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SetSail develops an AI-powered platform designed to enhance sales performance through intelligent behavior management. The core product leverages machine learning and behavioral science to analyze sales data, identifying crucial buying signals and measuring true deal progress. This technology delivers timely, actionable insights directly to sales professionals, optimizing their strategies and improving overall sales cycle efficiency.
The company was founded in 2018 by Haggai Levi, Majed Itani, and Bert Lui. Their founding insight centered on the untapped potential of combining advanced data analytics with an understanding of human behavior to revolutionize sales productivity. The founders sought to move beyond traditional sales metrics, focusing instead on the underlying activities and behaviors that genuinely lead to successful conversions.
The platform serves sales representatives and revenue teams, providing them with the tools to refine their approach and maximize outcomes. SetSail's long-term vision is to empower every sales professional by transforming complex sales data into clear, prescriptive guidance, ultimately driving increased revenue per sales rep and fostering a more efficient and effective sales ecosystem.
SetSail has raised $37.0M across 3 funding rounds.
SetSail has raised $37.0M in total across 3 funding rounds.
SetSail has raised $37.0M in total across 3 funding rounds.
SetSail's investors include Insight Partners, Team8, Blumberg Capital, Correlation Ventures, Engineering Capital, Industry Ventures, Storm Ventures.
SetSail is an AI-powered analytics platform for revenue teams that transforms sales data into actionable, real-time insights tailored to a company's unique sales processes.[1][2][3] It serves go-to-market teams in sales and revenue operations by automatically collecting customer engagement data, detecting sales progress, generating incentives, and providing recommendations to optimize performance and boost productivity.[1][2][4] The platform solves key challenges like manual reporting and generic analytics by leveraging machine learning for personalized insights, leaderboards, and Slack integrations, helping teams sell smarter—evidenced by user praise for driving activity and motivation.[1][4] Prior to its acquisition by ZoomInfo, SetSail raised $33 million across three funding rounds and generated $7.4 million in revenue, operating from San Mateo, California, with around 74 employees.[2][3]
SetSail was founded in 2018 in San Mateo, California, by a team of sales and SaaS veterans including Bertrand Lui (Co-founder and Chief Product Officer), Alex Alleyne (ex-AWS Specialist Sales Lead), Todd Barnett (ex-CRO at Drift), Maryann Wofford (ex-Salesforce Area VP), Anna Baird (ex-CRO at Outreach), and others from McAfee, Pendo, and Insight Partners.[1][2][3] The idea emerged from their deep expertise in revenue operations and enterprise sales, aiming to address gaps in data-driven sales optimization that traditional tools overlooked.[1] Early traction came from building an AI analyst tuned to specific sales workflows, leading to $33 million in funding and features like Slack-based deal summaries by 2023, before ZoomInfo's acquisition integrated it into a larger go-to-market ecosystem.[1][2]
SetSail stands out in sales analytics through these key strengths:
SetSail rides the wave of AI-driven revenue intelligence, capitalizing on the explosion of sales data from remote selling, CRM proliferation, and GTM complexity post-2020.[1][3] Its timing aligns perfectly with enterprises demanding real-time analytics amid economic pressures for efficient selling, where generic dashboards fall short against ML-tuned platforms.[1][4] Market forces like ZoomInfo's acquisition amplify this, merging SetSail's strengths with vast B2B data to counter competitors in sales engagement (e.g., Outreach, Gong).[1][2] It influences the ecosystem by normalizing AI copilots for reps, fostering smarter GTM strategies and setting benchmarks for data-native sales tools in SaaS and beyond.[1][3]
Post-acquisition, SetSail will likely deepen ZoomInfo's AI capabilities, expanding into broader revenue orchestration with enhanced data troves and global reach.[1][2] Trends like generative AI for sales coaching and multi-channel analytics will propel it, potentially integrating more predictive incentives amid rising quota pressures. Its influence could evolve from niche innovator to core engine in enterprise GTM stacks, empowering revenue teams to outpace rivals in an efficiency-first era—cementing its role as the smart analytics backbone for sales transformation.[1][3][4]
SetSail has raised $37.0M across 3 funding rounds. Most recently, it raised $26.0M Series A in January 2021.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Jan 1, 2021 | $26.0M Series A | Insight Partners | |
| Mar 1, 2020 | $7.0M Seed | Team8 | |
| Feb 1, 2018 | $4.0M Seed | Blumberg Capital, Correlation Ventures, Engineering Capital, Industry Ventures, Storm Ventures |