The Verified Attention
Marketplace
EarnOS is rebuilding the $1 Trillion digital advertising industry — replacing opaque intermediary chains with a cryptographically verified attention marketplace where brands pay users directly and everyone wins.
MARKET OPPORTUNITY
A $1 Trillion Industry
Built to Fail
Digital advertising is the world's largest information asymmetry. For every $1 a brand spends, just $0.06 reaches a verified human. EarnOS is the first product to structurally fix this — by removing the entire intermediary layer.
HOW IT WORKS
Missions Replace Ads
Instead of interrupting users with ads, brands create missions — verifiable tasks that reward real people for real actions. Powered by zkTLS cryptographic proofs and settled in USDC.
Brand Funds
Sets objectives, budget & target audience
Mission Created
AI matches 3M+ verified humans
User Completes
zkTLS-verified action on their device
Verification
Cryptographic proof of real outcome
Payout
Instant USDC straight to wallet
COMPETITIVE MOAT
Three Compounding
Advantages
Each moat independently valuable. Together, they create a structural advantage that deepens with every new user, every new brand, and every new platform connection.
MOAT 1
zkTLS Verification Stack
Five proof providers — EarnOS (proprietary, $0 per proof), Reclaim, and Opacity in production; vLayer and Primus as new providers. Universal Proof SDK routes across all five with HybridProofOrchestrator. Sovereign Proof system saves $470K–$1.19M/year and converts vendor dependency into a proprietary asset.
MOAT 2
Creator-Cohort Distribution
Every verification adds to a growing graph of verified cross-platform relationships. A brand can target users who are simultaneously verified Coinbase traders, Strava athletes, and LinkedIn senior executives. Compound intelligence structurally impossible to replicate through any other channel.
MOAT 3
Self-Funded Growth Loop
Creator-cohort distribution modelled on Cash App and Robinhood. Each user's mission revenue funds the next referral. 100% cashflow-positive — no paid acquisition, no burn-to-grow. The platform scales automatically with advertiser demand, not with marketing spend.
UNIT ECONOMICS
Built to Scale Profitably
Every dollar of advertiser spend generates predictable platform revenue. The 25% fee is sustainable because EarnOS delivers 12.5× better efficiency than programmatic — making it additive, not substitutive, to brand marketing budgets.
Of all advertiser spend, on every mission completion. The remaining 75% flows directly to users, creators, and brand agencies — the humans who create the value. Justified because brands receive 12.5× better efficiency than any alternative.
Estimated average lifetime earnings per user, earned by connecting accounts they already own. GMV per active user grows as the brand catalog expands — each new brand campaign is another monetisation opportunity for every connected user.
Cashflow-positive from day one. Growth is funded by advertiser spend, not company capital. Each user's mission revenue directly funds the referral incentive for the next user — a closed loop that requires no external capital to sustain growth.
Kraken annual commitment — proving enterprise-scale contract value is achievable. Demonstrates that crypto-native brands see unique, irreplaceable value in verified competitor intelligence. A repeatable template across all verticals.
TRACTION
Real Numbers,
Real Momentum
EarnOS has crossed from concept to production. Every metric below represents live platform data — not projections, not pilots. The trajectory demonstrates simultaneous product-market fit on both sides of the marketplace.
Web platform live. Native iOS/Android Q1 2026.
Cryptographically verified actions delivered to paying brands.
Total advertiser spend processed through the platform.
Active campaigns across crypto, fitness, e-commerce, streaming, and travel.
Circle Ventures and Coinbase Ventures participating as strategics.
LEAD INVESTOR
1kx
Leading the $6M round. Web3-native venture with deep DeFi and consumer crypto portfolio. Aligned on the zkTLS verification thesis and the creator-distribution growth model.
STRATEGIC INVESTOR
Circle Ventures
Venture arm of Circle, issuer of USDC. Backs the stablecoin payment infrastructure powering EarnOS rewards — strategic alignment on the settlement layer and the future brand stablecoin roadmap.
STRATEGIC INVESTOR
Coinbase Ventures
Corporate VC arm of the largest US crypto exchange — itself one of EarnOS's most-verified competitor platforms. Coinbase users are verified on EarnOS daily. Proof the model works even for strategic investors.
Access the Data Room
Complete due diligence materials, financial model, cap table, and technical architecture.
PLATFORM ARCHITECTURE
The Attention Exchange Stack
Every component — from brand onboarding to instant settlement — is purpose-built so brands only pay for verified human attention.
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ATTENTION EXCHANGE
Where Attention Becomes Value
The world's first cryptographically verified attention exchange — where brands pay real humans for proven actions, not bot impressions. A new economic primitive for the internet.
MARKET OPPORTUNITY
A $1 Trillion Industry Built to Fail
The traditional ad supply chain is a leaky pipe. EarnOS is a direct wire.
TRADITIONAL PROGRAMMATIC
EARNOS
$75 reaches real humans on EarnOS vs ~$6 through traditional programmatic. Zero waste, zero fraud, zero intermediaries.
HOW IT WORKS
The Mission Flow
From brand intent to verified outcome in five steps. Every action cryptographically proven, every reward instantly settled.
Brand Funds Mission
Brand designs missions & rewards
Mission Goes Live
AI matches 3M+ verified humans
User Completes Action
Users complete zkTLS-verified actions
Verification (zkTLS)
Rewards sent USDC instantly
Instant USDC Payout
Viral growth 40%+ via referrals
MISSION TYPES
Three Ways Brands Pay for Proof
Every mission type is cryptographically verified. Brands only pay for proven outcomes — never impressions.
Proof-of-Ownership
Connect accounts you already have — Spotify, Uber, Amazon, Netflix, Strava. Multiple brands pay for verified access. zkTLS proves predicates, not raw data. "Balance > $10K" without the balance. "Rating > 4.8" without the exact number.
Follow / Share / Download
Users complete specific, verified on-platform actions for brands. Every follow, share, and download is cryptographically confirmed — no fake engagement, no bot clicks.
Competitive Data
For the first time in advertising, brands can cryptographically verify users of competitor platforms — and target them directly. This intelligence was impossible before zkTLS.
BRAND ROI
The Paradigm Shift
Where $100 actually ends up. Three-quarters of every dollar reaches real humans. The remainder powers the infrastructure that makes it all work.
| Metric | EarnOS | Programmatic | Influencer |
|---|---|---|---|
| Verification | zkTLS cryptographic proof | Cookie / pixel-based | Screenshot / self-reported |
| Fraud Rate | 0% | ~30% bots + fraud | ~15-25% fake followers |
| Targeting | Verified competitor users | Probabilistic segments | Audience demographics |
| Cost Efficiency | 75% to humans, ~$3 CPA | ~6% to humans, high CPA | Variable, limited tracking |
| $ to Real Humans (per $100) | $75 | ~$6 | ~$40 (unverified) |
PLATFORM METRICS
Proven Impact
Not projections. Real outcomes. Verified results from brands already live on the platform. Every number is mission-verified.
VERIGRAPH
The World's First Verified Audience Graph
Every mission completed on EarnOS enriches a privacy-preserving data graph spanning 1000+ platforms — growing weekly and soon encompassing every valuable platform globally. Brands and developers query the API — paying both EarnOS and users for access.
CROSS-PLATFORM GRAPH
Verified Connections
Verified connections across 1000+ platforms — growing weekly — create compound audience intelligence no single platform can match.
PRIVACY-PRESERVING
Zero-Knowledge Proofs
zkTLS proves specific predicates without exposing raw data. Brands get insights, users keep control.
QUERYABLE API
One-Line Access
Any developer can query the VeriGraph with a single line of code. Every query pays both EarnOS and the user.
CONNECTED PLATFORMS
Every platform, verified at scale.
Scroll to explore a sample of the 1000+ platforms the VeriGraph can connect — with new integrations added weekly, soon encompassing every valuable platform globally.
BY CATEGORY
Coverage across every vertical.
The VeriGraph spans 8 categories — from finance and fitness to entertainment and e-commerce — with new platform integrations added weekly, building towards comprehensive coverage of every valuable platform globally.
MUSIC & AUDIO
ENTERTAINMENT
TRANSPORT
FINANCE & CRYPTO
HEALTH & FITNESS
E-COMMERCE & DELIVERY
Amazon
SOCIAL & COMMUNITY
Instagram
TRAVEL & STAYS
COMPETITIVE INTELLIGENCE
Target competitors' users with verified data.
The VeriGraph enables brands to identify and target users of competing platforms — without accessing raw data or violating privacy.
Apple Music can reach heavy Spotify listeners (500+ hrs) with conversion offers. 34% of this cohort have explored Apple ecosystem products.
zkTLS: spotify.subscription = "premium" ∧ spotify.hours > 500
Competitors can target Uber users with 100+ rides and 4.8+ ratings — proven high-value, well-behaved customers.
zkTLS: uber.rides > 100 ∧ uber.rating ≥ 4.8
Streaming competitors can offer trials to Netflix users with 150+ hrs watch time. 61% don't have a second streaming subscription.
zkTLS: netflix.watch_hours > 150 ∧ !disney.subscribed
Crypto exchanges can target verified Robinhood traders who haven't opened crypto accounts — high-intent prospects.
zkTLS: robinhood.portfolio > 10000 ∧ !coinbase.verified
VERIGRAPH VALUE PROP
What VeriGraph Enables
Three stakeholders, one verified graph. Every query generates revenue for EarnOS and rewards for users.
FOR BRANDS
Verified Audience Intelligence
Query verified behavioral data across 1000+ platforms to build audience segments based on real, proven activity — not self-reported surveys or probabilistic models.
FOR AGENCIES
Competitive Targeting
Identify and reach verified users of competing platforms with precision. Build cross-platform campaigns that convert high-value customers from rival ecosystems.
FOR USERS
Privacy-Preserving Proof
zkTLS proves specific predicates without exposing raw data. Users control what they share, earn from every query, and maintain full ownership of their verified identity graph.
SOVEREIGN PROTOCOL
The Verification Infrastructure Behind Every Mission
Production-grade cryptographic proof system verifying user activity across 110+ consumer apps. Custom MPC-TLS protocol built from scratch — zero marginal cost per proof.
PROOF FLOW
PROOF PROVIDERS
Five Providers, One SDK
The Universal Proof SDK routes across five providers with intelligent strategy-based selection — cost, trust, speed, and coverage.
EarnOS Proof
Custom MPC-TLS attestor infrastructure. 110 schemas, 3 proof modes, zero per-proof cost.
Reclaim Protocol
Proxy Witness + ZK approach. Broadest schema catalog with 20,000+ templates. Default long-tail fallback.
Opacity Network
MPC-TLS with economic security via EigenLayer/Jito staking. Semi-decentralized notary network.
vLayer
Verifiable data infrastructure for smart contracts. Web proofs, email proofs, and time-travel queries with on-chain verification.
Primus Labs
Dual-mode MPC-TLS + Proxy-TLS with QuickSilver IZK proofs. TEE-hosted attestors via Phala Network with staking/slashing guarantees.
ROUTING ENGINE
HybridProofOrchestrator
A single createProofPipeline() call handles provider selection, fallback chains, and cost optimization across all five providers.
INPUT
Schema Matcher
Matches the target platform to its proof template from 110+ hand-curated JSON schemas with validated extraction rules.
DECISION
Provider Router
Cheapest available provider
Strongest crypto guarantees
Lowest latency route
Max fallback depth
OUTPUT
Fallback Layer
Auto-failover if primary fails. Zero downtime guarantee across all providers.
MIGRATION PLAN
Operation Sovereign Proof
Five-phase migration from attestor-based proofs to fully sovereign, decentralized verification. Projected savings of $470K–$1.19M annually at scale.
Attestor-Based Verification
Direct mode with Ed25519 + ECDSA dual signing. Attestor fetches data using session cookies over TLS, extracts metrics, signs attestation. Production default for all 110 providers.
MPC-TLS Proofs
Two-party computation splits the TLS session between prover and verifier. Neither party holds full key material. Custom protocol built from scratch with half-gate garbled circuits and AES-NI acceleration (~35x faster). All 6 phases working end-to-end.
ZK Circuits
Selective disclosure via zero-knowledge circuits. Users prove predicates (e.g., "50+ rides", "4.5+ rating") without revealing underlying data. Boolean SHA-256 and AES circuits enable ZK proof generation over TLS-encrypted payloads.
Decentralized Attestors
Distributed attestor network with economic security via staking and slashing. Multiple independent attestors verify each proof, eliminating single points of trust. On-chain verification via EarnOSVerifier.sol with attestation revocation support.
Full Sovereignty
Fully trustless, permissionless proof generation. Users generate proofs entirely on-device with no reliance on centralized infrastructure. WASM binary execution in-browser and native MPC-TLS modules on iOS and Android via Rust FFI.
PROJECTED ANNUAL SAVINGS AT SCALE
vs. running all proofs on external providers at 10M proofs/month. EarnOS proprietary infrastructure costs $155–$460/mo vs. $200K–$1M/mo externally — a 1,290x+ advantage.
PLATFORM CONNECTORS
110+ Apps, Ready to Prove
Every provider integration is a hand-curated JSON schema with validated extraction rules, test fixtures, and threshold operators across 15 categories.
ENTERTAINMENT
Streaming
4 providers
FINANCE
Banking & Credit
16 providers
SOCIAL
Social Media
8 providers
FITNESS
Health & Fitness
7 providers
E-COMMERCE
Online Shopping
4 providers
TRAVEL
Travel & Lodging
15 providers
KEY METRICS
PROOF ENGINE
How Verification Actually Works
Production-grade cryptographic proof system verifying user activity across 110 consumer apps. Custom MPC-TLS protocol built from scratch — zero marginal cost per proof.
LIFECYCLE
The Proof Lifecycle
From mission assignment to on-chain reward — seven steps, fully automated, cryptographically verified at every stage.
Mission Assigned
User accepts a verification task in the app
Platform Connected
User logs in via sandboxed WebView — no creds shared
TLS Intercepted
Encrypted session captured and split via MPC-TLS
Data Extracted
Schema evaluates thresholds without exposing raw data
Proof Generated
Dual-signed attestation (Ed25519 + ECDSA secp256k1)
Verified On-Chain
EarnOSVerifier.sol confirms attestation on EVM
Reward Distributed
User receives payment — mission complete
DIRECT MODE
End-to-end latency. 1,220 proofs/s throughput. The production default for trusted deployments.
PROXY-TLS MODE
Attestor never sees plaintext. AES-GCM ciphertext binding verifies response integrity. Preferred for all 110 providers.
MPC-TLS MODE
Full cryptographic guarantee. Neither party holds full key material. All 6 protocol phases production-ready.
ZKTLS EXPLAINED
Proving Data Without Exposing It
Every time you visit a website, your browser creates an encrypted connection called TLS. zkTLS turns that connection into a cryptographic proof — verifying what a platform said about you, without revealing the underlying data.
How it works — simplified
User logs into Uber (or any app)
Inside a secure WebView controlled by the user — EarnOS never sees the password.
The TLS session is cryptographically split
Using MPC (multi-party computation), the encryption keys are divided between the user's device and EarnOS. Neither party alone can read the data.
Data is evaluated against thresholds
The system checks facts — "Does this user have 50+ rides?" — without exposing the actual ride history, payment amounts, or personal details.
A signed attestation is generated
The result is a cryptographic proof: "This user meets the threshold" — signed with two independent algorithms, verifiable by anyone, including smart contracts on-chain.
THE CORE INSIGHT
Prove facts, not data
Traditional verification requires sharing raw data with a third party. zkTLS proves a statement is true by verifying it at the source — cryptographically — without the data ever leaving the user's session. The verifier learns the answer, not the evidence.
WHY IT MATTERS FOR INVESTORS
Works with any website, no API needed
Unlike traditional integrations that require API partnerships (which platforms rarely grant), zkTLS works with any website that uses HTTPS — which is every major consumer app. No permission needed. No API keys. No partnerships to negotiate. This unlocks verification across 110 platforms today.
NOT A FORK
Custom MPC-TLS built from scratch
EarnOS didn't fork TLSNotary or any existing library. The entire MPC-TLS engine — garbled circuits, Boolean SHA-256/AES circuits, two-party ECDHE, oblivious transfer — is built from the circuit level up in Rust. Estimated replacement cost: $3M-$5.5M.
PROVIDER COMPARISON
Five Providers, One SDK
The Universal Proof SDK routes across EarnOS and four partner providers with intelligent strategy-based selection. Here's how they compare.
| Provider | Cost / Proof | Speed | Platform Coverage | Production Status | Reliability |
|---|---|---|---|---|---|
|
EarnOS Proprietary |
$0 |
~2s 1,220 proofs/s |
110 apps 15 categories |
Production |
Self-healing AI schema repair |
|
Reclaim Partner |
$0.02–0.05 |
~3-5s Client-side ZK |
20,000+ templates Broadest catalog |
Production |
High Default long-tail fallback |
|
Opacity Partner |
$0.03–0.08 |
~5-8s MPC-TLS |
Limited Growing catalog |
Production |
Moderate EigenLayer staking |
|
vLayer Partner |
$0.05–0.10 |
~5-10s ZK proofs |
Moderate Web + email proofs |
Beta |
Moderate On-chain verification |
|
Primus Partner |
$0.03–0.07 |
~4-8s MPC-TLS + IZK |
Growing Dual-mode proofs |
Production |
Moderate TEE + staking |
STRATEGY
Cost
Routes to cheapest provider. EarnOS for top-20 apps ($0), partners for long-tail.
STRATEGY
Trust
Prioritizes strongest cryptographic guarantees. MPC-TLS and ZK providers ranked highest.
STRATEGY
Speed
Lowest latency for the given schema. Direct mode EarnOS for sub-2s proofs.
STRATEGY
Coverage
Maximizes availability with automatic fallback chains. If one provider is down, the next takes over.
ECONOMICS
Sovereign Proof Economics
Owning the proof infrastructure eliminates per-proof fees entirely. At scale, the cost advantage compounds from 46x to 3,700x+ over external providers.
BEFORE — EXTERNAL VENDORS
Per proof, charged by third-party providers. Structurally unavoidable — cost scales linearly with volume.
AFTER — EARNOS PROPRIETARY
Per proof. Fixed infrastructure cost only. Adding more proofs costs nothing until scaling thresholds.
ANNUAL SAVINGS PROJECTION
Year 1 — 1M proofs/mo
saved vs. external providers annually
Year 2 — 10M proofs/mo
saved vs. external providers annually
ROI on Build
at 1M proofs/mo vs. $3-5.5M build cost
TECHNICAL MOAT
Why This Is Hard to Replicate
The Sovereign Proof Engine isn't a feature — it's 18 months of compounding engineering work across cryptography, infrastructure, and platform integrations that would cost $3M–$5.5M and 24–36 engineer-months to replicate.
MOAT 01
18 Months of Integration Work
30+ releases across 4 major versions. From MVP to production MPC-TLS with all 6 protocol phases working end-to-end. Every month adds depth competitors must replicate sequentially.
MOAT 02
110 Platform-Specific Adapters
Each integration is a hand-curated JSON schema with validated extraction rules, test fixtures, threshold operators, and health monitoring. This is manual engineering — there are no shortcuts.
MOAT 03
Proprietary Cryptographic Engine
Custom Rust MPC-TLS built from the circuit level: half-gate garbled circuits with AES-NI acceleration (~35x faster), Boolean SHA-256/AES circuits, two-party ECDHE, oblivious transfer. Not a fork.
MOAT 04
Multi-Provider Orchestration
Universal Proof SDK routes across 5 providers with 4 strategies (cost, trust, speed, coverage). A single API call — createProofPipeline() — handles selection, fallback, and optimization.
MOAT 05
Automatic Failover & Self-Healing
AI-powered schema repair detects provider API changes, diagnoses failures, and auto-generates updated extraction rules. Circuit breaker patterns with synthetic testing every 6 hours. Costs ~$25/month.
MOAT 06
Full Vertical Integration
Backend (Rust crypto + TypeScript), frontend (React Native SDK + UI kit), infrastructure (Railway + Cloudflare), admin tooling, on-chain verification — all owned. Zero dependency on third-party networks.
ESTIMATED REPLACEMENT COST
MPC-TLS Engine
Custom Rust crypto, garbled circuits, ECDHE 2PC, OT, session orchestrator. 12–18 months, 3–5 engineers.
Application Layer
Attestor server, API, 110 schemas, SDKs (RN + Web + Chrome), admin dashboard, CI/CD.
On-Chain + WASM
Solidity contracts, WASM bindings, React Native native modules, Universal Proof SDK routing.
TOTAL REPLACEMENT
TIMELINE
engineer-months
CODEBASE
lines across 23 packages
$6M Raise · $60M Valuation · 1kx Lead
The world's first Attention Exchange.
EarnOS is building the infrastructure where verified human attention is the currency, stablecoins are the settlement layer, and every dollar of brand spend reaches real people — with cryptographic proof.
The Thesis
Advertising is broken.
We're rebuilding it.
$600B is spent on digital advertising annually. Over half is lost to fraud, bots, and opacity. EarnOS replaces the broken model with an attention exchange — where every interaction is verified, every dollar is traceable, and every participant shares in the value created.
The Problem
Of ad spend never reaches a real human
Programmatic display delivers just 36 cents of every dollar to actual audiences. The rest is absorbed by intermediaries, fraud, and platform fees. Brands are paying for impressions, not outcomes.
Our Solution
Of every dollar reaches real humans
EarnOS flips the model. Users, creators, and agencies receive 75 cents of every dollar. The platform retains 25% — justified by delivering 12.5× better efficiency than any alternative. No bots. No fraud. No wasted spend.
Competitive Intelligence Unlock
Access data that didn't exist before
For the first time, brands can cryptographically verify users of competing platforms and target them directly. Nike can reach verified Strava athletes. Kraken can target proven Coinbase traders. Netflix can acquire verified Disney+ subscribers. This intelligence was impossible before zkTLS — and it's the single most valuable capability EarnOS offers.
The Kraken proof point: $4.8M annual commitment — proving enterprise-scale contract value for verified competitor intelligence. Kraken targets verified Coinbase traders with balance thresholds and trading frequency, without ever accessing Coinbase's systems. A repeatable playbook across every vertical.
The Exchange
Two products. One exchange.
EarnOS operates two complementary products that share the same user base, verification infrastructure, and settlement layer — creating compounding value on both sides.
Product One
EarnOS Connect
Pooled verification missions. Users connect platforms once, earn ongoing rewards as multiple brands pay for verified audience insights. Starting from $0.20 per user. Brands access competitive intelligence that was previously impossible — verified cross-platform audience segments.
Product Two
EarnOS Missions
Brand-specific verified actions and results. Brands design targeted campaigns — follow, subscribe, purchase, review — with cryptographic proof of completion. Starting from $1 per user. AI-powered mission builder generates campaign structures in seconds.
Brand designs mission
AI matches 3M+ verified humans
Users complete zkTLS-verified actions
USDC rewards sent instantly
40%+ arrive via referrals
Self-funding growth: Referral costs are entirely funded by revenue from existing users. Each user's mission revenue funds the next referral — creating 100% cashflow-positive growth. The $47 average lifetime earnings represent accumulated value over time, not upfront cost.
Supercharged Money
Stablecoins are the
settlement layer.
EarnOS pays users in USDC — real US dollars, spendable anywhere, instantly. No points. No tokens. No delayed gratification. But stablecoins are just the beginning. Brand stablecoins transform advertising spend into programmable, trackable, branded currency.
USDC Rewards
Users earn real US dollars for every verified mission. Withdraw to bank, spend via debit card, or hold in-app. Instant settlement, zero friction.
EarnOS Debit Card
Spend earnings anywhere Mastercard is accepted. Coffee at Starbucks, groceries at Whole Foods. Attention → money → real-world spending, in one tap.
Brand Stablecoins
Brand-specific digital currencies earned through missions. NikeCoin, KrakenCash, UberCredit — redeemable via debit card or within the brand's ecosystem.
Why brand stablecoins matter: Every dollar a brand spends on EarnOS becomes programmable. Brand stablecoins create ongoing spend loops — users earn branded currency, spend it within the ecosystem or at any merchant, and brands gain unprecedented attribution on the full lifecycle of that dollar. It transforms EarnOS from an advertising platform into the incentive infrastructure of the open internet.
Strategic Alignment
Circle Ventures
Venture arm of Circle, the issuer of USDC. Backs the stablecoin payment infrastructure powering EarnOS rewards. Strategic alignment on the settlement layer and brand stablecoin roadmap.
Strategic Alignment
Coinbase Ventures
The largest US crypto exchange. Distribution, compliance, and on-ramp infrastructure. Deep alignment on bringing verifiable, consumer-grade crypto products to mainstream audiences.
The Economics
A clean model with
clear profitability.
Every dollar flows through a transparent, predictable economic model. No hidden margins. No intermediary extraction. The 25% platform take rate is the business — and it funds the entire operation.
Where Every Dollar Goes
Dollars Reaching Real Humans (Per $1 Spent)
Revenue Model
Platform take rate on all spend
Consistent, predictable margin on every mission completion. Sustainable because the model delivers 12.5× better efficiency than programmatic — making it additive, not substitutive, to brand budgets.
Committed Pipeline
Brands with active commitments
Spanning crypto, fitness, e-commerce, streaming, travel, and luxury verticals. $4.8M largest single contract (Kraken). Growing pipeline with multi-region expansion underway.
Growth Economics
Net acquisition cost per user
Every referral is funded by existing mission revenue. The viral loop is self-sustaining — over 40% of users arrive via referrals. No paid acquisition required for core growth.
Path to Profitability
Breakeven with 800K verified users
Clear, modelled path to profitability without requiring the full 3M+ user base. The 25% take rate on growing GMV creates a predictable revenue curve. Already at $35M GMV with strong unit economics.
The Technology
Sovereign Proof.
Zero vendor lock-in.
EarnOS built its own verification infrastructure — the Universal Proof SDK — from 68 hours of engineering into an orchestration layer spanning 54 providers across 9 categories. The proprietary attestor runs at $0.00 per proof. External providers offer redundancy.
Across 9 categories — Banking, Social, Fitness, Food, Entertainment, Shopping, Travel, Ride, Gaming.
Comprehensive test suite across 18 packages. Production-grade reliability at scale.
The EarnOS proprietary attestor. External providers (Reclaim, Opacity, vLayer, Primus) provide failover redundancy.
zkTLS is the foundation. Every verification on EarnOS uses Zero-Knowledge Transport Layer Security — cryptographic proof that data exists behind a login, without ever exposing the raw data itself. "Balance > $10K" without revealing the balance. "Rating > 4.8" without the exact number. This is what makes verified competitive intelligence possible at scale.
HybridProofOrchestrator
Zero downtime guarantee
If the EarnOS attestor has issues, the orchestrator routes to external providers automatically. Users never see a failure. Revenue never stops. One-line config changes to adopt new providers as the landscape evolves.
VeriGraph
Cross-platform intelligence engine
The proprietary dashboard that transforms raw verification data into actionable audience intelligence. Brands see verified cross-platform segments, spend patterns, and competitive overlaps — data that didn't exist before EarnOS.
The Roadmap
What's ahead in 2026.
Web platform live · 54 providers · 3M+ users
Production platform with AI mission builder, VeriGraph dashboard, and verified audience intelligence across 9 categories.
61+ brand commitments · $4.8M largest deal
Kraken, Uber, and pipeline spanning crypto, fitness, e-commerce, streaming, travel, and luxury verticals.
Native iOS + Android launch
Mobile-first consumer experience. "The First 60 Seconds" onboarding framework and viral referral mechanics. Creator-cohort distribution model — no geographic rollout needed.
EarnOS debit card + expanded partnerships
Mastercard-powered debit card. Users spend earnings anywhere. Multi-region brand expansion with Uber pipeline and new vertical entry.
Wallet Reward Pass + purchase attribution
Apple Wallet integration combining a loyalty pass for verified engagement with a virtual debit card for spending. Kard card-linked offers detect brand purchases on any linked card at network level. zkTLS purchase proof provides privacy-native attribution in 185+ countries. The complete earn-spend-attribute closed loop — no platform has connected verified actions to stablecoin rewards to instant Apple Pay spending to purchase attribution in a single experience.
Brand stablecoins + incentive infrastructure
Brand-specific digital currencies earned through missions, redeemable via debit card. Transforms EarnOS from an advertising platform into the incentive infrastructure of the open internet.
The Round
$6M at $60M valuation.
Lead
1kx
Web3-native venture capital
Leading the round. Deep DeFi and consumer crypto portfolio. Aligned on the zkTLS verification thesis and creator-distribution growth model.
Strategic
Circle
USDC issuer · Settlement layer partner
Circle Ventures backs the stablecoin infrastructure. Direct alignment on USDC rewards, brand stablecoin development, and the programmable money thesis.
Strategic
Coinbase
Distribution · Compliance · On-ramp
Coinbase Ventures provides crypto infrastructure alignment. Compliance frameworks, consumer on-ramps, and the largest US crypto distribution network.
Use of Funds
Product · Growth · Pipeline
Mobile app launch and consumer growth. Brand partnership expansion and sales team. Infrastructure scaling to support projected user growth from 3M to 10M+. Path to profitability at month 10 with 800K verified users.
The attention economy,
rebuilt for everyone.
Every human's attention has a price. EarnOS is the exchange that makes it verifiable, tradeable, and fairly valued.
DUE DILIGENCE
$6M Raise · $60M ValuationThe incentive layer
of the internet.
Brands fund verifiable, outcome-based missions. Real users earn instant USDC. EarnOS takes a ~25% clip of every dollar that flows through. Powered by zkTLS, stablecoins, and chain/wallet abstraction.
LEAD INVESTOR THESIS
Why 1kx is leading this round.
$6M round at $60M equity valuation ($90M implied FDV), led by 1kx alongside Circle Ventures and Coinbase Ventures.
ADVERTISING IS THE PRIZE
$1T market. 1% = $2.5B net take.
EarnOS turns brand budgets into brand stablecoins — spendable, programmable dollars that only unlock on verified human actions. As AI spam erodes ROI, verifiable human attention becomes the scarcest asset.
THE “ACCIDENTAL SUPER APP”
Brand-funded user acquisition loop.
Brands, not EarnOS, fund user acquisition via USDC-paid missions, creating a self-financing onboarding loop. Add save/spend/trade to capture lifetime value. A borderless, brand-funded on-ramp to digital finance.
VERIGRAPH MOAT
Data gravity compounds.
Each verified action feeds a decentralised, user-owned data graph. VeriGraph becomes the canonical registry of verified digital behaviour — an API for truth.
EXCEPTIONAL TRACTION
Blue-chip brands. Real revenue.
20+ agencies influencing $10B+ in spend. Betas converted to recurring: Kraken ($4.8M annual), Uber (APAC rollout), Virgin Wines, Lotus Cars. Flywheel compounding.
REPEAT FOUNDERS
Deep adtech & consumer DNA.
Phil George (ex-Uber AU), Wayne Hughes (20+ yrs adtech, early Google Premier Partner), Tom Riordan (ex-BCG DV), Reece Johnson (ex-Aave/Lens, zkTLS leader).
TIMING IS NOW
AI spam + stablecoin rails converge.
Advertisers face bot inflation and AI-generated spam; verifiable human attention is becoming the scarcest asset. EarnOS supplies it first at scale. Stablecoin infrastructure is finally mature enough for instant, global settlement.
THE PROBLEM
The $1 trillion advertising
industry is fundamentally broken.
The programmatic advertising industry is noisy, overrun with bots, and built on broken trust. Up to 28% of performance ad spend is wasted on bots and fraud. For every $1 a brand spends, just $0.06 reaches a verified human.
THE SOLUTION
Stop renting attention.
Start rewarding action.
EarnOS inverts the model. Powered by zkTLS, stablecoins, and chain/wallet abstraction, we enable verifiable brand–user engagements with surgical precision. All wrapped in a familiar web2 user experience.
BRANDS GET
Verified Outcomes
Pay only for verified human actions, not impressions or clicks. zkTLS proves users actually did what the mission required — ran 30 miles, watched 150 hours, traded $5,000+.
USERS EARN
Real Money
Instant USDC rewards for completing brand missions. Users economically benefit from their data and attention instead of giving it away for free.
EARNOS CAPTURES
The Margin
33% take rate on gross ad spend (GMV) with 75% gross margin after partner splits. EarnOS nets ~25% of every dollar flowing through the platform.
THE FLYWHEEL
TWO PRODUCTS
Land with Connect.
Expand with Missions.
EarnOS captures brand spend across two complementary products — a low-friction entry point that builds the verified audience graph, and a deep engagement layer that monetises it.
EarnOS Connect
Pooled missions where users connect an existing platform account — Spotify, Amazon, Strava, Coinbase — and EarnOS generates a verified insight. Low friction for users, low cost for brands.
EarnOS Missions
Brand-specific campaigns with custom verification flows. Competitor targeting, cross-platform intelligence, lifestyle proofs — every mission is a verified outcome. Completion rates 55–85%.
MISSION CATEGORIES
Verification
Prove account ownership, activity levels, or membership status via zkTLS. Lowest friction, highest volume.
Action
Complete specific tasks — sign up, subscribe, purchase, trade. Verified outcomes with cryptographic proof of completion.
Intelligence
Compound cross-platform proofs. Competitor targeting, lifestyle signals, multi-step verification chains.
Brand creates mission
Sets objectives & budget
User discovers mission
Via creators & app feed
zkTLS verifies action
Cryptographic proof
Instant USDC reward
Straight to wallet
TRACTION
Built and proven.
Not a concept.
Real people. Real brands. Real rewards. Real outcomes. In real-time. This is the verifiable internet.
GROWTH VELOCITY
Testnet vs Beta Phase 2
Testnet: June–Oct 2024 · Beta Phase 2: Feb 10–Mar 25, 2025
| Metric | Testnet / mo | Beta P2 / mo | Acceleration |
|---|---|---|---|
| Users | 70,000 | 1,000,000 | ~14.3× |
| Mission Completions | 220,000 | 3,000,000 | ~13.6× |
| Brand Outcomes | 700,000 | 8,533,333 | ~12.2× |
| Referral Rate | 40% | 85% | +128% |
RECENT BRAND HIGHLIGHTS
Kraken
$4.8M / 12 months
$100k/week over 12 months. Using EarnOS’s zkTLS verifications to onboard high-value users from competitor fintech platforms.
“I am very keen to harness the cool tech from EarnOS to gain as many of my competitor clients as we can. These are very exciting times in marketing.”
— Mike Swisher, Head of Growth, Kraken
Uber
$150K/mo · 3 regions
Expanding to global audience across both Eats and Rides. Using zkTLS to verify competing ride-share usage and convert high-intent users to UberOne membership.
“This is a really exciting new growth channel to acquire new users — and we can’t wait to roll it out across multiple countries.”
— Harrison Kennedy, Rider Growth and Strategy Lead, Uber
Lotus Cars
$100k/mo initial
$800k/mo current digital spend. Locked $100k/mo initial with rapid scale intentions across global org.
Virgin Wines
$50k/mo
$500k/mo digital spend, $50k/mo to EarnOS. Introducing to the wider Virgin Group shortly.
UNIT ECONOMICS & PATH TO PROFITABILITY
CURRENT ROUND
$6M round led by 1kx.
$60M equity valuation · $90M implied FDV · Alongside Circle Ventures and Coinbase Ventures.
LEAD INVESTOR
1kx
Leading the $6M round. Web3-native venture with deep DeFi and consumer crypto portfolio. Aligned on the zkTLS verification thesis and creator-distribution growth model.
STRATEGIC INVESTOR
Circle Ventures
Venture arm of Circle, issuer of USDC. Backs the stablecoin payment infrastructure powering EarnOS rewards — strategic alignment on the settlement layer.
STRATEGIC INVESTOR
Coinbase Ventures
Corporate VC arm of the largest US crypto exchange. Coinbase users are verified on EarnOS daily — proof the model works even for strategic investors.
SEED INVESTORS — $5M PREVIOUSLY RAISED
Angels: Hersh @Opacity · Burnt Banksy @XION · Mustafa @Pivot
ECOSYSTEM PARTNERS
USE OF FUNDS
Creators, agencies, growth team expansion. Seeding the influencer network and scaling distribution.
AI mission builder + mobile app + SDK + VeriGraph + product team expansion.
TEAM
Repeat founders.
Deep adtech & consumer DNA.
Phil George
CEO & Co-founder
Ex-Uber AU, Bamboo. Serial entrepreneur in advertising & fintech.
Wayne Hughes
CMO & Co-founder
20+ years adtech. Early Google Premier Partner.
Tom Riordan
Product & Co-founder
Ex-BCG DV. Transparency tools for WWF/Nespresso.
Reece Johnson
CTO & Co-founder
Ex-Aave/Lens Protocol. Leading zkTLS with Opacity/Reclaim.
INVESTOR FAQ
Questions & answers.
How does EarnOS make money? +
EarnOS has a 33% take rate of gross ad spend (GMV) with a 75% gross margin after partner splits with agencies and influencer distribution. Additional revenue comes through the user lifecycle: spend, save, trade, bet & borrow products, debit card interchange, and VeriGraph API queries.
How do users discover missions? +
Creators and users syndicate mission links across their digital properties with each referral baking in a lifetime revenue share. Add in-app discovery and embeddable EarnOS widgets, and every digital surface becomes a mission storefront.
How is your CAC so low ($0.02)? +
Referral-driven growth (currently ~60%) fuelled by a two-tier referral model keeps upfront acquisition spend close to zero. With our high referral rate, marginal CAC stays negligible even at millions of users rapidly onboarding.
What’s the path to $100M ARR? +
$35M GMV ($11.7M ARR) is signed and growing weekly. The existing 61 brands alone can reach $100M+ GMV ($25M Net Take) in year one. Pipeline of 300+ brands via 20+ agencies will accelerate further. $100M GMV is obtainable in 9–15 months.
How do you stop bots and fake accounts? +
Rewards release only to verified users via zkTLS, KYC, or World ID. Unverified accounts can engage with missions but will not be entitled to claim rewards — meaning there is no economic upside to fraud or gaming the system.
Can platforms block EarnOS from accessing their data? +
No. zkTLS proofs are generated by the user, on their device. Platforms can’t block it without harming their own UX, and in practice, it’s smarter to run campaigns against their competitors on EarnOS than try to censor users.
Why now? +
Advertisers face bot inflation and AI-generated spam; verifiable human attention is becoming the scarcest asset. EarnOS supplies it first at scale. We are building the verifiable internet.
How does EarnOS create its moat? +
A compounding zk-verified data graph (VeriGraph), a self-reinforcing agency and creator distribution flywheel, and deep user relationships through wallet infrastructure. Each mission launched attracts more users globally, giving each new mission more reach. At scale it becomes the default platform brands cannot afford to ignore.
Why deal with agencies instead of brands directly? +
Agencies own the budget and the relationship. Giving them a rev-share turns EarnOS from a threat into a margin-accretive channel. One agency contract provides dozens of brands at zero sales headcount — our 20+ partnerships give us access to 300+ global brands.
What about data privacy compliance? +
EarnOS is built with privacy preservation at its core. User information is captured and stored with their permission using zkTLS. Users remain in control of their information and EarnOS does not directly retain any user-owned data.
Is this venture scale? +
Capturing 1% of current global digital advertising spend would produce $2.5B net take with our existing business model. The data graph and referral loop reinforce each other exactly like Google Ads circa 2004, but with verified outcomes and proof of humanity baked in.
What happens when incentives taper off? +
Incentives are front-loaded to accelerate early momentum. But even as EarnOS-funded incentives taper, EarnOS continues to share revenue with creators and agencies on every campaign — keeping them motivated to promote, onboard users, and grow the ecosystem. It’s rocket fuel to kickstart the flywheel, not a crutch to sustain it.
THE FUTURE OF ADVERTISING IS VERIFIED OUTCOMES
$1 trillion flows through digital
advertising every year.
EarnOS ensures every dollar reaches a verified human — and takes a cut of every transaction.
© 2026 EarnOS. Confidential — for qualified investors only.