OLIVINE
AI for an industry that hates AI
Private Self-validating agentic OS for Creative Production
JEFF HASKELL
·
jeff@ophelia.company
·
APR 2026
01 / 12
The Problem in Production
One quick change.
Catastrophic Cascades
A producer approves a reschedule.
Thursday
to
Monday.
| Equipment |
50-ft technocrane was a weekend hold. Rental house already booked it Monday. |
| Creative |
Hero jib shot needs that crane. DP needs a new camera plan or the agency loses the shot. |
| Talent |
Lead has a fitting Monday 9 AM. Agent requires 48-hour notice for schedule changes. |
| Crew |
Gaffer and key grip on another show Monday. Two department heads gone. |
| Permit |
NYC Mayor's Office filing covers Thu–Sun. Monday is a new filing. Three business days. |
| Insurance |
Fireman's Fund COI lists Thursday. You're shooting uninsured until it's reissued. |
02 / 12
The Thesis
AI agents need validators.
Production doesn't have one.
Code
Compilers & tests
Every output checked before it ships. Coding agents went from novelty to indispensable in 18 months.
Finance
Audits & GAAP
Every number reconciled before it compounds. Trillions move on deterministic rules.
Production
None
Budgets, schedules, and payroll still depend on a line producer's memory. AI without a verifier is just faster guessing.
Olivine is the compiler for production. Agents generate. The system verifies.
Every output source-cited, date-valid, and auditable before it touches the real world.
03 / 12
Why Now
The biggest hurdles have been unblocked
Production is fragmented.
One producer now does the work of five. Budgets tightened. Teams shrank. The number of decisions didn't. Disconnected tools, tribal knowledge, spreadsheets. Scale is impossible without help.
The industry needs AI.
Agent-native tooling arrived.
Tool-calling matured. A five-person team can now operate like a fifty-person team, if the software is built for agents, not humans clicking buttons. Incumbents can't retrofit.
Small teams finally scale.
Producers don't trust AI.
IP scraped without consent. 2023 saw the first strikes over AI in film and TV. Video generators flood feeds with slop. Studio contracts, union data, and confidential scripts can't legally touch a third-party API.
Won't touch it, even for admin work.
Open-weight models caught up.
Qwen, Llama, and the open-weight class now match proprietary models on the tasks production actually needs. Inference runs on infra Olivine controls. No data leaves.
Sovereignty solved, not mitigated.
04 / 12
The Solution
The Agentic OS for Producers.
Built in Verification. Privacy Compliant
Layer 1 · Free
Olivine Station
The production OS. Projects, files, scheduling, tasks, email. Consolidated, free forever.
The workspace.
Acquires users.
Layer 2 · Moat
Knowledge Graph
An industry-standard rules engine. Every rate, rule, and fringe is source-cited and date-valid. (MovieLabs OMC · SHACL)
The compiler.
Makes agents correct.
Layer 3 · Revenue
Private Agents
Fine-tuned open-weight models on Olivine-owned infrastructure. Customers don't deploy anything. Olivine owns the weights, the compute, and the chain of custody. Zero customer data to OpenAI, Anthropic, or Google. Ever.
The product.
Monetized per token.
Producers won't pay for another tool. They'll pay for AI that does the work, on infrastructure their legal team can audit.
05 / 12
Demand
Messages producers actually sent
Warm Pipeline
15 named prospects
7 actively shaping the product with unsolicited feature requests. First production live July 2026.
Content Engine
Producers & Robots
Weekly live roundtable with target users. Converts directly into onboarding. Already booked through Q3.
Industry Signals
Inside amplifiers
Cast & Crew VP bringing traditional-crowd cohort. Harry Styles' creative director monitoring the build.
06 / 12
Business Model
Prepaid tokens.
Production pays. Producer adopts.
Motion A · PLG
Personal wallet
Stripe-on-file. No MSA. No invoicing. Producer loads $100, starts using agents. Default from day one.
Motion B · Expansion
Production P-card
Multi-bucket prepaid: personal card, company card, project client card. Billed per production. Same muscle memory as Wrapbook & EP. Zero adoption friction.
55→85%
Gross Margin Y1→Y3
50×
LTV : CAC · Y1 founder-led
A coordinator costs $450/day. An Olivine producer-seat costs $20–150/day, scales with production intensity, and doesn't sleep.
07 / 12
Market
The path to $100M ARR.
Bottoms-up. 5,000 Production Teams × $20K blended ACV = $100M ARR at roughly 5% of global addressable teams.
Month 12
$500K
100 Production Teams
$5–10K Y1 blended ACV
Founder-led, warm pipeline
Seed-ready retention data
Year 3
$24M
~1,600 teams · $15K ACV
Land & expand via P-card
Olivine-hosted Qwen in production
~1% of global TAM
Year 5
$100M
5,000 teams · $20K ACV
85% gross margin at scale
US + EU + vertical expansion
~5% of global TAM
Commercial production (US warm wedge) → documentary → indie film → music video → creator economy.
Each vertical is an ontology expansion that compounds the moat.
08 / 12
Competition & Moat
The data is public.
The encoding isn't.
| Category |
Leaders |
AI-Native |
Private Infra |
Ontology |
| Production mgmt | StudioBinder, Saturation | ✕ 3rd-party API | ✕ | ✕ |
| AI coordination | Asteria Continuum (Moonvalley) | ✕ enterprise-only, no API | ✕ | ✕ |
| Payroll & insurance | Wrapbook, Cast & Crew | ✕ 3rd-party API | ✕ | ✕ |
| Legacy budgeting | Movie Magic, Hot Budget | ✕ desktop, no AI | n/a | ✕ |
| The full stack | Olivine | ✓ MCP-native | ✓ Olivine-owned Qwen | ✓ SHACL + OMC |
What anyone can copy
Rate sheets. Union PDFs. An OpenAI wrapper. A pretty dashboard.
What only Olivine has
SHACL cross-domain dependencies · Olivine-owned Qwen on first-party infra · source-cited outputs · 8 years of EP experience encoded · the only "Safe AI" posture for union/studio data.
09 / 12
Team
Founder-market fit.
Returning operator. All star engineering.
JH
Founder · CEO
Jeff Haskell
8+ years EP. 1B+ views. Apple Music, J&J, Bad Bunny. CS/ML. Dual US/EU. Built ontology + MCP + 70% of Station solo.
JD
COO · Returning
Juan F. Diaz Herrera
Multi-year Ophelia COO. Knows every system. Full-time on Olivine at close.
JS
Founding Backend
Jeffrey Scudder
Founder, Aesthetic Computer. Deep systems architect. Joins at close.
NS
Fractional CMO
Noam Suissa
Owns editorial voice, messaging, Producers & Robots content engine. Embedded pre-raise.
Full engineering team by M3. Ophelia continues under two promoted Managing Directors. Zero distraction risk.
10 / 12
Use of Funds
$1.25M. 18-month runway. 100 teams by Month 12.
Engineering
36% · $450K
4 engineers · 18 months · Scudder (backend) + frontend + full-stack/data + designer · ontology stays with founder
Creative & marketing
24% · $300K
Creative Director · paid media · Producers & Robots production · Ophelia video bench at-cost, no markup
ML stack
16% · $200K
Dedicated ML engineer · Qwen 14–32B fine-tune · rented H100 hours · SHACL-validated synthetic data pipeline
Operating
16% · $200K
Founder + COO · Juan full-time on close · day-to-day G&A
Legal & ops
4% · $50K
Incorporation · ToS & user-data policy · E&O coverage · outside counsel
Contingency
4% · $50K
Buffer for surprise. The thing that kills most pre-seeds isn't the plan, it's the unplanned.
11 / 12
The Ask
$1.25M
SAFE · $10M post-money cap · Clean round
Downside
The knowledge graph has standalone strategic value. Acquisition candidate for Cast & Crew, Wrapbook, Entertainment Partners, or any studio building internal AI tooling on regulated data.
Upside
The verification layer for a $297B industry entering the agent economy.
12 / 12