卖什么
面向金融和保险顾问的AI销售操作系统：合规AI智能体可转录客户会议、处理日常后台事务、辅导销售并接听来电。
商业模式拆解
买家：谁掌握预算？
Insurers, distributors, brokerages and independent brokers
触发点：什么让他们现在购买？
Pressure on advisors to scale and professionalise; existing tools and compliant AI have not kept pace
工作流：什么输入变成什么输出？
Client meetings, documentation, back-office admin, inbound calls
经济账：省了什么，怎么收费？
About five hours per advisor per week saved; up to 10% more revenue
渠道：怎么接触到客户？
Self-serve start in 3 minutes for Pro/Performance; demo for Enterprise; CRM integrations (Ameise, ProfessionalWorks); 3,500+ advisors; EUR 2.8M seed led by HTGF.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| 2026-10-15 | 种子轮 | €2.8M | — | news.google.com |
| 2026-10-15 | 种子轮 | €2.8M | — | arcticstartup.com |
| 2026-10-08 | 种子轮 | €2.8M | High-Tech Gründerfonds (HTGF) and Insurtech Gateway (co-leads), Seed X, Lucid Capital, angels incl. Herbert Rogenhofer (ex-HDI CEO) and Tech11 founder | tech.eu |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.