- SaaS
- Legaltech
- AI
- Team Building
- Marketing Strategy
- Messaging and Positioning Framework
- Press Relations
- Analyst Relations
- Content Strategy and Development
- Product Marketing and Launch
- Brand Marketing
- Growth Marketing
Evisort Goes from Series A to Series B and Beyond
Evisort, founded in 2016, from graduates of Harvard and MIT, is the only complete, AI-native platform for end-to-end contract lifecycle management, including the first large language model built specifically for contracts. Evisort had been selling its platform for one year, following three years of AI research. The leadership team desired to establish a uniquely differentiated category while adding customers and growing revenue to reach their next round of funding.
Before I started working with Evisort, it was struggling to get prospects to believe their AI worked and to get their name established in an industry that didn't have a defined category. The company also had no marketing. Having just received Series A funding the organization was ready to invest in marketing to assist with brand awareness and recognition around their working AI while increasing customers and revenue. I was also challenged with the onset of the COVID pandemic.
In order to kick off a successful Series A Evisort needed to define their category, build messaging, and refresh their brand and website to best attract new customers. I first did a full assessment of what currently existed and then outlined a comprehensive marketing plan based on Evisort's growth goals. This included a messaging platform, updated brand and website, a lead generation strategy with supporting content, sales enablement and content, building out the marketing tech stack and reporting structure, and a hiring plan to bring on initially, agencies and contractors, to full-time hires. I also hired a PR agency to assist with thought leadership and brand recognition. To establish market leadership I built relationships with several AR firms including Gartner and Spend Matters.
Evisort's marketing team grew to nine FTE with supporting contractors and agencies. The marketing strategy helped drive big customer wins like BNY Mellon, NetApp, and McKesson. Thought leadership expanded to include customer case studies, webinars with customers and industry leaders, industry awards for outstanding product and AI capabilities, and multiple bylines, media mentions and press. Evisort received a $35M Series B led by General Atlantic in February, 2021. Evisort, from 2019 to 2022, had exponential revenue growth of close to 3000%.
Evisort continues to see strong growth today. Evisort was recognized as a Market Leader in Spend Matters SolutionMap for Procurement Technology Vendors in the Spring of 2022. They announced a $100M Series C in May of 2023. Evisort was named a visionary in the 2023 Gartner® Magic Quadrant™ for Contract Life Cycle Management in October, 2023.
Series B 2021
3000%
Revenue Growth
2019 to 2022
