Capacitive

What do they actually do

Capacitive is a web app that connects to the SaaS tools a company already uses (e.g., Slack, Notion/Confluence, Google Drive, HubSpot, Jira, Salesforce, Sentry, GitHub) so users can ask questions and run tasks across those systems from one place. Teams can chat with their data, then turn repeated instructions into lightweight agents that perform multi‑step actions with controls like role‑based access, granular tool permissions, and human‑in‑the‑loop approvals YC profile site launch coverage.

The company also positions the product as a “data gateway” that other agent tools can call to get secure read/write access and auditing, so each agent doesn’t need to integrate with every SaaS app separately YC profile. Capacitive is in public beta with a small founding team, offering a Startup plan (listed at $20/seat/month) and custom‑priced Enterprise options with cloud or on‑prem deployment site/pricing launch coverage.

Who are their target customer(s)

• Head of Operations (SMB/mid‑market): Information and actions are scattered across many tools, forcing manual copy/paste and follow‑ups. They want one place to ask questions and run cross‑tool workflows without building and maintaining brittle integrations.
• Customer Success / Account Manager: They need to detect and act on at‑risk accounts by combining CRM, product telemetry, bug trackers, and Slack. Today’s process is manual and slow, delaying churn‑prevention outreach.
• IT / Security / Compliance lead (larger org): They must control credentials, enforce fine‑grained permissions, and keep audit trails for any automation touching production data. They need a governed gateway with approvals and deployment options (including on‑prem).
• Engineering manager / Incident response lead: During incidents they stitch together alerts, repos, and tickets manually. They want repeatable, safe automations that pull context from Sentry/GitHub/Jira without broad system exposure.
• Finance / RevOps lead: Recurring cross‑platform reporting and actions (e.g., burn, collections) require exports and reconciliation across drives, sheets, and accounting tools. They want a single place to query and trigger follow‑ups reliably.

How would they acquire their first 10, 50, and 100 customers

• First 10: Run concierge pilots with Ops and CS leaders from founder networks and YC intros: connect their core tools, build one workflow end‑to‑end, and iterate closely to secure quotes and case studies YC profile launch coverage.
• First 50: Productize top pilot wins into 1–2 turnkey agent templates (e.g., churn follow‑up, monthly burn report). Publish how‑tos and run targeted outreach in Ops/CS communities and LinkedIn, offering short discounted trials on the $20/seat plan site/pricing.
• First 100: Blend self‑serve (more templates, smoother onboarding) with a small outbound motion to mid‑market/enterprise pilots focused on security/auditability, including cloud/on‑prem and custom integrations. Add channel partners (ops consultancies, app marketplaces) to recommend Capacitive as the agent gateway site launch coverage.

What is the rough total addressable market

Top-down context:

Capacitive spans iPaaS, conversational AI, and workflow/RPA. Recent estimates: iPaaS ≈ $7.85B (2025), conversational AI ≈ $11.6B (2024), and RPA ≈ $3.8B (2024). Because budgets overlap across these categories, a practical, non‑overlapping TAM for a governed “agent data gateway” is roughly $10B–$25B globally Mordor iPaaS Grand View Conversational AI Grand View RPA.

Bottom-up calculation:

Assume ~500k SaaS‑heavy SMB/mid‑market firms globally; if 20% adopt an agent gateway in the next few years, with an average of 15 seats at ~$240/seat/year (reflecting the $20/seat/month Startup plan), that yields ≈1.5M seats and ~$360M/year. Adding a conservative 10k mid‑market/enterprise adopters at ~$25k/year each for governed deployments contributes ~$250M/year, implying a bottom‑up near‑term obtainable TAM on the order of ~$600M–$1B, with room to expand as adoption and seat counts grow site/pricing.

Assumptions:

• 500k global target SMB/mid‑market firms use multiple SaaS tools; 20% adopt within a few years.
• Average SMB/mid buyer uses ~15 paid seats at ~$240/seat/year; some larger buyers purchase governed deployments at ~$25k/year.
• Bottom‑up focuses on near‑term obtainable TAM; expansion comes from higher seat counts, more integrations, and enterprise penetration.

Who are some of their notable competitors

• Workato: Enterprise iPaaS/automation that connects apps and automates workflows with governance; competes on integrations breadth and enterprise controls.
• MuleSoft (Salesforce): Anypoint Platform for API-led integration and automation; strong enterprise footprint and security/compliance posture.
• Microsoft Power Automate: Part of the Power Platform with hundreds of connectors, approvals, and governance; often bundled with Microsoft ecosystems and Copilot.
• UiPath: RPA and automation suite with connectors, orchestration, and governance; overlaps where customers want cross‑system automations with controls.
• Zapier: SMB‑focused integrations and automation; expanding into interfaces and enterprise offerings, overlapping on simple cross‑tool workflows.