# Ownbox HQ: public knowledge

## What Ownbox is

Source: https://ownbox.ownbox.app/agent/doc/what-ownbox-is-3bc9e6473b.md
Updated: 2026-11-11

# What Ownbox is

Gathered on 2026-10-16 from Brian's "Your business" words and the SEO Machine's approved facts on this Ownbox. Updated 2026-11-01 with the Shared AI Brain's name, and on 2026-11-11 with the Business Agent.

## What is Ownbox?

Ownbox is one central system a company owns, where its AI agents and its team do real work together. It is the Shared AI Brain: the team and its AI agents work from one company brain.

Everyone is building AI agents right now, and almost no one has built them a place to work. Ownbox is that place.

## What comes with every Ownbox?

Every Ownbox comes with seven things running from day one:

- **The Shared AI Brain.** One place for the company's files and knowledge, which the team and every AI agent work from. See "The Shared AI Brain".
- **A Business Agent.** The documents you approve into your Public folder become answers that ChatGPT, Gemini, Claude, Perplexity and any AI agent can read. See "The Business Agent".
- **Your own AI.** Ownbox runs on the Claude or ChatGPT plan you already pay for, or on a free OpenRouter account that uses free AI models. Because you own the Ownbox, the sign-in is yours, and there is no second AI bill on top.
- **Two-way connections for AI agents.** The AI you already use, like ChatGPT or Claude, can work inside your Ownbox on your own business records. Your Ownbox also reaches out to the other apps you already use, so your agents can read from them too.
- **One dashboard for your whole team.** Everyone signs in with their own login, and you decide who can use what.
- **A mobile app.** It is the same machine in your pocket, so the work is waiting for you wherever you are.
- **The Morning Review.** Every morning, one clean report shows the most important people to get back to that day, what your machines did overnight, and what needs your attention.

## Which machines can I add?

- **The Unified Inbox** brings every email and DM into one place and drafts each reply. A person approves it before anything goes out.
- **The SEO Machine** turns the questions your customers ask into answers on your own website, so AI assistants like ChatGPT find you and send you business.

## Who is Ownbox for?

- Owners and teams who are tired of being the glue that holds their tools and AI chats together.
- Companies already using AI who can feel the mess: too many tools, too many logins, and no single place where the work comes together.
- Leaders who want AI doing real work in their business, and want to stay in control of what it sees, what it sends and what it spends.
- Builders and developers who want to skip the groundwork and start on the part that is unique to their business.

## What makes Ownbox different?

- **Ownership.** The system, the code and the data belong to your company. No platform can change the rules on you, charge you per seat, or switch you off.
- **Containment.** AI agents on an Ownbox work inside it, on your records, behind a locked door. They can read and draft, but a person decides what goes out.
- **One central business database.** Everything your business knows lives in one place, on your own server. Your team and your agents work from the same information, so nobody explains the business twice and nothing gets lost in a handoff.
- **Efficiency.** One brain, one memory, and one AI bill with a ceiling, instead of a dozen tools that do not talk to each other.
- **No more silos, and no more being the glue.** You do not need another subscription. Ownbox ends the copying and pasting between chat windows, inboxes and apps that your team does today just to keep things running.

## What does Ownbox believe?

The future of work is people and AI agents side by side, in one shared place. Ownbox was built to be that place, and every company should own theirs.

## Who built Ownbox, and where is it based?

Ownbox was built by Brian MacDonald, its Founder and CEO, and is based in Newport Beach, California. Brian's page: https://www.ownbox.io/brian-macdonald

## Where can I learn more?

- The website: https://www.ownbox.io
- The Shared AI Brain: https://www.ownbox.io/company-brain
- The Business Agent: https://www.ownbox.io/business-agent
- The machines: https://www.ownbox.io/machines
- Prices: https://www.ownbox.io/#pricing

## The Business Agent

Source: https://ownbox.ownbox.app/agent/doc/the-business-agent-6976519a85.md
Updated: 2026-11-11

# The Business Agent

Every Ownbox ships with a Business Agent. It answers AI apps and AI agents about the business, from the documents the business approves. Updated 2026-11-11.

## What is a Business Agent?

A Business Agent is an AI that answers questions about one business, for that business, from what the business itself says. People and AI apps ask it about services, prices, hours and policies. It answers from the business's own documents instead of guessing from the open web.

## Does Ownbox come with a Business Agent?

Yes. Every Ownbox ships with one, at no extra cost. The documents a business approves into the Public folder of its Shared Company Brain become its Business Agent.

## Who can it answer?

ChatGPT, Gemini, Claude, Perplexity and any AI agent. The Ownbox serves what the business approved in the ways AI apps read:

- an index AI apps look for (llms.txt)
- answers in question-and-answer form
- a read-only connector (MCP) any AI agent can search

## What can it say?

Only what is in the documents the business approved. A new or changed document waits for the owner's yes before any AI can read it. Nothing else on the Ownbox is exposed.

## Does it chat with customers on my website?

Not today. It answers AI apps and AI agents, which is where customers are asking about businesses.

## How is it different from ChatGPT's Business Agent?

On November 10, 2026, OpenAI opened Businesses in ChatGPT, in beta. There, some US online businesses can build a Business Agent that answers people inside ChatGPT, on OpenAI's servers. The Business Agent in an Ownbox lives on the business's own server and answers every AI app, ChatGPT included. A business can have both. Fill ChatGPT's from the Shared Company Brain, so ChatGPT gets a copy and the business keeps the original.

## How do I connect it to my website?

Make two small changes on the website: a "For AI agents" link in the footer, and an llms.txt file. See "Connect your Ownbox to your website", or https://www.ownbox.io/connect-your-website.

## Can I see one working?

Yes. Ownbox's own Business Agent is at https://bmacbuilds.ownbox.app/kb/llms.txt. Every answer in this document comes from it.

## How do I get it?

It ships with every Ownbox.

- How it works: https://www.ownbox.io/business-agent
- The Shared Company Brain it answers from: https://www.ownbox.io/company-brain
- Plans and prices: https://www.ownbox.io/#pricing
- The website: https://www.ownbox.io

## Connect your Ownbox to your website

Source: https://ownbox.ownbox.app/agent/doc/connect-your-ownbox-to-your-website-0aa1066dae.md
Updated: 2026-11-11

# Connect your Ownbox to your website

How a business ties the answers its Ownbox publishes to its own website, so AI apps and search engines know those answers come from the business. It takes two small changes on the website. Updated 2026-11-11.

The same steps are on one page you can send to whoever manages your website: https://ownbox.io/connect-your-website

Those published answers are your Business Agent, the one every Ownbox ships with: https://www.ownbox.io/business-agent

## Where do my Ownbox's public answers live?

On your Ownbox's own address, under /kb. The documents you approve into your AI Brain's Public folder are served there, for example at https://acme-dental.ownbox.app/kb/llms.txt. Your Ownbox lets AI apps and search engines read those answers and nothing else on it.

## Why do I need to link them from my website?

Because until your website points to it, your Ownbox's address looks like a different website to an AI app or a search engine. A link from the website your customers already know is what tells them these answers are yours.

## What are the two changes on my website?

1. **A link in your footer.** Add a link labeled "For AI agents" to your Ownbox's /kb/llms.txt. The footer of ownbox.io does exactly this.
2. **An llms.txt file next to your homepage.** Put a plain text file named llms.txt in the same folder as your website's homepage file (often index.html), so it opens at https://your-website.com/llms.txt. It names your business and links to your Ownbox's answers.

Most businesses ask their web developer, or whoever manages their website, to make these two changes. A website builder that lets you add a footer link and upload a file works too.

## Is there a page I can send my web developer?

Yes: https://ownbox.io/connect-your-website. It has both changes, the footer link and the llms.txt file to copy, on one page.

## What goes in the llms.txt file?

Copy this, then put in your business's name, one sentence about it, and your own Ownbox's address:

```
# Acme Dental

> Acme Dental is a family dental office in Irvine, California.

## Answers from Acme Dental

- [Questions and answers](https://acme-dental.ownbox.app/kb/llms.txt): every answer Acme Dental has published, kept current
- [Everything in one file](https://acme-dental.ownbox.app/kb/llms-full.txt): the words of every published answer
```

If your website already has an llms.txt file, add the "Answers from" section to it.

## Do I need to do anything after that?

No. When you approve a new document into Public, your Ownbox's answers change on their own, and the links on your website keep pointing to them.

## What about my SEO Machine articles?

They already publish on your own website, under your own name, so they need no extra link.

## Is llms.txt something every AI app reads?

No. llms.txt is a proposed convention (https://llmstxt.org) that some AI apps read, and Google says its AI features need no special file. The footer link is the one every crawler follows, so make both changes.

## Will this make ChatGPT recommend my business?

Nobody can promise that. These two changes make the answers you approved easy to find, and clearly yours, when people research businesses like yours.

## Is Ownbox open source

Source: https://ownbox.ownbox.app/agent/doc/is-ownbox-open-source-5544816c53.md
Updated: 2026-11-10

# Is Ownbox open source?

Who owns what on an Ownbox, where the code is, and what you can build on it. Updated 2026-11-10. The full Ownbox Software License is at https://www.ownbox.io/license.

## Is Ownbox open source?

No. The Ownbox software is licensed to the business that buys it. It is not open source, and it is not sold. AIBM Inc., the company behind Ownbox, keeps the rights in the software and its source code.

## Is Ownbox's code on GitHub?

No. There is no public Ownbox repository on GitHub, and the license does not let anyone publish the software or its source code.

## What do I own, then?

- **Your Ownbox.** You own your Ownbox: the server it runs on, once it is in your own hosting account.
- **Your data.** Everything your business puts into your Ownbox or makes with it is yours: your AI Brain, conversations, contacts, files and settings. Ownbox claims no ownership of it.
- **A license that does not run out.** On payment you receive a perpetual license to run the software on your one Ownbox, for your own business. A server that takes its place still counts: a restore from its backup, or the copy made when you move it to your own hosting account.

## What can't I do with the software?

Without written permission from AIBM Inc., you may not:

- resell it, rent it, lend it or give it away;
- copy it anywhere but your one Ownbox and its backups;
- run it for another business, or host it as a service for anyone else;
- publish or distribute it, its source code included;
- use it to build a product or service that competes with Ownbox.

One purchase is one Ownbox.

## Does Ownbox use open-source software?

Yes. The open-source libraries, fonts and other components that come with the software keep their own licenses, which ship beside them.

## Can I build on Ownbox without its source code?

Yes, in either of two ways:

1. **Describe it in plain words.** On an Ownbox, you describe the machine you want. Your Ownbox builds it and tests it on your real data without sending anything. It installs only when you approve.
2. **Build it as a developer.** A developer starts free on their own computer, with no sign-up and no card. The guide is at https://www.ownbox.io/sdk.

## Do I keep getting updates?

The license says updates come with Ownbox Managed, and that an Ownbox outside Managed keeps running as it is.

## Is there an open-source or self-hosted unified inbox?

That question has its own article: https://www.ownbox.io/articles/is-there-a-self-hosted-or-open-source-unified-inbox

## Ownbox and the AI you already use

Source: https://ownbox.ownbox.app/agent/doc/ownbox-and-the-ai-you-already-use-35118ad3ef.md
Updated: 2026-11-09

# Ownbox and the AI you already use

How Ownbox works with ChatGPT, Claude and the other AI apps a business already uses. Gathered from ownbox.io and the facts Brian approved for the SEO Machine. Updated 2026-11-09.

## Do I still need ChatGPT or Claude if I have Ownbox?

Yes. Ownbox runs on the Claude or ChatGPT plan you already pay for, so there is no second AI bill on top. Every way to sign in an AI is listed in "How Ownbox works".

## Why not just use ChatGPT or Claude on their own?

Because a chat window starts over every time, and an Ownbox gives your AI a place to work.

- **One memory for the business.** Every AI agent reads the same Shared AI Brain, so nobody explains the business twice.
- **The real work, in one place.** With the Unified Inbox and the SEO Machine, your email, your DMs and your website's articles are on your Ownbox too, where your AI can work on them.
- **Your team.** Everyone signs in with their own login, and you decide who can use what.
- **A person decides.** Anything an AI agent wants to do waits for a person's OK, and every action is logged.
- **Work that comes to you.** Every morning, the Morning Review shows who to answer first and what happened overnight.

## Can I use my Ownbox from inside ChatGPT or Claude?

Yes. Every Ownbox has its own MCP server, locked with a token only the owner holds, so Claude, Claude Code, Codex, Gemini CLI and any agent that speaks MCP can read it and use its tools. Using your Ownbox from inside the ChatGPT app needs a ChatGPT Business account. Anything they want to change waits for your OK on Approvals.

## Does my business information go to Ownbox?

No. AI calls go to your own AI account, not to Ownbox. See "Ownbox security and privacy".

## Can I switch AI providers later?

Yes. The Shared AI Brain stays: connect the new provider, and it works from the same files.

## The company behind Ownbox

Source: https://ownbox.ownbox.app/agent/doc/the-company-behind-ownbox-33f06139f2.md
Updated: 2026-11-09

# The company behind Ownbox

Who makes Ownbox, where it is, and how to reach it. Gathered from ownbox.io. Updated 2026-11-09.

## Who makes Ownbox?

Ownbox is made and sold by AIBM Inc., a company in Newport Beach, California, and ownbox.io is its only home. It was built by Brian MacDonald, its Founder and CEO: https://www.ownbox.io/brian-macdonald

## Is Ownbox related to other products named OwnBox?

No. AIBM Inc. is not affiliated with other companies, apps or products named OwnBox. The Ownbox described here is the Shared AI Brain sold at https://www.ownbox.io

## Is Ownbox a physical box?

No. Ownbox is software deployed on its own cloud server. You use it through a web dashboard and a phone app. No physical hardware ships.

## What happens to my Ownbox if the company stops operating?

Your Ownbox keeps running. It runs on its own server, with no license check that could switch it off. Moved to your own DigitalOcean account, it keeps running with your business information on it. What comes from Ownbox would stop: software updates, the Search Console connection and the ownbox.app web address.

## How do I reach Ownbox?

Send a message at https://www.ownbox.io/contact, and Ownbox replies within one business day. To talk first, book a call with Brian: see "Getting started with Ownbox".

## Where can I read more about the company?

https://www.ownbox.io/about

## The Unified Inbox

Source: https://ownbox.ownbox.app/agent/doc/the-unified-inbox-67011c1072.md
Updated: 2026-11-09

# The Unified Inbox

The Unified Inbox puts every email and DM a business gets in one place, with AI drafts. It is part of Ownbox. Updated 2026-11-09 with the channels it covers and the ones it does not.

## What is the Unified Inbox?

The Unified Inbox is an add-on machine for Ownbox. It pulls every email and direct message a business gets into one queue and drafts a reply to each one. It runs on the business's own Ownbox, the Shared AI Brain it owns. It was called the Inbox Machine until October 2026.

## Which channels does it cover?

Gmail and other IMAP email, Instagram, Facebook Messenger and WhatsApp, all in one queue. WhatsApp needs a WhatsApp Business account.

## Does it work with Outlook or Microsoft 365?

No. Outlook and Microsoft 365 aren't supported.

## Does it answer phone calls or text messages?

No. Phone calls and SMS aren't part of the Unified Inbox.

## How does it write replies?

For each message it reads the whole thread and drafts a reply on the owner's own AI account, Claude or ChatGPT. The replies are written in the business's own voice.

## Does it send anything on its own?

Only if the owner allows it.

- **Every draft waits by default.** The owner approves it, edits it or skips it, from the dashboard or the phone.
- **Auto-replies can be switched on for Instagram and Messenger.** They are off by default, and the owner can switch them off again at any time.
- **Email always waits** for a person.

## What else does it do?

- **Search:** it searches every conversation.
- **Overnight messages:** it puts them in the Morning Review, so the owner knows who to answer first.
- **Access for AI agents:** it has its own tools on the Ownbox MCP server, so AI agents can read the inbox.
- **Phone alerts:** a reply waiting shows up on the phone's lock screen.

## Who is it for?

Businesses whose customers write by email, Instagram and Messenger, such as marketing agencies, med spas, gyms, dental groups, restaurants, wellness clinics and e-commerce brands.

## How do I get it?

For a limited time, Ownbox Core comes with the Unified Inbox or the SEO Machine free, and Ownbox Pro includes both. Plans and prices: https://www.ownbox.io/#pricing. More: https://www.ownbox.io/unified-inbox

## AI coworkers on Ownbox

Source: https://ownbox.ownbox.app/agent/doc/ai-coworkers-on-ownbox-200cd3b2c9.md
Updated: 2026-11-09

# AI coworkers on Ownbox

AI coworkers are AI agents that work shifts inside an Ownbox and report back. Gathered from ownbox.io and the Ownbox app. Updated 2026-11-09.

## What is an AI coworker?

An AI coworker is an AI agent with a job in your business that works on a schedule inside your Ownbox and always reports back. A chatbot answers questions in a window. An AI coworker does its job without being asked each time, on your own records, and nothing goes out that you haven't allowed.

## Which plan has AI coworkers?

Ownbox Pro. Plans and prices: https://www.ownbox.io/#pricing

## How do I give one a job?

You write its job in plain words, pick the days and the time it starts, and choose what it may read, such as the inbox, the website's numbers and the Morning Review. An AI you connect to your Ownbox can also suggest a coworker for you. It waits on Approvals until you say yes.

## What does it do on a shift?

It reads what its job needs, does the work and reports what it found. When it wants something done, such as a reply sent or an article written, it puts the request on Approvals for a person to say yes or no.

## Can an AI coworker act on its own?

No. Anything an AI agent wants to do on an Ownbox waits for a person's OK, and every action is logged. Agents can't delete your files.

## Which AI does an AI coworker need?

A Claude or ChatGPT account, such as a Claude Pro or Max plan or ChatGPT Plus, Pro or Business. For Claude, an Anthropic API key works too.

A free OpenRouter account runs the rest of an Ownbox, but not its coworkers. OpenRouter does not work with agents and routines. Agents need an engine that can do a long piece of work on its own: read your data, call your Ownbox's tools, check the results and keep going for many steps.

## Where can I learn more?

- AI employees on ownbox.io: https://www.ownbox.io/ai-employees
- Everything else an Ownbox includes: see "How Ownbox works".

## The Shared AI Brain

Source: https://ownbox.ownbox.app/agent/doc/the-shared-ai-brain-f73d431670.md
Updated: 2026-11-09

# The Shared AI Brain

The Shared AI Brain is the center of every Ownbox: one place that holds what a company knows, so its team and every AI agent work from the same facts. Updated 2026-11-09.

![The Shared AI Brain and its four built-in connections](https://www.ownbox.io/images/ownbox/ownbox-shared-ai-business-brain-desktop.svg)

## What is a Shared AI Brain?

A Shared AI Brain is a company brain: one place that holds what a company knows. The team and every AI agent work from the same facts there, instead of starting over in each new AI chat. On an Ownbox, it is the business's own files, read and searched by Claude, ChatGPT and other AI agents.

## What does the diagram show?

The Shared AI Brain sits in the middle and holds the business's knowledge, files and records. Four connections are built in around it, together making up the Ownbox Foundation.

**For the business's people:**

- **The Business Dashboard,** to see work and approvals.
- **The Mobile App,** to keep work moving from anywhere.

**For its AI agents:**

- **The AI Connection,** which runs on the business's own Claude or ChatGPT account, or a free OpenRouter account.
- **The Dedicated MCP Server,** for any compatible AI agent to connect to.

![The Shared AI Brain, phone view](https://www.ownbox.io/images/ownbox/ownbox-shared-ai-business-brain-mobile.svg)

## What goes in it?

- **Price lists and procedures:** how the business works, written down once.
- **Contracts and proposals,** as PDFs and Word documents. The text inside them is read too.
- **Spreadsheets:** Excel files, read sheet by sheet.
- **What the agents learn,** saved as new documents, each one with the owner's OK.

## How does it work?

1. **The team fills it.** People add files and folders from the dashboard or their phone, the way they use a drive.
2. **Every AI agent reads the same files.** Claude, ChatGPT and other compatible agents connect through the Ownbox's Dedicated MCP Server. They read inside PDFs, Word documents and Excel spreadsheets, not just the file names.
3. **Search finds the passage.** One search returns the exact passage, across the files, the inbox and the published articles.
4. **Agents add what they learn, with a person's OK.** An agent can save what it learns as a new document. Each one waits on Approvals until a person says yes.
5. **A Public folder is there when you want one.** Documents approved into it become answers that AI assistants and search engines can read. Nothing else on the Ownbox is exposed.

## Can an AI agent delete or change my files?

No. No agent can delete, move or rename a file. Agents read and search, and anything an agent saves waits for a person's OK. A file a person deletes waits 30 days before it is gone.

## How is it different from a shared drive or a company wiki?

A drive or a wiki is built for people to open and read. The Shared AI Brain is built for both: the team uses it like a drive, and AI agents connect to it directly, read inside the files and find the passage they need.

## Do I have to move out of Google Drive, Dropbox, my CRM or accounting software?

No. Keep those tools and their files or records in place. The Shared AI Brain is for selected current knowledge: your direction, priorities, decisions and important updates, the things people and connected AI agents need to work together. It is not a replacement for file storage or a full operational archive.

## Who owns it?

The business does. The Shared AI Brain lives on the business's own Ownbox, a server of its own that no other company shares.

- **Export:** everything on it exports in full, any day.
- **Moving:** the whole Ownbox can move to the owner's own account, after a short setup call.
- **Switching AI providers:** the brain stays. Connect the new provider, and it works from the same files.

## Is it real?

Yes. Ownbox's own business runs on one. Brian MacDonald, who built Ownbox, keeps:

- his business plan in his own Shared AI Brain
- these public documents in its Public folder

AI agents read them from there. See "Ownbox runs on Ownbox".

## What does it cost?

It comes with every Ownbox. Prices: https://www.ownbox.io/#pricing

## Where can I learn more?

- **The Shared AI Brain on ownbox.io:** https://www.ownbox.io/company-brain
- **How to build a shared business brain for your employees and AI agents,** by Brian MacDonald: https://brian-macdonald.com/guides/how-to-build-a-shared-business-brain

## changelog

Source: https://ownbox.ownbox.app/agent/doc/changelog-50fc89805e.md
Updated: 2026-11-03

# Investor room change log
**Version:** 1.1 | **Initial date:** 2026-10-29 | **Last reviewed:** 2026-11-02

## November 2, 2026 — corrections
- **Investor one-pager (PDF).** Previous: "The business owns its code and data". New: "The business owns its data, holds a perpetual license to the software". The software remains AIBM Inc.'s and is licensed perpetually to each customer (https://www.ownbox.io/license). The one-pager is now published once, at https://www.ownbox.io/deck-1.pdf, and `downloads/Ownbox_Investor_One_Pager_Oct_2026.pdf` is retired from this room.
- **investment-terms.md, Supplemental rights.** Previous: a description of MFN and pro rata language in an earlier one-pager. New: "No MFN or pro rata rights are automatically granted by the proposed cap-only SAFE. Any additional rights would require a separately approved and executed side letter."
- **legal.md.** Previous: "Ownbox is preparing to solicit accredited investors". New: "Ownbox is soliciting accredited investors", as the first investor emails went out on November 2, 2026. The notice on https://www.ownbox.io/raise says the same.
- **Workbooks.** `Ownbox_Investor_Financial_Summary.xlsx` and `Ownbox_SAFE_Dilution_Calculator.xlsx` replaced with current versions; the forecast figures and SAFE terms are unchanged.
- Approved by Brian MacDonald, founder.

## November 1, 2026 — product name
- The product is named the Shared AI Brain, previously the Shared AI Business Brain, in the overview, product, business model and one-pager documents. No figures changed.

## October 29, 2026 — initial publication
- Built two-entry investor experience for humans and their AI agents.
- Proposed $1M raise with three post-money SAFE cap tranches: $400K @ $11M, $350K @ $13M, $250K @ $15M.
- Replaced superseded October one-pager assumptions ($1,899 Pro; $8M/$10M/$12M caps; $1.76M/$7.99M/$26.54M cash forecast) with current $1,599 Pro and management v6 cash forecasts ($1.64M/$7.39M/$23.64M).
- Added downside scenario, risks, lack-of-verified-traction disclosure, source register and explicit non-GAAP cash accounting explanation.
- Added machine-readable CSV and independently downloadable investor workbooks.

## Next updates (not yet completed)
- Executed financing terms, if and when finalized.
- Founder recording URL and published page link verification.
- Verified commercial traction with periods and evidence.
- Reconciled accrual accounting and signed-off operating expense budgets.

**Rule:** each future material change must carry a date, affected filenames, previous versus new values and reviewer approval. Prior versions should be archived internally for a reproducible diligence trail.

## legal

Source: https://ownbox.ownbox.app/agent/doc/legal-10aba1aa7c.md
Updated: 2026-11-03

# Ownbox | Proposed Rule 506(c) public offering notice
**Issuer:** AIBM Inc. (Ownbox) | **Updated:** 2026-11-02

Ownbox is soliciting accredited investors in a private securities offering intended to rely on Rule 506(c) of Regulation D under the U.S. Securities Act of 1933. General solicitation may be permitted under that exemption, subject to compliance with all applicable conditions.

**Only verified accredited investors may purchase securities.** Before accepting an investment, the issuer must take reasonable steps to verify accredited-investor status and complete other applicable compliance procedures. Viewing, downloading, clicking an acknowledgment, or directing an AI agent to read this public material **does not establish accredited status** and does not satisfy verification requirements.

All terms shown here are proposed and may change. Any offer, acceptance, and investment are subject to the final, applicable offering documents and acceptance by the issuer. The securities are restricted, speculative, illiquid, subject to dilution and may result in a total loss. No performance, financing outcome, exit, appreciation or return is guaranteed. Financial projections are based on management assumptions and are not audited or actual results. Information may be revised; investors should rely on current definitive documents and undertake independent due diligence.

This website does not offer personalized investment, legal or tax advice. The investor room can be read by software agents, but its content must not be construed as a recommendation to buy, and agent-generated summaries may be inaccurate. Third parties may not act as compensated securities solicitors without applicable legal authority and compliance review.

Contact: brian@ownbox.io  
Investor conversation: https://cal.com/brianmacdonald/30min

Official sources:  
- SEC general solicitation / Rule 506(c): https://www.sec.gov/resources-small-businesses/exempt-offerings/general-solicitation-rule-506c  
- SEC accredited verification: https://www.sec.gov/resources-small-businesses/capital-raising-building-blocks/assessing-accredited-investors-under-regulation-d  
- SEC Form D: https://www.sec.gov/resources-small-businesses/capital-raising-building-blocks/what-form-d

## investment-terms

Source: https://ownbox.ownbox.app/agent/doc/investment-terms-c3dcd12e77.md
Updated: 2026-11-03

# Proposed $1M SAFE offering — investment terms
**Issuer:** AIBM Inc. (Ownbox) | **Updated:** 2026-11-02 | **Status:** Proposed, not signed; definitive documentation controls

## Term summary
- Instrument under consideration: YC-style post-money SAFE, valuation cap only, no discount.
- Total target raise: **$1,000,000**.
- Proposed minimum check: **$50,000**, subject to issuer acceptance and compliance.
- Illustrative tranches below are offered in sequence subject to availability, issuer discretion and final agreement. They are **not** a guarantee of allocation, timing or investment acceptance.

| Tranche | Target receipts | Post-money SAFE valuation cap | Illustrative cap-based ownership |
| --- | ---: | ---: | ---: |
| First | $400,000 | $11,000,000 | 3.6364% |
| Second | $350,000 | $13,000,000 | 2.6923% |
| Final | $250,000 | $15,000,000 | 1.6667% |
| **Total** | **$1,000,000** | Multiple caps | **7.9953% (~8.00%)** |

Formula for this **illustration only**: investment amount divided by that instrument's post-money valuation cap. The combined effective blended cap based on total implied cap-based ownership is approximately **$12,507,289**. This is a mathematical equivalent, not an independently established valuation of Ownbox.

## What it does not mean
The valuation cap is not a priced equity round, company appraisal, guarantee of share quantity, enterprise value, or prediction of future returns. A future financing at a low valuation can change conversion economics. A later priced round and other equity issuances can dilute shareholders. A SAFE is generally not current equity ownership.

## Supplemental rights
No MFN or pro rata rights are automatically granted by the proposed cap-only SAFE. Any additional rights would require a separately approved and executed side letter.

## How to discuss participation
Schedule an investor call: https://cal.com/brianmacdonald/30min. No funds or commitments are requested through this public knowledge base. All purchasers must be verified as accredited under Rule 506(c), and the issuer must accept the investment under final documents.

## Primary references
- YC SAFE documentation: https://www.ycombinator.com/safe
- SEC Rule 506(c): https://www.sec.gov/resources-small-businesses/exempt-offerings/general-solicitation-rule-506c
- [Legal and risk notice](https://bmacbuilds.ownbox.app/kb/public/raise/legal.md)

## Ownbox_Investor_Financial_Summary

Source: https://ownbox.ownbox.app/agent/doc/ownbox-investor-financial-summary-1abdca6aac.md
Updated: 2026-11-02

Sheet: Start Here
OWNBOX / PUBLIC INVESTOR FINANCIAL SUMMARY
Updated 29 October 2026 | Management cash-based forecast | Nov 2026 - Oct 2029
FORECAST TYPE | Cash operating model; NOT GAAP revenue or audited statements
CASH CUSTOMER COLLECTIONS | Year 1 $1.64M | Year 2 $7.39M | Year 3 $23.64M
OPERATING CASH FLOW | Year 1 -$0.11M | Year 2 $1.19M | Year 3 $5.46M
FORECAST ENTERPRISE WINS | Year 1: 8 | Year 2: 42 | Year 3: 75 (targets only)
REVENUE EVIDENCE | This workbook contains management forecasts, not verified paid-customer counts.
SCENARIO TESTS | Downside, base, upside imported from v6 scenario engine; non-dynamic in this extract.
SOURCE MODEL | Ownbox_Three_Year_Pro_Forma_v6_Oct_2026.xlsx, supplied by founder
CALCULATION | Monthly row cash flow = collections - all modeled cash expenses. Annual rollups calculated from monthly.
FINANCING | Assumed $1M SAFE receipts in the first three modeled months; not committed/cash received.
KNOWN GAPS | No GAAP deferred revenue, complete taxes, working capital or independently verified customer acquisition.
EDITABILITY | Underlying imported monthly values are a snapshot; re-run source v6 model to change assumptions.
OPERATING BUDGET | Modeled $960K/$2.16M/$6.7M fixed opex not backed by an approved line-item budget.
SOURCE DATE | 29 October 2026
Sheet: Annual Summary
36-MONTH CASH OPERATING SUMMARY
Base case; source is the modeled 36 months. Years are November–October and cash collections ≠ recognized revenue.
Columns: Metric (USD unless stated) | Year 1: 2026–27 | Year 2: 2027–28 | Year 3: 2028–29 | 36-month total
Metric (USD unless stated): One-time setup cash | Year 1: 2026–27: 1359656 | Year 2: 2027–28: 5055057 | Year 3: 2028–29: 15028440 | 36-month total: 21443153
Metric (USD unless stated): Managed and enterprise monthly cash | Year 1: 2026–27: 284648.470376 | Year 2: 2027–28: 2339827.458693 | Year 3: 2028–29: 8607339.955734 | 36-month total: 11231815.884802
Metric (USD unless stated): TOTAL CUSTOMER COLLECTIONS | Year 1: 2026–27: 1644304.470376 | Year 2: 2027–28: 7394884.458693 | Year 3: 2028–29: 23635779.955734 | 36-month total: 32674968.884802
Metric (USD unless stated): Partner commissions | Year 1: 2026–27: 429963.16366 | Year 2: 2027–28: 1746838.87386 | Year 3: 2028–29: 5483302.292198 | 36-month total: 7660104.329718
Metric (USD unless stated): Hosting and backups | Year 1: 2026–27: 63324.777073 | Year 2: 2027–28: 441887.078702 | Year 3: 2028–29: 1502826.967275 | 36-month total: 2008038.823049
Metric (USD unless stated): Processing and payment fees | Year 1: 2026–27: 49329.134111 | Year 2: 2027–28: 221846.533761 | Year 3: 2028–29: 709073.398672 | 36-month total: 980249.066544
Metric (USD unless stated): Direct customer acquisition | Year 1: 2026–27: 51480.0 | Year 2: 2027–28: 186435 | Year 3: 2028–29: 574200.0 | 36-month total: 812115.0
Metric (USD unless stated): Enterprise customer acquisition | Year 1: 2026–27: 20000 | Year 2: 2027–28: 105000 | Year 3: 2028–29: 187500 | 36-month total: 312500
Metric (USD unless stated): Fixed operating budget | Year 1: 2026–27: 960000 | Year 2: 2027–28: 2160000 | Year 3: 2028–29: 6700000 | 36-month total: 9820000
Metric (USD unless stated): Internal sales payroll | Year 1: 2026–27: 125000 | Year 2: 2027–28: 1066666.666667 | Year 3: 2028–29: 2331250 | 36-month total: 3522916.666667
Metric (USD unless stated): Internal sales commissions | Year 1: 2026–27: 22297.180291 | Year 2: 2027–28: 95467.121455 | Year 3: 2028–29: 260685.136293 | 36-month total: 378449.438039
Metric (USD unless stated): Enterprise onboarding labor | Year 1: 2026–27: 20000 | Year 2: 2027–28: 105000 | Year 3: 2028–29: 187500 | 36-month total: 312500
Metric (USD unless stated): Enterprise service labor | Year 1: 2026–27: 2872.174302 | Year 2: 2027–28: 33371.268185 | Year 3: 2028–29: 100218.054312 | 36-month total: 136461.496798
Metric (USD unless stated): Refunds and chargebacks | Year 1: 2026–27: 12796.56 | Year 2: 2027–28: 46350.57 | Year 3: 2028–29: 142784.4 | 36-month total: 201931.53
Metric (USD unless stated): TOTAL OPERATING CASH OUTLAY | Year 1: 2026–27: 1757062.989436 | Year 2: 2027–28: 6208863.112629 | Year 3: 2028–29: 18179340.248751 | 36-month total: 26145266.350816
Metric (USD unless stated): OPERATING CASH FLOW | Year 1: 2026–27: -112758.519061 | Year 2: 2027–28: 1186021.346064 | Year 3: 2028–29: 5456439.706983 | 36-month total: 6529702.533987
Metric (USD unless stated): SAFE financing cash (not revenue) | Year 1: 2026–27: 1000000 | Year 2: 2027–28: 0 | Year 3: 2028–29: 0 | 36-month total: 1000000
Metric (USD unless stated): NET CASH MOVEMENT incl financing | Year 1: 2026–27: 887241.480939 | Year 2: 2027–28: 1186021.346064 | Year 3: 2028–29: 5456439.706983 | 36-month total: 7529702.533987
Metric (USD unless stated): ENDING CASH BALANCE | Year 1: 2026–27: 887241.480939 | Year 2: 2027–28: 2073262.827004 | Year 3: 2028–29: 7529702.533987 | 36-month total: 7529702.533987
Metric (USD unless stated): New Core customers | Year 1: 2026–27: 687 | Year 2: 2027–28: 2487 | Year 3: 2028–29: 7656 | 36-month total: 10830
Metric (USD unless stated): New Pro customers | Year 1: 2026–27: 457 | Year 2: 2027–28: 1656 | Year 3: 2028–29: 5104 | 36-month total: 7217
Metric (USD unless stated): New enterprise contracts | Year 1: 2026–27: 8 | Year 2: 2027–28: 42 | Year 3: 2028–29: 75 | 36-month total: 125
Sheet: 36 Month Cash
36 MONTH OPERATING CASH DETAIL
Imported monthly assumptions from founder v6 cached model. Derived totals are Excel formulas. This is not an editable customer-growth engine.
Columns: Month # | Period | FY | New Core | New Pro | New Enterprise | One-time setup receipts ($) | Managed + ent monthly receipts ($) | Customer collections ($) | Partner commissions ($) | Hosting & backup ($) | Payment processing ($) | Direct acquisition ($) | Enterprise acquisition ($) | Fixed operating expense ($) | Internal sales payroll ($) | Internal sales commissions ($) | Enterprise onboarding labor ($) | Enterprise service labor ($) | Refunds & chargebacks ($) | Total operating outflow ($) | Operating cash flow ($) | SAFE cash financing ($) | Ending cash incl SAFE ($)
Month #: 1 | Period: 2026-11-01 | FY: 1 | New Core: 27 | New Pro: 18 | New Enterprise: 0 | One-time setup receipts ($): 50355 | Managed + ent monthly receipts ($): 0 | Customer collections ($): 50355 | Partner commissions ($): 14099.4 | Hosting & backup ($): 0 | Payment processing ($): 1510.65 | Direct acquisition ($): 2025 | Enterprise acquisition ($): 0 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 0 | Internal sales commissions ($): 654.615 | Enterprise onboarding labor ($): 0 | Enterprise service labor ($): 0 | Refunds & chargebacks ($): 503.55 | Total operating outflow ($): 98793.215 | Operating cash flow ($): -48438.215 | SAFE cash financing ($): 400000 | Ending cash incl SAFE ($): 351561.785
Month #: 2 | Period: 2026-12-01 | FY: 1 | New Core: 31 | New Pro: 21 | New Enterprise: 0 | One-time setup receipts ($): 58348 | Managed + ent monthly receipts ($): 0 | Customer collections ($): 58348 | Partner commissions ($): 16337.44 | Hosting & backup ($): 638.28 | Payment processing ($): 1750.44 | Direct acquisition ($): 2340 | Enterprise acquisition ($): 0 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 0 | Internal sales commissions ($): 758.524 | Enterprise onboarding labor ($): 0 | Enterprise service labor ($): 0 | Refunds & chargebacks ($): 583.48 | Total operating outflow ($): 102408.164 | Operating cash flow ($): -44060.164 | SAFE cash financing ($): 350000 | Ending cash incl SAFE ($): 657501.621
Month #: 3 | Period: 2027-01-01 | FY: 1 | New Core: 35 | New Pro: 23 | New Enterprise: 0 | One-time setup receipts ($): 64742 | Managed + ent monthly receipts ($): 0 | Customer collections ($): 64742 | Partner commissions ($): 18127.76 | Hosting & backup ($): 1367.4558 | Payment processing ($): 1942.26 | Direct acquisition ($): 2610 | Enterprise acquisition ($): 0 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 0 | Internal sales commissions ($): 841.646 | Enterprise onboarding labor ($): 0 | Enterprise service labor ($): 0 | Refunds & chargebacks ($): 647.42 | Total operating outflow ($): 105536.5418 | Operating cash flow ($): -40794.5418 | SAFE cash financing ($): 250000 | Ending cash incl SAFE ($): 866707.0792
Month #: 4 | Period: 2027-02-01 | FY: 1 | New Core: 39 | New Pro: 26 | New Enterprise: 0 | One-time setup receipts ($): 72735 | Managed + ent monthly receipts ($): 4184.40821 | Customer collections ($): 76919.40821 | Partner commissions ($): 21537.434299 | Hosting & backup ($): 1982.651399 | Payment processing ($): 2307.582246 | Direct acquisition ($): 2925 | Enterprise acquisition ($): 0 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 0 | Internal sales commissions ($): 945.555 | Enterprise onboarding labor ($): 0 | Enterprise service labor ($): 0 | Refunds & chargebacks ($): 727.35 | Total operating outflow ($): 110425.572944 | Operating cash flow ($): -33506.164734 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 833200.914466
Month #: 5 | Period: 2027-03-01 | FY: 1 | New Core: 44 | New Pro: 29 | New Enterprise: 0 | One-time setup receipts ($): 81527 | Managed + ent monthly receipts ($): 8929.121223 | Customer collections ($): 90456.121223 | Partner commissions ($): 25327.713942 | Hosting & backup ($): 2655.57561 | Payment processing ($): 2713.683637 | Direct acquisition ($): 3285 | Enterprise acquisition ($): 0 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 0 | Internal sales commissions ($): 1059.851 | Enterprise onboarding labor ($): 0 | Enterprise service labor ($): 0 | Refunds & chargebacks ($): 815.27 | Total operating outflow ($): 115857.094189 | Operating cash flow ($): -25400.972966 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 807799.9415
Month #: 6 | Period: 2027-04-01 | FY: 1 | New Core: 49 | New Pro: 33 | New Enterprise: 1 | One-time setup receipts ($): 101918 | Managed + ent monthly receipts ($): 15087.090406 | Customer collections ($): 117005.090406 | Partner commissions ($): 29681.425314 | Hosting & backup ($): 3801.777123 | Payment processing ($): 3510.152712 | Direct acquisition ($): 3690.0 | Enterprise acquisition ($): 2500 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 0 | Internal sales commissions ($): 1824.934 | Enterprise onboarding labor ($): 2500 | Enterprise service labor ($): 100 | Refunds & chargebacks ($): 919.18 | Total operating outflow ($): 128527.469149 | Operating cash flow ($): -11522.378743 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 796277.562757
Month #: 7 | Period: 2027-05-01 | FY: 1 | New Core: 56 | New Pro: 37 | New Enterprise: 1 | One-time setup receipts ($): 113907 | Managed + ent monthly receipts ($): 21776.171402 | Customer collections ($): 135683.171402 | Partner commissions ($): 34632.687992 | Hosting & backup ($): 5030.292818 | Payment processing ($): 4070.495142 | Direct acquisition ($): 4185.0 | Enterprise acquisition ($): 2500 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 0 | Internal sales commissions ($): 2010.641 | Enterprise onboarding labor ($): 2500 | Enterprise service labor ($): 199.5 | Refunds & chargebacks ($): 1039.07 | Total operating outflow ($): 136167.686952 | Operating cash flow ($): -484.515551 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 795793.047206
Month #: 8 | Period: 2027-06-01 | FY: 1 | New Core: 63 | New Pro: 42 | New Enterprise: 1 | One-time setup receipts ($): 127495 | Managed + ent monthly receipts ($): 29049.294875 | Customer collections ($): 156544.294875 | Partner commissions ($): 40196.595565 | Hosting & backup ($): 6359.526391 | Payment processing ($): 4696.328846 | Direct acquisition ($): 4725.0 | Enterprise acquisition ($): 2500 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 0 | Internal sales commissions ($): 2216.98575 | Enterprise onboarding labor ($): 2500 | Enterprise service labor ($): 298.5025 | Refunds & chargebacks ($): 1174.95 | Total operating outflow ($): 144667.889052 | Operating cash flow ($): 11876.405823 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 807669.453029
Month #: 9 | Period: 2027-07-01 | FY: 1 | New Core: 71 | New Pro: 47 | New Enterprise: 1 | One-time setup receipts ($): 141882 | Managed + ent monthly receipts ($): 37024.973673 | Customer collections ($): 178906.973673 | Partner commissions ($): 46182.324664 | Hosting & backup ($): 7799.90975 | Payment processing ($): 5367.20921 | Direct acquisition ($): 5310.0 | Enterprise acquisition ($): 2500 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 31250 | Internal sales commissions ($): 2433.568996 | Enterprise onboarding labor ($): 2500 | Enterprise service labor ($): 397.009988 | Refunds & chargebacks ($): 1318.82 | Total operating outflow ($): 185058.842607 | Operating cash flow ($): -6151.868934 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 801517.584095
Month #: 10 | Period: 2027-08-01 | FY: 1 | New Core: 80 | New Pro: 53 | New Enterprise: 1 | One-time setup receipts ($): 158667 | Managed + ent monthly receipts ($): 45818.107125 | Customer collections ($): 204485.107125 | Partner commissions ($): 53069.76017 | Hosting & backup ($): 9353.984683 | Payment processing ($): 6134.553214 | Direct acquisition ($): 5985.0 | Enterprise acquisition ($): 2500 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 31250 | Internal sales commissions ($): 2681.178481 | Enterprise onboarding labor ($): 2500 | Enterprise service labor ($): 495.024938 | Refunds & chargebacks ($): 1486.67 | Total operating outflow ($): 195456.171486 | Operating cash flow ($): 9028.935639 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 810546.519734
Month #: 11 | Period: 2027-09-01 | FY: 1 | New Core: 90 | New Pro: 60 | New Enterprise: 1 | One-time setup receipts ($): 177850 | Managed + ent monthly receipts ($): 55541.40877 | Customer collections ($): 233391.40877 | Partner commissions ($): 60890.454979 | Hosting & backup ($): 11043.56467 | Payment processing ($): 7001.742263 | Direct acquisition ($): 6750.0 | Enterprise acquisition ($): 2500 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 31250 | Internal sales commissions ($): 2959.814944 | Enterprise onboarding labor ($): 2500 | Enterprise service labor ($): 592.549813 | Refunds & chargebacks ($): 1678.5 | Total operating outflow ($): 207166.62667 | Operating cash flow ($): 26224.7821 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 836771.301834
Month #: 12 | Period: 2027-10-01 | FY: 1 | New Core: 102 | New Pro: 68 | New Enterprise: 2 | One-time setup receipts ($): 210230 | Managed + ent monthly receipts ($): 67237.894692 | Customer collections ($): 277467.894692 | Partner commissions ($): 69880.166735 | Hosting & backup ($): 13291.758828 | Payment processing ($): 8324.036841 | Direct acquisition ($): 7650.0 | Enterprise acquisition ($): 5000 | Fixed operating expense ($): 80000 | Internal sales payroll ($): 31250 | Internal sales commissions ($): 3909.866119 | Enterprise onboarding labor ($): 5000 | Enterprise service labor ($): 789.587064 | Refunds & chargebacks ($): 1902.3 | Total operating outflow ($): 226997.715587 | Operating cash flow ($): 50470.179105 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 887241.480939
Month #: 13 | Period: 2027-11-01 | FY: 2 | New Core: 113 | New Pro: 75 | New Enterprise: 2 | One-time setup receipts ($): 230212 | Managed + ent monthly receipts ($): 80077.637571 | Customer collections ($): 310289.637571 | Partner commissions ($): 77587.11963 | Hosting & backup ($): 15725.933602 | Payment processing ($): 9308.689127 | Direct acquisition ($): 8460 | Enterprise acquisition ($): 5000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 75000 | Internal sales commissions ($): 4228.447739 | Enterprise onboarding labor ($): 5000 | Enterprise service labor ($): 985.639128 | Refunds & chargebacks ($): 2102.12 | Total operating outflow ($): 383397.949226 | Operating cash flow ($): -73108.311656 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 814133.169284
Month #: 14 | Period: 2027-12-01 | FY: 2 | New Core: 125 | New Pro: 83 | New Enterprise: 2 | One-time setup receipts ($): 252592 | Managed + ent monthly receipts ($): 94231.385011 | Customer collections ($): 346823.385011 | Partner commissions ($): 86211.087779 | Hosting & backup ($): 18303.932301 | Payment processing ($): 10404.70155 | Direct acquisition ($): 9360 | Enterprise acquisition ($): 5000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 75000 | Internal sales commissions ($): 4577.90928 | Enterprise onboarding labor ($): 5000 | Enterprise service labor ($): 1180.710933 | Refunds & chargebacks ($): 2325.92 | Total operating outflow ($): 397364.261843 | Operating cash flow ($): -50540.876832 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 763592.292452
Month #: 15 | Period: 2028-01-01 | FY: 2 | New Core: 138 | New Pro: 92 | New Enterprise: 2 | One-time setup receipts ($): 277370 | Managed + ent monthly receipts ($): 109931.870563 | Customer collections ($): 387301.870563 | Partner commissions ($): 95850.05217 | Hosting & backup ($): 21039.72192 | Payment processing ($): 11619.056117 | Direct acquisition ($): 10350 | Enterprise acquisition ($): 5000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 91666.666667 | Internal sales commissions ($): 4958.252213 | Enterprise onboarding labor ($): 5000 | Enterprise service labor ($): 1374.807378 | Refunds & chargebacks ($): 2573.7 | Total operating outflow ($): 429432.256465 | Operating cash flow ($): -42130.385902 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 721461.906549
Month #: 16 | Period: 2028-02-01 | FY: 2 | New Core: 152 | New Pro: 101 | New Enterprise: 4 | One-time setup receipts ($): 322947 | Managed + ent monthly receipts ($): 128941.111074 | Customer collections ($): 451888.111074 | Partner commissions ($): 105962.21575 | Hosting & backup ($): 24767.459322 | Payment processing ($): 13556.643332 | Direct acquisition ($): 11385 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 91666.666667 | Internal sales commissions ($): 6608.691002 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 1767.933341 | Refunds & chargebacks ($): 2829.47 | Total operating outflow ($): 458544.079414 | Operating cash flow ($): -6655.96834 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 714805.938209
Month #: 17 | Period: 2028-03-01 | FY: 2 | New Core: 168 | New Pro: 112 | New Enterprise: 4 | One-time setup receipts ($): 353320 | Managed + ent monthly receipts ($): 149415.744445 | Customer collections ($): 502735.744445 | Partner commissions ($): 117701.572099 | Hosting & backup ($): 28682.094272 | Payment processing ($): 15082.072333 | Direct acquisition ($): 12600 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 91666.666667 | Internal sales commissions ($): 7120.888102 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 2159.093675 | Refunds & chargebacks ($): 3133.2 | Total operating outflow ($): 478145.587147 | Operating cash flow ($): 24590.157297 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 739396.095507
Month #: 18 | Period: 2028-04-01 | FY: 2 | New Core: 186 | New Pro: 124 | New Enterprise: 4 | One-time setup receipts ($): 386890 | Managed + ent monthly receipts ($): 171518.318586 | Customer collections ($): 558408.318586 | Partner commissions ($): 130639.434101 | Hosting & backup ($): 32829.728379 | Payment processing ($): 16752.249558 | Direct acquisition ($): 13950 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 91666.666667 | Internal sales commissions ($): 7674.059462 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 2548.298206 | Refunds & chargebacks ($): 3468.9 | Total operating outflow ($): 499529.336372 | Operating cash flow ($): 58878.982213 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 798275.07772
Month #: 19 | Period: 2028-05-01 | FY: 2 | New Core: 206 | New Pro: 137 | New Enterprise: 4 | One-time setup receipts ($): 423657 | Managed + ent monthly receipts ($): 195274.218985 | Customer collections ($): 618931.218985 | Partner commissions ($): 144757.236009 | Hosting & backup ($): 37243.042721 | Payment processing ($): 18567.93657 | Direct acquisition ($): 15435 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 91666.666667 | Internal sales commissions ($): 8268.208015 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 2935.556715 | Refunds & chargebacks ($): 3836.57 | Total operating outflow ($): 522710.216697 | Operating cash flow ($): 96221.002289 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 894496.080009
Month #: 20 | Period: 2028-06-01 | FY: 2 | New Core: 227 | New Pro: 151 | New Enterprise: 4 | One-time setup receipts ($): 462822 | Managed + ent monthly receipts ($): 221040.680403 | Customer collections ($): 683862.680403 | Partner commissions ($): 159906.097967 | Hosting & backup ($): 41940.429439 | Payment processing ($): 20515.880412 | Direct acquisition ($): 17010 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 91666.666667 | Internal sales commissions ($): 8892.949679 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 3320.878932 | Refunds & chargebacks ($): 4228.22 | Total operating outflow ($): 547481.123096 | Operating cash flow ($): 136381.557307 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 1030877.637316
Month #: 21 | Period: 2028-07-01 | FY: 2 | New Core: 251 | New Pro: 167 | New Enterprise: 4 | One-time setup receipts ($): 507582 | Managed + ent monthly receipts ($): 249032.937188 | Customer collections ($): 756614.937188 | Partner commissions ($): 177031.820406 | Hosting & backup ($): 46932.993006 | Payment processing ($): 22698.448116 | Direct acquisition ($): 18810 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 91666.666667 | Internal sales commissions ($): 9589.848361 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 3704.274537 | Refunds & chargebacks ($): 4675.82 | Total operating outflow ($): 575109.871093 | Operating cash flow ($): 181505.066095 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 1212382.703411
Month #: 22 | Period: 2028-08-01 | FY: 2 | New Core: 277 | New Pro: 185 | New Enterprise: 4 | One-time setup receipts ($): 557138 | Managed + ent monthly receipts ($): 279460.877037 | Customer collections ($): 836598.877037 | Partner commissions ($): 195930.344532 | Hosting & backup ($): 52272.816293 | Payment processing ($): 25097.966311 | Direct acquisition ($): 20790 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 91666.666667 | Internal sales commissions ($): 10348.519949 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 4085.753164 | Refunds & chargebacks ($): 5171.38 | Total operating outflow ($): 605363.446916 | Operating cash flow ($): 231235.430121 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 1443618.133532
Month #: 23 | Period: 2028-09-01 | FY: 2 | New Core: 306 | New Pro: 204 | New Enterprise: 4 | One-time setup receipts ($): 610690 | Managed + ent monthly receipts ($): 312462.945808 | Customer collections ($): 923152.945808 | Partner commissions ($): 216378.299118 | Hosting & backup ($): 58002.601904 | Payment processing ($): 27694.588374 | Direct acquisition ($): 22950 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 91666.666667 | Internal sales commissions ($): 11158.56732 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 4465.324398 | Refunds & chargebacks ($): 5706.9 | Total operating outflow ($): 638022.947781 | Operating cash flow ($): 285129.998027 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 1728748.131559
Month #: 24 | Period: 2028-10-01 | FY: 2 | New Core: 338 | New Pro: 225 | New Enterprise: 4 | One-time setup receipts ($): 669837 | Managed + ent monthly receipts ($): 348439.732024 | Customer collections ($): 1018276.732024 | Partner commissions ($): 238883.5943 | Hosting & backup ($): 64146.325542 | Payment processing ($): 30548.301961 | Direct acquisition ($): 25335 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 180000 | Internal sales payroll ($): 91666.666667 | Internal sales commissions ($): 12040.780333 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 4842.997776 | Refunds & chargebacks ($): 6298.37 | Total operating outflow ($): 673762.036579 | Operating cash flow ($): 344514.695445 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 2073262.827004
Month #: 25 | Period: 2028-11-01 | FY: 3 | New Core: 370 | New Pro: 247 | New Enterprise: 4 | One-time setup receipts ($): 730583 | Managed + ent monthly receipts ($): 387715.643434 | Customer collections ($): 1118298.643434 | Partner commissions ($): 262471.299453 | Hosting & backup ($): 70748.365392 | Payment processing ($): 33548.959303 | Direct acquisition ($): 27765 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 12943.213836 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 5218.782788 | Refunds & chargebacks ($): 6905.83 | Total operating outflow ($): 1192205.617439 | Operating cash flow ($): -73906.974005 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 1999355.852999
Month #: 26 | Period: 2028-12-01 | FY: 3 | New Core: 405 | New Pro: 270 | New Enterprise: 4 | One-time setup receipts ($): 795325 | Managed + ent monthly receipts ($): 430540.131126 | Customer collections ($): 1225865.131126 | Partner commissions ($): 287845.202563 | Hosting & backup ($): 77800.645104 | Payment processing ($): 36775.953934 | Direct acquisition ($): 30375 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 13897.031662 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 5592.688874 | Refunds & chargebacks ($): 7553.25 | Total operating outflow ($): 1232443.938804 | Operating cash flow ($): -6578.807678 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 1992777.045321
Month #: 27 | Period: 2029-01-01 | FY: 3 | New Core: 443 | New Pro: 295 | New Enterprise: 4 | One-time setup receipts ($): 865662 | Managed + ent monthly receipts ($): 477289.574256 | Customer collections ($): 1342951.574256 | Partner commissions ($): 315522.115825 | Hosting & backup ($): 85325.237247 | Payment processing ($): 40288.547228 | Direct acquisition ($): 33210.0 | Enterprise acquisition ($): 10000 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 14923.023629 | Enterprise onboarding labor ($): 10000 | Enterprise service labor ($): 5964.725429 | Refunds & chargebacks ($): 8256.62 | Total operating outflow ($): 1276094.436025 | Operating cash flow ($): 66857.138231 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 2059634.183552
Month #: 28 | Period: 2029-02-01 | FY: 3 | New Core: 485 | New Pro: 323 | New Enterprise: 7 | One-time setup receipts ($): 973992 | Managed + ent monthly receipts ($): 530999.191639 | Customer collections ($): 1504991.191639 | Partner commissions ($): 346177.668732 | Hosting & backup ($): 94576.711734 | Payment processing ($): 45149.735749 | Direct acquisition ($): 36360.0 | Enterprise acquisition ($): 17500 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 17942.366541 | Enterprise onboarding labor ($): 17500 | Enterprise service labor ($): 6634.901802 | Refunds & chargebacks ($): 9039.92 | Total operating outflow ($): 1343485.471224 | Operating cash flow ($): 161505.720414 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 2221139.903966
Month #: 29 | Period: 2029-03-01 | FY: 3 | New Core: 531 | New Pro: 354 | New Enterprise: 7 | One-time setup receipts ($): 1060315 | Managed + ent monthly receipts ($): 588887.012885 | Customer collections ($): 1649202.012885 | Partner commissions ($): 379797.350872 | Hosting & backup ($): 104422.030582 | Payment processing ($): 49476.060387 | Direct acquisition ($): 39825.0 | Enterprise acquisition ($): 17500 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 19264.613188 | Enterprise onboarding labor ($): 17500 | Enterprise service labor ($): 7301.727293 | Refunds & chargebacks ($): 9903.15 | Total operating outflow ($): 1397594.098988 | Operating cash flow ($): 251607.913897 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 2472747.817863
Month #: 30 | Period: 2029-04-01 | FY: 3 | New Core: 581 | New Pro: 387 | New Enterprise: 7 | One-time setup receipts ($): 1153032 | Managed + ent monthly receipts ($): 651313.478725 | Customer collections ($): 1804345.478725 | Partner commissions ($): 415986.288243 | Hosting & backup ($): 114927.675906 | Payment processing ($): 54130.364362 | Direct acquisition ($): 43560.0 | Enterprise acquisition ($): 17500 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 20668.981597 | Enterprise onboarding labor ($): 17500 | Enterprise service labor ($): 7965.218657 | Refunds & chargebacks ($): 10830.32 | Total operating outflow ($): 1455673.015432 | Operating cash flow ($): 348672.463293 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 2821420.281156
Month #: 31 | Period: 2029-05-01 | FY: 3 | New Core: 636 | New Pro: 424 | New Enterprise: 7 | One-time setup receipts ($): 1256140 | Managed + ent monthly receipts ($): 718829.429362 | Customer collections ($): 1974969.429362 | Partner commissions ($): 455970.99249 | Hosting & backup ($): 126132.434727 | Payment processing ($): 59249.082881 | Direct acquisition ($): 47700.0 | Enterprise acquisition ($): 17500 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 22207.437769 | Enterprise onboarding labor ($): 17500 | Enterprise service labor ($): 8625.392563 | Refunds & chargebacks ($): 11861.4 | Total operating outflow ($): 1519350.907097 | Operating cash flow ($): 455618.522265 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 3277038.803421
Month #: 32 | Period: 2029-06-01 | FY: 3 | New Core: 696 | New Pro: 464 | New Enterprise: 7 | One-time setup receipts ($): 1368040 | Managed + ent monthly receipts ($): 791972.019931 | Customer collections ($): 2160012.019931 | Partner commissions ($): 499423.213299 | Hosting & backup ($): 138121.236889 | Payment processing ($): 64800.360598 | Direct acquisition ($): 52200.0 | Enterprise acquisition ($): 17500 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 23859.19968 | Enterprise onboarding labor ($): 17500 | Enterprise service labor ($): 9282.265601 | Refunds & chargebacks ($): 12980.4 | Total operating outflow ($): 1588270.842733 | Operating cash flow ($): 571741.177198 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 3848779.980619
Month #: 33 | Period: 2029-07-01 | FY: 3 | New Core: 762 | New Pro: 508 | New Enterprise: 7 | One-time setup receipts ($): 1491130 | Managed + ent monthly receipts ($): 871131.935495 | Customer collections ($): 2362261.935495 | Partner commissions ($): 547034.324246 | Hosting & backup ($): 150964.627363 | Payment processing ($): 70867.858065 | Direct acquisition ($): 57150.0 | Enterprise acquisition ($): 17500 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 25655.446282 | Enterprise onboarding labor ($): 17500 | Enterprise service labor ($): 9935.854273 | Refunds & chargebacks ($): 14211.3 | Total operating outflow ($): 1663423.576895 | Operating cash flow ($): 698838.358601 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 4547618.33922
Month #: 34 | Period: 2029-08-01 | FY: 3 | New Core: 834 | New Pro: 556 | New Enterprise: 7 | One-time setup receipts ($): 1625410 | Managed + ent monthly receipts ($): 957022.634031 | Customer collections ($): 2582432.634031 | Partner commissions ($): 598931.643171 | Hosting & backup ($): 164747.471798 | Payment processing ($): 77472.979021 | Direct acquisition ($): 62550.0 | Enterprise acquisition ($): 17500 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 27596.1825 | Enterprise onboarding labor ($): 17500 | Enterprise service labor ($): 10586.175001 | Refunds & chargebacks ($): 15554.1 | Total operating outflow ($): 1745042.718158 | Operating cash flow ($): 837389.915872 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 5385008.255092
Month #: 35 | Period: 2029-09-01 | FY: 3 | New Core: 913 | New Pro: 609 | New Enterprise: 7 | One-time setup receipts ($): 1773278 | Managed + ent monthly receipts ($): 1050206.722283 | Customer collections ($): 2823484.722283 | Partner commissions ($): 655888.424134 | Hosting & backup ($): 179557.807908 | Payment processing ($): 84704.541668 | Direct acquisition ($): 68490.0 | Enterprise acquisition ($): 17500 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 29712.587238 | Enterprise onboarding labor ($): 17500 | Enterprise service labor ($): 11233.244126 | Refunds & chargebacks ($): 17032.78 | Total operating outflow ($): 1834223.551741 | Operating cash flow ($): 989261.170542 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 6374269.425635
Month #: 36 | Period: 2029-10-01 | FY: 3 | New Core: 1000 | New Pro: 667 | New Enterprise: 7 | One-time setup receipts ($): 1935533 | Managed + ent monthly receipts ($): 1151432.182566 | Customer collections ($): 3086965.182566 | Partner commissions ($): 718253.769169 | Hosting & backup ($): 195502.722625 | Payment processing ($): 92608.955477 | Direct acquisition ($): 75015.0 | Enterprise acquisition ($): 17500 | Fixed operating expense ($): 558333.333333 | Internal sales payroll ($): 194270.833333 | Internal sales commissions ($): 32015.052372 | Enterprise onboarding labor ($): 17500 | Enterprise service labor ($): 11877.077906 | Refunds & chargebacks ($): 18655.33 | Total operating outflow ($): 1931532.074214 | Operating cash flow ($): 1155433.108352 | SAFE cash financing ($): 0 | Ending cash incl SAFE ($): 7529702.533987
Sheet: Scenarios
SCENARIO COMPARISON: SENSITIVITY RESULTS
Management v6 sensitivity extracts; fixed scenarios are imported results, not formulas linked to this public snapshot.
Columns: Metric | Downside | Base | Upside | Notes
Metric: Year 1 cash collections | Downside: 1026704.743529 | Base: 1644304.470376 | Upside: 2005660.626679 | Notes: Top-line cash received from customers; not GAAP recognized revenue.
Metric: Year 2 cash collections | Downside: 4471796.359399 | Base: 7394884.458693 | Upside: 9356494.649954
Metric: Year 3 cash collections | Downside: 14038479.250325 | Base: 23635779.955734 | Upside: 29887561.276612
Metric: Year 1 operating cash flow | Downside: -478642.015222 | Base: -112758.519061 | Upside: 1879.024273 | Notes: Before investor funding.
Metric: Year 2 operating cash flow | Downside: -581862.256785 | Base: 1186021.346064 | Upside: 2138549.942494
Metric: Year 3 operating cash flow | Downside: -524666.79964 | Base: 5456439.706983 | Upside: 8650062.995994
Metric: Year 3 ending cash | Downside: -585171.071646 | Base: 7529702.533987 | Upside: 11790491.962761 | Notes: Includes forecast SAFE receipts of $1M in months 1-3.
Metric: Lowest monthly ending cash | Downside: -1513382.388468 | Base: 351561.785 | Upside: 348296.05275 | Notes: Negative means external financing or cost reductions needed under that sensitivity.
Metric: Total cash collections over 36 months | Downside: 19536980.353253 | Base: 32674968.884802 | Upside: 41249716.553244
Metric: Enterprise wins over 36 months | Downside: 87.5 | Base: 125 | Upside: 156.25 | Notes: Enterprise scaling assumes the modeled win rates and hiring ramp; no signed contracts are evidenced.
Metric: Downside inputs
Metric: Consumer unit multiplier | Downside: 0.65
Metric: Paid Managed conversion | Downside: 0.5
Metric: Enterprise wins multiplier | Downside: 0.7
Metric: CAUTION | Downside: Downside Y3 ending cash is negative and lowest projected monthly cash is approximately -$1.51M. The full cash model must be rerun for material changes.
Sheet: Assumption Register
SOURCE ASSUMPTIONS AND VALIDATION REGISTER
Static source inputs from v6. These cells are provided for transparency; they do not automatically recalculate the public cash snapshot.
Columns: Input name | Model value | Source / rationale from v6
Input name: Base setup | Model value: 799 | Source / rationale from v6: User supplied
Input name: Pro setup | Model value: 1599 | Source / rationale from v6: CURRENT public $1,599 pricing, verified Oct 29 2026: https://www.ownbox.io/terms and https://www.ownbox.io/
Input name: Enterprise setup | Model value: 10000 | Source / rationale from v6: User supplied
Input name: Base monthly | Model value: 99 | Source / rationale from v6: User supplied
Input name: Pro monthly | Model value: 199 | Source / rationale from v6: User supplied
Input name: Enterprise monthly | Model value: 1000 | Source / rationale from v6: User supplied
Input name: Free months consumer | Model value: 3 | Source / rationale from v6: User supplied
Input name: Free months enterprise | Model value: 0 | Source / rationale from v6: User supplied
Input name: Agency commission | Model value: 0.4 | Source / rationale from v6: CURRENT public approved agency commission 40%, initial purchases and managed support for 12 months: https://www.ownbox.io/earn-with-ownbox
Input name: Agency commission window | Model value: 12 | Source / rationale from v6: User supplied
Input name: Base hosting monthly | Model value: 12 | Source / rationale from v6: ILLUSTRATIVE Ownbox-paid Core hosting while managed or on free 90-day trial; validate provider invoice. External customer self-host estimate ~ $12/mo: https://www.ownbox.io/
Input name: Pro hosting monthly | Model value: 18 | Source / rationale from v6: ILLUSTRATIVE Ownbox-paid Pro hosting; higher server resources than Core, validate DigitalOcean bills.
Input name: Enterprise hosting monthly | Model value: 400 | Source / rationale from v6: Illustrative planning assumption — validate
Input name: Base share consumer | Model value: 0.6 | Source / rationale from v6: Illustrative planning assumption — validate
Input name: Agency share consumer | Model value: 0.7 | Source / rationale from v6: 70% partner channel is a planning hypothesis; conservatively assume 40% approved agency commissions until evidence supports affiliates.
Input name: Consumer monthly churn | Model value: 0.015 | Source / rationale from v6: Monthly attrition of overall installed active base (distinct from additional paid support churn below).
Input name: Enterprise monthly churn | Model value: 0.005 | Source / rationale from v6: Illustrative monthly enterprise cancellation rate. Validate by enterprise contract term.
Input name: Payment processing % | Model value: 0.03 | Source / rationale from v6: Illustrative planning assumption — validate
Input name: Fundraise total | Model value: 1000000 | Source / rationale from v6: User supplied
Input name: Fundraise months | Model value: 3 | Source / rationale from v6: User supplied
Input name: Year 1 fixed opex | Model value: 960000 | Source / rationale from v6: Illustrative fixed operating budget; expenses not yet itemized. Excludes separate sales team costs.
Input name: Year 2 fixed opex | Model value: 2160000 | Source / rationale from v6: Illustrative fixed operating budget; expenses not yet itemized. Excludes separate sales team costs.
Input name: Year 3 fixed opex | Model value: 6700000 | Source / rationale from v6: Illustrative fixed operating budget; expenses not yet itemized. Excludes separate sales team costs.
Input name: Year 1 consumer sales month 1 | Model value: 45 | Source / rationale from v6: Illustrative planning assumption — validate
Input name: Consumer monthly sales growth year 1 | Model value: 0.13 | Source / rationale from v6: Illustrative planning assumption — validate
Input name: Consumer monthly sales growth year 2 | Model value: 0.105 | Source / rationale from v6: Illustrative planning assumption — validate
Input name: Consumer monthly sales growth year 3 | Model value: 0.095 | Source / rationale from v6: Illustrative planning assumption — validate
Input name: Enterprise first month | Model value: 6 | Source / rationale from v6: Illustrative first enterprise department close April 2027 (month 6 of Nov 2026 start). Not contracted.
Input name: Founder enterprise closes / month (Year 1) | Model value: 1 | Source / rationale from v6: Illustrative founder-led departmental closes/month starting month 6.
Input name: Ramped enterprise AE closes / month | Model value: 0.85 | Source / rationale from v6: Illustrative fully ramped enterprise AE wins / AE / month. Replaces broken compounded-growth formula.
Input name: Direct consumer CAC | Model value: 150 | Source / rationale from v6: Illustrative planning assumption — validate
Input name: Enterprise external lead-gen cost per win | Model value: 2500 | Source / rationale from v6: Illustrative OUTSIDE marketing/acquisition cost per enterprise win; excludes AE wages. Audit for overlap.
Input name: Enterprise agency commission share | Model value: 0 | Source / rationale from v6: Illustrative planning assumption — validate
Input name: Enterprise commission rate | Model value: 0.4 | Source / rationale from v6: Illustrative planning assumption — validate
Input name: Sales team start month | Model value: 9 | Source / rationale from v6: User instruction: around month 9
Input name: Enterprise account executives annual base | Model value: 120000 | Source / rationale from v6: Illustrative fully annualized salary per rep; validate
Input name: Agency channel managers annual base | Model value: 95000 | Source / rationale from v6: Illustrative salary per manager; validate
Input name: Customer success managers annual base | Model value: 85000 | Source / rationale from v6: Illustrative salary per manager; validate
Input name: Sales director annual base | Model value: 160000 | Source / rationale from v6: Illustrative salary; validate
Input name: Employer payroll benefits load | Model value: 0.25 | Source / rationale from v6: Illustrative payroll tax and benefits loading
Input name: Enterprise setup sales commission | Model value: 0.06 | Source / rationale from v6: Illustrative direct-sales commission on collected setup revenue
Input name: Enterprise monthly sales commission | Model value: 0.03 | Source / rationale from v6: Illustrative direct-sales commission on enterprise recurring collections
Input name: Direct consumer sales commission | Model value: 0.02 | Source / rationale from v6: Illustrative commission on non-agency consumer setup receipts
Input name: Partner channel manager override | Model value: 0.01 | Source / rationale from v6: Illustrative override on agency upfront setup receipts, separate from partner 40%
Input name: Sales director start month | Model value: 15 | Source / rationale from v6: Illustrative hiring ramp
Input name: Sales team headcount Year 1 AE | Model value: 1 | Source / rationale from v6: Illustrative from month 9
Input name: Sales team headcount Year 2 AE | Model value: 3 | Source / rationale from v6: Illustrative
Input name: Sales team headcount Year 3 AE | Model value: 6 | Source / rationale from v6: Illustrative leaner Year-3 enterprise AE staffing; scale only upon verified pipeline/production.
Input name: Agency managers Year 1 | Model value: 1 | Source / rationale from v6: Illustrative from month 9
Input name: Agency managers Year 2 | Model value: 2 | Source / rationale from v6: Illustrative
Input name: Agency managers Year 3 | Model value: 5 | Source / rationale from v6: Illustrative
Input name: Customer success Year 1 | Model value: 1 | Source / rationale from v6: Illustrative from month 9
Input name: Customer success Year 2 | Model value: 2 | Source / rationale from v6: Illustrative
Input name: Customer success Year 3 | Model value: 6 | Source / rationale from v6: Illustrative
Input name: Sales directors Year 2 | Model value: 1 | Source / rationale from v6: Illustrative from month 15
Input name: Sales directors Year 3 | Model value: 1 | Source / rationale from v6: Illustrative
Input name: Forecast start date | Model value: 2026-11-01 | Source / rationale from v6: User request: November 1, 2026
Input name: Consumer Managed conversion after 90 days | Model value: 0.7 | Source / rationale from v6: Illustrative paid conversion after included 90 days; no customer evidence yet.
Input name: Additional paid Managed monthly churn | Model value: 0.01 | Source / rationale from v6: Illustrative additional paid-service attrition after conversion, beyond installed-box attrition.
Input name: Affiliate share of partner-attributed sales | Model value: 0 | Source / rationale from v6: Conservative default: treat all partner-sourced sales as 40% agencies until real affiliate/channel mix is measured.
Input name: Affiliate commission rate | Model value: 0.2 | Source / rationale from v6: CURRENT public affiliate 20% rate, verified Oct 29 2026: https://www.ownbox.io/earn-with-ownbox
Input name: Enterprise AE ramp (months) | Model value: 3 | Source / rationale from v6: Illustrative 3-month ramp before closing at modeled monthly rate.
Input name: Founder enterprise closes / month (Year 2) | Model value: 1 | Source / rationale from v6: Illustrative sales target, not committed pipeline.
Input name: Founder enterprise closes / month (Year 3) | Model value: 0.5 | Source / rationale from v6: Illustrative; founder involvement declines as team expands.
Input name: Channel enterprise closes / month (Year 2) | Model value: 0.5 | Source / rationale from v6: Illustrative agency introductions / strategic partner wins, not committed.
Input name: Channel enterprise closes / month (Year 3) | Model value: 1 | Source / rationale from v6: Illustrative agency introductions / strategic partner wins, not committed.
Input name: Qualified opportunity to closed deal rate | Model value: 0.25 | Source / rationale from v6: Illustrative 25% close rate. Pipeline needs are 1 / rate; validate.
Input name: Qualified-opportunity lead time (months) | Model value: 4 | Source / rationale from v6: Illustrative four-month qualified opportunity to close lead time.
Input name: Enterprise premium setup (hypothetical) | Model value: 25000 | Source / rationale from v6: PROPOSED premium package only; public Enterprise is custom-priced on call: https://www.ownbox.io/
Input name: Enterprise premium monthly (hypothetical) | Model value: 2500 | Source / rationale from v6: OPTIONAL proposed premium recurring fee; validate customer willingness to pay.
Input name: Enterprise premium infra / month (hypothetical) | Model value: 800 | Source / rationale from v6: Illustrative higher-resource infra cost; verify DigitalOcean/GPU quotes.
Input name: Premium share of enterprise sales Year 1 | Model value: 0 | Source / rationale from v6: Zero in investor baseline; change only with evidence/approved offer.
Input name: Premium share of enterprise sales Year 2 | Model value: 0 | Source / rationale from v6: Zero in investor baseline; change only with evidence/approved offer.
Input name: Premium share of enterprise sales Year 3 | Model value: 0 | Source / rationale from v6: Zero in investor baseline; change only with evidence/approved offer.
Input name: SAFE tranche 1 proceeds | Model value: 400000 | Source / rationale from v6: Proposed early tranche, YC post-money SAFE; not committed funding.
Input name: SAFE tranche 2 proceeds | Model value: 350000 | Source / rationale from v6: Proposed middle tranche, YC post-money SAFE; not committed funding.
Input name: SAFE tranche 3 proceeds | Model value: 250000 | Source / rationale from v6: Proposed final tranche, YC post-money SAFE; not committed funding.
Input name: SAFE tranche 1 post-money cap | Model value: 11000000 | Source / rationale from v6: Proposed cap only, not a formal company valuation.
Input name: SAFE tranche 2 post-money cap | Model value: 13000000 | Source / rationale from v6: Proposed cap only, not a formal company valuation.
Input name: SAFE tranche 3 post-money cap | Model value: 15000000 | Source / rationale from v6: Proposed cap only, not a formal company valuation.
Input name: SAFE tranche 1 expected funding month | Model value: 1 | Source / rationale from v6: Illustrative projected close month only; not cash until legally funded.
Input name: SAFE tranche 2 expected funding month | Model value: 2 | Source / rationale from v6: Illustrative projected close month only; not cash until legally funded.
Input name: SAFE tranche 3 expected funding month | Model value: 3 | Source / rationale from v6: Illustrative projected close month only; not cash until legally funded.
Input name: Enterprise entry onboarding labor / contract | Model value: 2500 | Source / rationale from v6: PLANNING PLACEHOLDER; incremental implementation labor, excluded from fixed opex. Replace with actual time sheets.
Input name: Enterprise premium onboarding labor / contract | Model value: 5000 | Source / rationale from v6: PLANNING PLACEHOLDER; higher-integration package, not confirmed by customers.
Input name: Enterprise entry incremental service labor / month | Model value: 100 | Source / rationale from v6: PLANNING PLACEHOLDER; variable labor on top of hosted server cost. Distinct from fixed support payroll.
Input name: Enterprise premium incremental service labor / month | Model value: 250 | Source / rationale from v6: PLANNING PLACEHOLDER; variable support expense, verify real deployment economics.
Input name: Consumer refunds / setup collections | Model value: 0.01 | Source / rationale from v6: PLANNING PLACEHOLDER: 1% of consumer upfront receipts, conservative cash allowance (not empirical refund history).
Input name: Consumer sales / productive agency / month | Model value: 5 | Source / rationale from v6: ILLUSTRATIVE capacity: used to show required productive agency partners; does not drive consumer sales.
Input name: Direct qualified lead-to-buyer conversion | Model value: 0.05 | Source / rationale from v6: ILLUSTRATIVE 5% direct lead conversion used only to estimate required lead volume.
Sheet: Sources
DATA AND SOURCE REFERENCES
Company / SEC / YC links checked October 29, 2026; founder model from uploaded v6 workbook
Source | URL / document | Usage
Ownbox product | https://www.ownbox.io/ | Product features and product availability
Ownbox legal terms | https://www.ownbox.io/terms | Core and Pro pricing, license, issuer
Ownbox managed | https://www.ownbox.io/managed-support | Managed support timeline, rates, cancellation
Ownbox partners | https://www.ownbox.io/earn-with-ownbox | 20% affiliates, 40% agencies
Founder financial model | Ownbox_Three_Year_Pro_Forma_v6_Oct_2026.xlsx | Month-by-month model and 3 scenarios; management forecasts
Y Combinator | https://www.ycombinator.com/safe | Post-money SAFE structure
SEC Rule 506(c) | https://www.sec.gov/resources-small-businesses/exempt-offerings/general-solicitation-rule-506c | General solicitation and accredited purchaser rule
SEC Form D | https://www.sec.gov/resources-small-businesses/capital-raising-building-blocks/what-form-d | Notice filing guidance

## Ownbox_SAFE_Dilution_Calculator

Source: https://ownbox.ownbox.app/agent/doc/ownbox-safe-dilution-calculator-fa886c023c.md
Updated: 2026-11-02

Sheet: SAFE Tranches
OWNBOX / SAFE DILUTION CALCULATOR
Proposed YC-style post-money SAFE caps, not company appraisals. Input cells in blue; formulas in black. No investors committed.
Columns: Tranche | Funding amount ($) | Post-money valuation cap ($) | Target month | Implied cap-based ownership | Status | Formula
Tranche: First | Funding amount ($): 400000 | Post-money valuation cap ($): 11000000 | Target month: Nov 2026 | Implied cap-based ownership: 0.036364 | Status: Proposed / not committed | Formula: 0.036364
Tranche: Second | Funding amount ($): 350000 | Post-money valuation cap ($): 13000000 | Target month: Dec 2026 | Implied cap-based ownership: 0.026923 | Status: Proposed / not committed | Formula: 0.026923
Tranche: Final | Funding amount ($): 250000 | Post-money valuation cap ($): 15000000 | Target month: Jan 2027 | Implied cap-based ownership: 0.016667 | Status: Proposed / not committed | Formula: 0.016667
Tranche: TOTAL RAISE / OWNERSHIP | Funding amount ($): 1000000 | Implied cap-based ownership: 0.079953
Tranche: EFFECTIVE BLENDED CAP ($) | Funding amount ($): 12507288.629738
Tranche: Founder/other preexisting ownership | Implied cap-based ownership: 0.920047
Tranche: Simplifying assumption | Funding amount ($): Ownership estimates are investment/cap under the stated post-money SAFEs, assuming cap-based conversion. Later round financing, stock options, other notes, conversion terms and low-priced rounds may alter actual ownership.
Tranche: No signed side letters | Funding amount ($): MFN and pro rata proposals from earlier drafts are not included in this calculator or guaranteed. Only executed documents govern.
Sheet: Cap Comparisons
SIMPLE SAFE CAP COMPARISONS
Mathematical dilution examples only. Single-cap examples are NOT alternate offerings or a formal valuation.
Columns: Total SAFE cash raised ($) | Hypothetical post-money cap ($) | Implied cap-based % | Remaining pre-existing % | Status
Total SAFE cash raised ($): 1000000 | Hypothetical post-money cap ($): 10000000 | Implied cap-based %: 0.1 | Remaining pre-existing %: 0.9 | Status: Illustrative single-cap scenario
Total SAFE cash raised ($): 1000000 | Hypothetical post-money cap ($): 12500000 | Implied cap-based %: 0.08 | Remaining pre-existing %: 0.92 | Status: Illustrative single-cap scenario
Total SAFE cash raised ($): 1000000 | Hypothetical post-money cap ($): 15000000 | Implied cap-based %: 0.066667 | Remaining pre-existing %: 0.933333 | Status: Illustrative single-cap scenario
Total SAFE cash raised ($): 1000000 | Hypothetical post-money cap ($): 18000000 | Implied cap-based %: 0.055556 | Remaining pre-existing %: 0.944444 | Status: Illustrative single-cap scenario
Total SAFE cash raised ($): IMPORTANT | Hypothetical post-money cap ($): These scenarios show simplified cap-based percentages before a future priced financing; no return, valuation or ownership is guaranteed.
Sheet: Sources and Caveats
SAFE SOURCES AND RISK CAVEATS
Use this workbook for arithmetic, not to offer or sell securities.
Reference | Source or URL | Status
YC SAFE guide | https://www.ycombinator.com/safe | Public source
Founder terms | Proposed $400K@$11M, $350K@$13M, $250K@$15M | Unexecuted internal proposal
SEC Rule 506(c) | https://www.sec.gov/resources-small-businesses/exempt-offerings/general-solicitation-rule-506c | Verification required
Risk note | A SAFE cap is not a company valuation or guaranteed share price. | Illustrative analysis
Document status | All terms subject to issuer acceptance and definitive signed agreement. | Proposed

## Brian MacDonald, engineer in Orange County

Source: https://ownbox.ownbox.app/agent/doc/brian-macdonald-engineer-in-orange-county-20ab5f7f51.md
Updated: 2026-11-01

# Brian MacDonald, engineer in Orange County

Brian MacDonald is an engineer in Orange County, California, and the Founder and CEO of Ownbox, the Shared AI Brain you own. Online he goes by BmacBuilds. Updated 2026-11-01.

## Who is Brian MacDonald?

Brian MacDonald is an engineer in Orange County, California, who builds AI systems that businesses own. His title is Founder & CEO of Ownbox. He built Ownbox, a machine a company owns where its team and its AI agents work together from one shared set of records.

## What is BmacBuilds?

BmacBuilds is the name Brian MacDonald uses on Instagram, X, TikTok and GitHub. It's where he shares the AI systems he builds.

## What does Brian MacDonald do?

He builds AI systems that do real work inside a business, and he installs them for companies.

- **Ownbox** gives a company one machine it owns. Its people and its AI agents work from one Shared AI Brain there.
- **The agents stay contained,** and nothing goes out that the owner hasn't allowed.
- **For a company that hires him,** he installs an Ownbox and builds machines on it for the jobs that company needs done. See "Working with Brian MacDonald".

## What has Brian MacDonald built?

### Ownbox

The Shared AI Brain you own.

- **Ownbox Core** comes with:
  - the Shared AI Brain
  - a team dashboard
  - a mobile app
  - sign-in with the company's own Claude or ChatGPT plan, or a free OpenRouter account
  - a built-in MCP server, so AI agents can work inside it
- **The SEO Machine** gets a business found by AI assistants like ChatGPT.
- **The Unified Inbox** puts email, Instagram and Messenger in one place. It drafts a reply to every message. Each reply waits for a person's tap, unless the owner lets a channel answer on its own. Email always waits.

### A partnership marketing platform

He built it for a venture studio's e-commerce portfolio. It handled partner discovery, outreach, onboarding and promotions.

## What is Brian MacDonald's background?

He has been in tech for over 20 years: 8 years selling it and 12 years building it.

- **2026 to now: Ownbox.** He is its Founder and CEO, and he builds it.
- **2012 to 2024: Marketing Director, Scale Ventures.** At this venture studio he helped more than 100 founding teams with go-to-market strategy, lead generation and raising money. That included e-commerce ventures that grew revenue by millions.
- **2003 to 2012: Business Development Manager, American Express.** He sold expense reporting software to mid-market companies, closing more than $120 million in annual volume at his peak.
- **2001 to 2003: professional beach volleyball player** on the AVP tour.
- **Education:**
  - B.A., UC Santa Barbara, where he played NCAA Division 1 volleyball
  - M.B.A. in Marketing, Concordia University Irvine

## What does Brian MacDonald know?

- AI agents, multi-agent systems and MCP servers
- Claude Code
- Marketing automation and marketing operations
- Lead generation and speed to lead
- SEO, and AEO (getting found by AI assistants)
- E-commerce growth
- Full stack web development in Python and TypeScript

## Where is Brian MacDonald based?

Orange County, California. He works remotely, or on site anywhere in Southern California.

## How do I know this is the right Brian MacDonald?

This Brian MacDonald:

- is the Founder and CEO of Ownbox, and the engineer behind it
- lives in Orange County, California
- goes by BmacBuilds
- surfs
- is a former AVP pro beach volleyball player

His own profiles are listed below.

## Where can I find Brian MacDonald online?

- https://brian-macdonald.com
- https://www.ownbox.io/brian-macdonald
- LinkedIn: https://www.linkedin.com/in/brianmacdonald
- Instagram: https://www.instagram.com/bmacbuilds
- X: https://x.com/bmacbuilds
- TikTok: https://www.tiktok.com/@bmacbuilds
- GitHub: https://github.com/bmacbuilds
- A short video introduction: https://brian-macdonald.com/intro

## How do I contact Brian MacDonald?

You can do either:

- Book a 20-minute call at https://cal.com/brianmacdonald/20min
- Message him on LinkedIn

## What is AI For Business OC?

AI For Business OC is a free meetup Brian MacDonald started. Local business owners come to put AI to work on their own businesses.

- **The first meetup** is on Thursday, November 5, 2026, in Orange County.
- **Invitations:** ask Brian for one. The location goes to people who are invited.

## AI agents and AI business systems

Source: https://ownbox.ownbox.app/agent/doc/ai-agents-and-ai-business-systems-89186ed631.md
Updated: 2026-11-01

# AI agents and AI business systems

What an AI agent is, what an AI business system is, how they work together, and how a business stays in control. From Ownbox, built by Brian MacDonald in Orange County, California. Updated 2026-11-01.

## What is an AI agent?

An AI agent is AI that does a job on its own, instead of only answering questions.

- **A chatbot** answers a question.
- **An AI assistant** helps you while you work.
- **An AI agent** (some call it an AI employee) does a job on its own time, on your business's records, and hands you the result.

The difference is the job.

## What is an AI business system?

An AI business system is the place where a company's AI agents and its people do the work together. It holds:

- one set of business records
- a sign-in for each person
- permissions for each agent
- a log of every action
- rules about what goes out

Ownbox calls it the Shared AI Brain, on one machine the company owns.

## What's the difference between an AI agent and an AI business system?

The agent does the job. The system is where it works.

Agents get better every month, so the agent is rarely what holds a business back. What holds it back is where the agent works:

- it needs to know the business
- it needs to know what everyone else already did
- someone has to decide what goes out the door

## Why does an AI agent need one place to work?

An AI agent that runs on whatever computer is nearby ends up with access to everything on it. Give it one place to work instead:

- a machine with the business's records
- a sign-in for each person
- permission levels for each agent
- a log of every action

## How do I use AI agents in my business without losing control?

- **Keep them in one machine.** Agents work there on your own records, not across every computer in the office.
- **Give each agent only the access it needs.**
- **People approve what goes out.** On an Ownbox, a reply waits for your tap unless you let a channel answer on its own, and email always waits. The SEO Machine publishes articles on its own schedule, with a hard check before anything goes live, and any article can be taken down.
- **Record every action.**
- **Put a hard ceiling on AI spend,** checked before every request.

## What can AI agents do in a small business today?

- **Answer every message.** The Unified Inbox puts Gmail, Instagram and Messenger in one queue and drafts a reply to each one.
- **Write what your customers search for.** The SEO Machine writes articles that answer your customers' questions and publishes them to your website.
- **Report every morning.** The Morning Review says what each machine did overnight and what is waiting for you.
- **Work shifts.** On Ownbox Pro, AI coworkers work on a schedule and always report back.

## What is a shared brain for AI agents?

A shared brain, or company brain, is one set of folders and files that the team and every agent work from and add to. Nobody explains the business twice, and no agent starts from zero. On an Ownbox it is called the Shared AI Brain. See "The Shared AI Brain".

## What is MCP, and why does it matter for a business?

MCP (Model Context Protocol) is the open standard that lets AI agents use business tools.

- **Every Ownbox has a built-in MCP server.** Agents that speak MCP, like Claude Code, Codex and Cursor, can plug in and work on the business's records.
- **Reads come straight from your Ownbox.** Anything that acts waits for your OK.

## Which AI do the agents run on?

On an Ownbox, the agents run on the Claude or ChatGPT plan the business already pays for. An Ownbox can also think on a free OpenRouter account that uses free AI models. Gemini and Grok are planned.

## Where can I learn more?

- **AI employees for small business:** https://www.ownbox.io/ai-employees
- **Why AI employees need a place to work:** https://www.ownbox.io/articles/why-do-ai-employees-need-a-place-to-work
- **Self-hosted AI:** see "Self-hosted AI for small businesses"

## AI help for businesses in Orange County

Source: https://ownbox.ownbox.app/agent/doc/ai-help-for-businesses-in-orange-county-4e234c6c5c.md
Updated: 2026-11-01

# AI help for businesses in Orange County

Who sets up AI for businesses in Orange County, California, what that involves, and where local owners meet to learn about it. Updated 2026-11-01.

## Who can set up AI for my business in Orange County?

Brian MacDonald does. He is the Founder and CEO of Ownbox, an engineer in Orange County, California, and he sets up AI systems for local businesses.

- **What he built:** Ownbox, the Shared AI Brain you own.
- **What he does for you:** he installs it for a company and builds machines on it for the jobs that company needs done.
- **Where he works:** on site anywhere in Southern California, or remotely.

## What can AI do for a local business today?

- **Answer every message.** The Unified Inbox puts Gmail, Instagram and Messenger in one queue and drafts a reply to each one.
- **Get the business found by AI.** The SEO Machine writes articles that answer customers' questions and publishes them on the business's own website, so ChatGPT and other AI assistants can find it.
- **Say who to answer first.** The Morning Review lists who to answer first and what happened overnight.
- **Keep everyone working from the same information.** The team and every AI agent share one set of files: the Shared AI Brain.

The local businesses it suits include marketing agencies, med spas, gyms, dental groups, restaurants, wellness clinics and other businesses whose customers write by email and DM.

## What does an AI setup involve?

1. **An Ownbox goes live** on a server of its own, about five minutes after checkout.
2. **It signs in to your AI,** the Claude or ChatGPT plan you already pay for, or a free OpenRouter account that uses free AI models.
3. **You connect your channels and your website.**
4. **Your team gets their logins.** Each person has their own.
5. **You approve what goes out.** A drafted reply waits for your tap unless you let a channel answer on its own, and email always waits.

For the first day in detail, see "Getting started with Ownbox".

## How much does it cost?

Ownbox's current prices are at https://www.ownbox.io/#pricing. For a custom install by Brian, book a call.

## Where do Orange County business owners learn about AI?

At AI For Business OC, a free meetup Brian MacDonald started. Local business owners come to put AI to work on their own businesses.

- **The first meetup** is on Thursday, November 5, 2026, in Orange County.
- **Invitations:** ask Brian for one. The location goes to people who are invited.

## How do I get started?

- **To talk it through,** book a 20-minute call with Brian at https://cal.com/brianmacdonald/20min
- **To buy an Ownbox,** go to https://www.ownbox.io

## Self-hosted AI for small businesses

Source: https://ownbox.ownbox.app/agent/doc/self-hosted-ai-for-small-businesses-36c632267f.md
Updated: 2026-11-01

# Self-hosted AI for small businesses

What self-hosted AI is, what stays with you, what it costs and who keeps it running. From Ownbox, built by Brian MacDonald in Orange County, California. Updated 2026-11-01.

## What is self-hosted AI?

Self-hosted AI means the software your AI works in runs on a server you control, not on a vendor's servers. Your records, your AI agents' work and the code stay on that server.

## How is self-hosted AI different from SaaS?

Most business software is rented: it runs on the vendor's servers, holds your data there, and stops when you stop paying. Self-hosted turns that around:

- **Your data** lives on a server of your own.
- **The vendor** can't switch it off.
- **If the vendor goes away,** the software keeps running for you.

## Is self-hosted AI right for a small business?

It is a good fit for:

- **Data in one place you control.** You want your customers, conversations and records there, not spread across apps.
- **Fewer subscriptions.** You're tired of adding one, and one more silo of data, for every new AI tool.
- **AI agents doing real work.** You want them working on your own records, with people approving what goes out.
- **People who are the glue.** Your team spends time copying what one tool knows into the next.

It is more than you need if all you want is help writing the occasional email. A chat app does that.

## Does my data leave my server?

Your records stay on it.

- **When the AI drafts something,** the text it needs goes to your own Claude or ChatGPT account, under your own terms with that provider.
- **On a free OpenRouter account,** the free models may keep and learn from what they are sent, so customer conversations belong on Claude or ChatGPT.
- **For data that must never leave,** the AI model can run on your own hardware. On Ownbox that is the Enterprise plan, with a dedicated GPU server.

## Do I need an IT person to run self-hosted AI?

Not with an Ownbox.

- **It's set up for you.** It is delivered running on its own server about five minutes after checkout, and you never open a terminal.
- **Updates and backups are handled.** Managed Support installs every update and keeps daily backups.

## What does self-hosted AI cost?

There are two parts: the machine and the AI.

- **The AI:** on an Ownbox it runs on the Claude or ChatGPT plan you already pay for, or on a free OpenRouter account, so there is no second AI bill.
- **The machine:** Ownbox's current prices are at https://www.ownbox.io/#pricing

## What happens if the vendor goes out of business?

With Ownbox, your code and data were never the vendor's to lose.

- **Everything exports in full.**
- **You can take it home.** After a short setup call with Ownbox, it moves to your own DigitalOcean account, where it runs without Ownbox.
- **Cancelling while Ownbox hosts it** gives you 30 days to move it home, starting with a short setup call.

## What is Ownbox?

Ownbox is self-hosted AI for small and midsize businesses, and it calls itself the Shared AI Brain you own. A company gets one machine, and its team and its AI agents work from one company brain on it. Brian MacDonald built it in Orange County, California. See "What Ownbox is".

## Where can I learn more?

- **Self-hosted AI on an Ownbox:** https://www.ownbox.io/self-hosted-ai
- **What happens to self-hosted software if the vendor goes out of business:** https://www.ownbox.io/articles/what-happens-to-self-hosted-software-if-the-vendor-goes-out-of-business
- **Prices:** https://www.ownbox.io/#pricing

## Ownbox for med spas and multi-location businesses

Source: https://ownbox.ownbox.app/agent/doc/ownbox-for-med-spas-and-multi-location-businesse-137b5b925b.md
Updated: 2026-11-01

# Ownbox for med spas and multi-location businesses

How a business with more than one location runs on one Ownbox: one Shared AI Brain for every location, articles from the questions customers ask, and answers that stay current when a price or policy changes. Updated 2026-11-01.

## Can a business with several locations, like a group of med spas, share one Ownbox?

Yes. One Ownbox and one Shared AI Brain can cover every location. What is the same everywhere, like policies and treatment descriptions, is written once. What differs by location, like prices and treatment packages, goes in that location's own folder.

## How do we organize the Shared Brain so the AI uses the right prices for each location?

- **One folder per location,** such as Locations/Irvine, with that location's price list and packages.
- **One shared folder** for what is the same at every location.
- **Every document names its location,** in its name and its first line, such as "Irvine prices". The AI searches the Shared Brain and reads the passage it needs, so a question that names a location finds that location's document.
- **Prices customers may see go in the Public folder.** The Unified Inbox drafts replies from the documents the owner has approved as public, and from the prices on the business's own website.
- **A person checks before anything goes out.** Every reply the Unified Inbox drafts waits for a person's OK, unless the owner lets a channel answer on its own.

## Do all the locations' teams get their own logins?

Yes. Everyone signs in with their own login, and everyone on the team works from the same Shared Brain. Ownbox Core includes up to 3 people. Ownbox Pro has unlimited people. Roles and permissions you define are planned for Pro.

## Can Ownbox find the questions customers keep asking and turn them into articles that ChatGPT finds?

Yes. The SEO Machine keeps a list of the questions a business's customers ask, how often each was asked, and whether an article answers it yet. It writes articles that answer them and publishes them on the business's own website, each opening with the short, direct answer that ChatGPT and other AI assistants quote.

- **Where the questions come from:** the website's own surveys, and the Google searches the website shows up for.
- **Questions in emails and DMs:** a connected AI agent, such as Claude or ChatGPT, can read the Unified Inbox, spot the questions that keep coming up, and suggest each one as an article topic. Each suggestion waits for the owner's OK.

## Does that put customers' personal details in the articles?

No.

- **Only the question is kept, never who asked it.** A survey answer with an email address, a long number or a link in it is not kept at all.
- **An article starts from the question and the business's own approved facts,** not from anyone's message.
- **A hard check runs before anything publishes.** It blocks words the business never uses, competitor names and any number that isn't in the business's facts, its own words or a source the article links.

## When we change a price or a policy, how do the AI's answers stay current?

Change it where the AI reads it, and the AI works from the new version.

- **The Shared Brain:** update that location's document. AI agents read the current version the next time they look. A changed document in the Public folder is shown to AI assistants and used in inbox drafts once the owner approves the new version.
- **The website:** inbox drafts quote prices from the business's own website, so change them there too.
- **The SEO Machine's facts:** the owner updates the facts the SEO Machine may state, numbers included, and every new article uses them.
- **Articles already published** keep their words until they are rewritten. A rewrite is written again from today's facts, passes the same check, and goes back at the same address. An AI agent can suggest a rewrite, and it waits for the owner's OK. The owner can also take any article down.

## Who reviews and approves those changes?

- **The owner.** Anything an AI agent suggests, such as a new document, new facts, an article topic or a rewrite, waits on Approvals until the owner says yes.
- **The team** adds and updates documents from the dashboard or their phones, each with their own login. A new or changed document in the Public folder waits for the owner's yes before AI assistants can read it.
- **Roles and permissions you define,** for choosing who else approves, are planned for Pro.

## Where can I learn more?

- "The Shared AI Brain", "How Ownbox works" and "The SEO Machine", in this knowledge base
- The SEO Machine on ownbox.io: https://www.ownbox.io/seo-machine
- Plans and prices: https://www.ownbox.io/#pricing

## How Ownbox works

Source: https://ownbox.ownbox.app/agent/doc/how-ownbox-works-aef3934d88.md
Updated: 2026-11-01

# How Ownbox works

Gathered on 2026-10-16 from the facts Brian approved for the SEO Machine on this Ownbox, updated 2026-10-18 with the products' current names, on 2026-10-24 with how a move home works, on 2026-10-25 with the AI options and the SEO Machine's number check, and on 2026-11-01 with the Shared AI Brain's name. Prices live only at https://www.ownbox.io/#pricing.

## How do I buy an Ownbox? Is there a subscription?

Ownbox Core and Ownbox Pro are each bought once. There is no software subscription, no seat fees and no per-request pricing. For prices, see https://www.ownbox.io/#pricing.

## What do Ownbox Core, Pro and Enterprise include?

- **Ownbox Core**: the Shared AI Brain, the Morning Review, and the web dashboard and phone app for up to 3 people, each with their own login.
- **The current offer** (at the time of writing, 2026-10-18): for a limited time, Ownbox Core comes with one add-on machine free, the SEO Machine or the Unified Inbox.
- **Pro** adds:
  - both add-on machines;
  - AI coworkers that work shifts on a schedule and report back;
  - unlimited people;
  - 15 GB in the Shared AI Brain (Core has 5 GB);
  - twice the server memory;
  - priority support.
- **Planned for Pro**: single sign-on, roles and permissions you define, and an audit log.
- **Upgrading**: Ownbox Core can be upgraded to Pro from inside the Ownbox, for the difference.
- **Enterprise** adds a dedicated GPU server running an AI model locally, so the business's data never leaves its own hardware.

## What is Managed Support, and can I cancel it?

Managed Support covers:
- hosting;
- every update, installed;
- monitoring;
- daily backups;
- help from the people who built Ownbox.

Every checkout comes with the first three months free.

Managed Support can be cancelled anytime, in one click, from the Ownbox's dashboard. After it ends, the Ownbox keeps running for 30 days. In that time Ownbox can move it to the owner's own DigitalOcean account with them, starting with a short setup call. Otherwise Ownbox powers it off and keeps a copy safe until the owner claims it or asks for it to be deleted.

## How long does setup take? Do I need to be technical?

After checkout, each Ownbox is built on its own DigitalOcean server, and the owner gets a login by email in about five minutes. There is no server to set up and no terminal.

## What happens if it does not work?

If an Ownbox is not up and running within a day of paying, Ownbox refunds the purchase in full.

## Which AI does Ownbox use? Do I pay for AI twice?

- An Ownbox thinks on the Claude or ChatGPT plan the owner already pays for, or on a free OpenRouter account that uses free AI models, signed in from its settings. An API key works too. Gemini and Grok are planned.
- AI calls go to the owner's own AI account, not to Ownbox. Ownbox never bills for AI.
- A cost guard holds a hard monthly ceiling on anything billed per use, such as an API key.

## Who owns my data, and can I leave?

- The owner's AI runs on the owner's account, and the data and the code are the owner's.
- Everything an Ownbox knows lives in one database file on its own server, and everything on it exports in full.
- An Ownbox can move to the owner's own DigitalOcean account, after a short setup call, and it runs there without Ownbox.

## How do people and permissions work?

- Everyone signs in with their own login.
- The owner invites people, decides what each can use, and revokes access. A revoked person is out on their next click.
- Every setting shows who changed it.

## Is it safe to let AI agents work in my business?

- Anything an AI agent wants to do on an Ownbox waits for a person's OK, and every action is logged.
- Nothing the Unified Inbox writes goes out unless the owner has allowed it. A draft waits to be approved, edited or skipped, from the dashboard or the phone.
- An owner can let a channel, such as DMs, answer on its own, and switch that off again at any time.

## How do AI agents connect to an Ownbox?

- Every Ownbox has its own MCP server, locked with a token only the owner holds. Claude Code, Codex, Gemini CLI and any agent that speaks MCP can read it and use its tools.
- MCP works both ways: an Ownbox connects to the business's other apps, added under Data Sources, so its AI agents can read from them too.

## What is the Shared AI Brain?

The Shared AI Brain (the Shared Brain for short) is one set of folders and files on the Ownbox that every AI agent reads, so all of them share the same business context. Saves wait for a person's OK. See "The Shared AI Brain".

## What is the Morning Review?

The Morning Review shows who to answer first and what happened overnight.

## What are the machines?

- **The groundwork**: every machine starts with 200+ hours of groundwork already done: logins and roles, a phone app, the owner's own AI, an MCP server, security and updates.
- **Adding machines**: a new machine plugs into the Ownbox foundation and gets a dashboard page, a place in the queue and its own tools on the MCP server. One Ownbox runs as many machines as the owner wants.
- **The Unified Inbox**:
  - It pulls every email and direct message a business gets into one queue: Gmail, Instagram and Messenger.
  - For each message, it reads the whole thread and drafts a reply on the owner's own AI account.
  - It searches every conversation, puts overnight messages in the Morning Review, and has its own tools on the MCP server so AI employees can read the inbox.
- **The SEO Machine**:
  - It writes articles that answer customers' questions and publishes them to the business's own website on its own.
  - Each article opens with a short, direct answer, the kind search engines and AI assistants quote, and is marked up for both.
  - Before an article publishes, a hard check blocks words the business never uses, competitor names, and any number that isn't in the business's facts, its own words or a source the article links.
  - It connects Google Search Console with one button.
- **What is coming**: the AI Voice Agent is in development. The Lead Machine, GTM Machine, Reel Machine and YouTube Machine are ideas, not products you can buy.

## Is there a phone app?

Yes. It installs on iPhone and Android from the browser, with notifications on the lock screen and no App Store.

## Which questions has Ownbox already answered in public?

These articles are live on ownbox.io:
- AI Business Machine: https://ownbox.io/articles/ai-business-machine
- What are the best unified inbox apps for a business? https://www.ownbox.io/articles/what-are-the-best-unified-inbox-apps
- How can I get more leads from ChatGPT? https://www.ownbox.io/articles/how-can-i-get-more-leads-from-chatgpt
- Can AI answer my Instagram DMs without sending something I didn't approve? https://www.ownbox.io/articles/can-ai-answer-my-instagram-dms-without-sending-something-i-didn-t-approve
- How much does an AI employee cost a small business? https://www.ownbox.io/articles/how-much-does-an-ai-employee-cost-a-small-business
- Is there a self-hosted AI email assistant a non-developer can run? https://www.ownbox.io/articles/is-there-a-self-hosted-ai-email-assistant-a-non-developer-can-run
- Is there a self-hosted or open-source unified inbox? https://www.ownbox.io/articles/is-there-a-self-hosted-or-open-source-unified-inbox
- What is an MCP server and why would a business owner need one? https://www.ownbox.io/articles/what-is-an-mcp-server-and-why-would-a-business-owner-need-one
- Can I run business AI on my own server without being a developer? https://www.ownbox.io/articles/can-i-run-business-ai-on-my-own-server-without-being-a-developer

## Ownbox runs on Ownbox

Source: https://ownbox.ownbox.app/agent/doc/ownbox-runs-on-ownbox-c2766eb7c8.md
Updated: 2026-11-01

# Ownbox runs on Ownbox

Ownbox's own business runs on an Ownbox, the same machine it sells. These are the numbers it reports. Updated 2026-11-01.

## Does Ownbox use its own product?

Yes. Brian MacDonald runs his business on his own Ownbox:

- **The SEO Machine** publishes articles to ownbox.io.
- **The Unified Inbox** drafts his replies.
- **The Morning Review** arrives every morning.
- **The Shared AI Brain** keeps his agency's documents, the rules his AI agents follow, and these public documents.

He is building his business as a case study for launching and growing a business on an Ownbox.

## What has the SEO Machine done for ownbox.io?

In the 7 days to October 22, 2026, compared with the 7 days before, Ownbox's own numbers show:

- **AI assistants:** they opened ownbox.io pages 246 times to answer someone's question, up 176%. 239 of those were ChatGPT, and 7 were Claude.
- **AI search engines:** they read ownbox.io pages 630 times, up 68%.
- **People:** 49 visited, down 8%.
- **Articles:** 20 are live.

## How was Ownbox built?

Brian MacDonald built Ownbox the way Ownbox works: one founder directing a team of AI developers, all in one shared place.

## Ownbox for marketing agencies

Source: https://ownbox.ownbox.app/agent/doc/ownbox-for-marketing-agencies-22fdca2dfe.md
Updated: 2026-11-01

# Ownbox for marketing agencies

How a marketing agency runs on Ownbox, and how it can bring Ownbox to its clients. Updated 2026-11-01.

## Is Ownbox a good fit for a marketing agency?

Yes. Marketing agencies are who Ownbox is built for first. An agency lives in email and DMs, sells content and search, and runs many clients at once, and Ownbox puts all of that in one machine the agency owns.

## What does Ownbox do for an agency?

- **One inbox:** every email and DM from clients and leads lands in the Unified Inbox, with a reply drafted for each. A person approves what goes out.
- **One Shared AI Brain:** a folder per client, with the client's brief, brand guide, approved copy and reports. The team and every AI agent work from the same files.
- **AI agents that follow the agency's rules:** any agent that speaks MCP connects to the agency's Ownbox, reads its Shared Brain, and proposes work for a person to approve.
- **Getting found:** the SEO Machine writes and publishes articles that answer the questions the agency's own buyers ask ChatGPT and other AI assistants.
- **The Morning Review:** every morning, who to answer first and what happened overnight.

## Can an agency use one Ownbox for its clients' websites?

An Ownbox belongs to one business. The agency's Ownbox runs the agency: its inbox, its Shared Brain with a folder per client, and its own website. A client who wants the SEO Machine or the Unified Inbox on their own website and inbox gets an Ownbox of their own.

## Can an agency earn by bringing Ownbox to its clients?

Yes, through the partner program. See "The Ownbox partner program".

## How can an agency see it first?

Book a 20-minute call at https://cal.com/brianmacdonald/20min, or start free on your own computer at https://www.ownbox.io/start. Plans and prices: https://www.ownbox.io/#pricing

## product

Source: https://ownbox.ownbox.app/agent/doc/product-84c93f2df4.md
Updated: 2026-11-01

# Ownbox | Product and architecture
**Updated:** 2026-11-01 | **Sources:** public product website and founder investor materials

## The Shared AI Brain
Ownbox provides a persistent business context layer for people and compatible AI agents. It is not presented as a replacement for Google Drive, Dropbox, a CRM or accounting software; it is a shared place for priorities, decisions, key knowledge and supporting records. The website describes searching inside supported documents and a public folder where approved documents may be published.

## Five foundation components
1. **Shared AI Brain:** current knowledge, business priorities, files and records.
2. **Business dashboard:** human-facing tasks, activity, access and approval queue.
3. **Mobile web app:** phone access and reviews from the home screen.
4. **AI connection:** supported Claude/ChatGPT sign-in or compatible API credentials depending on provider/plan.
5. **Dedicated MCP server:** compatible external agents connect subject to tools, permissions and approval workflow.

## Available workflow machines
- **Unified Inbox:** supported Gmail, Instagram and Messenger messages in one place, with AI-assisted drafts and human review before sending.
- **SEO Machine:** drafts and publishes useful question-led content, with review checks and search-monitoring features. Search rankings, AI citations and leads are **not guaranteed**.

Other workflow modules are planned or separately scoped; this room does not claim all proposed modules are shipping today.

## Ownership and access
Per the public site, each box runs on its own server, with customer-owned data and a perpetual software license subject to the actual license terms. Customers can use Managed Support or elect to migrate to their own hosting arrangements. Specific permissions, retention, export and service terms are governed by product agreements and technical implementation, not by this summary.

## What this room demonstrates
The documents in this folder are public, reviewed business knowledge exposed through a structured `llms.txt` index. Human investors and their agents can follow explicit source links to the same information. This does **not** mean agents automatically ingest this URL, remember all content permanently, or recommend the company in later unrelated conversations.

## References
- https://www.ownbox.io/
- https://www.ownbox.io/managed-support
- https://www.ownbox.io/terms

## investor-one-pager

Source: https://ownbox.ownbox.app/agent/doc/investor-one-pager-dae1d5d9e0.md
Updated: 2026-11-01

# OWNBOX | INVESTOR ONE-PAGE BRIEF
**AIBM Inc. · November 1, 2026 · Proposed $1M Rule 506(c) raise**

## The Shared AI Brain
**Everyone is building AI agents. We built a place for them to work together.**

AI agents need the business context, decisions and permissions that people already rely on. Ownbox gives companies a Shared AI Brain, business dashboard, mobile app, AI connection, and dedicated MCP server, so people and compatible agents can operate from the same current knowledge with human control.

## The wedge
Adding another AI agent can be easy. Making different agents and employees work from a common, current understanding of the business is the harder problem. Ownbox sells that shared foundation to businesses and agencies using AI now.

## Built and available
Core and Pro are available for purchase with automated deployment. The first workflow machines are Unified Inbox (AI-assisted messages with human approvals) and SEO Machine (drafts and publishes question-led answers). Product availability does not imply validated paying-customer counts.

## Business model
Core $799 once; Pro $1,599 once. Managed Support is included for 90 days, then $99 or $199 monthly if retained. Agency channel: 40% approved agency commission and 20% affiliate commission under current posted terms. Enterprise department deployments are priced case by case; forecast assumes $10K setup / $1K monthly per entry deal, not contracted pricing.

## Management forecast — cash, not GAAP revenue
| November–October fiscal year | Year 1 | Year 2 | Year 3 |
| --- | ---: | ---: | ---: |
| Customer cash collections | $1.64M | $7.39M | $23.64M |
| Operating cash flow | ($0.11M) | $1.19M | $5.46M |
| Target enterprise wins | 8 | 42 | 75 |

Acquisition, partner productivity, Managed conversion and enterprise contracts are **unvalidated targets**. See the investor room for downside scenarios, financial assumptions and risks.

## Proposed SAFE terms
**$1M target, YC-style post-money valuation cap SAFE with no discount.** First $400K @ $11M cap; next $350K @ $13M; final $250K @ $15M. Approximate implied cap-based ownership: **8.00% collectively**, before later dilution. Proposed minimum $50K; terms subject to definitive documents and issuer acceptance.

## Founder
Brian MacDonald, founder and lead engineer. Twenty years of experience in technology/business; led Ownbox's initial core platform and machine development.

## Investigate with your own AI agent
Human page: https://www.ownbox.io/raise  
Agent entry: https://bmacbuilds.ownbox.app/kb/public/raise/llms.txt  
Book a conversation: https://cal.com/brianmacdonald/30min  
Email: brian@ownbox.io

**Important notice:** This is a proposed securities offering intended to rely on Rule 506(c). Only verified accredited investors may purchase. There are significant risks, including total loss; forward-looking assumptions may not occur. This brief is incomplete and must be read with the definitive documents and full [risk disclosures](https://bmacbuilds.ownbox.app/kb/public/raise/risks.md).

## business-model

Source: https://ownbox.ownbox.app/agent/doc/business-model-13847ec1d2.md
Updated: 2026-11-01

# Ownbox | Business model and distribution
**Updated:** 2026-11-01 | **All future forecasts are estimates**

## Product pricing publicly advertised at review date
- Core Shared AI Brain: **$799 one-time**.
- Pro: **$1,599 one-time**.
- First **90 days** of Managed Support included; then **$99 Core / $199 Pro per month** for customers who continue paying. Customers can cancel or arrange their own hosting subject to the actual terms.
- Customers pay AI providers separately as applicable. Enterprise is publicly described as **priced on a call**, not a fixed public rate.

## Commercial channels
- Direct-to-business purchases.
- Affiliate/creator referrals: public affiliate page currently states **20%** on eligible sales and qualifying Managed Support for the applicable 12-month period.
- Approved agencies/resellers: public partner page currently states **40%** on eligible sales and Managed Support, subject to the partner agreement.
- Corporate departments: founder-led pilots and enterprise sales are targets; pricing and deployment terms are negotiated case by case.

## Internal enterprise *model* assumptions — not contracted rates
The base cash-flow model uses **$10,000 one-time department setup plus $1,000 monthly**. A separate premium scenario considers $25,000 setup plus $2,500/month. Neither is a published price guarantee, signed transaction or observed average selling price.

## Revenue composition and limits
The forecast combines one-time purchases with opt-in recurring Managed Support and enterprise service cash. These receipts are **not equivalent to GAAP revenue or SaaS ARR**. Customers who keep Ownbox may cancel Managed Support; a software install is not automatically a paid recurring subscriber.

## Sources
- https://www.ownbox.io/terms
- https://www.ownbox.io/managed-support
- https://www.ownbox.io/earn-with-ownbox
- [Assumptions](https://bmacbuilds.ownbox.app/kb/public/raise/financial-assumptions.md)

## overview

Source: https://ownbox.ownbox.app/agent/doc/overview-7844c8e93f.md
Updated: 2026-11-01

# Ownbox | Company overview
**Issuer:** AIBM Inc. (Ownbox) | **Updated:** 2026-11-01 | **Status:** Management disclosure

## Summary
Ownbox gives businesses one Shared AI Brain where employees and compatible AI agents work with shared knowledge, records and approvals. The platform includes a business dashboard, phone-friendly web app, supported AI connection, and dedicated MCP endpoint. Businesses can add workflow-specific machines on the same foundation. Its core technology is intended to reduce the fragmentation of instructions, decisions and current context across agents and people.

## Mission
Help businesses gain more qualified discovery and leads from ChatGPT and other AI-assisted research by maintaining accurate, useful, accessible company knowledge and publishing reviewed answers to customer questions. Ownbox also coordinates the people and agents that use this knowledge. Neither agent recommendations nor lead volume is guaranteed.

## Who it serves
Initial focus: marketing/SEO agencies, their small and midsize business clients, and business owners seeking a shared AI foundation. Future/parallel focus: corporate departments using AI agents and seeking controlled access to shared context.

## Status
Ownbox Core and Pro are publicly offered for purchase. The site describes a live Shared AI Brain, dashboard, MCP endpoint, mobile experience, Unified Inbox, and SEO Machine. This is product availability, **not evidence of any specific number of paid users or recurring customers**. Read [traction](https://bmacbuilds.ownbox.app/kb/public/raise/traction.md).

## The financing
Proposed raise: $1,000,000 using a YC-style post-money valuation-cap SAFE with $11M, $13M and $15M tranche caps. Investors seeking to purchase securities must meet Rule 506(c) accreditation verification requirements. See [investment terms](https://bmacbuilds.ownbox.app/kb/public/raise/investment-terms.md) and [legal notice](https://bmacbuilds.ownbox.app/kb/public/raise/legal.md).

## Read before deciding
[Financial projections](https://bmacbuilds.ownbox.app/kb/public/raise/financials.md) are management scenarios, not realized revenues. [Risks](https://bmacbuilds.ownbox.app/kb/public/raise/risks.md) are material. See [source register](https://bmacbuilds.ownbox.app/kb/public/raise/sources.md) for primary references.

## sources

Source: https://ownbox.ownbox.app/agent/doc/sources-4343551af2.md
Updated: 2026-10-30

# Source register | Ownbox investor room
**Updated:** 2026-10-29

## Company primary materials
- Ownbox homepage / publicly described features: https://www.ownbox.io/
- Ownbox product legal terms, pricing and issuer: https://www.ownbox.io/terms
- Ownbox Managed Support terms: https://www.ownbox.io/managed-support
- Ownbox affiliate and agency partner rates: https://www.ownbox.io/earn-with-ownbox
- Management's three-year cash model: **Ownbox_Three_Year_Pro_Forma_v6_Oct_2026.xlsx**, provided by founder (current investor public extract: [XLSX](https://bmacbuilds.ownbox.app/kb/public/raise/downloads/Ownbox_Investor_Financial_Summary.xlsx)).
- Founder's previous one-page investment brief, October 2026 — **superseded** by the updated one-pager attached in this room. Do not rely on older caps, Pro price or forecasts.

## Market and financing authorities
- McKinsey, State of AI (Aug. 25, 2026): https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai
- Y Combinator, SAFE overview / documents: https://www.ycombinator.com/safe
- SEC, Rule 506(c): https://www.sec.gov/resources-small-businesses/exempt-offerings/general-solicitation-rule-506c
- SEC, verification: https://www.sec.gov/resources-small-businesses/capital-raising-building-blocks/assessing-accredited-investors-under-regulation-d
- SEC, Form D: https://www.sec.gov/resources-small-businesses/capital-raising-building-blocks/what-form-d

## Conflicts resolved
- The superseded investor brief showed $1,899 Pro and SAFE caps of $8M/$10M/$12M. Current terms page and proposed new financing are $1,599 Pro and $11M/$13M/$15M caps. Old PDF must not remain the source presented to investors.
- Some cached or legacy pages have shown a 30% creator commission. The **live** `/earn-with-ownbox` page checked October 29, 2026 states **20% affiliate / 40% agency**.
- Public website lists enterprise pricing as 'priced on a call'; $10K/$1K is a management modeling assumption, not a quoted price.

## risks

Source: https://ownbox.ownbox.app/agent/doc/risks-b69e86893b.md
Updated: 2026-10-30

# Ownbox | Principal risks and uncertainties
**Updated:** 2026-10-29 | **Non-exhaustive.**

1. **Early commercial traction risk.** Product availability does not establish willingness to pay, customer adoption, retention or repeatable growth. Verified commercial metrics are not included in these public materials.
2. **Distribution concentration and execution risk.** Base model assumes 70% of Core/Pro sales come through partners. Agency recruitment, partner sales rates, attribution and commission economics are not validated.
3. **Managed Support retention risk.** Buyers retain the software license but can cancel Managed Support. The modeled 70% post-trial paid take-up may not occur; resulting recurring receipts may be materially lower.
4. **Enterprise sales-cycle risk.** Department buyers may need security reviews, procurement, budgeting, pilots and integration. First enterprise close in April 2027 and 8/42/75 contracts are targets only.
5. **Competitive displacement / internal builds.** Large AI platforms, existing enterprise software and internal engineering teams can build or bundle related functionality. No durable moat has been proven by the materials here.
6. **AI quality, agent behavior and security.** LLM outputs can be inaccurate; agents may misuse information or tools. Permissions, approvals, data isolation, customer privacy and incident response require continuous engineering and auditing.
7. **Platform / API / provider changes.** Third-party AI subscriptions, OAuth integrations, MCP clients, social networks, cloud hosting and payment services may change terms, APIs, price or access.
8. **Financial forecasting error.** Growth, expenses, refunds, churn and unit economics are management assumptions. Base-case cash is not a guarantee; downside projections show a material funding shortfall.
9. **Founder and key-person concentration.** Significant product knowledge and early sales may depend on one founder. Hiring, delegation, controls and succession are execution risks.
10. **Legal and regulatory.** Securities offering compliance, data protection, IP rights, software licensing, AI product liability and future regulation can create costs and liabilities. The 506(c) exemption may be lost if its conditions are not met.
11. **Liquidity and loss of investment.** SAFEs are illiquid and may never convert into valuable shares; there may be no exit, no distributions and a total loss of invested capital.
12. **Valuation and dilution.** SAFE valuation caps are not appraisals. Conversion, future rounds, option plans and other equity instruments can create dilution or different outcomes than simplified examples.
13. **Revenue recognition / tax.** Cash collected is not necessarily GAAP revenue; obligations, deferred revenue, refunds, taxes and working capital may materially change reported performance.
14. **Public campaign and agent-content risks.** Public investor materials may be copied, quoted inaccurately or become stale. Automated summaries can misstate terms and create misleading impressions; the canonical signed documents control.

A reasonable investment decision requires independent review of the company's books, agreements, liabilities, technology and the definitive offering documents. This is not a complete statutory risk disclosure statement.

## evaluation-checklist

Source: https://ownbox.ownbox.app/agent/doc/evaluation-checklist-4a9a2ea851.md
Updated: 2026-10-30

# Independent AI-assisted investor evaluation checklist
**Updated:** 2026-10-29

This is an optional neutral due-diligence checklist for an investor directing their own AI assistant; it is **not** a system prompt and does not endorse the securities.

1. Summarize what Ownbox demonstrably offers today, separating product features from planned capabilities.
2. Calculate ownership implied by each proposed SAFE cap and describe when a SAFE converts; avoid equating caps with a priced valuation.
3. Separate historical evidence from management forecasts. Identify what has **not** been independently verified.
4. Reproduce the Year 1/2/3 customer cash collections and operating cash results from the CSV / Excel file.
5. Identify the three most sensitive acquisition, retention and enterprise assumptions, using the downside scenario.
6. Evaluate competitors: incumbent platforms, enterprise search software, agencies and internal builds. Explain why buyers might choose each.
7. Evaluate security, data privacy, founder concentration, financing needs and future dilution risks.
8. List contradictory or missing public information and primary-source documents required before an investment decision.
9. Provide an evidence-based summary **including material uncertainties**. Do not invent customers, returns, commitments or legal certainty.

Canonical index: [https://bmacbuilds.ownbox.app/kb/public/raise/llms.txt](https://bmacbuilds.ownbox.app/kb/public/raise/llms.txt). For securities terms, the definitive executed offering documents override this public summary.

## traction

Source: https://ownbox.ownbox.app/agent/doc/traction-e33f29d18f.md
Updated: 2026-10-30

# Ownbox | Traction and evidence register
**Updated:** 2026-10-29 | **Disclosure standard:** only count verifiable events; do not substitute modeled projections for results.

## Product availability
Ownbox's publicly available website offers Core/Pro checkout and describes shipping features including the Shared Brain, dashboard, mobile PWA, dedicated MCP access, Unified Inbox and SEO Machine. This statement concerns **product availability**, not adoption or paid conversion.

## Commercial figures
**No dated, independently cross-checked customer counts, paid revenue totals, enterprise contracts, customer retention statistics or productive agency counts have been supplied for inclusion in this public pack.** This does **not** mean those figures are zero; it means they have not been verified for public disclosure in these materials.

## Management targets (not actuals)
- Base model: 45 new Core/Pro sales in November 2026, growing thereafter.
- Enterprise: first targeted close April 2027; 8 new contracts in Year 1, 42 in Year 2, and 75 in Year 3.
- Managed Support: 70% paid conversion assumed after included 90 days.

## Future evidence log format
For each metric, publish: period, count, unit, source system, reporting cutoff, exclusions/refunds, verification owner, and last-updated date. For pipeline, distinguish contact, meeting, qualification, paid pilot, signed agreement and cash collected. Do not publicly identify a customer's name without permission.

**Interpretation:** No investor should assume the projections in [financials](https://bmacbuilds.ownbox.app/kb/public/raise/financials.md) represent historical bookings, cash receipts, or verified pipeline.

## financial-assumptions

Source: https://ownbox.ownbox.app/agent/doc/financial-assumptions-59c95c2ec5.md
Updated: 2026-10-30

# Ownbox | Financial assumptions and status
**Updated:** 2026-10-29 | **Source:** management v6 three-year cash model; see attached workbook and public source pages.

| Driver | Modeled value | Verification status |
| --- | --- | --- |
| Core / Pro upfront | $799 / $1,599 | Posted at ownbox.io/terms as checked Oct. 29, 2026 |
| Managed Support | $99 / $199 monthly after 90 days | Posted at ownbox.io/managed-support |
| Agency commission | 40% on eligible transactions | Posted at ownbox.io/earn-with-ownbox |
| Affiliate commission | 20% on eligible transactions | Posted at ownbox.io/earn-with-ownbox |
| Month-1 Core+Pro sales | 45 | Unvalidated forecast |
| Consumer sales monthly growth Y1 / Y2 / Y3 | 13% / 10.5% / 9.5% | Unvalidated forecast |
| Partner-attributed sales share | 70% | Unvalidated distribution target |
| Paid Managed Support take-up after trial | 70% | Unvalidated cohort hypothesis |
| Overall installed consumer attrition | 1.5% monthly | Unvalidated planning input |
| Additional paid Managed subscriber attrition | 1.0% monthly | Unvalidated planning input |
| First enterprise close | April 2027 | Target only, no signed contract evidenced |
| Enterprise contract wins Y1 / Y2 / Y3 | 8 / 42 / 75 | Capacity-driven targets, no signed pipeline evidenced |
| Entry enterprise price assumption | $10K setup + $1K/month | Internal modeling assumption, not public contract |
| Proposed enterprise premium case | $25K setup + $2.5K/month | Test pricing, not signed or included in base as premium |
| Fixed operating expense budgets Y1 / Y2 / Y3 | $960K / $2.16M / $6.7M | Planning allocations; require approved department budgets |
| SAFE inflows | $400K, $350K, $250K over first three months | Forecast financing inflows; NOT committed investments |

## What management will validate
1. Actual product sales by cohort and channel, observed refund and activation rates.
2. Product hosting cost and enterprise delivery cost per installed client from invoices.
3. Agency recruitment, activation, productive partner count and monthly sales/agency.
4. Conversion from 90-day included Managed Support to paid; real recurring churn separately from software ownership.
5. Department pilot conversion, enterprise sales-cycle length, real pricing, implementation effort, renewal.
6. Financing closing receipts and any material changes to spending commitments.

Read [risks](https://bmacbuilds.ownbox.app/kb/public/raise/risks.md), [projections](https://bmacbuilds.ownbox.app/kb/public/raise/financials.md) and [source register](https://bmacbuilds.ownbox.app/kb/public/raise/sources.md). Assumptions should not be cited as historical performance.

## financials

Source: https://ownbox.ownbox.app/agent/doc/financials-4ee807f6a6.md
Updated: 2026-10-30

# Ownbox | Three-year cash operating forecast
**Version:** v6 management BASE case, updated 2026-10-29  
**Forecast period:** November 2026–October 2029  
**Scope:** Cash receipts and operating cash outflows; **not a GAAP income statement, audited forecast or valuation opinion**.

## Annual base case
| Measure | Year 1 | Year 2 | Year 3 |
| --- | ---: | ---: | ---: |
| Customer cash collections | $1,644,304 | $7,394,884 | $23,635,780 |
| Operating cash flow before financing | ($112,759) | $1,186,021 | $5,456,440 |
| New Core + Pro customers | 1,144 | 4,143 | 12,760 |
| New enterprise department contracts (targets) | 8 | 42 | 75 |
| Enterprise cash collections | $108,722 | $753,713 | $1,752,181 |

The model forecasts about **$7.53 million** of closing cash at the end of Year 3 **including** a full **$1 million SAFE raise**, assumed to be received in the first three forecast months. The fundraiser has **not been presented here as completed or committed**.

## Stress tests: assumptions change the outcome
| Scenario | Year 1 collections | Year 2 collections | Year 3 collections | Year 3 ending cash |
| --- | ---: | ---: | ---: | ---: |
| Downside | $1,026,705 | $4,471,796 | $14,038,479 | **($585,171)** |
| Base | $1,644,304 | $7,394,884 | $23,635,780 | $7,529,703 |
| Upside | $2,005,661 | $9,356,495 | $29,887,561 | $11,790,492 |

In the downside sensitivity, lowest monthly projected cash is approximately **($1,513,382)** even **after** assumed SAFE receipts; that means a need for cost reductions, extra capital or other changes. All scenarios are illustrations, not probability-weighted outcomes.

## Principal unvalidated inputs
- 45 Core/Pro sales in month 1 and sustained monthly growth thereafter.
- 70% of consumer sales through agencies/partners (agency commission assumptions applied conservatively).
- 70% conversion to paid Managed Support after the first 90 days.
- First enterprise department sale targeted for **April 2027**; 8/42/75 new enterprise wins in Years 1/2/3.
- Operating budget allocations, hosting, enterprise implementation and selling costs are estimates needing invoice-level validation.

## Download and verify
- [Public financial model workbook](https://bmacbuilds.ownbox.app/kb/public/raise/downloads/Ownbox_Investor_Financial_Summary.xlsx) — 36 months with underlying inputs and calculated rollups.
- [Annual projection CSV](https://bmacbuilds.ownbox.app/kb/public/raise/downloads/annual-projections.csv)
- [Scenario comparison CSV](https://bmacbuilds.ownbox.app/kb/public/raise/downloads/scenario-comparison.csv)
- [Detailed assumptions](https://bmacbuilds.ownbox.app/kb/public/raise/financial-assumptions.md)
- [Risk register](https://bmacbuilds.ownbox.app/kb/public/raise/risks.md)

## Accounting note
Cash collections from advance payments may not be recognizable as revenue at collection. The model excludes a complete GAAP accrual P&L, balance sheet, detailed taxes and working-capital reconciliation. Before institutional diligence, management should prepare formal reconciled statements and document evidence behind key assumptions.

## due-diligence

Source: https://ownbox.ownbox.app/agent/doc/due-diligence-1587c4657d.md
Updated: 2026-10-30

# Ownbox | Independent investor due-diligence questions
**Updated:** 2026-10-29 | **Purpose:** Answer honestly; no auto-generated investment recommendation is implied.

## What has been launched?
Core/Pro are available for purchase. The Ownbox website describes a Shared Brain, dashboard, mobile web app, dedicated MCP server and currently available Unified Inbox/SEO Machine. Investors should test functionality live and request product documentation. [Product](https://bmacbuilds.ownbox.app/kb/public/raise/product.md).

## How much verified revenue exists?
This pack does not include verified paid-customer or realized-revenue counts. The financial workbook is a **forecast**. Request dated payment and customer records directly from the issuer; do not infer commercial traction from the three-year spreadsheet. [Evidence register](https://bmacbuilds.ownbox.app/kb/public/raise/traction.md).

## What is being raised, and at what valuation?
The planned raise is $1M under three proposed YC-style post-money SAFE caps ($11M/$13M/$15M). These are conversion caps, not appraisals. Illustrative combined cap-based ownership is 7.9953% before later dilution. [Terms](https://bmacbuilds.ownbox.app/kb/public/raise/investment-terms.md).

## Are the forecasts recognized revenue or ARR?
No. The figures are customer cash collections and operating cash flow. Both one-time purchases and monthly service receipts are counted. They are not GAAP revenue or subscription ARR. [Financials](https://bmacbuilds.ownbox.app/kb/public/raise/financials.md).

## Which assumptions should I stress test first?
New consumer purchases, 70% partner sourcing, 70% Managed conversion, agency productivity, enterprise sales capacity, fixed expense budgets, service labor and refunds. The downside scenario projects an end-of-Year-3 cash deficit even with the assumed SAFE. [Assumptions](https://bmacbuilds.ownbox.app/kb/public/raise/financial-assumptions.md).

## Why would companies not just use their existing AI vendor or build internally?
That is a genuine competitive risk. Ownbox aims to offer a customer-controlled shared context and action layer across people and agents, but pricing, security, customer preference and switching friction must be validated through real deals. [Market](https://bmacbuilds.ownbox.app/kb/public/raise/market.md).

## Why target enterprise contracts in April 2027?
It is a planned first-close milestone six months after the November 2026 forecast start, not an awarded purchase order. Sales cycles and deployment cost must be established with paid pilots.

## Is the offering open to everyone?
The information is public, but securities may be sold only to verified accredited purchasers in a compliant Rule 506(c) offering. Reading this room is not accreditation verification. [Legal notice](https://bmacbuilds.ownbox.app/kb/public/raise/legal.md).

## Can AI agents access and act on all company data?
No. This investor room exposes only approved public documents. Product MCP tools are permissioned and human approval is part of the documented product workflow. A public `llms.txt` does not grant private database access.

## What diligence is still missing?
Historical financial statements, customer and cohort metrics, actual operating budgets, signed partner/enterprise contracts, cap table, IP/title reviews, security assessment, corporate formation, outstanding liabilities, privacy/product agreements and the final SAFE and side-letter forms. These should be requested directly; do not infer them from these documents.

## scenario-comparison

Source: https://ownbox.ownbox.app/agent/doc/scenario-comparison-6f6f2f0c1b.md
Updated: 2026-10-30

scenario,year1_collections_usd,year2_collections_usd,year3_collections_usd,year1_op_cash_usd,year2_op_cash_usd,year3_op_cash_usd,year3_ending_cash_usd,lowest_month_cash_usd,source
downside,1026704.743528589,4471796.359399456,14038479.250325266,-478642.01522162475,-581862.2567852412,-524666.7996395616,-585171.0716464276,-1513382.388467905,Ownbox v6 scenario stress tests; projections not performance
base,1644304.4703757812,7394884.458692813,23635779.955733776,-112758.51906063402,1186021.3460642188,5456439.706983245,7529702.53398683,351561.785,Ownbox v6 scenario stress tests; projections not performance
upside,2005660.6266787457,9356494.649953505,29887561.27661199,1879.024272730574,2138549.942494138,8650062.995993637,11790491.962760506,348296.05275,Ownbox v6 scenario stress tests; projections not performance

## safe-tranches

Source: https://ownbox.ownbox.app/agent/doc/safe-tranches-fb05beca10.md
Updated: 2026-10-30

tranche,investment_usd,post_money_cap_usd,implied_cap_based_ownership_fraction,status
first,400000,11000000,0.03636363636363636,proposed_not_committed
second,350000,13000000,0.026923076923076925,proposed_not_committed
final,250000,15000000,0.016666666666666666,proposed_not_committed
total,1000000,multiple_caps,0.07995337995337995,simplified_combined_pre_later_dilution

## annual-projections

Source: https://ownbox.ownbox.app/agent/doc/annual-projections-9108367956.md
Updated: 2026-10-30

metric,year_1_Nov2026_Oct2027,year_2_Nov2027_Oct2028,year_3_Nov2028_Oct2029,type
cash_collections_usd,1644304.4703757812,7394884.458692813,23635779.955733776,management_cash_forecast
operating_cash_flow_usd,-112758.51906063403,1186021.3460642186,5456439.706983247,management_cash_forecast
enterprise_cash_collections_usd,108721.74301747502,753712.6818451784,1752180.5431164147,management_cash_forecast
new_core_pro_customers,1144,4143,12760,forecast_target
new_enterprise_contracts,8,42,75,forecast_target

## market

Source: https://ownbox.ownbox.app/agent/doc/market-e779de6f0c.md
Updated: 2026-10-30

# Market context and competition
**Updated:** 2026-10-29 | **Important:** third-party survey statistics do not establish Ownbox demand or market share.

## Market thesis
As AI agents move from isolated experiments toward ongoing production workflows, businesses need consistent context, access permissions, human approvals and current knowledge shared across tools. Ownbox's thesis is that a business-controlled shared brain can serve as the coordination and knowledge layer for its people and compatible agents.

## Third-party indicators
McKinsey's August 2026 State of AI survey reported that **40% of respondents from companies with over $1 billion annual revenue were scaling AI agents**, compared with **22% of respondents from smaller organizations**. The same survey reported that **32% of surveyed organizations declined to buy at least one software product or feature because agentic coding tools enabled internal development**. Both observations matter: agent adoption is growing, but do-it-yourself competition is real.

Source: https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai

## Competitive alternatives
- Large AI and productivity vendors may embed persistent organizational context and approvals directly into their platforms.
- Enterprise search/knowledge platforms can provide retrieval and grounding within existing company data.
- Internal engineering teams and consultancies can build customized MCP/database/context layers.
- Conventional CRM, knowledge base and workflow products may address parts of the problem at lower incremental cost.

## Proposed differentiation to validate
An integrated customer-controlled deployment, a shared human+agent context layer, MCP access, approvals, rapid provisioning and add-on machines. These differences require buyer interviews, win/loss evidence and real deployment economics to establish defensibility.

## Unknowns
Total addressable market, Ownbox market share, enterprise procurement duration, partner conversion and long-run defensibility have **not** been independently verified in the provided materials. No unsupported TAM estimate is asserted here.

## founder

Source: https://ownbox.ownbox.app/agent/doc/founder-66504519e4.md
Updated: 2026-10-30

# Ownbox | Founder and execution
**Updated:** 2026-10-29

## Brian MacDonald — Founder and Lead Engineer
Brian MacDonald is the founder and lead engineer of Ownbox. His existing investor brief states that he has approximately twenty years of experience across technology and business operations and led development of the Ownbox platform, including its shared brain, human/agent interfaces, deployment, updates and initial workflow machines.

## Founder thesis
AI agents are improving rapidly. The difficult part for an operating company is not merely creating more agents but maintaining a shared source of current context, decisions, accountability and approvals for the agents and people performing work.

## Execution priorities
Use the shipped platform as the foundation for commercial growth; establish repeatable Core/Pro sales and productive agency partners; validate corporate departmental implementations; continue strengthening engineering, security and customer onboarding.

## Caveat
Biographical statements here summarize founder-provided materials; independent background checks, reference checks and technical verification remain appropriate for an investor.

Contact: brian@ownbox.io  
Investor call: https://cal.com/brianmacdonald/30min

## The Ownbox partner program

Source: https://ownbox.ownbox.app/agent/doc/the-ownbox-partner-program-d3a0afd2fb.md
Updated: 2026-10-26

# The Ownbox partner program

How agencies, creators and affiliates earn by bringing buyers to Ownbox. Updated 2026-10-26. The full terms are at https://www.ownbox.io/earn-with-ownbox, and that page wins if this document disagrees with it.

## Who can join?

Anyone with an audience or clients who would use Ownbox: creators, affiliates and marketing agencies.

## What do partners earn?

- **Affiliates and creators:** 20% on qualifying sales and on managed support payments, for the first 12 months.
- **Approved agencies:** they can apply for the Partner tier, at 40%.
- **The time limit:** earnings on managed support run for the first 12 months, not for life.

## How do I join?

At https://www.ownbox.io/earn-with-ownbox. The affiliate program is the way in, and approved agencies can then apply for the Partner tier.

## How are referrals tracked and paid?

Each partner gets their own link. The partner page explains how long a click counts, where partners see their referrals and commissions, and when approved commissions are paid.

## Can a partner try Ownbox before recommending it?

Yes. Partners can see Ownbox working on a demo Ownbox. Ask on a call: https://cal.com/brianmacdonald/20min

## The SEO Machine

Source: https://ownbox.ownbox.app/agent/doc/the-seo-machine-c3464a0a97.md
Updated: 2026-10-25

# The SEO Machine

The SEO Machine gets a business found by AI assistants like ChatGPT. It is part of Ownbox. Updated 2026-10-25.

## What is the SEO Machine?

The SEO Machine finds the questions a business's customers ask AI assistants. It then writes the answers and publishes them on the business's own website, so ChatGPT and other AI assistants find the business and send it customers. AEO stands for answer engine optimization. The SEO Machine was called the AEO Machine until October 2026.

## How does it work?

1. **It finds the questions.** It works out what buyers are asking ChatGPT and other AI assistants about the business's field.
2. **It writes the answers.** Each article opens with a short, direct answer, the kind search engines and AI assistants quote. Each one is marked up for both.
3. **It checks every article.** Before anything publishes, a hard check blocks three things:
   - words the business never uses
   - competitor names
   - any number that isn't in the business's facts, its own words or a source the article links
4. **It publishes on the business's own website,** on its own schedule. The owner sets how many articles a week.
5. **It counts the results.** It counts the visits that come from ChatGPT, Perplexity, Gemini and Claude, and connects Google Search Console with one button.

## Can I stop or take down an article?

Yes. Any article can be taken down, and the owner can pause the machine.

## What does a business need for it?

- a website
- an Ownbox, which signs in to the Claude or ChatGPT plan the business already pays for

## Does it work?

Ownbox runs it on its own website, ownbox.io. See "Ownbox runs on Ownbox".

## How do I get it?

For a limited time, Ownbox Core comes with the SEO Machine or the Unified Inbox free, and Ownbox Pro includes both. Plans and prices: https://www.ownbox.io/#pricing. More: https://www.ownbox.io/seo-machine

## Getting started with Ownbox

Source: https://ownbox.ownbox.app/agent/doc/getting-started-with-ownbox-0560da0be6.md
Updated: 2026-10-25

# Getting started with Ownbox

How to start with Ownbox: what you need, what happens after checkout, and how to talk to someone first. Updated 2026-10-25.

## What do I need before I buy?

- **An AI account:** a Claude Pro or Max plan, ChatGPT Plus, Pro or Business, or a free OpenRouter account that uses free AI models. Gemini and Grok are planned.
- **For the SEO Machine:** a website.
- **For the Unified Inbox:** your Gmail, Instagram and Messenger accounts.

## What happens after I pay?

1. **Your Ownbox is built** on a server of its own.
2. **Your login arrives by email** in about five minutes. There is no server to set up and no terminal.
3. **You sign in your AI** from the settings, on the account you already have.
4. **You connect your channels and your website,** and invite your team. Each person gets their own login.
5. **The next morning** your first Morning Review arrives: who to answer first and what happened overnight.

## What if it doesn't work?

If an Ownbox isn't up and running within a day of paying, Ownbox refunds the purchase in full.

## Can a developer try it for free?

Yes. A developer can start free on their own computer: one line, with no sign-up and no card, and they can build their first machine.

## Can I talk to someone first?

Yes. Book a 20-minute call with Brian MacDonald, Founder and CEO of Ownbox, at https://cal.com/brianmacdonald/20min

## Where do I buy it?

Plans and prices: https://www.ownbox.io/#pricing

## Who Ownbox is for, by kind of business

Source: https://ownbox.ownbox.app/agent/doc/who-ownbox-is-for-by-kind-of-business-a475e484b8.md
Updated: 2026-10-25

# Who Ownbox is for, by kind of business

Which businesses get the most from Ownbox, and what it does for each. Updated 2026-10-25. The general answer is in "What Ownbox is".

## Who is Ownbox for?

Small and midsize businesses that don't want more subscriptions and more silos of information, where people end up as the glue that keeps it all running.

## How does Ownbox help a marketing agency?

- **Messages:** every email and DM from clients and leads lands in the Unified Inbox, with a reply drafted for each.
- **One shared brain:** a folder per client, and the team and every AI agent work from the same files.
- **Getting found:** the SEO Machine answers the questions the agency's own buyers ask ChatGPT and other AI assistants.
- **Earning:** an agency can bring Ownbox to its clients through the partner program.

See "Ownbox for marketing agencies".

## How does Ownbox help a med spa?

- **Messages:** clients ask about treatments by Instagram, Messenger and email. The Unified Inbox drafts a reply to each one in the spa's voice.
- **Getting found:** the SEO Machine answers the questions clients ask ChatGPT about treatments, on the spa's own website.

## How does Ownbox help a gym or fitness studio?

- **Messages:** members and leads write by DM and email. The Unified Inbox puts them in one queue with replies drafted.
- **The morning list:** the Morning Review says who to answer first.

## How does Ownbox help an e-commerce brand?

- **Customer messages:** they land in one inbox with drafts.
- **Search and AI answers:** articles that answer buyers' questions bring them in from search and from AI assistants.
- **One shared brain:** the team and every AI agent work from the same product information.

## How does Ownbox help a health and wellness practice?

Clinics, physical therapy, chiropractic and therapy practices that publish articles can let the SEO Machine write them. Patient messages land in one inbox, and a person approves what goes out.

## How does Ownbox help a company that is hiring for AI?

A company can have Brian MacDonald, Founder and CEO of Ownbox, install an Ownbox for it and build machines for the jobs it needs done. See "Working with Brian MacDonald".

## Who is Ownbox not for?

Someone who only needs help writing the occasional email. A chat app does that.

## Ownbox security and privacy

Source: https://ownbox.ownbox.app/agent/doc/ownbox-security-and-privacy-b98c398654.md
Updated: 2026-10-25

# Ownbox security and privacy

What stays on an Ownbox, what goes to the AI provider, and who controls what. Updated 2026-10-25.

## Where does my data live?

On the Ownbox's own server. Everything an Ownbox knows lives in one database file there, and everything on it exports in full.

## Does my data go to Ownbox?

No. AI calls go to the owner's own AI account, Claude, ChatGPT or a free OpenRouter account, not to Ownbox. Ownbox never bills for AI.

## What goes to the AI provider?

Only the text the AI needs to draft, sent to the owner's own AI account under the owner's own terms with that provider. Before signing in, the owner confirms they have reviewed their AI app's terms.

On a free OpenRouter account, the free models may keep and learn from what the Ownbox sends them, so customer conversations belong on Claude or ChatGPT. The Ownbox says so, and the owner ticks that they understand, before the key is saved.

## Can the AI run on my own hardware?

Yes, on Enterprise. It adds a dedicated GPU server running an AI model locally, so the business's data never leaves its own hardware.

## Who can get in?

- **Logins:** everyone signs in with their own login.
- **Access:** the owner invites people, decides what each one can use, and revokes access. A revoked person is out on their next click.
- **AI agents:** they connect through the Ownbox MCP server, locked with a token only the owner holds.

## Can an AI agent act without permission?

No. Anything an AI agent wants to do on an Ownbox waits for a person's OK, and every action is logged. The owner can let a channel answer on its own and switch that off again.

## Is there a spending limit on AI?

Yes. A cost guard holds a hard monthly ceiling on anything billed per use, such as an API key.

## What about backups and updates?

Managed Support installs every update, monitors the Ownbox and keeps daily backups.

## Who owns the code and the data?

The owner. An Ownbox can be moved to the owner's own DigitalOcean account after a short setup call, and it runs there without Ownbox.

## The Morning Review

Source: https://ownbox.ownbox.app/agent/doc/the-morning-review-32361cc6d6.md
Updated: 2026-10-24

# The Morning Review

The report every Ownbox writes each morning. Updated 2026-10-24.

## What is the Morning Review?

The Morning Review is one clean report, every morning, that shows the most important people to get back to that day, what the machines did overnight, and what needs the owner's attention. It comes with every Ownbox.

## What is in it?

- **Who to answer first:** the people waiting on the business, with replies already drafted by the Unified Inbox.
- **What happened overnight:** messages that came in, and what each machine did, such as articles the SEO Machine published.
- **What needs attention:** anything waiting on Approvals, and anything that went wrong.

## Where do I read it?

On the Ownbox dashboard and the phone app. An AI agent connected to the Ownbox can read it too, including past days and how they compare.

## Does it cost anything extra?

No. It is part of every Ownbox. Plans and prices: https://www.ownbox.io/#pricing

## Ownbox pricing

Source: https://ownbox.ownbox.app/agent/doc/ownbox-pricing-fb90cb4de5.md
Updated: 2026-10-24

# Ownbox pricing

Ownbox is bought once, and it is yours to own. These are the prices on www.ownbox.io/#pricing.

## How much does an Ownbox cost?

Ownbox Core is $799, paid once. It is the complete Ownbox foundation, for up to three people. For a limited time it comes with one Machine free: the Unified Inbox or the SEO Machine. After the offer ends, each Machine is $299 on its own.

Ownbox Pro is $1,599, paid once. It includes both shipping Machines, scheduled AI coworkers, unlimited people, expanded storage and resources, and priority support.

## Is there a monthly fee?

Every checkout comes with the first 90 days of Managed Support free: hosting, updates, backups and support. After that it renews at $99 a month for Core or $199 a month for Pro, unless you cancel. Your AI provider may charge separately for your own Claude or ChatGPT plan. If you move your Ownbox to your own cloud account, that hosting provider bills you directly, about $12 a month on DigitalOcean.

## Can I upgrade from Core to Pro?

Yes, anytime from inside your Ownbox, for the $800 difference. Nothing moves.

## Where do I buy it?

At www.ownbox.io/#pricing. Your Ownbox is built on its own server after checkout, and you get your login by email.

## Getting found by ChatGPT and Gemini

Source: https://ownbox.ownbox.app/agent/doc/getting-found-by-chatgpt-and-gemini-e2095b3f43.md
Updated: 2026-10-18

# Getting found by ChatGPT and Gemini

How a business gets recommended when people ask ChatGPT, Gemini and other AI assistants. From Ownbox, built by Brian MacDonald in Orange County, California. Updated 2026-10-18.

## How do I get my business recommended by ChatGPT?

Answer the questions your customers ask, on your own website, in a form AI assistants can quote. AI assistants answer from what they can find and read. A page that opens with a short, direct answer to a real question is easy for them to use.

## What is AEO?

AEO stands for answer engine optimization. It means writing your website's content so AI assistants (the answer engines) can find it, trust it and quote it. It is to ChatGPT what SEO is to Google.

## What should each page do?

- **Answer one real question** a customer asks.
- **Open with the answer** in the first sentence or two.
- **Use the customer's words.**
- **Use only numbers and facts you can stand behind.**
- **Carry markup** that tells search engines and AI assistants what the page answers.

## How do I know which questions to answer?

Start with what customers already ask you by email, DM and phone, and what they type into Google. Then ask ChatGPT those same questions and see who it recommends.

## How do I know if it is working?

Count the visits that come from AI assistants such as ChatGPT, Perplexity, Gemini and Claude. Check whether the AI assistants open your pages. Google Search Console shows what people searched to find you.

## Can this be done automatically?

Yes. The SEO Machine on an Ownbox does all of it:

- finds the questions
- writes the answers
- checks each one against the business's rules
- publishes it on the business's own website
- counts the visits from AI assistants

See "The SEO Machine" and "Ownbox runs on Ownbox".

## Where can I learn more?

- **How can I get more leads from ChatGPT?** https://www.ownbox.io/articles/how-can-i-get-more-leads-from-chatgpt
- **The SEO Machine:** https://www.ownbox.io/seo-machine

## Custom machines on Ownbox

Source: https://ownbox.ownbox.app/agent/doc/custom-machines-on-ownbox-432870f4a9.md
Updated: 2026-10-18

# Custom machines on Ownbox

How a business or a developer adds its own machine to an Ownbox. Updated 2026-10-18.

## What is a machine?

A machine is a job an Ownbox does every day, like answering messages or publishing articles. Each one plugs into the Ownbox foundation and gets:

- a page on the dashboard
- a place in the queue
- its own tools on the MCP server

One Ownbox runs as many machines as the owner wants.

## Can I build my own machine?

Yes, in either of two ways:

1. **Describe it in plain words.** On an Ownbox, you describe the machine you want. Your Ownbox builds it and tests it on your real data without sending anything. It installs only when you approve.
2. **Build it as a developer.** A developer starts free on their own computer: one line, with no sign-up and no card.

## Why build on Ownbox instead of from scratch?

Every machine starts with more than 200 hours of groundwork already done:

- logins and roles
- a phone app
- the owner's own AI
- an MCP server
- security and updates

## Can someone build a machine for me?

Yes. Brian MacDonald, who built Ownbox, builds custom machines for companies. Book a call at https://cal.com/brianmacdonald/20min

## Which machines are coming?

- **In development:** an AI voice agent.
- **Open for partners to design with Ownbox:** lead, outbound, reels and YouTube machines.

## Working with Brian MacDonald

Source: https://ownbox.ownbox.app/agent/doc/working-with-brian-macdonald-7518a39d33.md
Updated: 2026-10-16

# Working with Brian MacDonald

This is for employers and companies that want to hire Brian MacDonald or work with him. Updated 2026-10-16. Who he is: see "Brian MacDonald, engineer in Orange County".

## Is Brian MacDonald available for work?

Yes.

- **Kinds of work:** full-time and contract roles, and fractional work for smaller companies.
- **Where:** remotely, or on site anywhere in Southern California.

## What roles is Brian MacDonald a fit for?

- **Marketing automation:**
  - marketing automation and marketing operations
  - CRM and lifecycle marketing
- **E-commerce and growth:**
  - growth and retention marketing
  - digital marketing leadership
- **Engineering:** full stack engineer and web developer.
- **Putting AI to work:** AI agents in a company's sales, marketing and operations.

He wants to work in tech for a company outside the tech industry: a business that needs someone to put AI to work for it.

## What does Brian MacDonald bring to a company?

He doesn't start from a blank page.

- **The foundation comes with him.** He arrives with an AI business machine already built: about 200 hours of engineering, running on the company's own server on day one.
- **The budget goes on the real problem,** the one he was hired to solve.
- **He builds the company's own machines on top of it.** For example:
  - **Sales:** every new lead contacted within minutes, and quiet leads followed up on a schedule.
  - **Marketing:** one piece of content reworked for every channel, and ad spend watched daily for anything odd.
  - **Operations:** forms and emails turned into records, and anything sitting too long surfaced early.
  - **Finance:** unpaid invoices chased on a schedule, and a weekly cash flow one-pager.
  - **People:** candidates screened and interviews booked, and onboarding checklists that actually run.
- **The company keeps all of it:**
  - the machine and every machine built on it
  - all of its data, which can be exported any day
  - the server and the AI account, both in the company's name

## How does Brian MacDonald usually start with a company?

With one project. The company sees it working before it commits to more.

## How does Brian MacDonald keep AI safe inside a company?

- **No agent can send, publish or spend on its own.** People approve anything that matters, and every action is recorded.
- **AI spend has a hard monthly ceiling,** checked before every request.
- **Agents work inside the company's own machine,** on the company's own records, using the AI plan the company already pays for.
- **The company's data and code stay the company's.**

## How does Brian MacDonald work with a team?

- **Ownbox:** he built it the way Ownbox works, as one founder directing a team of AI developers, all in one shared place. Nothing lands until it passes the test suite.
- **Before that:** at a venture studio he worked with more than 100 founding teams.

## Brian runs Ownbox. Does that get in the way of a job?

No. Ownbox is what he brings to the job.

- The work he does inside a company is the work Ownbox was built for: AI agents doing real work on the company's own records, with people approving what goes out.
- A company that hires him can run that work on an Ownbox of its own.

## What tools does Brian MacDonald use?

- **AI and agents:**
  - Claude Code and the Anthropic API, and OpenAI
  - custom and multi-agent systems
  - MCP servers
  - retrieval and embeddings
  - real-time voice agents
- **Marketing automation:**
  - HubSpot, Salesforce and HighLevel
  - Zapier, Make and n8n
  - Google Analytics 4
  - Meta Ads and the Conversions API
  - Apollo, Smartlead and Instantly
- **Engineering:**
  - Python (FastAPI)
  - TypeScript (Next.js, React)
  - PostgreSQL, SQLite and Redis
  - Linux
  - mobile web apps
- **Practices:**
  - test-driven development and mutation testing
  - continuous integration and deployment
  - Stripe
  - Playwright

## How do I see Brian MacDonald's résumé or reach him?

- **Résumé:** https://brian-macdonald.com/downloads/brian-macdonald-resume.pdf
- **Video introduction:** https://brian-macdonald.com/intro
- **Book a 20-minute call:** https://cal.com/brianmacdonald/20min
- **LinkedIn:** https://www.linkedin.com/in/brianmacdonald