Investor Due Diligence Report
by Charlie Garcia
Capital Mischief: what I learned briefing six presidents, applied to your portfolio. The market-moving events. Before the smart money sees them.
14K
420 paid
+9.0%
Insufficient data
13 of 30 days needed
Pricing
$100/mo
$720/yr annual option
$19K
420 paid subs
$19K/mo – $19K/mo(±0%)
100.0
272.5
2.66%
(comments + likes) / subscribers
~3x per week
3.5 posts/week
72/100
Consistent (~2.1d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Money Tips Money Hacks | 104K | +2.5% | $7/mo | substack |
| Hump 🐪 Days | 75K | -0.8% | Free | substack |
| Young Money by Jack Raines | 61K | -0.8% | Free | substack |
| Lupton Capital - formerly Jonah’s Growth Stocks | 43K | N/A | Free | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 4K | $6,210 | — |
| Mar 2026 | 13K | $20,160 | +224.6% |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Some posts outperform significantly
Subscriber threshold
14K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 162 similar-size peers in Finance have paid tiers
Pricing position
$100/mo vs $1,963.41/mo category average (1215 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $100 | $720 |
| Mar 2026 | $100 | $360 |
Disclaimer: This report is generated automatically based on publicly available data and proprietary estimation models. Estimated subscriber counts are derived from engagement patterns and should be verified through direct disclosure. Revenue estimates are based on known pricing and estimated paid subscriber counts. This report is for informational purposes only and should not be the sole basis for investment decisions.
| Component | Score | Weight |
|---|---|---|
| Engagement Rate | 50/100 | 30% |
| Paid Subscriber Ratio | 30/100 | 25% |
| Growth Consistency | 9/100 | 15% |
| Publishing Consistency | 54/100 | 10% |
| AI CFO Office |
| 36.5K |
| +2.0% |
| $35/mo |
| substack |
Revenue Model
Active paid subscription tier