Paloma

AI-native CRM for post-sales operations automation

Website: https://getpaloma.ai

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Name Paloma
Tagline AI-native CRM for post-sales operations automation
Headquarters San Francisco, United States
Founded 2025
Stage Seed
Business Model SaaS
Industry Other
Technology AI / Machine Learning
Geography North America
Growth Profile Venture Scale
Founding Team Co-Founders (3+)
Funding Label Seed (total disclosed ~$5,500,000)

Links

Executive Summary

Paloma is an early-stage bet on applying AI to unify the fragmented data and manual processes that characterize post-sales operations in B2B companies. The company, founded in 2025 and based in San Francisco, is building an AI-native CRM designed to parse contracts, communications, and service usage into a single customer context, then automate workflows like billing and surface revenue opportunities [Y Combinator, 2025]. Its differentiation rests on automating the background operational labor of revenue and customer success teams.

The founding team of Nazli Danis, Alex Avnit, and Kaiwen Song previously worked together at Deel, where they claim to have built that company's largest revenue-generating product from zero to scale [Kaiwen Song LinkedIn, 2026]. The company has secured seed-stage backing from a notable syndicate including Y Combinator, First Round Capital, and Andreessen Horowitz, with total disclosed funding reported at $5.5 million [Startup Intros, 2025].

Data Accuracy: YELLOW -- Core company facts are sourced from Y Combinator and startup databases, but key traction and detailed team background claims rely on single, unverified sources.

How the Company Got Here

Paloma emerged from a shared experience at Deel, where its three co-founders built what they describe as the payroll platform's largest revenue-generating product from zero to scale [Kaiwen Song LinkedIn, 2026]. The company was founded in 2025 and is headquartered in San Francisco [Startup Intros, 2025].

The company was accepted into Y Combinator's Summer 2025 batch [Y Combinator, 2025]. By September 2025, Paloma had closed a $500,000 seed round [Startup Intros, September 2025]. Public sources indicate the company has raised a total of approximately $5.5 million across four funding rounds [Startup Intros, 2025]. As of early 2026, the team is reported at three employees [ScaleList, 2026] [washai.us, 2026].

Data Accuracy: YELLOW -- Foundational facts are corroborated by multiple startup databases. The total funding figure and team size are reported but not independently verified by major news outlets.

Product and Technology

Paloma's product focuses on automating post-sales operations, prioritizing revenue execution over lead generation. The platform ingests data from contracts, customer communications, and service consumption to create a unified customer context [Y Combinator, 2025]. This context is used to surface actionable revenue opportunities, such as upsells, renewals, or churn risks [Y Combinator, 2025].

A core technical capability is the automation of billing workflows directly from complex contract terms. The design incorporates a human-in-the-loop approach, where the AI learns from user feedback to increase its level of automation [Y Combinator, 2025].

Data Accuracy: YELLOW -- Product claims sourced from the Y Combinator directory; technical implementation and stack details are not independently verified.

Where the Demand Sits

Paloma's thesis rests on the operational complexity of managing a B2B customer after the initial sale. The total addressable market is a composite of adjacent software segments. According to a Y Combinator analysis, the combined annual spend for the core markets Paloma touches includes customer success platforms at $1.8 billion, revenue operations (RevOps) software at $4.4 billion, contract lifecycle management (CLM) at $1.6 billion, and invoice automation at $3.37 billion [FYI Combinator, 2026].

Metric Value
Customer Success Platforms $1.8B
RevOps Software $4.4B
Contract Lifecycle Management (CLM) $1.6B
Invoice Automation $3.37B

Data Accuracy: YELLOW -- Market sizing figures are cited from a single, investor-affiliated source without independent corroboration.

Competitive Landscape

Paloma enters a crowded software landscape by targeting a specific, high-friction workflow at the intersection of several established categories. Its primary competition is the existing patchwork of point solutions and manual processes used by B2B revenue teams.

  • Incumbent CRM platforms. Salesforce and HubSpot own the primary customer relationship record. Paloma's positioning as an "AI-native CRM" suggests it aims to be a system of intelligence layered atop these systems of record [Y Combinator, 2025].
  • Specialized point solutions. Separate markets exist for CLM (e.g., Ironclad, DocuSign), RevOps (e.g., Clari, Gong), customer success (e.g., Gainsight, Vitally), and billing automation (e.g., Zuora, Chargebee).
  • Internal builds and spreadsheets. For many companies, the status quo is a manual process combining legal documents, CRM notes, and finance spreadsheets.

Data Accuracy: YELLOW -- Competitive analysis is inferred from product positioning and adjacent market definitions.

Opportunity

If Paloma's automation wedge successfully integrates the fragmented systems governing post-sales revenue, it could become the central nervous system for an operational layer that currently runs on manual effort and spreadsheet reconciliation. The founders' prior experience scaling a revenue-critical product at Deel suggests a team that understands the operational complexity of scaling revenue operations [Startup Intros, 2025].

Scenario What happens Catalyst Why it's plausible
The RevOps Consolidation Play Paloma becomes the single pane of glass for finance, customer success, and sales ops teams. A major partnership with a leading CRM platform to embed Paloma's context layer. The product is explicitly designed to integrate with existing CRM and billing software [Y Combinator, 2025].
The Vertical SaaS Wedge The company dominates a specific vertical with complex, high-value contracts. Landing a flagship customer in a target vertical and productizing the custom logic. Founders built Deel's largest revenue product [Kaiwen Song LinkedIn, 2026].
The AI-Agent Infrastructure Paloma's unified customer context becomes the essential data layer for autonomous AI agents. The launch of an API-first agent framework. The company's core capability is parsing disparate data sources into a unified context [Y Combinator, 2025].

Data Accuracy: YELLOW -- Market sizing figures are cited from a single aggregator source. Scenario plausibility is inferred from product claims and founder background.

Sources

  1. [Startup Intros, September 2025] Paloma: Funding, Team & Investors | https://startupintros.com/orgs/paloma
  2. [Y Combinator, 2025] Paloma: AI-native CRM for putting post-sales operations on autopilot | https://www.ycombinator.com/companies/paloma
  3. [Kaiwen Song LinkedIn, 2026] Kaiwen Song - Paloma (YC S25) | LinkedIn | https://www.linkedin.com/in/kaiwen-song/
  4. [GetLatka, 2026] How Paloma AI hit $330K revenue with a 3 person team in 2025. | https://getlatka.com/companies/getpaloma.ai
  5. [ScaleList, 2026] Alex Avnit Email & Phone Number - CRO & Co-Founder | https://scalelist.com/ceo/alex-avnit-email-phone-number/
  6. [washai.us, 2026] Paloma - AI Tool Review & Analysis | washai.us | https://washai.us/startup/paloma
  7. [FYI Combinator, 2026] Paloma | FYI Combinator | https://fyicombinator.com/company/paloma
  8. [Startup Intros, 2025] Paloma: Funding, Team & Investors | https://startupintros.com/orgs/paloma

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