The only dataset built from inside fintech procurement decisions.
Dilly Labs sits at the moment financial institutions commit to vendors — not after, not through surveys, but inside the actual evaluation and selection process. That position produces commercial intelligence about the fintech vendor landscape that no analyst report, no data provider, and no network can replicate.
Why the position matters more than the dataset.
Most fintech market intelligence is assembled from the outside. Analyst reports synthesize public information and management interviews. Data providers scrape job postings, funding announcements, and API traffic. Investor networks aggregate portfolio company observations. All of it is directionally useful. None of it tells you what actually happened when a financial institution sat down to choose a vendor.
Dilly's dataset is different in kind, not just degree. Every procurement engagement running through the platform represents a real institution, with real requirements, evaluating real vendors against structured criteria, with real money and real regulatory consequences attached to the outcome. The signals that emerge from that process — which vendors get shortlisted, which get eliminated and why, how institutions score competing solutions, what they're willing to pay — are commercial ground truth that exists nowhere else.
As the platform scales across the financial institution landscape, that dataset compounds. Category velocity signals which problem areas are attracting procurement activity before funding rounds reflect it. Competitive displacement patterns show which vendors are winning at the expense of which incumbents. Buyer sentiment scores reveal how institutions actually experience products versus how those products are marketed. Pricing benchmarks establish what the market truly pays, stripped of the distortion that vendor-reported ARR and analyst estimates introduce.
The Intelligence Layer
Six signals that don't exist anywhere else.
Commercial traction signals
How frequently a vendor is shortlisted, evaluated, and selected across procurement engagements — a direct measure of market momentum that precedes revenue visibility by months.
Leading indicator, not lagging.
Category velocity
Which problem categories are seeing accelerating procurement activity across financial institutions — identifying where institutional spend is moving before the funding market reflects it.
Where the market is going next.
Competitive displacement
Which vendors are replacing which incumbents in head-to-head evaluations — revealing who is actually winning in the market, not just who is growing fastest in isolation.
The win/loss data VCs can't get.
Buyer sentiment scores
How institutions score and evaluate vendors against structured criteria — separating products that market well from products that perform well under genuine procurement scrutiny.
What buyers actually think.
Pricing benchmarks
What financial institutions are paying for vendors across categories — establishing market rate reality that strips out the distortion of vendor-reported metrics and analyst estimates.
Ground truth on price.
Vendor stack patterns
Which vendors co-exist in institutional stacks and which don't — revealing integration partnerships, competitive exclusions, and category bundling patterns that shape go-to-market strategy.
The stack map nobody has built.
To be direct: the investor intelligence product described on this page is being built. The dataset is real and growing — every procurement engagement running through Dilly today contributes to it. The investor-facing product layer that makes that data accessible and actionable for venture investors does not exist yet.
We're sharing the vision now because investors who understand where Dilly is headed make better early access partners — and because the financial institutions joining the platform today are laying the foundation for the intelligence layer we're describing. The earlier you understand what's being built, the more useful the conversation.
The Timing
The window to build this dataset is closing.
Fintech vendor procurement is in the early stages of moving from informal to structured. The institutions adopting structured procurement processes today are establishing the data patterns that will define the intelligence layer for the next decade. The dataset that gets built during this transition — inside real procurement decisions, not reconstructed from public signals — will be structurally difficult to replicate once the market matures.
Dilly's position at the center of that transition is not accidental. The procurement platform and the intelligence layer are the same business — one funds the other, and both become more valuable as the network grows. An investor who understands that flywheel understands why the timing matters.
Today
Procurement platform live, dataset growing with every engagement
Near term
Category intelligence emerging as procurement volume scales
At scale
Industry-wide vendor intelligence layer, compounding with every engagement
Get early access and stay close to what's being built.
Every submission is reviewed personally and followed up.