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Companies

SetSale

Quoting and proposal software for HVAC contractors

Raised to date

$2.6M

of $2.7M offered across 1 Form D filing

Still open
$70K
Investors
9
Last filed
Mar 17, 2026

About

SetSale provides an AI-powered sales enablement platform designed to streamline the fragmented sales processes within the HVAC industry. By automating pricing, proposal generation, and equipment recommendations, the company connects contractors, distributors, and manufacturers on a single platform. This digital ecosystem provides real-time visibility into the supply chain, aiming to increase efficiency and profitability for all stakeholders.

The company's key differentiator is its go-to-market strategy, which leverages distributor partnerships to achieve rapid and widespread adoption among contractors. This approach positions SetSale as a central intelligence hub for the entire HVAC sales cycle, from manufacturer to homeowner.

Funding

  • EquityFiled Mar 17, 2026Form D
    $2.6M/ $2.7M

Product

SetSale Platform (SetSale Pro & SetSale Connect)

Sales Enablement Platform

The core offering is a dual-product platform serving both sides of the distributor-contractor relationship. SetSale Pro is a tool for contractors that automates the creation of quotes and professional proposals, while SetSale Connect provides distributors with a dashboard for real-time visibility into quoting activity, sales trends, and inventory levels.

  • AI-driven equipment recommendations based on sales data, incentives, and customer needs
  • Automated quote and proposal generation, claiming 90% faster quoting and 80% less time on proposals
  • Visualization of AHRI (Air-Conditioning, Heating, and Refrigeration Institute) matchups

Built for

The primary customers are HVAC distributors and contractors. The platform is also designed to provide value to original equipment manufacturers (OEMs) and territory managers.

People on file