Clay ARR may hit $70M, a 12-person Voice AI hit $15M ARR in less than 2 years
Clay valued at $3.1B with a $100 million Series C
Leveraging AI to find sales leads and reimagine the entire go-to-market (GTM) motion is proving to be one of the most powerful growth levers in enterprise software today.
Among the emerging players in this space, Clay stands out — growing nearly as fast as the top AI coding platforms.
6 months ago, Clay raised $40 million in a Series B expansion round, which brings its valuation to an impressive $1.25 billion. And its ARR is nearing $30M.
Today, Clay officially announced it has raised $100M at a $3.1B valuation, with CapitalG leading and existing backers Meritech and Sequoia participating. That means the company more than doubled in valuation in half a year.
Clay now has over 10,000 paying customers, including enterprise giants like OpenAI and Google. While exact revenue numbers haven’t been disclosed, the CEO says Clay is on track to cross $100M ARR by the end of the year, tripling last year’s revenue and nearing profitability.
Based on Clay’s $30M ARR in early 2025 and its growth, it is now estimated at $70M in ARR.
A New AI-Native Role: GTM Engineer
Clay isn’t just building tools — it’s pioneering a new function in the AI era: GTM Engineering.
As described in their latest blog post, GTM engineers combine growth strategy, automation, and AI to build scalable revenue engines. They don’t code in Python or TypeScript — they code in growth playbooks.
A single GTM engineer can now scale the work of 100 sales reps by automating research, signal tracking, CRM input, and outreach. This was unthinkable just two years ago without large teams of researchers and engineers.
And over 100 GTME agencies have already been launched, with many achieving $1M+ ARR, and some reaching $3M–6M. These agencies use Clay’s automation infrastructure to serve clients, making this one of the most compelling new bootstrapped business models in B2B SaaS.
Clay’s growth has also uplifted its broader ecosystem — the company claims it will generate $50M in revenue for its 150+ data providers this year alone.
Real-World Use Cases
Customers use Clay primarily for lead enrichment and sales automation. For instance, Anthropic leverages Clay for:
Intelligent lead scoring through enhanced prospect data;
Auto-generated pre-call research notes;
Real-time fraud domain detection.
This boosted their data coverage 3x and embedded AI into their GTM strategy at scale.
Cursor, another high-growth AI startup, uses Clay to track mentions across platforms like X, LinkedIn, YouTube, and Reddit. The insights fuel its customer success team with real-time engagement and proactive lead discovery.
The AI-led GTM revolution may only just be beginning.
12-person Voice AI hit $15M ARR with less than $5M seed funding
Meanwhile, a conversational voice AI platform is quietly becoming a breakout B2B infrastructure play.
Just a year ago, they had hit $3M ARR. Now, they’re at $15M ARR, all without any new funding or marketing spend.
