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israel slodowitz

T2 · manager / operator

Founder and CEO of Craft, a private-aviation company combining aircraft access with investment and ownership products.

13 calls·8 names·92% bull·last heard 2 months ago·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$CRAFTCraftposition

Craft's exchange fund model solves tax/liquidity trap for tech employees with concentrated stock

Craft layers an exchange fund on top of its cash-flowing charter operation, allowing tech employees (SpaceX, OpenAI, etc.) to diversify concentrated equity without selling, while gaining premium aircraft access. Traditional exchange funds use passive real estate; Craft uses an operating aviation business for tax efficiency.

Sourcery VC2026-06→
2ndhigh conviction
$SPCXSpaceX

Starlink adoption in private aviation is a game changer with massive backorders through 2027

Starlink has become mandatory for private jet clients — 'people today won't fly if you don't have Starlink.' All Craft aircraft have it installed at $300k per plane, with kits on backorder through end of 2027. Commercial airlines United and American signed fleet-wide deals; Delta's refusal may cost them customers.

Sourcery VC2026-06→
3rdmedium conviction
$RADARRadarposition

Radar building non-recourse aircraft financing without personal guarantees for asset-backed loans

Only 30% of aircraft have loans because banks require personal guarantees and the process is onerous. Radar aims to provide asset-backed, non-recourse financing since aircraft are good collateral with predictable depreciation and cash flows.

Sourcery VC2026-06→

most discussed · click a bar to filter

recurring themes

13 total
$BDRBF
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Bombardier
MEDisrael slodowitz·Sourcery VC·2 months ago
Challenger 350 is most sought-after super-mid jet with superior parts availability and value retention
The Challenger 350/300 series is the most in-demand super-mid aircraft due to better parts availability, pilot training infrastructure, and engine rental options. Craft's first jet seven years ago still flies as much today. Certain airframes hold value and operational reliability better than others.
"Certain airplanes are have better like parts availability, better pilot training, engines if you need like if you need to put on rental engines on the plane. Uh, so it does matter…"
46:40
$SPCX
···
SpaceX
HIGHisrael slodowitz·Sourcery VC·2 months ago
Starlink adoption in private aviation is a game changer with massive backorders through 2027
Starlink has become mandatory for private jet clients — 'people today won't fly if you don't have Starlink.' All Craft aircraft have it installed at $300k per plane, with kits on backorder through end of 2027. Commercial airlines United and American signed fleet-wide deals; Delta's refusal may cost them customers.
"A huge difference. We've been operating Starlink from basically the moment that they came out... it is a the only the only way I describe it is it's a game changer. Like people to…"
35:54
$RADAR
Radar
MEDisrael slodowitz·Sourcery VC·2 months ago· position
Radar building non-recourse aircraft financing without personal guarantees for asset-backed loans
Only 30% of aircraft have loans because banks require personal guarantees and the process is onerous. Radar aims to provide asset-backed, non-recourse financing since aircraft are good collateral with predictable depreciation and cash flows.
"I'm working on a company right now called Radar which is focused on providing financing for people who want to do asset back like no PG non-reourse type loans for aircraft because…"
29:12
$AAL
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American Airlines
MEDisrael slodowitz·Sourcery VC·2 months ago
American Airlines signed fleet-wide Starlink deal alongside United
American Airlines joined United in committing to fleet-wide Starlink installation, signaling major airline adoption of SpaceX's satellite connectivity. This validates Starlink as the new standard for aviation Wi-Fi.
"I think United and American both signed agreements to sign for their whole fleet."
37:20
$CRAFT
Craft
HIGHisrael slodowitz·Sourcery VC·2 months ago· position
Craft's exchange fund model solves tax/liquidity trap for tech employees with concentrated stock
Craft layers an exchange fund on top of its cash-flowing charter operation, allowing tech employees (SpaceX, OpenAI, etc.) to diversify concentrated equity without selling, while gaining premium aircraft access. Traditional exchange funds use passive real estate; Craft uses an operating aviation business for tax efficiency.
"We actually built an exchange fund which is a very old financial product... what we did was we took an already existing thriving operating cash flow business, right? And we basica…"
20:00
$BA
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Boeing
MEDisrael slodowitz·Sourcery VC·2 months ago
Boeing 787 cabin altitude benchmark (8,000 ft) vs private jets (3,100 ft) explains reduced jet lag
Private jets like the Global 7500 maintain cabin altitude of ~3,100 ft versus 787's ~8,000 ft, significantly reducing fatigue on long missions. This physiological advantage is a key utility argument for private aviation beyond time savings.
"The Boeing 787 has a cabin altitude of just under 8,000 ft. If you looked at the sort of the best example in the private jet market, like the Global 7500, that has a cabin altitud…"
54:30
$UAL
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United Airlines
MEDisrael slodowitz·Sourcery VC·2 months ago
United and American signed fleet-wide Starlink deals; Delta's absence may cost them customers
United and American have committed to fleet-wide Starlink installation, while Delta has not. Izzy suspects Delta will lose customers as Starlink becomes the expected standard for in-flight connectivity. Starlink is pausing production to upgrade to a higher-bandwidth dish before rolling out to commercial fleets.
"I think United and American both signed agreements to sign for their whole fleet. I'm not sure why Delta didn't do that. I I suspect they're probably going to lose some customers…"
37:20
$SPCX
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SpaceX
HIGHisrael slodowitz·Sourcery VC·2 months ago
SpaceX IPO this week to be largest ever, driving massive wealth creation and private aviation demand
SpaceX IPO happening Thursday will be the largest IPO by 2x the previous record, creating unprecedented wealth for employees and investors who are immediately using liquidity to buy/charter private jets. Izzy's clients and investors are flying to NYC for the event.
"We're sitting here on a Sunday. SpaceX is supposed to IPO this Thursday. So, some of our clients and a lot of our investors are going to be in New York for this iconic IPO. It's p…"
2:54
$STARLINK
Starlink
MEDisrael slodowitz·Sourcery VC·2 months ago
Private aviation operators see Starlink as part of the productivity case for flying private
The speaker says builders with new liquidity will work even harder and need to stay connected in transit, making Starlink connectivity part of the private aviation productivity stack.
"Having Starlink... from work, I think that's going to be extremely important. Right? To be able to be like connected the entire way."
0:23
$CRAFT
Private aviation market
MEDisrael slodowitz·Sourcery VC·2 months ago
Sourcery says the SpaceX and OpenAI IPO wave is becoming a private aviation demand shock
Israel Slodowitz says upcoming liquidity events are creating a new type of wealth that changes how founders and employees spend, including a visible surge in private aviation demand.
"SpaceX is supposed to IPO this Thursday... Open AI just announced that they're going to be going public... we're seeing like not just insane wealth creation... but we're also seei…"
0:46