Series A | Backed by AI Fund (Andrew Ng)

The Agent OS Layer for
270M+ PCs

OEMs spent billions adding NPUs to laptops.
We make those NPUs actually useful.

$50B+
TAM by 2027
270M+
PCs Shipped (2025)
Acer
Signed & Deploying
$3.1M
Raised to Date
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The Problem

AI PCs Are Shipping.
But Where's the AI?

Hardware Ready, Software Missing

Intel, AMD, Qualcomm all shipping 40+ TOPS NPUs. But users ask: "So what can it do?"

OEMs Need Differentiation

Every laptop looks the same. OEMs desperately need software to justify AI PC premium pricing.

Cloud AI β‰  Personal AI

ChatGPT doesn't know you. Enterprise users won't send sensitive data to the cloud.

0%

NPU utilization on most AI PCs today

Billions spent on hardware. Zero software to use it.

The Solution

IrisGo: Your Executive Assistant That Lives On Your PC

Context-aware. Privacy-first. Pre-installed by OEMs.
The EA that actually knows you.

🧠

Context-Aware Engine

Personalized AI Memory

Long-term memory across sessions. Learns your habits. Proactively helps without asking. "IrisGo knows me better than I know myself."

πŸ› οΈ

Skills Marketplace

Extensibility & Network Effects

User-created prompts + developer integrations. More skills β†’ More users β†’ More developers. Target: 1,000+ skills by 2026.

⛏️

Workflow Mining Network

Mining Real Work for Agentic AI

PCs once mined coins. IrisGo PCs mine consent-clean workflow data β€” the human demonstrations frontier labs need to train agentic AI. B2B revenue from AI labs.

See It In Action

Context Engine

Skills System

Data Network

Smart Home

Market Timing

Why Now? The AI PC Inflection Point

Hardware Ready

Intel Panther Lake, AMD Strix, Qualcomm Snapdragon X all shipping with 40+ TOPS NPUs in 2025-2026.

Market Explosion

270M PCs shipped in 2025 β€” the biggest upgrade cycle in 4 years. First-mover advantage is critical.

OEM Urgency

OEMs need software partners NOW to differentiate. We have signed deals. Competitors don't.

TAM (2027)
$50B+
AI PC Software Market
SAM
$8B
OEM Pre-install + SaaS
SOM (2027)
$500M
10M Users @ $50 ARPU
Traction

From Zero to OEM Deals in 6 Months

July 2025 Completed

Pre-Seed: $1M from AI Fund

Andrew Ng's AI Fund leads. Team assembled.

October 2025 Completed

Intel Solution Partner

Official Intel partner for Panther Lake. NPU optimization complete.

November 2025 Key Milestone

Acer OEM Partnership Signed

First Tier-1 OEM deal. Pre-installation agreement for 2026 models.

December 2025 Completed

Seed Round: $2.1M Closed

AI Fund leads again. Total raised: $3.1M. Legal: Fenwick & West.

January 2026 Completed

CES 2026 Success

Mouse Computer (Japan) trial. Multiple tier-1 OEM conversations opened (names under NDA).

June 2026 Next Milestone

Computex 2026 Taipei

Live demo booth. Multi-OEM showcase. Series A investor meetings.

OEM Traction: 150M+ PCs Annual Distribution Pipeline

Source: Gartner/IDC 2024 PC Shipment Report

Acer
βœ“ Signed

17M/yr

Global, no time limit

3 More Tier-1 OEMs
In Discussion

149M/yr combined

Names under NDA β€” available in data room

"Our GTM isn't B2C user acquisition β€” it's OEM pre-install. One Acer contract = 17M potential PC distribution annually."

Business Model

Consumer Platform + Enterprise Data

OEMs distribute for free. Users convert to premium. Behavior data feeds enterprise AI.

Consumer Revenue

Premium Subscription

from $14.9/mo

Advanced AI models & features

Skills Marketplace

30% take

Third-party skill sales

Enterprise Revenue

Workflow Data Licensing

B2B

Consent-clean workflow trajectories for labs training agentic AI

Target customers: frontier AI labs

Revenue Projections (3-Year)

Year 1 (2026) $1M ARR
Subscription + Marketplace + Workflow Data
Year 2 (2027) $5M ARR
Subscription + Marketplace + Workflow Data
Year 3 (2028) $20M ARR
Subscription + Marketplace + Workflow Data
Gross Margin 70-80%
LTV:CAC (OEM) 10:1

Every active user creates value β€” before they ever pay

Subscription conversion is one engine, not the only one. An activated user who never upgrades still generates opt-in workflow data that frontier labs license β€” revenue tied to activation, not to a paywall. OEM distribution β†’ activation β†’ value no longer depends on a single conversion funnel.

The $1B Vision

The Workflow Mining Network

Every workday on 270M+ PCs is training data frontier labs can't get anywhere else.
Bitcoin mining turned idle GPUs into money. Workflow mining turns real work into the fuel for agentic AI.

The Problem for AGI Companies

  • Internet data is exhausted. Models are plateauing.
  • Agentic AI needs human computer-use demonstrations β€” the scarcest data on earth.
  • Nearly all capture supply is macOS-first. The Windows workforce is unrecorded β€” we own that channel.

Our Solution

  • The Timeline captures real work sessions β€” screen, UI structure, input β€” on-device.
  • Users opt in per session. Consent receipts and redaction travel with every trajectory.
  • Users earn GoT credits. Labs get consent-clean Windows workflow data at OEM scale.
$134B
Human-in-the-Loop TAM
by 2034
270M+
PCs = Data Nodes
Canalys projection
20%
Platform Take Rate
B2B data licensing
166M+
OEM Pipeline Units/yr
67.8% of Windows PC shipments

This isn't just an AI PC app. This is the data infrastructure layer for AGI.

Competitive Advantage

Three Moats. Compounding.

Distribution Moat

OEM pre-installation = zero CAC acquisition at scale. Competitors can't replicate our deals.

Hard to copy: Took 6 months to close Acer. Relationship-driven.

Network Effects

More users β†’ More Skills β†’ More developers β†’ More users. Classic platform flywheel.

Defensible: Skills built for our platform won't work elsewhere.

Data Moat

Consent-clean workflow trajectories with auditable, per-session provenance. In the copyright-litigation era, labs only buy data that carries its receipts.

Unique: OEM-scale capture on Windows β€” the workforce every Mac-first recorder misses.
Long-Term Vision

Three-Engine Flywheel

270M+ PC users Γ— Three revenue engines Γ— One token economy

πŸͺ™ GoT Token Economic Engine
⛏️

Workflow Mining Network

Users opt in to contribute work sessions; frontier labs license the trajectories

$134M
ARR Potential
⚑

Skill Marketplace

Developers publish AI Skills, 30% platform commission

$120M
ARR Potential
πŸ’»

OEM Channel

Pre-install via Acer + tier-1 OEM pipeline into the 270M+ PC market

$200M
ARR Potential
πŸ’»OEM Pre-install
β†’
πŸ‘₯Acquire Users
β†’
⛏️Contribute Workflows
β†’
πŸͺ™Earn GoT
β†’
⚑Buy Skills
β†’
πŸ”„Value ↑
Total Addressable ARR Potential
$454M
Three Engines Synergy Β· 2028 Valuation Ceiling ~$4.5B
$134M
Workflow Mining
$120M
Skill Marketplace
$200M
OEM Channel

* ARR Potential represents total addressable ceiling. See Business Model section for conservative 3-year projections ($1M β†’ $5M β†’ $20M ARR).

Team

Built by Operators Who've Done It Before

Jeffrey Lai

Jeffrey Lai

CEO & Co-Founder

Ex-Apple Siri Engineering Manager. CMU ECE. Led voice AI teams at scale. AI Fund Founder-in-Residence.

Arnold Yip

Arnold Yip

CTO & Co-Founder

Ex-Apple 10+ years. Software Engineering Manager. CMU ECE BS+MS. 2 US Patents. Shipped products to millions.

Lman Chu

Lman Chu

COO & Co-Founder

25+ years hardware-software integration. Serial entrepreneur. The OEM whisperer β€” two decades of tier-1 PC OEM and Intel relationships.

Backed By

AI Fund

Andrew Ng

Intel

Solution Partner

PC OEMs

Partners

Legal: Fenwick & West LLP

Series A

$20M to Own the AI PC Layer

55%
People

$11M - US Eng + Asia Ops

15%
AI COGS

$3M - Free user costs

15%
Marketing

$3M - PR, events, community

5%
Ops & Legal

$1M - Infrastructure

10%
Reserves

$2M - Runway buffer

18-Month Milestones

Clear path to Series B

1M

MAU

50K

Paid Subscribers

$5M

ARR

5+

OEM Partners

50K

Active Contributors

5+

B2B Data Clients

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lman@irisgo.ai
irisgo.ai
πŸ“Š

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