Research & Analysis.

Articles

Technical analysis and insights on music catalog valuation, royalty data, and the institutional music rights market.

Press

Chapter Two Partners with Shot Tower Capital and RedBrick Advisors to Launch Baltazar

Chapter Two launches Baltazar, a new institutional platform for music royalty analytics and copyright valuation, in strategic partnership with Shot Tower Capital and RedBrick Advisors.

Chapter Two2 min read
Due Diligence

Music Catalog Due Diligence: A Pre-Valuation Checklist

A practical checklist for music catalog acquisitions. What to verify across agreements, statement data, valuation inputs, and rights structure before any modeling work begins.

Chapter Two8 min read
Dollar Age

What Is Dollar Age? Measuring Earnings Stability in Music Catalogs

A guide to Dollar Age in music catalog valuation. How to calculate it, what the risk tiers mean, what it does not tell you, and how to use it at the portfolio level.

Chapter Two8 min read
Discount Rate

Music Catalog Discount Rate: Building the CAPM for Royalty Assets

How to build a music catalog discount rate from its components using CAPM, covering the risk-free rate, beta, equity risk premium, and music-specific adjustments.

Chapter Two9 min read
Terminal Value

Terminal Growth Rate in Music Catalog DCF: Setting the Right Assumption

How to set the terminal growth rate in a music catalog DCF model: why inflation is the right anchor, when to deviate, and how the r-g spread drives terminal value.

Chapter Two8 min read
Earnings Baseline

How to Build a Music Catalog Earnings Baseline for DCF Valuation

Most music catalog DCF models go wrong at step one. Here’s how to build a music catalog earnings baseline that won’t mislead the rest of your valuation.

Chapter Two9 min read
Decay Curves

Music Royalty Decay Curves: How Catalog Earnings Decline Over Time

How music royalty decay curves work, why they differ by sales type, and how to model catalog earnings decline accurately in a DCF valuation.

Chapter Two9 min read
Catalog Valuation

Music Catalog Valuation: A DCF Guide for Institutional Investors

How institutional investors value music catalogs using DCF analysis — covering the four key inputs: earnings baseline, decay curve, discount rate, and terminal growth rate.

Chapter Two7 min read
Concentration Risk

Source Concentration Risk in Music Royalty Portfolios: How to Measure It

A technical guide to measuring source concentration risk in music royalty catalogs -- covering the HHI framework, source classification, volatility-weighted analysis, and data requirements.

Chapter Two10 min read
Market

Who Buys Music Catalogs -- and Why the Buyer Mix Has Changed

A guide to the institutions acquiring music catalogs today: major labels, private equity, specialist funds, pension funds and ABS markets. How each values catalogs differently -- and what that means for pricing.

Chapter Two10 min read
Press

Chapter Two Leverages New Tech to Facilitate Millions in Transactions for Latest Catalog Deals

The $6m deals are the latest in a string of million-dollar transactions for the music technology company Chapter Two.

Chapter Two3 min read