Momentum

San Francisco, United States Founded: 2020 • Age: 6 yrs Acquired By Salesforce
Momentum is recognized as an AI Revenue Orchestration Platform.

About Momentum

Momentum is a company based in San Francisco (United States) founded in 2020 by Moiz Virani was acquired by Salesforce in February 2026. It operates as a SaaS (Software-as-a-Service), and AI-as-a-Service. Momentum has raised $18 million across 2 funding rounds from investors including Salesforce, FirstMark and Stage 2 Capital. Momentum offers products and services including Deal Execution Agent, Customer Retention Agent, Coaching Agent, and AI CRO Agent. Momentum operates in a competitive market with competitors including Box, Observe.AI, Chorus.ai, Pipefy and Zapier, among others.

  • Headquarter San Francisco, United States
  • Founders Moiz Virani
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Artificial Intelligence & Machine Learning
Technology → Enterprise Software & Productivity Solutions
Technology → Enterprise Software & Productivity Solutions
Technology → Enterprise Software & Productivity Solutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $18 M (USD)

    in 2 rounds

  • Latest Funding Round
    $13 M (USD), Series A

    Jul 23, 2024

  • Investors
    Salesforce

    & 10 more

  • Employee Count
    Employee Count
  • Acquired by
    Salesforce

    (Feb 18, 2026)

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Products & Services of Momentum

Momentum offers a comprehensive portfolio of products and services, including Deal Execution Agent, Customer Retention Agent, Coaching Agent, and AI CRO Agent. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Automated updates to Salesforce fields are provided efficiently.

Churn risks are detected and addressed proactively here.

Sales team coaching is automated for better performance.

Executive insights are delivered for informed pipeline decisions.

People of Momentum
Headcount 10-50
Employee Profiles 41
Employee Profiles
People
Santiago Suarez Ordoñez
Co-Founder & CEO
People
Ashley Wilson
Co-founder, COO
People
Cecilia Greco
Sales
People
Chandan Kumar
VP Of Engineering

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Funding Insights of Momentum

Momentum has successfully raised a total of $18M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $13 million completed in July 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 2
  • Last Round Series A — $13.0M
  • First Round

    (10 Nov 2021)

  • Investors Count 10
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2024 Amount Series A - Momentum Valuation FirstMark
Nov, 2021 Amount Seed - Momentum Valuation Basis Set Ventures
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Momentum

Momentum has secured backing from 11 investors, including venture fund, angel, and institutional investors. Prominent investors backing the company include Salesforce, FirstMark and Stage 2 Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Early-stage venture capital is invested in tech startups across sectors.
Founded Year Domain Location
Venture capital funding is offered to B2B software companies.
Founded Year Domain Location
Early-stage technology investments are managed by Basis Set Ventures.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Momentum

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Momentum

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Momentum Comparisons

Employees
+
Add Comparison
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Competitors of Momentum

Momentum operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Box, Observe.AI, Chorus.ai, Pipefy and Zapier, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
AI-based platform for secure collaboration and content management is utilized.
domain founded_year HQ Location
AI-powered conversation intelligence and automation are provided for contact centers.
domain founded_year HQ Location
Conversational intelligence platform for sales
domain founded_year HQ Location
SaaS-based workflow and task management solution provider
domain founded_year HQ Location
No-code automation and AI tools are provided for workflow integration.
domain founded_year HQ Location
Cloud-based workflow automation is provided for enterprise productivity.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Momentum

Frequently Asked Questions about Momentum

When was Momentum founded?

Momentum was founded in 2020 and raised its 1st funding round 1 year after it was founded.

Where is Momentum located?

Momentum is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Is Momentum a funded company?

Momentum is a funded company, having raised a total of $18M across 2 funding rounds to date. The company's 1st funding round was a Seed of $5M, raised on Nov 10, 2021.

What does Momentum do?

Momentum is established as an AI Revenue Orchestration Platform that captures structured data from customer interactions. Insights are routed swiftly, and execution across revenue systems is automated. Solutions are provided for sales, customer success, and leadership teams. Integration with tools like Salesforce and Slack is supported to streamline processes. Focus is placed on reducing manual effort in CRM updates and enhancing decision-making through AI-driven insights. Sectors served include technology and enterprise software with an emphasis on revenue optimization.

Who are the top competitors of Momentum?

Momentum's top competitors include Box, Chorus.ai and Observe.AI.

What products or services does Momentum offer?

Momentum offers Deal Execution Agent, Customer Retention Agent, Coaching Agent, and AI CRO Agent.

Who are Momentum's investors?

Momentum has 11 investors. Key investors include Salesforce, FirstMark, Stage 2 Capital, Basis Set Ventures, and Leadout Capital.

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