FiscalNote (NOTE) 27th Annual Needham Growth Conference summary

Business overview and value proposition

• Delivers subscription-based access to proprietary policy data, insights, and workflow tools via an AI-driven SaaS platform, with over 90% of revenue from subscriptions.

• Ingests data from tens of thousands of sources globally, combining it with proprietary analysis to help clients manage policy and regulatory risk.

• Serves over 4,000 customers, including corporates, government entities, associations, and NGOs, with a diversified client base across sectors like healthcare and manufacturing.

• Buyers include government affairs, legal, compliance, and public sector legislative liaisons.

• Expands within client organizations as users increase their reliance on the platform for broader issues and geographies.

Data, technology, and competitive differentiation

• Collects and normalizes structured and unstructured data from over 80 countries and 16,000 U.S. jurisdictions, providing unmatched coverage.

• Combines automated AI-driven insights with human analysis, including proprietary content and historical legislative analysis.

• Offers workflow, reporting, and CRM tools to enhance collaboration, reporting, and stakeholder management.

• Trusted for accuracy and reliability, addressing high-stakes regulatory and policy challenges.

• Market for legal and regulatory information estimated at $40 billion, with increasing complexity and global regulatory change driving demand.

Market trends and customer needs

• Global regulatory complexity is rising, with elections and policy changes creating new risks and opportunities.

• Regulatory compliance now affects all industries, not just highly regulated sectors.

• Seniority and visibility of government affairs and compliance roles are increasing within organizations.

• Growing acceptance of AI and technology solutions for managing policy and regulatory risk.