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Markets2026-07-28 · source-backed
Series D led by Lux Capital with Bessemer, Imaginary Ventures, L Catterton Growth, 2048 Ventures and StepStone, taking total past $125M. Dropping the category word from the name is the tell: a salon-and-spa vertical SaaS repositioning as an AI company at the Series D, not the seed. Watch for this across the vertical SaaS cohort raising in H2. (AlleyWatch)
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Outcome-based pricing crossed from experimental to mainstream this quarter. The data is now unambiguous. Zendesk charges $1.50 per automated resolution on committed plans, $2.00 pay-as-you-go. Intercom's Fin charges $0.99 per resolved conversation with no charge if unresolved....
Boston-based Neo raised $100M in combined seed and Series A from a16z, Bessemer, Craft Ventures, and Merlin Ventures to help teams "see, review, and control AI-enabled software," while Empirical Security raised $25M Series A led by Brightmind Partners. A $100M seed-plus-A is a...
HubSpot moved to $0.50 per resolved conversation on April 14. Then Salesforce launched Flex Credits at $0.10 per action. Then Zendesk hit $1.50 per automated resolution. Three different categories. CRM, platform, support. All converging on pay-per-result within a single month....
Meta Business Agent exited free testing August 1 at a blended $2.00 per million tokens bundling AI processing and message delivery. At 20,000-25,000 tokens per interaction, a 10-turn conversation runs roughly $0.40-$0.50 against Salesforce Agentforce's flat $2.00 per conversat...
Founded by Kevin Jiang, who worked on Perplexity's Comet, with Vishaal Ram and Howard Zhong, led by Madrona with angels including former GitHub CEO Thomas Dohmke and Modal founder Erik Bernhardsson. The architecture is the interesting part: rather than integrating per-app, Pol...
Cyera signed an LOI to acquire Oasis Security for roughly $1 billion, about $700M in cash (SecurityWeek). Act Security came out of stealth with $60M total, a $20M seed from Team8 and Bessemer plus a $40M Series A led by Notable Capital (SecurityWeek). Hush Security closed a $3...
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