SOLO
SOLO provides a unified SaaS sales enablement platform for residential solar, roofing, and HVAC contractors, combining AI-driven 3D rooftop modeling, proposal automation, embedded financing, and e-signature into a single one-visit close workflow.
- Company typePrivate
- Founded2018
- HeadquartersLehi, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What SOLO does
SOLO is a private SaaS company that provides sales enablement software for home improvement contractors, primarily serving residential solar, roofing, and HVAC installers across the United States. Founded in 2018 and headquartered in Lehi, Utah, the company operates a unified proposal management platform built around a "one-visit close" methodology, combining AI-enabled 3D rooftop modeling from point cloud data, an embedded financing marketplace with multiple lenders, automated proposal generation, DocuSign-powered e-signature (SoloSign), and back-office synchronization. SOLO sells industry-specific modules — Solar Studio, Roofing Studio, and HVAC Studio — plus the recently launched Solo Studio, which enables bundled proposals combining solar, battery storage, roofing, HVAC, and energy efficiency upgrades within a single workflow. The platform is protected by two granted U.S. patents (Nos. 12,353,803 and 12,412,005) covering 3D rooftop modeling and automated solar installation proposal generation.
The company distributes through direct enterprise field sales targeting large home improvement companies and inside sales for mid-market accounts, supported by a multi-channel marketing motion that includes content marketing, webinars, SEO, and industry events. SOLO's business model is annual SaaS subscription with quote-based, per-seat pricing, complemented by add-on modules and financing marketplace integrations. The company reports operational scale of more than 6 million proposals generated, over 1 million installations supported, and a customer base exceeding 1,000 solar companies across all 50 U.S. states, with a 98% positive customer opinion score and a customer-reported 15% uplift in close rates. SOLO raised $30M from Bregal Sagemount in May 2022, acquired SolarNexus in September 2023 to extend into post-sale project management, and has built a 25+ partner integration ecosystem spanning CRMs, financing lenders, and project management tools.
SOLO firmographics
Firmographics- Name
- SOLO
- Legal name
- Solo
- Website
- https://gosolo.io
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- SOLO provides a unified SaaS sales enablement platform for residential solar, roofing, and HVAC contractors, combining AI-driven 3D rooftop modeling, proposal automation, embedded financing, and e-signature into a single one-visit close workflow.
- Ownership category
- akta.pro rank
SOLO industry classification
Industry- Product category
- Solar and Home Improvement Sales Enablement Software
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Services-Computer Programming Services (7371), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Low-Code/No-Code Integration Builders (BPAMAOAL)
- akta.pro secondary industry
- Home Office / Studio Additions (HSAPADAI)
Keywords
Where SOLO is headquartered
LocationHeadquarters
- HQ city
- Lehi
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SOLO business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Solo operates as a SaaS platform offering specialized modules (Solar Studio, Roofing Studio, HVAC Studio) for home energy contractors. The platform is sold on a subscription/per-seat basis with tiered pricing for different team sizes and account structures. Additional revenue comes from financing marketplace integration fees and professional support tiers.
- Financing Marketplace Integration: Solo earns revenue through its embedded financing marketplace which integrates multiple lenders (GoodLeap, Mosaic, Sunlight Financial, Sungage, Dividend, Figure, and others). Faster lender integration capabilities position the platform as a unified sales enablement solution.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based SaaS subscription for home improvement businesses |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
SOLO product offering
Product offeringCore offering
Solo sells a unified SaaS sales conversion platform for home improvement contractors in solar, roofing, and HVAC. The platform combines AI-enabled 3D rooftop design, proposal generation, an embedded financing marketplace with multiple lenders, DocuSign-powered e-signature, and CRM/back-office integrations into a single in-home sales workflow. Industry-specific Studio modules (Solar Studio, Roofing Studio, HVAC Studio) and the Solo Studio bundled design solution enable sales reps to standardize the one-visit close and deliver finance-ready proposals on site.
Product overview
SOLO is a sales conversion platform for home improvement businesses, specializing in solar, roofing, and HVAC industries. The platform operates as a unified sales enablement solution built around studio product modules (Solar Studio, Roofing Studio, HVAC Studio) that integrate with a core proposal engine. Solo Studio serves as the self-serve design solution enabling bundled proposals across solar, battery storage, roofing, HVAC, and energy efficiency. The platform includes embedded financing marketplace, SoloSign (DocuSign-powered e-signature), Solo Analytics, and DirectDesign capabilities. An Open API enables custom integrations with external systems. The platform is built around the one-visit close methodology, helping home improvement companies standardize the in-home sales process with guided workflows, AI-enabled designs, real-time financing, and connected operations.
Differentiator
Problem solved
Functional benefit
Brands
- Solar Studio: Trusted solar designs and proposals platform for solar contractors
- Roofing Studio
- HVAC Studio
- SoloSign
- MissionControl
Products and services
- Solo Studio Self-serve design solution that enables solar and home energy professionals to create accurate, finance-ready proposals for solar, battery storage, roofing, HVAC, and energy efficiency upgrades within a single workflow. Integrates Solo's proposal engine, financing marketplace, and compliance tools with AI-enabled in-house design capabilities, allowing contractors to generate bundled proposals independently.
- Solar Studio Studio product module for solar sales enabling standardized proposals, AI designs, financing, and add-ons so solar reps can close with less friction. Generates optimized, customer-facing solar layouts using AI-enabled design tools.
- Roofing Studio Studio product module for roofing sales that pulls design, pricing, financing, and closing documents into one platform, letting reps move from initial conversation to signed agreement in a single visit.
- HVAC Studio Studio product module for HVAC sales that configures complex climate comfort systems and presents good-better-best equipment options instantly on-screen to help grow HVAC businesses.
- On-Demand Proposals Generate a proposal for anything you sell in seconds, enabling rapid proposal generation across various home improvement product categories within Solo's platform.
- Financial Marketplace Embedded financing marketplace with real-time lender quotes and e-signatures directly within proposals. Integrates multiple finance options including Sunlight Financial, Dividend, GoodLeap, Mosaic, Sungage, and others with faster lender integration capabilities.
- Solo Analytics Analytics dashboard providing insights into proposal trends, sales performance, and customer data across the Solo platform.
- SoloSign Automated contract signing solution powered by DocuSign for finalizing contract agreements, capturing digital signatures, and collecting initial deposits directly within the proposal workflow.
- Solar Insure Warranty Integration 30-Year Monitoring and Warranty Product integration for residential and commercial solar projects, providing comprehensive protection including component monitoring, parts and labor, and an insurance-backed transferable warranty as an adder in Solo proposals.
- Solo Open API Public API integration enabling custom development and system connectivity for connecting Solo with external applications and automating data transfer, one-click close, and financing workflows through webhooks.
Quantifiable outcome
- 15% higher close rates reported by customers using Solo
- +4 more outcomes
Companies that use SOLO
Customer profileNamed customers14 records
Segments4 records
Ideal customer profiles2 records
SOLO technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration22 records
AI capability6 records
Feature10 records
SOLO partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- SalesforcecoreSalesforce integration allows seamless transfer and tracking of leads, customer data, and revenue forecasts from Solo to Salesforce CRM. Sales reps can track the entire sales cycle from Solo proposal to close within Salesforce.
- HubSpotcoreHubSpot CRM integration enables automatic tracking of customer interactions, email sync with Gmail/Outlook, and pipeline management from Solo proposals into HubSpot dashboards.
- GoodLeapcoreGoodLeap financing integration enables instant approval decisions directly from Solo proposals. Sales reps can track loan status through every major milestone within the Solo app. Supports solar, roofing, HVAC, and home efficiency upgrades.
- Sunlight FinancialcoreSunlight Financial provides frictionless, flexible financing options for homeowners. Integration enables instant approval and document signing directly from Solo proposals.
- MosaiccoreMosaic financing integration enables instant approval decisions and integrated signing within Solo proposals, with a range of flexible financing options for homeowners.
- Sungage FinancialcoreSungage Financial integration enables instant financing approval from Solo proposals with low monthly payments. Sungage handles state and federal tax credits. Requires synced Recheck account for lender identity verification.
- DividendcoreDividend provides flexible financing options integrated into Solo proposals, enabling quick payment modeling and a range of financial products to suit every homeowner's needs.
- DocuSign (SoloSign)coreDocuSign powers SoloSign, Solo's automated contract signing solution. Pre-filled contracts with system and homeowner information are ready for e-signature directly from Solo proposals, powered by DocuSign's e-signature compliance.
- FigurecoreFigure provides financing integrated into Solo proposals. Figure's Jonathan Sagner co-hosted a Solo webinar on 'Winning More Homeowners in a Changing Solar Market' to drive financing adoption.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
SOLO competitors and assessment
Company assessmentDirect peers
- OpenSolar: OpenSolar provides free, web-based solar design, sales, and proposal tools for installers. It competes head-to-head with Solo on the in-home solar selling workflow, including 3D design, proposal generation, and financing integration.
- Aurora Solar: Aurora Solar is a direct competitor offering solar design, sales, and proposal software for residential installers. Both companies compete for the same solar contractor customers with overlapping 3D design, proposal, and financing workflows.
- JobNimbus: JobNimbus is a CRM and project management platform purpose-built for roofing and exterior contractors. It is a direct competitor to Solo's Roofing Studio and is also a Solo integration partner, highlighting direct overlap in the roofing sales workflow.
Emerging players
- Enerflo: Enerflo is a solar project management and automation platform for residential installers. It overlaps with Solo on the post-sale handoff and is both a competitor and a Solo integration partner, addressing overlapping buyer personas at solar companies.
- Hover: Hover converts smartphone photos and aerial imagery into 3D models of homes for exterior contractors. It is comparable to Solo's 3D rooftop modeling capabilities and competes in the same design-input stage of the solar/roofing sales workflow.
- SalesRabbit: SalesRabbit is a field sales and lead management platform for door-to-door and canvassing solar and home improvement reps. It addresses the top-of-funnel lead generation step adjacent to Solo's proposal and closing stage, and is a Solo integration partner.
Broad incumbents
- ServiceTitan: ServiceTitan is a large, well-capitalized vertical SaaS platform for home service businesses (HVAC, plumbing, electrical). It represents the broader incumbent Solo competes against as it expands into HVAC Studio and multi-vertical home improvement.
- EagleView: EagleView provides aerial imagery, property measurements, and analytics for roofing and solar. It is a broad incumbent supplying the measurement and roof-modeling inputs that underpin Solo's proposal workflow, with overlap in roof data accuracy and design.
- HubSpot: HubSpot is a major horizontal CRM and marketing automation platform used by home improvement businesses. Solo integrates with HubSpot, but HubSpot also offers proposal and pipeline tools that could compete with parts of Solo's offering.
- Salesforce: Salesforce is the dominant horizontal CRM platform with configurable sales, quoting, and proposal capabilities. Solo integrates with Salesforce, but Salesforce's own quoting and CPQ tools represent a potential competitive constraint on Solo's standalone proposal value.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
SOLO social profiles
Digital presenceSOLO financial estimates
Financial estimateRevenue estimate
Valuation estimate
SOLO leadership team
Management profileNumber of profiles
Profiles6 records
SOLO funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SOLO 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 SOLO
What does SOLO do?
Solo sells a unified SaaS sales conversion platform for home improvement contractors in solar, roofing, and HVAC. The platform combines AI-enabled 3D rooftop design, proposal generation, an embedded financing marketplace with multiple lenders, DocuSign-powered e-signature, and CRM/back-office integrations into a single in-home sales workflow. Industry-specific Studio modules (Solar Studio, Roofing Studio, HVAC Studio) and the Solo Studio bundled design solution enable sales reps to standardize the one-visit close and deliver finance-ready proposals on site.
Is SOLO a public or private company?
SOLO is a private company. It is classified as venture growth investor backed and is currently operating.
When was SOLO founded?
SOLO was founded in 2018. It employs 101 to 250 people.
Where is SOLO based?
SOLO is headquartered in Lehi, United States, in the North America region.
How does SOLO make money?
Two revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are financing Marketplace Integration.
Who are SOLO's main competitors?
Direct peers on record are OpenSolar, Aurora Solar and JobNimbus. Emerging players are Enerflo, Hover and SalesRabbit. Broad incumbents are ServiceTitan, EagleView, HubSpot and Salesforce.
Does SOLO have an API?
Yes. Solo offers an Open API and Web Hooks integration for connecting with external systems and automating data transfer. The platform enables automated data transfer for documents and one-click close and financing workflows through webhook integrations. Developer documentation is at gosolo.io/integrations.
What industry is SOLO in?
SOLO's product category is Solar and Home Improvement Sales Enablement Software. Its primary akta.pro industry code is BPAMAOAL, Low-Code/No-Code Integration Builders, with a secondary code of HSAPADAI, Home Office / Studio Additions. Its NAICS code is 541511 and its SIC code is 7371.