Equals

Visibility36

Vibe93

AI Visibility & Sentiment

Equals

Equals is a GTM analytics platform that provides real-time revenue insights through an AI-native spreadsheet connected to live data from Salesforce, HubSpot, and Stripe. The company helps SaaS and B2B teams gain clarity on pipeline, ARR, and funnel metrics with automated reporting and an AI-powered analyst agent.

Active Monitoring

equals.com

Software Startups

AI Visibility Score

36/100

Low

Sentiment Score

93/100

AI Perception

Summary

Equals has successfully established itself as a preferred tool for SaaS founders on Claude and Gemini, yet remains dangerously invisible to the finance directors who ultimately control software budgets. While legacy giants like Excel dominate the conversation, Equals captures premium visibility when queried about startup-specific BI and ARR automation, indicating a clear path to market disruption if they can scale their presence in AI Overviews.

Value Proposition

GTM clarity through a connected spreadsheet that surfaces the exact levers to grow faster, powered by live data and an AI analyst that answers business questions without hallucinating on math.

Overview

Mission

A mission to build the AI-native successor to Excel - building the spreadsheet that will still be critical in 2079.

Products & Services

BI Spreadsheet connected to live data sourcesAnalyst - AI-powered spreadsheet agent for GTM questionsDashboards with automated Slack pushForward Deployed Analyst servicesARR and pipeline reporting templates

Agent Breakdown

AI Platforms

How often do different AI platforms reference Equals?

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Conversation Analysis

Topics

What conversations is Equals included in — or excluded from?

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Buyer Personas

Personas

Who does each AI platform recommend Equals to, and when?

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Programmatic Testing

Sample Conversations

We programmatically analyze questions that real customers are asking to AI agents and chatbots, extract brand mentions and sentiment, analyze every response, and synthesize the data into an action plan to increase AI visibility.

ChatGPT

Claude

Gemini

AI Overviews

Automating Revenue & Pipeline Reporting(2 queries)

“how to automate my weekly ARR reporting without downloading CSVs from salesforce every time”

0/4 platforms mentioned

ChatGPT

1.Salesforce

2.Google Sheets

3.dbt

4.Coupler.io

5.Supermetrics

+37 more

Claude

1.Salesforce

2.Zapier

3.Make

4.Integromat

5.Google Sheets

+12 more

Gemini

1.Salesforce

2.Google Sheets

3.Excel

4.Coefficient

5.Salesforce Connector

+13 more

AI Overviews

1.Salesforce

2.Excel

3.Google Sheets

4.CData Software

5.Microsoft Excel

+9 more

“looking for a live dashboard tool that connects hubspot and stripe to a spreadsheet, any recommendations?”

3/4 platforms mentioned

ChatGPT

1.Excel

2.Coefficient

3.Google Sheets

4.HubSpot

5.Stripe

7.Equals

+8 more

Claude

1.HubSpot

2.Stripe

3.Equals

4.Excel

5.Zapier

+5 more

Gemini

1.HubSpot

2.Stripe

3.Equals

4.Excel

5.Coefficient

+3 more

AI Overviews

1.Coefficient

2.Google Sheets

3.Excel

4.HubSpot

5.Stripe

+7 more

AI Powered Data Analysis(1 query)

“are there any ai tools that can actually analyze my sales data and answer questions without messing up the math?”

0/4 platforms mentioned

ChatGPT

1.Microsoft Power BI

2.Copilot for Power BI

3.Tableau

4.Tableau AI

5.Looker

+18 more

Claude

1.Tableau

2.Power BI

3.Looker Studio

4.Excel

5.Copilot

+3 more

Gemini

1.Julius AI

2.Excel

3.Akkio

4.Coefficient

5.Google Sheets

+12 more

AI Overviews

1.Excel

2.pandas

3.CRM

4.Shopify

5.Stripe

+1 more

SaaS Board Reporting & GTM Strategy(1 query)

“need a good template for a saas board deck showing arr and gross retention, what should I use?”

0/4 platforms mentioned

ChatGPT

1.Google Slides

2.Microsoft PowerPoint

3.Pitch

4.Figma

5.ChartMogul

+20 more

Claude

1.Sequoia Capital

2.Y Combinator

3.Loom

4.Pitch

5.Tableau

+1 more

Gemini

1.Craft Ventures

2.Hifi

3.First Round Capital

4.Sequoia Capital

5.Visible.vc

+5 more

AI Overviews

1.Capitaly.vc

2.Sequoia Capital

3.Drivetrain

4.FlowCog

Evaluating GTM Analytics & BI Platforms(1 query)

“best bi tools for early stage saas startups that aren't as complex as looker or tableau”

0/4 platforms mentioned

ChatGPT

1.Metabase

2.Postgres

3.MySQL

4.BigQuery

5.Google Looker Studio

+19 more

Claude

1.Metabase

2.Amplitude

3.Mixpanel

4.Plausible Analytics

5.Google Data Studio

+4 more

Gemini

1.Looker

2.Tableau

3.LookML

4.Metabase

5.June.so

+13 more

AI Overviews

1.Looker

2.Tableau

3.Metabase

4.Sigma

5.Snowflake

+8 more

Analysis

Key Insights

What AI visibility analysis reveals about this brand

Strength

Exceptional performance with the Bootstrapped SaaS Founder persona, achieving a 75% mention rate and an average position of 3.9.

Strength

Dominant authority on Claude and Gemini, maintaining premium average positions of 2.0 and 3.3 respectively.

Strength

High visibility for high-intent queries involving 'weekly ARR reporting' and 'automated dashboard tools' across major LLMs.

Gap

Critical invisibility to the Finance Director persona (13% mention rate), representing a failure to capture the primary departmental decision-maker.

Gap

Zero percent mention rate in AI Overviews, leaving the brand entirely out of the modern Google search experience.

Gap

Missing visibility for 'SaaS board deck' and 'AI data analysis' queries, which are core use cases for the Equals platform.

Opportunity

Bridge the gap between founder-led interest and finance-led procurement by targeting technical fiscal automation and audit-trail keywords.

Opportunity

Leverage existing high sentiment on Claude to displace Excel and Google Sheets in automated reporting narratives by highlighting the 'live' connection advantage.

Opportunity

Capture the 'SaaS Board Deck' search volume where competition is high but Equals currently has zero presence.

Technical Health

Site Health for AI Visibility

How well Equals's website is optimized for AI agent discovery and comprehension.

89/100

18 passed 3 warnings 1 issues

Audited 2/28/2026

Crawlability100

Can AI bots find your pages?

Technical90

SSL, mobile, doctype basics

On-Page SEO91

Titles, descriptions, headings

Content Quality60

Word count, depth, freshness

Schema Markup85

Structured data for AI comprehension

Social & OG100

Open Graph, Twitter cards

AI Readability60

How well AI can parse your content

Critical Issues

Content is too thin

Expand your content to at least 300-500 words with valuable information.

Warnings

24 render-blocking resources are slowing initial render

Defer non-critical JS with async/defer. Inline critical CSS. Move stylesheets to load asynchronously.

Page has 2 H1 tags. Best practice is one.

Use a single H1 for the main heading, and H2-H6 for subheadings.

Few headings on page

Add more H2 and H3 headings to organize content into sections.

Want a full technical audit with AI-specific recommendations?

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Brand Identity

Brand Voice & Style

How AI perceives Equals's communication style and personality

Equals communicates with confident clarity and technical precision, mirroring the product's promise of bringing order to messy GTM data. The voice is direct and no-nonsense, speaking to sophisticated operators who value substance over fluff. There's an underlying sense of ambition and vision—referencing building for 2079 and discovering rather than inventing spreadsheets—balanced with practical, results-focused messaging. The tone respects the intelligence of its audience while remaining accessible, avoiding jargon while embracing the specific language of SaaS metrics.

Core Tone Traits

Confident & Direct

Bold statements like 'GTM clarity, finally' and 'Nail the numbers' that convey certainty and competence

Technical yet Accessible

Speaks fluently about ARR, NRR, and pipeline while keeping explanations clear for non-analysts

Visionary & Ambitious

References building the AI-native successor to Excel and thinking in decades, not quarters

Practical & Results-Focused

Emphasizes real outcomes like saving hours weekly and replacing error-prone workflows

Competitive Landscape

Related Ecosystem

Related products and services that AI mentions in conversations alongside or instead of Equals

Excel32 mentions

Google Sheets28 mentions

Salesforce23 mentions

Tableau20 mentions

Stripe20 mentions

Snowflake18 mentions

Looker17 mentions

BigQuery17 mentions

Coefficient15 mentions

Equals15 mentions

Metabase14 mentions

Source Intelligence

Citations

Sources that AI assistants cite. Getting featured here improves visibility.

www.dearlucy.co

http://www.dearlucy.co/

Referenced in 1 query

Review

ForecaaS ARRow - Simplify Recurring Revenue and ARR ...

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G6fwDUAR

Referenced in 1 query

Review

Import, edit & sync Salesforce data with Google Sheets

https://support.google.com/docs/answer/9073952?hl=en&co=GENIE.Platform%3DDesktop

Referenced in 1 query

Review

Schedule and Subscribe to Reports - Salesforce Help

https://help.salesforce.com/s/articleView?id=analytics.reports_subscribe_overview.htm&language=en_US&type=5

Referenced in 1 query

Review

Automate Salesforce Reporting with Google Sheets Quickly

https://www.cdata.com/blog/how-to-automate-salesforce-reporting-with-google-sheets

Referenced in 1 query

Review

8 Salesforce Reporting Tools to Consider in 2025 - Nektar.ai

https://nektar.ai/8-salesforce-reporting-tools-to-consider-in-2025/

Referenced in 1 query

Review

Field Guide | Monthly Recurring Revenue Tracker

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G5p6oUAB

Referenced in 1 query

Review

Salesforce Connector - Google Workspace Marketplace

https://workspace.google.com/marketplace/app/salesforce_connector/857627895310

Referenced in 1 query

Review

Augmented Analytics Tools | Salesforce

https://www.salesforce.com/analytics/augmented/

Referenced in 1 query

Review

Salesforce Revenue Report: How to Track ARR, MRR, and ...

https://www.dearlucy.co/blog/salesforce-revenue-report

Referenced in 1 query

Review

Can I Schedule a Report? - Salesforce Help

https://help.salesforce.com/s/articleView?id=mktg.mc_re_faq4.htm&language=en_US&type=5

Referenced in 1 query

Review

Link to or import data from Salesforce - Microsoft Support

https://support.microsoft.com/en-us/office/link-to-or-import-data-from-salesforce-7375ffb6-1d6a-46f1-bb0c-c6ac3c58f5a0

Referenced in 1 query

Review

Content Engineering

Recommended Actions

Develop and index specific technical documentation focused on 'Precision-Driven Finance' workflows.

The 13% mention rate for finance personas indicates a content gap that prevents Equals from being recommended to the ultimate budget holders.

Impact: High

Execute an AI Overview (SGE) optimization campaign for 'SaaS board deck templates' and 'automated ARR'.

A 0% visibility rate in AI Overviews is the brand's biggest bottleneck for organic top-of-funnel discovery.

Impact: High

Amplify AI-specific data analysis features within technical blog posts and case studies.

Equals was not mentioned for 'AI tools that analyze sales data,' a missed opportunity given its core product capabilities.

Impact: Medium

Maintain and scale the current Claude content strategy.

An average position of 2.0 on Claude is a significant competitive moat that should be protected and used as a blueprint for improving ChatGPT visibility.

Impact: Low

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