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

The AI companion that helps
every employee crush their KPIs —
then grows their whole career.

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 grows the person — from individual contributor to manager to the C-suite — and tells leadership who's about to walk — weeks before a quarterly engagement survey would.

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, then quietly leave. Nobody sees it coming.

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, their growth stalls, and the first time leadership notices is the resignation email.

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 line of sight on how today's work becomes tomorrow's promotion

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
  • Engagement surveys flag attrition months too late — and replacing a mid-level employee costs 50–200% of their salary in lost productivity, recruiting, and ramp
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 $72B Addressable Market

Four converging categories. One platform.

TAM

Performance Enablement + AI Coaching + Revenue Intelligence + People Analytics / Talent · 2026

$72B
SAM

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

$11B
SOM

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

$18M

Adding the People-OS layer (talent, retention, succession) is what lifts the TAM from $54B to $72B — and turns a single sales-tools buyer into a multi-buyer sale: RevOps + the CHRO. AI-native coaching growing 38% CAGR · people-analytics growing 15% CAGR.

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

One platform. Four cockpits — one per role.

Each role gets the same loop, in the language of their job. The platform grows with the person: an IC becomes a manager becomes an executive — and KPIcons coaches them at every rung. Customers expand cockpit by cockpit, and the highest-value seat is the one that owns the budget: the CHRO.

For the Employee · 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 moment it's relevant. Plus a career path that shows how today's number becomes tomorrow's promotion.

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. Heatmap shows who's drifting before they ask; the manager's own AI companion grows them toward director.

For the CHRO · Pillar 3

People-OS Cockpit

The category-maker. Talent health, bench depth, equity lens, and a behavioral retention engine designed to flag who's likely to resign weeks before a survey would — then auto-drafts the board brief. This is the seat that turns a sales tool into a people OS.

For IT & Ops

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.

All four cockpits are built and clickable today as a full working prototype — the retention engine and board brief are simulated 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. No correlation hand-waving. This is the answer to the board question every enablement tool dodges: "did it actually work?"

03 · The Career Graph
IC → C-suiteone platform

We grow with the person, not the seat.

Most tools graduate the user out when they get promoted. KPIcons levels up with them — IC, manager, executive — each with their own coach and career path. After 90 days the user's career-attribution graph is theirs; leaving us means leaving their own track record behind.

04 · The Data Moat
Behavioralnot survey

We see the signal nobody else has.

Because we sit where the work happens, we hold behavioral career data — not quarterly survey lag. That's what will let us predict a resignation weeks early and auto-write the board brief. Lattice and Culture Amp can't follow without rebuilding their data model; Salesforce and Gong don't touch the people layer at all.

Slide 08
07 · 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 four cockpits, the AI coach, the career paths, the retention engine, the auto-drafted board brief — built and demoable today. The bet you're underwriting is the team that shipped this much, this fast, pre-funding.

4
role cockpits built & clickable today
Demo'd
retention engine + board brief · clickable end-to-end, model training begins post-raise
Pre-rev
honest stage · this round changes that
3 pillars
KPIs · careers · the People OS
Warm
design-partner pipeline from founders' SAP & enterprise network
$0 → MVP
this round ships production & lands first paid pilots
Multi-buyer
RevOps signs the wedge · the CHRO signs the expansion
Slide 09
08 · Business Model & Competition
Per-Seat SaaS · Land Small · Expand Three Times

Land with the employee. Expand to the manager. Lock with the CHRO.

Tiered by role. Customers pay only for the cockpits they staff. Each expansion adds switching cost — and the biggest seat isn't IT, it's the People-OS tier, because that's where the budget and the board-level value live.

Starter
$99 / user / mo

Individual cockpit. The wedge. Low-friction land.

People OS
Custom · highest ACV

+ CHRO cockpit: retention engine, equity lens, board brief. The budget owner's seat.

Enterprise
Custom · + IT

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

Land at $99. Expand to the manager. The People-OS tier is the one that makes the account strategic — and the CHRO controls the renewal.

Why we win — 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
Grows the person IC → manager → C-suite ✓ career graph ~ reviews ~ generic
Predicts attrition from behavior, not surveys ✓ weeks early ~ survey lag
One platform spans revenue and people ✓ both layers revenue only people only

The wedge: nobody else sits on both the revenue layer and the people layer. That overlap is the behavioral-data moat — and the reason the category is ours to define.

Slide 10
09 · 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 retention signal" — 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
People-OS cockpit live · retention engine running on real customer data · first attrition prediction validated · 5 paying design partners
Q2 2027
Seed-ready
Seed-readiness hit · 8–12 paying logos · ~$150–250K ARR · documented retention saves · CHRO expansion proven on ≥1 account
H2 2027
Seed raise
Raise ~$2–3M seed on real traction · scale GTM · SOC 2 · expand the People-OS motion
Paying logos · seed-ready
8–12
ARR · seed-ready
$150–250K
Retention saves
Documented
Runway
~16 mo
The seed test is simple and we've designed for it: does the loop work with real users, and does the retention engine save real people? Hit that, and the seed round prices itself. Warm design-partner pipeline already sourced from the founders' SAP & enterprise network.
Slide 11
10 · Team
Built By The People Who Used To Be The Customer

Operators who lived the pain.

Three founders. Decades of scar tissue in enterprise software, marketing, and channel execution. Every product decision is graded against the question: would the version of us five years ago have wanted 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.

Advisors from SAP · CXGlobals · Salesforce ecosystem · Forrester.

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 10.

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 behavioral retention 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.
Grow your career.
Keep your best people.

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 grows every career — and the People OS that sees attrition before it happens.

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