Lowest-friction paid step
One sector. One deep dive. One day.
Give us one sector you're sizing up. In 24 hours you get back a ranked shortlist of who's actually accelerating — in plain English you can take straight into a meeting — without borrowing an engineer's afternoon.
The honest version of urgency
€7 once. Your dive lands within 24 hours.
I won't fake a countdown at you. The only clock that matters is your own: if the thesis is live this week, that's when a 24-hour answer is worth most. And if you upgrade to Dashboard within 14 days, the €7 comes off — so a "no" today costs you nothing.
Why I built this — The Data Nerd
You've had a sector thesis sitting in your notes for weeks. I built First Look for exactly that.
You save a market map, bookmark three companies, tell yourself you'll come back on Sunday — and then the week takes over. I know the feeling from the other side: I'm an engineer, not a dealmaker, and honestly I'm useless in a room. I'd rather read a commit history than work a conference. So the only way I ever learned who was accelerating was to read the repos myself.
The Sunday before a $4M round I should have been in, I'd already drafted the three-line note to the founder — I'd seen exactly how their team was shipping — and then I talked myself out of sending it. Three weeks later the deck went out and the round closed inside a week. The read was right. I just sat on it. First Look exists so you never have to.
That's the whole deal here. You don't read code — that's my job. Give me one sector and I'll spend the next day reading the public engineering activity across it, then hand you back a ranked shortlist in plain English — the kind of read you can take into a meeting and sound early, not technical. That's what a First Mover does: reach the founder before the round, on a signal someone else already read for you. One thesis, one clean answer, while the question still has heat.
What actually lands in your inbox
Two lines from a dive — anonymised, but this is the exact shape.
A verdict, the reason in plain English, and what to do about it. Never a chart you have to decode.
Worth a meeting
Company A — settlement-layer fintech. Engineering headcount roughly doubled in six weeks, and they're quietly shipping the FX edge-case handling rivals will copy within a year. Reach the founder before the round.
Pass for now
Company B — same sector. Loud hiring announcement, but the work is docs and config, not product. The momentum is in the press release, not the code. The number that matters didn't move.
Illustrative format, companies anonymised. Your dive names the real ones in your sector.
Urgency
Delivered within 24 hours
Useful when the thesis is live, not someday.
Risk reversal
Credits toward Dashboard
If you upgrade within 14 days, the €7 is not wasted.
Right moment
Best while the question's hot
One live thesis, answered in a day — that's exactly what it's for.
What you walk away with
- One sector deep dive, delivered in 24 hours. The analyst afternoon you'd otherwise have to borrow.
- A ranked shortlist of who's actually accelerating — in plain English. Who's worth a meeting, who isn't, and why.
- One follow-up question, answered by a person. Reply and you get a real written answer — never a bot.
- 14-day credit toward Dashboard. Upgrade inside two weeks and the €7 comes off.
If this already feels familiar
Best fit: when you like the Sunday rhythm but want one thesis-specific test before going deeper.
Not necessary: if the free watchlist is enough and you're not yet sizing up companies often enough for a missed one to sting.
If you already know you need the broader field: go straight to Dashboard.
One live thesis, one clean answer — in 24 hours.
If a sector's hot for you this week, €7 is the cheapest way to get a real read while it still matters. Refunded if it isn't useful.
€7 once · 24-hour delivery · 14-day refund · credits toward Dashboard
Why this matters right now
You should be able to test this before you talk yourself into something bigger.
This exists to give you one clean proof point. Not a pitch. Not a commitment. Just a sharper answer while the question is still alive.
If this feels too early
Stay with the free Sunday email until the question gets louder.
If the free weekly shortlist proves useful, this page will still be here when you want a sharper test on one thesis.
Get the free Sunday emailBefore you spend €7
No testimonials here on purpose — check the work, don't trust a stranger's quote. The methodology is on SSRN and a sample issue is public, so €7 buys you the real read, not a teaser. A person reads the repos and writes your dive — reply with a question and you'll get a written answer, in batches, never a bot. If it isn't useful, reply within 14 days and I'll refund the €7.
Checkout
Buy First Look
One click to secure Stripe checkout — you'll enter your email and choose your sector there.
€7 once · secure checkout via Stripe