We pull the comp, founder provenance, and market-size pressure-test. You stay on the calls.
When you're seeing eight decks a week, the comp pull alone eats half a Saturday. We run that pull plus founder provenance plus a market-size pressure-test, sourced and graded, before your IC. You stay on the calls.
Refund if it does not land, requires a 15-min call so I can learn what missed. No follow-up email harassment, ever.
CHAPTER II · The desk
175
Named analysts
6
Specialised desks
48h
From question to brief
$497
First brief, no commitment
CHAPTER III · The deliverable
Structured so a reader who has ninety seconds, nine minutes, or ninety minutes each gets a different, honest answer.
Bottom-line answer
Confidence interval. Pre-committed kill criteria.
Desk deliberation
Where the six desks converged. Where they did not.
Provenance ledger
Green, yellow, or red on the people behind the deal.
Evidence base
Sizing, comp set, comparable cases. Numbers graded A–D.
Adversarial round
Strongest argument against the thesis. Unforced moves.
Recommendation
Three sentences. Calendar gates if you advance.
Sources, methodology, voting record
Footnoted, dated, audit-ready.
p. 04 · AI Agent SaaS comparables, valuation pressure-test
# bottom-line answer (p. 01 → cross-ref)verdict: priced at AI-infra median, not SaaS.forward_arr_multiple: 31.0x A1vs public software comp set: +1 turnvs last private mega-deal: -1 turngap_closes_if: NRR ≥ 130% for 2 more quarters.gap_widens_if: Anthropic ships native tool-use.
CHAPTER IV · What happens after you click
No discovery deck, no scoping gauntlet, no procurement form. Four steps.
Today
You order via Whop
$497 cleared instantly. Or book the 15-min scope call first.
Today
You send the question
One paragraph, replied to me directly. The 48-hour clock starts here.
Within 48h
The desk writes
Six desks deliberate, sources pulled, footnotes graded.
+48h
Brief lands
PDF in inbox. Bottom-line on page 01. 6 to 12 pages.
CHAPTER V · Why this, for you
You're seeing 8 decks a week. We run the comp, founder provenance, and market-size pressure-test in 48h. You stay on the calls.For solo VCs, ICP I
| Existing tool | Per question | Turnaround | What you get |
|---|---|---|---|
| Big-three consulting deck | $150K–$350K | 5–10 weeks | Slow. Process-heavy. |
| Expert network call | $1,500–$5,000 | 3–10 days | One voice. No synthesis. |
| Data terminal subscription | $20,000 / yr | On demand | Data, no conclusion. |
| ℵ Aleph Brief | $497 | 48 hours | Brief. Graded. Sourced. |
Sources: published rate cards; Stanford HAI Foundation Model Transparency Index 2024; Vectara Hallucination Leaderboard 2025.
CHAPTER VI · Two ways onto the desk
A topic we could run for you next: Are AI agent SaaS comparables expensive at $30M ARR, or under-priced against the next 18 months of ACV expansion?
Diagnostic
$497/ brief
Refund if it does not land. 15-min call required so I can learn what missed.
One question, one brief. 48-hour turnaround. No commitment after.
Order your first brief →Desk · Monthly
$1,997/ month
Standing research desk. Up to 8 briefs per month, soft cap. Private Slack channel. Weekly office-hour. Cancel anytime, 14-day notice.
Start the monthly DeskEmbed · Quarterly
$6,490/ quarter
A separate product from Desk, not a longer or cheaper one. Custom desk profile, every brief personally reviewed by the founder, daily Slack channel, quarterly strategy memo, founder-direct line. First 5 clients only because founder bandwidth is the cap.
Open a conversationCHAPTER VII · The next move
If you have ever paid an analyst for one question, you know what 48 hours costs.
Refund if it does not land. 15-min call required so I can learn what missed.