← Competitors

Lapis (Lapis Labs Inc.)

trylapis.comfounded 2025San Francisco, CA (2261 Market St STE 86894)hybrid
direct
Last run 15/9/2026 · 50 new posts, 27 new people
How they describe themselves

Self-improving ads engine for modern growth teams: AI agents that create, launch and optimize paid ads across ChatGPT (ChatSense), Google/Meta/LinkedIn/TikTok/Reddit (OmniSense), with matched landing pages (RapidDomain) and reconciled attribution (Wayfinder). "The AdSense for the AI era."

Most recent · 2026-09-15
Logo wall on /agenticads lists Indian BFSI and enterprise brands (ICICI, Kotak, Axis Bank, LIC, Bajaj, Shriram, Tata, Tata Power, Britannia, BSNL, Berger, Deccan Herald, Bata) plus Dr Pepper, Hyundai, Samsung, Dominos, LG, Tupperware, Amway

"Trusted by 1,500+ marketing teams including". Unverified; consistent with free-tier sign-ups by employees. Directly overlaps the Brushless BFSI ICP.

01

Who founded it

Sai Surbehera
Co-founder & CTO
Engineering

Ex MLE Walmart Search (recall + reranking). Builds the ads engine.

Varunram Ganesh
Founder & CEO
Leadership

Sales, GTM, founder brand (X @varunram; ghostwritten LinkedIn). Ex Head of Growth / employee #3 at Warp (YC W23, 0→$2.5M), MIT Media Lab DCI (Bitcoin Lightning), Deskera marketing.

02

Who runs it

The shape of the org tells you the motion. Read the titles, not the headcount.

Sofia Alejandro
Head of Operations
Go-to-market

Bylines most of the 109 SEO resource pages; answers AppSumo reviews; support.

Cassandra Liau
Head of Design
Product

Design lead (Vibe Kits, templates).

03

Who they're hiring

Current staff show the motion they have. Open roles show the one they are buying. Two sources: LinkedIn job listings, and their own we-are-hiring posts, which for smaller teams are often the only public trace.

No open listings found on LinkedIn Jobs.
LinkedIn misses a lot, especially for India-based teams who post to hirist or cutshort. The hiring posts below are the better signal here.
Hiring posts (2)
Ayush Sharma2025-04-29
Warp just crossed $125M in payroll volume. And we’re only getting started. By the end of this year, we're on track to process over $1 billion+ in transactions through Warp. We're growing quickly, and have an incredible
Ayush Sharma2024-07-09
We're hiring a Customer Success Manager at Warp. If you want to work on a product beloved by startup founders and help them make the most of it. You'll work directly with me and Sarah Bai in this role and learn a ton. W
04

How they relate to us

YC F25 two-founder company that pivoted from AI-search (GEO) analytics to an on-brand image-ad generator between Dec 2025 and Jan 2026, then rode the OpenAI Ads Manager launch (May 2026) into a managed "agents + strategist" model. Founder claims "3x since April" (May 2026), "5 people, mid seven figures in revenue" (Aug 2026) and a "second $1M revenue month" (14 Sep 2026); revenue likely includes managed media/service fees. Distribution = YC network + AppSumo LTD (Mar 2026, 4.0/5, sold out) + G2 review push (42→119 reviews, 4.5→4.9 in five months) + ghostwritten founder LinkedIn + 109 programmatic SEO pages (organic still <1K visits/mo on Ahrefs). Logo wall claims Indian BFSI/enterprise (ICICI, Kotak, Axis, LIC, Bajaj, Shriram, Tata) — unverified, likely free-tier sign-ups. Direct overlap with Brushless on "on-brand ads from brand assets, every size"; they do not do approved-master adaptation, layered/editable output, or a verified receipt. Weak spots from reviews: one company per account (kills agencies), credits not renewing, slow support, brand colours mis-detected with no manual override, generic copy, bugs/speed, no SOC 2, ToS lets them train on outputs.

Logo wall on /agenticads lists Indian BFSI and enterprise brands (ICICI, Kotak, Axis Bank, LIC, Bajaj, Shriram, Tata, Tata Power, Britannia, BSNL, Berger, Deccan Herald, Bata) plus Dr Pepper, Hyundai, Samsung, Dominos, LG, Tupperware, Amway

"Trusted by 1,500+ marketing teams including". Unverified; consistent with free-tier sign-ups by employees. Directly overlaps the Brushless BFSI ICP.

PIVOT: homepage becomes "AI Image Ad Generator for Startups and Growth Teams"

Free / Basic $99 (15 credits) / Pro $599 (150 credits) / Enterprise. "ChatGPT Ads coming March 2026". First G2 review dated 6 Jan 2026, so the pivot landed Dec 2025-Jan 2026, right after Demo Day.

Site still "AI Search Analytics", 200+ businesses, tiers Starter/Growth/Supernova/Nebula

Wayback capture. Demo Day ~Dec 2025 per Warp Speed podcast (countdown clock).

05

Money

Estimates are labelled. Nothing here is audited.

LinkedIn followers
LinkedIn 2,000 · X 1,024
2026-09-15 · reported
reviews
G2 119 reviews / 4.9; AppSumo 8 reviews / 4.0
2026-09-15 · reported
Customers
1,500+ marketing teams, 30+ enterprises
2026-09-15 · reported
Entry price
$99/mo Basic (25 credits); managed tiers custom
2026-09-15
Headcount
5 FTE (founder) / 8 LinkedIn members
2026-09-15 · reported
Revenue
$1M revenue month (second one)
2026-09-14 · reported
organic_traffic
Ahrefs est. 79 organic + 2 paid visits/mo (peak 759 in Jun 2026)
2026-09-01 · reported
RoundAnnouncedAmountLeadOther investorsValuation
YC F252025-10-16$500K (YC standard deal)Y CombinatorY Combinator—
pre-seed—undisclosed (Founders Future; Airframe est. $500K total raised, $7.1M valuation)Founders FutureFounders Future—
06

Everything being said

Their own posts, their employees', and anyone else naming them. 50 pieces captured, 11 in the last 5 months. Click any card for the full post.

07

What that adds up to

Where their reach is
SourcePostsAvgBest
owned founder48131606
owned company279149

Best performing source is owned founder at 131 avg. Their weakest owned channel is owned company at 79.

What they post about, by what works
hiring228 avg · 2 posts
culture146 avg · 15 posts
events140 avg · 7 posts
thought leadership129 avg · 11 posts
customer win108 avg · 10 posts
product76 avg · 3 posts
seo comparison46 avg · 2 posts
08

People to talk to

Former staff, best first. Recent leavers are the warmest — they still remember the numbers and no longer have a reason to protect them.

No former staff found yet.
Run the updater with --sources alumni to sweep LinkedIn for people who list this company as a past employer.
09

Website changes

Every run re-fetches their key pages and diffs against the last capture. Unchanged pages only bump the timestamp.

Docsbaseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

AppSumo listingbaseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

YC company pagebaseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

Compare: vs AdCreativebaseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

Resources index (programmatic SEO)baseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

Customers / G2 badgesbaseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

Product: Wayfinder (attribution)baseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

Product: RapidDomain (landing pages)baseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

Product: OmniSense (paid ads)baseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

Product: ChatSense (ChatGPT ads)baseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

Product: AI ad generator (logo wall)baseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

Pricingbaseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

Homepagebaseline
15 Sept, 02:05 pm

First capture. The next run diffs against this, so changes show up from here on.

10

Full change log

Everything we have logged, newest first.

2026-09-15
customerreported
G2 review base grows from 42 reviews / 4.5 (Apr 2026) to 119 reviews / 4.9 (Sep 2026); 8 Summer 2026 G2 badges

Recurring dislike theme on G2: lack of creativity in ad copy, manual adjustments for cultural needs (3 mentions); preference for usage-based over credit pricing.

source
2026-09-15
pricing
Pricing Sep 2026: self-serve collapsed to Basic $99 only; Pro $599 removed; two Managed tiers (Traditional ads, ChatGPT + LLM ads) at custom pricing with a dedicated strategist

Moves the company from SaaS to agents+strategist (agency-like) revenue. 14-day trial, no card.

source
2026-09-15
positioninginferred
Logo wall on /agenticads lists Indian BFSI and enterprise brands (ICICI, Kotak, Axis Bank, LIC, Bajaj, Shriram, Tata, Tata Power, Britannia, BSNL, Berger, Deccan Herald, Bata) plus Dr Pepper, Hyundai, Samsung, Dominos, LG, Tupperware, Amway

"Trusted by 1,500+ marketing teams including". Unverified; consistent with free-tier sign-ups by employees. Directly overlaps the Brushless BFSI ICP.

source
2026-09-15
content
Alumni collector is unusable for this id: "Lapis" collides with Lapis Advisers, Lapis Health and several agencies named Lapis; 27 false "former employees" removed on 15 Sep 2026

Run competitor-update for lapis with -s company,people,mentions,web,jobs (skip alumni) until the collector supports a company-URL filter.

2026-09-14
gtmreported
Founder: "second $1M revenue month"; second month driven by expansion into existing customers, first by new logos

550 likes, 105K views. "Buyer can buy on one call if you do enough prep."

source
2026-09-14
content
109 /resources + 23 /compare pages, all last-modified Aug-Sep 2026 (programmatic SEO burst, mostly ChatGPT-ads and India-language keywords)

Ahrefs organic traffic still tiny: 759/mo peak Jun 2026, 79/mo Sep 2026. Growth is not SEO-led yet.

source
2026-09-14
launch
Wayfinder: cross-channel attribution / reconciled outcome ledger product page live

Fourth product: counts each conversion once across ChatGPT/Google/Meta.

source
2026-08-26
fundingreported
Raising $6M Seed+ (AngelsRound spotlight); backed by YC and Founders Future

Target customers: businesses spending $10K+/yr on paid ads.

source
2026-08-25
launch
ChatSense: managed ChatGPT ads product, press release + ChatGPT-ads SEO cluster (~40 pages)

OpenAI Ads Manager went self-serve 5 May 2026 and global (incl. India) Aug 2026; Lapis positions as the intelligence layer above it, with a first-party conversion pixel + CAPI. Founder: recommended CPC $3-5, min budget $25/day.

source
2026-08-15
gtmreported
Founder: "5 people. Mid seven figures in revenue."

LinkedIn post (84 reactions). Likely gross incl. managed campaigns.

source
2026-06-04
pricing
Pricing Jun 2026: Free (5 cr) / Basic $99 (25 cr) / Pro $599 (250 cr) / Enterprise (ChatGPT Ads enterprise-only)

Wayback capture. 6 platforms, Vibe Kit, Rate-Your-Ad, content calendar, Figma/Notion integrations on Pro.

source
2026-05-16
gtmreported
Founder: "grown 3x since April, crossed $X M ARR", hiring eng/sales/support

119 likes, 44K views. "We don't have a PM, issues, tickets or a CRM. We operate on Slack."

source
2026-03-19
gtm
AppSumo lifetime deal launched (Tier 1/2/3: 20/40/100 credits per month, 1/2/10 users)

AppSumo Select. Sold out by Jul 2026 with 8 reviews, 4.0/5. Complaints: one company per account, credits not renewed, slow support, wrong brand colours with no manual edit, high credit burn. Spawned affiliate YouTube/blog reviews (LearnWire 3.5/5: speed and bug issues).

source
2026-02-08
positioning
PIVOT: homepage becomes "AI Image Ad Generator for Startups and Growth Teams"

Free / Basic $99 (15 credits) / Pro $599 (150 credits) / Enterprise. "ChatGPT Ads coming March 2026". First G2 review dated 6 Jan 2026, so the pivot landed Dec 2025-Jan 2026, right after Demo Day.

source
2025-11-21
positioning
Site still "AI Search Analytics", 200+ businesses, tiers Starter/Growth/Supernova/Nebula

Wayback capture. Demo Day ~Dec 2025 per Warp Speed podcast (countdown clock).

source
2025-10-16
launch
YC F25 launch as an AI-search (GEO) analytics platform

"Fastest, most accurate analytics platform for AI search engines"; 650M tokens/day; 100+ startups incl. Warp, Reducto, Greptile. Free to start.

source

Last reviewed 2026-09-15. Refresh with npx tsx --env-file=.env.local scripts/competitor-update.ts -c lapis.