Capital Advisory

Independent investment research and thesis production for select private clients.

We anticipate that emergent digital intelligence will be analogous to the move from single-celled to multicellular life. We use this world model to predict the behavior of financial markets with unusual specificity. Stage 11 Capital Advisory exists to help capital outperform market averages by naming the impacts of the future early and concretely. Our first basket has vastly outperformed the market, and new proprietary tooling is opening additional thesis areas. We work from a deep, hands-on knowledge of where technology is heading, building what the future needs and reporting back what we see. The practice runs through private counsel and a quarterly letter.