Pivotly
Pivotly is an AI data platform that extracts clean, source-linked data from construction bid documents, RFPs, plans, and sub bids, automating takeoffs and subcontractor bid leveling. The platform connects estimating workflows to ERP, project management, and CRM systems, giving leadership visibility into hit rates, margins, and pipeline performance. PreCon Plus adds custom integrations and managed data services for mid-market and enterprise construction firms.
- Construction Technology
- Artificial Intelligence
- Enterprise Software
- Software Only
- Data & Analytics
Funding
Founders
Founder details are not available yet.
Product
Problem
Commercial construction estimators spend excessive time manually retyping line items, quantities, and spec callouts from large bid document sets into spreadsheets. This manual process is error-prone, forces estimators to rebuild leveling sheets for every pursuit, and often results in last-minute schedule of values rework that risks bid accuracy and timeliness.
Solution
Pivotly is an AI data platform that provides a governed layer over an organization's data, AI, and applications. The platform reads documents—including RFPs, plans, and sub bids—and automatically extracts clean, verified data for users. For preconstruction specifically, Pivotly PreCon builds takeoffs, levels subcontractor bids side by side, and surfaces scope gaps before they become costly issues, with every extracted value linked back to its exact page and coordinate in the source document. For broader business needs, Pivotly PreCon Plus connects the estimating workflow to existing ERP, project management, CRM, and document storage systems, creating a unified picture across projects and enabling leadership to answer strategic questions about hit rates, margins, and pipeline performance. The broader platform also supports procurement, IT governance, and other team workflows with the same underlying extraction, connection, and governance capabilities.
Target Audience
Primary customers are commercial general contractors and construction firms with estimating teams who handle large bid document sets, as well as IT, procurement, sales, operations, and finance teams across mid-market and enterprise organizations needing AI-ready data foundations.
Features
- Source-linked extraction that reads RFPs, plans, spec books, and sub bids in any format, pulling line items, quantities, and spec callouts automatically with every value anchored to its exact page and coordinate in the original document
- Automated takeoff generation and subcontractor bid leveling with side-by-side comparison and scope-gap detection
- Division library-based spec review and baseline estimation with historical cost intelligence
- RFP risk analysis and go/no-go decision support
- Bid finalization with ERP-ready schedule of values export
- PreCon Plus tier with integrations for Sage, Viewpoint, CMiC, QuickBooks, Procore, Autodesk, Fieldwire, Salesforce, HubSpot, Unanet, SharePoint, Box, BuildingConnected, SmartBid, Microsoft 365, Google Workspace, Dropbox, and custom in-house tools like Airtable and Power Apps
- Document version control with organized, searchable storage across connected systems
- Governance and audit capabilities including shadow AI inventory, governed integrations, and audit evidence for IT and security teams
- Multi-model AI with human-in-the-loop review and tenant-specific data ownership