For too long, residential HVAC sales have been dominated by manual pricebooks, static proposal templates, and fragmented vendor relationships.
The reality is that quoting is only one part of the equation. The heaviest lifting happens before a homeowner ever sees a price—in equipment matching, margin calculations, and rebate qualifications.
That is why we recently announced our $2 million seed round, led by York IE, with participation from Palmetto and Finturf. This brings our total funding to $2.7 million and accelerates our mission to solve the HVAC data problem with one unified solution.
The Problem with Disconnected Data
Historically, contractors have been forced to fly blind. When pricing, rebates, and inventory data live across spreadsheets and disconnected systems, contractors miss out on margins, and distributors lack visibility downstream.
As Matt Shapiro, Director of Investments at York IE, noted on the investment: “We believe the next great vertical software companies won't just digitize workflows—they'll own the data layer that connects an entire supply chain”.
By serving as a point-of-sale for contractors and a command center for distributors, SetSale provides value to the entire ecosystem.
The System is the Solution
We are actively building an AI-native sales network that connects contractors and distributors in real time. By embedding live distributor pricing, inventory, and incentives directly into the proposal workflow, we eliminate the guesswork.
Chris Kemper, Founder and CEO of Palmetto, perfectly summarized the market need: “Home energy upgrades don't scale unless the selling process scales. SetSale is modernizing a critical bottleneck in HVAC”.
We are already collaborating with major distributors like Mingledorff's, Winsupply, Lohmiller, Koch Air, and Standard Air. This funding allows us to expand those partnerships, deepen ERP integrations, and advance our AI-driven pricing and margin optimization capabilities.
Read the full announcement on ACCESS Newswire.