Equity research, but the investment is your career
Due diligence for your next job.
We analyze breakout startups the way investors do โ hiring velocity, talent flow, developer traction, funding filings, founder pedigree โ and answer the one question investors never ask: is this actually a good place to work?
Built for senior and staff engineers who are quietly keeping an eye out โ not scrolling job boards. You value equity upside, you know joining pre-breakout can be life-changing, and you have been burned (or watched a peer get rich at a company you passed on). One high-signal email a week gets you to the five companies worth talking to before the crowd does.
Get the Tuesday brief
Free. One email a week. Unsubscribe anytime โ no spam, no recruiter pitches.
A VC associate gets a written memo before wiring $2M. You are betting four years and your vesting schedule โ and all anyone hands you is a Glassdoor page and a recruiter pitch. That asymmetry is the product.
Every Tuesday morning ยท 7โ9 minute read
What's inside each brief
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Deep Dive
One breakout company, ~800 words. What they build, the dated momentum evidence, who is betting, our honest read of the risks and the questions worth asking before you join, and a scored verdict.
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Watchlist
Three to four earlier-stage names with weaker-but-interesting signals. Companies graduate to a Deep Dive as the evidence accumulates.
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Signal of the Week
One pattern across the ecosystem โ the kind of read that makes you smarter about where the market is moving, not just one company.
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Scoreboard
Monthly, public: every company we flagged, when we flagged it, and what has happened since. The track record is the product.