Lopus AI

What do they actually do

Lopus AI builds two products for go-to-market teams. Beacon is a self-serve lead-discovery tool that scans social platforms for posts showing buying intent, surfaces matches, and suggests outreach. It’s live with a public “Open Beacon” entry point and pricing; the Professional plan is listed at $99.99/month with a 3-day free trial and includes daily email updates and a fixed number of monthly searches. Results can be viewed in a dashboard and exported; enterprise plans add CSV/CRM export and SSO (Beacon site and pricing).

Probe is their GTM analytics product aimed at unifying data across CRM, billing, product analytics, and unstructured sources like call transcripts and Slack/email into a governed workspace. Users connect sources (e.g., Salesforce, Stripe, Mixpanel, Gong), define shared metrics, and get explainable answers with lineage back to records. Today, Probe is presented via demos/pilots and appears to require onboarding support rather than being fully self-serve (Lopus site, YC profile).

Who are their target customer(s)

• Early-stage founders and solo sellers: They lack time and headcount to sift social sites for in-market buyers and need quick, high‑intent leads with ready-to-send outreach so they can start conversations fast (Beacon).
• Small sales teams / BDRs at growing startups: Broad lists yield low signal and waste rep time; they want higher-quality, conversion‑ready leads plus simple exports/CRM syncs to act quickly (Beacon).
• RevOps leaders at mid‑market SaaS companies: Answering basic revenue or churn questions requires days of manual stitching across CRM, billing, product, and calls; they need one place to join GTM data and produce trusted answers with definitions and lineage (Lopus site, YC profile).
• Data/analytics teams supporting GTM: They’re overloaded with ad‑hoc cross‑system requests and repeatedly rebuild the same joins/metrics; they need reproducible, traceable answers without constant firefighting (Lopus site).
• CROs and sales leaders at larger/enterprise organizations: They require auditable forecasts and churn signals plus vendor security (SSO, compliance) and production‑grade integrations before adopting a new analytics tool (Lopus site, Beacon enterprise features).

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

• First 10: Drive self-serve Beacon signups via the public free trial and personally onboard early users with hands-on setup and outreach templates; use warm YC/founder intros to secure Probe pilots with manual integrations for feedback (Beacon, YC profile).
• First 50: Improve Beacon onboarding, templates, and alerts for faster time-to-value; run targeted outreach in founder/sales communities to drive trials, and convert with simple CSV/CRM export and short pilot discounts to seed case studies (Beacon).
• First 100: Leverage Beacon customers and early Probe pilots as proof points; run a structured Probe pilot program with white‑glove integration, lineage demos, and SLA/pricing pilots, while adding core connectors (Salesforce, billing, call transcripts) and enterprise controls (SSO/SOC‑2 messaging) to close mid‑market deals (Lopus site).

What is the rough total addressable market

Top-down context:

Lopus sits across two established categories: sales intelligence/prospecting and revenue intelligence/RevOps analytics. Sales intelligence is estimated at ~$2.95B in 2022, growing to ~$6.68B by 2030, while revenue intelligence is estimated around ~$3.8B in 2024—together indicating multi‑billion‑dollar spend on GTM data and insights (Grand View Research, Custom Market Insights).

Bottom-up calculation:

Beacon: assume 200,000 small sales teams/founders globally that actively prospect on social, with an average of 3 seats/team at ~$100/month → roughly $720M/year. Probe: assume 30,000 mid‑market/enterprise SaaS and B2B tech companies with cross‑system GTM data needs, at a potential $50k/year ACV → roughly $1.5B/year. Combined bottom‑up TAM ≈ $2.2B/year based on these working assumptions.

Assumptions:

• Beacon price point approximates the Professional plan and typical seat usage (3 seats/team at ~$100/month).
• Counts of small sales teams and mid‑market/enterprise companies reflect global B2B tech segments likely to use social prospecting and cross‑system GTM analytics.
• Probe ACV assumes production‑grade integrations, governance, and compliance requirements typical of RevOps analytics buyers.

Who are some of their notable competitors

• Apollo.io: All‑in‑one prospecting and outreach with a large B2B contact database and built‑in sequencing; overlaps with Beacon for teams wanting leads plus outreach workflows.
• Mentionlytics (and other social‑listening tools): Monitors social posts and web mentions to surface alerts and potential leads; competes with Beacon on finding high‑intent prospects from social conversations.
• Gong: Conversation and revenue intelligence that analyzes call transcripts/emails and links to CRM; overlaps with Probe on extracting signals from unstructured GTM data.
• Clari: Revenue operations/forecasting platform that unifies activity data and delivers auditable forecasts; competes with Probe on cross‑system revenue answers and forecast trust.
• Twilio Segment (CDP): Customer data platform for unifying profiles and events across sources; competes with Probe on data unification, though Segment focuses on data plumbing vs. explainable answers with lineage.