# firm os

> A workspace for venture capital and private equity firms that runs in the firm's own Cloudflare account, with an agent beside each person. In closed beta with Railblocks' clients; installs are by invite.

## Key facts

- **What:** one workspace for a firm's deals, people and knowledge, with blocks (apps for the investment lifecycle) and an agent beside each person.
- **For:** venture capital and private equity firms: partners, investment teams and the people who run the firm's systems.
- **Where it runs:** entirely in the firm's own Cloudflare account, on Cloudflare OS, unmodified. The firm owns its systems and its data.
- **Status:** closed beta with Railblocks' existing clients. Installs are by invite; anyone can ask for access on the front page.
- **Made by:** Railblocks.
- **Cost:** Cloudflare bills the firm directly: Workers Paid at $5 a month plus usage, sign-in free for up to 50 people, and model use. Railblocks' services are agreed separately.
- **Install:** one Allow, on a Cloudflare page, then about two minutes; removable from the install's own page.
- **Agents:** an agent may prepare an install and follow it (the install API below); a person signed in to Cloudflare presses Allow.

firm os gives a firm one workspace for its deals, people and knowledge, with blocks and agents on top.
It runs entirely in the firm's own Cloudflare account, so the firm owns its systems and its data.

## Installing it

- Needs: a Cloudflare account on the Workers Paid plan ($5 a month, paid to Cloudflare by the firm).
- How: the firm's name and who's in (email and role), then one Allow, on a Cloudflare page.
- Takes: about two minutes.
- The key: the Allow, on a Cloudflare page, gives the installer a key for every account ticked on its page (tick only
  the one firm os goes into). It holds it for an hour at most, from the Allow until the install hands
  it back: while you pick the account, while it runs, and, if a step stops, so Try again can carry on.
  Then it revokes the key. It is never logged.
- Makes: nine Workers (the router people open, the workspaces, the context store, the scheduler,
  error reports, a classifier, the desks, the data partners, an example door), three key-value stores, one storage
  bucket, and a sign-in rule for the people named and anyone at the firm's email domains.
- Also makes sure the account has a workers.dev name, a Zero Trust team, sign-in with email codes and
  an AI Gateway, making each only if it is missing. These are the account's own setup.
- Removing it: the install's own page has Remove firm os, which deletes what the install made for
  firm os and keeps the account's own setup.

## Docs

- [What is firm os?](https://firmos.railblocks.com/docs/what-is-firm-os.md): A workspace for VC and PE firms that runs in the firm's own Cloudflare account. It is in closed beta with Railblocks' clients, and installs are by invite.
- [How do we install firm os?](https://firmos.railblocks.com/docs/install.md): Name the firm and its people, press Allow on a Cloudflare page for one account, and firm os is installed there in about two minutes.
- [What can the installer do in our account?](https://firmos.railblocks.com/docs/security.md): It asks for ten Cloudflare permissions, holds the key an hour at most, never logs it, revokes it when the job ends, and deletes the plan.
- [What does firm os cost?](https://firmos.railblocks.com/docs/cost.md): Cloudflare bills the firm directly: Workers Paid at $5 a month plus usage, sign-in free up to 50 people, and model use. Railblocks' services are separate.
- [How do we remove firm os?](https://firmos.railblocks.com/docs/remove.md): From the install's own page, with another Allow. It deletes firm os's parts, with all their data, keeps the account's own setup, and can't be undone.
- [Questions about firm os](https://firmos.railblocks.com/docs/faq.md): Short answers on data, cost, the installer's access, stopped installs, running it yourself, upgrades, removal and the licence.

## For agents

- [How does an agent work with firm os for a firm?](https://firmos.railblocks.com/docs/for-agents.md): Where an agent reads about firm os, how it prepares a firm's install and follows it, and what only a person at the firm does.
- To install for a firm: post the plan to https://firmos.railblocks.com/plans, give the Install link to a person, follow https://firmos.railblocks.com/installs/{id}/status.
- An agent never presses Allow and never types Cloudflare sign-in details or email codes.

Every address an agent reads:

- [/index.md](https://firmos.railblocks.com/index.md): the front page's words as Markdown. https://firmos.railblocks.com/ asked for with `Accept: text/markdown` answers the same.
- [/llms.txt](https://firmos.railblocks.com/llms.txt): what firm os is, its key facts, and every address here, in plain text.
- [/llms-full.txt](https://firmos.railblocks.com/llms-full.txt): every docs page in one file.
- [/docs.md](https://firmos.railblocks.com/docs.md): the docs, each page by its Markdown address.
- [/docs/{page}.md](https://firmos.railblocks.com/docs/{page}.md): each docs page as Markdown. A page asked for with `Accept: text/markdown` answers the same.
- [/install.md](https://firmos.railblocks.com/install.md): what installing asks for and does.
- [/openapi.json](https://firmos.railblocks.com/openapi.json): the install API, as OpenAPI 3.1: post a plan to https://firmos.railblocks.com/plans, follow https://firmos.railblocks.com/installs/{id}/status.
- [/.well-known/api-catalog](https://firmos.railblocks.com/.well-known/api-catalog): where the install API's description and the agents' guide are (RFC 9727).
- [/.well-known/agent-skills/index.json](https://firmos.railblocks.com/.well-known/agent-skills/index.json): the skills index (Agent Skills Discovery): one skill, firm-os-install, with the SHA-256 of its SKILL.md.
- [/.well-known/agent-skills/firm-os-install/SKILL.md](https://firmos.railblocks.com/.well-known/agent-skills/firm-os-install/SKILL.md): the agents' guide as a skill, to keep.
- [/sitemap.xml](https://firmos.railblocks.com/sitemap.xml): every page, for search engines.
- [/robots.txt](https://firmos.railblocks.com/robots.txt): what crawlers may read, and the Content Signals.

## Pages

- [The front page](https://firmos.railblocks.com/) ([as Markdown](https://firmos.railblocks.com/index.md)): Firm OS, and where to ask for access.
- [Firm Memory](https://firmos.railblocks.com/memory) ([as Markdown](https://firmos.railblocks.com/memory.md)): The shared memory included in every Railblocks setup. Keep what your firm knows, with where it came from.
- [Email Ingestion](https://firmos.railblocks.com/email-ingestion) ([as Markdown](https://firmos.railblocks.com/email-ingestion.md)): Turn company updates into source-linked firm context.
- [Company Tracking](https://firmos.railblocks.com/company-tracking) ([as Markdown](https://firmos.railblocks.com/company-tracking.md)): Follow companies and review what changed, with sources.
- [Infrastructure](https://firmos.railblocks.com/infrastructure) ([as Markdown](https://firmos.railblocks.com/infrastructure.md)): the shared Cloudflare infrastructure behind every setup, in the firm's own account.
- [Install](https://firmos.railblocks.com/install) ([as Markdown](https://firmos.railblocks.com/install.md)): install firm os into your own Cloudflare account, with an invite.

## Optional

- [Every docs page in one file](https://firmos.railblocks.com/llms-full.txt)