Warmly,

Warmly, (Warmly, Inc.) is a San Francisco-based business-to-business go-to-market software company that identifies buying intent at the individual person level and automates follow-up outreach. Its platform de-anonymizes website visitors before a form fill, combines that first-party signal with product usage, chat and CRM data, second-party signals such as social activity, new hires and job changes, and third-party signals such as keyword and competitor research, then engages the resulting prospects across chat, email, LinkedIn ads and Meta ads. Earlier descriptions of the product describe sourcing warm leads from vendors including 6sense/Clearbit for website visitors and Bombora for off-site research, then auto-following up by AI chat, email sequences or LinkedIn sequences, with optional human review before messages are sent.

The current product is organized around two agents on top of a shared "Context Graph": a TAM agent that segments the total addressable market into scored accounts, maps buying committees, tracks signals and runs coordinated email and ad campaigns; and an Inbound agent that identifies visitors, runs contextual AI chat, shows intent-based popups and personalized microsites, and retargets through email and ads. The Context Graph is described as a unified, real-time data layer that pre-computes each account's signals, actions, notes and outcomes so agents can query context in milliseconds. In 2026 the company launched AI Autopilot, an always-on site-wide agent that draws on the customer's website, help center, internal docs, sales calls, sales methodologies and CRM, selects its own qualification path, generates slide decks mid-conversation, can present a video avatar, escalates to Slack, and self-improves by analyzing conversations against configured goals under version control. The platform is accessible via app, API and MCP, and is marketed as GDPR compliant.

Founding story

Warmly was founded in 2020 by Max (Maximus) Greenwald, Carina Boo and Alan Zhao, and went through Y Combinator's Summer 2020 batch with Gustaf Alstromer as primary partner. Zhao's YC bio describes a background trading foreign currency, working in Wells Fargo's proprietary trading group and its first credit derivatives trading business, then building data analytics infrastructure at x.ai before joining On Deck, where he met his Warmly co-founders. Boo is described as co-founder and CTO; Greenwald serves as co-founder and CEO.

Business model

Warmly sells software to B2B revenue teams. Marketing materials note the company offers unlimited seats on its platform rather than charging per user license, positioning itself as a consolidated alternative to multiple point solutions and to outsourced SDR services. Customer case studies reference cost displacement of chat vendors (Drift), offshore chat teams and outsourced SDR contracts.

Subscription software sold to B2B companies, with unlimited user seats rather than per-seat licensing. The company reported $3 million in annual recurring revenue for 2024, tripled over the prior year, and stated a goal of tripling ARR again in 2025.

Traction

Warmly reported $3 million in ARR and more than 300 customers in 2024, having tripled ARR in one year, with named customers including New Relic, Cyberhaven and CircleCI. Its Y Combinator listing cites 100+ paying customers and a team size of 60. The company's website cites a 4.8/5 rating from 200+ G2 reviews, more than 500 GTM teams on the platform, and $47.2 million in cumulative customer pipeline generated. Customer-reported outcomes include a customer eliminating $40,000/month in outsourced SDR spend (Innerspace), five meetings booked in six weeks after replacing Drift (TigerGraph), a 500% conversion-rate increase in one week (Caddis Systems), 80% pipeline growth (TeamWeave), and a roughly 50% CAC reduction. AI Autopilot beta accounts were said to increase automated inbound meetings by 30%.

Latest developments

Y Combinator's profile states that Warmly was acquired by HubSpot in 2026 and links a July 26, 2026 announcement, "Warmly Is Joining HubSpot." Shortly before this, the company launched AI Autopilot, an always-on website sales agent built on its Context Graph, and announced an integration with Rb2b. Case studies dated into April 2026 continue to describe active customer deployments.