Poggio Labs
San Francisco, US · Founded 2021 · Delaware corporation · 20 employees on LinkedIn · 3 known investors
San Francisco-based Poggio Labs builds AI "revenue agents" that generate continuously updated account plans inside Salesforce.
Also known as Poggio · Poggio Labs, Inc. · poggio.io
Founders & leadership
Poggio Labs was founded in 2021 by Connor Doyle.
Investors · 3
Reported raises · per SEC filings
Form D private placements$6M disclosed across 1 round · 2021
▶$6MraisedSep 2021 · 10 investors · Other TechnologyRule 506(b)
- Matthew SlotnickExecutive Officer, Director, Promoter
- Connor DoyleExecutive Officer, Director, Promoter
- Offering amount
- $6M
- Amount sold
- $6M
- First sale
- Jul 2021
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Company profile
researched Aug 2026Poggio Labs, Inc., which markets its product as Poggio, develops AI software for enterprise revenue teams. The product is described as a "Revenue Superagent" that layers always-on intelligence on top of Salesforce, combining CRM data, conversation data from Gong, and external web and API sources to build a point of view (POV) on each customer account. Core outputs include account POVs, continuously updated account plans, relationship maps, stack-ranked account prioritization based on fit between customer challenges and the seller's solution, and recommended next actions.
The software is installed as a managed package inside the customer's CRM, after which insights auto-generate and update continuously; intelligence is then distributed to the surfaces where sellers work, including the CRM, Slack, and MCP-based clients. Third-party profiles characterize the company as a developer of customer data applications focused on streamlining enterprise account planning, and note enterprise account executives as the primary user group.
Earlier company self-descriptions framed the mission more broadly as powering intelligent customer relationships through a next-generation CRM built on a data-first application architecture with a modular, schema-driven front end.
Business model
B2B software sold to enterprise revenue organizations. Poggio is deployed via a Salesforce managed package and surfaces intelligence inside the CRM, Slack, and other seller workflows. Alongside enterprise deployments, the company offers a self-serve Pro Plan purchasable by credit card starting at $49 per user per month, and a free trial entry point. A third-party profile classifies the company as a platform business with recurring software revenue.
Recurring software subscription, including per-seat pricing from $49 per user per month on the Pro Plan; enterprise deployments via a Salesforce managed package. A third-party profile classifies the revenue type as recurring.
Traction
Sources report a single disclosed funding round totaling $6M with Accel listed as an investor, headcount estimates between roughly 18 and 30, and enterprise usage including a testimonial from Lenovo's worldwide CTO of Global Accounts. One profile references a growing user base and early adoption by leading enterprises without quantification, and a data vendor estimates revenue at $10M-$25M.
Latest developments
In 2026 Poggio debuted a Slack app, a Salesforce managed package, and an MCP integration on AgentExchange, and introduced a self-serve Pro Plan starting at $49 per user per month. Its GitHub organization shows continued public activity, including forks of Agent2Agent (A2A) protocol SDKs in late 2025 and an example client for pulling account intelligence from Poggio via MCP published in October 2025.
▸Full profile — market position, technology, go-to-market, geography, history, risks & controversies
Market position
Positioned in AI-enabled revenue operations and enterprise sales enablement. Comparable or similar companies named by one research profile include Approximate Labs, Endgame, FactIQ, Pogo and Pocus. One data vendor characterizes the company's scale as between small firms and large enterprises, suggesting mid-market opportunity, and estimates revenue in a $10M-$25M range; this figure is a vendor estimate rather than a company disclosure.
Sources cite aggregation of first-party CRM and call data with thousands of external sources into a single account point of view, continuous auto-updating of account plans rather than static documents, and delivery of that intelligence inside existing systems of work (Salesforce managed package, Slack app, MCP integration) rather than in a separate tool. A third-party profile notes early enterprise adoption and positive feedback from enterprise account executives on planning speed.
Technology
AI agents that query Salesforce, search the web and contacts, and generate written account plans and recommended actions. Data inputs include Salesforce, Gong call data, databases, APIs, web sources and MCP servers. Distribution technologies include a Salesforce managed package, a Slack app, and Model Context Protocol (MCP) integration; the company's GitHub organization hosts forks of the Agent2Agent (A2A) protocol SDKs and an example MCP client. A third-party tech-stack profile lists React, Node.js, Headless UI, JSON-LD, Google BigQuery, HUMAN Security and Rippling.
Go-to-market
Enterprise direct sales supported by a free trial and a self-serve Pro Plan priced from $49 per user per month. Distribution and ecosystem channels include the Salesforce managed package and AgentExchange listing, a Slack app, and an MCP integration, positioning the product inside existing CRM and collaboration ecosystems. The company publishes customer testimonial content, including an endorsement from Lenovo's worldwide CTO of Global Accounts.
Enterprise sales and revenue organizations, particularly account executives and go-to-market teams using Salesforce; a named reference customer is Lenovo. A self-serve tier also targets individual sellers.
Geography
Headquartered in San Francisco, California, United States. One data vendor states employees are distributed across three continents including North America, Asia, and South America, though this estimate appears to be of uncertain reliability.
History
Poggio Labs, Inc. was founded in 2021 in San Francisco. Early public descriptions positioned it as a next-generation CRM company building a data-first application architecture with a modular, schema-driven front end to address go-to-market data problems. Later descriptions position it as an AI account-planning and revenue intelligence platform generating deeply researched, continuously updated account plans. A new editing experience shipped in November 2024, and in 2026 the company launched a Slack app, a Salesforce managed package, and an MCP integration on AgentExchange, along with a self-serve Pro Plan.
Risks & controversies
No controversies are documented in the available sources. Data quality across third-party aggregators is inconsistent: reported employee counts range from approximately 18 to 30 (or bands of 11-50 and 21-40), the reported date of the single $6M round varies between July and August 2021, and one vendor lists the company website as poggio.io while the primary site is poggiolabs.com. A vendor-estimated revenue range of $10M-$25M is unverified. Company self-description has also shifted materially over time, from a next-generation CRM to an AI revenue agent platform.
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.
Timeline · 3
launches, deals, and filingsPoggio introduced a Pro Plan giving individual sellers credit-card self-serve access starting at $49 per user per month.
Poggio debuted a Slack app, a Salesforce managed package, and an MCP integration on AgentExchange, extending the Revenue AI platform into existing CRM and collaboration workflows.
Poggio Labs rolled out a new editing experience within its product, per company news coverage.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
Legal entities · 1
corporate structure▸Research sources · 8
primary sources listed
- Poggio Labspoggiolabs.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Poggio Labs do?
- San Francisco-based Poggio Labs builds AI "revenue agents" that generate continuously updated account plans inside Salesforce.
- Who founded Poggio Labs?
- Poggio Labs was founded by Connor Doyle in 2021.
- Who are Poggio Labs's investors?
- Poggio Labs's investors include Accel, Essence Venture Capital, Spark Capital.
- How much funding has Poggio Labs raised?
- Poggio Labs has disclosed $6M raised across 1 round.
- Where is Poggio Labs headquartered?
- Poggio Labs is headquartered in San Francisco, US.


