Private Portfolio
Third Street 3.0
This portfolio is shared by invitation.
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Private Portfolio
This portfolio is shared by invitation.
Enter the access code you were given.
Access codes are refreshed periodically. Request the current one →
The Operating Stack
The technology behind the North End - our HELM command center and operating playbook - is being shared in stages. Leave your email to hear more and get early access in the next round.
The operating system behind the group.
The advantage
Most groups rent this layer, or never build it at all. We built it ourselves - three tools, in-house. It is the first time an operator has owned the software their group runs on, instead of paying someone else for a worse version. Every concept ships complete, opens strong, and creates its own demand. For a partner putting capital to work, that is what turns a good idea into a safe bet.
The command center
the operating system for the whole group
Helm is the operating system for the whole group - an AI command center I talk to like a chief of staff.
I give it an objective out loud, and it puts a team of specialist agents to work, running the business from one place. It is how one operator runs a portfolio that would normally take a whole back office.
I speak an instruction and it comes back as finished work - briefs, models, outreach, plans - without me ever opening a spreadsheet.
Research, financial modelling, cost-to-build, sourcing, outreach, even the imagery. Each agent takes a job and runs it to completion.
Agents draft and prepare; I review and release. The judgment stays human, the labour does not.
Every venue, number and conversation lives in one place, not scattered across inboxes, files and a dozen tools.
What normally needs a back-office team, Helm runs - so the portfolio scales while the operation stays lean.
Helm doesn't replace people - it replaces the grind. It lets a leaner team work without burning out, with more time for the craft and the human connection that actually matter.
The operating playbook
every venue opens knowing exactly how it runs
The Operating Playbook is the full operating system for a venue - hundreds of pages that define how it gets built, staffed, opened and run, phase by phase.
All of it written before a single door opens. It turns launching a venue from an improvisation into a process.
From pre-construction to opening night to steady state, every stage has its plan, its checklist and its owner.
SOPs, service standards, staffing and hiring, training, supplier and inventory systems, compliance - documented before day one.
A venue opens at full standard immediately, instead of finding its feet over the first three months.
Quality stops depending on who happens to be in the room; every room runs to the same standard.
It is how one team opens many venues without rebuilding the operation each time. The playbook is the repeatability.
A venue opens once. The playbook is how it opens right - fully formed on day one, not fumbling toward it for three months.
The demand engine
the fastest way to a good happy hour in LA
It looks like a consumer app - the fastest way to find a genuinely good happy hour in LA right now. It is really something bigger.
We are not only building the venues and the infrastructure to run them; we are building the thing that decides where people go out. Control the flow of traffic and you do not hope a venue succeeds - you point the crowd at it.
Real-time and curated, it becomes the default answer to "where should we go tonight?" in LA. Whoever people open to plan their night holds the traffic.
The same channel that sends people to the best happy hour in town can send them to ours. Demand we direct, not demand we rent.
Most groups pay for reach - ads, listings, discounts. We own the layer that creates the demand in the first place.
Live status and only genuinely good happy hours, so people rely on it and keep coming back. That trust is what makes the traffic ours to move.
Built for Los Angeles, where the venues are. Depth in one city beats being spread thin across many.
Most groups rent their demand. We built the thing that creates it - and it points the crowd at our own doors.
Build fast, run lean, open strong, and create our own demand - all in-house. It is the difference between betting on a concept and betting on a machine that keeps producing them.
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