# Traq365 Corporation

Leveraging AI to Win More Sales

## Elevator pitch
We record sales conversations and then use AI and Machine Learning to identify insights and actionable intelligence.

- Canonical URL: https://wefunder.com/traq365corporation
- Entity ID: wefunder:company:86050
- Last updated: 2026-06-14T05:02:56Z
- Generated at: 2026-06-15T04:23:13Z

## Quick facts
- $1,275,000 raised in friends and family round.
- MVP currently in Use
- CEO is a successful serial founder with three prior exits.
- The leadership team has 50+ years of expertise in business logistics, sales sector, & IT infrastructure.
- Billion-dollar market opportunity in CRM and conversational AI sectors.
- Powerful AI gives sales leadership visibility into every sales opportunity.
- Empowers sales professionals to forecast quarterly revenue with precision.

## Active fundraises
- wefunder:fundraise:45315: 4(a)(6) successful (USD)
- wefunder:fundraise:45316: 4(a)(6) successful (USD)

## Story
Traq365 is the only platform that converts organic sales conversations into unbiased, structured data. With exclusive, cutting-edge AI, Traq365 analyzes recorded sales conversations for critical insights, buyer intent, and actionable intelligence to help businesses plan revenue accurately and increase sales.In a sales conversation, every word is crucial. These interactions contain all the data needed to win the business…but without a reliable way to capture and analyze this information, sales leaders are forced to make investments, strategic decisions, and provide guidance based on best guesses, not empirical data.Via proprietary AI technology not even available a year ago, Traq365 captures the previously untapped human element of sales calls. The tech knows when a buyer’s skepticism threatens the deal. It sees follow-up tasks and opportunities that humans can’t. It spots industry trends and new competitors.At the helm of Traq365 is industry leader Adam Rubenstein, serial entrepreneur/inventor with a proven track record of building successful companies. An expert in production & delivery processes for data management, Adam’s recent ventures include scaling his last company to $42M ARR.Traq365 is at the intersection of two industries poised for tremendous growth: machine learning/AI, and CRM (customer relationship management) software. The global conversational AI market size is expected to grow to $13.9B by 2025, at a CAGR of 21.9%, and CRM revenue will exceed $80B by 2025.The market for conversational sales AI platforms is hot: Traq365’s peer companies, Chorus and Gong, are valued at $100-500M and $7.25 billion respectively. As the only AI sales platform focused on the buyer’s behaviors and concerns, Traq365 is poised for success in this fast-growing market.AI ventures get a lot of buzz ... but did you know that 40% of companies claiming to use it aren’t actually doing so? Traq365 uses real AI + machine learning developed over years of proprietary research. With the next $1M raised, Traq365 will continue to perfect its tech, further app development, and increase marketing and salesWith exclusive tech and an experienced team of entrepreneurs and industry experts, Traq365 provides the objective visibility into each sales call for valuable insight that was impossible to capture even just a year ago. Join Traq365 in revolutionizing the potential of the sales conversation.Take full advantage of this stellar team’s expertise and gain exclusive insights into optimizing your sales process and scaling your company with these amazing investor perks!

## FAQ
1. **Hello Adam/Team - the roadmap (pg 13) in the funding deck talks about the MVP, and beta testing with "launch partners" - can you say anything about the current state of the MVP and the next steps for it, and about these launch partners and the feedback you received from them (...**
   - We’ve completed the MVP version of our platform and have about 50+ people using it. The feedback has been strong. Users find that: (1) Having call recordings is very helpful; they can re-listen to them as needed. (2) The AI Call Summary of their calls makes it easy to “refresh” their memories when preparing for a pipeline review or getting ready for the next sales conversation. (3) The Sentiment Analysis - defined by our AI - provides an objective evaluation on how the buyer(s) felt. (4) The ...
2. **You mention Chorus and Gong, both significant brands/user traction. What is your plan to win?**
   - This is a great question that has multiple dimensions. First, sales Conversation Intelligence is a nascent industry. There are several players in this space, but when all combined, don’t represent a very significant amount of revenue...yet! We believe the space is ripe for multiple approaches and each player has a different “take” on how to best use the conversation data. Other platforms focus on the sales side; sales managers use their data to review sales conversations and help improve a sa...
3. **Hi Adam - I love the product, definitely sense there’s a good market there, but I have concerns over the finances... I was looking into the Details section, specifically at the Runway & Short/Mid-Term Expenses. You have $60k in hand, expenses are $40k/month so you have 1.5...**
   - Nick, there are several things baked into your question. If we don't raise any more funding, we'll manage our expenses very cautiously, reduce non-essential spend and focus on driving revenue. The technology already works well and while we'd like to continuously layer on more capability, this is not critical. On top of that, I'm prepared to self-finance the company for another 12 months, though at a reduced monthly burn. In our plans, we expect to do another more substantial raise in about 12...
4. **Hi Adam- I am interested and have two questions. 1. There are too many crm companies. who are your main competitors? what competitive advantage do you have? 2. How are you different than Xm (https://www.qualtrics.com/)? How do you serve customer better than XM? thanks,-BH**
   - BH, thanks for the question. First, I agree there are too many CRM companies. And most are hardly more than electronic rolodexes. They're missing the critical information from the sales conversation that makes it possible to develop a sales strategy and win the deal. Traq.ai doesn't replace the CRM. Rather, we perfectly compliment the crm by making it possible to inject the critical information into them. I've been selling for 25+ years and the problem we all have in sales is multifold: First...

## Team
- Adam Rubenstein (CEO / Co-Founder)
- Pete Rice (CTO)
- Chris Rice (CXO)

## Recent posts
- Import Call Recording for transcription (2021-12-13T21:16:28Z)
- Traq.ai is combined with Da Vinci (2021-12-07T20:07:08Z)
- Traq.ai: our proprietary Desktop Recorder (2021-12-02T19:24:52Z)
- We changed our name to Traq.ai (2021-11-28T15:39:05Z)
- Traq.ai Update (2021-11-26T15:31:47Z)

## Q&A
- Q: Can you provide an update for revenue and customers update for 2021? Second next 6 months roadmaps? Thank you.
- Q: Hi Adam- I am interested and have two questions. 1. There are too many crm companies. who are your main competitors? what competitive advantage do you have? 2. How are you different than Xm (https://www.qualtrics.com/)? How do you serve customer better than XM? thanks,-BH
  - A: BH, thanks for the question. First, I agree there are too many CRM companies. And most are hardly more than electronic rolodexes. They're missing the critical information from the sales conversation that makes it possible to develop a sales strategy and win the deal. Traq.ai doesn't replace the CRM. Rather, we perfectly compliment the crm by making it possible to inject the critical information into them. I've been selling for 25+ years and the problem we all have in sales is multifold: First, taking notes during a sales conversation is difficult so notes are often ignored. Traq.ai captures the conversation and then analyzes it with the intent to better understand the buyer. (I often joke that I'd like to be able to read the buyer's mind; I can't but Traq.ai is the next best thing.) No other technology is designed in this way. We're also designed to provide visibility into the sale. For example, we provide a sentiment score so we know whether the buyer was leaning into the sale or not. Then we score each call so we know objectively whether the call went well. Data that is critical to develop sales strategies and develop accurate revenue projections. Over the past few years, marketing has become especially data driven. But the sales conversation may be the last bastion of untapped data. Our job is to convert the sales conversation into data that can be analyzed and then used to drive better sales decisions. We want to understand what the buyer cares about? What are their concerns? What's in it for them if we solve their problem? What is the impact of their problem on their organization. These are the answers we need in order to win more deals. I ran sales teams over the past years and the biggest challenge I faced was not really knowing whether any particular opportunity was going well or poorly until the deal was lost or won. With Traq.ai, for the first time I have visibility into every deal during the entire sales cycle. Nobody is doing this! Traq.ai turns KNOW into YES!
- Q: Hi Adam - I love the product, definitely sense there’s a good market there, but I have concerns over the finances... I was looking into the Details section, specifically at the Runway & Short/Mid-Term Expenses. You have $60k in hand, expenses are $40k/month so you have 1.5 months tops. Current raise is around $150k, let’s round it up to $160k and call it another 4 months - so you have max 5.5 months if nothing more comes in from the raise or elsewhere (and the raise is going pretty slowly from what I’ve observed so far). In 6 months you’re expecting $10k revenue, but expenses by then will be up to $115k/month, so you’re net negative $105k/month. You aim to be profitable within 24 months - so that's another 18 months of probably negative $100k/month (that's an average figure - should expect it to be front-loaded and reduce over time of course). I see a comment "If necessary, we can be additionally financed with Personal Resources from CEO and founder Adam Rubenstein to cover short-term burn” - just how far are you personally prepared to go with that given it could take $100k/month to keep the company going ? I appreciate you have prior successful exits so presumably you have sufficient resources to cover that - but are you prepared to put in average $100k+ monthly for the next 12-18 months ? Or rather within the next 6-12 months do you see the company coming back for 1 or more substantial raises ?
  - A: Nick, there are several things baked into your question. If we don't raise any more funding, we'll manage our expenses very cautiously, reduce non-essential spend and focus on driving revenue. The technology already works well and while we'd like to continuously layer on more capability, this is not critical. On top of that, I'm prepared to self-finance the company for another 12 months, though at a reduced monthly burn. In our plans, we expect to do another more substantial raise in about 12 months at a much higher valuation.
- Q: You mention Chorus and Gong, both significant brands/user traction. What is your plan to win?
  - A: This is a great question that has multiple dimensions. First, sales Conversation Intelligence is a nascent industry. There are several players in this space, but when all combined, don’t represent a very significant amount of revenue...yet! We believe the space is ripe for multiple approaches and each player has a different “take” on how to best use the conversation data. Other platforms focus on the sales side; sales managers use their data to review sales conversations and help improve a sales exec’s performance. At Traq365, we’re more interested in the buyer side. (Sales leaders already know what the salespeople are supposed to say and do; they trained them.) What we really want to understand is: • What the buyer is thinking? • What they care about? • How the problem affects them? • What is the cost to not solving the problem? • What is the decision process? • Who has the authority to make a buying decision? • And much more Put another way, we’d like to get into their heads. The next best thing is carefully analyzing what they say during a sales conversation and learn from this data. But identifying and analyzing this data has been deeply challenging because of the way people verbally communicate: conversations wander, etc. This is a key differentiator for Traq365. We’re coupling superior NLP technology with AI technology and predictive analysis. Chorus and Gong are big players in our space, but their capabilities are different because their intent is different. Traq365's intent is to objectively and accurately measure the status and performance of every opportunity, and the sentiments of a buyer, while also providing clarity and certainty in revenue projections and pipeline management. Traq365's AI, NLP and Machine Learning dive more deeply into conversations, spotting nuances that other platforms (and humans) can’t detect. These nuances are synthesized into many other data points and sentiment signals to bring yet-unseen visibility into the state of a sales team’s performance, and any deal. Traq365 delivers multidimensional value across the business in ways other platforms do not.
- Q: Hello Adam/Team - the roadmap (pg 13) in the funding deck talks about the MVP, and beta testing with "launch partners" - can you say anything about the current state of the MVP and the next steps for it, and about these launch partners and the feedback you received from them (ideally, also what changes did you make based on their feedback). Many thanks.
  - A: We’ve completed the MVP version of our platform and have about 50+ people using it. The feedback has been strong. Users find that: (1) Having call recordings is very helpful; they can re-listen to them as needed. (2) The AI Call Summary of their calls makes it easy to “refresh” their memories when preparing for a pipeline review or getting ready for the next sales conversation. (3) The Sentiment Analysis - defined by our AI - provides an objective evaluation on how the buyer(s) felt. (4) The Call Score - also calculated by our AI - provides an unbiased analysis of how well the call went. (5) The Opportunity Score - also calculated by our proprietary AI - provides an objective measure of how well the deal is going. (6) The Insight Report - also part of our proprietary AI - provides a comprehensive analysis of the entire conversation, mining it for things that many salespeople might not capture as they’re deeply engaged trying to move the sales conversation forward. We’ve made some UI adjustments based on user feedback as well as received some great guidance on reports and features that will make the technology ever more powerful in the future. We update the platform about every 3 weeks, continuously advancing the AI, feature set and UI. We’re solving a really big problem. The sales conversation is data that has been ignored for too long. We’re able to capture this unstructured data, convert it, analyze it and learn from it. Sales leaders have been “flying blind” for too long. They only really know what’s happening among their sales team after an opportunity is won or lost. Then they either applaud the win or do a post-mortem on the loss. Traq365 give sales leaders visibility into their deals in real time which makes it possible to strategize, respond, and better navigate the sale. Let me know if you’d like to know more. Thanks for the question!