Levitate Raises $16M in Growth-Stage Funding Round Led by Harbert Growth Partners

Why It Matters

The infusion of capital enables Levitate to deepen AI capabilities and broaden its market reach, positioning the company as a key enabler of scalable, personalized relationship marketing for SMBs.

Key Takeaways

• Levitate raised $16M, total funding $71M.
• Platform serves 8,000+ relationship-driven businesses.
• AI tools automate multi-channel outreach while preserving personalization.
• Funds target AI development, sales expansion in US and Canada.

Pulse Analysis

Relationship‑driven industries such as financial advisory, real estate, and nonprofit services are grappling with the paradox of needing constant, personalized contact while managing ever‑growing contact lists. Traditional CRM solutions often fall short, offering either manual, time‑intensive processes or generic mass‑mailing tools that erode trust. In this context, AI‑enhanced outreach platforms have emerged as a strategic answer, allowing firms to maintain a human touch at scale and freeing staff to focus on higher‑value activities.

Levitate differentiates itself by bundling AI automation with a "Service‑as‑Software" model that pairs technology with dedicated coaching and support. This hybrid approach addresses a common pain point for small and mid‑size businesses: the lack of in‑house expertise to translate raw automation into effective relationship marketing. By integrating email, social, texting, review management, and even handwritten card workflows into a single dashboard, Levitate creates a unified customer‑engagement hub that feels less like advertising and more like genuine relationship building.

The recent $16 million raise signals strong investor confidence in the market potential of AI‑driven relationship tools. With capital earmarked for advanced machine‑learning features and geographic expansion, Levitate is poised to capture a larger share of the North American SMB segment. Competitors that rely solely on pure software risk lagging behind as buyers increasingly value the combination of intelligent automation and human guidance. Levitate’s growth trajectory will likely accelerate adoption of AI in relationship marketing, reshaping how trust‑centric businesses acquire and retain clients.

Deal Summary

Raleigh-based AI relationship marketing platform Levitate announced a $16 million funding round led by Harbert Growth Partners, with participation from Northwestern Mutual Future Ventures and Bull City Venture Partners. The new capital will fund AI development, product expansion, and team growth across North America, bringing Levitate’s total funding to $71 million.