The Upside Platform

Everything in the Upside platform.

The tools your go-to-market team needs to see what really happened in every deal, understand what worked, and act on it, all built on one foundation of trustworthy data.

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Trusted by go-to-market teams at

Data Foundation

Connect your systems in a few clicks. Upside reconstructs the full history of every deal, resolves your contacts into real buying groups, and heals the gaps, giving you one record of your go-to-market you can finally trust.

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Salesforce

Marketo

Gong

Calendar

One GTM dataset

Identity resolvedJ. Ortega ×3 → 1 person

Timeline reconstructedevery touch, in order

Touchpoints recovered+37K from calls & email

Your AI agent

Dashboard

The whole account story, for your whole team. Pre-built explorers, list views, and report cards that answer the questions leadership asks, without writing a line of SQL.

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Campaign ROI Analysis

Opps created post-engagement

12,480

Post-engagement won revenue

$94M

Deals progressed by campaigns

3,120

Progressed pipeline

$38M

In-cycle deals touched

7,250

Attribution OverviewKeep / Optimize / StopTop PerformersUnderperformersPlaybookMethodology

Deep Research

Analyst-quality answers to questions that were never practical to ask. Run one analysis across a whole cohort of accounts in parallel, dozens or hundreds at a time, and get structured, comparable results back in a fraction of the time it would take one account at a time.

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Closed-Lost — Q4

✓ complete

38 records4 AI fields

Opportunity	Amount	★ Winning competitor	★ Loss driver
Ascend Academy	$117,750	Cleartrace2 src	Price
AstraGen	$83,000	Built in-house3 src	Build vs buy
Course5 Analytics	$72,000	Cleartrace2 src	Feature gap
BuildConnect	$44,750	Northstar2 src	Price
Homebase	$40,650	No decision1 src	Stalled
+ 33 more…

Pipedash

Multi-touch attribution that survives the drill-in. Pipedash reasons over the full deal record, allocates credit in real dollars, and cites the evidence behind every number, so the answer holds up when finance asks.

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Dealprint

Prime Analytics · $70.7K

Marketing53% · $37.5K

Inferred pool22% · $15.5K

SDR15% · $10.6K

3rd-party10% · $7.1K

MCP

Your GTM data, inside the AI tools you already use. Query it, explore your accounts, and manage the platform from Claude, ChatGPT, Cursor, and more, all under your own permissions.

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Miniapps

Turn an insight into a tool the team can use. Describe what you want and get a custom app, deployed to your dashboard and wired to live data, no front-end project required.

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"Build a follow-up tracker for last week's webinar leads."

Webinar Follow-Up Tracker

142

Leads

Worked

VP Ops, AcmeFollowed up

Dir Eng, GlobexWaiting 9d

Head GTM, InitechFollowed up

Upside Agent

All the power of Claude, focused on your data. Ask a question, watch it plan the work, and get the analysis back, safely sandboxed to your Upside environment.

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+ New session

To do

In progress

Done

Objection patterns

Funnel velocity

Winning deal themes

✦

What should we investigate?

Catch me up on a key account

Compare campaign performance

Build a Miniapp

Investigate a deal slip

SupervisedSend

Radiant

Keep your AI grounded in how your business actually works. Radiant is the active context layer every agent checks first, sharing your definitions, your pipeline structure, and your field meanings, so every team member asking equivalent questions gets equivalent answers instead of five quietly different ones.

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ClaudeCursorUpside agent

“How much new pipeline did we create in Q1?”

consult_librarian( intent )

Radiant coaches

orgFiscal year starts Feb 1. “Q1” here is Feb to Apr.from finance calendar doc

org“New pipeline” = opps reaching Stage 2 (SAL), type New Business. Renewals are a separate record type.curated by RevOps

schemaFilter on stage_2_entered_at, not created_at.seen on a prior failed query

Insight Engineering

GTM engineering on tap. Our analysts build and maintain your analytical surface for you, turning raw GTM data into the board-ready answers you need, on a standing annual engagement.

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One engagement, start to finish

A question comes in

“New account directors are ramping. Get them up to speed on their books, fast.”— Head of GTM Ops

The Upside team takes it

Already knows the data model. Has built this kind of work across dozens of datasets.

Built

An Account Dossier: per-account engagement history, buying signals, competitive landscape.

Deployed into the instance

Live on their data. Ramp time down, single-threaded deals flagged early.

One annual line item, not an open invoice

What teams find when the data is finally trustworthy.

Two of the clearest examples of what the platform makes possible.

Weeks → 1 day

Manual transcript review collapsed into deep research, powering every quarterly business review.

“Like working with a therapist, a data consultant, a friend.”

Stephen Daniels, VP, GTM & Strategic Operations, Cresta

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$10M+ · 53%

Hidden referral revenue uncovered, with over half of all deals traced to referrals that standard attribution never saw.

“We stopped doing events because we didn't have data saying they were impactful. With Upside, we can see events are actually a massive flywheel for our business.”

Ethan Smith, CEO & Founder, Graphite

Read the Graphite story →