Investor Relations

THE COMPOUNDING
IP MACHINE

An AI-native engineering operation where every project makes the system smarter. One operator, a fleet of AI agents, and a network of human specialists — delivering design, software, hardware, and robotics.

Token-based pricing. 100x markup on inference costs. No headcount scaling linearly with revenue.

Read the Thesis → Investor Portal

Build Platform

2nth.ai

AI skills engine, agent runtime, token billing. The commercial platform where clients build products.

Infrastructure

2nth.io

Managed open-source platforms. ERPNext, TwentyCRM deployed on dedicated infrastructure for businesses.

Research & IP

imbila.ai

AI research, methodology, education. The knowledge layer that feeds the commercial platforms.

WHY THIS MATTERS

The Economics

100x markup on base AI inference costs. Every token sold is margin. No salary overhead scaling linearly with revenue. The more projects we run, the better the agents get, the higher the margin.

The Moat

Compounding agent intelligence. Every project refines system prompts, delivery templates, and scoping accuracy. Competitors start from zero. We start from every project we've ever delivered.

The Scope

Full-stack engineering across four pillars — design, software, hardware, and robotics. Most AI-native firms focus on one vertical. We cover the entire build spectrum with a single-operator model.

WHERE WE ARE

300+

AI Skills

Domain Agents

Platforms

Partners

Revenue Model

Token Sales (2nth.ai)

Clients purchase tokens to access AI agents. 100% markup on inference costs. Token billing in ZAR via Paystack. Signup bonus drives trial-to-paid conversion.

Managed Hosting (2nth.io)

Monthly recurring revenue from hosted ERPNext, TwentyCRM, and other platforms. R2,500–R5,000/mo per instance. Infrastructure margin on Hetzner Cloud compute.

Partner Revenue Share

5–30% revenue share to partners who contribute skills, integrations, or client referrals. Partners earn when their skills are used. Creates a self-reinforcing ecosystem.