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CallSteer

What to Say.
When to Say It.

The manager writes the playbook. The rep sees the exact line the moment the objection lands. Better close rates. Fewer compliance surprises. Less management.

callsteer.com  ·  Seed Round

Happening Right Now

The Cost of Uncoached Calls.

Sales — $142K renewal. Right now.

The VP says “DataCore quoted us $90K.” The rep panics, caves on price. The VP takes the cheaper option. The rep never mentioned the $35K migration cost, the SOC 2 gap, or last year’s $340K ROI.

The data existed. It just wasn’t on screen when it mattered.

Service — $47,200 wire. 90 seconds to decide.

Caller claims her husband is hospitalized, needs an emergency wire. She’s crying. The agent skips dual-auth, processes it. The account was single-holder. There was no husband. The money is gone.

CallSteer recognized the social engineering pattern in real time — and prompted the agent to verify before processing.

Sales
−72%
of sales reps missed quota last year. The objection that kills the deal gets no real-time answer.
Customer Service
−$25.4B
lost to phone scams in 2023. Agents have no live guidance to stop social engineers.
Tech Support
−$136.8B
lost yearly to avoidable churn. Reps lack real-time resolution paths when customers need help most.
The Category

Post-Call Analysis Is an Autopsy.
We’re the ER.

The entire industry tells you what went wrong after the damage is done.
We intervene while the call is still live.

The Autopsy
Record. Transcribe.
Review tomorrow.
The deal is already lost.
The fraud already cleared.
The customer already churned.
Gong, Chorus, CallRail, Observe.AI
vs.
The Emergency Room
Listen. Detect.
Coach in real time.
The rep gets the response.
The agent catches the lie.
The customer stays.
CallSteer
$1B+ raised proving conversation intelligence is a massive category. The leaders analyze after the call. The few that try real-time run static scripts — no DNA, no adaptation, one vertical. That’s the gap.
The Solution

One Engine. Every Phone Vertical.

Every floor has one rep who never misses. We put that rep’s exact words on every screen — and catch what nobody scripted yet.

Sales

The Closer

Your approved objection responses, buy signals, and close prompts — word for word from your playbook.

Live
Customer Service

The Guardian

Fraud detection, de-escalation, and policy surfacing — before the damage is done.

Founding Partners
Tech Support

The Resolver

Guided troubleshooting, KB resolution, and escalation intelligence — in real time.

Live
Company DNA
50+ fields. Battle cards, pricing, proof stacks. Paste a URL or upload files.
CRM Integration
Every nudge and outcome syncs to Salesforce, HubSpot, or Zapier automatically.
The Engine

How It Works in Real Time.

Every word passes through 7 layers of processing. Your playbook fires first, verbatim; the AI only speaks when the playbook is silent.

Raw Transcript

“That’s way too expensive, we got quoted half that price”

CallSteer Brain

0Guard RailsPASS
1Noise FilterPASS
2Exit DetectionPASS
3Buy SignalPASS
4Playbook + KBPASS
5Deterministic MatchMATCH
6Claude Smart LaneSKIP

Rep Sees

“Totally fair — they use 3-layer, yours is 5. What’s their warranty?”
Competitor + Price | Confidence: 0.94
How It Works

We Transcribe. We Never Record.

Live speech becomes text, the playbook is checked first, and the manager’s approved line hits the screen. No line yet? The AI drafts one from your DNA and flags the gap. The audio is never stored.

Transcribe
Live speech → text
➔
Match
Playbook first, then DNA
➔
Guide
On screen in real time
➔
Sync
CRM via webhooks
Powered by Company DNA
Paste a URL
Crawls docs, help centers & wikis.
Upload Files
PDFs, SOPs & pricing sheets.
DNA Session
50+ fields in one meeting.
Import Call History
Gong, Chorus, or raw transcripts.
Simplifies two-party consent compliance
HIPAA & PCI-friendly
Nothing to subpoena
Why Now

Your Bottom 20% Performs Like Your Top 20%.

The playbook powers day one. Every call shows which lines win and which objections still need one. Six months in, teams can’t leave — and they don’t want to.

STT Became Accurate
LLMs Became Fast
Calls Moved to Software
Incumbents Won’t Pivot
70% → 85%+
Playbook Compounds
70% deterministic on day one — 85%+ by month 6. Import Gong or Chorus history to start even higher.
✓
Consistent Quality
Same DNA, same playbook, every call. Bottom performers get the same intelligence as top performers.
6 mo
Deep Lock-In
Thousands of tuned responses compound over months. Switching means starting from zero.
Competitive Landscape

How We Compare.

Real-time, playbook-driven, multi-vertical. That combination doesn’t exist yet.

Gong ($600M raised) Aircover ($8M+ raised) Balto ($52M raised) CallSteer
When it helpsAfter the callDuring the callDuring the callDuring the call
IntelligencePost-call analyticsGenAI — sales onlyStatic scriptsManager’s playbook + Company DNA; AI as the net
VerticalsSales onlySales onlyContact centersSales + CS + Support
CustomizationGeneric insightsContent libraryManagers write scriptsPlaybook + 50-field DNA; AI drafts what’s missing
Pushback handlingN/ANo adaptationSame scriptAdapts across 2, 3, 4 pushbacks
The outcomeTells you what went wrongSurfaces contentReads a scriptThe approved line, live — and gaps flagged
Historical dataStays in GongNo importNo importIngests Gong/Chorus transcripts — day-one intelligence
Business Model

Per-Seat SaaS. Margins Widen
With Every Call.

Priced between legacy script tools ($50–100/seat) and Gong ($100–250+/seat). Routine moments run instant, AI handles the rest — margins widen as the system learns.

Per-Seat, Per-Role

Each seat is configured for its role — Sales, CS, or Tech Support. One price, one platform, three modules. No upsell tiers needed.

Margins Improve Automatically

Variable infrastructure cost is almost entirely Deepgram STT. Claude AI handles novel responses and shrinks as winning patterns auto-promote to the deterministic fast lane. More calls = lower cost per call.

White-Glove DNA Setup

Dedicated DNA session builds the knowledge base that makes everything work. Customers who invest in setup stay.

78%+
Target gross margin
$57
Worst-case COGS/seat
↓
COGS shrinks monthly
85%+
Instant by month 6
Market Opportunity

16.4M Phone Workers. Zero Live Intelligence.

Built bottoms-up from Bureau of Labor Statistics headcount × per-seat pricing.

Sales
13M+
US sales professionals
Bureau of Labor Statistics, 2024
Customer Service
~2.8M
US customer service agents
Bureau of Labor Statistics, 2024
Tech Support
~600K
US tech support specialists
Bureau of Labor Statistics, 2024
TAM
16.4M US phone workers × ~$150/seat/mo × 12
$29.5B
Bureau of Labor Statistics, 2024
SAM
US teams with 10–200 reps on phones daily — real-time coaching addressable
~$4.4B
~2.4M seats × $150/mo
SOM — Year 1–2
Financial services, insurance, SaaS, real estate, healthcare IT
2,500–3,000
seats
• 60–80 customers × 30–50 seats each
• Land with Sales → expand to CS + TS within 90 days
Traction

Early, but Real.

Product is live. First customer deployed. Second: a 50-rep auto-warranty floor in a paid-conversion pilot.

Live
OnlineArmor.com
Reputation management — live production deployment, 10,000+ live coaching nudges processed.
+35%
Avg Talk Time
+15%
Conversion Rate
“The playbook is a game-changer. My new reps say the right thing every time now.”
— OnlineArmor, Founding Partner
Pilot Agreed · Sept 2026
50-Rep Auto-Warranty Floor
30-day pilot — 10 seats + manager, converting to $100/seat/mo on a 12-month term. Inbound: found CallSteer through ChatGPT search.
✓
Desktop App
Windows + Mac. Zero-config audio. Works with any softphone.
✓
Chrome Extension
Browser-based calls. Tab audio capture.
✓
Admin Portal
DNA editor, playbooks, KB, billing, SSO, audit log.
✓
7-Layer Pipeline
Semantic AI, auto-learning, CRM webhooks, persistence engine.
Why Us

Built by Someone Who
Lived the Problem.

Started selling Google AdWords at 18. Never left the phones.

The Origin
Started selling Google AdWords at 18. Spent 17 years after that as a rep, manager, director, and trainer. Eventually ran my own outbound phone room — built the lead-gen software, scraped the lists, cold called homeowners for real estate investors. Same problem at every stop: out of ten reps, maybe two could handle objections. The technology finally caught up. CallSteer is what I wished existed the whole time.
Stephen Vanderver
Stephen Vanderver
Founder • Nashville, TN
LinkedIn
Selling Google AdWords at 18. Fell in love with the phones and never left.
17 years across AT&T, Verizon Business, Wells Fargo, RE/MAX & HomeVestors. Then ran my own outbound phone room sourcing leads for real estate investors.
President's Club — Wells Fargo & AT&T Wireless. Top producer at Verizon Business Fiber outbound.
Built the entire CallSteer platform with Claude Code — backend, widget, extension, website, and admin dashboard. One person, AI-assisted.
"I spent 17 years watching great reps lose deals they should have won. The data was always there — it just wasn’t on screen when it mattered."
— Stephen Vanderver, Founder
Domain Expertise
Built from experience, not theory
Built Lead-Gen Software
Before CallSteer, built tools to scrape and cold call at scale
Phone Room DNA
On the phones since 18. Managed floors, trained reps, then built the tool they needed.
Speed to Market
Idea to live product in months
Managed Hundreds of Reps
Trained and scaled sales teams across telecom, finance, and real estate — knows what moves the needle
Recruiting: Founding CTO to Scale, Not Build
Designed and built the full product solo — backend, desktop app, browser extension, and website. Raising capital to hire a Founding CTO to scale from proven MVP to enterprise infrastructure as we grow to 3,000+ seats.
The Ask

$4.5M Seed

SAFE • $15–20M cap • Series A target at $3.5M+ ARR

Use of Funds (18 months)
Sales & GTM $1.4M
Engineering $1.2M
AI & Infrastructure $600K
Partnerships & Channels $500K
Founder + Legal + Ops $800K
18-Month Road to Series A
Mo 3
$600K
ARR
10 founding partners deployed
Case studies live
Mo 6
$1M
ARR
First AEs ramped
Repeatable playbook
Mo 12
$2M
ARR
PMF proven
All 3 modules live
Mo 18
$3.5M
ARR
Series A ready
3 AEs replicate founder playbook → CallSteer accelerates every rep → margins widen as the system learns

Your best rep can’t be on every call.
CallSteer can.

Book a Call with the Founder
Stephen Vanderver  •  hello@callsteer.ai  •  callsteer.com