What DataBlick does

DataBlick is a San Francisco-based, privately held boutique consulting firm and emerging product company in the data visualization and decision intelligence space. Founded in 2014 (with a firmographic record indicating 2008), the company historically generated revenue through Tableau and Alteryx dashboard development services delivered to enterprise clients. In recent years, DataBlick has shifted strategic emphasis toward a product-led model, with its flagship LivingBrief platform positioned as the firm's growth engine going forward. The company is small, with firmographic headcount reported in the 11-50 range, and operates a minimal web presence on Squarespace with email-based lead capture and no disclosed customer logos, social channels, or paid marketing.

LivingBrief is described as a Visual Meeting Intelligence platform built on Tableau and integrated with Salesforce. The product is designed for use during meetings rather than before or after, with three combined capabilities: (1) real-time verification of spoken claims against connected live data sources, (2) visual mapping of the conversation's argument structure as it evolves, and (3) generation of a persistent decision artifact recording what was decided, what data supported it, and what remains open. The company has also developed ConvoFlow, a guided couples dialogue application that applies the LivingBrief framework combined with Salesforce's Agentforce AI, the Tableau Embedding API for conflict visualizations, and AssemblyAI for speech transcription. A third product, CommonGround, appears in the company's navigation without disclosed detail. The technology stack positions DataBlick as an integrator on top of incumbent platforms rather than a standalone infrastructure provider.

Commercially, DataBlick has historically earned revenue through professional services engagements, with no disclosed revenue figures, billing rates, or contract values in the source data. The LivingBrief product is positioned for a premium enterprise subscription model but is pre-launch (targeted for 2026) and is being qualified through a one-email "notify me" waitlist. Customer segments targeted include senior leaders across strategy, revenue/sales, operations/product, customer success, executive leadership, and data/analytics functions, with use cases spanning QBRs, pricing reviews, root cause analysis, and board reporting. No distribution channel beyond the corporate website and direct email outreach is documented, no funding rounds or institutional investors are disclosed, and no owner or leadership team information is provided in the available material.

Name

DataBlick

Legal name

DataBlick

Website

https://datablick.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

DataBlick is a San Francisco boutique data-visualization consulting firm developing LivingBrief, a Visual Meeting Intelligence platform built on Tableau and Salesforce for in-meeting claim verification and decision mapping, and pivoting toward enterprise subscription products.

Ownership category

akta.pro rank

Product category

Business Intelligence Software

NAICS

Software Publishers (5132), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Management Consulting Services (8742)

akta.pro primary industry

Data Storytelling & Collaborative Analytics (HDAEAMAJ)

akta.pro secondary industry

Data Platforms & Modern Data Stack Services (Lakehouse, DW, MDM) (BPAEAHAC)

Keywords

• Data visualization consulting
• Tableau consulting services
• Alteryx dashboard development
• Visual meeting intelligence
• Business intelligence consulting

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. LivingBrief (Pre-launch): LivingBrief is described as coming in 2026. No specific pricing or revenue model details are disclosed publicly. The product is positioned as a premium tool for enterprise decision-makers.
2. Consulting Services: DataBlick is described as a boutique consulting firm offering Tableau and Alteryx dashboard development services to enterprise clients. This appears to be their historical revenue stream.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

DataBlick is a boutique consulting firm that delivers Tableau and Alteryx dashboard development services for enterprise clients, and is building LivingBrief™, a Visual Meeting Intelligence platform built on Tableau that verifies meeting claims against live data, maps conversations in real time, and produces shareable decision artifacts. Complementary products include ConvoFlow (Salesforce- and Agentforce-powered guided dialogue application) and CommonGround (additional product platform).

Product overview

DataBlick offers a portfolio of products centered on LivingBrief, its Visual Meeting Intelligence platform. LivingBrief is a meeting-focused tool that verifies data claims in real time, structures conversations visually, and produces shareable decision artifacts. LivingBrief serves as the foundational platform powering ConvoFlow, a couples dialogue application that uses Agentforce AI and Tableau visualizations to facilitate conflict resolution conversations. DataBlick also offers CommonGround as an additional product in its portfolio.

Differentiator

Problem solved

Functional benefit

Brands

• LivingBrief: Visual Meeting Intelligence product that verifies claims, maps decisions, and surfaces what matters in real-time during meetings. Built on Tableau. Coming 2026.
• CommonGround
• ConvoFlow

Products and services

• LivingBrief Visual Meeting Intelligence platform built on Tableau that verifies claims against connected live data sources in real time, structures conversations visually, and produces shareable decision artifacts. Targeted at senior enterprise decision-makers across Strategy, Revenue, Operations, Customer Success, Executive Leadership, and Data & Analytics functions.
• ConvoFlow Guided dialogue application that pairs each participant's independent input first, then uses Salesforce for session record storage, Tableau for live conflict and alignment visualization, and Agentforce for dialogue guidance and pattern recognition, producing a persistent LivingBrief session record.
• CommonGround DataBlick product platform referenced in site navigation. No additional functional details, target users, or pricing information are disclosed in the source data.
• DataBlick Consulting Services Boutique consulting offering industry-recognized Tableau and Alteryx talent to help users create dashboards on complex datasets. Targeted at enterprise Tableau and Alteryx customers needing specialized dashboard development and data visualization support.

Quantifiable outcome

• 78% resolution score achieved in ConvoFlow session 3 (up from 28% in session 1)
• +1 more outcomes

Segments6 records

Ideal customer profiles1 record

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

Four partnerships are on record, tiered core and supporting.

• TableaucoreTechnology or IntegrationTableau is the foundational platform for LivingBrief. The product is explicitly 'Built on Tableau' and integrates with Tableau's semantic layer for data visualization and live data connection during meetings.
• SalesforcecoreTechnology or IntegrationSalesforce integration is used for session records, conflict mapping, and Agentforce dialogue intelligence in ConvoFlow. LivingBrief session records are stored in Salesforce, with recurring reminders and pattern flagging powered by Salesforce data.
• AgentforcecoreTechnology or IntegrationAgentforce is Salesforce's AI technology used within ConvoFlow to guide dialogue, reflect back statements, flag patterns, and suggest next questions during couples therapy sessions.
• AssemblyAIsupportingTechnology or IntegrationAssemblyAI provides voice transcription technology used in ConvoFlow sessions for transcribing dialogue during couples therapy sessions.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Fathom: Fathom records and summarizes meetings for free, with CRM sync and highlight reels. It is a direct peer for lightweight meeting intelligence and competes for the same horizontal enterprise segments.
• Fireflies.ai: Fireflies.ai records, transcribes, and analyzes meetings, then surfaces notes, tasks, and conversation analytics. It is a direct competitor in meeting intelligence with overlap on extracting structured outputs from live conversations.
• Avoma: Avoma is an AI meeting assistant for sales and customer-facing teams, providing transcription, summaries, and conversation analytics. It targets overlapping buyer personas (Revenue/Sales Leadership, CS) with LivingBrief.
• Read.ai: Read.ai delivers meeting analytics including engagement, sentiment, and recap dashboards. It overlaps with LivingBrief on producing structured, visual artifacts from live meetings and serving the same enterprise buyer.
• Gong.io: Gong captures and analyzes revenue conversations to surface deal risks, coaching insights, and account context. It directly overlaps with LivingBrief's Revenue & Sales Leadership and Customer Success use cases around deal reviews and renewal defensibility.
• Otter.ai: Otter provides real-time meeting transcription, summaries, and action items for enterprise and individual users. It is a direct peer to LivingBrief in the meeting intelligence category, with overlap on capturing and structuring what happens during meetings.

Broad incumbents

• Zoom AI Companion: Zoom's built-in AI Companion offers meeting summaries, action items, and in-meeting assistance to Zoom's massive enterprise base. As a broad incumbent, it bundles meeting intelligence into a platform DataBlick's product depends on reaching.
• Slalom: Slalom is a large consulting firm with a deep Tableau and data/analytics practice serving enterprise customers. It is a broad incumbent comparable to DataBlick's historical consulting business and a potential competitor for the same Tableau implementation dollars.
• Microsoft Copilot for Teams: Microsoft Copilot generates meeting recaps, action items, and answers inside Teams across the Microsoft 365 install base. As a broad incumbent, it competes directly for the same meeting intelligence budget and is often already licensed.

Regional players

• InterWorks: InterWorks is a Tableau and Alteryx consulting partner offering dashboard development, data strategy, and BI enablement. It overlaps directly with DataBlick's historical consulting service line and competes for the same enterprise Tableau customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/datablick
• Facebookfacebook.com/datablick
• LinkedInlinkedin.com/company/datablick-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 DataBlick