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Notes on building for the long clock.
Essays on building AI-native SaaS inside a studio, unit economics, and what we're learning building our brands.
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May 19, 2026·Investors·5 min read
Customer concentration is the most underpriced risk in lower-middle-market SaaS.
How Cobalt Glacier underwrites customer concentration on three axes — revenue share, contractual entrenchment, and narrative dependence — and the diligence workstream we actually run.
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May 16, 2026·Founders·6 min read
The Cobalt Glacier B2B SaaS brand-readiness checklist.
Six readiness workstreams — commercial, product, customer, financial, legal, and operational continuity — and the exact items an operator co-founding a brand with us can prepare to compress the timeline without compressing the rigor.
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