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Advisr

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Sales operating system for B2B enterprise automation

New York City, United StatesFounded 2017AI
Valuation $10–25M Last recorded · 2021
Revenue $1–10M Latest reported FY
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
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About Advisr

Advisr is a B2B sales operating system designed to enhance the efficiency and effectiveness of sales organizations. Founded in 2017 by Quique Nagle, Jesse Rohland, and Peter Fernquist, the company is headquartered in New York City with a growing office in Bozeman, Montana. Nagle, the CEO, has over 15 years of experience as a founder, operator, and investor in enterprise software, having previously held leadership roles at Collective/Visto, Digital Broadcasting Group, and Operative. Rohland, the CTO, is a lifelong entrepreneur who has founded four startups and held roles at companies like Ghostery and Yahoo.

The company's platform provides a suite of tools that automate pre-sales workflows, enabling sales teams to focus more on strategic relationship-building and selling. Key features include data-driven product recommendations, dynamic generation of client-ready proposals, and workflow automation for tasks like collaboration and approvals. Advisr's technology intelligently matches products to customer needs, helping sales teams to create optimized proposals quickly. This automation streamlines the sales process, reduces the time spent on non-revenue-generating activities, and helps to decrease sales cycles. The platform also offers revenue insights through real-time dashboards for forecasting and performance evaluation.

Advisr serves a variety of clients, particularly in the media, advertising, and technology sectors, including companies like Glacier Media, Beasley Media Group, and AffinityX. The business model is based on providing its technology and expertise to help these organizations increase revenue and market share. The platform has demonstrated the ability to significantly increase proposal creation and order value for its customers. Advisr has formed strategic partnerships and integrations with other technology providers like Operative and Placements.io to create a more connected and seamless sales tech ecosystem. As of February 2022, Advisr had raised a total of $13 million in funding over multiple rounds, with investors including Next Frontier Capital, Granite Capital Group, and Revel Partners.

Source: Dealroom company data

At a glance

Founded
2017
Headquarters
New York City, United States
Sector
AI

Investors

2 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A2 investors entered at this stage

  • NEXT Frontier Capital
  • Granite Capital Management
Team profiled 9 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 4 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
2 countries with
team presence
🇺🇸 United States90.9%
🇹🇷 Turkey9.1%
2 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Advisr on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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