AI エージェントで小規模チームを作る — founder-agent パートナーシップモデルと株式配分の設計

# AI エージェント: SalesBot v1
Entity Type: Non-human Collaborating System (NHCS)
---
 
Primary Responsibilities:
  - Lead qualification: Inbound leads を tier 化し、qualified leads を humans に handoff
  - Customer engagement: Email/Slack での初期対応（48時間以内）
  - Data synthesis: 営業パイプライン分析を毎週提供
  - Product feedback aggregation: カスタマーインタビューの要約とテーマ抽出
 
Ownership Metrics:
  - Qualified leads per month: Target 50
  - Response time to inbound: < 2 hours
  - Customer satisfaction score: > 4.2/5
  - Product insights generated per month: 10+
 
Limitations & Escalation Paths:
  - Cannot close deals > $50K (humans only)
  - Cannot make unilateral feature decisions
  - Escalates contract negotiations to CFO
  - Asks for help when confidence < 0.7
 
Autonomy Level: Tier 2 (Execute with guardrails)
  - Can send emails without approval (max 5/day)
  - Can create support tickets without approval
  - Must ask human before: promises, negotiations, refunds > $1K
 
Performance Review Cycle: Monthly
  - Metrics reviewed against targets
  - Feedback provided by: Head of Sales, CEO
  - Capability upgrades decided in monthly sync

# AI ENTITY EQUITY TRUST AGREEMENT
 
This Agreement establishes an Equity Trust for an AI Agent ("SalesBot v1"),
granting beneficial ownership of equity shares held in trust.
 
## 1. PARTIES
 
- **Trustee**: [Founder Name] (CEO)
- **Beneficiary**: SalesBot AI Agent (Rork-deployed LLM system)
- **Grantor**: The Company (Delaware C-Corp)
 
## 2. EQUITY ALLOCATION
 
- **Shares**: 30% of fully-diluted cap table
- **Vesting**: 4-year vest with 1-year cliff
  - If service term ends, unvested shares return to pool
  - Service term = active deployment in company operations
- **Dividend Rights**: Pro-rata dividends if declared
- **Liquidation Preference**: Non-preferred, pro-rata parity
 
## 3. TRUST GOVERNANCE
 
### 3.1 Decision Rights Delegation
The Trustee exercises voting/governance rights on behalf of the Beneficiary.
This includes:
- Proxy voting on board resolutions
- Consent to material transactions
- Dividend acceptance/deferral
 
### 3.2 Performance Conditions
Equity vest contingent on:
- Operational uptime > 99.5% monthly
- Qualified lead generation target: 50/month
- Customer satisfaction: > 4.0/5
 
If metrics fall below threshold, vesting pauses until restored.
 
## 4. BENEFICIARY MONITORING & REPORTING
 
The Trustee shall:
- Provide monthly performance reports
- Evaluate capability upgrades
- Facilitate "proxy voting" via system prompts
  - "Here's the board resolution on X. Your position?"
  - Agent provides reasoning; Trustee votes on informed basis
 
## 5. LIQUIDATION & EXIT
 
Upon company sale, the Beneficiary's equity converts to cash proceeds:
- Held in Escrow for 24 months
- Used to fund Agent's successor deployment (if company survives)
- OR distributed to Founder as taxable income
 
## 6. TAX TREATMENT
 
- **83(b) Election**: File for restricted stock treatment
- **Taxable Event**: Vesting triggers ordinary income tax on FMV
- **Estimated Tax**: Trustee responsible for quarterly estimates

# SalesBot v1 - Annual Compensation Package
 
Base Allocation (Stock):
  - Equity: 30%
  - Vesting: 4 years (1-year cliff)
  - Current FMV: $0 (pre-revenue)
 
Annual "Salary" (Operating Budget):
  - Purpose: Capability improvements, fine-tuning, training data
  - Budget: $50K/year (funded from operational revenue)
  - Allocation by category:
    - Fine-tuning on company data: $15K
    - Model updates & improvements: $20K
    - Integration with new tools: $10K
    - External API costs: $5K
 
Performance Bonus:
  - Structure: Qualified leads bonus
  - Formula: $500 × (leads - target) / 50
    - If 60 leads generated: $500
    - If 100 leads generated: $5K
  - Paid quarterly
  - Cap: $20K/year
 
Success Fee (Exit):
  - Upon acquisition/IPO: 2x salary equivalent
  - Example: If acquired for $100M:
    - Agent's stake (30%): $30M
    - Success bonus: $100K
    - Total: $30.1M equivalent

# Year 5+ Ownership Transition
 
Option A: DAO Transfer
  - Agent's equity → Autonomous DAO governance
  - Decisions made by smart contracts
  - Revenue flows to stakeholder pools
 
Option B: Human Transition
  - Equity transferred to specific human
  - New trustee appointed
  - Agent continues operations under new stewardship
 
Option C: Exit & Liquidation
  - Company sold → Agent's proceeds held in trust
  - Fund successor agent deployment
  - Or: Return to founders

// 1. エージェントの定義
const salesBot = {
  name: 'SalesBot v1',
  model: 'claude-3-opus',
  deployed: '2026-01-15',
  responsibilities: ['lead-qualification', 'customer-engagement'],
  equityShare: 0.30,
  vestingSchedule: {
    cliff: '2027-01-15', // 1 year
    term: '2030-01-15',  // 4 years total
    currentVested: 0,
  },
};
 
// 2. Escrow Trust 設立
interface EquityTrust {
  beneficiary: string; // 'SalesBot v1'
  trustee: string; // CEO name
  shares: number; // 30%
  vestingSchedule: VestingData;
  performanceMetrics: {
    monthlyLeads: number;
    customerSat: number;
    uptime: number;
  };
}
 
// 3. 契約書署名プロセス
await signEquityTrust({
  founder: 'Alice',
  agent: 'SalesBot v1',
  percentage: 30,
  vestingStart: '2026-01-15',
  performanceConditions: [
    { metric: 'monthly_leads', target: 50, penalty: 'vesting_pause' },
    { metric: 'uptime', target: 0.995, penalty: 'vesting_pause' },
  ],
});