PM Researcher
Investor Due Diligence Report
substackBusiness
I like mental models and complex projects.
Investor Due Diligence Report
I like mental models and complex projects.
7K
700 paid
N/A
-0.0%
net churn
Pricing
$5/mo
$50/yr annual option
$3K
700 paid subs
$3K/mo – $3K/mo(±0%)
4.6
21.1
0.37%
(comments + likes) / subscribers
Weekly
1.5 posts/week
63/100
Consistent (~5.3d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| future/proof | 348K | +0.3% | $9/mo | substack |
| SemiAnalysis | 321K | +0.5% | $50/mo | substack |
| Founding Journey | 251K | N/A | $50/mo | substack |
| Pagebound's Substack: Page Against the Machine | 174K | +0.6% | Free | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Mar 2026 | 3K | $1,192.5 | — |
| Jul 2026 | 7K | $2,782.5 | +133.3% |
| Aug 2026 | 7K | $2,782.5 | ~0% |
| Sep 2026 | 7K | $2,782.5 | ~0% |
| Oct 2026 | 7K | $2,782.5 | ~0% |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
7K subscribers — above the 2K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
58% of 125 similar-size peers in Business have paid tiers
Pricing position
$5/mo vs $5/mo category median (922 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $5 | $50 |
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 | 86/100 | 30% |
| Paid Subscriber Ratio | 90/100 | 25% |
| Publishing Consistency | 39/100 | 10% |
| 3MTT Lagos Community |
| 117K |
| N/A |
| Free |
| substack |
Revenue Model
Active paid subscription tier