The SaaS CFO · Ben Murray
podcastplaybook$3M Pre-seed Round to Create Your AI Research Assistant
Source excerpt
About The SaaS CFOWelcome to another exciting episode of The SaaS CFO Podcast! In this episode, we are thrilled to have Roee Barak, founder, and CEO of Upward AI, as our guest. Roee, based in Tel Aviv, shares his fascinating career journey that took him from law school to the tech industry. With nearly a decade of experience in various business roles, including business development, sales, and marketing, Roee decided to launch his dream venture, Upward, to revolutionize AI-powered research and productivity tools. Join us as we dive deep into Roee’s story, exploring the genesis of Upward and the innovative solutions it offers for high-stakes research in various industries. Roee provides a detailed walkthrough of how Upward helps users perform significant research, from defining objectives to gathering and synthesizing data, all the way to creating comprehensive reports and presentations. We also discuss…
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Apollo layer
What a founder can learn
Founder takeaway
For AI products serving high-stakes work, design around the complete customer workflow—not just a single generation feature. Start with objective-setting, support evidence gathering and synthesis, and finish with the reports or presentations users must deliver.
Why it matters
Customers evaluate productivity tools by whether they produce a trustworthy outcome with less effort. Owning the end-to-end workflow can create more value and differentiation than offering another standalone AI assistant.