Series A | Backed by AI Fund (Andrew Ng)

The Operating Layer for
100M+ AI PCs

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

$50B+
TAM by 2027
100M+
AI PCs Shipping
Acer
Signed & Deploying
$3.2M
Raised to Date
Request Deck Learn More
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 ≠ 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: The AI Butler That Lives On Your PC

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

🧠

Mnemosyne

Context-Aware Engine

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

🛠️

Skills Marketplace

Extensibility & Network Effects

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

🧬

Helix

Data Annotation Network

100M+ AI PCs as distributed annotators. B2B revenue from AI companies. The path to $100M+ valuation.

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

100M AI PCs shipping in 2025. 250M+ by 2027. 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: $2.2M Closed

AI Fund leads again. Total raised: $3.2M. Legal: Fenwick & West.

January 2026 Current

CES 2026 Success

Mouse Computer (Japan) trial. Gigabyte AI Labs interest. ASUS NUC MOU in progress.

OEM Traction: 150M+ PCs Annual Distribution Pipeline

Source: Gartner/IDC 2024 PC Shipment Report

Acer
✓ Signed

17M/yr

Global, no time limit

ASUS
Advanced

18M/yr

Computex 2026 POC

Lenovo
In Discussion

62M/yr

CES 2026 Contact

HP
In Discussion

53M/yr

CES 2026 Contact

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

Business Model

B2B2C: OEMs Pay, Users Stay

1

OEM Licensing

Per-device license fee for pre-installation. Revenue starts at shipment.

$2-5 per device
2

Premium Subscription

Users upgrade for advanced AI models and features. Recurring revenue.

$10-20/month
3

Skills Marketplace

30% take rate on third-party skill sales. Platform economics.

30% rev share
4

Enterprise Data Services

Helix Network provides high-quality training data to AI companies.

Data-as-a-Service

Revenue Projections (3-Year)

Year 1 (2026) $3M ARR
Subscription $1M + Platform $1.44M + Data $0.5M
Year 2 (2027) $10.2M ARR
Subscription $2M + Platform $7.2M + Data $1M
Year 3 (2028) $33.8M ARR
Subscription $3M + Platform $28.8M + Data $2M
Gross Margin 70-80%
LTV:CAC (OEM) 10:1
The $1B Vision

Helix: The Data Layer for AGI

100 million AI PCs = 100 million distributed AI training nodes.
We're building the SETI@home for the AGI era.

The Problem for AGI Companies

  • Internet data is exhausted. Models are plateauing.
  • Human annotation is expensive and doesn't scale.
  • They need real human context. We have it.

The Helix Solution

  • AI auto-annotates at night using idle NPU.
  • Human verifies in morning. Quality guaranteed.
  • Users earn credits. Companies get unique data.
$134B
Human-in-the-Loop TAM
by 2034
100M+
AI PCs = Data Nodes
Canalys projection
20%
Platform Take Rate
B2B annotation fees
$28.8M
Year 3 Platform ARR
4M tasks/month

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 → More Skills → More developers → More users. Classic platform flywheel.

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

Data Moat

Helix creates proprietary training data. More users = more data = higher value.

Unique: No one else has access to this human-in-the-loop data.
Team

Built by Operators Who've Done It Before

J

Jeffrey Lai

CEO & Co-Founder

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

A

Arnold Yip

CTO & Co-Founder

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

L

Lman Chu

COO & Co-Founder

25+ years hardware-software integration. Serial entrepreneur. The OEM whisperer - Acer/ASUS/Intel relationships.

Backed By

AI Fund

Andrew Ng

Intel

Solution Partner

AngelList

RUV

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

$10M

ARR

5+

OEM Partners

50K

Helix Annotators

5+

B2B Data Clients

Request Full Deck OEM Partnerships
lman@irisgo.ai
irisgo.ai