Propense

Propense.ai operates as a B2B predictive sales intelligence platform tailored for the professional services industry, including accounting and legal firms. Founded in early 2023 by CEO Timothy Keith, CTO Nnamdi Anyanwu, and Head of Operations & Finance Alexander Diaz, the Miami-headquartered company aims to solve the challenge of cross-selling within firms where professionals are often siloed in their specific domains. The founding concept emerged from Keith's experience at an accounting firm, where he recognized that firms offer a vast constellation of services that are often underutilized because client-facing professionals lack visibility and confidence in recommending them.

The company's core offering is a SaaS platform that utilizes artificial intelligence, including machine learning and large language models, to analyze a firm's historical client data, service offerings, and external market triggers. By synthesizing these diverse data sources, Propense identifies and provides highly probable cross-selling recommendations, essentially anticipating client needs before they arise. The platform integrates with existing systems of record and tools like Microsoft Outlook to deliver actionable insights directly into professionals' workflows, presenting opportunities with a summary to prompt client outreach. This approach transforms practitioners from reactive service providers into proactive, trusted advisors who can confidently suggest relevant services.

Propense operates on a subscription-based business model, providing its software to professional services firms. Since its inception, the company has gained significant traction, engaging with a large portion of the top 100 CPA firms in the U.S. and expanding into the legal sector with several global law firms. The platform is currently in a beta program with a public launch planned for 2025. To support its growth and product development, Propense secured $650,000 in a pre-seed round, followed by a $3 million seed round in March 2024 led by Harlem Capital, and a subsequent strategic investment from Thomson Reuters Ventures in October 2024. The company is also launching a consulting arm to help firms adapt their internal processes to better leverage the technology.

Keywords: predictive sales intelligence, B2B cross-selling, professional services AI, legal tech, accounting tech, client need anticipation, revenue opportunity identification, client service enhancement, data-driven insights, SaaS platform, sales automation, market trigger analysis, client data analysis, CRM enhancement, generative AI for sales, client relationship management, financial services sales, law firm business development, CPA firm growth, customer success intelligence