Recapped

What Recapped does

Recapped is a New York-based B2B SaaS company that operates an AI-powered Digital Sales Room and customer onboarding platform for revenue teams. Founded in 2018 (company history sources state 2019) and led by CEO and co-founder Mark Fershteyn, the company consolidates buyers, sellers, content, and process into a single collaborative workspace, replacing email-driven deal execution with structured Mutual Action Plans, Close Plans, Proof of Concept tracking, sales handoffs, and customer onboarding modules. Recapped's core technology includes DeepSync bi-directional integrations with Salesforce and HubSpot, a library of 100+ tool integrations (Slack, Gong, Clari, Outreach, Zoom, Google Workspace, Microsoft 365), and an AI layer spanning AI Deal Intelligence (engagement scoring), AI Sales Manager (live call coaching against methodologies such as MEDDICC, SPICED, Value Selling, BANT), and AI Assistant (meeting documentation and CRM automation).

The platform serves Sales Leaders, Account Executives, Sales Enablement and RevOps professionals, and Customer Success teams at mid-market and enterprise B2B companies. Named customers span more than fifteen logos across technology (Zoom, Veeva, Contentsquare), software (Brightly), field service (ServiceTrade), cybersecurity (Safe Security), and revenue operations (Warmly, Funnel, Sweep). Recapped distributes through a hybrid product-led and sales-assisted go-to-market, offering free trials and free accounts via app.recapped.io for individual users while enterprise deals are pursued through Request Demo CTAs and direct sales engagement. Pricing is quote-based and tailored to team size and required features; SOC 2 Type II compliance (achieved April 2023) supports enterprise procurement.

Recapped has raised approximately $6.3 million in seed funding led by CRV in July 2021, with participation from AirAngels, CoFound Partners, ERA, PrimeSet, and Twenty5Twenty, and received a subsequent strategic investment from Zoom Ventures in July 2023 (amount undisclosed). The company has 11-50 employees and reports 75,000+ active users since 2019, a figure that includes buyer-side participants in workspaces as well as sellers. Revenue model is recurring SaaS subscription, with revenue mechanics dependent on enterprise deal sizing rather than seat-based public pricing.

Name

Recapped

Legal name

Recapped Inc.

Website

https://recapped.io

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Recapped is an AI-powered Digital Sales Room platform that helps B2B revenue teams collaborate with buyers through Mutual Action Plans, deal rooms, and AI-driven engagement scoring, serving mid-market and enterprise sales organizations with bi-directional Salesforce and HubSpot integrations.

Ownership category

akta.pro rank

Product category

Sales Collaboration Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro industry

PRIMARYHDAEAFAK

CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Customer Relationship Management (CRM) Platforms

SECONDARYHDAEAFAB

Marketing Automation & Campaign Management CRM

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Customer Relationship Management (CRM) Platforms

SECONDARYBPAMALAE

Marketing Automation, CRM & Lifecycle Messaging

Business & Public Services/Web, Mobile & Digital Platforms/Advertising, Marketing & Creator Monetization Platforms

Keywords

• Digital sales rooms
• Mutual action plans
• Sales collaboration software
• Buyer enablement platform
• Sales execution software

Headquarters

HQ city

New York

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: Recapped operates on a subscription-based SaaS model with recurring revenue from annual or monthly subscription plans. Pricing is quote-based and tailored to team size and features required.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Recapped provides an AI-powered Digital Sales Room and customer onboarding platform that consolidates buyers, sellers, content, and process into a single collaborative workspace. The platform replaces scattered email and document workflows with mutual action plans, close plans, proof-of-concept management, structured sales handoffs, and onboarding journeys. Embedded AI capabilities track buyer engagement, coach reps against sales methodologies such as MEDDICC and SPICED, and automate meeting documentation and CRM updates via DeepSync bi-directional Salesforce/HubSpot integration.

Product overview

Recapped is an AI-powered Digital Sales Room and Customer Onboarding Platform that consolidates everything buyers need in one collaborative space. The platform operates as a unified system with a core Digital Sales Room serving as the central hub, supported by five integrated product modules: Mutual Action Plans, Close Plans, Proof of Concepts (PoC), Sales Handoffs, and Customer Onboarding. AI capabilities are embedded throughout the platform via AI Deal Intelligence, AI Sales Coach, and AI Assistant features. The platform includes workflow automation capabilities, bi-directional CRM integrations (Salesforce via DeepSync and HubSpot), and a Template Library of pre-made playbooks. The architecture enables sales teams to manage the entire buyer journey from prospecting through onboarding within a single System of Action.

Differentiator

Problem solved

Functional benefit

Products and services

• Proof of Concepts (PoC) Software for sales engineering and pre-sales teams to manage complex Proof of Concepts, creating mutual action plans that guide pilot phases and match product value to customer needs.
• Close Plans Collaborative close plan software that helps sales teams execute their sales process consistently and close deals faster through structured, shared deal management with buyers.
• Mutual Action Plans Collaborative action plan software that enables buyers and sellers to jointly manage sales processes with timelines, automatic reminders, and shared visibility into deal progress.
• Sales Handoffs Solution enabling seamless handoff of deals from sales to post-sales and customer success teams, preserving complete context throughout the customer journey so nothing is lost during transitions.
• Customer Onboarding

Quantifiable outcome

• Close deals 31% faster
• +7 more outcomes

Named customers16 records

Segments6 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration42 records

AI capability8 records

Feature5 records

Partnerships

13 partnerships are on record, tiered core and featured.

• SalesforcecoreTechnology or IntegrationDeepSync™ bi-directional integration with Salesforce. Seamlessly update and manage Opportunities, Accounts, and Next Steps. Sync contacts, update CRM fields, and embed Recapped inside Salesforce with custom reports.
• HubSpotcoreTechnology or IntegrationDeepSync™ bi-directional integration with HubSpot. Manage Deals and Companies in seconds, improve data hygiene and forecasting, share information across departments.
• SlackfeaturedTechnology or IntegrationPush Recapped activity like comments, client engagement, views, and reminders into Slack channels for real-time deal notifications.
• GongfeaturedTechnology or IntegrationIntegrate Gong's call recordings and call transcripts within Recapped workspaces for complete deal context.
• ClarifeaturedTechnology or IntegrationSync Recapped's buyer engagement and deal execution with Clari for more accurate forecasting and revenue intelligence.
• ZapierfeaturedTechnology or IntegrationIntegrate with thousands of apps for workflow automation across tools like Gmail, Dropbox, Calendly, LinkedIn, and more.
• ZoomfeaturedTechnology or IntegrationSearch, add, and manage Zoom call recordings and meetings without leaving Recapped workspaces.
• Winning by DesignfeaturedStrategic or Co-development PartnerCurated SPICED™ framework template for Mutual Action Plans. Joint webinars and content on buyer-centric sales methodology.
• Force ManagementfeaturedStrategic or Co-development PartnerCurated Command of the Message® framework template for enforcing value selling methodology on every deal.
• PandaDocfeaturedTechnology or IntegrationCreate and track proposals directly from Recapped workspaces with embedded proposal creation and tracking.
• OutreachfeaturedTechnology or IntegrationIntegrate Outreach's sales engagement platform to streamline communication workflows within Recapped.
• HighspotfeaturedTechnology or IntegrationIncorporate Highspot's AI-powered sales enablement platform for intelligent content management in Recapped.
• SeismicfeaturedTechnology or IntegrationEmbed Seismic's sales and marketing enablement tools for personalized content delivery in Recapped workspaces.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• SalesHood: SalesHood is a sales enablement and onboarding platform that focuses on seller coaching, content sharing, and customer onboarding - directly overlapping with Recapped's AI Sales Manager and Customer Onboarding products.
• Allego: Allego is a sales enablement and readiness platform that includes onboarding, training, and buyer collaboration features overlapping with Recapped's Sales Handoffs, Customer Onboarding, and Content Library modules.
• Dock: Dock is a Digital Sales Room and mutual action plan platform that closely mirrors Recapped's core offering, including buyer collaboration workspaces, mutual action plans, and CRM integrations. It is the most head-to-head competitor in the digital sales room category.

Emerging players

• Outreach: Outreach is a sales engagement platform with sequenced emails, calls, and deal management. Its broader deal workflow capabilities intersect with Recapped's collaborative deal execution, though its primary strength is in outbound sales automation.
• PandaDoc: PandaDoc provides document automation and proposal management with embedded CPQ and e-signature, serving similar B2B sales workflow use cases. Recapped lists PandaDoc as an integration partner and they compete for the same mutual action plan / close plan workflow.
• Gong: Gong is a revenue intelligence platform that captures sales conversations and surfaces deal insights. While its core product is different (call analytics), its AI-driven deal intelligence overlaps with Recapped's AI Deal Intelligence feature, and it has expanded into broader sales workflows.
• Salesloft: Salesloft is a sales engagement platform with cadence automation, conversation intelligence, and deal management features. It is one of Recapped's explicit integration partners and overlaps in the sales execution and buyer engagement workflow space.

Broad incumbents

• Highspot: Highspot is a leading sales enablement platform offering content management, buyer engagement, and sales coaching - overlapping with Recapped's content engagement, AI coaching, and digital sales room capabilities but as part of a broader enterprise suite.
• Showpad: Showpad provides sales enablement, content management, and training/coaching solutions that overlap with Recapped's enablement and sales methodology enforcement capabilities, though at a larger enterprise scale.
• Seismic: Seismic is a major sales and marketing enablement platform with content management, personalized content delivery, and buyer engagement features that overlap with Recapped's content embedding and sales execution workflows.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/getrecapped
• Xx.com/GetRecapped

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds3 records

Investors7 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 Recapped