Lean Data

LeanData sells a software platform it calls Intelligent Go-to-Market Orchestration, aimed at B2B revenue operations and go-to-market teams. The platform connects people, data and systems so that buying signals are evaluated and matched to a follow-up action: leads and accounts are routed to the right representative with buyer context and enforced SLAs, and workflows extend across the customer lifecycle to cover renewals, case management, and alerts for churn risk, upsell and cross-sell. The company positions the product as the data foundation, encoded business logic and deterministic execution layer underneath AI-driven go-to-market motions, emphasizing auditability, transparent routing logic and governance.

The platform is organized into three areas. Orchestration handles demand capture, signal evaluation, routing and lifecycle automation. Scheduling (marketed as BookIt) converts inbound intent into booked meetings using automated matching and auditable handoffs. Journeys supports buying-group selling by building groups, identifying stakeholders, assigning roles, surfacing coverage gaps and tracking signals across the buying group. Common use cases described by the company include speed-to-lead routing, account-based marketing with lead-to-account matching, buying group management, and routing of meetings created by AI/agentic SDRs using territory rules, round-robin logic and audit trails. LeanData integrates with other tools in the customer's go-to-market stack, including Salesforce and Salesforce Agentforce.

The company was co-founded by Evan Liang, who serves as Chief Strategy Officer after serving as CEO, and Kelvin Cheung, Chief Technology Officer. Katy Keim is Chief Executive Officer. Other executives include Brian Birkett (Chief Sales Officer), Jaya Jaware (Chief Financial Officer), Jim Bell (Chief Marketing Officer) and Amar Doshi (Chief Product Officer).

Founding story

In 2012, while working at Caring.com, Evan Liang repeatedly hit problems stitching together CRM and marketing automation systems and built an internal solution, which became the seed of the company. He recruited technical co-founder Kelvin Cheung — previously founder and CEO of mobile app developer Wertago, a winner of Google's Android Developer Challenge — and used his venture capital background (he began his career at Battery Ventures) to raise seed funding before there was a product. Liang, previously in product management and business development at eBay and Microsoft, acted as the sole salesperson and signed the first 20 customers by selling the pain of dirty CRM data.

Business model

LeanData sells a subscription software platform to B2B enterprises that layers on top of their CRM and marketing stack. Early pricing was in the range of roughly $10,000-$20,000 per year per customer, and at one point a validation widget was offered at $2,500 to test demand; the company later moved upmarket and reports over 1,000 enterprise customers and eight-figure annual recurring revenue.

Recurring software subscriptions sold to B2B revenue and go-to-market teams; the company reports eight-figure ARR and previously reached $20M ARR during its first six years of growth.

Traction

LeanData reports more than 1,000 customers, 12+ years of operation, 2,300+ certified experts and a 5,000+ member OpsStars community. Podcast coverage cites eight-figure ARR, over 1,000 enterprise customers including Nvidia, Google and Snowflake, and $42 million raised; the company's sales leader is described as having built the business from zero to $20M ARR in its first six years.

Latest developments

Recent product releases add AI capabilities across the platform: a Q2 2026 release with unified audit logs, Best-Fit Assignment and BookIt MCP, and a Q3 2026 9.x release bringing AI into FlowBuilder, extending Scheduling to tradeshows, and enhancing Buying Groups. The company also published a 2026 State of AI Go-to-Market Readiness report, promoted a customer story on Uber for Business combining LeanData BookIt with Salesforce Agentforce, and is organizing the OpsStars 2026 conference.