Confidential — Sober Agentic Infrastructure, Inc. — Do Not Distribute

Investor Data Room · v1.8.1

VAREK.

Deterministic runtime verification of autonomous AI agents, using formal methods. Authorization before execution.

Company  Sober Agentic Infrastructure, Inc. (Delaware C-Corp)
Founder & CEO  Kenneth Wayne Douglas, MD
Status  v1.8.1 — stable release candidate
Location  Dallas–Fort Worth, TX
License  MIT (open source)
IP  Three provisional applications (patent-pending)
01 — Executive Summary

What VAREK is

VAREK is an open-source compiled language and runtime that verifies what an AI agent is about to do, against an explicit policy, before the action takes effect.

Policies compile to a satisfiability-modulo-theories decision procedure that returns one of three results — SATISFIED, UNSATISFIED, or UNKNOWN. The runtime is fail-closed: an action proceeds only on an explicit SATISFIED. v1.8.1 unifies kernel-boundary enforcement and cross-action data-flow verification into one vertical stack, from observed runtime behavior at the system boundary to a formal decision over agent plans.

In medicine, "usually right" gets people killed. Agentic systems that act in the world deserve the same standard of rigor.

The founder is a physician. The thesis is that probabilistic, "usually right" guardrails are the wrong safety model for agents that take real actions — and that deterministic, provable authorization is a category that does not yet have a credible open-source standard.

02 — Problem & Thesis

The gap

Autonomous agents call tools, move data, and chain actions toward goals. The prevailing safety posture is statistical — classifiers, prompts, and reviews that are usually right. The failures that matter live in the tail, where an unverified action causes irreversible effect.

03 — Product & Technology

One vertical stack

Runtime behavior observed at the system boundary is lifted into structured actions; those actions, individually and as plans, are checked against compiled policy; and a determinate decision gates execution. The same policy a developer reasons about is the policy enforced against the agent's actual behavior.

Three-state decision semantics

SATISFIED → proceed UNSATISFIED → deny UNKNOWN → fail closed

A two-state system must convert every UNKNOWN into a false pass or a false block. VAREK refuses that conversion. This is the difference between a verifier and a heuristic, and it is the core of the safety claim.

Kernel-boundary integration (v1.7)

The verification layer binds to runtime enforcement at the system boundary: observed low-level behavior is intercepted, mapped to semantically meaningful actions, checked against policy, and gated before completion. This is what makes the stack vertical rather than a separate, weaker approximation bolted alongside the agent.

Cross-action data-flow verification (v1.8)

Verification reasons across sequences of actions, not only individual ones. The subsystem tracks where data originates and where it is permitted to travel, so a policy can constrain how information moves through an agent's work — for example, that data from a sensitive source cannot reach a particular sink — rather than judging each action in isolation. Current coverage is explicit information flow; implicit-flow coverage is on the roadmap and is not claimed in this release.

04 — Release History

Trajectory to v1.8.1

VersionFocus
v1.0 · Apr 2026Public launch. Formal-verification layer; MIT license; 659 tests at launch.
v1.1Same-day security release: pluggable isolation backend; subprocess-boundary fix.
v1.6Pre-execution verification of agent action graphs; compositional three-state decision; continuous re-verification on plan revision.
v1.7Kernel-boundary integration; single vertical stack from system boundary to formal decision.
v1.8Cross-action data-flow verification subsystem.
v1.8.1Stable release candidate. 207 checks / six suites / sanitizer-clean; eight-scenario narrated demo; integration and threat-model documentation.
05 — Current Status & Demo

v1.8.1 — stable release candidate

207Verification checks
6Test suites
CleanSanitizer builds, all platforms
8Narrated demo scenarios

Builds are sanitizer-clean on every supported platform, and CI fails closed on platforms where the enforcement backend cannot be guaranteed rather than degrading silently. Integration and threat-model documentation are published, and a private vulnerability-reporting channel is in place.

Demo. The eight-scenario narrated demo runs the stack end to end — authorization, denial, fail-closed on UNKNOWN, and cross-action data-flow scenarios where a sequence is blocked on the basis of data provenance. It runs locally from source:

# Local clone — POSIX shell (git + make)
git clone https://github.com/kwdoug63/varek.git
cd varek/v1_7
make check
make demo

make check runs the verification suite; make demo plays the narrated scenarios.

Source: github.com/kwdoug63/varek  ·  Site: varek-lang.org

06 — Intellectual Property

Patent-pending portfolio

Three provisional patent applications on file, mapping to the three layers of the stack. Non-provisional conversions begin March 2027. The project is patent-pending; nothing is granted.

Provisional #64/006,104
Formal-verification layer

The satisfiability-modulo-theories verification core and three-state decision semantics.

Filed Mar 15, 2026 · non-provisional conversion deadline Mar 15, 2027
Provisional #64/059,592 (Conf #7793)
Kernel-level enforcement architecture

Privileged interception of agent system behavior, semantic derivation of structured actions, and kernel-level enforcement injection — the binding point for the verification layer.

Filed May 7, 2026
Provisional #64/062,549 (Conf #9249)
Pre-execution verification of agent action graphs

Representation of agent plans as action graphs and a compositional three-state policy decision, with continuous protection during plan revision.

Filed May 11, 2026

Licensing

VAREK is released under the MIT license, chosen to avoid an inadvertent patent grant. Relicensing considerations are deferred pending non-provisional conversion.

07 — Government & Federal Engagement

Registrations and programs

Federal pursuit is stated at the program level. Named relationships and current pipeline detail available to qualified diligence on request.

08 — Independent Assurance

External audit plan

A core part of the credibility thesis: a verification product should itself be independently audited. Vendor candidates under evaluation include Trail of Bits, NCC Group, Doyensec, Cure53, and Atredis, targeting Q3 2026.

09 — Team & Advisors

Who is behind it

Kenneth Wayne Douglas, MD — Founder & CEO

Physician-founder. The medical framing — that systems which are "usually right" are unacceptable where the tail is catastrophic — is the design principle, the positioning, and the discipline applied to

10 — Market & Go-To-Market

Where this lands

VAREK targets the assurance layer for agentic AI: teams deploying autonomous agents that take consequential actions and cannot accept a "usually right" safety posture — regulated, safety-critical, and government-adjacent settings first, where determinism and auditability are requirements rather than preferences.

Ideal customer profile

The early buyer is an organization putting agents into a position to take irreversible action and carrying accountability for the outcome. Three concentric tiers:

Pipeline

The company is pre-revenue and pre-design-partner; the pipeline is early and being built deliberately rather than represented as closed. Live top-of-funnel:

Pricing and packaging

Open-core. The verification standard must be open to be trusted; commercial value sits in the operational and assurance layer around it.

Open vs. commercial boundary

The line is deliberate: the open core is the guarantee — the verifier, the language, and the decision procedure are open because no one should be asked to trust a closed verifier. The commercial surface is everything around deployment that an accountable buyer needs and cannot self-assemble: certified builds, support SLAs, compliance attestation, and integration. The open verifier remains the single source of truth; the company does not gate the core safety decision behind a license.

11 — Financials & Ask

Capitalization & the round

Corporate snapshot

EntitySober Agentic Infrastructure, Inc. — Delaware C-Corp
IncorporatedMarch 16, 2026
Registered addressDallas, TX 75235
CounselPending
Shares authorized10,000,000
Shares issued8,000,000
Headcount1 FTE (founder, currently uncompensated); 0 W-2 employees

Capitalization

Funding to date

No institutional capital has been raised. The company is founder-funded, and burn is nominal: with the founder uncompensated and no payroll, costs to date are limited to infrastructure, the three USPTO provisional filings, and legal. There is no meaningful runway constraint at the current burn — which is precisely the constraint the round removes, by funding the founder's full-time focus and the assurance milestones rather than stretching a zero-cost posture.

Use of funds

Capital is directed at the three highest-leverage moves, not speculative features. Illustrative allocation (scales with round size):

AllocationShare
Founder compensation + first technical hire (V&V / assurance)~45%
Independent external audit & assurance (Q3 2026 target)~20%
Design-partner deployment & integration support~15%
IP — provisional → non-provisional conversion, three filings (from Mar 2027)~10%
Infrastructure, operations, runway buffer~10%

The ask

Contemplated pre-seed of approximately $1.0M–$1.5M on a SAFE, sized to reach an independently-audited v1.x release, the first design-partner deployments, and the non-provisional patent conversions with roughly 18 months of full-time founder runway. No outside capital is committed.

Round size and instrument are a founder decision and are stated here as a proposed structure, not a closed term. Confirm before circulation.