Investor Deck

This presentation is password protected.

Best viewed on desktop
CallSteer

The Right Words, On Screen,
Before the Moment Passes.

Real-time AI coaching that puts the perfect response on screen during live calls. More revenue. Less management.

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

callsteer.ai  ·  Seed Round

Live Call. Real-Time Coaching.

CallSteer transcribes live calls, detects critical moments, and puts the right words on screen in real time. Nothing is ever recorded.

The Closer — Sales
The Guardian — CS
The Resolver — TS
CallSteer AI
Initializing…
Business DNA
Syncing Your Profile
CompanyApex Analytics✓
ProductApex Data Platform — $142K ACV✓
ROI$340K/yr in time saved✓
Battle CardDataCore — no SOC 2, switching cost $35K+✓
LanguageNever say “cheap” “discount” “cut”✓
Custom Playbook
Manager Triggers Loaded
Trigger“I need to think about it”✓
3 responsesAI-generated from your playbook✓
Ready
DNA + Playbook Synced
Every suggestion uses your data. Nothing generic.
Sales Call — Enterprise Renewal
Transcribing
Rep: JA-2847Dialpad
Inbound Call — Bank Account
Transcribing
Rep: KL-1053RingCentral
Support Ticket #4012
Transcribing
Rep: MC-4190Zendesk Talk
50+ fields. One meeting. Your AI is armed.
Reps only see the nudge card — we’re showing the full call so you can see the magic.
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. Same engine, three modules — Sales, CS, and Tech Support all live.
The Category

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

The entire industry tells you what went wrong after the deal is dead.
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.

Close the deal · Protect the customer · Solve the problem
Every team has one rep who never misses. We put that instinct on every screen.

The Closer Sales

Close more. Freeze less.
  • Real-time objection handling
  • Buy signal & close prompts
  • Company DNA injection
Built & Validated — Any Industry

The Guardian Customer Service

Protect customers. Coach agents.
  • Social engineering detection
  • Knowledge base & policy surfacing
  • De-escalation coaching
Accepting Founding Partners

The Resolver Tech Support LIVE

Guided resolution. Every time.
  • Guided troubleshooting flows
  • Knowledge base integration
  • Escalation intelligence
Accepting Founding Partners
1 — We capture your DNA
Products, battle cards, pricing, proof stacks. 50+ fields. Paste a URL and Firecrawl indexes your entire help center automatically — or upload files directly.
2–3 hours
2 — AI coaches every call
Listens live. Detects the critical moment. Shows the right response in real time.
real-time
3 — System learns from every call
Every 6 hours, winning responses auto-promote to the fast lane. Reps tune their own sensitivity. Every nudge, adoption, and outcome syncs to your CRM automatically.
ongoing
4 — Data flows to your CRM
Every nudge, adoption, and call summary pushes to Salesforce, HubSpot, or Zapier via signed webhooks. No CSV exports, no manual entry.
automatic
5 — System compounds
85%+ of routine moments handled instantly. AI focuses on the complex conversations that close deals.
↑ retention
Why Now

This Wasn't Possible Two Years Ago.

Four things changed. We built for this moment.

Speech-to-Text
Became Accurate
Real-time transcription went from unusable noise to production-grade streaming.
LLMs Became
Fast Enough
AI responses dropped from seconds to real-time. Fast enough to coach a live call.
Calls Moved
to Software
Businesses moved off desk phones to softphone platforms — giving software a way in.
Incumbents
Won’t Pivot
Gong’s $200M+ ARR is built on post-call analytics. Real-time coaching cannibalizes their core product. We live at the OS audio layer — a harder moat to cross.
The window is open — and closing.
We’re the AI-native real-time entrant.
The Moat

Your Bottom 20% Performs Like Your Top 20%.

DNA powers the AI from day one. Every call makes it sharper. Six months in, they can’t leave — and they don’t want to.

70% → 85%+
Playbook Compounds
70% of responses need zero AI on day one. By month 6, 85%+. AI cost drops as the system learns.
100%
Every Rep, Same Quality
Bottom 20% performs like the top 20%. Same team, 4x the output.
6 mo
Teams Never Leave
Thousands of tuned responses. New reps inherit it all. Switching means starting from zero.
How We Compare
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 scriptsSemantic AI + Company DNA
VerticalsSales onlySales onlyContact centersSales + CS + Support
CustomizationGeneric insightsContent libraryManagers write scripts50+ field DNA — auto
PushbackN/ANo adaptationSame scriptAdapts across 2, 3, 4 pushbacks
SetupWeeks + $7.5KIntegration req.~45 days2–3 hour DNA session
CRM IntegrationNativeAPI onlyCustom buildHMAC-signed webhooks — SF, HubSpot, Zapier
Enterprise AuthSSO (SAML)NoneSSO (add-on)SSO/SAML — Okta, Azure AD, Google
The outcomeTells you what went wrongSurfaces contentReads a scriptThinks for you in real time
How It Works

We Transcribe. We Never Record.

Live speech becomes text, AI matches it against your company DNA, and the right guidance hits the screen. The audio is never stored.

Transcribe
Live speech → text
➔
Match
AI + company DNA
➔
Guide
On screen in real time
➔
Sync
CRM via webhooks
Sales
Prospect says
“DataCore quoted us $90K. Why would we pay more?”
Rep sees
“DataCore lacks SOC 2. Migration alone is $35K+. What would downtime cost?”
Competitor gaps & switching costs from their DNA.
Customer Service
Caller says
“My husband’s in the hospital. I need a $47K wire sent now.”
Agent sees
“Wire >$10K = dual auth required. Social engineering pattern. Verify joint status first.”
Fraud protocols & wire policy from their DNA.
Tech Support
Caller says
“The dashboard won’t load after the update. Error 502.”
Tech sees
“502 after v3.2 = clear CDN cache. KB-4471. Escalate if persists >5 min.”
KB articles & resolution paths from their DNA.
Same engine. Three different outputs. Every response pulls from their data — nothing generic, nothing hallucinated, nothing recorded.
Simplifies two-party consent compliance
HIPAA & PCI-friendly
Nothing to subpoena
Company DNA

DNA Isn’t Just 50 Fields.
It’s Your Entire Company Brain.

Reps don’t search wikis. They don’t tab to Confluence. They don’t ask the person next to them. The answer appears the moment the customer asks the question.

Paste a URL
Firecrawl indexes your entire help center, docs site, or product wiki automatically.
Upload Files
PDFs, training manuals, pricing sheets, SOPs — parsed, chunked, and searchable in seconds.
DNA Session
50+ fields of competitive intel, battle cards, proof stacks, and objection playbooks — captured in one meeting.
Without Company DNA
× Rep puts customer on hold to search the wiki
× New hires take 3–6 months to learn the product
× Tribal knowledge walks out the door when people quit
× 47-page pricing PDF nobody has memorized
With Company DNA
✓ The right answer surfaces the moment the question is asked
✓ New hires resolve issues like 5-year veterans on day one
✓ Institutional knowledge is permanent — never leaves
✓ Every policy, every product, every edge case — always on screen
DNA goes in once. Every rep carries it forever.
Your best rep’s instincts, your entire product catalog, your company policies — injected into every conversation, for every rep, on every call. No training. No searching. No “let me check on that.”
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

Every customer gets a dedicated 2–3 hour white-glove DNA session — 50+ fields including competitor battle cards, proof stacks, module-specific protocols, and knowledge base upload (file or URL import). Customers who invest in setup stay — because CallSteer actually works for them.

78%+
Target gross margin
50+
DNA fields per client
2–3 hrs
White-glove DNA session
↓
COGS drops every month
Market Opportunity

A $47.8B Market.
No Multi-Vertical Player.

$1B+ raised proving the category. None cover sales + service + support in one adaptive engine.

Sales
13M+
Sales professionals in the US
BLS OES, 2024
Customer Service
~2.8M
CS agents — fraud risk on every call
BLS OOH, 2024
Tech Support
~600K
Escalating when they should resolve
BLS OOH, 2024
TAM
Conversational AI for sales + CS + tech support by 2030
$47.8B
MarketsAndMarkets, 2024
SAM
Real-time CI — US phone-based teams
~$8B
SOM — Year 1-2
Phone-heavy verticals: financial services, insurance, B2B 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
• Target: $5M+ ARR by month 24
• Architecture is language-agnostic by design. International expansion requires data, not engineering.
Go-To-Market

One Meeting to Go Live.
Same-Day ROI.

DNA session in the morning, reps are live by afternoon. No integration, no IT ticket, no six-month rollout. First 10 companies get founding partner pricing and direct founder access.

Buyer: VP Sales / Head of CS / COO at phone-heavy orgs (10–200 reps). Founder-led → first 15, then AEs replicate.

How We Reach Buyers
Network
10+ years in sales and CS. Warm intros to decision makers who already know the founder.
Outbound
We use CallSteer to sell CallSteer. The DNA session IS the demo — they see their own data working live.
Content
Short-form demo videos and LinkedIn posts showing CallSteer handling real calls live.
Community
Sales conferences, CS forums, support communities, and industry groups where buyers already gather.
The Flywheel
Every customer
generates case study data
→
Every call
makes the system smarter
→
Product gets better
pitch gets easier
→
More seats, more modules
accounts expand naturally
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.
"Every floor has a closer who never misses. CallSteer is what happens when you give that instinct to the whole team."
— 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
Why Now

What’s Already True.

Shipped
Product Is Live
Desktop app, Chrome extension, admin portal, 7-layer pipeline — all built and functional.
0 bytes
Audio Stored
Transcribe-only architecture. No recordings, minimal data liability. Nothing to subpoena.
1
Person Built This
Full stack — backend, desktop app, extension, website, pipeline. Capital-efficient from day one.
∞
Self-Improving
Winning AI responses auto-promote to the deterministic fast lane every 6 hours. The system gets faster and cheaper without getting dumber.
3
Modules, 1 Engine
Sales + CS + Support. No competitor covers all three with one adaptive engine.
$4.5M
Seed Round
18-month runway. Hire, scale, own the category.
Book a Call
Appendix
Under the Hood

7-Layer Pipeline. Semantic Matching. Self-Improving.

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
Self-Improving Flywheel
Nudge → Vote → Score → Promote
Winning AI responses auto-promote to the fast lane every 6 hours. Semantic embeddings match by meaning, not keywords. AI stays focused on novel, high-value moments.
Shrinking COGS
Deepgram
Fixed
Claude
Shrinking
85%+ instant by month 6. AI focuses on what matters most.
Persistence Engine
1-2
Deterministic · instant · $0
3
Claude Variety · fresh angle
4+
Lean-In · soft comply
CallSteer

Right now, a rep on a call just froze. They needed CallSteer five minutes ago.

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

The Operating System
for the Human Voice.

Their DNA. Their playbook. Their language. On every rep’s screen, on every call, before the moment passes.

$4.5M SEED
Book a Call with the Founder
hello@callsteer.ai  •  callsteer.ai