Technical Overview

Key technical capabilities, integration examples, and deployment options for InsightAgent.

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Expert Interview Output for ETL Building

Transform expert conversations into structured ETL assets with comprehensive transcripts, audio recordings, and AI-powered insights for global expert network platforms and buy-side research teams.

Interview Transcript

May 2, 2025
MS

Michael Stevens

Former Enterprise SaaS CFO

"From my experience at CloudScale—where we scaled from ten million to two hundred million in ARR over eight years—and now at TechVantage, I've learned that not all recurring revenue is created equal. The three metrics I always start with are..."

01:35 - 02:18
Structured transcript for ETL integration

Audio Recording

9:18 duration

Interview Recording

High-quality audio

0:000:00
Download available in multiple formatsDownload Recording

AI-Generated Insights

Interview Summary

Michael Stevens, CFO at TechVantage Solutions with extensive experience scaling enterprise SaaS companies, provided deep insights into sustainable SaaS growth metrics and financial evaluation strategies. The conversation covered critical unit economics fundamentals, with particular emphasis on LTV to CAC ratios, cohort-based revenue retention analysis, and customer concentration risk management. Stevens shared a compelling case study from his previous role at CloudScale, where cohort analysis revealed declining product-market fit in newer customer segments that was masked by strong legacy performance. The discussion also addressed the evolving importance of the Rule of Forty in the current market environment, strategies for balancing growth with profitability, and essential frameworks for Series B fundraising preparation.

Unit EconomicsRevenue RetentionFinancial Strategy
Sentiment Analysis
SaaS Market Outlook
Cautious
Unit Economics Focus
Critical
Growth vs Profitability
Balanced
Fundraising Environment
Challenging

AI-powered sentiment analysis automatically categorizes expert opinions across key business dimensions, providing immediate insight into market outlook and concerns.

Key Insights

  • Cohort analysis revealed declining product-market fit in newer customer segments masked by strong legacy performance
  • Customer concentration risk: Top 10 customers should represent no more than 40% of ARR, single customer max 10%
  • Rule of Forty is now a floor, not ceiling—investors prioritize efficient growth over pure velocity
  • Engagement-adjusted retention provides 6-month early warning on potential churn risks
  • Series B prep requires crystal-clear unit economics story with bottom-up defensible modeling

API Integration

API-first architecture designed to work with your existing systems and workflows. Deploy as white-label solutions under your brand or integrate directly into your research platforms.

API Documentation
HeadersAuthentication and content type
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json
POST /v1/interviewsSchedule a new expert interview
{
  // Unique identifier for tracking this interview
  "interview_id": "tech_dd_2025_001",
  
  // ISO 8601 timestamp for when interview should begin
  "scheduled_time": "2025-05-09T11:30:00Z",
  
  // Expert information and preferences
  "expert": {
    "name": "John Smith",
    "expertise": "Enterprise Software CFO",        // Expert's domain expertise
    "language": "en"                              // Interview language (ISO 639-1)
  },
  
  // Interview context and guidance for AI agent
  "context": {
    // Detailed background for the AI agent
    "research_brief": "Evaluating SaaS company growth metrics and competitive positioning for Series B due diligence",
    
    // Specific questions to explore during interview
    "key_questions": [
      "What are the key growth drivers in enterprise SaaS?",
      "How do you evaluate recurring revenue quality?"
    ],
    
    // Interview constraints and focus areas
    "interview_parameters": [
      "focus_on_financial_metrics",              // Prioritize financial discussion
      "avoid_specific_company_names",            // Maintain confidentiality
      "limit_forward_looking_statements"         // Stay within operational bounds
    ]
  },
  
  // Webhook URL for real-time status updates
  "callback_url": "https://api.yourfirm.com/webhooks/interview"
}
GET /v1/interviews/{interview_id}/outputRetrieve interview results and structured data
{
  // Interview identifier and completion status
  "interview_id": "tech_dd_2025_001",
  "status": "completed",                               // pending, in_progress, completed, failed
  
  // Secure URL to full transcript download
  "transcript_url": "https://secure.insightagent.io/transcripts/xyz",
  
  // Automated expert assessment and scoring
  "expert_profile": {
    "experience_years": 15,                           // Years of relevant experience
    "relevant_companies": ["SaaS CFO", "Public Software"],  // Background validation
    "expertise_score": 9.2,                          // AI-calculated expertise rating (1-10)
    "communication_quality": "excellent"              // Assessment of interview quality
  },
  
  // AI-generated interview analysis
  "summary": {
    // Key takeaways extracted from conversation
    "key_insights": [
      "Recurring revenue quality indicators",
      "Enterprise vs SMB market dynamics", 
      "Competitive moat assessment"
    ],
    
    // Structured topic analysis with specific highlights
    "topics": [{
      "name": "Growth Metrics",
      "highlights": [
        "ARR growth sustainable at 40%+", 
        "Land & expand model"
      ]
    }]
  },
  
  // Timestamped metadata for auditability and analysis
  "structured_metadata": [{
    "timestamp": "00:15:30",                          // When topic was discussed
    "category": "financial_metric",                   // Type of information
    "value": "Rule of 40 discussion"                  // Specific content reference
  }],
  
  // AI-suggested areas for deeper research
  "follow_ups": [
    "Explore customer concentration risk", 
    "Validate pricing model sustainability"
  ]
}

Expert Network API

Complete documentation with client libraries for integration into expert network platforms and institutional systems.

RAG Integration

Connect with your existing knowledge bases and internal databases to leverage institutional memory and proprietary research.

Webhook Callbacks

Real-time notifications for interview status, output availability, and structured data delivery with custom endpoints.

Research Brief Injection

Provide detailed research context, key questions, and interview parameters to guide AI agent behavior.

Operational Boundary Setting

Configure interview parameters and restrictions to maintain institutional standards and operational requirements.

Expert Profile Generation

Automatically generate detailed expert profiles with experience assessment, expertise scoring, and communication quality ratings.

These technical capabilities support the diverse needs of both major expert network platforms and buy-side institutions, each with their own operational priorities and success metrics.

White Label Deployment

Premium Branding Feature

Deploy InsightAgent under your firm's complete branding so experts never see InsightAgent - only your company's interface and identity

Available as a premium feature for organizations that want to maintain complete brand control over their expert interview platform.

For Expert Networks

Present InsightAgent as your proprietary interview platform to experts and clients

Complete Brand Ownership

Deploy InsightAgent under your firm's brand with custom domains, interfaces, and visual identity. Experts interact exclusively with your branded platform without any InsightAgent visibility.

Competitive Advantage & Client Retention

Position your network as having proprietary AI interview technology, providing unique capabilities that enhance your competitive positioning in the market.

For Buy-Side Institutions

Deploy as your firm's internal research platform with complete branding control

Internal Research Platform

Deploy as your firm's exclusive internal research technology, offering portfolio managers and analysts a proprietary platform that enhances institutional capabilities.

Cost Control & Operational Efficiency

Transform research operations through streamlined expert interviews while maintaining complete control over branding and user experience.

White Label Features

Complete UI customization with your firm's branding and domain
Expert-facing interface shows only your company branding
Custom feature configuration tailored to your workflows
RAG integration with your existing knowledge bases and databases

Interested in White Label Deployment?

Contact us to discuss how InsightAgent can be fully customized with your organization's branding and domain.

White label deployment is available as a premium feature for organizations requiring complete brand control over their expert interview platform.