Lattice Engines
AcquiredSan Mateo, US · Delaware corporation · 6 known investors
B2B predictive marketing and sales software company, acquired by Dun & Bradstreet in 2019.
Also known as Lattice · Lattice Engines, Inc.
Founders & leadership
Board
Investors · 6
Also in the syndicate · 3
Reported raises · per SEC filings
Form D private placements$44.4M disclosed across 5 of 8 rounds · 2011–2017
▶$3MraisedDec 2017 · 8 investors · Other TechnologyRule 506(b)
- Sharmila MulliganDirector
- Michael McCarrollExecutive Officer
- Robert HeimannDirector
- Peter SonsiniDirector
- Kent McCormickExecutive Officer, Director
- Douglas LeoneDirector
- Shashi UpadhyayExecutive Officer, Director
- Robert P. RinekDirector
- Offering amount
- $6M
- Amount sold
- $3M
- First sale
- Dec 2017
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$5MraisedJan 2017 · 8 investors · Other TechnologyRule 506(b)
- Robert P. RinekDirector
- Michael McCarrollExecutive Officer
- Kent McCormickExecutive Officer, Director
- Douglas LeoneDirector
- Shashi UpadhyayExecutive Officer, Director
- Robert HeimannDirector
- Peter SonsiniDirector
- Sharmila MulliganDirector
- Offering amount
- $8M
- Amount sold
- $5M
- First sale
- Jan 2017
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$28.3MraisedJun 2015 · 8 investors · Other TechnologyRule 506(b)
- Douglas LeoneDirector
- Sharmila MulliganDirector
- Shashi UpadhyayExecutive Officer, Director
- Peter SonsiniDirector
- Howie ShohetExecutive Officer
- Kent McCormickExecutive Officer, Director
- Offering amount
- $30M
- Amount sold
- $28.3M
- First sale
- Jun 2015
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$3MraisedJun 2015 · 2 investors · Other TechnologyRule 506(b)
- Shashi UpadhyayExecutive Officer, Director
- Sharmila MulliganDirector
- Peter SonsiniDirector
- Kent McCormickExecutive Officer, Director
- Howie ShohetExecutive Officer
- Douglas LeoneDirector
- Offering amount
- $3M
- Amount sold
- $3M
- First sale
- Apr 2015
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$5MraisedFeb 2014 · 1 investors · Other TechnologyRule 506(b)
- Peter SonsiniDirector
- Mickey ArabelovicDirector
- Sharmila MulliganDirector
- Kent McCormickExecutive Officer, Director
- Shashi UpadhyayExecutive Officer, Director
- Howie ShohetExecutive Officer
- Offering amount
- $5M
- Amount sold
- $5M
- First sale
- Feb 2014
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Company profile
researched Aug 2026Lattice Engines, Inc. was a technology provider of predictive marketing and sales cloud applications for business-to-business companies. Its software combined internal customer systems data (CRM, marketing automation, transaction histories) with external sources such as social media, websites, press releases and filings, applying machine learning to predict who would buy, what they were likely to buy and when. Products included salesPRISM, Lattice Predictive Lead Scoring and "playmaker" applications, powered by what the company called the Lattice Data Cloud.
The company positioned itself in later years as an AI-powered customer data platform (CDP) supporting account-based marketing and sales programs across channels. Its platform ingested billions of buying and intent signals combined with company fit and behavioral data, and delivered real-time reporting, sales targeting, talking points and campaign "plays" to sales and marketing users. Reported customer outcomes included a 37% increase in win rates, a 20% increase in conversions, three times higher cross-sell and 20% reduced churn.
Founding story
Lattice Engines was founded in June 2006 in Boston by Shashi Upadhyay, Kent McCormick and Andrew Schwartz. Upadhyay, a physics PhD from Cornell and former McKinsey partner, said he conceived the company after finding that consulting clients often lacked either the data or the tools to analyze it. McCormick, who had done related physics work while earning his PhD at Berkeley, met Upadhyay at McKinsey; Schwartz was introduced through graduate school contacts as an engineer recommendation. As of 2013, Upadhyay was CEO, McCormick president and Schwartz chief architect.
Business model
Lattice sold SaaS predictive marketing and sales applications to enterprise B2B organizations, later marketed as an AI-powered customer data platform.
Subscription-based software-as-a-service applications for sales and marketing organizations; the business began as a consulting firm from 2006 to 2008 before shifting to product.
Traction
The company reported deployments at over 100 companies worldwide by 2015 and more than 65,000 active sales and marketing professionals using its product. It had approximately 150 employees as of 2013.
Latest developments
On June 13, 2019, Dun & Bradstreet announced a definitive agreement to acquire Lattice Engines, positioning Dun & Bradstreet as a provider of integrated data and analytics for sales and marketing professionals. Financial terms were not disclosed and the transaction was expected to close within 30 days. The deal followed a long-standing partnership between the two companies.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Described in its own and investors' announcements as the leading provider of predictive marketing and sales applications, with Sequoia partner Doug Leone stating in 2015 that it had more customers than all other companies in the market combined. Gartner named it a Cool Vendor in CRM and sales technology in April 2013.
Combination of PhD data scientists with sales and marketing practitioners, a proprietary data cloud aggregating billions of intent signals from more than 35 data partnerships, and a suite spanning both predictive sales and predictive marketing applications.
Technology
Predictive analytics and machine learning applied to combined internal data (CRM, marketing automation, transaction history) and external data (social media, websites, press releases, filings), delivered through cloud applications built on the Lattice Data Cloud. The company drew on more than 35 data partnerships with providers including Dun & Bradstreet, LexisNexis, Experian, Profound Networks and Bombora, and staffed teams combining PhD data scientists with sales and marketing practitioners.
Go-to-market
Direct enterprise sales supported by a partner ecosystem and data partnerships, with international coverage through partnerships in Europe and Asia Pacific; 2015 funding was earmarked for engineering, go-to-market and partner ecosystem investment.
Business-to-business sales and marketing organizations across industries including consumer products, technology, business services and banking. Named customers included Dell, Staples, SunTrust Bank, Microsoft, HP and VMware.
Geography
Headquartered in San Mateo, California, with offices in Austin, Boston, New York and Beijing, and partnerships covering Europe and Asia Pacific.
History
The company operated as a pure consulting business from 2006 to 2008 and was bootstrapped for its first five years, becoming a product company with the 2009 launch of salesPRISM. It raised its first institutional round from Sequoia Capital in 2011, followed by a second round from NEA and Sequoia. In 2013 it was named a Gartner "Cool Vendor" in CRM and sales technology and expanded its predictive application suite into marketing with Lattice Predictive Lead Scoring. A $28 million Series D closed in June 2015, bringing total investment to $75 million. In June 2019, Dun & Bradstreet entered into a definitive agreement to acquire the company, with the transaction expected to close within 30 days.
Compiled by commissioned research from 5 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.
Timeline · 5
launches, deals, and filingsDun & Bradstreet entered into a definitive agreement to acquire Lattice Engines to become a leading customer data platform provider; financial details were not disclosed and closing was expected within 30 days.
Closed a $28 million Series D led by River Cities Capital Funds and Piper Jaffray Merchant Banking, with Blue Cloud Ventures, Sequoia Capital and NEA participating, bringing total investment to $75 million. Sequoia's Doug Leone and River Cities' Robert Heimann joined the board.
$28M source ↗
Gartner named Lattice a Cool Vendor in its report on CRM and sales technology.
Lattice extended its suite of predictive applications to marketing with Lattice Predictive Lead Scoring.
The company transitioned from consulting to a product business with the launch of its salesPRISM predictive application.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 5
primary sources listed
- Lattice Engines Raises $28 Millionprnewswire.com · web
5 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Lattice Engines do?
- B2B predictive marketing and sales software company, acquired by Dun & Bradstreet in 2019.
- Who founded Lattice Engines?
- Lattice Engines was founded by Shashi Upadhyay.
- Who are Lattice Engines's investors?
- Lattice Engines's investors include New Enterprise Associates (NEA), RC Capital, CEOs'.
- How much funding has Lattice Engines raised?
- Lattice Engines has disclosed $44.4M raised across 5 of its 8 known rounds.
- Where is Lattice Engines headquartered?
- Lattice Engines is headquartered in San Mateo, US.