Three products.
One operating system.
VI Stack opens to paying members at launch. The structure is locked. Here is what each option costs, what is inside, and who it is for.
Three ways in.
A summary of the three paid products. Full detail on each is below.
The Templates
The four-block method as a Notion workspace. Run it manually.
- Full Notion workspace
- Framework reference cards
- Lifetime access and updates
- $50 credit toward Full OS
Foundation Setup
Your first guided session with the platform. Blocks 1 and 2 written for you.
- AI-guided coaching session
- Five Foundation frameworks
- Initial Hunting Ground
- Notion + PDF, yours to keep
- $100 credit toward Full OS
Full OS
The complete platform. All four blocks live, every day of the year.
- All four blocks, end to end
- 5 active research tracks
- Advisory Board anytime
- Weekly recap newsletter
- 7-day conditional money-back
Feature by feature.
Hover any row to compare across all three. Dashes mean the feature is genuinely absent, not coming-soon.
| Templates | Foundation Setup | The platform Full OS | |
|---|---|---|---|
| Format & access | |||
| Delivery format | Notion workspace | Notion + PDF | Web platform |
| Access duration | Lifetime | 30 days platform + lifetime export | Annual |
| Upgrade credit toward Full OS | $50 within 30 days | $100 within 30 days | — |
| The four blocks | |||
| Block 1 · Foundation | Manual templates | Written for you | Editable + reviewable |
| Block 2 · Hunting Ground | Manual tracker | Built for you | Live + refreshable |
| Block 3 · Research Engine | Manual gates | — | Live, 5 active tracks |
| Block 4 · The Watch | Manual tracker | — | Live + monitoring alerts |
| Coaching & support | |||
| AI-guided coaching | — | One session | Unlimited |
| Advisory Board | Scoring sheets only | Part of session | Free-form chat, anytime |
| Weekly recap newsletter | — | — | Personalised, every Sunday |
Full OS
The complete operating system. All four blocks live in the platform, every day of the year.
Who it is for
Investors ready to run real value-investing process on real positions. The only product that gives you the platform on an ongoing basis, with the Research Engine, the Watch, and the Advisory Board active year-round.
What is inside
All four blocks, end to end
Foundation (Block 1) and Hunting Ground (Block 2) as a starting point. The Research Engine (Block 3) running the five gates on every candidate. The Watch (Block 4) keeping every live position current.
Five active research tracks at once
Quality over volume. Five companies under active research at any time. WAIT, WATCHLIST, and completed verdicts do not count against the cap.
Advisory Board, anytime
The free-form Advisory Board chat is available outside the gated research flow. Bring a company, ask any of the archetypes a question, get an answer in their voice.
Weekly recap newsletter
A personalised email every Sunday summarising what changed across your portfolio, watchlist, and active research that week.
7-day conditional money-back
Full refund within 7 days. One guardrail: no more than one terminal Block 3 verdict in that window. Enough room for a real trial without turning the refund into a one-week extract-and-leave.
30-day read-only grace at non-renewal
If you choose not to renew, the platform stays read-only for 30 days so you can export everything. Your data is then retained for 12 months in case you come back.
Coming to Full OS
Full OS keeps getting better.
A few features are still in development. Each one ships into Full OS as it lands, at no extra cost. There is no higher tier above Full OS, ever.
Member community
A private space to discuss companies, share research, and pressure-test theses with other serious value investors.
Quarterly and annual deep newsletters
Long-form portfolio review writing that goes beyond the weekly recap. Built around the Block 4 review cadence.
Notion and PDF export of every output page
Take any output off the platform in a clean, printable form. The raw JSON export is already available; this adds the polished version.
Foundation Setup
Your first guided session with the AI. The platform builds Blocks 1 and 2 with you, then exports it all so you keep the work forever.
Counts as a $100 credit toward Full OS if you upgrade within 30 days.
Who it is for
Investors who want a real Foundation written for their specific situation, and a first-hand look at the AI platform, without committing to the full annual subscription.
What is inside
A real AI-guided coaching session
Not a static document. The platform walks you through Block 1 and Block 2 in a conversation, asking the questions a value-investing coach would ask. The output reflects your actual answers, not a generic template.
Five Foundation frameworks, written for you
Investing philosophy, risk framework, circle of competence, portfolio construction rules, portfolio allocation framework. Each one written from your session, not pre-filled.
Initial Hunting Ground
A curated universe of companies inside your circle, pre-screened by the Advisory Board archetypes. Becomes the research backlog you carry into whatever comes next.
Notion + PDF export, yours to keep
Everything from the session lands in a Notion workspace and as a printable PDF. Both stay yours after the session ends, with no subscription needed to read them.
30 days to revisit the session
Platform access stays open for 30 days so you can come back, adjust answers, and re-export. After that the artifacts are yours; the platform locks until you upgrade.
What is not included
Block 3 (Research Engine) and Block 4 (The Watch). The Advisory Board free-form chat. Live position tracking. Those run inside the platform on Full OS only.
The Templates
The method on paper. Run it manually, on your own, no platform login.
Counts as a $50 credit toward Full OS if you upgrade within 30 days.
Who it is for
Investors who want the structure of the four blocks but prefer to do the work manually. Best for members whose process is already established and who want a clean home for it, or members trialling the method before committing to the platform.
What is inside
Notion workspace, pre-built for the four blocks
Every page you need to run the method by hand: Foundation framework templates, Hunting Ground tracker, the five Research Engine gates with prompts and scoring sheets, position tracking with monitoring anchors. Duplicate to your workspace and start.
Framework reference cards
One-page summaries of each Foundation framework (philosophy, risk, circle of competence, portfolio construction, allocation) so you can apply the method without re-reading the source material every time.
Lifetime access and updates
One payment, no expiry, no subscription. When the templates are refined or extended, the updates land in your workspace at no extra cost.
What is not included
The AI coaching. No Advisory Board chat, no automated research, no live data, no monitoring alerts. This is the manual track.
Questions worth answering.
Why is Full OS annual only?
Value investing is a long-term practice, and the VI Stack method matches it. Foundation gets reviewed once a year. Block 4 has quarterly and annual position reviews. Monitoring anchors track companies across multiple earnings cycles. A research arc from Gate 1 to a real verdict can take weeks of patience. Annual pricing reflects the rhythm of the work, and frees you from re-deciding your subscription every month while you are thinking on longer horizons.
What is the difference between Templates and Foundation Setup?
Templates is the manual track. You get the Notion workspace and the framework reference cards, and you do the work yourself, no AI involved. Foundation Setup is your first hands-on session with the AI platform. It runs a guided coaching conversation that produces Blocks 1 and 2 written for your situation, then exports the result so you keep it forever. Same artifact format on the surface (Notion + PDF), but the work that produces it is fundamentally different.
What does the 7-day money-back actually cover?
Seven days from purchase, full refund, no questions asked beyond a single guardrail: no more than one terminal Block 3 verdict in that window. Why a guardrail? Because each terminal verdict is a complete piece of research output you keep, and the refund window needs a stop so it stays a real trial rather than a one-week dip-in. One verdict is plenty to take the platform on a serious test drive.
What happens to my data when I cancel?
If you choose not to renew, the platform stays read-only for 30 days. You can export everything you have built (Notion + PDF + raw JSON) and read your past sessions, but cannot start new ones. After the 30 days, the account locks but your data is kept for 12 months in case you want to come back and pick up where you left off. After 12 months, it is auto-anonymised. You can also request immediate deletion at any point under GDPR.
Do the prices include VAT?
Prices are shown excluding VAT. Local VAT is calculated and added at checkout based on your billing country, handled by our payment processor. This is the standard practice for premium digital subscriptions, and it keeps the headline price the same for every visitor regardless of where they live. The total you actually pay is shown before you confirm.
How does the upgrade credit work?
Buying Templates earns $50 toward Full OS if you upgrade within 30 days. Foundation Setup earns $100 on the same terms. Credits stack: a buyer who picks up both then upgrades inside the window saves $150 off the first year. After 30 days the credit expires. The credit is automatic, no code to remember.
When does paid access open?
Soon. Waitlist subscribers get first notice as each product opens, in this order: Templates first, then Foundation Setup, then Full OS. The free newsletter ships in the meantime and is the clearest preview of how the method works in practice.
Be first in line when paid access opens.
One signup covers everything. Waitlist subscribers get first access to each paid product as it opens, and the free weekly newsletter in the meantime.