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#150 by ARRSan Mateo, USyellow.ai ↗

Yellow.ai

Enterprise agentic AI platform that automates customer and employee service across chat, voice and email for large enterprises.

ARR
$80M
as of Sep 2026
Employees
~700
as of Oct 2026
Valuation
$1.1B
14× ARR
ARR / employee
$114K
revenue efficiency
About Yellow.ai

Yellow.ai (formerly Yellow Messenger) sells an agentic AI platform for building chat, voice and email agents that automate customer support and employee IT/HR service. It reports 650+ enterprise clients and about 16B conversations a year, and in 2026 launched Nexus and the Nexus Vox voice AI product. Pricing is a free tier, then $0.99 per resolution, with quote-based enterprise plans. It raised about $102M in total, including a $78M Series C in 2021 led by Lightspeed, Sapphire, Salesforce Ventures and WestBridge. It reported $34M+ unaudited revenue last fiscal year. In August 2026 it agreed to go public through a ~$550M SPAC merger with Bluerock Acquisition Corp. (planned ticker YAI).

Investors · 5

LeadSapphire VenturesVenture capital19 partners on file
LeadWestBridge CapitalVenture capital3 partners on file
BoardLightspeed Venture PartnersVenture capital· Dev Khare (Partner at Lightspeed India Partners)66 partners on file
BoardLightspeed Venture PartnersVenture capital· Ravi Mhatre (Partner & Co-Founder at Lightspeed Venture Partners)66 partners on file
BoardSapphire VenturesVenture capital· Jai Das (Co-founder, President and Partner at Sapphire Ventures)19 partners on file
BoardWestBridge CapitalVenture capital· Sumir Chadha (Founder and Managing Partner at WestBridge Capital)3 partners on file
InvestorLightspeed Venture PartnersVenture capital66 partners on file
InvestorSalesforce VenturesCorporate18 partners on file
InvestorTriplePoint Venture Growth BDCVenture capital3 partners on file
109 partner contacts across these firms, emails and LinkedIn are in Investor Contacts for paid members.

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