Document Type

Poster

Publication Date

Spring 2024

Abstract

This artificial intelligence project presents a comprehensive analysis of four distinct Software as a Service (SaaS) companies—Blend Labs, Riskified, VTEX, and CS Disco—evaluating their internal alignment through strategic focus and execution, customer relationship management, operational efficiency, market adaptability, and leadership stability. By examining key performance indicators (KPIs) and strategic initiatives, this project aims to generate new, universal KPIs that serve all of the companies being analyzed. The project also employs a grading rubric designed for assessing the internal alignment of SaaS companies, crucial for their long-term success in the highly competitive and rapidly evolving tech sector. This study is a proof of concept on how artificial intelligence can help equity research in this fast-changing industry.

Creative Commons License

Creative Commons Attribution 4.0 License
This work is licensed under a Creative Commons Attribution 4.0 License.

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