Executive Summary
Date: February 2026 Status: Opportunity Assessment & Business Plan
The Thesis
Section titled “The Thesis”AI agents (OpenClaw, Claude Code, Codex CLI, Gemini CLI, etc.) are becoming the primary interface through which knowledge workers, developers, and increasingly consumers interact with software. These agents are powered by skills — modular, markdown-based instruction files (SKILL.md) that teach agents how to perform specific tasks.
A massive skills ecosystem has emerged almost overnight:
- 270,000+ skills on SkillsMP
- 5,700+ skills on ClawHub (OpenClaw’s official registry)
- 17,000+ MCP servers on MCP.so
- 26+ platforms have adopted the SKILL.md standard (Claude, Codex, Gemini CLI, Cursor, VS Code, GitHub Copilot, etc.)
Yet no one has built the definitive infrastructure layer for this ecosystem — one that solves discovery, trust, monetization, and enterprise readiness simultaneously.
The Opportunity
Section titled “The Opportunity”| Metric | Value |
|---|---|
| AI Agents Market (2025) | $7.8B |
| AI Agents Market (2030) | $52.6B (46.3% CAGR) |
| Agentic Commerce (2030) | $3-5T globally (McKinsey) |
| Agent Skills Created (Feb 2026) | 370,000+ across platforms |
| OpenClaw GitHub Stars | 220,000+ |
| SKILL.md Platform Adoption | 26+ platforms |
| Enterprise AI Agent Adoption (2026) | 80% of enterprise apps (IDC) |
The agent skills economy is at the stage the mobile app economy was in 2009 — explosive growth, no dominant marketplace, fragmented trust, and zero monetization infrastructure.
What We’re Building
Section titled “What We’re Building”Findable (findable.sh) — The trusted infrastructure platform for the agent skills economy.
Three core products:
1. Findable Registry (Discovery + Trust)
Section titled “1. Findable Registry (Discovery + Trust)”- Cross-platform skill discovery (works across ClawHub, SkillsMP, MCP.so, and direct GitHub)
- Automated security scanning (malware, API key leaks, prompt injection)
- Quality scoring, reviews, and verified publisher badges
- Semantic search across 370K+ skills
2. Findable Commerce (Monetization)
Section titled “2. Findable Commerce (Monetization)”- First-class monetization for skill developers (subscriptions, usage-based, freemium)
- Payment infrastructure (Stripe, crypto, UPI for India)
- Revenue analytics and developer dashboards
- Enterprise procurement and licensing
3. Findable Enterprise (Trust + Compliance)
Section titled “3. Findable Enterprise (Trust + Compliance)”- Curated, security-audited skill catalogs for enterprises
- Policy engine (which skills agents can use, data access controls)
- Compliance reporting (SOC2, GDPR, DPDPA)
- Private skill registries for internal enterprise skills
Why Now
Section titled “Why Now”- SKILL.md just became a cross-platform standard (Dec 2025) — adopted by both Anthropic and OpenAI
- OpenClaw’s creator joined OpenAI (Feb 2026) — signaling agents are going mainstream
- Security crisis is real — 7.1% of ClawHub skills leak API keys; VirusTotal found hundreds of malicious skills
- No monetization exists — ClawHub has no payment system; ClawMarket is crypto-only with minimal traction
- Enterprise demand is surging — 80% of enterprise apps will embed AI copilots by 2026 (IDC)
Business Model
Section titled “Business Model”| Revenue Stream | Model | Target |
|---|---|---|
| Developer subscriptions | Freemium ($0/29/99/mo) | Skill developers |
| Marketplace commission | 15-20% take rate | Paid skill transactions |
| Enterprise licenses | $500-5,000/mo | Companies using agent skills |
| Security scanning API | Usage-based | Platforms, enterprises |
| Featured listings / promotions | CPM/CPC | Skill developers, SaaS vendors |
Year 1 target: $500K ARR Year 3 target: $8-12M ARR Year 5 target: $40-60M ARR
Funding Ask
Section titled “Funding Ask”Seed round: $2-3M to build the core platform, security infrastructure, and initial go-to-market.
Use of funds:
- Engineering (60%) — Core platform, security scanning, payment infra
- Go-to-market (25%) — Developer evangelism, content, partnerships
- Operations (15%) — Legal, compliance, infrastructure
Team Requirements
Section titled “Team Requirements”- CEO/Product — Marketplace/platform experience, developer ecosystem knowledge
- CTO — LLM/agent infrastructure, security, distributed systems
- Head of Developer Relations — Community building, open-source experience
- Head of Security — Supply chain security, automated scanning
Key Risks
Section titled “Key Risks”- Platform risk — Anthropic/OpenAI could build their own marketplace
- Fragmentation — Skills ecosystem could fracture across incompatible standards
- Monetization resistance — Developers may prefer free/open-source
- Security liability — Hosting skills that cause damage to enterprises
See 10-risks-and-mitigations.md for detailed analysis and mitigation strategies.
Document Index
Section titled “Document Index”| # | Document | Description |
|---|---|---|
| 00 | Executive Summary | This document |
| 01 | Market Research | Deep dive into market size, trends, and dynamics |
| 02 | Competitive Landscape | Analysis of agent skill registry players |
| 03 | Opportunity Analysis | White space identification and sizing |
| 04 | Product Vision | Detailed product concept and architecture |
| 05 | Product Roadmap | Phase-wise development plan |
| 06 | Business Plan | Business model, unit economics, financials |
| 07 | GTM Strategy | Go-to-market plan, channels, and partnerships |
| 08 | Financial Model | Revenue projections, cost structure, funding |
| 09 | Technical Architecture | System design and technology choices |
| 10 | Risks & Mitigations | Risk analysis and contingency plans |
| 11 | Naming & Positioning | Category definition, platform naming, narrative strategy |
| 12 | Full Competitive Landscape | Legacy SEO + GEO/AEO startups + agent skills players |
| 13 | Pre-Build Checklist | Everything to validate before writing code |