Slide 01
Cover
Investor Pitch · Pre-Seed · Closing Q3 2026

The AI companion that helps
every rep meet and exceed their KPIs.

It watches every target, suggests the next move in seconds, runs the play, and credits the win. Then it does what no tool does today: it closes the loop — attributing every coaching move to the number it moved, from a rep's action to a manager's signal to a platform owner's proof.

Round
$400K Pre-Seed
Instrument
SAFE · $5M cap
Today
Pre-revenue · full prototype live
This round buys
MVP + first design partners → seed-ready

2026 · Confidential · $400K on a $5M post-money SAFE · ~16-month runway

Slide 02
01 · The Problem
The Middle 60% Is Where The Revenue Hides

People miss their numbers. Nobody catches it in time.

The top 10% don't need help. The bottom 30% get a manager's attention. The middle 60% — where most of your revenue lives — gets a quarterly review and a content library nobody opens. They fall behind on their KPIs mid-cycle, and by the time anyone notices, the quarter is already lost.

For the employee

  • 67% don't know where they stand on their KPIs mid-cycle
  • Coaching arrives weeks late, after the work is already done
  • No always-on guidance on the next move that closes the gap

For the manager & the org

  • 40% of the manager's week is stitching CRM, BI, and 1:1 notes by hand
  • No way to prove which coaching moved which number
  • Enablement spend can't be tied to outcomes — boards keep asking "did it actually work?" and nobody can answer with a number
Slide 03
02 · Our Solution
An AI Coach · Five Steps · Every Win Attributed

Five steps. All in seconds. All per person.

An AI coach that knows the work — and credits the person when it lands. The same five steps repeat for every employee, every day. Pick the voice that gets your team moving; the coach gets sharper with every move it suggests.

01

Watch

Every target tracked. Every gap detected the moment it opens.

02

Suggest

AI writes the next move in under 2 seconds, in your team's voice.

03

Execute

One click runs the play. Or the manager assigns it.

04

Credit

Every win attributed back to the move that caused it.

05

Learn

The coach you have at month 6 isn't the one you started with.

Slide 04
03 · Why Now
Three Structural Shifts

A category window only opens once.

AI hit the coaching bar

For the first time, an AI can coach with the nuance of a senior manager — at a cost per nudge that dropped 40× in two years. Personalized, always available, never tired.

Attainment in free-fall

Fewer than half of reps now hit quota — down sharply since 2021 (industry surveys). Boards demand measurable enablement ROI — not more dashboards. The middle 60% is where the lift hides.

Stack fatigue is real

The average revenue org runs 13 tools. Buyers are aggressively consolidating. KPIcons replaces 4–6 line items with one — and proves it pays for itself.

Slide 05
04 · Market Size
A $54B Addressable Market

Three converging categories. One platform.

TAM

Performance Enablement + AI Coaching + Revenue Intelligence · 2026

$54B
SAM

Mid-market orgs (50–1,500 employees) · NA + EU + LATAM

$11B
SOM

5-year obtainable share · 600 logos × $30K blended ACV

$18M

We start in the revenue org — the wedge where the ROI is provable and the buyer is clear. AI-native coaching is growing 38% CAGR, and enablement budgets are consolidating toward tools that can prove they paid for themselves.

Slide 06
05 · Product
A Complete Platform — Not A Feature

One platform. Three cockpits — one per role.

Each role gets the same loop, in the language of their job: the rep does the work, the manager coaches and sees the signal, the platform owner gets a signed, auditable trail of every motion. Customers land on a team — IC and Manager cockpits together — then expand across the org to the Platform cockpit, one shared loop graph underneath.

For the Rep · Pillar 1

Individual Cockpit

Where the work happens — and the core promise lives: meet and exceed your KPIs. Live targets, the AI coach with four voices, content surfaced the exact moment it's relevant — and a KPIQ report that explains the why behind every move, in the coach's own voice.

For the Manager · Pillar 2

Team Cockpit

Where the team gets coached on what only a human can do — and where the manager gets coached too. The heatmap shows who's drifting before they ask, and the live ledger proves which coaching move moved which number — banked in the KPImpact report, the board-ready ROI receipt.

For IT & Ops · Pillar 3

Platform Cockpit

Where compliance and integrations live. Signed audit trail of every motion. Native SSO. Single pane for every connector — IT becomes a stakeholder, not a gatekeeper.

Explainable. Every AI action ships with its KPIQ report — the reasoning, in plain language, in the rep's chosen coach voice. No black box.
Private. The rep gets coached; the manager sees only the aggregate. Coaching signal, never keystroke surveillance.
Auditable. Every motion leaves a signed, immutable receipt IT can verify. Trust is the architecture, not a checkbox.

All three cockpits are built and clickable today as a full working prototype — the AI coach and the closed-loop attribution ledger run end-to-end; training the model on live customer data is the core post-raise build. Pre-revenue. This round ships the production MVP.

Slide 07
06 · Why We Win
Four Reasons That Compound

Why we win.

01 · The Core · Pillar 1
Middle 60%where the lift hides

We coach the people everyone else ignores.

The top 10% don't need help. The bottom 30% get a manager. The middle 60% — where most revenue lives — has never had an always-on coach. Five points × six people beats fifteen points × one. The whole product starts from one promise: help every person meet and exceed their KPIs.

02 · Provable ROI
Every winattributed

Engagement → revenue, on one line.

The manager dashboard maps every coaching motion to the number it moved — a live ledger with a receipt for each play, packaged as the KPImpact report. No correlation hand-waving. This is the answer to the board question every enablement tool dodges: "did it actually work?"

03 · The Consolidation Play
4–6 toolsreplaced by one

We replace the stack, not add to it.

The average revenue org runs 13 tools and is aggressively consolidating. KPIcons folds the coaching tool, the enablement library, the scorecard, and the attribution layer into one line item — and proves it pays for itself. In a budget-cut cycle, "replaces 4–6 tools" wins the room.

04 · The Data Moat
Behavioralnot self-report

We see the signal nobody else has.

Because we sit where the work happens, every coaching move and its outcome becomes proprietary behavioral performance data — the closed loop nobody else holds. Each attributed win makes the model sharper. Salesforce and Gong record the activity but never close the loop; coaching tools never touch the number.

Slide 08
07 · Team
Built By The People Who Used To Be The Customer

Operators who lived the pain — and shipped the product.

Three founders with 15+ years selling enablement, marketing, and channel software to the exact enterprises KPIcons is built for. Founder-market fit isn't a talking point — we were the middle 60%, the manager stitching CRM exports by hand, the agency asked to prove the spend actually worked. Every product decision is graded against one question: would the version of us five years ago have paid for this?

Marco Monge, Co-Founder & CEO

Marco Monge

Co-Founder & CEO

CEO of CXGlobals (15+ 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 & CMO

Jake Eisbart

Co-Founder & CMO

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, Corporate VP and Board Advisor

Darren Yetzer

Corporate VP and Board Advisor

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.

Why three GTM operators could build this: the full working prototype in front of you was shipped founder-led and AI-assisted — no outsourced dev shop, no burned seed round. That's the capital efficiency this round scales: $400K funds two senior engineers to take it to production grade. Advisors from SAP · CXGlobals · Salesforce ecosystem · Forrester.
Slide 09
08 · Traction
Pre-Revenue · But Further Than Most Pre-Seeds

We didn't pitch a deck. We built the whole thing.

Most pre-seed teams raise on a wireframe and a thesis. Our proof point is execution velocity: a complete, clickable platform — all three cockpits, the AI coach with four voices, and the closed-loop attribution ledger — built and demoable today. The bet you're underwriting is the team that shipped this much, this fast, pre-funding.

3
role cockpits built & clickable today
Demo'd
closed-loop attribution ledger · live end-to-end, model training begins post-raise
Pre-rev
honest stage · this round changes that
1 wedge
every rep meets & exceeds their KPIs
‹N›
discovery conversations logged · ‹N› verbal design-partner commitments (founders' SAP & enterprise network)
$0 → MVP
this round ships production & lands first paid pilots
Expand
land with a team · expand across the org (manager → platform)

Fill the two ‹N› counts with real pipeline before this deck goes out — external validation is the one number an investor circles on this slide.

Slide 10
09 · Business Model & Competition
Per-Seat SaaS · Land With a Team · Expand to the Org

Land with one team. Expand across the org. Lock with the platform.

Two tiers, sold by role. A team lands on the IC and Manager cockpits together — a pilot that proves the ROI. The Enterprise tier then adds the platform owner's signed audit trail: data and trust too costly to rip out. Each expansion adds switching cost.

Enterprise
Custom · + IT

+ Platform cockpit, SLA, signed audit trail. Switching cost: prohibitive.

Land with a team pilot at $299/seat. Expand across the org once the ledger proves ROI. The Enterprise tier — data + audit trail — is what makes the account impossible to rip out.

How we compare — head-to-head

Capability KPIcons Gong / Salesforce
Revenue tools
Lattice / Culture Amp
People tools
BetterUp
Coaching
AI coach with multiple voices, on the work ✓ 4 personas ~ tips ~ human, scheduled
Every motion attributed to the number it moved ✓ live ledger
Closes the loop — coaching tied to the outcome ✓ proven
Every AI action explains itself, in plain language ✓ KPIQ report ~ human notes
Board-ready ROI proof, attributed ✓ KPImpact report
Replaces 4–6 point tools in one platform ✓ consolidates ~ revenue only ~ people only

The wedge: nobody else puts an always-on AI coach on the work and attributes every motion to the number it moved. That closed loop is the behavioral-data moat — and the reason the category is ours to define.

Slide 11
10 · Path to Seed-Ready
Close Pre-Seed Q3 2026 · MVP H1 2027 · Seed-ready mid-2027

What this $400K buys. Milestone by milestone.

A pre-seed isn't measured in ARR — it's measured in de-risking. This round takes us from "impressive prototype" to "validated product with paying design partners and a proven attribution lift" — the exact proof a seed investor underwrites. Every milestone below removes a specific reason to say no at seed.

Q3 2026
Build
Pre-seed close · hire 2 engineers (backend + ML) · prototype → production foundations · first design partners verbally committed
Q4 2026
MVP
Production MVP ships · IC + Manager cockpits live with one CRM integration · onboard first 3 paid design partners
Q1 2027
Validate
Platform cockpit live · second CRM integration · attribution ledger validated on real customer data · 5 paying design partners
Q2 2027
Seed-ready
Seed-readiness hit · 8–12 paying logos · ~$150–250K ARR · documented attribution lift · multi-seat expansion proven on ≥1 account
H2 2027
Seed raise
Raise ~$2–3M seed on real traction · scale GTM · SOC 2 · expand the multi-cockpit motion
Paying logos · seed-ready
8–12
ARR · seed-ready
$150–250K
Attribution lift
Documented
Runway
~16 mo
The seed test is simple and we've designed for it: does the loop work with real users, and can we prove the coaching moved the number? Hit that, and the seed round prices itself. Warm design-partner pipeline already sourced from the founders' SAP & enterprise network.
Slide 12
11 · Use of Funds
$400K · ~16-Month Runway · Line By Line

Where every dollar goes.

$400K · ~16-month runway · built to reach seed-ready, nothing more. Two-thirds funds the two senior engineers — hired in Costa Rica / LATAM, where the founders' network runs deep and senior comp goes roughly 2× further than the US — who turn the prototype into a real product. The rest lands the first paying design partners and keeps the lights on. No AE yet, no agency spend, no SOC 2 until there's revenue to justify it — every line is the leanest path to the milestones on Slide 11.

Line item Purpose Amount % of round
Team · 66% · $265K
Senior Engineer · Backend (1)Prototype → production, loop infra, first CRM integration · 16-mo, LATAM-based$135K34%
Senior Engineer · ML/AI (1)The coaching model + the closed-loop attribution engine · 16-mo, LATAM-based$130K33%
GTM & Design Partners · 16% · $65K
Design-partner landingPilot onboarding, founder-led sales, light content$40K10%
Outbound toolingEnrichment, sequencer, CRM for our own pipeline$25K6%
Infrastructure & AI · 12% · $50K
Cloud + AI inferenceAWS, Anthropic/OpenAI API, vector DB$38K10%
ToolingGitHub, Linear, Notion, Stripe$12K3%
Legal & Ops · 5% · $20K
Legal · incorporation, SAFE, contractsMSA + DPA templates, data-privacy baseline$20K5%
Total ~16-month runway · to seed-ready $400K 100%
Slide 13
12 · The Ask
We're Raising · Pre-Seed · Closing Q3 2026
$400K

on a $5M post-money SAFE — to ship the MVP, land our first paying design partners, and reach seed-ready by mid-2027.

Meet your KPIs.
Exceed them.
Prove every move.

We've already built the prototype the whole way through. This round turns it into a product. Join us in building the AI companion that helps every rep meet and exceed their KPIs — and proves it. Phase 1 ships that wedge; the same closed-loop engine expands across every team and role that runs on a number.

Request Diligence Room Explore the Prototype
sales@kpicons.com · +1 (206) 960-4240 · kpicons.com