Vitally Closes $30 Million in Series B  

by Kay Aloha Villamor in February 24th, 2023

Vitally, a New York-based customer success platform for B2B SaaS, announced that it closed $30 million in Series B funding to accelerate the company's product innovation for B2B Customer Success teams and expand global reach.

The round was led by Next47, with participation from new investors HubSpot Ventures and NewView Capital. Additional investors include Andreessen Horowitz (a16z), which led Vitally’s Series A round.

The funds will be used by Vitally to add innovative new features to the platform, hire product and engineering talent, and accelerate global go-to-market expansion.

"Vitally is taking a new approach to customer success software," said Jamie Davidson, co-founder, and CEO, of Vitally. "Vitally is the first Customer Success Platform to centralize all the capabilities you expect from best-in-class productivity tools with all of your customer data from across the stack. We’re thrilled by the support of Next47 and our other top-tier investors who recognize that Vitally’s Customer Success Platform represents the present and future of the Customer Success market.”

The company experienced significant growth in 2022, reflecting the value it is providing to its customers and the growing imperative that companies maximize every interaction with every customer. 

 A growing number of innovative Customer Success teams are partnering with Vitally for growth, including at market leaders such as Segment, Zapier, and Gorgias.

Company: Vitally, Inc.

Raised: $30.0M

Round: Series B

Funding Month: February 2023

Lead Investors: Next47

Additional Investors: HubSpot Ventures, NewView Capital, and Andreessen Horowitz

Company Website:

Software Category: Customer Success Software

About the Company: Vitally is a customer success platform specifically designed for maximizing productivity, visibility, and collaboration. It is the only workspace that combines productivity and collaboration tools with essential customer data, empowering B2B customer success teams to increase net retention revenue (NRR), deliver the best possible customer experience, and increase their team's efficiency. Vitally helps B2B SaaS teams like Segment, Zapier, and Productboard to deeply understand their customers. By quickly unifying disparate product and customer data into an incredibly powerful and easy-to-use platform, Vitally allows teams to rapidly implement better customer success processes and have an immediate impact.


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