The internet's incentive layer.

SERIES A · JULY 2026 · INTERNAL & CONFIDENTIAL

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01 · Incentives

The internet's largest networks were built by aligning incentives.

PUBLISHERS

GoogleADVERTISERS

DRIVERS

UberRIDERS

HOSTS

AirbnbGUESTS

CREATORS

YouTubeVIEWERS

Incentive systems create networks

02 · Advertising

Users create the value.
Everyone else monetizes it.

A trillion dollars a year is spent reaching people. Platforms convert one person’s data, attention and intent into up to $1,100 a year. The person who generated all of it is paid nothing.

Brands spend

$1T

global advertising spend, per year

Platforms capture

$1,100

up to, per user, per year

The user receives

$0

for their data, attention and intent

Reported global ad spend: 2026 forecast · ARPU: stacked seven platforms, range $700 to $2,630+ · EarnOS research · Jul 2026

03 · Therefore

EarnOS is building the incentive layer of the internet.

When incentives align, networks scale. EarnOS is fixing the incentives of the internet's largest market: advertising.

Encoded reward each participant in proportion to the value they create, and participation compounds

04 · The wedge

ero rewards people for their digital lives.

Pooled · per connection

Many brands pay for each connection

Direct · per outcome

One brand pays for many outcomes

CONNECT

StravaVERIFYING

Reviewing recent runs · distance, frequency

$9pooled reward · this connection

CONTINUE

MISSIONS

adidas

One brand · three outcomes

Prove you’re a serious runner with Strava for 50% off the new Adizero.

$10 USD3 MIN

Verify a year of activewear purchases on Amazon.

$8 USD2 MIN

Follow adidas Running and log your next 5K.

$2 USD1 MIN

Pooled brand funding pays for every connection · brands pay only for the outcome · rewards spendable wherever Visa is accepted

05 · One transaction

Brands fund outcomes. Everyone shares in the result.

01A brand funds a mission

02EarnOS targets an eligible user

03The user completes the verified action

04EarnOS verifies the result at source

05The user is rewarded; the creators and brand agency each earn a share

06The brand receives a verified outcome

BRAND PAYS $150ONE MISSION

● USER $100● CREATORS $10● BRAND AGENCY $5● EARNOS $35

67% to the user · 33% to EarnOS — of which up to 20% is shared with creators and 9% with the brand agency.

Modelled an illustrative $150 mission

06 · The system

EarnOS coordinates the exchange.

Every participant gives something and is paid for it. The diagram is the business model. EarnOS sits in the middle, paid to coordinate.

the triangle of shared prosperity

07 · The flywheel

Every outcome improves the next one.

Lowering CAC and increasing LTV of every participant.

08 · The VeriGraph

A living, permissioned graph of activity and intent.

Permissioned · verified at source · continuously refreshed

Explore the VeriGraph →

09 · Early proof

Five weeks after mobile launch, the graph is already deepening.

CONSUMER DEMAND

6,000

MOBILE USERS

People enter the new product experience.

PERMISSION BEHAVIOR

14,197

VERIFIED CONNECTIONS

People permission meaningful parts of their digital lives.

GRAPH DEPTH

1M

VERIFIED DATA POINTS

Each user creates dense, usable intelligence.

ENGAGEMENT DEPTH

5

PLATFORMS PER CONNECTING USER

The graph deepens rather than stays single-action.

3 million beta participants validated the reward mechanic. The mobile launch now tests graph depth, repeat behavior, and monetization.

Measured live board, 21 Jul 2026 · deduplicated to real people

Explore the VeriGraph →

10 · The VeriGraph · from above

From above: 14,197 permissioned bonds in five weeks.

Amazon

1,550VERIFIED

Top wedge · 760 members enter here first

Uber

1,514VERIFIED

11,310 trips · $66,140 in fares

Spotify

1,463VERIFIED

95.8% verified names on file

TikTok

1,367VERIFIED

36 verified fields avg per bond

DoorDash

1,292VERIFIED

7,703 orders · 26,801 SKUs · $179,441

Instagram

765VERIFIED

216 private accounts proven

Revolut

729VERIFIED

2,619 currency pockets held

Netflix

653VERIFIED

20,068 verified viewing-list titles

Robinhood

602VERIFIED

444 broker-KYC'd · 3.3 yr avg age

SoFi

458VERIFIED

$200k+ lender-declared incomes proven

Delta

352VERIFIED

231k attested SkyMiles balances

Strava

333VERIFIED

84 paid athletes · active subs

Tesla

320VERIFIED

Verified owner accounts on file

DraftKings

309VERIFIED

382 verified bettors · $250 to 750 CPA

Coinbase

273VERIFIED

97 funded wallets proven

Wise

267VERIFIED

267 cross-border flows proven

Amex

31HOLDERS

$115,311 attested card spend · 3,800 txns

CROSS-VERTICAL MEMBERS

1,225

46% verified in finance + lifestyle · 96.3% of bonds live

Every new member deepens the graph. Every new brand raises the value of every member.

Measured live board, 21 Jul 2026 · soft launch 17 Jun · deduplicated to real people

Explore the VeriGraph →

11 · The wedge & the asset

Rewards are the wedge.
The VeriGraph is the asset.

Cash gets people in. Every verified action deepens a permissioned graph that cannot be scraped or bought. Only granted.

Measured starting values, 18 Jul 2026 Modelled trajectory · two series, own scales

Explore the VeriGraph →

12 · Distribution

Pay for distribution after it creates value. Not before.

TRADITIONAL ACQUISITION

01Upfront ad spend

02Impressions

03Clicks

04Possible conversion

05Uncertain payback

EARNOS DISTRIBUTION

01A creator shares an opportunity

02A user completes a verified outcome

03The brand pays

04The creator earns a share

05EarnOS earns a share

Variable acquisition cost · funded by realized revenue

13 · Why now

The infrastructure for this has only just arrived.

01Third-party tracking is collapsing

02Consumers want agency and rewards

03zkTLS makes source verification possible

04Stablecoins settle value instantly, globally

05Visa rails make payouts spendable

06AI demands verified, permissioned data

NOW

14 · The marketplace

Offer-wall liquidity today. Direct brand demand tomorrow.

TODAY

Offer walls

Rented demand that backstops early liquidity while direct spend comes online.

● OFFER WALL 78%● DIRECT 22%

AT SCALE

Direct brand

A deliberate mix shift, anchored by 65+ signed orders and $3M+ committed, run like a marketplace.

● OFFER WALL 25%● DIRECT 75%

Modelled mix shares Measured 65+ signed orders · $3M+ committed · tracking direct share of gross profit, margin by mission source, repeat brand expansion

15 · The expansion