
Fwd: from a friend
Investor Due Diligence Report
Current musings, hyper-fixations, and finds I typically text my friends — from the founder of cupcakes and cashmere.
117K
~0%
Subscriber count is a platform estimate
Insufficient data
24 of 30 days needed
Pricing
$5/mo
$55/yr annual option
$42K
~9.9K est. paid subs
$21K/mo – $63K/mo(±50%)
14.4
89.6
0.09%
(comments + likes) / subscribers
Weekly
1.0 posts/week
87/100
Very Consistent (~7.0d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Jay’s Letter | 31K | N/A | Free | substack |
| Deep Thinkers | 20K | +2.6% | $10/mo | substack |
| Milkman Delivers | 16K | N/A | Free | substack |
| Vanity & Virtue | 16K | N/A | $7/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Apr 2026 | 116K | $41,781.75 | — |
| May 2026 | 116K | $41,781.75 | ~0% |
| Jun 2026 | 116K | $41,781.75 | ~0% |
| Jul 2026 | 116K | $41,781.75 | ~0% |
| Aug 2026 | 117K | $42,141.94 | ~0% |
| Sep 2026 | 116K |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
117K subscribers — above the 1K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
75% of 40 similar-size peers in Lifestyle have paid tiers
Pricing position
$5/mo vs $5.53/mo category median (958 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $5 | $55 |
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.
Score based on available components only.
| Component | Score | Weight |
|---|---|---|
| Engagement Rate | 53/100 | 30% |
| Publishing Consistency | 82/100 | 10% |
| 15K |
| N/A |
| Free |
| substack |
| $41,781.75 |
| ~0% |
| Oct 2026 | 117K | $42,141.94 | ~0% |
Revenue Model
Active paid subscription tier