Companies · AI / ML

crmCopilotWinter 2024Inactive

San Francisco · CA, USA · AI / ML · founded 2024 · https://www.crmcopilot.co?utm_source=yc

Diligence memoA one-page analyst read on crmCopilot — recommendation, valuation, rhythm, risks.
Total raised · real
0
Rounds
Latest step-up
Top 39%
Sector rank · raised
Latest stage · inferred

crmCopilot: limited disclosed financing to assess.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Where it sits in AI / ML

crmCopilot is one of 2067 AI / ML companies tracked from San Francisco, CA, USA, on record since 2024. By capital raised it ranks mid-pack (ahead of 62% of sector peers), and mid-pack by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%

operates a technology-led product inferred from public copy

Grounded in: “You are a venture analyst

Give Salesforce the AI upgrade it deserves

crmCopilot – Stop with the grunt work. Spend more time with customers. Are you juggling multiple accounts and conversations? Are you worried about missing follow-ups or letting opportunities fall through the cracks? Are you spending hours every week updating your CRM… but still struggle with duplicates, stale data, and unreliable reports? Does just thinking about Salesforce give you anxiety? Worry no more. crmCopilot is an AI assistant purpose-built to support front-office teams by taking care of tedious tasks and delivering proactive insights: -- Automated CRM Updates: crmCopilot intelligently detects when your CRM needs attention, drafting precise and timely updates that you can approve with a single click - transforming hours of manual data entry into mere seconds. -- Task Management: crmCopilot proactively identifies your next steps, important follow-ups, and critical tasks. It continuously tracks deadlines and action items, ensuring nothing is forgotten or overlooked. -- Global Search: Quickly find crucial information across all your emails, CRM data, calendar events, call recordings, documents, and notes, all from a single, intuitive search interface. No more time wasted hunting down important details. crmCopilot customers close more deals and build stronger relationships. You’ll spend more time with customers, never miss a task or opportunity, and walk into every meeting fully prepared with every customer interaction at your fingertips. Give Salesforce the AI upgrade it deserves. Try crmCopilot today.

AIAutomationSalesSales Enablementai/ml
Find crmCopilot online

As reported in public records reported — not modeled.

US
Jurisdiction
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

No round amounts on record to chart.

Financing ladder & sequence gaps

No staged rounds to sequence.

Modeled valuation trajectory
Base estimate est.
Conservative case
Upside case
Modeled post-money

Round size and date are reported; the stage label is inferred from round size. Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Financing rhythm
Avg between rounds
Capital velocity
On record since
First round
0
Rounds on file
How it compares to the market

Benchmarked against 2067 companies in AI / ML. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages)
This company
Sector median$4.7M
Modeled value — vs sector median (estimate, all stages)
This company
Sector median$27.9M

Raised more than 62% of sector peers (real $). Modeled value above 62% of peers (estimate).

Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
No rounds recorded.
Intelligence
Modeled next raise
Modeled next size est.
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Registry & provenance

crmCopilot is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
AccordAI / MLsame sector
AcelyAI / MLsame sector
AedilicAI / MLsame sector
AemonAI / MLsame sector
Affogato AIAI / MLsame sector
AftercareAI / MLsame sector
Agentic LabsAI / MLsame sector
Ai AibaAI / MLsame sector
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Salesforce Com Inc
Salesforce is the #1 Agentic AI CRM, helping companies become Agentic Enterprises where humans and agents drive success together through a unified AI, data, and Customer 360 platform.
AI / MLGrowth/Late$28.3B81%
Paragon AI
Turns your sales calls into CRM data, automatically.
AI / ML81%
DryMerge
AI that updates your CRM for you
AI / ML77%
Fabius
AI to improve Sales Calls
AI / ML77%
PromptLoop
AI agents to build B2B datasets
AI / ML77%
Dench.com
Open Source AI CRM built on top of OpenClaw
HR / Worktech77%
Kestral
We automate your entire product development lifecycle.
AI / ML77%
PropRise
The AI platform for CRE investment teams
Insurance76%
Frequently asked
What does crmCopilot do and where is it based?
crmCopilot operates in the AI / ML sector, based in San Francisco, CA, USA. Give Salesforce the AI upgrade it deserves
Explore related

See where crmCopilot sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

Is this your company?

If you work at crmCopilot, claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.

Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.