Portfolio Support

Retention & Expansion

Cohort, logo and revenue-retention diagnosis.

category: asset_mgmtplain-English routing
What it does

Finds at-risk accounts and cohorts, expansion potential and the product or success actions most likely to help.

Example prompts
  • "Explain whether FastVC has retention data for Snabb, UAB and what is missing."
  • "Prepare a retention-data request for Radisoft, MB without inventing customer metrics."
  • "Find software companies with financial filings but no cohort or retention evidence."
Free & open source

Try Retention & Expansion now.

BYOD — bring your own deal data and try the example prompt above against it.