hi Dave this was good stuff and generally you are spot on. We have followed your advice whether through good luck or good strategy. For both of our products, we have a niche customer: discretionary asset management research staff and sell-side research staff. I’ve been on both sides of the business for 29 years and know the main pain points. We have two products one is a conference call RAG app that works better than the Big 2’s offerings. it’s a pro-sumer, PLG product that is so easy to use we never talk to the customer. They just try our free plan and convert to paid. I’ve seen both the Big 2’s offerings in action and they’re poorly executed. The Big 2 will get there eventually, but in the meantime we have a window. In our enterprise app, we are working to wholesale it with a global consultant that will retail it for us to their global asset management clients. You also said that partnering with distribution is a good go to market strategy. There is a lot more to unpack here, but so far things are working. Our mission is to make all analyst’s and portfolio manager’s lives better one app at a time. We make apps this persona loves. All my best, Drew.
hi Dave this was good stuff and generally you are spot on. We have followed your advice whether through good luck or good strategy. For both of our products, we have a niche customer: discretionary asset management research staff and sell-side research staff. I’ve been on both sides of the business for 29 years and know the main pain points. We have two products one is a conference call RAG app that works better than the Big 2’s offerings. it’s a pro-sumer, PLG product that is so easy to use we never talk to the customer. They just try our free plan and convert to paid. I’ve seen both the Big 2’s offerings in action and they’re poorly executed. The Big 2 will get there eventually, but in the meantime we have a window. In our enterprise app, we are working to wholesale it with a global consultant that will retail it for us to their global asset management clients. You also said that partnering with distribution is a good go to market strategy. There is a lot more to unpack here, but so far things are working. Our mission is to make all analyst’s and portfolio manager’s lives better one app at a time. We make apps this persona loves. All my best, Drew.