Blume Microthesis
Blume Microthesis
The global AI market, valued at USD 515.31 billion in 2023, is projected to grow to USD
2,740.46 billion by 2032, at a CAGR of 20.4%. AI applications in sales represent a significant
segment, with the sales intelligence market, including AI-driven tools, valued at USD 2.95
billion in 2022 and expected to grow at a CAGR of 10.8% through 2030.
The integration of AI into sales processes is transforming the industry by addressing critical
challenges and driving efficiency. Key areas include:
● Subscription-Based Model
○ Reason: Predictable revenue and scalability are attractive to investors. It allows
for tiered pricing strategies to target different customer segments (SMBs vs.
enterprises) while providing a base for upselling premium services.
1. Timepay.ai: Although it’s an AI-driven debt collection tailored for NBFCs but can also
expand into automated AI sales call category
2. Clueso: AI for videos and docs for sales/marketing collateral and user
onboarding/training
3. ShortLoop: Task-specific VoiceBots for outbound and inbound calls with prospects,
customers, and workforce
1. Timepay.ai:
○ Competitive Advantage: Strong innovation in AI-driven debt collection with
multilingual support and predictive analytics.
○ Strengths: Large underserved market; cost-effective over manual recovery.
○ Weaknesses: No visible traction; unknown team raises risk.
2. Clueso:
○ Competitive Advantage: Generative AI for onboarding/training, sales collateral
generation platform; easy adoption for non-tech users.
○ Strengths: Early traction from 14-15 companies; growing demand for AI-driven
education tools; YC backed
○ Weaknesses: Founders are first-timers, and may face scaling challenges.
3. ShortLoop:
○ Competitive Advantage: AI calling tool simplifies real-time debugging; highly
differentiated for developer workflows.
○ Strengths: Strong tech founders; YC-backed validation.
○ Weaknesses: Niche use case; no known traction limits scalability prospects.
1. Clueso: Strong early traction, scalable market, and good fit for Blume’s philosophy.
2. ShortLoop: Unique product, strong team, but niche use case and no traction lower
priority.
3. Timepay.ai: Large market and innovation potential, but lack of traction and team visibility
pose significant risks.