SetSale builds an AI-native sales platform that automates the full proposal lifecycle for residential HVAC contractors by embedding live distributor pricing, inventory, rebates, and financing into proposals. The platform replaces manual pricebooks and static templates by automating equipment matching, pricing calculations, rebate qualification, and financing options, and by integrating live distributor data into contractor systems. SetSale’s Distributor Connect feature deepens ERP integrations to provide two-sided connectivity between contractors and distributors, aiming to improve close rates, increase average ticket sizes, and enhance supply-chain visibility. The company is based in Charlotte, North Carolina and was founded in 2024; it has raised a total of $2.7 million to date. Planned product and go-to-market initiatives include expanding vendor partnerships, growing its contractor and distributor network, and adding enhanced analytics, compliance, and AI-driven margin optimization capabilities.

Total raised

$2M

Funding rounds

1

Latest round

Seed

Latest activity

Mar 2026