Dossier 001 2026.05.16 / V1.0 Internal Only
From Kevin Hoang To John Armstrong
Brief No. 001 Esports / Industry Layer Partnership: Kevin × John Draft v1.0

We are not
building a newsletter.
We are building the rail
the esports industry
runs through.

You have 100,000 esports professionals sitting inside a venue you don't own. LinkedIn rents you their attention and decides when to charge rent. We move them onto land we own and build the operating layer the entire industry passes through. Owned audience. Owned brand. Owned events. Owned cashflow.

100K
LinkedIn members
across your groups
10–15K
Realistic year-1
owned subscribers
8wk
Extraction +
list build
$2M+
Year-3 revenue
target, conservative
01  /  Premise

The asset is the relationship.
The platform is the rented hallway.

What you have todayLinkedIn-locked
A 100k-person audience in a building Microsoft owns.
  • You cannot email them on your terms
  • You cannot run paid events to them directly
  • Reach is throttled by an algorithm you don't see
  • Ownership transfers if they sunset Groups (it's happened before)
  • Zero defensible business value to a buyer
What we turn it intoOwned, compounding
LinkedIn as the broadcast hub. Email, phone, and Discord as the rails we own underneath.
  • Direct email and phone reach on your own infrastructure
  • A live Discord network where the industry actually hangs out
  • LinkedIn stays as your public broadcast surface at the top of funnel
  • Ticketed and sponsored events on your own brand
  • A real cap table asset with revenue, audience, and network moats
02  /  Thesis

Esports has a fan press.
It does not have an industry press.

Every mature vertical has a media franchise sitting between its operators and its capital. Software has Stratechery. Sales has Pavilion. Climate has Heatmap. These are not blogs. They are operating layers with newsletters as the surface and events, intelligence, networks and advisory underneath.

Esports has none. The existing media (Dot Esports, Dexerto, The Esports Observer's remains) is fan-side coverage of matches, drama, and meta. The professional class of esports, the people who actually decide where the money flows, has no central rail. That's the gap.

"The professional class of an industry will pay for the thing that makes them feel less alone and more informed. Always."

Your 100,000 LinkedIn members are exactly that class. Executives, agency leads, sponsorship buyers, team operators, broadcasters, betting and crypto money, hardware brands, publisher business affairs. The buyers. Not the players, not the fans. Which means lower volume, much higher willingness to pay, much higher ad value per impression.

We are building the Stratechery of esports B2B, with a live event layer welded on because esports operators travel and want to be in rooms together.

Stratechery
≈ $3M ARR / 1 person
Workweek
Vertical media holdco
Pavilion
Membership + events
Heatmap
Vertical b2b press
03  /  Revenue Model

Four streams.
Each one independently defensible.

01
Sponsorship

Newsletter slots sold to endemic esports brands

Razer, Logitech, HyperX, Red Bull, energy, betting, crypto, FaaS, GPU. They already buy in esports. They have nowhere clean to reach the buyer side. Slots priced per engaged subscriber.

Y1
$120k
Y2
$450k
Y3
$900k
02
Events

Invite-only mixers, then a flagship industry summit

Quarterly 50-person dinners in LA, Berlin, Seoul. Year 2 we anchor a 300-person summit. The mixers fund themselves and seed the summit's reputation.

Y1
$80k
Y2
$450k
Y3
$700k
03
Membership

Premium intel + private network

Year 2 launch. $749/yr. Weekly deep briefings, private Slack, deal flow, member-only events. 300 paid members = real revenue and the strongest moat.

Y1
Y2
$180k
Y3
$450k
04
Job Board + Recruiting

Passive monetization of liquidity

Top orgs already pay recruiters $20k per senior hire. We offer a $500/post job board and a $5k/mo always-on subscription. Boring, sticky, high margin.

Y1
Y2
$120k
Y3
$300k
Projected revenue
(blended)
Year 1
$200k
Year 2
$1.2M
Year 3
$2.35M
04  /  Roadmap

Eighteen months,
six well-bounded phases.

Phase 00
Month 1–2

Extract + brand

Run the LinkedIn extraction pipeline (8 weeks, slow + safe). In parallel, lock the brand name, register domain, build the v1 landing page, set up newsletter + Discord infrastructure.

Output35k matched emails, 18k direct phones, brand identity, owned domain, Discord server provisioned
Phase 01
Month 2–4

Soft launch newsletter + Discord

First soft-cold outreach to the extracted list with a real opt-in. Weekly newsletter goes live. Discord opens with vetted entry. LinkedIn group keeps broadcasting at the top of funnel. Convert cold list into a consenting subscriber base and a live community.

Output8–15k consented subscribers + 1–3k active in Discord, >35% open rate baseline
Phase 02
Month 4–6

First event + first sponsor

Run the first invite-only dinner in LA or Berlin (whichever has more reader density). Land the first 2–3 newsletter sponsors. Set sponsor pricing and inventory.

Output~$30k first event + sponsor revenue, proof of pricing
Phase 03
Month 6–12

Scale + intel pipeline

Push newsletter to 25k. Quarterly events become a rhythm. Industry intel pipeline ingests Twitter, press, deal databases, and our own Discord chatter. Synthesizes weekly briefings only insiders see.

Output25k subs, 4 events/yr, intel briefings differentiated from anything else in market
Phase 04
Year 2

Premium tier + flagship summit

Launch paid membership ($749/yr) for deep briefings + private network. Anchor the year with a 300-person industry summit. Job board goes live as passive income layer.

Output~300 paid members, summit operational, four revenue streams running
Phase 05
Year 3

Holdco optionality

By here we have a real asset. Options: stay independent and compound, sell the media to a publisher, spin up advisory/equity arm investing in esports orgs we already cover. We pick when the time comes.

OutputReal cap table value, optional exit path, advisory portfolio
05  /  The Stack

Eight systems.
Most of them we already have.

01 / Identity

Email + phone enrichment

Extract LinkedIn members, enrich via Apollo + Prospeo for both email and direct phone, dedupe, segment by role and country.

● Reuses Orbis BDR infra
02 / Channels

Email + SMS + web

Newsletter via Resend or Beehiiv. SMS-grade outreach for high-value sends. Domain, deliverability, opt-in monitoring all owned.

● Off-the-shelf, week 1
03 / Community

Discord network

The live layer. Industry-only Discord with vetted entry, topic channels, weekly threads. Where reaction and signal happen in real time.

04 / Broadcast

LinkedIn as the top of funnel

John's existing LinkedIn presence and group stay as the public surface. Every piece of owned content points back. We do not abandon the reach.

● Already running
05 / Editorial

Weekly briefing + features

Editorial cadence, voice, fact-checking. One long-form per month. Contributor network optional after year one.

06 / Intelligence

Twitter + press + Discord signal

Continuous ingest of esports signal across X, press, and our own Discord chatter. LLM synthesis into weekly briefings only members see.

07 / Events

RSVPs, ticketing, comms

Light event ops: invites, paid tickets, attendee comms, post-event nurture. Stripe plus a simple UI on our domain.

08 / Revenue

Sponsorship CRM + outreach

Brand pipeline, slot inventory, insertion-order tracking, people graph for warm intros. Same infrastructure Orbis already runs for BD.

● Reuses Orbis CRM
06  /  Your Playbook

Three things from you.
I drive everything else.

My team handles all the actual scraping, enrichment, segmentation, deliverability, and brand build. You set up access on your side and re-establish a daily LinkedIn rhythm for one week. Total time on your calendar: roughly fifteen minutes a day for week one, then near-zero until first content drops.

01
Wake your LinkedIn account up
Week 1
≈15 min/day

Your account has been quiet, and a dormant account that suddenly runs scraping tools gets flagged immediately. One week of normal-looking human activity restores trust. No tools involved yet. Just you, logged in, acting like a person who uses LinkedIn.

  • Log in every day, ideally at a consistent hour
  • Post or comment two or three times across the week (anything light, doesn't matter what)
  • Accept any pending connection requests that have piled up
  • Browse your groups, click into a few member profiles, behave naturally
02
Subscribe and install two tools
Once warmup is done
≈10 min total

Both tools have to live on your LinkedIn account, which means they live on your card. Run them for roughly six weeks then cancel both. Approximate tooling cost: $300 total. Reimbursed off first revenue if you want to track it that way.

LinkedIn Sales Navigator Core
$99 / month
Subscribe →
Evaboot Chrome extension
~$49 / month
Install →
03
Hand me your groups + access
End of week 1
≈20 min

Send me a short list of every group you own. Then pick how you want me running extractions on your account. Both options are real, pick the one you're comfortable with.

  • For each group: name, LinkedIn URL, rough member count, whether you share ownership
  • A note on whether any of the groups have unusual moderation rules or activity patterns
Option A · Fastest
Shared password + 2FA backup codes

Stored in 1Password or similar. I drive extractions on your account inside a dedicated browser profile. You're not involved in day-to-day clicks.

Option B · Most secure
Scheduled screen-share sessions

We block weekly 30-min sessions. You stay logged in, I drive your screen, we run the next extraction batch together. Slower, you stay in full control.

07  /  Funnel Reality

100k goes in.
This is what actually comes out.

Extraction → enrichment → owned channels · honest expected yield Year 1 baseline
Stage 01 · Raw
100K
LinkedIn memberships across 2–5 groups
Stage 02 · Deduped
~80K
Unique humans after cross-group dedupe
Stage 03 · Contact data
35K · 18K
Deliverable emails · matched direct phone numbers
Stage 04 · Owned
~12K
Email subscribers + Discord community after first outreach
Tooling, your side
$300total · 6 wks
Sales Navigator + Evaboot. Cancel after extraction.
Enrichment, my side
$8–12kone-time
Apollo + Prospeo data fees to convert profiles to emails.
Infra Y1
$3–5k/ year
Domain, sending infra, hosting. Trivial after.
Next move

Spend this week getting active again.
By next Friday, send me the group list.

Kevin Hoang · Tokyo kevin@arclightsociety.org Drafted 2026.05.16