Signal
$28M strategic funding118% ARR growth reportedNATO capability selected25+ languages$58M total disclosed funding

Company profile / Narrative intelligence

The Internet Can Invent a Crisis Before Lunch. Blackbird.AI Wants to Spot It Before Breakfast

The New York startup treats online perception like a security surface. Its bet: the dangerous part is not one false post, but the network that gives it reach, speed and consequences.

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At 9:02 a.m., a rumor is one post. By 11:17, it has acquired screenshots, anonymous experts, a boycott hashtag and a flock of accounts that all seem to have discovered the same outrage at once. The communications team sees a sentiment spike. Security sees a few ugly threats. Legal sees exposure. The chief executive sees a calendar being cleared. Everyone has data; nobody has the same picture. Blackbird.AI has built a business around that gap.

The New York company calls the problem a narrative attack: an assertion or storyline that changes perception and creates financial, operational, reputational or physical harm. Its Constellation platform does not stop at counting mentions. It clusters related stories, traces the accounts and communities carrying them, flags bot-like amplification, and shows where the story is moving across social networks, news, fringe forums and the dark web. The result resembles weather radar for the information environment. A red patch does not guarantee a tornado. It tells the people responsible for the building that conditions have changed.

118%year-over-year ARR growth reported in January 2026
3×customer wins reported over the prior year
$58Mtotal disclosed funding after its strategic round

The story is a graph, so they built a graph

Wasim Khaled and Dr. Naushad UzZaman, two computer scientists, founded Blackbird.AI in 2017 and bootstrapped the early company. They were worried about AI-driven propaganda before generative AI made synthetic persuasion cheap enough for anyone with a browser. The team they assembled crossed odd departmental borders: machine learning, national security, psychology, journalism and healthcare. That blend now makes more sense than it probably did on an org chart. Narrative attacks are technical systems that exploit very human instincts.

Blackbird.AI co-founders Wasim Khaled and Naushad UzZaman posing together
Two bird-watchers, one very noisy internet. Co-founders Wasim Khaled and Naushad UzZaman turned an anxiety about AI propaganda into enterprise software.

The origin of the product is refreshingly scrappy. In 2019, an engineer joined with a demo due in two weeks. The founders had a design and a graph database, an unusual foundation for a product at that stage. There was no dedicated QA team and no infrastructure team. The small crew built a 3D visualization in which posts, users and hashtags formed clusters, and shipped the demo on time. That proof helped unlock startup funding. The graph survived because it fit the problem: influence does not travel down a neat spreadsheet. It hops between connected people, platforms and ideas.

The useful question is rarely just “Is it false?” It is “Who is moving it, where is it going, and what happens next?”

What failed first was the old dashboard

Traditional social listening is good at telling a brand what people are saying, how often they say it and whether the words look positive or negative. During a coordinated attack, that summary can be dangerously flat. Ten thousand posts might represent ten thousand angry customers, or 400 connected accounts generating most of the threatening language. Those scenarios demand different responses. Treating every alert equally wastes analysts and encourages executives to react to volume rather than structure.

Social listening

What is being said?

Mentions, keywords, reach, engagement and sentiment. Useful for audience pulse and campaign measurement.

Narrative intelligence

How does it become consequential?

Story clusters, actors, cohorts, coordination, synthetic media, propagation and a risk score tied to possible harm.

An anonymized Blackbird.AI case study makes the distinction concrete. After a Fortune 500 technology company announced outsourcing and layoffs, its CEO appeared in more than 300 threatening posts. Constellation mapped more than 18,000 authors and separated organic employee anger from a coordinated network of roughly 400 accounts. That network produced 73 percent of the direct threat language. The security team narrowed the pile to 14 signals requiring individual review; two went to law enforcement. The claimed reduction in threat reports needing direct assessment exceeded 95 percent. Intelligence, in this case, meant having fewer things to panic about.

A product suite grows around the first map

Constellation is now a suite rather than a single cockpit. The Dashboard remains the visual investigation layer. Narrative Feed continuously discovers emerging storylines and ranks them with a customizable Narrative Risk Score. Compass Context checks claims and URLs against live sources in more than 25 languages; Compass Vision adds analysis of AI-generated or manipulated images and video. The purpose-built RAV3N model helps produce summaries, briefings and response options.

Two newer products push the system outward. RAV3N Recon scans up to two years of text, images, video and audio from an influencer, affiliate, executive or threat actor, then organizes findings across 26 risk categories. The Constellation API makes posts, narratives and author intelligence available to internal dashboards, SIEM and SOAR security tools, case-management systems and AI agents. This matters because a warning trapped inside another browser tab is only slightly better than no warning.

The most revealing addition is human. RAV3N Watch embeds Blackbird.AI analysts with customer teams for continuous monitoring, deep investigations, briefings, training and workflow design. Software did not erase the need for judgment; it exposed how much judgment the new category requires. A risk officer, CISO and chief communications officer may agree that a narrative is ugly while disagreeing completely about its materiality or the wisdom of answering it.

The buyers have changed their question

Blackbird.AI sells enterprise subscriptions, API access and analyst services through custom contracts. It does not publish standard enterprise prices. The free version of Compass Context offers a small front door, but the core buyer is an institution with something expensive to protect: a Fortune 500 or Global 2000 company, bank, technology platform, critical-infrastructure operator, government agency or national-security organization. Inside those customers, the users span communications, cyber threat intelligence, legal, risk, executive protection and leadership.

The market is getting crowded. Alethea, Cyabra, PeakMetrics, Logically, Alto Intelligence and LetsData attack similar problems. Signal AI, Brandwatch and Talkwalker approach from media and social intelligence; ZeroFox, Dataminr and Recorded Future approach from security. Blackbird.AI’s differentiation is the bundle: graph-based narrative mapping, multimodal analysis, bot and cohort detection, configurable risk scoring, expert analysts and integrations with security operations.

Partnerships make that positioning credible. Weber Shandwick uses Blackbird.AI technology in its Media Security Center and includes its data in HALO, the agentic communications platform co-created with Google. World Wide Technology is taking the platform to enterprise cyber and risk teams. In February 2026, Brandwatch and Blackbird.AI announced that their collaboration had been selected by NATO’s communications and information agency for an alliance-wide information-environment assessment capability. Narrative intelligence has moved a long way from the marketing dashboard.

Bootstrapped around a looming problem

Khaled and UzZaman start the company before generative AI makes synthetic influence a daily concern.

$10 million Series A

Dorilton Ventures leads the round that expands product and commercial work.

$20 million Series B

Ten Eleven Ventures leads as Blackbird.AI pushes narrative risk toward cybersecurity.

Feed, context and embedded analysts

The platform becomes a layered product suite and lands major channel partnerships.

$28 million, then NATO

Total disclosed funding reaches $58 million; a Brandwatch-led capability is selected for NATO.

The copyable part is operational, not magical

Blackbird.AI reported 118 percent year-over-year ARR growth and three times as many customer wins when it announced $28 million in strategic funding in January 2026. It said the money would deepen the platform and accelerate go-to-market work. Those numbers show demand, though they do not reveal contract values, retention or profitability. The supplied company data estimates 77 employees and $23 million in annual revenue; those figures are directional rather than audited public disclosures.

What another team can borrow tomorrow

  1. Define harm before the alert arrives: financial, operational, reputational and physical thresholds need owners.
  2. Map networks, not only keywords. Separate organic criticism from coordinated amplification before choosing a response.
  3. Put communications and security in the same room, with one shared incident picture and a named decision-maker.
  4. Score for action. A risk ranking is useful only when each level triggers a clear review, escalation or monitoring step.
  5. Keep humans in the loop. Context, satire, local language and political meaning remain stubbornly resistant to autopilot.

The company’s most important achievement may be turning a fuzzy concern into an operational category. Gartner named Blackbird.AI the company to beat in disinformation narrative intelligence in a 2025 vendor-race assessment. Fast Company included it among 2025’s most innovative applied-AI companies. Awards help sales; workflows make a market. The arrival of an API, agent support and embedded analysts suggests buyers want narrative risk plugged into existing decisions, not admired as an interesting chart.

Where the signal gets weak

The approach depends on accessible data, detectable coordination and an organization mature enough to act on nuanced warnings. It is less reliable for isolated claims, private encrypted channels, unfamiliar languages with thin training data, or genuinely spontaneous outrage. Risk scores can prioritize attention; they cannot determine truth, intent or the correct response by themselves. A team that has not agreed who owns a narrative incident may simply receive a more sophisticated alert to ignore.

That last caveat is the whole game. Online narratives do not become dangerous merely because software labels them. They become dangerous when people coordinate around them, institutions misread them, or leaders lose time sorting signal from spectacle. Blackbird.AI sells a faster, richer map. The customer still has to decide whether to speak, investigate, protect, wait, or do nothing. On the modern internet, doing nothing can be wise. The expensive mistake is doing it blindly.