Professional template for AI companies conducting Series B market analysis. Focus on international expansion, competitive moats, and market leadership positioning for $15M-50M funding rounds.
Critical analysis areas for AI companies at Series B stage, focusing on scale and international expansion
Global market entry strategies and localization requirements
Sustainable competitive advantages and market barriers
Path to category leadership and market dominance
Team expansion and infrastructure scaling strategies
Each section includes industry-specific frameworks, competitive analysis tools, and Series B investor expectations
Understanding what Series B investors look for in AI companies seeking growth capital
Clear international expansion strategy with proven product-market fit and local market entry plans
Strong competitive moats including technology advantages, network effects, and customer lock-in
Strong unit economics, efficient customer acquisition, and clear path to market leadership position
Common questions about AI Series B market analysis and fundraising
A strong Series B market analysis demonstrates clear international expansion opportunities, sustainable competitive advantages, and a path to market leadership. Focus on proven unit economics, technology moats, and scalable go-to-market strategies that can support $15M-50M in growth capital deployment.
AI competitive moats include proprietary datasets, superior model performance, network effects, customer switching costs, and patent portfolios. Quantify these advantages with performance benchmarks, customer retention metrics, and technology differentiation analysis compared to competitors.
Consider regulatory compliance (GDPR, AI governance), data localization requirements, local partnership strategies, market-specific AI adoption rates, and competitive landscapes. Include market sizing, entry barriers, and localization costs in your analysis.
Series B investors focus on market size and growth, competitive positioning, technology differentiation, customer acquisition efficiency, international expansion potential, and path to market dominance. They want to see proven product-market fit and clear scaling strategies.
Key metrics include ARR growth rate (100%+ ideal), net revenue retention (120%+), gross margins (70%+), LTV/CAC ratio (3:1 minimum), payback period (<18 months), and burn multiple (<2x). International revenue contribution and expansion efficiency are also critical.
Focus on specialized use cases, vertical expertise, faster innovation cycles, and customer-centric solutions that Big Tech cannot easily replicate. Highlight partnership opportunities rather than direct competition, and emphasize your ability to serve specific market segments with tailored solutions.
Download our comprehensive AI Series B template and access additional resources for your fundraising journey.