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The Tech Business Analysis Playbook
The exact frameworks behind every siliconcent teardown — the scorecards, worksheets, and unit-economics models for reading 10-Ks, S-1s, and deal filings like an operator. Stop guessing how the giants make money. Run the numbers yourself.
What you get
A method and a toolkit, not a list of opinions.
Read a filing like an operator
A repeatable method for pulling the real story out of a 10-K, 10-Q, S-1, or proxy — segment margins, take rates, capex, and the line items companies bury.
Named, reusable frameworks
The exact scorecards and worksheets used in the teardowns — the Distribution Scorecard, the capex-as-moat framework, the regulatory-exposure scorecard, and more.
Unit economics that hold up
CAC payback, LTV/CAC, NRR decomposition, gross-margin destiny, and the Rule of 40 — modeled the way an operator actually runs them, not a textbook.
A method, not a hot take
Every framework is analysis-first and source-grounded. You learn how to think about a business and its tradeoffs, not what to do about a stock.
Choose your tier
Every tier is a one-time purchase. No subscription.
Starter
The teardown toolkit
$39
- The full Playbook PDF — every framework behind the siliconcent teardowns
- The Distribution Scorecard
- The segment-margin worksheet
- The 10-K / S-1 reading checklist
Pro
Every scorecard + worksheet
$79
- Everything in Starter
- The full scorecard pack: capex-as-moat, regulatory-exposure, take-rate-under-pressure, supply-concentration
- The NRR-decomposition worksheet + pricing-model decision matrix
- The unit-economics scorecard (CAC payback, LTV/CAC, Rule of 40)
- Spreadsheet templates (Google Sheets + Excel)
Operator
Editable models + updates
$149
- Everything in Pro
- Fully editable valuation + cohort models
- A filings-analysis walkthrough (how to read a real 10-K end to end)
- Quarterly updates as filings and frameworks evolve
14-day money-back guarantee. If the Playbook doesn't sharpen how you read a filing, email support@colsonsuperapps.com for a full refund.
Questions
What format is the Playbook?
A polished PDF plus the spreadsheet templates (Pro and Operator). The Operator tier adds editable models and quarterly updates. Everything downloads instantly after checkout.
Is this investment advice?
No. The Playbook is an analytical toolkit for understanding business models, unit economics, and strategy. It is education and framework, not investment, financial, legal, or tax advice, and nothing in it is a recommendation to buy or sell any security.
Who is it for?
Founders, operators, product leaders, analysts, and investors who want to read primary filings and reason about tech business models with the same rigor used in the siliconcent teardowns.
Do I get future updates?
Starter and Pro are one-time purchases of the current edition. Operator includes quarterly updates as filings and frameworks evolve.
Analysis, not investment advice. The Playbook is an educational toolkit for understanding business models and tradeoffs. It is not investment, financial, legal, or tax advice, and nothing in it is a recommendation to buy or sell any security.
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