Matik
Matik is a San Francisco-based B2B SaaS company that uses AI to automatically generate personalized presentations, documents, reports, and emails from live CRM, BI, and data warehouse data, primarily serving enterprise customer success, sales enablement, operations, and finance teams.
- Company typePrivate
- Founded2019
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Matik does
Matik is a venture-backed B2B SaaS company, founded in 2019 and headquartered in San Francisco, that provides an AI-powered data-driven content automation platform. The platform connects directly to live enterprise data sources including CRMs (Salesforce), BI tools (Looker, Tableau), data warehouses (Snowflake), spreadsheets, and applications via REST API, then automatically generates personalized presentations, documents, reports, and emails using generative AI, conditional logic, and natural language prompts. The product is sold as a quote-based enterprise subscription with annual contracts, primarily serving customer success, sales enablement, operations, analytics, and finance teams at mid-market and enterprise B2B organizations.
The core Matik platform is complemented by Matik Mail, a hyper-personalized email automation module launched in July 2024, and Smart Data Sync, a Beta Chrome extension for real-time data synchronization released in 2024. Output formats span Google Slides, Microsoft PowerPoint, Google Docs, PDFs, spreadsheets, and emails. The platform is SOC 2 Type II certified and GDPR compliant, enabling deployment in regulated industries including healthcare. Native integrations with 15+ enterprise systems, plus a Model Context Protocol (MCP) integration, position Matik within the broader enterprise data and AI tooling ecosystem. Notable customers include Okta, Salesforce, Samsara, Zapier, Greenhouse, Asana, Motive, Handshake, Bazaarvoice, Modern Health, Glassdoor, Salesloft, Autodesk, and Reddit.
Matik has raised $23 million in total funding, including a $20 million Series A led by Andreessen Horowitz in October 2021 with participation from Menlo Ventures, BoxGroup, GTMfund, and Oceans, following an approximately $3.1 million seed round led by Menlo Ventures in late 2019. The company operates with 11–50 employees and a sales-led enterprise go-to-market motion combining field sales and inside sales, supported by content marketing, an annual Scale+CS Summit, webinars, and a templates library. The reported G2 rating is 4.8 out of 5.
Matik firmographics
Firmographics- Name
- Matik
- Legal name
- Matik, Inc.
- Website
- https://matik.io
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Matik is a San Francisco-based B2B SaaS company that uses AI to automatically generate personalized presentations, documents, reports, and emails from live CRM, BI, and data warehouse data, primarily serving enterprise customer success, sales enablement, operations, and finance teams.
- Ownership category
- akta.pro rank
Matik industry classification
Industry- Product category
- Content Automation Software
- NAICS
- Software Publishers (5132), Software Publishers (51321)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
- akta.pro secondary industries
- Intelligent Document Processing (IDP) & OCR Automation (HDAEAHAC), Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), Marketing Automation & Campaign Management CRM (HDAEAFAB)
Keywords
Where Matik is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Matik business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: Matik operates as a B2B SaaS platform offering subscription-based access to its AI-powered content automation platform. Pricing is quote-based, indicating a custom enterprise pricing model typically based on seat count, volume of presentations generated, and integrations used.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription (custom pricing) |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels13 records
Matik product offering
Product offeringCore offering
Matik is an AI-powered data-driven content automation platform that connects directly to live data sources (CRMs, BI tools, data warehouses, spreadsheets, and apps) to automatically generate personalized presentations, documents, reports, PDFs, and emails. The platform uses AI, conditional if-then logic, and guardrails to automate content personalization at scale for B2B customer success, sales, operations, analytics, and finance teams. It is sold as a SaaS subscription with custom quote-based annual enterprise pricing.
Product overview
Matik is an AI-powered data-driven content automation platform that enables organizations to automate the creation of presentations, documents, reports, and emails directly from connected data sources. The core Matik platform serves as the central automation engine, connecting to BI tools, CRMs, data warehouses, and spreadsheets to generate personalized content using AI and conditional logic. The platform is complemented by Matik Mail for hyper-personalized email campaigns and Smart Data Sync (Beta) for real-time data synchronization. Key features include Basic Automation for standard content creation, AI-Powered Automation for generative AI-driven content, Smart Automation for intelligent personalization, Workflow Automation for scheduled and bulk generation, and Content Management for centralized template control. The platform supports output formats including Google Slides, Microsoft PowerPoint, Google Docs, PDFs, spreadsheets, and emails.
Differentiator
Problem solved
Functional benefit
Products and services
- Matik Platform Core AI-powered data-driven content automation platform that connects to live data sources (CRMs, BI tools, data warehouses, spreadsheets, apps) and automatically generates personalized presentations, documents, reports, PDFs, and emails. Designed for B2B customer success, sales enablement, operations, analytics, and finance teams at enterprise and mid-market organizations.
- Matik Mail Hyper-personalized email automation product that lets users embed fully-branded, personalized tables, charts, and images directly in emails and attach personalized PDFs. Supports instant, scheduled, and triggered workflow sends for mass personalization use cases.
- Smart Data Sync Chrome extension (currently in beta) that enables real-time data synchronization across connected sources to keep generated content up to date with the latest data.
- Templates Library Library of ready-to-use templates for various use cases including QBRs, EBRs, ROI reports, customer success reviews, and other data-driven content. Available to Matik platform users to accelerate automated content creation.
Quantifiable outcome
- 344% increase in account coverage (from 15% to 66%)
- +15 more outcomes
Companies that use Matik
Customer profileNamed customers14 records
Segments10 records
Ideal customer profiles2 records
Matik technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability9 records
Feature8 records
Matik partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- SalesforcecoreSalesforce is a core integration partner for Matik. The integration allows Matik to connect to Salesforce CRM data to pull customer metrics, usage data, and account information directly into automated presentations and documents. Featured prominently on Matik's integrations page.
- HighspotcoreHighspot is a sales enablement platform integration for Matik. The integration enables Matik's content to be delivered and managed within the Highspot sales enablement ecosystem, allowing sales and CS teams to access automated, data-driven presentations.
- Google CloudcoreMatik is a Google Cloud Partner, indicating technical integration with Google Cloud Platform services and a go-to-market relationship that positions Matik within the Google Cloud ecosystem for joint enterprise customers.
- SnowflakecoreMatik is a Snowflake Products Partner, indicating certified technical integration with Snowflake's data cloud platform. This enables Matik to connect to Snowflake data warehouses and pull live enterprise data for use in automated content generation.
- LookercoreLooker (Google Cloud Looker) is a BI tool integration for Matik. The integration allows non-technical users to leverage Looker's out-of-the-box data source integration to find metrics and apply filters for building data-intensive presentations without requiring deep database knowledge.
- TableaucoreTableau is a BI tool integration for Matik, allowing users to pull data visualizations and analytics from Tableau dashboards directly into Matik-generated presentations.
- Google SlidescoreGoogle Slides integration allows Matik to generate and deliver personalized presentations directly in Google Slides format, as well as convert Matik-generated content to Google Slides.
- Microsoft PowerPointcoreMicrosoft PowerPoint integration allows Matik to generate and deliver personalized presentations directly in PowerPoint format, as well as convert content to PDF.
Scale indicators19 records
Recent moves6 records
Expansion highlights6 records
Matik competitors and assessment
Company assessmentDirect peers
- Gamma: Gamma is an AI-powered presentation and document generation platform that creates decks, websites, and reports from prompts and data inputs. It directly competes with Matik in the AI-driven content creation category, particularly for teams that want to generate presentations without manual slide assembly.
- Tome: Tome is an AI-native storytelling and presentation tool that turns prompts and documents into polished decks with interactive content. It overlaps with Matik on AI-generated presentations targeting business users, though Tome leans more individual-user/PLG while Matik is enterprise-focused.
- Beautiful.ai: Beautiful.ai is a presentation design platform that automates slide layout and design through smart templates. It competes with Matik in the automated presentation space, primarily serving business teams producing client-facing decks, though it is design-led rather than data-led.
- Plus AI: Plus AI builds AI-powered features for Google Slides and PowerPoint, allowing users to generate and edit presentations directly inside those tools. It overlaps with Matik on AI-generated presentations and competes for the same enterprise buyer.
- Pitch: Pitch is a collaborative presentation software with modern design and presentation workflows for business teams. While not AI-native like Matik, it competes for the same use case of enabling teams to produce client-facing and internal decks more efficiently.
Broad incumbents
- Microsoft (PowerPoint + Copilot): Microsoft PowerPoint, augmented by Microsoft 365 Copilot, embeds native AI-driven content generation, data integration, and email/document automation inside the Office suite. As a broad incumbent with deep enterprise distribution, it is the most significant competitive threat to Matik's standalone category position.
- Google (Slides + Gemini): Google Slides, paired with Gemini in Workspace, is adding native AI generation of presentations, summaries, and visuals. As the default presentation tool for many of Matik's SaaS customers, it represents a major incumbent risk if native AI capabilities become sufficient for enterprise use cases.
- Canva: Canva's Magic Studio adds AI-powered design, presentation generation, and brand management across its broad design platform. It competes with Matik at the presentation and content creation layer but is much broader, targeting marketing and design use cases beyond data-driven CS decks.
Emerging players
- Highspot: Highspot is a sales enablement platform with content management and buyer engagement capabilities, and is a Matik integration partner. It overlaps with Matik in helping sales and CS teams manage and deliver content, though Highspot's core is content management while Matik's is automated generation.
Others
- Showpad: Showpad is a sales enablement and training platform that helps sales and CS teams organize content and coaching. It is thematically adjacent to Matik's sales/CS enablement use case but is not a direct competitor on automated content generation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Matik social profiles
Digital presenceMatik compliance and trust
Trust signalCompliance2 records
Matik financial estimates
Financial estimateRevenue estimate
Valuation estimate
Matik leadership team
Management profileNumber of profiles
Profiles3 records
Matik funding detail
Funding detailFunding overview
Funding rounds2 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Matik M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Matik
What does Matik do?
Matik is an AI-powered data-driven content automation platform that connects directly to live data sources (CRMs, BI tools, data warehouses, spreadsheets, and apps) to automatically generate personalized presentations, documents, reports, PDFs, and emails. The platform uses AI, conditional if-then logic, and guardrails to automate content personalization at scale for B2B customer success, sales, operations, analytics, and finance teams. It is sold as a SaaS subscription with custom quote-based annual enterprise pricing.
Is Matik a public or private company?
Matik is a private company. It is classified as venture growth investor backed and is currently operating.
When was Matik founded?
Matik was founded in 2019. It employs 11 to 50 people.
Where is Matik based?
Matik is headquartered in San Francisco, United States, in the North America region.
How does Matik make money?
One revenue line is on record: saaS Subscription.
Who are Matik's main competitors?
Direct peers on record are Gamma, Tome, Beautiful.ai, Plus AI and Pitch. Broad incumbents are Microsoft (PowerPoint + Copilot), Google (Slides + Gemini) and Canva. Highspot is listed as an emerging player. Showpad is listed as an others.
Does Matik have an API?
Yes. Matik offers a REST API for data source integration, allowing users to connect various data sources including BI tools, CRMs, data warehouses, apps, and spreadsheets. The API enables developers to build integrations and automate content generation workflows. Developer documentation is at www.matik.io/data-sources#restapi.
What industry is Matik in?
Matik's product category is Content Automation Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites, with a secondary code of HDAEAHAC, Intelligent Document Processing (IDP) & OCR Automation. Its NAICS code is 5132 and its SIC code is 7372.