[RFC] [DRAFT] AlloOS - A multitool for onchain capital allocation

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OWOCKI NOTE - this is a rough draft document. Only for feedback at this point. Do not take too seriously just yet.

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A multitool for onchain capital allocation

TLDR

  • Unified Capital Allocation Hub: AlloOS is designed to consolidate fragmented capital allocation tools into one interoperable platform, streamlining funding distribution, governance, and community-driven finance.
  • User & Developer Empowerment: The platform offers an AI-powered interface to simplify launching funding campaigns and an open API/plugin architecture that encourages developers to integrate and deploy(?)seamlessly.
  • Roadmap includes Future Monetization: With a phased rollout beginning in early 2025, AlloOS plans to evolve through prototyping, core development, and scaling, introducing revenue streams like premium features, transaction fees, and staking.

Introduction

The landscape of capital allocation is evolving rapidly, with new tools emerging to support funding distribution, governance, and community-driven finance. The upside for great capital allocators has never been higher, with onchain capital allocation enabling DAOs to solve problems together. However, the ecosystem remains fragmented, with individual projects operating in silos.

We propose AlloOS, an integrated software suite that unifies capital allocation tools into a cohesive, interoperable environment. AlloOS will serve as a launchpad where users can seamlessly navigate between funding tools, whether built by Allo or by independent developers and partners. It enhances usability, efficiency, and legibility within the broader capital allocation space. For developers, it serves as a place to get distribution, visibility and funding for their tooling.

Vision & Objectives

AlloOS will be the central hub for capital allocation applications, providing a streamlined experience for funders, grant recipients, community leaders, and developers. Our objectives include:

  • Unified Branding & UX: Establish a consistent user experience across applications while preserving project autonomy.
  • Discoverability: Create a one-stop interface for users to access all relevant tools without navigating multiple websites.
  • Developer Extensibility: Provide an open API framework for new projects to integrate into the AlloOS ecosystem.
  • Data? Queries, mechanism trends, geo

Eventually…

  • Interoperability: Enable seamless data exchange and functional integration between different capital allocation tools.
  • Efficiency & Automation: Reduce duplication of efforts by integrating shared infrastructure (e.g., reputation tracking, funding streams, impact measurement).
  • Funding & Support: Allo will provide funding, distribution, technology, and social access to builders who integrate their tools into AlloOS.

Core Features

The core functionality of AlloOS will be an interface to express an intent to allocate capital or solve problems.

What google did for information, we will do for resource allocation. We’re collapsing a vast possibility space into one simple input.

AlloOS features a text prompt through which you can discuss with an LLM the problem you want to solve to run in plain text.

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If it is determined that a capital allocation is imminent, the LLM will prepare the round (or campaign) for you so that you can easily commit it onchain.

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If no resource allocation is imminent, then AlloOS will provide to the user a chatbox style interface where it will to consult the user on what capital allocation mechanisms are possible.

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If the user wants to opt out of the AI-mode and enter a UI that feels more like an app store, they may…

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Technical Architecture

AlloOS will be built as a modular, composable framework with:

  • Cross-App Integration: Open API or Plugin Infrastructure to allow new tools to plug into the ecosystem.
  • Multi-Chain Support: Compatibility with Ethereum L2s and cross-chain interoperability.
  • Allo-Funded & Independent Tools: Some applications will be built on Allo Protocol, some on AlloKit, and some independently.
  • Analytics - If a tool isn’t available to a user (signified by a bounce) that conversation is logged, the email of the user is recorded, prompting human interaction to investigate further

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Implementation Roadmap

  1. Phase 1: Prototyping (Feb 2025 - April )

    • Prototype the dapp with a steel thread.
    • Define Architecture.
    • Design of App.

  2. Phase 2: Core Infrastructure Development (April 2025 Beta Launch)

    • Develop unified AlloOS app.
    • Launch on 4/20 at 4:20pm

  3. Phase 3: Ongoing Tool Integrations (May 2025 + beyond)

    • Iterate towards better tooling by monitoring analytics and seeing where it hits (or misses the mark)
    • Start working with partners like juan/vitalik to use it.
    • Plan a v2 if needed.

  4. Concurrently - Phase 4: Growth + revenue.

    • (this phase is really only if AlloOS is hitting PMF)
    • Scale the application horizontally.
    • Add marketing to the mix.
    • Begin to focus on revenue

Partnership Strategy

Developers will integrate into AlloOS for one of the following reasons.

  1. Distribution - AlloOS will be the tip of the spear to get more capital deployed through their mechanisms.
  2. Funding - We will be funding funding-infrastructure builders. Perhaps they wont even need to launch their own token/DAOs as Allo.capital becomes all the DAO they need (as a service)
  3. Technology - We will make it easier to build great funding infra via AlloKit, Allo Protocol, and AlloOS’s plugin architecture. Additionally we will provide tooling for navigating the most common friction points for onchain capital allocation.
  4. Intelligence - Analytics on how many people (and how much$$$) are looking for what types of cap allo.
  5. Social - AlloOS and Allo.Capital will be the schelling point for the latest and greatest capital allocation mechanisms.

Monetization

While revenue is not an immediate priority, it will be in H2 2025.

Here are some options for monetization:

  • Staking you must stake ALLO for premium features, which will include telegram access to VIPs, premium features, premium research.
    • +maybe proof of flow staking integrated here.
  • Transaction Fees: Transaction-based fees for premium features, API integrations, and white-label solutions.
  • Retroactive Rewards - from communities like Optimism that have come to depend on
  • Monetized ad slots for suggested queries - sold to developers who want more distribution. Maybe even Harberger taxes on ad slots.
  • Services Fees - The option to kick out from a bot to a person and then be charged T&M to develop a capital allcoation campaign.

Conclusion

AlloOS could revolutionize capital allocation by bridging fragmented tools into a unified, interoperable ux. By enabling seamless navigation between funding mechanisms,AlloOS will unlock new possibilities for decentralized finance, grantmaking, and community-driven funding.

Join us in building the next evolution of capital allocation.

Open Questions/Opportunities

  1. Technology

    1. Which LLM infrastructure do we bet on? Anthropic? ChatGPT? Deepseek? Which model?
    2. DevEx - What is the most elegant way to make it easy to PR in a new cap allo mechanism to the system? ABIs? Javascript modules that wrpa SDKS? How can we make the developer experience good?
    3. Interoperability - Many of the tools we integrate into AlloOS are likely to not be interoperable with each other (diff registries, tech stacks, L2s). how do we manage that complexity? Do we need to map the inputs/outputs of each mechanism? Once we do that can we chain diff tools together?

  2. Product

    1. How might we use these tools at Allo.Capital, to build Allo.Capital ecosystem?
    2. Is there a way we can hook this system into AI, such that it can just ingest a gov forum or whitepaper and suggest rounds with minimal custom input. Eg i just put in my token ticker and it suggests ways i could solve problems by allocating to the ppl solving them.
    3. Mobile - is it important to provide access to these tools in a mobile first environment? What does that look like?
    4. Research - how can we have research piggy back off of this…creating builds and RFPs when we get bounced results?

  3. Go to Market

    1. Juan/Vitalik are the initial customers of this. High power personas with lots of $$ and problems to solve. Who are the next 6-12 customers after that? How can we use our access to top tier ecosystems to take the kind of service we offer to Juan/Vitalik and democratize it to be available for anyone building smaller ecosystems? (Shifting unit economics to be cheaper CPA and higher LTV)

    2. What is the right analytics infrastructure to track when this tool is working/not working for the ppl querying it? How do we plug that into our software dev process to make sure were continuously improving?

    3. The app is built to continuously improve over time as the network effects (more users => more cap allo apps => repeat) What is the minimum featureset that gets ppl to stick around and use it? Fore xample on facebook, they found that if users have > 40 friends they stick around. What is our equivilent for AlloOS? Eg above 3 good experiences, they come back, below 3 good experiences (or 1 bad experience) they never come back.

    4. How to we decipher that from simple round cadence? IE If I need this tool once a year and come back does that make it more/less valuable than someone who uses it 3-4 time and never comes back?

  4. Monetization

  5. What are initial phases?

    1. Freemium
    2. Gated Access to premium features
    3. Further Rev Op

—–

Existing things built on/around Allo

Projects

  1. Grant Stack
  2. Grant Ships
  3. 1Hive
  4. Easy Retro Funding
  5. —–
  6. Allo Gold
  7. Allo IRL
  8. Impact Stream
  9. Proof of Flow
  10. Doogly
  11. Allo Yeeter
  12. AlloKit
  13. Cookie Jar
  14. Streaming quadratic funding

Side Tools

  1. Gitcoin Donor Data
  2. ggFrame
  3. Friction Tools
  4. ViaPrize
  5. (Soon) Grants Transporter
  6. AlloScan (?)
  7. Data Dashboard

Partners

  1. Open Source Observer
  2. Butter
  3. Giveth

In the works now

  1. Info Finance
  2. Deep Funding
  3. Bounties
  4. Futarchy
    AND adding more on demand as we see demand for custom builds.

Friends

  • Royco
  • Boost
  • Splits
  • Drips
  • Futarchy/Butter
  • HATS, Colony, SAFE, Moloch v3, Guild.xyz, and more
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Hi @owocki, I appreciate the vision behind AlloOS, as I believe it aligns closely with my DAO proposal for a Next-Gen AI-Augmented Capital & Resource Allocator. My proposal enhances AlloOS by introducing AI-driven optimizations for capital distribution, governance-weighted funding, and real-time decision-making.

Below, I outline how my proposal integrates seamlessly into the AlloOS framework and enhances its capabilities.

Bridging My Proposal with the AlloOS RFC

  1. Alignment with AlloOS’s Vision

  • AlloOS is designed as a modular, programmable capital allocator, providing infrastructure for onchain organizations to deploy capital efficiently. My proposal extends this vision by introducing an AI-augmented, data-driven allocation system that:

  • Automates and optimizes capital distribution across multiple funding mechanisms.

  • Enhances decision-making through AI-powered insights and real-time data processing.

  • Streamlines capital and resource deployment by using programmable AI agents that execute governance-aligned funding strategies.
    By integrating these capabilities, my proposal enhances AlloOS’s core framework by making capital allocation more intelligent, automated, and impact-driven.

  1. How My Proposal Integrates into AlloOS

A. AI-Powered Funding Intelligence Layer
One of AlloOS’s core challenges is that DAOs and funders often lack real-time, data-driven insights when distributing capital. My solution introduces an AI-powered intelligence layer that:
Analyzes historical funding data, impact metrics, and governance signals.
Recommends optimized allocation models, including quadratic funding, retroactive rewards, and AI-assisted budget allocation.
Automates decision-making based on pre-set DAO preferences, reducing manual overhead.
This AI layer can be implemented as a plug-in module within AlloOS, effectively acting as an “AI Allocator Engine” that provides real-time funding recommendations and ensures more data-driven capital allocation.

B. AI-Agent-Driven Capital Deployment
Currently, AlloOS relies on static allocation models, where capital flows are determined manually or through fixed governance votes. My proposal introduces AI-driven funding agents that:
Continuously adjust capital allocation based on real-time impact data and funding efficiency models.
Use predictive modeling to determine optimal fund distribution for ongoing grants, investments, and ecosystem projects.
Interact directly with AlloOS’s modular allocator contracts to dynamically execute capital flows.
These AI agents integrate with AlloOS smart contracts, allowing them to autonomously manage fund flows based on predefined governance rules while ensuring funding remains aligned with ecosystem needs.

C. Advanced Governance-Integrated Funding Strategies
Governance-weighted funding in AlloOS can be slow and lacks real-time adaptability. My solution introduces AI-enhanced governance-weighted funding models, where:
AI dynamically weighs governance votes and fund allocations based on factors such as community engagement, treasury health, and funding milestones.
Decision-making factors include impact forecasting, funding efficiency metrics, and real-world feedback loops.
The system enables more agile, responsive capital allocation compared to static governance-weighted systems.
This AI-driven governance mechanism directly integrates with AlloOS’s funding marketplace, allowing DAOs to configure adaptive allocation parameters based on real-time data.

3. How This Benefits AlloOS
By integrating AI-powered capital allocation into AlloOS, my proposal brings several advantages:

  1. Enhances Capital Efficiency – AI ensures funds are allocated where they have the highest impact, reducing waste.

  2. Automates Allocation Processes – Reduces manual overhead and governance bottlenecks.

  3. Increases Funding Transparency – AI provides explainable, data-driven allocation reports.

  4. Positions AlloOS as the Premier AI-Powered Capital Allocator – Strengthens AlloOS’s competitive edge in the onchain funding space.

  5. Execution Plan & Next Steps
    Phase 1: AI Allocator MVP for AlloOS (Q2 2025)
    I will develop the AI-powered allocation logic as a module in AlloOS.
    Build an AI-driven funding recommendation engine to assist funders.
    Deploy a basic AI-agent capital allocator integrated with AlloOS’s funding mechanisms.

Phase 2: AI-Driven Governance & Optimization (Q3 2025)
Launch AI-enhanced governance models for weight-based capital allocation.
Introduce real-time fund optimization algorithms into AlloOS.

Phase 3: Full AI-Agent Capital Deployment (Q4 2025)
Deploy fully autonomous AI-powered funding agents to execute capital flows across DAOs.
Expand integration with multi-chain and cross-protocol capital allocation.

Why This is the Future of AlloOS
I think that by integrating my Next-Gen AI-Augmented Capital & Resource Allocator into AlloOS, we create a fully AI-optimized, autonomous, and efficient funding ecosystem. This proposal transforms AlloOS into a cutting-edge, AI-powered capital allocator, ensuring smarter, more effective onchain capital deployment.

link to my proposal; A Novel AI-augmented framework for Quadratic governance and resource allocation - #3 by JoyMutheu

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Very cool proposal @JoyMutheu!

This would be very cool! Kind of like a data provider/RAG that provides specific data for mechanism

This would also be very cool! I’m just wondering how it can be done safely and what mechanisms could be used to ensure its acting in the DAOs best interest

Its currently using Claude but it is very easy to switch models that are supported by Vercel’s AI sdk.

The last thing I did was experiment with using a coding agent to build out a plugin. I gave the agent context on the integration and smart contract call we wanted to support. It largely took it from there! The coding agent and generated Safe Plugin code can be found in this PR

It would take some updates but I do believe the current plugin architecture would be suitable for and is working in this direction!

Super excited about it all!

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Hi @tim let’s chat more on how to launch this cc @owocki