SetSale Raises $2 Million Seed Round

SetSale, a Charlotte, NC–based AI-powered sales solution for residential HVAC and home improvement trades, has raised $2 million in Seed funding.

The round was led by York IE, with participation from Palmetto and Finturf, bringing SetSale’s total funding to $2.7 million since its founding in 2024.

York IE is an investment and operating firm that combines a family of funds with a hands-on operating platform to build and support software companies. The firm operates an investment-as-a-service model that combines a $100 million rolling fund with a global operating platform featuring over 250 specialists. York IE has made over 150 investments, typically leading pre-Seed and Seed rounds.

York IE’s Matt Shapiro will join SetSale’s board of directors.

The company will use the funds to expand vendor partnerships, deepen ERP integrations, and advance its AI-powered pricing and analytics capabilities.

Led by CEO Assaf Weinberg, SetSale is an AI-native sales enablement platform designed for the residential HVAC industry. It connects contractors and distributors through real-time pricing, inventory, and incentive data. By integrating live distributor pricing, inventory, rebates, and spiffs directly into contractor proposals, SetSale automates quote creation, embeds consumer financing, and seamlessly connects with existing Field Service Management (FSM) systems. Headquartered in Charlotte, North Carolina, SetSale works with major distributors, including Mingledorff’s, Winsupply, Lohmiller, Koch Air, and Standard Air.

Funding Details

Company: SetSale, Inc.

Raised: $2.0M

Round: Seed

Funding Date: March 2026

Lead Investor: York IE

Additional Investors: Palmetto, Finturf

Company Website: https://www.setsale.ai/

Software Category: AI Sales; HVAC Supply Chain Sales Platform