Project Viper is an AI-powered, highly configurable customer experience (CX) orchestration platform built for complex, high volume service environments. Its solution suite automates appointment scheduling, customer flow optimization, virtual check-in, and real-time service management for leading government, healthcare, and financial services organizations.
With a 20+ year operating history and a footprint across North America, Europe, and Latin America, Project Viper enables institutions to modernize customer engagement at scale by digitizing workflows, shortening wait times, and improving service outcomes across digital and physical channels.
Project Viper seeks investment or acquisition to accelerate the rollout of its next-generation platform and unlock its full recurring revenue potential. Strategic rationale for investment:
• AI at the Core: The proprietary optimization engine delivers predictive flow modeling and automated service adjustments — enabling institutions to operate more efficiently, adapt in real time, and elevate the customer experience.
• Government-Ready: Built for regulated, high-complexity environments, Project Viper helps public agencies meet rising service demand with shrinking budgets. Its AI-powered orchestration enables faster, smarter, and lower-cost service delivery, restoring trust in government while modernizing citizen engagement with minimal disruption.
• Massive Market Opportunity: Targeting a $25B+ market of fragmented, legacy point solutions, with the platform and leadership in place to lead consolidation across sectors.
• Global Scale: Serving 10,000+ active locations across North America, Europe, and Latin America with a hybrid SaaS model and high recurring revenue.
• Next-Gen Ownership: Transitioning to a fully proprietary stack to boost margins, reduce deployment friction, and unlock rapid horizontal expansion.
• Proven Leadership: Decades of deep operational expertise in procurement-intensive environments, driving exceptional client retention and expansion.
Omnichannel Orchestration Engine:
A dynamic, rules-based coordination layer managing scheduled and unscheduled interactions across digital and physical touchpoints. Supports SLA-driven appointment logic, triage workflows, and blended in-person & remote customer flows.
Customer and Patient Flow Intelligence:
A real-time control system integrating queue management, capacity modeling, and directional routing to optimize movement within service environments. Enables continuous adjustment of customer flow based on volume, staffing, and location-specific dynamics.
Predictive Optimization Layer:
A proprietary AI engine modeling demand, forecasting wait times and recommending operational adjustments. Designed to improve throughput, reduce service variability, and align staffing with forecasted customer behavior patterns.
Hybrid Engagement Infrastructure:
A flexible check-in and arrival management framework supporting on-site and virtual engagements. Enables seamless transitions between remote scheduling, contactless entry, and in-person service delivery, anchored in a unified orchestration layer.
Journey Analytics & Service Reporting:
Integrated dashboards and reporting tools offer real-time and historical data on service utilization, queue velocity, throughput, and location-specific performance. Operations and CX leaders utilize these tools to identify trends and drive improvements.
Feedback and Experience Insight Loop:
Embedded feedback capture linked to key interaction milestones, enabling real-time sentiment analysis. Closes the loop between operational execution and experience outcomes, fostering continuous service improvement.
The company blends subscription-based software with expert-led services, supported by a proprietary, cloud-native platform. This elastic infrastructure enables low-friction deployment and scalable margin expansion. Deployments are highly configurable and supported by a library of modular, reusable micro-apps.
Strategic Characteristics That Drive Investment Appeal
Project Viper is a global CX orchestration platform purpose-built for high-volume, regulated service environments. With a foundation in scheduling, flow optimization, and digital-first engagement, it sits at the intersection of workflow automation and real-time service delivery. Anchored by proprietary AI, growing recurring revenue, and a proven track record across sectors, Viper represents a rare, scaled asset in a fragmented, under-modernized market.
Scaled Platform with Global Reach: Serving over 10,000 active service locations and supporting more than 20 million daily customer interactions across ~20 countries, Project Viper is one of the few vendors in this category operating at true global scale.
Recurring Revenue and Margin Expansion: SaaS accounts for 85–90% of new business in key markets. Ongoing migration to a proprietary platform is expected to eliminate annual third-party license costs and materially expand gross margins.
Organic Growth Through Embedded Expansion: Growth is driven by multi-phase deployments, substantial referral velocity, and expansion across existing customer footprints, reducing cost-to-acquire and lengthening customer life-time-value.
Strategic Client Access: An acquisition of Project Viper gives buyers instant access to a trusted foothold inside institutions representing $100B+ in IT budgets, creating an immediate opportunity for large-scale digital transformation and service expansion within the current customer base.
Cross-Vertical Pattern Recognition: The platform consistently succeeds across various regulated sectors—including government, healthcare, financial services, and telecom—supporting a horizontal expansion thesis with battle-tested sales playbooks.
Founder-Market Fit with Deep Operational Fluency: The leadership team brings decades of experience delivering complex deployments in procurement-intensive environments. This has resulted in unusually high retention and expansion within long-cycle client relationships.
AI Differentiation with Embedded Value: Viper’s proprietary optimization engine delivers real-time staffing recommendations, predictive flow modeling, and performance insight across service environments. Its LLMagnostic architecture enables seamless integration with emerging AI models, ensuring long-term adaptability.
Positioned to Lead Market Consolidation: The addressable market exceeds $25B and is marked by undercapitalized, vertically siloed point solutions. Viper has the operational maturity, client base, and infrastructure to serve as a consolidation platform.
About Revenue Rocket and the process for Project Viper
For more than two decades, Revenue Rocket has been dedicated to assisting IT service companies in both selling their business and expanding through mergers and acquisitions. As experts in the field, we understand what it takes for businesses in this rapidly evolving tech services industry to succeed. Because each company has unique needs and goals, we offer a customized program tailored to your firm’s specific requirements.
Look at our current deals to get a sense of the esteemed businesses we currently represent.
If Project Viper is of interest to your firm, here’s how the process will begin:
First, we’ll schedule an introductory call with Revenue Rocket to understand your firm and M&A goals. Following this call, we will establish a non-disclosure agreement (NDA) to ensure that sensitive information remains secure. Once the NDA is in place, we will provide you with a confidential information memorandum (CIM) with more detailed information.
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