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SEED SAFE · ACTIVE RAISE

AI Infrastructure for
Premium Service Businesses.

EQ Intelligence AI is a live platform bringing AI-powered intake, assessment, and onboarding workflows into premium service businesses. We are commercially deployed and raising a Seed SAFE to accelerate product growth, client onboarding, and measurable proof across active deployments.

STAGE
Seed
INSTRUMENT
SAFE
MODEL
Vertical AI SaaS
DELIVERY
White-Label
SCROLL

A workflow wedge with fast,
measurable proof loops.

Clear ROI Surface Area

Lead quality, conversion rate, onboarding speed, and client engagement are measurable in weeks, not years.

Defined, High-Value Buyer

Premium service providers — including hospitality, wealth management, coaching, and professional services — where lead quality and client experience drive revenue.

White-Label Distribution

EQAI lives inside the client's brand and funnel, reducing adoption friction and enabling partner-led expansion across multiple verticals.

Workflow-First, Not Open Chat

Structured intake, assessment, routing, and onboarding are designed for outcomes, governance, and predictable AI usage.

Platform Expansion Path

Start at the front door with intake, assessment, and onboarding, then expand into retention, upsell, follow-up, and CRM-adjacent integrations.

Governed AI Economics

Cost discipline is built into the product model. Predictable usage and white-label delivery support durable margins at scale.

A concise view of the raise
and what it unlocks.

EQAI is live, commercially deployed, and raising a seed SAFE to accelerate commercial growth — expanding our active client base and deepening platform capabilities.

EQAI Analytics Dashboard showing 3.2x user growth, 94% conversion, $245K revenue
Live Platform
Commercially Deployed
Multi-Vertical Use Cases
Seed SAFE Open
Company
EQ Intelligence AI, Inc.
Entity
Delaware C-Corp
Stage
Seed
Instrument
SAFE
ICP
Premium Service Businesses
Counsel
Cooley LLP
Annual Minimum
$7,500
Minimum annual commitment per client account
  • $2,500 setup fee at signing
  • Balance paid over 90 days
  • White-label configuration
  • Funnel integration
Done-For-You
$2,500
Optional full-service setup and onboarding
  • AI partner training
  • Assessment build
  • Full configuration
  • Guided launch
01
Commercial Conversion
Complete acquisition → assessment → onboarding scope. All core modules shipped and tested.
Weeks 1–4
02
Platform Hardening
Onboard and support paid founding cohort with guided setup and white-glove support.
Weeks 3–8
03
ROI Instrumentation
Deploy reporting infrastructure. Capture before/after outcomes tied to the revenue workflow.
Weeks 5–10
04
Investor Proof Package
Publish verifiable proof pack. Begin CRM integrations roadmap and Series A preparation.
Weeks 8–12

Premium service businesses run on trust.
Most automation breaks it.

Premium service businesses are relationship-driven. The funnel is not just lead capture — it is rapport, qualification, and the handoff into a clear next step. Most tools either stop at forms and calendars, or they introduce generic automation that feels brittle and impersonal.

AI Client Journey Platform
AI INTAKE
ASSESSMENT
ROUTING
ONBOARDING
EQAI Platform
01
Prospect Lands

A prospect clicks an ad, link, or referral path and lands on a branded page.

02
AI Partner Engages

An embedded AI partner engages in the brand's voice, builds rapport, and begins qualification.

03
Tailored Assessment

The prospect completes a tailored assessment tied to the relevant offer, service, or next-step path.

04
Smart Routing

EQAI routes the prospect to the right CTA: book, buy, apply, inquire, or continue onboarding.

05
Qualified Handoff

The business receives cleaner qualification context and a more prepared prospect for the next step.

WHY NOW
AI is everywhere and skepticism is rising. Buyers respond to structured, outcomes-driven workflows more than novelty chat.
Coaches already spend heavily to acquire leads. A conversion lift on existing traffic is immediately valuable.
THESIS POINTS
A workflow wedge that touches revenue outcomes directly.
White-label delivery lowers adoption friction.
Data compounds through structured intake and lifecycle signals.
Governance matters: predictable AI usage supports durable margins.

Live platform. Active deployments.
Real, measurable traction.

EQAI is live and commercially active. We have launched the platform, onboarded paying clients across multiple verticals, and are commercially deployed. The following reflects our current operating status and key performance indicators.

Platform Live
AI Partners & Assessments Active
Client Onboarding Deployed
Paying Clients Early Revenue
Multi-Vertical Deployments Active
Platform Expansion In Progress
KPIs WE TRACK
Lead-to-Assessment Completion Rate
Assessment-to-Booked-Call Rate
Show-Up Rate
Speed-to-Qualified
Close Rate
Revenue per Cohort Member
AVAILABLE ON REQUEST

Materials are provided for evaluation purposes only and may be subject to a standard confidentiality request.

EQAI Platform Dashboard
87%

A repeatable onboarding-led motion
that productizes over time.

WHAT EQAI REPLACES
Generic chatbots with no workflow structure
Static forms and calendar-only qualification
Manual follow-up sequences that break continuity
One-size-fits-all onboarding experiences
WHAT EQAI AUGMENTS
Structured intake and routing designed for defined outcomes
White-labeled AI in the coach's voice and brand
Governed AI usage with predictable cost discipline
CRM-adjacent infrastructure that expands in stages
Near-Term
  • $2,500 setup and onboarding fee
  • $399/month recurring SaaS fee
  • Minimum annual contract value starting at $7,500
  • Initial paid cohort and guided onboarding support
Ongoing
  • Recurring subscription model
  • Embedded workflow + reporting
  • Standardized onboarding and deployment
  • Outcome-based expansion across accounts
Future
  • Institutional licensing
  • Partner-led rollouts
  • CRM integrations
  • Retention + upsell modules

Seed SAFE to accelerate growth
and expand our active client base.

Three simple steps to engage. Clear, direct, and efficient.

STEP 01

Intro Call

A short call to discuss fit, answer questions, and provide context on the company, model, and raise.

STEP 02

Review Materials

Review the investor deck, proof materials, and operating overview to understand the platform, traction, and commercial model.

STEP 03

Data Room & Allocation

Qualified investors receive access to diligence materials, allocation details, and next-step financing information.

Built by people who understand
the problem firsthand.

Technical Lead

CTO / Platform Architecture

Leads platform architecture, AI integration, and white-label infrastructure. Focused on building a scalable, governed, cost-disciplined platform that can support premium service businesses across multiple verticals.

Operations Lead

COO / Operational Delivery

Oversees implementation flow, onboarding operations, systems coordination, and execution discipline across active deployments. Focused on turning EQAI into a repeatable, scalable operating business.

Go-To-Market Lead

CSO / Growth & Partnerships

Leads market expansion, client acquisition strategy, strategic partnerships, and commercial growth. Focused on distribution, active deployments, and revenue acceleration across premium service verticals.

Advisory Panel

Strategic Advisors

EQAI is supported by advisors with backgrounds in venture building, SaaS go-to-market, operational scaling, legal strategy, and high-touch service business growth. Additional advisor details are available in the investor deck and data room.

Start Diligence —
Request Data Room Access.

Qualified investors can review the deck, proof materials, operating plan, and diligence package through a streamlined access process.

Request Investor Deck

Review the core investor deck covering product, market, traction, team, and raise structure.

Request Data Room Access

Access the full diligence package for qualified investors ready to review the company in depth.

Schedule a Call with Cameron

Book a direct 20-minute conversation to review the opportunity, ask questions, and discuss fit.

Ready to move forward? Contact Cameron directly.

cameron@eqintelligenceai.com

Choose Your Next Step

Request the Investor Deck Schedule Investor Call Request Data Room Access