Confidential — SLT Review
Product Portfolio
Go-to-Market Roadmap
4 products. 15 months. From alpha to revenue. This is the plan to make CG a product company by mid-2027.
📋
Full-Day Workshop
Product Roadmap Finalization
Duration: 1 full day
Goal: Walk out with a signed-off roadmap
Vision & Product Demos
- Why now — market urgency
- AI maturity framework (L1→L4)
- Live demo of each product
- Platform + product architecture
Outcome: Shared understanding of what we've built
Pricing & Sales Strategy
- Pricing models per product
- Competitive analysis
- Target buyers & entry points
- Revenue projections
Outcome: Pricing tiers agreed, sales playbook drafted
Testing & Quality Gates
- Alpha criteria & client selection
- Beta program design
- Go/No-Go gates per quarter
- Risk register & mitigations
Outcome: Alpha/Beta plan signed off, first clients named
Roadmap & Commitments
- Finalize quarterly milestones
- Resource allocation & team structure
- Budget & investment ask
- Sign-off & next steps
Outcome: Roadmap approved, budget committed, owners assigned
9:00 – 10:30
☕ Break
11:00 – 12:30
🍽️ Lunch
1:30 – 3:00
☕ Break
3:30 – 5:00
Time to Market
March 2026 → June 2027
Portfolio
The Four Products
iQuality
FDA Compliance Automation
Automated audit trail review, CAPA management, regulatory intelligence. Powered by Knowledge Graph. Integrates Veeva, ServiceNow, JIRA.
Built on Claire
Claire 3.0
Agentic AI Platform
No-code platform to build, orchestrate, and deploy AI agents. L1→L4 maturity. Visual flow builder, store, governance, self-monitoring.
The Platform
MAiGRATE 2.0
AI Document Migration
PDF → Veeva Vault migration pipeline. AI classification, metadata extraction, field mapping. GPT-5 reasoning for complex documents.
Built on Claire
Polarion AI
Test Automation Intelligence
AI-powered test script generation, execution observation, deviation detection, evidence collection for validated systems.
Built on Claire
Claire 3.0 is the platform. iQuality, MAiGRATE, and Polarion AI are products built on top of it.
Pricing
Pricing Strategy
Platform + product licensing model. Claire is the base. Products are add-ons. Consulting and implementation are separate revenue streams.
| Product |
Model |
Pricing Tier |
Includes |
Notes |
| ■ Claire 3.0 |
Platform license |
$X/mo per realm
Starter / Pro / Enterprise
|
Core platform, flow engine, store access, governance, command center |
Required base for all products |
| ■ iQuality |
Product add-on |
$X/mo per tenant
Per-system onboarding fee
|
Pre-built agents (FDA Audit, CAPA), flows (AR-01→06), Veeva/SNOW connectors, compliance ontology |
+ Implementation services |
| ■ MAiGRATE 2.0 |
Per-migration or subscription |
$X per doc batch
or $X/mo unlimited
|
PDF pipeline, AI classification, metadata extraction, Veeva upload, Azure Blob |
Usage-based pricing option |
| ■ Polarion AI |
Product add-on |
$X/mo per project
Per-protocol pricing
|
Test generation agents, execution observation, deviation detection, evidence collection |
Pairs with Polarion ALM |
Recurring License
Platform + product subscriptions
Implementation
Onboarding, customization, training
Managed Services
Ongoing support, custom agents, store content
Go-to-Market
Sales Strategy
■ iQuality
Target: VP/Director of Quality & Compliance at mid-to-large pharma
- Lead with pain: "How long does your audit trail review take?"
- Entry point: Single system onboarding (Veeva Vault audit)
- Expand: Add systems (SNOW, JIRA), add tenants (sites/BUs)
- Proof: Live demo — 40k entries reviewed in 11 minutes
■ Claire 3.0
Target: CTO/VP Engineering at life sciences companies with AI initiatives
- Lead with differentiation: "Only L1→L4 AI platform for regulated industries"
- Entry point: Platform license + one use case (iQuality or MAiGRATE)
- Expand: More realms, more tenants, store components
- Proof: Architecture deck + compliance certifications
■ MAiGRATE 2.0
Target: Document management / regulatory affairs teams doing Vault migrations
- Lead with volume: "How many documents are you migrating manually?"
- Entry point: Pilot batch (500-1,000 docs)
- Expand: Full migration contract, ongoing classification
- Proof: Side-by-side: manual vs AI classification accuracy
■ Polarion AI
Target: Validation leads / QA directors managing IQ/OQ/PQ protocols
- Lead with efficiency: "How long to write test scripts from SOPs?"
- Entry point: Single system validation pilot
- Expand: Enterprise validation platform, multi-project
- Proof: Generated test script vs manual — same quality, 90% less time
Testing
Alpha & Beta Testing Plan
Alpha Testing
Internal + 1-2 Friendly Clients · 4-6 weeks per product
- Who: Internal CG teams + 1-2 existing client relationships (NDA)
- Goal: Find breaking bugs, validate core workflows, stress test
- Scope: Core features only — not full product
- Feedback loop: Weekly calls, shared Slack/Teams channel, issue tracker
- Exit criteria: Zero P0 bugs, core workflows pass 95%, client signs off
- Deliverables: Alpha test report, prioritized bug list, client testimonial draft
Beta Testing
5-10 External Clients · 6-8 weeks per product
- Who: 5-10 clients across segments (big pharma, mid-market, biotech)
- Goal: Validate product-market fit, pricing, onboarding experience
- Scope: Full product — all features, real data, real users
- Feedback loop: Bi-weekly NPS survey, monthly review, usage analytics
- Exit criteria: NPS > 40, 80% feature adoption, pricing validated, 3+ willing to convert to paid
- Deliverables: Beta report, case studies, reference clients, finalized pricing
Timeline
Roadmap — Q2 2026 → Q2 2027
6 quarters. Each product follows: Build → Alpha → Beta → GA → Scale.
Claire 3.0
iQuality
MAiGRATE 2.0
Polarion AI
Alpha (Internal + 1-2 clients)
GA (General Availability)
Milestones
Quarterly Success Criteria
What "done" looks like at each quarter. Miss a milestone = escalate immediately.
Q1 2026 — NOW
Foundation & First Alpha
- Claire: L4 features complete, internal testing, documentation
- iQuality: Alpha with 1-2 internal CG teams + 1 friendly client
- MAiGRATE: V2 build on Claire flows (migrate from standalone)
- Polarion AI: Requirements gathering, architecture on Claire
- Pricing: Draft pricing model reviewed by sales leadership
Target: iQuality alpha feedback collected
Q2 2026
Alpha Expansion & First Beta
- Claire: Alpha with 2 external clients (platform license pilots)
- iQuality: Beta launch — 5 clients across pharma segments
- MAiGRATE: Alpha with 2 migration projects
- Polarion AI: Build complete, internal testing
- Sales: Sales team trained, pitch deck finalized, pricing v1 live
Target: 5 beta clients signed for iQuality
Q3 2026
First Revenue & GA Prep
- Claire: Beta with 5-8 clients, pricing validated
- iQuality: GA launch — first paying customers
- MAiGRATE: Beta with 5 migration projects
- Polarion AI: Alpha with 2 validation teams
- Revenue: First signed contracts (iQuality)
Target: First $X in signed ARR (iQuality GA)
Q4 2026
Multi-Product Revenue
- Claire: GA launch — platform generally available
- iQuality: 5+ paying clients, 2+ case studies published
- MAiGRATE: GA launch — first paying migrations
- Polarion AI: Beta with 5 validation teams
- Revenue: 3 products generating revenue
Target: 3 products in market, $X cumulative ARR
Q1 2027
Scale & Expand
- Claire: 10+ platform licenses, store with 50+ components
- iQuality: 10+ clients, multi-tenant deployments live
- MAiGRATE: 5+ migration clients, usage-based billing live
- Polarion AI: GA launch — first paying clients
- Marketing: Conference presence, published case studies, partner channel
Target: 4 products GA, $X quarterly revenue run rate
Q2 2027 — DEADLINE
Prove the Model
- All products: Positive unit economics (revenue > cost per client)
- Pipeline: 20+ qualified opportunities across all products
- Retention: 90%+ renewal rate on first cohort
- References: 5+ referenceable clients willing to speak publicly
- Team: Dedicated product team (PM, engineering, sales, CS)
Target: Prove CG is a product company. $X ARR. Board-ready metrics.
The Ask
What We Need from SLT
👥
Dedicated Team
Product manager, 2-3 engineers, 1 designer, 1 sales lead per product. Not borrowed from client projects.
💰
Investment Budget
15-month runway for infrastructure, LLM costs, alpha/beta programs, marketing, and conference presence.
🤝
Client Access
Intro to 10-15 existing CG clients for alpha/beta. Sales team alignment on product-led conversations.
The window is 15 months. If we don't move now, someone else will build this for our clients.
CG Product Portfolio — Confidential SLT Review · March 2026