Gecko Materials

19 statements across 3 episodes · 14 bullish · 0 bearish · 4 people on the record · first statement Aug 21, 2024 by Mac Conwell · said 27 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by Capella Kerst (14), Josh Muccio (8), Mac Conwell (3)

tap a year for its mentions
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02320242025episodes it came up in
007.51.515320242025episodesmentions per episode
2025 5 mentions in 3 episodes 2 per episode
2024 22 mentions in 2 episodes 11 per episode

every mention, scene by scene, with the transcript →

Everything said about Gecko Materials, oldest first

Aug 21, 2024 bullish
Prediction Not checkable as stated
Conwell: Gecko Materials could be a multi-billion-dollar government business
“I mean, this is, this could be a billion, this would be a multi-billion dollar company just working with the government.”
Mac Conwell Aug 21, 2024 ▶ 17:29 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 neutral
Disclosure
Kerst: Gecko Materials raised $2M pre-seed at $26M cap plus $775k grants
“We did a two million pre-seed in twenty-twenty-one with a cap of twenty-six million. And then we did 775,000 in non-dilutive grants.”
Capella Kerst Aug 21, 2024 ▶ 5:43 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 bullish
Prediction Not checkable as stated
Kerst: Gecko Materials will reach $80M ARR within five years
“So we are two X-ing our revenue this year, 3.8 X-ing the following year. And then end of five years, we will be ARR of eighty million. And that is based solely upon our current paying customers only and their LOIs that are located in the data room.”
Capella Kerst Aug 21, 2024 ▶ 9:53 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 bullish
Assertion Not checkable as stated
Kerst: Gecko Materials did $727k in 2023 revenue and is on track to double it in 2024
“We did 727,000 in revenue last year in 23, and we're on track to doubling it this year.”
Capella Kerst Aug 21, 2024 ▶ 2:44 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 positive
Assertion Contradicted
Kerst: Gecko Materials is working with the US Navy on underwater gripping
“So there is applications that we're working with the Navy in that sense, in which you are going to have a gripper that's obviously not on string.”
Capella Kerst Aug 21, 2024 ▶ 8:42 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 bullish
Opinion
Banister: Gecko Materials' valuation is fair for its business type
“By the way, your valuation is fine for what the type of business you are. It's, we're more commenting on the types of businesses we see. And they're, it's not about you. It's just, we do software mostly. Is really what it comes down to. But you could be a Spac…”
Cyan Banister Aug 21, 2024 ▶ 14:36 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 positive
Assertion Partly supported
Kerst: Gecko Materials cut adhesive production time from 48 hours to 15 minutes
“It would take over 48 hours to make one unit. Because of the invention and my patent, we can make it in under 15 minutes.”
Capella Kerst Aug 21, 2024 ▶ 5:24 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 positive
Assertion Partly supported
Kerst: Gecko Materials is on the ISS and under paid Space Force contract
“We've completed two Air Force and Space Force contracts, and we are on the International Space Station, and we're actually in now a standalone, it's not a grant, it's actually a contract in which they're paying with the Space Force right now.”
Capella Kerst Aug 21, 2024 ▶ 5:57 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 neutral
Assertion Not checkable as stated
Kerst: Gecko Materials is currently 10x the price of Command Strips by area
“Well, actually right now it is only 10 times more expensive than command strips if you're doing area per string.”
Capella Kerst Aug 21, 2024 ▶ 8:09 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024
Disclosure
Kerst: Gecko Materials is raising $8M with strategic follow-on capital secured
“We're currently raising an eight million round. We are searching for a lead investor, minimum check size, one million. We have enough follow on from CVCs and other strategics to complete the round.”
Capella Kerst Aug 21, 2024 ▶ 2:52 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 positive
Disclosure
Kerst: Gecko Materials pays Stanford 1% equity and 2.5% royalties
“So the GECO materials is one percent equity, 2.5% royalties.”
Capella Kerst Aug 21, 2024 ▶ 5:09 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 neutral
Assertion Not checkable as stated
Muccio: Gecko Materials' round is overcommitted but lacks a lead investor
“After the show, we found out from Capella that her round is actually overcommitted, and yet she hasn't been able to raise a dime of it because she's waiting on a lead investor to step up and price the round.”
Josh Muccio Aug 21, 2024 ▶ 20:03 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 bullish
Assertion Not checkable as stated
Kerst: Gecko Materials counts Honda, Ford, Toyota, GE, Intel, and Hyundai as customers
“Honda, Ford, Toyota, GE, Intel, Hyundai are just to name a few of our seven of our customers here on Earth.”
Capella Kerst Aug 21, 2024 ▶ 2:29 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 bullish
Prediction Not checkable as stated
Kerst: Gecko Materials will reach 88% profit margins within two years
“In the next two years, we'll be at 88% profit margins.”
Capella Kerst Aug 21, 2024 ▶ 6:47 Stanford Engineer: Gecko-Inspired Space Velcro
Aug 21, 2024 positive
Insight
Conwell: Government contracts are a proven playbook for lab spinouts
“We have seen massive companies build, come out of labs, start in government, and then over time transition, and the technologies that come from government are usually very transformative and usually really big companies.”
Mac Conwell Aug 21, 2024 ▶ 12:45 Stanford Engineer: Gecko-Inspired Space Velcro
Dec 12, 2024 bullish
Assertion Partly supported
Kerst: Gecko Materials deploys on the ISS and lands major enterprise clients
“We're currently on the International Space Station. Honda, Ford, Toyota, GE, Intel, Hyundai are just to name a few of our seven of our customers here on Earth.”
Capella Kerst Dec 12, 2024 ▶ 4:20 Season 12 Finale: What Happened After The Pitch?
Dec 12, 2024 positive
Disclosure
Kerst: Gecko Materials raised an $8M seed round at a $26M valuation
“A pre-money evaluation of twenty six million for an eight million dollar round is what we landed at.”
Capella Kerst Dec 12, 2024 ▶ 8:39 Season 12 Finale: What Happened After The Pitch?
Dec 12, 2024 bullish
Disclosure
Muccio: The Pitch and listeners invested $900k in Gecko Materials
“After the show aired, we ended up hosting a syndicate for our LPs, aka listening partners, wink, wink, and you all invested an additional 600,000 in the company, and we invested another 300,000 out of the pitch fund.”
Josh Muccio Dec 12, 2024 ▶ 12:46 Season 12 Finale: What Happened After The Pitch?
Mar 12, 2025 neutral
Disclosure
Muccio: A $16M valuation sits at The Pitch Fund's typical price ceiling
“This is like right at the ceiling of the price we usually do. Unless we're investing in a baller company like Will's. Gecko materials. We make exceptions.”
Josh Muccio Mar 12, 2025 ▶ 25:18 The $1.2 Billion EdTech Opportunity Nobody Saw
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