SECTION 1 WHO WE TARGET (Userlens)

The big takeaway first: Userlens's market is small by startup standards roughly $90–150M total. That's below the ~$225M investors usually look for. At its current price (~$6–7.5K per customer per year) it's a niche tool. To grow into something venture-scale it has to charge more (its Enterprise tier is the first move), widen who it sells to, or do more in the product.

What Userlens does: it reads how customers use a product and predicts who's about to churn so the buyer has to be a software company that already tracks product usage.

Who it's for:

Three things a company must have to even use it:

  1. Subscription revenue. No recurring revenue, no churn to predict.
  2. A customer-success team. No CS team, no one to buy it or use it.
  3. Product usage actually tracked via Amplitude, Mixpanel, PostHog, or Userlens's own SDK.

The filter you'd screen a real list on: at least 2 customer-success managers and uses a product-analytics tool. Both are checkable from outside unlike "tracks accounts manually," which you can't see.

Who buys vs. who uses:

What makes a company start looking:

  1. Just raised funding retention is now a number they report to investors, so it becomes a board priority overnight.
  2. Growing fast the customer base has outgrown what the CS team can track by hand.