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Vertex Service Partners Rolls Out Revin’s AI Voice and SMS Agents Across Its National Roofing Portfolio

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4 months ago

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Revin’s AI voice and SMS agents engage every homeowner lead in seconds, backed by an omnichannel platform that meets customers where they are across voice, SMS, and email, booking appointments directly into ServiceTitan.

NEW YORK, July 1, 2026 /PRNewswire/ — Revin, the AI voice and SMS platform for residential service operators, today announced a partnership with Vertex Service Partners, one of the nation’s fastest-growing residential roofing and exterior services platforms. Revin’s AI voice and SMS agents, backed by an omnichannel platform that also engages homeowners over email, are now live across Vertex’s regional brands, automating customer engagement, accelerating lead response, and converting more inbound and outbound opportunities into booked appointments.

Launched by Alpine Investors in 2023, Vertex has grown to more than 800 employees, servicing in excess of 100,000 roofs a year through a portfolio of 27 established regional brands that continue to operate under their own names. Vertex’s operations depend on fast lead response, consistent follow-up, and reliable scheduling at scale.

In its first months live, Revin’s AI voice and SMS agents have engaged thousands of homeowners for Vertex, responding to new leads in under two seconds on average, at any hour of the day or night. Working together across voice, SMS, and email.

“In the roofing business, responding to customers quickly is of paramount importance,” said Josh Churnick, Chief Marketing Officer of Vertex Service Partners. “When homeowners need their roof repaired or replaced, it’s usually a very time-sensitive issue. Revin gives us the ability to engage every homeowner in real time, around the clock, and book appointments directly into our system. That is a major advantage in how we serve our markets.”

The early results have reshaped how Vertex thinks about converting leads into roofing projects. Revin has become a significant component of Vertex’s communication strategy, ensuring 100% of calls are answered at any time so homeowners never wait for a reply, even during peak demand.

“Revin isn’t just keeping pace with our team, it’s adding efficient performance where we previously had gaps,” Churnick added. “It engages our customers in seconds, books them faster, and ultimately keeps us extremely busy. We’ve tried just about every tool out there, and Revin is the first that feels like a true extension of our team.”

Revin’s AI agents are embedded into Vertex’s ServiceTitan environment and meet each homeowner on whatever channel they choose, with AI voice and SMS at the core and email extending the reach, so no conversation is ever dropped between channels. From the moment a lead enters the system Revin’s agents engage, qualify, and schedule the appointment in real time. The deployment supports Vertex’s full customer journey, including:

AI voice and SMS agents that answer inbound calls and texts and respond to new leads in seconds, day or nightOmnichannel continuity across voice, SMS, and email that picks up wherever the homeowner left offAppointment scheduling, confirmations, reminders, and reschedulingRe-engagement of unsold estimates and canceled appointmentsAfter-hours and overflow coverage for true 24/7 availability

Each AI agent is configured to the brand’s scheduling logic, qualification rules, product lines, service areas, and operating procedures. Rather than deploying a generic assistant, Revin works with operators to build AI agents that reflect how their businesses actually run.

“Vertex is exactly the kind of operator Revin was built for,” said Quinn Litherland, Founder and CEO of Revin. “They are a fast-moving, high-volume business where speed to lead, follow-up, and operational consistency directly impact revenue. AI is not about replacing great teams. It is about making sure no opportunity falls through the cracks, and giving sales teams more time to focus on serving homeowners.”

Revin’s forward-deployed model pairs each customer with dedicated AI engineers who help configure workflows, review scripts and standard operating procedures, and support launch and ongoing optimization, an approach that has made Revin a true extension of Vertex’s contact center team.

The partnership expands Revin’s presence across the residential services market, where operators are increasingly turning to AI to improve customer experience, capture every opportunity, and scale revenue operations without adding complexity.

About Revin

Revin is the AI voice and SMS platform for residential service operators, with an omnichannel suite spanning voice, SMS, and email. Purpose-built for HVAC, plumbing, electrical, roofing, remodeling, and home improvement businesses, Revin’s AI voice and SMS agents answer calls and texts in seconds and meet every customer where they are, extending to email so no opportunity is missed. Revin helps operators increase revenue, reduce operational burden, and ensure customer opportunities are never missed. With a forward-deployed model that pairs every customer with dedicated AI engineering support, Revin delivers enterprise-grade automation configured to each operator’s real-world workflows. Learn more at revin.ai.

About Vertex Service Partners

Vertex Service Partners is a residential roofing and exterior services platform launched by Alpine Investors in 2023. Through a portfolio of established regional brands operating across the United States, Vertex delivers roof replacements, repairs, siding, gutters, windows, and related exterior work for homeowners. Combining a sales-driven model, deep insurance-restoration expertise, and a commitment to operational excellence, Vertex partners with leading technology platforms to scale performance and deliver exceptional homeowner experiences. Learn more at vertexservicepartners.com.

Media Contacts

Revin: Quinn Litherland – quinn@revin.ai

Vertex Service Partners: Octavia Wallace – o.wallace@vertexservicepartners.com

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SOURCE Revin

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Eqvista Launches Company-Sponsored Tender Offers, Expanding Private Market Liquidity Capabilities

Published

44 minutes ago

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October 19, 2026

By

New tender offer capabilities connect equity management with real-time valuation data covering approximately 65,000 private companies with a combined estimated value of $9 trillion, laying the groundwork for future secondary marketplace capabilities.

SAN FRANCISCO, Oct. 19, 2026 /PRNewswire/ — Eqvista, a leading equity management and valuation platform serving more than 25,000 companies, today announced the launch of company-sponsored tender offer capabilities, enabling private companies to organize structured liquidity events directly within their equity management platform. The launch also marks a step toward Eqvista’s planned secondary marketplace capabilities.

As companies stay private longer, employees and early investors face limited opportunities to sell their shares. Meanwhile, organizing liquidity events involves complex decisions around pricing, participant eligibility, approvals, and ownership changes.

Eqvista brings these processes together through a company-controlled tender offer workflow, supported by its equity management infrastructure and Eqvista Real-Time Company Valuation® technology.

“With Eqvista, private companies can help their employees and early investors turn their shares into cash, rewarding them for their contributions to the company,” said Tomas Milar, Founder and CEO of Eqvista. “We already help companies manage ownership and understand their value. Bringing tender offers into the same platform is a natural next step toward connecting equity management, valuation, and liquidity.”

Company-Controlled Tender Offers

Eqvista’s new capabilities allow companies to manage tender offers while maintaining control over participation, transaction terms, and ownership changes.

Key features include:

Cap table integration: Automatically record completed ownership changes.Participant controls: Define eligible buyers and sellers and offer windows.Allocation rules: Set transaction limits, pro rata allocations, and priorities.Integrated approvals: Manage approval requirements and rights of first refusal.Valuation-informed pricing: Reference Eqvista Real-Time Company Valuation® data when evaluating transaction pricing.

By integrating these processes, Eqvista aims to reduce the administrative complexity of organizing liquidity events while helping companies maintain control over their shareholder base.

Building Toward a Secondary Marketplace

Building on its company-sponsored tender offer capabilities, Eqvista plans to expand into secondary marketplace infrastructure designed to support structured, company-approved liquidity programs. By connecting ownership records, real-time valuation data, and private share transactions within one platform, Eqvista aims to make private market liquidity more accessible while allowing companies to maintain control over participation and ownership changes. Further details will be announced as development progresses, subject to applicable regulatory requirements.

Learn more about Eqvista’s Company-Sponsored Tender Offers.

About Eqvista

Eqvista is an equity management and valuation platform building infrastructure for private markets. Trusted by more than 25,000 companies worldwide, Eqvista combines equity management, in-house valuation expertise, and AI-powered technology to help private companies manage ownership and understand their value. Eqvista Real-Time Company Valuation® technology covers approximately 65,000 U.S. private companies representing an estimated $9 trillion in combined value.

Contact Information
Jakub Vele
Head of Marketing
424978@email4pr.com
+1 (415) 375-4963

View original content to download multimedia:https://www.prnewswire.com/news-releases/eqvista-launches-company-sponsored-tender-offers-expanding-private-market-liquidity-capabilities-302911472.html

SOURCE Eqvista

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Eqvista Launches Company-Sponsored Tender Offers, Expanding Private Market Liquidity Capabilities

Published

44 minutes ago

on

October 19, 2026

By

New tender offer capabilities connect equity management with real-time valuation data covering approximately 65,000 private companies with a combined estimated value of $9 trillion, laying the groundwork for future secondary marketplace capabilities.

SAN FRANCISCO, Oct. 19, 2026 /PRNewswire/ — Eqvista, a leading equity management and valuation platform serving more than 25,000 companies, today announced the launch of company-sponsored tender offer capabilities, enabling private companies to organize structured liquidity events directly within their equity management platform. The launch also marks a step toward Eqvista’s planned secondary marketplace capabilities.

As companies stay private longer, employees and early investors face limited opportunities to sell their shares. Meanwhile, organizing liquidity events involves complex decisions around pricing, participant eligibility, approvals, and ownership changes.

Eqvista brings these processes together through a company-controlled tender offer workflow, supported by its equity management infrastructure and Eqvista Real-Time Company Valuation® technology.

“With Eqvista, private companies can help their employees and early investors turn their shares into cash, rewarding them for their contributions to the company,” said Tomas Milar, Founder and CEO of Eqvista. “We already help companies manage ownership and understand their value. Bringing tender offers into the same platform is a natural next step toward connecting equity management, valuation, and liquidity.”

Company-Controlled Tender Offers

Eqvista’s new capabilities allow companies to manage tender offers while maintaining control over participation, transaction terms, and ownership changes.

Key features include:

Cap table integration: Automatically record completed ownership changes.Participant controls: Define eligible buyers and sellers and offer windows.Allocation rules: Set transaction limits, pro rata allocations, and priorities.Integrated approvals: Manage approval requirements and rights of first refusal.Valuation-informed pricing: Reference Eqvista Real-Time Company Valuation® data when evaluating transaction pricing.

By integrating these processes, Eqvista aims to reduce the administrative complexity of organizing liquidity events while helping companies maintain control over their shareholder base.

Building Toward a Secondary Marketplace

Building on its company-sponsored tender offer capabilities, Eqvista plans to expand into secondary marketplace infrastructure designed to support structured, company-approved liquidity programs. By connecting ownership records, real-time valuation data, and private share transactions within one platform, Eqvista aims to make private market liquidity more accessible while allowing companies to maintain control over participation and ownership changes. Further details will be announced as development progresses, subject to applicable regulatory requirements.

Learn more about Eqvista’s Company-Sponsored Tender Offers.

About Eqvista

Eqvista is an equity management and valuation platform building infrastructure for private markets. Trusted by more than 25,000 companies worldwide, Eqvista combines equity management, in-house valuation expertise, and AI-powered technology to help private companies manage ownership and understand their value. Eqvista Real-Time Company Valuation® technology covers approximately 65,000 U.S. private companies representing an estimated $9 trillion in combined value.

Contact Information
Jakub Vele
Head of Marketing
424978@email4pr.com
+1 (415) 375-4963

View original content to download multimedia:https://www.prnewswire.com/news-releases/eqvista-launches-company-sponsored-tender-offers-expanding-private-market-liquidity-capabilities-302911472.html

SOURCE Eqvista

Continue Reading

Technology

Eqvista Launches Company-Sponsored Tender Offers, Expanding Private Market Liquidity Capabilities

Published

44 minutes ago

on

October 19, 2026

By

New tender offer capabilities connect equity management with real-time valuation data covering approximately 65,000 private companies with a combined estimated value of $9 trillion, laying the groundwork for future secondary marketplace capabilities.

SAN FRANCISCO, Oct. 19, 2026 /PRNewswire/ — Eqvista, a leading equity management and valuation platform serving more than 25,000 companies, today announced the launch of company-sponsored tender offer capabilities, enabling private companies to organize structured liquidity events directly within their equity management platform. The launch also marks a step toward Eqvista’s planned secondary marketplace capabilities.

As companies stay private longer, employees and early investors face limited opportunities to sell their shares. Meanwhile, organizing liquidity events involves complex decisions around pricing, participant eligibility, approvals, and ownership changes.

Eqvista brings these processes together through a company-controlled tender offer workflow, supported by its equity management infrastructure and Eqvista Real-Time Company Valuation® technology.

“With Eqvista, private companies can help their employees and early investors turn their shares into cash, rewarding them for their contributions to the company,” said Tomas Milar, Founder and CEO of Eqvista. “We already help companies manage ownership and understand their value. Bringing tender offers into the same platform is a natural next step toward connecting equity management, valuation, and liquidity.”

Company-Controlled Tender Offers

Eqvista’s new capabilities allow companies to manage tender offers while maintaining control over participation, transaction terms, and ownership changes.

Key features include:

Cap table integration: Automatically record completed ownership changes.Participant controls: Define eligible buyers and sellers and offer windows.Allocation rules: Set transaction limits, pro rata allocations, and priorities.Integrated approvals: Manage approval requirements and rights of first refusal.Valuation-informed pricing: Reference Eqvista Real-Time Company Valuation® data when evaluating transaction pricing.

By integrating these processes, Eqvista aims to reduce the administrative complexity of organizing liquidity events while helping companies maintain control over their shareholder base.

Building Toward a Secondary Marketplace

Building on its company-sponsored tender offer capabilities, Eqvista plans to expand into secondary marketplace infrastructure designed to support structured, company-approved liquidity programs. By connecting ownership records, real-time valuation data, and private share transactions within one platform, Eqvista aims to make private market liquidity more accessible while allowing companies to maintain control over participation and ownership changes. Further details will be announced as development progresses, subject to applicable regulatory requirements.

Learn more about Eqvista’s Company-Sponsored Tender Offers.

About Eqvista

Eqvista is an equity management and valuation platform building infrastructure for private markets. Trusted by more than 25,000 companies worldwide, Eqvista combines equity management, in-house valuation expertise, and AI-powered technology to help private companies manage ownership and understand their value. Eqvista Real-Time Company Valuation® technology covers approximately 65,000 U.S. private companies representing an estimated $9 trillion in combined value.

Contact Information
Jakub Vele
Head of Marketing
424978@email4pr.com
+1 (415) 375-4963

View original content to download multimedia:https://www.prnewswire.com/news-releases/eqvista-launches-company-sponsored-tender-offers-expanding-private-market-liquidity-capabilities-302911472.html

SOURCE Eqvista

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