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5/3/2026

An AI persona validation platform that can generate materials for internal approval on the same day using only internal documents

Overview

A qualitative research support service for B2B marketing, business development, and product teams that repeatedly interviews AI personas based on internal notes, meeting minutes, and existing interviews, and immediately shows the cost savings from the first project. Buyers are mainly small-scale, department-budget-led adopters, with the first payment typically being a 9,800 yen trial or a 19,800 yen/month lite plan. The reason to buy is to avoid the slow speed and high cost of external research and quickly create evidence-backed reports for managers and executives. The biggest current barrier is not ROI but trust and operational clarity; explanations of no training use, retention period, deletion proof, and access control are required before purchase.

Value Proposition (Problem / Solution)

Problem

Existing qualitative research is expensive, slow, and hard to repeat, so planning decisions tend to rely on experience, and there is not enough evidence to get approval from managers or executives. In addition, if the handling of retention terms and training use is unclear when feeding internal documents and project notes into AI, legal and IT approval can easily stall.

Solution

A SaaS service that ingests internal documents to create AI personas and allows 24/7 interviews in chat form. Answers include evidence tags and confidence scores, and after each session it automatically generates an approval report in PDF or PowerPoint. It also clearly states no training use, retention period, deletion process, audit logs, and domestic management in the admin screen and contract, supporting both frontline adoption and review approval.

Target Persona

A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.

Core Pain

Hypotheses are too low-resolution, and there is not enough evidence to explain them in meetings or approval requests. In addition, there is insufficient guidance on whether internal documents can be fed into AI, which makes adoption discussions stall easily.

Solution Mechanism

Structure personas from existing internal documents, and allow repeated validation of key issues without [redacted-address], participant recruitment, or waiting for outsourcing. Support accountability in meetings with evidence tags and confidence scores, and connect directly to decision-making materials through report output. For trust, make retention, deletion, no-training, permissions, and audit visibility clear, creating an adoption flow designed for legal and IT review.

Revenue Model

Model: 案件単位の小額開始+月額固定の二段階

Price Range: Project trial: 9,800 yen per case, Light: 19,800 yen/month, Enterprise: quote required

The initial payer is usually the field proposer or the department budget, and there is strong demand to first confirm ROI for just one project. 9,800 yen is easy to approve as a pre-approval trial, and 19,800 yen per month fits the fixed-cost expectations of small teams handling one to two projects a month. Departments with stricter audit requirements or segregation of duties naturally require a quote because contract, audit, and dedicated tenant support are included.

Differentiation

Differentiation Points

  • - Rather than replacing an external research firm, users can make a small one-project introduction and decide whether to continue while confirming the savings
  • - Output in a form that can stand up to meetings and executive briefings, with evidence tags and confidence scores
  • - Show non-training, deletion proof, and retention controls as standard features so it can be sold on the premise of legal review

External research firms are high quality but expensive and slow. General-purpose chat AI is cheap, but it is weak on evidence, reproducibility, team operations, and audit readiness. This proposal is positioned not as something in between, but as an operational foundation for running internal qualitative validation on a per-project basis.

Core Features

Persona generation engine

Target: On-site planners, researchers, PMsStatus: validatedSource: validated_requirements / improved_proposition / validated_requirementsLever: onboarding

[redacted-address], structure up to 20 personas as JSON in the same workspace. Fix the validation targets for each project first, then stabilize the quality of subsequent interviews.

AI interview chat

Target: Planners, marketers, designersStatus: validatedSource: validated_requirements / improved_proposition / validated_requirementsLever: positioning

A chat UI injected with persona JSON that lets you ask questions anytime, 24/7. Each answer includes evidence tags, and conversation history is kept per session.

Automated report generation

Target: Frontline staff and their managersStatus: validatedSource: validated_requirements / improved_proposition / validated_requirementsLever: offer

After the interview is complete, export the issue summary, insights, and recommended actions as PDF or PowerPoint so they can be shared directly with managers or executives.

Evidence-based scoring

Target: Project leads and implementers who need legal reviewStatus: validatedSource: validated_requirements / improved_proposition / improved_propositionLever: trust

Show a confidence score and source references for each answer, and warn on low-scoring answers. Make it clear what should be checked instead of trusting the generated results as-is.

Clear statement of no training use and storage controls

Target: Legal heads and IT system headsStatus: validatedSource: validated_requirementsLever: trust

State in the admin screen and contract that there is no training use, specify retention period, deletion steps, and domestic data management, and keep a change history of settings.

Deletion request and audit trail export

Target: Legal, IT, and administratorsStatus: validatedSource: validated_requirementsLever: trust

Allow admins to submit deletion requests and download deletion evidence after completion. Store it in a format that can be used for audit submission.

Small-scale, per-project adoption plan

Target: On-site proposal makers and small teamsStatus: validatedSource: validated_requirementsLever: pricing

Offer a trial starting at 9,800 yen per project and a light plan at 19,800 yen per month, so users can verify savings with just one case first.

ROI cost comparison widget

Target: Proposal makers and decision-makersStatus: validatedSource: validated_requirementsLever: pricing

Enter outsourced fees, meeting hours, and number of revisions to instantly show estimated savings when using this service.

Template-based onboarding

Target: First-time adoptersStatus: validatedSource: validated_requirementsLever: onboarding

Even without materials, users can start from industry-specific templates and later replace them with their own documents.

Confidence scoring

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

A 0-100 score using logprobs and warning badges

4-step onboarding

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Complete the value experience within the first session and present the ROI calculator

No training on user data and tenant isolation

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Enterprise trust foundation with Zero Data Retention settings and RLS

Evidence tagging

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Link each answer to the relevant section of uploaded data or an external URL

Conversation history persistence

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Save chat history to PostgreSQL by session and make it available for later review

14-day free trial

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Let users experience starter-tier features without a credit card

Onboarding wizard

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Complete the four steps in the first session: upload data -> generate persona -> conduct interview -> export report

ROI cost comparison calculator

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Add an input widget for "annual outsourcing cost vs. annual cost of this service" on the onboarding screen and visualize it instantly

Persona templates

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

A starter set with sample personas by industry (B2B SaaS, EC, new business, etc.) for instant hands-on use

Boss share link generation

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Issue a read-only URL when exporting reports and connect it to a viral invite flow

Workspace sharing and permission management (3 levels: view, edit, admin)

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Implement in Phase 2 with [redacted-url] + a PostgreSQL permissions table

Slack notification integration

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Notify the team with the report link via Slack Webhook when an interview session is completed

Usage dashboard

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Show real-time usage by plan, including session count, report exports, and persona count

API rate management

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Control per-plan OpenAI API call limits with [redacted-url] middleware to prevent cost overruns

Customer success touchpoint

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Automatically show in-app messages after 3 months of use to encourage upgrades to annual billing or enterprise

Always-on disclaimer display

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Always display at the top of the chat UI: "This is an AI-generated simulated interview and not a substitute for actual consumer research."

Automatically add an AI-generated label to reports

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Automatically add "This report includes AI-generated content" to PDF and PPT footers

Data non-training guarantee

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Set the OpenAI Zero Data Retention API option and provide an enterprise DPA (Data Processing Agreement) template

Multi-tenant data isolation with PostgreSQL Row Level Security

Target: A person at a B2B company with 50 to 1,000 employees who serves as a marketing lead, product manager, new business lead, or division head, and is responsible for early hypothesis validation and executive presentations. In particular, this is for those who want to run one or two or more validations per month but feel burdened by the cost and coordination required for external research firms.Status: validatedSource: validated_requirements

Prevent data from all tenants from being mixed at the database layer

Scenario

Validation-driven UX design

Improvements and Next Actions

Improvement Points

1. trust: As the legal owner, I cannot approve the use of AI for internal documents or project notes unless the retention period, whether the data is used for training, and how vendors are managed are explained clearly enough to satisfy internal policies. In particular, logistics companies must be strict about handling customer and contract information, and cost savings alone are not enough to make a decision.

Hypothesis: Legal heads ask for storage conditions and proof of non-training before cost effectiveness, so if this is unclear they will not move on to comparison reviews.

Action: Display retain, delete, and non-training using the same wording in contracts, settings screens, and audit materials, and show sample deletion records.

Expected Effect: Improved legal pass rate

Next Validation: Check whether showing storage conditions and deletion records helps legal teams proceed to comparison reviews.

2. trust: It is not clear how far entered internal documents and case notes are retained, or whether they are used for training or secondary use. In financial groups, this lack of transparency alone can stop internal approval.

Hypothesis: In finance, if there is opacity at the review entry point, things tend to stall easily, and accountability must be met before feature value.

Action: Consolidate retention periods, reuse controls, access management, and audit logs into one screen so admins can check them themselves.

Expected Effect: Reduced review burden

Next Validation: Verify whether one screen is enough for the items review staff want to confirm.

3. trust: In the financial sector, if it is unclear how internal documents and case notes are stored or trained on by external AI models, there is concern they may violate information management standards. Rather than a low-cost plan, clear data-handling terms and audit-response evidence are needed first.

Hypothesis: Transparency in data handling determines whether it can be adopted before price does.

Action: Prepare a proposal that prominently presents Zero Data Retention-level operational details and domestic management options.

Expected Effect: Improved conversion rate to sales opportunities

Next Validation: Confirm whether explicit non-training and domestic management become conditions for review.

Next Actions

Create a trust pack within 48 hours with consistent wording across contracts, settings screens, and audit materials

Priority: High

Wireframe a path for the 9,800 yen trial per project and an input wizard that shows the savings from one project

Priority: High

Prepare only three industry-specific templates first to improve first-time success rates

Priority: Medium

Risks / Unknowns

  • - How much the match between real customer reactions and AI personas varies by industry is not yet entered
  • - How much the level of evidence required for legal and IT review differs by industry is not yet entered
  • - How much the trial-to-monthly-light conversion rate can hold at an approval-free price point is not yet entered

Confidence: medium

Friction: high

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