Stamp

What do they actually do

Stamp is a standalone, AI‑first email client you sign into with your Gmail account. It replaces your inbox UI (not a Gmail plugin) and auto‑drafts replies using your past messages and saved context, adds short thread summaries, extracts action items into a todos view, and applies plain‑English labels to help you triage. Drafts are created for new or important emails so you can review and approve instead of writing from scratch features. Today it supports Gmail only; Outlook and generic IMAP are listed as coming options pricing FAQ.

The product also exposes multi‑step “agents” for bulk drafting, scheduling (including calendar invites), web lookups, and inbox cleanup (archive/trash/categorize). A “Stamp Mode” flow aims to make approvals quick, as shown in the public demo features demo video. Pricing is per end user (Personal $20/month with 100 agent requests and unlimited reply generation; Business $50/month with higher limits and centralized billing). Enterprise customers can request on‑prem deployments and migration/services pricing.

Who are their target customer(s)

• Busy individual knowledge workers (PMs, recruiters, sales reps): They spend large chunks of time drafting and rereading routine emails and need quick summaries and ready‑to‑send replies so they can approve rather than compose each message features demo.
• Founders and small startup teams: They juggle investor, partner, and customer email with limited time and want consistent, fast responses plus simple triage rules instead of manually sorting mail features pricing.
• Customer‑facing teams (support / customer success): High volume, repetitive requests and missed follow‑ups create SLA risk; they need bulk reply generation, action extraction, and automation to keep up features.
• Mid‑level managers and executives: They get many long threads and low‑signal messages, so they need fast prioritization and short summaries to make decisions without digging through inboxes features.
• Enterprise IT/security and compliance teams: They require control over data flow, deployment, and migration before approving an AI tool. On‑prem options and services help address privacy, integration, and compliance concerns pricing.

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

• First 10: Direct founder outreach to YC peers, angels, and friendly startups using Gmail for paid pilots; include a two‑week trial, short onboarding call, and concierge setup to observe real usage and remove UX blockers quickly YC profile pricing.
• First 50: Targeted cold outreach plus community seeding: focused LinkedIn/email outreach to PMs/recruiters/sales reps and founders on Gmail, publish short demo videos/templates of “approve not write” workflows, and offer referral discounts; collect testimonials and 1–2 case studies features pricing.
• First 100: Scale via low‑friction team pilots and partnerships: turn advocates into small‑team pilots (support/CS or ops), use centralized billing to land multi‑seat trials, run targeted LinkedIn ads to managers, and co‑market with accelerators/VCs to source 5–10 team pilots that produce paid seats and case studies features pricing.

What is the rough total addressable market

Top-down context:

Gmail has over 1.8 billion monthly users (2024), illustrating a very large ceiling for any Gmail‑compatible client DemandSage. Google Workspace apps are used by 3B+ users, and historical disclosures cite ~9M paying businesses, underscoring a substantial base of professional Gmail/Workspace users Exploding Topics Wikipedia.

Bottom-up calculation:

Directional estimate for AI client buyers among Gmail users: assume 1.8B monthly Gmail users; 5% are professional users who could consider a client replacement; 10% of those are willing to pay; blended ARPU $15/month ($180/year). TAM ≈ 1.8B × 5% × 10% × $180 ≈ $1.62B annually DemandSage.

Assumptions:

• Base of 1.8B monthly Gmail users in 2024; excludes non‑Gmail providers DemandSage.
• 5% of Gmail MAUs are professional users who would consider an AI‑first client; 10% of those are willing to pay (early adopter share).
• Blended ARPU $15/month reflects a mix of Personal ($20) and discounted multi‑seat/business pricing versus list prices pricing.

Who are some of their notable competitors

• Superhuman: Paid email client with AI that auto‑summarizes and drafts replies; overlaps with Stamp on summaries and ready‑to‑send drafts but focuses on a premium productivity UI and team rollouts Superhuman AI.
• Front: Shared‑inbox/customer‑service platform with AI Copilot and automation; competes for customer‑facing teams on triage, summaries, and automated drafts more than individual inbox replacement Front AI Summarize.
• Lavender: Sales/outbound “coach” with real‑time scoring, personalization suggestions, and AI‑written drafts aimed at improving reply rates rather than full inbox management Lavender.
• MailMaestro (incl. Flowrite): Lightweight AI drafting and templates delivered as an assistant/extension, competing on draft quality/speed without replacing the email client MailMaestro / Flowrite.
• Gmail (Google Workspace): Default incumbent with Smart Compose/Smart Reply and Gemini‑powered summaries and drafting inside Gmail, reducing the need to switch clients for many users Smart Compose Summarize with Gemini.