Staircase

Staircase AI delivers an AI-powered customer intelligence platform that automates the analysis of customer interactions from various sources. It predicts churn risks, identifies growth opportunities, and generates real-time health and sentiment scores. The platform provides businesses a comprehensive view of customer engagement through its advanced artificial revenue intelligence capabilities.

Ori Entis, as CEO, and Lior Harel, as CTO, co-founded Staircase AI. They recognized the untapped potential of applying artificial intelligence to customer intelligence to drive B2B growth. Their insight led to developing a sophisticated solution that proactively extracts actionable insights from vast customer interaction datasets.

The platform serves global revenue teams, including customer success and sales professionals, by automating complex data analysis. Staircase AI's vision is to transform these teams into proactive revenue engines, leveraging AI to provide instantaneous, data-driven intelligence for predicting churn and fueling expansion. Now operating as part of Gainsight, its technology continues this mission.

Staircase is a mortgage technology company that builds an integration and orchestration platform for the mortgage ecosystem, helping lenders, servicers and mortgage vendors connect data and workflows across legacy systems and modern services[4][1].

High‑Level Overview

• Staircase’s core mission is to simplify and modernize mortgage origination by providing an API‑first integration layer that makes existing mortgage systems, data sources and point solutions interoperable (CEO/co‑founder framing)[4].
  - Investment / funding: Staircase is a venture‑backed fintech startup founded around 2019–2020 and has raised a Series A (reported $18M in the A round; total raised ~ $18–24M across rounds) with investors including Bessemer Venture Partners, RRE Ventures, Clocktower Technology Ventures, MetaProp and others[1][4].
  - Key sectors: mortgage technology, digital lending and real‑estate fintech; primary customers are mortgage lenders, banks, mortgage service providers and other mortgage ecosystem participants[1][4].
  - Impact on the startup ecosystem: by offering a reusable integration layer and developer platform, Staircase reduces time and cost for startups and incumbents to adopt modern mortgage point solutions, which can accelerate product launches and increase interoperability across the mortgage stack[4][1].

Origin Story

• Founding year and founders: Staircase formed in the 2019–2020 timeframe; co‑founders include Adam Kalamchi (former proptech investor) and Soofi Safavi (application development background at JPMorgan Chase)[4][1].
  - How the idea emerged: the founders identified a persistent problem — mortgage origination requires many entities and systems to share and validate data, but there was no clean, mortgage‑specific API infrastructure to orchestrate those integrations — motivating an API/integration orchestration approach[4].
  - Early traction and pivotal moments: early customer validation and investor interest culminated in a Series A led by Bessemer (Dec 2021 report) after the team demonstrated a developer platform that addresses critical data, integration and workflow gaps in mortgage technology[4].

Core Differentiators

• Integration orchestration layer: purpose‑built API layer that stitches together legacy mortgage systems and modern point solutions, reducing need for replacing core systems[4].
  - Developer‑first platform: positions itself as a developer platform for mortgage tech, aiming to make mortgage services available “instantly” to apps and lenders via APIs[4].
  - Broad ecosystem applicability: designed to serve a wide set of mortgage participants (digital lenders, GSEs, insurers, banks, legacy vendors), not just new digital lenders[4].
  - Backing and network: Series A support from prominent fintech and proptech investors (Bessemer, RRE, MetaProp, Clocktower) which provides capital and go‑to‑market/industry connections[4][1].

Role in the Broader Tech Landscape

• Trend alignment: Staircase rides the trends of cloud migration, API‑driven fintech infrastructure, and composable lending stacks that let lenders mix‑and‑match best‑of‑breed services instead of swapping monolithic cores[4].
  - Why timing matters: mortgage operations are historically fragmented and legacy‑heavy; regulators and investors have been pushing efficiency and automation, so a mortgage‑specific integration layer addresses a high‑friction, high‑value use case at a time when the industry is increasingly open to cloud and API solutions[4][1].
  - Market forces in their favor: demand for digital lending efficiency, proliferation of mortgage point solutions, and investor appetite for developer platforms in financial services support Staircase’s value proposition[4].
  - Influence on the ecosystem: by lowering integration cost and complexity, Staircase can accelerate adoption of best‑of‑breed mortgage products, enable faster product innovation at lenders, and reduce vendor lock‑in across the mortgage supply chain[4].

Quick Take & Future Outlook

• Short term: expect continued productization of APIs and broader commercial rollout to lenders and mortgage vendors; additional partnership integrations with major mortgage vendors and data providers are likely priorities[4][1].
  - Mid term: success depends on top‑tier customer wins, depth of integrations with incumbents (e.g., core mortgage platforms, GSEs), and the company’s ability to drive developer adoption and standards in mortgage data interchange[4][1].
  - Key risks and catalysts: risks include slow incumbent migration off legacy systems and competitive moves by large vendors; catalysts include regulatory modernization, lender consolidation around cloud solutions, and demonstrable ROI from reduced time‑to‑integrate and loan cycle improvements[4].
  - Verdict: Staircase addresses a clear structural problem in mortgage tech with an API/integration orchestration approach; if it scales integrations and secures marquee customers, it can materially speed modernization of mortgage origination and become a standard plumbing layer for the industry[4][1].

Sources cited: company profiles and reporting on Staircase’s founding, product positioning and Series A financing[4][1].