To Our Long-Term Partners
We are officially retiring all monthly subscription tiers.
We were warned this would hurt our short-term conversions, but this project has never been a volume game; it is a search for aligned, long-term partners.
Our work is built on institutional-grade primary research. The monthly reports we publish are not recycled news, AI blabber, or basic financial modeling.
They are built from exhaustive 1-on-1 private interviews with key industry stakeholders: executive management, current and former employees, direct competitors, suppliers, and clients.
These proprietary conversations allow us to build concrete projections and gather raw field data that public markets completely overlook.
However, the nature of our work is shifting, and our reporting must evolve with it.
We recently raised a few million dollars at what we believe is the peak of a market bubble. Consequently, we are focusing our capital on negotiating and closing controlling stakes (51%+) in private enterprises.
Because our upcoming monthly reports will now detail live, highly sensitive private acquisitions and deal mechanics, we can no longer share them broadly.
From this point forward, they will be reserved exclusively for our Inner Circle members.
Window for Alignment: For those ready to commit to our long-term horizon, we are offering a final alignment window.
From now until the end of the month, any new annual subscriber will be automatically upgraded to the Inner Circle tier. This grants you full access to our private acquisition diaries and institutional research at our standard annual rate, after which the Inner Circle will close to new standard members.
Operational Update. Deploying Capital in a Bubble
On the operational side, we have some significant updates.
Last week, we closed our first private deal. While local bureaucracy means official registration will take 1 to 2 months, the transaction has been secured.
Behind it, we have two additional deals in the final sprint of our pipeline, and we expect to close at least one more before the end of the year.
We understand that committing capital in this environment is difficult.
Many of our partners have been burnt by the sheer incompetence and friction of legacy banking and regulatory structures under our previous setup. We watched partners spend months just trying to register or liquidate funds for no logical reason.
When the system makes you jump through those kinds of hoops, committing capital is understandably hard. Because of this, many of our partners choose to test the waters with a £100k commitment before scaling up.
To fully support our capital partners, anyone committing £100k or more directly to our projects will receive immediate complimentary lifetime access to the Inner Circle.
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