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Syncfusion GTM Playbook

Bold BI positioning

Type
reference
Status
draft
Owner
COE Team
Last reviewed
2026-11-07
Products
Bold BI

Draft. Not yet reviewed. Check facts before you use it with customers.

The one message, audience and proof for Bold BI. The Bold BI GTM plan, objections file and competitor files build on it.

Summary

Bold BI is an embedded analytics and dashboard platform that you can white-label inside your own product or run for your own teams, in our cloud, a managed private cloud, or your own data center. It is for software companies (ISVs/SaaS) and midsize+ enterprises that need customer-facing or internal dashboards with predictable licensing and full deployment control.

Details

Who it’s for

  • Embedded (lead motion): ISVs and SaaS product teams adding dashboards to their application for many customers. Champion: developer/architect or product lead. Economic buyer: CTO/VP Eng.
  • Internal BI: midsize+ organizations that want self-service dashboards with governance and on-prem or private-cloud hosting. Champion: business owner (BI and analytics).
  • Gatekeepers: IT/security (SSO, data residency, air-gapped), procurement (cost at scale). See personas and ICP.
  • Triggers: capacity or per-viewer costs rising as an embedded app grows; a security review that rules out multi-tenant SaaS; a need for multi-tenancy across customers; a build-versus-buy decision on in-house charts.

Top 3 differentiators

  1. Built for embedding. JavaScript SDKs (React, Angular, Vue, .NET, Blazor) and a REST API, JWT-based embed tokens with row-level security, multi-tenancy (Managed Private Cloud and On-Premises), and white-labeling on every edition.
  2. Deploy where your data must live. Cloud, single-tenant Managed Private Cloud in a chosen region, or On-Premises on Windows, Linux, Docker or Kubernetes, including air-gapped networks and customer-managed keys.
  3. Licensing that scales with the business, not the viewer count. Per-user blocks or a flat per-application license with unlimited users in that app. AI is optional, with credits or bring-your-own model key on-prem.

Proof points

  • 145 documented data connectors: integrations.
  • Security: SOC 2 Type 2 report, HIPAA audit with BAA on request, AES-256 at rest, TLS in transit, VPAT (Section 508): security and security and compliance. ISO 27001 is not listed (TODO: verify before answering questionnaires).
  • AI features (Copilot, AI Agent, prompt-to-dashboard): AI analytics.
  • Review-site ratings and G2 badges on the homepage (quote their current wording).
  • Backed by Syncfusion. TODO: verify which customer logos may be cited.

  • TODO: add a real example of a midsize+ embedded deployment with approval to cite.

Pricing model fit

Three deployment editions: Cloud (per user), On-Premises (per user or per application) and Managed Private Cloud (custom quote). Per-user plans start with a base block of users and grow in small blocks with volume discounts. The per-application license covers unlimited users in one app, which fits ISVs embedding for many customers. AI credits are an add-on. 30-day free trial, no credit card. A free Community License covers one embedded app for very small companies. Midsize+ buyers usually land on On-Premises per application (embedded) or Managed Private Cloud (needs SSO, multi-tenancy, a chosen region, no ops burden); both go to sales for a quote. Note that SSO and multi-tenancy are not in Cloud Edition. Model only: see pricing and licensing and the live pricing page.

Keyword themes

  • Embedded analytics, embedded dashboards, white-label analytics, multi-tenant analytics
  • Embedded BI for SaaS, customer-facing dashboards, dashboard SDK for React/Angular/.NET
  • On-premises BI, self-hosted BI, air-gapped analytics
  • Power BI Embedded / Tableau / Looker / Sisense / Qlik alternative
  • AI dashboard builder, natural-language dashboards

30-second pitch

“If dashboards are part of your product, you need three things: they must look like your app, they must run where your customers’ data is allowed to live, and the cost must not climb every time a customer adds users. Bold BI embeds as white-labeled components with SDKs for your framework, runs in our cloud, a private cloud in your region or fully on-prem, and offers a per-application license with unlimited users. Want to see your own data in a dashboard in a 30-day trial?”

Sources

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