Phase 1: Tool-led Growth
Free rollover-aware backtesting tools, exposure calculator, paper sandbox, and developer-first content.
Commercial Growth
Go-to-Market
The commercial path starts with tool-led credibility, expands through ecosystem participation, and matures into enterprise infrastructure.
Phase 2: Ecosystem Expansion
Broker API readiness, strategy marketplace planning, AI diagnostics, and professional trader plans.
Phase 3: Infrastructure Moat
Enterprise licensing, private cloud, RBAC/ABAC, WORM audit direction, SLA, and procurement readiness.
KPI Dashboard
Commercial metrics to track
Acquisition
Free -> Basic conversion
Shows whether free tools and paper-safe workflows are creating qualified paid demand.
Expansion
Basic -> Pro conversion
Measures whether active researchers graduate into production-like workflow needs.
Expansion
Pro -> Elite conversion
Tracks demand for tick-level data, deeper diagnostics, reconciliation, and cloud runner capacity.
Enterprise
Enterprise pipeline value
Quantifies private-cloud, broker-partner, and institutional opportunities before contract close.
Revenue
ARR
Annual recurring revenue from SaaS plans, enterprise licensing, data services, and support retainers.
Retention
NRR
Net revenue retention after upgrades, downgrades, churn, add-ons, and enterprise expansion.
Retention
Churn
Signals whether the product is becoming essential infrastructure or remaining a short-lived tool.
Usage
Active strategy runners
Counts research and paper-safe strategy workflows that are active without implying live execution.
Usage
Data API usage
Measures demand for versioned market data, contract master, rollover metadata, and feature datasets.
Add-ons
AI diagnosis usage
Tracks optional analysis demand while keeping outputs research-oriented and non-advisory.
Ecosystem
Strategy marketplace GMV
Future compliance-dependent marketplace volume, tracked separately from trading performance.
GTM copy must remain infrastructure-focused and must not promise profitability or risk-free trading.