What is Levitate?
Levitate operates at the intersection of relationship marketing and communication technology, providing a sophisticated platform that enables service-focused professionals to nurture authentic client connections. By integrating personalized outreach tools with AI-driven content creation, the company addresses the critical need for consistent, high-quality communication across email, social media, and messaging channels. Its market position is defined by its ability to simplify complex networking tasks, allowing small businesses to maintain robust referral networks and improve client retention rates through automated, yet highly personalized, engagement strategies.
How much funding has Levitate raised?
Levitate has raised a total of $45M across 3 funding rounds:
Other Financing Round
$14M
Series D
$15M
Unspecified
$16M
Other Financing Round (2023): $14M with participation from Tippet Venture Partners, Protagonist, and Bull City Venture Partners
Series D (2024): $15M led by Harbert Management, Bull City Venture Partners, and Northwestern Mutual Future Ventures
Unspecified (2026): $16M supported by Harbert Management, Bull City Venture Partners, and Northwestern Mutual
Key Investors in Levitate
Harbert Management
A private equity firm specializing in mezzanine, middle-market, and later-stage investments across technology, life sciences, and B2B commerce sectors.
Bull City Venture Partners
A venture capital firm based in Durham, NC, focused on supporting early-stage B2B software founders who are shaping the future of technology.
Northwestern Mutual
A mutual financial services company providing comprehensive financial planning, insurance, and investment solutions with a focus on long-term client outcomes.
What's next for Levitate?
With the successful closure of this major strategic investment, Levitate is poised to enter a new phase of operational scaling. The company is expected to prioritize the enhancement of its AI-driven communication engine, further refining its ability to generate context-aware content that resonates with diverse client bases. Furthermore, the capital will likely support aggressive market expansion efforts, enabling the firm to capture a larger share of the B2B software market. As Levitate continues to mature, the focus will remain on deepening its integration capabilities and providing service-focused businesses with the tools necessary to thrive in an increasingly digital-first economy.
See full Levitate company page