June 3, 2025
0
Crypto Research and Advisory
This business would help serious crypto investors with capital deployment decisions by delivering high-conviction token research, market insights, and personalized strategy advisory.
Industry
Crypto
Expertise level
Advanced
Business Model
Consulting for Equity
Competition
Medium
Business Type
B2C
Snapshot of the Business & Idea
Executive Summary
Business Concept
Helps serious crypto investors deploy capital wisely by offering deep token research, strategic insights, and advisory on high-potential opportunities.
Why We Chose This
Investor demand is shifting from hype to informed conviction; high-net investors seek clarity, risk control, and strategy in a volatile market.
Core Problem
Most crypto investors rely on hype over analysis—leading to poor entries, unmanaged risk, and missed gains on early-stage, high-upside opportunities.
Why Now
Regulatory clarity, institutional adoption, and a maturing investor class create urgent demand for professional-grade crypto strategy support.
Who This Is Perfect For
Crypto-exposed family offices, active angel investors, and exited tech founders seeking asymmetric returns through expert guidance and research-driven clarity.
NICHE, OFFER & MODEL
Information about the niche / Market
About The Niche
A growing segment serving HNW investors and funds who need structured, high-trust crypto insights beyond retail hype and generic research.
Market Size
Annual Growth Rate
tam
$605M
sam
$121M
sOm
$12M
Competitive Analysis
Top 3
Competitor Weakness
Has limited institutional presence and primarily targets retail investors, lacking tailored services for high-net-worth or professional investor segments.
Competitor Weakness
Crowe’s crypto services primarily cater to institutional clients like banks and large financial firms, offering limited support for boutique investor needs.
Ideal Client Profile
Crypto-Focused Family Office Principal
Senior wealth allocator managing crypto exposure for UHNW families.
US
$1M+
40-60
Pain-to-Dream State
Struggles to vet token deals → Gains trusted pipeline with strategy-backed entries
High-Stakes Web3 Angel Investor
Hands-on investor deploying personal capital into early-stage crypto projects.
US
$2M+
30-50
Pain-to-Dream State
Drowns in hype cycles → Gets high-conviction research for asymmetric bets
Hedge Fund PM Seeking Alt Exposure
Institutional portfolio manager diversifying into high-alpha crypto strategies.
US
$3M+
35-55
Pain-to-Dream State
Needs alpha in volatile cycles → Accesses thesis-driven token intelligence
High-Net-Worth Tech Founder
Successful entrepreneur exploring crypto as a next-gen wealth vehicle.
US
$5M+
30-50
Pain-to-Dream State
Unsure where to start in crypto → Gets guided entry with institutional-grade strategy
The market shows steady year-over-year growth, driven by increasing demand and emerging trends.
Pain Points & Desires
Top Pain Points
Information Overload
Lack of Diligence Support
Poor Entry/Exit Timing
Top Desires
High-Conviction Investment Ideas
Trusted Research Partner
Strategic Edge
Offer Details
Client-Financed-Acquisition Offer
Lvl 1 - Client-Financed-Acquisition Offer
Middle Recurring Offers
Lvl 2 - Monthly Recurring Stability Offer
Product Name
Ongoing Benefits
Pricing Model
Monthly Strategic Research & Portfolio Advisory
• Ongoing advisory for serious investors • Monthly custom reports, alerts, and rebalancing insights • 1:1 strategic sessions per month
$1,200/month
Backend Offers
Lvl 3 - Performance-Based Profit Offer
Business Model & Operations Overview
Operational Brief Overview
The business delivers personalized crypto investment research and strategy via 1:1 advisory sessions, monthly reports & token diligence packs tailored for high-net-worth investors.
Business Model
The business charges upfront for token research, earns monthly retainers for ongoing strategy, and takes a 3% performance fee on realized token gains.
Fulfillment Method
DFY
DWY
Delivery Channels
Agency & Managed Services
Marketing & Sales Strategy
How We Get Clients
Go-To-Market & Blitz Scaling Strategy
Target UHNW crypto investors through high-trust direct response funnels, niche content, outbound sequences, and partnership-led credibility pipelines.
4 Core Traffic Methods
Pay-Per-Click (PPC)
Run direct response Meta and Google ads with hooks like “Avoid Your Next Rug” leading to landing pages offering a $5K Token Research Pack. Automate retargeting.
Outbound Sales
Pull lead lists from family office directories, fund databases, and LinkedIn Sales Navigator. Send value-first messaging followed by VSL links and custom audit offers.
Referrals/Partnerships
Partner with boutique crypto funds, multi-family offices, and token launchpads. Offer revenue-sharing on referred clients and co-branded research drops to build credibility.
Organic
Publish SEO-optimized deep-dive articles like “How to Vet a Token Like a VC” and YouTube Shorts breaking down trending tokens with CTA overlays. Repurpose into LinkedIn carousels.
Marketing & Sales Funnel Structure
Marketing Call Funnel
Landing Page
Lead Magnet
Lead Capture
Typeform
Call Booking
Calendly
Success Page
Booked Call
Sales Call Funnel
Pre-call Content
Booking
Sales Call
One-call close
Final Outcome
Signed Client
Lead To Close Timeline
Scheduled to Closed
7 days
Average Order Value
Cost Per Acquisition
Operations & Fulfillment Plan
How Results & Value Are Delivered
Information About The Operation & Fulfilment Plan
Clients receive a detailed token research report, as well as a strategic allocation brief, and monthly insights via 1:1 calls and secured data rooms.
Founder Capability & Requirements
Client insights are continuously collected and applied to refine research quality, tailor strategy frequency, and better align with evolving investor objectives.
Dream Team Requirements
Role
Responsibilities
Lead Crypto Research Analyst
Conducts deep-dive token evaluations, market analysis, and risk assessments
Client Success Advisor
Manages client onboarding, reporting, and strategic advisory sessions
Investment Strategist
Develops portfolio theses, entry/exit timing, and advisory frameworks
Client Journey & Retention Strategy
Detailed Client Journey Flow
Continuous Client Management
Ongoing client value is delivered through structured insights, proactive communication, along with tailored support for evolving portfolio needs.
Feedback Loop & Iteration
Client insights are continuously collected and applied to refine research quality, tailor strategy frequency, and better align with evolving investor objectives.
Retention & Ascension Models
Clients are retained through consistent high-value insights and upgraded via exclusive research access, performance-based models, and premium advisory tiers.
Flywheel & Growth Model
Rapid Client Results
Clients see ROI through early token wins, strategic clarity, or downside protection within 30 days, fueling referrals
Recurring Revenue
Monthly retainer model ($1,200/m) ensures stable cash flow through ongoing research, advisory sessions, and performance tracking.
Referrals & Incentives
Offer 10% referral commission or retainer discount for client-introduced leads who convert into full-paying research clients.
Case Studies & Testimonials
Each client engagement includes tracked outcomes; anonymized results are packaged into case studies & video testimonials.
Flywheel/Network Effect
As more investors engage, data improves, case study volume increases, and token access networks deepen—amplifying brand trust.
Competitive Moat
Built through niche investor targeting, deep personalization, outcomes-focused research that generic newsletters can't replicate.
Stickiness
Ongoing value: timely insights, portfolio reviews, exclusive deal flow, and a high switching cost tied to strategic continuity.
IP Frameworks
Proprietary token analysis models, decision templates, and market scoring systems built from real investment scenarios.
Finance & Key Metrics
Financial Overview
Snapshot of Finances
Startup Capital Required
Average Client Value
Profitability & Margins
Target Profit Margin
Typical ROI Timeline
42 Days
Beyond the Front-End
Vertical Scaling
Offer Expansion
Expand by introducing token launch advisory, on-chain analytics dashboards, and VIP investor circles to deepen engagement and increase client lifetime value.
Add a $10K token launch strategy package
Launch a premium dashboard offering custom metrics
Monetize access to exclusive token briefings
Horizontal Scaling
Potential Acquisitions & Partnerships
Scale by acquiring niche crypto research firms, token evaluation newsletters, or boutique investor advisory services to expand reach and asset base.
Acquire a Substack newsletter
Absorb a boutique token scoring firm
Merge with an advisory group
Clear Exit Strategy & Valuation
Ideal Buyer Profiles
Crypto Asset Managers
Family Office Aggregators
Institutional Crypto Exchanges
Recent Comparable Exits
Portfolio
Performance in
May 30, 2025
$4.56M
In Monthly Revenue
5
New Millionaires
5
Funded Startups
$43M
Combined Valuation
Apply to Build & Scale This Business Idea
Build this business with High Ticket Ventures!
50/50 Equity partnership
42 Days to validate with 3 clients
Plus +
$3,000 - $5,000 Initial Investment
Scalable to 7-8 Figures in 12 Months
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