01 / 19

The internet's incentive layer.

SERIES A · JULY 2026 · INTERNAL & CONFIDENTIAL
SCROLL
01 · The pattern
Apple Airbnb YouTube Uber Bitcoin
$1T+
Paid to the people who supplied the asset

Apple to developers. Airbnb to hosts. YouTube to creators. Uber to drivers. Bitcoin to miners.
Aligned networks pay for the asset they run on.

Apple $550B since 2008 · Airbnb $250B since 2008 · YouTube $100B since 2021 · Uber $88B annualised · Bitcoin $71B since 2009 · company reported and Glassnode
02 · The break
Google Facebook Instagram Amazon TikTok
$2.1T
made from your data, attention
and intent since 2021
$0
actually paid
to you

Five years. Five platforms. Not one cent reached the person who supplied it.

Advertising revenue 2021 to 2025 · Google $1,065B excluding YouTube, which pays creators · Meta $717B, counted once across Facebook and Instagram · Amazon $241B · TikTok $66B estimated, ByteDance is private
03 · The turn
YouTube At the rate YouTube already pays its creators
$1.1T
Would have gone to people over the same five years

It is time they became aligned.
We are building the incentive layer of the internet.

55% of $2.1T, the long form creator share YouTube pays today · a rate already proven at scale, on a platform inside the same company as the largest network on this list
04 · The wedge

ero rewards people for their digital lives.

Pooled · per connection
Many brands pay for each connection
NikeAmazonNetflixSpotifyUberAirbnbMcDonald'sStarbucks
Direct · per outcome
One brand pays for many outcomes
adidas
CONNECT
StravaVERIFYING
Reviewing recent runs · distance, frequency
$9pooled reward · this connection
CONTINUE
MISSIONS
adidas
adidas
One brand · three outcomes
Prove you’re a serious runner with Strava for 50% off the new Adizero.
$10 USD3 MIN
Verify a year of activewear purchases on Amazon.
$8 USD2 MIN
Follow adidas Running and log your next 5K.
$2 USD1 MIN
Pooled brand funding pays for every connection · brands pay only for the outcome · rewards spendable wherever Visa is accepted
05 · One transaction

Brands fund outcomes. Everyone shares in the result.

01A brand funds a mission
02EarnOS targets an eligible user
03The user completes the verified action
04EarnOS verifies the result at source
05The user is rewarded; the creators and brand agency each earn a share
06The brand receives a verified outcome
BRAND PAYS $150ONE MISSION
● USER $100● CREATORS $10● BRAND AGENCY $5● EARNOS $35
67% to the user · 33% to EarnOS — of which up to 20% is shared with creators and 9% with the brand agency.
Modelled an illustrative $150 mission
06 · The system

EarnOS coordinates the exchange.

Every participant gives something and is paid for it. The diagram is the business model. EarnOS sits in the middle, paid to coordinate.

EarnOS VERIFIES · SETTLES · COORDINATES GIVESverified actions · permissioned data GETScash rewards Users Brands GIVESfunding per outcome GETSverified customers Creators & partners GIVESdistribution GETSrevenue share
the triangle of shared prosperity
07 · The flywheel

Every outcome improves the next one.

Lowering CAC and increasing LTV of every participant.

MORE BRAND SPEND BETTER REWARDS MORE USERS AND CREATORS MORE VERIFIED ACTIONS A RICHER VERIGRAPH HIGHER BRAND ROI
08 · The VeriGraph

A living, permissioned graph of activity and intent.

MUSICACTIVE SUBSCRIBERCOMMERCERECENT PURCHASERFINANCEPORTFOLIO USERFITNESSRUNNING FREQUENCYTRAVELLOYALTY MEMBERENTERTAINMENTWATCH HISTORY
Permissioned · verified at source · continuously refreshed
Explore the VeriGraph →
09 · Early proof

Six weeks after mobile launch, the graph is already deepening.

CONSUMER DEMAND
4,901
MONTHLY ACTIVE USERS
People enter the new product experience.
PERMISSION BEHAVIOR
17,113
VERIFIED CONNECTIONS
People permission meaningful parts of their digital lives.
GRAPH DEPTH
1.3M
VERIFIED DATA POINTS
Each user creates dense, usable intelligence.
ENGAGEMENT DEPTH
5.20
PLATFORMS PER CONNECTING USER
The graph deepens rather than stays single-action.
3 million beta participants validated the reward mechanic. The mobile launch now tests graph depth, repeat behavior, and monetization.
Measured production snapshot, 4 Aug 2026 · deduplicated to real people
Explore the VeriGraph →
10 · The VeriGraph · from above

From above: 17,113 permissioned bonds in six weeks.

Amazon
1,981VERIFIED
Top wedge · first platform for most members
Spotify
1,934VERIFIED
95.8% verified names on file
Uber
1,833VERIFIED
13,181 trips · $75,889 in fares
TikTok
1,749VERIFIED
36 verified fields avg per bond
DoorDash
1,575VERIFIED
8,823 orders · 30,218 SKUs · $207,837
Instagram
1,011VERIFIED
216 private accounts proven
Revolut
900VERIFIED
3,018 currency pockets held
Netflix
817VERIFIED
23,685 verified viewing-list titles
Robinhood
774VERIFIED
503 broker-KYC'd · 3.3 yr avg age
SoFi
646VERIFIED
457 incomes attested by a regulated lender
Delta
605VERIFIED
1.4M attested SkyMiles balances
Tesla
575VERIFIED
Verified owner accounts on file
Wise
541VERIFIED
Cross-border flows proven
DraftKings
517VERIFIED
A $250 to $750 CPA vertical
Strava
479VERIFIED
88 paid athletes · active subs
Coinbase
462VERIFIED
Funded wallets proven
Kalshi
355VERIFIED
100% extraction yield · every connection decodes
Shop
326VERIFIED
3,885 orders · 991 retailers · 7.5 yr history
Amex
33HOLDERS
$115,323 attested card spend · 3,802 txns
CROSS-VERTICAL MEMBERS
1,523
47% verified in finance + lifestyle · 97.6% of bonds live
Every new member deepens the graph. Every new brand raises the value of every member.
Measured production snapshot, 4 Aug 2026 · soft launch 17 Jun · deduplicated to real people
Explore the VeriGraph →
11 · The wedge & the asset

Rewards are the wedge.
The VeriGraph is the asset.

Cash gets people in. Every verified action deepens a permissioned graph that cannot be scraped or bought. Only granted.

CAC $4.40 today 17,113 bonds · 5.2 connects / member · $15.85 base LTV LTV / member ↑ CAC ↓ today6121824 · months
Measured starting values, 18 Jul 2026 Modelled trajectory · two series, own scales
Explore the VeriGraph →
12 · Distribution

Pay for distribution after it creates value. Not before.

TRADITIONAL ACQUISITION
01Upfront ad spend
02Impressions
03Clicks
04Possible conversion
05Uncertain payback
EARNOS DISTRIBUTION
01A creator shares an opportunity
02A user completes a verified outcome
03The brand pays
04The creator earns a share
05EarnOS earns a share
Variable acquisition cost · funded by realized revenue
13 · Why now

The infrastructure for this has only just arrived.

01Third-party tracking is collapsing
02Consumers want agency and rewards
03zkTLS makes source verification possible
04Stablecoins settle value instantly, globally
05Visa rails make payouts spendable
06AI demands verified, permissioned data
NOW
14 · The marketplace

Offer-wall liquidity today. Direct brand demand tomorrow.

TODAY

Offer walls

Rented demand that backstops early liquidity while direct spend comes online.

● OFFER WALL 78%● DIRECT 22%
AT SCALE

Direct brand

A deliberate mix shift, anchored by 65+ signed orders and $3M+ committed, run like a marketplace.

● OFFER WALL 25%● DIRECT 75%
Modelled mix shares Measured 65+ signed orders · $3M+ committed · tracking direct share of gross profit, margin by mission source, repeat brand expansion
15 · The expansion

Advertising is the first market for permissioned value exchange.

CONSUMER VALUE COORDINATION
Research and AI permissions
Commerce and personalized offers
Financial services and verified intent
Advertising and rewarded acquisition · FUNDS THE EXCHANGE TODAYNOW

The base is the current business. Each layer above is enabled, not promised.

16 · The vision

Protocols connected computers.

Search organized information.

Social connected people.

EarnOS coordinates value.

IBMPROTOCOLS
GoogleSEARCH
FacebookInstagramTikTokSOCIAL
AppleMOBILE
EarnOSINCENTIVES
17 · EarnOS

The internet has an information layer, an identity layer, and a payment layer.We are building its incentive layer.

Join Us
Appendix A · member snapshot · the trader

We never learn his name.
We can prove everything else.

#871228
identity anonymised
20 / 20 Pulse · humanity verified
Name
withheld
Contact
withheld
everything below is attested
Person
34 · Male · Perth, WA
DOB & geo via zkTLS
Spend
A$35,091 across 139 receipts
Shop.app, 2022–2026
Trading
A$142k+ volume · 157 trades
Kraken, since Jun 2024
Audience
209k+ followers
X · TikTok · Instagram
15 platforms collected, each attested at source
Airbnb Amazon Apple DoorDash Instagram Kraken Netflix Shop.app Spotify Strava TikTok Uber Vivino Wise X
What the graph reads from those proofs
Serious wine collector
High
Seventeen Woodlands allocation releases, four Margaret River stays, and a Vivino account twelve years old with 267 vintages logged.
Shop.app · Airbnb · Vivino
Subscription grocery loyalist
High
Forty-four fortnightly organic deliveries worth A$9,005 across three years. Recurring is his default, not his exception.
Shop.app
New or expecting parent
Med-high
An A$1,138 nursery glider and a custom family-name welcome mat, bought inside the same 24 hours.
Shop.app
$15
Cost to collect
$182
Paid to the member
$1,450
Est. annual ARPU
range $450 – $1,850
View the full profile
Appendix B · member snapshot · the traveller

We never learn his name either.
His proof looks nothing like the last one.

#395954
identity anonymised
20 / 20 Pulse · humanity verified
Name
withheld
Contact
withheld
everything below is attested
Person
Michigan · USA
Passport · KYC green
Travel
Diamond Medallion · 88 flights
Delta, since 2021
Cabin
66% First Class of 85 segments
Delta, by fare class
Income
$300k+ verified floor
SoFi, self-employed
10 platforms collected, each attested at source
Delta SoFi Tesla DraftKings Amazon Netflix Uber Instagram X Spotify
What the graph reads from those proofs
Top-tier frequent flyer
High
116,844 miles flown and 146,701 SkyMiles earned since 2021, on $22,700+ of qualifying fare spend. Delta One transatlantic on the record.
Delta SkyMiles
Self-employed high earner
High
A marketing and sales business owner clearing a verified $300k+ floor. The raw figure never leaves the source.
SoFi
Active sports bettor
Med-high
An identity-checked sportsbook account with prior deposit history. Engaged, and good for it.
DraftKings
$10
Cost to collect
$127
Paid to the member
$1,850
Est. annual ARPU
range $700 – $2,600
View the full profile
Appendix C · market evidence

Rewards select for the best customers.

The reward economy already concentrates on the highest value consumers. The Federal Reserve puts the flow at $15B a year, moving toward the highest incomes and scores.

DeltaDELTA $9B expected Amex remuneration this year
CardsCARDS $47.5B rewards earned by US cardholders in 2024
AmericanAMERICAN $24B AAdvantage appraisal, above the whole airline
UltaULTA 95% of sales come from its 44.6M reward members
StarbucksSTARBUCKS $13B member spend in 2025, nearly 60% of US revenue
CostcoCOSTCO $128K median member household income, 60% above the US median

The people every brand wants most are already the heaviest reward earners. ero inherits that selection.

Sourced Delta guidance 2026 · CFPB 2025 · 2020 loan appraisals · Ulta 10-K FY24 · Starbucks Investor Day · Numerator · Fed and IMF 2023
Appendix D · the conquest graph

Prove you are one brand's customer, and their rivals come looking.

Every brand in a category is chasing the same person: the one already paying a competitor. A proof makes that person findable, with their permission. In a category of ten brands, one proven customer has nine rivals who want to meet them, and every proof added puts another name on that list.

PROVED Music streaming · Premium, active 26 months switch mission opens $15
PROVED Food delivery · 2 orders in 90 days grocery mission opens $10

It reads both ways. Twenty-six months of paid streaming tells a rival this person is worth a switch offer. Two delivery orders in ninety days tells a grocery brand where the rest of the food budget is going.