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.

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 7โ€“9 minute read

What's inside each brief

  1. 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.

  2. Watchlist

    Three to four earlier-stage names with weaker-but-interesting signals. Companies graduate to a Deep Dive as the evidence accumulates.

  3. 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.

  4. Scoreboard

    Monthly, public: every company we flagged, when we flagged it, and what has happened since. The track record is the product.