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Vitally is a technology company.
Vitally provides an AI-powered workspace designed for Customer Success Managers, functioning as a comprehensive platform that integrates customer data, team collaboration, and operational workflows. The product delivers automation, AI-driven insights, and unified tools for managing customer relationships, streamlining tasks, and enhancing performance visibility, enabling customer success teams to operate more efficiently and achieve better customer outcomes.
The company was founded in 2017 by Jamie Davidson, who serves as Co-Founder and CEO. The insight behind Vitally stemmed from the widespread challenge faced by customer success teams, which often grapple with fragmented customer data, leading to reactive strategies, inefficiencies, and difficulty in objectively measuring the impact of their efforts.
Vitally primarily serves leading B2B customer success teams seeking to transform their data into actionable strategies. The company's vision is to empower businesses to deeply understand their customers, proactively mitigate churn, and unlock significant growth by leveraging advanced, AI-driven customer success capabilities, ensuring they remain strategically ahead in dynamic markets.
Vitally has raised $39.1M across 3 funding rounds.
Vitally has raised $39.1M in total across 3 funding rounds.
Vitally has raised $39.1M in total across 3 funding rounds.
Vitally's investors include Next47, 01 Advisors, 11k Ventures, 8VC, Afore Capital, Andreessen Horowitz, Anorak Ventures, Bedrock Capital, Champion Hill Labs, E1 Ventures, Founders Fund, General Catalyst.
Vitally is a B2B SaaS company that builds an all-in-one Customer Success Platform (CSP) designed to unify customer data, automate workflows, and provide AI-driven insights for customer success (CS) teams.[1][2][3] It serves high-growth SaaS companies by solving key challenges like scaling CS productivity, reducing churn, identifying upsell opportunities, and measuring CS impact through features such as 360° customer profiles, dynamic health scores, automated playbooks, and customizable reporting.[1][3][5] With pricing starting at $299 per month and strong user praise for its integrations and visibility into ARR, health scores, and tasks, Vitally demonstrates solid growth momentum, evidenced by a $30M Series B funding round in 2023 (total funding $39M) and positive reviews highlighting its role in 10x-ing team impact.[3][4][7]
Founded in 2017 and headquartered in Brooklyn, New York, Vitally emerged to address gaps in customer success tools for B2B SaaS companies, empowering CS teams with analytics, automation, and project management.[2][4] While specific founders are not detailed in available sources, the company has evolved as a remote-first team across the US and London, emphasizing a culture of collaboration via Zoom, Slack, and annual offsites.[2] Early traction built on unifying disparate customer data sources, leading to pivotal expansions like the 2022 launch of 'Docs' for real-time CS-customer collaboration and the 2023 Series B funding led by Next47, which accelerated platform enhancements for scaled CS operations.[1][4]
Vitally stands out in the crowded CS platform market through these key strengths:
These features deliver exceptional results, with users noting clear visibility into ARR, key dates, and progress filtering by revenue or data gaps.[3][7]
Vitally rides the CSM platform wave in B2B SaaS, where maturing markets demand proactive retention amid rising churn pressures and economic scrutiny on customer lifetime value.[1][3] Its timing aligns with the shift toward data-driven CS—fueled by AI insights and automation—as SaaS companies scale beyond manual processes, leveraging market forces like expanded tech stacks (e.g., HubSpot integrations) and the need for revenue-protecting metrics.[4][5] By enabling teams to measure CS ROI through health scores and workflows, Vitally influences the ecosystem, helping startups and enterprises like those in its 94-employee operation reduce churn and drive expansions, while fostering a remote-first model that mirrors broader tech trends.[2][4][7]
Vitally is poised to expand its CSP dominance by deepening AI-driven predictions, enhancing collaboration tools like Docs, and targeting larger enterprises amid sustained SaaS growth.[1][4] Trends like multi-channel data unification and automated revenue management will shape its path, potentially amplifying influence as CS becomes a board-level priority. With $39M funded and proven traction, expect further innovations in real-time analytics to solidify its role in turning customer data into scalable success—echoing its core mission to evolve businesses through customer outcomes.[2][4]
Vitally has raised $39.1M across 3 funding rounds. Most recently, it raised $30.0M Series B in February 2023.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Feb 1, 2023 | $30.0M Series B | Next47 | 01 Advisors, 11k Ventures, 8VC, Afore Capital, Andreessen Horowitz, Anorak Ventures, Bedrock Capital, Champion Hill Labs, E1 Ventures, Founders Fund, General Catalyst, LGF, Marlinspike, Outliers Fund, Rabben Hood Ventures, XYZ Venture Capital, Fanny Surjana, Mattia Astori, Mircea Pasoi, Richard Cooperstein, Stephen Romanoff, Thomas Tull, William Miller, Andreessen Horowitz, Brandon Greer, NewView Capital |
| Jun 1, 2021 | $9.0M Series A | David Ulevitch | 01 Advisors, 11k Ventures, 8VC, Afore Capital, Andreessen Horowitz, Anorak Ventures, Bedrock Capital, Champion Hill Labs, E1 Ventures, Founder Collective, Founders Fund, General Catalyst, LGF, Marlinspike, Jeff Richards, Outliers Fund, Rabben Hood Ventures, XYZ Venture Capital, Fanny Surjana, Mattia Astori, Mircea Pasoi, Richard Cooperstein, Stephen Romanoff, Thomas Tull, William Miller |
| Jul 1, 2017 | $120K Seed | 2048 Ventures, Liza Landsman, Picus Capital |