Accepting select engagements

AI that carries quota alongside your reps.

Production-grade AI agents that listen to your sales activity, update your CRM, and surface pipeline opportunities and risk. Deployed in weeks, not quarters.

See the Platform
6–8 wks
Discovery to production
0
Rip-and-replace migrations
100%
Actions logged & auditable
Integrates with
The Problem

Your CRM is a graveyard of good intentions.

Reps don't log. Forecasts drift from reality. Pipeline risk hides in plain sight. Sound familiar?

📉

Forecast Fiction

Your forecast is built on data your reps entered two weeks late — if they entered it at all. Decisions get made on a version of reality that's already stale.

🕳️

Pipeline Blind Spots

At-risk deals slip quietly. Expansion signals go unnoticed. Your team finds out a deal is dead when the quarter's already over.

⏱️

Admin Overhead

Your highest-paid revenue generators spend hours on data entry, call logging, and CRM hygiene instead of selling.

🏗️

Tool Sprawl

Salesforce, Gong, Outreach, Clari, your ERP — none of them talk to each other. Intelligence stays trapped in silos.

The Platform

Not slideware. Working systems.

AI agents that operate inside your existing stack — listening, updating, alerting, and acting.

01

Pipeline Intelligence

Real-time deal health scoring powered by conversation analysis, engagement patterns, and win/loss history. Spot at-risk deals before they flatline.

Deal Scoring · Risk Alerts
02

Expansion & Cross-Sell

Surface whitespace in your existing book. Our agents analyze usage, contract timelines, and engagement signals to identify 15–30% more pipeline from accounts you already serve.

Whitespace · Renewal Intel
03

Sales Enablement

Automatic call logging, contact enrichment, and activity capture. Your reps get hours back every week without changing how they work.

Auto-Capture · Activity Sync
04

Orchestrated Intelligence

Call data, email analysis, CRM records, and pipeline signals feed into a single intelligence layer. One brain — no more swivel-chairing between tools.

Unified · Cross-Platform
05

Stack Integration

Built to enhance Salesforce, Dynamics, HubSpot — not replace them. No migrations, no data moves. Your team works exactly where they already live.

CRM · ERP · Communication
06

Compliance & Audit

Every AI action logged. Every decision explainable. Full audit trails from day one. No black boxes — your compliance team sees exactly what happened and why.

SOC 2 Ready · Full Logging
Industries

Built for your reality.

We go deep in industries where complex sales processes demand more than generic tooling.

🏢

Insurance

We enable producers. Simple as that.

Our agents handle the admin work so producers focus on building client relationships and writing business.

Auto-capture call notes and CRM updates
Renewal tracking and book-of-business management
AI-assisted underwriting and cross-sell identification
ELSA, Majesco, and carrier system integration
📊

Private Equity

Portfolio companies need fast wins. We deliver fast.

Tight timelines demand speed-to-value. AI agents deploy in weeks and drive measurable improvement within 90 days.

Pipeline visibility across the portfolio
Forecast accuracy for board reporting
Rep productivity gains in operating metrics
Value creation playbook acceleration
⚙️

Manufacturing

Long cycles, complex products. We track it all.

Multi-year relationships and complex product portfolios with AI that surfaces what your reps would otherwise miss.

Long-cycle opportunity management
Complex product and SKU-level intelligence
ERP-to-CRM synchronization
Distributor and channel visibility
Proof

Measured outcomes, not promises.

We identify KPIs before we write a line of code and measure against them from day one.

Enterprise Insurance Brokerage · 6-Week Deployment
Deployed AI agents across a $6B insurance brokerage to automate CRM capture, renewal tracking, and cross-system integration between Salesforce, ELSA, and Majesco — delivering production-grade automation in 6 weeks.
6 wks
From discovery to production deployment
3
Enterprise systems integrated end-to-end
100%
Activity auto-capture for participating producers
0
Rip-and-replace migrations required
How We Deliver

Six weeks from handshake to production.

Not a 6-month implementation that never ships. We move fast because we've done this before.

Week 1

Discovery & Design

A 2-hour working session to map your processes, identify quick wins, and design agent architecture. We leave with a deployment plan.

Weeks 2–4

Build & Integrate

Agents built against your live systems. Salesforce, ERP, email, conversation data — connected and orchestrated.

Weeks 5–6

UAT & Deploy

Your team validates in production. We tune, optimize, and train. Go-live with full audit trails and monitoring.

Ongoing

Continuous Optimization

Agents learn from usage patterns and edge cases. Performance improves automatically. We stay embedded, not hands-off.

Enterprise Ready

Security your compliance team will actually approve.

We've been through enterprise security reviews. We know what your InfoSec team is going to ask.

✓ Full Audit Logging

Every AI action, every decision, every data access — logged, timestamped, and exportable. No black boxes.

✓ Encryption Everywhere

Data encrypted at rest and in transit. TLS 1.2+, AES-256, and key management that meets enterprise standards.

✓ MFA & Access Control

Role-based access, multi-factor authentication, and VDI-compatible remote access. Your security policies, enforced.

✓ Explainable AI

Every recommendation comes with reasoning your team can verify. No opaque models making decisions you can't explain to a regulator.

✓ Data Sovereignty

Your data stays in your environment. We integrate with your systems — we don't replicate your data into ours.

✓ No Vendor Lock-In

We enhance your existing tools. If you walk away, your CRM, your data, and your processes stay exactly as they are.

The Team

Operators, not consultants.

We've carried quota, built sales orgs, and deployed enterprise systems at scale. We've sat in your chair.

Rich Rivara, CEO of R Squared AI
Rich Rivara
Chief Executive Officer

35+ years scaling revenue and operations across enterprises. Built sales organizations from $0 to 8-figure ARR. His network includes Fortune 500 CROs, VPs of Sales Operations, and revenue leaders who have deployed AI at scale.

Former executive at Appirio (acquired for $500M)
Built and led sales org at BridgeNext
Former operator — not a consultant
LinkedIn →
Will Godfrey, CTO of R Squared AI
Will Godfrey
Chief Technology Officer

McKinsey's global lead on front-office technology — the kind who builds, not the kind who makes slides. Architected enterprise systems for Fortune 500 companies, served as virtual CTO for digital builds generating $500M+ in revenue.

20+ years enterprise tech, Salesforce architecture
Made Salesforce backbone for a 6,000-person org
MBA, Georgia Tech · Serial entrepreneur
LinkedIn →
Tyler Preisser, CPO of R Squared AI
Tyler Preisser
Chief Product Officer

A lifelong builder. Coded custom LLM models, built production agentic systems that automated entire back-office operations, and shipped products from robotic systems to custom AI. Sharp communicator with deep sales instincts.

Built and shipped agentic AI systems to production
Engineering Design & Technology degree
Owns product vision and client alignment
LinkedIn →
Ready?

See what's possible in 30 minutes.

No pitch deck. No demo environment. We'll map your sales process and show you exactly where AI agents fit — live.

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Currently accepting select enterprise engagements by referral.