About
Veteran sales judgment, productized.
PipelineIQ is the executive decision layer above the revenue stack. Built around the operating discipline of a veteran sales executive who has run mid-market revenue, with a self-hosted AI option for environments where data residency matters.
The thesis
CRMs report what happened. Executives need to know what to do.
The mid-market sales tooling stack is more crowded than ever — Salesforce, HubSpot, Gong, Clari, Outreach, Salesloft, half a dozen AI overlays. None of them answer the question a CEO actually asks on Friday afternoon: which of these deals is real, and what should I do about it before Monday?
B2B companies between $5M and $30M in revenue routinely operate with 20–40% forecast variance, inflated late-stage pipeline, and qualification frameworks adopted in the system but not enforced in the field. They don't have a mature RevOps function. They don't have a veteran CRO on payroll. They have data, and not enough judgment.
PipelineIQ productizes that judgment. We read your existing stack, apply scoring methodology developed from running mid-market revenue, and deliver a weekly decision artifact your leadership team can act on in 10 minutes.
Who is behind this
Decades of operating discipline, encoded as software.
PipelineIQ is founder-led. The deal truth signal taxonomy, MEDDPICC enforcement logic, forecast confidence model, and ICP knowledge come from a veteran sales executive who has spent decades running mid-market B2B revenue teams. The methodology, scoring frameworks, and weekly inspection cadence are encoded into the product directly. Every Snapshot engagement runs through the founder personally during Year 1.
The technology layer pairs that judgment with a self-hosted AI option so client deal data never has to leave a controlled environment. That matters in healthcare, in PE-backed portfolios, and in any organization where the question “where does our pipeline data go to be analyzed?” needs a defensible answer.
How we operate
Productized service. Not another SaaS to log into.
The deliverable is a decision, not a dataset. Engagements run in two phases, both designed so leadership can read the output in 10 minutes and act on it the same week.
Revenue Reality Snapshot
A focused diagnostic that pressure-tests current pipeline, forecast assumptions, and qualification discipline. Produces the wake-up call document — Revenue Truth Score (0–100), top risks ranked by revenue impact, immediate corrective actions, and a 90-day improvement roadmap with owners and milestones.
Weekly Executive Brief subscription
Every Monday at 8am, leadership receives the brief in their inbox. KPI snapshot, pipeline inspection by stage, forecast confidence drivers, MEDDPICC compliance scoring, top deals teardown with recommended actions, and the top 10 priorities for the week. Optional 30-minute leadership walk-through call is included.
What makes us different
Four things you will not find in the next SaaS pitch.
Self-hosted AI option
For clients in healthcare, PE-backed portfolios, or anywhere data residency matters, PipelineIQ runs on a self-hosted Llama or Qwen stack. Your pipeline data never leaves a tenant-controlled environment. No third-party inference. Included at no additional cost during pilot engagements.
Decisions over dashboards
Every section of every brief ends with a named action and an owner. We do not surface a chart and let you interpret it. We tell you the deal to call, the rep to coach, and the forecast number to defend.
Read-only by design
PipelineIQ never writes back to your CRM in v1. We read opportunities, accounts, contacts, activities, and stage history. We do not modify them. Your system of record stays exactly the way your team runs it.
Pricing that scales with revenue band
Snapshot diagnostics start at $15K. Weekly brief subscriptions start at $5K/month. The full Year 1 commitment is roughly one-third of what a junior RevOps hire costs — and produces output a veteran CRO would put their name on.
Want to see your own pipeline through this lens?
We onboard 2 to 3 mid-market revenue teams per quarter. The conversation starts with a Revenue Reality Snapshot — a focused 2 to 3 week diagnostic that pressure-tests your pipeline before anyone signs a subscription.