Upward Pre-Sales

End Pre-Sales Friction – Unlock Revenue Momentum

Upward is Theorem’s automation solution across Rev Ops order-to-cash (OTC) process. 

Upward Pre-Sales brings that automation to the first stage of the OTC process, as a modular innovation layer that helps reduce the friction before a deal reaches Ad Ops, making revenue-critical work more visible, more governable, and easier to scale.

By strengthening pre-sales, teams create a cleaner starting point, enhanced deal quality, execution readiness that shapes revenue confidence.

Join the Beta Waitlist
Pre sales control layer

The Pre-Sales Gap

The Black Box Stage: Where Revenue Leaks Hide

The challenges facing pre-sales are not new. Organizations have learned to live with friction and tolerate the inconsistencies. 77% of respondents reported manual errors in pricing or deadlines.

Before an IO is ever created, sales, account management, and ad ops teams are already working through disconnected inputs, incomplete information, pricing questions, and too much manual coordination.

This has a compounding effect that risks revenue and scale as deals move toward execution.

Process flow

Disconnected inputs

Critical information lives in different systems, formats, and inboxes – making it hard to build an accurate, complete media plan.

Manual coordination

Too many handoffs, status updates, and back-and-forth slow things down and increase the chance of errors or missed details.

Downstream risk

Gaps in planning lead to last-minute changes, inventory conflicts, and client dissatisfaction that impact revenue and relationships.

The UPWARD Pre-Sales Solution

The Intelligence Layer Behind Revenue Confidence

Upward Pre-Sales is a purpose-built intelligence layer that helps media revenue teams bring structure to the inputs, pricing, inventory, proposal, revisions, and approval steps. This strengthens revenue confidence and shape the deal before execution begins.

By bringing pre-sales workflows into a more structured process, teams can reduce manual back-and-forth, align earlier, and create cleaner handoffs.

90%

of ad professionals spend more than five hours per week on manual or administrative pre-sales tasks

40%

spend more than ten hours on activities like pricing
validation, proposal revisions, and internal coordination.

Source: Theorem proprietary research of 500 ad professionals.

Connect the Workflow

Bring key pre-sales activities into one more coordinated process.

Reduce Manual Back-and-Forth

Keep pricing, planning, and approvals moving with fewer delays.

Prepare Teams for Execution

Help downstream teams start with better information and clearer expectations.

Upward Pre-Sales Process - Intelligence Automated

Structured Inputs

Bring RFPs, discovery notes, CRM details, and campaign requirements into a more consistent starting point.

Structured Inputs

Pricing & Inventory Alignment

Keep rates, packaging, and availability connected as deal details evolve. 

Pricing & Inventory Alignment

Proposal + Approval Governance

Use structured proposal workflows and approval steps to reduce ambiguity before the plan moves forward.

Proposal and Approval Governance

Execution-Ready Detail

Carry finalized deal information downstream with less manual re-entry or reconciliation.

Execution-Ready Detal

Join the Beta Waitlist for Upward Pre-Sales

Be among the first to get early access to Upward Pre-sales and start your innovation journey to drive revenue confidence, control, and visibility.

Built for media revenue teams:

  • Start automating your Pre-Sales process
  • Test new features and share your feedback
  • Partner in building a product that better meets your needs

Thought Leadership & Insights

Explore the research behind Upward Pre-Sales

Article

Why Pre-Sales Is the Next Automation Opportunity in Media Revenue Operations

Access the Article

WHITE PAPER​​

The Pre-Sales Gap: Where Revenue Momentum Breaks Down Before the Deal Is Signed

Download the White Paper

For teams exploring a more connected pre-sales process.

Achieving Scale and Efficiency Across RevOps

Locking Revenue at Every Stage of RevOps by Automating the Order-to-Cash process

Upward automates all four stages of the order-to-cash process,
helping media teams scale efficiently and improve revenue
performance across RevOps; from pre-launch and campaign
execution to reporting, billing, and reconciliation.

Interested in automating more of order-to-cash?

Upward also supports automation across later-stage RevOps workflows, including pre-launch, campaign execution, reporting, billing, and reconciliation.

Talk to Theorem About OTC Automation
OTC process

Beta Wailist

  • Start automating your Pre-Sales process
  • Test new features and share your feedback
  • Partner in building a product that better meets your needs

        new form test

            Meto

            Meto

            Meto is a tech-based nonprofit intent on making access to quality higher education a reality for all students. We have a special focus on creating scholarships for low-income students.


            In 2018, Meto was founded to connect African students with university opportunities. Along the way, we have learned that all students can benefit from our innovative model, wherein universities make the first move and invite good-fit students to apply. So, in 2023, we opened our platform to students across the globe.

            website: https://meto-intl.org/

                      Nikhil Badlani Foundation

                      The Mission of the Nikhil Badlani Foundation (the “Foundation”) is to enhance the lives of underserved children in West Orange, NJ and neighboring communities through music lessons, scholarships, and traffic safety education for all.

                      Since the Foundation was established in 2011, Theorem has consistently been an annual sponsor of and team participant in the STOP for Nikhil 5K Run/3K Walk. This event intends to raise traffic safety awareness and to serve as a way to remembervbgfc ≈ and honor those who have been killed or seriously injured in traffic accidents. We recognize the importance of raising awareness and road safety amongst teenagers and parents alike, especially in the local communities of our Chatham, New Jersey office. Learn more about the Nikhil Badlani Foundation at nikhilbadlanifoundation.org

                      Diversity and Inclusion

                      Theorem actively aids in the ongoing fight against systemic racism and discrimination, realizing the importance of ongoing discussions surrounding diversity and inclusion.

                      By contributing to organizations such as Black Girls Code and the Anti-Racism fund, we aim to be a fundamental supporter of diversity in the workplace and beyond. These organizations specifically speak to Theorem’s role as a leading voice in the technology innovation space and we avidly support their missions. The vision of Black Girls Code is to empower girls of color, ages 7-17 to become innovators in STEM fields and encourages them to be the builders of their own futures. The Anti-Racism Fund serves as a response to the inequities experienced by the African-American community. It provides monetary support to a dynamic portfolio of curated organizations as a way to inject and enable social change.

                      Feeding America

                      Feeding America is the largest charity working to end hunger in the United States. By partnering with local food banks, food pantries and other community food programs, Feeding America looks to advance change across the country and ensure equitable access to nutritious food.

                      As a long-standing contributor and sponsor of Feeding America, we deeply believe in their vision of an America without hunger. The need for and importance of organizations like Feeding America has has become more and more prevalent as communities face more hardships as a result of the pandemic and the current economy. Theorem is dedicated to its continued contributions to Feeding America to do our part to empower and strengthen our communities. Learn more about Feeding America at www.feedingamerica.org

                      Grameen America

                      Grameen America is dedicated to helping entrepreneurial women who live in poverty build businesses to enable financial stability mobility.

                      Since their founding in the United States in 2008, Theorem has supported Grameen America’s mission, which seeks to build upon the legacy of Presidential Medal of Freedom, Congressional Gold Medal and Nobel Peace Prize winner Muhammad Yunus. Through financial contributions and event participation, Theorem has contributed to Grameen America’s cause. As an immigrant entrepreneur himself, our CEO Jay Kulkarni is especially eager to support the organization’s mission of aiding underserved communities. Learn more about Grameen America at www.grameenamerica.org

                      Vision Spring

                      VisionSpring is making the wonder of clear vision possible for all by helping provide affordable and quality eyeglasses to those in need. For many, lack of access to affordable eyeglasses leads to loss of employment or less educational opportunities.

                      VisionSpring partners with organizations who join them in their mission of supporting livelihood initiatives, enhancing potential for all. Learn more about Vision Spring at https://visionspring.org Theorem has consistently partnered with VisionSpring to organize free events, such as eye check-ups, across multiple villages in the Mysuru, India region, impacting over 3,000 rural residents. We stand with VisionSpring in their mission to increase accessibility to quality eyewear and eye care.

                      Covenant House

                      Covenant House provides housing and supportive services to youth facing homelessness, helping young people transform their lives.

                      For more than 5+ years, Theorem has supported Covenant House with corporate sponsorships, leading career-building workshops at their Newark, NJ shelter facility and participation in the organization’s fund raising Sleep Outs. Covenant House utilizes these Sleep Outs to raise funds and help shine a light on the injustice of youth homelessness, inspiring communities to step up and protect the vulnerable. We are proud to support Covenant House’s programs, which are designed to empower young people to overcome and rise above adversity, today and in the future. Learn more about Covenant House at www.covenanthouse.org

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