Confidential

Version control for agents.

The new reality

Engineers now run fleets of agents.

The friction

Running agents in parallel, and together, is a mess.

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You coordinate every agent by hand

Agent work sits in a flat local list, not a live log other agents and tools can react to, so you run the tests, trigger the next step, and wire every handoff.

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No one else can join a run

A session is trapped on the machine it started on, so a teammate can’t watch or join it and another agent can’t pick up where one left off. Working together means pasting transcripts after the fact.

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Parallel agents diverge without visibility

Each runs in its own VM, blind to the others’ changes and how they relate, so the work drifts apart into merge hell.

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Hosted orchestrators aren’t local-first

Cloud-hosted agents lock your environment, tools, and data to a vendor’s app, limiting your control and the workflows you can build.

The root cause

Git was built for one codebase, not a whole system of work.

As a version control system it only tracks text files, line by line. Commits and syncs are manual, so work and the context behind changes get lost, submodules barely work, and there is no real access control.

Git versions

Code

It can’t see

Environment Plans Decisions Transcripts Issues Reviews

Different data, different access, different audiences.

→

So teams bolt on

Notion Linear Cursor Claude Devin Factory GitHub Figma Drive

And babysit every run

The substrate

One collaborative log for agent work.

What git did for source code, Mod does for everything around it, every plan, decision, session, and environment in one shared, versioned log instead of scattered across apps.

Primitives Store Version control Access control Sync

Claude Code nas

watching feat/auth

Web plan canvas

plan canvas

Mobile alex

feat/auth thread

Cloud worker

worker idle

VM worker

worker idle

feat/auth synced

nas write refresh.ts
cloud tests 14 passed
sarah edit plan

Clients

One workspace, every client.

The same versioned workspace, reached from a terminal, the browser, your phone, a cloud sandbox, or a connector worker.

CLI@mod/cli

zsh — mod

$ mod session ls
feat-auth  claude  +47 -3
feat-search codex  +52 -1
spike-pg17  cursor  idle
✻ working…

$ mod branch push feat-auth
pushed → app.mod.computer/nas

Run and track agents in your terminal.

Webapp.mod.computer

Collaborate in a live browser workspace.

MobileiOS · Android

9:41●●● ▮

agents 3 active

feat-jwt+47 -3

claude-01 · editing refresh.ts

feat-search+120 -12

codex-02 · refactoring users.ts

feat-rotate+18 -0

claude-02 · writing tests

spike-pg17+0 -0

cursor-03 · idle

FilesAgentsReview

Review and steer agents on the go.

VMcloud sandbox

tool worker · cloud vm

$ run refresh.ts
wrote src/auth/refresh.ts +18
LSP no errors
tests 14 passed

Runs on

Connectorsworkers

connector worker

GitHub → PR #214 Linear → MOD-212 Slack → #eng-auth Notion ← spec sync Drive ← design.fig

Sync GitHub, Linear, Slack, Notion, and Drive in and out.

Ecosystem

A few primitives that birth an ecosystem.

A network of workspaces

Just as GitHub became the home of repos, Mod becomes the home of agent work, teams build and share their workspaces in one network.

nas

active in 5 workspaces

⎇ mod/auth-service 3

⎇ acme/web-revamp 5

⎇ team/roadmap 8

Open & extensible

Everything is one typed object on the shared log, so a few primitives interoperate by default, and anyone can build:

Workers

Run inference, tools, and evals on any host.

Tools

New capabilities agents can call.

Connectors

Sync GitHub, Linear, Notion in and out.

Canvases

New views on the same data.

Workspaces

Forkable, shareable team setups, packaged and published.

Competition

Productivity apps bolt AI on.
Mod is the infrastructure underneath.

The market we take

Productivity & collaboration apps, built for the human era.

What the agentic age needs

Productivity apps

Mod

Versions the whole system, not a silo

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Agents as first-class collaborators

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Parallel agent work: branch & merge

✕

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Checkpoint, attribute & roll back

✕

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Local-first, runs on your infrastructure

✕

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One programmable substrate, not a fixed app

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An app can add AI features. It can’t become infrastructure. That gap is the whole opportunity.

Market

A fast-growing market for infrastructure built for agents.

$2.6T

$162B

$52B

$52B · Engineers, today

Infrastructure for agents. $8B today, compounding ~46% a year to ~$52B by 2030. Engineers buy it first: Cursor at $2B ARR, Copilot at 4.7M paid seats. Where we land.

$162B · Every knowledge worker

As agents move beyond code, every knowledge worker orchestrates and collaborates on them. The digital workplace: $68B today, ~$162B by 2030.

$2.6T · The whole workforce

Work shifts to fleets of agents across every org. Total AI spend hits $2.6T in 2026, up 47% in a year, concentrating in the infrastructure the whole stack runs on.

Every team is running a growing fleet of agents alongside its people. We’re building the infrastructure they orchestrate and collaborate on, starting with engineers and expanding to everyone.

GTM

We sell the infrastructure agents run on.

We sell subscriptions that bundle the four things agents consume: OS inference Storage Hosted VMs Sync

Dream funnel

Open-source free tier seeds adoption

Content + community HN, Reddit, X, YouTube

Developers adopt use it, bring it to their team

Team converts usage triggers paid upgrade

PLG loops sharing spreads it

Land + expand one team to the whole org

First goal: 0 → 6k teams · $2.5k ACV

Revenue (ARR) Teams

We launch in ~3 months. Year 3: ~45k teams approaching Cursor’s ~50k scale, $450M ARR as consumption-based ACV expands to ~$10k per team.

Team

Built by the people who built the primitives.

Years of R&D on local-first collaboration and agent architectures. We have shipped together before. Longtime collaborators, and each other’s best man.

Nassar Hayat

Co-founder & CEO

Head of Platform at MultiOn, building browser agents. Led the developer ecosystem team at Radicle, a peer-to-peer GitHub alternative. Co-founded Foodchain, a B2B platform bootstrapped to $5M ARR.

Built

Alex Good

Co-founder & CTO

Lead maintainer of Automerge, the leading open-source CRDT library, at Ink & Switch. Led the protocol team at Radicle. Co-founded Foodchain. Speaker at Local-First Conf and QCon London.

Built

Automerge automerge.org ↗

Version control for your data.

The leading open-source CRDT: a local-first sync engine for multiplayer apps that work offline, never lose data, and merge without conflicts. Alex is its lead maintainer.

21k+GitHub stars

2.4M+downloads / yr

59contributors

Team behind it

Built at Ink & Switch, the industrial research lab that coined “local-first” software. That team includes production engineers who cofounded Heroku, and computer scientists like renowned Cambridge professor Martin Kleppmann.

Market pull

Technical leaders are already pulling for it.

“Give me a way to share my agent data with the team and I will stop using Linear, GitHub, and Notion.”

Engineering leader Cloudflare

“Our product and engineering teams are stuck in so much grunt work trying to organise and collaborate on plans.”

Director of AI Snyk

“We’re struggling to manage agents across Notion for specs, Linear to track, and a separate GitHub repo for local context.”

CTO Recall AI

“Our teams own idea-to-deploy individually, but it’s hard to collaborate on design and review.”

CTO AGI Inc

“It’s hard to review agent-generated code. Tracking the full context would be very helpful.”

Engineering manager Remote.com

“Worktrees don’t work.”

Founder Nominal.dev

“I set parallel agents off to work and their output is mostly useless, they have no context of what the others did.”

Founder Reflex AI

“Everybody’s building the same thing: prompts replace code, a thread viewer replaces the file viewer. But who’s going to figure out collaboration? I’m bullish on sync engines.”

CTO Paradigm

“GitHub is dying and git is not the right primitive.”

CEO T3

“GitHub was the best solution for 2010. In 2026 it’s hanging on by a thread. The needs of today are so different the form factor doesn’t work anymore.”

Founder & CTO HashiCorp

“Git worktrees are fun and all, until you have 3,563 instances of node_modules.”

Engineer OpenCode

“Feels weird that git still can’t manage empty directories, or submodules that aren’t the root of another repo. Git submodules are pretty lame.”

Creator pi.dev

The ask

Raising to reach the first 6,000 teams.

$5M

To grow the team below and put Mod in front of its first 6,000 teams.

Use of funds

Product Engineering2 hires

Infrastructure Engineering2 hires

ML Engineering2 hires

Infrastructure & inferencecompute

Sales & marketingGTM

mod.computer nas@mod.computer