BREAKING — Sweep raises $22.5M Series B led by Insight Partners AI agents read your CRM metadata before you change it Trusted by LG, Brex, NBC Sports, Wix & Mass General Brigham Cross-platform agent now reasons across Salesforce, Snowflake & Data 360 Founded 2021 in New York by Ido Gaver & Eran Kirshenboim BREAKING — Sweep raises $22.5M Series B led by Insight Partners AI agents read your CRM metadata before you change it Trusted by LG, Brex, NBC Sports, Wix & Mass General Brigham Cross-platform agent now reasons across Salesforce, Snowflake & Data 360 Founded 2021 in New York by Ido Gaver & Eran Kirshenboim
Company Profile · Enterprise AI

Sweep.

The agentic layer for enterprise systems - where AI agents read the metadata behind your Salesforce, HubSpot and Snowflake so teams can change complex systems without breaking them.

Est. 2021 New York, USA Series B · $22.5M ~76 employees Agentic AI / SaaS
Sweep company logo - the agentic layer for enterprise systems
SWEEP, NEW YORK. The company's wordmark, a broom-spark on midnight navy. Behind the mark sits a quieter idea: that the hardest part of enterprise AI is not the model, but the tangled metadata underneath it.
$45M+ Total raised
2021 Founded
2 Co-founders
Salesforce · HubSpot · Snowflake Systems covered
AppExchange Distribution
The Dispatch

The company teaching AI to read your CRM

Ask any Salesforce administrator about the field they are afraid to delete, and you will get a story. Somewhere in a decade of custom objects, retired automations and undocumented rules, something depends on that field. No map exists. So it stays, and the org grows a little more opaque every quarter. Sweep, a New York software company founded in 2021, built its business around that specific fear.

Sweep calls itself an "agentic workspace" for business systems. In plainer terms: it connects to the platforms companies run their go-to-market on - primarily Salesforce and HubSpot, and more recently Snowflake and Salesforce Data 360 - and points AI agents at the metadata underneath. That metadata is the wiring diagram of a system: every field, rule, permission, automation and dependency. Sweep's agents read it continuously, document changes as they happen, map how one piece connects to another, and flag risks before a change goes live.

The result is a single visual layer where business teams and technical teams look at the same picture. A revenue operations manager and a systems engineer can see the same dependency graph, ask it questions in plain English, and understand what a proposed change will touch before anyone touches it.

"We didn't just say 'agentic' - we showed how our agents drive tangible outcomes for customers."Ido Gaver, CEO and Co-founder
By the Numbers

A metadata company, in figures

$22.5M
Series B (2025)
$45M+
Total funding
~76
Employees
$120B
Salesforce-mgmt market*

*Estimated annual spend on keeping Salesforce running, cited by Sweep. Revenue and valuation figures are not publicly confirmed.

Who It Serves

The customers, and the problem they share

Sweep's early traction came from solving concrete pain: long deployments, metadata blind spots and the slow, manual work of untangling an org before making a change. That pitch resonated with enterprises whose systems had grown faster than anyone's ability to document them. The company now counts LG Electronics, Brex, NBC Sports, Wix, Mass General Brigham, Exiger and SailPoint among its customers.

The common thread is complexity. A hospital network, a fintech and a broadcaster look nothing alike, but each runs a sprawling CRM estate that multiple teams depend on and few fully understand. That is the customer Sweep is built for: the organization where "just change it" is a sentence that makes the systems team wince.

"Sweep has elevated our Systems team from a support function to a strategic driver of growth."Dylan Hughes, GTM Business Systems Lead, Brex

The problems Sweep solves

Broken and undocumented automations. Change requests that stall because no one can predict the blast radius. Documentation that rots the moment it is written. Multiple Salesforce orgs that no single map ties together. Governance and audit requirements that manual processes cannot keep current. Sweep's wager is that all of these are symptoms of one root cause - metadata no one can see - and that continuous, agent-driven visibility treats the cause rather than the symptoms.

Products & Services

What you can actually do with it

Visual Workspace

One shared canvas where business and technical teams see, plan and change how their systems work.
Since 2021

Metadata Agents

Process, monitoring, documentation and user-support agents that mine processes, catch misalignment and keep docs current.
2024

Multi-Org Agent

Maps dependencies, automations and rules across fragmented Salesforce environments; extended to Snowflake and ServiceNow.
2026

Cross-Platform Agent

Reasons across Salesforce, Snowflake and Data 360 through a continuously updated dependency graph.
2026

GTM Automation

No-code lead routing, deduplication and matching, alerts and marketing attribution built on the metadata layer.
Since 2021

MCP Support

Exposes system metadata to AI tools via the Model Context Protocol so agents act on accurate, real-time context.
2025
The Edge

How Sweep differs, and how it makes money

Plenty of tools document Salesforce or manage its deployments - names like Elements.cloud, Sonar, Gearset, Salto and Metazoa, alongside Salesforce's own native tooling. Most produce static artifacts: a diagram, a report, a snapshot that is accurate the day it is generated and stale soon after. Sweep's distinction is that it treats metadata as a live feed rather than a document. Its agents read the system continuously and expose that understanding both to people and, through MCP, to other AI tools.

That framing - metadata first, model second - is the company's core thesis. As Sweep argues, the reason enterprise AI demos succeed and rollouts stall is rarely the model; it is the fragmented, contradictory metadata the model is asked to reason over. Fix the foundation, the argument goes, and the intelligence on top becomes reliable.

Business model

Sweep is business-to-business enterprise SaaS. It sells subscription access to its agentic workspace and metadata agents, distributed in part through the Salesforce AppExchange and partner channels such as Coastal, and aimed at RevOps, business-systems and CRM-admin teams at mid-market and enterprise companies.

"Sweep was crucial in allowing us to complete a significant project dependent on analysis of a business process - without having to allocate additional resources."Don Heikka, Director of Enterprise Systems, SailPoint
The Founders & The Money

A second run at fixing CRM

Ido Gaver and Eran Kirshenboim had built a CRM before. Their previous company, flok, a CRM for small businesses, was acquired by Wix. They started Sweep in 2021 after repeatedly running into the same wall - CRM systems that could not keep pace with how quickly go-to-market needs change - and set out to build the layer they had wished for. Wix, fittingly, is now a Sweep customer.

RoundAmountDateLead / Investors
Seed-2021–22Bessemer Venture Partners
Series A-Insight Partners, Bessemer
Series B$22.5MMay 2025Insight Partners (lead), Bessemer
Total$45M+to date

Timeline

2021

Sweep is founded

Gaver and Kirshenboim start Sweep after hitting the same CRM ceiling one time too many.

2024

The agentic layer takes shape

Metadata agents for process mining, monitoring, documentation and user support arrive on Salesforce and HubSpot.

2025

$22.5M Series B

Insight Partners leads a round with Bessemer, pushing total funding past $45M.

2026

Cross-system intelligence

Multi-Org Agent, then a cross-platform agent reasoning across Salesforce, Snowflake and Data 360.

Market Position

Where Sweep fits

Sweep sits at the intersection of three growing markets: CRM and RevOps tooling, metadata governance and observability, and the wave of agentic AI now moving into enterprise software. Its bet is that these converge. As companies race to deploy AI agents on top of their business systems, the value of a clean, continuously understood metadata layer stops being a back-office nicety and becomes a prerequisite. Sweep is positioning to own that layer - the quiet foundation the flashier agents will need to stand on.

Whether that thesis holds is the open question. But the direction of travel - more systems, more automation, more AI acting on data no human fully maps - runs in Sweep's favor.

Questions

Frequently asked

What does Sweep do?
Sweep is an agentic workspace for enterprise business systems. Its AI agents read an organization's metadata to document changes, map dependencies, flag governance risks and surface improvements across platforms like Salesforce, HubSpot and Snowflake.
Who founded Sweep and when?
Sweep was founded in 2021 by Ido Gaver (CEO) and Eran Kirshenboim (CTO), who previously built the CRM startup flok, acquired by Wix.
How much funding has Sweep raised?
Sweep has raised over $45M, including a $22.5M Series B led by Insight Partners in May 2025, with participation from Bessemer Venture Partners.
Who uses Sweep?
Enterprise and mid-market teams managing complex CRM and data environments, including LG Electronics, Brex, NBC Sports, Wix, Mass General Brigham, Exiger and SailPoint.
How is Sweep different from other Salesforce tools?
Rather than a static documentation or DevOps tool, Sweep continuously reads live metadata and exposes it to AI agents, giving business and technical teams one visual layer to plan and safely change systems - and to reason across multiple orgs and platforms.
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