Pre-revenue

RLL City

Confidential · investor overview

Who it is for, and what it is

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Who it is for: B2B. Buyer: a founder or engineering leader at a North American organization running 10+ production agents. User: the stakeholders they must answer to — board, investors, customers — who need a legible surface. Also sold as the embeddable @rll/city-sdk. — source: products/xml/AI and Engineering Product Nodes/rll-city.xml#investor-model/market-sizing/sam@filter='North America · organizations running 10+ produ…
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What it is: The operating system for AI workforces: makes agent work visible, governable and legible to non-engineers. Distinct from Consulting (services) and Labs (showcase). — source: same node <identity> + domains/investment-terms.xml#portfolio ('The OS for company infrastructure, doctrine management, and autonomous-agent …

Why now

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Why now: The agent-visibility and ops-tooling slice runs about $0.7B (2025) toward ~$4.6B (2030), arriving exactly as organizations first put ten or more agents into production and discover nobody outside engineering can read what they do. — source: same node #investor-model/market-sizing/tam + sam@filter's 10+ production agents threshold
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The opportunity: An organization's AI agent work is invisible — logs, dashboards and API traces no stakeholder can read. Founders, investors and teams cannot trust, sell or coordinate a workforce they cannot see. Abstractions do not sell; a watchable running company does. — source: products/xml/AI and Engineering Product Nodes/rll-city.xml <problem> + intent/rll-city.intent.xml <problem>

Market

$700MTAMproducts/xml/AI and Engineering Product Nodes/rll-city.xml#investor-model/market-sizing/tam (RATIFIED founder 2026-07-13, lens=MODELED) · 2026 · modeled
$275MSAMsame node #investor-model/market-sizing/sam · 2026 · modeled
$2MSOMsame node #investor-model/market-sizing/som · 2026 · modeled

Unit economics

$240KLTVsame node #investor-model/unit-economics/ltv · 2026 · modeled
$20KCACsame node #investor-model/unit-economics/cac · 2026 · modeled
10:1LTV:CACsame node #investor-model/unit-economics/ltv-cac · 2026 · modeled
10%Churnsame node #investor-model/unit-economics/churn · 2026 · modeled

Revenue today

$0MRR todaysame ledger sweep · 2026 · direct
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Year-1 ARR — not yet measured. Node models SOM as ~$1.5-2.5M ARR by Year 5, no year-1 point. Checkout is not live and the posture is waitlist-capture, so a year-1 ARR would be a guess about a funnel that does not yet exist.

Go to market

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Where it lives: rllcity.reaveslabs.ai · North America, organizations running 10+ production agents — source: product-registry url + the SAM filter's geography and qualifying threshold
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GTM strategy: Pilot-form qualification by agent count (11-50 / 51-200 / 200+), landing in either the hosted surface or the embeddable @rll/city-sdk. Waitlist capture until checkout is live. — source: same node sam@filter (the pilot form's own agent-count field defines the qualifying segment) + intent/rll-city.intent.xml distribution (waitlist-ca…
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Why us: Network effects compound as companies adopt the XML-first architecture — the node calls this the moat. RLL runs its own fleet on it, so the product is proven on the hardest customer first. — source: domains/investment-terms.xml#portfolio ('Network effects compound as companies adopt the XML-first architecture

Right in front of us

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Right in front of us: Pilot-capture surface live with the qualifying question built into the form (11-50 / 51-200 / 200+ agents), plus the embeddable @rll/city-sdk showcased. Waitlist posture: checkout is not live, so nothing has converted. — source: products/xml/AI and Engineering Product Nodes/rll-city.xml (pilot-capture surface and the embeddable @rll/city-sdk) + intent/rll-city.intent.xml di…
● brain :18900 — checking…