In 1981, AutoCAD put engineering design in the hands of individual engineers. In 2022, Cursor put AI-native coding in the hands of every developer. Reef is building the same shift for biology: describe the behavior you want, like "bacteria that sense glucose above 5mM and produce insulin for six hours," and get a simulated, validated, build-ready genetic design. The AI handles the expertise. You review and ship biology.
Synthetic biology is a $19B market growing to $112B by 2033. Every company in it engineers organisms. None of them have a Cursor.
Market sizes are third-party estimates, shown for context. Detailed TAM/SAM/SOM modeling and our revenue projections are in the deck.
Foundation models for biology (Evo2, ESM3, AlphaFold3) made natural-language intent into structured circuit design tractable. Eighteen months ago it wasn't.
The first FDA-approved live biotherapeutics created a category. Every company racing into it needs circuit-design tooling.
Incumbents went wider (more of the lab stack), not deeper. The circuit layer, the wiring above proteins, remains unoccupied.
Most know what they want to build but lack the systems-biology expertise to design it. The right AI layer lets any trained biologist design at a computational-PhD level.
Design lives in a notebook and never connects to synthesis, sequencing, or characterization. A two-week validation takes six.
Characterization data is trapped in individual notebooks and never aggregated, so everyone simulates from decade-old, mismatched parameters.
One natural-language request returns a complete, validated design, with no code and no juggling five tools. Try the live engine on reef.bio →
Every circuit designed, built, and characterized in Reef returns a validated data point that sharpens the next prediction. Over years, this becomes the largest database of real circuit behavior, which is irreproducible without running millions of experiments.
Built on SBOL, the open synbio standard. Interoperable with the whole ecosystem; proprietary formats are dead in this community.
An open design canvas makes Reef's format the default, with the iGEM to professional pipeline as a recurring, low-cost acquisition channel.
The natural incumbents are structurally barred from this layer: selling researcher design tools would cannibalize their own foundry or licensing revenue. (Detail in the deck.)
Two stacking streams at ~90% gross margin, with an optional co-development tier later.
Tiered plans from a free entry tier through team and enterprise, each with a monthly credit bundle for AI generation and simulation. (Exact tiers and credit pricing in the deck.)
A percentage of every synthesis and sequencing order routed through the integrated provider network, additive to subscription revenue on every tier.
The behavior engine and circuit validator run today; you can try them on reef.bio. The roadmap closes the design-build-test loop, then expands up the abstraction stack.
Upload a design, get failure prediction before synthesis. Running in the browser now.
SBOL visual editor, AI copilot, simulation, registry search, one-click synthesis ordering.
The design-build-test loop closes; versioning, collaboration, and pathway design.
Whole-organism design, the living-medicine module, and an open API on the data layer.
A clinician-scientist who knows when an AI's biological output is nonsensical, owns regulatory strategy (FDA / IND / LBP), and opens academic and clinical relationships.
An AI engineer building the copilot, the simulation backend, the visual editor, and the provider integrations.
Building the Cursor for organisms takes someone who thinks like a biologist and someone who builds AI systems. Neither alone would build the right product. Full founder bios are in the deck.
Request the investor deck: the detailed market model, financials, competitive teardown, moat, and the round. We'll send a tracked link and follow up.