I've been whining about the lack of AI GTM progress.
Categories like support, dev tools, and legal have multiple domain-specific AI companies breaking through. Sierra hit $100M ARR in under two years. Harvey grew 8x in 2025 to an $8B valuation. Cursor is worth $29B. I look at sales and marketing and it feels behind.
But I think a wave is coming.
The AI GTM 100 is tracking the most promising startups in this space, filling the gap.
SO WHAT?
The gap is real
If you care about GTM keeping up with AI transformation, you want a rich ecosystem. Here's the current state:
Domain | AI-Native Unicorns | Top Companies |
|---|---|---|
Vibe Coding / Dev Tools | 11 | Cursor ($29B), Poolside ($12B), Devin ($10B) |
Support / CX | 9 | Sierra ($10B), Decagon ($5B), Parloa ($3B) |
Healthcare | 9 | Tempus ($13B), OpenEvidence ($6B), Abridge ($5B) |
Legal | 3 | Harvey ($8B), EvenUp ($2B), Eve ($1B) |
GTM | 1 | Clay ($3.1B) |
Clay is the only recent break out winner. Harvey (legal) alone is worth more than all AI-native GTM companies combined.
The wave is building
That said, there are a lot of interesting things happening in AI GTM. So I put together a tracker of the companies worth watching.
Note: There aren't 100 in there yet, but I'm going to track the space and keep the resource fresh.
Who stands out (in my opinion)
Clay — Most dramatic growth story so far. $1M to $100M ARR in 2 years. 6x growth in 2024. $3.1B valuation. Dominant brand. The RevOps → GTM Engineering movement is real. They're flattening the whole data vendor space.
AirOps — Most interesting in the AEO and AI content workflow space. $40M Series B at $225M valuation. Logos like Ramp, Carta, Wiz, Brex. Well-positioned as AI search changes how content gets discovered.
Inflection.io — The only one delivering Marketing Agents on top of a modern MAP. Full Marketo replacement with embedded CDP so the Agents get all the context. Early-ish ($15M raised), but landing $100K+ deals. Customers like Vercel, Twilio, Postman.
Unify — After the AI SDR wave, they brought a new take on AI prospecting. $40M Series B at $260M valuation with 700% YoY growth. Marquee AI logos using it (Cursor, Perplexity, Together AI). Very complete product vision connecting intent signals to AI agents to multi-channel outreach.
Endgame, Actively, Rox — All well-funded, smart teams, interesting approaches to "super intelligence for sales." I think of these kinda like ChatGPT for sales, but with deep context and knowledge. Gong's got something to say about this space too.
Agency — Huge vision, unstoppable founder. Elias raised $32M from Sequoia and Menlo to define the new AI-native customer success model. Strategic backing from Snowflake and Databricks Ventures. I'd bet he eventually tries to replace SFDC and become the customer OS (or something like that).
What I’m watching
I think the wave is building and this space is going to change fast in 2026.
The real, winning “agentic” use cases.
New startups entering the space.
How the early AI players evolve and expand.
How incumbents like Gong, and ZoomInfo make the transition.
The tracker has dozens of interesting AI GTM tech players with research on each. But I know I'm missing some.
Who else should I track?
Recommend a company here or leave a comment on LinkedIn