Lative is an AI‑native GTM planning and decision intelligence platform that unifies marketing, sales, and finance data into a single live model. By continuously ingesting real‑time signals from CRM, HRIS, and marketing tools, it provides up‑to‑date capacity, pipeline, and performance insights, enabling revenue teams to run scenario simulations, generate AI‑driven executive narratives, and keep plans aligned with actual execution.
Funding
$2.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
3OECFounders
Product
Problem
Revenue teams often operate with disconnected data sources—marketing optimizes campaigns without sales capacity insight, while sales plans headcount without real-time pipeline signals. This siloed approach forces manual data aggregation from CRM, marketing, and finance systems, leading to outdated plans, misaligned assumptions, and missed revenue targets.
Solution
Lative provides an AI-native GTM planning and decision intelligence platform that unifies marketing intelligence, sales execution, and financial data into a single live model. The platform continuously ingests real-time signals from CRM, HRIS, and marketing tools, updating capacity, productivity, and pipeline metrics automatically. AI-generated executive narratives and full‑funnel performance dashboards translate complex data into actionable insights for both marketing and sales leaders. Users can run “what‑if” simulations to model headcount, productivity, and quota changes, ensuring plans stay aligned with actual market conditions. Real‑time execution tracking links plans to outcomes, allowing teams to proactively adjust tactics and maintain forecast accuracy.
Target Audience
Primary customers are revenue leaders—VPs of Sales, Marketing, and Finance—along with sales operations and GTM planning teams in mid‑size to enterprise organizations that require synchronized planning and execution across the revenue stack.
Features
- Live capacity and productivity models that combine top‑down revenue targets with bottom‑up operational data
- AI‑generated executive summaries and board‑ready narratives produced in seconds
- Full‑funnel performance scorecards, conversion funnels, and campaign optimization views replacing static spreadsheets
- Integrated pipeline and attribution tracking with finance‑approved models to quantify marketing’s revenue impact
- Real‑time sales visibility dashboards showing quota attainment, pipeline health, and coverage across regions and territories
- Scenario‑based simulations for hiring, attrition, and strategic initiatives to predict revenue outcomes before implementation
- Seamless data integration with CRM, HRIS, finance systems, and data warehouses for continuous model updates
- Execution monitoring tools that flag gaps between plan and actual performance, enabling rapid corrective actions