The problem
With ad tracking gone, brands can't see who is in market or reach them affordably outside paid social
What they do
AI agents that find, target and convert high-intent shoppers for ecommerce brands
Traction ~$15M run rate by end-2026 (from $10M Jan 2026), profitable; 700+ brands
Hiring trend
- Open roles
- 6
- Ops roles
- 2
- Headcount
- ~82
Headcount ~82, +6.5% YoY (LinkedIn); open roles ~3 (Oct 2025) → 6 now
Latest news
Aug 2026
Checkmate (Checkmate Intelligence) launched mate publicly: 700+ brands, ~$15M run rate, profitable ↗Funding
- Last round
- $15M
- Stage
- Series A
- Date
- May 2023
Led by GV
- Hiring+16 open roles on the live job board (3–9 roles = +1)
- Funding recency0Series A · $15M, May 2023 (41 months ago): over 24 months = 0
- Traction+1.5Strong growth: ~$15M run rate by end-2026 (from $10M Jan 2026), profitable; 700+ brands
- Red flags0None found in the last 24 months
- Total2.51 + 0 + 1.5 − 0 = 2.5 → Steady (1.5–3.49)
Distance (10K) is a separate read on how long the lead can last. It doesn't change the score.
Distance
10K · edge: grows with users
Two-sided loop of 100M+ shoppers on the Checkmate app/extension and 700+ brands, profitable with fast growth; but it trails Honey, Rakuten and Capital One Shopping on the consumer side and depends on Chrome and App Store rules for extensions and affiliate links.
Sources: EIN Presswire: Mate comes out of stealth with 700+ brands and ~$15M run rate (Aug 2026) ↗ · Rory Garton-Smith: Performance Network launch, $10M run rate, revenue +400% in 20 weeks (Jan 2026) ↗ · Chrome for Developers: affiliate-ads policy tightened for coupon extensions (Mar 2025) ↗
Last checked Oct 25, 2026