Fathom.ai is a free AI meeting assistant that records, transcribes, and summarizes calls on Zoom, Google Meet, and Microsoft Teams. The company was founded in 2020 by Richard White, a computer science engineer who previously co-built UserVoice over roughly 12 years, scaling it to $10 million in revenue before transitioning out in 2019. Fathom has grown from $100K ARR in 2022 to $1M in 2023, $10M in 2024, and $30M in 2025, a trajectory White describes as "zero to one, one to 10, and 10 to 30 in the first three years of monetization." The company has raised $30 million total across three rounds, including a $10M seed in 2021, a $3M seed in 2023, and a $17M Series A in 2024 at a $73M valuation. The team has grown to 100 people. Average revenue per customer is approximately $25 per seat with an average of 8 to 10 seats, putting the typical account around $200 per month. The single most distinctive strategic fact is that Fathom gave its core product away for free even while losing $50 per user per month in its early years, betting that transcription costs would fall to near zero. That bet proved correct, and the free individual tier became the distribution engine for a paid team product, allowing Fathom to reach hundreds of thousands of daily users and $30M ARR while raising far less capital than any of its major competitors.

Mobile First Company is a holding company that built a tool called Allo, a dialer for sales teams. It focuses on providing consumer-like software solutions for smaller companies, particularly in the telecom sector.

SubMagic is a France-based AI video tool that enables creators to produce viral short-form content, including AI-generated captions and clip extraction from long-form video. The company was founded in May 2023 by David Zitoun and his co-founder, and is headquartered in France with most of its revenue coming from the United States. Zitoun serves as Co-Founder and CEO and runs the company with a team of 13 people. SubMagic reached $1M ARR exactly three months after acquiring its first customer in May 2023, hitting that milestone on August 1, 2023. By June 2025, the company had grown to $8M ARR, fully bootstrapped with no outside funding. The company sees between 5,000 and 10,000 new signups per day, converted roughly 2,500 new paid customers in its most recent month, and carries a monthly logo churn rate of approximately 15%. Its affiliate program, which pays 30% of lifetime customer value, accounts for more than 10,000 active affiliates and directly drives 20% of total revenue. The single most striking strategic fact is that SubMagic scaled from zero to $8M ARR in two years with 13 employees, generating roughly $700,000 of revenue per employee, by combining precise timing with the short-form content boom, a generous affiliate program launched within 30 days of its first customer, and a relentless focus on a three-click product experience rather than paid acquisition.

FlipCX, formerly RedRoute and now operating as Flip, is a verticalized AI voice agent platform that automates inbound customer service calls for large consumer businesses. The company is co-founded and led by Brian Schiff and Sam, who met as freshmen at Cornell University in 2015 and launched the business in its current form in 2018 after pivoting away from a ride-sharing app they had built across Upstate New York campuses. As of early 2026, FlipCX has crossed 250 customers, automated 300 million phone calls to date, and is generating revenue well north of $12.5 million ARR on a run rate basis, with the company confirming it is solidly into eight figures. The business has grown at roughly 3x year-over-year for the past several years. FlipCX raised an $8.5 million seed round in late 2021 and closed a $20 million Series A in January 2026 at a valuation of approximately $100 million. The company carries 75 to 78 percent gross margins and has at least one customer paying over $1 million per year, with ACVs ranging from $50,000 to $500,000. The single most important strategic fact is FlipCX's deliberate verticalization strategy: rather than building a generic horizontal AI platform, the company goes deep in transportation, retail e-commerce, and healthcare urgent care, where 95 percent of any new customer's needed workflows are already built into the platform out of the box, enabling fast onboarding and compounding network effects within tight industry networks where trust is the primary growth currency.

Arcads.ai is an AI-powered ad creation platform that enables brands to generate video ads using AI actors, eliminating the need for traditional UGC creators. The company was co-founded by Romain Torres and Dylan, who previously operated a seven-figure weight loss mobile app and recognized that AI would transform paid advertising creative production. They sold that app and launched Arcads in January 2024. The company reached $5,000 in monthly recurring revenue within its first week, broke $1 million in ARR by June 2024, scaled to $6 million ARR by May 2025 with a team of five, and reached $10 million ARR by November 2025 with a team of eight. As of 2026, revenue stands at $15 million. The company is fully bootstrapped with no outside funding, operates at what Torres describes as very healthy profit margins, and serves 6,000 paying customers, some of whom pay over $100,000 per year. The single most striking strategic fact is that Arcads uses its own product to run its paid advertising, creating a direct feedback loop between marketing spend and product development. Torres and his co-founder split responsibilities cleanly, with Torres owning all marketing and sales and Dylan owning product, and the company has scaled to $1 million in revenue per employee while building an internal army of roughly 100 AI agents in Gumloop to automate growth tasks including competitor ad monitoring, influencer sourcing, and content generation.