scratchpad.ai
“Can an AI workspace on top of Salesforce become the primary interface where sellers actually work, and reduce the CRM to a backend database?”
Founded2020
HQCovina, California, United States (with offices in San Francisco)
FoundersPouyan Salehi, Cyrus Karbassiyoon
Total raised$49.6M
Latest roundSeries B, 2022
IndustryHorizontal SaaS / Sales (RevOps)
The story
Scratchpad launched in 2020 as a fast Chrome-based notation layer over Salesforce to save reps from CRM data entry. After Series B (2022) it expanded from a single-rep tool into a full revenue-team workspace with AI field updates, notetaker, and deal agents. In 2025 the company added Clearskies, positioning itself as the context layer between external LLMs and Salesforce — repositioning from productivity utility to AI-native sales execution platform.
Product timeline
2020
Founded by Pouyan Salehi and Cyrus Karbassiyoon (previously PersistIQ) as a workspace layer on top of Salesforce.· founding
2020
Raised $3.6M seed round.· funding
2021
Series A of $13M led by Craft Ventures.· funding
2022
Series B of $33M to expand from single-player tool to full revenue team workspace.· funding
2025
Launched Clearskies — a context layer for external LLMs (ChatGPT/Claude/Gemini) that pulls Salesforce context.· pivot
The stack
1 layer disclosed in scratchpad.ai’s embedded-finance stack
Payments / PSP
Accounting gap: none