The thesis, as a conversation
A walkthrough of the Cotillion thesis in discussion form, generated with Google’s NotebookLM from our own source documents and hosted on our unlisted investor playlist. Useful as background before the deck, or as a refresher after a meeting.
Where our market numbers come from
The market figures used across this site trace to a small set of named sources. The primary reports sit behind analyst paywalls; the links below go to each publisher, and the underlying extracts are available in the data room.
Global technology channel research
The source for the scale of the channel and the shape of the ecosystem: mature technology service providers, through-partner vendors, value-added distributors, and channel marketing agencies.
Market development funds utilisation research
Ongoing research on partner marketing and MDF program performance across vendor ecosystems, including how much allocated funding goes unclaimed each quarter.
Channel ecosystem and partner economics
Long-running analysis of partner-delivered technology sales and channel economics, including the work of chief analyst Jay McBain on how much of the industry transacts through partners.
The partner program we integrate first
The program structure, deal registration, and funding mechanics behind our first live integration. Cotillion is live on AWS Marketplace with a native Partner Central integration.
The three shifts behind why now
The why-now argument rests on technologies you can inspect directly. Each of these is public, shipping, and moving on its own timetable; Cotillion is the permissioned layer they are missing.
The standard for agent-to-system connection
The open protocol for connecting AI agents to tools and data across organisational boundaries. The Agent Exchange is built MCP-compliant, so vendor agents can route to partner systems through a permissioned layer.
AI agents inside vendor partner systems
Vendors are already deploying agents inside their CRM and partner-management stack. Those agents can see the vendor’s own data and have no permissioned path to the partner’s.
The same shift, Microsoft side
Copilot reaching sales and partner workflows means both hyperscaler ecosystems are embedding agents at the exact point where partner data is missing.
The PSA workflow we live inside
The professional services automation platforms where MSPs already work. Cotillion integrates into this workflow rather than asking MSPs to adopt another portal; Autotask is live, ConnectWise is next.
Deeper papers, in the data room
Two longer internal papers extend the thesis past the pre-seed horizon. Both are available in the data room; request access below and we will open them to you.
Know Your Vendor: the enterprise trust-verification opportunity
How the verified capability layer extends into enterprise and public-sector vendor due diligence, and what a closed, verification-first marketplace looks like at scale.
How platforms become trusted sources in AI search
Why AI assistants increasingly resolve questions against structured, verifiable sources, and what it takes for a platform’s data to be the answer they cite.
