Week in Review: July 6–12, 2026

Week in Review: July 6–12, 2026

Week in Review: July 6–12, 2026

Picture of Izzy

Izzy

Founder and CEO

This week was about wiring the front door to the plumbing: the standalone Glidepath site moved into the final build while booking, advertising, and distribution channels were connected behind it.

Glidepath's new home is one step from live

The standalone site is now in final build, fully separate from the Craft charter brand. The official domain was decided this week — glidepath.ai — and every page, ad, and email will point there. A working build went up for review on Friday, with launch gated only on final copy and domain configuration.

  • 🌐 Domain locked: glidepath.ai. Chosen this week as the single home for the fund, with domain setup underway on the site platform.

  • 🧭 One application path. Every call to action on the site routes to a single apply flow at glidepath.ai/reserve — no scattered forms.

  • 🎨 One brand system everywhere. The finalized palette and typography now carry through to the advisor deck and brochure in progress, so what you see is consistent from first ad to fund documents.

Getting answers now takes minutes, and the follow-up is automatic

The intro-call pipeline is live end to end. You can book a call directly from a scheduling link, and confirmations, reminders, and a plain-English prep note arrive automatically before the call. The first inbound applications came through the new form this week, and the complimentary position breakdown — a look at your embedded gain and what a sale today would generally trigger — is part of every first conversation. This is not tax advice.

  • 📞 Direct booking is live. Scheduling, confirmations, and pre-call prep notes now run without back-and-forth email.

  • 📥 First inbound applications arrived. Two form submissions came in this week; one has already booked a call.

  • ✈️ The QR placards work. Codes placed aboard aircraft are generating scans and site visits.

The exit path is being built to institutional standards

Work advanced this week on the long-term design of how investors may eventually exit. The team held diligence calls with white-label ETF service providers — and evaluated a custom-index approach designed to track major benchmarks closely. Exit options vary by fund, may include ETF shares, cash, or securities, are subject to manager discretion, and are described in the offering documents. This is not tax advice.

  • 🏦 Vendor diligence underway. Calls with ETF platform and trust providers focused on custody, administration, and portfolio management for a potential future listed vehicle.

  • 📈 Custom-index approach evaluated. Designed to mirror major benchmarks while keeping fund costs down.

More ways for you — and your advisor — to find us

Four acquisition channels were stood up this week so the site launch lands with distribution behind it. A paid-search engagement was confirmed, cold email copy and infrastructure moved into final review, cold-calling scripts are ready and waiting on the site, and an educational content pipeline was commissioned at three articles per week covering exchange-fund and concentrated-stock topics. This is not tax advice.

  • 🔎 Paid search confirmed. Campaigns are built to go live alongside the site, with conversion tracking from day one.

  • 🤝 Senior distribution help agreed. Terms were reached with an experienced fund-distribution executive to lead warm introductions to RIAs and multi-family offices.

  • 📊 Advisor deck near a shareable draft. Structured as problem → solution → how it works → terms, built for advisors who already know exchange funds.

Behind the Scenes

  • ⚖️ Outside tax counsel review continued, including how the optional ETF exit may be described in marketing materials.

  • 🛡️ FINRA continuing-membership application work was scoped: the investor portal must be demo-ready at submission, and working screenshots are being prepared.

  • 📋 Outsourced chief-compliance-officer proposals were compared side by side, and marketing-archiving compliance software is under evaluation.

  • 🧾 Fixed-fee quotes were requested from two law firms for drafting the private placement memorandum.

  • 🎓 A team member sits a FINRA qualification exam Monday as broker-dealer licensing work continues.

Ready to see what Glidepath could mean for your concentrated position?

Ready to see what Glidepath could mean for your concentrated position?

Ready to see what Glidepath could mean for your concentrated position?