THRULINE
Solutions
Strategy Pack · v0.1
Confidential — Partners
July 2026
The through-line · training-only

Own the training
layer of security.

A regulation-driven, recurring-revenue market hiding behind commodity coursework. Thruline enters with a proven de-escalation course, an AI authoring pipeline, and three operators who know the buyer. This is the case, the numbers, and the plan.

Wedge 01 — verified

The delivery-model gap

CPI — the dominant de-escalation brand — sells only train-the-trainer certification. Nobody national sells a modern per-seat, self-paced online de-escalation course. That lane is empty. It's the one we already occupy.

Wedge 02 — verified

The regulator's own gap

Minnesota's Board states in its 2025 plan that current curriculum "needs to better reflect" real working conditions. Pending bill SF2163 would mandate de-escalation content — our flagship topic, made law.

Wedge 03 — the buyer

Compliance sits with the firm

MN licenses agencies, not guards. Firms must attest every employee was trained, at renewal. The buyer is concentrated, obligated, and recurring — ideal for seat licenses.

The bet

Lead B2B in Minnesota. Get the de-escalation course Board-approved as Continuing Training, build a 12-hour pre-assignment bundle, sell seats to the ~198 protective-agent agencies, and run a direct-to-individual storefront as secondary SEO capture.

02 — The demand engine

Minnesota is a mandate,
not a market you persuade.

State law compels the training. Every licensed agency renews on an annual cycle and must certify its people were trained. Demand doesn't need to be created — it needs to be captured.

198
Protective-agent
agencies (the buyer)
~14,600
Security & investigative
professionals in MN
12+6
Hrs pre-assignment
+ hrs/yr continuing ed
30d
Board approval
processing time
The recurring cycle

12 hours of certified pre-assignment training within 21 days of hire, plus 6 hours every year of continuing training — for all license holders, managers, partners, and employees. Armed personnel add 6 more. Enforced by renewal affidavit. ✓ Minn. Stat. 326.3361

Crowded on paper, thin in practice

The Board lists ~1,500 courses from 259 providers — but most are security firms certifying in-house courses, not vendors selling training. The identifiable commercial online sellers are a short list of three. ✓ Board 2025 overview

Tailwind

MN SF2163 (pending): would raise requirements to 40 pre-assignment + 24 CE hours with mandatory de-escalation and mental-health-crisis content — roughly tripling per-guard demand and making our flagship topic legally required. Not law yet. Track it closely; it reshapes the model if it passes.

NATIONAL CONTEXT — unarmed initial-training mandates run 4–48 hrs (CA/FL 40, NY 24, IL 28, TX ~6). CA now requires 4 hrs in-person from Jan 2026, constraining online-only sellers in the largest state. MN, at 12+6, is a clean online-first beachhead.

03 — The field

Who's actually selling,
and where they're soft.

Sort and filter the field. Verified rows survived primary-source fact-checking. The national de-escalation leader doesn't sell what we sell — that's the opening.

Provider Type Modality MN approval 12-hr 6-hr renew Signal
Honesty flag

The claim "incumbents are dated slideware" was refuted for lack of evidence — nobody verified their actual course quality. Our proven wedges are the delivery-model gap (CPI) and the regulator-stated curriculum gap. Before "we look better" goes in a sales deck, buy the $80–150 competitor courses and tear them down.

04 — The model

Size the opportunity.
Move the inputs.

A live model of the Minnesota B2B seat-license path, with a direct-to-individual storefront layered on top. B2B seat price is your assumption — no public benchmark exists yet, so pressure-test it here.

Concentrated buyer — 198 protective-agent licensees total.
MN averages ~74/agency but skews to a few large firms; most are small.
⚠ Unverified — B2B seat pricing has no public benchmark. D2C anchors at $80–150 (12hr) / ~$89 (renewal).
Secondary SEO-capture channel at ~$109 avg (verified Defencify price).
$48K
Blended annual revenue

B2B guards covered800
% of MN market5.5%
B2B seat revenue$48K
D2C storefront$33K

Total addressable (MN)$876K
TAM = 14,600 pros × avg seat price. Illustrative, not a forecast.
05 — The product

What we ship,
and in what order.

A focused catalog anchored on the asset we already have, delivered on infrastructure we already run, approved through a pathway that's a checklist — not a moat.

De-Escalation exists

The flagship. Assessment-gated, certificate-issuing, SCORM. Submit for Board approval as Continuing Training — Protective Agent.

12-hr Pre-Assignment Bundle build

Covers Rule 7506.2600 Subp. 3 topics. The mandatory entry course every new guard needs — highest-volume SKU.

6-hr Annual CE Track build

The recurring hook. Fresh modules yearly so agencies renew seats, not just buy once.

Expansion catalog later

Use-of-force decision-making, situational awareness, workplace-violence prevention. Ranked by verified demand before we build.

Delivery stack — phased

90-day ramp to first revenue

Board approval submission

File Training Course Applications for the de-escalation course + pre-assignment bundle. Instructor resumes attached.

Weeks 1–2

Competitor teardown

Buy Defencify / NITA / NTS courses. Prove or kill the quality-wedge claim before it hits sales collateral.

Weeks 2–3

Pricing + B2B outreach list

Dale/Erik map the ~198 agencies. Set seat pricing at/below the D2C band. Draft the pitch.

Weeks 3–5

Approval clears (~30d) + storefront live

D2C SEO storefront on "Minnesota security guard training." First B2B pilots signed.

Weeks 6–9

First seats sold · track SF2163

Convert pilots to seat licenses. Monitor the bill that could triple demand.

Weeks 9–13

Open questions to close

THRULINE SOLUTIONS · STRATEGY PACK v0.1 · CONFIDENTIAL — PARTNERS ONLY
Sourced from primary-verified market research (July 2026). Claims tagged verified / unverified / refuted in the full report.
Committed to your mission.