We build the companies we’d want to use.

A handful of bets a year. Real revenue by week 12, or we shut it down. We publish everything.

Tell us what you’re building
SIGNAL LOG04.27.2026AUSTIN
DEMAND CURVE / B2C TOOLING / WK 05 / +312%
SOCIAL READER / WK 02
FORMERA / WK 19SPINNING OUT
VERTICAL SAAS / WK 04
SIGNAL → REVENUE / WK 07

Three bets. One shipping. One closed. One pending.

Selected work · more on request.

SPINNING OUTWK 19

Formera

Post-surgical recovery system

  • +312% demand · D30 retention 64% · Spinning out.
CLOSEDWK 02

Social Reader

  • Signal threshold not met. Closed week 02.
TESTINGWK 04

In build

Consumer · category disclosed at WK 04

  • Signal pending.

We publish what we close.

AN AI-NATIVE CONSUMER STUDIO

The process

Four gates. Twelve weeks.

Every bet runs the same clock. Clear all four — it gets capital and a team.

No exceptions.

  1. PROBLEM SIGNALWEEK 2

    Ten of ten users confirm the pain. No signal — closed here.

  2. DEMAND SIGNALWEEK 4

    Conversion clears the bar. The market pulls — we don’t push.

  3. USAGE SIGNALWEEK 8

    D7 retention holds. Organic only — forced engagement is a failure signal.

  4. REVENUE SIGNALWEEK 12

    Real money from real customers. Or it ends.

Build with us.

Send a paragraph. Operators, investors, co-builders — same address.

We read every note. We reply when we can help.