Purpose: Single source of truth for this partnership. Mirrors the partner tracker fields and adds context for GTM and agents.
1. Partner Identification
Field
Value
PARTNER NAME
OpenBB
PRIORITY THIS WEEK
Calibration – stand up internal install + define 90D pilot GTM plan
PARTNER TYPE
Platform (Snowflake-native BI / app workspace)
PARTNER ARCHETYPE
Capability Completer / Deal Accelerator
SLACK CHANNEL
Planned – create shared Slack channel (openbb-x-brainforge) and add Ihsan + Brainforge GTM lead
ORIGIN STORY
Intro via Didier at OpenBB (through mutual friend Stan Yakov) → Robert connected to Ihsan (leads Snowflake GTM) to explore a Snowflake-first, data-engineering–led partnership.
2. Partner Action Planning
Field
Value
FIRST ACTION DATE
2026-02-26 (first OpenBB x Brainforge partnership call – Robert + Ihsan)
LAST ACTION DATE
2026-02-26 (strategy / partnership design call)
LAST ACTION NOTES
Discovery/strategy call with Ihsan (OpenBB Snowflake lead). Aligned on Snowflake-first GTM, data-engineering gap at many OpenBB prospects, and complementary roles: OpenBB as Snowflake-native app/BI workspace; Brainforge as data engineering / Snowflake expert + system integrator. Agreed in principle on free, time-limited OpenBB install for Brainforge, shared Slack channel, mutual referrals, and initial focus on financial services (banks, credit unions, wealth/asset managers). Named examples: First National Bank of Omaha, Blackstone.
NEXT ACTION NOTES
1) Share Brainforge Snowflake account identifier with Ihsan so he can create a $0 private offer with unlimited seats and a time limit. 2) Have Uttam (Snowflake expert) own the OpenBB install in Brainforge’s Snowflake account and run through the README / admin commands. 3) Create shared Slack channel (openbb-x-brainforge) and invite Ihsan + Brainforge GTM lead to coordinate enablement and GTM. 4) Identify 3–5 pilot FI accounts (e.g., FNB Omaha, regional credit unions, wealth managers) where Snowflake commitment is strong and legacy BI is not a blocker; design OpenBB-powered demo apps for those accounts. 5) Define referral mechanics (including optional referral fees) once there is active pipeline on both sides.
BLOCKERS
OpenBB’s Snowflake motion is new (limited existing referrals today); Brainforge needs to carve time for internal install and app-building. Several target accounts do not yet have mature Snowflake data engineering, which is both the core joint value prop and a timing risk.
3. Partner Qualification
Field
Value
ICP MATCH
Yes – strong fit with Snowflake-first financial services ICP (banks, credit unions, wealth/asset managers).
ACCOUNTS NAMED
First National Bank of Omaha, Blackstone, regional credit unions and wealth management firms in TX/Southwest/Southeast (broader target list in progress).
INTRO MECHANISM
Warm intro via Didier at OpenBB (through mutual friend Stan Yakov), plus shared Snowflake ecosystem and mutual clients asking for better Snowflake-native analytics.
ECONOMICS
OpenBB moving to transparent per-seat pricing for small teams; $0 time-limited private offer for Brainforge (unlimited seats) with no per-seat charges on enterprise deals. Referral-fee structure to be defined once joint motions are active.
4. 90-Day Activation Plan
Field
Value
90D GOAL
Have OpenBB deployed in Brainforge’s Snowflake account, build 2–3 exemplar FI apps/dashboards on Snowflake (using Cortex/semantic views where possible), and create 1–2 qualified joint opportunities in pipeline by 2026-05-31.
90D START DATE
2026-03-05
90D STATUS
Not Started
Summary:
Over the next 90 days, get hands-on with OpenBB inside Brainforge’s own Snowflake account, build a small portfolio of compelling finance-focused demo apps, and co-develop 1–2 real joint opportunities (e.g., FNB Omaha–type banks or similar credit unions/wealth managers) that validate the Snowflake + OpenBB + Brainforge story end-to-end.
5. Relationship Context
Field
Value
KEY CONTACT NAME
Ihsan Saracgil
KEY CONTACT ROLE
Leads Snowflake marketplace product & GTM / de facto VP Partnerships (ex–Chief Data Scientist, Visible Alpha)
ORIGIN STORY
Robert met Didier via mutual friend Stan Yakov (NYC); Didier then connected Robert to Ihsan as the owner of OpenBB’s Snowflake marketplace motion and service-provider partnerships.
RELATIONSHIP NOTES
Early but strong alignment on Snowflake-first strategy and “no custom semantic layer” philosophy. Ihsan runs both product and GTM in a ~12-person, engineering-heavy org and is eager to invest in service-provider partnerships (data engineering firms) to unblock OpenBB adoption where clients lack Snowflake data engineering.
6. Rep Engagement Summary
Field
Value
REPS BRINGING DEALS
0 (partnership still in calibration / enablement phase)
Clarify ICP overlap (Snowflake-first financial institutions), understand OpenBB product + Snowflake roadmap, confirm data-engineering gap hypothesis. Status: Completed on 2026-02-26 call (see transcript knowledge/clients/unassigned/transcripts/2026-02-26_openbb_x_robert_tseng_partnership_discus_923cbe3b.md).
PHASE 2: Meeting Booked
Kickoff/strategy call with Ihsan completed; agreed on free time-limited OpenBB install for Brainforge, shared Slack channel, and focus on FI GTM co-motion.
PHASE 2.5: Proposal Sent
TBD – define joint offer structure (implementation + OpenBB licenses + optional referral fees) once pilot accounts and patterns are clear.
PHASE 3: Contract Signed
TBD – no formal partner contract yet; operating via mutual referrals and private offer.
PHASE 4: Post Closed-Won Start
TBD – target 1–2 joint Snowflake + OpenBB + Brainforge customers in the next 90 days.
HUBSPOT LINK
TBD – create HubSpot partner record for OpenBB and paste link here.
PARTNER NOTION HUB
TBD – if a separate Notion hub is created; otherwise rely on Vault control center + transcripts.
PROPOSAL FILE
None yet.
CONTRACT FILE
None yet.
PARTNER DRIVE
TBD – decide shared folder structure for partner assets.
9. Materials & Assets Overview
Rep Enablement
Asset
Type
Status
Link
OpenBB x Brainforge partnership brief
One-pager / internal enablement
TBD – create after first round of internal OpenBB usage and demo apps
This control center + knowledge/clients/unassigned/transcripts/2026-02-26_openbb_x_robert_tseng_partnership_discus_923cbe3b.md
Partner-Facing
Asset
Type
Status
Link
OpenBB x Brainforge Snowflake data + app partnership
Partner deck / solution brief
TBD – draft once pilot accounts and pricing patterns are clearer
TBD
Internal
Asset
Type
Status
Link
OpenBB Snowflake install + app recipes
Playbook / notes
TBD – document once we have 2–3 exemplar apps built
TBD
Customer-Facing / Co-Marketing
Asset
Type
Status
Link
FI case study (Snowflake + OpenBB + Brainforge)
Case study / solution brief
TBD – after first joint customer win
TBD
10. Active Motions & Pipeline
Motion 1: Internal enablement – Install OpenBB in Brainforge’s Snowflake account and build 2–3 exemplar FI apps. Owner: Uttam (with support from Robert + Ihsan as needed). Stage: Planning – awaiting account identifier shared + private offer configured; then install + app-building sprint.
Motion 2: External pilots – Identify and pursue 3–5 pilot FI accounts (e.g., FNB Omaha, regional credit unions/wealth managers in TX/SW/SE) for a joint Snowflake + OpenBB + Brainforge motion. Owner: Robert + Brainforge GTM lead (with Ihsan looped in on key opportunities). Stage: Prospecting / account selection.
11. Partner Scoring & Tier Recommendation
Note: This section is where scoring logic will evolve. Fill in qualitatively for now; later it can be numeric and automated.
Subscores (0–5)
Dimension
Notes
Score (0–5)
Qualification
Strong ICP fit in Snowflake-first financial services; OpenBB product is highly complementary to Brainforge’s data engineering and Snowflake expertise, with clear economics story emerging.
4
Engagement
Direct access to Snowflake GTM owner (Ihsan); one deep strategy call completed, responsive and motivated to partner, Slack channel + free install agreed.
3
Velocity
New partnership but moved quickly from intro to concrete enablement plan; execution on install/pilots still pending.
3
Outcomes
No joint deals yet; named opportunities (FNB Omaha, Blackstone) and clear hypothesis on mutual referrals, but no revenue or case studies so far.
1
Overall
Total Score (provisional): 11 / 20
Current Tier (Tracker): Calibration
Recommendation: Maintain Calibration; prioritize internal enablement + 1–2 pilot wins before considering promotion to Silver/Gold tier.
12. Notes & Open Questions
Emphasis on staying inside Snowflake (no proprietary semantic layer) is strongly aligned with Brainforge’s strategy; OpenBB will lean on Cortex Analyst, semantic views, and Snowflake Intelligence so everything Brainforge builds is immediately usable in OpenBB apps/widgets.
OpenBB Copilot currently uses OpenAI via Snowflake’s Gateway; upcoming releases will integrate Snowflake tools more natively, increasing the value of Brainforge’s Snowflake data modeling and agent work.
Initial scope should stay focused on fintech (banks, credit unions, wealth/asset managers) even though OpenBB can go broader later.
Need a clear, repeatable data-sharing pattern for when OpenBB helps build apps on top of Brainforge demo or client-like data (likely via Brainforge’s own Snowflake account, not direct access to client accounts).
Open questions: 1) Exact referral-fee structure and when to trigger it. 2) How to position OpenBB vs existing BI tools (Sigma, Omni, Power BI) in partner-aligned messaging. 3) What “good” looks like for a joint FI pilot (usage, seats, revenue) to justify moving OpenBB up to a higher partner tier.
Formalization (30–60 day): OpenBB asked how we formalize and whether we post on our website. Options and suggested reply in engagement/formalization-options-30-60-day.md.