For B2B tech, from pre-seed to PE-backed

Applied AI and GTM,
engineered forward.

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05 / 05 - Enterprises and PE

Enterprise and PE

What caps growth here

The number is global and the systems are not. Every unit runs its own version of the motion.

What we build at this altitude

  • One commercial data layer
  • Governance that lets automation run
  • Forward-deployed pods
  • Run to a service level

We know the terrain at every altitude.

Software doesn't
deploy itself.

Someone technical has to sit inside the company and carry AI from a demo to a process. That is a forward-deployed engineer.

Understand Design Build and integrate Deploy Business needsProblems · goals · workflows Working technologyAgents · integrations · pipeline Forward-deployed engineer Inside your team, on your systems, until it runs
Understand
Align on business needs and context
Design
Define the solution and approach
Build and integrate
Build, integrate and test on your systems
Deploy
Roll out, monitor and scale
Business needs
Problems · goals · workflows
Forward-deployed engineer
Inside your team, on your systems, until it runs
Working technology
Agents · integrations · pipeline

From audit to a system
your team runs.

Four steps. Each one leaves something running in your environment.

AI and GTM readiness audit

Three weeks on evidence. Where the ceiling is, and what to build first.

ICP from won/lostData healthPermissionsRepeated work in hoursBaselines
Ceiling auditFindings register

Track key findings, prioritize impact and drive resolution.

Week 3
11baselines
412 hrepeated work / mo
18%duplicate accounts
Findings· 5 itemsAreaImpactPriority
56 of 253 event leads reach the CRMSync
P0
Three definitions of "customer"Data
P0
Shared service loginsAccess
P0
Pre-call research · 3 h/rep/weekSales
P1
Invoice matching by hand · 140 h/moFinance
P1
Reverse ICPBFSI + manufacturing · 2.1× win rate
  • High intent industries
  • Larger deal size
  • Shorter sales cycles
Build ordersync fix → data layer → research agent
  • 1
    Sync fixStabilize data flow and reduce errors
  • 2
    Data layerStandardize and enrich core data
  • 3
    Research agentAutomate pre-call research at scale
ArchitecturePre-call research agent

From meeting to CRM, powered by context and automation.

Approved
INLETMeeting booked
READCRM · notes · news
AGENTDraft brief
GATE< .7 → human
WRITESalesforce
Permissionsinherits the rep's scope
OK
  • Reads CRM data
  • Accesses meeting notes
  • Uses public company data
Risk tierTier 3
Spot check
  • Handles sensitive dataYes
  • External data usageLimited
  • Human-in-the-loop< 0.7 confidence
Eval plan120 cases · 90%
Set
90%
  • 108 passed
  • 10 failed
  • 2 in review
SecurityResidency · audit log
Signed off
  • Data residency compliant
  • Audit logging enabled
  • Access controls enforced

Design and architect

The flow on paper, signed off by security and ops before anything is built.

Inlets and gatesData each agent readsInherited permissionsRisk tierEval plan

Deployment

Engineers inside your CRM, cloud and data. One change shipped a week, trained the same day.

Weekly shipsTrained in the real screenEvaluated on real casesIn the system of record
Deployment · 12 weeksWeek 6
W1W2W3W4W5W6W7W8W9W10W11W12
shippedin reviewplanned
Week 2Sync fixerror queue live · 0 dropped
Shipped
Week 3Account dedupe2,140 merged
Shipped
Week 5Routing with SLAs14 LDRs trained same day
Shipped
Week 6Research agenteval 94% · gate < .7
In review
Learning and Optimization · Month 4

Performance trends and opportunities for improvement.

Leadership view
2,248 hhours returned
+32%vs last month
−61%cost per task
−61%vs last month
6% ↓override rate
−6%vs last month
Hours returned · weekly
Hours returnedModel changeEvals re-run
3K2K1K0W1W2W3W4W5W6W7W8
Model update+28% hours returned
Agent performanceMonth 4
AgentAccuracyTo humanOwnerTrend
Pre-call researchFind company context and draft briefs94%6%Sales Ops+12%
Ticket triageRoute and summarize support tickets96%9%Support+18%
Invoice matchingMatch and extract invoice data99.1%0.8%Finance+6%

Learning and optimisation

A weekly loop, evals re-run on every model change, and an internal owner before we step back.

Weekly loopEvals on model changeRegisterRunbooksInternal owner
Built on the platforms you already own.
AWS
Google Cloud
Microsoft Azure
OpenAI
Anthropic
DigitalOcean
Snowflake
Databricks
NVIDIA
Vercel
Cloudflare
Gemini
Claude
HubSpot
n8n
Notion
LinkedIn
Zapier
Make
Airtable
HeyReach
Gong
Cal.com
Supabase
LangChain

The engines we build,
end to end.

Real workflow maps from real engagements, anonymised. Click a map to bring it forward; hover to scroll through it.

Cybersecurity GTM engine workflow map
Allbound engine workflow map
LinkedIn inbound-led outbound workflow map
Technographic TAM workflow map
Dev-tool PLG signal-to-pipeline workflow map

The Enterprise AI stack

05
Outcomes · what the business sees
Pipeline, engineeredGTM engineering
Hours returnedapplied AI, per department
Decisions with evidenceforecast · risk · intelligence
A team that runs ithand-over · runbooks · owners
04
Applied AI · act

Agents and workflows, inside the system of record

Co-worker agents per process, with a human in the loop wherever confidence drops.

Plan→Typed tools→Score confidence→Route to a human below threshold→Write back to CRM, ERP, ticketing
Forward-deployed
03
Build and prove

Context, evaluation and governance

Nothing ships without evidence, a release gate and an audit trail.

Retrieval with citationsTest sets of 50–200 real casesRisk tiers and release gatesCost per taskAudit logModel-change playbook
Forward-deployed
02
Foundations

Identity, permissions and the data layer

The layer every agent stands on, and the one that breaks first.

Agents inherit the user's accessOne ID per customer across systemsOne definition per metricLineageError queues
01
What you already own

Your systems, your cloud, your signals

Nothing replaced. Everything connected. Models stay swappable.

CRMERPTicketingProduct dataWarehouseFiles and emailExternal signals
HubSpot
Salesforce
Clay
Snowflake
Databricks
Notion
Zendesk
Jira
Google Cloud
Anthropic
OpenAI
AWS

How we visualise Applied AI across departments.

One shape every time: a named process, a co-worker agent on the repeated part, a human who keeps the decision, and a number measured before and after.

Account priority40 accounts
14hot17warm9nurture
NurtureCall this week
Revenue AI co-workerLive
Pipeline per rep · 12 weeks
Deal risk detectedAcme · stage age 41d · no activity
gate
Pre-call briefs14 sources · 9 reps
24
Routed with SLAtier 1 → AE · tier 2 → LDR
142
Champion tracker46 watched
PN
Priya N.moved to Vantage · day 18
warm
MO
Marcus O.new CRO · Northline
warm
LK
Lena K.promoted · same account
watch
OS
Omar S.left Halden · open deal
alert
LinkedIn + CRM signals · live
Revenue AI co-worker: research, routing, deal risk and champion tracking inside Salesforce and HubSpot, measured in prep time per rep and stage conversion.
Finance AI co-workerLive
4,120invoices matched
31exceptions → controller
−6 ddays to close
PO 4471 ↔ INV 09323-way match · receipt confirmed
auto
Vendor Halden · amount drift+4.2% vs PO · human review
gate
Spend anomalyduplicate SaaS licences · $18k
flag
Auto-matched, no human touch96%
Days to close · 8 months−6 d
M1M8
Finance AI co-worker: invoice matching and spend anomalies, exceptions only to a human.
Support AI co-workerLive
Classify→Draft→Human sends→KB gap
#8821 · P2 · billingdraft ready · confidence .91
send
#8823 · P1 · outage?confidence .58 → human
gate
#8824 · P3 · how-toKB article matched · confidence .94
send
−42%time to resolve
96%accuracy, test set
9%sent to human
Median time to resolve · 8 weeks−42%
Wk 1Wk 8
Support AI co-worker: triage, drafts and knowledge gaps; the agent never sends.
Forecast accuracy
96%vs 81% manual
AI forecastManual 81%
Forecast error by quarter4.1%
Q1Q2Q3Q4
Ops and legal co-workerLive
MSA · Vantage3 clauses outside playbook
lawyer
Demand forecastupdated · error 4.1%
done
Vendor monitorfiling flagged · supplier B
watch
Renewal risk · Cedarauto-renew in 18 d
flag
Decision stays with a person
Ops and legal co-worker: contract clauses, forecasts and vendor risk, with the decision kept human.
SalesPre-call research, deal risk↗ Prep time per rep
MarketingEnrich and route in seconds↗ Speed to first touch
Customer successChurn risk, QBR prep↗ Net retention
SupportTriage, drafts, KB gaps↗ Time to resolve
FinanceInvoice match, anomalies↗ Days to close
LegalClause flags, obligations↗ Review turnaround
OperationsForecast, vendor monitor↗ Forecast error
PeopleScreening, policy Q&A↗ Time to hire

Not a demo. A shift.

Follow one request through an agent we run inside your stack: what it reads, how it decides, where a person signs off, and what it writes back.

Swipe to follow the flow
Runs on what you own. Your cloud, your ERP and CRM, your data. Nothing migrates.Sample data shown.

You will not spend the first month teaching us your category.

  • ASPM, container and cloud security, data security, identity
  • Category creation without RSA-speak
  • The analyst layer, and when it is worth the spend
  • PLG to enterprise handoff design
  • Consumption pricing and expansion revenue
  • Marketplace co-sell across the major clouds
TRIGGERSACCOUNTBUYING COMMITTEENew CISO hireCompliance deadlineIncident disclosedStack changeAccountscored, prioritisedCISOSecurity engineeringPlatformProcurement, legalTechnical proof and practitioner credibility, not gated content.
BOTTOM-UPTHE HANDOFFTOP-DOWNDevelopersRepo, installs,docs, communityChampion identifiedSecurity andlegal reviewWhere devtool revenue disappearsEnterprisecontractConsumptiongrowth andmarketplace co-sell,where most value sitsTop-down procurement pulls against bottom-up adoption.
Certified partners
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Certified on the tools
we build with.

Partner-level and certified across the GTM and AI platforms in your stack, so the people on your engagement already know the tools.

10
certifications and partner tiers
10
platforms
Top 1%
of Clay experts globally
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Clay

Top 1% of Clay experts globally, certified three times over.

Clay University CRM Enrichment CertificationClay University Automated Outbound CertificationClay University Automated Inbound Certification
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HubSpot
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AI Ark

Founders on the calls.
Engineers
in the stack.

Top 1% GTM experts, enterprise and cloud transformation leaders, applied AI and forward-deployed engineers. No bench, no juniors.

Portrait of Sachin Jha, co-founder and CEO of UNKAPPED
Sachin Jha
CO-FOUNDER · CEO
Portrait of Lakshmi Sindhuri, co-founder and COO of UNKAPPED
Lakshmi Sindhuri
CO-FOUNDER · COO
Portrait of Neeraj Kumar, co-founder and CTPO of UNKAPPED
Neeraj Kumar
CO-FOUNDER · CTPO

What UNKAPPED is,
in plain terms.

We find what is capping the number, build the system that removes it, and run it until the result holds.
What does UNKAPPED do?

UNKAPPED is a GTM and engineering partner for companies from pre-seed to enterprise. We find what is capping revenue, then build and run the system that removes it. The work spans three disciplines: growth systems, covering GTM engineering, revenue operations, ABM and demand; applied AI, covering workflow automation, revenue agents and forward-deployed engineers; and leadership presence, covering founder and executive storytelling and product marketing.

Both, and the building is the larger half. A consultancy hands over a recommendation. We name the constraint, engineer the system inside your own environment, run it to an agreed standard, and train your team to own it. What is built sits in your accounts and outlives the engagement.

An agency sells activity by the month, and little of what it produces is built inside your environment, so little of it survives the contract. We sell a named result, measured against the number on a baseline agreed up front.

It is how most engagements start: a short, fixed-scope read of how ready your go-to-market and AI foundations are to scale, and what is most likely capping growth. The findings are yours whether or not we work together. We walk through the detail on a first call.

Revenue agents are AI agents that run parts of the commercial process inside your existing systems, such as enrichment, routing, forecast hygiene, research and drafting, with evaluations and human review gates. Forward-deployed engineers are named UnKapped engineers who build and run those systems inside your environment, then hand them to an owner.

Both. From pre-seed to Series C the problem is usually the number: how to reach it, and what has to be true. In mid-market and enterprise it is usually the process between teams. The method is the same; what we build changes with the altitude.

They are pointed at the product, and they should be. Commercial systems are a different surface, and borrowing product engineers costs roadmap. Our forward-deployed engineers work in customer stacks every week and are scored against a skills matrix before they meet a customer.

A hire lands about two quarters after the need, with one discipline, where most constraints need three or four. Hire once the constraint is named and the system exists, so the person you hire inherits something that works rather than a blank page.

Founder and executive storytelling for technical companies. We write and run content across LinkedIn, Substack and X, engage every day with the accounts and investors that matter, and handle positioning and product marketing, so the people buying from you have heard of you first.

A senior engineer who sits inside your team and your systems, maps the real workflow, builds on what you already own and stays until it runs in production. Then hands it over with a runbook and a named internal owner. Not a consultant with a deck, not an agency with a dashboard.

AI attached to one named business process, running on your own data and systems, with an owner, a human review gate and a number it is measured on. A chat licence is not Applied AI. An agent that triages tickets inside your helpdesk, scored against last quarter's tickets, is.

Treating pipeline as a system rather than a campaign: data resolved once, signals scored with a reason, routing with SLAs, plays by tier, results looped back into scoring every week. Built inside your CRM, not beside it.

Most tools sit on the same messy data and act outside the system of record, which is why they become shelfware. Buy for generic, high-volume tasks. For anything cross-functional or tied to your own process, build on what you own.

A baseline before the build, then hours returned, cost per task, accuracy against a test set, override rate and the revenue line it touches, on a monthly register your leadership reads.