FirstStance
Four Engines. One Platform.

Built for the Intelligence Era

Every capability in FirstStance was designed to work together — intelligence feeding rehearsal, compliance protecting everything. Here's what's under the hood.

Core Engine

AI Sales Rehearsal Sandbox

Walk in rehearsed. Not hoping.

The only platform that lets your reps practice live conversations against AI-driven buyer personas — with millisecond vocal response precision, real-time scoring, and methodology-aligned coaching.

Buyer Persona Emulation

AI personas calibrated to MEDDIC, Challenger, and Empathy-based frameworks. Each persona responds, objects, and redirects like a real prospect — not a script.

MEDDICMEDDPICCChallenger SaleEmpathy-BasedCustom Frameworks
firststance.ai — rehearsal
PERSONACFO — Cost-Pressure Challenger
METHODOLOGYMEDDIC aligned
VOCAL SCORE94 / 100
FILLER WORDS2 detected → coaching queued
PACINGOptimal — 148 wpm
OBJECTIONBudget handled — strong
STATUSSession complete ✓
Intelligence Layer

Deep SEC Signal Auto-Crawler

Know their world before you call.

Continuous monitoring of SEC filings, earnings transcripts, competitor positioning, and regulatory signals — automatically surfaced and aligned to your account context before every conversation.

10-K & 10-Q Parsing

Annual and quarterly filings parsed for cost pressures, strategic priorities, risk factors, and capital allocation signals — the context your reps need to lead with relevance.

10-K / 10-Q FilingsEarnings Transcripts8-K FilingsCompetitor SignalsRegulatory Submissions
firststance.ai — sec
ACCOUNTAcme Corp (NYSE: ACME)
10-K FILED3 days ago — parsed ✓
EARNINGSQ3 miss — cost pressure flagged
CFO SIGNAL"Vendor consolidation priority"
COMPETITORRival 8-K: pricing change
BRIEFPre-call brief ready
ALIGNMENTMEDDIC — Economic Buyer mapped
Pipeline Engine

SBO Lead Aligner

Stop guessing where your next deal is.

50 small business and startup categories mapped for hyper-local pipeline targeting. The SBO Lead Aligner turns geographic and vertical intent signals into a prioritized, actionable prospect list — before your competitors even know the opportunity exists.

50 SBO Category Mapping

From professional services to specialty retail, 50 small business categories are mapped with intent signals, growth indicators, and outreach timing recommendations.

50 SBO CategoriesHyper-Local SignalsGrowth IndicatorsPermit & Registration DataHiring Signal Tracking
firststance.ai — sbo
MARKETAustin, TX — 78701
CATEGORYProfessional Services
NEW FILINGS14 this week
GROWTH SIGNAL3 expansion permits filed
HIRING7 active job posts detected
READINESSTop 3 ranked — high priority
ACTIONOutreach window: now
Compliance Suite

SafeGate Compliance Suite

Compliance built in. Not bolted on.

HIPAA data redaction, SOC-2 Type II alignment, and transparent audit logs — engineered into the platform's core from day one. SafeGate means your revenue team can move fast without leaving your legal team behind.

HIPAA Auto-Redaction

Protected health information is automatically detected and redacted from all rehearsal sessions, account briefs, and stored interactions. Zero manual review required.

HIPAA RedactionSOC-2 Type IIAudit LoggingRole-Based AccessSSO Integration
firststance.ai — safegate
HIPAAAuto-redaction active ✓
SOC-2Type II aligned ✓
AUDIT LOG100% coverage — all sessions
ACCESSRBAC + SSO enforced
DATAUS residency — encrypted at rest
REVIEWLegal team: approved ✓
STATUSEnterprise-ready

The Unified Advantage

Four engines. One loop.

The SEC Crawler surfaces account intelligence. The Rehearsal Sandbox uses that intelligence to build buyer-specific personas. The SBO Aligner feeds the pipeline. SafeGate protects everything. No other platform closes this loop.

AI Sales Rehearsal Sandbox
Deep SEC Signal Auto-Crawler
SBO Lead Aligner
SafeGate Compliance Suite