Propense AI

Features and Functions of Propense.ai Include:

Data-Driven Client Insights
Analyzes historical firm data such as past engagements, service patterns, and client similarities to uncover underutilized service opportunities and typical client journeys.

Market Signal Monitoring
Tracks external triggers such as mergers, leadership changes, new funding, or regulatory shifts, surfacing recommendations aligned to timely client events.

Alignment with Firm Initiatives
Incorporates firm-specific growth strategies into its models to ensure recommendations are consistent with organizational priorities.

Whitespace and Opportunity Identification
Helps business development teams locate under-served areas (“whitespace”) within existing clients, segmented by partner, industry, department, or client profile.

Service-Trigger Alerts
Provides real-time notifications when client-related events occur, enabling timely outreach and proactive engagement.

Cross-Functional Strategic Planning
Supports collaboration across business development, marketing, and leadership by connecting internal experts and aligning opportunities with long-term firm goals.

Data Enrichment for Accuracy
Improves recommendation quality when client data is incomplete or inconsistent by integrating external sources (such as RelPro) and offering dedicated analyst support.

Secure, Integrated Deployment
Delivered as a cloud-based solution with no on-premise installation required, supporting integrations with CRMs and billing/time systems, with secure SSO and MFA access.

STAR Billing Integration
When connected to STAR, the platform ingests detailed billing and engagement data to deliver precise recommendations, track partner-level performance, and monitor outcomes in real time.

Firm-Specific Data Isolation
Ensures that each firm’s data remains siloed; no firm’s data is shared or used to train models for others.

Funding Information:
Propense.ai has raised a total of $3M in funding over 2 rounds. Their latest funding was raised in October 2024 from a Venture - Series Unknown round. Propense.ai is funded by 5 investors with  Thomson Reuters Ventures and Harlem Capital as the most recent investors.