CX iCog by CognitiveX

Confidential investor material - May 2026

Persistent memory. Continuous cognition.

iCog gives people a single memory graph across the AI tools they already use, then runs cognition on that graph to produce recall, patterns, and personal context no single assistant can hold alone.

Liveicog.app - API - MCP
$500KSeed SAFE planned
$8MPost-money cap target

Problem

Every assistant starts from zero.

ChatGPT does not know what Claude learned yesterday. Cursor does not know what a user told Copilot. Every new agent asks the user to reconstruct context again.
Context tax Users re-explain their work, preferences, people, and projects in every tool.
Insight loss No single assistant sees the cross-tool pattern of a person's AI life.
Vendor lock-in Built-in memory works only inside one lab's product boundary.

Solution

A portable cognition layer for AI tools.

User
iCog memory graph
typed memories - vector recall - identity anchors
ChatGPT - Claude - Cursor - IDE agents - MCP clients

Remember

Store user-owned memories from conversations, tools, agents, and API clients.

Recall

Return the right context at the right depth: foundational, standard, deep, identity.

Reflect

Run nightly cognition over the graph to detect patterns and synthesize durable insight.

Why now

The missing layer became technically and commercially urgent.

01

MCP matured

Cross-assistant context can now be distributed without one-off integrations for every tool.

02

Memory moved from novelty to need

Frontier assistants proved users value memory, but each implementation remains vendor-bound.

03

Hardware capture lost trust

Always-on recording pushed privacy-sensitive users toward software-first, user-owned memory.

04

Consumer AI monetizes fast

Users already understand the $20 and $200 AI subscription bands.

Product

One memory substrate, four surfaces.

icog.app Consumer chat and PWA
console.cognitivx.io Developer and billing console
api.cognitivx.io OpenAPI memory and recall API
mcp.cognitivx.io MCP server for AI tools and agents
Production-live Stripe-billed tiers OpenRouter model routing PostgreSQL + pgvector

Moat

The database is not the moat. The cognition loop is.

Defensible asset Cross-tool memory graph

The value compounds as more assistants write into the same user-owned graph. No single model vendor can reproduce the cross-vendor graph without cannibalizing its own lock-in.

Depth-weighted recall Credits price cognitive work, not messages or raw tokens.
Nightly consolidation Turns scattered conversations into patterns, summaries, and identity anchors.
Portable control plane Same API and MCP layer for consumers, developers, and partner channels.

Market

A large AI software market with a focused consumer wedge.

$174B AI software market, 2025
$467B Projected AI software market, 2030
22-25% Projected CAGR range
1K -> 48K Base-case paid users, Y1 to Y5

Market figures from the internal research pack citing ABI Research, MarketsandMarkets, and a16z. User targets are from the live bp-site financial model.

Business model

A single credit meter across subscriptions, PAYG, API, and partners.

TierPriceCreditsMemory
Free$0100/mo1K memories
Awakened$20/mo500K/mo1M memories
Conscious$200/mo15M/moUnlimited
PAYG$0.101K creditsUnbounded
Blended ARPU model: $52/mo Gross margin model: 82-83%

Competition

Infrastructure remembers for apps. iCog remembers for people.

CategoryExamplesGapiCog position
Memory infraMem0, Letta, ZepDeveloper-firstConsumer + API
Model memoryOpenAI, GoogleSingle-vendorCross-vendor
Second brainNotion, ObsidianUser-input heavyLearns from AI use
Capture hardwareRewind, Bee, FriendPrivacy burdenSoftware-first

Status

Production is live. The round funds distribution and proof.

Built

Consumer app, API, MCP server, billing console, docs, architecture stack, and business-plan model.

Verified

Live Stripe pricing, Vercel surfaces, Cloudflare DNS, OpenRouter routing, and generated API docs.

Next proof

Convert pre-launch product into repeatable acquisition, retention, and paid-user cohorts.

Month 3: channel-quality gate Month 6: NRR >= 100% Month 12: $1M ARR path

Financials

Base-case model: efficient seed path to $30M+ ARR.

YearRevenueARR EOYPaid usersGM
Y1$341.5K$589.8K94181.5%
Y2$1.49M$2.12M3,35282.2%
Y3$4.53M$6.20M9,61682.6%
Y4$10.81M$13.98M21,29182.8%
Y5$24.64M$32.13M48,34583.0%

Source: bp-site live financial model, base scenario, generated May 2026.

Ask

$500K seed SAFE to turn a live product into a funded category wedge.

Round $500K SAFE

$8M post-money cap - 20% discount - MFN - pro-rata

Use of funds 60 / 25 / 10 / 5

Growth - R&D - operations and governance - reserve

Entity path Lexa Plus Ltd.

UK product entity planned at seed close, with IP assignment from Black Megaurion Ltd.