Stop losing deals to
“send me an email.”
You send the deck — it disappears into a black hole. Too much to read. They want to ask, not hunt through slides. DealCompanion lets them talk to an AI that knows their situation, your product, and what you talked about — looping you in when necessary.
A prospect getting technical answers on their own time — no relay through the seller required.
- ① Custom-field filtering: yes, all roles. Filter views save and share across the team.
- ② Webhooks fire on every stage transition — not just close-won. Full event list in the dev docs.
- ③ Concurrent edits: last-write-wins with a 3-second conflict-detection warning. Sarah's notes from your Apr 18 call flagged you'd prefer optimistic locking — that's on our Q3 roadmap.
The problem
The dead-end
everyone hates.
Can you send me an email about this?
Eight words that kill the deal. You send the one-pager, the deck, the case studies — and everything gets swallowed by the black hole. No reply. No context. No clue what they actually cared about.
BTW
This is already happening.
That PDF you sent? Your prospect pasted it into ChatGPT.
An AI is already having a conversation about your deal — one that doesn't know your pricing, your positioning, or what you agreed on the call. And you're not in the room.
The only question is whose AI.
A short letter
From someone who's been on
both sides of the deal.
Dear salesperson,
You didn't do anything wrong. You had a great call. You sent a thoughtful follow-up with the deck. Three days later, a warm nudge. A week later, another. Then silence. The thread sits in your sent folder next to the other silent threads, and your pipeline quietly turns into a graveyard of "following up on our call."
Here's the part nobody talks about: your prospect probably was interested. They just hit a black hole. It's 10pm Thursday, they have three specific questions the PDF doesn't answer, you're asleep, and a second call feels too heavy. So the deal drifts. The black hole eats another one.
I've watched this happen in my own companies for fifteen years — as a buyer sitting alone with a deck I didn't have time to read, as a seller watching good deals slide. The black hole doesn't care how good your product is.
DealCompanion is the thing I wanted on both sides of the table. A link you send instead of a deck. A room your prospect walks into at 10pm, asks the real questions, gets real answers — and pings you whenever the conversation needs you.
Because buying is already hard work: comparing vendors, managing stakeholders, building eval matrices. Your prospect has a full plate. A DealCompanion takes work off it — not piles more on.
It's the caring choice. Not a deck — more like you assigned someone to their deal. Someone who knows both sides.
No more feeding the black hole.
The fix
Own the AI follow-up.
Don't leak it.
After your call, spin up a DealCompanion in 60 seconds. Your prospect gets one link to a private AI room that knows your pricing, your positioning, and the specifics of their deal. You get the replay.
Create your companion
Click Create DealCompanion. It pulls your notes, the deck, objection-handling, pricing — and learns your voice. Ready in 60 seconds.
Share one beautiful link
No attachments. No PDFs. Just dealcompanion.ai/your-name — a private room, branded for you and your prospect. The caring move: you didn't blast a generic deck, you assigned someone to their deal.
Real conversations, anytime
Prospects ask the hard questions on their time. Your companion answers, cites sources, and quietly escalates to you when it matters.
↳ Source: MSA §4.2
The product
See it in action.
Three views of a live deal — from the seller's dashboard, the buyer's chat, and the replay you get when the dust settles.
Both sides win
A better way for everyone in the deal.
Prospects get space to think. Sellers get signal and control. Nobody gets ghosted.
"Finally — I can explore this on my own time."
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No more 30-min calls for 3-min questionsDrop in at 11pm on a Sunday. Ask the unfiltered question.
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Answers with sourcesEvery claim cites the doc, the call timestamp, or the pricing row it came from.
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Loop in colleagues in one clickShare the room with your CFO; they get their own threaded view.
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Zero-pressureNo follow-up emails. No "just checking in." Just you and the material.
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Someone on your side — who knows both sidesMore like borrowing an employee from the vendor than reading their deck — an expert who knows their product intimately and is there to help you through your work.
Turn dead-ends into warm pipeline.
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Every question answered — even at 2amYour companion handles the easy 80% and gets smarter with each reply.
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Escalate on the things that matterPricing floor, legal edits, competitor mentions — you get a ping, not a transcript.
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See the replayKnow what they asked, when they got stuck, and who else on their team joined.
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See the questions they never bring to youProspects ask AI the "dumb" or detailed questions they'd feel bad emailing you about. You see what they actually got stuck on — not a polite summary.
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Own the AI conversation, don't leak itYour prospect is pasting your deck into ChatGPT anyway. Better that they talk to an AI that actually knows your pricing and positioning.
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Show you cared enough to staff the dealSending a DealCompanion isn't sending a PDF — it's like assigning a dedicated employee to their deal, one who knows both your product and their situation. A generic deck is the opposite signal. Your prospects feel the difference.
Who built it
I built it because I
saw this happen — every week.
Before Okta, I ran an identity verification company. At peak we were 30 people, selling passport-and-biometric verification to Fortune 50 giants — companies like Meta, American Express, and PayPal — the kinds of buyers who are legendarily hard to reach. I personally worked those deals for years. Every pattern on this page, I've lived from the seller's side.
At Okta I joined the core protocols team as a software engineer, shipping and securing the identity infrastructure that sits under most of the Fortune 500.
The same thing killed the good deals every time: a buyer who needed ten minutes of information at 10pm on a Thursday, and a seller who couldn't be there.
DealCompanion exists because after fifteen years of selling, building, and getting ghosted, I couldn't watch another good deal die in the follow-up window.
Shape v1 with me.
I'm bringing on a small group of founding users — sales, ops, and RevOps folks who'll help define what this becomes.
Zero spam. I reply personally within a day.
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A direct line to meNo sales team, no scripts. First conversations are with the founder.
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A seat at the tableFounding users define what v1 becomes. Weekly updates from me.
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Founding-member pricingLocked in before we price publicly — whatever we agree on, you keep.
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A lifetime founder badgeA small thing. But it is a thing.