Morning Thesis for Teams
A daily intelligence brief,
built for your watchlist.
Morning Brew doesn’t know your portfolio. Bloomberg is a firehose. An in-house analyst email is a junior-hire time-sink. Morning Thesis is the middle path — LLM-curated, human-grade editorial, personalized to your team.
Get a free custom sample brief →What your team gets
Portfolio tracking
Daily signal on every company you own — from primary sources, written for operators who don’t have time for a junior-analyst summary.
Competitor watch
Moves, launches, hiring patterns, regulatory actions. The LLM editor rejects ~25% of the daily feed as noise; you read only what matters.
Theme monitoring
The two or three narratives your investment thesis depends on, tracked daily across 50+ tier-1 sources.
Why It Matters
Every story gets a one-paragraph analyst take — the second-order effect, what to watch next, who wins and who loses. Not a summary. A take.
How it works
- 1Onboarding (30 min)
You give us 15–40 focus keywords — companies, tickers, themes, people, competitors. We configure your brief.
- 2Daily delivery
6 AM local time, branded header, unsubscribe-free, delivered to your team’s inboxes.
- 3Weekly tuning
We review what hit and what didn’t. Adjust focus keywords. Refine source weights. You get sharper signal every week.
Pricing
First 3 design partners: Team tier locked at $500/mo for 6 months, even when we raise.
Team
$500/mo
- ✓Up to 10 recipients
- ✓20 focus keywords
- ✓Email delivery · 6 AM local
- ✓Today's Theses + Why It Matters
Most common
Fund
$1,500/mo
- ✓Up to 25 recipients
- ✓40 focus keywords
- ✓Slack / Teams integration
- ✓Weekly tuning call
- ✓Archive access
Enterprise
$3,000+/mo
- ✓Unlimited recipients
- ✓Unlimited keywords, custom categories
- ✓API access to raw feed
- ✓SLA + dedicated analyst review
- ✓White-label option
Get your free custom sample brief
Give us 10 focus keywords for your team. You’ll get a branded sample brief in your inbox — usually within 24 hours. If it’s not the sharpest daily read your team gets, no charge, no pitch.
Eron Schmedes · 770-883-9517 · eronschmedes1@gmail.com