Market Intelligence for Industrial AI & Engineering Software
600+ curated companies. Weekly updates. Technical taxonomy maintained by a domain expert with 35+ years in engineering software markets.
Analytics access only. Raw directory available exclusively via Strategist engagement.
Access to ThreadMoat
Choose your level of intelligence. Every tier includes weekly data updates and the full 600+ company dataset.
Recon
Scout the landscape — no credit card
Free — 3 interactive graphs
- Startup Ecosystem Graph — interactive relationship mapping
- Investment Landscape — 9 domains, category breakdown
- Geography Map — global startup distribution
- Updated weekly with the full dataset
Analyst
One quarterly report + 10 interactive charts
One-time purchase — one legal entity, internal use only
- All Recon graphs plus 10 interactive analytics charts
- Magic Quadrant — competitive positioning
- Bubble Chart — multi-dimensional scatter analysis
- Full Landscape — grouped company tiles by category
- Top Rankings — companies ranked by any metric
- Category Treemap — hierarchical market view
- Founding Timeline — ecosystem evolution
- Industry Sunburst — radial market hierarchy
- Metro Areas — geographic concentration analysis
- Radar Chart — multi-axis company comparison
- Periodic Table — company tiles at a glance
- One quarterly report included (current quarter)
- 60-min analyst briefing with Michael Finocchiaro
Strategist
Full analytics + all quarterly reports + dedicated analyst
Annual subscription — 28+ graphs
- Dedicated analyst support & quarterly strategy sessions
- All Analyst dashboards plus 15 advanced analytics
- Company Compare — side-by-side deep dives
- Customer & Investor Networks — full relationship mapping
- Sankey, Chord, Marimekko — advanced flow analysis
- Parallel Coordinates, Box Plots, SPLOM — statistical views
- Annual Market State Reports (all quarters)
- Watchlists + alerts on portfolio companies
- Exports: charts + aggregated tables
- Custom reports + briefings + consulting
Advisory
Dedicated analyst — custom engagement
Annual contract — tailored to your needs
- Dedicated analyst support & quarterly strategy sessions
- All Analyst dashboards plus 15 advanced analytics
- Company Compare — side-by-side deep dives
- Customer & Investor Networks — full relationship mapping
- Sankey, Chord, Marimekko — advanced flow analysis
- Parallel Coordinates, Box Plots, SPLOM — statistical views
- Annual Market State Reports (all quarters)
- Watchlists + alerts on portfolio companies
- Exports: charts + aggregated tables
- Custom reports + briefings + consulting
See what you get
Sample dashboard views and analyst briefing outputs.
Investor Network
Interactive network graph mapping investors, portfolio companies, and co-investment relationships
Funding Distribution
Bar chart of companies by funding stage (Seed to Series D+) with total capital deployed
Discipline Breakdown
CAD / CAM / PLM / ERP / Industrial AI by headcount and funding — full ecosystem view
Analyst Briefing
Investment Committee Memo with scoring breakdown, financials, and competitive analysis
What we track
Every company is profiled across six dimensions — updated weekly by a single domain expert, not scraped or AI-hallucinated.
Company Profile
- Name, URL, HQ location, country, founded
- Estimated headcount
- Known customers
Market Position
- Discipline (CAD, CAM, PLM, ERP...)
- Lifecycle phase & workflow segment
- Sector focus & industries served
Technical Stack
- Differentiation tags
- Deployment model (Cloud, On-Prem, Edge, Hybrid...)
- Operating model (SaaS, B2B, Direct Sales...)
- Manufacturing type & integration points
Financials
- Latest funding round & year
- Total known funding level
- Estimated revenue & market value
Investment Context
- Investors & VCs
- Investment list membership
- Stripe customer & buyer maturity signals
Competitive Scoring
- Market Opportunity
- Team & Execution
- Funding Efficiency
- Growth Metrics
- Technical Differentiation
- Industry Impact
- Competitive Moat
- Weighted score (0-10)