Louisa AI

What Louisa AI does

Louisa AI is an enterprise SaaS platform that uses AI to surface cross-sell, origination, and business-development opportunities inside relationship-driven professional services firms. The company's core products — Louisa for Revenue (the flagship), Louisa for CRM, and Louisa Connects — read email, calendar, and LinkedIn metadata to build firm-specific relationship graphs, then match those graphs against breaking news, market signals, and CRM data to deliver a daily brief of named opportunities tied to specific colleagues with warm paths. Louisa for CRM provides automated entity resolution and CRM enrichment across Salesforce, Microsoft Dynamics 365, DealCloud, and Backstop Solutions, while Louisa Connects extends mapping to alumni and partner networks. The platform's architecture includes an MCP (Model Context Protocol) layer for AI-agent functionality and supports capabilities across knowledge retrieval, recommendation, anomaly detection, process automation, and predictive analytics.

Louisa was conceptualized in 2017 and built inside Goldman Sachs from 2018 as part of GS Accelerate's inaugural cohort; it was spun out as an independent company in 2023 and is incorporated as LouisaOpCo LLC in Delaware, with operations in New York, London, and Mumbai. The company raised a $5 million seed round in March 2024 from Goldman Sachs, Insight Partners, Oxford University's investment arms, and several other VCs, and acquired Weavit Networks and partnered with Revmo in October 2023 to extend its network-mapping capability. Louisa is SOC 2 Type II, GDPR, and CCPA compliant.

Louisa sells exclusively through a consultative enterprise field-sales motion targeting investment banks, private capital firms, law firms, and management consulting firms, with annual subscription contracts, a 4-week implementation, and a 60-day proof of value on the customer's own data. Founder and CEO Rohan Doctor is a former 17-year Goldman Sachs Managing Director, and the CTO Mahesh Srivastava is ex-Goldman.

Name

Louisa AI

Legal name

LouisaOpCo LLC

Website

https://louisa.ai

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

51–100 employees

Short description

Louisa AI is an enterprise SaaS platform that uses AI-driven relationship graphs to surface cross-sell and origination opportunities for investment banks, private capital firms, law firms, and management consultancies. Founded inside Goldman Sachs and spun out in 2023, it sells via annual subscriptions with a 4-week implementation.

Ownership category

akta.pro rank

Product category

AI Sales Enablement Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

akta.pro secondary industry

Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH)

Keywords

• AI sales enablement
• Relationship intelligence
• CRM enrichment software
• Cross-sell analytics
• Enterprise SaaS platform

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Enterprise SaaS Subscription: Louisa operates as an enterprise SaaS platform with subscription-based pricing. The platform is sold to relationship-driven firms (investment banks, PE firms, law firms, consulting firms) on an annual contract basis. Revenue is generated through recurring subscriptions with implementation and onboarding services included.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Louisa AI is an enterprise SaaS sales enablement platform that maps a firm's internal expertise and external relationships and ties them to real-time news and market signals to surface cross-sell and origination opportunities. The platform reads email, calendar, and LinkedIn metadata to build a firm-specific relationship graph, automatically enriches CRM data through entity resolution, and delivers daily briefs of warm-path opportunities tied to the colleague who can open the door.

Product overview

Louisa AI is a sales enablement platform that helps relationship-driven firms (investment banks, private capital, consulting firms, law firms) surface cross-sell and origination opportunities by mapping internal expertise and relationships. The platform consists of three core products: Louisa for Revenue (the flagship) delivers daily briefs of opportunities tied to warm internal paths; Louisa for CRM enriches and maintains CRM data automatically; and Louisa Connects extends networks through alumni and partner mapping. The architecture includes MCP (Model Context Protocol) for AI agent functionality. The platform was originally built inside Goldman Sachs in 2018 and spun out as an independent company in 2023.

Differentiator

Problem solved

Functional benefit

Brands

• Louisa for CRM: CRM enrichment and cleaning solution that automatically keeps CRM data current and clean
• Louisa for Revenue
• Louisa Connects
• MCP

Products and services

• Louisa for Revenue The flagship daily brief of cross-sell and origination opportunities that relationship-driven firms would otherwise miss. Each opportunity is tied to the colleague at the firm who already has the warm path in, with real names and dollar-quantified opportunities. Targeted at investment banking, private capital, asset management, and consulting firms.
• Louisa for CRM CRM enrichment product that automatically cleans and keeps CRM data current through entity resolution, duplicate detection, and live updates. Integrates with Salesforce, Microsoft Dynamics 365, DealCloud, and Backstop Solutions using read-only, metadata-only access. For firms whose partners do not keep CRM records up to date.
• Louisa Connects Network mapping product that extends the firm by automatically mapping alumni and partner networks, including personal contact networks acquired from Weavit. Visualizes warm paths within two hops and enables employees to leverage personal networks within a corporate context. For firms seeking to convert alumni and partner networks into commercial pipeline.

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability7 records

Feature6 records

Partnerships

Two partnerships are on record, tiered core.

• RevmocoreTechnology or Integration · 28 October 2023Strategic partnership and integration announced October 28, 2023. Revmo adds capability to suggest potential connections based on historical overlaps in careers, education, board positions, social circles, and geographic locations. Both founders are ex-Goldman colleagues. Integration enhances Louisa's ability to uncover hidden networks and warm introductions.
• Weavit NetworkscoreOthers · 4 October 2023Acquisition completed October 4th, 2023. Weavit specializes in personal contact network management, enabling employees to share personal contacts with work colleagues in an anonymized manner. First use case focuses on empowering new joiners to leverage personal networks. Acquisition expands Louisa's vision of bringing personal networks into the corporate world.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Emerging players

• Tactic: Revenue operations and customer intelligence platform that maps relationships across deals and accounts. Adjacent competitor targeting B2B sales teams with relationship-driven workflows, with growing overlap to mid-market financial services.
• Visible.vc: Investor relationship management platform for venture and private capital with portfolio updates and LP communications. Adjacent to Louisa's Private Capital segment, where LP and portfolio relationship mapping is a core use case.
• 4cast.ai: AI-driven sales intelligence for financial services, focused on CRM enrichment and contact intelligence for banking and capital markets. Overlaps with Louisa for CRM enrichment and signal-driven origination workflows.

Broad incumbents

• Salesforce Einstein / Slack GPT: AI features embedded in the dominant CRM platform used by Louisa's target customers. As Salesforce layers in relationship intelligence and AI agents, it competes with Louisa's CRM enrichment and revenue-intelligence modules from a position of deep installed base.
• Microsoft Dynamics 365 Copilot for Sales: Microsoft's AI assistant for Dynamics 365 Sales that provides relationship summaries, meeting prep and CRM enrichment. A direct competitive threat to Louisa's CRM enrichment value proposition within Microsoft-stacked enterprises.
• LinkedIn Sales Navigator: Microsoft-owned sales intelligence platform with deep relationship data and AI-assisted prospecting. Broader incumbent with overlapping capabilities but general-purpose rather than specialized for banker/PE workflows.

Direct peers

• Hightower Advisors (Tamarac/2ndOrder): Wealth management and advisor CRM with relationship intelligence overlays for client and prospect mapping. Comparable to Louisa in using metadata and network data to surface warm paths within advisory firms.
• Introhive: Relationship intelligence and CRM data enrichment platform serving professional services, financial services and B2B enterprises. Closely aligned with Louisa's auto-enrichment of Salesforce/Dynamics and surfacing of hidden relationships.
• RelSci (Relationship Science): Enterprise relationship mapping and influence-graph analytics for financial services, law firms and corporations. Competes head-to-head with Louisa on surfacing warm paths to prospects via board, employment and giving networks.
• Affinity: Relationship intelligence platform purpose-built for dealmakers in private capital, venture and banking. Most direct comparable to Louisa — same target buyers, same relationship-graph approach, same CRM enrichment wedge.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/LouisaConnects
• YouTubeyoutube.com/@LouisaConnects
• Facebookfacebook.com/profile.php?id=61553409128227
• LinkedInlinkedin.com/company/louisaai
• Instagraminstagram.com/louisa.ai

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds2 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Louisa AI