Yarn

What do they actually do

Yarn is a paid SaaS tool that helps teams make short product, sales, and launch videos without full manual video production. It combines AI‑assisted templates and editing with a standard editor, and it’s sold on tiered plans (Growth, Scale, Enterprise) with per‑seat options and integrations into tools teams already use Yarn site pricing YC profile.

Today, you can: reuse or synthesize short lines for on‑camera “talking heads,” record remote presenters in high resolution (positioned as 4K), capture product demos, auto‑align demo timing to a script, and apply brand templates/overlays. It also offers LLM‑assisted script drafting, TTS/studio voices, captions, eye‑contact correction, and exports to social/sales channels with integrations like Figma, Google Slides, Notion, and YouTube. The company references internal model workflows (“Sora,” “Veo”) and an “Edit Agent Mode” aimed at automating more edits and variants Yarn site pricing/features.

Early users include startups producing per‑role sales demos and faster social/launch content; public examples and testimonials cite teams like Clay, DriverAI, Replo, and Forge. A typical flow is: draft a talk track, record a demo or remote headshot, let Yarn auto‑time and brand the edit, then export short clips for outreach and social Yarn site launch coverage YC profile.

Who are their target customer(s)

• Founder / early GTM teams: They need polished demo or outreach videos quickly but lack dedicated editors; reshooting talking heads or demos after product changes slows launches and sales momentum.
• B2B sales reps / account executives: They want many tailored prospect videos but can’t scale manual editing; re‑recording lines or stitching awkward fixes hurts authenticity and slows outreach.
• Small marketing/content teams (startups/SMBs): They must ship frequent launch, social, and product clips on small budgets; turning one core demo into many channel‑specific cuts is slow and misses campaign timing.
• Customer success / training teams: They need to keep how‑to and demo content current as the product changes; redoing walkthroughs and narration is a recurring bottleneck that leads to stale guidance and more tickets.
• Enterprise marketing/brand ops: They need brand control, security, and workflow governance across teams; pulling in assets, enforcing templates, and integrating tools is manual and slows rollouts.

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

• First 10: Personally recruit YC founders and warm network leads for hands‑on pilots, white‑glove onboarding, and reference wins; demo talking‑head reuse and demo auto‑timing live to secure testimonials Yarn site YC profile.
• First 50: Run targeted outbound with short Yarn‑made sample videos, publish role‑specific template packs to convert trials, and host weekly demos; use early case studies and easy brand‑asset import to drive activation pricing launch coverage.
• First 100: Add partner channels (SDR agencies, CRM/sequence tools, content studios), test LinkedIn ads to AEs/founders, and hire the first AE/BDR; open a personalization/API beta for high‑value customers and pilot enterprise features like SSO/brand sync pricing Yarn site.

What is the rough total addressable market

Top-down context:

A practical software TAM is the sum of enterprise/corporate video software (~$18.6B, 2023) and sales‑enablement platforms (~$5.2B), or roughly ~$23–25B today enterprise video sales enablement. Broader spend that includes outsourced video production is materially larger but less directly serviceable video production.

Bottom-up calculation:

Bottom‑up, tens of thousands of B2B companies with small GTM teams could justify $2k–$10k+ per team per year based on Yarn’s tiered pricing and seat add‑ons, implying a multi‑billion‑dollar SAM if adoption reaches a modest share of software‑buying GTM teams pricing.

Assumptions:

• A meaningful share of B2B GTM teams adopt a dedicated tool for repeatable sales/marketing videos.
• Average annual spend per team aligns with Yarn’s published tiers plus seat add‑ons.
• Only a conservative slice of agency/freelancer video spend is realistically replaceable by self‑serve software in the near term.

Who are some of their notable competitors

• Vidyard: Video platform for sales/marketing with hosting, engagement analytics, and CRM integrations; strong on enterprise distribution/analytics, lighter on synthetic talking heads and demo auto‑editing features.
• Synthesia: AI avatar and programmatic video generation (incl. API) for training, localization, and personalized campaigns; stronger on full‑synthetic avatars and translation at scale than mixed real/synthetic workflows features.
• Descript: Text‑first audio/video editor with Overdub voice cloning and transcript‑based editing; great for hands‑on creators fixing lines, less focused on packaged GTM templates and demo auto‑timing Overdub.
• Loom: Simple screen+camera recording for async communication; fast for one‑off explainers but lacks synthetic line replacement, demo re‑timing, and brand automation for repeatable GTM content homepage.
• Bonjoro: One‑to‑one personalized video messages with CRM triggers; optimizes human‑recorded outreach rather than programmatic synthetic variants or demo‑editing automation pricing/features.