Demand for a real answer to concentrated stock is outrunning our ability to schedule it — and the team grew to meet it.

Demand keeps showing up faster than we can schedule it

Hundreds of invitation requests and thousands of site visitors to date. Six new investor and advisor applications this week alone — from ads, direct visits, and outbound calls — and the intro-call calendar is booking into mid-August. Different stocks, same problem: a large, low-basis position the holder wants to diversify without an immediate sale. An exchange fund is designed to address exactly that.

• 📥 Six new applications in one week, across every active channel.

• 📅 Intro calls booked into mid-August.

• 💼 Same question in every conversation: how do I diversify a position I can't afford to sell?

Advisors and family offices are leaning in — and capacity is why

Wealth advisors, multi-family offices, and large RIAs began diligence conversations this week. Their recurring frustration: most exchange funds cap how much of a single stock they'll accept, leaving large positions stranded. Glidepath's structure is designed to offer meaningful capacity — and that is becoming the center of our advisor conversations.

• 🏛️ Advisor and MFO intro calls opened this week, with advisor materials now in professional design.

• 🧱 Capacity is the recurring theme — the gap Glidepath's structure is designed to fill.

The team grew to meet the moment

Two senior additions joined this week: a head of distribution with decades of experience scaling alternative-investment platforms in wealth management, and a head of investments with two decades at the world's largest asset manager and deep experience in quantitative, tax-aware research.

• 🤝 Senior distribution leadership — alternative-asset distribution into the advisor and family-office channel.

• 📐 Senior investment leadership — quantitative, tax-aware research at the largest asset managers.

By the numbers

Hundreds of invitation requests and thousands of site visitors to date · 6 new applications this week · September 30, 2026 target first close

Behind the Scenes

• 📰 Glidepath was featured in The Information's "Private Jets Are Scarce. Blame the Gusher of AI Wealth" — the same AI-wealth wave creating the concentrated positions Glidepath is built for.

• ⚖️ The broker-dealer's FINRA continuing-membership application was designated substantially complete, starting the review clock.

• 🧾 Offering-document drafting continued; the due-diligence questionnaire neared final draft.

• 🏛️ Long-term structure work continued with institutional service providers and outside tax counsel.

• 🏦 Fund banking setup was completed.

• 🌐 Company email and accounts consolidated onto glidepath.ai.

If you hold a concentrated, low-basis stock position and want to see whether an exchange fund fits, start at flycraft.com/invest.