WALL STREET MEETS FANTASY FOOTBALL
Play the market.
Own your league.
Manage your rosters like a portfolio. Price the market. Hedge your risk. Dominate your league.
THE THESIS
Every serious fantasy player is already a portfolio manager.
They just don't have a Bloomberg terminal for it.
Capital, everywhere.
Redraft entry fees, dynasty asset value, Best Ball exposure — scattered across five apps with no consolidated view of what you own or what it's returning.
Price discovery, ignored.
ADP is a live market price. Nobody treats it like one — no cost basis, no trend, no replacement cost, no weekly returns on the capital deployed.
Risk, unmanaged.
One QB injury defaults an entire passing stack. Players feel the concentration but have no way to measure it, price it, or hedge it.
THE PRODUCT
A trading terminal for your fantasy portfolio.
Consolidated capital & returns
One P&L across redraft, dynasty, and Best Ball. Cost basis, ROTCE-style capital efficiency, and return attribution — the brokerage statement fantasy has never had.
ADP-as-price engine
Live ADP as a market price: gainers & risers, replacement cost as VaR, weekly returns on deployed capital. The native language of every screen.
Risk & hedge advisory
Correlation-driven exposure detection, then hedges via Vegas props & DFS positions on venues that already carry the license. We advise; we never hold the bet.
AI agents with attitude
Boardroom to trading-floor swagger. The one number that matters, delivered with a voice you actually want to open. Tunable intensity, screenshot-worthy lines.
SIGNATURE FEATURE
We don't sell the bet. We call the hedge.
EXPOSURE DETECTED
38%
of your projected points depend on the Bengals passing game.
RECOMMENDED HEDGE
"You're 38% exposed to one QB's health. Amateur hour. Fade the stack — take the under on a Bengals team total, or a DFS lineup that shorts them. Sized to neutralize ~60% of your downside."
— Floor Agent
BASIS-HONEST BY DESIGN
Imperfect hedges, priced honestly. Our edge is quantifying exactly how much exposure each position offsets — executed on licensed venues, never on us.
THE TIERS
Three tiers. One climb.
Wall Street look. Plain-English words. The terminology is a reward for going deeper — never a barrier to starting.
THE ANALYST
$5/mo
Draft smarter. Start winning.
- Rankings, projections & start/sit
- One-tap league sync
- Spot who's rising before your league does
- Trade analyzer & waiver picks
- A “what you'd lose” score on every player
THE TRADER
$15/mo
See every team as one. Manage the risk.
- Everything in Analyst
- All your teams in one view
- What Vegas expects him to score
- Too-many-eggs-in-one-basket alerts
- Backup plans that pay off
THE WOLF
$49/mo
Total command. The full terminal.
- Everything in Trader
- The full terminal — command bar & your desk
- Are you getting your money's worth
- Run the season thousands of times
- Pro mode: flip on the real metrics
Most revenue concentrates in The Wolf — high-commitment dynasty players with real sunk capital and near-zero seasonal churn.
THE EDGE
The math is table stakes. The moat is everything else.
THEM
- Single-league, single-format tools
- Dry spreadsheets, no point of view
- Projections & sims as commodity
- No consolidated capital view
- Win one league at a time
US
- One portfolio across every format
- A voice you want to open — swagger built in
- ADP-as-price + ROTCE capital efficiency
- Hedge advisory nobody else frames
- Dominion over all of them at once
THE BRAND
Smart. Sexy. Fun. Ruthless.
Fantasy is trash talk and dominion. We're the only terminal with a pulse.
THE ANALYST
BOARDROOM MODE
"Your roster's Sharpe just cratered. You're carrying concentration a first-year associate would get fired for. Rebalance."
THE CLOSER
TRADING-FLOOR MODE
"You drafted Chase at 1.01 and left him naked? That's not conviction, that's negligence. Buy the hedge and act like you've done this before."
THE SCOUT
VALUE MODE
"The whole league's asleep on this waiver. Green means undervalued. Move before ADP catches up and prints your gains for you."
Tunable intensity. Users dial the swagger from boardroom to floor — the edge is opt-in, screenshot-worthy, and viral. Full alpha energy, broad enough to win the whole competitive market (and stay fundable). Archetypes in the spirit of the genre — no named-likeness impersonation.
THE HORIZON
A market for your risk — built the smart way.
NOW — PLAY-MONEY MARKET
Users pledge virtual currency to injury & performance contracts against each other.
- Full options-market UX & price discovery
- Zero custody, zero CFTC, zero insurance law
- Legally a game — like play-money poker
- Generates a crowd-sourced injury-probability curve
- That data becomes our pricing engine
LATER — REAL-MONEY EXCHANGE
A regulated derivatives venue — gated, not guessed.
- — Sports event contracts = CFTC-regulated swaps
- — Requires DCM registration + money-transmitter licensing
- — Kalshi is litigating this state-by-state right now
- — Supreme Court likely to rule by 2026 year-end
- — Explicitly gated: needs its own raise & license
We build toward it with data — we don't bet the company on regulation.
THE ROADMAP
From prototype to portfolio terminal.
NOW
Validate
Consolidated portfolio dashboard on real Best Ball data. Landing page + waitlist. Test willingness-to-pay for the quant framing before building the deep engine.
Q3 '26
Best Ball Launch
Freemium go-live for Best Ball Summer. ADP-price engine, Starter & Pro tiers, Underdog import. Content marketing with the brand voice.
Q4 '26
The Risk Desk
Correlation heatmaps, Vegas implied points, hedge advisory. DK & FanDuel imports. Dynasty consolidated view. Wall Street tier opens.
'27
The Terminal
Full ROTCE capital dashboard, play-money contract market, licensable pricing engine. In-season optimizer. Scale the moat.
THE MARKET
The demand curve is bending our way.
$33B+
global fantasy sports market, 2026 — on track to nearly double by 2030
16.5%
CAGR of premium analytics subscriptions — the category's fastest-growing revenue model
~30%
of fantasy football players already pay for tools — our beachhead, not the whole 65M
Illustrative ARR at blended ~$15/mo
THE HONEST FRAME
This is a profitable niche-SaaS play with a credible path to $5–10M ARR and a natural acquirer set (Underdog, DraftKings, FantasyPros).
The durable asset isn't the subscription — it's the risk & pricing engine underneath, licensable to operators and sportsbooks.
Build the desk. Own the league.
A trading terminal for fantasy portfolios — serious quant underneath, ruthless swagger on top. Profitable niche today, licensable engine tomorrow, regulated exchange on the horizon.