Aligned Raises $60M Series B to Expand Its AI Deal Workspace for Enterprise Sales

Aligned has raised a $60 million Series B led by PeakSpan Capital, with participation from existing investors Hetz Ventures, JAL Ventures, and NFX, bringing the company’s total funding to $73.8 million. The investment comes as the company expands beyond its origins in Digital Sales Rooms to position its platform as an AI-powered execution layer where buyers, sellers, and AI agents collaborate throughout the entire B2B sales process.

Founded by Gal Aga, Gal Deitsch, and Yotam Sela, Aligned operates from New York and Tel Aviv. According to the company, its platform is now used by more than 70,000 sellers and 1 million buyers each month, with customers including Deel, Similarweb, WordPress, Salesforce, ServiceNow, Productboard, and HubSpot. The company also reports tripling its annual recurring revenue over the past year while maintaining leadership in the Digital Sales Room category

Moving Beyond CRM Toward Deal Execution

Customer relationship management (CRM) systems have traditionally served as systems of record, storing customer interactions and pipeline data. More recently, revenue intelligence platforms have emerged to analyze sales calls and forecast outcomes using conversation data.

Aligned is pursuing a different layer of the sales technology stack. Rather than focusing on recording or analyzing completed interactions, the platform is designed to become the workspace where deals are actively managed as they progress.

Following an initial sales meeting, representatives share a single browser-based workspace with buyers that requires no login. Documents, proposals, mutual action plans, comments, tasks, timelines, stakeholder collaboration, and communications remain centralized instead of being distributed across email threads, shared drives, and messaging platforms.

The company’s objective is to reduce the operational complexity that often slows enterprise purchasing decisions involving multiple stakeholders.

An AI Workspace Built Around Live Deal Context

A key differentiator in Aligned’s architecture is what it calls its AI Deal Brain, which continuously combines information from CRM systems, emails, sales calls, buyer engagement, and activity occurring between meetings.

Instead of relying only on information manually entered after customer interactions, the platform analyzes how buying teams engage throughout the purchasing process.

This enables several AI-driven capabilities, including:

• Seller agents that identify deal risks, prepare follow-up communications, and recommend next actions.
• Buyer agents that answer stakeholder questions directly inside the shared workspace.
• Automatic stakeholder mapping to identify decision-makers participating in complex purchases.
• AI-generated business cases, summaries, mutual action plans, and deal documentation.
• Continuous monitoring of buyer engagement to identify stalled opportunities before they become lost deals.

Because these capabilities operate inside the workspace where buyers and sellers collaborate, Aligned argues that its AI has access to significantly more context than standalone CRM or call-analysis platforms.

Addressing the Growing Complexity of Enterprise Buying

Enterprise purchasing has changed significantly over the past decade.

Large software purchases increasingly involve finance departments, procurement teams, legal reviewers, security specialists, IT administrators, and executive sponsors. Sales representatives may interact directly with only a small portion of the overall decision-making process.

This leaves much of the buying journey occurring asynchronously between meetings through internal discussions, document reviews, email exchanges, and stakeholder collaboration.

Aligned was originally created to address this challenge through Digital Sales Rooms. Earlier this year, the company expanded that concept into what it calls the AI Deal Workspace, incorporating autonomous AI capabilities into the shared buying environment rather than limiting AI to post-meeting summaries or CRM updates.

Funding Will Support Agentic Sales Execution

Aligned plans to use the Series B funding to accelerate three primary initiatives.

The first is expanding its agent-native architecture by further developing autonomous buyer agents, seller agents, and the AI Deal Brain that coordinates activity throughout the sales process.

The second focuses on serving larger enterprise organizations through additional compliance certifications, deeper integrations, enhanced permission controls, and enterprise-grade security capabilities.

Finally, the company intends to expand its go-to-market operations, including sales, marketing, customer success, and revenue operations as adoption grows.

The Broader Shift Toward AI Execution Platforms

The latest funding reflects a broader transition taking place across enterprise software. Much of the first generation of enterprise AI focused on generating content, summarizing conversations, or providing recommendations that still required employees to execute the next steps manually.

Increasingly, software vendors are building AI systems that participate directly in business workflows by coordinating tasks, maintaining context across applications, and automating portions of day-to-day operations. In sales technology, this includes activities such as preparing follow-ups, tracking stakeholder engagement, organizing deal resources, surfacing risks, and helping buyers navigate complex purchasing processes.

As organizations continue adopting agentic AI, platforms that combine shared workspaces with continuously updated operational context may become an increasingly important part of enterprise software infrastructure, allowing AI systems to operate within the workflow itself rather than alongside it.