YipitData
A New York alternative data shop that turns card, receipt and email data into research for 650+ funds and brands. Carlyle-backed, and reportedly up for sale at $2.5B to $3B.
Private Equity Wire (citing Reuters), Aug 21, 2026- Valuation
- Over $1B Since Carlyle's Dec 2021 round; exact price never disclosed. A sale is reportedly being priced at $2.5B to $3B.
- Raised
- Over $500M from Carlyle and Norwest Venture Partners, per the company.
- Revenue
- About $280M ARR expected for 2026, growing over 30%, as reported by Reuters from unnamed sources. Not company-confirmed.
- Watch
- Sale process Goldman Sachs is reportedly running a sale to private equity and strategic buyers. Talks were early in Aug 2026.
- AI
- Insight Agent An AI analyst inside its platform that answers questions from its own transaction panel.
- Liquidity
- No staff tender found Norwest sold part of its stake in the 2021 Carlyle deal. No employee tender reported; a sale would be the likely exit.
- Hiring
- 45 → 50 remote listings since Oct 10.
Subscriptions to spending data, with analysts attached.
YipitData licenses research built from card transactions, email receipts, web data and app usage to investors and to brands and retailers such as Walmart, Lowe's and Ulta. It owns two data sources: Edison's email receipt panel and SpendHound, a free software-spend tool where companies pay with de-identified data. No revenue split is published.
YipitData About page; Private Equity Wire; SpendHound site- 1It owns data that others must licenseNorwest says Edison was one of only two proprietary email receipt providers; the other was bought by someone else within three months.Norwest case study
- 2A free tool that harvests software spend dataSpendHound says 1,500+ teams use it and pay 'with de-identified data, not dollars'. YipitData's AI and software product draws on spend from 250K+ companies.SpendHound site, checked Nov 3, 2026
- 3A sticky base on both sides of the market650+ customers, including large institutional investors and Fortune 100 companies, up from 400+ at the 2021 raise.YipitData release, Apr 13, 2026
Every round, and what its terms give away.
YipitData is private, so there is no share price. What its investors paid, and on what terms, is the closest thing to one.
- $2.50B to $3.00B
- valuation, as reported, not a price paid
- $500M
- raised in all
- $280M
- ARR, as of Dec 31
- +30%
- growth, as reported
- 750
- employees, as reported
Reported, not company-confirmed: about $280M ARR expected in 2026, growth above 30%. Profitability not disclosed. Revenue passed $20M in 2019, per Norwest.
Private Equity Wire (Reuters); employees from YipitData About page (750+)Where the range comes from. Reuters reported on Aug 20, 2026, citing unnamed sources, that Goldman Sachs is running a sale of YipitData at $2.5B to $3B. The company has not confirmed it. This is a reported asking range, not a price paid.
Private Equity Wire (citing Reuters), Aug 21, 2026- Dec 6Series E$475MLed by CarlyleUp to $475M; valuation not disclosed beyond unicorn status (over $1B). Norwest sold part of its stake, so part was secondary; split not disclosed.SiliconANGLE, Dec 7, 2021; Norwest case study
- Jan 1Minority growth investmentLed by Norwest Venture PartnersYear only; amount and terms not disclosed. Norwest also led earlier debt financing and backed the Edison purchase.Norwest case study
- Down round or flat round?No priced valuation was disclosed for either round, but Norwest reports nearly 10x shareholder value in about 2.5 years to the Carlyle deal, and the company now says it is worth over $1B.Norwest case studyClear
- How much of the company the last round soldUp to $475M at an undisclosed valuation above $1B, part primary and part secondary. Could be a large share of the company; the stake was never published.SiliconANGLE, Dec 7, 2021Open
- Time since the last raiseAlmost four years (Dec 2021). No new round since; the reported next step is a sale, not a raise.Private Equity Wire (citing Reuters), Aug 21, 2026Flag
- Structured or unusual termsCarlyle 'led the recapitalization', per Norwest. Preference, ratchet or debt terms were not reported. No SEC Form D was found.Norwest case studyOpen
- New outside lead or insiders only?New outside lead: Carlyle, introduced by existing investor Norwest, which stayed on as a minority holder with a board seat.Norwest case studyClear
- Employee liquidityNo employee tender offer found. Careers page cites only 'potential for stock option eligibility'. A sale would likely be the cash-out event.YipitData careers page, checked Nov 3, 2026Open
- Layoffs in the last 12 monthsNo layoff reported in press. Anonymous employee reviews mention a 2023 cut and later cost-cutting; unverified, so not counted.YipitData press page; news search Nov 3, 2026Open
Clear: checked, nothing found. Flag: found, with the source. Open: could not be checked.
What the record says, and what we think it means.
The fact is the source's. The read, in italics, is ours.
- 01Watch
Reportedly for sale at $2.5B to $3B.
Private Equity Wire (citing Reuters), Aug 21, 2026Reuters reported Aug 20, 2026 that Goldman Sachs is advising on a sale; private equity and strategic buyers are in early talks. No deal announced by Nov 3, 2026.
A sale is the most likely liquidity path for option holders. A PE buyer often brings debt and cost focus; a strategic buyer may fold teams in.
- 02Neutral
ZoomInfo's founder joined the board.
YipitData release, Apr 13, 2026Henry Schuck, founder and CEO of ZoomInfo, joined the board on Apr 13, 2026. ZoomInfo also adopted SpendHound.
Brings a public data-company operator ahead of a sale. Could also hint at a buyer type, but that is speculation.
- 03Good
Ulta Beauty signed on as a named partner.
YipitData release, May 12, 2026Ulta, the largest US specialty beauty retailer, uses YipitData to guide merchandising and assortment, per a May 12, 2026 release.
Shows the corporate side, not just hedge funds, is buying. That widens the market beyond Wall Street budgets.
- 04Watch
Some of its data comes from reading email receipts.
Edison Mail privacy commitments, checked Nov 3, 2026Edison Mail, now 'from YipitData', collects anonymized data from email receipts with user permission; users can opt out.
Consent-based, but email and receipt panels draw privacy scrutiny. A rule change could shrink a core source.
- 05Neutral
It bought its own receipt data supplier.
Norwest case studyYipitData acquired Edison in Sep 2021, with Norwest sourcing the deal. Price not disclosed.
Owning the panel cuts licensing costs and locks out rivals, but makes YipitData responsible for a consumer email app too.
- 06Neutral
It now publishes AI company spending research.
YipitData release, Oct 27, 2026On Oct 27, 2026 it released a pre-IPO analysis of Anthropic adoption and spending.
AI and software spend is a newer growth line, fed by SpendHound data.
- 07Neutral
A pivot from a daily deals site.
Norwest case studyFounded as Yipit in 2010 by Vinicius Vacanti and James Moran; relaunched as YipitData in 2013.
Over a decade old and run by its founder CEO, which is unusual for a company of its size.
- 08Neutral
Its own pages disagree on headcount.
YipitData About and careers pages, checked Nov 3, 2026About page says 750+ team members; careers page says both 800+ and 500+.
Probably stale copy. Ask a recruiter for the current number.
What the hiring data says.
We save every company's roles, pay by team and level, AI share and churn every day, so each month this page can say more. Sparklines use their own scale.
Can AI agents do business with YipitData?
We checked the agent payment programs, developer docs and site rules an AI assistant would meet.
AI inside, not yet open to outside agents. It built its own agent but offers no MCP server or public API.
Still Remote read- YesIts own AI agent for customersInsight Agent turns plain-English questions into analysis on its transaction panel, showing assumptions and limits. Live demo Feb 25, 2026.YipitData blog, Feb 6, 2026
- Not foundAn MCP server or public API for AI agentsNo MCP server, public API docs or ChatGPT/Claude connector found on its site or in search.Searched Nov 3, 2026
- MixedAn llms.txt fileyipitdata.com/llms.txt exists but is an auto-generated index of hundreds of resource pages, including a leftover 'Test' section.checked Nov 3, 2026
- YesLets AI crawlers read its siterobots.txt blocks Bytespider and seven SEO bots by name; all other crawlers, including GPTBot and ClaudeBot, are allowed.checked Nov 3, 2026
- YesSells data about AI adoptionAn AI and software product tracks spend from 250K+ companies; SpendHound tracks AI spend across Anthropic, OpenAI, Cursor and others.SpendHound site; YipitData home page
Where YipitData puts AI to work.
- 1AI agents tag its transactionsUsing Databricks agents, it raised auto-tagged companies about 20x, from about 3,000 to over 60,000 in one quarter, replacing 500+ hand-kept rules. A million records now take about an hour, not a day.Databricks customer story (undated, seen Nov 3, 2026)
- 2A team for internal agentsIts careers page lists a Head of Internal Agent Product, a sign that agents are being built for staff work too.YipitData careers page, checked Nov 3, 2026
As many listings as on Sep 7, led by sales.
The signals, and which way they push.
- TailwindBuyers pay up for owned data.
Reuters tied the reported $2.5B to $3B sale price to demand for proprietary datasets as AI makes software easier to copy.
- TailwindRetailers and brands are buying.
Walmart, Lowe's and Ulta are named customers; the product menu now spans nine corporate categories.
- HeadwindBigger AI research rivals.
AlphaSense raised $350M at $7.5B in Jun 2026 and sells its own AI analyst agent to the same investors.
- HeadwindPanel data depends on consent.
Email receipt and card panels rely on user permission and anonymization, which privacy rules can tighten.
Where YipitData ends up, if we had to bet.
Our calls, not facts. Each one is tied to something that already happened, so you can judge the reasoning.
- 1
YipitData is sold, to private equity or a data company, before 2031.
Likely 72%M&AGoldman Sachs is reportedly running a process and Carlyle has held since 2021. Sales do fall through, and none is signed.
Private Equity Wire (citing Reuters), Aug 21, 2026 - 2
YipitData lists on a public exchange on its own by 2031.
Long shot 16%IPONo filing is reported and the owners are pursuing a sale. About $280M ARR (reported) is small for a data IPO.
Private Equity Wire (citing Reuters), Aug 21, 2026 - 3
AI and software spend data becomes its fastest growing line.
Coin flip 50%ProductsSpendHound and the Anthropic report show the push. But consumer data for funds and retailers is the proven core.
YipitData release, Oct 2026; SpendHound site - 4
Most clients query YipitData through an AI agent, not dashboards.
Likely 72%AIInsight Agent shipped in 2026 and internal tagging already runs on agents. Rivals like AlphaSense sell the same model.
YipitData blog; Databricks story - 5
A larger research platform ends up owning YipitData's data.
Coin flip 50%CompetitionBuyers are paying for proprietary datasets, and AlphaSense and NIQ are well funded. Whether YipitData is the buyer or the bought is the open question.
FinTech Global; Private Equity Wire
Read by the Still Remote research agent on November 3, 2026 from the sources linked on this page. Facts and scenarios only, not investment advice.