An invitation to one aligned partner. The seed is where we choose who helps us reach the Series A.
This is an invitation, not an auction. We are opening a small seed round to one partner who brings money, connections, and alignment, and who helps position the company for a Series A raised on strength. The path is two rounds: a $1.8M seed now on a $35.0M cap, then a $10.0M Series A at $100.0M post-money once the reuse curve prints.
With ten paying customers near covering their own costs, we are raising because we chose to, and choosing who to raise from. The generous entry is not a favor. It is the deliberate price of selecting one aligned partner, tied to the distribution they commit to bring. The full fit rubric and terms are on the fit page.
One partner, chosen for fit, not for the size of the check.
We are inviting one aligned, well-connected strategic into this round. The check is the entry ticket; what we are really inviting is the network and the alignment behind it. This is the profile we are looking for, and the three things we ask a partner to bring.
| Domain | AI, developer tools, platform and infrastructure |
| Network shape | A portfolio or operator book Quinn can be deployed across |
| Thesis literacy | Understands network effects, deflationary pricing, and standard-layer plays |
| Time horizon | Wants to build the standard over years, not flip an application |
| Value posture | Value-add weighted over check size |
| Governance temperament | Comfortable with credible-neutral governance and an open format |
| On the honest number | Sees naming the one open number as a strength |
What we invite you to bring
- Money. A small seed check. The size is not the reason we are inviting you into the round.
- Connections. A portfolio or operator book Quinn can be deployed across, and the willingness to open it.
- Alignment. A distribution commitment written into the deal: named portfolio companies become early tenants on defined terms and a defined timeline.
The partner who helps us reach the Series A on strength.
The seed partner is the one who helps us prove the one open number, reach the gate, and set up the A. They bring the distribution that feeds the reuse curve, their portfolio companies become early tenants, and they help assemble the round that prices the Series A. Seed now, Series A on the print, one shared path.
Post-money SAFE at a $35.0M post-money cap
- Approximate stake
- 5%
- Instrument
- Post-money SAFE, Reg D
- Purpose
- Fund the two gates and the bridge to the print
Priced equity at $100.0M post-money
- Step-up from seed cap
- 2.9x
- Option pool
- 10% at the A
- Purpose
- Scale globally once the reuse curve prints
The two-round path is more disciplined than a single deep-discount round: it roughly halves founder dilution, keeps the cap credible, and tells a clean two-step story anchored to a measurable milestone. The instrument that resolves the one open number is already shipped and running on live traffic, so a partner watches the number come in inside the round, not on a promise held to the next raise.
Watch the reuse curve live →An open network, pointed at one outcome.
Reaching the standard-layer outcome takes more than capital. We are inviting a partner who opens their network and helps assemble the people the next stage needs. These are the players the two of us bring into the room together.
The co-investors for the Series A
The right funds to help price the A on strength. A well-connected partner opens the door to the investors who lead at the standard-layer stage, so the next round is raised from a position we chose.
Operators and talent
The people a small team needs to scale: operators who have run platform companies, and the engineering and go-to-market talent that turns a proven number into a durable standard.
Portfolio companies as early tenants
The first tenants who put Quinn to work. Each one warms the shared cache and feeds the reuse curve, which is the number the whole round is built to prove.
On the Base case.
The seed return recomputes with the scenario. IRR and MOIC are on the $1.8M seed; NPV figures are indicative present values of the seed stake at three discount rates.
Indicative IPEV / IFRS-13 on the live model; not audited, and refreshed the moment the cross-tenant reuse number prints. Also on this scenario: Y5 revenue $59.4M, Y5 net income $21.1M.
Enter at a disciplined cap. Ride the re-rate. Step up into a believable Series A.
The seed cap sits below the company's assessed fair value band of $45.0M to $64.0M, held below the model on the one number still unproven. The math, stated plainly and investor-safe:
| Concluded fair value today (central) | $50.0M |
| Seed post-money cap | $35.0M |
| Entry relative to central fair value | 70% |
| Concluded value on the reuse-curve print | $99.0M |
| Implied re-rate on the entry cap at the print | 2.8x |
| Series A post-money | $100.0M |
| Step-up from seed cap to Series A | 2.9x |
The entry discount
You enter at a disciplined cap relative to the company's assessed fair value, before the reuse curve prints. The price is a partner-selection statement, not a valuation statement.
The re-rate
The same model re-rates as the one open number moves from being-measured to proven. The instrument that resolves it is already shipped and running on live traffic, rendered live in this room.
The step-up
A strong seed-to-A step-up from the seed cap into a believable Series A post-money, with a post-money SAFE so the re-rate accrues to your conversion rather than being priced away at entry.
Indicative and assumption-driven; figures refresh the moment the cross-tenant reuse number prints. The few points of extra dilution versus pricing at fair value are the deliberate cost of selecting an aligned partner, tied to the distribution they commit to bring, not a discount given away. The round is shown to a small set of qualified aligned strategics, so the price sits under real tension.
The seed is a bridge to one milestone.
The allocation is weighted toward the two gates that de-risk the thesis and the platform work that makes the product a standard rather than an application. Marketing spend is deliberately small, because acquisition is self-serve and the referral is self-liquidating.
Allocation of $1.8M
The two gates (trust + reuse-curve proof) The anti-fraud / trust layer and the instrumentation that proves the cross-tenant reuse curve on live traffic. | $450K 25.7% |
Core engineering team The small senior team that builds the runtime and the standard. | $500K 28.6% |
Reference runtime + conformance suite The named, versioned format, its reference runtime, and the public conformance suite. | $400K 22.9% |
Operator partnerships + distribution Seeding the install base through aligned operators whose work warms the cache. | $200K 11.4% |
Infrastructure + compute The metered compute the platform runs on during the bridge to the print. | $120K 6.9% |
Reserve Contingency held against the bridge. | $80K 4.6% |
| Total | $1.8M |
One owner today. One partner filling in next to us.
Quinn is a Light Brands native project, owned 100% by Light Brands AI LLC today. This round invites one partner in next to Light Brands: 5% at the seed, and a converted 4.5% after a $100.0M Series A that takes 10%. The option pool is established at the Series A, kept out of this clean headline. The table stays tight, and Light Brands stays the anchor holder through both rounds.
Ownership by stage
| Holder | Today | Post-seed | Post-Series-A |
|---|---|---|---|
| Light Brands AI LLC | 100% | 95% | 85.5% |
| Strategic partner (seed) | — | 5% | 4.5% |
| Series A | — | — | 10% |
Strategic on distribution. Neutral on the standard.
The invitation is generous, and it stays inside guardrails that protect everyone who builds on the format. The partner is strategic on distribution and neutral on the standard, so the format stays credibly neutral for everyone. This is the one part of the deal that is not negotiable.
What the partner gets
Entry below the assessed fair value, the re-rate as the one number prints, the seed-to-A step-up, a board seat to help build the standard over years, and pro-rata to defend your position in the priced round and beyond.
Read the fit and terms →What the partner never gets
No exclusivity, no veto, and no preferential or gated access to the reuse registry or the open standard. A standard nobody can capture, including us, is the one everybody trusts enough to build on, so the referral and distribution mechanics stay architecturally separate from the format itself.
The open standard, at full weight →A short call to walk the model, the shipped harness, and the ten.
If the profile fits, the conversation is not about whether the story is good. It is about whether you are the partner who helps bring the number in, carries Quinn into your network, and helps assemble the players for the Series A.