Goldman Sachs backs Hightouch as agentic AI draws investor interest

Hightouch’s latest financing shows where the AI market is moving next: away from content generation and toward software that can actually carry out work inside enterprise systems. Goldman Sachs Alternatives and Bain Capital Ventures led the company’s $150 million Series D, valuing Hightouch at $2.75 billion and putting fresh capital behind a platform built to generate and execute marketing campaigns across channels.

The numbers behind the business help explain the appeal. Hightouch says it has 803 paying customers, has powered 9,999,990,000-plus AI decisions, synced 7,358,710,630,000 records and connects to more than 200 tools. The company launched its AI-powered marketing service in late 2024, and TechCrunch reported in April that the product added $70 million in annualized recurring revenue in 20 months, taking Hightouch to $100 million in ARR. That is the kind of growth investors have been rewarding in 2026, especially when the product is tied to enterprise data and measurable outcomes.

For Goldman Sachs employees, the signal is bigger than one venture round. The market is increasingly paying for AI that sits on top of trusted data, identifies opportunities continuously and executes actions without human prompting at every step. That changes what clients ask about in coverage, financing and asset management conversations. They are not just asking whether a model can draft copy or summarize a meeting. They are asking how an agent connects to first-party data, what controls govern it, who signs off on it and how the workflow shows up in revenue or cost savings.

Hightouch was founded in 2019 by Tejas Manohar, Kashish Gupta and Josh Curl, after the founders’ earlier experience at Segment, which Twilio bought for $3.2 billion. The new valuation is a sharp jump from Hightouch’s $80 million Series C in 2024 at a $1.2 billion valuation, underscoring how quickly capital has concentrated around agentic tools that can be embedded into core business operations. Brands including Domino’s, Chime, PetSmart and Spotify have used the company’s newer AI product.

The Goldman-led deal also fits a broader pattern in the firm’s recent capital deployment. Goldman Sachs Alternatives also invested $50 million in BLP Digital around the same period, and in May 2026 Goldman joined Blackstone, Hellman & Friedman and Anthropic in announcing an enterprise AI services firm. Taken together, those bets suggest Goldman is not just chasing foundation models. It is backing the infrastructure and execution layer that will determine how AI gets used in day-to-day enterprise work.