Enterprise DNA
AI Industry Map / Apps / Sierra

Sierra

Customer service AI agents for large brands, founded by Bret Taylor.

Revenue
About $200M annualised (May 2026, company reported)
Value
$15.8B post-money ($950M Series E, May 2026, led by Tiger Global and GV)
Growth
Annualised revenue doubled in two quarters, from $100M in Nov 2025
Based in
San Francisco, US
Listed
Private
Why it is winning

Large brands buy support agents that are paid for by outcome, and revenue has doubled quickly.

The risk to watch

At about 79 times revenue, growth has to stay very high for the valuation to hold.

Money coming in

Who pays Sierra, and for what.

No customers of Sierra mapped yet.

Money going out

Who Sierra pays to do what it does.

No suppliers of Sierra mapped yet.

Where it sits on the map

Competitors and neighbours

Salesforce
CRM

CRM company selling Agentforce, AI agents built into its customer software.

Agentforce ARR about $800M in the quarter to Jan 2026, up 169% year on year (company, Q4 FY26)

Open profile
ElevenLabs
Supplier

Voice AI for dubbing, narration and voice agents, with an API that other builders use to add speech.

About $500M ARR (Apr 2026, Sacra estimate)

Open profile
Abridge

Turns doctor and patient conversations into clinical notes and billing codes for health systems.

Contracted ARR of $117M was reported for early 2025, the last figure found

Open profile
Decagon

Customer support agents for consumer brands, priced per resolved conversation.

Passed $100M annualised (reported Aug 2026, citing Newcomer)

Open profile
Harvey

AI for lawyers that drafts, researches and reviews contracts, sold to large law firms.

About $300M ARR (Sacra estimate, May 2026). One blog reports $400M, not confirmed

Open profile
Legora

AI platform for law firms that drafts, reviews and researches contracts, with more than 1,000 customers in 50 markets.

Passed $100M ARR (Apr 2026, company reported)

Open profile
OpenEvidence

Free clinical search tool for doctors that answers medical questions with cited sources.

About $300M annualised by mid-2026 (reported). Sacra estimated $150M for 2025

Open profile
Rogo

AI for investment bankers and private equity analysts, built for research and deal work.

Over $50M annual recurring revenue (reported)

Open profile
Ambience Healthcare

Ambient AI that writes clinical notes and coding for doctor groups and health systems.

Open profile

Sources: cryptobriefing.com, idlen.io

The map updates three times a week.

241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.

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