I'd imagine the audiences are quite different in their needs. We focus on the real estate of data centers and I think see multiple angles.
We have sales people and analysts that just need to make a basic map, call out some data points, and make it look good. Feels like Felt is a great tool for that.
We have larger needs where we need to do more complex analysis and visualize the relationships of larger data sets geographically - that's what we're looking to ArcGIS for.
It's been a bit of a search to find an affordable tool for the first use case and am glad to see someone in the space doing it.
$20m is also not that much, mapbox raised 10x that amount and still struggles to find customers.