Investor deck
by Zak Keener & David Cooper
THE BIG IDEA
Building the first agentic insights platform that transforms how organizations gather intelligence and make decisions. We want to capture and dominate the Market Research and Political Polling space.
Socratic Research leverages AI agents across multiple channels over voice and text to extract, analyze, and deliver deeper insights that were previously impossible to obtain. We enable businesses and political organizations to understand their audiences with unprecedented clarity, act with greater confidence, and deliver more powerful messages.
We package insights and research campaigns together in a unified, system of record platform that allows companies to manage research cycles over time and across multiple modalities.
THE PROBLEM
Shallow insights
Traditional research methods force complex human opinions into simplistic formats, missing crucial context and nuance
Fragmented data collection
Organizations juggle multiple platforms and methods to gather information from different sources
Limited actionability
Most data collection yields information without the analysis needed to drive decisions
Prohibitive costs and time
Comprehensive research across multiple channels is expensive and slow, consulting firms that offer polling actually lose money on it
OUR SOLUTION
The Socratic Agentic Insights Platform combines intelligent AI agents with powerful internal tooling to revolutionize the entire research workflow:
Agent Network & Technology Stack
- Voice Agents
- Conversational agents conducting surveys and polls
- Research Agents
- Structured and unstructured data processing
- Analysis Engine
- LLMs for context understanding
Integrated Workflow Tools
- Campaign Builder
- GenAI for ad copy and creative development
- Script Engineer
- Sophisticated conversation architecture development
- Insight Explorer
- Interactive conversational interface to query research data, generate messaging and reports
MARKET OPPORTUNITY
Our platform addresses significant markets with urgent needs for better insights:
Political Research & Campaigns
Annual US market size
Market & Consumer Intelligence
US market size
Strategic Intelligence
US market size
VALUE PROPOSITION BY SECTOR
For Political Campaigns
- Direct messaging creation
- Language pattern identification
- Opposition research
- Rapid response testing
For Brand Marketers
- Consumer language capture
- Authentic messaging creation
- Product development insights
- Competitive positioning
For Media Companies
- Content development guidance
- Character and storyline testing
- Format preference analysis
- Audience expansion strategy
CURRENT TRACTION
Initial Voice Agent Pilot
We've successfully conducted our first voice agent experiment using Facebook ads to recruit participants:
- Campaign Scale: Drove approximately 11,000 impressions with $200 in ad spend over two weeks
- Engagement: 88 people initiated conversations with our voice agent
- Completion: 9 respondents completed the full survey experience
- Insight Quality: Captured rich, nuanced responses impossible with traditional polling
Real Voice Insights From Our Pilot
"I think women need to be taken more seriously, listened to. I just had a friend who died of ovarian cancer and unfortunately she went undiagnosed for quite a long time because there's not a lot of research and there's not a lot of belief in women." - 62-year-old married woman
"I think the attack on women's health is an attempt to subvert women and pressure them to return to an antiquated state. We are intelligent. We are capable. We are educated. We can make decisions for ourselves and our families." - 64-year-old married woman
"I think that it's time that we look at healthcare as healthcare and drop the male-female pediatric descriptors. Healthcare is healthcare, period." - 64-year-old married woman
Valuable Insights From Our Pilot
Mental health is daily—and unsupported: Many women experience chronic stress or anxiety but lack access to care or coping strategies.
“I just keep going, I guess.”
Misinformation around birth control is causing harm: Women feel they aren’t told the full truth about side effects or risks—and they don’t feel safe asking.
“My gynecologist never told me about any side effects… I asked directly.”
Being dismissed is more common than being believed: Whether it's chronic pain or a cancer diagnosis, women repeatedly described not being taken seriously by providers.
“There’s not a lot of belief in women.”
Strategic Partnerships
- Ability to quickly reskin results from surveys into valuable content for SEO and to sell to other companies
- Entertainment Industry Client: Secured a paid contract with a Hollywood producer to conduct voice-based surveys for content development, identifying audience preferences and show concepts with high potential
- In discussions with a state senator as potential customer
GO-TO-MARKET STRATEGY
Initial Focus: Political research and campaign strategy
- Demonstrate the power of voice agents for voter insights
- Develop case studies showing superiority to traditional polling
- Leverage election cycle timing to drive adoption
Expansion: Corporate intelligence and market research
- Extend platform to include multi-channel capabilities
- Target high-value industries with urgent insight needs
- Partner with strategic consultancies for distribution
Platform Play: Full agentic insights ecosystem
- Offer self-service access to the complete platform
- Create API ecosystem for third-party integration
- Develop specialized industry solutions
BUSINESS MODEL
Our tiered offering meets different client needs:
Full-Service Intelligence Programs
$50,000-100,000/month
Channel-Specific Solutions
$25,000-45,000/month
Platform Access (Future)
$10,000/month and up
Full-Service Intelligence Programs
- Comprehensive multi-channel research
- Advanced analysis and strategic recommendations
- Ongoing intelligence monitoring and updates
Channel-Specific Solutions
- Focused voice or chat agent deployments
- Targeted intelligence gathering
- Specific question answering
Platform Access (Future)
- Self-service agent deployment
- Custom agent creation
- API access for integration
COMPETITIVE ADVANTAGE
Technological Innovation
Integrated agent architecture across channels
Insight Depth
Multi-dimensional understanding versus flat data
Speed to Intelligence
Days versus weeks for traditional methods
Comprehensive Scope
One platform versus fragmented alternatives
Continuous Learning
Agents improve with each deployment
Our agentic approach creates sustainable differentiation through these key advantages.
FUNDING NEEDS
We are seeking $1MM in pre-seed funding to bring on key hires outside of core strengths, focus on scaling the product, and hitting our next milestones.
Founders
David Cooper, CEO
- Snowflake sales
- Gartner sales
Zak Keener, CTO
- Founding engineer at Tydo (YC, Founders Fund, Greylock)
- Magic Leap engineer
David previously sold an insights platforms at Gartner, was a founding AE at a company acquired by SAP, and has sales experience with AI systems at Snowflake.
Zak built a marketing insights platform for ecommerce, developed agentic workflows, and previously collaborated with David to build Ohshi.
Together, they combine deep expertise in both insights technology and go-to-market strategy.
SOCRATIC RESEARCH