V
Vest
For Investors

The AI stack layer — curated, monetized, paid back.

Vest sits at the moment of AI tool discovery and subscription. We curate expert stacks for specific goals, embed into Claude and ChatGPT via MCP, and earn a margin on every dollar spent — sharing it back to users as cashback.

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The thesis

AI software spend is the fastest-growing category in tech. Every AI-native team will spend $500–$5,000/month on tools within 24 months. Vest sits at the moment of subscription discovery — earning a commission margin on every dollar spent, with cashback as the user acquisition engine.

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AI tool spend is exploding

The average AI-native team spends $500–$5,000/month on tools — and that number doubles every 18 months. There is no trusted curator in this market yet.

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MCP changes distribution

Vest is the only cashback product embedded inside Claude and ChatGPT via MCP — where tool discovery is increasingly happening. This is ambient commerce at the moment of intent.

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200+ affiliate relationships

Supply-side moat that takes 18+ months to replicate. Every relationship is a data point: which tools convert, which churn, which stacks work for which goals.

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Operator flywheel

Accelerators, communities, and newsletters deploy Vest stacks to their audiences. Every operator activation is a distribution channel that costs Vest zero CAC.

The moat

Catalog depth

200+ tools

across 8 categories, with live affiliate relationships

MCP presence

Claude + ChatGPT

embedded at the moment of tool discovery

Max cashback

Up to 20%

shared back to users — creating strong incentive to subscribe through Vest

Operator network

Growing

communities, accelerators, SaaS platforms deploying Vest stacks

Revenue model

1

Tool → Affiliate network → Vest

Vest earns a commission on every verified subscription. Commission rates range from 10–30% of the first billing period, depending on the tool.

2

Vest → User (cashback)

Vest shares 5–20% back to the user as cashback — a powerful incentive to subscribe through Vest vs. direct.

3

Vest → Operator (revenue share)

Operators who drive subscriptions earn a share of the commission margin — creating a zero-CAC distribution network.

4

Vest retains the spread

The difference between what Vest earns from affiliate programs and what it pays out in cashback + operator shares is Vest's margin.

Interested in Vest?

We're selectively talking to investors aligned with the AI-native builder thesis.

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