What Kaizan does

Kaizan Limited is a London-based AI software company founded in 2022 by Glen Calvert (CEO) and Pravin Paratey. It sells an AI platform purpose-built for client-service teams in professional services firms — primarily marketing, digital, and media agencies, alongside consultancies — that unifies every client communication (calls, emails, chat, internal documents) into a single relationship record and continuously scores account health through its proprietary CARE framework (Client Satisfaction, Activity with stakeholders, Relationship strength, Expansion opportunities), each pillar rated 0-10 from 24 underlying signals with cited evidence drawn from source conversations.

The underlying technology stack combines in-house AI assets with best-in-class third-party models. Kaizan operates two named proprietary models in production — kz-risk-classifier (97.8% accuracy) and kz-expansion-rank (94.1% accuracy) — both running on Anthropic Claude 3.7 Sonnet under a zero-retention contract, with OpenAI GPT-4o used for summaries and reply drafting and AssemblyAI providing speech-to-text with speaker diarisation. A B2B-specific sentiment model reports 92% agreement with human annotators on a five-point scale across 4.1M scored conversations. The product surface includes an AI Meeting Assistant that joins every call, AI Helpers (Reply Drafter, Risk Watcher, Expansion Scout, QBR Builder) that run 24/7 on every account, a Client 360 daily intelligence feed, a stakeholder coverage map, and an MCP-enabled chatbot. Data is hosted on Google Cloud Platform in eu-west-2 (London), with AES-256 encryption at rest and TLS 1.2+ in transit. The platform carries SOC 2 Type II, ISO 27001, GDPR, CCPA, and CSA STAR Level 2 attestations.

Kaizan operates a sales-led SaaS model priced by client portfolio size across four tiers: Team (£3,495/month, up to 30 clients), Growth (£5,995/month, up to 75), Scale (£9,995/month, up to 150), and Enterprise (custom, 150+ clients). Unlimited users are included at every tier, and multi-year contracts (24-36 months) are common at the enterprise level. The buyer profile is the Managing Director, Head of Client Services, Chief Customer Officer, or Head of AI at a professional services firm; the daily user is an Account Director or Account Manager running a portfolio of 6-25 clients. Distribution is direct (field sales for enterprise, inside sales for mid-market) with a self-serve month-to-month entry option for pilots; no free trial is offered, with paid pilots used to validate ROI. Cumulative funding to date is approximately £3.6M across a £1.15M seed round in May 2022 (led by Jigsaw VC) and a Series A of up to £2.5M announced May 2026 (led by Pembroke VCT).

Name

Kaizan

Legal name

Kaizan Limited

Website

https://kaizan.ai

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Kaizan is an AI platform purpose-built for client-service teams in professional services firms. It unifies calls, emails and chat into a single client record, scores relationship health via the proprietary CARE framework, and deploys AI Helpers that surface risk and expansion opportunities 24/7.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: Annual and monthly SaaS subscriptions priced by client portfolio size (number of clients managed). Unlimited users on every tier. Revenue from four pricing tiers: Team (£3,495/month, up to 30 clients), Growth (£5,995/month, up to 75 clients), Scale (£9,995/month, up to 150 clients), and Enterprise (custom pricing, 150+ clients). Multi-year contracts (24 and 36 months) carry discounts and are common for enterprise.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Kaizan is a SaaS AI platform built for client service teams that unifies client communications across emails, calls, chat and internal systems, scores relationship health via the proprietary CARE framework, and deploys AI Helpers that draft replies, surface risk and expansion signals, and prepare QBRs around the clock. The product is sold on tiered annual subscriptions priced by client portfolio size, with native integrations into Microsoft 365, Google Workspace, Salesforce, HubSpot, Slack, Teams, Zoom, Google Meet, Jira, Asana, and others.

Product overview

Kaizan is an AI-powered Client Super Intelligence platform for client service teams. The unified product consists of a core Client Intelligence Platform that ingests and analyses client communications across emails, calls, chat, and internal systems; an AI Meeting Assistant that joins every meeting and drafts follow-ups; and AI Helpers (autonomous agents) working 24/7 on every account for risk monitoring, relationship management, and revenue expansion. The CARE Framework provides a four-pillar health scoring methodology (Client Satisfaction, Activity, Relationship, Expansion). The platform is offered through four pricing tiers (Team, Growth, Scale, Enterprise) based on client portfolio size, plus a REST API and MCP integration for developer access. The 2026 Client Service Report serves as a gated benchmark research publication.

Differentiator

Problem solved

Functional benefit

Products and services

• Client Super Intelligence Platform The core Kaizan SaaS platform that unifies client communications (emails, calls, chat, docs), tracks relationship health via the CARE framework, and deploys AI Helpers working 24/7 on every account. Provides a unified timeline of client interactions with AI-generated insights, risk alerts, and expansion signals for account managers in professional services firms.
• AI Meeting Assistant AI assistant that joins every meeting, captures notes, action items, risks, decisions and opportunities with speaker diarisation, drafts follow-ups, and updates CRM and project management tools automatically.
• AI Helpers Specialist autonomous agents working 24/7 on every account: Client ROI Helper (auto-built QBR decks, value-gap alerts, renewal risk scoring), Relationships Helper (disengagement flags, stakeholder coverage maps, drafted re-engagement), and Expansion Helper (continuous market research, drafted outbound, solutions matched to client objectives). Powered by Claude 3.7 Sonnet and GPT-4o.
• CARE Framework Four-pillar account health measurement framework scoring each account 0-10 in real-time from conversation data: Client Satisfaction (sentiment on work), Activity with Stakeholders (touchpoint cadence), Relationship strength (coverage gaps, trust signals), and Expansion opportunities (buying signals, whitespace analysis). Each pillar is backed by 24 underlying signals with evidence cited from source conversations.
• Client 360 AI-generated company overview that combines internal conversation data with external intelligence on client news, competitor activity, and sector trends. Updated daily with recommended next actions for each insight to brief account managers before every interaction.
• Kaizan Chatbot Natural language interface for querying all unified client data with citations from source conversations. MCP-enabled for integration with Claude, ChatGPT, or any MCP-aware tool so users can ask questions about clients inside their preferred LLM.
• Stakeholder Mapping Real-time mapping of stakeholders engaged across accounts, identifying coverage gaps, dormant contacts, and single-threaded risk. Maintains live stakeholder maps for accounts and flags re-engagement needs before relationships decay.
• Moments AI-flagged high and low sentiment moments in calls with direct quotes, speaker attribution, and topic tags. Captures enthusiasm signals (expansion, validation) and risk signals (concerns, friction) for relationship health tracking and QBR storytelling.
• Kaizan REST API REST API for ingesting custom data sources, exporting health scores and risks into internal dashboards, and triggering workflows in other systems. Available on Growth and Enterprise plans.
• Kaizan Webhooks Webhook support for real-time events including new risk detected, health score change, and meeting transcript ready notifications.
• MCP Integration Model Context Protocol (MCP) integration that exposes Kaizan data inside Claude, ChatGPT, or any MCP-aware tool, allowing users to query client intelligence from their preferred LLM with cited answers.
• 2026 Client Service Report Benchmark report drawing from 1M+ calls, 10M+ emails, and thousands of chat messages comparing top 10% client service performers versus the rest. Includes CARE framework analysis and eight key behaviours of elite account teams. Available as a free 15-page gated download.

Quantifiable outcome

• 146% median net dollar retention vs sector benchmark of 105-115%
• +5 more outcomes

Named customers23 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration24 records

AI capability13 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core and supporting.

• Google Cloud Platform (Google LLC)coreTechnology or IntegrationGoogle Cloud Platform provides cloud infrastructure hosting, data storage, managed database services, and compute services for the Kaizan platform. Data stored in eu-west-2 (London) region. Personal data encrypted at rest (AES-256) and in transit (TLS 1.2+). Transfer mechanism: UK Adequacy Decision.
• OpenAI, L.L.C.coreTechnology or IntegrationOpenAI provides natural language processing services including text summarisation, sentiment analysis, and generation of client relationship insights. Kaizan uses zero-retention API — pseudonymised text data (system-generated identifiers replace names and emails). OpenAI does not retain data after processing and does not use it for model training. Transfer mechanism: UK IDTA / EU-U.S. Data Privacy Framework.
• Anthropic (Claude)coreTechnology or IntegrationAnthropic's Claude models power CARE scoring, briefings, and reply drafts in production at Kaizan. Claude 3.7 Sonnet used for kz-risk-classifier (97.8% accuracy) and kz-expansion-rank (94.1% accuracy). Zero-retention API contract. Transfer mechanism: UK IDTA.
• AssemblyAI, Inc.coreTechnology or IntegrationAssemblyAI provides speech-to-text transcription of meeting recordings. Meeting audio data processed for transcription purposes and deleted after processing is complete. Transfer mechanism: UK International Data Transfer Agreement (IDTA).
• Recall.ai, Inc.coreTechnology or IntegrationRecall.ai provides meeting recording and capture via bot-based integration with video conferencing platforms. Processes meeting audio and video streams, participant names, and calendar metadata. Transfer mechanism: UK IDTA.
• Integration.appsupportingTechnology or IntegrationIntegration.app is the integration platform as a service (iPaaS) providing CRM connectors, OAuth management, webhook handling, and data normalisation. Processes CRM contact data, OAuth tokens, and integration payloads for third-party system synchronisation. EU-based; UK Adequacy Decision applies.

Scale indicators11 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• Fireflies.ai: Fireflies provides AI meeting transcription, summarisation, and CRM sync across Zoom, Teams and Meet. Like Otter, it is named by Kaizan as a generic AI note-taker; both compete for the meeting-assistant wedge before accounts adopt Kaizan's deeper CARE and AI Helper layer.
• Otter.ai: Otter is a leading AI meeting assistant that transcribes calls, generates summaries and action items, and integrates with Zoom, Teams and Google Meet. Kaizan explicitly cites Otter as a general-purpose comparator and offers a deeper, client-service-specific overlay on top of similar transcription capabilities.
• Avoma: Avoma is an AI meeting assistant and conversation intelligence platform that captures, transcribes and analyses customer-facing meetings and pushes notes into CRM systems. Its overlap with Kaizan's AI Meeting Assistant and CRM sync (Salesforce, HubSpot) makes it a close functional peer for client-facing teams.
• Fathom: Fathom is a free AI meeting recorder and summariser that integrates with Zoom, Google Meet and Teams and syncs notes to CRMs. It is a direct competitor at the entry-level meeting-assistant layer that Kaizan must displace to land into enterprise client service teams.
• Introhive: Introhive is a relationship intelligence platform purpose-built for client service and revenue teams in professional services and B2B firms. It is the closest analogue to Kaizan's 'organisational brain' for client relationships, overlapping heavily on CRM augmentation, stakeholder mapping, and account health.

Emerging players

• Catalyst: Catalyst is a customer success platform focused on B2B SaaS that provides health scoring, journeys, and playbooks. It competes with Kaizan on the CS intelligence layer but lacks Kaizan's meeting transcription, email ingestion, and AI Helper agentic layer for professional services.
• Granola: Granola is an AI meeting notes tool that produces structured notes from meetings with minimal bot presence. It is an emerging player in the same meeting-AI wedge where Kaizan enters accounts, and is a potential alternative for buyers who do not need full client intelligence.

Broad incumbents

• Salesforce: Salesforce is the dominant CRM platform with Einstein AI, Sales Cloud, Service Cloud and Slack-based meeting/call intelligence. It is a broad incumbent that increasingly embeds Kaizan-like transcription, summarisation and next-best-action features into the systems Kaizan must integrate with and differentiate against.
• Gainsight: Gainsight is the established leader in customer success software, with a broad portfolio spanning CS, product experience, and community. It targets SaaS CS teams rather than agencies and consultancies, so it overlaps with Kaizan on account health and renewal risk but not on professional-services-specific workflows.
• HubSpot: HubSpot's Smart CRM includes Service Hub, conversation intelligence, and AI content/reporting features that increasingly overlap with Kaizan's meeting notes, CRM sync, and AI-drafted follow-ups. It is a broad incumbent in the same mid-market professional services buyer profile.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/kaizan_ai
• LinkedInlinkedin.com/company/kaizan

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds3 records

Investors10 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 Kaizan