
Pivotly provides AI-powered preconstruction software that extracts and verifies data from bid documents, eliminating manual data entry for estimators. The platform links every extracted value to its source page and coordinate, enabling one-click verification, while its PreCon Plus tier integrates with ERP, project management, and CRM systems to connect project-level bids with business-wide analytics.
Funding
Funding not disclosed
Founders
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 PreCon is an AI-powered preconstruction platform that reads bid documents—including RFPs, plans, and sub bids—and automatically extracts clean, verified data for estimators. The system builds takeoffs, levels subcontractor bids side by side, and surfaces scope gaps before they become costly issues. Every extracted value links back to the exact page and coordinate in the source document, allowing estimators to verify any number with a single click rather than trusting a black box. 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.
Target Audience
Primary customers are commercial general contractors and construction firms with estimating teams who handle large bid document sets and need to streamline preconstruction workflows while maintaining data accuracy.
Features
- AI-driven document extraction that reads RFPs, plans, spec books, and sub bids in any format, pulling line items, quantities, and spec callouts automatically
- Source-linked verification where every extracted value is anchored to its exact page and coordinate in the original document for one-click validation
- 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, SharePoint, Box, BuildingConnected, SmartBid, Microsoft 365, Google Workspace, Dropbox, and custom in-house tools
- Version control for bid documents with organized, searchable storage across connected systems