The Partnership Model

It starts with one process. Where it goes is up to you.

ProcessOS doesn’t ask you to commit to a platform, a partnership, or a roadmap on day one. We ask you to identify one process that costs your team the most time — and let us build an agent that handles it. If that works, we do the next one. Partnership is a destination, not the starting point.

How It Works

From one process to a full operating system. At your pace.

Every step delivers standalone value. Every step is yours to keep. The next step is always your choice.

1

15 Minutes

Discover

Our guided discovery process identifies the single highest-value process to automate in your business. You answer questions about your firm, your team, and your pain points. The AI produces a detailed Process Spec — the exact blueprint we’d use to build your first agent.

Your commitment: 15-20 minutes of your time.

What you keep: A detailed Process Spec you can use regardless. No commitment required.

2

1–2 Weeks

Build

We build your first custom AI agent using pre-built industry components and your industry’s specific rules. Your team reviews and refines the output through a human-in-the-loop interface. At the end, you have an agent that saves measurable hours every week.

Your commitment: One senior person sharing domain expertise, 3–5 hours per week.

Your investment: Fixed fee, fixed scope. Comparable to a few weeks of a mid-level hire.

What you own: The process IP. The agent logic trained on your domain expertise belongs to you from day one.

3

Ongoing

Expand

Once the first agent is delivering value, we add more processes. Each agent is faster to build because the infrastructure exists. As processes chain into workflows, a full operating system emerges — but only because each piece delivered real value on its own.

Each agent compounds value: The second agent leverages infrastructure from the first. The tenth transforms how your firm operates.

Add at your own pace: There’s no minimum commitment. Commission new agents when the previous one has proven its value.

4

Your Choice

Own & License

You own every agent you commission. The process IP — the rules, logic, and domain knowledge encoded into the agent — belongs to you. You choose what to do with it.

Keep it private: Use your agents exclusively. Your competitive advantage stays with you.

License it: Make your agents available to other firms in your industry. You earn 60% of the licensing revenue. ProcessOS handles deployment and support.

Intellectual Property

You own what you commission. Here’s exactly how.

This is the question every commercially minded firm will ask. The answer needs to be precise and fair.

1

When You Commission

Build

Your data stays yours. Everything you share during the build — rate schedules, process documentation, sample transactions — remains your property.

The agent has two layers. The platform layer (agent orchestration, document processing, quality gates) is ProcessOS IP. The domain layer (the specific rules, classifications, and logic trained on your expertise) is your IP.

If you stop after one agent: you keep the working system for your firm’s use. ProcessOS retains the platform IP. Your domain knowledge stays in your instance — we don’t take what your team taught the system and hand it to a competitor.
2

When You License

License

Your proprietary edge stays private. When you license an agent to other firms, the deployable version uses generalised industry rules — not your firm’s proprietary data or competitive advantages.

Revenue share: 60/40. You earn 60% of licensing revenue from every firm that uses an agent you commissioned. ProcessOS handles deployment, support, and infrastructure.

You control access. Choose which firms can license your agents. Set geographic or market boundaries. Revoke access if the relationship changes.

3

When Partnership Emerges

Partner

Partnership is earned, not required. As your agents accumulate and your licensing revenue grows, a strategic partnership becomes a natural evolution — not something you sign on day one.

The partnership owns the industry product. The industry-specific AI product — the domain logic, customer relationships, and industry brand — sits inside the partnership entity.

Clear separation: Platform IP (ProcessOS) → licensed to the partnership. Industry product IP (Partnership) → co-owned. Your proprietary data (You) → never transferred.

Our Principles

The rules we operate by.

1

Start with value, not commitment

Every engagement begins with one process that delivers measurable results. You don’t need to believe in a platform — you need to see one agent work.

2

Own what you commission

The process IP belongs to you from day one. We build the infrastructure; you own the domain expertise encoded into it.

3

License on your terms

If you choose to license your agents, you control who, where, and when. Revenue share is transparent: 60% to you, 40% to ProcessOS.

4

Earn the next step

Partnership is a graduation, not an entry point. It emerges when both sides have demonstrated enough value to make it worth formalising.

5

Performance is mutual

We commit to technology delivery. You commit to domain expertise. Neither side carries dead weight. Both sides are accountable.

Who this model is for.

Quantity surveyors spending 60% of their time on rate classification. Insurance brokers manually matching submissions to carriers. Real estate firms chasing signatures through 40-email threads. Accountants reconciling the same compliance data every quarter.

If your work involves clear inputs, defined rules, and structured outputs — and your team is doing it manually at volume — this model was built for you.

Is your firm ready for AI agents?

Have a quick chat with our AI — it'll assess your automation readiness and recommend where to start.

Takes about 2 minutes. No login required.

FAQ

Frequently Asked Questions

Everything you need to know about the ProcessOS partnership model.

For teams of 15 or fewer, there's no setup fee. You pay a monthly Build Track — $1,499/mo for one agent or $2,499/mo for two — plus per-seat access starting at $49/user/mo. The first agent is live in 1–2 weeks from kickoff.

A new agent every month, end to end. On the $1,499/mo track, we ship one new agent each month — discovered, built in 1–2 weeks, deployed, and then operated by us. On the $2,499/mo track, we ship two each month. Every agent we ship, we keep running and improving — you don't manage prompts, infrastructure, or model upgrades. Your fleet compounds month over month.

Per-seat access scales with the size of your agent fleet: $49/user/mo while you have 1–5 agents, $99 at 6–10 agents, and $149 once you're at 10+ agents (the Fleet tier). Every seat gets access to the agents you've built, the AI Guide for on-demand help with your processes, the live dashboard, and your process documentation. Same price for everyone on a given plan — no feature tiers, no admin/standard split.

You'll know which process to target next. You can either stay on the single-agent track ($1,499/mo) or move to the two-agent track ($2,499/mo) so we operate two in parallel. Most clients build their second agent within 3 months. Bigger teams or larger fleets graduate to our enterprise track via River Group.

Everything is exportable anytime. Agent workflows export as JSON/YAML (portable to n8n, Make, Zapier). Process documentation and AI Guide knowledge export as Markdown. All data exports as CSV/JSON. We earn your business every month — we don't hold it hostage.

After deploying 5+ agents, the conversation shifts. Your processes are encoded as IP — custom agents trained on your domain expertise. We help you license those agents to non-competing firms in your industry. You keep 60% of licensing revenue; ProcessOS keeps 40%. The partnership formalises only after both sides have proven the model works. Every stage before that has a clear offramp.

For enterprise-scale agentic software, custom platform builds, or multi-year transformation programmes, we work closely with our enterprise partner River Group. They handle large-scale engagements with 20+ years of enterprise technology delivery. We will connect you directly if your requirements go beyond what ProcessOS covers.

Off-the-shelf tools are generic. They don't understand your industry's specific rules, compliance requirements, or workflows. We build custom AI agents trained on your domain expertise and real data. You co-own the result — it's your competitive moat, not a commodity subscription.

Domain expertise, access to real process data for training, and a pilot environment where we can test the agents on actual workflows. You don't need a technical team — we handle all engineering, infrastructure, and deployment.

If Stage 1 delivers, we move to Stage 2: together, we find 3-5 firms in your network who face the same process pain. You make the introductions; we deploy. Revenue share begins. By Day 90, if the market responds, we formalise the JV. Every step earns the next — and every step has a clear offramp if it's not the right fit.

Make one senior person available for 3-5 hours per week. That person shares how the process actually works — the rules, the exceptions, the edge cases that aren't in any manual. They review the AI's outputs and tell us when it's wrong. That feedback is what makes the system accurate. You're not managing a project or learning new software. You're teaching a system by applying the expertise you already have.

It means exactly that — together. You identify firms in your network who face the same process pain. These might be peers, industry contacts, upstream suppliers, or downstream partners. You make the introduction and vouch for the system based on your experience using it. We handle the technical deployment and onboarding. Your credibility does the selling — that's why the founding partner's network matters so much.

Based on where your network and credibility genuinely reach. If you're a well-known firm in New Zealand and Australia with strong industry relationships, that's your territory. We don't promise global exclusivity — because nobody can genuinely serve a global market through a single regional network. Territory matches capability.

Then we've both learned something important: either the process pain isn't widespread enough, or the product needs adjustment, or the market isn't ready. None of those are failures — they're data. You keep the working system from Stage 1. No JV is formed. No further obligation. The investment to reach this conclusion is your time — not additional money.

In your territory, no. Your regional exclusivity means we won't deploy the same product to firms in your market through a competing partner. In other regions where you don't have relationships, we may partner with other firms — which actually benefits you as a JV co-owner, because the product improves and the JV's revenue grows.

Specific, measurable, and agreed upfront — not imposed after the fact. Typical benchmarks include: number of qualified introductions per quarter, active pipeline value, customer relationship health, and responsiveness to customer needs. ProcessOS has matching benchmarks for technology delivery, platform uptime, and product development velocity. Both sides are accountable.

No. Every stage has a clear offramp. After Stage 1, if the system doesn't perform, you owe nothing further and keep the working tool. After Stage 2, if the market doesn't respond, neither side is obligated to form a JV. After the JV is formed, there are quarterly performance reviews with defined thresholds. We've designed it this way deliberately — a partnership where one side is trapped doesn't produce good work.

Clean separation. You keep the working system from Stage 1 — it's yours for internal use. The JV's industry product IP is handled according to the JV agreement (typically, both sides retain certain rights, and there's a buyout mechanism). ProcessOS retains the platform IP. Your proprietary data is never transferred to anyone, ever. Nobody walks away empty-handed, and nobody walks away with something that isn't theirs.

Yes. All data processing happens within enterprise-grade infrastructure with full encryption at rest and in transit. We operate under strict data sovereignty principles — your data stays in your jurisdiction. We're building for industries where compliance isn't optional.

The best way to evaluate the model is to try it.

15 minutes to identify your highest-value process. A detailed spec you keep regardless. Your first agent live in 1-2 weeks. You own the IP.