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ShiftUp

Account planning agents that run inside Salesforce

Raised to date

$1.2M

of $2.5M offered across 1 Form D filing

Still open
$1.3M
Investors
8
Last filed
May 26, 2026

About

ShiftUp is a Phoenix, Arizona company building an AI sales intelligence platform that runs natively inside Salesforce. Its AI agents continuously scan a customer's addressable market and surface net-new, expansion and win-back opportunities, then produce the account plans, stakeholder maps, business cases and deal scorecards a seller would otherwise research by hand. Founded in 2025 by Nick Valla, Ken Valla and Ryan Adamson, it raised a $3M seed round and has since listed on the Salesforce AppExchange.

Rather than training or prompting sellers, it does the account research and strategy work autonomously, and it operates inside Salesforce itself instead of as a separate tool the rep has to visit.

Funding

  • Security to be acquiredFiled May 26, 2026Form D
    $1.2M/ $2.5M

Product

ShiftUp AI Revenue Intelligence

Agentic sales execution software

A Salesforce-native agentic platform that evaluates every account in a company's addressable market against its ICP and sales plays, then generates ready-to-execute account strategy across the full sales cycle.

  • Always-on AI agents scanning the full addressable market
  • Detection of net-new, expansion and win-back opportunities
  • Automated account plans, stakeholder maps and business cases

Built for

Enterprise revenue and sales teams running on Salesforce; named customers include Lookout, IPRO, Prime Healthcare Staffing and Inseego

People on file