The Methodology

From Blind Spot to Competitive Advantage

A three-stage intelligence process that gives your strategy team clarity on AI threats, ongoing visibility, and the confidence to act decisively.

1 Assess
2 Monitor
3 Act
1 Assess

Understand Your True AI Exposure in 48 Hours

Most SaaS leaders are flying blind on AI risk. Our assessment maps every AI threat vector in your category — from new entrants to incumbent feature shifts — and calculates exactly how exposed your revenue is.

Category Scan

We map every AI startup and incumbent initiative operating in your software category right now.

Revenue Risk Modeling

We model how pricing pressure, feature displacement, and customer migration could impact your ARR over 12–24 months.

AI Exposure Score Report

A board-ready PDF summarizing your risk rating, key threats, time horizon, and recommended priority actions.

Delivered in 48 hrs PDF Report Included Board-Ready Format
AI Exposure Score HIGH RISK
Pricing Vulnerability 78%
Feature Displacement Risk 64%
Competitive Threat Level 92%
Estimated Time to Disruption: 12–18 months
AI startups tracked in category: 247
Weekly Disruption Brief — Week of Mar 2, 2026

New Entrant Alert

[Company A] launched autonomous workflow AI — 3 of your core features replicated at 70% lower price point.

Pricing Shift Detected

[Incumbent B] dropped enterprise tier pricing 40% after AI-driven cost reduction. Watch for customer conversations.

Opportunity Signal

No competitor has built AI-powered [feature X] yet. 6-month window to own this space before [Company C] ships Q3.

2 Monitor

Continuous Intelligence So You're Never Caught Off Guard

The AI landscape shifts weekly. Our monitoring system tracks thousands of signals — funding rounds, product launches, pricing changes, customer reviews — and distills them into crisp, actionable briefings your team actually reads.

Signal Detection

We scan funding databases, product changelogs, job postings, patent filings, and G2 reviews to catch threats early.

Weekly Disruption Briefs

Concise, prioritized weekly reports delivered to your inbox every Monday — relevant threats, opportunities, and recommended next steps.

Real-Time Alerts

Critical developments don't wait for Monday. Get immediate notifications when a high-priority threat or opportunity emerges.

Weekly Briefs Real-Time Alerts Monthly Strategy Call
3 Act

Turn Intelligence Into Strategic Moves Before Your Window Closes

Intelligence without action is just expensive anxiety. We translate disruption signals into concrete strategic moves — product decisions, pricing adjustments, positioning shifts, and AI adoption roadmaps your team can execute on immediately.

Strategic Recommendations

Every brief includes prioritized action items with clear owners, timelines, and expected outcomes.

AI Adoption Roadmap

A phased plan to integrate AI into your product and operations — built around your competitive context, not generic best practices.

Execution Support

Optional hands-on support for vendor evaluation, team training, and AI feature scoping through our Build-Out engagement.

Actionable Playbooks Vendor Evaluation Team Enablement

Q2 AI Strategy Playbook

1

Ship AI-assisted reporting by April 15

Owner: Product • Priority: Critical

2

Re-evaluate pricing tier structure

Owner: Revenue • Due: May 1

3

Evaluate [Vendor X] AI integration partnership

Owner: Strategy • Due: May 15

4

Launch AI literacy training for sales team

Owner: Enablement • Due: June 1

WHAT TO EXPECT

Your Journey from Day One

Here's exactly what happens after you engage with us — no ambiguity, no surprises.

Day 1

Kickoff & Category Brief

A 30-minute intake call to align on your software category, ARR range, competitive concerns, and board priorities.

Days 2–3

Deep Research & Analysis

Our team scans your category for AI signals, builds your competitive threat map, and calculates your Exposure Score.

Day 4

AI Exposure Score Delivered

You receive your full PDF report with risk ratings, threat timelines, and an initial set of priority recommendations.

Week 2

Strategy Review Call

We walk through the findings together and align on the strategic priorities your team will focus on first.

Ongoing

Weekly Briefs + Monthly Calls

Every Monday, your brief lands in your inbox. Monthly, we review the evolving landscape and update your strategic playbook.

THE TOOLS & DATA SOURCES

What Powers Our Intelligence

Our disruption tracking methodology draws from a broad base of primary and secondary signals — so nothing slips through the cracks.

Funding Databases

We monitor Crunchbase, PitchBook, and AngelList for AI startups entering your category before they go public.

Product Changelogs

Automated tracking of competitor release notes, feature announcements, and roadmap leaks across GitHub and product forums.

Job Postings

Job listings reveal strategic intent. When a competitor posts 20 ML engineer roles, something big is coming in 6–12 months.

Review Platforms

G2, Capterra, and Trustpilot review sentiment reveals where customers are defecting and what they wish existed.

Patent Filings

Patent applications provide an 18-month early warning on proprietary AI capabilities competitors are building in secret.

Primary Interviews

We conduct analyst interviews and founder conversations to validate signals and surface insights that no database can capture.

Ready to See Where You Stand?

Get your free AI Exposure Score in 48 hours and walk into your next board meeting with answers — not guesses.

Free assessment  •  No credit card required  •  Results in 48 hours

Who is this for?

Mid-market SaaS strategy, product, and executive teams who need clarity on AI disruption in their specific category.

How long does it take?

Your initial AI Exposure Score is delivered in 48 hours. Ongoing retainer engagements begin delivering weekly briefs within 7 days.

Is my data safe?

All client information is strictly confidential. We sign NDAs on request and never reference client details in any public materials.