Asset Manager

Updated:

Invoca Inc.

Invoca is an AI platform for inbound lead conversion, with a Net Promoter Score of 87 and integrations with Google Ads and social media for call...

Invoca Inc.

Invoca operates as a software company providing an AI platform for inbound lead conversion, headquartered in Santa Barbara with an office in San Francisco. The firm's product engages, qualifies, and routes high-intent buyers across online and offline journeys. The strategy centers on AI agents trained on call data to improve contact center close rates, marketing-driven leads, appointments, and paid search sales. Invoca cites integration with Google Ads, TikTok, and Facebook, and claims one client saw a 100% increase in revenue from ad campaigns. Named deployments include the Kinetic sales team using Invoca to automatically QA 100% of calls and a franchise system managing caller experiences across locations. Invoca reports over 1,000 five-star reviews and a G2 leader rating in call tracking and attribution. The company maintains a partner community and positions itself for enterprise clients. No recent operational events (e.g., funding rounds, acquisitions) were disclosed in available sources within the last 24 months. A structural differentiator is Invoca's focus on phone call attribution, a niche that is often under-measured in digital marketing. The firm's AI agents are built to handle distinct customer types in weeks rather than months, per customer testimonials on its website.

Website
invoca.com

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Santa Barbara

Corporate office

Santa Barbara, San Francisco, United States

Additional offices

San Francisco

Principals

not disclosed

Sector focus

AI/MLEnterprise SoftwareAdTech

Frequently asked questions

Who runs investment decisions at Invoca?

Invoca does not publicly disclose its investment or executive leadership on its website or in available sources. The firm appears to operate as a private company, but specific principals are not named in public materials.

How does Invoca source proprietary deal flow?

Invoca appears to generate its own client pipeline through its marketing and sales platform, rather than sourcing external investment deals. The firm's website focuses on its product for enterprises, not on investment activity.

Is Invoca structured as a single family office or does it operate more like a venture firm?

Invoca is described as a software company, not a family office or investment firm. Its public profile centers on its AI platform for inbound lead conversion, with no indication of fund management or family office operations.

Does Invoca participate in fund commitments or only direct deals?

No evidence suggests Invoca participates in fund commitments or direct investment deals. The firm's disclosed activities are limited to selling and supporting its AI platform for enterprises.

What investment stages does Invoca typically target?

Invoca does not disclose an investment thesis or stage focus. As a product company, it targets enterprise customers rather than investment stages.

Which sectors does Invoca explicitly avoid?

Invoca does not publish any sector exclusions. Its platform appears sector-agnostic, with use cases cited for general inbound sales and marketing teams.

Where does the underlying wealth come from?

Invoca does not disclose ownership or wealth origin. The firm is privately held, but no public information ties it to a specific individual or family fortune.

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