01Internet SI OS

Investor overview · October 2026
Internet SI OS
The operating system for enterprise superintelligence
By Internet Labs
02The argument

Contents
The argument
Seven chapters, one system
- 01
The problem
Enterprise AI stalls on the company’s own knowledge
03–04 - 02
The system
One install compiles what a company knows and puts it to work in every department
05–07 - 03
The technology
Compile, share, route, protect and learn, inside the client’s walls
08–13 - 04
Build and control
Every team builds in plain words; two people approve every change; IT sees it all
14–18 - 05
The business
A paid Proof, a setup from $5M, a $304B market
19–22 - 06
The plan
Twelve months to build the OS, gates inside each client, Valor after
23–25 - 07
The pre-seed
$5.5M to build the OS and reach Gate 1
26
03The thesis
The problem
Frontier models have read the internet
The knowledge that runs an enterprise
was never on it
- $173M
average planned AI spend over the next 12 months at $1B+ US companies, up 33% on a year
- 37%
of companies see any EBIT impact from AI
- 72%
of US leaders say they lack unified, accessible data
The main constraint is the enterprise’s own knowledge: fragmented, ungoverned and unsafe to hand to autonomous agents.

04Four leaks
The problem
Spending rises; results don’t
Four leaks between the budget and the P&L
Planned AI spend
per $1B+ US company, over the next 12 months (KPMG, Sep 2026)
- 01
Knowledge
60%of AI projects without AI-ready data abandoned through 2026 (Gartner)
Compile the foundation
- 02
Trust
65%have seen agents act beyond their scope; 34% check authorisation when an action runs (EMA)
Keep it permissioned and cited
- 03
Ungoverned building
77%say AI adoption is outpacing their governance (IBM)
Let every team build, under IT’s control
- 04
After the vendor leaves
70%of agentic AI built by vendors’ forward-deployed teams abandoned by 2028 (Gartner)
Leave the client able to evolve it
What the platform must do
Reaching the P&L
of companies see any EBIT impact from AI (McKinsey, Aug 2026)
abandoned most AI initiatives in 2025, up from 17% (S&P Global)
Internet SI OS closes all four, inside the client’s own environment.
05One system

The system
One system for the whole company
Four technologies at its core
Internet SI OS compiles what a company knows into governed memory, puts expert agents to work in every department, and learns from every day of work, in the company’s own environment and under human approval.
- 01
Memory
vaultEvery document, mail, ticket, recording and scanned archive, compiled into cited, permissioned pages.
- 02
Pragmatic
model routingSensitivity decides first, then difficulty: every request reaches the model that serves it best.
- 03
Reversible semantic
pseudonymisationIdentifiers become realistic twins, so models learn without seeing a real identifier.
- 04
Continual
learningFinds its own gaps, tests fixes on real work and keeps what passes.
- One install
- the whole company
- Unlimited departments
- added as data
- Any environment
- cloud, on-prem or air-gapped
- Any model
- on no single vendor
06How it works
The system
How it works
Knowledge in, intelligence out, every change approved
Daily work · read bottom to top
Company material
Scanned paper
Knowledge Compiler a source on every page
Memory vault
Orchestrator pragmatic routing
Expert agents
The Emissary
Approved models
People, in one workspace
Improvement · read top to bottom
Capture
Agents propose
The owner approves
Build or learn
Tested on the living benchmark
A person releases it
07Every department
The system
One install, every department
Nine presets ship ready; any other is added as data, not code

HR
Leave requests, onboarding checklist, policy questions

Finance
Invoice approvals, expense checks, month-end checklist

Sales
Proposal drafts, discount approval routing, account research

Marketing
Brand review requests, campaign briefs, launch checklists

Design
Asset requests, design review intake, research summaries

Engineering
Incident review drafts, runbook lookups, on-call handover

Legal
Contract intake against the playbook, NDA requests

IT
New-hire provisioning, access requests, leaver offboarding

Security
Alert intake and triage, phishing triage, endpoint isolation with analyst sign-off

Any other department
Added as data: no code change, no redeploy
08The Knowledge Compiler
The technology
The Knowledge Compiler
From raw material to cited, permissioned pages
Raw material

- Documents
- Decks
- Wikis
- Tickets
- Recordings
- Paper
The compiler
- 01Map owners and permissions, before reading anything
- 02Label sensitive files before they are taken in
- 03Screen every source for planted instructions
- 04Compile versioned pages, a source on every claim
- 05Recompile only what changed, with one-step rollback
A compiled page Example · Finance
Expense approvals
Claims above a manager’s limit go to Finance for approval.1
Travel booked outside the travel tool needs a written exception.2
Every claim carries its receipts.1 3
- 1 Expenses policy.pdf · page 4
- 2 Travel guide · Finance wiki
- 3 Month-end checklist.xlsx
to compile an enterprise wave (target)
of each department’s in-scope material reached (target)
estimated model spend for a whole company wave, on an assumed corpus
09Compiled beats retrieved
The technology
Why compiled beats retrieved
Knowledge that compounds
| Search and retrieval (RAG) | The memory vault | |
|---|---|---|
| Assembled | On every question | Once, then kept current |
| What accumulates | Nothing | Every source and every approved answer |
| Citations | Chunks chosen by similarity | Every claim carries its source |
| Permissions | Filtered at answer time | Fixed before compiling |
| Change control | None: the index changes as the files do | Owner approval, one-step rollback |
| Where it lives | In a search index | Plain files in the client’s environment |
The test, in every Proof: the vault against plain retrieval on the same model.
10The Emissary
The technology
The Emissary
Answers across departments, never their bases
A person
The asker · in the example, a Sales lead
06Authorisation checked again when an action runs
The question
Released after the check
The Emissary
Carries the asker’s identity on every hop
05A second model, from another family, tries to refute the answer
Under the asker’s rights
Derived material only
The other department’s agent
In the example, Finance’s expert agent
03Answers from its own vault; the base is never exposed
“Can we offer this client a deeper discount?”
“That is above the standard limit; it needs Finance sign-off.”
Finance’s approval limits never leave Finance; only the answer does. And only people start these requests, never agents.
How it is proven
Leak tests
across every pair of departments, on every build.
Identity on every hop,
so an answer can never carry more than the asker may see.
A second department live
is the test the Emissary is switched on against, in v2.
11Pragmatic routing
The technology
Pragmatic routing
Sensitivity decides first, then difficulty
A request
- 01
Sensitivitysets the ceiling
- 02
Difficultypicks the first rung
Regulated data stops here
- Department adapterInside the walls · tried firstChecked against cited sources
- Open modelThe client’s GPUsChecked
Check fails: escalate
- Frontier modelAn approved providerChecked
Only if the data may leave
lower cost at GPT-4-level accuracy on benchmark tasks (FrugalGPT, Stanford, 2023)
lower cost at 95% of GPT-4 quality on MT Bench (RouteLLM, 2024)
The OS reports its own mix from the first pilot.
Every route, cost and outcome is logged; the router changes only after passing the living benchmark. No single model or routing vendor sits on the critical path.
12Pseudonymisation, tested
The technology
Tested on 500,000 financial-services cases
Models learn without seeing a real identifier
| Keeps meaning? | Restorable? | |
|---|---|---|
| Redaction | ||
| Masking with placeholders | partly | |
| Tokenisation | ||
| Reversible semantic pseudonymisation |
answer fidelity after twinning and reversal against 41.3% for masking, 12.8% for tokenisation
leak rate under an active extraction attack against 7.8% and 22% for two open-source detectors
of substitutions restored exactly
One identifier, on its way through · an example
In the client’s material
Priya Nair
account 40-1187-22 · LeedsIts realistic twin
Hannah Cole
account 73-5520-09 · BristolWhat the model sees
Only the twin: the meaning holds, the person does not
Restored at the boundary
Priya Nair
account 40-1187-22 · Leedswith the client’s key
13Continual learning
The technology
Continual learning
Memory first, weights last, behind two human approvals
Memory
Every day · undone in one step
Every day
- 01Agents log the day’s work to the department’s memory folder.
- 02Overnight consolidation proposes cited updates to the wiki.
- 03Approval 1The department owner approves.
- 04Each update becomes a commit in the vault.
agent performance with file-based memory and context editing, with 84% fewer tokens (Anthropic, Sep 2025)
Only approved, stable knowledge
Weights
Only when stable · versioned, removable
- 01Pseudonymised first.
- 02Trains a department adapter.
- 03Beats the current one on the living benchmark, with no regression on a general test.
- 04Approval 2A person releases it.
held-out scores after full fine-tuning and after LoRA on new facts (Meta, Oct 2025): why weights come last
The vault stays the source of truth; every adapter can be removed.
14Build in plain words
Build and control
Build a workflow in plain words
Described, drafted, tested, inside a governed build space
1 · Describe it
“When an invoice arrives in the accounts-payable inbox, match it to its purchase order, flag duplicates, send anything over the controller’s limit for approval, and post approved invoices to the ERP.”
Plain words, from a Finance builderDraft the workflow
Or start from a template
- Invoice approvals
- Expense checks
- Month-end checklist
Put a front end on it
- Form
- Page
- Dashboard
- Case tracker
Routes decide who can reach each one, inside or outside the company.
2 · See it on the canvas edits stay in step with the code
- TriggerAn invoice arrives in the AP inbox
- Tool · ERPFind its purchase orderschema
- CodeFlag duplicates, reconcile the totalsnumbers
- AgentThe Finance expert reads the approval limitcitations
- ApprovalThe controller signs off anything over itsign-in
- Tool · ERPPost the approved invoiceonce
Each step’s output is checked before the next step reads it.
3 · Or as code, in Git
id: finance-invoice-approvals space: finance consumers: [ap-team] trigger: { mail: accounts-payable } steps: - { id: po, kind: tool, tool: erp.find_po } - { id: dupes, kind: code, check: [reconcile] } - { id: limit, kind: agent, agent: finance-expert } - { id: ok, kind: approval, for: send, role: controller } - { id: post, kind: tool, tool: erp.post_invoice } # caps on steps, spend and time, set by the owner
- Who can start it
- The AP team
- Connectors
- ERP and the AP inbox, as the space allows
- Credentials
- Injected at run time, never shown
- Tests
- Sample invoices, then the living benchmark
15Two people for every change
Build and control
Two people for every change
And a person for every action that sends, spends or publishes
Every change
- 01
On a branch
A workflow, app, skill, agent or fix
- 02
Tested
Sample data, then the living benchmark
- 03
The owner approves
With a fresh sign-in
- 04
A person releases
One-step rollback
- 05
Live on its trigger
- 06
The console watches
Runs, failures, spend, savings
Agents propose and draft.
They never approve or release anything.
Autofix and Autotune
propose a fix on a branch
Every action
Approval neededInvoice approvals · step 5 · example
Post this invoice to the ERP?
Above the controller’s limit, so it waits for you.
- Supplier
- Northgate Facilities Ltd
- Amount
- £18,400.00 · matches its purchase order
- Limit
- Approval limit, Expenses policy p. 4
- Acts as
- You, through one short-lived token
Approve and sign inDecline
- Exact arguments. Values from document text are marked; the approval matches them and is used once.
- Standing approvals only as owner-signed rules with limits on amount, recipients and volume, logged on every run.
16Who can do what
Build and control
Who can do what
Roles come from the client’s own groups;
agents propose, people decide

The client’s identity groups
- Finance-UK
- AP-Team
- Controllers
- Finance-Builders
Bound by group id,
never as a list of people
Roles in the Finance department
- Member
- Builder
- Approver
- Releaser
- Owner
Plus, install-wide, the install owner in the client’s IT.
| Member | Builder | Approver | Releaser | Owner | Install owner | Internet Labs | Agents | |
|---|---|---|---|---|---|---|---|---|
| Use the OS, run allowed workflows | ||||||||
| Build workflows, apps, agents | ||||||||
| Approve a change to go live | ||||||||
| Release, or roll back | ||||||||
| Approve a send, spend or publish of their own | ||||||||
| Connect a system, bind groups | ||||||||
| Read a department’s sources | ||||||||
| Set AI budgets |
- Decides, with a fresh sign-in
- Does it
- Proposes or drafts
- Only within limits: own rights, a time-boxed setup grant, or as the person
- Never
17The operations console
Build and control
IT and security see everything
Every workflow, app and agent:
who built it, what it touches, what it costs
- Inventory
- Monitoring
- AI spend
- Access map
- Duplicates
- Savings ledger
- Dependencies
- AI gatewayv2
Inventory
Every workflow, app and agent across the company
- All spaces
- Finance
- Sales
- HR
- Legal
| Name | Kind | Space | Built by | Touches | Last run | State |
|---|---|---|---|---|---|---|
| Invoice approvals | Workflow | Finance | A Finance builder | ERP · AP inbox | 2 min ago | Live |
| Finance expert | Agent | Finance | Preset | Finance vault | 1 min ago | Live |
| Expense checks | Workflow | Finance | Preset | Expense policy · Jira | 14 min ago | Live |
| Month-end checklist | Workflow | Finance | Preset | ERP | Autofix proposed a fix | Awaiting owner |
| Discount approval routing | Workflow | Sales | Preset | CRM | 38 min ago | Live |
| Onboarding checklist | Workflow | HR | Preset | Yesterday | Live | |
| Contract intake | App | Legal | A Legal builder | SharePoint | Not yet | On a branch |
AI spend · this month
- Finance
- Sales
- HR
- Legal
Every department inside its budget. The tick is each budget the owner set.
AI gateway
An unapproved MCP server, blocked and loggedApproved tools, models and MCP servers are kept by team
18Inside the walls
Build and control
Inside the client’s walls
Designed for a Fortune 500 security review
Approved model providers
Only the ones the client approves
Model calls
Valor API
Zero retention, if the client chooses it
Requests
Internet Labs
Holds no client data; no shared control plane
No line in
The client’s environment
Its cloud account · on-prem · air-gapped with the Sovereign edition
Memory vaults
One per department, plain files under Git
Workflows and apps
Code in Git, shown as a canvas
Logs and audit trail
Every write, with one-step rollback
Keys and the twin mapping
In the client’s key store
Adapters and local models
Regulated data reaches only these
The operations console
IT and security see everything built and run
- Permissions before content
- A source on every claim
- Two human approvals
- Every step sandboxed
- Credentials never visible
Certifications
- 01
SOC 2 Type I
before the first paid Proof
- 02
SOC 2 Type II and ISO 27001
within 12 months of it
- 03
Compliance packs on request
HIPAA, ISO 42001, FedRAMP Moderate
19How a deployment lands
The business
How a deployment lands
A paid Proof first, a training month last
10–12 months · value from the first department
- Discovery
Shown in person, under NDA
- The Proof
Paid, fixed scope, one department; credited against setup
- Waves
One department at a time, each live before the next
- Handover
About a month training the client’s team
- Every year after
License and subscription; departments added at their setup price
Inside the Proof · one department, paid, fixed scope, credited against setup
- 01Its compiled base
- 02Its expert agent
- 03Its first workflows
- 04A side-by-side test against the current tool
- 05A baseline for the savings ledger
Thresholds fixed in writing before the test runs; every deployment reports its lift over plain retrieval with the same model.
A pod of four delivers it
- Forward-deployed engineer
- Forward-deployed engineer
- Data and platform engineer
- Delivery lead
About one deployment per pod a year.

20Pricing
The business
Priced off one number
The setup fee: from $5M, then 70% of it every year
Setup, once
From $5M for the first ten deployments
Every year after
70% of setup$3.5M a year on a $5M setup
20% license50% platform subscription
Setup per department, by edition
- Core$300K
The shell, Knowledge Compiler, expert agents, routing, memory vault
- Enterprise$450K
Core plus the Emissary, the build loop, adapters, governance and audit
- Sovereign$675K
Enterprise plus on-prem or air-gapped, data residency, compliance packs
On top, as it is used
- Seats
- About $25 a seat a month, realised
- Agent actions
- $0.07 above the included volume
- Voice
- $0.12 a minute
- Desk resolutions
- $1 per request an IT, HR or finance desk resolves
- Third-party models
- List price plus 5%
- Valor
- What it costs to serve, plus a margin
- Adapter training
- Compute at cost
Seats are a planning assumption. Support, compliance, residency and services are priced as add-ons.
21The market
The business
A $304B market for the OS
Every company with $1B+ of revenue, at our price
| Revenue | Buyers | Package a year | Market a year | |
|---|---|---|---|---|
| $10B+ | 2,000 | $70M | $140B | |
| $5–10B | 2,000 | $22M | $44B | |
| $1–5B | 13,750 | $8.7M | $120B | |
| All tiers | 17,750 | $304B |
- Price
- Setup $5M+, then 70% of setup a year
- First vertical
- Financial services: regulated, document-heavy, and where the benchmark ran
22Built to win
The business
Built to win
And why an early lead compounds
- 01
A compiled, cited foundation
Retrieval is table stakes; the compiled vault is not.
- 02
The Emissary
Departments share intelligence without sharing their files.
- 03
Sovereign, on no single vendor
Any cloud, on-prem or air-gapped.
- 04
Evolvable after handover
The improvement loop keeps running after the engineers leave.
- 05
Every deployment advances the base
The next one starts further along.
- 06
Daily use is the switching cost
Leaving means moving the entire company.
Buyers compare us with Palantir AIP, Glean, Cohere North, Microsoft Copilot and the labs’ own deployment arms.
23Twelve months to build
The plan
Twelve months to build
Three teams in parallel, then one system
- 01OS core
- 02Continual learning
- 03RSP
Integrate and test
- Month 13First paid Proof
- Month 18Gate 1
Proof targets met and a second department signed
- On Gate 1The next round
Sized to the evidence Gate 1 produces
- Month 3
Compiler and vault, shown on a real department’s corpus
- Month 9
Three financial-services design partners; lift over plain retrieval measured
Internet SI OS is pre-revenue. Product brief, technical design and MVP plan complete; this round builds the OS.
24Three gated phases
The plan
Twenty-three features, three gated phases
Each client moves up only after passing its gate
13 v1 · Core
- Knowledge Compiler
- OS shell
- Company knowledge base
- Hard-copy digitisation
- Department expert agents
- Access that travels with the knowledge
- Multi-model routing
- Memory vault and living benchmarks
- Workflow studio
- Secure runtime
- Operations console
- Build spaces and skills
- IT and Security presets
- Gate 1
7 v2 · Connected
- The Emissary
- Agents that suggest skills
- Graph engineering
- A shared agent space
- Apps and cases
- Autofix and Autotune
- AI gateway
Gate 1 opens v2: the Proof’s targets met
and a second department signed. - Gate 2
3 v3 · Self-building
- Self-improving build loop
- Department model adapters
- Partner and MSSP tenancy
Gate 2 opens v3: no permission breach,
and every living benchmark holding.
25It compounds
The plan
It compounds
Every installation that opts in makes Valor stronger
- 01
Daily work
in the OS
- 02
Golden data
demonstrations, preferences and tests, approved by owners
- 03
Valor
Internet Labs’ model line, post-trained inside each client’s walls
- 04The five-year aim
The default model
for daily corporate work
Frontier models stay in the mix for the hardest tasks; pragmatic routing decides, request by request.
26The pre-seed
The pre-seed
Raising · pre-seed
$5.5M
Eighteen months to the first paid Proof and Gate 1, plus three months of breathing room.
Instrument and terms open,
to agree with the lead investor
hi@internetlabs.ai · internetlabs.ai
Reaches
- Real-corpus demo
- Three design partners
- OS built
- SOC 2 Type I
- First paid Proof
- Gate 1
Use of funds
- People$2.6M
- Compute$0.6M
- Go-to-market$0.3M
- Company, SOC 2$0.5M
- Hiring$0.2M
- Contingency$0.6M
- Breathing room$0.7M
The founding team
Abraham Vincent Philip
Founder and CEO
Ankush Sharma
Founding CTOPreviously Google, PayPal
Ayush Goyal
Founding principal engineerPreviously Microsoft
Vipul Sharma
Founding principal engineerPreviously Meta
Stacie Chan
Founding CMOPreviously Google
First hires
Founding ML research lead · Enterprise sales lead, financial services · Forward-deployed engineer