Emergent ARR Hit $50M in 7 months, Sequoia Backed an AI-Native Calendly
Scheduling has become one of the biggest bottlenecks
Emergent ARR Hit $50M in 7 months
Emergent is an AI-driven software creation platform that combines autonomous AI agents with a user-friendly “vibe-coding” interface. The result is a system where users— even those with no prior coding experience— can design, build, test, and deploy full-stack web and mobile applications in a remarkably short amount of time. From idea to production, everything happens inside a single, tightly integrated workflow.
Founded in 2025, Emergent is headquartered in San Francisco, with a large engineering hub in Bengaluru. Its target audience is clear: entrepreneurs, small businesses, and creators who want to turn ideas into real products without assembling engineering teams or navigating the traditional complexity and cost of software development.
Emergent’s ambition is broader. Design, development, testing, deployment, and even monetization are woven together through AI, making software creation feel less like an engineering project and more like a creative process.
The company’s growth metrics suggest strong market pull. In just seven months since launch, Emergent has surpassed 5 million users across more than 190 countries. Over the same period, its annual recurring revenue (ARR) climbed from roughly $100,000 in the early days to $50 million, with projections pointing to more than $100 million in ARR by April 2026.
Software development is becoming increasingly “de-specialized,” moving from a skill reserved for engineers to a capability accessible to a much wider population through AI-assisted platforms.
Investors have taken notice. Emergent recently raised a $70 million Series B round led by SoftBank Vision Fund 2 and Khosla Ventures, valuing the company at approximately $300 million post-money. Including earlier rounds, total funding has reached $100 million within just seven months of the company’s founding.
Additional backers include Prosus, Lightspeed Venture Partners, Together Fund, and Y Combinator.
Sequoia Just Backed an AI-Native Calendly
A few days ago, I wrote about an AI-native version of Calendly that reached $1M in ARR in just 3 months. I didn’t expect another product in the same space to surface so quickly—this time with Sequoia’s backing.
Unlike the previous product, which targeted a specific vertical, this one is built as a general-purpose solution. It feels much closer to what Calendly would look like if it were designed from scratch in the age of AI.
It’s already showing early network effects: through pure organic adoption, it has onboarded more than 200 enterprise customers, with zero human involvement in operations.
Why Scheduling Is Harder Than It Looks
What makes it interesting is that it isn’t just “Calendly with AI added on.” The team rebuilt the entire scheduling stack around a dedicated intelligent agent system.
