Investor deck
Open source. Public alpha.

AI changed who writes code. Kin changes what they build on.

A new code repository built around connected software.

Investor discussion01 / 12

The problem

The same map
gets rebuilt.

Change a shop's discount rule. The cart, checkout and receipt may share the same code.

Find the codeTrace connectionsReview the change

The next agent and reviewer can repeat that investigation.

A shared discount rule connected to cart, checkout and receipt.An illustration of software relationships, not captured Kin output.Discount ruleCartCheckoutReceiptA shared discount rule connected to cart, checkout and receipt.An illustration of software relationships, not captured Kin output.Discount ruleCartCheckoutReceipt
Illustrative software relationships. Not a Kin result.
Investor discussion02 / 12

The solution

Keep the map
with the code.

Kin keeps code, recorded relationships and history in one inspectable repository.

The code and its recorded structure move through commits and branches together.

Build from a persistent record.
Not only the current session.

The same software map, kept in the Kin repository.People and AI agents access one repository. Inside it, a discount rule connects to cart, checkout and receipt, alongside change history. This is an illustration, not captured product output.PeopleAI agentsKin repositoryDiscount ruleCartCheckoutReceiptCode + connections + history
Illustrative model. Supported tools still use files.

Repository model from supplied founder deck. Kin can miss connections; compilers, tests and review still matter.

Investor discussion03 / 12

Why now

AI adoption is widespread.
Confidence still takes work.

Adoption

90%

of surveyed technology professionals use AI at work.

DORA 2025 / 2026 analysis

Confidence

46%

of respondents distrust the accuracy of AI output.

Stack Overflow / 2025

Review burden

85%

agree AI shifted the bottleneck to reviewing and validating code.

GitLab / The Harris Poll / 2026

Generating a change is not the same as establishing confidence in it.

Different surveys, questions and populations. These indicators are not a combined statistic. Sources and scope in A5.

Investor discussion04 / 12

Product evidence

Ask the repository
what connects.

8

Recorded callers.

One React helper connects to input, select and text-area code.

Kin v0.7.3
React 9b7a0d40

Capture and limits
Recorded React queryPrepared graph
kin refs getToStringValue --kind calls

ReactDOMInput.js

hydrateInput
initInput
updateInput

ReactDOMSelect.js

hydrateSelect
updateOptions

ReactDOMTextarea.js

hydrateTextarea
initTextarea
updateTextarea

Recorded callers, regrouped by file. Not a new live run.

Supplied September 7 deck, p. 8. Single-commit snapshot; call coverage partial. Full provenance and capture limitations in A1.

Investor discussion05 / 12

The distinction

Context beside Git.
Or part of the repository.

Git + separate context

Git repositoryFiles and commit history
Derived code contextA separate record of the code

People and agents query the derived record.

Kin's repository model

One versioned recordCode, recorded connections
and history, together
Commits and branches include the structure.

People and agents query repository state.

The bet: a shared software record that stays with the revision being changed.

Indexes can be persistent and revision-aware. Selected models, not a performance ranking. Product examples and official sources in A5.

Investor discussion06 / 12

Market and entry

Start where context
already costs time.

Initial target hypothesis

AI-heavy teams.
20 to 200 engineers.

Buyer
VP Engineering or platform lead.
Trigger
Agent-driven changes outpace review capacity.
First workflow
Shared-code changes in one supported repository.

The scale of the workflow

43.2M

pull requests merged per month on GitHub in 2025.

Workflow volume, not Kin's market size.

One engineer and their agent.
One recurring change.
Beside the existing Git workflow.

GitHub Octoverse 2025. Narrowed segment proposed in the review. Bottom-up sizing and pricing tests in A3.

Investor discussion07 / 12

The business

Earn the developer.
Become the team's shared record.

Available todayPublic alpha

Kin

Local repository and graph queries.
CLI, editor and MCP access.
No hosted account required.

KinLab / in developmentProposed paid scope

KinLab

Shared repository state.
Team access and permissions.
Persistent change evidence.

Pricing experiment

Active-developer subscription or team fee plus usage.
Test willingness to pay through fixed-scope paid evaluations.

Local Kin is Apache-2.0. Hosted paid scope and pricing are design-partner hypotheses, not available self-service features.

Investor discussion08 / 12

Progress

The alpha is built.
Now earn repeat use.

6 months

Founder-built public alpha.

Native repository operations.
Git import and export.
CLI, editor and agent access.

Early conversations / September 8

~10Contacted
3Trying Kin

Measure next

ActivateFirst useful answer
ReturnFour-week repeat use
PayTeam commitment

Founder-confirmed September 8 snapshot: no revenue or signed design partners. Installation completion and retention have not been established.

Investor discussion09 / 12

The founder

Built from
firsthand experience.

Troy Fortin

Machine learning engineer building production generative-AI systems. Previously at The Home Depot.

Architected and shipped Kin's public alpha solo.

Self-funded. Full-time on Kin at financing.

First technical hires / risk removed

01

Repository / runtimeProduction reliability

02

Developer / agent integrationsAdoption and repeat use

03

Cloud / platformShared deployment and security

Founder materials, September 7, 2026. Firelock, LLC. Hiring is staged against product readiness and customer pull.

Investor discussion10 / 12

What the round must produce

Capital should buy evidence.
Not just features.

01 / Reliable use

Qualify the workflow.

5 to 10 external repositories in daily-use qualification.

4 weeks of continuous Kin-on-Kin use.

Track activation, coverage and setup cost.

02 / Retained teams

Earn recurring work.

5 to 7 design partners.

Measure four-week return and repeated use on real changes.

Expand from one workflow to another.

03 / Paid evidence

Prove the commitment.

2 to 3 paid pilots.
At least 2 referenceable customers.

Independent reproducible evidence.

Track conversion, expansion and margin.

Operating targets for the 24-month plan, not achieved results. The repository count is a qualification cohort, not an acquisition ceiling.

Investor discussion11 / 12

The next chapter

Build the software record
for the agent era.

Raising seed financing

From public alpha
to daily team use.

A 24-month plan for repository reliability, agent adoption and shared KinLab workflows.

What this enables

Retained external use.
Paid team workflows.
Independent evidence.

Firelock, LLC

Operating plan and capital allocation in A4.

Investor discussion12 / 12

Appendix / A1 / Recorded evidence

The result is inspectable.
So are its limits.

Eight recorded callers of getToStringValue, grouped by file.

Eight recorded React callers grouped by file.Three callers in ReactDOMInput.js, two in ReactDOMSelect.js and three in ReactDOMTextarea.js connect to getToStringValue. A bounded result from the founder's supplied September 7 deck, not a new run.ReactDOMInput.jshydrateInputinitInputupdateInputReactDOMSelect.jshydrateSelectupdateOptionsReactDOMTextarea.jshydrateTextareainitTextareaupdateTextareagetToStringValue

ReactDOMInput.js

hydrateInput
initInput
updateInput

ReactDOMSelect.js

hydrateSelect
updateOptions

ReactDOMTextarea.js

hydrateTextarea
initTextarea
updateTextarea

Recorded callers of getToStringValue

v0.7.3 / React 9b7a0d40. Single-commit snapshot. Full history was refused on that build.

Reported JavaScript call coverage: 13,819 of 36,234 / 38% / partial.

Historical recording in supplied September 7 deck, p. 8. Re-typeset, not rerun. It does not establish speed, completeness or end-to-end correctness.

Evidence and scopeA1 / A5

Appendix / A2 / The next evidence

Prove the workflow.
Not only the query.

Compare Kin and an indexed Git workflow on the same pinned change.

Hold constant

One controlled task.

Repository revision, change request, model, context budget and tests.

Include graph setup and maintenance, not only warm queries.

Measure the outcome

Useful work, end to end.

Time and tool calls to establish impact. Missing connections. Review rework. Finished-change quality.

Repeat on unfamiliar supported repositories.

Coverage, import scale and workflow support remain alpha constraints. Compilers, tests and review remain necessary.

Proposed evaluation, not a completed experiment. Live proof scope separates older retrieval results from the shipping release; no current accuracy or savings claim is added.

Evidence and scopeA2 / A5

Appendix / A3 / Market and pricing

Size the buyer.
Test what they pay for.

Qualified
accounts
Count the initial segment
Active users
per account
Measure participation
Annual price
per user
Test paid commitment

Annual seat-based opportunity model. A team-plus-usage plan needs a separate account model.

Test 01

Active developer.

Subscription tied to actual use.

Test 02

Team + usage.

Shared platform fee with usage.

Test 03

Paid evaluation.

Fixed scope and an explicit fee.

The review proposes these experiments. No validated account count, price, market total or future revenue is supplied or implied.

Evidence and scopeA3 / A5

Appendix / A4 / Capital plan

Fund the team.
Stage the commitments.

Product and technology67%
Marketing, sales and community20%
General and administrative6%
Protected reserve7%

24-month base plan.

Founder plus three technical hires. No uncontracted revenue assumed.

A smaller close changes the scope.

The separate 18-month plan is not the same milestones for less money.

Go-to-market hiring is gated on at least two paid pilots and repeatable onboarding.

Planned allocation and operating assumptions from the supplied founder deck, pp. 14 and 15.

Evidence and scopeA4 / A5

Appendix / A5 / Sources

Clear sources.
Bounded claims.

Company and evidence

Founder deck, September 7, 2026: product model, React recording, outreach, founder and operating targets.

Positioning review supplied September 8: narrowed buyer, pricing experiments and evaluation plan.

Kin source
Current public proof scope

The React result is historical. Outreach numbers reconfirmed September 8. Conversations with developers, potential design partners and investors have just begun.

Industry signals

DORA / 2025 and 2026
90% AI use at work.

Stack Overflow / 2025
46% distrust AI accuracy.

GitLab / Harris Poll / 2026
85% review-bottleneck agreement; 1,528 respondents, six countries.

GitHub Octoverse / 2025
43.2M merged PRs per month.

Selected alternatives

GitLab Orbit / beta
Sourcegraph / SCIP indexes
Augment / Context Engine
Greptile / graph context
GitHub / Copilot review

Official product descriptions checked September 8, 2026. Not a feature ranking or a measured comparison.

Indexing does not mean ephemeral context or absence of revision support.