Two Ways to Find Similar Firms

Every firm profile shows a “Firms with Similar Tech” table with two modes: Semantic and 8-Point. They answer different questions.

Semantic similarity — same tools, same vendors

Semantic similarity reads the firm’s full technology list, encodes it as a high-dimensional vector using an AI language model, and finds firms whose vectors are closest in that space. Because the model understands relationships between tools — that HubSpot and Salesforce are both CRMs, that Intaker and ApexChat are both intake tools — firms sharing the same vendor ecosystem cluster together even if no individual tool is identical.

Use it to answer: Who is running a stack most like mine, tool for tool? If you use Intaker + CallRail + Litify, semantic search finds the handful of firms that have also invested in that exact combination of vendor relationships.

Semantic scores above 90% mean two firms are genuinely sharing vendor stack DNA. Above 95% is rare and usually means near-identical tooling.

8-Point similarity — same investment shape

The 8-Point model collapses every firm’s tech stack into eight dimensions that map to the eight axes of the radar chart: Analytics, Advertising, Intake, CRM & Case Management, SEO, Email, Content, and Platform. Each dimension is a 0–1 score based on how many tools the firm has in that category. The resulting 8-number vector is normalized so it represents investment shape — how spending is distributed — not total stack size.

Use it to answer: Who has the same strategic posture as this firm? A firm that scores high on Intake and Analytics but low on Content and Email will find peers that made the same tradeoffs — regardless of which specific tools they chose.

8-Point similarity is particularly useful for spotting firms in the same competitive tier that haven’t converged on the same vendors yet.

Which one should I use?

QuestionUse
Who uses the same tools as us?Semantic
Who competes with the same strategic playbook?8-Point
Who should we benchmark pricing against?Semantic
Who is operating at the same maturity level?8-Point
Which firms might switch from the same vendor?Semantic
Which firms have the same budget allocation gaps?8-Point

How similarity percentages work

Both modes express similarity as a percentage derived from cosine similarity — how closely two vectors point in the same direction. 100% means identical profiles. The results shown are the top 8 closest firms out of the 37,000+ in the index, so even the lowest-ranked result on the list is genuinely close.

The two modes will often return different firms — that’s by design. Together they give a fuller picture than either alone.

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