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Your Data, Your Questions, Your Answers

When we started DoTadda, we focused on finding your business content like emails, files and notes, really, really fast. Our hypothesis was “search” in apps is generally terrible, like searching for an email or a file. You don’t get the needle with search in these products, you get the

We’re Not Ready For AI

Most asset managers don’t understand that AI is a game-changer that can quickly 10x productivity of analysts and PM’s. Our industry as a whole, woefully lacks understanding and is unprepared. But there is hope. This is the value of DoTadda. We help orgs of any size quickly have

Closer to the Code: Embracing Founder-Led Software Demos

I get a lot of software demos and I love them because, I want to know what is the state of the art. However, when it comes time for the demonstration, I’m often met with a well-dressed salesperson armed with a carefully crafted script. They navigate through the features

Data Vendors Win Again

Ease of data querying is converging to "zero effort” and this is exactly what every data vendor would want.

DoTadda 2022 Year-end Review

It’s time for DoTadda’s 2022 year in review. What we got right and what we have planned for 2023. What we got right in 2022 Target Market Well we quickly niched down in our target market: Asset Management teams. We found which persona has budget authority and who

30 Days

This post was inspired by Anthony Pierri https://www.linkedin.com/in/anthony-pierri-7b5080a9 on LinkedIn. I thought it was a good framework of questions, so in the spirit of "build in public" I answered them. It actually took us a year and 9 months to be able to

It’s Time Asset Management Teams Had a Productivity and Collaboration App Built Just for Them - Part III

Welcome to my final blog post in this series: It’s Time Asset Management Teams Had a Productivity and Collaboration App Built Just for Them. This is part three . As I finish up this series, I would like to write about my inspiration for DoTadda and where it comes from

It’s Time Asset Management Teams Had a Productivity and Collaboration App Built Just for Them - Part II

In my last blog post (link at the end), I opened with the belief that asset management professionals need a collaboration and project management tool built specifically for our needs. A key reason for my hypothesis is that our workflow is insanely different from the workflow traditional horizontal tools have

It’s Time Asset Management Teams Had a Productivity and Collaboration App Built Just for Them

It’s Time Asset Management Teams Had a Productivity and Collaboration App Built Just for Them

Research teams in asset management have a unique job that does not lend itself well to horizontal software tools, although that is what is typically used in our work setting. OneNote for storing notes for example. Email for sending and receiving information and file attachments and communicating internally and externally.

Our Vision is a Heavy Lift, but We Can Do It!

When I did the napkin sketch for DoTadda it looked like this. Now it looks like this. The vision is becoming clearer, more profound, and more encompassing.

I Just Fixed How I do Demos.

I did my first demo of DoTadda, where I inverted what I typically do in a demo and it was magic! So what do I typically do? 1) I hop on the call and after intros and small talk, share my screen and show what the app can do. As

DoTadda's Year in Review

In December of 2020, I shared the idea for DoTadda with Jerry. Jerry became our CTO. In March of 2021, DoTadda, Inc. became a Delaware C Corp. Jerry brought on Andrew, and Andrew brought on Will. We now had a CTO and 10x full-stack developer, and a talented UX designer.

In 2022 I Will Become an Email Ninja.

In 2022 I Will Become an Email Ninja.

In 2022, I will get better at email and save serious time. I love email, but I get 200 to 500 emails a day. Email is great but also a distraction if not managed. Let me share four magic steps (and one bonus step) to conquering email. 1. Unsubscribe from

The Eisenhower Method

The Eisenhower Method

My Twitter follows are far and wide. I started on Twitter for the finance and markets commentary. For some reason I came across @SahilBloom on Twitter and I read this post by him. https://twitter.com/sahilbloom/status/1457710090207834118?s=21 It's a thread on the Eisenhower method

After Day One. It has to start somewhere.

After Day One. It has to start somewhere.

What DoTadda looks like today

Day One

I was so frustrated at work one day because I could not find an important email with a file attachment in Outlook. I think I had looked for it for 20 minutes. If you know me, I guard my time mercilessly. Usually, I'm pretty easygoing, but this time

Dots and Lines

I'm a Bassist, that's right, a person that plays an instrument that sounds like "Base" but is spelled "Bass". In my role as a Bassist I have come to love the simplicity in both foundational structure and embellishment that is required of

Organizing Email Chaos

Organizing Email Chaos

As someone working in technology I am frequently asked "How can I get out from under all these emails?". My reply is simply "Delete them". It's only when people realize that I am not joking that they run off to find some other solution