Update competitive analysis doc

docs/competitive-analysis.md

@@ -251,6 +251,44 @@ This is an **emerging, fragmented market** with no clear category leader. The ri
 
 ---
 
+#### 6. Dozier — The Action-First AI CI Startup
+
+**Positioning:** "One Sweep. Never stops watching." | **Pricing:** Free → $39 / $99 / $299/mo | **Sales motion:** Self-serve, 30-second setup, no demo call
+
+**The Dozier loop:**
+```
+Sweep → Dossier → Moves → Radar
+```
+
+| Dimension | Dozier | IntelSight |
+|---|---|---|
+| **Pricing** | Free / $39 / $99 / $299/mo | $199 / $499 / $1,499+/mo |
+| **Evidence** | Every finding cited + confidence badge + source archived at capture time | OSINT dossiers; no per-claim citation emphasis |
+| **Action Layer** | **Moves** — ranked actions with dollar impact from customer's own numbers | Reports/alerts; no dollar-quantified action layer |
+| **Monitoring** | Radar alerts on *material* change only | Alerts on any change |
+| **Person-Level Data** | Explicitly none | OSINT dossiers on leadership/hiring/tech stack (moat) |
+| **Sales Motion** | Self-serve, published plans, 30-sec setup | Free trial, $199+ entry |
+
+**Dozier Strengths:**
+- "Show your receipts" — cited, timestamped, archived sources with a confidence badge on every finding
+- Ranked moves priced from the customer's own revenue/ticket/traffic (e.g. "launch a monthly-plan comparison page → $18.4k impact")
+- 5× lower entry point ($39 vs. $199) aimed at solo researchers
+- Clean before/after loop with an action-first wedge
+
+**Dozier Weaknesses:**
+- No person-level / OSINT depth — leadership, funding, hiring, tech-stack dossiers are absent
+- No funding/IPO/acquisition alerting, API/webhooks, white-label, or email digests
+- Early-stage; unproven at scale
+
+**Why IntelSight Wins Against Dozier:**
+- **OSINT dossiers are the moat** Dozier explicitly does not have — person-level intelligence on competitors' leadership, hiring, and tech stack
+- **Enterprise depth** (funding/IPO/acquisition alerts, API access, white-label) for the mid-market Dozier can't serve
+- **Credibility** — "a product of IT Pro Partner" vs. a no-name startup asking for strategic data
+
+**The honest read:** Dozier validates the SMB CI market but flanks on the low end with a better *story*. The threat is narrative, not technical — Dozier's two edges (per-claim confidence + dollar-quantified moves) are features IntelSight can absorb faster than Dozier can build OSINT depth. See Threat 5 and the Strategic Recommendations steals below.
+
+---
+
 ### IntelSight Comparison Table
 
 | Feature | **IntelSight** | Crayon | Klue | SEMrush+Kompyte | SimilarWeb | Owler |
@@ -625,6 +663,17 @@ Every enterprise CI competitor (Crayon, Klue, PitchBook, CB Insights) uses opaqu
 - **Structured methodology** — our validation framework provides consistency that ad-hoc AI queries can't
 - **OSINT depth** — CourtListener and OpenCorporates aren't indexed by general web search
 
+### Threat 5: Action-First AI CI Startups (Dozier & Clones)
+
+**Risk:** Dozier-style startups win the low end on *narrative* — "every claim cited with confidence + a ranked action with a dollar figure" — and self-serve at $39/mo, undercutting IntelSight's $199 entry by 5×.
+
+**Likelihood:** Medium-High. The category is now crowded with single-purpose vertical tools built on generic AI plumbing (tranx.io, dozier.io, qexo.ai all follow the same pattern: narrow SMB wedge + clean before/after loop + evidence/confidence). More will appear.
+
+**Mitigation (the two steals):**
+- **Per-claim confidence + source archive on IntelSight dossiers** — this is a feature, not a moat. IntelSight can add confidence badges and capture-time source archiving faster than Dozier can build OSINT depth.
+- **Ranked-move-with-dollar-impact layer** — price moves from the customer's own revenue/ticket/traffic numbers. This closes the one gap where Dozier's story is genuinely better.
+- **Do not chase $39** — the solo-researcher segment is Dozier's; IntelSight's moat (person-level OSINT, funding alerts, multi-tenant) is unassailable from below.
+
 ---
 
 ## Strategic Recommendations
@@ -636,6 +685,8 @@ Every enterprise CI competitor (Crayon, Klue, PitchBook, CB Insights) uses opaqu
 3. **Publish comparison pages** on intelsight.io and launchcheck.io referencing this analysis
 4. **Build win/loss analysis** for IntelSight Enterprise — close the feature gap with Klue
 5. **Content marketing:** "Why OSINT matters in competitive intelligence" — establish category authority
+6. **Add per-claim confidence + source archiving to dossiers** (Dozier steal #1) — confidence badge on every finding, source captured and archived at capture time, so dossiers "show their receipts"
+7. **Add a ranked-move-with-dollar-impact layer** (Dozier steal #2) — surface ranked, dollar-quantified actions priced from the customer's own revenue/ticket/traffic, closing the one gap where Dozier's narrative is genuinely stronger
 
 ### Medium-Term (6–12 Months)