INVESTOR DECK · JULY 2026 Sources Download PPTX
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● research preview · live

PM OS

The AI that remembers your product decisions — with receipts.

A role-based AI operating system for product managers: onboarding that builds a provenance-tagged brain, skills that cite it, and a loop that keeps the org honest.

~/pm-brain $ /ingest interview-mia-0702.md
✓ 6 claims added · 4 files updated · tagged documented
~/pm-brain $ ask "what did we decide on pricing?"
→ 05-12: usage-based pilot first · src: decisions/pricing.md

Vivek Ally · vivek@brainally.io · July 2026

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The context tax

Every AI session starts from zero — and the fixes on the market go stale.

WITHOUT PM OS — EVERY SESSION FROM SCRATCH

“Let me remind you — we’re a B2B SaaS tool for data teams. Our persona is the data lead who owns activation. We’re freemium. Our big bet right now is…”

• Context re-explained before every useful answer — outputs come back generic
• Product truth scattered across meetings, tickets and threads
• Static “context files” go stale — unmaintained, untrusted, uncited

“The biggest blocker to AI automation of companies is no longer the models… Now the blocker is the domain knowledge.” — Tom Blomfield, “Company Brain”, Y Combinator Requests for Startups, Summer 2026
every session

the context tax is paid again before the first useful answer

4+ tools

where one PM’s product truth lives — docs, tickets, chat, calls

0 receipts

AI outputs carry no provenance — trust collapses at review time

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Why now

Four forces converged in the last 18 months.

01

Models stopped being the blocker

YC’s own RFS says the constraint has moved from model quality to domain knowledge. The bottleneck is what the AI knows about you.

ycombinator.com/rfs · Summer 2026
02

The memory substrate became free

Garry Tan open-sourced GBrain (MIT, Apr 2026) — ~5K stars in 24h. Mem0 raised $24M and is AWS Agent SDK’s default memory. Engines are commodity.

github.com/garrytan/gbrain · techcrunch.com
03

Capital is converging on context

Glean $7.2B. Granola $125M at $1.5B — pivoting from notetaker to “enterprise AI context.” Dust $40M Series B (Sequoia).

cnbc.com · techcrunch.com · sifted.eu
04

PMs already pay for AI workflows

mySecond $39/seat/mo · ChatPRD claims 100K+ PMs, bootstrapped · $49 skill packs. Willingness to pay is proven — compounding memory is not on offer.

mysecond.ai · chatprd.ai
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The onboarding is the brain

One sitting in, the AI already knows your product — and can prove it.

01 · SEED

A guided interview plus your existing artifacts — Notion exports, Jira boards, transcripts — become 30–50 sourced claims in one sitting. No cold start.

02 · CITE

Core PM skills — PRD, discovery, strategy, meeting prep — load the brain first. Every output carries receipts: each claim links to its source.

03 · COMPOUND

Every run writes back. A weekly sweep flags drift and contradictions — like a decision a new interview just undermined.

## knowledge/users.md
- activation drops at connector setup  documented
- senior PMs now the primary adopters  verbal
- enterprise will pay extra for SSO  hunch

Trust hierarchy

documented > verbal > hunch > industry — in plain text, so you can override it.

Skill packs give your AI instructions. PM OS gives it evidence.

plain markdown in your repo · no vector DB · commits locally — never pushed anywhere you don’t control
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Product: four phases, one compounding asset

The brain is the wedge. The loop is the prize.

PHASE 1

Seed the brain

Brain-seeded onboarding + cited core skills. Skills free · memory metered.

now · research preview
PHASE 2

Self-feeding

Connectors: meeting transcripts first, then Jira / Linear / Slack via MCP. Retention stops depending on user effort.

months 3–6
PHASE 3

The first loop

Weekly strategy-drift report: what shipped vs what was decided — flagged, cited, forwardable.

months 6–9
PHASE 4

Org brain

Per-source permissions, whoknows, adoption dashboard. From one PM to the whole product org.

months 9+

Why this order is forced: the loop needs the brain as its reference model of “what should be happening.” Brain-first is also the better GTM — day-one value, data gravity, and it avoids shipping “another dashboard.” Maps to both YC RFS: Company Brain (Blomfield) → AI Operating System (Hu).

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Direction

Three compounding layers — each unlocks the next.

Onboarding

Context + Skills + Workflows + Automation

Brain

Knowledge / memory — provenance-tagged, compounding

OS

Onboarding + Brain + Recursive Learning Loops

Direction User Onboarding & Stickiness + Personal Brain → Company Brain + Company OS Learning Loops Recursive Learning
onboarding is the wedge · brain is the moat · the OS earns itself
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Memory: four nested layers, one brain

Scoped by who shares it. Every skill run draws on all four automatically — and every claim keeps its receipt.

Org brain PHASE 4 · THE PRIZE Personal brain PHASE 1 · THE WEDGE Project memory Session one skill run
ORG BRAINThe team’s memoryPersonal brains federate — per-source permissions, whoknows, adoption view. Phase 4.
PERSONAL BRAINOne PM’s compounding memoryInterviews, decisions, drift flags — provenance-tagged. Ships day one; this is the wedge.
PROJECT MEMORYKnowledge files per productpersonas.md · decisions/ · metrics.md — plain markdown in your repo, one project per product area.
SESSION CONTEXTWhat a single run seesEvery skill run loads the layers above it — no re-explaining — and writes what it learned back.
context flows in from every layer · every run writes back ↺ · receipts at every layer

Chat tools scope memory by thread and folder — layers you read, none of them cited. PM OS scopes memory by who shares it — and every layer cites its sources and writes back.

08 / 14

Market: honest math, big ceiling

Bottom-up from observed pricing — cross-checked top-down. Every figure cited.

TAM$1–3.5B / yrevery active PM on an AI PM-OS seat850K–2.6M PMs × ~$470/yr + 2–3× org tier [estimate]
SAM$95–140M / yrAI-forward, creator-reachable PMs~200–300K seats · ChatPRD’s 100K+ users = live proxy [estimate]
SOM$0.9–3.8M ARR24–36 months, no distribution advantage assumed2–8K paid seats at $29–39/mo [estimate]
THE EXPANSION CEILING

The same context + skills + workflows foundation replicates to any role — legal, sales, finance.

Knowledge-management software:

$20.2B (2024) → $62.2B (2033), 13.6% CAGR.

We earn the bigger TAM by winning one role first — investors should discount any TAM a team hasn’t earned a wedge in.

method: bottom-up from observed pricing (mySecond $39/seat · ChatPRD $15–29) cross-checked top-down · all sources in sources.md
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Crowded lanes — one open square

Funding verified per company; full table in sources.md.

PERSONAL PKMMem ($29M, stalled) · Rewind→Limitless (→Meta) · Tana ($25M)horizontal “second brains” neither retain nor monetize
ENTERPRISE BRAINSGlean $7.2B · Dust $40M B · Granola $1.5B · Notion 100M usersIT buyer, cloud gravity — too heavy for a PM IC
MEMORY INFRAMem0 · Supermemory · Zep · Letta · GBrain (MIT)commodity suppliers — our substrate, not our rivals
THE PM LANEHuryn free · Gupta $49 · ChatPRD $15–29 · mySecond $39/seatskills everywhere — no compounding memory, no receipts
THE OPEN SQUARE

Provenance-tagged PM memory + the PM drift loop.

Nobody ships receipts. Nobody closes the loop.

The window is narrow: Granola is building down from capture; mySecond can bolt on memory. Speed is the strategy.

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Moat: the data, not the engine

The engine is free for everyone — including us. Defensibility compounds above it.

CAPTURE

meetings · tickets · interviews

MEMORY

provenance-tagged · deduped · linked

OUTPUT

PRDs & answers with receipts

TRUST

more usage → more capture ↺

1 · Accumulated brain = switching cost — history, graph and provenance don’t export as value

2 · Vertical “should” encoding — PM frameworks as the drift baseline; the step YC calls genuinely unsolved

3 · Local-first trust — your repo, your git, never pushed. The anti-cloud-brain posture

4 · Org data gravity — personal brains federate into the team brain; the brain earns the OS

not a moat: the memory engine itself — an MIT-free commodity. defensibility = data + loop + vertical.
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Go-to-market: three motions, one funnel

Escape the creator knife-fight by selling evidence, not instructions.

M1 · BOTTOM-UP

The “receipts” demo

Content built on the receipts demo vs ChatGPT amnesia. Skills free · email captured from day one. Consulting capped at ≤20% — every engagement dogfoods the product.

M2 · DESIGN PARTNERS

Sell the loop upmarket

Weekly drift report hand-built for 5 PM leads, then productized. Team pricing $200–500/mo. Different buyer, empty channel.

M3 · PRICING FLIP

Skills free · memory metered

Free: 25 memories, 1 project, all skills. $29–39/mo: unlimited memory + connectors + weekly sweep. Team tier lands with the loop.

content → free brain (first cited answer < 45 min) → paid memory ($29–39/mo) → team loop ($200–500/mo)
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Roadmap: every quarter has a kill criterion

We fund the next phase with evidence, not momentum.

M0–3Ship the wedgeInterview + import + 6 cited skills. Thin viewer only if the falsification gate passes.gate: structured beats raw-dump (T1) · ≥3/10 pre-orders
M3–6Self-feedingMeeting-transcript ingest, then Jira / Linear. 25 paying individuals.gate: first cited answer < 45 min · wk-4 retention
M6–9First loopWeekly strategy-drift report live with 5 design-partner teams.gate: report gets forwarded, not just read
M9–12Org brain + raisePermissions, whoknows, adoption view. Seed raise on retention + loop case studies.gate: retention flat by cohort 3
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Team

[Placeholders — final bios in the shared deck]

Vivek Ally — Founder

[PM operating background, domain depth, proof of shipping.]

vivek@brainally.io

[Founding engineer]

Profile sought: local-first tooling, TypeScript, agent infrastructure.

[Advisors]

One respected PM-community name materially changes the distribution math.

Why this team can win the square: encoding “what should be happening” for PMs requires PM domain depth — the one input the well-funded horizontal players don’t have.

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The ask

[Placeholders — to be completed before circulation]

Raising $[ ____ ] pre-seed · [ __ ] months runway · closes at the org-brain gate (M9–12)

[60%]

Product

wedge → connectors → loop

[25%]

Go-to-market

receipts content · design partners

[15%]

Operations

infra · legal · buffer

WHAT THIS BUYS

Wedge shipped + falsification gate passed · 25 paying PMs · drift loop live with 5 teams · $[ __ ]k ARR · a retention curve worth a seed round