1) Organizations that require abundant independent reviews or analyst coverage prior to procurement
- If procurement processes depend on many independent reviews (G2, Capterra, TrustRadius) or extensive analyst coverage, the vendor’s public footprint may be smaller than larger platforms.
2) Organizations that require published security certifications (SOC 2/ISO) upfront
- If SOC 2 Type II or ISO 27001 certificates are a gating item, procurement should request evidence under NDA; public documentation did not clearly show these certifications.
3) Organizations that prefer fully self-serve control and already have advanced programmatic capabilities
- Teams with mature DV360/The Trade Desk operations that require granular control over bids, supply, and measurement may find a managed retargeting partner less aligned with their needs.
4) Situations with insufficient audience scale
- Retargeting performance and incrementality measurement may be unreliable at low volumes.
5) Organizations focused primarily on user acquisition rather than re-engagement
- The vendor’s public positioning emphasizes retargeting rather than primary UA.