What is ozIQ? Why Now? Top Platforms Positioning Strategy Wedge Pricing Model Opportunity Traction Roadmap Funding Ask
Investor Pitch

Operational Intelligence for Enterprise Analytics

ozIQ helps BI teams detect, prioritize, and resolve operational issues across the analytics platforms their businesses depend on.

What is ozIQ?

The operational intelligence layer for enterprise analytics.

ozIQ continuously analyzes telemetry from platforms such as Strategy to reveal system health, workload efficiency, performance bottlenecks, configuration changes, and emerging operational risks—all without accessing the underlying business data.

01 · UNIFY

One operating view

Bring fragmented platform telemetry and administrative signals into a clear, continuously refreshed view of the analytics estate.

02 · PRIORITIZE

Focus on what matters

Translate technical signals into prioritized insights so teams can identify risk, understand impact, and act before issues escalate.

03 · EXPAND

Expand across BI platforms

Start with deep Strategy intelligence, extend across Power BI and Tableau, then add Omni, Sigma, Looker, Qlik, Sisense, and other enterprise BI tools.

Why Now?

Analytics is becoming more critical—and harder to operate.

Enterprise analytics environments are growing more complex, distributed, and business-critical while the tools used to operate them remain fragmented and reactive.

01 · COMPLEXITY

Analytics estates are expanding

Organizations are managing more users, workloads, environments, and BI platforms across cloud, hybrid, and global deployments.

02 · VISIBILITY GAP

Operations remain reactive

Platform-native administration and generic monitoring expose isolated symptoms, leaving teams to manually correlate what changed, what is affected, and what requires attention first.

03 · RISING STAKES

AI increases operational pressure

AI adoption is increasing infrastructure demand, performance expectations, and the business cost of unreliable analytics systems.

04 · CATEGORY OPENING

A neutral intelligence layer is needed

The market is ready for an independent operating layer that explains what is changing, prioritizes risk, and helps teams act before issues escalate.

Initial Platform Focus

Three platforms define the first expansion path.

Power BI

~375K+

organizations

Largest distribution opportunity across enterprise analytics.

Tableau

~140K+

customer accounts

Deep enterprise and departmental footprint with complex content operations.

Strategy

~4K+

enterprises

High-value deployments and the strongest initial wedge for product depth.

Rounded planning estimates based on widely cited public vendor and customer figures; they are not audited market counts. The initial economic model uses only the Strategy customer scenarios shown above.

Positioning

ozIQ sits above the analytics stack.

A cross-platform operational intelligence layer designed to expand across the modern enterprise BI estate.

ozIQ — Operational Intelligence
Power BI
Tableau
Strategy
Expansion Path: Omni · Sigma · Looker · Qlik · Sisense · Other BI Tools
The Strategy Wedge

Start with Strategy. Expand across enterprise analytics.

Why Strategy

ozIQ begins where domain knowledge is deepest and the operational pain is easiest to validate.

  • Complex enterprise deployments
  • Clear workload and operational challenges
  • Strong founder-market fit
  • Focused path to design-partner learning
1

Prove in Strategy

Build depth around health, workloads, caches, schedules, changes, and AI advisory.

2

Expand to Power BI

Apply the same operating layer to the largest BI installed base.

3

Add Tableau

Extend into another major enterprise analytics estate with similar operational pain.

4

Add More BI Platforms

Extend the operating model to Omni, Sigma, Looker, Qlik, Sisense, and other enterprise BI tools.

Pricing Model

Land with one environment. Expand across the BI estate.

ozIQ is designed as an enterprise SaaS subscription with a simple entry point and clear expansion drivers as customers add environments, platforms, and advanced capabilities.

Entry Subscription

$2K

starting monthly subscription

Includes up to 5 users, 1 production environment, up to 2 non-production environments, core operational intelligence capabilities, and standard support.

Typical Early Customer

$3K–$5K

monthly recurring revenue

Pricing scales with additional environments, BI platforms, operational scope, and enterprise support needs.

Starting ACV

$24K

base annual contract value

A conservative early-enterprise starting point, with expansion through additional environments, platforms, support, and advanced capabilities.

Commercial Motion

  • 30-day pilot to validate measurable operational value
  • Annual SaaS agreement after pilot conversion
  • Starting package includes 5 users, 1 production environment, and up to 2 non-production environments
  • Optional premium support and advanced modules

Expansion Drivers

  • Additional users, environments, and platform instances
  • Expansion from Strategy into Power BI and Tableau
  • Longer telemetry retention and advanced analytics
  • Premium advisory, enterprise support, and future modules

The base financial model starts at $24K ACV ($2K/month) for up to 5 users, 1 production environment, and up to 2 non-production environments. Pricing expands with additional users, environments, BI platforms, data volume, advanced capabilities, and premium support.

The Opportunity

A credible path to $5M ARR from the Strategy wedge.

The opportunity is modeled from customers and achievable account expansion—not a speculative top-down TAM.

25 Customers

$600K

25 × $24K starting ACV

Establish repeatable pilot-to-paid conversion within the initial Strategy wedge.

50 Customers

$1.8M

50 × $36K average ACV

Expand accounts through additional environments, users, capabilities, and support.

100 Customers

$5M

100 × $50K average ACV

Reach meaningful scale while serving only a small portion of the estimated Strategy installed base.

CONSERVATIVE ARR ASSUMPTIONS

Formula-based planning—not audited forecasts.

$24K starting ACV $36K–$60K expansion ACV 80% target gross margin 5% annual price uplift Strategy wedge only

The model starts with the $2K/month package and assumes account value expands through additional users, environments, capabilities, and enterprise support. Revenue from Power BI, Tableau, and other BI platforms is excluded from the $5M ARR scenario.

Why ACV Expands

The $24K entry package creates a clear starting point. Account value can grow through additional production and non-production environments, users, platforms, advanced capabilities, and enterprise support.

Venture-Scale Upside

The calculation above uses only the Strategy wedge. Power BI, Tableau, Omni, Sigma, Looker, Qlik, Sisense, and other BI platforms provide the longer-term expansion opportunity.

Illustrative revenue scenarios based on customer count and ACV expansion, not audited forecasts. One hundred customers represents approximately 2.5% of the estimated ~4,000 Strategy enterprise installed base.

Current Traction

From product readiness to enterprise validation.

Product

Core telemetry, Health Score, workload efficiency, prioritized signals, recommendations, Time Travel, and change-impact capabilities are being hardened for enterprise use.

Enterprise Pipeline

Active enterprise discussions include pilot proposals, security-review paths, executive demos, and potential customer introductions across the U.S., India, and the Middle East.

Established Reseller Channels

ozIQ is developing relationships with established analytics consulting and reseller organizations that can introduce enterprise pilot opportunities across the U.S., India, and the Middle East.

Capital Efficiency

$15K

founder bootstrapped to date

ozIQ has reached its current product and enterprise-validation stage with limited outside capital, preserving the pre-seed round for team retention, enterprise readiness, customer conversion, and platform expansion.

Enterprise Readiness

Vanta onboarding, external audit planning, SOC 2 readiness, security controls, customer data-protection workflows, and regional infrastructure planning are underway to reduce procurement friction.

Product Roadmap

From visibility to prediction to guided action.

A focused expansion path that deepens the initial Strategy wedge while building toward multi-platform operational intelligence across enterprise BI.

01 · DEEPEN

Strategy Operational Intelligence

Continue strengthening health, workload, signal prioritization, recommendations, historical context, and enterprise readiness.

02 · INTELLIGENCE

AI-Guided Operations

Advance intelligent detection, prioritization, and evidence-backed recommendations while keeping operators in control.

03 · PLATFORMS

Multi-Platform Expansion

Extend ozIQ to Power BI, Tableau, and additional enterprise analytics platforms.

04 · BI EXPANSION

Additional BI Platforms

Extend coverage to Omni, Sigma, Looker, Qlik, Sisense, and other enterprise BI tools.

Roadmap sequencing is milestone-driven and may evolve based on enterprise validation, customer demand, and platform priorities.

Funding Ask

Raising a $1.5M pre-seed round.

Seeking a $250K–$500K anchor investment.

The anchor investment will establish the first close of ozIQ’s pre-seed round and fund the enterprise-readiness milestones needed to secure core engineering capacity, activate enterprise validation, and convert early demand into recurring revenue.

Prospective enterprise customers are evaluating more than the product itself. Pilot authorization also depends on security and compliance readiness, implementation support, vendor stability, and confidence that ozIQ can support a successful deployment.

The anchor capital will help remove these adoption barriers, retain critical product knowledge, convert enterprise interest into active validation and paid adoption, and create the traction needed to complete the broader $1.5M round.

$250K–$500KAnchor investor opportunity

Establish the first close and move ozIQ from product readiness into enterprise validation and early revenue.

What the anchor investment unlocks

  • Strengthen enterprise security and compliance readiness
  • Launch initial 30-day enterprise pilots
  • Provide implementation and customer-success support
  • Convert successful pilots into annual SaaS agreements
  • Secure core engineering capacity and continue Power BI/Tableau development
  • Build measurable traction for the broader pre-seed round
Use of Funds

Capital tied to enterprise milestones.

Product & Engineering

40%

$600K

Retain core technical capacity, including conversion of a key full-stack engineering resource to a planned full-time role, harden the platform, and continue Power BI/Tableau expansion.

GTM & Pilot Conversion

25%

$375K

Founder-led enterprise sales, pilots, partner enablement, customer onboarding, events, and repeatable conversion motion.

Security & Compliance

8%

$120K

Vanta, external audits, penetration testing, remediation, policy work, privacy/security requirements, and ongoing certification readiness.

Cloud & Regional Support

10%

$150K

Customer-facing cloud, telemetry, support, and regional capacity for the U.S., India, Middle East, and potential Europe expansion.

G&A / Legal / Insurance

7%

$105K

Corporate operations, legal, accounting, insurance, commercial contracting, and enterprise vendor-readiness costs.

Operating Contingency

10%

$150K

Hiring timing, customer-specific implementation needs, security remediation, and execution buffer as enterprise demand develops.

Detailed financial planning uses a conservative $24K starting ACV, approximately 80% target gross margin, and a $360K Year-1 engineering envelope. The use-of-funds allocation is a financing plan, not a promise that each category will be spent evenly within the first 12 months.

Two Paths to Market

Funding accelerates GTM and de-risks ozIQ.

CURRENT PATH

Capital-Constrained GTM

Founder-led enterprise outreach → readiness completed incrementally → limited pilot capacity → slower paid-customer conversion.

FUNDED PATH

Accelerated GTM

Anchor capital → enterprise readiness and engineering capacity → multiple controlled pilots → faster paid conversion → ozIQ and the broader round de-risked.

Without funding, ozIQ can continue progressing through a slower, founder-led path. Anchor capital compresses the timeline by funding enterprise readiness, pilot execution, customer support, and core engineering capacity.