Side-by-side comparison of AI visibility scores, market position, and capabilities
GTM data enrichment platform hit $100M ARR in 2 years; raised $100M Series C at $3.1B valuation led by CapitalG; 10K+ customers incl OpenAI, Anthropic
Clay is a GTM data enrichment and outbound automation platform founded in 2021, built on the thesis that go-to-market teams should be able to build sophisticated data workflows without engineering support. The platform acts as a spreadsheet-like interface that connects to 100+ data providers simultaneously — including LinkedIn, Clearbit, Hunter, and custom APIs — allowing sales and growth teams to enrich leads, score accounts, and automate personalized outreach at scale. Clay's core technology is its waterfall enrichment engine, which queries multiple data sources in sequence to maximize coverage and data freshness for any given record.\n\nClay's product is used by growth engineers, demand generation teams, and RevOps professionals at companies ranging from early-stage startups to enterprise accounts. Users build enrichment tables, run AI-generated personalization at scale using built-in Claude and GPT integrations, and push outputs directly into CRMs like Salesforce and HubSpot or sequencing tools like Outreach. Customers include OpenAI, Anthropic, Notion, and hundreds of high-growth B2B companies that have replaced fragmented data stacks with Clay's unified enrichment layer.\n\nClay reached $100M ARR in roughly two years, a milestone that tracks with explosive word-of-mouth adoption in the GTM engineering community. The company raised a $100M Series C at a $3.1B valuation led by CapitalG (Google's independent growth fund) in 2024, with 10,000+ paying customers. Clay has become the default infrastructure layer for modern outbound sales teams and is widely credited with defining the "GTM engineer" job category.
CrowdStrike (CRWD) reported $3.95B ARR in FY2025 (ended Jan). Revenue $3.74B, up 29% YoY. Market cap ~$85B. 8,600+ employees. Austin, TX. AI-native cybersecurity platform. Charlotte AI for threat detection.
CrowdStrike is an AI-native cybersecurity company founded in 2011 by George Kurtz, Dmitri Alperovitch, and Gregg Marston and headquartered in Austin, Texas, that built the endpoint detection and response (EDR) category and has since expanded into the broadest cloud-native cybersecurity platform in the industry. The company was founded on the insight that traditional antivirus software — signature-based, retrospective, and endpoint-isolated — could not keep pace with sophisticated adversaries operating at machine speed. CrowdStrike's founding architecture, the Falcon platform, was designed cloud-native from day one: a single lightweight agent on the endpoint feeding a cloud-based AI that learns from trillions of security events across every customer simultaneously. The company trades on Nasdaq under the ticker CRWD.\n\nThe CrowdStrike Falcon platform consolidates more than 28 security modules across endpoint security, identity threat protection, cloud security, next-gen SIEM and log management, threat intelligence, and managed detection and response — all delivered through a single agent and unified console. The AI at the platform's core, Charlotte AI, provides conversational security operations, automated investigation, and AI-generated threat summaries that reduce analyst workload. CrowdStrike's threat intelligence team, Adversary Intelligence, tracks and names nation-state and criminal threat actors globally, giving customers predictive insight into campaigns before they hit their environments.\n\nCrowdStrike reported $3.95 billion in annual recurring revenue (ARR) for FY2025 and total revenue of $3.74 billion, up 29% year over year, with a market capitalization of approximately $85 billion. The company has 8,600+ employees and counts a substantial share of the Fortune 500 and global governments as customers. Despite the July 2024 sensor update incident that caused a significant IT outage affecting millions of Windows systems globally, CrowdStrike's customer retention remained strong — a testament to the platform's depth of integration and the switching costs built into its consolidated architecture.
Monitor how your brand performs across ChatGPT, Gemini, Perplexity, Claude, and Grok daily.