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Iris

AI proposal software with buyer research and review

Est. 2023New York, NYSeed

What is Iris?

Iris is an AI-powered proposal platform for RFPs, RFIs, RFQs, sales proposals, security questionnaires, DDQs, SOWs, and business cases. It combines go/no-go analysis, prospect and deal research, buyer-context capture, cited response generation, governed collaboration, dynamic knowledge integrations, and outcome recommendations.

How to evaluate this tool

Iris should be evaluated across the handoff from sales context to proposal strategy and approved answers. This matters when a technically correct response must also reflect a particular buyer and deal.

Check during a demo: Bring a buyer brief, call notes, and approved product sources. Check what enters the draft, what receives a citation, and how contributors approve or reject deal-specific claims.

Also evaluate: Inventive AI · Steerlab

Editorial guidance based on the sources below; not a hands-on product test.

Read full overview

Overview

Iris is an AI proposal operating system spanning the full lifecycle from bid qualification to outcome learning. It supports RFPs, RFIs, RFQs, sales proposals, security questionnaires, DDQs, SOWs, business cases, and browser portals in one governed workspace.

Founded in 2023 by Ben Hills and Sagee Moyal, Iris says more than 300 companies use the platform and its team has grown to 25. The company announced a $3 million seed round in 2025 led by Florida Funders with Naples Technology Ventures participating.

Key Features

  • Go/No-Go — Reads large RFPs, extracts questions and clauses, scores fit against win history and capacity, identifies gaps, and recommends bid or pass.
  • Research — Builds a cited intelligence layer from company sources, public prospect information, CRM records, emails, and call transcripts.
  • War Room — Runs a structured sales interview to capture buyer-specific priorities, champions, blockers, and commitments.
  • Response Generation — Produces narrative answers in the team's voice with a citation on every claim, configurable tone, length, and structure.
  • Collaboration — Routes work to experts with timers, sentence-level comments, formal timestamped sign-off, recoverable versions, and complete audit logs.
  • Recommendations — Connects outcomes to content, SMEs, and capability gaps so the next go/no-go and response improve.
  • Dynamic Knowledge — Continuously syncs approved content from knowledge, CRM, enablement, GRC, and call-intelligence systems.

Integrations

Current integrations include Salesforce, HubSpot, Google Drive, SharePoint, Slack, Microsoft Teams, Confluence, Notion, Highspot, Seismic, Drata, Vanta, Gong, and GovSpend. Iris MCP connects live workspace intelligence to ChatGPT, Claude, Microsoft Copilot, Gemini, and other MCP-compatible clients. SSO and role-based access work with Okta, Microsoft, and Google.

Security & Compliance

Iris states SOC 2 Type II and GDPR compliance, tenant isolation, encryption in transit and at rest, zero model data retention, no customer-data training, role-based controls, content-level permissions, SSO, SCIM, complete revision history, audit-log export, and annual third-party penetration tests. Hosting-region choices are not stated publicly.

Pricing

Pricing remains custom and per active user. Full platform access includes unlimited RFPs, proposals, DDQs, and security questionnaires with no usage caps or overages, plus SSO/SAML/SCIM, a dedicated CSM, implementation, and MCP access. No public dollar price, free tier, or free trial is documented.

Best For

Iris fits mid-market and enterprise sales engineering, proposal, security, operations, and marketing teams that want buyer-aware research and strategy alongside governed drafting and collaboration, especially where knowledge lives across CRM, GRC, call, and enablement systems.

Considerations

Per-user pricing is not quantified publicly, and no free trial or residency-region options are documented. Iris is still an early-stage vendor, and current G2 users most often request additional integrations, mobile functionality, and feature depth while occasionally reporting bugs or inaccurate answers.

Use Cases
RFP ResponseSecurity QuestionnaireProposal WritingKnowledge BaseDocument Generation
Best For
Mid-MarketEnterprise

Pricing

Custom pricing

Per seat · Reach out for a tailored quote

Includes SSO/SAML/SCIM, dedicated CSM, implementation, and MCP access.

Full platform access
Custom
Favicon of Savix

Top alternative for evidence-first teams

Savix

Turn source documents into review-ready RFP answers — with the evidence visible.

Draft in batches, see the excerpt behind each claim, and route exceptions to a human before the response leaves your team.

  • $99/mo · 1 user
  • $300/mo · 10 users
  • Unlimited RFPs
  • Unlimited questions
  • 14-day trial

Capabilities

6 AI-powered

AI Generation

AI response draftingAI

Generates buyer-aware responses in the team's voice with citations, tone controls, and length/structure constraints.

Knowledge Management

Live content retrievalAI

Continuously syncs approved knowledge, CRM records, compliance controls, call transcripts, and enablement content.

Intelligence & Analysis

Go/no-go evaluationAI

Extracts requirements and compliance clauses, scores fit against wins and capacity, surfaces gaps, and recommends bid or pass.

Bid researchAI

Builds cited prospect/deal intelligence and captures buyer-specific sales context through a structured interview.

Workflow & Collaboration

Review & approval workflows

Routes assignments, tracks SLAs, attaches comments to sentences, records approvals, and preserves every version.

Delivery & Access

Analytics & dashboardsAI

Attributes wins and losses to content, contributors, and capability gaps to improve future pursuits.

Chat & messaging accessAI

Makes cited proposal, project, deadline, commitment, and win-rate intelligence available to compatible AI assistants.

Show 2 more
Response Types
RFPsSecurity questionnairesProposals & bids
Collaboration
Co-editing
Commenting
Review workflows
Approval workflows
Task assignment
Progress tracking
Version control
Reporting & Analytics
Win/loss analysis
Usage tracking
Response velocity
Activity dashboard
CRM-linked reporting

Security & Compliance

SOC 2 Type II
Encryption at Rest
Encryption in Transit
SCIM Provisioning
Audit Logs
Role-Based Access
View security details

Integrations

CRM
Salesforce
HubSpot
Cloud Storage
Google Drive
SharePoint
Communication
Slack
Microsoft Teams
SSO
Okta
Microsoft
Google
SAML
Other
Confluence
Notion
Drata
Vanta
Highspot
Seismic
Gong
GovSpend
ChatGPT
Claude
Microsoft Copilot
Google Gemini
Other MCP clients
Public API
API Docs

Who is Iris best for?

Proposal Team

Full-lifecycle proposal strategy, drafting, governed review, and outcome learning

Presales Team

Buyer-aware RFP, RFI, and RFQ work grounded in CRM, calls, approved knowledge, and research

Security Team

Security questionnaires and DDQs connected to Drata, Vanta, and permissioned source content

Operations

Go/no-go decisions, pipeline visibility, deadlines, win/loss attribution, and capability-gap analysis

Team Size
SMBMid-MarketEnterprise
Industries
Software & SaaSCybersecurityHealthcareEducationConsultingGovernment
Considerations
  • PricingNo public per-user price, self-serve tier, free tier, or free trial
  • ComplianceHosting-region options are not publicly documented

Competitive Overview

What sets it apart
Full proposal lifecycle combines bid decision, research, structured sales handoff, drafting, review, and outcome recommendations
Deal-aware drafts use prospect research, CRM context, calls, commitments, and approved company knowledge rather than static Q&A alone
Dynamic GRC, call-intelligence, CRM, enablement, and public-sector integrations plus MCP access
Unlimited submission volume under per-active-user pricing
Strengths
  • Broad strategic workflow beyond questionnaire autofill
  • Strong citation, confidence, versioning, approval, audit, SSO, and SCIM controls
  • 300+ customers and strong 4.9 G2 signal despite a young company
  • Useful GRC and GovSpend connections alongside standard knowledge and CRM integrations
Weaknesses
  • No public dollar pricing, free tier, or trial
  • Data-residency regions are not publicly specified
  • Per-active-user pricing can penalize broad contributor populations
  • Early-stage vendor with a smaller review base than mature incumbents

Data quality & freshness

Editorial research based on the linked sources, not a hands-on product test.

Review due
Sources reviewed
Sep 7, 2026
Next review due
Sep 14, 2026
Sources checked
8 total · 7 official · 1 third-party

The 2026-09-07 review rechecked the cited current product, pricing, integration, and/or security sources. No material factual change was confirmed, and older evidence remains preserved with its original verification dates.

View checked sources (8)

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