SCREEN Analysis
Luminary AI
Thesis Fit
87/100
AI-powered sales coaching platform that analyzes calls in real-time to help reps close more deals
Problem
Sales teams lose 67% of deals due to poor discovery and objection handling. Traditional coaching is expensive, inconsistent, and happens too late to change outcomes.
Solution
Real-time AI coach that listens to sales calls, provides live prompts for objection handling, and delivers instant post-call analysis with actionable improvement areas.
Founders
Former ML Lead at OpenAI, PhD in NLP from MIT. Built the speech recognition system used in production.
World-class AI/ML expertise directly relevant to core product. Published researcher with production experience.
๐ MIT
๐ 12+ years experience
Traction
Stage
Series A
Funding
Raised $4M seed from a][ and First Round. Currently raising $15M Series A.
Key Metrics
$2.1M ARR, growing 25% MoM. 47 enterprise customers including 3 Fortune 500 companies. Net revenue retention of 142%.
Notable Customers
Salesforce, HubSpot, Zoom
Market
Category
AI Sales Coaching
Market Size
Sales enablement market is $7.3B today, expected to reach $15B by 2028. AI coaching is the fastest-growing segment at 45% CAGR.
Why Now
GPT-4 class models finally enable real-time speech understanding. Remote/hybrid work made call recording ubiquitous. Sales teams under pressure to do more with less.
Competition
Direct Competitors
Differentiation
Only solution offering real-time in-call coaching. Competitors focus on post-call analytics which is too late to change outcomes.
Moat
Proprietary training data from 2M+ sales calls. First-mover advantage in real-time coaching. Deep integrations with major CRMs.
Red Flags
Verified concerns discovered during research
- โ Burn rate is aggressive at $450K/month with 18 months runway
- โ Key competitor Gong has reportedly built similar feature in beta
Research Limitations
Information gaps (not concerns about the company)
- โนCould not verify customer logos independently
- โนLimited public information on pricing strategy
Research Confidence
78/100Founder Data
HIGH
Traction Data
MEDIUM
Competitive Data
HIGH
Thesis Fit Analysis
Strong fit for AI-first B2B SaaS thesis. Exceptional founder-market fit with domain expertise from both sales and AI/ML sides. Targeting large, growing market with clear technology wedge. Enterprise traction validates product-market fit.
Recommended Action
Take the meeting. This has potential to be a category-defining company in AI sales coaching. Strong team, impressive early traction, and clear differentiation.
Questions to Ask
- โขHow defensible is the real-time advantage once Gong/Chorus catch up?
- โขWhat's the path to $100M ARR and what resources are needed?
- โขHow are you thinking about platform vs. point solution evolution?
Sources: Crunchbase ยท LinkedIn ยท PitchBook ยท Company Website ยท Gartner
Want this for your deal flow?
Get instant thesis-fit analysis for every company that lands in your inbox. Forward a deck, get a report.