iCog by CognitivX
Confidential investor material · May 2026
Persistent memory. Continuous cognition.
Not smart. Just knows you.
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.
Problem
Every assistant starts from zero.
Solution
A portable cognition layer for AI tools.
typed memories · vector recall · identity anchors
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 consolidation over the graph — clustering, community detection, and insight synthesis — turning scattered conversation into durable patterns.
Why now
The missing layer became technically and commercially urgent.
MCP matured
Cross-assistant context can now be distributed without one-off integrations for every tool.
Memory moved from novelty to need
Frontier assistants proved users value memory, but each implementation remains vendor-bound.
Hardware capture lost trust
Always-on recording pushed privacy-sensitive users toward software-first, user-owned memory.
Consumer AI monetizes fast
Users already understand the $20 and $200 AI subscription bands.
Product
One memory substrate, four surfaces.
Demo
Not a prototype. A live system you can use today.
Interactive demo · click to step through
Moat
The database is not the moat. The cognition loop is.
Raw data commoditizes; vector search is a library import. The moat is the engineered loop that runs on a cross-vendor graph — activation-ranked recall feeding nightly consolidation feeding richer recall. It is shipped, running code a competitor has to rebuild, and accumulated personalization compounds into switching cost.
Market
A $467B AI software market — and a personal memory layer no incumbent owns.
TAM: global AI software market — ABI Research (2025). Adjacent layer: AI agents market — MarketsandMarkets (Apr 2025), triangulated by Grand View and Precedence. The personal, cross-tool AI-memory layer is a green-field category with no incumbent third-party market size — iCog is defining it. SOM is bottom-up from the iCog base-case financial model (~48,345 paid users, ~$32M ARR by Y5).
Business model
A single credit meter across subscriptions, PAYG, API, and partners.
Usage-based memory pricing is proven at scale: Mem0 grew to 186M memory API calls and raised $24M in 2025 on operation-metered pricing (Sacra, TechCrunch). iCog’s PAYG + API meter captures the same agent-driven usage — revenue scales with operations, not seats, which is the upside lever beyond the consumer tiers.
Competition
Infrastructure remembers for apps. iCog remembers for people — and their agents.
Traditional apps needed a database. Modern agents need cognitive memory.
Why won’t the labs just do this? Single-vendor labs are structurally disincentivized from portability — cross-tool memory cannibalizes the lock-in their valuations depend on. The neutral, user-owned layer is the one place they won’t follow.
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.
Team
One founder shipped the entire cognitive stack.
Founder & sole developer, CognitivX. 22, building from the UK; previously built MoltJobs and Lexaplus. Solo-designed and deployed the full iCog system — a 300+ module cognitive engine, public API, MCP server, billing, and a live consumer app — over seven months of cognitive-architecture research since October 2025.
Financials
Base case: efficient pre-seed path to $30M+ ARR.
Base scenario from the iCog / bp-site financial model; blended ARPU ~$52/mo. Generated May 2026.
Vision
Today we remember for you. Next we predict what you’ll need.
Today — shipped
The cognition loop: activation-ranked recall and nightly consolidation over a cross-tool memory graph. Running in production.
Next — Foresight
A personal world model that simulates outcomes forward. The delta between choices is the product — not absolute predictions.
Horizon — the cognitive layer
Predict the user’s latent state and needs across every tool and agent: the runtime that sits above all foundation models.
Grounded in 40 years of cognitive-architecture research — ACT-R, SOAR, Global Workspace, predictive coding, and the modern world-model literature. We model the user’s state, not the next token.
Ask
$500K pre-seed SAFE to turn a live product into a funded category wedge.
$8M post-money cap · 20% discount · MFN · pro-rata
Growth · R&D · operations and governance · reserve
UK product entity planned at pre-seed close, with IP assignment from Black Megaurion Ltd.