AI infrastructure that scores your leads, routes your deals, and automates your workflows—ready in hours, not months.

Built for investment firms, sales teams, and any business that needs to act fast on incoming opportunities.

5+ vertical modules
<5 min to deploy
LLM + rules engine
SOC2-ready stack

Trusted by teams who can't afford to miss opportunities

Used by investment firms, B2B sales teams, and growth operators across finance, technology, and professional services

Leading Investment Firm
B2B Sales Platform
Private Equity Fund
Growth Marketing Agency
Enterprise SaaS
Venture Capital

You're drowning in signals. We turn them into action.

The Problem

  • Market feeds, CRM data, and inboxes scattered everywhere
  • Scoring rules buried in spreadsheets or developer backlogs
  • Opportunities slip through while you wait for "the system" to be built

The Old Way

  • Hire data engineers and ML specialists
  • 6-12 months to build custom infrastructure
  • Brittle pipelines that break when data changes

The StratumIQ Way

  • Connect sources in minutes with secure APIs
  • Deploy scoring and routing with pre-built templates
  • Watch every step in real-time with full audit trails

From raw data to intelligent action in three steps

1

Connect

Connect market feeds, CRMs, forms, and inboxes in minutes. Normalize everything into a clean, queryable schema.

  • Secure connectors (webhooks, CSV, APIs)
  • Pre-built schemas for leads, deals, tickers, events
  • Audit logs on every data point
2

Score & Decide

Rank signals, score leads, summarize threads. Tuned prompts and guardrails you can explain to stakeholders.

  • Momentum & yield scoring templates
  • PII-safe text summarization
  • Deterministic fallbacks + confidence thresholds
3

Route & Act

Route to CRM, trigger an email, post to Slack, or create a task—based on confidence, risk, and schedule.

  • If/then routing with confidence bands
  • Human-in-the-loop approvals
  • SLA timers & retries

Built for teams that move fast

Investment Firms

Automate deal flow scoring from pitch decks, news feeds, and founder emails. Route high-signal opportunities to partners instantly.

Sales Teams

Score inbound leads from forms, emails, and demos. Route hot prospects to the right rep while they're still engaged.

Operations Teams

Triage customer requests, support tickets, or partnership inquiries. Summarize threads and route to the right owner with context.

Enterprise-grade, without the enterprise timeline

Real-Time Visibility

Watch runs in real time. Inspect input → model → decision → delivery, with JSON under the hood.

Audit Everything

Every ingestion, score, and action is logged. Export runs as JSON for compliance or debugging.

Secure by Default

PII-safe processing, SOC 2 ready architecture, and role-based access controls.

Deterministic Fallbacks

Set confidence thresholds and fallback rules. Never let AI make decisions it's not ready for.

Human-in-the-Loop

Flag low-confidence decisions for human review before they trigger actions.

Built for Developers

API-first architecture. Extend with custom functions, webhooks, and integrations.

Seamless Integrations

Connect your deal flow and ops tools — files, forms, and workflows just work.

Google Drive logo
PropStream logo
Carrot logo
Zapier logo
Investorlift logo
DocuSign logo
NextStage CRM logo
Housecall Pro logo
Google Drive logo
PropStream logo
Carrot logo
Zapier logo
Investorlift logo
DocuSign logo
NextStage CRM logo
Housecall Pro logo
Platform

StratumIQ Core

Our modular AI stack blends large language models with deterministic business logic and your data. Deploy as a ChatGPT canvas, private cloud service, or embedded SDK.

  • Layered architecture: data → model → decision
  • Hybrid reasoning: LLM + rules + math models
  • Real-time canvases: dashboards, editors, transactions
  • Enterprise security: SSO, RBAC, audit trails
// Decision Graph
AI Platform Dashboard
Data
Data visualization
Models
Models visualization
Decisions
Decisions visualization
Live Canvas
Live Canvas Dashboard

Data • Models • Decisions • Live canvas

Connect sources, apply tuned logic, route outcomes, and see every step live.

Data

Connect → Normalize

Connect market feeds, CRMs, forms, and inboxes in minutes. Normalize everything into a clean, queryable schema.

  • Secure connectors (webhooks, CSV, APIs)
  • Schemas for leads, deals, tickers, events
  • Audit logs on every ingest

Models

Rules + AI

Rank signals, score leads, summarize threads. Tuned prompts and guardrails you can explain to investors.

  • Momentum & yield scoring templates
  • PII-safe text summarization
  • Deterministic fallbacks + thresholds

Decisions

Routing & Actions

Route to CRM, trigger an email, post to Slack, or create a task—based on confidence, risk, and schedule.

  • If/then routing with confidence bands
  • Human-in-the-loop approvals
  • SLA timers & retries

Live canvas

See Every Step

Watch runs in real time. Inspect input → model → decision → delivery, with JSON under the hood.

  • Step-by-step trace with timestamps
  • Red/amber/green step status
  • Export run as JSON or email preview

Frequently Asked Questions

Everything you need to know about StratumIQ

Still have questions?

Ready to layer intelligence into your operations?

Tell us your workflow. We'll spin up a live canvas tailored to your industry in minutes.

Contact Us

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