Clay's $115M Series D puts a $7.1B price tag on AI sales agents
Wellington-led round doubles the go-to-market platform's valuation in 13 months and hardens the case that prospect-research agents are now core revenue infrastructure.
Clay closed a $115 million Series D on September 9 at a $7.1 billion valuation, roughly doubling the go-to-market platform’s price tag from the $3.1 billion CapitalG-led Series C just 13 months earlier. Wellington Management led the round, with Sequoia, Andreessen Horowitz, CapitalG, DST, Meritech, and StepStone all participating.
The multiple is the story. Pomegra puts ARR above $50 million, implying a revenue multiple north of 140x. SiliconAngle, citing the New York Times, reports Clay is on track for $200 million in annualized revenue by quarter-end. Either way, Wellington is underwriting a category, not a spreadsheet.
That category now has a name investors accept: agents that do go-to-market work end to end. Clay enriches lead records from more than 200 external data sources through its Waterfall feature, scores prospects, drafts outreach, and lets operators assemble multi-step agents that mix and match those steps. The customer roster (Anthropic, Google, OpenAI, Stripe, ElevenLabs, Workday, Siemens, and 80% of the Forbes AI 50) reads like the buy-side of the AI economy paying the sell-side of it.
“Now we’re building agents that can help grow your company for you,” said Kareem Amin, Clay’s co-founder and CEO. It’s a tidy line, and also the pitch to the 17,000 customers already on the platform: the SDR function itself is being repriced.
The competitive geometry for small B2B teams is getting uncomfortable. Salesforce and Anthropic’s 37-skill Claudeforce agent is embedded where the enterprise already lives. Clay is where the AI-native companies build their pipelines. And McKinsey’s 2026 State of AI found small businesses stalled at 22% agent adoption, which is the gap this funding round is designed to close.
Clay is putting $1 million into a scholarship fund for what it calls “GTM engineers” and hosting its Sculpt user conference in San Francisco on October 8. Both are legibility plays: naming the job before anyone else does.
Sources
- https://www.businesswire.com/news/home/20260909828345/en/Clay-Raises-$115M-to-be-the-AI-Growth-Engine-for-Every-Company
- https://siliconangle.com/2026/09/09/sales-automation-startup-clay-boosts-valuation-to-7-1b-in-115m-funding-round/
- https://techfundingnews.com/clay-hits-7-1b-valuation-with-115m-raise-as-it-sees-ai-agents-running-future-of-sales/
- https://theaiinsider.tech/2026/09/10/clay-raises-115m-to-be-the-ai-growth-engine-for-every-company/
- https://pomegra.io/startups/clay-s-7-1b-valuation-more-than-doubles-in-13-months-2026-09-11