Start with 25 clients. The first pilots are free.

One review a quarter. One more when it matters. Nothing unsupervised.

• One quarterly review video per covered client — the quarter is the product’s rhythm, and the review is its delivery.
• One on-demand video each quarter — a market-shock explainer, or a prospect walk-through before the second meeting.
• Thirty minutes of voice and phone Q&A — the analyst line, on the page or over the phone, per covered client each quarter.
• The audio edition, included — the same review as a private podcast episode, in the client’s own feed.
• Re-renders during approval — revising the video until the advisor signs off is part of making the one video right, not a separate charge.

The ceiling isn’t a meter we bolted on. No video — quarterly or on-demand — reaches a client without advisor sign-off. The supervision chain you’re buying for compliance is the same gate that makes unsupervised generation impossible.

• A CSV of positions for the clients you pick. No custodian integration required for a pilot.
• One advisor to review and approve before first use. Nothing reaches a client without that sign-off.
• Your honest reaction, including the parts we won’t enjoy. That is the actual price.

We measure the time you get back first, watch rates second. At the end of the quarter you keep everything that was produced either way. If the numbers aren’t there, we part ways — there is nothing to cancel and no invoice to argue about.

The unit is per client, per quarter, and it covers everything listed above. The rate declines as coverage grows across your book. We set it together when your pilot numbers are in, not before — quoting a figure today would be guessing at a book we haven’t seen.