Conduit
YC W24San Francisco, US · Founded 2024 · 15 employees · Hiring · 8 known investors
Conduit provides an AI agent platform for the hospitality industry that automates guest interactions across multiple channels, handles bookings and upsells, manages internal operations, and delivers leadership insights integrated with existing systems.
Also known as HostAI · Conduit AI
Founders & leadership· Y Combinator alumni (W24)
Conduit was founded in 2024 by Cole Rubin and Punn Kam.
Investors · 8
Funding
SEC filings, press & company announcements- Undisclosed amountSeries AJun 2024
Haun Ventures (lead), Paradigm (lead)
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Company profile
researched Aug 2026Conduit builds an AI agent platform purpose-built for hospitality operations. Operators create, test and run agents on Conduit's hospitality-specific harness; the agents cover the guest journey from inquiry to booking and upsell, then handle internal operations and surface insights for leadership, connected to the systems operators already use. The product is organized into chat agents that respond across email, WhatsApp, OTAs, social channels and a website widget; voice agents that answer calls around the clock for restaurants, amenities, group sales and the front desk; and internal agents that work alongside staff in existing tools, answering questions and taking action.
The platform is delivered as a single workspace covering customer conversations, AI agents, workflow automation and operational records. Teams configure a workspace with members, inboxes, connected channels, a knowledge base, agents, tools, workflows and records. Channels include email, WhatsApp Business, business phone number and SMS, and a chat widget; business systems such as property management systems can be synced, and a marketplace offers apps plus agent, skill and workflow templates. The current "V3" agent system separates configuration into Agents (persona, behavior, triggers, publish state), Knowledge (pages, folders, documents, links and synced sources), Skills (reusable instructions combining policy, process, variables and tool-use guidance) and Tools (connection tools, custom Python or JavaScript tools, MCP tools and per-agent overrides). Testing and rollout tooling includes a workspace assistant called Operator, sandbox testing with realistic customer, listing and reservation context, and a staged "Road to Autopilot" Connect-Teach-Test-Deploy loop, alongside an inbox with Todo, Follow-Up and Done states that exposes agent activity, sources and tool calls.
Additional platform capabilities cited by the company include multilingual responses, native integrations (or agent-built custom ones), step-level observability of agent decisions and transfers, proactive workflows, performance reporting on automation rate, response time, resolution rate and guest satisfaction, and an API plus MCP interface for controlling agents from a customer's own stack. Conduit states SOC 2 Type II compliance, enterprise security controls (encryption, role-based access, PII protection, audit logs, SSO) and support for HIPAA workflows.
Founding story
Conduit was founded in 2024 by Cole Rubin (background in real estate and technology) and Punn Kam (previously at Google and a family office trader/market-maker), and participated in Y Combinator's Winter 2024 batch with Pete Koomen as primary partner. Y Combinator's page notes a previous launch under the name HostAI, described as an all-in-one operating system helping vacation rental managers deliver guest experiences at scale.
Business model
B2B software sold to hospitality and short-term-rental operators as a workspace-based agent platform, with demos and sales-assisted onboarding (book a demo, support@conduit.ai). Public materials do not disclose pricing or contract structure.
Not disclosed in the available sources.
Traction
The company reports being trusted by 300+ hospitality brands in 120+ countries on its website and by over 1,000 global hospitality brands across 120+ countries on its Y Combinator profile, with an average customer rating of 4.7/5. Customer stories cite outcomes such as HomeHop scaling from 40 to 108 properties while automating 70% of guest messaging across SMS, email and voice; Renjoy reaching 40% automation in its first month; and The Lauderdale Hotel unlocking $500k in value. Team size is listed as 15.
Latest developments
Documentation describes a current "V3" agent system with separate Agents, Knowledge, Skills and Tools surfaces, an Operator workspace assistant, sandbox testing, and migration guidance for teams moving from the older interface.
▸Full profile — market position, technology, go-to-market, geography, history, risks & controversies
Market position
Conduit describes itself as the leading AI agent platform for hospitality operations and cites use by over 1,000 global hospitality brands across 120+ countries (its website states 300+ hospitality brands in 120+ countries). Independent verification of market share is not available in the sources.
Conduit positions its harness as purpose-built for hospitality rather than a general-purpose support platform, covering the full guest journey (inquiry to booking and upsell) plus internal operations and leadership reporting. Emphasized differentiators include agents that learn automatically from interactions, multi-step procedures, access to internal and custom systems, escalation handling that feeds knowledge gaps back to the agent, and detailed observability of each agent step.
Technology
Conversational AI agents for text and voice, configured through knowledge bases, reusable skills, procedures and tools. The system supports custom Python and JavaScript tools, MCP tools, per-agent tool overrides, connection tools to external and property management systems, multilingual response generation, agent learning from prior interactions, escalation surfacing, sandbox testing with realistic reservation context, and step-level observability of tool calls, decisions and transfers. An API and MCP interface allow external control of agents.
Go-to-market
Direct sales and demo-led onboarding via the website and documentation, supported by published customer stories. Y Combinator job listings show a San Francisco-based commercial team build-out including Account Executive, Sales Development Representative, Marketing Lead and Agent Product Manager roles.
Hospitality operators, vacation rental and short-term rental property managers, hotels, and multi-property or multi-brand hospitality and real estate platforms. Named customer examples include Bali Luxury Stays, Blue Gems, Canbnb, Cascadia Getaways, Cash Flow Street, Cosmica, Haven, HomeHop, Host Genius, Renjoy and The Lauderdale Hotel.
Geography
Headquartered in San Francisco, California, with customers reported across 120+ countries; customer stories reference operations in Italy, Dubai, Bali and North America.
History
The company was founded in 2024 and went through Y Combinator (Winter 2024). It first launched as HostAI, a platform for vacation rental managers, and later launched as Conduit with conversational AI agents for housing and hospitality. The documentation reflects a migration from an older interface to a "V3" agent architecture, with guidance provided for teams moving between the two.
Risks & controversies
Public sources report inconsistent customer counts (300+ brands on the company website versus 1,000+ on its Y Combinator profile). Several third-party listings conflate Conduit with unrelated companies sharing the name, and one aggregator profile attributes funding rounds and sector descriptions (cross-border payments, real estate/financial services, a €2.9M Pi Labs seed) that do not match the hospitality AI company described by its own site and Y Combinator page; those figures should be treated as unverified.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Founder mafia
2 people who came through Conduit went on to found or lead other companies.
Competitors · 7
by search overlapCompanies competing with Conduit for the same Google search keywords, organic and paid, via search-intersection analysis.
Timeline · 4
launches, deals, and filingsDocumentation describes the V3 agent architecture separating Agents, Knowledge, Skills and Tools surfaces, with Operator workspace assistant, sandbox testing and a migration path from the older interface.
Company states SOC 2 Type II compliance, enterprise security controls (encryption, role-based access, PII protection, audit logs, SSO) and support for HIPAA workflows.
Conduit is listed as a Y Combinator Winter 2024 company based in San Francisco, with Pete Koomen as primary partner.
Company launch positioning Conduit as a conversational AI agent platform for housing and hospitality, following a previous launch as HostAI, an operating system for vacation rental managers.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
▸Research sources · 8
primary sources listed
- Conduitconduit.ai · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Conduit do?
- Y Combinator-backed AI agent platform that automates guest communication and internal operations for hospitality operators.
- Who founded Conduit?
- Conduit was founded by Cole Rubin, Punn Kam in 2024.
- Who are Conduit's investors?
- Conduit's investors include Pi Labs, Y Combinator, Drive Capital, Eniac Ventures, Haun Ventures, Innovation Endeavors, Paradigm, Twelve Below.
- Where is Conduit headquartered?
- Conduit is headquartered in San Francisco, US.










