Capital Advisory

Independent investment research and thesis production for select private clients.

We anticipate emergent digital intelligence will be analogous to the move from single-cellular to multi-cellular life. Stage 11 Capital Advisory exists to be unusually early and unusually specific, with a track record to demonstrate it: our first basket has vastly outperformed the market. We trade on a deep working knowledge of where this technology is heading, building what the future needs and taking some positions along the way. Our practice is done through private counsel and a quarterly letter.