Disco
Disco operates an AI-powered commerce media platform that monetizes post-purchase and broader commerce touchpoints across 160M+ shoppers, serving eCommerce publishers, DTC advertisers, B2B2C SaaS platforms, and retail media networks.
- Company typePrivate
- Founded2022
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Disco does
Disco (legal entity: Disco Technology Inc.) operates an AI-powered commerce media platform that monetizes consumer touchpoints across the post-purchase funnel and broader eCommerce surfaces. Founded in 2022 and headquartered in San Francisco, Disco matches 160M+ logged-in shoppers with 1,000+ premium advertisers using deterministic, first-party purchase data — explicitly built for a post-cookie world with no reliance on third-party cookies, fingerprinting, or personally identifiable information. The platform is anchored by OffersAI, a proprietary intelligence engine combining ML ranking (recently migrated to a transformer-based architecture in v4.0) with LLM-based personalization from Anthropic and OpenAI, processing 10B+ signals monthly against $80B+ in cart-level transaction data and 1.6M indexed SKUs.
Disco's product portfolio spans four surfaces: DiscoOffers monetizes publisher touchpoints (thank you pages, order tracking, checkout, email, SMS, consumer apps) via revenue share; DiscoAdvertise gives advertisers outcome-based access (CPA, CPC, or CPE) with 100% share of voice at the moment of purchase; DiscoBeat is a headless commerce media API enabling B2B2C SaaS platforms (Narvar, Seel, Klaviyo) to white-label monetization to their merchants under their own brand; and DiscoMix backfills enterprise retail media networks with 218+ non-endemic advertisers. Distribution combines a self-serve Shopify app store motion (one-click install, ~24 hours to live campaign) for SMB and mid-market brands with an enterprise field-sales motion for $50K+/month spend advertisers and platform partners.
Disco's business model is multi-sided and outcome-aligned: publishers pay nothing upfront and earn revenue per transaction (RPT ranges from $0.05/order tracking to $0.25/thank-you-page load); advertisers pay only for conversions with no wasted impressions; platforms earn revenue share from their merchants' offer engagement; and retail media networks share incremental yield from Disco's non-endemic demand. The company has raised approximately $25.8M in disclosed funding, including a $20M Series A in March 2022 led by Felicis Ventures (with Bessemer, Shopify, Indicator, Not Boring, RiverPark, Sugar Capital, and Vibe VC participating). As of April 2026, Disco reported 137% year-over-year gross revenue growth and 1,000%+ growth in supply inventory, supported by named advertiser outcomes including 5x–7x ROAS (Caraway, Billy Reid) and +107% revenue lift when non-endemic demand is added via DiscoMix.
Disco firmographics
Firmographics- Name
- Disco
- Legal name
- Disco Technology Inc.
- Website
- https://disconetwork.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Disco operates an AI-powered commerce media platform that monetizes post-purchase and broader commerce touchpoints across 160M+ shoppers, serving eCommerce publishers, DTC advertisers, B2B2C SaaS platforms, and retail media networks.
- Ownership category
- akta.pro rank
Disco industry classification
Industry- Product category
- Commerce Media Platform
- NAICS
- Advertising Agencies (541810), Advertising Agencies (54181)
- SIC
- Services-Advertising Agencies (7311)
- akta.pro primary industry
- Direct Response & Database Marketing (Mailing Lists, Data Hygiene) (MPAAAIAK)
Keywords
Where Disco is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
Disco business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Publisher Revenue Share (DiscoOffers): Publishers (e-commerce brands) earn revenue when shoppers engage with offers from advertisers on their post-purchase surfaces. Revenue per transaction (RPT) varies by surface: Thank You Page $0.25/load, Order Tracking $0.05/load, Email $0.10/load, SMS $0.12/load, Consumer Apps $0.15/load, Pre-Purchase $0.10/load. Pure incremental profit model with no upfront costs.
- Advertiser Spend (CPA/CPC/CPE): Advertisers pay only for outcomes - CPA (cost per acquisition), CPC (cost per click), or CPE (cost per engagement). No impressions billing. 100% share of voice to the advertiser during the offer moment. 1,000+ premium DTC and enterprise brands advertise across the network.
- Platform Licensing (DiscoBeat): SaaS platforms integrate DiscoBeat to white-label commerce media to their merchants. Platforms earn revenue share from their merchants' offer engagement. Zero upfront cost with revenue share model. Launch timeline approximately 4 weeks to go live.
- Non-Endemic Demand (DiscoMix): Retail media networks backfill direct-sold inventory with non-endemic demand from Disco's marketplace. Dynamic bidding maximizes yield for publishers. Average RPT lift of +107% when non-endemic is added. 218+ non-endemic advertisers available.
- Series A Funding: Disco raised $20 million Series A funding led by Felicis Ventures, with participation from several other investors, to enhance platform capabilities, expand team, and develop product suite.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | DiscoOffers for Publishers - Free with Revenue Share |
| Outcome Based/ Performance | Pay-as-you-go | Disco Advertiser - Outcome-Based Pricing |
| Transaction based/ take rate | Pay-as-you-go | DiscoBeat for SaaS Platforms - Enterprise |
| Transaction based/ take rate | Pay-as-you-go | DiscoMix for Retail Media Networks - Enterprise |
Go-to-market motion4 records
Distribution channels5 records
Marketing channels7 records
Disco product offering
Product offeringCore offering
Disco operates an AI-driven commerce media platform that enables eCommerce brands (publishers) to monetize post-purchase and other consumer touchpoints via personalized offers from complementary advertisers, while letting advertisers reach 160M+ verified shoppers with outcome-based pricing. The platform extends into B2B2C SaaS (DiscoBeat) and retail media networks (DiscoMix), all powered by the OffersAI intelligence engine that uses ML ranking and LLMs over deterministic purchase data.
Product overview
Disco is a commerce media platform with a modular architecture centered on OffersAI, its proprietary AI intelligence engine. The core platform comprises DiscoOffers (monetization for publishers) and DiscoAdvertise (customer acquisition for advertisers), both powered by OffersAI. Enterprise add-ons include DiscoBeat (headless API for B2B2C SaaS platforms to white-label monetization) and DiscoMix (retail media network solution for non-endemic demand). The platform serves 160M+ logged-in shoppers across 800+ premium publisher surfaces, matching them with 1,000+ advertisers using real purchase data and ML ranking.
Differentiator
Problem solved
Functional benefit
Brands
- DiscoBeat: Headless commerce media API for SaaS platforms that enables monetization of customer touchpoints for merchants on the platform.
- DiscoMix
- OffersAI
Products and services
- OffersAI The AI intelligence engine powering Disco's commerce media platform. Uses ML ranking models and LLMs from Anthropic and OpenAI to match 160M+ logged-in shoppers with 1,000+ premium advertisers using cross-brand purchase data, cart-level signals, and behavioral patterns. Powers relevance scoring, dynamic bidding, generative messaging, and contextual offer depth.
- DiscoOffers AI-powered offer monetization platform for eCommerce publishers. Displays curated brand offers across thank-you pages, order tracking, checkout, email, SMS, and consumer apps using native formatting that matches publisher branding. Publishers earn revenue per transaction with no upfront costs.
- DiscoAdvertise Post-purchase advertising platform enabling brands to reach 160M+ verified high-intent shoppers with 100% share of voice. Advertisers pay only for outcomes (CPA, CPC, or CPE) with AI-optimized campaigns and dynamic bidding across 8 surfaces.
- DiscoBeat Headless commerce media API for B2B2C SaaS platforms. One integration gives every merchant on a platform a monetization layer under the platform's own brand. Includes Offers API, Publisher API, and Reporting API with white-labeled dashboards. Powers 18,750+ endpoints across platform partners such as Narvar, Seel, and Klaviyo.
- DiscoMix Enterprise product for retail media networks to monetize non-endemic advertising demand. Backfills direct-sold inventory with premium non-endemic advertisers across categories including travel, insurance, FinTech, streaming, auto, telecom, health, education, real estate, SaaS, gaming, and fitness. Uses AI-optimized unified auction to maximize yield.
Quantifiable outcome
- 137% year-over-year gross revenue growth in April 2026
- +9 more outcomes
Companies that use Disco
Customer profileNamed customers18 records
Segments5 records
Ideal customer profiles4 records
Disco technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration19 records
AI capability7 records
Feature9 records
Disco partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core, major and supporting.
- MindbodycoreMindbody partnered with Disco to enhance personalized discovery within its app, catering to growing demand for wellness services. Integration drives personalized offers to Mindbody's wellness-focused consumer base during the holiday season when beauty and health spending surged 42% YoY.
- GopuffcoreGopuff integrated with Disco for consumer app monetization. DiscoMix is used by Gopuff as a retail media network to monetize non-endemic advertising demand across their quick commerce platform.
- ShopifycoreNative Shopify app store integration. One-click install for Shopify merchants, no code required. Automatic order data and conversion tracking. Shopify Checkout Extension v2.1 with 34% reduced JS bundle size.
- NarvarcoreNarvar integrated DiscoBeat to monetize order tracking surfaces. Narvar's platform powers millions of order tracking moments monthly, now generating revenue via Disco's commerce media network.
- SeelcoreSeel integrated DiscoBeat to monetize returns and protection touchpoints. One of the platform partners enabling 18,750+ merchant endpoints across the DiscoBeat network.
- KlaviyomajorKlaviyo integration for email surface monetization. Disco offers render in Klaviyo-triggered emails including post-purchase, shipping updates, review requests, and winback campaigns.
- PostScriptmajorPostScript integration for SMS surface monetization. 98% open rate SMS delivers personalized offer links directly to shoppers' phones.
- AttentivemajorAttentive integration for SMS monetization. Enables personalized offer delivery via Attentive's text messaging platform.
- impact.commajorMeasurement and attribution partner. Full transparency on every conversion with impact.com integration for partnership commerce measurement.
- RockerboxmajorMeasurement and attribution partner. Multi-touch attribution integration for verifying incremental revenue from Disco campaigns.
- NorthbeammajorMeasurement and attribution partner. Multi-touch attribution platform integration for complete picture of incremental revenue.
- KoddimajorDynamic bidding technology partner. Koddi powers real-time bid optimization across every surface. ML optimizes bids with every impression.
- AWSsupportingCloud infrastructure provider for Disco's platform. Part of partner ecosystem listed in developer documentation.
- VercelsupportingFrontend deployment platform. Part of partner ecosystem listed in developer documentation.
Scale indicators20 records
Recent moves6 records
Expansion highlights6 records
Disco competitors and assessment
Company assessmentDirect peers
- Rokt: Rokt is the closest direct competitor, operating a commerce media platform that monetizes post-transaction moments with personalized offers from third-party advertisers. Disco and Rokt both focus on post-purchase offer placement for eCommerce brands.
- Listrak: Listrak is a digital marketing platform specializing in email, SMS, and personalization for retail brands. It competes with Disco for retail post-purchase touchpoint monetization and integrates with similar commerce platforms.
- Yotpo: Yotpo provides a suite of DTC marketing solutions including reviews, SMS, email, and subscriptions for eCommerce brands. It serves overlapping customer segments and adjacent use cases in post-purchase engagement and audience monetization.
- Kevel: Kevel offers ad serving APIs that allow retailers and platforms to build custom, native ad experiences. DiscoBeat is conceptually similar, providing headless commerce media APIs that let platforms white-label ad monetization to their merchants.
- Attentive: Attentive is a leading SMS marketing platform for retail and DTC brands. While Attentive is also a Disco platform partner (integrated via DiscoBeat), it competes in adjacent SMS-based commerce media monetization for the same customer base.
- Klaviyo: Klaviyo is a dominant email and SMS marketing automation platform for eCommerce. It is both a Disco platform partner (integrated via DiscoBeat for email surface monetization) and an adjacent competitor in personalized retail marketing.
- Postscript: Postscript is an SMS marketing platform purpose-built for Shopify brands. Like Attentive, it serves as both a Disco platform partner for SMS monetization and a competitor for post-purchase messaging budgets.
- CitrusAd: CitrusAd is a retail media platform that powers white-label on-site advertising for grocery and retail media networks. It is conceptually similar to DiscoMix, providing retail media networks with sponsored product placements and demand-side capabilities.
Broad incumbents
- Criteo: Criteo is a large, publicly traded commerce media platform serving retailers and brands with retargeting and personalized advertising across the shopper journey. It overlaps with Disco's advertiser offering but operates at much greater scale and breadth.
- LiveRamp: LiveRamp is a large data connectivity and identity resolution platform used across the advertising ecosystem. It addresses overlapping data infrastructure needs but at a broader enterprise level rather than Disco's commerce media specialization.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Disco social profiles
Digital presenceDisco compliance and trust
Trust signalCompliance2 records
Disco financial estimates
Financial estimateRevenue estimate
Valuation estimate
Disco leadership team
Management profileNumber of profiles
Profiles5 records
Disco funding detail
Funding detailFunding overview
Funding rounds4 records
Investors12 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Disco 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 Disco
What does Disco do?
Disco operates an AI-driven commerce media platform that enables eCommerce brands (publishers) to monetize post-purchase and other consumer touchpoints via personalized offers from complementary advertisers, while letting advertisers reach 160M+ verified shoppers with outcome-based pricing. The platform extends into B2B2C SaaS (DiscoBeat) and retail media networks (DiscoMix), all powered by the OffersAI intelligence engine that uses ML ranking and LLMs over deterministic purchase data.
Is Disco a public or private company?
Disco is a private company. It is classified as venture growth investor backed and is currently operating.
When was Disco founded?
Disco was founded in 2022. It employs 11 to 50 people.
Where is Disco based?
Disco is headquartered in San Francisco, United States, in the North America region.
How does Disco make money?
Five revenue lines are on record. Publisher Revenue Share (DiscoOffers) is the primary driver. The others are advertiser Spend (CPA/CPC/CPE), platform Licensing (DiscoBeat), non-Endemic Demand (DiscoMix) and series A Funding.
Who are Disco's main competitors?
Direct peers on record are Rokt, Listrak, Yotpo, Kevel, Attentive, Klaviyo, Postscript and CitrusAd. Broad incumbents are Criteo and LiveRamp.
Does Disco have an API?
Yes. Disco offers multiple APIs: DiscoBeat Channel API (full API reference for channel partners including authentication, publisher management, category configuration, exclusions, reporting), Event API (POST conversion events for server-side tracking), Offers API (serve, rank, and display offers on any surface), Publisher API (manage publishers, surfaces, rev share, blocklists, and formats), and Reporting API (pull performance data). Also offers WebSDK for client-side integration and webhooks. Supports GET (postback) and POST (server-side) requests. Authenticated via account_id. Endpoint: https://partners.disconetwork.com/advertiser/events/. Default rate limit increased to 10K requests per minute. Sandbox environment available. Developer documentation is at docs.disconetwork.com/docs/introduction.
What industry is Disco in?
Disco's product category is Commerce Media Platform. Its primary akta.pro industry code is MPAAAIAK, Direct Response & Database Marketing (Mailing Lists, Data Hygiene). Its NAICS code is 541810 and its SIC code is 7311.