Ready-to-use questions for Andrey based on actual InnоDaily articles
I'm analyzing Bond - they raised $3M for "AI Chief of Staff for leaders."
Competitive landscape:
- Bond: targets ALL company leaders (broad)
- Oki: tech companies, pivoted to "weekly AI reports"
- Mesmer: CTOs/eng managers only (specialized)
All three YC same batch - clear validation of category, but positioning differs wildly.
My hypothesis as VC: Mesmer's specialization will win. Here's why:
1. Clearer value prop = shorter sales cycle
2. Easier to build reputation in niche
3. Can charge more (specialized = premium)
4. Product complexity lower (one role vs many)
Challenge or validate my thinking:
- What does data show about specialized vs generalized B2B SaaS?
- Calculate expected CAC difference (specialized vs broad)
- Who historically wins these positioning battles?
- What would change the outcome?
Give me percentages and company examples where possible.
I'm analyzing Bond - they raised $3M for "AI Chief of Staff for leaders."
Competitive landscape:
- Bond: targets ALL company leaders (broad)
- Oki: tech companies, pivoted to "weekly AI reports"
- Mesmer: CTOs/eng managers only (specialized)
All three YC same batch - clear validation of category, but positioning differs wildly.
My hypothesis as VC: Mesmer's specialization will win. Here's why:
1. Clearer value prop = shorter sales cycle
2. Easier to build reputation in niche
3. Can charge more (specialized = premium)
4. Product complexity lower (one role vs many)
Challenge or validate my thinking:
- What does data show about specialized vs generalized B2B SaaS?
- Calculate expected CAC difference (specialized vs broad)
- Who historically wins these positioning battles?
- What would change the outcome?
Give me percentages and company examples where possible.
Bond's retention strategy: daily briefing habit formation.
My concern: Daily == high value but also high risk.
- Miss one day → break habit
- Over-notification → turn off
- Info overload → churn
Analyze:
1. What's optimal notification frequency for B2B SaaS retention?
2. Compare daily (Bond) vs weekly (Oki pivot) vs on-demand
3. Historical data: do "daily habit" B2B tools actually retain better?
4. What's the churn risk of daily requirement?
Calculate:
- If Bond achieves 95% daily usage → churn rate likely X%
- If only 60% daily usage → churn rate likely Y%
This is critical for their LTV model.
Bond's retention strategy: daily briefing habit formation.
My concern: Daily == high value but also high risk.
- Miss one day → break habit
- Over-notification → turn off
- Info overload → churn
Analyze:
1. What's optimal notification frequency for B2B SaaS retention?
2. Compare daily (Bond) vs weekly (Oki pivot) vs on-demand
3. Historical data: do "daily habit" B2B tools actually retain better?
4. What's the churn risk of daily requirement?
Calculate:
- If Bond achieves 95% daily usage → churn rate likely X%
- If only 60% daily usage → churn rate likely Y%
This is critical for their LTV model.
YC backed THREE "AI Chief of Staff" startups in one batch.
Pattern recognition:
- 2019: Multiple RPA startups → UiPath $35B
- 2021: Multiple sales AI → Gong $7.25B
- 2024: Multiple AI Chief of Staff → ???
Questions:
1. Is YC's multi-bet a bullish or bearish signal for category?
2. How large can "AI Chief of Staff" market actually get?
3. What's the ceiling for winner in this category? ($1B? $10B? $50B?)
4. Timeline to market maturity?
As investor, I need to understand:
- Is this going to be like RPA (huge market, multiple winners)?
- Or like calendar apps (commodity, low margins)?
Give me TAM breakdown and comparable categories.
YC backed THREE "AI Chief of Staff" startups in one batch.
Pattern recognition:
- 2019: Multiple RPA startups → UiPath $35B
- 2021: Multiple sales AI → Gong $7.25B
- 2024: Multiple AI Chief of Staff → ???
Questions:
1. Is YC's multi-bet a bullish or bearish signal for category?
2. How large can "AI Chief of Staff" market actually get?
3. What's the ceiling for winner in this category? ($1B? $10B? $50B?)
4. Timeline to market maturity?
As investor, I need to understand:
- Is this going to be like RPA (huge market, multiple winners)?
- Or like calendar apps (commodity, low margins)?
Give me TAM breakdown and comparable categories.
Analyzing [Startup Name] - [one-line description]
Just raised: $[amount] at [stage]
Problem solving: [problem]
Target market: [who they serve]
Strategic analysis request:
1. GTM STRATEGY
What's their fastest path to first $100K MRR?
- Rank channels by expected ROI
- Estimate CAC for each channel
- Identify fastest-converting segment
2. PRICING STRATEGY
Current: [their pricing if known, or estimate]
- Too high/low/just right?
- Compare to competitor pricing
- What pricing would optimize LTV/CAC?
3. COMPETITIVE POSITIONING
Main competitors: [list if known]
- Where's their differentiation weak?
- Where could they own a niche?
- What should they emphasize in messaging?
4. 18-MONTH ROADMAP
If I were CEO, what would I prioritize?
Map milestones:
- Month 3: [target]
- Month 6: [target]
- Month 12: [target]
- Month 18: [target]
What metrics would prove Series A readiness?
Analyzing [Startup Name] - [one-line description]
Just raised: $[amount] at [stage]
Problem solving: [problem]
Target market: [who they serve]
Strategic analysis request:
1. GTM STRATEGY
What's their fastest path to first $100K MRR?
- Rank channels by expected ROI
- Estimate CAC for each channel
- Identify fastest-converting segment
2. PRICING STRATEGY
Current: [their pricing if known, or estimate]
- Too high/low/just right?
- Compare to competitor pricing
- What pricing would optimize LTV/CAC?
3. COMPETITIVE POSITIONING
Main competitors: [list if known]
- Where's their differentiation weak?
- Where could they own a niche?
- What should they emphasize in messaging?
4. 18-MONTH ROADMAP
If I were CEO, what would I prioritize?
Map milestones:
- Month 3: [target]
- Month 6: [target]
- Month 12: [target]
- Month 18: [target]
What metrics would prove Series A readiness?
[Startup Name] building [marketplace description]
Chicken-and-egg problem: Do they focus supply or demand first?
Analysis framework:
1. COLD START PROBLEM
- Which side harder to acquire?
- Which side has better retention?
- What's minimum viable liquidity?
2. UNIT ECONOMICS
At scale (estimate):
- Take rate: [%]
- CAC per side
- LTV per side
- Contribution margin
Compare to successful marketplaces (Uber, Airbnb, Upwork)
3. DEFENSIBILITY
Network effects strength: [1-10]
- What makes users stick?
- At what GMV do they become defensible?
- Can incumbents easily copy?
4. SCALING STRATEGY
Geographic expansion vs vertical expansion?
- Which path creates more value?
- Which path has lower execution risk?
Give me playbook for first 1000 transactions.
[Startup Name] building [marketplace description]
Chicken-and-egg problem: Do they focus supply or demand first?
Analysis framework:
1. COLD START PROBLEM
- Which side harder to acquire?
- Which side has better retention?
- What's minimum viable liquidity?
2. UNIT ECONOMICS
At scale (estimate):
- Take rate: [%]
- CAC per side
- LTV per side
- Contribution margin
Compare to successful marketplaces (Uber, Airbnb, Upwork)
3. DEFENSIBILITY
Network effects strength: [1-10]
- What makes users stick?
- At what GMV do they become defensible?
- Can incumbents easily copy?
4. SCALING STRATEGY
Geographic expansion vs vertical expansion?
- Which path creates more value?
- Which path has lower execution risk?
Give me playbook for first 1000 transactions.
[Startup Name] launched [consumer app description]
Category: [social/productivity/entertainment/etc]
Consumer apps have 1% chance of hitting scale. What gives this one better odds?
GROWTH ANALYSIS:
1. VIRAL MECHANICS
Current viral coefficient: [if known]
- Where's the natural sharing motivation?
- Can they engineer viral loop?
- Comparable apps' viral coefficients?
2. RETENTION
- What's the "aha moment"?
- Time to aha moment?
- Expected D1/D7/D30 retention?
Compare to category benchmarks.
3. MONETIZATION
When do they monetize?
- Too early = growth killer
- Too late = no revenue
What's optimal path:
- Ads?
- Freemium?
- Subscription?
4. COMPETITIVE MOAT
If app works, Meta/Google copy in 6 months.
- What prevents that?
- What makes this defensible?
Be brutally honest - should this exist?
[Startup Name] launched [consumer app description]
Category: [social/productivity/entertainment/etc]
Consumer apps have 1% chance of hitting scale. What gives this one better odds?
GROWTH ANALYSIS:
1. VIRAL MECHANICS
Current viral coefficient: [if known]
- Where's the natural sharing motivation?
- Can they engineer viral loop?
- Comparable apps' viral coefficients?
2. RETENTION
- What's the "aha moment"?
- Time to aha moment?
- Expected D1/D7/D30 retention?
Compare to category benchmarks.
3. MONETIZATION
When do they monetize?
- Too early = growth killer
- Too late = no revenue
What's optimal path:
- Ads?
- Freemium?
- Subscription?
4. COMPETITIVE MOAT
If app works, Meta/Google copy in 6 months.
- What prevents that?
- What makes this defensible?
Be brutally honest - should this exist?
[Startup Name] building SaaS for [specific industry]
Vertical SaaS playbook analysis:
1. MARKET SIZING
TAM claim: $[X]B
Reality check:
- How many [target customers] exist?
- What % will adopt SaaS (vs legacy)?
- What's realistic ARPU?
- True TAM = [calculate]
2. WEDGE STRATEGY
What's the entry point?
- Which pain point gets foot in door?
- Which feature becomes must-have?
- How do they expand within account?
Land and expand revenue potential?
3. VERTICAL EXPERTISE
How deep is their domain knowledge?
- Do founders come from industry?
- How hard for horizontal player to enter?
- What specialized features create moat?
4. EXPANSION STRATEGY
After dominating [vertical]:
- Adjacent verticals?
- Horizontal expansion?
- Which path creates more value?
Compare to successful vertical SaaS (Veeva, Procore, Toast)
What's exit potential? (acquisition vs IPO)
[Startup Name] building SaaS for [specific industry]
Vertical SaaS playbook analysis:
1. MARKET SIZING
TAM claim: $[X]B
Reality check:
- How many [target customers] exist?
- What % will adopt SaaS (vs legacy)?
- What's realistic ARPU?
- True TAM = [calculate]
2. WEDGE STRATEGY
What's the entry point?
- Which pain point gets foot in door?
- Which feature becomes must-have?
- How do they expand within account?
Land and expand revenue potential?
3. VERTICAL EXPERTISE
How deep is their domain knowledge?
- Do founders come from industry?
- How hard for horizontal player to enter?
- What specialized features create moat?
4. EXPANSION STRATEGY
After dominating [vertical]:
- Adjacent verticals?
- Horizontal expansion?
- Which path creates more value?
Compare to successful vertical SaaS (Veeva, Procore, Toast)
What's exit potential? (acquisition vs IPO)
Design 5 growth experiments for [Startup] this quarter.
Format for each:
EXPERIMENT #1: [Name]
Hypothesis: [what we believe]
Metric: [what we measure]
Target: [specific number]
Method: [how we test]
Cost: [time/money]
Risk: [low/med/high]
Expected impact: [% improvement]
Timeline: [weeks]
Rank by:
1. Highest ROI potential
2. Fastest to implement
3. Lowest risk
Which would I run first with $5K budget and 2-week sprint?
Design 5 growth experiments for [Startup] this quarter.
Format for each:
EXPERIMENT #1: [Name]
Hypothesis: [what we believe]
Metric: [what we measure]
Target: [specific number]
Method: [how we test]
Cost: [time/money]
Risk: [low/med/high]
Expected impact: [% improvement]
Timeline: [weeks]
Rank by:
1. Highest ROI potential
2. Fastest to implement
3. Lowest risk
Which would I run first with $5K budget and 2-week sprint?
What could kill [Startup]?
Top 5 existential threats:
THREAT #1: [Name]
Probability: [%]
Impact: [1-10]
Timeline: [when it hits]
Early signals: [what to watch]
Prevention: [what to do]
Company example: [who died this way]
Most dangerous: [which threat is both likely AND fatal]
What should founder obsessively monitor to survive?
What could kill [Startup]?
Top 5 existential threats:
THREAT #1: [Name]
Probability: [%]
Impact: [1-10]
Timeline: [when it hits]
Early signals: [what to watch]
Prevention: [what to do]
Company example: [who died this way]
Most dangerous: [which threat is both likely AND fatal]
What should founder obsessively monitor to survive?
I'm [Startup] CEO for 90 days. Here's my plan:
WEEK 1-2: QUICK WINS
- [Action] → [Expected result]
- [Action] → [Expected result]
MONTH 1-2: STRATEGIC MOVES
- [Major initiative]
- [Major initiative]
MONTH 3: SCALE PREP
- [Foundation for growth]
WHAT I'D STOP:
- [Wasted effort]
WHAT I'D START:
- [New priority]
Expected impact:
- Metric 1: [from X to Y]
- Metric 2: [from X to Y]
Compare my plan to what they're actually doing.
Where do we disagree and why?
I'm [Startup] CEO for 90 days. Here's my plan:
WEEK 1-2: QUICK WINS
- [Action] → [Expected result]
- [Action] → [Expected result]
MONTH 1-2: STRATEGIC MOVES
- [Major initiative]
- [Major initiative]
MONTH 3: SCALE PREP
- [Foundation for growth]
WHAT I'D STOP:
- [Wasted effort]
WHAT I'D START:
- [New priority]
Expected impact:
- Metric 1: [from X to Y]
- Metric 2: [from X to Y]
Compare my plan to what they're actually doing.
Where do we disagree and why?
I'm seeing pattern in [category] startups:
Common approach:
- [Pattern 1]
- [Pattern 2]
- [Pattern 3]
Examples: [Company A], [Company B], [Company C]
Questions:
1. Is this pattern proven or groupthink?
2. What would contrarian approach look like?
3. Historical parallel: what does this remind you of?
4. Who will break the pattern and win differently?
Challenge the conventional wisdom in this space.
I'm seeing pattern in [category] startups:
Common approach:
- [Pattern 1]
- [Pattern 2]
- [Pattern 3]
Examples: [Company A], [Company B], [Company C]
Questions:
1. Is this pattern proven or groupthink?
2. What would contrarian approach look like?
3. Historical parallel: what does this remind you of?
4. Who will break the pattern and win differently?
Challenge the conventional wisdom in this space.
[Startup] raised $[X]M at [stage] in [date].
Funding environment context:
- Market conditions: [bull/bear]
- Category heat: [hot/cold]
- Deal terms: [founder/investor friendly]
Analysis:
1. Did they raise right amount? (too much/little/perfect)
2. Was timing good? (should've waited/went early/perfect)
3. What runway does this give them?
4. What milestones must they hit for next round?
Forecast:
- Probability of successful Series A: [%]
- Likely valuation range for A: $[X-Y]M
- Key risks to watch
As investor, would I have done this deal at these terms?
[Startup] raised $[X]M at [stage] in [date].
Funding environment context:
- Market conditions: [bull/bear]
- Category heat: [hot/cold]
- Deal terms: [founder/investor friendly]
Analysis:
1. Did they raise right amount? (too much/little/perfect)
2. Was timing good? (should've waited/went early/perfect)
3. What runway does this give them?
4. What milestones must they hit for next round?
Forecast:
- Probability of successful Series A: [%]
- Likely valuation range for A: $[X-Y]M
- Key risks to watch
As investor, would I have done this deal at these terms?
| Startup Stage | Best Question Type | Expected Insight |
| Pre-seed launch | Strategic validation | PMF roadmap | | Seed with traction | Growth path analysis | Channel strategy | | Series A | Scaling efficiency | Optimization targets | | Hot category | Competitive positioning | Differentiation | | Pivot/struggling | Failure risk assessment | Save/kill decision |
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