How is R Squared AI different from McKinsey or BCG?

We're builders, not advisors. Our founding team has carried quota, architected enterprise systems, and deployed AI agents running production workloads. We deliver working systems, not slideware. Every engagement produces deployed, production-grade AI agents — not PowerPoint recommendations.

How long does it take to deploy R Squared AI agents?

From discovery to deployed agents in 6-8 weeks. We follow a rapid deployment methodology: Discovery and Design, then Build and Deploy, then Continuous Optimization with agents that learn from usage patterns.

What industries does R Squared AI serve?

R Squared AI serves three primary industries: Private equity portfolio companies needing fast operational wins, insurance companies looking to enable producers, and manufacturing firms with long cycles and complex product tracking needs.

What CRM systems does R Squared AI integrate with?

R Squared AI integrates with Salesforce, Microsoft Dynamics, and HubSpot, along with ERP systems, email platforms, and conversation intelligence tools. We layer intelligence on top of your existing stack — no migrations or rip-and-replace required.

Is R Squared AI enterprise-grade and audit-ready?

Yes. R Squared AI is regulatory ready with full audit trails on every AI decision. Every AI action is explainable and reviewable by compliance teams. No black boxes. Your legal and procurement teams will have zero objections.

AI that carries quota alongside your reps.

Q: What does R Squared AI do?

R Squared AI builds production-grade AI agents for sales intelligence and revenue operations. Our agents connect Salesforce, ERP, email, and conversation data into a single intelligence layer, automating CRM hygiene, surfacing pipeline opportunities, and delivering measurable revenue lift in 6-8 weeks.

Production-grade AI agents that listen to your sales activity, update your CRM, and surface pipeline opportunities and risk.

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AI insights and strategies

What your sales process will look like with R²

FROM DISCOVERY TO DEPLOYED AGENTS IN 6-8 WEEKS.NOT SLIDEWARE, WORKING SYSTEMS.

HOW WE THINK

One Brain To Rule Them All

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One Brain To Rule Them All

Our agents connect Salesforce, your ERP, email, and conversation data into a single intelligence layer - so your forecast reflects reality.

Built by Operators for Operators

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Built by Operators for Operators

Our team has carried quota, architected enterprise systems, and deployed AI agents running production workloads at scale. We've sat in your chair. We know what works.

Built for Compliance

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Built for Compliance

Audit ready from day one. Every AI action logged, every decision explainable. Your compliance team sees exactly what happened and why.

WHAT WE DO

Pipeline Intelligence

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Pipeline Intelligence

Spot at-risk deals earlier.

Real-time deal health scoring powered by conversation analysis, engagement tracking, and win/loss patterns. Get alerts before opportunities disappear.

Expansion & Cross-Sell

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Expansion & Cross-Sell

15-30% more pipeline from existing customers.

Your client base is a goldmine of information. Our agents analyze usage patterns, contract timelines, and engagement signals to surface expansion opportunities.

Sales Enablement

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Sales Enablement

Give reps time back every week.

Automatic call logging, contact updates, and activity capture. Your reps sell while our AI handles the rest.

Built for Compliance

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Built for Compliance

Audit ready from day one.

Every AI action logged, every decision explainable. Your compliance team sees exactly what happened and why.

Your Stack, Enhanced

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Your Stack, Enhanced

Built to enhance Salesforce, Dynamics, HubSpot, not replace them.

We layer intelligence on top of your existing CRM, ERP, and communication tools. No migrations. No rip-and-replace. Just smarter systems.

Expansion & Cross-Sell

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Expansion & Cross-Sell

15-30% more pipeline from existing customers.

Your client base is a goldmine of information. Our agents analyze usage patterns, contract timelines, and engagement signals to surface expansion opportunities.

Built for Compliance

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Built for Compliance

Audit ready from day one.

Every AI action logged, every decision explainable. Your compliance team sees exactly what happened and why.

Pipeline Intelligence

Hover for moreTap for more

Pipeline Intelligence

Spot at-risk deals earlier.

Real-time deal health scoring powered by conversation analysis, engagement tracking, and win/loss patterns. Get alerts before opportunities disappear.

Sales Enablement

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Sales Enablement

Give reps time back every week.

Automatic call logging, contact updates, and activity capture. Your reps sell while our AI handles the rest.

Your Stack, Enhanced

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Your Stack, Enhanced

Built to enhance Salesforce, Dynamics, HubSpot, not replace them.

We layer intelligence on top of your existing CRM, ERP, and communication tools. No migrations. No rip-and-replace. Just smarter systems.

WHO WE SERVE

Private Equity

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Private Equity

Portfolio companies need fast wins. We deliver wins fast.

Your portfolio companies operate on tight timelines. Our AI agents deploy in weeks, not quarters - improving pipeline visibility, forecast accuracy, and rep productivity within the first 90 days. Built for the velocity PE-backed companies demand.

Insurance

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Insurance

We enable producers. Simple as that.

Our AI agents handle the admin work - call notes, CRM updates, renewal tracking - so producers can focus on what they do best: building client relationships and writing business. We enable AI-powered underwriting assistance, claims automation, and policyholder engagement.

Manufacturing

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Manufacturing

Long cycles, complex products. We track it all.

Manage multi-year relationships and complex product portfolios with AI that surfaces opportunities for your reps.

Why R Squared

Your tools are siloed. We connect them. Call intelligence, email analysis, CRM data, and pipeline signals all feed into one orchestrated intelligence layer.

2-8 weeks to production. No 6-month implementations that never ship. Deploy fast, iterate faster.

Works inside Salesforce, Dynamics, HubSpot - wherever your team lives. No rip-and-replace. No migrations.

Orchestrated Intelligence

Your tools are siloed. We connect them. Call intelligence, email analysis, CRM data, and pipeline signals all feed into one orchestrated intelligence layer.

Production in Weeks

2-8 weeks to production. No 6-month implementations that never ship. Deploy fast, iterate faster.

Built for Your Reality

Works inside Salesforce, Dynamics, HubSpot - wherever your team lives. No rip-and-replace. No migrations.

HOW WE DELIVER

Discovery & Design

2-hour working session to map processes and design solutions.

Rapid Deployment

AI agents deployed in weeks, not months.

Continuous Optimization

Agents learn from usage patterns and edge cases. Performance improves without manual tuning.

Measurable Impact

We identify KPIs upfront and measure outcomes against them. 15-25% forecast accuracy improvement, 20-30% pipeline expansion.

FOUNDERS

Rich RivaraCEO

Rich Rivara

Chief Executive Officer

35+ years scaling revenue and operations across enterprises. Former executive at Appirio (acquired for $500M) and BridgeNext, where he built sales organizations from $0 to 8-figure ARR. His network includes Fortune 500 CROs, VPs of Sales Operations, and revenue leaders who have deployed AI at scale. Not a consultant. A former operator who carried quota and built teams.

Will GodfreyCTO

Will Godfrey

Chief Technology Officer

McKinsey's leading global expert on front-office technology for nearly a decade — but not the kind who makes slides. Architected enterprise systems for Fortune 500 companies, served as virtual CTO for digital business builds generating $500M+ in revenue, and made Salesforce the backbone of customer operations for a 6,000-person organization. Before McKinsey, built and deployed CRM platforms at scale at Appirio. Serial entrepreneur with 20+ years in enterprise tech. MBA from Georgia Tech. Builds the systems other people make decks about.

Tyler PreisserCPO

Tyler Preisser

Chief Product Officer

A lifelong builder, Tyler has spent his career solving real problems with code, with engineering, and with people. He's coded custom LLM models, built production agentic systems that automated entire back-office operations, and engineered and went to market with products from robotic systems to custom AI. A sharp communicator with deep sales instincts, Tyler has a natural ability to relate to your problems and the technical know-how to build and translate them into solutions that actually work. He holds a degree in Engineering Design and Technology. At R Squared, Tyler owns the product vision, ensuring every solution the team builds is production-ready, client-aligned, and built for what comes next.

READY FOR REAL SALES MOMENTUM?

Let's Talk

See what's possible in 30 minutes.

WHAT WE DO

Pipeline Intelligence

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Pipeline Intelligence

Spot at-risk deals earlier.

Real-time deal health scoring powered by conversation analysis, engagement tracking, and win/loss patterns. Get alerts before opportunities disappear.

Expansion & Cross-Sell

Hover for moreTap for more

Expansion & Cross-Sell

15-30% more pipeline from existing customers.

Your client base is a goldmine of information. Our agents analyze usage patterns, contract timelines, and engagement signals to surface expansion opportunities.

Sales Enablement

Hover for moreTap for more

Sales Enablement

Give reps time back every week.

Automatic call logging, contact updates, and activity capture. Your reps sell while our AI handles the rest.

Built for Compliance

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Built for Compliance

Audit ready from day one.

Every AI action logged, every decision explainable. Your compliance team sees exactly what happened and why.

Your Stack, Enhanced

Hover for moreTap for more

Your Stack, Enhanced

Built to enhance Salesforce, Dynamics, HubSpot, not replace them.

We layer intelligence on top of your existing CRM, ERP, and communication tools. No migrations. No rip-and-replace. Just smarter systems.

Expansion & Cross-Sell

Hover for moreTap for more

Expansion & Cross-Sell

15-30% more pipeline from existing customers.

Your client base is a goldmine of information. Our agents analyze usage patterns, contract timelines, and engagement signals to surface expansion opportunities.

Built for Compliance

Hover for moreTap for more

Built for Compliance

Audit ready from day one.

Every AI action logged, every decision explainable. Your compliance team sees exactly what happened and why.

Pipeline Intelligence

Hover for moreTap for more

Pipeline Intelligence

Spot at-risk deals earlier.

Real-time deal health scoring powered by conversation analysis, engagement tracking, and win/loss patterns. Get alerts before opportunities disappear.

Sales Enablement

Hover for moreTap for more

Sales Enablement

Give reps time back every week.

Automatic call logging, contact updates, and activity capture. Your reps sell while our AI handles the rest.

Your Stack, Enhanced

Hover for moreTap for more

Your Stack, Enhanced

Built to enhance Salesforce, Dynamics, HubSpot, not replace them.

We layer intelligence on top of your existing CRM, ERP, and communication tools. No migrations. No rip-and-replace. Just smarter systems.

HOW WE DELIVER

Discovery & Design

2-hour working session to map processes and design solutions.

Rapid Deployment

AI agents deployed in weeks, not months.

Continuous Optimization

Agents learn from usage patterns and edge cases. Performance improves without manual tuning.

Measurable Impact

We identify KPIs upfront and measure outcomes against them. 15-25% forecast accuracy improvement, 20-30% pipeline expansion.

FOUNDERS

Rich RivaraCEO

Rich Rivara

Chief Executive Officer

Will GodfreyCTO

Will Godfrey

Chief Technology Officer

Tyler PreisserCPO

Tyler Preisser

Chief Product Officer