The command center for the people who win complex deals.
Sales has Salesforce. Marketing has HubSpot. Presales, the engineers behind every six- and seven-figure B2B deal, has spreadsheets. PresalesIQ is the AI-native system of record built to end that, and it is already running in production.
The problem
The most influential team in revenue is flying blind.
Solutions engineers run the demos, prove the product works and earn the technical win. On big deals, nothing closes without them. Yet their work is scattered across a dozen tools, and their leaders find out about problems after the damage is done.
- Too late
- Leaders learn an engineer is burned out when they resign.
- Too late
- Leaders learn a deal is technically at risk when it slips.
- Too late
- Leaders learn about a capacity crunch when coverage is already gone.
Why now
Deals got harder. Teams got leaner. AI made it solvable.
Bigger, longer, more technical deals
Buying committees are more technical, and every deal needs proof before signature.
Global, specialized, constrained teams
Capacity and skills coverage are now real operational problems, managed by gut feel.
Revenue leaders demand predictability
Presales is the last revenue function still running on heroics instead of data.
AI can finally structure the mess
Transcripts, notes and calendars can now become structured presales data automatically.
How it works
Capture. Structure. Act. Learn.
Engineers stop logging. Leaders start seeing. PresalesIQ pulls in the raw signal, lets AI do the paperwork, and hands revenue leaders the truth in real time.
Capture
Engagements, calls, discovery and delivery signal flow in from the tools teams already use.
Structure
AI turns messy transcripts and notes into structured discovery, approved by the team.
Act
Deal risk, capacity constraints and execution gaps surface before they become problems.
Learn
Institutional memory builds up, so every deal makes the next one better.
Competitive landscape
$148M has chased this market. The category is still unclaimed.
Vivun raised $131M proving presales needs its own platform, then walked away from presales management. Its customers need a new home, the leader's seat is empty, and PresalesIQ is built to take it.
Vivun
$131M raisedWalked away from presales managementProvarity
$12M raisedDemo and POC focusedOpine
$5M seedRaised December 2025PresalesIQ
AI-nativeThe full system of record, live today| Existing tool | What it misses | PresalesIQ |
|---|---|---|
| CRM | Presales execution | Built for presales |
| Sales enablement | Live deal risk | Presales execution insight |
| Call recording AI | Cross-deal context | A system-level view |
Market
A $390M opening today. A $1B+ category tomorrow.
Presales is the last major revenue function without software of its own. Every B2B technology company that sells a product complex enough to need technical proof is a buyer. Select a segment to see the bottom-up math.
Seats across ~12,000 B2B technology companies.
252,000 seats at $1,548 per seat per year, starting with teams left without a platform after the category leader's exit.
Expanding to solution architects, post-sales engineering and value consulting.
Vision
We start with presales. We end as the intelligence layer for technical go-to-market.
Presales visibility TODAY
Real-time deal health and capacity forecasting for presales leaders.
Handoff intelligence
Everything learned in presales carries into implementation, so customers never re-explain their requirements.
Product and competitive signal
Presales hears every objection, feature gap and competitor mention. PresalesIQ routes it to product, tied to deal value.
AI coaching at scale
Execution insights drawn from patterns across the whole team's work make every engineer better.
Founder-market fit
"I spent 15 years waiting for this product to exist. Then I built it."
15+ years leading presales teams whose work influenced $100M+ in ARR. Casey built the same workarounds at every company because the tool did not exist, so he built the tool. His buyers are the presales leaders he has worked beside for a decade and a half, and they already take his calls.
Director, Solutions Consulting
Director, Global Solutions Consulting
Manager, Enterprise Solutions Engineering
VP, Sales & Solutions Engineering
Enterprise solutions architecture and security engineering
Product
One screen. Every deal. Zero guesswork.
Every engagement, every risk and every next step, with AI doing the paperwork. Take the tour and see what a presales leader sees for the first time.
Every call, captured
AI turns transcripts and calendars into structured discovery, approved by the team.
Every evaluation, engineered
AI-drafted demo plans and POC success criteria, built straight from discovery.
Every risk, surfaced early
Live capacity, skills coverage and deal risk across the whole team.
Every gap, priced in dollars
Product gaps tied to deal value and synced to Jira and the CRM.
Plugs into the revenue stack
No rip and replace. PresalesIQ connects to the systems presales already lives in.
Bring your own AI. Keep the margins.
Customers plug in their own AI provider, so their data stays under their own agreements and is never used for training. PresalesIQ carries no AI cost, which keeps gross margin near-total as usage grows.
ROI Calculator
Your best engineers are moonlighting as data entry clerks.
After every customer call, engineers rebuild what happened in the CRM, spreadsheets and Slack. Plug in any team and watch what that costs. The math sells itself.
Assumes 50 working weeks a year. PresalesIQ is priced at $1,548 per seat per year.
Annual cost of manual presales data
Hours recovered: 4,000 per year. Illustrative model based on the inputs above.
The Ask
Raising $1M to own the category.
The product is built and enterprise buyers are at the table. This round turns founder-led momentum into a repeatable revenue engine, with the security credentials enterprise buyers demand.
Use of funds
Every dollar points at revenue.
Go-to-market
- Founding AE and founding SDR
- Pipeline development and outbound
- Design partner conversion to paid
Product and security
- Founding software engineer
- SOC 2 Type II and an independent penetration test
- Integrations hardened to production standard
G&A
- Legal, accounting and insurance
- Operating runway for founder-led selling
Where we are
Built. Shipped. Already in enterprise conversations.
Integrated with Salesforce, HubSpot, Gong, Google Calendar and Jira. Approved in the Gong marketplace.
The prototype ran inside a live enterprise presales team before any commercial version existed.
A 25-seat presales team at a global enterprise communications company, with more enterprise and mid-market opportunities active.
Built solo on about $500 a month of infrastructure. Customers bring their own AI, for a projected 90%+ gross margin.
What this round buys
18 months to a seed-ready category leader.
First enterprise partners move to paid terms.
AE, SDR and engineer join; SOC 2 audit underway.
The compliance posture enterprise buyers require.
A repeatable sales motion, ready for a seed round.
Let's build the category together
Casey O'Brien
Founder & CEO, PresalesIQ