First Monthly Portfolio Update Published

The Mid-March 2026 Portfolio Update is the first in a planned monthly series. It covers all eight projects in the portfolio with a score matrix (product readiness, distribution readiness, capital efficiency, moat, near-term revenue, and strategic upside), per-project snapshots with 30-day outlooks, a finance update, and an appendix on the AI operating model. The document is designed to show month-over-month progress to current and potential investors, with each future edition reporting back against prior commitments. This marks a shift from heads-down building to structured external communication.