Clay
GTM data tooling · Series A at the time · clay.com
Passed Jun 2, 2025 by Jordan Lee. That was 17 months ago.
Conviction for Harbor Street Ventures
60 / 100
De-risking 0.50, thesis fit 0.50, traction 1.00Why you passed
“messy go-to-market, no repeatable channel. revisit if distribution clicks”
Jordan Lee's note, word for word
- Partially de-risked
No distribution yet
Cleared by: partnerships, channel deals or launch coverage
What changed
Akta news · No distribution yetOct 20, 2026, 17 mo after the pass
demandDrive Named Clay's Inaugural "Rising Star" Partner Following Rapid GTM Tech Integration
“By pairing data engineering with outsourced execution, demandDrive has driven broad adoption across its client base”
Weaker: a passing mention, or only the AI linked it to the pass risk. Source
Akta news · No distribution yetOct 2, 2026, 16 mo after the pass
Clay’s Kareem Amin joins Disrupt 2026
“TechCrunch reported in February that the company had tripled annual recurring revenue to $100 million in a year”
Weaker: a passing mention, or only the AI linked it to the pass risk. Source
Akta news · No distribution yetSep 15, 2026, 15 mo after the pass
Clay Closes $115M Series D, Doubling Valuation to $7.1B Amid Demand for AI-Griven Go-to-Market Tools
“On its funding page, the company said it had raised $392 million in total as of June 30 and pointed to fourfold revenue growth in 2025”
Weaker: a passing mention, or only the AI linked it to the pass risk. Source
Re-engagement note
Approving sets the Affinity status to Re-engage and files the memo to the fund's Roundtable workspace. No email is sent.