OUR SERVICES
Business consulting that suit your needs
[01]
The Equity Realism Audit
In an investment landscape saturated with "price targets" and "bull cases," the most difficult thing to find is an objective, cold-blooded assessment of a company’s true standing. The Equity Realism Audit is a specialized service from 2G Capital designed to strip away market sentiment and provide institutional-grade skepticism for your portfolio.
How You Benefit
Most analysts are paid to be optimistic. We are not. Our clients use this service to:
-
Identify Narrative Rot: We find the gap between a company’s public "growth story" and the verified financial events on its balance sheet.
-
Mitigate "Lollapalooza" Risks: We look for the compounding errors and psychological biases that others miss.
-
Verify Assumptions: We stress-test your investment thesis against realistic, non-idealized scenarios.
Preparation
To begin, you will need to provide the ticker symbol and, if applicable, your current internal investment thesis. We do not require your proprietary data; we simply need to know the assumptions you want us to stress-test.
How to Book
To initiate an Equity Realism Audit, please submit a request through our Client Portal. Following your submission, our Chief Strategist will conduct a brief intake call to ensure your needs align with our skeptical methodology.
[02]
Strategy and operation
The Structural Integrity Assessment
While the "Equity Realism Audit" looks at a single company, the Structural Integrity Assessment focuses on the ground beneath it. We examine entire sectors—such as the auto parts industry, food service management, or luxury goods—to determine which competitive "moats" are based on reality and which are based on market folklore.
How You Benefit
Investors often fall into the trap of "sector-wide optimism." Our assessment solves this by providing a cold, comparative analysis of the actual landscape. We help you:
-
Validate Market Share Claims: We don't just look at what companies say their penetration is; we look at the verified physical or digital footprint of the business and its rivals.
-
Expose Over-Leveraged Narratives: We identify when a sector’s growth is driven by unsustainable debt or temporary market anomalies rather than true operating leverage.
-
Prepare for Disruption Realistically: We analyze threats—like the shift to autonomous systems or changing global supply chains—without the "hype" often found in venture-backed reports.
[03]
Improving processes
The Hindsight Performance Review
Investment success is often attributed to skill, while failure is blamed on "market conditions." At 2G Capital, we know that reality is rarely that convenient. The Hindsight Performance Review is a forensic analysis of your past investment decisions designed to separate repeatable logic from sheer luck. We don't look at what happened; we look at why you thought it would happen and how that compares to the actual events that followed.
[04]
Human Capital
At 2G Capital, we do not view "Human Capital" through the traditional lens of corporate sentiment or "unlimited potential." Instead, we categorize our team as Cognitive Infrastructure—the specialized biological and intellectual architecture required to process, filter, and verify market data.
In a field where most firms focus on "finding the next big thing," our human capital is deployed for a singular, more difficult purpose: preventing the next big error.
Building a business plan
[05]
Investment Managment
The Verification Desk (Ongoing Monitoring)
In the modern equity market, the volume of data is overwhelming, but the volume of verified information is remarkably small. The Verification Desk is a subscription-based service from 2G Capital that acts as a filter for your ongoing investment thesis. We don't provide "news alerts"; we provide event verification.