SOTERIA
FedRAMP-AlignedSDVOSB · Veteran-Founded

SOTERIA

Train Smarter · Comply Faster · Perform Better

The Workforce Learning OS built for high-risk industries and the federal marketplace.

Trainovate TechnologiesSDVOSBVeteran-Founded
01Executive Summary

The compliance training market is broken in three predictable ways.

High-risk operators need more than another LMS. They need a workforce-learning operating system that an OSHA inspector, a federal auditor, and a plant supervisor can all trust on the same Tuesday morning.

The Problem

Compliance training is fragmented

Paper sign-offs, scattered PDFs, mailbox-as-LMS. Audit prep takes weeks; one missed certification triggers six-figure exposure.

High-risk industries are under-served

EHS, federal, manufacturing, and aviation lack purpose-built tools. They settle for HR-suite afterthoughts that ignore field reality.

Existing platforms miss the middle

Either consumer-grade learning apps with no compliance backbone — or enterprise LMSs with six-figure floors and 1990s UX.

Soteria's Answer

A purpose-built, compliance-first LMS with federal-grade architecture and commercial flexibility.

  • Compliance-first by design — every action has an audit trail.
  • Federal-grade architecture with commercial flexibility.
  • Built by an OSHA-credentialed founder — not a generic SaaS team.
  • Mobile + multi-tenant from v1, not bolted on at v3.
ResultOne platform that scales from a 50-person plant to a federal agency.
The Complete SystemTwo Surfaces · One Platform

The configuration surface lives on the web. The execution surface lives in the field. Both share the same backbone.

Surface 01 · Web

Soteria LMS

The configuration surface — admins author, assign, and report.

AI Course Authoring & Compliance Copilot
Industry-Standard Training Formats
Multi-Tenant (Enterprise + Gov)
Analytics & Audit Dashboard
EHS / OSHA Curriculum Engine
FedRAMP-Aligned Architecture
Surface 02 · iPad

Soteria Field

The execution surface — workers learn and permit on the floor.

AI Field Assistant · Vision AI · Live Translate
LOTO Permit Module
SIMOPS Coordination Engine
Environmental Compliance Suite
Inspection & Audit Tools
Micro-Learning Player (Video · Scenario · Quiz)
Shared Backbone

Secure Cloud Platform

Login · Profiles · Roles · Content Library · Assignments

Compliance Records Engine

Audit-ready learner record · Immutable trail · One-tap export

Federal-Cleared Cloud Path

FedRAMP Moderate-aligned deployment for federal tenants

Zero-Trust Auth

Identity-aware access · Per-tenant cryptographic boundaries

02What is Soteria?

Two products. One audit trail.

Soteria is two distinct products that share one backbone — and one AI brain. Soteria LMS is the web platform admins author, configure, and report from. Soteria Field is the iPad app workers permit, learn, and document on. AI is woven through both surfaces, auditable and operator-controlled. Same compliance posture, two surfaces.

01

Surface 01 · Web Platform

Soteria LMS

The compliance LMS — admins author, configure, and report.

The configuration surface. Web-based course authoring, multi-tenant administration, role-based access, certification tracking, and the analytics + audit dashboard. Where compliance programs are designed and inspected.

Inside

  • AI Authoring · Copilot · Audit
  • Industry-Standard Training Formats
  • Course Authoring
  • Multi-Tenant
  • Analytics & Audit
  • FedRAMP-Aligned

Soteria LMS — Platform Pillars

Industry-Standard Training Formats

Plays every major training package out of the box.

Built to the major industry training standards used across enterprise and federal L&D. Bring any compliant course package and Soteria plays it — capturing progress, score, and audit data into a single compliance record for every learner.

FedRAMP-Aligned Architecture

Built for federal-grade trust from day one.

Zero-trust access controls, role-based permissions, immutable audit logs, and encryption at rest and in transit. Deployment path on a federal-cleared cloud for FedRAMP Moderate alignment — engineered to satisfy FISMA and NIST 800-53 control families.

EHS & Safety Curriculum Engine

OSHA-ready out of the box.

Pre-built OSHA 10 / 30 frameworks, lockout-tagout, HAZWOPER, and food-safety modules authored by an OSHA 500/501-track instructor. Layer in client-specific JSAs, SOPs, and incident-driven micro-courses.

Multi-Tenant (Enterprise + Gov)

One platform. Isolated tenancies.

Per-tenant data isolation with shared infrastructure efficiencies. Enterprises run their own brand, content library, and reporting; federal tenants get FedRAMP-boundary isolation. Role-based permissions across organizations, departments, and crews.

Course Authoring & Import

Drag-and-drop authoring or bring your own courses.

Web-based authoring for short videos, scenario branching, and quiz banks. Import any industry-standard course package, or build new lessons inside Soteria’s authoring canvas. Versioning, draft / publish workflow, and per-tenant content libraries.

Analytics & Audit Dashboard

Compliance posture at a glance.

Real-time completion, certification expirations, at-risk-roster alerts, and OSHA-recordable export. Drill from organization → site → role → individual. Built-in audit trail satisfies inspection requests in minutes, not weeks.

AI Compliance Suite

AI authoring, copiloting, auditing — embedded everywhere.

Course Authoring AI turns an SOP into a full lesson in minutes. The Compliance Copilot answers admin questions in plain English. The Audit Assistant compiles inspection packages on demand. Predictive Compliance Risk flags failures before they happen. Every AI action is logged, reviewable, and operator-approved.
AI Across SoteriaOne brain · two surfaces

AI that earns its place in a compliance product — auditable, operator-controlled, in both surfaces.

Compliance leaders are tired of AI demos that wave hands and produce risk. Soteria treats AI the way a good safety officer treats a new tool — useful, logged, supervised. Embedded in both Soteria LMS and Soteria Field. Same models, same guardrails, two surfaces.

Soteria LMS · Web

AI for the configuration surface

Authoring, copiloting, auditing — at admin speed.

  • AI Course Authoring

    Turn a single SOP, regulation, or incident report into a full mixed-format course — video script, branching scenario, and quiz — in minutes instead of weeks.

  • AI Compliance Copilot

    A natural-language interface for admins. "Who's expiring on forklift cert in the next 30 days?" returns an instant, filterable report — no SQL, no support ticket.

  • AI Audit Assistant

    Auto-compile inspection packages on demand. "Pull every spill-response training record for our Gulf-Coast sites for OSHA, 2026 YTD" returns one ready-to-submit PDF.

  • AI Translation

    Translate courses into 30+ languages while preserving regulatory terminology and compliance accuracy. Approve the translation once, ship it forever.

  • Predictive Compliance Risk

    Flags workers and sites at risk of falling out of compliance before they do — based on completion patterns, certification windows, and historical incident data.

Soteria Field · iPad

AI for the execution surface

Hands-free, eyes-on-the-job, gloves stay on.

  • AI Field Assistant

    Voice and chat helper inside the iPad app. "What's the next isolation point?" or "Show me the procedure for this valve" — answered hands-free, gloves on.

  • Vision AI for Evidence

    Analyzes captured photos — LOTO locks applied, confined-space conditions, PPE worn — and flags issues automatically: wrong lock placement, missing tag, blurred photo.

  • Smart Permit Pre-Fill

    Worker describes the task in plain language. AI selects the right permit type and pre-fills 80% of the fields — supervisor only reviews and approves.

  • AI SIMOPS Conflict Predictor

    Predicts permit conflicts before submission, learning from the patterns of past SIMOPS reviews at the facility — flagging risk operators have not codified yet.

  • Real-Time Translation

    On-floor translation for multilingual crews. Spanish, Portuguese, Tagalog speech becomes English captions for the supervisor — and vice versa — in real time.

↓ Same brain, two surfaces ↓

How AI Earns Its Place in a Compliance Product

Principle 01

Same brain, two surfaces

All AI runs on the same models with the same compliance guardrails — whether the request comes from the web admin portal or a worker’s iPad in the field.

Principle 02

Auditable by design

Every AI suggestion, summary, or auto-fill is logged with the input, the model output, and the human who approved it. The audit trail covers AI just like every other action.

Principle 03

Operator-controlled

AI suggestions are recommendations, not actions. Humans always approve before anything writes to a permit, a compliance record, or a regulatory submission.

The AI Pitch

AI in Soteria does the slow work of compliance — drafting courses, drafting audit packages, suggesting permits, watching for risk — so the humans focus on the judgment calls only humans should make.

02

Surface 02 · iPad Field App

Soteria Field

The operational compliance tool — workers permit, learn, and document on the floor.

The execution surface. Native iPad app with a permit engine (LOTO today, SIMOPS as the flagship O&G build), an environmental compliance suite, inspection and audit tools, and a micro-learning player. Offline-first, audit-ready. Where compliance actually happens.

Inside

  • AI Field Assistant · Vision · Translate
  • LOTO Permit Module
  • SIMOPS Coordination
  • Environmental Suite
  • Inspection Tools
  • Micro-Learning Player

Soteria Field — Permit Module 01 · Live

Featured Module29 CFR 1910.147

Soteria Field

LOTO · Lockout / Tagout

The native field companion that takes Soteria from the classroom to the production floor. Built around OSHA Lockout/Tagout (LOTO) — the single highest-cited energy-control standard in U.S. industry — and extensible to every other field-level procedure.

iPad & iPhoneOffline-FirstAudit-Ready Evidence
Field Capabilities

Energy-Source Isolation Workflow

Equipment-specific LOTO procedures, authorized-employee verification, and step-by-step lock / tag application captured on-device.

QR + Photo Verification

Scan asset QR codes to launch the right procedure. Photo capture at each isolation point creates an immutable evidence trail.

Authorized / Affected Sign-Off

Digital signatures from authorized employees, affected employees, and supervisors — with role-aware enforcement of 29 CFR 1910.147.

Group LOTO & Shift Handoff

Group lockbox tracking, multi-employee energy-control coordination, and shift-change handoff with primary-authorized-employee transfer.

Learning SystemSoteria Field · Architecture

Just-in-time micro-learning — on the floor, at the machine, in the field.

Soteria Field is a native iPad app delivering mixed-format micro-learning (under five minutes per lesson) to frontline workers. It works fully offline, syncs completions back to the secure cloud platform, and writes every action to the compliance record engine. The web admin portal remains intact — Soteria Field is the worker-facing delivery surface, not a replacement for the LMS.

System ArchitectureTwo-surface · Offline-first · Audit-ready
CONFIGURATION SURFACEWeb Admin PortalCourse uploads · Assignments · ReportingBACKENDSecure Cloud PlatformLogin · Profiles · RolesContent Library · AssignmentsCOMPLIANCECompliance Records EngineAudit-Ready Learner RecordInspection Export · ReportingEXECUTION SURFACESoteria FieldiPad · Offline-First · Field-Readyauthor / assignreport / auditsync · assignmentscompletion records
Online sync Offline-first execution Compliance audit trail

How Learning Gets Triggered — 3 Modes, Concurrently

Trigger 01

Self-Initiated

Worker opens the app, browses assigned micro-lessons, pulls content by role and facility.

Trigger 02

Supervisor-Assigned

Supervisor assigns a lesson from the web portal before a high-risk task. Worker receives a push notification.

Trigger 03

Location / QR Triggered

Worker scans a QR code on equipment or enters a geofenced zone. Soteria Field surfaces the relevant micro-lesson automatically.

Micro-Learning Formats — All Under 5 Minutes

01
2–4 min

Short Video Lesson

High-quality video player with chapters, captions, and playback-speed control. Fully offline. Auto-pauses if the worker switches apps so credit only counts when they are actually watching.

02
3–5 min

Scenario Interaction

Branching decision cards built native to the iPad. “What do you do next?” style interactions designed for field conditions — no slow web pages, no clunky course wrappers.

03
< 2 min

Knowledge Check

3–5 questions (multiple choice, true/false, image-based). Immediate feedback. Pass / fail flows directly into the worker’s compliance record.

Technical Architecture

iPad App

Native iPad · Offline-First

  • Native iPad Experience

    Built specifically for the iPad form factor and field ergonomics — not a website squeezed onto a tablet.

  • Offline-First by Design

    Lessons, permits, and progress all stored locally. Works in hangars, plants, basements, and offshore — anywhere with no signal.

  • Location & QR Awareness

    The right lesson surfaces automatically when a worker scans equipment or enters a designated work zone.

  • High-Quality Video Playback

    Hardware-accelerated video with chapters and captions, optimized for noisy industrial environments.

  • Push Notifications

    Supervisors send a lesson directly to a worker’s iPad before a high-risk task — they see it right away.

  • Automatic Background Sync

    Completions, signatures, and photos sync the moment connectivity returns — no worker action required.

  • Privacy-First Secure Login

    Frictionless, passwordless worker login backed by Apple’s privacy guarantees.

Backend

Existing — no changes required

  • Secure Cloud Platform

    User profiles, role assignments, course library, and supervisor assignment engine — running on a federal-cleared cloud.

  • Compliance Records Engine

    A single, immutable record of every learner action — ready for any auditor in any timezone.

  • Web Admin Portal

    Course uploads, user management, assignment creation, reporting dashboards — the configuration surface.

The app works fully offline. Statements and progress sync automatically when connectivity returns.

Build Phases

01
Phase 1

MVP — Field-Ready Core

  • Privacy-first secure worker login
  • Assigned micro-lesson queue
  • Video + scenario + quiz player
  • Offline download and sync
  • Completions written to the compliance record
  • Push notifications on supervisor assignment
02
Phase 2

Smart Triggers

  • QR-code scan → lesson launch
  • Location-aware lesson triggers
  • Self-browse content library by role
  • Completion badges and streaks
  • Supervisor mobile view
  • LOTO photo capture and attachment

Strategic Positioning

Trainovate is the only LMS built for where industrial workers actually are — on the floor, at the machine, in the field. Not at a desk.

Every major LMS — Cornerstone, Docebo, TalentLMS — started as a web app and bolted mobile on later. Their mobile products are stripped-down, connectivity-dependent, and designed for someone sitting at a screen. Soteria Field is offline-first and field-first by architecture — not by retrofit.

Why iPad Specifically
  • Manufacturing, aviation MRO, and distribution clients standardize on managed iPad fleets.
  • iPad fleets are governed by the same enterprise and federal device-management standards already approved for sensitive work.
  • Federal and DoD environments issue iPhones and iPads as standard devices.
  • Apple’s built-in capabilities for video, location, and background sync run more reliably than the alternatives — fewer support calls, fewer missed completions.
Field Scenarios by Vertical
  • Aviation / Aerospace MRO

    Technician pulls up the LOTO procedure on iPad at the aircraft. Completes training, signs off, photo captured — without leaving the hangar.

  • Manufacturing & Food Production

    Line worker completes machine-specific safety training on the production floor before first shift on new equipment. No kiosk required.

  • Logistics & Distribution

    Forklift operator recertification happens in the warehouse, at their forklift, in 12 minutes. Completion syncs when they hit Wi-Fi at the dock door.

Connection to the Soteria Platform

Soteria Field is a named surface within the Soteria product suite — not a standalone product. It shares the same secure cloud platform, login, and compliance record with the Soteria LMS web platform. Admins author and manage content on the web. Workers learn and permit in the field on iPad. This two-surface model mirrors how enterprise software is sold: Workday, ServiceNow, and every serious B2B platform separate the configuration surface (web) from the execution surface (mobile / field).

Coming SoonSoteria Field · Environmental Expansion

From safety permits to full-stack environmental compliance.

Strategic Goal

Expand Soteria Field beyond worker safety into environmental compliance — aligning with ISO 14001, ISO 45001, Cal/OSHA Title 8, EPA, and EPCRA to become a full EHS platform. One app. Three ISO standards.

ISO 14001ISO 45001ISO 50001

Environmental Modules — 9 Categories

  • Chemical spill log

    Substance, volume released, SDS link, containment actions taken, and responsible party.

  • Reportable Quantity (RQ) threshold alerts

    Auto-flag when a release meets or exceeds EPA CERCLA reportable quantities.

  • EPCRA Section 304 emergency notification log

    Document notifications made to LEPC and the State Emergency Response Commission.

  • SPCC inspection records

    Spill Prevention, Control & Countermeasure plan inspection checklist and log.

  • Spill response checklist

    Step-by-step containment and cleanup workflow tied to the SDS.

Operational Expansion Tools — 6 Categories

Candidates for Q3 2026 and Beyond

  • Pre-shift safety inspections

    Digital checklist before every shift starts.

  • Equipment inspection checklists

    Forklifts, aerial lifts, fire extinguishers.

  • Walking audits with photo capture

    Field-level audit with timestamped photos.

  • Near-miss reporting

    Log close calls before they become incidents.

  • Corrective action tracking

    Assign, track, and close findings.

Expansion Priority Recommendations

Digital Red Tag and JHA Builder are the highest-priority additions — they pair naturally with LOTO and resonate immediately with any enterprise EHS client. Both directly address OSHA citation language and expand Soteria Field’s value without requiring a new permit engine.

  • Digital Red Tag
    29 CFR 1910.147
    Manufacturing · MRO · Industrial
  • JHA Builder
    29 CFR 1910.132
    All verticals
  • Worker Cert Tracker
    CFR §(g) training records
    Enterprise + GovCon
  • OSHA 300 / 300A
    29 CFR 1904
    All verticals
  • Corrective Action Tracking
    General Duty Clause
    Enterprise
Flagship — ships first alongside LOTO

Environmental Priority Build Order

1

Chemical Spill Log

CERCLA · EPCRA · HazCom 2024

Immediate liability protection. Pairs directly with the existing SDS module.

2

Hazardous Waste Accumulation Tracker

40 CFR 262 · California HSC

Clock violations are the #1 EPA citation at U.S. manufacturers — high-frequency, high-fine.

3

SWPPP Inspection Log

NPDES · Cal General Permit

Required at virtually every industrial facility we sell into.

4

Aspect & Impact Register

ISO 14001 Clause 6.1

Unlocks the ISO 14001 certification pitch for international and enterprise clients.

5

CAPA Module

ISO 14001 + 45001 Clause 10.2

Closes the loop on both safety and environmental nonconformities — one workflow, two ISO standards.

6

Environmental KPI Dashboard

ISO 14001 Clause 9.1

Sells the platform at the executive level — leading + lagging indicators in one view.

The Pitch

Soteria Field is the only floor-level platform that closes the loop between worker safety permits, environmental compliance, and ISO certification — OSHA, ISO 45001, and ISO 14001 in one offline-capable iPad app. No paper. No separate systems. One audit trail.

One App · Three ISO Standards

Roadmap last updated · April 27, 2026

Flagship DifferentiatorSoteria Field · SIMOPS Permit Module

Simultaneous Operations — the permit problem nobody else solved.

Regulatory:API RP 75SEMS II — 30 CFR 250 Subpart SOSHA 1910.119 PSMAPI RP 2009IOGP Report 463
Target Clients:Offshore platformsOnshore refineriesPetrochemical plantsPSM-regulated facilitiesEPC contractors
Why SIMOPS Exists

Piper Alpha · 1988

167fatalities

Root cause: A SIMOPS failure — a condensate pump was returned to service while maintenance work was still active on the connected relief valve. No one coordinated the two permits.

SIMOPS is the single most complex permit-coordination challenge in industrial safety. No current mobile platform handles it properly. Soteria Field can own this space.

What SIMOPS Covers — 8 Common Scenarios

Hot work near an open vessel

Welding while a tank is being cleaned and vented.

Crane lift over active operations

Critical lift over a live process unit.

Excavation near live piping

Digging near an active hydrocarbon pipeline.

Pressure testing near occupied areas

Hydrostatic test while workers are nearby.

Simultaneous confined-space entries

Two crews entering adjacent vessels.

Electrical isolation + mechanical work

LOTO active while another crew works on connected system.

Drilling + production on same platform

Drilling operations while production continues.

Chemical injection + hot work

Chemical pumping while welding nearby.

Where SIMOPS Lives — Real-World Operating Environments

Gulf of Mexico Production Rig

Gulf of Mexico Production Rig

Offshore production platform · where SIMOPS coordination is life-critical

Onshore Land Drilling Rig

Onshore Land Drilling Rig

Permian / Bakken-style drilling operations · PSM-regulated work

The Heart of the Module — Incompatibility Matrix

Row permit running · Column permit submitted
Active ↓ vs Submitted →
HW
CS
LB
PT
CL
EX
EI
CI
Hot Work
Confined Space
Line Break
Pressure Test
Crane / Lift
Excavation
Electrical Iso
Chem Inject
LegendBlockedSIMOPS ReviewClearHover any cell to read the rule.

All rules operator-configurable in product · default set from API RP 75 / IOGP 463

SIMOPS Permit Workflow — 6 Steps

1

Work Request Submission

Supervisor enters work type, zone, start time, duration, personnel count. System queries all active and pending permits in the same zone.

2

Conflict Detection

Automatic check against the incompatibility matrix. Hard incompatibility blocks issuance; potential interaction triggers SIMOPS review.

3

SIMOPS Review Meeting Log

Both permit issuers + Area Authority document conflicts, agreed controls (sequencing, barriers, comms, safety watch), and signatures.

4

Conditional Permit Issuance

Both permits issued with linked conditions. Each carries SIMOPS flag, linked permit number, and required check-in intervals.

5

Active SIMOPS Monitoring

Live dashboard of permit pairs. Supervisors acknowledge active conditions at intervals; missed check-ins escalate to Area Authority.

6

Permit Closure Coordination

When one permit closes, the linked issuer is notified. Conditions trigger re-evaluation of restrictions on the linked permit.

Build Phases — Q3 2026 → Q2 2027

  1. 01

    Incompatibility matrix engine + conflict detection on submission

    Q3 2026
  2. 02

    SIMOPS review log + conditional permit issuance with linked controls

    Q3 2026
  3. 03

    Live SIMOPS dashboard + Gantt timeline view

    Q4 2026
  4. 04

    Zone / area map with facility diagram upload

    Q4 2026
  5. 05

    Check-in monitoring + escalation alerts

    Q1 2027
  6. 06

    Stop Work Authority integration

    Q1 2027
  7. 07

    Configurable matrix (operator-defined rules)

    Q2 2027

Competitive Landscape — SIMOPS Capability

  • Paper-based PTW systems
    None
    Manual coordination, high failure risk.
  • SAP EHS
    Partial
    Desktop only, no field-first design.
  • Enablon
    Partial
    Enterprise only, six-figure contracts.
  • Intelex
    None
    No SIMOPS coordination engine.
  • Generic CMMS
    None
    Work orders are not permits.
  • Soteria FieldUs
    Full
    iPad-first, offline-capable, field-native.
The SIMOPS Pitch

Soteria Field is the only field-native permit platform with a built-in SIMOPS coordination engine — automatically detecting conflicting work permits, blocking dangerous combinations, and documenting every SIMOPS review for BSEE and API RP 75 compliance. The tool that Piper Alpha needed. The tool your platform needs today.

Net-new build · No competitor has this
Built On
Federal-Cleared CloudMobile-Native iPad AppCompliance Records EngineEncrypted by DefaultAudit-Ready From Day One
03Private Sector GTM

Targeting the $6B+ EHS & Compliance Training market.

Soteria enters the enterprise via the relationship Trainovate already owns: safety consulting and OSHA training. Every consulting engagement is also a Soteria discovery call.

Industries We Serve

Manufacturing & Food Production

Manufacturing & Food Production

High-volume production lines · OSHA / GMP / food safety

Aviation & Aerospace MRO

Aviation & Aerospace MRO

Hangar-floor training · technician credentialing

Logistics & Distribution

Logistics & Distribution

DC and 3PL operations · forklift recertification

Construction & Industrial Services

Construction & Industrial Services

Crew briefings · digital toolbox-talk delivery

Target Verticals

GTM Motion

1

Land via Safety Consulting & OSHA Training

Use Trainovate’s existing OSHA 10/30 and EHS consulting relationships as the door-opener. Soteria is introduced once trust is established.

2

Identify Training Pain Points → Demo Soteria

Audit current compliance training stack. Quantify audit risk, paper burden, and certification lapses. Map findings directly to a tailored Soteria demo.

3

Pilot (1 Department, 30-Day Onboarding)

Stand up a single facility or function. Migrate priority courses, set up role-based permissions, train administrators, and capture before / after compliance metrics.

4

Enterprise Seat Expansion

Convert pilot success into a multi-site rollout. Negotiate annual contract with volume tiers and dedicated customer-success engagement.

5

Upsell Custom Curriculum + Analytics Tier

Layer in client-branded courses authored by Trainovate’s instructional design team, advanced analytics, and integrations (HRIS, SSO, compliance reporting).

Pricing Model

Tier 1

Starter

Per-seat SaaS for SMBs and single-site teams.

Self-serve · Standard course library · Email support

Tier 2

Enterprise

Flat-rate annual + custom curriculum.

Multi-tenant · SSO · Dedicated CSM · Branded portal

Tier 3

Consulting-Led

Bundled with safety advisory retainer.

Embedded EHS expertise · Compliance audits · Roadmap planning

Market & Pipeline

$0B

EHS Training Market (2025)

0%

Of companies lack digital compliance training

0

Priority verticals in active outbound

04Federal / GovCon GTM

SDVOSB-Positioned for VA, DoD, and civilian agency set-asides.

Trainovate's federal play is purpose-built around the SDVOSB set-aside ladder. Synergy Federal Group leads capture; Trainovate delivers the technical solution.

Trainovate × Synergy JV

Trainovate

Technical Prime

SDVOSB · Veteran-Founded

JV Entity

Wyoming LLC

Joint Venture · 2026

Synergy Federal Group

Capture Lead

Federal BD · Cybersecurity

Federal Context

Department of Veterans Affairs

Department of Veterans Affairs

Workforce training across VAMCs and CBOCs

Department of Defense

Department of Defense

Installation safety · MOS-aligned curriculum

Federal Civilian Agencies

Federal Civilian Agencies

GSA · DOL · DHS components

Federal Target Agencies

Contract Vehicles & Strategy

SDVOSB Set-Aside (Vets First)

Active

Trainovate is SDVOSB-certified — eligible for Vets-First sole-source up to $5M (services) and competitive set-asides at VA.

SPRUCE IDIQ (IT Modernization)

In Pursuit

Position Soteria as a workforce-modernization solution for Army installations. Synergy leads capture; Trainovate is technical prime.

GSA MAS Schedule

Planned

Targeted submission in 2027 once federal past-performance file is built across VA / DoD task orders.

Synergy Capture Teaming

Active

Synergy Federal Group serves as capture lead and BD relationship owner; Trainovate executes technical solution and delivery.

FedRAMP Alignment

Architected from day one to satisfy FISMA, FedRAMP Moderate, and NIST 800-53 control families.

Federal-Cleared Cloud Deployment Path

Architected from day one to run inside a federal-cleared cloud boundary for FedRAMP Moderate alignment.

Zero-Trust Architecture

Identity-aware access, encrypted communication between services, and per-tenant cryptographic boundaries.

Audit Trail + FISMA-Ready Logging

Immutable, time-stamped audit log of all administrative and learner actions, exportable for Inspector General and ATO review.

Federal GTM Motion

  1. 1

    Capability Statement + SAM.gov Active

    Trainovate capability statement live; SAM.gov registration current with NAICS 611430, 611710, 541511, 541512.

  2. 2

    Target VA & DoD Small Business Set-Asides

    Daily SAM.gov / GovWin scrape against SDVOSB and small-business-set-aside solicitations in workforce-training scope.

  3. 3

    Synergy Leads Capture / BD Relationships

    Synergy Federal Group owns customer access — OSDBU intros, vendor days, and pre-RFP shaping conversations.

  4. 4

    Trainovate Delivers the Technical Solution

    Soteria platform, instructional-design output, and program management. Past-performance file builds with each task order.

  5. 5

    Expand via IDIQ Task Orders

    Convert single awards into multi-year recompetes; pursue prime IDIQ slots once revenue history qualifies.

Capture Discipline

Pre-RFP shaping via Synergy BD network.

Joint Past Performance

Every task order builds the JV file.

Compliance-Native

Tech stack already aligned to ATO requirements.

052026 Execution Roadmap

Twelve months. Four quarters. One anchor client and one federal award.

Click any milestone to expand detail. Click status badges to cycle through Planned → In Progress → Complete — the timeline updates live.

Q1 2026

Jan – Mar

Foundation & First Pilot

Quarter Progress100%
  • Complete
  • Complete
  • Complete
  • Complete
  • Complete
  • Complete

Q2 2026

Apr – Jun

Federal Entry & Platform Depth

Quarter Progress50%
  • In Progress
  • In Progress
  • In Progress
  • In Progress
  • In Progress
  • In Progress

Q3 2026

Jul – Sep

Analytics, Mobile & Federal Bid

Quarter Progress0%
  • Planned
  • Planned
  • Planned
  • Planned
  • Planned

Q4 2026

Oct – Dec

Anchor Client & FedRAMP Path

Quarter Progress0%
  • Planned
  • Planned
  • Planned
  • Planned
  • Planned
Legend Planned In Progress Complete
06Marketing Execution Plan

Two pipelines. One operating cadence.

Filter by motion. Click any item to mark it as in-flight in your run-of-show. Items show priority badges so the team knows what gets the next available hour.

Filter11 channels · 0 active

2026 KPI Targets

Target

0

Demo requests / month

Target

$0K

Pipeline value (Q4 2026)

Target

0

Federal bids submitted (2026)

Target

$0K

MRR target (Q4 2026)

07The Team

Why Trainovate wins in a market of generalists.

The unfair advantage isn't a single skill — it's the stacking of EHS credentials, instructional design, and engineering inside one founder, supported by a federal teaming partner who owns capture on the buyer's side of the table.

Founder · CEO

Jamil Jones

Builder, operator, and OSHA-credentialed instructor turning a stack of unrelated skills into a workforce-learning OS.

Ten-plus years of EHS and OSHA training plus an engineering trajectory that reduces dependency on outside dev shops. Bootstrapping discipline keeps Trainovate capital-efficient.

Credentials & Skills
MBA
OSHA 500 / 501 Path
Full-Stack Developer
Veteran · SDVOSB Certified

Synergy Federal Group

JV Partner — Federal Capture & BD

Federal capture, BD, and proposal leadership for the Wyoming JV. Owns OSDBU, agency, and prime-contractor relationships across VA, DoD, and the federal cybersecurity community.

Trainovate Delivery Bench

Instructional Design · Engineering · Media

In-house instructional design, course media production, and engineering capacity. Scales with revenue — additional hires sequenced against signed contracts, not speculative runway.

Who We Build For

Industrial Workforce

Industrial Workforce

The people we build for

iPad in the Field

iPad in the Field

Workers learn where the work happens

Operations

Operations

Tablet-led floor inspections

Unfair Advantages

  • SDVOSB set-aside eligibility
  • Domain expertise: EHS + instructional design + engineering
  • Active outbound across 4 priority verticals
  • FedRAMP-aligned from day one
  • Bootstrapped — lean and capital-efficient
08Partnership Opportunity

Pick your lane. Let's build.

Whether you're a strategic platform, a federal teaming partner, an investor, or an enterprise looking for a pilot — here is the specific shape of the conversation we want to have with you.

Strategic Partner

Co-sell, channel referrals, and platform integration.

  • Co-marketing into safety-consulting and EHS-services accounts.
  • Integration with HRIS, EHS-software, and incident-management vendors.
  • Revenue share on referred enterprise accounts.
TRAINOVATETechnologies
SDVOSBVeteran-FoundedFedRAMP-Aligned
Closing Note

The workforce of tomorrow
trains on Soteria.

TRAINOVATE TECHNOLOGIES · 2026