Eliza PBC is the company behind elizaOS — an MIT-licensed, local-first agent OS that runs on the user's own hardware. Cloud optional, never required.
| Use of funds (~24 mo) | $ | % | What it buys |
|---|---|---|---|
| People (5 → 7) | $1.4M | 70% | Ops, BD / rollout, growth & marketing — $10k/mo each |
| Infrastructure | $0.4M | 20% | AI inference, cloud hosting, model routing |
| Formation, legal & reserve | $0.2M | 10% | DE PBC formation, counsel, buffer |
Eliza — the app — is a proactive agent that initiates: it transcribes, takes notes, schedules, reminds, triages, and closes loops, and works fully offline. elizaOS is already one of the most active open-source agent projects in the world; this round scales the commercial engine on top of it.
A large open-source community and plugin ecosystem the Company didn't have to buy — compounding, near-free go-to-market and developer trust.
Local-first, private, and ad-free — a position Big Tech can't take without breaking its own business model. On-device inference keeps free users nearly free to serve.
Eliza PBC owns the commercial product — cloud, premium tiers, apps, and hardware. Clean cap table, no legacy overhang.
| Tier | Price | What it is |
|---|---|---|
| Free | $0 | Full local experience: the Eliza app, on-device models, voice |
| Plus | $16/mo | Always-on cloud agent, sync, hosted routing |
| Pro | $100/mo | Frontier routing, expanded memory, parallel agents |
| Max | $200/mo | Dedicated persistent agent environment |
| Family | $29/mo | Up to six members, caregiver configuration |
One agent, three markets in sequence — win the home, then the office, then the enterprise.
Caregivers and adults with executive-function needs — 15M+ diagnosed US adults, ~30M caregivers — where Eliza runs as an always-on home device. Marketed in wellness terms only. This is the beachhead.
The office assistant, a new category: transcription, note-taking, meeting capture, and proactive PA work, private on-device. Knowledge workers already pay for point tools; Eliza replaces the stack. ~$20/mo anchor; 100k seats ≈ $20M+ ARR.
Enterprise intelligence: certified builds, confidential-compute deployments, and org-wide agent intelligence on the same local-first core — the foundation laid by the Alpha Compute pilot.
The B2C wedge includes an always-on home device — Eliza on dedicated silicon, private by default.
| Holder | Stake | Notes |
|---|---|---|
| Shaw Walters — Founder & CEO | 25% | 10:1 supervoting, four automatic sunsets; 6-yr vesting, 22% vested at signing |
| Nubs — Co-founder | 25% | 6-yr back-weighted vesting, 1-yr cliff |
| Shadow — Co-founder | 25% | 6-yr back-weighted vesting, 1-yr cliff |
| Evergreen pool | 20% | Options / RSAs |
| elizaOS Foundation | 5% | Non-voting |
Fully remote ops and go-to-market — ops, BD / rollout, growth & marketing — at $10k/mo each, on the founding engineering core and the open-source contributor community. Co-founders build under long-standing handles; legal names and KYC run through counsel pre-close, available under confidentiality.
Held by Shaw as documented consideration for personally assigned pre-formation assets. Behaves like capital — no vesting, no special rights — and converts alongside the seed at the next priced round.