Since launch, our goal with Sophon Microcap Atlas has been to build the definitive research hub for underfollowed sub-$500M companies.
Each month we’re adding deep-dive coverage, proprietary scoring frameworks, and differentiated insights you won’t find anywhere else. With every report, the value of the platform compounds — but so does the subscription price.
We’ve structured it this way deliberately: to reward early adopters who believe in what we’re building. Subscribers who joined at launch are still paying their original rate, and they’ll keep that price for life. By contrast, new readers coming in today are already paying more than they did six months ago.
That’s by design. We’re investing heavily in research, and we want to keep the economics aligned with our most loyal readers.
When you join Sophon Microcap Atlas, your subscription price is locked in for life. We raise rates by $15 every two months to reflect the growing value of our research library, but early subscribers keep their lower rate forever. On November 1, the price rises to $60/month or $540/year — lock in now at $45/month or $400/year and you’ll still be paying that rate years from now, even when the service is worth thousands.
Disclaimer: Not financial advice
View: Watchlist
Sophon Score: 74/100
CeriBell has high product quality and margin structure, credible leadership, and a long runway — but still reliant on execution precision and market adoption curves that are not yet proven durable.
The story is less about disruption and more about clinical standardization. If pull-through remains steady, Ceribell could compound into a $1B+ medtech platform. If adoption flattens or incumbents encroach, the valuation’s air pocket could widen fast. We are including the name in active coverage, and will potentially initiate a position in our model portfolio as we conduct further due diligence.
CeriBell is trying to do for brain monitoring what point-of-care ultrasound did for imaging — bring speed, portability, and accessibility to a workflow that used to be slow and logistically painful. Its system combines a self-adhesive 10-electrode headband, a handheld recorder, and a cloud-based AI platform called Clarity. Setup takes about 5 minutes. The AI continuously analyzes brain signals for seizure activity and alerts clinicians in real time. In critical-care settings where every minute matters, that difference can be the line between intervention and irreversible injury.
Keep reading with a 7-day free trial
Subscribe to Sophon Microcap Atlas to keep reading this post and get 7 days of free access to the full post archives.