Confidential
Version control for agents.
The new reality

Engineers now run fleets of agents.

Claude Code running agents in parallel
The friction

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

×
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.
×
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.
×
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.
×
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 Modal E2B Daytona Fly.io AWS Google Cloud Cloudflare Vercel
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 Notion Linear Figma GitHub Google Drive
Productivity & collaboration apps, built for the human era.
What the agentic age needs
Productivity apps
Mod
Versions the whole system, not a silo
Agents as first-class collaborators
Parallel agent work: branch & merge
Checkpoint, attribute & roll back
Local-first, runs on your infrastructure
One programmable substrate, not a fixed app
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
$0 $150M $300M $450M 0 25k 50k 75k ↑ GitHub · 4M+ orgs (off chart) Cursor · ~50k teams Launch Year 1 Year 2 Year 3
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
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
MultiOn Radicle Foodchain
Alex Good
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 Ink & Switch Radicle Foodchain
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.”
Cloudflare Engineering leader Cloudflare
“Our product and engineering teams are stuck in so much grunt work trying to organise and collaborate on plans.”
Snyk 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.”
Recall AI CTO Recall AI
“Our teams own idea-to-deploy individually, but it’s hard to collaborate on design and review.”
AGI Inc CTO AGI Inc
“It’s hard to review agent-generated code. Tracking the full context would be very helpful.”
Remote Engineering manager Remote.com
“Worktrees don’t work.”
Nominal 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.”
Reflex AI 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.”
Paradigm CTO Paradigm
“GitHub is dying and git is not the right primitive.”
T3 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.”
HashiCorp Founder & CTO HashiCorp
“Git worktrees are fun and all, until you have 3,563 instances of node_modules.”
OpenCode 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.”
pi.dev 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
Mod
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