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Poggio May Newsletter

Helping sellers win

Friends of Poggio,

We hope that your summer is off to a great start, and that you’re enjoying the longer days, whether you’re in QBRs or backyard BBQs! We’re excited to share a number of updates with you as we continue to help sellers win.

Poggio now cites its sources

Confidence and trust are key when communicating with customers, and Poggio now tells you exactly where it got the information that it’s presenting to you. Citations will also link you to the primary data sources, so that you can go even deeper when needed. This helps you to understand the information in context: was it a CEO quote from an earnings call, or secondhand from market research? The distinction is important information to know when positioning with your customers. 

Enhanced citations are rolling out to workspaces now and next week.

Analyzing more financial documents, faster

We’ve heard from sellers that in addition to the valuable information in 10-Ks and earnings call transcripts, there’s a wealth of insight to be gleaned from a range of other documents including 8-Ks, 10-Qs, and 20-Fs. We’re excited to announce that Poggio now indexes these documents proactively, straight from the SEC website. This means that Poggio is always working with the most up-to-date financial information available. An additional benefit is that by pre-indexing these filings, company research for public companies is 30% faster on average, and includes greater detail, arming you with additional insight into your public company customers more efficiently than ever before.

We’re always looking to improve on data sources. Please share feedback on additional document types you’d find valuable! [email protected]

Platform updates

At Poggio we’re on the forefront of AI and work extremely hard to make sure that you have access to the bleeding edge in the industry, while providing ease of adoption and security. To that end, we’re excited to announce a few AI platform enhancements.

Immediate access to state of the art models: Poggio uses a mix of best-in-class LLM providers, so that you’re always getting the optimal experience. You’ve been experiencing GPT-4o under the hood of Poggio since the day it was released by OpenAI, and we’re committed to tracking and integrating the latest and greatest foundation models as they become available.

The best enterprise security and privacy guarantees: We love working with larger enterprises! We understand that you may have unique procurement and security requirements, and we’re happy to work with you to ensure your team can get the full benefits of Poggio and put AI into practice in a responsible manner. We maintain enterprise agreements that include zero-data-retention (ZDR) policies with our LLM partners, which ensures best in market protection for your data. Our enterprise SSO authentication and IDP integration makes workspace and user governance a breeze. As always, Poggio is proudly SOC 2 Type 2 compliant and committed to doing our part to support your security objectives. Contact [email protected] for assistance with enterprise requirements.

A sneak peek into the future…

Some new capabilities we’re working on:

  1. Proactive alerts so that you never miss a meaningful change at accounts in your territory

  2. Org charts and influence maps for even deeper visibility into deal stakeholders

  3. Building out decks automatically to accelerate the creation of pitch materials, QBR content, and everything in between

Poggio exists to give you leverage, help you drive customer outcomes, and help you win more revenue. More details are available on our Poggio public roadmap, where you can vote for features and add your own ideas.

We welcome all of your thoughts about the product, as well as anything else you’d like to see us build. You can drop us a line at [email protected]!

Meet our team!

The summer conference season is in full swing in San Francisco… Whether you’re in town for the Data Cloud Summit, the Data + AI Summit, or AIQCon, we’d love to meet you! Drop us a note and swing by our office, or meet us for a quick coffee between sessions.

We’re hiring!

The Poggio team is growing! Checkout our current openings below - do you know someone who could be a fit? 

What our users are saying 

Hi there! Thought you'd like this feedback I just got from a customer on an intro call.

I made a slide to discuss their business priorities and it seemed pretty accurate. Then I said that I actually used Al to generate it… The prospect told me “whatever you're using for Al is pretty good because that's spot on.”

We can have anywhere between 30 -60 accounts depending on the territory and I truly don’t have the time to do this level of research on each account, so it’s hugely validating that a prospect said this because it makes me feel like I can trust the Al more.

We’re always excited to hear from you. Please tell us how we can be doing more to help you and your revenue organization win!

Team Poggio