The Macro Shift
Discovery is changing
Search is fragmenting. Discovery is moving from links to answers.
For Investors
The GEO Category Thesis
A VC-ready narrative for the next major shift in digital discovery.
The Problem
A visibility gap
Brands have no visibility into how AI systems choose winners.
The Mistake
Wrong metrics
Existing tools track mentions — not decisions.
Our Insight
A new mental model
AI discovery is a decision funnel, not a ranking system.
Our Solution
Decision intelligence
A decision-intelligence platform for AI discovery.
Proof of Concept
Onboarding delivers the insight
Our onboarding flow delivers a single, undeniable lost decision in minutes. This is the moment that changes behavior.
The Aha Moment
6-step flow creates conviction
- 1
Define context
Company website, category, buying intents
- 2
Run analysis
Across ChatGPT, Gemini, Perplexity, Claude, Copilot
- 3
Deliver one lost decision
The exact prompt where AI chooses competitors — the aha moment
“If the user reaches the dashboard without an emotional reaction, onboarding failed.”
Market
Massive opportunity
- SEO spend: $80B+
- GEO spend: just emerging
- Even 5% shift → massive category
Why Now
Perfect timing
- LLM adoption accelerating
- AI-native buying behavior emerging
- Enterprises panicking quietly
Moat
Defensibility
- Prompt-level historical data
- Scoring transparency
- Decision-centric framing
GEO Category Investment Thesis
A VC-ready narrative for the next major shift in digital discovery. GEO Platform is building the decision-intelligence layer for AI discovery.
The Macro Shift
Search is fragmenting. Discovery is moving from links to answers. AI assistants like ChatGPT, Claude, and Gemini are replacing traditional search for buying decisions. This represents a fundamental shift in how consumers discover and choose products.
The Problem
Brands have no visibility into how AI systems choose winners. When a user asks an AI assistant for a product recommendation, the AI chooses 1-3 answers. If your brand is not recommended, you are invisible to that buyer.
The Mistake
Existing tools track mentions — not decisions. Traditional SEO and brand monitoring tools measure rankings and mentions, but they do not track the actual decision moments where AI systems choose winners.
Our Insight
AI discovery is a decision funnel, not a ranking system. The mental model for AI visibility is fundamentally different from SEO. AI systems make decisions, not rankings. Understanding this distinction is key to winning in the new era of AI-driven discovery.
Our Solution
GEO Platform is a decision-intelligence platform for AI discovery. We track high-intent prompts across 5 major AI models, measure who AI recommends, and provide actionable insights to improve AI visibility.
Proof of Concept: Onboarding Flow
Our 6-step onboarding flow delivers conviction, not comprehension. In minutes, users see a single, undeniable lost decision — one prompt where AI chooses competitors over them. This is the aha moment that shifts mental models from visibility to decision-making. The onboarding creates urgency, clarity, and motivation to act.
- 6-step flow creates conviction, not comprehension
- Delivers aha moment: one lost decision
- Shifts mental model from visibility to decision-making
- Works for self-serve users and enterprise demos
Market Opportunity
- SEO spend: $80B+ annually
- GEO spend: just emerging as a category
- Even 5% shift from SEO to GEO creates a massive new category
Why Now
- LLM adoption is accelerating rapidly
- AI-native buying behavior is emerging among consumers
- Enterprises are quietly panicking about AI visibility
Competitive Moat
- Prompt-level historical data that compounds over time
- Scoring transparency that builds trust with customers
- Decision-centric framing that competitors cannot easily replicate