Outreach Target List
Candidates across four channels, verified against current public sources
Strict-core ICP (50 to 500 engineers, SaaS, US, Docker/K8s, ships agents) plus adjacent bands. Most companies that adopted Anthropic Managed Agents, Devin, Composio, or LangSmith are buyers, not lost-prospects. They bought a slice of the problem, not the org-wide substrate. Vendor neutrality is the v4 pitch. Lost-prospect is reserved for direct vertical competitors, public self-builders, and competitor customer pools. Status and notes are tracked per company in companies.ts; edits land via commit.
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Status:
| Company | Channel | Layer | Size | Why this candidate | Status | Notes | Find buyer |
|---|---|---|---|---|---|---|---|
| Chamber | YC/Funded | Practitioner | <50 | YC W26. GPU optimization via agentic AI; monitors clusters, predicts resource needs, reallocates GPUs in real time. Peer perspective on agent runtime. source ↗ | New | — | LinkedIn ↗ |
| Armature | YC/Funded | Practitioner | <50 | YC W26. Automated agent testing across MCPs/CLIs and major harnesses. Direct adjacency — their customers are agent operators. source ↗ | New | — | LinkedIn ↗ |
| Cascade | YC/Funded | Lost-prospect | <50 | YC W26. Agent safety/reliability; distills proprietary intelligence for autonomous systems. Direct competitor adjacency — find their customers via case studies. source ↗ | New | — | LinkedIn ↗ |
| Salus | YC/Funded | Lost-prospect | <50 | YC W26. Guardrails to validate agent actions — overlaps with v4's approval/policy framing. Direct competitor; their customers are prospects. source ↗ | New | — | LinkedIn ↗ |
| Sentrial | YC/Funded | Practitioner | <50 | YC W26. Agent reliability monitoring. Peer perspective; sees the same compliance/audit pressure. source ↗ | New | — | LinkedIn ↗ |
| Terminal Use | YC/Funded | Practitioner | <50 | YC W26. 'Vercel for background agents.' Direct runtime adjacency. source ↗ | New | — | LinkedIn ↗ |
| Tensol | YC/Funded | Practitioner | <50 | YC W26. Multi-agent orchestration. Peer in the runtime category. source ↗ | New | — | LinkedIn ↗ |
| ashr | YC/Funded | Practitioner | <50 | YC W26. Automated multi-modal agent testing. Adjacent. source ↗ | New | — | LinkedIn ↗ |
| Canary | YC/Funded | Practitioner | <50 | YC W26. AI QA engineer that understands codebases. Adjacent — practitioner-rich audience. source ↗ | New | — | LinkedIn ↗ |
| EmDash | YC/Funded | Practitioner | <50 | YC W26. Open-source agentic dev environment. OSS audience, runtime-aware. source ↗ | New | — | LinkedIn ↗ |
| Mendral | YC/Funded | Buyer | <50 | YC W26. AI agents for CI failure diagnosis. Agents acting on consequential systems by definition; small enough for design-partner conversation. source ↗ | New | — | LinkedIn ↗ |
| Ressl AI | YC/Funded | Buyer | <50 | YC W26. AI agents for Salesforce configuration. SaaS customer base where agents act on consequential systems. source ↗ | New | — | LinkedIn ↗ |
| Fenrock | YC/Funded | Buyer | <50 | YC W26. Financial-crime compliance agents. Their compliance posture aligns tightly with v4's audit/approval framing. source ↗ | New | — | LinkedIn ↗ |
| IncidentFox | YC/Funded | Buyer | <50 | YC W26. AI-driven incident management; agents acting on consequential systems by definition. source ↗ | New | — | LinkedIn ↗ |
| Arcline | YC/Funded | Buyer | <50 | YC W26. Legal-document drafting agents. Compliance-adjacent buyer. source ↗ | New | — | LinkedIn ↗ |
| Sponge | YC/Funded | Practitioner | <50 | YC W26. Financial infrastructure for the agent economy. Peer perspective. source ↗ | New | — | LinkedIn ↗ |
| Orthogonal | YC/Funded | Practitioner | <50 | YC W26. Agentic payments for APIs. Adjacent to credential mediation conceptually. source ↗ | New | — | LinkedIn ↗ |
| Catena Labs | YC/Funded | Buyer | <50 | $30M Series A May 20, 2026 (Acrew + a16z crypto). AI-native bank; humans set spending limits / recipients / caps for AI surrogates. Aligns conceptually with approval gates. source ↗ | New | — | LinkedIn ↗ |
| Alter | YC/Funded | Lost-prospect | <50 | YC S25. Zero-trust identity + RBAC/ABAC for AI agents with policy enforcement and audit trails. Closest direct competitor surfaced in research; founders ex-Goldman / ComputeAI. source ↗ | New | — | LinkedIn ↗ |
| Cursor (Anysphere) | YC/Funded | Buyer | 100-300 | Pure AI-coding company; agents in product. Their own platform team has felt the credential/audit shape firsthand. | New | — | LinkedIn ↗ |
| Codeium / Windsurf | YC/Funded | Buyer | 100-300 | Coding agent at scale. Enterprise customers force them to think about credential boundaries on customer code. | New | — | LinkedIn ↗ |
| Sourcegraph | YC/Funded | Buyer | 200-400 | Cody agent in enterprise contexts. Enterprise-readiness pain is well-documented in their writing. | New | — | LinkedIn ↗ |
| Sierra | YC/Funded | Lost-prospect | 300-600 | $15.8B valuation, $150M ARR (Feb 2026), $950M Series C (May 2026). Claims '40% of Fortune 50' as customers. Won't buy; will have the strongest opinion on what an exec layer should look like. source ↗ | New | — | LinkedIn ↗ |
| Decagon | YC/Funded | Lost-prospect | 200-400 | $4.5B valuation (Jan 2026). AI support agents at enterprise scale. Built their own substrate; lost-prospect with strong opinion data. source ↗ | New | — | LinkedIn ↗ |
| Cresta | YC/Funded | Lost-prospect | 200-400 | AI for contact centers; serious compliance posture. Built their own platform; lost-prospect. source ↗ | New | — | LinkedIn ↗ |
| Hex Technologies | YC/Funded | Buyer | 100-200 | Hex Magic agent runs SQL against customer data. Credential/audit story is load-bearing for sales. | New | — | LinkedIn ↗ |
| Glean | YC/Funded | Buyer | 300-600 | Enterprise search + assistant. Mid-market sales motion means SSO/audit are table stakes; agent expansion creates the C3 trigger. | New | — | LinkedIn ↗ |
| Modal Labs | YC/Funded | Practitioner | 50-150 | Compute substrate for AI workloads. They see the credential leakage their customers worry about. Peer-aware audience. | New | — | LinkedIn ↗ |
| Baseten | YC/Funded | Practitioner | 50-100 | ML deployment platform; their customers run inference for agents. Peer perspective. | New | — | LinkedIn ↗ |
| Fireworks AI | YC/Funded | Practitioner | 50-150 | Inference provider; their customers are agent operators. Adjacent to the buyer story. | New | — | LinkedIn ↗ |
| Together AI | YC/Funded | Practitioner | 100-200 | Inference provider; sees agent traffic shape. Adjacent. | New | — | LinkedIn ↗ |
| Anyscale | YC/Funded | Buyer | 200-400 | Ray-based ML infra. Customer base overlaps with agent-running orgs. | New | — | LinkedIn ↗ |
| LangChain | YC/Funded | Lost-prospect | 50-150 | LangSmith ships agent observability and traces. Lost-prospect: their customers chose LangSmith for observability — ask why audit is or isn't separable. | New | — | LinkedIn ↗ |
| LlamaIndex | YC/Funded | Lost-prospect | <50 | [adj] AI-native small. Building agent infra commercially. | New | — | LinkedIn ↗ |
| Mintlify | YC/Funded | Buyer | 100-200 | $45M Series B (2026). Docs platform with AI-readable infrastructure; thesis that 'being findable by AI is a budget line item.' Peer-infra, design-partner-friendly. source ↗ | New | — | LinkedIn ↗ |
| Vercel | YC/Funded | Buyer | 500-1000 | [adj] Larger. Ships v0 + AI SDK; agents in their own ops. Strong design-partner culture. | New | — | LinkedIn ↗ |
| Replit | YC/Funded | Buyer | 200-400 | Replit Agent in product. Agents acting on consequential systems by construction; users connect real services. | New | — | LinkedIn ↗ |
| Tessl | YC/Funded | Buyer | <50 | [adj] Mik Kersten's AI-native dev co. Strong opinions on agent substrate. | New | — | LinkedIn ↗ |
| Browserbase | YC/Funded | Practitioner | <50 | [adj] Browser infrastructure for agents. Sees the credential exposure problem directly. | New | — | LinkedIn ↗ |
| Anon | YC/Funded | Lost-prospect | <50 | [adj] Direct adjacency — agentic auth/integration. Their pitch overlaps; their customers may be Aileron prospects. | New | — | LinkedIn ↗ |
| Composio | YC/Funded | Lost-prospect | 50-100 | Direct competitor on the agent-tool-integration axis. Lost-prospect: target their customers, not Composio itself. | New | — | LinkedIn ↗ |
| Arcade AI | YC/Funded | Lost-prospect | <50 | [adj] Agent tool catalog; direct competitor adjacency. Same advice as Composio. | New | — | LinkedIn ↗ |
| Lindy AI | YC/Funded | Buyer | <50 | [adj] AI assistant builder; their power users connect production services and feel the credential pain. | New | — | LinkedIn ↗ |
| Sema4.ai (was Robocorp) | YC/Funded | Buyer | 100-200 | Agent platform with enterprise audience; mature pain around audit and credentials. | New | — | LinkedIn ↗ |
| Pinecone | YC/Funded | Practitioner | 200-400 | Vector DB; their customers run agents in production. Peer perspective on what those customers ask for. | New | — | LinkedIn ↗ |
| Weaviate | YC/Funded | Practitioner | 50-150 | Vector DB; same as Pinecone. | New | — | LinkedIn ↗ |
| Stripe | Job-signal | Buyer | 500-2000 | [adj] Larger. Active 'AI platform' hiring; financial compliance forces audit/RBAC to be load-bearing. | New | — | LinkedIn ↗ |
| Shopify | Job-signal | Buyer | 1000-2000 | [adj] Heavy AI investment; Sidekick agent; engineering platform sophistication. | New | — | LinkedIn ↗ |
| Airbnb | Job-signal | Buyer | 1000-2000 | [adj] AI platform team mature; multi-tenant safety pressure. | New | — | LinkedIn ↗ |
| Notion | Job-signal | Buyer | 200-500 | Notion AI runs on Anthropic Managed Agents (Apr 2026) — but that's ONE product surface. Internal eng/support/ops agents are not. Platform team is the cross-cutting buyer; AI maturity + budget already proven. Anchor outreach: 'I saw Notion AI launch on Managed Agents — what's the story for everything else?' source ↗ | New | — | LinkedIn ↗ |
| Linear | Job-signal | Buyer | 50-150 | AI features rolling out; small disciplined team; design-partner-friendly. | New | — | LinkedIn ↗ |
| Coda | Job-signal | Buyer | 100-300 | AI features in product. Similar to Notion shape. | New | — | LinkedIn ↗ |
| Atlassian | Job-signal | Buyer | 1000-2000 | [adj] Atlassian Intelligence + Rovo on Managed Agents — but Atlassian's eng platform runs many more agent surfaces (Jira, Confluence, Bitbucket automations, internal SRE). Platform team is the cross-cutting buyer; the Managed Agents decision proves AI fluency. source ↗ | New | — | LinkedIn ↗ |
| Figma | Job-signal | Buyer | 500-1000 | [adj] AI in design tools + Make; strong platform culture. | New | — | LinkedIn ↗ |
| Canva | Job-signal | Buyer | 1000-2000 | [adj] AI features at scale. | New | — | LinkedIn ↗ |
| Loom | Job-signal | Buyer | 100-300 | AI summarization in product; Atlassian-owned, smaller team unit. | New | — | LinkedIn ↗ |
| Plaid | Job-signal | Buyer | 500-1000 | [adj] Fintech compliance; AI assistant builds happening. | New | — | LinkedIn ↗ |
| Brex | Job-signal | Buyer | 300-600 | AI assistant in product; financial-services compliance posture. | New | — | LinkedIn ↗ |
| Ramp | Job-signal | Buyer | 300-600 | Same as Brex; aggressive AI feature build. | New | — | LinkedIn ↗ |
| Mercury | Job-signal | Buyer | 100-300 | Banking-adjacent; AI feature push; appropriate size. | New | — | LinkedIn ↗ |
| Datadog | Job-signal | Buyer | 1000-2000 | [adj] Bits AI agent in product; mature platform org. | New | — | LinkedIn ↗ |
| PagerDuty | Job-signal | Buyer | 500-1000 | [adj] AI Ops agent; incident-management context forces audit clarity. | New | — | LinkedIn ↗ |
| HashiCorp | Job-signal | Buyer | 1000-2000 | [adj] AI features integrated; secrets-mgmt heritage means they grok the credential story instantly. | New | — | LinkedIn ↗ |
| Confluent | Job-signal | Buyer | 1000-2000 | [adj] AI platform investment; data-pipeline shape. | New | — | LinkedIn ↗ |
| Snowflake | Job-signal | Buyer | 2000+ | [adj/oversized] Cortex agents. Sales cycle slow but signal exists. | New | — | LinkedIn ↗ |
| Databricks | Job-signal | Buyer | 2000+ | [adj/oversized] Heavy agent investment. Same caveat as Snowflake. | New | — | LinkedIn ↗ |
| dbt Labs | Job-signal | Buyer | 200-400 | AI in dbt Cloud; data-platform audience. | New | — | LinkedIn ↗ |
| Hightouch | Job-signal | Buyer | 100-200 | Reverse-ETL + AI; agents acting on consequential systems by definition. | New | — | LinkedIn ↗ |
| Census | Job-signal | Buyer | 50-150 | Similar to Hightouch. | New | — | LinkedIn ↗ |
| Temporal | Job-signal | Practitioner | 100-200 | Workflow infra; their customers run agentic workflows. Peer perspective valuable. | New | — | LinkedIn ↗ |
| Render | Job-signal | Practitioner | 50-150 | PaaS; sees agent runtime traffic shape from customers. | New | — | LinkedIn ↗ |
| Fly.io | Job-signal | Practitioner | 50-100 | Same as Render. Strong agent-runtime customer base. | New | — | LinkedIn ↗ |
| Railway | Job-signal | Practitioner | <50 | [adj] PaaS; smaller; agent-friendly community. | New | — | LinkedIn ↗ |
| Job-signal | Buyer | 1000-2000 | [adj] Public AI investment push 2025-2026. | New | — | LinkedIn ↗ | |
| DoorDash | Job-signal | Buyer | 1000-2000 | [adj] ML platform mature; agent expansion typical for ops-heavy biz. | New | — | LinkedIn ↗ |
| Instacart | Job-signal | Buyer | 1000-2000 | [adj] Same shape as DoorDash. | New | — | LinkedIn ↗ |
| HubSpot | Job-signal | Buyer | 2000+ | [adj/oversized] AI tooling buildout; enterprise sales cycle. | New | — | LinkedIn ↗ |
| Vanta | Design-ptnr | Buyer | 300-600 | Compliance automation co; SOC 2 audit-trail thinking is native. Strong instinct for the v4 story. | New | — | LinkedIn ↗ |
| Drata | Design-ptnr | Buyer | 200-400 | Compliance peer of Vanta. | New | — | LinkedIn ↗ |
| Secureframe | Design-ptnr | Buyer | 100-250 | Same compliance posture; AI agent expansion underway. | New | — | LinkedIn ↗ |
| Honeycomb | Design-ptnr | Buyer | 100-200 | Observability; shipping AI features. Design-partner-friendly culture. | New | — | LinkedIn ↗ |
| Sentry | Design-ptnr | Buyer | 300-600 | Sentry Seer (their product feature) runs on Managed Agents — but their internal SRE team runs agents for incident triage, runbook automation, on-call. That's exactly the consequential-systems workload v4 governs. Strong design-partner culture too. source ↗ | New | — | LinkedIn ↗ |
| Tines | Design-ptnr | Lost-prospect | 100-200 | Security automation + workflow + AI; conceptual overlap. Their customers are the targets. | New | — | LinkedIn ↗ |
| Wiz | Design-ptnr | Buyer | 500-1000 | [adj] Cloud security; AI features in product. Security buyer well-formed. | New | — | LinkedIn ↗ |
| Snyk | Design-ptnr | Buyer | 1000-2000 | [adj] Security + DeepCode AI agents. | New | — | LinkedIn ↗ |
| Orca Security | Design-ptnr | Buyer | 300-600 | Cloud security; AI investment. | New | — | LinkedIn ↗ |
| Cal.com | Design-ptnr | Buyer | <50 | [adj] Smaller; OSS-native; community-friendly; loves design-partner relationships. | New | — | LinkedIn ↗ |
| Resend | Design-ptnr | Buyer | <50 | [adj] Smaller; agent-friendly infra co; tight founder network. | New | — | LinkedIn ↗ |
| Eight Sleep | Design-ptnr | Buyer | 100-200 | Vercel customer; AI in product; design-partner culture. | New | — | LinkedIn ↗ |
| Sonos | Design-ptnr | Buyer | 500-1000 | [adj] Larger consumer; AI features; Vercel/peer-infra customer. | New | — | LinkedIn ↗ |
| Hugging Face | Design-ptnr | Lost-prospect | 100-300 | Infisical customer (public). Almost certainly built agent infra internally; lost-prospect with strong opinion data. | New | — | LinkedIn ↗ |
| Hex (data team) | Design-ptnr | Practitioner | 100-200 | Listed under YC too; their data team specifically is a practitioner target. | New | — | LinkedIn ↗ |
| Retool | Design-ptnr | Buyer | 300-600 | Retool Agent in product. Agents acting on consequential systems by definition for customers. | New | — | LinkedIn ↗ |
| Airplane / Pylon | Design-ptnr | Buyer | 50-150 | Workflow/runbook adjacent. Verify size. | New | — | LinkedIn ↗ |
| Vercel customers (case studies) | Design-ptnr | Buyer | varied | Source from vercel.com/customers; each is pre-warmed to infra-product design-partner asks. | New | — | LinkedIn ↗ |
| Cloudflare Workers AI customers | Design-ptnr | Buyer | varied | Source from cloudflare.com case studies; agent-runtime adjacent. | New | — | LinkedIn ↗ |
| Modal customers (case studies) | Design-ptnr | Buyer | varied | Source from modal.com/use-cases — peer-infra customers comfortable with this motion. | New | — | LinkedIn ↗ |
| Klarna | Lost-prospect | Lost-prospect | 1000-2000 | [adj/oversized] Publicly built/replaced workforce with AI agents. The poster child. They're not buying; they're the case study for talking to peers who saw it. | New | — | LinkedIn ↗ |
| Block (Goose framework) | Lost-prospect | Lost-prospect | 2000+ | [adj/oversized] Built and open-sourced Goose. They chose to roll their own. Strongest possible 'why we didn't buy' data. | New | — | LinkedIn ↗ |
| Cognition AI (Devin) | Lost-prospect | Lost-prospect | 100-300 | Competitor + lost-prospect. Their customers' decision criteria are gold for the Fleet (Option A) thesis specifically. | New | — | LinkedIn ↗ |
| Magic.dev | Lost-prospect | Lost-prospect | 50-150 | Building own agent + substrate. Same as Cognition. | New | — | LinkedIn ↗ |
| Asana | Job-signal | Buyer | 1000-2000 | [adj] Asana Intelligence on Managed Agents — but their platform org runs many internal agents (project automations, internal tools, ops). Multi-deployment buyer story; AI fluency proven by the Managed Agents adoption. source ↗ | New | — | LinkedIn ↗ |
| Monday.com | Lost-prospect | Lost-prospect | 1000-2000 | [adj] Same as Asana. | New | — | LinkedIn ↗ |
| ClickUp | Lost-prospect | Lost-prospect | 300-600 | AI features; building own. | New | — | LinkedIn ↗ |
| Intercom | Lost-prospect | Lost-prospect | 500-1000 | [adj] Fin agent shipped; built their own. The reasons matter. | New | — | LinkedIn ↗ |
| Drift | Lost-prospect | Lost-prospect | 200-500 | Conversational AI for sales; built their own substrate. | New | — | LinkedIn ↗ |
| Gong | Lost-prospect | Lost-prospect | 1000-2000 | [adj] AI for sales; enterprise compliance posture. Built their own. | New | — | LinkedIn ↗ |
| Salesloft | Lost-prospect | Lost-prospect | 500-1000 | [adj] Same shape as Gong. | New | — | LinkedIn ↗ |
| Outreach | Lost-prospect | Lost-prospect | 500-1000 | [adj] Same shape. | New | — | LinkedIn ↗ |
| Lilt | Lost-prospect | Lost-prospect | 100-300 | Translation AI agents in production. Probably built their own; strong opinion data. | New | — | LinkedIn ↗ |
| Vellum AI | Lost-prospect | Lost-prospect | <50 | [adj] LLM tooling — direct competitor adjacency. Find their customers via case studies. | New | — | LinkedIn ↗ |
| Humanloop | Lost-prospect | Lost-prospect | <50 | [adj] LLM observability; partial competitor. | New | — | LinkedIn ↗ |
| Arize AI | Lost-prospect | Lost-prospect | 100-200 | ML/AI observability; their customers chose Arize over building. Adjacent decision criteria. | New | — | LinkedIn ↗ |
| Salesforce Agentforce customers | Lost-prospect | Lost-prospect | varied | Customers who chose Agentforce over rolling their own — interview a few via Salesforce case studies. Tells you the SaaS pull. | New | — | LinkedIn ↗ |
| OpenAI Agent Builder users | Lost-prospect | Lost-prospect | varied | Public users of OpenAI Agents SDK in production. Tells you why they didn't need credential mediation outside the SDK. | New | — | LinkedIn ↗ |
| Anthropic Managed Agents customers | Lost-prospect | Lost-prospect | varied | Hardest signal — these chose the most direct alternative to v4. Reach via Anthropic case studies + community posts. | New | — | LinkedIn ↗ |
| Infisical Agent Vault (when GA) | Lost-prospect | Lost-prospect | varied | Currently a research preview (per Infisical comms, May 2026) — not production-ready. Watch for the commercial GA and its first customer disclosures; until then there's no public lost-prospect pool to mine. source ↗ | New | — | LinkedIn ↗ |
| Cloudflare (iMARS / Agents) | Lost-prospect | Lost-prospect | 2000+ | [adj/oversized] Cloud 2.0 / agentic cloud announcement 2026. Internal iMARS tiger team built their own AI engineering stack on top of Workers. Lost as customer; richest peer-practitioner conversation. source ↗ | New | — | LinkedIn ↗ |
| Microsoft (Copilot Studio team) | Lost-prospect | Lost-prospect | 2000+ | [adj/oversized] Build their own. Worth one conversation for strongest 'why-not-Aileron' signal at scale. | New | — | LinkedIn ↗ |
| Slack engineering (Salesforce) | Design-ptnr | Buyer | 1000-2000 | [adj/oversized] Slack-specific eng platform; AI agent expansion. Long sales cycle but rich practitioner conversations. | New | — | LinkedIn ↗ |
| GitHub (Copilot Workspace) | Lost-prospect | Lost-prospect | 2000+ | [adj/oversized] Built own substrate. Why-not data + practitioner perspective. | New | — | LinkedIn ↗ |
| Postman | Job-signal | Buyer | 300-600 | Postbot AI agent; API-first culture aligns with Aileron's developer audience. | New | — | LinkedIn ↗ |
| Mux | Design-ptnr | Buyer | 100-200 | Video infra; design-partner-friendly culture; AI features expanding. | New | — | LinkedIn ↗ |
| WorkOS | Design-ptnr | Buyer | 50-150 | Auth/SSO infra; founder network overlap; deeply understand the identity-at-the-agentic-layer message. | New | — | LinkedIn ↗ |
| Clerk | Design-ptnr | Buyer | 50-150 | Auth as a product; understands the identity message immediately. | New | — | LinkedIn ↗ |
| Knock | Design-ptnr | Practitioner | <50 | [adj] Notification infra; agent-friendly customer base; tight design-partner muscle. | New | — | LinkedIn ↗ |
| Inngest | YC/Funded | Practitioner | <50 | [adj] Workflow infra for agents; direct adjacency — their customers are runtime-aware. | New | — | LinkedIn ↗ |
| Trigger.dev | YC/Funded | Practitioner | <50 | [adj] Workflow infra; similar to Inngest. | New | — | LinkedIn ↗ |
| Defer | YC/Funded | Practitioner | <50 | [adj] Background-job infra; agent-relevant. | New | — | LinkedIn ↗ |
| Liveblocks | YC/Funded | Practitioner | <50 | [adj] Realtime infra; AI features expanding. Founder-network adjacent. | New | — | LinkedIn ↗ |
| Stytch | Design-ptnr | Buyer | 100-200 | Auth infra; grasps identity-at-agent-layer message immediately. | New | — | LinkedIn ↗ |
| Knapsack | YC/Funded | Practitioner | <50 | [adj] AI ops infra; small but plugged-in. | New | — | LinkedIn ↗ |
| Pulumi | Job-signal | Buyer | 100-300 | Pulumi AI in product; IaC-adjacent culture grasps runtime mediation quickly. | New | — | LinkedIn ↗ |
| Bytebot / Operator-style agent users | Lost-prospect | Lost-prospect | varied | Companies running browser-driven agents in production. Find via Browserbase customer list, OpenAI Operator case studies. | New | — | LinkedIn ↗ |
| Wonderful | Lost-prospect | Lost-prospect | 200-400 | Amsterdam-based; $150M Series B March 2026 ($2B valuation). 30+ countries; production-grade agents in telecom/finserv/manufacturing/healthcare. McKinsey partnership. Direct competitor at enterprise scale. source ↗ | New | — | LinkedIn ↗ |
| InsightFinder | YC/Funded | Practitioner | 50-100 | $15M Series B April 2026 (Yu Galaxy). AI agent observability/reliability — agent eval, deploy, monitor. Peer/adjacent on the observability axis. source ↗ | New | — | LinkedIn ↗ |
| Rakuten | Job-signal | Buyer | 2000+ | [adj/oversized] Multi-business conglomerate using Anthropic for one slice (Managed Agents + Agentic Coding). Many other agent surfaces across e-commerce/finance/telecom/content businesses; platform team is the cross-cutting buyer. source ↗ | New | — | LinkedIn ↗ |
| Pendo | Job-signal | Buyer | 500-1000 | [adj] Recent Anthropic Managed Agents case study (May 8, 2026). Pendo AI feature on Managed Agents; their internal eng + customer-facing automation are separate surfaces. Fresh AI-decision context to anchor outreach. source ↗ | New | — | LinkedIn ↗ |
| TELUS | Job-signal | Buyer | 2000+ | [adj/oversized] In Anthropic 2026 Agentic Coding Trends Report. Telecom with strict compliance posture; their AI Platform team is responsible for governance across many agent surfaces beyond coding. source ↗ | New | — | LinkedIn ↗ |
| Zapier | Job-signal | Buyer | 500-1000 | [adj] In Anthropic 2026 Agentic Coding Trends Report (internal eng usage). Zapier's *product* is workflow automation; their *internal platform* governs the agents that build/operate it. Cross-cutting buyer profile. source ↗ | New | — | LinkedIn ↗ |
| CRED | Job-signal | Buyer | 500-1000 | [adj] In Anthropic 2026 Agentic Coding Trends Report. Indian fintech, strict compliance; useful counterpoint to US-only ICP framing. Platform team is the cross-cutting buyer for compliance/audit. source ↗ | New | — | LinkedIn ↗ |
| BMO | Job-signal | Buyer | 2000+ | [adj/oversized] Anthropic financial-services template early deployer. Regulated buyer is exactly the B-positioning archetype; AI fluency + budget already proven. Sales cycle slow but interview signal high. source ↗ | New | — | LinkedIn ↗ |
| Amalgamated Bank | Job-signal | Buyer | 500-1000 | [adj] Anthropic financial-services template early deployer. Smaller bank than BMO; potentially closer to ICP shape. Same regulated-buyer signal. source ↗ | New | — | LinkedIn ↗ |
| Nubank | Job-signal | Buyer | 2000+ | [adj/oversized] Devin in production for monolith refactoring — but that's code-gen, one use case. Nubank's customer-facing fintech ops run many other agents; platform team is the cross-cutting buyer. Fintech compliance = B-positioning archetype. source ↗ | New | — | LinkedIn ↗ |
| Visma | Job-signal | Buyer | 2000+ | [adj/oversized] Devin + Copilot + Azure combo for code. Their accounting/business-software product line has many AI surfaces beyond code-gen. Platform/security team buys for cross-cutting governance. source ↗ | New | — | LinkedIn ↗ |
| Dell Technologies | Job-signal | Buyer | 2000+ | [adj/oversized] Devin for code-gen. Massive enterprise with many independent agent initiatives across product lines. Platform/security team is the buyer; sales cycle slow. source ↗ | New | — | LinkedIn ↗ |
| Cisco Systems | Job-signal | Buyer | 2000+ | [adj/oversized] Devin for code-gen. Same shape as Dell. source ↗ | New | — | LinkedIn ↗ |
| Cognizant | Design-ptnr | Practitioner | 2000+ | [adj/oversized] Cognition strategic partnership — they deploy Devin into clients. Not a direct buyer; potential channel partner. Ask their FDE leads what runtime-layer pain shows up across their portfolio. source ↗ | New | — | LinkedIn ↗ |
| Infosys | Design-ptnr | Practitioner | 2000+ | [adj/oversized] Cognition strategic partnership; rolling Devin out in FS practice. Channel-partner shape, not direct buyer. Strong sourcing channel for regulated-FS contacts. source ↗ | New | — | LinkedIn ↗ |
| 11x | Job-signal | Buyer | 50-150 | Composio customer (tool integration) for their AI sales agents Alice + Mike. Composio gives them connectors; it doesn't give them runtime sandbox, policy, audit, or credential mediation. ICP-sized; complementary-not-competing pitch is direct. source ↗ | New | — | LinkedIn ↗ |
| SwarmZero | Job-signal | Buyer | <50 | [adj] Composio customer; multi-agent orchestration. Tool integration layer ≠ runtime; complementary pitch. source ↗ | New | — | LinkedIn ↗ |
| Assista AI | Job-signal | Buyer | <50 | [adj] Composio customer; rapid integration. Same complementary framing. source ↗ | New | — | LinkedIn ↗ |
| C.H. Robinson | Job-signal | Buyer | 2000+ | [adj/oversized] LangSmith customer (observability) for logistics agents — 5,500 orders/day, 600+ hours/day saved. LangSmith gives them traces; doesn't give them runtime/policy/credential mediation. Complementary pitch; regulated logistics audit posture. source ↗ | New | — | LinkedIn ↗ |
| Moda | Job-signal | Buyer | <50 | [adj] LangSmith / Deep Agents customer; design-focused multi-agent. Complementary pitch. source ↗ | New | — | LinkedIn ↗ |
| EY (agentic AI OS) | Lost-prospect | Lost-prospect | 2000+ | [adj/oversized] Built their own with Microsoft + NVIDIA. Same Klarna-shaped 'we rolled our own' decision; interview for the why. source ↗ | New | — | LinkedIn ↗ |
| Clawvisor customers | Lost-prospect | Lost-prospect | varied | Closest direct competitor on credential mediation. 14 services curated; supports Claude Code, OpenClaw, Hermes, Perplexity Computer. Find their public users via case studies / Twitter. source ↗ | New | — | LinkedIn ↗ |
| Anthropic Managed Agents users (beyond launch list) | Lost-prospect | Lost-prospect | varied | Source via the Customers page; new case studies posting monthly. Watch for ICP-shaped (50-500 eng) customers especially. source ↗ | New | — | LinkedIn ↗ |
| OpenAI Frontier early adopters | Lost-prospect | Lost-prospect | varied | OpenAI Frontier (Feb 2026) + OpenAI Deployment Company. Frontier is the most direct alternative to v4 at enterprise scale; their customers are the most informative lost-prospect set. source ↗ | New | — | LinkedIn ↗ |
| ServiceNow Agentic AI customers | Lost-prospect | Lost-prospect | varied | ServiceNow + Accenture FDE program (May 2026) for moving agentic AI from pilot to production. Their customers chose 'enterprise platform + consultancy' over 'install a runtime.' Why? source ↗ | New | — | LinkedIn ↗ |