LIVE · 5 U.S. LISTINGS COVERED IN THE LAST 90 DAYS
Every company that goes public gets covered.
Including yours.
We read the S-1 so your competitors don't have to. Every U.S. listing gets a competitive stub — the rivals it named in its filing and one read on what that means. Selected companies get the full Exposure Report.
Competitive stubevery listing
Ticker, listing date, the S-1's named competitors, and one editorial takeaway.
Exposure Reportselected
Share-of-presence, a 90-day signal timeline, and the white space mapped.
The IPO-watch digest — every new filing, weekly.
Covered — trailing 90 days
Plaid Fintech · Open Banking Jun 04, 2026 Exposure Report
Names Stripe, Visa and Mastercard's Finicity as the field. The pipes are the battleground now.
MRDN Meridian Pay Fintech · Payments May 28, 2026 Stub
Names just two rivals in the whole filing. A two-horse race, by its own account.
APRT Aperture Compute Software · Cloud Infrastructure May 12, 2026 Exposure Report
Names twelve rivals — the most of any software listing this quarter. A field this crowded is a positioning problem stated out loud.
CRDG Cardinal Genomics Life Sciences Tools · Genomics Apr 30, 2026 Exposure Report
Sells the picks and shovels of the genomics rush. Quiet on the public wire — which is its own kind of signal.
SOLS Solstice Security Software · Security Apr 22, 2026 Exposure Report
Names the platform vendors it's trying to unbundle. The whole pitch is that the suite has gotten too big to defend.