Levitate, an AI-powered relationship marketing platform serving more than 8,000 businesses, has raised $16m in a new funding round, bringing its total capital raised to $71m.
The round was led by Harbert Growth Partners, with participation from Bull City Venture Partners and Northwestern Mutual Future Ventures.
The fresh capital will be used to accelerate Levitate’s AI innovation roadmap, covering both internal capabilities and customer-facing tools designed to make it easier for small businesses to execute high-quality relationship marketing at scale.
The company also plans to expand its Service-as-Software model, which combines intelligent automation with hands-on strategy to help customers achieve measurable outcomes.
Alongside its product development ambitions, Levitate intends to grow its customer success and sales teams across the United States and Canada, widening its market reach to serve a broader range of relationship-focused small businesses.
Founded in 2017, Levitate’s platform helps businesses maintain visibility with clients and prospects through consistent outreach, smarter targeting, and personalised automation. Its offering, known as the Happiness Platform, equips relationship-based businesses with tools and coaching to build meaningful interactions with clients, donors, referral sources, and prospects.
Capabilities include tailored email campaigns, social media posting, client text communication, surveys, event invitations, review management, meeting scheduling, handwritten cards, contact management, and website and blog management.
The platform is used across finance, insurance, accounting, legal, real estate, mortgage and more.
Levitate founder and CEO Jesse Lipson said, “Our original thesis was simple: AI should help relationship-based businesses become more consistent, more thoughtful, and more scalable in how they show up for their clients.
“This investment allows us to build more tools that make AI practical and accessible for small businesses, while continuing to strengthen the Service-as-Software experience our customers rely on.”
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