What Coperniq Inc. does

Coperniq Inc. is a San Francisco-based SaaS company founded in 2023 (per funding and Y Combinator records; firmographic metadata lists 2019) that sells an AI-powered operating system for multi-trade residential and light-commercial contractors spanning solar, HVAC, electrical, plumbing, and roofing. The platform unifies sales, project management, field service, asset monitoring, and cashflow in five product modules — Sell, Build, Service, Monitor, and Cashflow — supported by five embedded AI agents (Riley for customer service, Nick for coordination, Leo for growth, Clara for accounting, and Sam for QA) and two AI Copilots for proposals and workflows. Architecture is cloud-based SaaS with REST APIs, webhooks, SDKs, iOS and Android mobile applications, dispatch and schedule boards, a white-labeled client portal, and Ops Analytics 3.0 dashboards.

The technical stack relies on third-party services for geo-location (Google Maps, Apple Maps), payments (Stripe), estimating (Aurora Solar, OpenSolar, Solargraf, Stack, Xactimate), accounting (QuickBooks with 2-way sync, NetSuite, Xero, Microsoft Dynamics 365), and hardware monitoring (SolarEdge, Enphase, Tesla). Workflows are configured via a no-code engine with conditional logic, dependencies, and cross-trade coordination, allowing customers to standardize processes without vendor lock-in.

Coperniq makes money through annual SaaS subscriptions with quote-based pricing tied to subscription tier, active project usage parameters, and feature modules; payment is processed via Stripe. The go-to-market is a hybrid of demo-first enterprise field sales targeting multi-trade contractors and product-led growth through public iOS and Android apps. The company was admitted to Y Combinator's Winter 2023 batch, closed a $4M seed round led by Initialized Capital in November 2023, and has published case studies with SunState, Tron Solar, and SameDay Solar as reference customers. Coperniq is incorporated in Delaware, operates from 548 Market St in San Francisco, employs 11–50 people, and is led by co-founders Abdullah Al-Zandani (CEO) and Max Kazakov (CTO).

Name

Coperniq Inc.

Legal name

Coperniq Inc.

Website

https://coperniq.io

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Coperniq Inc. is a San Francisco-based SaaS company that provides an AI-powered operating system for multi-trade residential and commercial contractors spanning solar, HVAC, electrical, plumbing, and roofing, unifying sales, project management, field service, and finance.

Ownership category

akta.pro rank

Product category

Contractor Operations Software

NAICS

Computer Systems Design and Related Services (5415), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)

akta.pro secondary industries

Endpoint Support & Device Lifecycle Services (IMACD) (BPAEAJAF), Service Desk & Help Desk Services (BPAEAJAA)

Keywords

• Contractor management software
• Solar project management
• Field service operations
• Multi-trade workflow platform
• Contractor AI operating system

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Subscription-based SaaS model with platform access, mobile applications, client portal, AI agents, and support services. Pricing is quote-based and varies by subscription tier and usage parameters. Payments processed through Stripe.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Coperniq sells an AI-powered SaaS operating system that unifies sales, project management, field service, operations monitoring, and financial workflows for multi-trade residential and commercial contractors across solar, HVAC, electrical, plumbing, and roofing. The platform bundles five functional modules (Sell, Build, Service, Monitor, Cashflow) with five embedded AI agents, a white-labeled Client Portal, mobile apps for field technicians, and an open REST API. Customers subscribe annually with usage parameters tied to active project counts.

Product overview

Coperniq Inc. offers an AI-powered operating system for multi-trade residential and commercial contractors (HVAC, electrical, plumbing, roofing, solar). The core Coperniq Platform unifies sales (Sell Module with AI Copilot for Proposals), project management (Build Module with Workflow AI Copilot), field service (Service Module with Dispatch Board), operations monitoring (Monitor Module), and financial management (Cashflow Module with 2-way QuickBooks sync). The platform includes five specialized AI agents: Riley (CSR Agent) handles customer service calls and scheduling; Nick (Coordinator Agent) orchestrates workflow handoffs; Leo (Growth Agent) drives business development; Clara (Accounting Agent) manages invoicing and profitability tracking; and Sam (QA Agent) monitors service quality. Additional offerings include the Client Portal for customer self-service, Coperniq Mobile Application (iOS/Android) for field technicians, Coperniq API with webhooks and SDKs for custom integrations, and built-in Calling & SMS communication features. The platform targets solar and energy contractors with Y Combinator backing and $4M seed funding.

Differentiator

Problem solved

Functional benefit

Products and services

• Coperniq Platform Unified operating system for multi-trade residential and commercial contractors (solar, HVAC, electrical, plumbing, roofing) that manages sales, projects, service, monitoring, cashflow, and AI agents from lead to payment. Bundles five modules (Sell, Build, Service, Monitor, Cashflow), five embedded AI agents, a white-labeled Client Portal, mobile apps, and an open REST API.
• Coperniq Mobile Application iOS and Android mobile applications for field technicians enabling dispatch access, geolocation-based time tracking, and real-time project updates on the Coperniq Platform. Available on Apple App Store and Google Play Store as a standalone entry point for product-led self-serve evaluation.
• Coperniq API Developer-facing REST API with webhooks and SDKs that allows customers to build custom integrations, automate workflow edge cases, and extend the Coperniq platform with their own tools. Documentation hosted at app.coperniq.io/authentication.

Quantifiable outcome

• 20% decreased time efforts (SunState case study)
• +4 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability8 records

Feature10 records

Partnerships

Seven partnerships are on record, tiered major and core.

• Aurora SolarmajorTechnology or IntegrationIntegration partnership with Aurora Solar for solar design and proposal software. Enables seamless data flow between Aurora Solar estimates and Coperniq project management.
• OpenSolarmajorTechnology or IntegrationIntegration partnership with OpenSolar for solar design platform. Allows transfer of design data and project information into Coperniq's operational system.
• QuickBooksmajorTechnology or Integration2-way QuickBooks sync integration for accounting and financial management. Enables invoice management, payment tracking, vendor bills, and job profitability calculations.
• NetSuitemajorTechnology or IntegrationIntegration with Oracle NetSuite for accounting and ERP functionality. Part of Coperniq's integration ecosystem for enterprise customers.
• StripecoreTechnology or IntegrationPayment processing partner for subscription fees and customer payment collection. PCI-compliant payment processor integrated into the platform for invoicing and payment tracking.
• Google MapscoreTechnology or IntegrationGeo-Location Services provider for maps, geocoding, places, and routing. Powers real-time dispatch, route optimization, and automatic timesheet calculations.
• Apple MapscoreTechnology or IntegrationAlternative Geo-Location Services provider for iOS users. Powers location-based features in the Coperniq mobile applications.

Scale indicators3 records

Recent moves2 records

Expansion highlights5 records

Direct peers

• JobNimbus: CRM and project management platform for roofing, solar, and exteriors contractors. Coperniq explicitly markets itself against JobNimbus as a migrated-off vendor, making it the most direct head-to-head competitor in the solar-and-multi-trade vertical.
• AccuLynx: Operations management software for roofing, siding, and exteriors contractors. Listed by Coperniq as a displaced legacy system; overlapping ICP in residential exteriors and similar workflow management value proposition.
• Buildertrend: Construction project management, CRM, and customer portal for residential remodelers and builders. Competes with Coperniq's Build and Client Portal modules for trades that overlap with light-commercial construction workflows.
• Housecall Pro: All-in-one FSM software for home service professionals (HVAC, plumbing, electrical, cleaning). Directly overlaps with Coperniq's SMB and mid-market multi-trade contractor offering around dispatch, invoicing, and customer communication.
• FieldEdge: Field service management software for HVAC, plumbing, and electrical contractors. Competes directly with Coperniq's Service, Dispatch, and Cashflow modules for residential and light-commercial trades.

Broad incumbents

• ServiceTitan: Public-company field service management platform for HVAC, plumbing, electrical, and other trades. Competes with Coperniq's Service and Dispatch modules across a much larger enterprise base and with substantially more R&D and sales resources.
• Procore Technologies: Construction management platform spanning project management, field operations, and financial tools. Overlaps with Coperniq's Build and Cashflow modules in the construction-trades segment, but at a much larger scale and primarily commercial construction focus.
• Salesforce Field Service: Enterprise CRM with field service capabilities. Coperniq cites Salesforce as a generic CRM customers migrate off of, but Salesforce's installed base in larger multi-trade contractors remains a long-term risk for Coperniq's enterprise motion.

Emerging players

• OpenSolar: Free solar design and proposal platform that integrates with Coperniq. While not a direct OS competitor, OpenSolar represents an emerging free-tier alternative for the front-end of the solar workflow, putting pricing pressure on Coperniq's Sell module.
• Aurora Solar: Solar sales and design software used by a large share of residential solar installers. Both a partner (via integration) and adjacent competitor — Aurora's expanded operational features could encroach on Coperniq's solar-specific workflows over time.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/Coperniqinc
• Facebookfacebook.com/Coperniq
• LinkedInlinkedin.com/company/coperniq

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Coperniq Inc.