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Chronicles

The story behind the story

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New York-based Actively, which offers AI sales agents for account management, raised a $45M Series B co-led by TCV and First Harmonic at a $250M valuation

Forbes Sofia Chierchio

Context & Ripple Effects

Actively’s financing follows related coverage of 11x.ai raising for AI sales representatives, placing it in an emerging market for agentic tools aimed at revenue teams rather than general-purpose AI.

The surrounding coverage also shows AI agents being funded for customer engagement and insurance back-office work. Actively adds account management to that widening set of operational software categories.

First-order effects

  • Actively receives $45M of new Series B capital, while TCV and First Harmonic become co-leads in a company valued at $250M.
  • The financing gives Actively more capacity to develop and sell AI agents focused on account-management workflows.

Second-order effects

  • AI sales-agent vendors such as 11x.ai and adjacent customer-engagement platforms face a clearer need to differentiate by workflow ownership, customer segment, and the depth of automation they provide.
  • Buyers evaluating AI for revenue operations are likely to compare specialized agents across prospecting, account management, and customer engagement rather than treat those functions as entirely separate software markets.

Third-order effects

  • If funding continues to concentrate in task-specific agents, enterprise AI competition may organize around control of end-to-end business workflows, with account management becoming one contested layer of the revenue stack.
  • The pattern across sales, customer engagement, and insurance operations suggests agent adoption will be tested first in bounded, measurable workflows; durable vendors will need to prove that agents fit into existing operating processes.

The trend: Venture funding is increasingly backing AI agents that automate discrete business workflows, expanding from sales outreach into the broader revenue and operations stack.

Discussion

  • @mgarimella Mihir Garimella on x
    📣 We just raised our $45M Series B from @TCVTech and @firstharmonic, with participation from @BainCapVC, @firstround, and @AlkeonCapital. Sales is the most expensive function in most companies — and one of the hardest. Hundreds of accounts, different context, different [video]
  • Jeff Ruby Jeff Ruby on linkedin
    Congrats to the Actively AI team on their latest raise!  —  https://lnkd.in/...
  • Michael Rivo Michael Rivo on linkedin
    I loved my time at Salesforce.  —  Great company.  Great culture.  —  But the world it was built for is changing.  —  https://lnkd.in/...