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
- Leadership Grid — 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
Enterprise
Up to 20 users — unrestricted distribution
Annual contract — invoice billing available
- Everything in Strategist
- Up to 20 named dashboard users
- Unrestricted internal distribution of all reports
- Dedicated account manager + SLA
- Custom data extracts on request
- Higher-rate API access
- Onboarding workshop + annual strategy session
- Invoice billing — no credit card required
Why ThreadMoat Data Is Different
No LLM can replicate this. No general database covers this niche. Three structural advantages that compound with every quarter.
Quarterly Cohort Refresh
New startups, exits, and funding events added every quarter — so your view of the market is never a year stale. Subscribers always work from the current cohort, not a snapshot. The data you buy today will be refreshed in Q3 2026.
Proprietary 7-Dimension Scoring
Each company is rated across Market Opportunity, Team Execution, Funding Efficiency, Growth Metrics, Technical Differentiation, Industry Impact, and Competitive Moat — by a single analyst, consistently, since 2022. That continuity is the signal.
PLM-Native, Not Scraped
Crunchbase has 3M companies. We have 600+ that actually matter in engineering software. Every entry is hand-curated by a domain expert who spent 30 years inside the vendors being disrupted.
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)
Frequently Asked Questions
How much does ThreadMoat cost?▾
Analyst access is $4,999 one-time — lifetime access to the current dataset and dashboard. Strategist access is €18,999/year and includes full dashboard access, data exports, API access, and priority research support.
Is there a free version?▾
Yes. A permanent free preview tier gives you access to 50 top-ranked companies, 3 chart types, and company profiles. No time limit and no credit card required.
What is included in the Analyst plan?▾
Full dashboard access to all 600+ companies, all chart types and lenses, shortlist and export tools, the full intelligence report PDF, and lifetime access to the current dataset edition.
What does the Strategist plan add?▾
Everything in Analyst plus multi-seat access, data API, bulk CSV export, custom report builder with PDF export, priority research support, and all dataset updates during the subscription year.
Can I try before I buy?▾
Yes — the free preview tier lets you explore 50 companies and 3 charts without signing up. You can also download the free 30-page report sample or request a personalized demo.
How is the data updated?▾
The dataset is continuously updated. Analyst plan holders receive the edition current at time of purchase. Strategist subscribers receive all updates published during their subscription year.