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Momentum

Category: AI Agents

AI-native revenue orchestration and conversational intelligence platform that captures unstructured data from customer interactions and automates GTM workflows Momentum was founded in 2020. The company is led by Santiago "Santi" Suarez Ordoñez. Based in San Francisco, California, United States. Team size: 101-500. Total funding raised: $18M. Latest round: Series A. Key investors include FirstMark Capital, Stage 2 Capital, Basis Set Ventures, Inovia Capital, Leadout Capital, South Park Commons.

Founded
2020
Headquarters
San Francisco, California, United States
Team size
101-500
Total funding
$18M

Value proposition

Captures unstructured data from every customer interaction (calls, emails, Slack), routes insights at speed, and automates execution across revenue systems — reducing admin work by 3-10 hours per rep per week

Products and solutions

AI Revenue Orchestration Platform including: Deal Execution Agent, Customer Retention Agent, Coaching Agent, AI CRO (executive insights), SmartClips (video snippet generation), Deep Research (deal analysis), AI Notetaker, MEDDIC Autopilot, AI Signals & Alerts, IQ Reports, Smart Tags, Executive Briefs

Unique value

Universal ingestion engine that ingests conversational data from third-party video apps (Zoom, Google Meet) and turns static meeting audio into structured intelligence that drives immediate revenue impact, directly feeding into Salesforce and Slack without requiring rep onboarding

Target customer

GTM teams (Sales, RevOps, Customer Success, Enablement) at mid-market and enterprise B2B companies

Industries served

Enterprise B2B SaaS, Technology

Technology advantage

Purpose-built data infrastructure to index enterprise conversational data for the AI era; universal ingestion engine for third-party video channels; AI agents that work alongside GTM teams to autonomously capture insights, update systems, and trigger next steps; deep integrations with Salesforce, Slack, Gong, Clari, Zoom, Google Meet

How they differentiate

Unlike traditional conversation intelligence platforms (Gong, Chorus) that focus primarily on call recording and analysis, Momentum provides AI agents that autonomously execute GTM workflows — updating CRM fields, surfacing churn signals, generating coaching insights, and automating post-call tasks. Its universal ingestion engine captures high-fidelity unstructured data from any video channel and feeds it directly into agentic workflows.

Main competitors

Gong, Clari, Chorus (ZoomInfo)

Key partnerships

Acquired by Salesforce (March 2026), Integrations with Zoom, Google Meet, Gong, Clari, Slack, Salesforce

Notable customers

Zscaler, Ramp, 1Password, Demandbase, Postman, Alation, Socure, Owner.com

Major milestones

Founded 2020, $5M Seed round led by Basis Set Ventures (Nov 2021), $13M Series A led by FirstMark Capital and Stage 2 Capital (July 2024), 400% ARR growth in 2023, Signed definitive agreement to be acquired by Salesforce (Feb 18, 2026), Acquisition closed (March 2, 2026)

Growth metrics

400% ARR growth in 2023; 3-10 hours per rep per week productivity gains for customers; 75% boost in CRM data collection

Market positioning

Emerging leader in the AI-native Customer Intelligence and Observability space, positioned as a revenue orchestration platform that goes beyond conversation intelligence to automate GTM workflows. Competed against established players Gong and Clari by focusing on AI agent-driven automation rather than just analytics.

Geographic focus

Global (US-headquartered with offices in San Francisco, Vancouver, Rosario (Argentina), and Hyderabad (India))

About Santiago "Santi" Suarez Ordoñez

Co-Founder & CTO at Blameless; CTO at Whyline; Director of Engineering at Sauce Labs (first employee); Principal Engineer at MuleSoft; Lead Quality Engineer at NEO; Stanford University Graduate School of Business

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