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the Alpha

ShurIQ
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01 · The Age of Judgment

The companies that will define the next decade won't have more information. They'll make better decisions.

Every organization has access to information.
Every organization now has access to AI.
Neither creates competitive advantage.
Judgment does.

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Alpha is the accumulated knowledge, judgment, relationships and conviction that make an organization unlike any other. It has never appeared on a balance sheet. But now it is leaking through its code and queries.

What Alpha is made of
Click any part
02 · The Problem

Your Alpha is Leaking.

Knowledge is spread across disconnected systems. Proprietary reasoning gets handed to a public model, and custody transfers the moment it arrives. The companies that preserve and operationalize their own intelligence will outperform those relying on public AI.

Four ways it goes
Click a route
03 · Why Today's AI Does Not Solve It

AI produces more information. It does not produce intelligence.

More content, more summaries, more reports, more automation. None of it preserves what an organization knows or improves how it decides. That is an architecture problem, and better prompting does not reach it.

Seven limits of current systems
Click a limit
04 · Judgment Is Not Artificial

As models commoditize, a wrapper's value goes to zero. Encoded judgment appreciates.

Every organization now has access to AI.
Neither creates competitive advantage.
Judgment does.

The companies that will define the next decade won't have more information. They'll make better decisions.

Good judgment is a competitive advantage in the age of AI. Harvard Business Review, 2023-09.

Two value curves as models commoditize
Click either curve
05 · The Technology

Seven layers. Each one addresses a problem no other platform is solving.

ShurIQ is enterprise infrastructure. The applications built on top are just the examples of how this technology can be applied.

The architecture
Click a layer
The stack, layer by layer, and who owns each layer

ShurIQ is a modular framework of roughly a dozen components wired together by a custom orchestration harness, built deliberately against the one-vendor-per-tier assumption. It rents the commodity layers and owns the layers that encode the agency process. The rented layers are model weights, hosting, the vector store, and embeddings. The owned layers are the SBPI rubric, the grammar canon, the workflow orchestration, and the portability library. Each layer carries three facts: what is proprietary, what is rented by choice, and how mature it is. Proprietary layers can still be early, and deliberate vendor dependencies can be fully live today.

Five components are built and running in production right now: the multi-agent generation pipeline, the SBPI knowledge graph and rubric, the shuriq-kg portability library, the deterministic grammar gate, and Report Studio. They have shipped deployed client reports, they have measured runs, and they compound nightly. Most AI startups at this stage cannot claim a single one of these as a standing system.

Legend. Owner: us (proprietary), vendor (paid third party), OSS (open-source self-hosted), hybrid (our code over rented or OSS pieces). Horizon: owned-now = live and running today; near-term = partially built or planned next; long-term = design-stage; never = rented permanently by design, not a build target. State: BUILT/MEASURED versus PLANNED/TARGET, called out per row.

Master architecture table: the ownership map, built versus rented by layer
LayerReal componentsOwnerHorizonState
Models (generation)claude-opus-4-8 as the injected CLAUDE_MODEL parameter; runs the production Report Engine as a Managed Agent and every agent in the trinchero and polymarket workflow.js scriptsvendor (Anthropic), swappable by configlive nowBUILT/MEASURED. One managed-agent run measured end to end
Models (Report Studio app)claude-opus-4-8 via the Anthropic SDK, set by the same injected CLAUDE_MODEL parametervendor (Anthropic), swappable by configlive nowBUILT. Same default model as the pipeline; the whole stack reads one injected model parameter, so a provider swap is a configuration change
Models (local extraction, planned)Quantized Llama-3-70B for nightly KG node extraction, the sovereign-stack extraction pathOSS (self-hosted)near-termPLANNED. The local-model extraction variant of the nightly loop, scoped for the sovereign stack
Models (observation)zai/glm-5 behind the Letta Witness/Subconscious agentvendor (Letta Cloud)near-termPARTIAL. 8 of 12 blocks live, local container being stabilized
Models (sovereign, planned)Frozen open-weights Qwen 3.5 / DeepSeek / Mistral / gpt-oss at Q4_K_M minimum, per-client DMoE LoRA expert bankhybridlong-termPLANNED. Built on external arXiv templates, no ShurIQ implementation yet
Data sources (research)WebSearch and WebFetch (harness), Exa MCP, InfraNodus SERP and related-query tools, SerpApivendorlive nowBUILT/MEASURED. About 54 web calls per report
Data sources (licensed, planned)CarbonArc alternative-data catalog: transaction velocity and zip-level economic signals feeding the enterprise data layervendor, rented by designnear-termIN EVALUATION. Trial secured, adoption decision pending. Licensed data widens what the data layer admits; the judgment layer that scores it stays owned
Data sources (self-generated)Nightly auto-research loop running in production (scheduler, 6:13 AM daily, 7 SPARQL query types, markdown insight digests against the store, fixed 2026-05-30); weekly reports folding back into the RDF graphus / hybrid (client source data)owned-nowBUILT/RUNNING. The knowledge graph is measured: 119,054 triples on 2026-07-29, up from 73,559 on 2026-03-23. The high-volume compounding rate is PROJECTED
RetrievalSPARQL over RDF (shuriq-kg library: TripleStore ABC plus adapters); PROV-O provenance on every scoreusowned-nowBUILT/MEASURED. Portability proven: identical SPARQL across two engines, rdflib and Oxigraph, 1,501 triples on 2026-07-28 returning identical results in both. The third adapter is pending a license renewal
Retrieval (planned)GraphRAG plus BM25 on client hardware for the sovereign deliverablehybridlong-termPLANNED (design only)
Vector databaseQdrant backing mem0/OpenMemory, OpenAI embeddingsOSS (Qdrant) plus vendor (OpenAI embeddings)owned-now for store, never for embeddingsBUILT/MEASURED (about 787 memories). The vector store is a memory cache; core retrieval runs on the RDF triplestore
Triplestore / SPARQL engineOntotext GraphDB today, one-line config switch to Oxigraph (RocksDB) provenhybrid (GraphDB now; adapters swappable)owned-nowBUILT/MEASURED. Lock-in avoided via shuriq-kg. A hosted replica of the canonical store is the next hardening step
Tools / analysisInfraNodus MCP (KG construction, gap analysis, SERP); D3.js v7 viz; Cavalry motion; Playwright verify; wrangler; gws CLI; Slack botvendor / OSSowned-nowBUILT. InfraNodus is an external dependency in the report pipeline; the knowledge-repository semantic layer is the planned path to in-housing it
IntegrationsCloudflare Pages, D1, Workers/Tunnel; SerpApi; Google Workspace; Slack (direct bot token); Letta; Resend/Postmark (planned)vendorowned-now (most), near-term (Resend/Postmark, public SPARQL proxy)BUILT for live pieces. Magic-link auth and public read-only SPARQL proxy are scoped next
OrchestrationCustom JS ESM workflow.js scripts plus harness; about 23 to 28 agent calls per run; Phase 1 research, 1.5 fact-check hard gate, 2 analysis, 3 synthesis contract, 4 build, 5 QAusowned-nowBUILT/MEASURED. Imperative prompt-chaining; a unified state machine is the next milestone
Orchestration hostAnthropic Managed Agents runtime hosts the Report Engine loop, the first production Managed Agentvendor (Anthropic)live nowBUILT/MEASURED. One brief run end to end: 54 web calls, 38 reasoning steps, 23 tool round-trips, SBPI 72/100, 18 of 19 sections on-voice
Orchestration (unified runtime)Pipeline Compiler (about 200 LOC Python), Pipeline Executor (the Router, a headless Agent SDK app), Trigger Registryusnear-termPLANNED. Draft v0.1.0, sized about 2 weeks. State today sits across 5 stores; the runtime that enforces one conflict-resolution order is the next build
Memory6 layers: vault markdown plus git (source of truth, rebuildable), mem0/Qdrant/OpenAI cache, InfraNodus named graphs, Letta Witness, Claude auto-memory, git trailershybrid; vault plus git = usowned-now (vault/git/mem0/InfraNodus), near-term (Letta)BUILT for 5 of 6. Rebuildable-from-vault survives memory poisoning and is real. Write-arbitration across parallel sessions is the next hardening step
Guardrails (deterministic)Deterministic grammar gate (about 160 LOC, Python stdlib only) over rendered HTML plus D3 label strings; banned-terms list (27 rules); per-dir allow-lists; wired into pre-deploy hook and evalsusowned-nowBUILT/MEASURED. The fully operational deterministic gate. Built after it caught a banned term rendered 56 times that the LLM eval had passed
Guardrails (semantic)Distinctness and progression judges, grammar v0.7; IP-Layer export filter; SHACL-on-writeus (rubric) plus vendor (judge model)owned-now (spec plus Report Studio impl), near-term (5-system rollout)SPEC plus PARTIAL. Report Studio is the named reference implementation; the 5-system rollout and SHACL enforcement are scoped next
Guardrails (process)Two-tier public/privileged firewall (provenance tagging plus served-markup checks); anti-slop checklist (9 hard rules)usowned-nowBUILT (human-run). An automated intake classifier is the next milestone
EvaluationsMulti-agent LLM auditors plus consolidator plus adversarial verifier; deterministic headline-collision linter; prediction experiment harness (Optuna/TPE, 12 params, 30 trials)us (orchestration) plus vendor (judge model)owned-nowBUILT for the eval loop and the deterministic gate. A structured eval test set with measured pass/fail rates is the next milestone; all gate thresholds are TARGET today
Logginggit commits plus audits; D1 stores reports (7 tables, about 225 rows); PROV-O provenance per scoreusowned-nowBUILT. A structured eval-results datastore and observability stack are scoped next
Human reviewExternal client share human-gated; deploy operator-gated; two-tier leak checks; 3-depth anti-slop readusowned-nowBUILT (discipline). The automated fact-check ledger is the in-loop gate; a launched workflow runs the build phases autonomously
Customer-facing (Report Studio)Vite 5, React 18, Cloudflare Pages Functions, D1; 19-section stream, single-section regen, optimistic concurrency; email allow-list authusowned-nowBUILT/MEASURED, live. Exercised daily by the Shur team; external client onboarding and magic-link auth are the next milestones
Customer-facing (dashboards)Static state render (intentional IP firewall, not from the store)usowned-nowBUILT. One vertical live; two queued
Customer-facing (editorial briefs)Self-contained editorial HTML plus 6-file D3 viz hub per engagementusowned-nowBUILT/MEASURED (6 briefs)
Customer-facing (Writers/Book Studio)5 screens plus a live Writing Partner agent; builds a subscriber knowledge repository as a byproduct of guided writingusnear-termDESIGN-STAGE. Prompt designed, code not yet started as of 2026-05-28
Customer-facing (Aethelgard / Totem Forge)Rails 8.1, Sidekiq, Postgres, Hotwire/ActionCable REA signal-ingestion engine; intended terminal-class productusnear-termPROTOTYPE. Stage-1 measured (100 signals to 57 value events), local-only. Stage-2 is the next step
Customer-facing (subscription SaaS)Recurring product, dashboard, API, self-serve, pricing page, trialuslong-termUNBUILT. The product tiers productize what the engagements prove; this is the deliberate next phase, not a shipping claim today
Connective layer (Totem Protocol)Open-source data-movement layer beneath ShurIQ (Capture/Constraint/Encoding, 4 encodings)OSS (positioned)long-termSCAFFOLD. Positioned open-source layer; spec and runtime executor are roadmap. The stated ship condition (90% or more of historical recommendations re-validate) is a TARGET
Scout (gap analysis)scout-agent v1.1.0 approved, negative-space gap-finding, InfraNodus topologyus plus vendor (InfraNodus)owned-nowBUILT, in client use. MetaScout cognitive-model switching is at planning stage
Totem PersonaForked third-party myKG, two-pass ontology induction plus extractionhybrid (myKG fork)near-termDEMO. 2 personas built, single-user, demo-scale
PerceptagonNamed in the moat themes as a componentus (claimed)long-termCONCEPTUAL R&D. A v0.1 vision doc plus existing viz assets. Roadmap, not a product claim
MiroFish (simulation)External AGPL-3.0 tool (Neo4j 5.18, Ollama, OASIS); proposed simulate organ and sovereign-stack proofOSS (AGPL-3.0)long-termPROPOSAL. Its OpenAI-compatible endpoint is a clean model-independence proof point, planned. AGPL source-availability obligations flagged for counsel if hosted
What is genuinely ours versus rented

Proprietary and live now: the SBPI rubric and per-vertical ontology, the report grammar canon with the deterministic gate and banned-terms list, the shuriq-kg portability library, the workflow.js orchestration and harness, Scout's negative-space method, the Report Studio app code, the IP-firewall export filter, and the two-tier protocol. These encode the agency process. None of them is observable from a published brief, so a competitor cannot reconstruct them by reading a finished output.

Rented by design: foundation-model weights, OpenAI embeddings, Cloudflare hosting, and licensed data. CarbonArc is the licensed-data example: access to transaction velocity and zip-level economic signals, a dataset no single client could assemble alone. Integrated into the framework, that data flows through the same owned judgment layer and lands in the customer's own graph: licensed signal in, owned intelligence out. Proprietary value lives above the model layer, so renting these is the strategy. The whole stack reads one injected model parameter, CLAUDE_MODEL, defaulting to claude-opus-4-8 in both the workflow pipeline and Report Studio. Swapping providers is a configuration change. Portability is already proven at storage: two triplestore adapters, rdflib and Oxigraph, run identical SPARQL over the same data, and 1,501 triples returned identical results in both on 2026-07-28. A live second-provider generation path is the next milestone.

Commercial sequence

Revenue today is engagement-led: founder-led sales and roughly 60 analyst hours per engagement. This is the deliberate sequence: prove the scoring method against real client work, compound it through the running system, then package it. The SBPI self-score of 40 reflects early distribution.

Known constraints and what is being hardened next
ConstraintStatus and next step
Hosted triplestoreThe canonical knowledge base runs on one machine today. A hosted replica with backup is the next hardening step
Generation portabilityProduction generation runs on Anthropic today. The injected CLAUDE_MODEL parameter makes a provider swap a configuration change; a live second-provider path is the next milestone
Compounding at volumeThe nightly auto-research loop runs in production (6:13 AM daily). The high-volume compounding rate is PROJECTED, not a standing rate yet
Cost per reportAbout $45 per report as of 2026-07-29, down from $114.72 on 2026-06-01. $15 to $25 per run is the TARGET via caching, model routing, and local inference
Eval datastoreThe deterministic grammar gate is fully operational. A structured eval store with measured pass rates is the next milestone; all gate thresholds are TARGET today
Decay coverageDecay (lambda) is live for one vertical. A second vertical has one week of data; cross-vertical comparison is the next milestone
AGPL exposureMiroFish carries AGPL-3.0 source-availability obligations if it is ever hosted. Flagged for counsel before any hosting
Key-personThe scoring method is encoded by Jonny, which is also the moat: about $165K and two years of his own training against the SBPI stack ranking, closed-source and unobservable from outputs. Documentation and team transfer are in progress
05 · The Technology

The loop compounds. We measure how fast our own conclusions go stale.

Every report, meeting, decision and outcome strengthens the next decision. The decay gets measured every week, per company, and the curve is published.

The loop, and 19 weeks of measured decay
Click a step or the curve
06 · Product

Our Product. Our Moat

We sell a system that learns how your organization thinks, and gets sharper every time you use it.

Shur is a computational intelligence operating system that sits between enterprise infrastructure and foundation models, enabling organizations to preserve and compound their competitive alpha by abstracting organizational memory, reasoning, judgment, security, and governance from the underlying LLM while securely generating, governing, and executing decisions through brand strategy, world-class creative execution, workflow automation, and enterprise applications.

The engine that researches and writes intelligence reports, the studio where your team edits and approves them, the scoring system that ranks you against your competitors, the private knowledge base that holds everything the work has learned, and the tool that finds the opportunities nobody in your market is talking about, has shipped real work for real brands: DBM Global, the American Heart Association, Polymarket, Trinchero, Apptronik, and IES.

Here is the honest split. A good engineering team could rebuild the plumbing in a few weeks: the storage, the pipelines, the polished output. What they could not rebuild is the judgment inside it. Two years of real client work trained our scoring, taught the system what good writing looks like, and filled a knowledge base that grows on its own every night. Copying the shell is easy. Copying the judgment and application, not possible.

The flywheel: creative services and ShurIQ
Click a stage
What could be copied fast?

The website output, the hosting, the data storage, the report layouts. Weeks of work for a funded team, and we treat none of it as an advantage.

What could not be copied. Three things compound.

1. The trained scoring. The categories and the point scale are public craft. The judgment about what a piece of evidence is worth took two years of real client work to train, and you cannot recover it by reading the finished scores. We tested this on ourselves: an outside team studying our reports could reproduce how they look almost perfectly, 90 to 100 percent, and the judgment underneath at only 5 percent.

2. The writing standards. Any AI writes fluent text. Ours carries the accumulated list of everything real clients rejected, corrected, and approved across 100+ shipped reports. That list exists only because the work shipped.

3. The knowledge that builds itself. Every report, meeting and decision adds to a knowledge base the client owns: 119,054 connected facts as of 2026-07-29, growing every night. A competitor cannot buy it or scrape it, because it is generated by the work itself.

What it costs to run

A complete report costs about 45 dollars to produce as of 2026-07-29, down from about 115 dollars on 2026-06-01. Nobody else in our field publishes that number.

Where it goes next

Specialized models trained for each client's industry, running inside the client's own walls for the customers whose security requires it. The system already treats every AI model as a replaceable part, so these drop in without a rebuild.

The flywheel

Shur Creative Partners is the other half of the wheel. The agency shipped about one million dollars of strategy, brand and content work in the past year. ShurIQ makes that work faster and better, and every project teaches the system more. The work feeds the intelligence, and the intelligence improves the work.

07 · The Competitive Set

Every category solves one piece. ShurIQ connects them.

Eight categories scored on the eight things a decision actually needs. Each is excellent on its own axis and close to absent on somebody else's. Click ShurIQ for where we rank today and what five million dollars changes.

Category coverage, eight dimensions, unweighted
Click a category
08 · Who We Serve

Eight kinds of buyer. One shared need.

Enterprise, private equity, venture capital, investment banking, hedge funds, family offices, government and defense. Different questions, and all of them come down to deciding better.

We are already working with large institutions. A national streaming venture took its brand name from our naming intelligence and runs on our weekly editorial. The American Heart Association heard our intelligence work presented at their annual board meeting. DBM Global, a structural steel and construction group inside a NASDAQ-listed company, is in a live pilot, with our reports already in front of its leadership. Engagements have shipped across entertainment IP, fintech, apparel, and education.

Segments, by what each one needs first
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09 · Vision

The terminal organized financial information. Organizational intelligence is the larger job.

The platform a leader consults before every consequential decision. Every screen answers four questions, and everything else opens out of five areas.

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Three things complete the picture.

Specialized models. Each client vertical gets its own model, trained against that client's graph, running on their own servers. The public frontier models stay available as replaceable parts. The client's judgment does not leave the building.

Security. Custody is enforced in architecture, never promised in a document. The certifications land against the dated gates: SOC 2, ISO 27001, ISO 42001, and a third-party penetration test.

Execution. A recommendation does not stop at a screen. The creative services arm and AI automation carry it out, and the result lands back in the graph, attached to the decision that caused it. The platform closes its own loop.

Four questions, five areas
Click a question or an area
10 · Business Model

Enterprise land and expand, on a widening base.

Software first, then strategic advisory and creative execution, then automation, then specialized models. Each step up raises what it would cost a customer to leave.

Revenue steps against switching cost
Click a step
Revenue at year five, modeled

The model is simple: enterprise customers times average contract value, plus services revenue. The contract assumption comes from live pilot pricing of $7,500 per month per brand plus a creative retainer, which puts the working average contract at $150,000 per year.

ScenarioEnterprise customersAverage contractSubscription revenueServices revenueYear five total
Conservative40$120,000$4.8M$2MAbout $7M
Base100$150,000$15M$5MAbout $20M
On track to unicorn250$180,000$45M$8MAbout $53M

Every number in this table is a model built on stated assumptions, never a measurement. For scale: a company on track for a $1B valuation typically shows $40M to $60M of annual recurring revenue at year five.

11 · The Team, and the Raise

We Are a Band of Mercenary Polymaths

Whose collective work as professors, developers, designers, creators, operators, and entrepreneurs has prepared us to solve some of the world's most complex problems.
We've built and led $100M+ companies. Created award-winning brands, products, and technology. Taught, mentored, and led others.

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Today, we've combined those experiences into an intelligence platform with the potential to redefine how organizations make high-consequence decisions.
All that's missing is you.
Your capital.
Your network.
Your battle-tested wisdom.

Join us in protecting the next generation of alpha.

What the raise buys, against three dated gates
Click a commitment
The team

Sixteen years of research and thirty years of professional judgment across the agency.

Jonny Dubowsky, co-founder. Sixteen years designing AI agents across multiple industries, all in service of one idea: compounding and augmenting collective intelligence. Lectures at NYU ITP, Syracuse University, and Drury University, with ongoing workshops alongside leading researchers. Architect of the judgment engine ShurIQ runs on.

KG Hagedorn, GM, ShurIQ. Serial entrepreneur who has scaled companies past $100M in revenue in under five years. EMBA, NYU Stern; Program for Leadership Development, Harvard Business School.

Protect
the Alpha

ShurIQ