Loopio
Loopio is a Toronto-based B2B SaaS company that provides AI-powered response management software for RFPs, security questionnaires, DDQs, and proposals to 1,700+ global enterprise customers across technology, financial services, insurance, healthcare, and professional services.
- Company typePrivate
- Founded2014
- HeadquartersToronto, Canada
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What Loopio does
Loopio Inc. is a Toronto-based B2B SaaS company founded in 2014 by Zak Hemraj (CEO) and Matt York, providing AI-powered response management software for RFPs, RFIs, security questionnaires, DDQs, and sales proposals. The platform is anchored by "Response Intelligence," a proprietary AI trained on more than a decade and 500,000+ projects of RFx response data, and is organized into four modules — Confident Answers, Effortless Projects, Seamless Collaboration, and Strategic Insights — plus use-case solutions for RFPs, Security Questionnaires, and DDQs. The product integrates with 80+ enterprise content sources (SharePoint, Google Drive, Salesforce, Confluence, Notion, Slack, etc.) and ships enterprise-grade security (SOC 2 Type II, ISO 27001, ISO 42001, GDPR, CCPA, SAML 2.0 SSO) suitable for regulated industries.
The company sells primarily through a sales-led enterprise motion anchored on a "Book a Demo" CTA, supplemented by inside sales for mid-market, a global Partner Program, and self-serve/community channels including RFP Academy, Response Insiders, and the annual Loopicon user conference. Revenue is generated through per-seat tiered subscriptions (Foundations, Enhanced, Enterprise) with annual or multi-year billing, plus professional services for onboarding and enablement and channel resale. Loopio serves 1,700+ global brands including Cisco, Goldman Sachs, Barclays, Siemens, American Express, Salesforce, DocuSign, Zendesk, HubSpot, KPMG, PwC, and SCOR. As of March 2026 the company employed approximately 300 people following a 12% workforce reduction. The company has raised approximately $208M across disclosed rounds, including a $200M growth round led by Sumeru Equity Partners in March 2021, and acquired Avnio (rebranded Loopio for Salesforce®) in May 2023.
Loopio firmographics
Firmographics- Name
- Loopio
- Legal name
- Loopio Inc.
- Website
- https://loopio.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Loopio is a Toronto-based B2B SaaS company that provides AI-powered response management software for RFPs, security questionnaires, DDQs, and proposals to 1,700+ global enterprise customers across technology, financial services, insurance, healthcare, and professional services.
- Ownership category
- akta.pro rank
Loopio industry classification
Industry- Product category
- RFP and Response Management Software
- NAICS
- Computer Systems Design and Related Services (5415), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Contract Lifecycle Management (CLM) & Document Generation/Templating (HDAEAGAL)
- akta.pro secondary industry
- Augmented Analytics & AI-Assisted BI (NLQ/NLG, Insights) (HDAEAMAD)
Keywords
Where Loopio is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Loopio business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS (per-seat tiered): Recurring SaaS subscription priced per seat across Foundations (10-seat entry tier), Enhanced, and Enterprise packages. Pricing is flat rather than volume-based — DocuSign selected Loopio partly because pricing would not vary with RFP volume, enabling predictable land-and-expand.
- Professional Services (Onboarding & Enablement): Recurring enablement services delivered by named Enablement Managers and Customer Success Managers: content structuring, duplicate entry elimination, export template setup, and response process auditing — sold as part of implementation and ongoing account management.
- Channel / Partner Resale: Indirect revenue through Loopio's Partner Program and Partner Directory, enabling resellers, SIs, and technology partners to deliver Loopio as part of broader revenue enablement or tech stack deployments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Annual | Foundations tier — entry-level for smaller sales-led RFP teams, includes 10 seats. |
| Per seat | Annual | Enhanced tier — for mature, collaborative proposal teams. |
| Per seat | Multi-year contract | Enterprise tier — for large, multi-unit organizations. |
Go-to-market motion4 records
Distribution channels6 records
Marketing channels11 records
Loopio product offering
Product offeringCore offering
Loopio provides an AI-powered response management platform that helps enterprises automate the creation, collaboration, and submission of RFPs, RFIs, security questionnaires, DDQs, and sales proposals. The platform centralizes a vetted content library, uses a proprietary AI called Response Intelligence to draft and tailor answers, and connects to 80+ enterprise content sources (SharePoint, Google Drive, Salesforce, Slack, Confluence, etc.). Pricing is per-seat subscription across Foundations, Enhanced, and Enterprise tiers.
Product overview
Loopio offers a single unified response management platform rather than separate point products. The core Loopio Platform brings together four modular capabilities — Confident Answers (AI-driven content automation), Effortless Projects (proposal/project automation including SmartScan and SmartFill), Seamless Collaboration (SME routing, Business Units, Microsoft Copilot integration), and Strategic Insights (AI-powered analytics and reporting) — all underpinned by Loopio's proprietary "Response Intelligence" AI. Use-case solutions (RFP Automation, Security Questionnaire Automation, DDQ Automation) and integrations such as the Loopio <> Unleash Connector extend the platform into specific workflows.
Differentiator
Problem solved
Functional benefit
Brands
- Response Intelligence: Loopio's proprietary, purpose-built AI technology for response management, trained on more than 10 years of Loopio's response data and best practices to power drafting, editing, summarization, tailoring, and expert recommendations across the platform.
Products and services
- Loopio Platform Flagship response management platform used by enterprises to streamline RFPs, RFIs, DDQs, and security questionnaires; bundles content automation, project automation, collaboration, and analytics modules underpinned by the proprietary Response Intelligence AI.
- Response Intelligence (Loopio AI) Loopio's purpose-built proprietary AI trained on 10+ years of RFx data, more than 500,000 projects, and millions of answers; powers Draft, Edit, Summarize, Tailor, Collaborate, and Understand stages across the platform.
- RFP Automation Software Use-case solution built on the Loopio platform for automating RFP responses, with Proposal Summary & Checklist, SmartScan document parsing, Automated Answers, and the centralized Content Library.
- Security Questionnaire Automation Use-case solution for automating security questionnaire responses (SIG, CAIQ, HECVAT), with vetted answers, automated SME assignments, and AI-driven handling across PDFs, Excel, and vendor risk portals.
- DDQ Automation Software Use-case solution for Due Diligence Questionnaire workflows (ODD, LP, SIG) targeting financial services and investor relations, featuring Merge Variables for dynamic content, compliance-driven answers, and audit-ready response workflows.
- Loopio <> Unleash Connector Joint integration with enterprise AI search platform Unleash combining Unleash's Retrieval-Augmented Generation (RAG) engine with Loopio's response automation to surface internal content from 80+ enterprise data sources.
- Loopio Copilot Agent Microsoft Copilot 365 agent that lets users refresh answers, create library content directly from Copilot Chat and MS Teams, and access vetted Loopio content when drafting in Word, PowerPoint, or Teams.
- Loopio Browser Extension (SmartScan / SmartFill for Portals) Browser extension that connects Loopio to dozens of leading procurement and risk-assessment portals (SAP Ariba, Coupa, OneTrust, Dasseti, DiligenceVault, Venminder, ProcessUnity), enabling one-click SmartScan import of questions and SmartFill auto-population of vetted answers back into the portal.
Companies that use Loopio
Customer profileNamed customers45 records
Segments13 records
Ideal customer profiles2 records
Loopio technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration22 records
AI capability8 records
Feature7 records
Loopio partnerships and signals
Strategic signalPartnerships
19 partnerships are on record, tiered flagship and core.
- UnleashflagshipLoopio and Unleash launched the Loopio <> Unleash Connector in July 2025 — a joint solution that combines Unleash's Retrieval-Augmented Generation engine with Loopio's response automation to surface internal content from 80+ enterprise data sources (Salesforce, Google Drive, Confluence, SharePoint, Slack, Notion). Enables faster, higher-quality RFP responses by eliminating manual content searches and enabling content reuse through Loopio's response library.
- SalesforceflagshipLoopio integrates with Salesforce CRM to streamline RFP hand-offs, track project progress, and unlock RFP metrics — including open pipeline from RFPs, win rates, and reportable insights directly within Salesforce.
- HubSpotcoreLoopio integrates with HubSpot CRM to allow sales reps to start proposals directly from HubSpot with client details mapped automatically into Loopio.
- Microsoft Dynamics 365coreLoopio integrates with Microsoft Dynamics 365 CRM to ensure integration across the revenue engine.
- SlackflagshipLoopio integrates with Slack so proposal teams can stay on top of deadlines and access reusable RFP answers without ever leaving Slack — including SME notifications and approvals.
- Microsoft TeamsflagshipLoopio integrates with Microsoft Teams for in-workflow collaboration, SME responses, and deadline notifications within Teams.
- SharePointflagshipLoopio connects to SharePoint as a content connector, enabling customers to leverage internal documents directly in RFP responses.
- Google DriveflagshipLoopio connects to Google Drive to attach graphs, reports, and images to proposals and to use Drive content as a response source.
- OneDrivecoreLoopio integrates with OneDrive for cloud storage attachment and content sourcing within proposals.
- BoxcoreLoopio integrates with Box for cloud storage attachment of supporting files in proposals.
- SeismicflagshipLoopio integrates with Seismic to deliver seamless content import/export to sales enablement platforms, and to push approved Loopio projects into digital sales rooms.
- HighspotflagshipLoopio integrates with Highspot for sales enablement content import/export and to push approved Loopio projects into digital sales rooms.
- OktaflagshipLoopio integrates with Okta for SAML 2.0 Single Sign-On (SSO) and identity management.
- OneLogincoreLoopio integrates with OneLogin for SAML 2.0 SSO and identity management.
- Microsoft AzureflagshipLoopio integrates with Microsoft Azure for SAML 2.0 SSO and ADFS-based authentication.
- Auth0coreLoopio integrates with Auth0 for SSO and identity management.
- Google SSOcoreLoopio offers Google SSO authentication as a single sign-on option.
- Microsoft Copilot 365flagshipLoopio integrates with Microsoft Copilot for Microsoft 365, including a Loopio Copilot Agent that lets users refresh answers, create library content directly from Copilot Chat and Teams, and access vetted Loopio content when drafting in Word, PowerPoint, or Teams.
- Loopio Partner Program (global channel)flagshipLoopio operates a global Partner Program with a Partner Directory where resellers, system integrators, technology partners, and referral partners scale RFP programs, support customer deployments, and extend the Loopio tech stack.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Loopio competitors and assessment
Company assessmentDirect peers
- Responsive (formerly RFPIO): Responsive is the most direct competitor to Loopio in the RFP and proposal automation space, offering AI-powered response management, a content library, and integrations with Salesforce, Slack, and Microsoft. Both companies compete head-to-head for enterprise bid and proposal teams and are routinely named alongside each other in market reports.
- Qvidian (Upland Software): Qvidian is an established RFP and proposal automation platform owned by Upland Software, serving enterprise sales and bid teams with response automation, content libraries, and analytics. It competes directly with Loopio in mid-market and enterprise RFP software deals and is named in the same market coverage.
- PandaDoc: PandaDoc is a document automation and e-signature platform with proposal management capabilities, content libraries, and CRM integrations. It overlaps with Loopio in proposal authoring and response workflows, particularly for SMB and mid-market sales-led teams, though it emphasizes contract execution.
- Proposify: Proposify is a proposal management software focused on creating, sending, and tracking business proposals, with template libraries and electronic signature. It competes with Loopio in the SMB and mid-market proposal automation segment and is named alongside Loopio in RFP market coverage.
- Better Proposals: Better Proposals is a proposal automation tool with content libraries, branded templates, and online signing, primarily serving SMB sales teams. It competes with Loopio's Foundations tier for entry-level proposal automation buyers and is named in the same market coverage.
Broad incumbents
- Seismic: Seismic is a leading sales enablement platform with content management, sales playbooks, and digital sales rooms, integrating with Loopio as a flagship partner. It is comparable because it sits in the same buyer stack and could absorb RFP/proposal workflows natively, making it a potential displacement risk for Loopio.
- Highspot: Highspot is a major sales enablement and content management platform with AI-powered content recommendations and sales coaching, integrating with Loopio. Comparable to Loopio as a competing buyer budget line and an incumbent that could expand into RFP automation.
- Microsoft 365 Copilot: Microsoft 365 Copilot is a general-purpose AI productivity suite embedded in Word, PowerPoint, Teams, and Outlook, with a Loopio Copilot Agent already launched inside it. It is comparable because it provides the most accessible alternative for content drafting and could erode Loopio's AI drafting moat if grounded well in customer content.
- Salesforce Sales Cloud (with proposal / CPQ features): Salesforce Sales Cloud and adjacent CPQ / document automation capabilities (Apttus/Conga legacy, Salesforce CPQ, document generation features) compete for the same enterprise budget allocated to proposal and sales workflows. Loopio is a flagship Salesforce integration partner, making Salesforce a complementary incumbent today but a potential bundling risk over time.
Emerging players
- Bidhive: Bidhive is an emerging bid and proposal management tool focused on SMB and mid-market teams, with bid pipeline tracking, content libraries, and proposal automation. It overlaps partially with Loopio's mid-market and SMB Foundations tier and represents a smaller, more price-sensitive challenger in adjacent geographies.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Loopio social profiles
Digital presenceLoopio financial estimates
Financial estimateRevenue estimate
Valuation estimate
Loopio leadership team
Management profileNumber of profiles
Profiles4 records
Loopio funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Loopio M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Loopio
What does Loopio do?
Loopio provides an AI-powered response management platform that helps enterprises automate the creation, collaboration, and submission of RFPs, RFIs, security questionnaires, DDQs, and sales proposals. The platform centralizes a vetted content library, uses a proprietary AI called Response Intelligence to draft and tailor answers, and connects to 80+ enterprise content sources (SharePoint, Google Drive, Salesforce, Slack, Confluence, etc.). Pricing is per-seat subscription across Foundations, Enhanced, and Enterprise tiers.
Is Loopio a public or private company?
Loopio is a private company. It is classified as venture growth investor backed and is currently operating.
When was Loopio founded?
Loopio was founded in 2014. It employs 251 to 500 people.
Where is Loopio based?
Loopio is headquartered in Toronto, Canada, in the North America region.
How does Loopio make money?
Three revenue lines are on record. Subscription SaaS (per-seat tiered) is the primary driver. The others are professional Services (Onboarding & Enablement) and channel / Partner Resale.
Who are Loopio's main competitors?
Direct peers on record are Responsive (formerly RFPIO), Qvidian (Upland Software), PandaDoc, Proposify and Better Proposals. Broad incumbents are Seismic, Highspot, Microsoft 365 Copilot and Salesforce Sales Cloud (with proposal / CPQ features). Bidhive is listed as an emerging player.
Does Loopio have an API?
Yes. Loopio offers a public API that allows customers to build custom integrations with their tools. The Zendesk case study describes a custom API integration that connects official customer-facing documentation directly into the RFP workflow. An FAQ/blog post covers frequently asked questions about the API. No explicit protocol (REST/GraphQL), authentication, rate limits, or sandbox details are stated in the source. Developer documentation is at loopio.com/blog/api-frequently-asked-questions.
What industry is Loopio in?
Loopio's product category is RFP and Response Management Software. Its primary akta.pro industry code is HDAEAGAL, Contract Lifecycle Management (CLM) & Document Generation/Templating, with a secondary code of HDAEAMAD, Augmented Analytics & AI-Assisted BI (NLQ/NLG, Insights). Its NAICS code is 5415 and its SIC code is 7372.