CoPilot AI

What CoPilot AI does

CoPilot AI is a Vancouver, Canada-based SaaS company (legal entity Cassia Research Inc., founded 2016, 51–100 employees) that operates an AI-powered LinkedIn outbound sales platform for B2B revenue teams. The product is architected around three coordinated, self-trained AI agents: a Strategy Agent that learns the user's business and market to recommend an outbound plan, a Targeting Agent that builds high-fit audience segments from LinkedIn Sales Navigator and writes personalized outreach per segment, and a Reply Agent that handles prospect conversations in the user's tone, detects intent, manages objections, and books meetings directly to the user's calendar. The platform integrates natively with LinkedIn Sales Navigator, HubSpot, Salesforce, and Zapier, and runs on Microsoft Azure infrastructure.

The company generates revenue primarily through SaaS subscriptions, offered on month-to-month and committed-term (6, 12, or 24-month) bases with monthly, quarterly, or annual billing. CoPilot AI employs a hybrid product-led growth and sales-led go-to-market motion: self-serve onboarding enables most customers to launch campaigns within 30 minutes, while direct sales reps and account managers manage larger teams and enterprise contracts. A structured referral program (one free month per active referral and 15%+ discounts for referees) supplements acquisition. Target segments include B2B sales teams (primary), business services firms, financial advisors and wealth managers, and B2B agencies.

Reported 2025 platform-scale metrics include 2.1 million connections generated, 35% high-intent conversations, and 65,000+ high-value meetings booked. The company has received institutional capital including $812,661 from Victory Square (2018), a Citta Capital round (2023), and a $5,000,000 award from Pacific Economic Development Canada (2023) tied to a $26M federal Vancouver innovation cohort with explicit growth targets of 500 jobs, $500M in revenue growth, and $400M in new global sales. Disclosed named customers span enterprise (Salesforce, Edward Jones) through SMB and solo operators (XC Consulting, Catalyst Financial Group, Tradewize Recruiting, Wellington-Altus), with notable revenue outcomes cited by individual users (e.g., $3.3M in new assets, projected $800K revenue).

Name

CoPilot AI

Legal name

Cassia Research Inc.

Website

https://copilotai.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

51–100 employees

Short description

CoPilot AI is an AI-native SaaS platform that uses coordinated AI agents to automate end-to-end LinkedIn outbound sales for B2B revenue teams, financial advisors, agencies, and business services firms, enabling pipeline growth without headcount expansion.

Ownership category

akta.pro rank

Product category

Sales Automation Software

NAICS

Advertising Agencies (541810)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)

akta.pro secondary industry

Generative AI & LLM Solutions Services (RAG, Agents, Copilots) (BPAEAHAG)

Keywords

• LinkedIn sales automation
• AI outbound prospecting
• Sales engagement platform
• Lead generation software
• AI sales agents

Headquarters

HQ city

Vancouver

HQ country

Canada

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 (Committed Term): Fixed-term subscriptions (6, 12, or 24 months) with monthly, quarterly, or annual billing options. Customer commits to Total Contract Value (TCV) for the full duration. Fees billed as installments for convenience but represent a unified debt obligation.
2. SaaS Subscription (Month-to-Month): Subscription with no fixed-term commitment that renews monthly until cancelled. Billed monthly in advance.
3. Referral Program: Customers can refer others to earn free months of service. Referrer receives one free month when referee reaches second month of paid subscription. Referee receives 15%+ discount on first 3 months.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

CoPilot AI is an AI-powered LinkedIn outbound sales platform that uses coordinated, self-trained AI sales agents (Strategy Agent, Targeting Agent, and Reply Agent) to automate end-to-end LinkedIn prospecting for B2B revenue teams. The platform builds audience segments from LinkedIn Sales Navigator, generates personalized outreach, handles prospect conversations, and books meetings directly in users' calendars. It is offered as a SaaS subscription with self-serve onboarding or sales-led contracts.

Product overview

CoPilot AI is a unified AI-powered outbound sales platform designed specifically for LinkedIn. The product architecture centers on three coordinated AI sales agents—Strategy Agent, Targeting Agent, and Reply Agent—that work together as an integrated system to automate LinkedIn prospecting end-to-end. The Strategy Agent serves as the strategic brain, learning the user's business and defining the outbound approach. The Targeting Agent translates this strategy into audience segments and campaigns built from LinkedIn Sales Navigator data. The Reply Agent then executes ongoing conversations, handling responses and booking meetings. Users access the platform through web applications (app.copilotai.com and teams.copilotai.com) to scale outbound results without increasing headcount. The platform is offered with various subscription tiers including Month-to-Month and Committed Term options, and includes native integrations with Salesforce, HubSpot, and Zapier for CRM connectivity.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategy Agent

Quantifiable outcome

• 2.1M connections generated in 2025
• +7 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability5 records

Feature7 records

Partnerships

Twelve partnerships are on record, tiered supporting and core.

• StripesupportingTechnology or IntegrationPayment processing provider. CoPilot AI uses Stripe for collecting and processing subscription payments from customers.
• HubSpotcoreTechnology or IntegrationCRM integration partner. CoPilot AI offers native integration with HubSpot that automatically updates contact records when users make new connections, receive replies, or book meetings. Supports UTM tracking for attribution.
• SalesforcecoreTechnology or IntegrationCRM integration partner. CoPilot AI offers native Salesforce integration for lead and contact tracking. Supports attribution properties and UTM parameter mapping for campaign tracking.
• Google AnalyticssupportingTechnology or IntegrationWeb analytics provider used by CoPilot AI for internal analytics and website performance tracking.
• Microsoft AzuresupportingTechnology or IntegrationCloud infrastructure provider hosting CoPilot AI's services and data.
• ChartMogulsupportingTechnology or IntegrationSubscription analytics platform used by CoPilot AI for billing analytics and revenue tracking.
• Facebook RemarketingsupportingTechnology or IntegrationFacebook advertising and remarketing pixel/services used for customer acquisition marketing.
• FirstPromotersupportingTechnology or IntegrationAffiliate and referral marketing platform potentially supporting CoPilot AI's referral program operations.
• CapterrasupportingGTM or Marketing PartnerSoftware review platform where CoPilot AI maintains a presence for customer discovery and reviews.
• G2 CrowdsupportingGTM or Marketing PartnerSoftware review marketplace and B2B peer review platform for CoPilot AI's customer reviews and visibility.
• ZapiercoreTechnology or IntegrationWorkflow automation platform integration. CoPilot AI can connect to Zapier for custom automations and integrations with applications not natively supported.
• Government of CanadacoreOthersFederal government allocated $26 million to support 10 Vancouver-based companies in growth and innovation activities. CoPilot AI was identified as one of the recipient companies. The initiative aims to generate 500 jobs, $500M in revenue growth, and $400M in new global sales.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Dux-Soup: LinkedIn automation tool for prospecting, lead generation, and drip campaigns. Comparable as a LinkedIn-native automation player, though less focused on AI agents and revenue-team workflows.
• Saleshandy: LinkedIn and email automation platform aimed at SDRs and sales teams. Comparable as a lower-cost LinkedIn-native outreach tool competing for the same end users as CoPilot AI.
• Outreach: Enterprise sales engagement platform with AI-driven sequencing and conversation intelligence. Comparable as a sales-team platform for outbound execution, though it spans email/calling more than LinkedIn-native workflows.
• Klenty: Sales engagement platform with multichannel cadences and AI-driven personalization for SDR teams. Comparable in feature set and target buyer (revenue teams scaling outbound without adding headcount).
• SalesLoft: Sales engagement platform with cadence automation, dialer, and conversation intelligence. Direct competitor for revenue team outbound budgets, with comparable AI-assisted workflow features.
• Lemlist: Multichannel outreach tool focused on personalized cold email and LinkedIn steps. Comparable in targeting SMB and mid-market revenue teams running personalized outbound at scale.
• Reply.io: AI-powered sales engagement and outreach automation across email, LinkedIn, and calls. Closely comparable as a multichannel sequence tool with growing AI agent features for SDR workflows.
• Apollo.io: Sales intelligence and engagement platform combining a B2B contact database with multichannel outreach sequencing. Closely comparable to CoPilot AI as it targets the same revenue teams with prospecting and outbound automation, though broader across email and calling.

Broad incumbents

• HubSpot Sales Hub: CRM and sales engagement suite with built-in sequences, prospecting, and AI features. Comparable buyer base and includes LinkedIn task steps; broader portfolio than CoPilot AI's specialized LinkedIn offering.
• ZoomInfo: Large B2B data and intelligence platform with sales engagement, intent, and conversation intelligence offerings. Comparable buyer (sales/revenue teams), with broader scope than CoPilot AI's LinkedIn-focused product.

Market position

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCVC33vK-1gIhF-9dewcxgfQ
• LinkedInlinkedin.com/company/copilotadvisor
• Instagraminstagram.com/copilot.ai/?hl=en
• Xx.com/Copilotadvisor

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds3 records

Investors3 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 CoPilot AI