Investor note · pre-seed

The Round, in the Open

Five documents, twenty-one sheets, in the order we would walk you through them. We build the layer that lets an AI agent act inside a company's books without anyone losing the audit — and it runs today. Every figure carries its source, and the ones we could not verify are marked as such.

22 August 2026 ~$905k SAFE Wyoming LLC · pre-revenue 21 sheets
Note V
I

Who we are, and the economics

D2 · 5 sheets

Sheet 1 — Systems that act, under proof

Manifesto — systems that act, under proof

Sheet 2 — One architect and an AI, nine months in

Who we are, and how the decisions are made

Sheet 3 — Three products, one engine

Products and what is live today

Sheet 4 — The product costs a tenth of the factory

Economics: the cloud bill split by what it buys

Sheet 5 — What the money buys, line by line

Use of funds, indicative allocation over 18 months
II

The market, the price, and who is ahead of us

D1 · 5 sheets

Sheet 1 — We enter a budget that already exists

Continuous controls monitoring: the category and its unkept promise

Sheet 2 — Every adjacent segment is taken. One question in it is not

Market map by object of control, and the profession's objections

Sheet 3 — Not locked to one cloud, and it is already mapped

Portability across clouds and the five gates before deployment

Sheet 4 — Priced against the incumbents, not against a guess

Year one cost for a 25-seat company across ERP vendors

Sheet 5 — The gap is not the price. It is what is inside it

Capability comparison and three scenarios
III

What actually breaks, and what we do about it

D4 · 4 sheets

Sheet 1 — Two incidents that are public record

Public incidents where an agent acted without a gate

Sheet 2 — Four measurements, none of them ours

Independent measurements on agent reliability

Sheet 3 — Prompts are not controls

Why prompt-based defences are not controls

Sheet 4 — What we will prove, and how

What we intend to prove and with what evidence
IV

Who builds it

D5 · 4 sheets

Sheet 1 — We join what the industry keeps splitting apart

The idea: human and AI as one operating unit

Sheet 2 — An unusual family, and one engineering habit

Founder background: RBC, Ruslight-M, and the family rule

Sheet 3 — Speed is the visible part. The flow underneath is the asset

Three episodes from the log, hour by hour

Sheet 4 — The proof of concept is the pair that built it

Countable artefacts and the discipline we would rather be judged on
V

Why we do it at all

D3 · 3 sheets

Sheet 1 — Why, measured rather than asserted

The mission, with three measurements behind it

Sheet 2 — The inversion, and sovereignty

Giving a company its own model rather than renting someone else's

Sheet 3 — The bar

The standard we hold ourselves to
§

Further, if you want depth

We tend to over-document, and the ratio is not an accident: 478,126 lines of documentation against 254,528 lines of code, counted by script on 22 August 2026. Nearly two lines written about why and how for every line built.

The reasoning, written: It's Not the Model. It's Everything Around It. — 8,489 words, 41 sources, and a section naming what the article itself got wrong. It is the clearest statement of why we build what we build.

The rest of the company: products · technology · company.

On request: the print set as a single PDF, a four-minute walkthrough of the live product, and the working notes behind every figure on these sheets.

Write to us

Vladimir Taimer · Founder · ARE5 Technologies LLC · Wyoming, incorporated 18 June 2026 · ceo@are5.ai