Investor Overview · March 2026 · Confidential

The First AI Sales OS
Built for SMBs.

QualifyOS replaces every disconnected sales tool with one AI-powered platform. Real-time coaching during live calls. Built-in CRM. One flat price. The category no one else is building.

Sign InPull a ListCold CallAI Coaches LiveCloseOnboardRepeat
The Problem

Sales Is Broken — and Getting Worse

0%
Quota Attainment

Only 1 in 4 B2B sales reps hits quota today — down from 53% in 2012. The crisis has been building for over a decade.

SPOTIO / Bridge Group, 2025
0mo
Rep Ramp Time (+32%)

Nearly six months of salary before a new hire closes their first deal. Up 32% in four years. Dead weight that compounds.

Bridge Group, 2025
0
Tools Per SDR

The average SMB rep runs 8+ disconnected tools at $187–$400/seat/month. Context-switching kills 40% of productivity.

MarketBetter / UC Irvine, 2025
0%
Annual Sales Turnover

Three times the all-industry average. A bad sales hire costs $1M+ including lost revenue. Teams rebuild every three years.

Map My Customers / SBI, 2025

The root cause is tool sprawl compounded by a coaching desert. 73% of sales managers spend less than 5% of their time coaching. Without follow-up, reps lose 80–90% of training content within a month. Companies spend $1,459/rep/year on training that largely evaporates. The problem is structural. The solution is a platform.

The Solution

The Sales Operating System

Step 01
Sign In & Pull a List

Google Maps prospecting built in. Pull targeted leads by industry, location, and size. No Salesforce. No ZoomInfo. No integrations.

Step 02
Cold Call with Power Dialer

Built-in power dialer. Auto-logging. Call recording. Every interaction captured in the CRM automatically. Zero manual data entry.

Step 03
AI Coaches Live — During the Call

Real-time AI coaching during live calls. Objection handling. Talk tracks. Sentiment analysis. Your best rep's playbook, on every call.

Step 04
Close & Send Proposals

AI-generated proposals. E-signature. Pipeline management. Forecasting. Everything in one view — no tab-switching, no data loss.

Step 05
Onboard & Repeat

Client onboarding portal. Stripe billing. White-label for agencies. The full revenue cycle, closed-loop, in one platform.

Core Capability
Real-Time AI Coaching During Live Calls

AI listens to every call and surfaces objection responses, talk tracks, and next steps in real time. Not post-call analysis — coaching when it matters, during the conversation.

Core Capability
Built-In CRM with Auto-Logging

Full CRM with pipeline management, contact history, and deal tracking. Every call, email, and interaction logged automatically. 49–63% of CRM projects fail — ours gets used because it's built into the workflow.

Core Capability
Google Maps Prospecting Engine

Pull targeted prospect lists directly from Google Maps by industry, location, and business size. Prospecting and calling in the same platform, in the same session.

Core Capability
Power Hour & Group Coaching

Structured Power Hour sessions for team selling sprints. Group coaching with live AI feedback. Leaderboards. The social dynamics that drive performance — built in.

Core Capability
Proposals, Stripe Billing & Onboarding

AI-generated proposals with e-signature. Stripe billing integration. Client onboarding portal. The full revenue cycle from first call to recurring revenue — closed loop.

Core Capability
White-Label for Agencies

Full white-label capability for agencies. Deploy QualifyOS under your own brand to your entire client base. GoHighLevel's agency model — with AI coaching on top.

Market Opportunity

A Market Built for This Moment

$100B+
Total Addressable Market

The combined sales technology ecosystem — CRM, enablement, AI coaching, revenue intelligence, conversation intelligence — represents a $100–130B market in 2025, growing to $200B+ by 2030.

$15–20B
SMB Sales Tech SAM

The SMB-specific opportunity, anchored by the SMB CRM market at $10.85–14.5B growing at 16.2% CAGR — faster than the overall CRM market. The fastest-growing segment. The most underserved.

85%
Sales Leaders Consolidating

85% of sales leaders plan to consolidate their tech stacks in the next two years. Gartner created a new category for this in 2025: 'Revenue Action Orchestration.' The demand is real and immediate.

"

Software is not at all about the code or about the technology. Software is about your domain knowledge. Most software companies know a specific vertical, a specific process, a specific function so well that there are three to five companies in the world that know it. That is the franchise.

Orlando Bravo · Managing Partner, Thoma Bravo · $183B AUM

The Clari-Salesloft merger (December 2025) and Gong's repositioning as a "Revenue AI Operating System" (February 2026) confirm the direction. Every major player is racing toward integration — but all at enterprise price points that leave the $15–20B SMB market entirely unserved. QualifyOS is what 85% of sales leaders are looking for.

Competitive Landscape

Nobody Is Here. We Are.

QUALIFYOS
ALONE IN THIS QUADRANT
Full Platform
Point Solution
SMB Affordable
Enterprise Priced
QualifyOS
Gong
Salesloft+Clari
Outreach
GoHighLevel
Cluely
Yurp.ai

The enterprise players — Gong, Salesloft, Outreach — are too expensive and not CRMs. Gong costs $1,600/user/year with a $5,000 platform fee. Minimum practical spend: $20K+/year. Built for Salesforce customers, not SMBs.

The CRM players — GoHighLevel, HubSpot — have no AI coaching. GoHighLevel proved the integrated-SMB-platform model with 1,176% three-year growth and 2M+ businesses. Zero AI coaching capability. Zero conversation intelligence.

The AI coaching startups — Cluely, Yurp.ai — are standalone overlays with no CRM. Cluely raised $20.3M from a16z for a desktop overlay with no pipeline management. Yurp.ai has no CRM integration. Neither is a platform.

QualifyOS is the only full platform at SMB-affordable pricing with real-time AI coaching built in. No competitor fills this gap today.

PlatformFull CRMReal-Time AI CoachingSMB Pricing (<$100/user/mo)Integrated PlatformValuation / ARR
QualifyOSPre-revenue / Category-defining
Gong~$7.25B val / $300M+ ARR
Salesloft + Clari~$450M combined ARR
Outreach$4.4B val / $300M ARR
GoHighLevel~1,176% 3-yr growth / 2M+ biz
Cluely~$20.3M raised (a16z)
Business Model

The Economics Are Obvious

Starter
$89/mo
Solo rep or small team

Full CRM, AI coaching, prospecting, power dialer. Everything needed to go from zero to revenue.

vs. $300–$400/mo equivalent stack
MOST POPULAR
Professional
$197/mo
Growing sales team

Team coaching, advanced analytics, proposal generation, Stripe billing, priority support. The full operating system.

vs. $500–$700/mo equivalent stack
Agency / White-Label
$449/mo
Agencies & resellers

Full white-label. Unlimited client seats. Agency dashboard. Custom branding. The GoHighLevel model — with AI coaching built in.

vs. $1,000–$2,000+/mo equivalent stack
82%+
Target Gross Margin
70%+
Target Net Margin
5:1
LTV:CAC Target
$60M+
ARR Target — Year 2
The Team

Domain Experts Who've Sold at Every Level

D
Dan
Founder & CEO

Deep domain expertise in SMB sales operations — built and scaled sales teams from the ground up across multiple industries. QualifyOS was built to solve the exact problems Dan lived as a sales operator. This is not a technology solution looking for a problem. It is a domain expert's answer to a crisis he experienced firsthand. Orlando Bravo has said: 'Software is not about the code. Software is about your domain knowledge.' Dan embodies this thesis.

R
Richard Avileli
Co-Founder & CTO

Product architecture and technical execution. Former operator who has built systems that scale. Co-architect of the QualifyOS platform — responsible for the AI coaching engine, CRM infrastructure, and the integration layer that makes the entire operating system work as one. Richard brings the technical depth to execute on a product vision that requires real-time AI, telephony, CRM, and billing to work seamlessly together.

Early Traction
1,000s
Beta Signups (Organic)
Zero paid acquisition
400K+
Projected Month-1 Users
Based on demand signals
$60M+
ARR Target — Year 2
GoHighLevel-adjusted trajectory
82%+
Target Gross Margin
SaaS software-only benchmark

Join Us Before the Market Consolidates.

We are building the category-defining platform in a $15–20B market with no incumbent. Early partners capture the entire SMB sales OS category before it consolidates. Request the full pitch deck and executive summary.

Or email directly: [email protected]
Phase 01
SMB Direct

Land individual reps and small teams. Low CAC, high intent.

Phase 02
Agency White-Label

Each agency partner multiplies user base. GoHighLevel model + AI.

Phase 03
Enterprise Upmarket

Move upmarket with proven unit economics. Land-and-expand.

Phase 04
Category Leader

Consolidation target or consolidator. $60M+ ARR, 80%+ margins.