AtlasGrid

What do they actually do

AtlasGrid maps a mobile app’s screens and user flows, then overlays key metrics directly on those screens so teams can see where users drop off, convert, or hit performance issues without stitching together separate charts and event lists. It’s designed to answer screen‑level questions (e.g., which step causes churn) in the context of the actual UI, rather than in abstract dashboards (YC profile).

The company is running an enterprise first‑look program that visualizes live app metrics, flows, and performance with an emphasis on security and private previews (enterprise preview).

Who are their target customer(s)

• Mobile product managers at consumer apps: They need to pinpoint which specific screen or step causes churn, but current tools require event taxonomies and dashboards instead of showing metrics on the UI itself (YC profile LinkedIn post).
• Growth/marketing managers for mobile apps: They run campaigns and experiments yet can’t quickly verify if new users reach the intended in‑app experience or drop off before conversion (YC profile).
• UX and product designers: They want to validate design changes with real usage on screens, but often wait for engineers to instrument events and for analysts to assemble reports (LinkedIn post).
• Small analytics/data teams at mobile‑first companies: They spend time maintaining event schemas and reconciling funnels with the UI, slowing analysis and consuming engineering cycles (YC profile).
• Mobile engineering/QA leads at larger orgs: Reproducing problematic flows and correlating crashes/perf regressions with user impact is slow when analytics are detached from the actual app screens (enterprise preview).

How would they acquire their first 10, 50, and 100 customers

• First 10: Hand‑pick pilot accounts from the founders’ network (YC alumni and prior PM/growth contacts) and run short, white‑glove trials that place live metrics on app screens and surface a few concrete churn/flow issues to fix (YC profile LinkedIn announcement).
• First 50: Use case‑study proof points from pilots to drive targeted outbound and account‑based outreach to mobile PM and growth leads; standardize 2–3 week paid trials with lighter‑weight setup for faster conversion (YC profile).
• First 100: Blend self‑serve onboarding and content (short demos, “found the drop‑off” playbooks) with a segmented motion: PLG for smaller apps and an enterprise preview/sales process for larger orgs; amplify ROI stories via paid LinkedIn/Slack community ads and referrals (enterprise preview YC profile).

What is the rough total addressable market

Top-down context:

AtlasGrid targets the global app/mobile analytics market, which multiple firms size in the low billions today and growing at double‑digit rates; for example, Global Market Insights estimates USD 3.8B in 2023 with ~22% CAGR, while broader mobile+web scopes reach USD ~12–13B+ in 2024 (GMI, Precedence Research, MarketsandMarkets).

Bottom-up calculation:

Assume 200,000 actively maintained mobile apps with analytics budgets paying an average of USD 10,000/year (USD 2.0B) plus 10,000 larger enterprise/at‑scale apps paying USD 150,000/year (USD 1.5B), yielding roughly USD 3.5B in software spend—consistent with top‑down “low billions” estimates.

Assumptions:

• Only counts analytics software budgets (excludes services/ads).
• Active app counts reflect teams willing to pay for analytics, not total store listings.
• Enterprise ARPA reflects security, scale, and integration needs typical of large mobile orgs.

Who are some of their notable competitors

• UXCam: Mobile‑first session replay, heatmaps, and funnels for product/design teams; overlaps on “see behavior on screens,” but the core workflow is replay/heatmaps rather than metrics overlaid on the live UI (docs features).
• FullStory: Session replay plus product analytics across web and mobile, strong for tracing user sessions and context; primary interface is replay + analytics, not a per‑screen metrics overlay in the app UI (session replay guide).
• Glassbox: Enterprise “digital experience” platform with tagless capture, replay, journey maps, and mobile analytics; emphasizes compliance and full‑session capture for large orgs, vs. AtlasGrid’s quick visual insights on the UI (session replay product analytics).
• Amplitude: Behavioral/product analytics with deep event analysis (funnels, retention, paths) used by product and growth teams; chart‑ and event‑centric rather than per‑screen overlays or native replay as the primary workflow (mobile analytics guide docs).
• Mixpanel: Event‑driven product analytics and funnel/retention reporting for mobile apps; focuses on aggregated event charts rather than showing metrics directly on in‑app screens or offering replay as a core workflow (mobile analytics product analytics).