☕ Wednesday, March 5, 2026
Good morning.
Tomorrow changes everything
THE BIG ANNOUNCEMENT
Thursday 1 PM: SpaceX investment memo goes live.
Who gets it: Founderscrowd Premium members only.
What's in it: Buy SpaceX before the June IPO.
The allocation: 100 spots. First-come, first-served.
Retail investors can also join!
If you're not Premium by tomorrow morning, you're on the outside looking in.
🎯 Join Founderscrowds Premium
(Want to invest in SpaceX?)
Our investment strategy aligns with exactly these shifts:
1. We focus on infrastructure, not apps.
The deals we source are in AI infrastructure, energy tech, robotics, and enterprise SaaS — categories where capital is concentrating and exits are more predictable.
2. We provide secondary access.
Many of our deals are secondary purchases of existing shares in companies like SpaceX, Stripe, and Databricks — giving you pre-IPO exposure at discounts to eventual IPO pricing.
3. We help you build patience into your strategy.
Private market investing requires 7-10 year time horizons. Our portfolio approach (spreading $5K-$10K across 5-10 companies) helps you build diversification while accepting illiquidity.

This week's opportunities include:
Pre-IPO secondaries (companies filing for 2026 IPO)
Energy infrastructure plays (grid tech, power efficiency)
AI workflow automation (picks and shovels, not models)
Why This SpaceX Deal Is Different
Here's what everyone gets wrong about SpaceX:
Myth: "SpaceX builds rockets."
Reality: SpaceX is 80% Starlink (satellite internet).

2025 numbers:
Total revenue: $15B
Starlink: $10.4B (69%)
Launches: $4.4B (29%)
2026 projected:
Total revenue: $23.5B
Starlink: $18.7B (79%)
Launches: $4.8B (20%)
Starlink subscriber growth:
Dec 2023: 2.3M
Dec 2024: 4.6M (doubled)
Dec 2025: 9.2M (doubled again)
Dec 2026: 18-20M (projected)
This isn't a rocket company. It's a SaaS company growing 100% year-over-year.
Netflix took 7 years to double twice. Starlink did it in 24 months.
The Math Smart Money Is Running
Here's why institutions are writing $10M checks right now:
Today: Buy at pre IPO (private market)
June: IPO at $1.5T-2T (public market)
The gap: 87.5% upside (probability)

But here's the play:
Step 1: Invest $10,000 at PreIPO
Step 2: IPO hits $2T in June
Step 3: Sell half your position (+87.5% = $8,750 profit)
Step 4: You've recovered $13,750 of your original $10K
Step 5: Keep the other half riding for free
Result: You locked in most of your IPO gains AND you still own SpaceX shares with almost zero cost basis.
This is how wealth transfers happen.
Early access = capture the IPO pop.
Retail access = pay the premium.
Three Catalysts Wall Street Isn't
Pricing In Yet
Catalyst #1: xAI Merger (Feb 2026)

SpaceX acquired Elon's AI company for orbital data centers.
Why it works: Space has 24/7 solar + infinite cooling + Starlink bandwidth.
First test: 2027. If successful: $100B+ revenue stream.
Catalyst #2: Starship Economics
Current cost to orbit: $1,500/kg
Starship target: <$100/kg
At <$100/kg, this becomes profitable:
Orbital manufacturing
Space-based solar
100K+ satellite constellations
Test flight: Late March. Watch this closely.
Catalyst #3: Direct-to-Cell (Launching 2026)
Starlink satellites connect to regular phones. No dish needed.
Partners: T-Mobile, Rogers, Optus
Market: 5 billion mobile users
Revenue: $10-20B/year by 2028
The $1.5T IPO valuation doesn't include these yet.
The Honest Risks
(Because I Won't BS You)
Risk #1: Starship test fails in late March
→ Cost advantage gone
→ $1.5T valuation drops to $800B
Probability: 20-30%
Risk #2: IPO delays 12+ months
→ Your money locked up
Probability: 15-20%
Risk #3: Post-IPO crash
(See: Coinbase -53% in 12 months, Rivian -85%)
Probability: 25-30%
Risk #4: Tiny allocation
Request $1,000 → Get $200-300 filled
Probability: HIGH (demand is insane)
Expected value: 47% return in 4-12 months (probability-weighted).
Not guaranteed. But those are the odds.
What Happens Tomorrow (Timeline)
Thursday, 9 AM EST:
Premium members receive email: "SpaceX Investment Memo – 47 Pages"
Inside:
Full business breakdown
Bull/bear scenarios
Valuation analysis
Investment instructions
7-day decision window

Allocation fills fast:
Hour 1-24: ~40% gone
Hour 24-72: ~75% gone
Day 5-7: Waitlist only
If you're not Premium by 9 AM tomorrow, you don't get the memo.
Premium: Last Chance at $40/Month
Join today:
$40/month (locks in for life)
SpaceX memo drops tomorrow 12 PM
100 allocation spots
Join after SpaceX launches:
$120/month (forever)
No allocation access
You're on the waitlist
The difference: $80/month. $960/year.
But here's the real cost:
If you invest $1,000 in SpaceX and it IPOs at $1.5T:
Gross profit: $875
After fees: ~$700 net
Your $960 annual Premium cost just paid for itself.
From one deal.
The Two Emails
Tomorrow morning, you get one of these:
Email A (Premium members):
"SpaceX Investment Memo – 47 Pages"
Full access. Investment instructions. 7 days to decide. First-come allocation.
Email B (Everyone else):
"SpaceX Investment Memo – Premium Only"
You can read ABOUT the opportunity. You can't participate. You're on the waitlist.
Which one do you want?
What I'm Doing
I joined Premium 3 months ago.
Tomorrow I'm investing the maximum allocation they'll give me in SpaceX.
Why?
I believe Starlink hits 100M subscribers by 2030.
I believe the IPO happens in June (too much momentum to stop).
I believe the 87.5% gap is real (institutions don't bluff with $10M checks).
But I also know:
Starship could fail (20-30% chance)
My allocation will be small (maybe 20-30% of what I request)
Post-IPO could crash (25-30% chance)
Expected return: 47% in 4-12 months.
I'll take those odds all day.
24 hours until the memo drops.
Are you in, or are you watching?
Alberto
P.S. When I started Founderscrowd, it was personal.
Three years ago, my college roommate invested $10K in Databricks Series B.
36 months later, he cashed out $850K.
I had the $10K. I believed in the company. But I wasn't "accredited."
So he got rich. I watched.
That moment changed everything.
Founderscrowd exists so that never happens to you.
Tomorrow, retail gets institutional access to the IPO of the decade.
But only if you're Premium.
24 hours.