Revenue workflows

Every conversation,
briefed and cited.

Archeus turns filings, funding, hiring signals, and your CRM into pre-call briefs, risk alerts, and outreach drafts — with every claim cited and every send kept human.

Enterprise SandboxedZero Model TrainingAudit Logged

Northstar Robotics — Pre-call brief

Signals → Brief → Conversation

Public signals — ingested

10-K parsed

SDR headcount +14% YoY

Series C

$42M · Mar 2026 · TechCrunch

Hiring

12 AE openings — expansion sign

Stack change

Migrated to HubSpot in Q2

Five-minute briefFor the rep
Prior use caseOps automation pilot, 2 teams
Stated priorityPipeline hygiene in Q4
Open questionChampion's budget authority?

Deal momentum — healthy

3 touchpoints in 10 days

Signals become a brief the rep can challenge — never an auto-send.

Real workspace preview — account signals, deal risk, and the rep's next move in one governed view.

38
public sources scanned per account, cited
~5 min
from raw signals to a challengeable brief
0
outbound messages sent without a rep
100%
of pipeline moves logged with evidence

Built for teams that review before they ship

Marketing teams
Sales orgs
Product squads
Finance teams
Analysts
Legal ops

In action

See the workspace, not a mock

A real working view — reviewable before anything ships.

Filings, funding, hiring, and stack changes become one cited brief — the rep never hunts across tabs.

Step 01 — Account signal ingestion

Public signals, assembled into one pre-call brief

38

public signals scanned for Northstar

4

cited sources — 10-K, Crunchbase, jobs board, blog

2+2 this week

trigger events that justify outreach now

Signal feed — ingested today

All cited

10-K parsed

SDR headcount +14% YoY — expansion mode

10-K p.24

Funding round

Series C · $42M · Mar 2026

Crunchbase

Hiring signals

12 AE openings opened in 30 days

Jobs board

Stack change

Migrated from Salesforce to HubSpot in Q2

Tech blog

Pre-call brief — five-minute read

Rep-owned

Northstar Robotics

VP Sales · 180 FTE · warehouse automation

Why nowTwo trigger events in 7 days — expansion signals
Their words“Pipeline hygiene is our Q4 priority” — earnings call
Open questionDoes the champion hold budget authority?
LandminesChampion changed roles in June — re-map stakeholders
Brief confidenceHigh
Prompt

Scan Northstar Robotics' public footprint — 10-K, funding, hiring, tech stack — and build a five-minute pre-call brief with cited trigger events.

How it works

A pipeline that explains itself

A practical, reviewable workflow—not a black box.

STEP 01INGEST

Ingest the signals

Filings, funding rounds, hiring, and stack changes are scanned, ranked, and cited — the account reveals why now is now.

Prompt

“Scan Northstar's public footprint and extract the signals that justify a conversation this quarter.”

Pipeline

  1. Parse filings & news

    38 sources scanned

  2. Dedupe & rank signals

    4 kept, 34 dropped

  3. Attach citations

    Every claim links to source

Verifiable output

SignalDetailSource
10-K hiring
SDR headcount +14% YoY
10-K p.24
Funding round
Series C · $42M · Mar 2026
Crunchbase
Stack change
Salesforce → HubSpot in Q2
Tech blog
STEP 02MAP

Map the account

Stakeholders, stated priorities, and landmines become a five-minute brief quoting the account's own words — built to be challenged.

Prompt

“Map Northstar's stakeholders, their priorities, and where momentum last stopped.”

Pipeline

  1. Identify buying group

    Economic buyer found

  2. Pull stated priorities

    From earnings call

  3. Flag landmines

    Champion changed roles

Verifiable output

Economic buyer — Dana Ruiz, VP Sales

Clear

Champion re-mapped after role change

Clear

Procurement contact unknown

Review
STEP 03DRAFT

Draft with receipts

Outreach references the account's own numbers and words — every claim cited, urgency tactics stripped, the send left to the rep.

Prompt

“Draft the first-touch email referencing their Q4 pipeline-hygiene push. Cite every claim.”

Pipeline

  1. Anchor on their words

    Earnings-call quote

  2. Bind claim citations

    10-K p.24 · Pilot Q3

  3. Run voice policy

    Urgency tactics stripped

Verifiable output

Subject — drafted

Northstar’s Q4 pipeline-hygiene push — a 15-minute angle

Cited ×2Rep sends it
STEP 04TRACK

Track deal health

Momentum, stalls, and single-threading are detected continuously — risks surface before the quarter slips, with the next move attached.

Prompt

“Health-check my open pipeline: stalls, single-threading, and champion changes.”

Pipeline

  1. Score deal momentum

    4 deals classified

  2. Detect stalls

    Vela — 18 days silent

  3. Check threading

    2 single-threaded

Verifiable output

DealStatusNext move
Northstar
Healthy
Schedule demo
Vela
Stalled
Multi-thread VP Ops
Meridian
At risk
Re-qualify champion
STEP 05REPORT

Report the quarter

The leadership memo assembles itself from deal records — coverage, concentration risk, and the three moves that matter, reviewed before it ships.

Prompt

“Draft Monday's leadership memo from the deal records — risks first, spin nowhere.”

Pipeline

  1. Assemble from records

    No numbers retyped

  2. Attach evidence

    Each line links out

  3. Manager review gate

    Held until approved

Verifiable output

Coverage 108% — but 40% of pipeline sits on 2 accounts.
Action: multi-thread Northstar and Vela by Oct 20.
Approvedlogged · pipeline-memo-w42

Capabilities

Velocity with a paper trail

Signal-to-brief pipeline

Filings, funding, hiring, and stack changes are scanned, ranked, and cited — the rep reads a brief, not forty tabs.

Filing parsed — 10-K p.24Trigger event
Funding round matched — Series CTiming signal
12 AE openings clusteredExpansion sign
Brief assembled — 5-min readReady for the rep

Deal hygiene, automatically

Call notes become structured CRM records — the next open thread, stakeholder, and risk, without the retyping.

Opportunity record updated post-call

Clear

Next step logged with a date

Clear

Risk flag added — Meridian champion exit

Review
Writes to CRMRep-approved

Bespoke outreach with receipts

Every draft references the account's own words and numbers — cited, voice-checked, and sent by the rep, never the system.

Cold introFollow-upRe-engageExec touch

The cadence is a proposal. The rep edits every step — Archeus never sends to a customer on its own.

Draft anatomy — one email

Human check

Their words

“Pipeline hygiene is our Q4 priority.”

Our proof

Pilot teams cut prep ~40% — cited.

Their decision

“Worth 15 minutes?” — rep sends.

01

Ingest the signals

Filings, funding, hiring, and stack changes are scanned and ranked — the account reveals why now is now.

Every kept signal carries a citation; the noise is dropped, not summarized.

  • 10-K, Crunchbase, jobs boards — one pass
  • Trigger events ranked by timing
  • 38 sources scanned, 4 signals kept
ACCOUNT SIGNALS
02

Map the account

Stakeholders, stated priorities, and landmines are assembled into a brief the rep can challenge in five minutes.

The brief quotes the account's own words — never a generic persona card.

  • Buying group mapped with roles
  • Priorities pulled from public statements
  • Champion changes flagged before they hurt
PRE-CALL BRIEF
03

Draft with receipts

Outreach references the account's own numbers — every claim cited, urgency tactics stripped by policy.

The rep edits and sends from their own mailbox. The system never sends.

  • First-touch, follow-up, and re-engage drafts
  • Claims bound to cited sources
  • Voice policy strips the cringe
GOVERNED OUTREACH
04

Prove the quarter

Momentum is tracked continuously, stalls are caught early, and the Monday memo writes itself from deal records.

Leadership reads risks first — the record, not the spin.

  • Stalls and single-threading detected early
  • Slipped deals arrive with reasons
  • Memo approved by the manager, then shared
PIPELINE TRUTH
FilingsFundingHiringStackNewsSignalsBuyersChampionsPrioritiesHistoryRisksAccountSubjectBodyProofTimingSendOutreachMomentumStallsCoverageActionsMemoForecast
scroll↓

Where it helps

Built around real team moments

Start with the workflow you already repeat — the pipeline maps to it, not the other way around.

Discovery preparation

A cited pre-call brief with stakeholders, priorities, and landmines — assembled before the meeting, challengeable in it.

Deal rescue

Stalled conversations get the multi-threading nudge while the deal is still saveable — not in the post-mortem.

Pipeline reviews

Leadership reads a memo built from deal records — slipped deals arrive with reasons attached.

RFP response support

Requirements organized and a response structure drafted — expert review before anything leaves the building.

Why teams switch

Less tool-switching. More useful work.

Without a connected workflowWith Archeus

Reps hunt across filings, LinkedIn, and the CRM before every call.

One cited brief ranks the signals that justify the conversation.

Stalls are discovered when the quarter already slipped.

Momentum tracking flags the stall in week two, with the move to fix it.

Outreach is a template with the first name swapped.

Drafts reference the account's own words, with every claim cited.

The Monday update is optimism with no evidence.

The memo cites deal records — concentration risk included.

Enterprise Standards

Built for auditability, privacy, and full human governance.

Zero Retention for Training

Zero Model Training

Customer prompts, uploaded business records, connected databases, and generated outputs are strictly ephemeral and never used to train base or commercial foundation models.

Sandboxed Execution

Automations, code evaluation, and browser executions occur in isolated, scoped environments with strict egress policies and encrypted secrets management.

Human Approval Gate

Consequential actions—such as customer communications, database writes, or live deployments—require deliberate human confirmation with comprehensive audit logs.

Questions

What teams ask first

Give every seller a stronger, cited starting point.

Start with one real workflow, keep people in control, and build from what works.