What Inverta Digital does

Inverta Digital is a privately held Israeli strategic consulting firm specializing in Revenue Operations (RevOps), founded in 2021 and headquartered at the Diamond Exchange in Ramat Gan. The company offers enterprise consulting, marketing and data services, automation and AI implementation, and project management, with the stated objective of connecting marketing strategy, business objectives, and technological tooling into unified revenue engines. It serves enterprise and mid-market organizations across healthcare, automotive, insurance and finance, education, academia, real estate, regional tourism, and US-based luxury e-commerce.

The firm's product surface includes a productized AI Agent for WhatsApp that operates as a 24/7 virtual worker handling customer service, sales inquiries, appointment booking, and CRM integration; an AI Data Agent that queries distributed data sources via natural language without requiring data migration; automated customer journey orchestration; and a course product (390-1,290 ILS) covering Make, Zapier, OpenAI, and Looker Studio. Underlying integration spans Make, Zapier, n8n, HubSpot, Zoho, Emarsys, Smoove, OpenAI, WhatsApp Business API, Google Analytics, Meta, and Google Ads. AI is a central differentiator but is built on third-party foundation models rather than proprietary research.

The business model is primarily professional services revenue from multi-year consulting engagements, supplemented by an AI Automation Course (one-time fee per learner with lifetime access), a three-tier referral partner program paying 5-15% recurring commissions over client lifetime, and educational lectures and workshops. GTM combines direct enterprise sales (starting with a free 30-minute diagnostic call), content marketing via LinkedIn and a corporate blog, academic partnerships, an AI WhatsApp agent for PLG-style lead capture, and partner referrals. The firm is founder-led by Sigal Van-Kornfeld (CEO, MBA in Strategy from Reichman University, 15+ years in digital marketing) and operates with a lean 1-10 person team.

Name

Inverta Digital

Legal name

אינברטה בע״מ

Website

https://inverta.digital

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Inverta Digital is an Israeli RevOps consulting firm offering AI-based marketing automation, customer journey orchestration, and revenue operations services to enterprise and mid-market clients across healthcare, education, insurance, real estate, tourism, and US luxury e-commerce.

Ownership category

akta.pro rank

Product category

RevOps & Marketing Automation Consulting

NAICS

Advertising Agencies (54181), Advertising Agencies (541810), Other Services Related to Advertising (541890)

SIC

Services-Advertising Agencies (7311), Services-Advertising (7310)

akta.pro primary industry

Marketing Automation Platforms & Services (BPAFAFAC)

akta.pro secondary industries

Marketing Automation & Campaign Management CRM (HDAEAFAB), Marketing Automation, CRM & Lifecycle Messaging (BPAMALAE), Marketing Automation Operations for Demand Gen (Email/CRM Workflows) (BPAFAKAM), Personalization, Testing & Conversion Rate Optimization (CRO) (BPAFAFAG)

Keywords

• RevOps consulting
• Marketing automation
• AI customer journeys
• Digital transformation
• Business automation

Headquarters

HQ city

Ramat Gan

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Strategic Consulting Services: AI-based business improvement consulting, customized for each client. Connects marketing and business strategy with technological tools that deliver customer experience, revenue, and efficiency.
2. Marketing and Data Services: Marketing management, data measurement and analysis, and goal-based lead nurturing campaigns—working closely with sales, marketing, and executive teams with ongoing optimization.
3. Automation and AI Implementation: Setup of smart automation processes (Make/Zapier/n8n), AI agents, and system integrations that connect entire operations into one working process.
4. Project Management and Requirements Definition: Comprehensive requirements planning and project management for digital projects—ensuring timeline, budget, and quality compliance.
5. AI Automation Course: Educational offerings including self-paced digital course (390 ILS), course plus (690 ILS with personal consulting), and course plus consulting (1,290 ILS with 3 hours of personal consulting). Lifetime access with ongoing updates.
6. Partner Referral Commissions: Recurring commissions paid to referral partners (5–15% tiered) for clients who remain with the company. Partners include referrers (5%), certified partners (10%), and strategic partners (15%).

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Inverta Digital is a RevOps strategic consulting agency that delivers AI-based business improvement, marketing automation, data-driven marketing operations, and customer journey consulting. It connects marketing strategy and business objectives with technological tools (marketing automation platforms, CRM, AI agents) to build integrated revenue engines rather than isolated marketing activities for enterprise and mid-market clients.

Product overview

Inverta Digital is a RevOps (Revenue Operations) strategic consulting agency offering a portfolio of services and products centered on business growth driven by AI, data, and strategy. The core offering is structured around four service pillars: Enterprise Consulting, Marketing & Data, Automation & AI, and Project Management. These are complemented by three named product offerings: Customer Journeys (automated, multi-channel customer lifecycle programs), the AI Agent for WhatsApp (a 24/7 autonomous agent for service and sales), and the RevOps practice (end-to-end revenue operations connecting marketing, sales, and service). Inverta also monetizes its expertise through an AI Automation Course (a digital course on Make, Zapier, and BI dashboards) and public lectures and workshops. The portfolio is unified by its emphasis on connecting strategy to technology to produce measurable business results, with AI agents and marketing automation as the operational engine across all engagements.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Increased conversion rates from lead to customer through combined data work and personalized marketing
• +4 more outcomes

Named customers8 records

Segments6 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability8 records

Feature4 records

Partnerships

One partnership is on record.

• Referral Partner NetworkcoreGTM or Marketing PartnerReferral partner program inviting digital marketing professionals, consultants, and agencies to refer clients needing AI, marketing, or automation services. Partners earn recurring commissions (5–15% tiered) for the lifetime of referred clients rather than one-time payments. Partners include Referrers, Certified Partners, and Strategic Partners with escalating commission rates. The program includes a 90-day reference window and ready-made marketing materials. Free joining with 48-hour approval.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• ActiveCampaign: Established marketing automation and CRM platform with a large partner/agency ecosystem. Comparable because Inverta implements it (and competes with) on CRM + automation for SMB and mid-market clients.
• Klaviyo: Marketing automation platform specialised in e-commerce lifecycle messaging and customer journeys. Directly comparable to Inverta's e-commerce (US fine jewelry) customer journey work.
• Drift (Salesloft): Conversational AI and revenue acceleration platform (now part of Salesloft). Comparable because Inverta's AI WhatsApp Agent competes for the same conversational sales/service use cases across digital channels.
• Intercom: Customer messaging platform with AI agent (Fin) for automated service and sales conversations. Comparable as a competitor in AI-driven customer engagement, lifecycle messaging, and CRM-integrated conversational automation.
• HubSpot: Leading CRM and marketing automation platform with a global solutions partner network. Comparable because Inverta delivers HubSpot implementations and competes with thousands of HubSpot partner agencies for the same customer journey work.

Direct peers

• Kalungi: Boutique RevOps-as-a-Service consultancy providing HubSpot implementation, marketing operations, and sales-marketing alignment. Comparable as a small-team RevOps consultancy with a productised service approach and content-driven demand generation.
• SmartBug Media: HubSpot Elite solutions partner and full-service RevOps / inbound marketing agency. Directly comparable as a consultancy that builds marketing automation, CRM, and revenue operations infrastructure for mid-market and enterprise clients.
• Heinz Marketing: B2B marketing agency focused on revenue operations, demand generation, and sales-marketing alignment. Closely comparable as a boutique consultancy delivering integrated MarTech and RevOps services to mid-market and enterprise clients.
• Single Grain: Digital marketing agency specialising in SEO, paid media, and marketing funnels with growing RevOps/automation capability. Comparable as a services-led agency that builds marketing stacks and customer journeys for growth-stage companies.

Emerging players

• ManyChat: Conversational AI / chatbot platform focused on WhatsApp, Instagram, and Messenger automation. Comparable because Inverta's AI WhatsApp Agent competes in the same WhatsApp automation and conversational commerce space.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/invertadigital

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Inverta Digital