Joshua Neckes

Love this - AI is the Oppenheimer moment for marketing. It fundamentally collapses the time and cost of production. A $2.5 million campaign that used to take four months can now be delivered for $500,000 in four weeks. Legacy firms that charge based on hours with the 'time-driven' model are existentially threatened by this.

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The Headline family is experiencing incredible momentum, and today our portfolio company DeepIP is announcing a $25M Series B, bringing total funding to $40M.  This is the kind of company that doesn’t just add AI to a workflow, but it sets the standard for an entire category. The momentum speaks for itself: 1️⃣ 10x ARR growth in < 18 months 2️⃣ Trusted by 400+ law firms and leading corporate IP teams globally 3️⃣ 2M+ chats on the DeepIP platform We’ve had the chance to back FX (Francois-Xavier) L. and Edouard D., leading their Seed round with Headline. Watching them take on a problem as complex and high-stakes as patent work has been genuinely impressive. And working with them has been an absolute pleasure: these 2 are coupling very high ambition and humility. Tech built in Europe, but opening the US office very early and FX starting a life in NYC with his family with 0 hesitation in order to build a global category leader in the IP industry. What convinced me early is still what stands out today: patent teams don’t need another standalone AI tool. They need something that fits the way the work actually happens: documents, long-running matters, multiple stakeholders, and zero room for sloppy context handoffs. Big congrats to the whole DeepIP team + Korelya Capital, Balderton & Serena Proud that we’re doubling down at Headline and continuing the support for what’s next!

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Today we're changing Clay's pricing. Pricing changes are scary (for you and me!), but we are trying to do this in the most authentically Clay way possible - thoughtful, transparent and community-first. We've been thinking about this for almost a year (maybe too long Karan!), and have talked to hundreds of customers and partners. We want to align our business model with how our product is being used today, and set us up to grow sustainably together. When we launched, our customers used us for data enrichment. And now our community is using Clay to power their GTM engineering motions. But the pricing model hasn't evolved, so we're making some changes to reflect that. Here’s what’s important to note: First: nobody is getting forced off their plan. Every existing customer can stay on their existing plan. We have to earn the right for you to move to a modern plan. Second: most customers will see better value for their money with this change. If we think you'll save money by switching to the new pricing, we're going to reach out and tell you proactively. Third: we're separating the cost of data from the cost of the platform. We want to keep bringing down the cost of data in Clay, and make the value tied to what you orchestrate and build with it. Fourth: our best features are now more accessible. The new Growth plan includes things that used to live exclusively on Pro at a 38% lower price. Many of our most advanced users will save thousands a year. Our plans now come with a new metric called Actions, which measures the orchestration work Clay does for you: the workflows, AI research, and logic that turns raw data into a GTM motion. 90% of customers will never hit their Actions limit. We want most people to never think about it. That way, we’re only winning if you are. Data Credits now cover just the data - and they're cheaper. We’re reducing the cost of the data in our marketplace by 50–90%, making prices comparable to what you’d pay externally. Karan and I recorded a video walking through the full reasoning and who gets affected - positively and negatively (including us – we’re taking a 10% revenue hit). If you're a Clay customer and have questions, we want to hear them! Full pricing announcement and the internal memo we sent our team below. Announcement: clay.link/nF1eKMH Internal memo: clay.link/wiw2NHK

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Excited to share that Aperiam has invested in Newton Research’s oversubscribed $9M Series A, alongside Greycroft, Bessemer Venture Partners, S4S Ventures, and LiveRamp Ventures. Newton is redefining what agentic AI can do for marketing analytics, enabling brands and agencies to: - Run customer 360 journey analysis across touchpoints - Segment audiences and build predictive models - Automate attribution, incrementality, and media mix modeling - Generate dynamic, natural language-driven reporting - Save up to 126 hours/month and achieve 10x analytics output Their pre-built “blueprints” let non-technical teams securely run advanced analytics on their own data with just a few clicks. John Hoctor, Matthew Emans, and Steven Bennett have successfully built and exited multiple companies. We love to back repeat founders on their most ambitious ideas, like Newton Research. Link to more in comments.

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