Based AI-Driven Knowledge Services - GTM And Roadmap
[Timestamp: 26_0506 23:35:00] [Session-ID: 18f92619-bd24-4aa7-8681-c15d3122c23f] [Runtime: Copilot_CLI] [Agent: financial_analyst]
GTM principle
Sell a trusted intelligence outcome before selling an AI platform.
The first customers should experience Based AI Knowledge Services as a high-quality, source-linked, investor-grade knowledge room and recurring watchdesk, not as a raw tool they must learn to operate.
07 May HROI revenue-floor update
The GTM sequence is now floor-first, expansion-second:
1. Preserve and evidence the **EUR 0.5m MSC/MSB Breakfast current-revenue floor** from prior-year generated event revenue expected to repeat this year.
2. Use the Intelligence Room + Watchdesk Pilot as the first productized expansion path above that floor.
3. Treat Diligence Sprints, strategic programs, sponsor/member intelligence, and retained watchdesks as incremental revenue proof.
4. Keep the legacy high scenario out of first-send GTM materials until named pipeline, delivery capacity, and renewal evidence exist.
This changes the sales story from "prove EUR 0.5m from scratch" to "protect a visible event-revenue floor, then convert trusted access into recurring intelligence revenue."
Beachhead
**Beachhead offer:** Based Resilience Investor Knowledge Room.
**Why this first:** The Phase 2 investor package already creates a natural buyer context. Investor audiences value diligence, market context, source traceability, strategic maps, and recurring updates.
Design partner targets
| Target | Why they matter | First offer |
|---|---|---|
| Climate/resilience investor | Direct willingness to pay for differentiated signal. | Investor Knowledge Room pilot. |
| Family office | Needs curated resilience opportunity intelligence without in-house research capacity. | Monthly Intelligence Brief plus diligence sprint option. |
| Infrastructure or real-assets operator | Needs vendor, technology, regulatory, and funding intelligence. | Resilience Watchdesk. |
| Strategic corporate partner | Needs market map and partnership intelligence. | Partner/persona graph and opportunity map. |
| Founder/ecosystem partner | Needs training, investor maps, and market-readiness support. | Training and decision asset pack. |
Sales narrative
1. "Resilience markets are signal-rich but trust-poor."
2. "Generic AI summaries are not enough for capital allocation."
3. "Based has built a quality-gated knowledge workflow that turns fragmented signals into investor-ready intelligence."
4. "The first product is a live intelligence room and recurring watchdesk for resilience opportunities."
5. "Design partners can shape the cadence, source coverage, and output format before the product standardizes."
Pilot packaging
| Pilot | Duration posture | Deliverables | Success condition |
|---|---|---|---|
| Investor Knowledge Room Pilot | Short fixed-scope pilot | Intelligence room, HROI source index, sector heartbeat, watchlist, persona graph | Customer asks for recurring cadence. |
| Diligence Sprint | Fixed question or opportunity | Source-backed evidence pack, risk/opportunity map, decision memo | Customer uses output in investment/board/partner decision. |
| Resilience Watchdesk Pilot | Recurring managed pilot | Monthly heartbeat, source-gap report, company/tech watchlist, regulatory signal note | Customer funds ongoing watchdesk. |
Roadmap
Phase 1 - Package the demo
**Objective:** Turn the Based investor package into a visible AI Knowledge Services demonstration.
**Outputs:**
- investor one-pager;
- product strategy;
- operating model;
- GTM and roadmap;
- source traceability map;
- deck-ready slide outline;
- Ocean Depths theme note.
Phase 2 - Build the minimum viable knowledge room
**Objective:** Create the first customer-facing room with source-backed outputs.
**Outputs:**
- accepted source index;
- HROI-scored signal log;
- resilience sector heartbeat;
- company/technology watchlist;
- investor/persona graph;
- source-gap report;
- customer-facing executive brief.
Phase 3 - Run paid design partner pilots
**Objective:** Test willingness to pay, delivery cadence, and repeatable value.
**Outputs:**
- 3-5 design partner conversations;
- 1-2 paid pilots;
- pricing feedback;
- repeatable output templates;
- customer value evidence;
- product backlog based on real usage.
Phase 4 - Standardize packages
**Objective:** Convert high-value pilot workflows into repeatable subscriptions.
**Outputs:**
- standardized Intelligence Brief;
- standardized Investor Knowledge Room;
- standardized Resilience Watchdesk;
- diligence sprint template;
- customer onboarding checklist;
- renewal and expansion metrics.
Phase 5 - Productize selectively
**Objective:** Add dashboard and semi-self-serve surfaces only where customers repeatedly ask for them.
**Outputs:**
- customer dashboard;
- searchable source room;
- persona graph view;
- recurring report generator;
- admin workflow for source approval and HROI review.
Pricing validation plan
| Hypothesis | Validation method |
|---|---|
| Customers pay for trusted recurring intelligence, not just one-off research. | Offer monthly Knowledge Room and Watchdesk pilots. |
| Investors value source traceability and HROI scoring. | Show accepted/review/rejected source index during demos. |
| Persona graph increases perceived strategic value. | Include it in pilot demos and ask which actions it changes. |
| Training assets create expansion revenue. | Offer add-on briefing notes, question banks, and internal training packs. |
| Diligence sprints create cash-flow while recurring subscriptions mature. | Sell fixed-scope sprints alongside subscription pilots. |
Deck-ready slide outline
1. Title: Based AI-Driven Knowledge Services.
2. Problem: Resilience intelligence is fragmented and trust-poor.
3. Insight: Capital allocation needs source-linked decision intelligence.
4. Product: Intelligence Room, Watchdesk, Diligence Sprint, Persona Graph.
5. Trust layer: HROI gate, provenance, review states, cognitive links.
6. Market wedge: Investors, family offices, operators, strategic partners.
7. Operating model: Source registry to customer outputs.
8. Business model: Subscription knowledge rooms plus diligence sprints.
9. Launch plan: Phase 2 investor package as flagship demo.
10. Ask: Design partners, pilot commitments, strategic introductions.
Theme note
Use **Ocean Depths** for investor-facing materials:
- background: `#F6F8FA`;
- surface: `#E6EDF3`;
- text: `#0B1F33`;
- accent: `#0E7490`;
- secondary: `#64748B`;
- heading font: Aptos Display or Helvetica Neue;
- body font: Aptos or Helvetica.
Use **Forest Canopy** as a resilience-forward alternative when the deck emphasizes sustainability, built environment, and operations over finance.