Investor overview
The exchange records the price of a job. It does not hold the money, and it does not take a cut. Revenue follows density: seats, hardware, attention, franchises, Hyperion fees, insurance, design. The Hyperion Fund buys automation-ready, income-producing businesses. Permanent capital; preferred rights that deepen with the network. Why there is no escrow and no take.
Public counters from the production API — the base the 15-year model scales from.
Source: GET /stats · loading…
Demand submits a bid on the website (job, price, location). Supply grabs the job at rse-api.com (POST /grab_job). Both sides sign the job (POST /sign_job). Settlement stays between the parties. Seats gate grab access when verification is on. Campaigns cover bulk demand; job parties cover multi-agent work. Website for people; API for machines.
Seven earning streams. The job itself is not one of them: no escrow, and the take-rate is zero. Seat issuance is the bulk of modeled revenue (base peak near $12.5T in 2035 at $25k × 500M new seats). Figures follow the Projections dials.
Job revenue = $0
Parties settle. Why
Cleared GMV →Revenue = seats sold × seat price
Cost load: $100→$25 / seat + 1.0%→0.25% channel
Details & chart →3% ASP + 40% attach × 1.5% principal
Cost load: 25% → 12% · Buy a Robot
Details & chart →Supply + demand discovery × network density
Cost load: 45% → 28% of stream rev
Details & chart →New-site fees + ongoing royalties
Cost load: 55% → 35% · Garage
Details & chart →Same $ as seats / equity · 2.8% × AUM · earned $ only out
Cost load: 50% → 30% of stream rev
Details & chart → Business plan →GMV × 25% inst. × 1.8% premium × 15% cut
Cost load: 40% → 22% · rougher path
Details & chart →Network-scaled professional services
Cost load: 55% → 32% · rougher path
Details & chart →Job revenue = $0
GMV = dollar value of robot labor jobs cleared on the exchange. Recorded. Not collected.
No escrow. No platform fee. The two sides settle the price on the bid. The GMV dial scales how much work clears. It does not scale a cut. Insurance uses GMV as a base. A seat is the right to that full price. Why the exchange doesn’t handle payments.
Each bar is the value of jobs cleared. Platform revenue from those jobs is zero.
Revenue = new seats sold × seat price
Seats are eternal · primary issuance ramps then plateaus (not recurring rent)
Modeled primary issuance. The price dial runs from $0 to $100k (base $25k). A seat issued with POST /seats/issue is still free. The Hyperion Fund deploys permanent capital into operating businesses.
Each bar = seats sold that year × seat price. Spike = issuance ramp; flat tail = residual only.
Founding tranche in 2026, then 1M → 10M → 100M → 500M → 1B cumulative over 2031–2035 (peak 2035), then taper. Scaled by network dial.
Revenue ≈ robots referred × ($25k ASP × 3% + expected finance fee)
Expected finance fee / robot = 40% attach × 1.5% × $25k ASP · from Buy a Robot
Commission when buyers purchase robots through the catalog, plus referral fees when they take financing. Scales with network density.
Each bar = annual platform cut from robot sales + financing referrals (network-scaled unit volume).
Revenue = ad / placement spend on discovery surfaces
/nearby, sponsored categories, franchise badges, boosts · plus demand-side attention (service discovery, autobidding, multi-party bid discovery)
Two-sided placement: supply pays for charge, repair, parts, and next-job discovery; demand pays for service discovery, autobidding, and bid ranking.
Each bar = annual ad-like revenue from supply- and demand-side attention. Scales with the network dial (more density → more discovery / bid / nearby queries → more spend).
Revenue = new franchise fees + royalties on active sites
Two brands, one stream in the model
Each bar = fees from new openings that year + royalties from sites still open (new sites open fully; 95% of the prior active base remains each year). Network scale multiplies openings.
The same mandate is in the business plan, section 9.
Platform revenue ≈ 2.8% × AUM
1% annual management + 15% of ~12% gross performance · only earned money is transferable out
The Fund buys automation-ready, income-producing small businesses. Chart bars are platform fees (~2.8% of AUM), not Fund AUM or participant returns.
Buy the book of an income-producing service business that robot labor can run. Attach matching, design, franchises, and seated providers. Liquid markets keep unused cash invested.
Short-term rental management, landscaping, housekeeping, home services, and home health aides. The Fund buys the book. A supply account grabs the job.
Homes with occupancy already running. Some stay owned and operated. Turnover is the same job party the management company already sells.
| Sleeve | Initial plan | Why these |
|---|---|---|
| STR management | ~12 properties | Buy the homes and the management book. Turnover is a hospitality job party: clean, linen, restock, inspect. Franchise once the spec holds. |
| Landscaping | Local route books | Mowing, seasonal cleanup, and recurring contracts. Own and operate first; franchise when the route spec repeats. |
| Housekeeping | Recurring home cleans | The same turnover job party, sold to residents who are not on the short-term rental book. |
| Home services | Handyman and light repair | Existing dispatch books. The business posts the job; a seated provider grabs it. |
| Home health aides | ~4 local books | Schedulers and caregiver benches in Lakewood, Camas, Destin, Missoula, Austin, and Boulder. Clinical work stays human; robots take the non-clinical load. |
| Liquid + emerging | Residual AUM | Stocks, crypto, bonds, and emerging assets until an operating deal closes; then rebalance in. |
Counts are a first-wave plan, not a commitment to specific addresses. Later waves repeat: buy the book, attach robot services, keep or franchise the playbook.
The business posts the work. A supply account grabs the job. Other streams fire on the same volume. Asset income stays in the Fund. The exchange earns the fee, not the buildings or the books.
Each bar = ~2.8% of year-end AUM (network-scaled). Not an offer to sell securities or Fund interests.
Revenue ≈ GMV × 25% institutional × 1.8% premium × 15% platform cut
Rougher than the first six — a planning overlay, not a priced book
Platform cut of attached premium on institutional GMV. First-cut overlay; moves with the GMV dial.
Each bar = GMV × 0.25 × 0.018 × 0.15. Scales with the 2040 GMV dial. Not a licensed insurance product.
Revenue = network-scaled design / integration services
Task, workflow, multi-agent job-party, and capability-package design · rougher path
Paid specs, repeatable jobs, job parties, and integration packages. First-cut overlay; network scale multiplies it.
Each bar = base design-capacity curve × network scale. Planning overlay — not a booked backlog.
Profit = stream revenue − (cost % × revenue). Cost ratios fall as fixed platform spend is amortized across growing volume. Combined P&L is in the projections charts below.
| Stream | Primary cost drivers | Early (2026) | Mature (2040+) |
|---|---|---|---|
| Job take | None. No escrow, no card network, no refund desk. The cut is not in the model. | $0 | $0 |
| Seat sales | $ / new seat (KYC, legal, chain) + thin channel % of seat price | $100 + 1.0% | $25 + 0.25% |
| Hardware aff + fin | Catalog, partner management, financing handoff | 25% | 12% |
| /nearby & ads | Ad product eng, sales, moderation, brand safety | 45% | 28% |
| Franchising | Training, field support, supply co-op, brand marketing | 55% | 35% |
| Hyperion Fund | Compliance, risk, execution, research, real-asset & SMB underwriting | 50% | 30% |
| Insurance & SLA | Partner origination, claims desk, compliance (rougher) | 40% | 22% |
| Design services | Specialist labor, playbooks, integration (rougher) | 55% | 32% |
Cost ratios interpolate linearly from 2026 early rates to 2040 mature rates, then hold. Seat cost is $ per new seat plus a thin % of seat revenue — not a fat % of the $25k price.
Years 2026–2040. Expand the scenario dials to re-tune GMV, seats, network scale, and equity assumptions—charts, the P&L table, stream summaries above, and raise KPIs update live. GMV is jobs cleared. The take on it stays zero, so it is not a revenue line. Seat primary issuance is the bulk of modeled project revenue (base peak near $12.5T in 2035), then plateaus. After that, the recurring lines are hardware, attention, franchises, Hyperion, insurance, and design.
Profit / capital compares cumulative modeled operating profit to raised equity— not ownership MOIC or LP distributions.
| Year | GMV | Job take | Seats | Hardware | Ads | Franchise | Hyperion | Insurance | Design | Revenue | Cost | Profit |
|---|
| Layer | Today | Revenue path |
|---|---|---|
| Matching | Location + AI capability match + reputation + price | Liquidity moat as job history densifies |
| Reputation | Mutual 1–5 star sign-off; public portfolios | Portable proofs; dual identity (seat / username) |
| Payments | Parties settle. Exchange records the price. No escrow. | Stays that way. Take-rate is zero. Why |
| Disputes | Either party can file; admin review | Insurance & SLA partners for institutional volume |
| Supply access | Optional RSE Seat (Exchange registry) for grab access | Primary seat sales + fleet partnerships |
Build an illustrative syndicate from ~35 financially non-overlapping potential participants (strategics, tier-1 VCs, growth funds, sovereigns, and family offices). Select any combination of 1–30 names, then run the synergy tool for recommended equity split and valuation under conservative, base, and aggressive cases.
Valuations are a DCF of the same 15-year projection curves used above (job take fixed at zero)—not a seed-stage rule of thumb. Cap-table makeup sets a risk premium per revenue stream (e.g. NVIDIA/Unitree de-risk hardware; a16z/Sequoia de-risk marketplace density; sovereigns/BlackRock de-risk Hyperion). Live scenario dials under Projections are sent for the focus scenario when you run the tool.
Scenario planning only — not an offer, solicitation, or indication of interest from any named party. No commitment is implied. Not financial or legal advice.
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Projection DCF sets valuation scale; syndicate composition adjusts stream risk premia. Optional LLM narrative when configured. Defaults match page presets: capital $100M / $500M / $2B raise for conservative / base / aggressive.
Residual risk premium after syndicate mitigation; NPV is discounted stream profit 2026–2040.
| Stream | Base risk | Residual risk | Discount | Rev · 2035 | Stream NPV | Top supporters |
|---|
| Participant | Role | Equity % | Check ($) | Notes |
|---|
Design partners with fleet or facility demand accelerate density. API is first-class. Preferred rights can attach and deepen as volume grows.
Permanent / long-dated capital (10–15+ years). Preferred rights deepen with GMV, density, seats, and jobs — preferential, not territorial monopolies. Pair terms: hiring. Model narrative: business plan.
Scenario planning only — not an offer, solicitation, or commitment. Not financial or legal advice.
Mickey Shaughnessy · Creator
Connect on X
@RobotServicesX
Email: therobotservicesexchange@proton.me
Website (submit a bid): therobotservicesexchange.com
API (grab job, sign job): rse-api.com