Proprietary intelligence for investors

See the digital economy the way a tech CEO does

Ben Legg built the platforms others analyse. Now he gives investors operator-grade judgement, proprietary ad spend data and an early read on how business models are changing before it shows up in earnings calls.

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Where investors use Ben

Operator judgement and proprietary data, applied to the questions that move positions.

Revenue forecasting

Granular, like-for-like forecasts for the major tech and digital advertising platforms.

Variant perception

A read on consensus narratives across digital ads, search, social media, chatbots and gaming — and where they may be wrong.

Second-order AI effects

How AI Overviews, chatbots and agents reshape search economics, ad TAM and platform moats.

Durability calls

Real five-year moats versus companies riding the wave on borrowed time.

Due diligence

Strategic diligence and winner/loser risk assessment on potential acquisitions.

Custom deep-dives

Bespoke research across ad-tech, the creator economy, chatbots and eCommerce.

Proprietary data assets

A proprietary view of where budgets are moving

The panel tracks like-for-like trends in spend, CPM and CTR across the major digital advertising platforms, including emerging AI channels. Combined with Ben’s direct conversations with the marketers setting those budgets, it reveals where demand is moving before it shows up in earnings calls.

$1.2bn+

Annual digital ad spend tracked across the panel

300+

Companies covered in the US, UK and Canada

20+

Senior marketers contributing demand-side insights every month

Major ad platforms with rolling four-quarter forecasts

Seeing around corners

A public, dated forecast record

Ben calls structural shifts years before consensus, and points investors to what they should be digging into next.

GDPR a sub-1% revenue hit to Meta when the market feared serious damage.

Apple's IDFA change would hurt but recover within about six months.

Google would soften third-party cookie deprecation rather than follow through — called in 2022.

WhatsApp for Business worth $100–300bn to Meta.

One-person, AI-supported companies taking more than half of global ad spend.

Total ad spend re-rating towards $2.3tn by 2030 as advertising takes a larger share of GDP.

Each call is built on the same method

Proprietary spend data, weekly conversations with ad buyers, two decades of operator pattern recognition and proactive forecasting of how the biggest tectonic plates will move.

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Why Ben, not an analyst

Operator altitude. Live data. Direct lines.

Ben did not just cover the platforms — he helped build one. He led Google’s global ad revenue strategy, then spent a decade as a PE-backed adtech CEO.

That combination of operator judgement, live spend data and direct access to senior marketers gives investors a view no pure analyst can replicate.

Advisor to Wall St and private equity funds since 2010.

Due diligence conducted on 200+ tech companies.

15 adtech acquisitions completed.

10+ adtech ventures built from scratch.