CLI investor brief — machines are the economy's next buyer of compute, and CLI is the only compliant cloud they can pay. Pre-seed open.

Clouds can't sell to machines. We can.

Gartner says 90% of B2B buying runs through AI agents by 2028, $15T of spend. Every cloud on Earth still requires a human with a passport and a credit card.

Not one compliant cloud can sell to them.

KYC verifies people. An agent cannot present a passport. x402 went from zero to 100M+ transactions in three quarters because agents needed any way to pay at all.

A $487B market with an empty intersection.

Sovereign cloud hits $80B in 2026, up 35.6% in a year. 57% of enterprises name privacy as the reason their AI isn't deployed.

Private, compliant, instant, payable by agents, operated by agents.

No competitor spans more than two of those five. CoreWeave built the cloud for AI workloads. CLI built the cloud for AI customers.

Compliance attaches at deploy time. Payment settles without a human.

SOC 2 Type II validated, FedRAMP Moderate posture, NIST 800-207 enforced. Agents pay from wallets in USDC within budget caps; escrow settles the rest.

Most pre-seed decks show a roadmap. This one is in production.

cli.cloud is operational. Compliance is validated. ITSG opens a $50B+ federal pathway. The raise buys distribution.

data room →skip to the numbers ↓
$15T
B2B buying through AI agents by 2028 · Gartner
100M+
x402 agent payments in three quarters
98.6%
of agent payments settle in stablecoins
$487B
AI infrastructure spend in 2026 · IDC
The 90-second look

See the whole thesis.

The gap

Two buyers want compute.
Neither can get it.

Buyer 1 · AI agents

Agents cannot buy compute

KYC verifies people. An agent cannot present a passport or sign up for AWS. The x402 payment protocol went from zero to 100M+ transactions in three quarters because agents had no way to pay at all.

Locked out of every compliant cloud on Earth
Buyer 2 · Regulated teams

Privacy blocks their AI

57% of enterprises that have not deployed AI name data privacy as the top reason (IBM). 64% fear GenAI will leak sensitive data (Cisco 2026). Sovereign cloud spend hits $80B this year.

Locked out of shipping AI at all
The compliant side of the agent economy is empty. Akash, the largest DePIN seller, booked $253K in Q1 leases.
Market

A $487B market with an empty intersection.

Five attributes define the gap: private, compliant, instant, payable by agents, operated by agents. No competitor spans more than two. CLI spans all five.

SegmentSizeGrowthCLI position
AI infrastructure$487B+53% YoYIDC, 2026. Passes $1T by 2029. CLI serves the regulated slice.
Sovereign + federal cloud$80B + $19.6B+35.6% YoYGartner, Deltek. Zero-telemetry single tenancy is what this budget buys.
Neocloud / GPU cloud$23B3x in 2025$180B+ by 2030. CLI is the compliance-grade neocloud.
Agentic commerce$8B$1.5T by 2030Juniper. CLI is the only compliant seller an agent can pay.

Sources: IDC, Gartner (Feb 2026), Deltek GovWin, Juniper, Synergy. Bottom-up: ~2,500 funded AI teams sell into regulated buyers today; at $120-250K ACV, 100 customers is $15-25M ARR by 2027.

The empty intersection: six attributes buyers need, no competitor spans more than two, CLI spans all sixDemand is arriving faster than sellers: $15T of agent-intermediated B2B buying by 2028, one compliant cloud an agent can pay todayx402 agent payments, zero to 100M+ transactions in nine monthsAgentic commerce transaction value, $8B in 2026 to $1.5T by 2030Sovereign cloud IaaS spend, $59B in 2025 to $169B by 2028Enterprises spending five million dollars or more per year on privacy, 14% in 2024 to 38% in 2026
Business model

Three revenue streams.
One fleet.

Usage-based revenue with margins that improve as the software and marketplace mix grows.

Infrastructure compute

Bare metal billed by processing hour. The same fleet powers all three streams.

45-60%gross margin

Platform subscription

Clide and tooling on monthly billing. Software margin on top of the fleet.

65-75%gross margin

Marketplace fees

Transaction fees on services sold through the platform. Protocol fees fund buyback.

80-85%gross margin
Token

Usage locks supply. Five ways.

Every deploy, reservation, SLA, and agent account requires the token. Each mechanism is tied to platform activity, not to speculation.

Layer 01

Operator license

Operators stake CLI to run nodes. Stake size sets capacity tier and compliance class.

Layer 02

Compute futures

Users lock CLI to reserve future capacity. Reservations are tokenized and tradeable.

Layer 03

SLA collateral

Bilateral collateral on every deployment. Government-grade SLAs require 10x lockup.

Layer 04

Agent accounts

Every agent on CLI holds a CLI balance as its operating account, with budget caps.

Layer 05

Protocol buyback

Protocol fees fund continuous buyback. Supply tightens as platform usage grows.

more workloads → more lockup → tighter circulating supply → more operators
Traction

Most pre-seed decks show a roadmap.
This one is in production.

Production infrastructure

cli.cloud and app.cli.cloud are operational. Guided deployment for containerized workloads.

Live

Compliance posture

SOC 2 Type II validated. FedRAMP Moderate through Carbon Black. NIST 800-207 enforced.

Live

ITSG partnership

GSA pathway opens access to $50B+ in federal contract opportunity.

Signed

Aethir + Akash supply

Decentralized GPU supply and compute marketplace integrations live.

Signed

Pre-seed
round open.

The product is live and the partnerships are signed. The raise buys distribution.

Talk to the team View the pitch deckData room

The CLI token is a utility token used to operate the platform: staking for node licenses, reserving capacity, collateralizing SLAs, and settling agent payments. Nothing on this page is investment advice or an offer to sell securities. Token mechanics can change before mainnet. Do your own research.