What is the best way to talk about your competition? | Most founders treat their competitor slide like a hit piece. They cherry-pick tiny flaws, use those "feature checklists" where they magically have every green checkmark, and dismiss rivals as "slow" or "old." | You think you’re winning. But to an investor, this looks like a lack of awareness; you’re naive about the real threats in the market. | High-status founders don't dismiss the competition; they show they understand the landscape better than their competitors do. | Today, we’re looking at the "3-Part Narrative" for mapping your rivals. | | What investment is rudimentary for billionaires but ‘revolutionary’ for 70,571+ investors entering 2026? | | Imagine this. You open your phone to an alert. It says, “you spent $236,000,000 more this month than you did last month.” | If you were the top bidder at Sotheby’s fall auctions, it could be reality. | Sounds crazy, right? But when the ultra-wealthy spend staggering amounts on blue-chip art, it’s not just for decoration. | The scarcity of these treasured artworks has helped drive their prices, in exceptional cases, to thin-air heights, without moving in lockstep with other asset classes. | The contemporary and post war segments have even outpaced the S&P 500 overall since 1995.* | Now, over 70,000 people have invested $1.2 billion+ across 500 iconic artworks featuring Banksy, Basquiat, Picasso, and more. | How? You don’t need Medici money to invest in multimillion dollar artworks with Masterworks. | Thousands of members have gotten annualized net returns like 14.6%, 17.6%, and 17.8% from 26 sales to date. | Explore offerings | *Based on Masterworks data. Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd |
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| | If you want to command the room, you need to provide a balanced, objective view of the market. For every major player in your space, you need these three clear pillars: | 1. The Steel-Man | Start by acknowledging why they are successful. | | 2. The Structural Gap | Identify the specific point where their architecture or business model reaches its limit. | Example: "However, because they optimized for simplicity, they struggle to handle complex, multi-departmental workflows." Why? You’re pointing out a built-in trade-off, not just a "missing feature."
| 3. The Category Win | Position your startup as the logical evolution built specifically for that gap. | | | Are you looking to fundraise? Here is how I can help: | |
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