18-Dimensional Taxonomy

Move beyond SIC codes to understand how companies actually make money. Our dynamic classification evolves with business model changes, providing mapping across multiple dimensions simultaneously.

Business Model

Revenue generation patterns, customer acquisition, value delivery mechanisms

How We Analyze:

  • Revenue Flow Analysis: Map primary, secondary, and emerging revenue streams
  • Value Chain Mapping: Identify where value is created, captured, and delivered
  • Customer Journey Analysis: Track acquisition, conversion, and retention patterns
  • Unit Economics Modeling: Analyze CAC, LTV, and gross margin structures
Example: Meridian Software classified as "Vertical SaaS + Marketplace Elements" for logistics automation - not just "Supply Chain Software"

Customer Segments

Target markets, customer types, enterprise vs consumer focus

How We Analyze:

  • Customer Size Analysis: SMB, Mid-market, Enterprise segmentation with ACV ranges
  • Vertical Concentration: Industry focus patterns and diversification metrics
  • Buying Behavior Mapping: Decision-making processes, buying cycles, stakeholder analysis
  • Multi-sided Market Detection: Platform dynamics and network effects identification
Example: Atlas Insights serves "Mid-market PE firms + Growth-stage companies" with different analytics value propositions

Revenue Patterns

Subscription, transaction, licensing, marketplace, hybrid models

How We Analyze:

  • Revenue Model Decomposition: Primary vs secondary revenue streams with % breakdown
  • Pricing Strategy Analysis: Usage-based, tiered, freemium, enterprise patterns
  • Revenue Recognition Patterns: Timing, duration, and predictability assessment
  • Monetization Evolution: How revenue models change with company maturity
Example: Nexus Analytics = "SaaS subscription (70%) + Usage-based (20%) + Professional services (10%)"

Competitive Dynamics

Market positioning, differentiation strategy, competitive moats

How We Analyze:

  • Competitive Set Mapping: Direct, indirect, and substitute competition identification
  • Differentiation Analysis: Product, pricing, distribution, and brand positioning
  • Moat Assessment: Network effects, switching costs, data advantages, regulatory barriers
  • Market Share Evolution: Historical and projected competitive positioning
Example: Meridian Software competes with "Legacy ERP modules + Point solutions + Horizontal platforms"

Technology Stack

Core technologies, infrastructure, innovation approach

How We Analyze:

  • Architecture Assessment: Cloud-native, hybrid, on-premise technology choices
  • Innovation Velocity: R&D investment, patent portfolio, technical team composition
  • Platform Strategy: API-first, developer tools, ecosystem enablement approach
  • Technical Debt Analysis: Legacy dependencies, modernization requirements
Example: Catalyst Analytics = "Cloud-native + API-first architecture + ML-powered insights"

Market Approach

Geographic focus, market entry strategy, expansion patterns

How We Analyze:

  • Geographic Revenue Distribution: US, EMEA, APAC breakdown with growth rates
  • Market Entry Strategy: Direct sales, partnerships, acquisitions, organic expansion
  • Localization Requirements: Product, legal, regulatory adaptation needs
  • Expansion Sequence: Historical and planned geographic rollout patterns
Example: Foundation Partners = "Direct sales + Channel partnerships + Geographic expansion"

Classification Use Cases

Leverage our 18-dimensional classification system to power investment intelligence, portfolio construction, and market analysis

Deal Sourcing

Generate targeted investment universes based on specific business model criteria, customer segments, and revenue patterns.

Example PE Query:
"Find vertical SaaS companies with marketplace revenue models, serving mid-market customers, in supply chain automation, with subscription + usage-based hybrid patterns"
2,847
Companies
94%
Precision

Portfolio Construction

Build thematic investment portfolios with exposure control across multiple classification dimensions.

Example Portfolio:
"Climate Tech Portfolio": 40% Energy transition, 30% Carbon management, 20% Sustainable materials, 10% Green finance - with B2B focus and enterprise customer segments
156
Holdings
89%
Thematic Purity

Competitive Intelligence

Discover business model peers for due diligence, valuation benchmarking, and competitive positioning analysis.

Peer Discovery:
For "Meridian Software": Found 23 peers based on business model similarity (94%), customer segments (89%), revenue patterns (91%) - beyond simple "supply chain" classification
23
Peer Companies
91%
Similarity

Market Mapping

Track evolution of business models, emergence of new themes, and shifting competitive dynamics over time.

Theme Evolution:
"Supply Chain Automation" theme: 340% growth in company count over 18 months, shift from workflow tools to platform plays, emergence of AI-native logistics models
340%
Theme Growth
18mo
Tracking

Classification APIs

Integrate our 18-dimensional classification system directly into your investment workflows with real-time updates and flexible querying capabilities.

GET /classify/{company_id}

Classify any private company across all 18 dimensions with confidence scores and evidence sources.

{ "company_id": "meridian_software", "classification": { "business_model": "platform_saas", "customer_segments": ["enterprise", "smb"], "revenue_patterns": ["subscription", "usage"], "confidence": 0.94 } }
POST /universe/generate

Generate investment universes based on multi-dimensional criteria with precision filtering.

{ "criteria": { "business_model": ["b2b_saas"], "customer_segments": ["enterprise"], "revenue_patterns": ["subscription"] }, "universe_size": 2847 }
GET /peers/{company_id}

Discover business model peers with similarity scoring across multiple dimensions.

{ "company_id": "meridian_software", "peers": [ { "company": "analytics_pro", "similarity_score": 0.91, "dimensions_match": 16 } ] }
GET /themes/{theme_name}/evolution

Track theme evolution and business model shifts over time with trend analysis.

{ "theme": "supply_chain_automation", "growth_rate": "340%", "time_period": "18_months", "model_evolution": [ "tools_to_platforms", "b2b_to_b2b2c" ] }
Intelligence Framework

18-Signal Dimensional Blocks

Comprehensive intelligence architecture with external market signals and internal operational metrics

External Market Signals

Signals 1-7
💰
Signal 01

INVESTORS

Investor ecosystem analysis with tier classification, syndicate quality, and capital relationships

Tier Analysis
Syndicate Quality
🎯
Signal 02

ADVISORS

Strategic advisory network assessment with expertise mapping and board composition analysis

Board Quality
Network Value
📊
Signal 03

HOLDINGS

Portfolio holdings analysis with ownership structure and investment performance metrics

Portfolio Quality
Performance Track
👥
Signal 04

LEADERSHIP

Executive team assessment with experience quantification and organizational effectiveness

Team Quality
Track Record
🏛️
Signal 05

BOARD

Board composition analysis with director quality assessment and governance effectiveness

Director Quality
Governance
🎪
Signal 06

CUSTOMERS

Customer base analysis with quality assessment, retention metrics, and market position

Customer Quality
Market Position
🤝
Signal 07

PARTNERSHIPS

Strategic partnership network with quality assessment and revenue impact analysis

Partner Quality
Revenue Impact

Internal Operational Signals

Signals 8-18
🚀
Signal 08

COMPANY STAGE

Development stage assessment with business maturity and growth phase classification

Maturity Level
Growth Phase
🛠️
Signal 09

PRODUCT LINES

Product portfolio analysis with innovation pipeline and market coverage assessment

Portfolio Breadth
Innovation
💼
Signal 10

BUSINESS MODEL

Revenue model analysis with monetization efficiency and scalability assessment

Revenue Model
Scalability
🏢
Signal 11

INDUSTRY SERVED

Market focus analysis with vertical specialization and industry attractiveness metrics

Market Focus
TAM Analysis
💸
Signal 12

LAST FINANCING

Financing history analysis with valuation trends and capital efficiency metrics

Valuation Trend
Lead Quality
👨‍💼
Signal 13

EMPLOYEE METRICS

Human capital analysis with headcount trends and talent quality assessment

Growth Rate
Talent Quality
⭐
Signal 14

CUSTOMER REVIEWS

Market reception analysis with satisfaction metrics and competitive positioning

Satisfaction
Competitive Position
⚡
Signal 15

TECHNOLOGY STACK

Technology infrastructure assessment with modernity and innovation adoption metrics

Tech Modernity
AI/ML Adoption
🛡️
Signal 16

COMPLIANCE

Regulatory compliance assessment with certification status and risk management

Certifications
Risk Management
🌍
Signal 17

GEOGRAPHY

Geographic footprint analysis with market expansion and regional compliance assessment

Market Reach
Expansion
🏷️
Signal 18

INDUSTRY CLASSIFICATION

Industry positioning analysis with sector classification and competitive landscape

Sector Analysis
Positioning

Taxonomy Intelligence Framework

Multi-dimensional company classification system with 4-layer taxonomic depth, structured data hierarchies, and enterprise-grade evidence lineage.

18 Core Signals
4 Taxonomic Layers
200+ Data Attributes
91.2 Composite Score
Signal 01

INVESTORS

Multi-tier investor ecosystem analysis with syndicate quality assessment and capital relationships mapping.

Investor_Ecosystem - Primary Classification Layer
Active_Investors: 9 institutional backers
Investment_Syndicate: Top_Tier quality assessment
Goldman Sachs Alternatives - Tier1_Brand
F-Prime Capital - Growth Focus
Blackstone Innovations - Strategic Value
// Raw Data Structure
Active_Investors:
  - name: Goldman Sachs Alternatives
    Investor_Tier: Tier1_Brand
    Investment_Stage_Focus: Growth
    Check_Size_Profile: USD10_50M
    Value_Add_Capability: Strategic

Evidence Lineage

Raw Input → Series C press release, investor announcements
Entity Resolution → Goldman Sachs → Goldman Sachs Alternatives
Tier Classification → Tier1_Brand based on AUM, portfolio, reputation
Syndicate Analysis → Co_Investor_Quality: Top_Tier aggregation
Signal 09

PRODUCT-LINES

Comprehensive product portfolio analysis with innovation pipeline assessment and market positioning classification.

Product_Service_Portfolio - Core Product Architecture
Offering_Type: Platform_Heavy_AI_Enabled
Portfolio_Breadth: Comprehensive_Suite_6_Products
Innovation_Pipeline: Industry_Leader_AI
Canoe Connect - Data Ingestion Platform
Canoe Intelligence - Analytics & Processing Engine
Canoe Labs - AI Innovation Pipeline
// Product Portfolio Classification
Portfolio_Breadth:
  Lines: Comprehensive_Suite_6_Products
  Coverage: Full_Solution_End_to_End
  Segments: Multi_Segment_Alts_Focused
  Geo_Reach: Multi_Regional_US_UK

Product Intelligence Flow

Product Discovery → Website parsing, product pages, feature documentation
Feature Classification → AI/ML capabilities → Platform_Heavy_AI_Enabled
Portfolio Mapping → 6 products → Comprehensive_Suite classification
Innovation Assessment → Canoe Labs → Industry_Leader_AI positioning
Signal 04

LEADERSHIP

Executive team assessment with experience quantification, industry background analysis, and organizational effectiveness metrics.

Leadership_Quality - Executive Assessment Framework
CEO_Profile: Jason Eiswerth - Experienced_20Y
Management_Team: Full_CS - 6 C-Suite Leaders
Effectiveness: Consistent_High execution
CEO: Jason Eiswerth - Deep_Financial_Markets background
CTO: Noel Calhoun - Technical leadership - Platform architecture
CSO: Mike Muniz - Sales leadership - Enterprise strategy
// Leadership Classification Matrix
CEO_Profile:
  Experience_Level: Experienced_20Y
  Industry_Background: Deep_Financial_Markets
  Track_Record: Proven_Multiple_Exits
  Style: Team_Builder_Entrepreneur

Leadership Intelligence Pipeline

Profile Aggregation → LinkedIn, company bios, press coverage analysis
Experience Quantification → Career timeline → Experienced_20Y classification
Team Completeness Assessment → 6 C-Suite roles → Full_CS designation
Effectiveness Scoring → Track record analysis → Consistent_High rating