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Investor briefing · updated Jul 2026

The operating system for the post-AI business era

Four native desktop apps — one shared brain. Chat, meetings, agents and product surfaces fuse into a single workflow the way Slack + Zoom + Notion + a stack of vertical SaaS should have — but never did.

The problem

Knowledge work is fragmented across ~15 tools per employee.

Enterprise AI copilots (ChatGPT, Copilot, Gemini) are bolted on top — they don't know your customers, your repo, your fleet, or your papers. Chat is one silo, meetings another, product data a third. The "AI" sees none of it.

  • • Context switching burns 40% of engineering time (McKinsey 2025).
  • • Enterprise AI has 6% adoption among ICs — because it doesn't know their work.
  • • Chat platforms don't own the product surface; product surfaces don't own the chat.

The solution

One native app per vertical. One agent identity per app. One shared context ledger.

A user in Enterprise can decide something with Ada; Devon in Develop recalls that decision the next day. Every message, meeting minute, and call transcript is auto-analysed into decisions / actions / insights and piped to the right product feature.

  • • Same runtime under every app · same messenger · same calls · same E2E.
  • • Different persona + tools per vertical — because a robotics agent is not a CRM agent.
  • • Live now. Not a demo. Backend deployed. Every tab tested end-to-end.

Four apps · shared runtime · per-vertical depth

One shell. Four verticals. Four agents.

🌐

Midcore Enterprise

Ada · ops copilot

Products: Close · Mind · Genome · Loom · Council · Babel · Conscience · LedgerEye · Tracks · Pivot · Levy · Vault Banking + 39-agent Automations gallery

Replaces: Salesforce · HubSpot · Notion · DocuSign · Workday

⚙️

Midcore Develop

Devon · staff-engineer copilot

Products: Vibe Coding · Automations (22 dev agents) · Studio · Loom · Tracks · Brain · Mind (Journal)

Replaces: Cursor · GitHub Copilot · Linear · Sentry · Datadog

🔬

Midcore Research

Iris · senior-scientist copilot

Products: 60-paper research corpus · real Welch t-tests + random-effects meta · Automations (20 research agents) · Brain

Replaces: Zotero · ChatGPT Deep Research · Overleaf · arXiv + Semantic Scholar workflows

🤖

Midcore Robotics

Rex · fleet-ops copilot

Products: Robotics (fleet · missions · telemetry · safety · sim · kitting) · Designer (URDF→GLB) · Automations (20 robotics agents) · Brain

Replaces: Foxglove · MoveIt/Gazebo · Isaac Sim + fleet tools

Shared across all four

The Communication Hub

One rail slot per app. Agent pinned first. Inter-user threads below. Real A/V. Real E2E. Real analyzer. Real pipeline into product features.

💬

Unified Communication Hub

One rail slot per app. Agent pinned first, human threads below.

📞

Real A/V via LiveKit

Room-join · mic/cam/screen-share · remote video grid · recording.

🧠

Agent-in-thread

Auto-extracts intent · entities · decisions · from every message + call transcript.

📅

RRULE meetings + .ics export

Real recurrence rules · one-click add to Outlook/GCal.

🔒

E2E encryption

AES-256-GCM today · MLS-ready envelope. Retention + legal hold enforced server-side.

📎

Inline previews · AV rejection

Image · video · audio · PDF preview via Blob URLs · EICAR rejection at upload.

Slash commands + mentions

/schedule /pin /agent /mute · @mention parsing · draft persistence per thread.

🔍

FTS5 bilingual search

Full-text search across every thread · unicode-aware · fast.

Why it wins

Five defensible moves

1

Cross-app context ledger

Ada's decisions, Devon's PR notes, Iris's paper summaries, Rex's incidents in one ledger per user. Every agent recalls every sibling's work. No competitor owns four verticals under one shell.

2

Real product actions

260+ typed, safety-gated manifest actions (click / fill / navigate / run workflow / open form). Each agent does work inside its own product — not just generic chat.

3

Enterprise-grade from day one

E2E encryption · retention policies · legal hold · audit ledger · per-tenant isolation. Not bolt-on. Enterprise-auditable by default.

4

Native desktop, not a web wrapper

Real WebSocket messaging · real LiveKit A/V · real file access · offline resilience · OS notifications. Beats every browser-based competitor on latency and offline behaviour.

5

One codebase, four verticals

Every foundational feature is shared (chat, calls, agents, minutes, retention). New verticals ship by adding a manifest — not by rebuilding a stack.

Traction · as of Jul 2026

Not slides. Working software.

4

Native apps built end-to-end

~150

Packages in one pnpm workspace

91

Foundational products shipped

231

Chat + hub + phase-exit tests · all green

Live

Messenger backend on Docker · healthchecked

Ada · Devon · Iris · Rex

Agents with distinct personas + capabilities

9 phases

Messenger build ladder shipped

From day 1

End-to-end encryption + retention + legal hold

Recent shipping timeline

  • 2026-07-09 — Communication Hub merged with per-product agents. Ada / Devon / Iris / Rex live. Cross-app context ledger shipped. Docker backend deployed + verified end-to-end with real users.
  • 2026-07-08 — Enterprise Automations gallery (39 agents), Develop gallery (22), Research gallery (20), Robotics gallery (20). Real procedures against fixtures. Cinematic UX across four apps.
  • Q2 2026 — Native shell rewritten: Electron + React + TS · 150-package pnpm workspace · CI green.

Market

Big enough to matter. Focused enough to win.

$450B

Global SaaS TAM · Gartner 2026

$90B

Enterprise chat + collab

$40B · 60% CAGR

Vertical AI copilots

Beachhead

Mid-market software companies (Develop). Replace Cursor + Linear + Slack + Zoom with one app that already knows the repo. High willingness to pay. Fast sales cycles. Land-and-expand into Enterprise.

Adjacent moves

Enterprise ops · research labs · robotics ops. Same runtime, different manifest. Each expansion adds a whole new vertical without rebuilding infra — this is the "operating system" wedge that vertical SaaS can't play.

Business model

Three revenue lines

Per-seat subscription
$40 /user/mo

Anchor ARPU · 4 tiers per app (Free / Builder / Squad / Enterprise).

Automation overage
$0.01–$0.10 /run

Overage on agent runs. Aligns cost with model tier + usage.

On-prem enterprise
$50k–$250k /yr

For regulated verticals. Support + SLA + audit exports included.

The ask

$8–12M

Seed · 18-month runway

12-month goals: 25 design partners · 5 paying enterprise pilots · $500k ARR · Develop vertical at product-market fit.

BucketAllocationWhat it funds
Engineering55%8 senior IC hires · close last 15% of ladder · harden multi-tenant infra
Go-to-market25%3 AE + 2 SE · design-partner motion in Develop and Enterprise
Model + infra15%LLM inference · LiveKit media · S3 attachments · on-call rotation
Reserve5%Contingency

Team

Built by the Neurobazar atelier

Founded and built by the practitioners behind Neurobazar — a working atelier of engineers, designers, and researchers shipping real-world AI systems. Full team + portfolio at neurobazar.com/en/atelier.