Build the right list
Choose geography and industry. AI researches companies and contacts; your team reviews the sources, fit score and list before saving.
Upfront · AI for factoring sales teamsWe fill it.
We fill it.
You fund it.
AI list building. Personalized outreach. Deal management. Upfront gives your team the tools to build pipeline faster and move more deals forward—without multiplying the manual work.
Your people do the selling. You keep the funding.
We never touch the money.
One connected customer journey
01
Discover
Research the right companies
AI builds the profile and finds contacts. Your team reviews the fit.
Sourced company + decision-makers02
Engage
Make every touch relevant
AI writes for each contact. Your team approves and works the replies.
Personalized contact journey03
Advance
Keep the next deal moving
Research, nurture and next actions stay beside the deal. Your team closes.
Qualified deal + clear next actionMeasure results. Refine the next campaign.
What’s includedSix modules.
Six modules.
One connected sales process.
Find your next customer, move the deal forward and grow the relationships behind it. Funnels and marketing support the journey; Cockpit shows what’s working.
Module 01Speed to pipeline
Prospecting
Build pipeline. Shorten the path to a conversation.
Module 02Deal momentum
Deal management
Qualify, nurture and help your team close at scale.
Module 03Referral contribution
Referral partners
Grow the relationships that bring you business.
Measurement layerGrowth visibility
Cockpit
See what creates pipeline—and what needs attention.
01Prospecting
Build pipeline. Shorten the path to a conversation.
Turn a target market into researched companies, decision-makers and outreach written for each individual contact. Spend less time building lists and more time working qualified conversations.
From company research to personalized outreachIllustrative product walkthrough
Personalize every first touch
Generate outreach for each contact from company research. Review email drafts, LinkedIn connection notes and optional manual call talking points.
Work the customer journey
Each contact has a timeline, due steps and recorded outcomes. Manage replies in the inbox and move qualified leads into Deals without re-entering their history.
The AI involved
AI discovers and researches companies, extracts contact information with sources, and plans and writes a personalized outreach journey. Configurable fit scoring helps your team prioritize.
Business KPIs
- Researched contacts
- Outreaches
- Replies
- Response rate
02Deal management
Qualify, nurture and help your team close at scale.
Keep the research, relationships and next action together. Give every deal a clear owner and a personalized follow-up—not another entry in a forgotten spreadsheet.
A clear next action for every dealIllustrative product walkthrough
Qualify with context
Convert a reviewed lead into a deal with company, contacts, research and attribution intact. Use the company profile and fit score to guide your team's qualification.
Nurture with a reason to respond
Use AI-assisted follow-up and approved case studies to create relevant moments. Keep contact history, due tasks and follow-up sequences beside the deal.
Prepare the next decision
Move deals through owned stages, prepare branded term sheets and track versions. Collect documents and assemble the handoff packet; your people close and fund.
The AI involved
AI refreshes company research and drafts research-backed follow-up messages. Your team decides fit, selects relevant case studies, approves outreach and prepares proposals.
Business KPIs
- Qualified deals
- Pipeline value
- Days in stage
- Win rate
03Referral partners
Grow the relationships that bring you business.
Find new referral sources and manage the partners you already know. Connect each relationship to the leads and deals it produces.
Connect referral relationships to their resultsIllustrative product walkthrough
Discover relevant partners
Research referral firms separately from customer prospects, review their profiles and save the partners that fit.
Keep relationships on the record
Manage partner contacts, activities and referral attribution. Give partners their own branded portal for submitting and following their deals.
See each partner's contribution
Use partner reports and statements to understand deal production and give your team context for the next relationship conversation.
The AI involved
AI-assisted partner discovery researches relevant brokers, accountants and advisers in your target geography. Relationship ownership and partner follow-up remain with your team.
Business KPIs
- Partner-sourced leads
- Partner-sourced deals
- Funded volume by partner
Support every customer journeyCapture interest.
Capture interest.
Keep the conversation going.
Connect campaign pages and approved content to the same leads, contacts and deals your sales team already works.
Turn campaign interest into qualified leads.
Create a branded landing page with a clear offer and lead form for the campaign or industry your team is working.
Form submissions create scored leads. Contacts who provide consent can enter the selected follow-up sequence.
Keep the journey from visit to lead, deal and recorded funded outcome attached to the page and campaign.
The AI involved
Research-backed AI outreach can support the contact's follow-up. Page publishing, form scoring, consent-based enrollment and attribution use defined rules—not AI guesses.
Business KPIs
- Funnel visits
- Form submissions
- Visit conversion
- Funnel-sourced deals
Put useful proof behind every sales conversation.
Manage reusable content and case studies through a review workflow, so the sales team has material it can confidently use.
Plan content on the calendar and organize campaigns with tracking codes. Pair the campaign with focused landing pages and contact outreach.
Connect recorded lead campaign tags to deal outcomes. Evaluate pipeline contribution, not just how much content was produced.
The AI involved
AI outreach drafts can draw on your approved material and company research. Your team owns content approval and campaign planning; the calendar is planning-only.
Business KPIs
- Campaign-sourced leads
- Attributed deals
- Attributed funded volume
06 · CockpitSee what’s working.
See what’s working.
Sharpen what comes next.
Cold outreach, deals and marketing in one daily view. Work waiting replies and due tasks, then use recorded results to refine your next campaign.
Business KPIs
- Response rate
- Pipeline value
- Overdue actions
- Funnel conversion
The AI involved
The dashboard measures work from AI research and outreach alongside recorded deal outcomes. Reporting is record-based; targeting and campaign changes are team-directed today.
Measures show recorded activity—not guaranteed deal flow or revenue.
One platform. Two ways to run it.All the modules.
All the modules.
One flat monthly fee.
Unlimited users. No per-seat fees. No percentage of your funded deals. Choose the platform on its own, or help operating your initial outreach.
Your team runs it.
$500 / month
$500 one-time setup
- All six modules and unlimited users
- Your team researches, reviews and sends
- Email support
We run the initial outreach.
$1,250 / month
$1,000 one-time setup · Three-month minimum
- Everything in self-service
- List generation, approved by you
- Outreach crafted, sent and initially operated
Your team handles interested replies, calls, proposals and closing.
Usage is managed, not unlimited: planning guardrails are approximately 750 researched prospects and 10,000 emails per month. Research depth and deliverability affect capacity; agree any increase before sending beyond the guardrails.
A few practical answersClear scope.
Clear scope.
Clear expectations.
What does Upfront do—and what stays with us?
AI researches companies and drafts personalized outreach. Your team reviews, approves, handles replies and closes deals. Upfront supports that work; it does not make credit decisions, fund receivables or service accounts. Your people do the selling and keep the funding.
Does it automatically learn and scale campaigns?
Recorded replies, attribution and deal outcomes help your team refine targeting and messaging today. An autonomous algorithm that learns the audience and adjusts campaign volume is not live yet. Research-backed personalization and record-based reporting are available now.
Which outreach channels are included?
Email and LinkedIn connection activities, with optional manual calls. LinkedIn steps are completed on LinkedIn; call steps provide talking points and activity logging. Cold outreach does not include text messaging. Email is review-first and subject to delivery settings, consent checks and opt-outs.
Do you guarantee deal flow or funded revenue?
No. The platform helps your team research, reach and follow up consistently, with visibility into results. Replies, qualification, close rates and revenue depend on your audience, offer, outreach, deliverability and sales follow-through.
See your sales process in UpfrontBring a target market.
Bring a target market.
Walk through the whole journey.
Explore list building, personalized outreach and deal follow-up—then see how your team measures the results.