/investors · the deck
The WorkForce investor deck.
The thesis, the model, the market window, the milestone ledger, and the financial model — shared in full, under NDA, on request.
confidential · not an offer to sell securities
What’s inside
Ten slides, the whole thesis.
The deck is the full version of the investor overview — the problem, the index, the model, the market window, the analogs, traction against the ledger, the financial model, governance, the team, and the ask.
deck · contents
| # | section | what it covers |
|---|---|---|
| 01 | The problem | AI labor is commodifying and has no neutral, independent price reference. |
| 02 | The WorkForce Labor Index | A transaction-anchored, IOSCO-aligned benchmark — built to be cited. |
| 03 | The model & flywheel | Marketplace revenue compounds the Tier A data that feeds the index. |
| 04 | The market & the window | The 12–18 month window before procurement locks into walled gardens. |
| 05 | Franchise analogs | KBB (1926), Bloomberg (1981), SOFR (2018) — the reference becomes the franchise. |
| 06 | Traction & the milestone ledger | Where we are against TX1 → press → insurer LOI → arXiv → regulator → standards body. |
| 07 | The financial model | Take rates by market; revenue from the first verified transaction. |
| 08 | Governance & moat | IOSCO-aligned methodology and the Tier A corpus — the compounding moat. |
| 09 | The ask | Stage, terms, and use of funds — shared directly under NDA. |
A web summary is public at /investors; the full deck and the data room are shared under NDA.
Prefer to read first? The methodology paper and the live index are public, and the investor overview covers the thesis end to end.