Iris
AI proposal software with buyer research and review
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.
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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.
Pricing
Per seat · Reach out for a tailored quote
Includes SSO/SAML/SCIM, dedicated CSM, implementation, and MCP access.
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-poweredAI Generation
Generates buyer-aware responses in the team's voice with citations, tone controls, and length/structure constraints.
Knowledge Management
Continuously syncs approved knowledge, CRM records, compliance controls, call transcripts, and enablement content.
Intelligence & Analysis
Extracts requirements and compliance clauses, scores fit against wins and capacity, surfaces gaps, and recommends bid or pass.
Builds cited prospect/deal intelligence and captures buyer-specific sales context through a structured interview.
Workflow & Collaboration
Routes assignments, tracks SLAs, attaches comments to sentences, records approvals, and preserves every version.
Delivery & Access
Attributes wins and losses to content, contributors, and capability gaps to improve future pursuits.
Makes cited proposal, project, deadline, commitment, and win-rate intelligence available to compatible AI assistants.
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Security & Compliance
Integrations
Who is Iris best for?
Full-lifecycle proposal strategy, drafting, governed review, and outcome learning
Buyer-aware RFP, RFI, and RFQ work grounded in CRM, calls, approved knowledge, and research
Security questionnaires and DDQs connected to Drata, Vanta, and permissioned source content
Go/no-go decisions, pipeline visibility, deadlines, win/loss attribution, and capability-gap analysis
- PricingNo public per-user price, self-serve tier, free tier, or free trial
- ComplianceHosting-region options are not publicly documented
Competitive Overview
- 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
- 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
Categories & Tags
Data quality & freshness
Editorial research based on the linked sources, not a hands-on product test.
- 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.