Plan Sponsor Value Veriphy Analytics offers a FICO-like score to measure the value added by fund managers to retirement plans. The primary target is 401(k) and 403(b) plan committees and sponsors seeking transparency and data-driven decision making, creating opportunities with plan sponsors, benefits consultants, and retirement platform providers.

Channel Partnerships Leverage existing tools such as Calendly for scheduling, WooCommerce for commerce, and Google marketing channels to pursue partnerships with retirement plan administrators, recordkeepers, and advisory firms. Integrate Veriphy scoring into RFPs, due diligence workflows, and ongoing monitoring to shorten sales cycles.

Pricing and SaaS Early-stage revenue with a lean team suggests potential for a scalable SaaS or analytics offering. Consider tiered pricing per plan or per fund, plus add-ons for enhanced analytics, benchmarking, and governance reporting to grow annual recurring revenue.

Differentiated Focus The FICO-like retirement plan score provides a unique value proposition focused on transparency and value measurement. Position against broader analytics vendors by emphasizing plan governance, risk-adjusted performance, and decision-useful insights for committees.

Growth Readiness Past growth efforts, including a chief growth officer appointment, indicate strategic emphasis on scale. Develop a targeted BD playbook with a clear ICP (plan sponsors, benefits consultants, HR teams) and a channel/partner program to accelerate deal flow.