// Post-sale revenue
Lucidly
We built the back-office every CSM wished they had.
Eleven specialized agents read product, support, billing, and CRM data, then run the playbooks a CSM would run if they had the hours. Three years ago that meant hiring; today it means shipping software.
+9 pts
Avg NRR lift after 6 months
across deployed cohorts
3.1×
CSM book of business
vs. baseline before AI agents
< 14 days
Time-to-first-play
from contract to live workflow
// The thesis
Why we own Lucidly.
// Why now
We kept hearing the same problem from CS leaders: net retention is the most under-leveraged growth lever in B2B SaaS, and most teams are still triaging renewals in spreadsheets. We started Lucidly to build the tool we'd want if we were running CS ourselves.
// Market
We built for mid-market SaaS ($5M–$200M ARR), where CS owns renewal and expansion but rarely gets the headcount to run a real revenue motion. Language models made it possible for a small team to build agents that read product, billing, and support signal well enough to act on it, something that simply wasn't reliable enough to ship three years ago.
// Moat
We designed Lucidly so the agents get sharper the longer they run. Wired into product telemetry, CRM, and support, they accumulate per-account context over time, which is also how we operate the brand day to day: watch the data, tune the playbooks, keep shipping.
// The product
What it does.
Health scores derived from behavior, not vibes — usage decay, sentiment, ticket velocity, and renewal proximity weighted per segment.
Eleven agents covering renewal risk, expansion plays, onboarding, QBR prep, advocacy, and executive briefings.
Workflow execution: agents draft the email, schedule the meeting, file the deal, and notify the CSM — the human approves.
Integrations with Salesforce, HubSpot, Stripe, Segment, Zendesk, Intercom, and the major data warehouses.
// What we've learned
Lessons from operating Lucidly.
01
Sell the outcome, not the agents.
Buyers don't want eleven agents; they want renewal confidence. We rewrote the pitch around the number on the CFO's dashboard, pipeline of preventable churn, and conversion doubled.
02
Workflow beats model.
The model is a commodity. The defensibility is the workflow it executes inside the customer's stack. We put most of the roadmap into integrations and human-in-the-loop UX, not prompt tuning.
03
Mid-market is where we stay.
Enterprise wants procurement theater; SMB churns out. Mid-market SaaS has the budget, the renewal pain, and the speed to deploy in weeks. We keep building for that customer until the motion is unbreakable.
// More from the portfolio
See the rest of what we own.