Investor Pitch · Series A April 2026 · Confidential

Closing the loop
between KPI gaps and the
coaching that fixes them.

The first sales performance platform where every metric, every nudge, and every coaching action lives in one closed loop — powered by AI.

Round$8M Series A

StagePost-Revenue

ARR$1.4M · 3.2× NRR

Validated+34 pts · 4.8× ROI

KPIcons Closed-Loop Performance Enablement

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01

The ProblemWhy this matters now

$1.2 Trillion Wasted Annually on Sales Performance

Sales orgs are flying blind between seeing a gap and fixing it.

Reps live in dashboards. Managers live in spreadsheets. Coaching lives in 1:1 notebooks. Nothing connects.

For Reps

67% of reps don't know where they stand on quota mid-cycle
Coaching arrives 2–3 weeks late, after the deal is already lost
Generic enablement content with zero personalization

For Managers

40% of week spent stitching CRM, BI, LMS, and 1:1 notes
No way to measure if a coaching session moved the needle
Top reps churn before managers see the warning signs

KPIcons Closed-Loop Performance Enablement

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02

Our SolutionThe closed loop

One Platform · Four Stages · Zero Gaps

From KPI gap to coaching deployed — in under two seconds.

KPIcons fuses real-time scoreboards, an AI Coach with six personas, role-aware enablement, and cohort analytics — so the gap a manager sees at 9:00am is the coaching a rep receives at 9:00:02am.

1

SEE

Real-time KPI scoreboards by rep, team, cohort

2

NUDGE

AI Coach with 6 personas detects gaps & nudges in <2s

3

DEPLOY

Right content, right rep, right moment via Hub & Inbox

4

LIFT

Cohort analytics prove coaching → attainment lift

KPIcons Closed-Loop Performance Enablement

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03

Why NowThe window is open

Three Structural Shifts Make This The Moment

A category window only opens once.

🤖

LLMs Hit the Quality Bar

GPT-4-class models now deliver coaching nuance that used to require a senior manager. Cost per nudge dropped 40× in 24 months.

📉

Productivity in Free-Fall

Quota attainment dropped from 63% (2021) to 43% (2025). Boards demand measurable enablement ROI — not more dashboards.

🧩

Stack Fatigue Is Real

Avg sales org runs 13 tools. CROs are aggressively consolidating. Closed-loop replaces 4–6 line items with one.

KPIcons Closed-Loop Performance Enablement

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04

Market SizeTAM · SAM · SOM

A $54B Addressable Market

Three converging categories. One platform.

TAM

Sales Enablement + Performance Mgmt + Revenue IntelligenceCombined global category, 2026

$54B

SAM

Mid-market & Enterprise teams (50–5,000 reps) in NA + EUCompanies actively buying enablement tooling

$12.4B

SOM

5-year obtainable share at our growth trajectory2,400 logos × $58K ACV

$140M

Category growing 14.6% CAGR · AI-native enablement growing 38% CAGR

KPIcons Closed-Loop Performance Enablement

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05

ProductBuilt · Shipping · Loved

A Complete Platform — Not A Feature

📊

Real-Time Scoreboard

Live KPIs, cohort comps, gamification

🧠

AI Coach · 6 Personas

Hype Man, Mentor, Tactician, Data Nerd, Straight Shooter, Zen Master

🎯

Manager Cockpit

Heatmaps, queues, assignments, ROI

📚

Enablement Hub

Role-aware content, BANT-driven deploy

📈

Cohort Analytics

Coaching → attainment lift, proven

🔌

5 OAuth Connectors

Salesforce, HubSpot, Gmail, Slack, Jira

KPIcons Closed-Loop Performance Enablement

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06

Traction & ProofValidated with real customers

The Metrics That Matter — Already Moving

Design partners prove the loop moves the needle.

+34pts

Avg quota attainment lift on cohorts using closed-loop coaching

4.8×

Content ROI vs. legacy sales enablement platforms

<2s

Median time from KPI gap detection to coach nudge

94%

Logo retention · 12-month design-partner cohort

$1.4M

ARR · 7 design partners

$58K

Avg ACV · trending up

3.2×

Net revenue retention (NRR)

KPIcons Closed-Loop Performance Enablement

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07

Business ModelPay for the loop, not the logins

Three-Tier SaaS · Land With Reps, Expand To Managers

A wedge built for land-and-expand.

Starter

Free · 30-day trial

For solo reps. 3 KPIs, 1 persona, 1 integration. Zero-friction land.

Team

$49.90 /user/mo

All 6 personas, AI Inbox, Hub, Achievements, 5 connectors, GDPR. Our wedge.

Enterprise

Custom · ~$58K ACV

+ Manager Cockpit, Cohort Analytics, KPI Studio, SSO/SAML/SCIM, unlimited integrations.

68% of design partners upgraded Team → Enterprise within 6 months.

KPIcons Closed-Loop Performance Enablement

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08

CompetitionWhy we win

Everyone Else Does One Stage. We Do All Four.

Capability	KPIcons	Salesloft / Outreach	Gong / Chorus	Highspot / Seismic	Mindtickle / Lessonly
Real-time KPI Scoreboard	✓	~	—	—	—
AI Coach w/ Multiple Personas	✓ 6 personas	—	~ 1	—	—
Closed-Loop Coaching → Lift	✓	—	—	—	—
Role-Aware Enablement Hub	✓	—	—	✓	✓
Cohort Lift Analytics	✓	—	~	—	—
Manager Cockpit	✓	~	✓	—	—

KPIcons Closed-Loop Performance Enablement

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09

Go-to-MarketLand with reps · Expand to CROs

A Three-Motion Engine, Sequenced For Capital Efficiency

PLG → Inside Sales → Enterprise. Compounding.

🚀

Motion 1 · Product-Led

Free Starter tier captures individual reps. Viral coefficient 1.4 in beta. CAC: $0.

💼

Motion 2 · Team Sales

Inside sales converts PLG signal to Team plan. CAC: $3.2K. Payback: 6 months.

🏢

Motion 3 · Enterprise

Field reps pursue CRO/VP Enablement deals. ACV $58K → $180K. Payback: 14 months.

KPIcons Closed-Loop Performance Enablement

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10

TeamOperators who lived the pain

Built By The People Who Used To Be The Customer

Marco Monge

Co-Founder & Chief Executive Officer

CEO of CXGlobals (10+ yrs), B2B tech demand-gen agency behind campaigns for the world's largest enterprise software brands. 15+ yrs scaling digital marketing, channel programs, and partner ecosystems across NA & LATAM. San José, Costa Rica.

Jake Eisbart

Co-Founder & Chief Marketing Officer

Channel Engagement Manager at SAP, leading partner enablement across the SAP ecosystem. Co-author of "You Buyin' This?" — a modern playbook on enterprise sales. Previously Nimbl, marketing & SAP talent.

Darren Yetzer

Co-Founder & Chief Strategy Officer

Former EVP at CXGlobals; senior leadership stints at Microsoft, Algolia, and Alfresco. Channel, P&L, and demand-gen veteran with deep enterprise GTM playbook. Greater Seattle.

Advisors from SAP · CXGlobals · Salesforce ecosystem · Forrester

KPIcons Closed-Loop Performance Enablement

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11

Financial ProjectionsPath to $50M ARR

Capital-Efficient Growth · 35× In Five Years

$1.4M2026

$4.8M2027

$12M2028

$26M2029

$50M2030

120%

Net revenue retention (Y3)

68%

Gross margin (Y5)

14mo

CAC payback

3.8×

LTV / CAC

KPIcons Closed-Loop Performance Enablement

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12

The AskSeries A · Lead sought

We're Raising

$8M

to scale GTM, deepen the AI Coach moat, and reach $12M ARR by end of 2028.

45%

Go-to-Market

Inside sales, field AEs, marketing engine

30%

Product & AI

Coach personas, KPI Studio, Cohort Lift v2

15%

Customer Success

Implementation, expansion, advocacy

10%

Operating Reserve

24-month runway buffer

KPIcons Closed-Loop Performance Enablement

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● The Vision

Every rep coached.
Every gap closed.
Every quarter.

Join us in building the operating system for sales performance.

Request Diligence Room → Explore the Platform

sales@kpicons.com · +1 (206) 960-4240 · kpicons.com

Closing the loopbetween KPI gaps and thecoaching that fixes them.

Sales orgs are flying blind between seeing a gap and fixing it.

For Reps

For Managers

From KPI gap to coaching deployed — in under two seconds.

SEE

NUDGE

DEPLOY

LIFT

A category window only opens once.

LLMs Hit the Quality Bar

Productivity in Free-Fall

Stack Fatigue Is Real

Three converging categories. One platform.

Real-Time Scoreboard

AI Coach · 6 Personas

Manager Cockpit

Enablement Hub

Cohort Analytics

5 OAuth Connectors

Design partners prove the loop moves the needle.

A wedge built for land-and-expand.

Starter

Team

Enterprise

PLG → Inside Sales → Enterprise. Compounding.

Motion 1 · Product-Led

Motion 2 · Team Sales

Motion 3 · Enterprise

Marco Monge

Jake Eisbart

Darren Yetzer

Go-to-Market

Product & AI

Customer Success

Operating Reserve

Every rep coached.Every gap closed.Every quarter.

Closing the loop
between KPI gaps and the
coaching that fixes them.

Every rep coached.
Every gap closed.
Every quarter.