-6%

est. 2Y upside i

Series C

Data enrichment and outbound automation platform for go-to-market teams

Rank

#1216

Sector

B2B SaaS / GTM Engineering

Est. Liquidity

~3Y

Data Quality

Data: Medium

Clay is the fastest-growing company in B2B SaaS. 233% growth, category creation, elite customer logos.

Last updated: March 20, 2026

Bull (30%)+200%

Category-defining GTM platform. $500M+ ARR by 2028. IPO at 20-30x. $10-15B+.

Base (40%)+80%

Growth decelerates to 80-100%. $300M ARR. IPO at 15x (~$4.5B). Modest from $5B.

Bear (30%)-50%

ZoomInfo/Apollo/HubSpot bundle, credit model volatile, down round below $5B.

Est. time to liquidity~3.0 years
Adjusted for competitive dynamics: 92% (raw: -6%, adjustment: +15%)

Preference Stack Risk

low

Funding Intensity

4%

$210M on $5B = 4.2% intensity. Clean cap.

Dilution Risk

low

Recent Series C; no immediate round needed.

Secondary Liquidity

limited

Post-Series C; tender possible.

View all 4 open roles at Clay →

Last updated: February 17, 2026

Questions to Ask at the Interview

Strategic questions based on Clay's data — designed to show you've done your homework.

  • 1

    “Credit consumption trends and NRR?”

  • 2

    “Enterprise motion maturity?”

  • 3

    “Path to profitability?”

Cluster Peers

Expected Upside

Clay
-6%
Apollo.io
-9%
Apollo.io
-13%
Lusha
-69%

Community

Valuation Sentiment

Our model estimates -6% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.