Preset
Preset provides a cloud-based, AI-native business intelligence platform built on Apache Superset, offering managed cloud, private cloud, on-premises, and embedded deployment options. It serves mid-market and enterprise organizations replacing legacy BI tools like Tableau and Looker with self-serve analytics and AI-powered conversational dashboards.
- Company typePrivate
- Founded2018
- HeadquartersSan Mateo, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Preset does
Preset, Inc. is a venture-backed, private SaaS company headquartered in San Francisco that provides a cloud-based, AI-native business intelligence platform built on Apache Superset. The company was founded in 2018 by Maxime Beauchemin, the original creator of Apache Superset, and the Preset team contributes over 75% of all commits to the upstream open-source project. Preset serves organizations seeking to replace legacy BI tools (Tableau, Looker), embed analytics in internal tooling, or expose interactive dashboards inside customer-facing applications. Its product portfolio spans four deployment models — Preset Cloud (fully managed), Managed Private Cloud, Preset Certified Superset (on-premises), and Embedded Dashboards — together with add-on modules including the Preset API, Preset Chatbot (a multi-LLM conversational analytics assistant), Preset MCP (Model Context Protocol integration), and Preset Agent Skills (open-source AI guidance packages).
Under the hood, Preset differentiates on a dataset-centric visualization architecture that delivers fast query performance with only relevant columns surfaced, alongside a drag-and-drop dashboard builder and a SQL IDE. The AI layer, introduced and expanded through 2025, integrates Anthropic, OpenAI, Google Vertex AI, and OpenRouter models behind an enterprise-controlled boundary (data collection disabled), orchestrated by a LangGraph-based autonomous agent with multi-turn checkpointing and 15 guardrail rules. Preset MCP allows external AI clients such as Claude Desktop, Cursor, and Snowflake Cortex Code CLI to discover datasets, execute SQL, and build visualizations against governed Preset workspaces.
Preset monetizes via annual per-seat SaaS subscriptions billed in advance, with a freemium tier for self-serve onboarding and paid enterprise add-ons (MCP, Chatbot, Embedded Dashboards) layered on top. The go-to-market combines product-led growth (free trial via manage.app.preset.io) with enterprise field sales targeting mid-market and large organizations; SOC 2 Type II compliance, SSO, RBAC, and multi-workspace management support the enterprise motion. Customers include Rocket Travel by Agoda, OpenTable, Flywire, and Metamap. To date, Preset has raised approximately $55.67M across multiple rounds, with Andreessen Horowitz and Redpoint Ventures as primary backers.
Preset firmographics
Firmographics- Name
- Preset
- Legal name
- Preset, Inc.
- Website
- https://preset.io
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Preset provides a cloud-based, AI-native business intelligence platform built on Apache Superset, offering managed cloud, private cloud, on-premises, and embedded deployment options. It serves mid-market and enterprise organizations replacing legacy BI tools like Tableau and Looker with self-serve analytics and AI-powered conversational dashboards.
- Ownership category
- akta.pro rank
Preset industry classification
Industry- Product category
- Cloud Business Intelligence
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)
- akta.pro secondary industry
- Private Cloud Platforms (On‑Prem Cloud Stacks) (HDABABAA)
Keywords
Where Preset is headquartered
LocationHeadquarters
- HQ city
- San Mateo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Preset business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription (Professional): Subscription-based business intelligence and data visualization SaaS. Billed annually in advance with per-user pricing. Includes Preset Manager with multi-instance Superset, SSO, RBAC, and SOC 2 compliance.
- AI Feature Add-ons: Additional paid add-ons including MCP (Model Context Protocol) and Chatbot for enterprise customers.
- Embedded Dashboard: Add-on for embedding interactive analytics in custom applications. Includes resell rights to embed in customer-facing apps.
- Free Subscription Tier: Free tier workspace available with more limited functionality. Preset reserves right to delete inactive free workspaces after 6+ consecutive months.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Annual | Professional Subscription - Per-user pricing with full feature access |
| Freemium | Monthly | Free Subscription - Limited functionality tier |
| Subscription | Annual | Enterprise Add-ons - AI features and enhanced capabilities |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels7 records
Preset product offering
Product offeringCore offering
Preset sells an AI-native business intelligence and data visualization platform delivered as a managed cloud service on top of Apache Superset. Its core products are Preset Cloud (fully-managed hosted Superset), Preset Managed Private Cloud, Preset Certified Superset (on-prem deployment), and Preset Embedded Dashboards for embedding analytics in customer apps. It monetizes through per-user SaaS subscriptions, enterprise add-ons for AI features (Preset Chatbot, Preset MCP), and embedded analytics with resell rights, with SOC 2 compliance, SSO, and RBAC bundled for enterprise buyers.
Product overview
Preset is an AI-native business intelligence platform built on Apache Superset, offering a portfolio of deployment options (Preset Cloud, Managed Private Cloud, Preset Certified Superset) alongside add-on modules for embedded analytics (Preset Embedded Dashboards), API access (Preset API), and AI-powered features (Preset Chatbot, Preset MCP, Preset Agent Skills). The core platform provides cloud-hosted, managed, or self-deployed business intelligence with dataset-centric visualization, drag-and-drop dashboards, and SQL IDE. AI features enable conversational analytics, autonomous agent capabilities, and integration with external AI clients via MCP.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Charts and dashboards can migrate to open-source Apache Superset
- +1 more outcomes
Companies that use Preset
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Preset technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability8 records
Feature6 records
Preset partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and supporting.
- SnowflakecoreSnowflake is a cloud data platform for data warehousing, data lakes, and data sharing. Partnership provides integration with Preset's visualization layer.
- DatabrickscoreDatabricks provides a unified analytics platform for data engineering, data science, and machine learning on a lakehouse architecture. Integration enables visualization on Databricks data.
- DremiocoreDremio is an open lakehouse platform providing lightning-fast SQL on Apache Iceberg, S3, and operational databases with zero data movement.
- Google BigQuerycoreGoogle's fully managed, serverless data warehouse for scalable analytics with built-in machine learning. Integration enables Preset visualization on BigQuery data.
- CubecoreCube is a universal semantic layer platform that connects data sources to BI tools with consistent metrics and governance.
- AltinitysupportingAltinity provides enterprise ClickHouse solutions for real-time analytics at scale, offering managed services and support.
- CelerdatasupportingCelerdata offers a real-time analytics platform built on StarRocks for sub-second queries on fresh data.
- MotherDucksupportingMotherDuck is a serverless analytics platform built on DuckDB, enabling fast SQL analytics anywhere.
- StarTreesupportingStarTree provides a fully managed Apache Pinot service for real-time user-facing analytics at massive scale.
- BytecodesupportingBytecode provides expert consulting and development services for data platforms and analytics solutions.
- OSA COMsupportingOpen Source Analytics community fostering collaboration and innovation. Preset collaborates with OSA COM to host OSA CON events.
- Open Semantic InterchangesupportingOpen Semantic Interchange is an open standard for interoperability between semantic layer tools, enabling portable metrics and dimensions. Preset participates in working group.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Preset competitors and assessment
Company assessmentBroad incumbents
- Domo: Cloud BI and data analytics platform with embedded and AI features. Comparable broader incumbent competing on BI plus data integration at mid-market and enterprise.
- Microsoft Power BI: Microsoft's flagship BI product bundled with the Power Platform and Fabric. Broad incumbent competing head-to-head on enterprise BI with deep distribution advantages.
- Tableau: Salesforce-owned market-leading BI and data visualization platform. Directly comparable as a primary replacement target for legacy BI customers, but operates at much larger scale across enterprise.
- Looker: Google Cloud-owned BI platform with a semantic modeling layer. Directly comparable to Preset on enterprise BI and embedded analytics; OpenTable is documented as a Looker-to-Preset migration.
Direct peers
- Mode Analytics: Analytics platform combining SQL editor, dashboards, and collaborative reporting. Comparable as a modern BI alternative for analyst-heavy teams considering Tableau/Looker replacements.
- ThoughtSpot: AI-powered analytics platform with natural language search and embedded analytics. Comparable on AI-driven BI and the agentic-analytics positioning Preset is pursuing.
- Metabase: Open-source BI and analytics platform offering self-serve dashboards and a paid cloud/enterprise tier. Closest direct competitor to Preset on open-source BI, hosted SaaS, and price-sensitive mid-market.
- Sigma Computing: Cloud-native BI platform with spreadsheet-style interface and embedded analytics. Comparable on cloud-native BI for internal and customer-facing analytics use cases.
Emerging players
- Hex: Collaborative data workspace for analytics, notebooks, and data apps. Emerging player in modern BI/analytics for analyst-heavy teams and adjacent to Preset's target use cases.
Others
- Apache Superset: Open-source data exploration and visualization project that Preset is built on and contributes 75%+ of commits to. Functions as both Preset's foundation and a free substitute that constrains Preset's pricing.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Preset social profiles
Digital presencePreset compliance and trust
Trust signalCompliance1 record
Preset financial estimates
Financial estimateRevenue estimate
Valuation estimate
Preset leadership team
Management profileNumber of profiles
Profiles2 records
Preset funding detail
Funding detailFunding overview
Funding rounds4 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Preset 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 Preset
What does Preset do?
Preset sells an AI-native business intelligence and data visualization platform delivered as a managed cloud service on top of Apache Superset. Its core products are Preset Cloud (fully-managed hosted Superset), Preset Managed Private Cloud, Preset Certified Superset (on-prem deployment), and Preset Embedded Dashboards for embedding analytics in customer apps. It monetizes through per-user SaaS subscriptions, enterprise add-ons for AI features (Preset Chatbot, Preset MCP), and embedded analytics with resell rights, with SOC 2 compliance, SSO, and RBAC bundled for enterprise buyers.
Is Preset a public or private company?
Preset is a private company. It is classified as venture growth investor backed and is currently operating.
When was Preset founded?
Preset was founded in 2018. It employs 51 to 100 people.
Where is Preset based?
Preset is headquartered in San Mateo, United States, in the North America region.
How does Preset make money?
Four revenue lines are on record. SaaS Subscription (Professional) is the primary driver. The others are AI Feature Add-ons, embedded Dashboard and free Subscription Tier.
Who are Preset's main competitors?
Broad incumbents on record are Domo, Microsoft Power BI, Tableau and Looker. Direct peers are Mode Analytics, ThoughtSpot, Metabase and Sigma Computing. Hex is listed as an emerging player. Apache Superset is listed as an others.
Does Preset have an API?
Yes. Preset offers an API for managing workspaces as code, enabling workspace management, dashboard and chart operations, SQL execution, dataset management, embedding, guest tokens, row-level security, and roles and permissions. The API is accessible via the Preset API product page and documentation. Developer documentation is at docs.preset.io.
What industry is Preset in?
Preset's product category is Cloud Business Intelligence. Its primary akta.pro industry code is HDAEANAJ, AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs), with a secondary code of HDABABAA, Private Cloud Platforms (On‑Prem Cloud Stacks). Its NAICS code is 5132 and its SIC code is 7372.