Andreessen Horowitz says AI will eat software. They're half right.
Committed to the Hard Things
A Commitment To The People Who Trust Us With Their Business
Adaly sits underneath the systems that run our customers' companies. That is not a casual position. The data we touch is the data their boards report on, their regulators audit, their employees rely on, and their customers ultimately experience. There is no version of this work where the stakes are abstract.
So before we talk about anything else, we want to be clear about who we are and how we operate. Not the marketing version. The version we hold ourselves to internally, every day, when our customers are not watching.
We measure twice. We cut once.
There is a faster way to build almost everything we have built, and we did not take it.
When we started Adaly, the temptation was to do what every other company in the category did. Ship surface-level connectors that look complete in a demo. Skip the parts of the system that are hard to integrate. Patch the gaps later. Get to revenue faster. Worry about the depth when the customers complain.
We refused. Every connector we ship is built to reach the full depth of the system it integrates with. Every record. Every field. Every relationship. Every write capability the source allows. We did not skip the hard endpoints. We did not stub the rare cases. We did not move on to the next system until the one in front of us was actually finished.
This is slower. It cost us months. In some cases it cost us years. The investors who watched us do this asked, more than once, whether we were sure. We were sure.
Because the thing about cutting once is that when you cut wrong, the customer is the one who bleeds. They are the ones who discover at quarter end that the report is wrong because the connector did not actually retrieve what it claimed to retrieve. They are the ones who get the call from the regulator. They are the ones who have to explain to their CEO why the AI agent made a confident decision on incomplete data.
We measure twice so our customers do not have to.
We take calculated risk on our business. Never on theirs.
Adaly is a startup. Startups take risks. That is the deal we made with ourselves and with the people who funded us. We bet on architecture choices that the market had not yet validated. We bet on a product strategy that required us to do harder work than our competitors. We bet on a timeline that demanded discipline most companies at our stage do not maintain.
Those bets are ours. They are not our customers'.
When a customer signs with Adaly, they are not signing onto our experiment. They are signing onto infrastructure that is supposed to run their business. The risks we take to build this company never get pushed downstream onto the people who depend on us. We do not ship features that are not ready and call them beta. We do not promise capabilities that are still in design. We do not put customer data in the path of any decision that has not been fully thought through.
This shows up in the small choices. We do not train on our customers' underlying data. Not for our own models, not for anyone else's, not under any circumstance. The data stays where it lives, governed by the systems that already produce it, and our infrastructure reaches it in place. The architectural commitment is not a feature. It is a line we drew before we wrote our first line of code, and we will not cross it for any reason.
If something in our roadmap requires us to take on more risk to deliver, we absorb that risk. We staff for it. We engineer around it. We over-invest in the parts of the system that have to be right. We do not pass the cost of our ambition onto the people who hired us to be reliable.
We do the hard things because the hard things are the only things worth doing.
Most of the data infrastructure category was built by people who took the easy path at every fork. Copy the data instead of federating it. Wrap the surface of the API instead of integrating to the depth. Build a permission model on top instead of inheriting the one already in place. Promise the customer that the gaps will be fine.
The gaps are never fine. The gaps are where the customer eventually gets hurt.
We chose the harder path on every one of those decisions. We federate because copying creates risk our customers should not have to carry. We integrate to depth because surface stubs fail at exactly the moment depth matters most. We honor existing permissions because inventing our own would mean asking our customers to trust us with governance their security teams already solved. We do the work that compounds rather than the work that demos.
The hard things are also the things that last. Surface-level work erodes the moment a real workload hits it. Depth holds. The connector we built the right way three years ago is still the connector that powers our customers today, and it will still be the connector that powers them three years from now. The work compounds. The trust compounds with it.
That is the bet underneath everything Adaly is built on. The bet that depth is the only thing that lasts, the bet that doing the hard work is the only honest path, and the bet that the customers who hire us are better served by a company that took years to get the architecture right than by one that took weeks to get a demo working.
What we owe you.
You will not always agree with the choices we make. We will say no to features that would be easier to say yes to. We will move slower than our competitors on the things our competitors are willing to cut corners on. We will spend our engineering capacity on the substrate when other companies would spend it on surface polish.
What you will always get from us is a straight answer about why we made each decision. The reasoning is yours to inspect. If we ever take a position you disagree with, the conversation is open. We are not building this company to be the company that won an argument. We are building it to be the company you can rely on for decades.
Adaly is a fabric that runs underneath your business. We treat that responsibility the way it deserves to be treated.
We measure twice. We cut once. We take the risk on ourselves and never on you. We do the hard things because the hard things are the only ones worth doing.
That is the commitment. It is the same on the days you are watching and the days you are not.
Kyle Csik & Sasha Grujicic
Co-Founders, Adaly