Soar

What Soar does

SOAR AI Studio is a privately held human-centered AI company operating a platform-plus-products model. Its proprietary technology platform consists of three layers: an Enterprise Intelligence Engine that turns meetings, documents, and interactions into structured insight; a Persistent Contextual Memory layer that retains user and organizational context across sessions; and a Multi-Agent Orchestration system coordinating specialized agents (Meeting, Context, Draft, Research, Calendar) on behalf of users.

The company commercializes this platform through two flagship products. Workplace AI (workplace-ai.com) is an enterprise-focused meeting intelligence subscription product that transcribes, analyzes, and converts meetings into action items and follow-ups. Citizen Portal (citizenportal.us) is a self-serve civic-tech product that indexes public meetings, votes, and government decisions for citizen monitoring. Both products are powered by the shared platform and embed a 'Fleet of Agents' to coordinate task execution. Named enterprise or vertical customers and partners include the Peter Drucker Society, SHRM, and HighFocus Sales AI.

SOAR was founded by Paul Allen, who previously founded Ancestry.com, and is headquartered in Provo, United States, with 11-50 employees. Revenue is generated via subscription SaaS for Workplace AI (no public pricing disclosed) and free/self-serve access for Citizen Portal. The company has raised approximately $747,180 across four disclosed funding rounds (2019-2022) from investors including SHRM, SHRMLabs, Broad Street Bulls, Builders + Backers, and 3Lines, and is led by founder/CEO Paul Allen with a co-founder/CRO (Clint Carlos) and CFO (Tim Krebs).

Name

Soar

Website

https://soar.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

SOAR AI Studio is a human-centered AI company operating a platform-plus-products model, shipping Workplace AI meeting intelligence and Citizen Portal civic transparency tools to enterprises, individuals, and civic users, built on a proprietary multi-agent AI platform with persistent contextual memory.

Ownership category

akta.pro rank

Product category

AI Workplace Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)

akta.pro secondary industries

AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

Keywords

• AI meeting intelligence
• Workplace productivity software
• Government transparency platform
• Multi-agent AI orchestration
• Human-centered AI platform

Headquarters

HQ city

Provo

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription-based SaaS: SOAR operates as an AI studio building products on a shared technology platform. Products appear to be offered as subscriptions, with Workplace AI and Citizen Portal as flagship offerings. No advertising or data harvesting model—products serve users directly.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

SOAR AI Studio builds a proprietary AI platform that powers multiple products centered on meeting intelligence and civic transparency. Its flagship products are Workplace AI, which transcribes, analyzes, and converts meetings into actionable tasks and follow-ups, and Citizen Portal, which makes public meetings, votes, and government decisions searchable for citizen monitoring. All products are served through a shared platform featuring persistent contextual memory and multi-agent orchestration of specialized AI agents.

Product overview

SOAR AI Studio is a human-centered AI company operating a platform-plus-products architecture. The company built a shared AI platform featuring the Enterprise Intelligence Engine, Persistent Contextual Memory, and Multi-Agent Orchestration capabilities, which collectively power its portfolio of flagship products. The core product lineup includes Workplace AI (meeting intelligence that transcribes, analyzes, and converts meetings into actions) and Citizen Portal (government transparency tool for public meetings and decisions). All SOAR products include a Fleet of Agents — coordinated teams of specialized AI agents that share context and work together on behalf of users. The platform is designed to serve individuals rather than corporations, with a 'Bring Your Own Agents' philosophy.

Differentiator

Problem solved

Functional benefit

Brands

• Workplace AI: Meeting intelligence product that transcribes, analyzes, and turns meetings into action items automatically.
• Citizen Portal
• Fleet of Agents

Products and services

• Workplace AI

Named customers3 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Peter Drucker SocietycoreStrategic or Co-development PartnerThe Peter Drucker Society uses SOAR's AI platform for AI-enabled learning at the global Peter Drucker Forum, one of the world's most respected management conferences. SOAR serves as a reference customer and case study partner demonstrating AI-enabled learning for business leaders.
• SHRMcoreStrategic or Co-development PartnerSHRM (Society for Human Resource Management), the global leader in human resources, partners with SOAR to turn content into a growth flywheel. This partnership demonstrates SOAR's capability in content transformation and professional development applications.
• HighFocus Sales AIminorStrategic or Co-development PartnerHighFocus Sales AI provides instant AI feedback on email and video calls to boost sales communication, integrated with or powered by SOAR's platform. Demonstrates vertical-specific AI applications built on SOAR's technology.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• Otter.ai: Otter.ai is a direct competitor in AI meeting transcription, summarization, and action item extraction — overlapping directly with SOAR's Workplace AI product for enterprise and individual knowledge workers.
• Mem.ai: Mem.ai builds an AI-powered workspace with self-organizing memory, directly competing with SOAR's Persistent Contextual Memory and personal knowledge management positioning for individual and team productivity.
• Gong.io: Gong is an enterprise conversation intelligence platform for sales calls that overlaps with SOAR's Workplace AI meeting intelligence and its HighFocus Sales AI partnership use case.
• Fellow.app: Fellow provides AI meeting notes, agendas, and action items for teams, competing head-to-head with SOAR Workplace AI in the meeting collaboration category.
• Personal.ai: Personal.ai builds a personal AI memory model trained on an individual's own data, sharing SOAR's thesis that AI should be personal, private, and memory-augmented for the user rather than for advertisers.
• Lindy AI: Lindy AI lets users build and deploy personal AI agents for meetings, email, and research, overlapping directly with SOAR's Fleet of Agents and multi-agent orchestration platform strategy.

Emerging players

• Reclaim.ai: Reclaim.ai is an AI calendar and task scheduling agent, overlapping with SOAR's Calendar Agent and time-blocking features within the multi-agent orchestration framework.

Broad incumbents

• Microsoft Copilot: Microsoft Copilot embeds AI meeting intelligence, memory, and multi-step task execution directly into Microsoft 365, representing the bundled incumbent that SOAR must displace in enterprise accounts.
• Zoom AI Companion: Zoom's AI Companion offers meeting summaries, action items, and an agentic AI side panel inside the Zoom meeting platform, directly competing with Workplace AI for the same enterprise seat.
• Notion AI: Notion AI adds persistent AI memory, summarization, and agentic workflows inside the Notion workspace, sharing SOAR's focus on persistent context and multi-surface productivity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/soarstrengths

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds9 records

Investors6 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 Soar