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HOME/THEMES/AI-NATIVE MARKETING INTELLIGENCE
// THEME

AI-Native Marketing Intelligence

AI-first platforms that automate and optimize marketing strategy, campaign execution, and go-to-market motions for enterprises.

COMPANIES 88VELOCITY — STABLECAPITAL 28D $25897.0M · 28 DEALS
TOP INVESTORS: google (13) · meta (8) · nvidia (7) · index ventures (5) · lightspeed (4)

CAPITAL FIGURES ARE MEDIA-EXTRACTED ESTIMATES, NOT VERIFIED FILINGS.

Strategic mega-rounds dominate; seed capital trails far behind
◀ $23.6B · wk of 04-272026-04-27 ── 2026-07-13 · WEEKLY
Strategic and Series D+ swallow 87% of deployed capital
unknown
$27.7B · 15 DEALS
series a
$3.0B · 14 DEALS
seed
$4.3B · 11 DEALS
series d plus
$4.3B · 6 DEALS
series c
$1.3B · 5 DEALS
Mention momentum
MENTIONS / WEEK · PEAK 118

EXTRACTED FROM 25+ PODCASTS & VC NEWSLETTERS · MEDIA-REPORTED FIGURES, NOT VERIFIED FILINGS

// THE LEAD
▲ STRENGTHENING

AI GTM agents become core revenue infrastructure, not experiments

The shift from AI-assisted to AI-autonomous go-to-market execution is accelerating, with platforms like Sprouts.ai deploying fully autonomous sales agents for B2B enterprises and Airspeed building an agent-native GTM execution layer. Klaviyo, at $1.4B ARR, is explicitly using AI agents to make every user a domain expert — signaling that incumbent marketing platforms are embedding agentic layers as table stakes. Mutiny's no-code personalization used by Notion, Snowflake, and Brex further underscores that AI-native GTM is no longer a pilot project but a boardroom priority. The $20B+ in strategic-round capital deployed across the theme in 90 days confirms enterprise buyers are committing budget at infrastructure scale.

CORROBORATED · 2 SOURCE TYPESStrictlyVC · Jul 15product_hunt_marketing · Jul 13product_hunt_analytics · Jul 9Stratechery · Jul 7
// TRENDS
▲ STRENGTHENINGGenerative Engine Optimization displaces traditional SEO as marketing moat

A new category of Answer Engine Optimization (AEO) tooling is emerging rapidly, with Scribble Network (293 Product Hunt votes) auditing brand visibility across AI engines and amplifying through a creator network, while Profound, Peec AI, and Japanly AEO all target AI citation share as the new organic traffic metric. Google's reported 15–20 point traffic share gain from Gemini alone is structurally redirecting search intent away from blue-link results, making AI citation share the critical KPI for enterprise marketers. First Page Sage's 36,000-query ChatGPT citation study and NP Digital's 200-company AI Overviews analysis are the research layer validating the shift.

Why it matters · Brands that fail to optimize for AI-generated responses risk invisible decay in organic pipeline; AEO platforms with proprietary citation-tracking data have a durable wedge against legacy SEO tools like Ahrefs and Semrush.

▲ STRENGTHENINGAI-native ad optimization platforms challenge legacy media buying

Creatify's AI Media Buyer — which automates campaign management across Meta, Google, AppLovin, and TikTok while learning from historical account data — topped Product Hunt's marketing category with 281 votes, reflecting genuine practitioner demand. Sami and Ploy.ai are building complementary rule-based and agentic budget optimization layers across the same ad platforms. AppLovin's Axon AI engine, already serving 1.4B daily active users, sets the performance benchmark these challengers must beat. Meta's strategic framing of AI making 'every pixel monetizable' as the largest inventory expansion ever provides the macro tailwind.

Why it matters · The consolidation of creative generation, media buying, and performance analytics into a single AI loop threatens the margin structure of traditional media agencies and point-solution ad tech vendors.

CORROBORATED · 3 SOURCE TYPESproduct_hunt_marketing · Jul 13Stratechery · Jul 7Axios AI+ · Jul 6The a16z Show · Jul 14
▲ STRENGTHENINGCapital concentrating in large strategic rounds, not early stage

The stage-mix data shows $20B in strategic rounds and $4.3B in Series D+ versus only $2.3B at seed across 90 days, with a single week in late April printing $23.6B. The $2.7B Google/XTX Ventures round (signal [23]) and the $150M Hightouch Series D exemplify the barbell: massive late-stage bets on infrastructure and data activation alongside seed experiments. Early-stage deal count (10 seed rounds) lags far behind the capital-weighted story, suggesting institutional LPs are deploying into proven revenue layers rather than greenfield AI marketing bets.

Why it matters · Seed-stage AI marketing founders face a bifurcated fundraising environment where strategic validators like Google and Meta are pulling capital toward incumbent-adjacent platforms, compressing valuations for pure-play early-stage entrants.

PitchBook News · Jul 8StrictlyVC · Jul 9Axios Pro Rata · Jul 8StrictlyVC · Jul 15
▲ STRENGTHENINGBrand intelligence and identity APIs enable AI-native creative at scale

Brandfetch's Brand Context API — delivering structured voice, mission, and audience data in a single call so AI systems generate on-brand outputs from the first prompt — and Branda's AI brand identity generator represent an emerging infrastructure layer beneath the campaign execution stack. Ideogram's open-weight text-to-image models with multilingual text rendering give developers the visual generation primitive to complete the creative pipeline. Shown Media's 20-agent automated production system demonstrates that end-to-end AI creative is already operational at agency scale.

Why it matters · As brand context becomes API-addressable, the cost of producing on-brand creative at scale collapses, threatening traditional creative agencies while opening a new data-moat opportunity for platforms that own canonical brand identity records.

// COMPANIES
88 COMPANIES
01
Google
google.com
$2.0B · SEED · GOOGLE + NVIDIA · JUL 16
249 SIGNALS · LAST SEEN JUL 18, 2026
02
Vendelux
$50M · SERIES B · JUL 16
3 SIGNALS · LAST SEEN JUL 16, 2026
03
Velocity
$38M · SERIES A · CAPITAL ONE VENTURES + QED INVESTORS · JUL 15
4 SIGNALS · LAST SEEN JUL 15, 2026
04
Meta
meta.com
$14.0B · JUL 6
234 SIGNALS · LAST SEEN JUL 17, 2026
05
Fomo
fomo.app
GROWTH · 20VC + USV · JUL 6
9 SIGNALS · LAST SEEN JUL 6, 2026
06
AppsFlyer
appsflyer.com
$1.0B · SERIES E · JUL 2
5 SIGNALS · LAST SEEN JUL 2, 2026
07
Pie
SERIES A · LIGHTSPEED · JUL 1
1 SIGNAL · LAST SEEN JUL 1, 2026
08
ByteDance
bytedance.com
SERIES C · IDG + HONGSHAN · JUN 30
23 SIGNALS · LAST SEEN JUL 15, 2026
09
Upscale AI
upscale.ai
$190M · SERIES A · NVIDIA + TEMASEK · JUN 30
8 SIGNALS · LAST SEEN JUN 30, 2026
10
Gradial
$65M · SERIES C · JUN 25
3 SIGNALS · LAST SEEN JUN 25, 2026
11
Attention
$30M · SERIES B · RTP GLOBAL · JUN 24
1 SIGNAL · LAST SEEN JUN 24, 2026
12
Harvey
harvey.ai
$200M · SERIES C · SEQUOIA CAPITAL + GIC · JUN 18
48 SIGNALS · LAST SEEN JUL 17, 2026
13
Minerva
$20M · SERIES A · JUN 15
1 SIGNAL · LAST SEEN JUN 15, 2026
14
Airspeed
$20M · SERIES A · DN CAPITAL · JUN 8
2 SIGNALS · LAST SEEN JUN 8, 2026
15
Liftoff Mobile
liftoff.io
IPO · JUN 2
6 SIGNALS · LAST SEEN JUL 3, 2026
16
Profound
profound.com
SERIES_C · LIGHTSPEED VENTURE PARTNERS · JUN 1
4 SIGNALS · LAST SEEN JUN 18, 2026
17
Glimpse
glimpse.ai
$10M · SERIES_A · 8VC · JUN 1
2 SIGNALS · LAST SEEN JUL 9, 2026
18
Pylon
usepylon.com
SEED · GENERAL CATALYST · JUN 1
3 SIGNALS · LAST SEEN APR 24, 2026
19
Spiral
SERIES A · GENERAL CATALYST · MAY 31
2 SIGNALS · LAST SEEN JUN 29, 2026
20
Nectar Social
$30M · SERIES A · MENLO VENTURES + TRUE VENTURES · MAY 31
1 SIGNAL · LAST SEEN MAY 31, 2026
21
1mind
$30M · SERIES A · BATTERY VENTURES + FELICIS VENTURES · MAY 31
1 SIGNAL · LAST SEEN MAY 31, 2026
22
Netic AI
netic.ai
SEED · GREYLOCK PARTNERS · MAY 31
1 SIGNAL · LAST SEEN JUN 2, 2026
23
Flint
flint.ai
SEED · ACCEL · MAY 31
1 SIGNAL · LAST SEEN MAY 31, 2026
24
Sprouts.ai
sprouts.ai
$9M · PRE_SEED · ACCEL + TRUE GLOBAL VENTURES · MAY 31
1 SIGNAL · LAST SEEN MAY 31, 2026
25
Hilbert
hilbert.ai
SERIES_A · ANDREESSEN HOROWITZ · MAY 31
1 SIGNAL · LAST SEEN JUN 18, 2026
26
Peec AI
peec.ai
$21M · SERIES_A · LIGHTSPEED VENTURE PARTNERS + SEEDCAMP · MAY 31
2 SIGNALS · LAST SEEN JUN 18, 2026
27
Daydream
daydream.ai
$15M · SERIES_A · WNDRCO + FIRST ROUND CAPITAL · MAY 31
2 SIGNALS · LAST SEEN MAY 28, 2026
28
Momentum
$78M · SERIES C · INDEX VENTURES + ANDREESSEN HOROWITZ · MAY 22
3 SIGNALS · LAST SEEN MAY 22, 2026
29
Searchable
searchable.com
$14M · SEED/EARLY · HEADLINE · MAY 19
2 SIGNALS · LAST SEEN MAY 19, 2026
30
Hightouch
hightouch.com
$150M · SERIES D · MAY 3
3 SIGNALS · LAST SEEN MAY 3, 2026
31
Marketo
marketo.com
3 SIGNALS · LAST SEEN JUL 16, 2026
32
HubSpot
hubspot.com
18 SIGNALS · LAST SEEN JUL 15, 2026
33
Gong
gong.io
1 SIGNAL · LAST SEEN JUL 14, 2026
34
Creatify
creatify.ai
1 SIGNAL · LAST SEEN JUL 13, 2026
35
StoryChief
storychief.io
1 SIGNAL · LAST SEEN JUL 10, 2026
36
Outloud
outloud.ai
1 SIGNAL · LAST SEEN JUL 9, 2026
37
TikTok
tiktok.com
8 SIGNALS · LAST SEEN JUL 8, 2026
38
Refinery Media
4 SIGNALS · LAST SEEN JUL 7, 2026
39
Scribble Network
scribble.network
1 SIGNAL · LAST SEEN JUL 7, 2026
40
AI Emaily
1 SIGNAL · LAST SEEN JUL 7, 2026
41
MentionDrop
1 SIGNAL · LAST SEEN JUL 5, 2026
42
Loops
loops.so
1 SIGNAL · LAST SEEN JUL 3, 2026
43
Clay
clay.com
21 SIGNALS · LAST SEEN JUL 2, 2026
44
Attio
attio.com
9 SIGNALS · LAST SEEN JUL 2, 2026
45
Monday.com
monday.com
4 SIGNALS · LAST SEEN JUL 1, 2026
46
Spear
1 SIGNAL · LAST SEEN JUL 1, 2026
47
Haven Lifestyles
3 SIGNALS · LAST SEEN JUN 30, 2026
48
Sami
sami.com
1 SIGNAL · LAST SEEN JUN 29, 2026
49
Walmart
walmart.com
6 SIGNALS · LAST SEEN JUN 29, 2026
50
Graphite
2 SIGNALS · LAST SEEN JUN 25, 2026
51
AppLovin
applovin.com
6 SIGNALS · LAST SEEN JUN 23, 2026
52
Phoebe
6 SIGNALS · LAST SEEN JUN 19, 2026
53
Blazly
blazly.io
1 SIGNAL · LAST SEEN JUN 19, 2026
54
Ploy.ai
3 SIGNALS · LAST SEEN JUN 19, 2026
55
Japanly AEO
1 SIGNAL · LAST SEEN JUN 18, 2026
56
Honestly
1 SIGNAL · LAST SEEN JUN 18, 2026
57
Ahrefs
ahrefs.com
2 SIGNALS · LAST SEEN JUN 18, 2026
58
Parano.ai
parano.ai
1 SIGNAL · LAST SEEN JUN 17, 2026
59
Mailchimp
1 SIGNAL · LAST SEEN JUN 17, 2026
60
AudienceCue
1 SIGNAL · LAST SEEN JUN 17, 2026
61
Fox Corp.
foxcorporation.com
5 SIGNALS · LAST SEEN JUN 16, 2026
62
Ideogram
ideogram.ai
10 SIGNALS · LAST SEEN JUN 15, 2026
63
Alfa
alfa.ai
1 SIGNAL · LAST SEEN JUN 7, 2026
64
Klaviyo
klaviyo.com
2 SIGNALS · LAST SEEN JUN 4, 2026
65
Curata
1 SIGNAL · LAST SEEN JUN 4, 2026
66
Elentaria
1 SIGNAL · LAST SEEN JUN 3, 2026
67
ZoomInfo
zoominfo.com
0 SIGNALS · LAST SEEN JUN 3, 2026
68
Zeely AI
2 SIGNALS · LAST SEEN JUN 3, 2026
69
Brandfetch
brandfetch.com
1 SIGNAL · LAST SEEN JUN 3, 2026
70
Branda
1 SIGNAL · LAST SEEN JUN 2, 2026
71
Listen Labs
listenlabs.ai
13 SIGNALS · LAST SEEN JUN 2, 2026
72
SocialEcho
1 SIGNAL · LAST SEEN JUN 1, 2026
73
Depict.ai
depict.ai
0 SIGNALS · LAST SEEN MAY 29, 2026
74
Optimizely
optimizely.com
0 SIGNALS · LAST SEEN MAY 27, 2026
75
VaynerX
vaynerx.com
3 SIGNALS · LAST SEEN MAY 19, 2026
76
Publicis Groupe
publicisgroupe.com
2 SIGNALS · LAST SEEN MAY 19, 2026
77
Instantly
instantly.ai
1 SIGNAL · LAST SEEN MAY 1, 2026
78
Lemlist
lemlist.com
1 SIGNAL · LAST SEEN MAY 1, 2026
79
Unwrap.ai
unwrap.ai
2 SIGNALS · LAST SEEN APR 30, 2026
80
First Page Sage
firstpagesage.com
1 SIGNAL · LAST SEEN APR 27, 2026
81
NP Digital
npdigital.com
1 SIGNAL · LAST SEEN APR 27, 2026
82
Similarweb
similarweb.com
1 SIGNAL · LAST SEEN APR 27, 2026
83
Fullpath
fullpath.com
2 SIGNALS · LAST SEEN APR 27, 2026
84
Semrush
semrush.com
1 SIGNAL · LAST SEEN APR 27, 2026
85
MeetExperience
0 SIGNALS · LAST SEEN APR 26, 2026
86
MeetSocial
meetsocial.com
2 SIGNALS · LAST SEEN APR 26, 2026
87
Mutiny
mutinyhq.com
1 SIGNAL · LAST SEEN APR 24, 2026
88
Shown Media
6 SIGNALS · LAST SEEN APR 20, 2026