Alright, some tips on what a good @CBinsights analyst briefing looks like
Do NOT have your PR firm do the briefing. PR firms should tell clients but won't lead them
We don't do briefings w/ PR firms
3/ Marketing, product, sales, or founders should lead or be involved in briefings (stage-dependent)
You should understand the market, roadmap, competition, pricing, client pain points & value your technology delivers
4/ articulating customer value is key
Specific, measurable outcomes you’ve delivered for named clients is ideal
Generalities on value or describing a client as a ‘Fortune 500 bank’ are suboptimal
5/ company metrics follow the same guidance
None of the “we grew ARR 300% since last year” bullsh1t
Be specific and clear
We aren’t going to put a financial or operating metric directly into our research
6/ quick digression
We charge a subscription to the 'buy side'
aka people who buy technology (mostly for big cos) and people who buy equity in or buy controlling stakes in companies (investors & acquirers)
Our job is to get great cos (like yours) in front of them based
7/ ...on their needs/asks
And so specifics and measurable helps our analysts to see that
so if you remember 2 things from these tweets, here is one big one
specific, measurable > vague
8/ On competition
a/ tell us who you compete with. If you say you have none or say your competition is FAMGA or $XYZ billion market cap co, 🤔
b/ tell us why you're better. It doesn't have to be in a shit-talking way (can be) but be clear on why your co/tech is superior
9/ Back to proof points, you can and should share demo videos, PDF case study links, etc
Those are certainly valuable/helpful
But be able to boil it down
Assume analysts won't have time to go through every video and PDF
Make it easy for them
10/ The initial part of the analyst briefing does require writing through responses to ?s
Concise & precise is key here
If you're copying text off your website as the response, you're most likely doing it wrong (unless you've built the rare jargon free, clear tech co website)
11/ Make your responses readable
I'd recommend 2-3 tweets in length
If you put in big blocks of chunky text, try not to
Or at a minimum, break it up into bullets to make it easier for analysts to learn about out key details
12/ Subtle but write like a human
Some of you are building game-changing technology which may be complicated so the ability to convey that in a simple, clear way is key
Define acronyms if you must use them
Pro tip: Read Ogilvy on Advertising or stuff by @nevmed
13/ Be able to specifically articulate the ideal customer profile for your market and company
This helps match our clients to you
good - P&C insurers
better - underwriters at P&C insurers
best - VP and SVPs of commercial auto underwriting
14/ Be clear on what geos & industries you serve or want to serve
"We are global and industry-agnostic" 👎🏾
Avoid the allure of being all things to everyone
We understand you don't want to be put into a box but remember, the buy side often wants to know how to classify you