are the system's second user: dog-owning homes still slightly outnumber cat homes, and the app prototype already supports dogs. Official surveys don't split dogs by size, so we will measure the small-dog share in the beta.
來源：農業部 114 年家犬貓數量調查（中央社，2026 年 4 月）。Source: Ministry of Agriculture 2025 pet survey (CNA, April 2026).
03 · 硬體：入口03 · HARDWARE: THE WAY IN
項圈與鏡頭：用成熟元件進到家裡，認得每一隻、精準到秒Collar and camera: proven parts that get us into the home and know each pet, to the second
示意圖CONCEPT
感測項圈Sensor collar
- 重量Weight
- 目標約 10 公克Target about 10 g
- 感測Sensors
- 加速度計、氣壓計、藍牙Accelerometer, barometer, Bluetooth
- 安全Safety
- 安全分離扣Breakaway buckle
- 元件成本Parts cost
- 項圈元件約 5.5 至 12 美元Collar parts about USD 5.50 to 12
示意圖CONCEPT
家用攝影機Home camera
- 畫面Video
- 2K、可轉向2K, pan and tilt
- 角色Role
- 錄影、辨識區域、收項圈訊號Records, maps rooms, hears the collars
- 第一版First version
- 先用市售成品驗證Validate with an off-the-shelf camera
- 參考價Reference
- 同級市售品約 65 美元Comparable retail about USD 65
硬體用成熟元件，目標是穩定、好戴、好裝；差異放在 AI 軟體與牠的帳號。產品圖為概念示意，外觀待工業設計與代工廠打樣後確定。Hardware uses proven parts and aims to be reliable, comfortable and easy to set up; our difference lives in the AI software and the accounts. Drawings are concepts; final look comes after industrial design and factory samples.
所以：項圈補上鏡頭欠缺的「哪一隻」與「精確時間」，鏡頭補上項圈看不到的畫面；兩者合在一起，AI 才能自動挑出時刻、累積健康基準。So what: the collar supplies what cameras lack, which pet and exactly when, and the camera supplies the picture the collar can't; together they let the AI pick moments and build each pet's health baseline automatically.
04 · App：真正的產品（AI 驅動）04 · THE APP: THE REAL PRODUCT (AI-DRIVEN)
AI 把牠的一天整理成一兩秒就看懂的畫面，而且越用越懂牠AI turns the pet's day into something you grasp in a second or two, and knows it better every day
1項圈感測Collar senses動作、跳躍、位置；認出是哪一隻Movement, jumps, location; knows which pet
2鏡頭錄影Camera records保留事件前後片段Keeps the seconds around each event
3AI 讀懂牠的一天AI reads the day挑出時刻、用牠的口吻寫字、追蹤健康趨勢Picks the moments, writes in the pet's voice, tracks health trends
4App、社群、LINEApp, social, LINE打開一兩秒就有東西看；不打開，牠也會來找你Something to see in seconds; if you don't open it, your pet finds you
左右滑動看 App 畫面；完整 App 可在中間的手機直接操作Swipe through the app screens; the full app runs in the phone in the middle
開場Opening牠的形象與招牌動作輪播，接著直接播今天還沒看過的精選Its likeness and signature moves, then straight into today's unwatched highlights
首頁Home牠現在在做什麼、今天的精選；一鍵切換貓和狗What your pet is doing, today's highlights; switch cat and dog in one tap
訊息Messages依牠今天真的做過的事寫成，也會傳到 LINEWritten from what it really did today, also sent to LINE
牠的帳號Its accounts待發片段一鍵確認、誰看得到One-tap approval, who can see
分析Insights狗狗木九九：和同齡狗比、和牠平常比Moomoo the dog: vs dogs its age and its own usual
居家Rooms最愛角落、注意區域、停留時間與提醒Favourite spots, watch areas, dwell time and alerts
新增毛孩Add a pet名字、照片、配對項圈，三步完成Name, photos, collar pairing in three steps
每個數字都拿來比：和同齡的牠們比，也和牠自己比Every number is compared: with peers the same age, and with the pet itself
睡眠、活動、玩耍、窗邊時間、進食、夜間活動，每一項都和同種同齡的分布、和牠過去 30 天的平常比較，再寫成一段讀得懂的每日解讀。用戶越多，比較越準，後來者沒有資料就做不出同樣的比較。Sleep, activity, play, window time, meals and night activity are each compared with the same species at the same age and with the pet's own past 30 days, then written as one readable daily summary. More users make comparisons sharper, and a newcomer without the data cannot match them.
更多用戶More users→
更準的比較Sharper comparisons→
更常打開與分享More opens and shares→
帶來更多用戶More new users
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打開 App 的第一眼：牠的形象與招牌動作The first thing you see: its likeness and signature moves
不是開機畫面，是每天跟牠打招呼的那一刻。Not a loading screen: it's the moment you say hello every day.
1牠的形象與招牌動作Likeness and signature moves每天第一次打開，輪播牠最常做的 3 個動作，約 4 秒，點一下就跳過；之後再開只閃 1 秒On the first open of the day, its three most frequent moves play for about 4 seconds, tap to skip; later opens show it for 1 second
2直接播還沒看過的精選Straight into unwatched highlights直式全螢幕，像限動一樣左右滑；從今天最新的開始Full-screen and vertical, swiped like Stories, starting with today's newest
3看完回首頁Then home沒有新的精選就直接到首頁If nothing is new, it opens on Home
- 招牌動作來自牠過去 30 天最常出現的真實片段，例如麻糬伸懶腰、木九九在門口等你；形象是鏡子，不是演員Signature moves come from its most frequent real clips over the past 30 days, like Mochi's stretch or Moomoo waiting at the door; the likeness is a mirror, not an actor
- 家裡有兩隻以上時，先播有最新精選的那一隻With more than one pet, the one with the newest highlight goes first
- 「我的」頁可以看每一隻的形象：陪你第幾天、學會了幾個招牌動作The Me page shows each pet's likeness: days together and signature moves learned
越養越像牠The longer you're together, the more it's them開箱時用照片和影片建立牠的影像，之後用真實畫面與習慣（作息、最愛位置、睡姿）讓它越來越像本尊。告別之後，飼主可以自己決定是否永久保留作為紀念，資料屬於飼主、可匯出。At setup, photos and video create its likeness; real footage and habits (routine, favourite spots, sleeping poses) make it more like the real pet over time. After goodbye, owners choose whether to keep it as a memorial; the data is theirs and exportable.
影像存放於台灣或日本機房，不使用中國雲平台。產品外觀待工業設計與代工廠打樣後確定。Video is stored in Taiwan or Japan, not on Chinese cloud platforms. Final hardware design follows industrial design and factory samples.
05 · 牠會找到你：擴散引擎05 · IT FINDS YOU: THE GROWTH ENGINE
別人給你一個 App 去看牠；我們讓牠出現在你每天打開的每一個地方Others give you an app to check on your pet; we put your pet everywhere you already look
為什麼讓牠「開口說話」：不是噱頭，每一句都來自真實資料Why the pet "talks": not a gimmick, every line comes from real data
飼主會讀、會回應「牠」說的話，遠多於一張圖表。所以我們把項圈與鏡頭收到的真實數據，翻譯成牠的口吻：讓飼主覺得牠真的在跟自己說話，同時拿到行為、健康、異常與安全的洞察。Owners read and respond to their pet far more readily than to a chart. So we translate real collar and camera data into the pet's voice: owners feel their pet is actually talking to them, and they get insights on behaviour, health, issues and safety.
| 洞察Insight | 真實資料Real data | 牠說的話What the pet says | 背後的意義What it means |
|---|---|---|---|
| 行為BEHAVIOUR | 項圈：在門口區域停留 12 分鐘Collar: 12 minutes in the door zone | 「我已經在門口等 12 分鐘了，你要回家了沒？」"I've been at the door for 12 minutes. Are you coming home?" | 等門與分離的作息Waiting and separation routine |
| 健康HEALTH | 鏡頭＋項圈：睡眠呼吸高於牠自己的基準Camera + collar: sleeping breath above its own baseline | 「我今天睡覺時呼吸比平常快一點，可以多看看我嗎？」"I've been breathing a little faster in my sleep tonight. Keep an eye on me?" | 心臟病的早期訊號之一One early sign of heart disease |
| 異常ISSUES | 項圈：今天進貓砂盆的次數是平常的 3 倍Collar: three times its usual litter-box visits today | 「我今天一直跑廁所，好像不太舒服。」"I keep going to the litter box today. I don't feel quite right." | 可能的泌尿道問題，公貓阻塞是急症A possible urinary problem; blockage in males is an emergency |
| 安全SAFETY | 項圈＋鏡頭：在陽台邊緣停留 5 分鐘Collar + camera: five minutes on the balcony edge | 「我剛剛在陽台邊待了 5 分鐘喔。」"I just spent five minutes on the balcony edge." | 高樓墜落風險Fall risk |
原則：沒有資料就不說話；只描述變化、不做診斷；健康與安全訊息一律附上原始片段與數據，讓飼主自己判斷或帶去給獸醫。The rules: no data, no message; describe change, never diagnose; every health and safety message comes with the original clip and numbers, so owners can judge for themselves or take them to the vet.
| 時間Time | 你在哪Where you are | 牠做了什麼What your pet does |
|---|---|---|
| 08:20 | 通勤滑限動Stories on the commute | 刷到牠在窗邊伸懶腰There it is, stretching by the window |
| 12:30 | LINE | 「我吃飯了喔，今天吃得比平常快。」"I ate! Faster than usual today." |
| 17:40 | LINE | 「我已經在門口等 12 分鐘了，你要回家了沒？」"I've been at the door for 12 minutes. Are you coming home?" |
| 21:00 | 家人滑到 ReelsFamily sees a Reel | 今天的搗亂集錦，配上熱門音樂Today's mischief, set to a trending song |
| 22:30 | LINE | 「我今天睡覺時呼吸比平常快一點，可以多看看我嗎？」"I've been breathing a little faster in my sleep tonight. Keep an eye on me?" |
兩個飛輪，一起轉Two flywheels turning together
牠的貼文Pet's posts→親友看到、按讚Friends see and like→自介連結帶來新用戶Bio link brings new users→更多貼文More posts
更多用戶More users→更準的同齡比較Sharper peer comparisons→更常打開與分享More opens and shares→更多用戶More users
✦
AI 趣味限動：用飼主那個年紀的梗AI meme Stories, pitched at the owner's age
真實畫面帶來信任，生成內容是讓親友想轉發的那一下。Real footage earns trust; the generated ones are what friends share.
每 5 則以上真實限動，穿插 1 則 AI 趣味限動One AI Story for every five or more real ones
真實Real真實Real真實Real真實Real真實RealAI
- 飼主的出生年份推算年紀，AI 找出這個年紀最有共鳴的懷舊梗，用牠的臉和身形做成限動The owner's birth year gives an age; AI picks the nostalgia memes that age loves most and builds a Story with the pet's own face and shape
- 同一個梗可以有不同尺度：飼主在 App 選擇風格、勾選不希望出現的元素，發布前再一鍵確認The same meme can be played at different levels: owners pick a style in the app, tick anything they never want to see, and approve each post in one tap
- 我們同時守住品牌形象與各平台的規範；上 IG 時標示 AI 生成Throughout, we keep to our brand image and each platform's rules; posts carry an AI label on Instagram
- 居家隱私：發布前模糊門牌、包裹標籤、文件、螢幕與窗外景色；移除定位、隨機延遲發布；飼主可設定永不入鏡的區域Home privacy: house numbers, parcel labels, documents, screens and window views are blurred before posting; location is stripped and posts are randomly delayed; owners can set areas that are never shown
- 成本：每隻每月約新台幣 30 至 75 元（每天 1 張、含重生成），和 LINE 訊息同一量級；先做靜態圖，影片之後再評估Cost: about NT$30–75 per pet a month (one a day, retries included), the same order as LINE messaging; still images first, video later
同一個梗，兩條路線One meme, two directions
- 原味版：最貼近網路梗本來的樣子，話題性和轉發力最強。The raw take: closest to how the meme lives online, with the most buzz and shares.
- 安心版：同樣的笑點，換成誰看了都舒服的元素，適合給長輩和同事看到的帳號。The easy-going take: the same joke with elements anyone is comfortable with, for accounts parents and colleagues follow.
- 由主人決定：我們兩條路都想過，不替用戶一刀切。主人在 App 選擇風格，也可以勾選不希望出現的元素，例如裸露、槍械、菸酒；品牌形象的安全由我們把關。Owners decide: we have thought through both paths and don't make one call for everyone. Owners choose the style in the app and can tick anything they never want, such as nudity, firearms, tobacco and alcohol; we look after the brand's safety.
生日屬個資，只收出生年份。待驗證：IG 對 AI 生成限動的觸及與標示規則、1:5 是否明顯提高親友互動、兩種風格各自的互動率與飼主選擇比例。成本依 Imagen 4、GPT Image 2026 年公開價格估算。Birthdays are personal data, so we only collect the year. To verify: Instagram reach and labelling for AI Stories, whether 1:5 lifts friend engagement, and engagement for each style and how owners choose between them. Costs estimated from 2026 public Imagen 4 and GPT Image pricing.
所以：帳號用的是 App 本來就在產生的片段，邊際成本很低；內容是真實發生的事，只會生成內容的對手做不到。平台只是出口，任何一個改規則，牠在其他平台與我們的 App 照樣在。So what: The accounts reuse clips the app already makes, so the marginal cost is low, and the posts show what really happened, which content-generating rivals can't. Platforms are only outlets; if one changes its rules, the pet lives on elsewhere and in our app.
06 · 市場06 · MARKET
台灣寵物經濟逆著出生率成長，情感與懷舊的需求還沒有人接住；健康是下一步Taiwan's pet economy is growing against the birth trend; nobody yet serves the emotion and nostalgia, and health comes next
A
出生率下滑、寵物市場上升Births fall as the pet market rises
寵物正在接手原本給孩子的支出與陪伴。Pets are taking over the spending and companionship that used to go to children.
新生兒十年減半，犬貓登記已是新生兒的兩倍多Births halved in ten years; pet registrations are now more than double births
台灣，人／隻Taiwan, people or animals
2025 犬貓登記2025 pet registrations
240K+
2015 新生兒2015 births
~214K
2025 新生兒2025 births
107,812
來源：內政部（中央社）；聯合新聞網。Sources: Ministry of the Interior (CNA); UDN.
寵物市場 815 億元，每年成長約 6%A NT$81.5B pet market growing about 6% a year
台灣寵物市場規模，新台幣億元Taiwan pet market, NT$ billion
2025
815 億81.5B
約 2028~2028
千億100B
每隻每年花費SPEND PER PET A YEAR3 萬元+NT$30K+
寵物用品業者PET BUSINESSES6,825年增 3.3%+3.3% a year
全球寵物穿戴GLOBAL PET WEARABLES38 億美元US$3.8B2026
來源：台經院（經濟日報）；財政部資料（聯合新聞網）；Grand View Research。Sources: TIER (Economic Daily News); Ministry of Finance data (UDN); Grand View Research.
B
情感是沒人佔的缺口Emotion is the open gap
飼主已經在付錢，但買到的是功能，不是和牠的連結。Owners already pay, but they buy a function, not a connection with their pet.
第一年已付ALREADY PAID IN YEAR ONE119–370 美元US$119–370單一功能的寵物鏡頭、項圈或餵食器for a single-function pet camera, collar or feeder
經營情感的對手RIVALS SERVING THE BOND6 個中 0 個0 of 6沒有人在飼主離家時把寵物的一天帶回來none brings the pet's day back while the owner is away
平日看不見的時間UNSEEN EACH WEEKDAY約 20 小時~20 hours估算，待試用家庭驗證estimate, to measure with beta homes
來源：各品牌官網與評測、我們的競品調查，2026 年 10 月。競爭格局 →Sources: brand sites and reviews, our competitor scan, Oct 2026. Competition →
C
2000 年代懷舊正當紅2000s nostalgia is back
電子雞證明了「照顧一隻小寵物」能讓一個世代念念不忘；我們把這份懷舊用在真的寵物身上。Tamagotchi proved a generation never forgets caring for a little pet; we point that nostalgia at a real one.
電子雞累計出貨突破 1 億個，一半以上賣到日本以外Tamagotchi has shipped over 100M units, more than half outside Japan
累計出貨，百萬個Cumulative shipments, millions
上市 8 個月（日本）First 8 months (Japan)
10M
2025 年 7 月累計By July 2025
100M
第四波熱潮由 20 至 30 多歲、懷念童年的女性帶動，正是我們的核心飼主。來源：萬代南夢宮投資人通訊，2025。The fourth wave is led by women in their 20s and 30s revisiting their childhood, our core owner. Source: Bandai Namco investor newsletter, 2025.
「當下的懷舊……就是 2000 年代。」"One component of the current bad-taste aesthetic is nostalgia … right now that period is the 2000s."《時代》雜誌，Judy Berman，2022 年 5 月TIME, Judy Berman, May 2022我們怎麼用How we use it
- AI 用飼主選的口吻替寵物寫貼文與 LINE 訊息AI writes the pet's posts and LINE messages in a voice the owner picks
- 像電子雞一樣每天有東西看、想回來，但每一刻都是真的Like a Tamagotchi, there is something new every day, but every moment is real
D
台灣先驗證，更大的市場接著放大Taiwan proves it; larger markets scale it
多寵物家庭的成長在海外同樣發生，「認得每一隻」可以直接帶過去。Multi-pet homes are growing overseas too, so knowing each pet carries straight over.
日本的家貓家犬約是台灣的五倍Japan has about five times Taiwan's pet cats and dogs
家貓與家犬，百萬隻Pet cats and dogs, millions
台灣家貓Taiwan cats
1.74
台灣家犬Taiwan dogs
1.46
日本家貓Japan cats
8.84
日本家犬Japan dogs
6.82
貓Cats狗Dogs
來源：農業部 114 年調查；日本寵物食品協會 2025 年調查。Sources: Taiwan Ministry of Agriculture 2025 survey; Japan Pet Food Association 2025 survey.
美國：最大的市場United States: the largest market
寵物產業PET INDUSTRY1,580 億美元US$158B2025
養狗／養貓家庭DOG / CAT HOMES7,100／5,300 萬71M / 53M占全部家庭 53%／39%53% / 39% of homes
三隻貓以上家庭3+ CAT HOMES+45%2018 年以來since 2018
海外順序：香港、新加坡（2028 下半年）→ 日本（2029 年初）→ 美國（2029 年）。Overseas order: Hong Kong and Singapore (H2 2028) → Japan (early 2029) → United States (2029).
來源：美國寵物用品協會（APPA）2025 年調查。Source: American Pet Products Association (APPA) 2025 survey.
07 · 競爭格局07 · COMPETITION
飼主第一年已願意付 119 至 370 美元，但沒有一個對手在同一個平台上同時照顧情感、健康與懷舊Owners already pay US$119–370 in year one, yet no rival serves emotion, health and nostalgia in one platform
第一年花費（硬體＋12 個月訂閱，一隻寵物）Year-one cost (hardware + 12 months of subscription, one pet)
US$
0100200300400
Petcube Cam 360
119–191
Furbo 360° Cat
~138
Petlibro Scout
176–260
Catlog (JP)
195–267
Petlibro Granary 2
190–370
tailtell（硬體，待定價）tailtell (hardware, to price)
129–194
價格為 2026 年 10 月官網、評測或報導所列美元價。Litter-Robot 4 組合約 878 美元，超出圖表範圍。我們的區間為早鳥估算（以 1 美元兌 31 元換算），未含訂閱。US-dollar list, review or press prices as of October 2026. The Litter-Robot 4 bundle, about US$878, is off the scale. Our range is an early-bird estimate at NT$31 to the dollar, before subscription.
| 基礎：整個家、每一隻FOUNDATION: THE WHOLE HOME, EACH PET | 情感EMOTION | 懷舊NOSTALGIA | 健康HEALTH | ||
|---|---|---|---|---|---|
| 產品Product | 認得每一隻Knows each pet | 鏡頭外也有紀錄Records off-camera | 真實畫面精選Real-footage highlights | 主動出現在社群／LINEShows up in social / LINE | 長期健康基準Long-term health baseline |
| Petlibro Scout | 靠臉，最多 5 隻Face, up to 5 | ||||
| Furbo 360° Cat | 要看到臉Needs a face | ||||
| 中華電信 Hami Cam AIChunghwa Hami Cam AI | |||||
| Google Home Premium | 叫得出名字Knows names | ||||
| Catlog (JP) | 沒有影像No video | ||||
| PurrPurr (CN) | 生成影像Generated | ||||
| tailtell | 第一天開始累積Built from day one | ||||
有Yes部分Partly沒有No
所以：自動挑精彩片段已是標配，大平台（Google、中華電信）也在做每日摘要。我們贏在需要穿戴裝置加 AI 才做得到的事：認得每一隻、看得到鏡頭外（健康基準的前提），再用真實畫面經營情感，讓牠主動出現在社群與 LINE。So what: auto highlights are now standard, and big platforms (Google, Chunghwa Telecom) are adding daily summaries. We win on what only a wearable plus AI can do: know each pet and see beyond the frame, the foundation for a health baseline, then build the bond with real footage and put the pet in social feeds and LINE.
08 · 創新、技術與智慧財產08 · INNOVATION, TECHNOLOGY AND IP
創新與獲利都在軟體：先保護 AI 與資料，再用專利守住硬體的整合方法The innovation, and the money, is in the software: we protect the AI and data first, and use patents to lock in how the hardware joins up
1
軟體與 AI 擴散模式：主要的獲利來源Software and the AI growth model: where the money is made
語言與影像模型是現成的；創新在於把它們接上每一隻寵物的真實資料。The language and vision models are off the shelf; the innovation is in grounding them in each pet's real data.
| 創新Innovation | 做什麼、為什麼難抄What it does, and why it's hard to copy | 保護方式Protection |
|---|---|---|
| 從事件到故事From event to story | 感測事件觸發、挑出片段、AI 用牠的口吻寫成訊息；兩種感測的信心門檻都過了才說話（沒有資料就不說話）A sensor event triggers, a clip is picked, and the AI writes it in the pet's voice, only once both sensors clear a confidence threshold (no data, no message) | 發明專利Invention patent 營業秘密Trade secret |
| 自己與同齡的基準Baselines against itself and its peers | 睡眠呼吸、喝水、活動和牠自己的過去、和同齡的牠們比；健康警訊的引擎Sleeping breath, drinking and activity compared with its own history and same-age peers; the engine behind the health signals | 發明專利Invention patent 營業秘密Trade secret |
| 從行為長出的個性A personality built from behaviour | 牠的口吻依真實作息與行為調整，每一隻都不一樣The pet's voice is fitted to its real routine and behaviour, so every pet sounds like itself | 營業秘密Trade secret |
| 居家安全的自動發布Home-safe automatic posting | 多平台自動發文；拍到人的片段會被擋下，飼主一鍵確認；發布前自動模糊門牌、標籤與窗外景色，移除定位並延遲發布；前幾週每則都先確認Posts across platforms on its own; clips showing people are held back and owners approve with one tap; house numbers, labels and window views are blurred, location is stripped and posts are delayed; every post is approved in the first weeks | 營業秘密Trade secret |
| 有真實寵物的電子雞A Tamagotchi with a real pet | 每天的照顧習慣，加上越來越像本尊的動畫形象A daily care habit, plus an animated likeness that grows to resemble the real pet | 著作權／商標Copyright / trademark |
| 擴散迴圈與比較資料The growth loop and comparison data | 每則貼文帶品牌與連結；用戶越多，比較越準Every post carries our mark and a link; more users make every comparison sharper | 速度與資料Speed and data |
2
硬體整合：讓軟體拿得到別人拿不到的資料Hardware integration: giving the software data no one else has
元件是成熟的；專利保護的是項圈與鏡頭的接法。The parts are proven; patents protect how the collar and camera work together.
| 創新Innovation | 做什麼、為什麼難抄What it does, and why it's hard to copy | 保護方式Protection |
|---|---|---|
| 項圈觸發、鏡頭確認The collar triggers, the camera confirms | 項圈的身分與精確時間對上鏡頭畫面：不看臉也認得每一隻，鏡頭外也有紀錄；純鏡頭產品做不到Collar identity and exact timing matched to footage: each pet known without a face and recorded off-camera, which camera-only products can't do | 發明專利Invention patent |
| 事件驅動的鏡頭轉向Event-driven camera turning | 記住每個區域的角度，項圈事件發生時自動轉過去；尚未查到現成產品Remembers an angle per zone and turns there when a collar event fires; no existing product found | 發明專利Invention patent |
| 項圈與鏡頭外觀、安全分離扣Collar pod, camera form and breakaway buckle | 約 10 公克的項圈主體與可替換項圈帶；快速取得保護，防外觀抄襲The ~10 g collar pod and swappable bands; fast protection against look-alikes | 設計專利Design patent 新型專利Utility model |
營業秘密（軟體的主要保護）Trade secrets (the software's main protection)AI 提示與規則、個性模型、獸醫標註的資料集；以保密協議與權限控管保護AI prompting and rules, the personality model and the vet-labelled dataset, protected by NDAs and access controls
資料權利Data rights資料屬於飼主、可匯出；條款取得匿名彙總資料的使用同意，作為比較與研發基礎Owners own their data and can export it; terms secure consent to use anonymised aggregates for comparisons and R&D
專利Patents發明專利保護與感測結合的軟體方法與系統（20 年）；新型專利快速保護結構（10 年，只做形式審查）；設計專利保護外觀（15 年）Invention patents for software methods tied to the sensors and for the system (20 years); utility models for fast protection of the structure (10 years, formal examination only); design patents for the look (15 years)
著作權與商標Copyright and trademarks角色、動畫形象與品牌（tailtell 貼貼，上色的 ai 字樣連同中文名一起申請）；商標先台灣，再日本、美國Characters, animated likenesses and the brand (tailtell, filed as the coloured-ai wordmark with the Chinese name); trademarks in Taiwan first, then Japan and the US
純軟體與商業方法在台灣與多數國家都不易取得專利，除非結合技術效果（例如感測資料）；所以軟體的護城河主要是營業秘密、速度與資料。Pure software and business methods are hard to patent in Taiwan and most markets unless tied to a technical effect such as sensor data, so the software's moat is mainly trade secrets, speed and data.
智財路徑：對齊各階段與關卡IP pathway, aligned to the stages and gates
第一階段 · 步驟 1P1 · Stage 1
發明揭露紀錄、前案與自由實施（FTO）檢索、商標申請Invention disclosure log, prior-art and freedom-to-operate search, trademark filing所有合約先寫明智財歸屬公司；營業秘密制度上線：保密協議、權限控管、模型與資料版本紀錄Every contract assigns IP to the company; the trade-secret programme starts: NDAs, access controls, model and data version logs
第一階段 · 步驟 2P1 · Stage 2
試用與募資公開之前：台灣專利申請，軟體方法與硬體整合一起申請Before the beta and campaign go public: file the Taiwan patents, software methods together with the hardware integration公開展示會破壞新穎性，所以先申請再公開Public disclosure can destroy novelty, so we file first and show second
台灣申請後 12 個月內Within 12 months of the Taiwan filing
主張優先權，直接向日本、美國申請Claim priority and file directly in Japan and the US台灣不是 PCT 會員，無法用一份國際申請延伸到各國Taiwan is not a PCT member, so one international application can't extend the filing abroad
第二階段Phase 2
戶外與健康功能的新專利；醫療級功能另評估法規New patents for outdoor and health features; separate regulatory review for medical grade發明專利審查約 24 至 36 個月，越早申請越好Invention patents take about 24 to 36 months to examine, so earlier is better
補助：SBIR 自 2026 年起提供國內外專利申請支援。以上為規劃方向，申請範圍與時點以專利代理人意見為準。來源：Sterne Kessler《Patents and patentability: Taiwan》；科技新報（2019 年專利法修正，設計專利延長為 15 年）。Funding: from 2026, SBIR supports domestic and foreign patent filings. This is a planning direction; scope and timing follow a patent attorney's advice. Sources: Sterne Kessler, "Patents and patentability: Taiwan"; TechNews (2019 Patent Act amendment extending design patents to 15 years).
所以：硬體容易被抄，錢在軟體。護城河是三層疊起來的：營業秘密保護 AI 與資料、專利保護感測結合的方法，加上每多一位用戶就更準的比較資料。So what: hardware is easy to copy and the money is in the software. The moat is three layers: trade secrets on the AI and data, patents on the sensor-linked methods, and comparison data that gets sharper with every user.
09 · 商業模式09 · BUSINESS MODEL
硬體帶來用戶，AI 訂閱帶來獲利，照護與生態系拉高每戶營收Hardware brings users, the AI subscription brings profit, care and the ecosystem raise revenue per home
1硬體（一次性）Hardware (one-off)入門組：項圈＋鏡頭；多寵物家庭加購項圈；可換項圈帶Starter set: collar + camera; extra collars for multi-pet homes; swappable bands
2AI 訂閱（每戶）AI subscription (per home)免費：今日精選、安全警報（永遠免費）。付費：牠的多平台帳號、LINE 訊息、同齡比較、健康趨勢Free: today's highlights and safety alerts (always free). Paid: the pet's accounts, LINE messages, peer comparisons, health trends
3照護與預防Care and prevention依資料推薦防護網、飲水機等預防型產品；照護方案與獸醫連線（第二階段）Data-led prevention products such as guards and fountains; care plan with vet connection (Phase 2)
4生態系夥伴Ecosystem partners餵食器、貓砂盆、空調串接，獸醫院與寵物保險的合作分潤Revenue share from linked feeders, litter boxes and air-con, plus vet clinics and pet insurers
硬體贏得一個家，訂閱在牠一生中持續收入：收入組合會從硬體移向訂閱Hardware wins the home; the subscription earns over the pet's lifetime, so the revenue mix shifts from hardware to subscription
示意，非預測Illustrative, not a forecast
上市初期At launch
硬體Hardware
訂閱Sub.
留存建立後Once retention builds
硬體Hardware
訂閱Subscription
生態系成熟Ecosystem mature
硬體HW
訂閱Subscription
照護Care
硬體HardwareAI 訂閱AI subscription照護、預防與生態系夥伴Care, prevention and ecosystem partners
寵物平均陪伴約 12 年，一個家庭可以訂閱很多年，並隨著多養一隻加購項圈；每位用戶的營運成本低（雲端、LINE 每則約 0.2 元）。所以要看的關鍵指標是留存，而不是賣出幾組。A pet is with us about 12 years, so one household can subscribe for years and add collars as it adds pets, while running costs per user stay low (cloud, about NT$0.2 per LINE message). The metric that matters is retention, not sets sold.
硬體每組毛利約 45% 至 63%（早期估算）Hardware gross margin about 45% to 63% per set (early estimate)
每組項圈＋鏡頭，新台幣Per collar-and-camera set, NT$
早鳥 4,000Early-bird 4,00045%
2,200
1,800
早鳥 6,000Early-bird 6,00063%
2,200
3,800
單組成本（粗估，待代工報價）Unit cost (rough, pending factory quotes)毛利Gross margin
未含募資平台抽成、物流與退貨。項圈元件約 5.5 至 12 美元，鏡頭用公版或成品約 40 至 65 美元。Before platform fees, logistics and returns. Collar parts about US$5.50–12; camera as a reference board or finished unit about US$40–65.
訂閱的參考區間：對手每月 5 至 14 美元Subscription benchmark: rivals charge US$5 to 14 a month
每月，美元Per month, US$
Petcube
5.99–11.99
Furbo
6.99
Catlog（每隻）Catlog (per pet)
~14
tailtell（每戶）tailtell (per home)
待定價TO PRICE
多寵物家庭是缺口：Catlog 按隻收費，兩隻每月約 28 美元。我們以「每戶」定價。LINE 主動訊息每則約新台幣 0.2 元。Multi-pet homes are the gap: Catlog charges per pet, about US$28 a month for two. We price per household. LINE push messages cost about NT$0.2 each.
◎
未來生態系：三種進入家庭的方式，同一套軟體Future ecosystem: three ways into the home, one software layer
理想是鏡頭＋項圈；但不是每個家庭都願意被錄影，也不是每隻貓都願意戴項圈。兩種硬體都能單獨使用，就不會把任何一個市場擋在門外。The ideal is camera plus collar, but not every home will accept being recorded and not every cat will wear a collar. Because each device also works on its own, no market is shut out.
A · 鏡頭＋項圈Camera + collar理想組合The ideal適合誰Who it is for
多數家庭；我們主推的完整體驗Most homes; the full experience we lead with得到什麼What they get
精彩片段、認得每一隻、鏡頭外的紀錄、自己的健康基準與早期警訊Highlights, per-pet identity, off-camera records, its own health baselines and early warnings商業角色Role in the model
最高的訂閱價值與最長的留存；資料護城河的來源Highest subscription value and longest retention; the source of the data moat
多數家庭；我們主推的完整體驗Most homes; the full experience we lead with得到什麼What they get
精彩片段、認得每一隻、鏡頭外的紀錄、自己的健康基準與早期警訊Highlights, per-pet identity, off-camera records, its own health baselines and early warnings商業角色Role in the model
最高的訂閱價值與最長的留存；資料護城河的來源Highest subscription value and longest retention; the source of the data moat
B · 只用項圈Collar only隱私優先Privacy first適合誰Who it is for
無論如何都不願家裡被錄影的飼主Owners who won't have their home recorded at any cost得到什麼What they get
活動、作息、區域與健康趨勢；牠的訊息照樣傳到 LINE，家裡零影像Activity, routine, zones and health trends; the pet's messages still arrive on LINE, with zero video in the home商業角色Role in the model
打開注重隱私的族群；之後可隨時加購鏡頭Opens the privacy-conscious segment; a camera can be added any time
無論如何都不願家裡被錄影的飼主Owners who won't have their home recorded at any cost得到什麼What they get
活動、作息、區域與健康趨勢；牠的訊息照樣傳到 LINE，家裡零影像Activity, routine, zones and health trends; the pet's messages still arrive on LINE, with zero video in the home商業角色Role in the model
打開注重隱私的族群；之後可隨時加購鏡頭Opens the privacy-conscious segment; a camera can be added any time
C · 只用鏡頭Camera only不戴項圈的貓For cats that won't wear one適合誰Who it is for
從沒想試、或試過仍拒戴的貓Cats whose owners never want to try a collar, or that refuse after trying得到什麼What they get
精彩片段、安全警報、牠的口吻訊息，以及串接家中其他設備Highlights, safety alerts, messages in the pet's voice, and links to the home's other devices商業角色Role in the model
最大的入口，接住拒戴的市場；也是串接生態系的中心The widest entry point, catching the collar-refusing market; also the hub for integrations
從沒想試、或試過仍拒戴的貓Cats whose owners never want to try a collar, or that refuse after trying得到什麼What they get
精彩片段、安全警報、牠的口吻訊息，以及串接家中其他設備Highlights, safety alerts, messages in the pet's voice, and links to the home's other devices商業角色Role in the model
最大的入口，接住拒戴的市場；也是串接生態系的中心The widest entry point, catching the collar-refusing market; also the hub for integrations
生態系範例：讓掃地機器人懂得避開寵物Ecosystem example: a robot vacuum that understands the pet貓狗常會攻擊、弄壞掃地機器人，或被它嚇到。串接飼主家裡現有的機器人，我們的軟體決定何時、走哪條路線打掃。Cats and dogs often attack or damage robot vacuums, or are frightened by them. Pair the robot already in the home with our software, and we decide when to clean and which route to take.
1配對Pair連結家中現有的掃地機器人，不必換新Link the robot vacuum the home already has; no new hardware
2學習Learn鏡頭與項圈學會牠的作息、休息區，以及看到機器人時的緊張反應Camera and collar learn its routine, its resting spots and how stressed it gets around the robot
3排程與路線Schedule and route趁牠熟睡或在別的房間時出動，繞開牠的地盤Clean while it sleeps or is in another room, and route around its space
4結果Outcome機器人不被弄壞、寵物不焦慮；飼主多一個續訂的理由No damaged robots, no anxious pets, and one more reason to stay subscribed
同一個模式可延伸到其他設備：牠獨自在家又熱時開冷氣、依進食紀錄調整餵食器、依如廁次數提醒清貓砂。智慧家庭標準 Matter 已納入掃地機器人，串接門檻正在降低。The same pattern extends to other devices: turn on the air-con when the pet is home alone and hot, adjust the feeder from its eating record, flag the litter box from its visits. The Matter smart-home standard now covers robot vacuums, so integration is getting easier.Connectivity Standards Alliance，Matter 1.2（2023）Connectivity Standards Alliance, Matter 1.2 (2023)
項圈現在不可或缺；遙遠的未來才可能改變The collar stays: we need it now; dropping it is a distant possibility今天鏡頭還看不到、也量不到項圈提供的資料，而這些資料正是訓練 AI 的基礎。就像 Tesla 一開始同時用雷達、超音波感測器與鏡頭，累積多年資料與研發後才改為只用鏡頭；如果有一天我們的 AI 光靠鏡頭就能補上項圈的資料，項圈才可能改為選配。這是非常長期的可能性，不在目前的計畫裡。Today the camera cannot see or measure what the collar provides, and that collar data is what trains the AI. Tesla started with radar, ultrasonic sensors and cameras, and only moved to cameras alone after years of data and R&D. Likewise, only if our AI can one day recover the collar's data from the camera alone might the collar become optional. This is a very long-term possibility, not part of the current plan.
怎麼決定How we would decide看資料，不看感覺：鏡頭單獨能否準確重現項圈的健康與活動資料、只用鏡頭的家庭占比與留存、串接功能的使用率。在這之前，項圈都是核心。On data, not instinct: whether the camera alone can accurately reproduce the collar's health and activity data, the share and retention of camera-only homes, and how much integrations are used. Until then, the collar is core. 門檻待訂THRESHOLDS TO SET
重點：So what: 硬體是進門的方式，軟體才是產品。三種組合讓我們接住每一種家庭，串接生態系則讓 tailtell 從一個寵物裝置，變成家中所有設備都懂寵物的那一層。Hardware is how we get in the door; the software is the product. Three configurations catch every kind of home, and integrations turn tailtell from a pet device into the layer that makes every device in the home pet-aware.
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退場路徑：如果一切順利，tailtell 具備走向 IPO 的條件Exit pathway: if all goes well, tailtell has the profile of an IPO brand
IPO 是選項之一，不是承諾；是否上市、何時上市，最終由董事長決定。An IPO is one option, not a commitment; whether and when to list is ultimately the Chairman's decision.
1 · 經常性收入1 · Recurring revenue每戶訂閱、陪伴約 12 年；收入組合從一次性硬體移向訂閱。公開市場給經常性收入的評價，遠高於一次性硬體Per-household subscriptions over a pet's ~12 years; the mix shifts from one-off hardware to subscription. Public markets value recurring revenue well above one-off hardware
2 · 受保護的技術2 · Protected technology「從事件到故事」與感測融合的發明專利、營業秘密與商標，都在公開前申請；這些是公開說明書裡看得見的資產Invention patents on event-to-story and sensor fusion, plus trade secrets and trademarks, all filed before anything goes public: assets that show up in a prospectus
3 · 會複利的獨家資料3 · Proprietary data that compounds每個項圈都在累積睡眠呼吸、喝水、活動的長期基準，只用鏡頭的對手拿不到；資料越多 AI 越準，護城河越寬Every collar builds long-term baselines for sleeping breath, drinking and activity that camera-only rivals cannot collect; more data makes the AI better and the moat wider
4 · 平台，不是單一產品4 · A platform, not a gadget四條收入線：硬體、訂閱、照護、生態系（獸醫、保險、智慧家電）；成長不靠單一引擎Four revenue lines (hardware, subscription, care, and ecosystem partners such as vets, insurers and smart-home devices), so growth does not depend on one engine
5 · 從台灣複製到亞洲5 · Proven in Taiwan, repeatable in Asia先在台灣證明單位經濟，再複製到日本與區域市場；每位用戶的邊際成本低，規模越大毛利越好Prove the unit economics in Taiwan, then repeat in Japan and the region; low marginal cost per user means margins improve with scale
6 · 市場已有先例6 · Markets already price pet recurring spend公開市場已在為寵物的經常性支出定價，例如 Chewy 的 Autoship 自動訂購與 Trupanion 的寵物保險Public markets already price recurring pet spending, for example Chewy's Autoship and Trupanion's pet insurance
從試點到具備上市條件：每一步都對應計畫中的階段From pilot to listing-ready: each step maps to a phase of the plan示意，時程待討論Illustrative; timing for discussion
1第一階段：台灣驗證Phase 1: prove it in Taiwan需求、配戴、留存；專利與商標申請Demand, wear and retention; patents and trademarks filed
2第二階段：健康與區域Phase 2: health and the region健康基準、獸醫與保險夥伴；進入日本Health baselines, vet and insurer partners; enter Japan
3規模化Scale訂閱成為主要收入；專利取得；多市場營收Subscription becomes the main revenue; patents granted; revenue across markets
4上市準備Listing preparation會計師查核財報、獨立董事、內控制度；再由董事長決定是否上市Audited accounts, independent directors, internal controls; then the Chairman decides whether to list
| 上市前必須成立的條件What must be true before listing | 門檻Threshold |
|---|---|
| 訂閱占營收比重Subscription share of revenue | 待訂TO SET |
| 訂閱留存率Subscription retention | 待訂TO SET |
| 主要市場的專利取得Patents granted in key markets | 待訂TO SET |
| 台灣以外的營收Revenue outside Taiwan | 待訂TO SET |
| 連續數年經會計師查核的財報Several years of audited accounts | 依交易所規定Per exchange rules |
| 董事會、獨立董事與內控Board, independent directors and internal controls | 依交易所規定Per exchange rules |
| 退場選項Exit option | 適合的情況When it fits |
|---|---|
| IPO | 經常性收入與專利到位；台灣可走創新板（為尚未獲利但具潛力的公司設計）或興櫃再轉上櫃，之後可考慮區域市場Recurring revenue and patents in place; in Taiwan, the Taiwan Innovation Board (built for promising companies not yet profitable) or the emerging board then OTC, with a regional exchange later臺灣證券交易所，2025 年 10 月Taiwan Stock Exchange, Oct 2025 |
| 策略併購Strategic sale | 智慧家庭平台、寵物食品與照護集團或寵物保險公司，想取得資料與用戶Smart-home platforms, pet food and care groups or pet insurers that want the data and the users |
| 維持私有Stay private | 現金流穩定，股東選擇長期持有、分配盈餘Steady cash flow, and shareholders choose to hold and take dividends |
重點：So what: 經常性收入、專利技術與獨家寵物資料，正是公開市場看重的組合。我們從第一天就保留上市的可能：乾淨的股權結構、公開前先申請專利、查核過的帳。是否上市、何時上市，由董事長決定。Recurring revenue, patented technology and proprietary pet data are the combination public markets reward. We keep the IPO route open from day one with a clean cap table, patents filed before disclosure, and audit-ready accounts. Whether and when to list is the Chairman's call.
10 · 長線：健康與醫療10 · THE LONG ARC: HEALTH AND MEDICAL
第一階段不是放棄健康，是在替健康打地基：天天戴，才有每一隻自己的基準Phase 1 doesn't drop health; it lays the foundation, because only daily wear builds each pet's own baseline
醫療判斷要靠每一隻自己的長期基準，基準只能靠天天戴累積。這也是 Garmin 和 Apple 的路：Garmin 從 GPS 起家，2023 年才推出第一個 FDA 核可的手錶功能；Apple Watch 2015 年上市，2018 年才取得心電圖核可。我們從第一天就用影像收集資料，與獸醫合作標註，同時訓練 AI。Medical judgement needs each pet's own long-term baseline, which only daily wear builds. Garmin and Apple took the same path: Garmin began in GPS and launched its first FDA-cleared watch feature in 2023; Apple Watch launched in 2015 and won ECG clearance in 2018. From day one we collect video data, have vets label it, and train our AI.
A
寵物不會說自己生病Pets can't say when they're ill
常見疾病的早期訊號都在家裡，只有天天配戴累積的個別基準看得出變化。The early signs of common illnesses show at home, and only a baseline built from daily wear can spot the change.
貓狗最常見的慢性病，都有在家就看得到的早期訊號The most common chronic conditions in cats and dogs all have early signs visible at home
盛行率，%（各研究族群不同）Prevalence, % (study populations differ)
貓關節退化（6 歲+）Cat joint degeneration (6+)
61%
貓慢性腎病（10 歲+）Cat kidney disease (10+)
30–40%
貓心臟病Cat heart disease
~1 in 7
狗心臟病Dog heart disease
~1 in 10
貓Cats狗Dogs
來源：Payne 等人，《獸醫心臟學期刊》，2015（貓心臟病）；Keene 等人，ACVIM 共識指引，《獸醫內科學期刊》，2019（狗心臟病：一般門診約 10%）；Sparkes 等人，ISFM 共識指引，《貓科醫學與外科期刊》，2016（10 歲以上貓 30–40% 以上有慢性腎病）；Slingerland 等人，《獸醫期刊》，2011（6 歲以上貓 61% 至少一個關節有骨關節炎）。Sources: Payne et al., Journal of Veterinary Cardiology, 2015 (cat heart disease); Keene et al., ACVIM consensus guidelines, Journal of Veterinary Internal Medicine, 2019 (dog heart disease: about 10% of dogs in primary care); Sparkes et al., ISFM consensus guidelines, Journal of Feline Medicine and Surgery, 2016 (CKD in at least 30–40% of cats over 10); Slingerland et al., The Veterinary Journal, 2011 (61% of cats over 6 had osteoarthritis in at least one joint).
B
從陪伴走到醫療的四步Four steps from companionship to medical care
1第一階段Phase 1陪伴與行為；建立每一隻的基準Companionship and behaviour; builds each baseline
2A健康趨勢Health trends影像加獸醫標註；只描述變化Video plus vet labels; describes change only
2B獸醫連線Vet-connected分享紀錄給獸醫；照護方案；保險Share records with vets; care plan; insurers
2C醫療級第二代Medical-grade v2加生理感測；臨床驗證後申請Adds vital signs; clinical validation, then approvals
| 疾病或意外Condition or accident | 有多常見How common | 家中早期訊號Early sign at home | 今天的契合度Fit today |
|---|---|---|---|
| 關節退化Joint degeneration | 6 歲以上貓 61%61% of cats 6+ | 跳躍、奔跑變少Less jumping and running | 高High |
| 皮膚過敏、耳朵感染Skin allergies, ear infections | 美國狗看診前兩名Top two US dog visits | 抓癢、甩頭Scratching, head shaking | 高High |
| 貓慢性腎病Cat kidney disease | 10 歲以上 30–40%30–40% of cats 10+ | 喝多、尿多、變瘦More drinking, weight loss | 高High |
| 貓泌尿道阻塞Cat urinary blockage | 美國貓理賠第二名#2 US cat claim | 頻繁進貓砂盆Frequent litter trips | 高High |
| 嘔吐與腸胃不適Vomiting, stomach upset | 貓狗看診前五Top five visits | 嘔吐次數變多More vomiting | 高High |
| 貓高樓墜落Cats falling from height | 77% 在夏天77% in summer | 窗邊、陽台停留Time at windows, balconies | 高：第一階段就有High: in Phase 1 |
| 貓狗心臟病Cat and dog heart disease | 貓約 1/7、狗約 1/10Cats ~1 in 7, dogs ~1 in 10 | 睡眠呼吸變快Faster sleeping breathing | 中：需獸醫驗證Medium: needs vet validation |
| 狗中暑（戶外）Dog heatstroke (outdoor) | 74% 因熱天運動74% from exercise in heat | 高溫下喘Panting in heat | 中Medium |
| 狗癲癇Dog seizures | — | 抽搐Convulsions | 低：偵測率約兩成Low: ~20% sensitivity |
| 關卡Gate | 要證明什麼What it must prove |
|---|---|
| 進入 2AInto 2A | 配戴率與留存達標；鏡頭數的睡眠呼吸與獸醫計數對得上Wear and retention met; camera breathing counts match vet counts |
| 進入 2BInto 2B | 合作獸醫院願意用我們的資料；飼主願意為照護方案多付錢Partner clinics use our data; owners pay more for care |
| 進入 2CInto 2C | 臨床驗證計畫與法規路徑確認、資金到位Clinical plan and regulatory path confirmed, funding in place |
只描述趨勢、不做診斷，避開醫療器材法規；美國獸醫器材無需上市前核准但不得誇大，日本用於診斷即屬動物用醫療機器，台灣分類待法規顧問確認。美國保險公司已開始把項圈送給保戶。We describe trends and never diagnose, staying outside device regulation; US veterinary devices need no premarket approval but can't be misbranded, in Japan a diagnostic tool is a veterinary medical device, and Taiwan's classification awaits a regulatory adviser. US insurers have begun giving collars to policyholders.
11 · 風險、挑戰與控制11 · RISKS, CHALLENGES AND CONTROLS
最大的風險是採用，不是技術：每個風險都有控制措施、早期指標、負責人與驗證關卡，用最少的錢最早驗證The biggest risk is adoption, not technology: every risk has a control, an early-warning indicator, an owner and a gate, tested early with the least money
風險熱圖：控制前的評估Risk heat map: before controls
團隊評估；滑過代號看名稱Team assessment; hover a code for its name
發生可能性LIKELIHOOD
高High
R4R9
R1
中Med
R13
R6R7
R2R3R5R11R12R8
低Low
R10
低Low
中Med
高High
影響程度IMPACT
十三項風險，分五類Thirteen risks in five groups
- R1 貓不願意戴項圈Cats refuse the collar
- R2 拒戴導致大量退貨退款Refunds from cats that won't wear it
- R3 飼主不會每天打開Owners don't open it daily
- R4 大廠先動Big players move first
- R5 真實家庭準確度不如實驗室Real-home accuracy below lab figures
- R6 市售鏡頭取不到影像Retail cameras block video access
- R7 AI 訊息感覺很假或說錯AI messages feel fake or get it wrong
- R8 找不到技術負責人No technical lead
- R9 台灣募資金額偏低Small Taiwan campaign
- R10 健康功能被當成醫療宣稱Health features read as medical claims
- R11 資料安全：鏡頭被入侵或資料外洩Data security: a hacked camera or a data breach
- R12 自動發文暴露居家、作息或位置Auto-posts expose the home, its routine or its location
- R13 社群平台改規則A platform changes its rules
R1 拒戴項圈是唯一落在右上角（高可能、高影響）的風險，下方有專門的深入分析；R4 大廠先動則靠持續累積的差異化來應對。R1 (collar refusal) is the only risk in the top-right corner (high likelihood, high impact) and gets a dedicated deep dive below; R4 (big players) is handled by building differentiation that compounds.
1
風險登錄表：控制、指標、負責人、關卡Risk register: controls, indicators, owners, gates
每一項都有可量測的早期警示指標，在關卡前就看得到問題。Every risk has a measurable early-warning indicator, so problems show up before the gate.
| 風險Risk | 可能性 影響Likelihood Impact | 控制與緩解Controls and mitigation | 早期警示指標Early-warning indicator | 負責人 · 關卡Owner · gate | 控制後After controls |
|---|---|---|---|---|---|
| 市場與採用Market and adoption | |||||
| R1 貓不願意戴項圈Cats refuse the collar | 高High 高High | 不強迫：鏡頭可單獨使用；教學與逐步適應；App 內顯示少了項圈會錯過哪些資料；拒戴貓試用組做成上市案例；持續減重與改善舒適度No hard sell: the camera works on its own; tutorials and gradual acclimatisation; the app shows which data is missing without the collar; a beta cohort of collar-refusing cats becomes a launch case study; keep cutting weight and improving comfort | 兩週配戴接受率、每日配戴時數、只用鏡頭的家庭 90 天內加購項圈的比例Two-week wear acceptance, daily wear hours, share of camera-only homes adding a collar within 90 days | 共同創辦人Co-founder 關卡一、二Gates 1–2 | 中Med |
| R2 拒戴導致大量退貨退款Refunds from cats that won't wear it | 中Med 高High | 只退項圈、保留鏡頭（退款轉為只用鏡頭的客戶）；盒內附同重量練習項圈，第一天就開始適應；第 1、3、7 天 LINE 教學關懷，趕在七天鑑賞期內；結帳時清楚說明適應期並提供只買鏡頭的選項；預算內編列退貨準備金Return the collar, keep the camera (a refund becomes a camera-only customer); a weight-matched practice band in the box so acclimatisation starts on day one; LINE tutorials and check-ins on days 1, 3 and 7, inside the 7-day cooling-off window; set expectations at checkout and offer a camera-only option; a returns reserve in the budget | 30 天內退貨率、退貨原因為「不肯戴」的比例、只退項圈與整組退貨的比例30-day return rate, share of returns citing "won't wear it", collar-only versus full-set returns | 共同創辦人Co-founder 第三階段：商業化Stage 3 | 中Med |
| R3 飼主不會每天打開Owners don't open it daily | 中Med 高High | 先用人工剪片驗證需求；牠主動傳 LINE，不必打開 App；不達標就調整主打情境或停止Prove demand with hand-cut clips first; the pet messages owners on LINE, so they don't have to open the app; adjust the lead use case or stop if missed | 每日主動打開率、離家時觀看比例、片段完看率Daily voluntary opens, away-from-home viewing, clip completion | 共同創辦人Co-founder 關卡一Gate 1 | 低Low |
| R4 大廠先動Big players move first | 高High 中Med | 差異放在需要穿戴裝置與長期累積的事：認得每一隻、鏡頭外紀錄、健康基準、牠的帳號；專利先申請；速度Compete where a wearable and time are needed: per-pet identity, off-camera records, health baselines, the pet's accounts; file patents early; move fast | 競品功能更新、我們的留存與口碑Rival feature launches; our retention and word of mouth | 共同創辦人Co-founder 持續Ongoing | 中Med |
| 產品與技術Product and technology | |||||
| R5 真實家庭準確度不如實驗室Real-home accuracy below lab figures | 中Med 高High | 項圈觸發、鏡頭確認的雙重確認；信心門檻沒過就不說話；用真實家庭資料重新訓練Collar triggers, camera confirms; no message below the confidence threshold; retrain on real-home data | 偵測準確率、誤報率、飼主回報錯誤數Detection accuracy, false-alarm rate, owner-flagged errors | 技術負責人Tech lead 關卡二Gate 2 | 中Med |
| R6 市售鏡頭取不到影像Retail cameras block video access | 中Med 中Med | 第一階段就驗證；備案為自寫韌體的公版鏡頭Checked in Stage 1; fallback is a reference-board camera with our own firmware | 可取得影像的鏡頭型號數Number of camera models with usable video access | 技術負責人Tech lead 關卡一Gate 1 | 低Low |
| R7 AI 訊息感覺很假或說錯AI messages feel fake or get it wrong | 中Med 中Med | 沒有資料就不說話；每則訊息附原始片段與數據；飼主一鍵回報No data, no message; every message carries the original clip and numbers; one-tap owner feedback | 回報錯誤率、訊息開啟與回覆率Flagged-error rate, message open and reply rates | 技術負責人Tech lead 關卡一Gate 1 | 低Low |
| 執行與團隊Execution and team | |||||
| R8 找不到技術負責人No technical lead | 中Med 高High | 第 1 個月開始找；以股權吸引技術合夥人；備案為外包工作室Search from month 1; equity to attract a technical co-founder; fallback is a contract studio | 第 5 個月前是否到位Hired by month 5 or not | 共同創辦人、董事長Co-founder, Chairman 關卡二前Before Gate 2 | 中Med |
| 財務Financial | |||||
| R9 台灣募資金額偏低Small Taiwan campaign | 高High 中Med | 以保守金額做預算；首批產量依結果調整；募資定位為驗證而非主要資金Budget on a conservative result; size the first run to it; treat the campaign as validation, not the main capital | 等待名單人數、預熱轉換率Waiting-list size, pre-launch conversion | 共同創辦人Co-founder 步驟 3Stage 3 | 低Low |
| 法規與信任Regulatory and trust | |||||
| R10 健康功能被當成醫療宣稱Health features read as medical claims | 低Low 高High | 只描述變化、不診斷；健康訊息建議諮詢獸醫；醫療級先臨床驗證；法規顧問把關Describe change, never diagnose; health messages suggest a vet; clinical validation before medical grade; regulatory adviser reviews | 法規顧問審查結果、客訴Regulatory review findings, complaints | 獸醫顧問、法規顧問Vet and regulatory advisers 第二階段Phase 2 | 低Low |
| R11 資料安全：鏡頭被入侵或資料外洩Data security: a hacked camera or a data breach | 中Med 高High | 影像盡量在家中裝置上處理，只有選中的片段離開家；傳輸與儲存全程加密、每台裝置獨立金鑰、無預設密碼、韌體簽章與自動安全更新；員工最小權限並留紀錄，未經飼主同意不看任何影像；只支援通過資安檢查的鏡頭；上市前與每年由第三方滲透測試；外洩應變計畫依個資法通知；資料存放台灣或日本Video processed on the home device where possible, so only selected clips leave the home; encryption in transit and at rest, a key per device, no default passwords, signed firmware and automatic security updates; least-privilege, logged staff access, and no one views a home's video without the owner's consent; only cameras that pass our security check; independent penetration tests before launch and every year; a breach response plan with notification as Taiwan's Personal Data Protection Act requires; data stored in Taiwan or Japan | 資安事件、逾期未修的測試發現、未更新裝置比例、撤回同意Security incidents, test findings open past deadline, share of devices not updated, consent withdrawals | 技術負責人、法律顧問Tech lead, legal adviser 上市前，之後持續Before launch, then ongoing | 低Low |
| R12 自動發文暴露居家、作息或位置Auto-posts expose the home, its routine or its location | 中Med 高High | 發布前自動篩檢：模糊或裁掉門牌、包裹標籤、文件與螢幕、窗外景色；移除定位與地理標記；隨機延遲發布、絕不即時，避免透露家中無人的時間；飼主可設定永不入鏡的房間或區域；前幾週每則都需一鍵確認，之後才開放全自動；寵物帳號可設私人或摯友模式An automatic screen before anything posts: house numbers, parcel labels, documents, screens and window views are blurred or cropped; location data and geotags stripped; posts go out on a random delay, never live, so they don't reveal when the home is empty; owners mark rooms or areas that are never shown; one-tap approval for every post in the first weeks before full auto-posting is offered; a private or close-friends mode for the pet's accounts | 被篩檢擋下的片段比例、飼主刪文率、隱私相關客訴Share of clips the screen flags, owner post deletions, privacy complaints | 技術負責人、共同創辦人Tech lead, co-founder 上市前，之後持續Before launch, then ongoing | 低Low |
| R13 社群平台改規則A platform changes its rules | 中Med 低Low | 內容在我們這裡；同時經營多個平台；私訊以 LINE 為主Content lives with us; several platforms at once; messages on LINE | 各平台觸及與 API 變更Reach and API changes per platform | 共同創辦人Co-founder 持續Ongoing | 低Low |
2
重點對策：「我家的貓不喜歡戴項圈」Deep dive: "My cat won't wear a collar"
這是飼主最常見的反應，也是我們最重要的採用風險。This is the most common owner objection, and our most important adoption risk.
我們的立場：不強迫，也不靠行銷施壓。鏡頭本身就能單獨使用；但少了項圈，飼主會錯過關鍵的資料，那會很可惜。我們要做的是改變行為，讓飼主自己想讓牠戴上，就像很多人原本不戴手錶，卻為了健康追蹤戴上 Apple Watch。Our stance: no hard sell, and no marketing pressure. The camera works on its own; but without the collar, owners miss vital data, and that would be a shame. The job is to change behaviour so owners want their pet to wear it, just as many people who had stopped wearing watches put on an Apple Watch for the health tracking.
| 飼主得到什麼What the owner gets | 只用鏡頭Camera only | 鏡頭＋項圈Camera + collar |
|---|---|---|
| 今日精選與牠傳來的訊息Today's highlights and messages from the pet | ||
| 多隻寵物時認得是哪一隻Telling pets apart in a multi-pet home | ||
| 鏡頭外的紀錄（跳躍、活動、區域）Records beyond the frame (jumps, activity, zones) | ||
| 睡眠呼吸與活動的個別基準Its own baseline for sleeping breath and activity | ||
| 健康早期警訊Early health signals | ||
| 隨 AI 研發持續變強Keeps improving as the AI is developed |
只用鏡頭的價值會到頂，項圈會隨研發持續變強Camera-only value plateaus; the collar keeps improving with R&D
示意，非預測Illustrative, not a forecast
鏡頭＋項圈：持續上升Camera + collar: keeps rising只用鏡頭：到頂後持平Camera only: peaks, then plateaus
鏡頭能看到的有限；項圈的感測與 AI 會持續研發、擴充能力，長期來看項圈才是留下來的理由。A camera can only see so much; the collar's sensing and AI keep being developed, so over time the collar becomes the reason to stay.
1教育Educate適應教學與影片：從每天幾分鐘、搭配零食開始，逐步拉長；強調約 10 公克與安全分離扣Acclimatisation guides and videos: start with a few minutes a day with treats, then lengthen; stress the ~10 g weight and breakaway buckle
2讓飼主看見少了什麼Show what's missingApp 裡顯示「戴上項圈才看得到」的洞察預覽，例如睡眠呼吸基準；溫和提醒，不催促The app previews insights that need the collar, such as the sleeping-breath baseline; gentle, never nagging
3獎勵Reward配戴天數累積、解鎖健康基準與同齡比較，讓戴上本身就有回報Wear streaks that unlock the health baseline and peer comparisons, so wearing pays off
4證明給大家看Prove it試用期特別招募「不肯戴項圈」的貓，記錄從拒絕到接受的過程，上市時作為案例與 KOL 內容Recruit collar-refusing cats into the beta, document the journey from refusal to acceptance, and launch with it as a case study and KOL content
衡量指標：兩週配戴接受率、每日配戴時數、只用鏡頭的家庭 90 天內加購項圈的比例、30 天內退貨率與退貨原因 Measures: two-week wear acceptance, daily wear hours, the share of camera-only homes adding a collar within 90 days, and the 30-day return rate with reasons 門檻待訂THRESHOLDS TO SET
退款防線：把「退貨」變成「只用鏡頭的客戶」Refund guard: turn a refund into a camera customer
拒戴最直接的財務後果是退貨退款：台灣網購有七天鑑賞期，而貓適應項圈往往不只七天。退款會同時傷到現金、評價與募資口碑，所以我們事先設計防線。The most direct financial hit from collar refusal is refunds: online sales in Taiwan carry a 7-day cooling-off period, and a cat can take longer than a week to accept a collar. Refunds hit cash, reviews and campaign word of mouth at once, so the defence is designed in from the start.
購買前Before purchase
結帳時說明多數貓需要一兩週適應；提供只買鏡頭的入門選項，讓猶豫的飼主自己選Checkout explains most cats need a week or two; a camera-only entry option lets hesitant owners self-select
開箱後七天內First 7 days
盒內附同重量練習項圈；第 1、3、7 天 LINE 推送教學影片與關懷，在鑑賞期結束前陪飼主度過最難的一週A weight-matched practice band in the box; LINE tutorials and check-ins on days 1, 3 and 7 carry owners through the hardest week before the window closes
真的不肯戴If the cat still refuses
只退項圈、保留鏡頭，或把退款轉為訂閱折抵；客戶留在系統裡，之後可以再試Return just the collar and keep the camera, or take the refund as subscription credit; the household stays with us and can try again later
3
居家隱私與資料安全：信任從設計開始Home privacy and data security: trust by design
我們把鏡頭放進客廳，又把牠的生活放上社群；一次「寵物鏡頭洩漏住家」的新聞就足以傷害品牌，所以兩道防線在上市前就要到位。We put a camera in the living room and the pet's life on social media; one "pet camera exposed a home" news story could undo the brand, so both lines of defence are in place before launch.
R12 · 發出去的內容：不暴露家R12 · What goes out: never expose the home
- 發布前自動模糊門牌、包裹標籤、文件、螢幕與窗外景色Automatic blurring of house numbers, parcel labels, documents, screens and window views before posting
- 移除定位；隨機延遲發布，不透露家中無人的時段Location stripped; random posting delay so posts never reveal when the home is empty
- 飼主設定永不入鏡的區域；前幾週每則一鍵確認Owners set no-show zones; one-tap approval for every post in the first weeks
- 拍到人一律擋下；寵物帳號可設私人或摯友模式Anything showing people is held back; private or close-friends mode for the pet's accounts
R11 · 留在系統裡的資料：守得住R11 · What stays in the system: locked down
- 影像盡量在家中裝置處理，只有選中的片段上雲Video processed on the home device where possible; only selected clips go to the cloud
- 全程加密、每台裝置獨立金鑰、無預設密碼、自動安全更新Encrypted in transit and at rest, a key per device, no default passwords, automatic security updates
- 員工最小權限並留紀錄；未經飼主同意，沒有人看影像Least-privilege, logged staff access; nobody views video without the owner's consent
- 上市前與每年第三方滲透測試；外洩應變與通知計畫；資料存放台灣或日本Independent penetration tests before launch and yearly; a breach response and notification plan; data stored in Taiwan or Japan
4
執行挑戰：已知的難題與備案Execution challenges: known hurdles and fallbacks
風險是不確定的事；挑戰是確定要克服的事。Risks are uncertain; challenges are hurdles we know we must clear.
技術負責人尚未到位No technical lead yet計畫Plan第 1 個月開始找，以股權吸引技術合夥人；第 6 個月全職Search from month 1 with equity for a technical co-founder; full-time by month 6備案Fallback外包工作室加上創辦團隊做原型A contract studio plus the founding team builds the prototype
鏡頭取用與真實準確度Camera access and real-home accuracy計畫Plan第一階段就測市售鏡頭與感測器開發板，用真實家庭資料評估Test retail cameras and sensor dev boards in Stage 1, on real-home data備案Fallback自寫韌體的公版鏡頭；砍掉不夠準的功能A reference-board camera with our firmware; cut features that aren't accurate enough
台灣寵物科技募資規模小Small Taiwan pet-tech crowdfunding計畫Plan募資定位為驗證與第一批用戶；等待名單至少數百人Use the campaign for validation and first users; a waiting list of several hundred備案Fallback首批產量依結果調整；第四筆資金補足差額Size the first run to the result; tranche 4 covers the gap
5
我們怎麼管理風險How we manage risk
四個機制，讓投資人隨時看得到風險，也限制下檔。Four mechanisms keep risk visible to the investor and cap the downside.
關卡就是停損點Gates are stop-losses每道關卡都是「繼續、調整或停止」；資金過關卡才撥付Each gate is continue, adjust or stop; funding is released only after it
每月風險檢視Monthly risk review與投資人一起看風險登錄表與早期指標，紅燈就提前處理The register and early-warning indicators are reviewed with the investor each month; red flags are acted on early
每項風險都有負責人A named owner for every risk負責人追蹤指標、執行對策，並在關卡會議報告Owners track the indicator, run the response and report at each gate
預備金與事前保護Contingency and protection up front約 10% 預備金；公開前先申請專利；隱私從設計開始About 10% contingency; patents filed before anything goes public; privacy by design
所以：最大的不確定是飼主與貓是否接受，而不是技術做不做得到。我們不強迫，而是讓鏡頭先進到家裡、再用教育、獎勵與真實案例把項圈帶進來；每一項風險都在花大錢之前，就在關卡被驗證。So what: the biggest uncertainty is whether owners and their cats accept it, not whether the technology works. We don't force it: the camera gets into the home first, then education, rewards and real case studies bring the collar in, and every risk is tested at a gate before the big money is spent.
12 · 分階段上市路線12 · PHASED PLAN TO LAUNCH
兩個階段、六個步驟、三道關卡：先在室內做深，再走出家門、走向健康與海外Two phases, six stages, three gates: go deep indoors first, then outdoors, into health and overseas
第一階段 · 室內寵物Phase 1 · Indoor pets2026/11–2028/04
第二階段 · 擴大規模Phase 2 · Scale up2028/05 起From May 2028
’26
2027
2028
2029
第一階段 · 室內寵物PHASE 1 · INDOOR PETS
1 規劃1 Plan
2 開發：原型與概念驗證2 Build: prototype and PoC
3 商業化3 Commercialise
第二階段 · 擴大規模PHASE 2 · SCALE UP
1 規劃1 Plan
2 研發與測試2 R&D and testing
3 升級與擴充3 Upgrade and expand
海外市場Overseas markets
已規劃Planned暫定，待確認Indicative, to confirm海外市場Overseas markets關卡Gate
原則：每道關卡都是「繼續、調整或停止」的決定，資金 $X 過了關卡才撥付下一筆。第二階段的時間點取決於第一階段的結果與種子輪募資。The rule: each gate is a decision to continue, adjust or stop, and the next tranche of $X is released only once it is passed. Phase 2 timing depends on Phase 1 results and the seed round.
第一階段 · 室內寵物 · 2026/11–2028/04PHASE 1 · INDOOR PETS · NOV 2026–APR 2028
18 個月，從簽約到第一批用戶在家裡用18 months, from signing to the first customers using it at home
三個步驟、三道關卡；資金 $X 依關卡分筆撥付。Three stages and three gates; $X of funding released gate by gate.
第一階段 · 步驟 1PHASE 1 · STAGE 113 · 規劃13 · PLAN
完成規劃文件、設立公司，並用 16 週證明飼主每天想看；關卡一通過才撥下一筆資金Complete the planning paper, set up the company and prove in 16 weeks that owners want this daily; Gate 1 releases the next tranche
時間TIMING2026/11–2027/03
資金FUNDING第一筆 $XTranche 1: $X
出口EXIT關卡一：需求成立Gate 1: demand is real
交付成果Deliverables
- 規劃文件（Planning paper），包含：Planning paper, covering:
- 營運計畫書Business plan
- 公司治理架構Corporate governance setup
- 計畫群（Program）管理計畫Programme plan
- 專案管理計畫Project plan
- 行銷與互動計畫Marketing and engagement plan
- 產品開發計畫Product development plan
- 成本方案比較Costing options
- 需求驗證報告（16 週，10–15 個試用家庭）Demand validation report (16 weeks, 10–15 beta homes)
- 智財計畫：發明揭露紀錄、前案與自由實施（FTO）檢索、商標申請、合約中的智財歸屬條款IP plan: invention disclosure log, prior-art and freedom-to-operate search, trademark filing, IP assignment in every contract
里程碑與關卡Milestones and gates
2026/11
簽約、設立公司、撥付第一筆Sign, incorporate, release tranche 1股東協議、三道關卡的門檻Shareholder agreement and the thresholds for all three gates
2026/12
規劃文件完成 時間待確認Planning paper complete DATE TO CONFIRM七份文件交投資人審閱Seven documents to the investor for review
2026/12–2027/03
16 週需求驗證16-week demand validation貓與小型犬家庭；市售鏡頭加人工剪片；感測器開發板測試Cat and small-dog homes; retail cameras and hand-cut clips; sensor dev-board tests
2027/03
關卡一：需求成立Gate 1: demand is real每天主動打開、離家時觀看、片段完看率、付費意願 門檻待訂THRESHOLDS TO SETDaily voluntary opens, away-from-home viewing, clip completion, willingness to pay
第一階段 · 步驟 2PHASE 1 · STAGE 214 · 開發：原型與概念驗證14 · BUILD: PROTOTYPE AND PROOF OF CONCEPT
做出原型、在真實家庭跑穩，帶著規格與報價進入上市與否的決定Build the prototype, prove it in real homes and reach the go/no-go with specs and quotes in hand
時間TIMING2027/04–10
資金FUNDING第二、三筆 $XTranches 2–3: $X
出口EXIT關卡二、三：上市與否Gates 2–3: go/no-go
交付成果Deliverables
- 上市與否決策文件，包含：Go/no-go pack, covering:
- 原型規格Prototype specs
- 採購計畫與報價Procurement plan and quotations
- 更新版營運計畫書Updated business plan
- 更新版專案管理計畫Updated project plan
- 更新版計畫群管理計畫Updated programme plan
- 更新版行銷與互動計畫Updated marketing and engagement plan
- 50 個可配戴原型與 App 第一版50 wearable prototypes and app v1
- 試用報告（30–50 戶）與 NCC 認證Beta report (30–50 homes) and NCC certificate
- 台灣專利申請（發明、新型、設計），在試用公開之前提出Taiwan patent filings (invention, utility model, design), made before the beta goes public
里程碑與關卡Milestones and gates
2027/04–07
原型與產品Prototype and product技術負責人全職、App 工程師加入、50 個原型、品牌Tech lead full-time, app engineer joins, 50 prototypes, brand
2027/07
台灣專利申請Taiwan patent filings在 30–50 戶試用公開之前提出；公開展示會破壞新穎性Filed before the 30–50-home beta goes public, since public disclosure can destroy novelty
2027/07
關卡二：原型可用Gate 2: the prototype works真實家庭穩定運作、單件成本在上限內Reliable in real homes, unit cost under the ceiling
2027/08–10
試用與上市準備Beta and launch prep30–50 戶試用、NCC 認證、等待名單至少數百人30–50 beta homes, NCC certification, a waiting list of several hundred
2027/10
關卡三：上市與否Gate 3: go/no-go to launch決策文件完成；留存與等待名單達標；投資人承諾下一筆 $XGo/no-go pack complete; retention and waiting list on target; investor commits the next $X
原型規格方向Prototype spec direction
- 項圈：目標約 10 公克；加速度計、氣壓計、藍牙；安全分離扣Collar: ~10 g target; accelerometer, barometer, Bluetooth; breakaway buckle
- 鏡頭：2K 可轉向；先用市售成品，備案為自寫韌體的公版Camera: 2K pan-tilt; retail unit first, reference board with our firmware as fallback
- 採購：深圳代工詢價、已認證藍牙模組、單穴鋁模（500–5,000 組）Procurement: Shenzhen quotes, a pre-certified Bluetooth module, single-cavity aluminium mould (500–5,000 units)
加深小型犬情境Deepen small-dog use cases
- 分離焦慮：在門口來回、等門時間Separation anxiety: pacing and waiting at the door
- 吠叫：鏡頭收音偵測Barking: picked up by the camera microphone
- 籠內與床位時間；抓癢、甩頭Crate and bed time; scratching and head shaking
第一階段 · 步驟 3PHASE 1 · STAGE 315 · 商業化15 · COMMERCIALISE
募資上線、首批出貨、電商上架：拿到種子輪募資需要的數字Launch the campaign, ship the first run and list online: earn the numbers the seed round needs
時間TIMING2027/11–2028/04
資金FUNDING第四筆 $X＋募資收入Tranche 4: $X + campaign revenue
出口EXIT第一階段成果審查Phase 1 results review
交付成果Deliverables
- 群眾募資專案上線（嘖嘖）Crowdfunding campaign live (zeczec)
- 首批量產與出貨First production run and shipments
- 官網與 LINE 官方帳號上線Own site and LINE official account live
- 電商上架：momo、蝦皮、PChomeMarketplace listings: momo, Shopee, PChome
- 連鎖通路試賣（東森寵物、寵物公園）Chain trial sales (ETtoday Pets, Pet Park)
- 第一階段成果報告：種子輪募資的依據Phase 1 results report: the case for the seed round
- 日本、美國專利申請：台灣申請後 12 個月內主張優先權；日本、美國商標Japan and US patent filings, claiming priority within 12 months of the Taiwan filing; Japan and US trademarks
里程碑與關卡Milestones and gates
募資上線前Before the campaign
確認專利與商標都已申請Patents and trademarks filed募資頁面與影片才對外公開Only then do the campaign page and video go public
第 13 個月Month 13
共同創辦人全職任總經理；募資上線Co-founder full-time as GM; campaign live回饋：一台鏡頭加兩三個項圈；3、6、12 個月訂閱Rewards: one camera with two or three collars; 3, 6 and 12-month subscriptions
第 14–15 個月Months 14–15
首批量產First production run依募資結果調整產量；物流與客服就位Run sized to the campaign result; logistics and support in place
第 16 個月Month 16
出貨；官網與 LINE 上線Ship; own site and LINE live直接掌握用戶與訂閱關係Own the user and subscription relationship
第 17–18 個月Months 17–18
電商上架、連鎖試賣Marketplaces and chain trials連鎖總部要求試賣成績Chain HQs require trial-sale results
2028/04
第一階段成果審查Phase 1 results review付費轉換、留存、每位用戶毛利、市佔與品牌 門檻待訂THRESHOLDS TO SETPaid conversion, retention, gross margin per user, share and brand
募資是驗證，不是主要資金：台灣寵物科技募資多在 120 萬元以下The campaign is validation, not the main source of capital: Taiwan pet-tech campaigns mostly raised under NT$1.2M
嘖嘖募資金額，新台幣萬元zeczec totals, NT$ thousand
KittySpring
1,201 915 人915 backers
PETUS
588 287 人287 backers
Pawbby
188
amicoipet
122
我們的募資目標為 $X，首批產量依結果調整。來源：嘖嘖專案頁。Our campaign target is $X, and the first run is sized to the result. Source: zeczec campaign pages.
第二階段 · 擴大規模 · 2028/05 起PHASE 2 · SCALE UP · FROM MAY 2028
走出家門、走向健康、走向海外Beyond the home, into health, and overseas
同一套 AI 與帳號，延伸到戶外與健康；以第一階段的營收、留存與市佔作為種子輪募資的依據。以下時間點為暫定。The same AI and accounts extend outdoors and into health; Phase 1 revenue, retention and share make the case for the seed round. Dates below are indicative.
第二階段 · 步驟 1PHASE 2 · STAGE 116 · 規劃16 · PLAN
募種子輪、定義戶外要解決的問題、鋪好健康的合作與法規路徑Raise the seed round, define the outdoor problems to solve, and lay the partnerships and regulatory path for health
時間TIMING2028/05–12（暫定）May–Dec 2028 (indicative)
資金FUNDING種子輪／Pre-A $XSeed / pre-A: $X
出口EXIT種子輪到位Seed round closed
交付成果Deliverables
- 規劃文件（擴大規模），包含：Scale-up planning paper, covering:
- 更新版營運計畫書Updated business plan
- 更新版計畫群管理計畫Updated programme plan
- 更新版專案管理計畫Updated project plan
- 更新版行銷與互動計畫（含海外）Updated marketing and engagement plan (incl. overseas)
- 產品開發計畫：戶外與健康Product development plan: outdoor and health
- 種子輪成本方案比較Costing options for the seed round
- 種子輪／Pre-A 募資：文件、金額與條件待確認Seed / pre-Series A round: documents, size and terms to confirm
- 戶外情境定義：走失與脫逃、散步、熱天中暑Outdoor use-case definition: lost pets and escapes, walks, heatstroke
- 健康合作與法規路徑：獸醫院、法規顧問、寵物保險Health partnerships and regulatory path: vet clinics, regulatory adviser, pet insurers
- 海外進入計畫：香港、新加坡測試；FCC、日本電波法Overseas entry plan: Hong Kong and Singapore test; FCC and Japan radio certification
戶外情境為候選，於本步驟確認。Outdoor use cases are candidates, confirmed in this stage.
里程碑與關卡Milestones and gates
2028/05
第一階段成果審查完成Phase 1 results review complete種子輪募資啟動Seed round launched
2028 下半年H2 2028
香港、新加坡小規模測試Small test in Hong Kong and Singapore中文內容可沿用Chinese content carries over
2028/12
種子輪到位Seed round closed國發基金天使方案、SBIR 第二期為補充National Development Fund angel scheme and SBIR Phase 2 as top-ups
第二階段 · 步驟 2PHASE 2 · STAGE 217 · 研發與測試17 · R&D AND TESTING
研發戶外項圈與健康趨勢，並把 2A、2B 的關卡走完Develop the outdoor collar and health trends, and clear the 2A and 2B gates
時間TIMING2028 Q4–2029 Q3（暫定）Q4 2028–Q3 2029 (indicative)
資金FUNDING種子輪／Pre-A $XSeed / pre-A: $X
出口EXIT擴大規模：上市與否Go/no-go to scale
交付成果Deliverables
- 擴大規模的上市與否決策文件，包含：Go/no-go-to-scale pack, covering:
- 戶外產品原型規格Outdoor product prototype specs
- 採購計畫與報價Procurement plan and quotations
- 更新版營運計畫書Updated business plan
- 更新版專案與計畫群管理計畫Updated project and programme plans
- 更新版行銷與互動計畫Updated marketing and engagement plan
- 戶外項圈實地測試報告（GPS、續航）Outdoor collar field-test report (GPS, battery)
- 健康趨勢（2A）：影像加獸醫標註的資料集Health trends (2A): a video dataset labelled by vets
- 睡眠呼吸驗證與臨床驗證計畫Sleeping-breath validation and clinical validation plan
里程碑與關卡Milestones and gates
2028 Q4Q4 2028
研發啟動R&D starts合作獸醫院開始標註Partner clinics begin labelling
2029 上半年H1 2029
關卡：進入 2AGate: into 2A配戴率與留存達標；呼吸計數與獸醫對得上Wear and retention met; breathing counts match vets
2029 Q3Q3 2029
關卡：進入 2BGate: into 2B獸醫院願意用資料；飼主願意為照護多付錢Clinics use our data; owners pay more for care
2029 Q3 末End Q3 2029
關卡：擴大規模，上市與否Gate: go/no-go to scale決策文件完成；戶外原型與健康驗證達標；決定是否投入新產品線與海外上市，並以 A 輪募資支應Go/no-go pack complete; outdoor prototype and health validation on target; decide whether to launch new lines and overseas, funded by a Series A
疾病與技術契合度、健康路線與關卡見 第 10 節。The condition table, health path and gates are in section 10.
第二階段 · 步驟 3PHASE 2 · STAGE 318 · 升級與擴充18 · UPGRADE AND EXPAND
同一個家、同一套 AI，賣出更多產品：每戶營收從硬體走向照護與生態系Same home, same AI, more to sell: revenue per home grows from hardware into care and an ecosystem
時間TIMING2029 下半年起（暫定）From H2 2029 (indicative)
資金FUNDING營收＋A 輪 $XRevenue + Series A: $X
出口EXIT進入 2C 的關卡Gate into 2C
交付成果Deliverables
- 戶外產品上市Outdoor product launch
- 照護方案（2B）：獸醫連線、保險合作Care plan (2B): vet-connected, insurer partnerships
- 生態系串接：餵食器、貓砂盆、空調、預防型產品Ecosystem links: feeders, litter boxes, air-con, prevention products
- 高階版與聯名：UWB 精準定位、聯名項圈帶Premium and co-brands: UWB positioning, co-branded bands
- 海外上市：日本、美國Overseas launches: Japan, United States
里程碑與關卡Milestones and gates
2029 年初Early 2029
日本上市（Makuake）Japan launch (Makuake)以影像精選與 AI 寵物帳號做出差異Stand out with video highlights and the AI pet accounts
2029
美國上市（Kickstarter＋Amazon）US launch (Kickstarter + Amazon)行銷預算遠高於亞洲A far larger marketing budget than in Asia
2029 下半年起From H2 2029
戶外產品與照護方案Outdoor product and care plan新產品線上市New product lines launch
之後Later
關卡：進入 2C 醫療級第二代Gate: into 2C, medical-grade v2臨床驗證計畫與法規路徑確認Clinical plan and regulatory path confirmed
| 擴充Expansion | 內容What it is | 收入Revenue |
|---|---|---|
| 戶外產品Outdoor product | 戶外項圈：走失提醒、散步、熱天警示Outdoor collar: lost-pet alerts, walks, heat warnings | 硬體＋戶外訂閱Hardware + outdoor plan |
| 照護方案Care plan | 健康趨勢、一鍵分享給獸醫、保險合作Health trends, vet sharing, insurer partnerships | 較高月費、B2BHigher monthly fee, B2B |
| 預防型產品Prevention products | 窗邊陽台 → 防護網；喝水少 → 智慧飲水機；獨處不動 → 逗貓器；搶食 → 分開餵食Windows → guards; low drinking → smart fountain; inactive alone → auto toy; food fights → separate feeders | App 內銷售Sold in the app |
| 居家設備串接Home device links | 餵食器、貓砂盆、空調Feeders, litter boxes, air-con | 合作分潤Partner revenue share |
| 高階版與聯名Premium and co-brands | UWB 精準定位高階版；Bugaboo 等聯名項圈帶Premium tier with UWB positioning; co-branded bands such as Bugaboo | 較高售價Higher price |
| 醫療級第二代Medical-grade v2 | 生理感測，依各國法規申請Vital-sign sensing, approved country by country | 醫療通路Veterinary channel |
| 海外Overseas | 香港、新加坡 → 日本（Makuake）→ 美國（Kickstarter＋Amazon）Hong Kong, Singapore → Japan (Makuake) → US (Kickstarter + Amazon) | 市場擴大Market reach |
19 · 資金與用途19 · FUNDING AND USE OF FUNDS
資金 $X 分四筆、依關卡撥付：每一筆都先買到一個答案$X in four tranches tied to gates: each tranche buys an answer first
第一筆 · 簽約時TRANCHE 1 · ON SIGNING$X規劃與需求驗證Plan and demand validation
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第二筆 · 關卡一後TRANCHE 2 · AFTER GATE 1$X原型與產品Prototype and product
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第三筆 · 關卡二後TRANCHE 3 · AFTER GATE 2$X試用與上市準備Beta and launch prep
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第四筆 · 關卡三後TRANCHE 4 · AFTER GATE 3$X全職團隊、募資與出貨Full-time team, campaign and shipping
完整募資路徑（供討論）The full funding path (for discussion)
第一階段PHASE 1天使／Pre-seedAngel / pre-seed投資人 $X，分四筆依關卡撥付The investor's $X in four gated tranches
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第二階段 · 步驟 1PHASE 2 · STAGE 1種子輪／Pre-ASeed / pre-Series A以上市後的營收、留存與市佔募集Raised on post-launch revenue, retention and share
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擴大規模的上市與否之後AFTER GO/NO-GO TO SCALEA 輪Series A支應海外上市與新產品線Funds overseas launches and new product lines
輪次名稱依當時的成績而定；金額與條件待確認。Round names depend on traction at the time; sizes and terms to confirm.
資金用途（依金額由大到小）Use of funds (largest first)
- 人事：創辦團隊（一位共同創辦人自第 13 個月起任全職總經理並支薪；之前以勞務出資取得股權）、技術負責人、App 工程師、社群與客服People: the founding team (a co-founder as full-time, salaried GM from month 13, with equity through labour contribution before that), the tech lead, the app engineer, and community and support
- 產品與量產：原型、模具、試用組、首批量產Product and production: prototypes, mould, beta sets, first run
- 品牌與行銷：品牌、動畫、募資影片、上市行銷Brand and marketing: brand, animation, campaign video, launch marketing
- 營運、雲端與物流Operations, cloud and logistics
- 認證：NCC、藍牙 SIGCertification: NCC, Bluetooth SIG
投資人的風險有上限：任何一道關卡沒過，就停在那一筆，不再撥付後面的資金。股權、估值與投資工具待雙方談定 待確認TO CONFIRMThe investor's downside is capped: if any gate fails, funding stops at that tranche and nothing further is released. Equity, valuation and instrument are still to agree 待確認TO CONFIRM
20 · 團隊20 · TEAM
精簡核心、依關卡增員：AI、健康與內容各有負責人A lean core that grows gate by gate, with an owner for each of AI, health and content
共同創辦人（總經理）Co-founder (general manager)產品、營運、供應鏈與通路；帶進台灣寵物圈的內容與 KOL 人脈，是擴散引擎的負責人Product, operations, supply chain and channels; brings the Taiwan pet-industry content and KOL network that drives the growth engine
技術負責人（招募中）Technical lead (hiring)負責 AI 軟體：影像辨識、行為判讀、雲端與藍牙整合；最好是技術合夥人Owns the AI software: computer vision, behaviour reading, cloud and Bluetooth; ideally a technical co-founder
獸醫與動物行為顧問（洽談中）Vet and behaviour adviser (in discussion)替健康功能把關、標註資料，也是對外的專業背書Keeps the health features honest, labels the data and lends professional credibility
董事長Chairman主要股東；代工、通路與海外人脈，並主導後續募資Lead shareholder; manufacturing, channel and overseas network, and leads the next rounds
顧問Advisors法律（公司設立、股東協議、個資）、會計與稅務（勞務出資、補助帳務）、法規（獸醫器材分類）、營運與量產、資料與 AILegal (incorporation, shareholder agreement, privacy), accounting and tax (labour contribution, grant bookkeeping), regulatory (veterinary device classification), operations and production, data and AI
全職人數：第一年只有 2 人，第 13 個月起 4 人Full-time headcount: 2 in year one, 4 from month 13
規劃（第 1–5 個月）Plan (months 1–5)
0 兼職準備part-time
開發（第 6 個月起）Build (from month 6)
1 技術負責人tech lead
開發至上市準備（第 7–12 個月）Build to launch prep (months 7–12)
2 ＋App 工程師+ app engineer
商業化（第 13 個月起）Commercialise (from month 13)
4 ＋共同創辦人、社群客服+ co-founder, community
韌體、動畫、品牌、獸醫顧問以專案或兼職方式合作。Firmware, animation, brand and the vet adviser work on a project or part-time basis.