60+ Niche Derivatives Built with Partners
Navigate Advisory Group partnerships create specialized, niche-specific derivatives of our Core Infrastructure verticals. Example: stockreportai.com (broad, Core) spawns sp500ai.com, financialanalysisai.com (niche, Strategic Ventures). Partners co-create these apps, earn advisory shares + profit sharing, and receive leads from Core vertical apps. These 60+ strategic assets are held for long-term growth and customer engagement—NOT sold.
$3.44M ARR across 4 products
Paying customers/partners
Combined exit value (6-10x ARR)
Days to full deployment
Example Strategic Ventures
These are examples of Navigate Advisory Group partnerships. Each is a niche derivative co-created with domain expert partners who earn advisory shares, profit sharing, and leads. Every venture is built on Navigate Agents and hosted on Navigate Datacenter.
Aristotle
AI Educational Mentorship Platform
Transform how individuals learn with AI-powered personalized education. Aristotle adapts to each learner's pace, style, and goals—delivering Socratic dialogue that makes complex topics accessible.
Key Features
- Personalized learning paths with adaptive difficulty
- Socratic dialogue for deeper understanding
- Multi-subject coverage (STEM, humanities, languages)
- Progress tracking with knowledge gap identification
- Corporate L&D integration for employee training
Performance Metrics
Wisdom AI Compass
Investment Research & Stock Analysis
Institutional-quality investment research for wealth advisors and individual investors. Wisdom AI analyzes 10-Ks, market trends, and analyst reports—delivering actionable insights in seconds.
Key Features
- Real-time stock analysis across 5,000+ tickers
- 10-K and earnings call transcript analysis
- Portfolio risk assessment and diversification scoring
- Custom alerts for market events and price targets
- Integration with major brokerages and wealth platforms
Performance Metrics
The Strategic Ventures Advantage
Why niche derivatives create long-term value and deeper customer engagement
Domain expert partners co-create niche derivatives with Navigate Advisory Group. They contribute expertise, validate market fit, and earn advisory shares + profit sharing. Example: stockreportai.com (Core) → sp500ai.com, financialanalysisai.com (Strategic).
Unlike Venture Portfolio projects, Strategic Ventures are NOT sold. These 60+ apps are strategic assets generating recurring revenue and deepening customer relationships within each vertical.
Partners receive leads generated from Core Infrastructure vertical apps. The broad apps (Core) feed qualified prospects to specialized derivatives (Strategic), creating a virtuous cycle of customer acquisition.
Strategic Investor & Advisory Share Model
Portfolio 2 isn't open to passive capital—only to domain experts who contribute their knowledge
Domain experts only. Portfolio 2 products are joint ventures with Navigate Advisory Group coalition partners. To invest, you must:
- Have deep domain expertise in the product's vertical (e.g., accountants/analysts for finance products, HR professionals for talent products)
- Actively contribute to product development, go-to-market strategy, or customer success
- Put skin in the game—earn advisory shares through contributions, not just capital
Strategic investors earn advisory shares in the Navigate Advisory Group based on their contributions to their domain vertical. These shares entitle them to distributions from the entire Portfolio 2 ecosystem—not just a single product.
Example: An accountant contributes to Aristotle's financial literacy curriculum. They earn advisory shares and receive distributions from Aristotle, Wisdom AI Compass, Navigate Advisory Platform, and NavigateBMS—because all products benefit from the coalition's collective knowledge.
Navigate Agents is our internal AI engineering team that builds custom automation for portfolio companies. Current waitlist: 4 months.
Coalition partners get priority. Strategic investors in Portfolio 2 move to the front of the line for Navigate Agents projects. This means faster deployment of AI agents for their own businesses—creating a virtuous cycle of value.
Rapid Integration Timeline
From acquisition to full deployment in 30-90 days
- • Map current workflows and pain points
- • Identify optimal Navigate product for deployment
- • Define success metrics and KPIs
- • Create detailed integration roadmap
- • Migrate to Navigate Datacenter (70% cost savings)
- • Set up development and staging environments
- • Configure Navigate Agents API access
- • Integrate with existing tools (CRM, accounting, etc.)
- • Deploy Portfolio 2 product in pilot mode
- • Train team on new workflows and tools
- • Run parallel systems to validate accuracy
- • Gather feedback and optimize configuration
- • Switch to full production mode
- • Sunset legacy systems and reduce costs
- • Monitor KPIs and measure ROI
- • Identify opportunities for further optimization
See Portfolio 2 Products in Action
Schedule a demo to see how Navigate Capital's Portfolio 2 products transform SMB service companies through AI-powered automation.