Rosie automates lead generation, customer outreach, and AI agent activation — so business owners spend less time figuring out marketing and more time running their business.
Customers can sign their organizations up via a subscription and access our full suite of discovery tools, automated outreach, and a built-in lead scoring and notification system — one complete workflow, ready to go. For teams that want flexibility, most of our services are also available à la carte.
Our signature à la carte offering is our incoming and outgoing AI calling agents, powered by Inworld — the #1 ranked voice AI engine in the industry. Building your own AI calling agent takes days and costs $0.08/minute — just for the components, before a dialer. Factor in a point-and-click service with dialing, and you're looking at $0.15/minute. Rosie delivers the same capability out of the box, at $0.07/minute all-in. Customers save over 50%. We margin 500%.
The AI Sales Intelligence market is growing at 25.8% CAGR through 2032. Most small and mid-sized businesses still prospect manually — cold lists, outdated data, zero intelligence. They're spending time and money on approaches that stopped working years ago, simply because modern alternatives have been too complex or too expensive to access.
Rosie AI changes that. We automate the entire top-of-funnel for any business starved of modern tooling — regardless of industry.
Rosie AI sits at the intersection of three of the fastest-growing categories in enterprise software — AI Sales Intelligence, AI Voice Agents, and Automated Conversational AI SaaS. Each market is independently large. Together they represent a generational wave of automation spend with no clear category leader yet.
Apollo, ZoomInfo, and Clay sell contact data. Gong sells call analytics. Twilio sells communication infrastructure. None of them combine real-time data intelligence, AI voice agents, multi-channel outreach, and a self-healing automation engine into a single platform — at an SMB-accessible price point. Rosie does.
| Capability | Apollo.io | ZoomInfo | Clay | Gong.io | Rosie AI |
|---|---|---|---|---|---|
| AI Voice Agents — Outbound Calling | ❌ | ❌ | ❌ | Partial | ✅ $0.07/min all-in |
| AI Inbound Call Handling | ❌ | ❌ | ❌ | ❌ | ✅ Browser-based, live |
| Multi-Channel Outreach (SMS + Email + WhatsApp + Voice) | SMS Only | ❌ | Partial | ❌ | ✅ Full stack, one platform |
| Real-Time Lead Intelligence & Intent Scoring | Partial | Partial | Partial | ❌ | ✅ Autonomous, real-time |
| Automated Lead Enrichment (multi-source waterfall) | Partial | ✅ | ✅ | ❌ | ✅ Global + proprietary sources |
| Self-Healing Automation Pipeline | ❌ | ❌ | ❌ | ❌ | ✅ Auto-recovery built in |
| AI Agent Setup Time | N/A | N/A | N/A | Weeks | ✅ 20 minutes |
| Subscription Price / Month | $499+ | $15,000+ | $599+ | $5,000+ | ✅ From $297 all-in |
| SMB-Accessible Pricing | ❌ | ❌ | Partial | ❌ | ✅ Built for SMB |
| Multi-Tenant White-Label Capable | ❌ | ❌ | ❌ | ❌ | ✅ Full org isolation + RLS |
| Credit-Based À La Carte Marketplace | ❌ | ❌ | ❌ | ❌ | ✅ Launching Sept 2026 |
| Triple-AI Security Certified | ❌ | ❌ | ❌ | ❌ | ✅ 92/100 Score |
The M&A landscape across AI voice, sales automation, and conversational SaaS spans from seed-stage tuck-ins at $25M to mega-deals at $27B — all validating strong revenue multiples for category-defining platforms.
| Acquirer | Target | Year | Deal Value | Sector | Rev. Multiple |
|---|---|---|---|---|---|
| Microsoft | Nuance Communications | 2021 | $19.7B | AI Voice / NLP | ~10× ARR |
| Salesforce | Slack | 2021 | $27.7B | SaaS / Collaboration | 26× ARR |
| Adobe | Figma | 2022 | $20B | SaaS / Design | 50× ARR |
| ZoomInfo | Chorus.ai | 2021 | $575M | Conversation Intelligence | 11.5× ARR |
| ServiceNow | Intellibot | 2021 | $1.35B | AI Automation | 12× ARR |
| Salesloft | Drift | 2023 | ~$1B | Conversational Marketing AI | ~10× ARR |
| Salesforce | Tableau | 2019 | $15.7B | Data Analytics / SaaS | ~8× ARR |
| Twilio | Segment | 2020 | $3.2B | Data / SaaS | 12× ARR |
| Acquirer | Target | Year | Deal Value | Sector | Rev. Multiple |
|---|---|---|---|---|---|
| Zeta Global | LiveIntent | 2022 | ~$250M | AI Marketing Automation | ~9× ARR |
| HubSpot | Clearbit | 2023 | ~$150M | B2B Data Enrichment | ~12× ARR |
| Outreach.io | Canopy | 2022 | ~$200M | Revenue Intelligence | ~14× ARR |
| Vonage (Ericsson) | TokBox | 2018 | $35M | Voice/Video API Platform | ~11× ARR |
| Freshworks | AnsweriQ | 2020 | ~$50M | AI Customer Automation | ~10× ARR |
| Sprinklr | Postano | 2021 | ~$30M | Social & Outreach SaaS | ~9× ARR |
| RingCentral | Hopin (Sessions) | 2023 | ~$50M | AI Conversation Platform | ~8× ARR |
| Klaviyo | Napkin AI | 2024 | ~$25M | AI Outreach Automation | ~12× ARR |
| Apollo.io (Private Round) | N/A — Internal Valuation | 2024 | $1.6B | AI Sales Intelligence | ~20× ARR |
| Salesloft | Drift | 2023 | ~$1B | Conversational AI SaaS | ~10× ARR |
Rosie AI leverages a multi-tenant, distributed framework to run 150+ backend functions simultaneously, updating 136 entities the second data hits the system. This isn't just a CRM — it's an intelligence layer that adapts to your industry, eliminating the lag and putting real-time solutions at your fingertips.
The platform generates revenue through two complementary streams: recurring organizational subscriptions and an à la carte AI services marketplace launching in September 2026.
| Milestone | # Orgs | Avg MRR/Org | MRR | ARR |
|---|---|---|---|---|
| Month 2 (Sept 2026) | 10 | $500 | $5,000 | $60K |
| Month 4 (Q4 2026) | 25 | $600 | $15,000 | $180K |
| Month 6 (Q1 2027) | 50 | $650 | $32,500 | $390K |
| Month 12 (Q2 2027) | 125 | $700 | $87,500 | $1.05M |
| Month 18 (Dec 2027) | 250 | $750 | $187,500 | $2.25M |
| Month 24 (Jun 2028) | 750 | $800 | $600,000 | $7.2M |
| Month 30 (Dec 2028) | 2,000 | $820 | $1,640,000 | $19.7M |
Profitability Target: Break-even at approximately 15 paying organizations. Distributions activate at $20,000/month MRR (~28–30 orgs).
Long-term Goal: Scale to 2,000 paying organizations by end of 2028.
| Plan | Price | Included Features | Target Audience |
|---|---|---|---|
| Starter | $297/mo | 500 voice min · 2,500 SMS · 1 line · 1,000 AI calls | Solo contractors, 1–3 closers |
| Growth | $497/mo | 1,500 voice min · 7,500 SMS · 3 lines · 5,000 AI calls | Small teams, 3–10 reps |
| Scale | $997/mo | 5,000 voice min · 25,000 SMS · 8 lines · 20K AI calls | Mid-market, 10–30 reps |
| Enterprise | $2,497/mo | Unlimited minutes · 20 lines · Unlimited AI | Large operations, 30+ reps |
Rosie AI generates high-margin, usage-based revenue through a self-funding marketplace that allows users to purchase and consume individual AI services on demand. This model lowers the barrier to entry for new clients and increases average revenue per user (ARPU).
| Package | Price | Credits | Bonus | Rate |
|---|---|---|---|---|
| Starter | $5 | 500 | +100 | $0.010/cr |
| Growth | $25 | 2,500 | +250 | $0.0091/cr |
| Pro | $50 | 5,000 | +1,000 | $0.0083/cr |
| Scale | $100 | 10,000 | +3,000 | $0.0077/cr |
Rosie AI is built on a "Capital-Efficient Growth" model that decouples high-level engineering output from traditional Silicon Valley burn rates. Our structure leverages a specialized 5-person core team integrating senior US leadership with a dedicated international engineering unit.
Total core team cost: $8,950/month. This lean configuration deploys capital toward platform hardening and market acquisition.
Rosie AI, LLC is executing a focused $500,000 capital raise through the issuance of Class B Membership Units, representing a 21.5% equity stake in the Company. Departing from complex multi-tranche or SAFE structures, this is a single-entry Regulation D, Rule 506(c) offering designed for maximum capital efficiency. Every dollar of this raise is purpose-built for a singular objective: hardening our existing, fully functional platform into an enterprise-grade utility — positioning the company to surpass $1M+ ARR within the next 12 months.
Rosie AI is not a concept or a deck — it is a running, audited, multi-tenant SaaS platform built over 18 months through founder-funded sweat equity. Every screen you see below is live production code.
Rosie AI was built entirely through founder sweat equity over 18 months — no institutional funding, no hired agencies. The entire 262-function, 136-entity, multi-tenant platform was designed, built, iterated, and security-audited in-house. The equivalent value of this development effort at US market rates would exceed $750,000. The $500K raise is being made into a platform that already exists and operates — not a promise.
These are live screens from the deployed production platform — not mockups.
This investment round is a strategic commitment to our long-term success, ensuring the seamless migration and absolute protection of our customers' most valuable data. We are actively evolving our architecture to meet the rigorous demands of institutional-scale operations.
Browse and search the actual source files from the audited production build. Top 50% of each file is visible; bottom 50% is blurred as a preview safeguard. Full source available to verified investors upon request.
Browse and search the actual source files from the audited production build. Top 50% of each file is visible; bottom 50% is blurred as a preview safeguard. Full source available to verified investors upon request.
Source code shown is from the audited production build. All functions are deployed and operational. Full codebase access available to verified investors.
The platform is a multi-tenant, distributed SaaS application with 7 active data source pipelines, 12+ Apify actors, 182 backend functions organized across workers, queues, and processors, and a React-based frontend. The system is built on an 85-entity data model across 11 queue types and 9 analytics tables.
| Layer | Components |
|---|---|
| Frontend | Campaign Builder, Dashboard, System Map, Lead Intelligence, Analytics (React) |
| API Gateway | REST endpoints, Real-time WebSocket streaming, Campaign control, Lead queries |
| Backend Controllers | Campaign orchestrator, Worker spawning, Budget monitoring, Health checks |
| Queue System (11) | Discovery, Scraping, Intent Analysis, Enrichment, Scoring, Outreach, Followup, Campaign, Webhook, LeadExtraction, Relevance |
| AI Processing | Groq / GPT-4o / Claude — Intent detection, Lead scoring, Persona classification |
| Data Layer (85) | Campaigns, Leads, Queue jobs, Analytics, Cost tracking, Vector memory |
| Pipeline | Stages | Status |
|---|---|---|
| YouTube | Search → Channels → Comments → AI Analysis | Active |
| Search Posts → Extract → Enrich → Score | Active | |
| Subreddit Search → Comments → AI Analysis | Active | |
| Twitter/X | Search Tweets → Extract Authors → Score | Active |
| GitHub | Search Repos → Extract Contributors → Enrich | Active |
| Group Search → Comments → AI Analysis | Active | |
| SDG&E Permits | Permit Search → Submitted | Active |
All 7 discovery pipelines are operational. The San Diego Gas & Electric permit pipeline ingests utility permit data for targeted outreach to contractors and installers.
| Automation | Function | Schedule | Run History |
|---|---|---|---|
| Global Scheduler | globalScheduler | Every 5 min | 14/15 successful |
| Worker Health Monitor | workerHealthMonitor | Every 5 min | 15/15 successful |
| Followup Worker | followupWorker | Every 30 min | 3/3 successful |
| Analytics Consistency | analyticsConsistencyChecker | Scheduled | 3/3 successful |
| Outreach Worker | outreachWorker | Every 5 min | 3/3 successful |
| Intent Worker | intentWorker | Every 5 min | 3/3 successful |
| Qualification Worker | qualificationWorker | Every 5 min | 3/3 successful |
| Enrichment Worker | enrichmentWorker | Every 5 min | 3/3 successful |
| Queue Recovery Worker | queueRecoveryWorker | Every 20 min | 3/3 successful |
| Primary Model | Gemini 1.5 Flash |
| Temperature | 0.3 (low variance — deterministic scoring) |
| Max Tokens | 500 per call |
| Cost Per Call | $0.001 – $0.003 |
A comprehensive security audit identified five vulnerabilities across webhook handling, phone validation, and outbound call controls. All five have been fully remediated prior to v6 launch.
The platform implements a sophisticated getFeatureFlag function with per-org overrides and 30-second cache TTL. A reusable FeatureFlagGate React component surfaces a 'Coming Soon' screen when flags are disabled. 67+ flags are organized across 10 functional categories.
enable_ai_filtering [ai_filtering]enable_custom_ai_filters [ai_filtering]enable_ai_system [ai_system]enable_ai_cache [ai_system]enable_context_injection [ai_system]enable_autonomous_campaign_optimization [autonomous]enable_ai_keyword_discovery [autonomous]enable_ai_market_signal_detection [autonomous]enable_self_healing_pipeline [autonomous]enable_reddit_discovery [discovery]enable_youtube_discovery [discovery]enable_twitter_discovery [discovery]enable_linkedin_discovery [discovery]enable_facebook_discovery [discovery]enable_apify_discovery [discovery]enable_discovery_batch_processing [discovery]enable_apollo_enrichment [enrichment]enable_findymail_enrichment [enrichment]enable_clay_enrichment [enrichment]enable_hunter_enrichment [enrichment]enable_email_verification [enrichment]enable_enrichment_caching [enrichment]enable_intent_detection [intent]enable_pain_point_detection [intent]enable_persona_detection [intent]enable_lead_intelligence [lead_intel]enable_lead_scoring [lead_intel]enable_email_campaigns [outreach]enable_sms_campaigns [outreach]enable_call_monitor [outreach]enable_outreach_a_b_testing [outreach]enable_pipeline_visualization [pipeline]enable_worker_retry_system [pipeline]enable_dead_letter_queue [pipeline]enable_worker_health_monitor [pipeline]enable_qualification [qualification]enable_company_size_qualification [qualification]enable_budget_qualification [qualification]enable_operator_dashboard [ui_features]enable_pipeline_dashboard [ui_features]enable_ai_cost_dashboard [ui_features]enable_experiment_lab [ui_features]| Category | Count | Key Entities |
|---|---|---|
| Core Architecture | 5 | Campaign, Lead, Person, Company, Organization |
| Queue System | 11 | Intent, Qualification, Enrichment, Outreach, Discovery, Relevance, Scraping, LeadExtraction, Followup, Campaign, Webhook |
| Cost Tracking | 6 | Dedicated entities for AI, enrichment, and scraping spend |
| Analytics | 9 | Metrics and monitoring tables |
| Configuration | 6 | Settings, FeatureFlag, IntegrationConfig, QueuePriority, CampaignScaling, ContextSafety |
| Worker Management | 8 | Distributed processing and health monitoring entities |
| Supporting Systems | 40+ | Vector memory, anomaly detection, experimentation, workflow automation, governance policies |
| TOTAL | 85 |
The frontend has been fully migrated from the legacy Amber/Slate color palette to the Navy/Blue design system. A complete design token system is implemented in globals.css, matching the User Guide v4 deep navy palette. All UI inconsistencies have been resolved and the FeatureFlagGate component has been integrated across all gated feature surfaces.
We, the undersigned AI auditing systems, have independently and jointly reviewed the Platform Security & Architecture documentation, codebase analysis, automation records, security findings, and remediation evidence for the v6 Launch-Ready Build dated March 2026.
Based on our collective analysis, we certify that: