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§ Private Profile · San Francisco, CA, USA
Windfall is a technology company.
Windfall operates as a people intelligence and AI company, providing go-to-market teams with actionable data solutions. The company's platform enriches customer data with critical insights through applications, wealth screening, and predictive AI, including propensity modeling. It focuses on delivering accurate and timely understanding of individuals to improve targeting and engagement strategies.
The company was established in 2016 by its founders, who brought extensive experience in data product development. Their insight stemmed from recognizing the widespread inaccuracies in traditional consumer and people data, which often relied on outdated or misleading sources. This realization drove them to create a solution that democratizes access to precise data and integrates AI from its inception.
Windfall’s product serves a diverse customer base, including marketing, sales, analytics, and development teams across various sectors such as retail, financial services, education, and non-profit organizations. Its core mission is to transform how organizations perceive and utilize people data. The long-term vision aims to democratize access, workflows, and actionable insights on individuals, empowering businesses to make more informed decisions.
Windfall has raised $104.0M across 4 funding rounds.
Windfall has raised $104.0M in total across 4 funding rounds.
Windfall is a San Francisco-based people intelligence and AI company founded in 2016 that provides actionable data insights to go-to-market teams, enabling them to identify, understand, engage, and measure high-value prospects and customers.[1][2][3][4] Its SaaS platform offers customer data enrichment, wealth screening, career intelligence, machine learning-driven propensity modeling, predictive modeling, and generative AI for audience activation, serving over 1,500 data-driven organizations in sectors like retail, financial services, education, healthcare, and nonprofits to prioritize resources and boost revenue outcomes.[1][2][3][4] The company demonstrates strong growth momentum, including a funding round led by Morgan Stanley Expansion Capital to fuel product development and sales expansion, while powering workflows for sales, marketing, and account management teams.[1]
Windfall was founded in 2016 in San Francisco, California, with CEO Arup Banerjee and COO Dan Stevens at the helm, focusing on leveraging people data for business intelligence.[1][3] The company's emergence aligns with the rising demand for AI-powered insights in go-to-market strategies, starting with automated enrichment services and evolving to include predictive modeling and GenAI solutions across verticals like financial services.[1] Early traction came from its mission to democratize access to people data, building a customer base now exceeding 1,500 organizations through a customer-first approach emphasizing communication, transparency, integrity, and trust.[2][3]
Windfall rides the wave of AI-driven go-to-market optimization, capitalizing on the explosion of people data in CRMs amid privacy regulations and fragmented datasets, which makes democratized, compliant intelligence critical for revenue teams.[2][3][4] Its timing is ideal in a post-2020 era of generative AI adoption, where go-to-market leaders seek tools to personalize at scale amid economic pressures favoring efficient customer acquisition.[1][4] Market forces like rising AI investments and B2B revenue operations platforms (e.g., competitors like Punchcard) amplify its position, as Windfall influences the ecosystem by enabling data activation across channels, helping organizations double down on winning segments and measure ROI in real-time.[1][4]
Windfall is poised for accelerated expansion through GenAI enhancements and vertical-specific solutions, potentially capturing more market share as AI matures in sales workflows and economic recovery boosts go-to-market spending.[1][4] Trends like multimodal AI for deeper personalization and stricter data privacy will shape its path, rewarding its focus on accurate, actionable intelligence over raw data volume. Its influence could evolve from enrichment provider to full revenue orchestration platform, solidifying its role in empowering data-driven teams to convert prospects efficiently—just as it started by unlocking hidden value in existing datasets.[2][3]
Windfall has raised $104.0M across 4 funding rounds. Most recently, it raised $65.0M Series B in May 2025.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| May 5, 2025 | $65M Series B | Steve CAO | — | Announced |
| Mar 31, 2021 | $21M Series A | David Lamond | Bonfire Ventures, Bullpen Capital, Cherubic Ventures, Epiq Capital Group, ValueStream Ventures | Announced |
| Aug 24, 2019 | $9M Venture Round | Paul Martino | Bonfire Ventures, Industry Ventures, TenOneTen Ventures, ValueStream Ventures | Announced |
| Aug 1, 2019 | $9M Series U | Bullpen Capital | Amplify.LA, Andreessen Horowitz, AV8 Ventures, BAM Ventures, B Capital Group, Bonfire Ventures, Eniac Ventures, Fika Ventures, FundersClub, Greycroft, Inovia Capital, Kohala Ventures, KW Angel Fund, Aaron Jacobson, Pitbull Ventures, Rebel Fund, S28 Capital, SoftBank Investment Advisers, Soma Capital, Techstars, Y Combinator, Zintinus, Ashish Bhatia, Clark Landry, DAN Wright, Gokul Rajaram, JON Runyan, Ryan Chan, Trevor Wright, Industry Ventures, TenOneTen Ventures, ValueStream Ventures | Announced |
Windfall has raised $104.0M in total across 4 funding rounds.
Windfall's investors include Steve Cao, David Lamond, Bonfire Ventures, Bullpen Capital, Cherubic Ventures, EPIQ Capital Group, ValueStream Ventures, Paul Martino, Industry Ventures, TenOneTen Ventures, Amplify.LA, Andreessen Horowitz.