Key technical capabilities, integration examples, and deployment options for InsightAgent.
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.
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..."
High-quality audio
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.
AI-powered sentiment analysis automatically categorizes expert opinions across key business dimensions, providing immediate insight into market outlook and concerns.
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.
Authorization: Bearer YOUR_API_KEY Content-Type: application/json
{
// 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"
}{
// 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"
]
}Complete documentation with client libraries for integration into expert network platforms and institutional systems.
Connect with your existing knowledge bases and internal databases to leverage institutional memory and proprietary research.
Real-time notifications for interview status, output availability, and structured data delivery with custom endpoints.
Provide detailed research context, key questions, and interview parameters to guide AI agent behavior.
Configure interview parameters and restrictions to maintain institutional standards and operational requirements.
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.
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.
Present InsightAgent as your proprietary interview platform to experts and clients
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.
Position your network as having proprietary AI interview technology, providing unique capabilities that enhance your competitive positioning in the market.
Deploy as your firm's internal research platform with complete branding control
Deploy as your firm's exclusive internal research technology, offering portfolio managers and analysts a proprietary platform that enhances institutional capabilities.
Transform research operations through streamlined expert interviews while maintaining complete control over branding and user experience.
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.