The 100 List — Mandate Edition

Checked 2026-07-19. All Act postings verified live via direct ATS link as of this date. Watch postings verified where linked; IC clusters confirmed at source.

Six Director+ design roles confirmed live with US-compatible geography. Four companies at Watch with verified ATS signals. Ninety at Ignore-until-trigger, each with a named promotion condition.

Act today on six: HackerOne (Director, AI Product Design), PointClickCare (Sr. Director, Design & UX), Talkiatry (Director of Product Design), Harvey (Director, Product Design, Core Product — NYC hybrid), HighLevel (Sr. Director, Product Design), Instrument (Design Director, Product Design). All verified. All live. All have mandates you can read.

Abridge has a parallel IC cluster in clinical AI. Phantom has a Director posting that needs freshness reconfirmation.

Five anchor roles on the live board (Vanta, Faros, Babylist, Cardinal, Kettle) each represent a mandate archetype pressurizing dozens of companies that haven't posted yet. This edition reorganizes the 100-company monitoring universe around those mandate types. Two scoring filters govern cluster order: activation likelihood (how close is a Director+ search) and supervision burden density (how central is human oversight of AI output to the product). Highest-scoring clusters surface first. Each entry answers one question: which version of your story do you lead with here?

1. Enterprise Trust & Compliance Platforms

Activation: Highest | Supervision burden: Very high

Vanta's Head of Design posting is the visible tip. The mandate underneath it is spreading: AI automates evidence collection and risk scoring, which means the human's job shifts from gathering proof to judging whether the proof holds up. Every compliance and identity platform absorbs that same shift right now. HackerOne has a live Director posting that names the problem outright — agentic AI doing operational work while humans provide oversight, accountability, and strategic decision-making. Activation is highest because HackerOne's posting is confirmed live and Vanta's search sets the template for the cluster. Supervision burden is very high because every product here exists to prove something is trustworthy. The design surfaces ARE the trust mechanism.

1. HackerOne. [Net-new] Security platform connecting enterprises with ethical hackers and AI-powered pentesting agents for continuous vulnerability discovery.

• Stage / Size / Capital: Late stage, ~450 employees, $160M+ raised.
• Offices: San Francisco HQ. Remote US confirmed.
• Value chain: Midstream security platform sitting between enterprises generating attack surface and researchers/agents finding vulnerabilities. Design owns risk prioritization, human oversight of AI-discovered vulnerabilities, and remediation workflow clarity.
• Best at: Only platform combining the world's largest ethical hacker community with agentic AI for continuous threat exposure management. Nobody else has both sides.
• Signals: Director, AI Product Design live, Remote US. Posting date unconfirmed; listed as of 2026-07-19. Explicitly names agentic AI, human-in-the-loop oversight, transparent AI systems, and accountability. Reports to CPO.
• Portfolio match + action: Lead with "Trust Is the New Interface." The essay's oversight framework (users anchor to worst outcome, not average accuracy) speaks directly to their stated mandate of "intelligent agents doing operational work while humans provide oversight." Carrier IQ reinforces with regulated-workflow automation proof where AI generates high-stakes output a professional must review. Act.

2. Drata. [Net-new] Continuous compliance automation platform mapping security controls to frameworks (SOC 2, ISO 27001, HIPAA, GDPR) with real-time monitoring.

• Stage / Size / Capital: Series C, ~600 employees, $328M raised at $2B+ valuation.
• Offices: San Diego HQ. Remote US.
• Value chain: Midstream compliance platform. Direct Vanta competitor. Design scope covers evidence legibility, control-state dashboards, audit-readiness surfaces.
• Best at: Framework coverage breadth and setup speed. 80+ integrations pulling evidence automatically.
• Signals: No Director+ design role posted. No recent product signal — last major milestone was Series C close (late 2022). Rapid headcount growth through 2024-2025.
• Portfolio match + action: Alibaba CS. The compliance-dashboard problem mirrors Alibaba's procurement-trust architecture: users making high-stakes decisions (audit readiness, control sufficiency) based on system-presented evidence, where confidence in the data determines whether they act. Ignore-until-trigger. Trigger: design leadership posting or named design leader departure.

3. OneTrust. [Net-new] Privacy, security, and data governance platform serving 14,000+ customers across consent management, data discovery, GRC, and ethics compliance.

• Stage / Size / Capital: Late stage, ~2,000 employees, $920M raised at $5.3B valuation.
• Offices: Atlanta HQ. London, Bangalore, Melbourne, San Francisco. Remote roles available.
• Value chain: Downstream application layer for privacy/governance. Owns the customer relationship with compliance officers, DPOs, and legal teams. Broad design scope: consent UX, data mapping, risk dashboards, regulatory workflow.
• Best at: Market breadth. Covers privacy, security, ethics, and ESG in one platform. No competitor matches that span.
• Signals: No Director+ design role posted. Layoffs in 2023, rebuilding since. AI-powered data discovery features launched 2024-2025.
• Portfolio match + action: Alibaba CS. Enterprise platform redesign at massive scale where multiple user types (compliance officers, legal, IT) share overlapping workflows. The cross-functional sprint structure across homepage, search, and PDP is the same coordination problem. Ignore-until-trigger. Trigger: Director+ design posting or design org restructuring signal.

4. Secureframe. [Net-new] Compliance automation platform for SOC 2, ISO 27001, HIPAA, PCI DSS with AI-powered risk assessment and continuous monitoring.

• Stage / Size / Capital: Series B, ~200 employees, $79M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Midstream compliance platform competing with Vanta and Drata. Smaller, growing. Design scope: compliance workflow, evidence collection, AI risk scoring surfaces.
• Best at: Speed to compliance. Positions as fastest path from zero to audit-ready, with an AI copilot for remediation guidance.
• Signals: No Director+ design role posted. AI compliance copilot launched 2025. Growing headcount.
• Portfolio match + action: Thermo Fisher mySupply. 0→1 platform build in a regulated context where exception-first design matters — the 3 failing controls out of 197 that need human attention. Ignore-until-trigger. Trigger: design leadership posting or headcount crossing 250.

5. Persona. [Net-new] Identity verification and fraud prevention platform offering KYC, document verification, and risk-based decisioning via API and dashboard.

• Stage / Size / Capital: Series C, ~400 employees, $200M+ raised at $1.5B valuation.
• Offices: San Francisco HQ. Remote US.
• Value chain: Infrastructure/platform layer for identity. Upstream of every application company needing user verification. Design scope spans consumer-facing verification flows and enterprise risk dashboards.
• Best at: Verification accuracy and conversion optimization. The tension: making identity verification feel trustworthy to end users while catching fraud.
• Signals: No Director+ design role posted. Continued expansion into fraud prevention and risk scoring. AI-powered document verification improvements through 2025-2026.
• Portfolio match + action: Allē. Dual-surface product (consumer verification flow + enterprise risk dashboard) where both surfaces must feel trustworthy and design determines conversion at scale. Ignore-until-trigger. Trigger: design leadership posting or design team expansion signals.

6. Thoropass. [Net-new] Compliance automation platform (formerly Laika) combining software with in-house audit services for SOC 2, ISO 27001, HIPAA, HITRUST.

• Stage / Size / Capital: Series C, ~250 employees, $98M raised.
• Offices: New York HQ. Remote US.
• Value chain: Vertically integrated — owns both compliance software and audit delivery. Unusual model. Design scope: audit workflow, evidence management, auditor-client collaboration surfaces.
• Best at: Bundling compliance software with managed audit services. Only major player delivering both the tool and the audit.
• Signals: No Director+ design role posted. Rebrand from Laika completed 2023. No recent product signal.
• Portfolio match + action: Red Cross. Multi-role platform where different stakeholders (client, auditor, compliance officer) share one record for the first time. The caseworker-first principle — 3 roles sharing one record: field volunteers, finance officers, program directors — applies directly to the auditor-client collaboration surface. Ignore-until-trigger. Trigger: design leadership posting.

7. Socure. [Net-new] AI-powered identity verification platform using predictive analytics across 300+ data sources for real-time identity decisioning.

• Stage / Size / Capital: Series E, ~500 employees, $741M raised.
• Offices: New York HQ. Remote US roles.
• Value chain: Infrastructure layer for identity decisioning. Serves banks, fintechs, government agencies. Design scope: risk scoring dashboards, decision explanation surfaces, false-positive review workflows.
• Best at: Predictive accuracy — claims 95%+ auto-approval rates with fraud catch rates exceeding competitors. The real design problem: explaining AI confidence to human reviewers who need to act on it.
• Signals: No Director+ design role posted. Government sector expansion (IRS, state agencies) ongoing.
• Portfolio match + action: "Trust Is the New Interface." The essay's core argument — one confident wrong answer does more damage than ten correct ones repair — maps directly to fraud-decision UX where a single false positive destroys user trust in the entire system. Ignore-until-trigger. Trigger: design leadership posting.

8. Abnormal Security. [Net-new] AI-native email security platform using behavioral AI to detect socially engineered attacks, BEC, and account takeover.

• Stage / Size / Capital: Series D, ~600 employees, $284M raised at $5.1B valuation.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for email security. Design scope: threat detection dashboards, incident response workflows, AI explanation surfaces.
• Best at: Behavioral AI approach. Models normal communication patterns and flags anomalies. The design problem: explaining why an email is suspicious without drowning the security team in noise.
• Signals: No Director+ design role posted. Valuation doubled in 2024. Expanding from email into multi-channel communication security.
• Portfolio match + action: Brand Pulse. Live AI monitoring system where every mention is scored as it lands (sentiment, urgency, source) and the human decides what needs attention. The monitoring-and-triage pattern — hourly health score, surfacing anomalies from a stream — is structurally identical to threat detection dashboards. Ignore-until-trigger. Trigger: design leadership posting or design team expansion.

9. Chainguard. [Net-new] Software supply chain security platform providing hardened container images and SBOM tooling to eliminate known vulnerabilities before deployment.

• Stage / Size / Capital: Series C, ~300 employees, $256M raised at $3.5B valuation.
• Offices: Remote-first. US-based.
• Value chain: Infrastructure layer for software supply chain. Developer-facing product. Design scope: developer experience, vulnerability dashboard, compliance evidence surfaces.
• Best at: Prevention over detection. Ships container images with zero known CVEs rather than scanning after the fact.
• Signals: No Director+ design role posted. Series C closed early 2025. Rapid headcount growth.
• Portfolio match + action: Thermo Fisher mySupply. Supply chain visibility platform where exception-first design matters — surface the 3 vulnerable packages out of 197 that passed. Direct supply chain domain overlap. Ignore-until-trigger. Trigger: design leadership posting or first design-titled hire.

10. SafeBase. [Net-new] Smart trust center platform automating security questionnaire responses and providing branded portals for sharing compliance documentation with prospects.

• Stage / Size / Capital: Series B, ~100 employees, $33M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Downstream application layer at the sales-security intersection where prospects evaluate vendor trust. Design scope: trust center UX, questionnaire automation, buyer-facing compliance surfaces.
• Best at: Turning security compliance from a sales blocker into a sales accelerator. That reframe is the entire product.
• Signals: No Director+ design role posted. AI-powered questionnaire automation launched 2025. Small but growing.
• Portfolio match + action: Alibaba CS. Trust architecture at the moment before a transaction where the buyer needs confidence to proceed. The procurement-trust problem (will this supplier deliver?) maps to the vendor-trust problem (is this vendor secure?). Ignore-until-trigger. Trigger: headcount crossing 150 or design-titled hire.

2. Clinical AI & Regulated Care Workflows

Activation: High | Supervision burden: Very high

Babylist's Director, Product Design (AI Builder) anchors the consumer side of this mandate, but the supervision burden is heaviest where AI output has direct patient consequences. Clinicians are being asked to trust, verify, and act on AI-generated summaries and recommendations under time pressure, with no margin for a confident wrong answer. Two live Director+ roles confirmed. One IC cluster building at Abridge. Activation is high because PointClickCare and Talkiatry have live Director+ postings, and Abridge's IC cluster signals a leadership hire within months.

1. PointClickCare. [Net-new] Healthcare technology platform for senior care — EHR, care coordination, and analytics across skilled nursing, senior living, and home health.

• Stage / Size / Capital: Late stage (PE-backed, Hellman & Friedman), ~2,000 employees.
• Offices: Mississauga, ON HQ. Remote USA roles confirmed.
• Value chain: Vertically integrated healthcare platform owning the care-continuum workflow from admission to discharge. Design scope: clinical documentation, care coordination, AI-enabled analytics dashboards.
• Best at: Market dominance in post-acute care — used by 80%+ of US skilled nursing facilities. Design decisions here affect millions of patient records.
• Signals: Sr. Director, Design & User Experience live, Remote USA. Posting date unconfirmed; listed as of 2026-07-19. Names scalable AI-enabled product experiences and complex B2B healthcare portfolio.
• Portfolio match + action: Lead with Thermo Fisher mySupply. Regulated enterprise platform where multi-stakeholder workflows (clinicians, administrators, families share data) and exception-first design (surface the 3 patients needing intervention out of 197) determine clinical outcomes. Direct regulated-context proof. Act.

2. Talkiatry. [Net-new] In-network psychiatric care platform combining telepsychiatry with proprietary clinical software for patient booking, provider workflows, and treatment management.

• Stage / Size / Capital: Series C, ~800 employees, $230M+ raised.
• Offices: New York HQ. Remote roles confirmed.
• Value chain: Vertically integrated — owns both clinical delivery and the software platform. Design scope: patient booking flows, patient portal, provider software, internal operational tools.
• Best at: Combining clinical care delivery with purpose-built software. The design leader owns both patient-facing and provider-facing products. Real scope.
• Signals: Director of Product Design live, Remote. Posting date unconfirmed; listed as of 2026-07-19. Leader will own patient booking, patient portal, provider software, and internal tools while growing the design team.
• Portfolio match + action: Lead with Red Cross. Multi-role platform (patients, providers, operations) sharing one system, built under real constraints with direct human consequences. The 6-systems-to-1 consolidation and caseworker-first design principle map to Talkiatry's multi-surface mandate. Act.

3. Abridge. [Net-new] Clinical AI documentation platform generating structured medical summaries from patient-clinician conversations with source-mapped verification.

• Stage / Size / Capital: Series C, ~300 employees, $212M raised.
• Offices: San Francisco, New York, Pittsburgh. Hybrid roles confirmed for SF/NYC.
• Value chain: Application layer for clinical AI. Sits between the conversation and the medical record. Design scope: AI summary verification, evidence mapping, clinician trust surfaces.
• Best at: Auditable clinical AI. Every generated summary links to the source conversation moment, so clinicians verify rather than blindly trust. That verification surface is the entire product.
• Signals: IC cluster active: Brand Design Director (California/NYC/SF hybrid) + Senior Product Designer (SF/NYC hybrid). Posting dates unconfirmed; listed as of 2026-07-19. Brand Director is brand-scoped, not product design leadership. But the cluster signals design org buildout.
• Portfolio match + action: "Trust Is the New Interface." The essay's argument that users anchor to worst outcome maps directly to clinical AI where one wrong summary erodes all trust. The trust ladder (Watch → Verify → Delegate) is literally the clinician's workflow with Abridge. Thermo Fisher adds regulated-context proof. Watch. Trigger: Director+ product design posting.

4. Commure. [Net-new] Healthcare operating system providing unified APIs, clinical AI, and ambient documentation tools connecting fragmented hospital systems.

• Stage / Size / Capital: Series D, ~400 employees, $300M+ raised. Merged with Athelas.
• Offices: Mountain View, CA HQ. Remote roles available.
• Value chain: Platform layer for healthcare. Sits between hospital systems and clinical applications. Design scope: developer experience, clinical workflow surfaces, AI documentation tools.
• Best at: Interoperability. Connects disparate hospital systems (Epic, Cerner) through a unified API layer. Hardest infrastructure problem in healthcare IT.
• Signals: No Director+ design role posted. Athelas merger completed 2023. Ambient AI documentation product (Commure Scribe) expanding.
• Portfolio match + action: Red Cross. 6 legacy systems → 1 is the exact pattern. The consolidation mandate and the regulated-context constraints are structurally identical. Ignore-until-trigger. Trigger: design leadership posting.

5. Viz.ai. [Net-new] AI-powered clinical decision support platform analyzing medical imaging in real time and alerting care teams to time-sensitive conditions like stroke and pulmonary embolism.

• Stage / Size / Capital: Series D, ~300 employees, $252M raised.
• Offices: San Francisco HQ. Remote roles available.
• Value chain: Application layer for clinical AI triage. Design scope: alert design, time-critical notification workflows, AI confidence communication.
• Best at: Speed-to-treatment. FDA-cleared AI that detects large vessel occlusion strokes and routes patients to intervention faster than traditional workflows. Minutes matter. Design decisions show up in patient outcomes.
• Signals: No Director+ design role posted. Expanding beyond stroke into cardiology, trauma, oncology. FDA clearances ongoing through 2025-2026.
• Portfolio match + action: Red Cross. Mission-critical platform where design under time pressure has direct human consequences. The surge-ready architecture principle (10× volume with zero retraining) applies to clinical alert design where the system must perform under crisis load. Ignore-until-trigger. Trigger: design leadership posting or expansion beyond 350 employees.

6. Elation Health. [Net-new] Clinical-first EHR platform built for independent primary care — charting, scheduling, billing, and patient communication.

• Stage / Size / Capital: Series D, ~300 employees, $145M+ raised.
• Offices: San Francisco HQ. Remote roles available.
• Value chain: Application layer for primary care. Owns the daily clinical workflow for independent practices. Design scope: clinical charting, AI-assisted documentation, patient communication.
• Best at: Primary care focus. Purpose-built for independent practices rather than adapted from hospital systems. Tighter design scope, higher craft bar.
• Signals: No Director+ design role posted. AI-powered clinical documentation features launched 2025.
• Portfolio match + action: Thermo Fisher mySupply. Regulated platform where the user's daily workflow IS the product and exception-first design (surface the 3 patients needing follow-up out of 40 on today's schedule) determines adoption. Ignore-until-trigger. Trigger: design leadership posting.

7. Cohere Health. [Net-new] AI-powered prior authorization platform automating clinical review for health plans, reducing authorization turnaround from days to minutes.

• Stage / Size / Capital: Series C, ~350 employees, $106M raised.
• Offices: Boston HQ. Remote US.
• Value chain: Midstream platform between health plans and providers. Design scope: clinical review workflows, AI decision explanation, provider-facing authorization surfaces.
• Best at: Prior authorization speed. Auto-approves routine requests and surfaces only complex cases for human review. The purest supervision-burden design problem in the cluster.
• Signals: No Director+ design role posted. Growing payer partnerships.
• Portfolio match + action: Thermo Fisher mySupply. Exception-first design in its most literal form: surface the 3 authorizations out of 197 that need human clinical review. Structurally identical. Ignore-until-trigger. Trigger: design leadership posting.

8. Hinge Health. [Net-new] Digital musculoskeletal care platform combining wearable sensors, AI-powered exercise therapy, and clinical coaching for chronic pain management.

• Stage / Size / Capital: Series E, ~1,000 employees, $826M raised at $6.2B valuation.
• Offices: San Francisco HQ. Remote roles available.
• Value chain: Vertically integrated digital health. Owns the patient experience from enrollment through treatment. Design scope: patient app, clinician dashboard, wearable integration, AI exercise guidance.
• Best at: Clinical outcomes at scale. FDA-cleared digital therapeutics with published clinical evidence. Design decisions are constrained by clinical protocol, not product intuition.
• Signals: No Director+ design role posted. IPO preparation reported. AI-powered exercise form analysis expanding.
• Portfolio match + action: Allē. Dual-surface product (patient app + clinician dashboard) at scale with measurable outcomes. Ignore-until-trigger. Trigger: design leadership posting or IPO-related org restructuring.

9. Waymark. [Net-new] AI-powered community health platform identifying high-risk Medicaid patients and generating personalized care plans from claims and social determinant data.

• Stage / Size / Capital: Series B, ~150 employees, $45M raised.
• Offices: Detroit HQ. Remote roles available.
• Value chain: Application layer for community health. Between health plans and community health workers. Design scope: care plan generation, patient outreach workflows, AI-identified risk surfaces.
• Best at: Medicaid population health. Uses AI to find patients who need care but aren't getting it, then generates outreach and care plans for community health workers.
• Signals: No Director+ design role posted. Growing health plan partnerships.
• Portfolio match + action: Red Cross. Mission-critical platform where design directly affects vulnerable populations. The caseworker-first principle (field volunteers, finance officers, program directors sharing one record) applies directly to community health workers navigating AI-generated care plans. Ignore-until-trigger. Trigger: design leadership posting or headcount crossing 200.

10. Tempus. [Net-new] Precision medicine AI platform analyzing clinical and molecular data to personalize cancer treatment and accelerate drug discovery.

• Stage / Size / Capital: Public (IPO June 2024), ~2,500 employees, $1.4B+ raised pre-IPO.
• Offices: Chicago HQ. San Francisco, New York. Remote roles available.
• Value chain: Platform layer for precision medicine. Between genomic sequencing, clinical data, and treatment decisions. Design scope: clinician-facing treatment recommendation surfaces, AI-generated insight dashboards, research collaboration tools.
• Best at: Scale of clinical-molecular data — largest library in oncology. Making AI-generated treatment insights credible to oncologists is the highest-stakes trust surface in medicine.
• Signals: No Director+ design role posted. Post-IPO product expansion. AI-powered clinical trial matching growing.
• Portfolio match + action: "Trust Is the New Interface." Oncologists making treatment decisions based on AI-generated molecular analysis. One confident wrong recommendation has career-ending and patient-harming consequences. Thermo Fisher adds pharma/regulated-context proof. Ignore-until-trigger. Trigger: design leadership posting.

3. AI-Powered Professional & Knowledge Workflows

Activation: High | Supervision burden: Very high

Faros's Head of Design posting asks one leader to mature an engineering-intelligence platform while simultaneously inventing an agentic AI product across web, mobile, Slack, and Jira. That multi-surface coherence problem shows up everywhere AI generates professional work product that humans must review, edit, and trust before it becomes real. Harvey is the standout signal. They posted a Director + Staff Product Designer + Staff Design Systems Designer simultaneously. Not a backfill. An org being built. The design system role explicitly says the system is "the shared language between design, engineering, and AI." Activation is high because Harvey's cluster confirms active buildout and the legal/knowledge-work vertical is absorbing AI faster than any other professional domain.

1. Harvey. [Net-new] AI-powered legal platform unifying conversational assistance, document drafting, and workflow automation for law firms and legal departments.

• Stage / Size / Capital: Series D, ~300 employees, $500M+ raised at $3B+ valuation.
• Offices: New York HQ (hybrid). San Francisco office.
• Value chain: Vertical application layer for legal. Owns the attorney's daily workflow. Design scope: AI work-product generation, review and editing surfaces, legal workflow automation, trust in AI-generated legal text.
• Best at: AI-generated legal work product that attorneys actually use. The design challenge is existential: attorneys stake their professional reputation on these drafts.
• Signals: Director, Product Design, Core Product live, NYC hybrid. Posting date unconfirmed; listed as of 2026-07-19. Reports to VP Design. Also posting Staff Product Designer and Staff Design Systems Designer. Full design org buildout underway.
• Portfolio match + action: Lead with "Trust Is the New Interface" + Alibaba CS. The essay's trust framework (users anchor to worst outcome, not average accuracy) applies directly to AI-generated legal text where one confident wrong clause destroys professional credibility. Alibaba adds enterprise platform proof at scale — the structural-gap-naming methodology (identifying a problem nobody had named, building the research case, securing executive mandate) maps to Harvey's need for a design leader who can define what "trustworthy AI work product" means for legal. NYC hybrid is a geographic consideration. Act if willing to consider NYC hybrid.

2. EvenUp. [Net-new] AI platform for personal injury law generating demand packages by analyzing medical records, case law, and settlement data.

• Stage / Size / Capital: Series D, ~500 employees, $235M raised.
• Offices: San Francisco HQ. Remote roles available.
• Value chain: Vertical application layer for plaintiff law. Design scope: AI-generated demand package review, medical record analysis surfaces, case valuation dashboards.
• Best at: Automating the most time-consuming part of personal injury law — demand package creation — while keeping attorneys in the review loop. The review loop is the design problem.
• Signals: No Director+ design role posted. Rapid headcount growth.
• Portfolio match + action: Carrier IQ. Regulated workflow automation where AI generates a high-stakes document (insurance quote / demand package) that a professional must review before it goes out. The form-completion and coverage-selection automation pattern transfers directly. Ignore-until-trigger. Trigger: design leadership posting.

3. Ironclad. [Net-new] AI-powered contract lifecycle management platform for drafting, negotiating, approving, and managing enterprise contracts.

• Stage / Size / Capital: Series E, ~600 employees, $333M raised at $3.2B valuation.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for legal operations. Owns the contract workflow from template to signature to obligation tracking. Design scope: contract editing, approval workflows, AI clause analysis, risk flagging.
• Best at: Full-lifecycle contract management. AI-assisted drafting through negotiation redlining to post-signature obligation tracking. Every stage is a different trust surface.
• Signals: No Director+ design role posted. AI contract review features expanding. Enterprise customer base growing.
• Portfolio match + action: Alibaba CS. The cross-functional sprint methodology (homepage, search, PDP) maps to Ironclad's multi-stage workflow (drafting, negotiation, approval, tracking). Enterprise platform at scale where trust architecture at each stage determines whether users complete high-stakes transactions. Ignore-until-trigger. Trigger: design leadership posting.

4. Hebbia. [Net-new] AI platform for knowledge work letting analysts, lawyers, and researchers query across large document sets with structured, cited AI responses.

• Stage / Size / Capital: Series B, ~100 employees, $130M raised at $700M valuation.
• Offices: New York HQ.
• Value chain: Application layer for knowledge work. Between document repositories and professional analysts. Design scope: query interfaces, AI-generated analysis with citations, multi-document reasoning surfaces.
• Best at: Structured AI analysis across thousands of documents with source citations. Making AI reasoning transparent and verifiable is the whole game.
• Signals: No Director+ design role posted. Series B closed 2024. Rapid growth in financial services and legal.
• Portfolio match + action: "Trust Is the New Interface." AI-generated analysis with citations is the trust-ladder problem (Watch → Verify → Delegate) in its purest form. The essay's five-handoffs framework maps directly to how analysts learn to trust AI-synthesized research. Ignore-until-trigger. Trigger: design leadership posting or headcount crossing 150.

5. Glean. [Net-new] Enterprise AI search and knowledge platform connecting company data sources with AI-powered search, answers, and workflow automation.

• Stage / Size / Capital: Series E, ~1,000 employees, $800M+ raised at $4.6B valuation.
• Offices: Palo Alto HQ. Remote US.
• Value chain: Platform layer for enterprise knowledge. Between company data sources and employees. Design scope: search UX, AI-generated answers, knowledge graph visualization, workflow automation.
• Best at: Enterprise-wide AI search connecting 100+ data sources. The trust problem compounds when AI synthesizes across Slack, Confluence, Drive, and email simultaneously — the answer is only as credible as the weakest source.
• Signals: No Director+ design role posted. Rapid growth through 2025-2026. Expanding from search into AI workflow automation.
• Portfolio match + action: Alibaba CS. Enterprise platform at massive scale where the trust-architecture challenge mirrors Alibaba's: the +20% transaction lift came from making system-presented information credible enough to act on. Glean needs the same for AI-generated answers. Ignore-until-trigger. Trigger: design leadership posting.

6. Writer. [Net-new] Enterprise AI platform for generating, reviewing, and governing content across marketing, support, and operations with brand-specific AI models.

• Stage / Size / Capital: Series C, ~300 employees, $200M+ raised at $1.9B valuation.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for enterprise content. Owns the AI writing workflow from generation through governance. Design scope: AI content generation, brand compliance, content review workflows, governance dashboards.
• Best at: Enterprise AI governance. Custom AI models trained on company data with built-in brand, legal, and compliance guardrails.
• Signals: No Director+ design role posted. Series C closed 2024. Enterprise customer expansion ongoing.
• Portfolio match + action: Brand Pulse. AI-generated content with human oversight design. Brand Pulse's parallel-source monitoring (Reddit + X scored simultaneously) and weekly agent-written narrative mirror Writer's multi-channel content generation with brand governance. Ignore-until-trigger. Trigger: design leadership posting.

7. Grammarly. [Net-new] AI writing assistant providing real-time suggestions, tone detection, and generative AI composition across enterprise and consumer.

• Stage / Size / Capital: Late stage, ~800 employees, $400M raised at $13B valuation.
• Offices: San Francisco, New York, Berlin, Kyiv. Remote US.
• Value chain: Application layer for writing. Embeds into existing workflows. Design scope: inline AI suggestions, generative composition, enterprise admin dashboards, multi-surface coherence.
• Best at: Multi-surface AI writing assistance. Maintaining coherent AI interaction across every text input surface a knowledge worker touches is a coordination problem few companies face at this scale.
• Signals: No Director+ design role posted. Generative AI features expanded through 2025. Enterprise tier growing.
• Portfolio match + action: Alibaba CS. The multi-surface coherence challenge (homepage, search, PDP as three distinct surfaces requiring unified design language) mirrors Grammarly's need to maintain consistent AI interaction across browser, desktop, mobile, and enterprise surfaces. Ignore-until-trigger. Trigger: design leadership posting.

8. Jasper. [Net-new] Enterprise AI content platform for marketing teams — brand-aware content generation, campaign workflows, and analytics.

• Stage / Size / Capital: Series C, ~300 employees, $305M raised at $1.5B valuation.
• Offices: Austin HQ. Remote US.
• Value chain: Application layer for marketing content. Design scope: AI content generation, brand voice management, campaign workflow, performance analytics.
• Best at: Marketing-specific AI trained on brand voice and campaign context.
• Signals: No Director+ design role posted. Layoffs in 2024. Pivoting toward enterprise. Valuation under pressure.
• Portfolio match + action: Brand Pulse. AI-generated content with brand-specific context. Ignore-until-trigger. Trigger: design leadership posting. Layoff history and valuation pressure suggest caution on mandate stability. Verify before investing outreach time.

9. Clio. [Net-new] Legal practice management platform — case management, billing, client intake, and AI-powered document drafting for law firms.

• Stage / Size / Capital: Series F, ~1,200 employees, $400M+ raised at $3B valuation.
• Offices: Vancouver HQ. US offices. Remote roles available.
• Value chain: Application layer for legal practice. Owns the full law firm workflow from client intake to billing. Design scope: case management, AI document drafting, client portal, billing workflows.
• Best at: Full-practice coverage. Intake, case management, billing, and AI drafting in one product for small-to-mid law firms.
• Signals: No Director+ design role posted. AI-powered document drafting (Clio Duo) launched 2024. Growing enterprise tier.
• Portfolio match + action: Alibaba CS. Enterprise platform serving a professional vertical where the cross-functional sprint methodology (multiple workflow stages, each requiring distinct design attention) maps to Clio's intake-to-billing lifecycle. Ignore-until-trigger. Trigger: design leadership posting.

10. Relativity. [Net-new] E-discovery and legal analytics platform (RelativityOne) for document review, investigation, and compliance across legal, government, and corporate teams.

• Stage / Size / Capital: Late stage (PE-backed, Silver Lake), ~1,800 employees, $1.1B raised.
• Offices: Chicago HQ. Remote US.
• Value chain: Platform layer for legal technology. Between raw document sets and legal review teams. Design scope: document review workflows, AI-assisted coding, investigation dashboards.
• Best at: Scale of document review — handles billions of documents. AI-assisted review at that volume is a design problem nobody else faces.
• Signals: No Director+ design role posted. AI-assisted document review (aiR) expanding. Cloud migration ongoing.
• Portfolio match + action: Thermo Fisher mySupply. Exception-first design at scale — surface the 3 relevant documents out of 3 million that need human attention. The 197-orders principle applied to legal document review. Ignore-until-trigger. Trigger: design leadership posting.

4. Customer-Agent Operations

Activation: Medium-high | Supervision burden: High

Cardinal's Head of Design posting centers on outbound agent orchestration, but the supervision-burden pressure peaks where AI agents handle live customer conversations. Sierra and Decagon both have active IC design clusters with no named design leader visible. Decagon posted a Senior Product & Design Sourcer alongside a Product Designer. Not a single backfill. Recruiting infrastructure being built. When you see a design sourcer at a company with no design director, the director posting is 6 to 12 weeks behind it. Activation is medium-high because two companies show that classic leading indicator, and the customer-agent category is the fastest-growing AI application vertical. The unifying design problem: someone has to design the surfaces where humans monitor, correct, escalate, and improve AI agents talking to real customers in real time.

1. Sierra. [Prior issue] Enterprise AI agent platform for customer experience, serving WeightWatchers, SiriusXM, Sonos with conversational AI agents across chat and voice.

• Stage / Size / Capital: Series C, ~200 employees, $285M raised at $4.5B valuation. Founded by Bret Taylor (ex-Salesforce CEO).
• Offices: San Francisco (on-site).
• Value chain: Platform layer for customer AI. Three distinct stakeholders: end users interacting with agents, CX managers monitoring quality, developers building on the platform. Design scope spans all three. Rare.
• Best at: Treating agent users, CX managers, and developers as separate product stakeholders. Multi-persona platform coherence at this valuation with this founder pedigree.
• Signals: IC cluster active: Product Designer + Agent Experience Designer, Voice, both SF on-site. Posting dates unconfirmed; listed as of 2026-07-19. No Director+ design role posted. No named design leader publicly visible.
• Portfolio match + action: Brand Pulse + Alibaba CS. Brand Pulse proves agentic product design with human oversight — the core question: what does the human watching an agent need to see? Alibaba proves multi-stakeholder enterprise platform at scale. The three-sprint structure (homepage, search, PDP) maps to Sierra's three-stakeholder structure (end users, CX managers, developers). Watch. Founder pedigree and valuation suggest design leadership hire is imminent.

2. Decagon. [Prior issue] AI agent platform for customer support, defining interaction patterns for building, managing, and improving agents across chat, voice, and UI surfaces.

• Stage / Size / Capital: Series B, ~80 employees, $100M raised at $650M valuation.
• Offices: San Francisco (on-site).
• Value chain: Platform layer for support AI. Competes with Sierra and Ada. Design scope: agent builder UX, conversation quality monitoring, escalation workflows.
• Best at: Agent interaction pattern definition. Posting language suggests they are actively inventing the design patterns for how humans build and manage AI agents. Writing the grammar, not just using it.
• Signals: IC cluster active: Product Designer + Senior Product & Design Sourcer, both SF. Posting dates unconfirmed; listed as of 2026-07-19. The Design Sourcer posting is recruiting infrastructure. They are building the pipeline for design hires, not filling a single seat.
• Portfolio match + action: Lead with Brand Pulse. Agentic product design where the core question is "what does the human watching an agent need to see?" Brand Pulse's specific design decisions (every mention scored as it lands with sentiment, urgency, source; hourly health score; weekly agent-written narrative) demonstrate the exact interaction patterns Decagon is trying to invent. Retail Velocity adds enterprise ops-tool proof. Watch. The Design Sourcer is the strongest leading indicator in the entire 100 List.

3. Intercom. [Net-new] AI-first customer service platform combining AI agent (Fin), help desk, and proactive support in one system.

• Stage / Size / Capital: Late stage, ~800 employees, $240M+ raised.
• Offices: San Francisco, Dublin, London, Sydney. Remote roles available.
• Value chain: Application layer for customer communication. Owns the full support workflow from AI agent to human handoff to resolution.
• Best at: AI-first customer service. Fin AI agent handles a significant percentage of support volume. The handoff between AI and human agents is where design authority concentrates.
• Signals: No Director+ design role posted. Fin AI agent expanding capabilities through 2025-2026. Strong design culture historically.
• Portfolio match + action: "Trust Is the New Interface." The trust ladder (Watch → Verify → Delegate) maps directly to how support teams learn to trust Fin's autonomous resolution. When does the AI escalate to a human? That's the essay's core question applied to customer service. Ignore-until-trigger. Trigger: design leadership posting or design org restructuring.

4. Ada. [Net-new] AI-powered customer service automation platform building and deploying conversational AI agents for enterprise support across chat, email, voice, and social.

• Stage / Size / Capital: Series C, ~400 employees, $190M+ raised.
• Offices: Toronto HQ. Remote roles available (US).
• Value chain: Application layer for support automation. Competes with Sierra, Decagon, Intercom.
• Best at: Multi-channel AI agent deployment. Same agent across chat, email, voice, and social with consistent quality.
• Signals: No Director+ design role posted. AI agent capabilities expanding. Enterprise customer growth.
• Portfolio match + action: Brand Pulse. Agentic product with human oversight across multiple channels. Brand Pulse's parallel-source monitoring (Reddit + X simultaneously) mirrors Ada's multi-channel agent coherence challenge. Ignore-until-trigger. Trigger: design leadership posting.

5. Forethought. [Net-new] AI platform for customer support using generative AI to resolve tickets, triage requests, and assist human agents with contextual suggestions.

• Stage / Size / Capital: Series C, ~200 employees, $92M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for support AI. Between ticketing systems and support agents.
• Best at: AI triage accuracy. Routes and resolves tickets before human agents see them. Making those AI decisions transparent to the support team is the design problem.
• Signals: No Director+ design role posted. Generative AI features expanding.
• Portfolio match + action: Thermo Fisher mySupply. Exception-first design — surface the tickets that need human attention out of the hundreds the AI resolved autonomously. Ignore-until-trigger. Trigger: design leadership posting.

6. Observe.AI. [Net-new] Contact center AI platform analyzing 100% of customer interactions across voice, chat, and email to surface coaching insights, compliance risks, and quality scores.

• Stage / Size / Capital: Series C, ~300 employees, $213M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Analytics/oversight layer for contact centers. Sits above the conversation.
• Best at: Post-interaction analysis at scale. Turning AI analysis of thousands of conversations into actionable coaching and compliance signals without drowning the manager in data.
• Signals: No Director+ design role posted. AI-powered real-time agent assist expanding.
• Portfolio match + action: Brand Pulse. Real-time AI monitoring where the human needs the right signals. Brand Pulse's hourly health score and urgency-flagged mentions mirror Observe.AI's need to surface coaching moments and compliance risks from a stream of analyzed interactions. Ignore-until-trigger. Trigger: design leadership posting.

7. Cresta. [Net-new] AI platform for contact centers providing real-time agent coaching, conversation intelligence, and virtual agent capabilities.

• Stage / Size / Capital: Series D, ~300 employees, $151M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for contact center AI. Sits alongside the human agent during live conversations.
• Best at: Real-time AI coaching during live conversations. Delivering AI suggestions without disrupting conversation flow. The suggestion has to arrive at the right moment or it's noise.
• Signals: No Director+ design role posted.
• Portfolio match + action: Brand Pulse. Real-time AI system where the human needs the right information at the right moment. The hourly-score design decision (aggregate signal, not raw data) maps to the real-time coaching problem (actionable suggestion, not information dump). Ignore-until-trigger. Trigger: design leadership posting.

8. Zendesk. [Net-new] Customer service and engagement platform with AI-powered automation, ticketing, and self-service across support, sales, and employee experience.

• Stage / Size / Capital: Private (PE consortium, $10.2B acquisition 2022), ~6,000 employees.
• Offices: San Francisco HQ. Global. Remote roles available.
• Value chain: Application layer for customer service. Dominant market position. 1,500+ app integrations.
• Best at: Market breadth and integration ecosystem. Platform coherence across a massive partner ecosystem is the design leadership challenge.
• Signals: No Director+ design role posted. AI agent features (Zendesk AI) expanding aggressively through 2025-2026.
• Portfolio match + action: Alibaba CS. Enterprise platform at massive scale where the coherence challenge across a sprawling product surface (Alibaba's $50B+ GMV across homepage, search, PDP mirrors Zendesk's multi-product suite) is the design problem. Ignore-until-trigger. Trigger: design leadership posting. PE ownership may limit design mandate scope. Worth flagging.

9. Assembled. [Net-new] Workforce management platform for support teams — AI-powered forecasting, scheduling, and real-time operations management.

• Stage / Size / Capital: Series C, ~150 employees, $70M+ raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Operations layer for support teams. Sits alongside ticketing and AI agent platforms.
• Best at: Support operations intelligence. AI-generated staffing forecasts that operations managers can act on now, not after a meeting.
• Signals: No Director+ design role posted. Growing alongside AI agent adoption (more AI agents = more complex workforce planning).
• Portfolio match + action: Retail Velocity. Ops intelligence tool where AI-generated recommendations (staffing forecasts / field intelligence) must be actionable for operations managers making real-time decisions. Ignore-until-trigger. Trigger: design leadership posting.

10. Siena AI. [Net-new] Autonomous customer service AI handling complex multi-step customer interactions across email, social, and chat with brand-specific voice.

• Stage / Size / Capital: Series A, ~50 employees, $15M raised.
• Offices: San Francisco. Remote roles.
• Value chain: Application layer for AI customer service. Competes with Sierra and Ada at earlier stage.
• Best at: Brand-specific AI personality. Making an AI agent sound like the brand, not a generic chatbot.
• Signals: No Director+ design role posted. Early stage — founding designer more likely than Director+.
• Portfolio match + action: Brand Pulse. Agentic product with brand-specific behavior. Ignore-until-trigger. Trigger: headcount crossing 100 or design-titled hire. Too early for Director+ right now.

5. Revenue Intelligence & GTM Platforms

Activation: Medium | Supervision burden: High

Cardinal's Head of Design posting names the mandate: AI agents monitor prospect signals, generate personalized snippets, and orchestrate outbound. Cardinal is early-stage (~$1M ARR run rate), but the signal-to-action design problem it represents pressurizes every revenue intelligence platform in the market. AI generates outreach, scores leads, recommends actions. A human still reviews, approves, and personalizes before anything goes out. That review surface is where design authority concentrates. Activation is medium because no other company in this cluster has a live Director+ posting or confirmed IC design cluster, but the category's growth trajectory and Cardinal's existence as proof-of-mandate suggest searches are building.

1. Clay. [Net-new] Data enrichment and outbound automation platform combining 75+ data providers with AI-powered research and personalized message generation for GTM teams.

• Stage / Size / Capital: Series B, ~200 employees, $62M raised.
• Offices: New York HQ. Remote US.
• Value chain: Platform layer for GTM data. Between raw prospect data and outbound execution. Design scope: data enrichment workflows, AI research agents, message generation review, campaign orchestration.
• Best at: Data enrichment breadth and AI research agents. If the AI-generated prospect research is wrong, the outreach built on it is wrong. That accuracy-to-trust chain is the design problem.
• Signals: No Director+ design role posted. Rapid growth. AI agent features expanding.
• Portfolio match + action: Retail Velocity. Field intelligence tool where AI generates actionable insights (market expansion signals / prospect research) that humans review before acting. The CPG field intelligence pattern maps directly to GTM prospect intelligence. Ignore-until-trigger. Trigger: design leadership posting or headcount crossing 250.

2. Apollo. [Net-new] Sales intelligence and engagement platform — prospect database, email sequencing, calling, and AI-powered lead scoring.

• Stage / Size / Capital: Series D, ~600 employees, $250M+ raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for sales. Owns the prospecting-to-engagement workflow.
• Best at: Combined database and engagement. Prospect data and outreach tools in one product. Workflow continuity from research to action.
• Signals: No Director+ design role posted. AI-powered features expanding (AI email writing, lead scoring).
• Portfolio match + action: Retail Velocity. Intelligence-to-action workflow where AI surfaces opportunities and humans decide how to act. Ignore-until-trigger. Trigger: design leadership posting.

3. Gong. [Net-new] Revenue intelligence platform capturing and analyzing customer interactions across calls, emails, and meetings to surface deal insights and coaching.

• Stage / Size / Capital: Series E, ~1,500 employees, $584M raised at $7.25B valuation.
• Offices: San Francisco, New York, Tel Aviv. Remote US.
• Value chain: Analytics layer for revenue. Sits above CRM and communication tools.
• Best at: Conversation intelligence at scale. Turning AI analysis of thousands of sales conversations into actionable deal and coaching insights without creating another dashboard nobody checks.
• Signals: No Director+ design role posted. AI-powered deal forecasting and coaching features expanding.
• Portfolio match + action: Brand Pulse. Real-time intelligence monitoring where humans need the right signals. Brand Pulse's every-mention-scored-as-it-lands pattern (sentiment, urgency, source) mirrors Gong's need to score every conversation and surface what matters for deal health. Ignore-until-trigger. Trigger: design leadership posting.

4. Clari. [Net-new] Revenue platform — AI-powered pipeline management, forecasting, and revenue leak detection for sales and revenue operations.

• Stage / Size / Capital: Series F, ~700 employees, $496M raised.
• Offices: Sunnyvale, CA HQ. Remote US.
• Value chain: Analytics layer for revenue operations. Sits above CRM.
• Best at: Revenue leak detection. AI identifies where deals are stalling or at risk. Making AI-detected risks visible and actionable before the quarter closes.
• Signals: No Director+ design role posted.
• Portfolio match + action: Thermo Fisher mySupply. Exception-first design — surface the 3 deals at risk out of 197 in the pipeline. Ignore-until-trigger. Trigger: design leadership posting.

5. Outreach. [Net-new] Sales execution platform — AI-powered sequencing, meeting scheduling, deal management, and conversation intelligence.

• Stage / Size / Capital: Series G, ~1,000 employees, $489M raised at $4.4B valuation.
• Offices: Seattle HQ. Remote US.
• Value chain: Application layer for sales execution. Owns the seller's daily workflow.
• Best at: Sales workflow ownership. Most comprehensive seller-workflow platform. Multi-product coherence across the entire selling motion is the design leadership problem.
• Signals: No Director+ design role posted. AI-powered features expanding.
• Portfolio match + action: Alibaba CS. Enterprise platform at scale where the cross-functional sprint methodology (multiple workflow stages requiring unified design attention) maps to Outreach's multi-product selling workflow. Ignore-until-trigger. Trigger: design leadership posting.

6. 6sense. [Net-new] Predictive intelligence platform using AI to identify anonymous buying signals and predict which accounts are in-market.

• Stage / Size / Capital: Series E, ~1,200 employees, $426M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Intelligence layer for B2B marketing and sales. Upstream of engagement tools.
• Best at: Anonymous buyer intent detection. AI-predicted buying signals need to be credible enough that sales teams change behavior based on them. That's a trust-architecture problem.
• Signals: No Director+ design role posted.
• Portfolio match + action: Brand Pulse. AI-generated intelligence signals that humans must interpret and act on. Brand Pulse's hourly health score aggregates noisy signals into a single actionable metric, which is exactly what 6sense needs for buyer intent. Ignore-until-trigger. Trigger: design leadership posting.

7. Qualified. [Net-new] AI-powered pipeline generation platform identifying website visitors, engaging with AI chatbots, routing high-intent prospects to sales in real time.

• Stage / Size / Capital: Series C, ~300 employees, $95M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for inbound pipeline. Between website traffic and sales teams.
• Best at: Real-time visitor identification and engagement. AI-identified high-intent visitors need to reach sales before they leave the site. Speed is the product.
• Signals: No Director+ design role posted. AI agent features expanding.
• Portfolio match + action: Brand Pulse. Real-time AI monitoring where the human needs to act on AI-identified signals quickly. Brand Pulse's urgency scoring on every mention mirrors the real-time visitor-intent scoring problem. Ignore-until-trigger. Trigger: design leadership posting.

8. Hightouch. [Net-new] Data activation platform syncing customer data from warehouses to business tools, with AI-powered audience building and journey orchestration.

• Stage / Size / Capital: Series C, ~200 employees, $87M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Infrastructure/platform layer for customer data. Between data warehouses and marketing/sales tools.
• Best at: Warehouse-native customer data activation. Making data warehouse queries accessible to non-technical marketers. That accessibility gap is the design problem.
• Signals: No Director+ design role posted. AI-powered audience building features expanding.
• Portfolio match + action: Alibaba CS. Enterprise platform where making complex data accessible to business users determines adoption. The structural-gap insight (procurement buyers running on consumer-grade UX) maps to Hightouch's challenge of making warehouse-grade data accessible to marketing-grade users. Ignore-until-trigger. Trigger: design leadership posting.

9. Salesloft. [Net-new] Revenue orchestration platform — AI-powered cadences, deal management, forecasting, and conversation intelligence.

• Stage / Size / Capital: Late stage (PE-backed, Vista Equity), ~1,000 employees.
• Offices: Atlanta HQ. Remote US.
• Value chain: Application layer for sales execution. Competes with Outreach.
• Best at: Revenue orchestration. Positions as the unified platform for the entire revenue workflow.
• Signals: No Director+ design role posted. PE ownership since 2024. AI features expanding.
• Portfolio match + action: Alibaba CS. Enterprise platform at scale where multi-product coherence determines user experience. Ignore-until-trigger. Trigger: design leadership posting. PE ownership may limit design mandate scope. Worth verifying before investing outreach time.

10. People.ai. [Net-new] Revenue intelligence platform automatically capturing sales activity data and using AI for deal insights, coaching, and forecasting.

• Stage / Size / Capital: Series D, ~300 employees, $200M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Analytics layer for revenue. Sits above CRM.
• Best at: Automated activity capture. Eliminates manual CRM data entry. Whether users trust AI-captured data enough to act on it is the entire value proposition.
• Signals: No Director+ design role posted.
• Portfolio match + action: Brand Pulse. AI-captured and AI-analyzed data that humans must trust to make decisions. Brand Pulse's weekly agent-written narrative (AI synthesizes raw data into human-readable intelligence) mirrors People.ai's challenge of making auto-captured activity data credible. Ignore-until-trigger. Trigger: design leadership posting.

6. Vertical Operating Systems & Workflow Automation

Activation: Medium | Supervision burden: Medium

Kettle's Director, Product Design posting asks for AI-enabled feature design and rapid prototyping, but the mandate pattern extends into every vertical SaaS company where AI and automation are transforming industry-specific workflows. HighLevel has a live Sr. Director posting that confirms the pattern at scale. Activation is medium because HighLevel's posting is confirmed live but no other company in this cluster has a Director+ posting or IC design cluster. The design leadership problem uniting the cluster: these platforms automate complex, domain-specific workflows where the user needs to trust the automation did the right thing without checking every step.

1. HighLevel. [Net-new] Integrated business operating system for SMBs and agencies — CRM, marketing automation, website builder, AI-powered workflows.

• Stage / Size / Capital: Late stage, ~1,500 employees, $60M raised. Profitable.
• Offices: Dallas HQ. Remote US confirmed.
• Value chain: Application layer for SMB operations. Owns the full business workflow from lead capture to service delivery. Design scope: AI workflow automation, multi-product coherence, agency-facing white-label surfaces.
• Best at: All-in-one consolidation. Replaces 10+ point solutions for SMBs. Making a sprawling product feel coherent is the design leadership challenge.
• Signals: Sr. Director, Product Design live, Remote US. Posting date unconfirmed; listed as of 2026-07-19. Posting says the leader will shape AI and automation across the entire platform.
• Portfolio match + action: Lead with Alibaba CS. Enterprise platform redesign at scale where multiple user types (SMBs and their agencies) share overlapping workflows. The cross-functional sprint approach (homepage, search, PDP tackled as distinct but connected surfaces) maps to HighLevel's multi-product coherence challenge across CRM, marketing, and service delivery. Act.

2. Zip. [Net-new] Procurement orchestration platform unifying intake, approval, vendor management, and purchasing across enterprise procurement workflows.

• Stage / Size / Capital: Series C, ~400 employees, $200M+ raised at $2.2B valuation.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for procurement. Between requesters, approvers, and vendors.
• Best at: Procurement workflow unification. Replaces fragmented email/spreadsheet procurement with a single orchestration layer.
• Signals: No Director+ design role posted. Enterprise customer expansion. AI-powered intake and routing features growing.
• Portfolio match + action: Alibaba CS. B2B procurement UX where trust architecture at the pre-order moment determines transaction completion. Direct domain overlap: Alibaba's procurement-buyer research (running on consumer-grade UX) and the +20% transaction lift from trust architecture improvements transfer directly to Zip's enterprise procurement challenge. Ignore-until-trigger. Trigger: design leadership posting.

3. ServiceTitan. [Net-new] Vertical operating system for trades (HVAC, plumbing, electrical) — scheduling, dispatch, invoicing, marketing automation.

• Stage / Size / Capital: Public (IPO December 2024), ~2,500 employees.
• Offices: Glendale, CA HQ. Remote roles available.
• Value chain: Vertically integrated platform for home services. Owns the full business workflow for trades contractors.
• Best at: Trades-specific depth. Purpose-built for HVAC, plumbing, electrical rather than adapted from generic SaaS.
• Signals: No Director+ design role posted. Post-IPO product expansion. AI-powered pricing and scheduling optimization growing.
• Portfolio match + action: Thermo Fisher mySupply. Vertical platform where field workers (technicians / warehouse operators) are the primary users and exception-first design determines adoption. The 32-interviews-on-warehouse-floors methodology maps to understanding trades technicians in the field. Ignore-until-trigger. Trigger: design leadership posting.

4. CaptivateIQ. [Net-new] Sales commission management platform automating complex commission calculations with real-time earnings visibility and plan modeling.

• Stage / Size / Capital: Series C, ~300 employees, $164M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for sales operations. Between CRM/revenue data and commission payouts.
• Best at: Commission plan flexibility. Handles arbitrarily complex compensation structures. Making complex financial logic transparent and trustworthy is the whole game.
• Signals: No Director+ design role posted. AI-powered plan modeling features growing.
• Portfolio match + action: Carrier IQ. Financial workflow automation where accuracy and transparency determine trust. The InsurTech quote automation pattern (form completion, coverage selection, automated calculation) maps to commission plan modeling. Ignore-until-trigger. Trigger: design leadership posting.

5. Rippling. [Net-new] Unified workforce platform combining HR, IT, and finance — payroll, benefits, device management, app management, spend management.

• Stage / Size / Capital: Series F, ~3,000 employees, $1.4B+ raised at $13.5B valuation.
• Offices: San Francisco HQ. Remote US.
• Value chain: Platform layer for workforce management. Owns the employee lifecycle from hire to departure. Every product shares one employee data model.
• Best at: Unified employee graph. Multi-product coherence at scale across HR, IT, and finance surfaces. Few companies attempt this breadth.
• Signals: No Director+ design role posted. Rapid product expansion (spend management, global payroll). AI features growing.
• Portfolio match + action: Alibaba CS. Enterprise platform at massive scale where multi-product coherence determines user experience. The three-sprint methodology (distinct surfaces requiring unified design language) maps to Rippling's HR/IT/finance product suite. Ignore-until-trigger. Trigger: design leadership posting.

6. Jobber. [Net-new] Field service management platform for home service businesses — quoting, scheduling, invoicing, client communication.

• Stage / Size / Capital: Series D, ~800 employees, $100M+ raised.
• Offices: Edmonton, AB HQ. Remote roles available (US/Canada).
• Value chain: Application layer for small home service businesses. Competes with ServiceTitan at smaller scale.
• Best at: SMB simplicity. Designed for 1-50 employee businesses. The design constraint is radical simplicity in a complex domain.
• Signals: No Director+ design role posted. AI scheduling and quoting features expanding.
• Portfolio match + action: Thermo Fisher mySupply. Field-worker-first design in a vertical domain where the user's daily workflow IS the product. Ignore-until-trigger. Trigger: design leadership posting.

7. Deel. [Net-new] Global HR and payroll platform for hiring, paying, and managing international employees and contractors across 150+ countries.

• Stage / Size / Capital: Series D, ~4,000 employees, $679M raised at $12B valuation.
• Offices: San Francisco HQ. Global. Remote-first.
• Value chain: Platform layer for global employment. Owns the international hiring workflow from contract to payroll.
• Best at: Global compliance automation. Handles employment law, tax, and payroll across 150+ countries. Making regulatory complexity invisible is the design mandate.
• Signals: No Director+ design role posted. Rapid growth. AI-powered compliance features expanding.
• Portfolio match + action: Thermo Fisher mySupply. Multi-country regulated platform (EU+NA+AU) where compliance is built into the workflow, not bolted on. The 6-partner, 9-site, multi-geography deployment pattern maps directly. Ignore-until-trigger. Trigger: design leadership posting.

8. Lattice. [Net-new] People management platform — performance reviews, engagement surveys, goals, compensation, AI-powered analytics.

• Stage / Size / Capital: Series F, ~600 employees, $329M raised at $3B valuation.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for HR technology. Owns performance and engagement workflow for HR teams and managers.
• Best at: Integrated people analytics. Connects performance, engagement, and compensation data in one view.
• Signals: No Director+ design role posted. AI-powered performance insights launched. Layoffs in 2024.
• Portfolio match + action: Alibaba CS. Enterprise platform where multiple user types (HR, managers, employees) share overlapping workflows, mirroring the three-sprint structure where each user type needs a distinct but connected experience. Ignore-until-trigger. Trigger: design leadership posting. Layoff history warrants mandate stability check before investing outreach time.

9. Veeva Systems. [Net-new] Cloud platform for life sciences — CRM, content management, clinical data management, regulatory submission tools for pharma and biotech.

• Stage / Size / Capital: Public (NYSE: VEEV), ~7,000 employees, $39B market cap.
• Offices: Pleasanton, CA HQ. Global.
• Value chain: Vertically integrated platform for life sciences. Dominant market position — used by most top-20 pharma companies.
• Best at: Life sciences vertical dominance. Purpose-built for pharma regulatory and commercial workflows with deep domain expertise. Nobody else has this lock on the industry.
• Signals: No Director+ design role posted. AI-powered features expanding across clinical and commercial products.
• Portfolio match + action: Thermo Fisher mySupply. Pharma/life sciences regulated platform where compliance context and multi-stakeholder workflows determine design scope. Direct domain overlap: Thermo Fisher's $20M margin pharma supply chain platform proves you can design for this industry's regulatory and operational constraints. Ignore-until-trigger. Trigger: design leadership posting.

10. Toast. [Net-new] Restaurant operating system — POS, kitchen display, online ordering, payroll, marketing for restaurants.

• Stage / Size / Capital: Public (NYSE: TOST), ~5,000 employees.
• Offices: Boston HQ. Remote roles available.
• Value chain: Vertically integrated platform for restaurants. Hardware + software + payments + payroll.
• Best at: Restaurant-specific vertical integration. Hardware and software designed together for a single industry.
• Signals: No Director+ design role posted. AI-powered menu optimization and demand forecasting growing.
• Portfolio match + action: Allē. Dual-surface product (restaurant staff POS + consumer ordering app) at scale where both surfaces must work together. Ignore-until-trigger. Trigger: design leadership posting.

7. AI Observability & Model Governance

Activation: Low-medium | Supervision burden: High

No anchor role from the live board maps here directly, but Vanta's mandate extends naturally into this territory. Vanta designs the surfaces where enterprises prove they are trustworthy. This cluster designs the surfaces where teams prove their AI models are trustworthy. Supervision burden is high by definition — the entire product category exists because someone needs to watch what AI systems are doing. Activation is low-medium because most companies here are earlier stage and design at infrastructure companies tends to be engineering-driven. No live Director+ postings. No IC design clusters confirmed. Worth monitoring because the first company to hire a Director+ design leader will set the pattern for the category.

1. Weights & Biases. [Net-new] ML experiment tracking and model management platform for logging, visualizing, and comparing model training runs.

• Stage / Size / Capital: Series C, ~250 employees, $250M raised at $1.25B valuation.
• Offices: San Francisco HQ. Remote US.
• Value chain: Platform layer for ML development. Between ML engineers and their models. Design scope: experiment dashboards, model comparison, collaboration, AI evaluation tools.
• Best at: ML experiment visualization. The standard tool for tracking model training. Making complex ML metrics comprehensible to teams.
• Signals: No Director+ design role posted. Expanding from experiment tracking into model evaluation and AI application monitoring.
• Portfolio match + action: Brand Pulse. AI system monitoring where the human watches performance data and decides when to intervene. Brand Pulse's hourly health score (aggregating noisy signals into one actionable metric) mirrors the model-performance dashboard challenge. Ignore-until-trigger. Trigger: design leadership posting.

2. Arize AI. [Net-new] ML observability platform for monitoring model performance, detecting drift, and troubleshooting AI applications in production.

• Stage / Size / Capital: Series B, ~150 employees, $62M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Observability layer for AI applications. Between deployed models and the teams responsible for them.
• Best at: Production ML monitoring. Surfacing the signal that a model is degrading before it affects users.
• Signals: No Director+ design role posted. LLM observability features expanding. Phoenix open-source tracing tool growing.
• Portfolio match + action: Brand Pulse. Real-time monitoring where the human watches AI system health and decides when to intervene. Brand Pulse's every-mention-scored-as-it-lands pattern (sentiment, urgency, source) is structurally identical to model-drift detection (accuracy, latency, distribution shift). Ignore-until-trigger. Trigger: design leadership posting or headcount crossing 200.

3. Patronus AI. [Net-new] AI evaluation and testing platform automatically detecting hallucinations, toxicity, and security vulnerabilities in LLM outputs.

• Stage / Size / Capital: Series A, ~40 employees, $17M raised.
• Offices: San Francisco. Remote roles.
• Value chain: Quality assurance layer for AI applications. Between model outputs and production deployment.
• Best at: Automated AI quality assurance. Making AI failure modes visible and actionable before they reach users.
• Signals: No Director+ design role posted. Early stage — founding/first design hire more likely than Director+.
• Portfolio match + action: "Trust Is the New Interface." The essay's worst-outcome anchoring argument (one confident wrong answer does more damage than ten correct ones repair) is the foundational insight for AI evaluation design. Ignore-until-trigger. Trigger: headcount crossing 80 or first design-titled hire.

4. Lakera. [Net-new] AI security platform providing guardrails that protect LLM applications from prompt injection, data leakage, and harmful outputs in real time.

• Stage / Size / Capital: Series A, ~50 employees, $20M raised.
• Offices: Zurich HQ. San Francisco office. Remote roles.
• Value chain: Security layer for AI applications. Between user inputs and LLM processing.
• Best at: Real-time LLM protection. Making AI security guardrails configurable without requiring security expertise.
• Signals: No Director+ design role posted. US presence growing. Early stage.
• Portfolio match + action: Carrier IQ. Automated workflow with built-in safety guardrails in a high-stakes context. The InsurTech quote automation pattern (automated processing with configurable rules and human override) maps to LLM guardrail configuration. Ignore-until-trigger. Trigger: headcount crossing 80 or US design hire.

5. Braintrust. [Net-new] AI evaluation and data platform for testing, scoring, and improving LLM applications with logging, tracing, and human evaluation workflows.

• Stage / Size / Capital: Series A, ~30 employees, $36M raised.
• Offices: San Francisco. Remote roles.
• Value chain: Evaluation layer for AI applications. Between AI development and production deployment.
• Best at: Developer-friendly AI evaluation. Making AI testing accessible to engineering teams without specialized ML expertise.
• Signals: No Director+ design role posted. Early stage. Growing developer adoption.
• Portfolio match + action: Brand Pulse. AI system evaluation where humans review and score AI outputs. Brand Pulse's scoring mechanism (every mention scored with sentiment, urgency, source) mirrors the human-evaluation workflow for LLM outputs. Ignore-until-trigger. Trigger: headcount crossing 60 or design-titled hire.

6. Fiddler AI. [Net-new] AI observability platform for monitoring, explaining, and analyzing ML model behavior in production with explainability and fairness tools.

• Stage / Size / Capital: Series B, ~80 employees, $46M raised.
• Offices: Palo Alto HQ. Remote US.
• Value chain: Observability layer for AI.
• Best at: AI explainability. Making model decisions interpretable to non-ML stakeholders — compliance officers, business leaders — who need to understand what the model did and why.
• Signals: No Director+ design role posted. Enterprise adoption growing.
• Portfolio match + action: "Trust Is the New Interface." Making AI decisions explainable is the trust-ladder problem (Watch → Verify → Delegate) applied to model governance. Ignore-until-trigger. Trigger: design leadership posting.

7. Credo AI. [Net-new] AI governance platform for managing AI risk, compliance, and responsible AI practices across enterprise AI portfolios.

• Stage / Size / Capital: Series B, ~80 employees, $42M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Governance layer for enterprise AI. Between AI development teams and compliance/risk functions.
• Best at: AI governance workflow. Making AI risk management a repeatable enterprise process rather than ad hoc review.
• Signals: No Director+ design role posted. EU AI Act compliance features expanding.
• Portfolio match + action: Thermo Fisher mySupply. Regulated compliance platform where audit trails and governance workflows determine adoption. The 100% partner adoption metric came from making compliance visible and manageable. That's Credo AI's core design challenge. Ignore-until-trigger. Trigger: design leadership posting.

8. Cleanlab. [Net-new] Data-centric AI platform automatically finding and fixing data quality issues in ML training data and detecting errors in AI outputs.

• Stage / Size / Capital: Series B, ~60 employees, $50M raised.
• Offices: San Francisco. Remote roles.
• Value chain: Data quality layer for AI. Upstream of model training.
• Best at: Automated data quality. Making data errors visible and correctable at scale.
• Signals: No Director+ design role posted. Growing enterprise adoption.
• Portfolio match + action: Thermo Fisher mySupply. Exception-first design — surface the problematic data points out of millions. The 5-failure-modes-turned-into-5-modules methodology maps to data quality issue categorization. Ignore-until-trigger. Trigger: headcount crossing 100 or design-titled hire.

9. Snorkel AI. [Net-new] Data development platform for programmatically labeling, managing, and curating training data for AI applications.

• Stage / Size / Capital: Series C, ~200 employees, $135M raised at $1B valuation.
• Offices: Redwood City, CA HQ. Remote US.
• Value chain: Data layer for AI development. Upstream of model training.
• Best at: Programmatic data labeling. Replaces manual labeling with AI-assisted labeling functions. Human oversight of AI-generated labels is the design problem.
• Signals: No Director+ design role posted. Enterprise adoption growing. Government contracts expanding.
• Portfolio match + action: Brand Pulse. AI-generated outputs (labels) that humans must review and verify. The oversight pattern (AI generates, human reviews) is identical to Brand Pulse's agent-written weekly narrative that humans review before acting on. Ignore-until-trigger. Trigger: design leadership posting.

10. Comet ML. [Net-new] ML experiment management platform for tracking, comparing, and optimizing model training with visualization and collaboration.

• Stage / Size / Capital: Series B, ~100 employees, $63M raised.
• Offices: New York HQ. Remote US.
• Value chain: Platform layer for ML development. Competes with Weights & Biases.
• Best at: Opinionated experiment management. Tighter scope than W&B, focused on fast visual comparison.
• Signals: No Director+ design role posted. LLM evaluation features expanding.
• Portfolio match + action: Brand Pulse. AI system monitoring and comparison where visual clarity determines whether teams catch degradation. Ignore-until-trigger. Trigger: design leadership posting.

8. Engineering Intelligence & Developer Platforms

Activation: Low-medium | Supervision burden: Medium

Faros's Head of Design posting is the direct anchor. Engineering-intelligence platform adding an agentic AI layer across web, mobile, Slack, and Jira. The mandate extends to every developer platform where AI generates code, surfaces metrics, or automates workflows that engineering leaders need to trust. Developer tools historically deprioritize design, but as these platforms add AI-generated outputs, the supervision burden creates a design problem engineering teams can't solve alone. Activation is low-medium because no other company in this cluster has a live Director+ posting or confirmed IC design cluster, and infrastructure companies rarely post Director+ design roles publicly.

1. Vercel. [Net-new] Frontend cloud platform — deployment, hosting, and AI-powered development tools (v0) for web applications built with Next.js and React.

• Stage / Size / Capital: Series D, ~500 employees, $313M raised at $3.5B valuation.
• Offices: San Francisco HQ. Remote-first.
• Value chain: Platform layer for frontend development. Between developers and production deployment.
• Best at: AI-powered frontend generation (v0). Developers need to see enough about AI-generated code to trust it before shipping. That trust gap is the design opportunity.
• Signals: No Director+ design role posted. v0 AI product growing rapidly. Strong design culture for a developer platform.
• Portfolio match + action: Brand Pulse. AI-generated output (code) that developers review and decide whether to trust. Brand Pulse's oversight interface design (what does the human watching an agent need to see?) maps to v0's code-review trust problem. Ignore-until-trigger. Trigger: design leadership posting.

2. Supabase. [Net-new] Open-source Firebase alternative — database, authentication, storage, edge functions, AI-powered development tools.

• Stage / Size / Capital: Series C, ~200 employees, $116M raised.
• Offices: Singapore HQ. Remote-first (global).
• Value chain: Platform layer for application development. Between developers and backend infrastructure.
• Best at: Developer experience on top of PostgreSQL. Makes enterprise-grade database capabilities accessible to individual developers.
• Signals: No Director+ design role posted. AI features (vector embeddings, AI assistant) expanding. Rapid developer adoption.
• Portfolio match + action: Alibaba CS. Platform where making complex infrastructure accessible to users determines adoption. The structural-gap insight (procurement buyers running on consumer-grade UX) maps to Supabase's challenge of making enterprise-grade database capabilities feel consumer-grade to developers. Ignore-until-trigger. Trigger: design leadership posting or headcount crossing 300.

3. LinearB. [Net-new] Engineering management platform — DORA metrics, workflow automation, AI-powered engineering insights.

• Stage / Size / Capital: Series B, ~150 employees, $71M raised.
• Offices: Los Angeles HQ. Remote US.
• Value chain: Analytics layer for engineering organizations. Above Git, CI/CD, and project management tools.
• Best at: Engineering metrics automation. Making DORA metrics and engineering health data actionable for managers.
• Signals: No Director+ design role posted.
• Portfolio match + action: Retail Velocity. Intelligence dashboard where AI surfaces metrics that managers act on. The CPG field intelligence pattern (data → insight → action recommendation) maps to engineering metrics dashboards. Ignore-until-trigger. Trigger: design leadership posting.

4. Jellyfish. [Net-new] Engineering management platform connecting engineering work to business outcomes — resource allocation, capacity planning, investment analysis.

• Stage / Size / Capital: Series C, ~200 employees, $114M raised.
• Offices: Boston HQ. Remote US.
• Value chain: Analytics layer for engineering leadership. Above project management and development tools.
• Best at: Engineering-to-business alignment. Making engineering investment decisions visible to non-technical executives.
• Signals: No Director+ design role posted.
• Portfolio match + action: Alibaba CS. Enterprise platform where making complex data comprehensible to cross-functional stakeholders determines value. The NPS and transaction metrics at Alibaba prove you can translate complex system data into executive-legible outcomes. Ignore-until-trigger. Trigger: design leadership posting.

5. Cortex. [Net-new] Internal developer portal — service catalog, scorecards, developer self-service for managing microservices and engineering standards.

• Stage / Size / Capital: Series C, ~150 employees, $75M raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Platform layer for engineering operations. Between engineering teams and their service infrastructure.
• Best at: Engineering standards enforcement. Making compliance with best practices visible without creating overhead.
• Signals: No Director+ design role posted.
• Portfolio match + action: Thermo Fisher mySupply. Exception-first design — surface the services that don't meet standards out of hundreds that do. Ignore-until-trigger. Trigger: design leadership posting.

6. Harness. [Net-new] Software delivery platform — CI/CD, feature flags, cloud cost management, AI-powered deployment automation.

• Stage / Size / Capital: Series D, ~800 employees, $425M raised at $3.7B valuation.
• Offices: San Francisco HQ. Remote US.
• Value chain: Platform layer for software delivery. Between code and production.
• Best at: AI-powered deployment optimization. AI deployment recommendations need to be credible enough that teams automate production releases. High-stakes automation.
• Signals: No Director+ design role posted.
• Portfolio match + action: Carrier IQ. Automated workflow where AI makes high-stakes decisions (deploy or don't) that humans need to trust. The InsurTech quote automation pattern (automated decision with human review gate) maps to deployment approval. Ignore-until-trigger. Trigger: design leadership posting.

7. LaunchDarkly. [Net-new] Feature management platform — feature flags, experimentation, progressive delivery for controlled software releases.

• Stage / Size / Capital: Series E, ~500 employees, $330M raised at $3B valuation.
• Offices: Oakland, CA HQ. Remote US.
• Value chain: Platform layer for release management. Between development and user experience.
• Best at: Feature flag scale. Billions of evaluations daily. Making complex targeting and rollout rules manageable.
• Signals: No Director+ design role posted.
• Portfolio match + action: Alibaba CS. Enterprise platform at scale where complex configuration (targeting rules / procurement filters) determines user experience. Ignore-until-trigger. Trigger: design leadership posting.

8. Retool. [Net-new] Internal tools platform for building custom business applications with drag-and-drop components, database connections, and AI-powered app generation.

• Stage / Size / Capital: Series C, ~400 employees, $445M raised at $3.2B valuation.
• Offices: San Francisco HQ. Remote US.
• Value chain: Platform layer for internal tools. Between databases/APIs and business users.
• Best at: Internal tool builder with AI. AI-generated internal applications credible enough for production use.
• Signals: No Director+ design role posted. AI-powered app generation expanding.
• Portfolio match + action: Alibaba CS. Platform where making complex capabilities accessible to non-technical users determines adoption. The structural-gap methodology (naming a problem nobody had named) maps to Retool's challenge of making database-grade power accessible to business-user-grade skill. Ignore-until-trigger. Trigger: design leadership posting.

9. Netlify. [Net-new] Web development platform — deployment, hosting, serverless functions, composable architecture for modern web applications.

• Stage / Size / Capital: Series D, ~300 employees, $212M raised.
• Offices: San Francisco HQ. Remote-first.
• Value chain: Platform layer for web deployment. Competes with Vercel.
• Best at: Composable web architecture. Making complex multi-service architectures manageable through a single dashboard.
• Signals: No Director+ design role posted. Layoffs in 2024. AI features growing.
• Portfolio match + action: Alibaba CS. Platform coherence at scale where multiple services need unified design language. Ignore-until-trigger. Trigger: design leadership posting. Layoff history warrants mandate stability check.

10. Railway. [Net-new] Cloud deployment platform simplifying infrastructure management — instant deployment, database provisioning, environment management.

• Stage / Size / Capital: Series A, ~50 employees, $45M raised.
• Offices: San Francisco. Remote-first.
• Value chain: Infrastructure layer for deployment. Between developers and cloud providers.
• Best at: Deployment simplicity. Making cloud infrastructure management feel as simple as local development.
• Signals: No Director+ design role posted. Early stage. Rapid developer adoption.
• Portfolio match + action: Equinox+. 0→1 product where radical simplicity is the design constraint. Ignore-until-trigger. Trigger: headcount crossing 80 or design-titled hire.

9. Consumer AI & Life-Event Platforms

Activation: Medium-low | Supervision burden: Medium

Babylist's Director, Product Design (AI Builder) asks the design leader to define AI-first design practices for a consumer platform where parents make high-stakes purchasing and planning decisions. The mandate extends to every consumer product integrating AI into personal decisions. Supervision burden is lower than clinical or compliance contexts, but the trust problem is real: consumers have no training in evaluating AI output and no institutional support when it's wrong. They just stop using the product. Activation is medium-low because only Phantom has a previously posted Director role (needing freshness reconfirmation) and no other company shows a confirmed IC design cluster.

1. Phantom. [Net-new] Crypto-powered consumer finance app for managing digital assets, swapping tokens, and interacting with decentralized applications, used by tens of millions.

• Stage / Size / Capital: Series C, ~100 employees, $118M raised.
• Offices: San Francisco. Remote US.
• Value chain: Application layer for crypto/DeFi. Owns the consumer wallet experience.
• Best at: Consumer crypto UX. Making complex blockchain interactions feel as simple as a banking app.
• Signals: Director of Product Design previously posted, Remote US. Reports to Head of Design. Posting age exceeds 42-day threshold based on search-rendered crawl date — may be filled or stale. Needs reconfirmation before outreach.
• Portfolio match + action: Allē. Consumer product at scale (30M members) with financial transactions where trust determines adoption and the dual-surface pattern (consumer app + provider/exchange interface) applies. Watch pending freshness reconfirmation. If stale, downgrade to Ignore-until-trigger.

2. ElevenLabs. [Net-new] AI voice platform — text-to-speech, voice cloning, dubbing, and conversational AI with human-quality voice synthesis.

• Stage / Size / Capital: Series C, ~200 employees, $180M raised at $11B valuation.
• Offices: New York, London, Remote. US roles available.
• Value chain: Platform layer for AI voice. Serves both consumer creators and enterprise customers.
• Best at: Voice quality. The most natural-sounding AI voices in the market. The design question has moved from "does it sound real?" to "how do users control and trust AI-generated voice content?"
• Signals: No Director+ design role posted. Rapid growth. Consumer and enterprise products expanding.
• Portfolio match + action: Brand Pulse. AI-generated content (voice) that humans review and control. Brand Pulse's oversight interface design maps to the voice-generation control problem. Ignore-until-trigger. Trigger: design leadership posting.

3. Gamma. [Net-new] AI-powered presentation platform generating polished presentations, documents, and websites from text prompts.

• Stage / Size / Capital: Series C, ~50 employees, $43M raised.
• Offices: San Francisco. Remote roles.
• Value chain: Application layer for content creation. Competes with traditional presentation tools.
• Best at: AI-first content creation. AI-generated presentations good enough that users present them without heavy editing.
• Signals: No Director+ design role posted. Rapid user growth. Small team.
• Portfolio match + action: Equinox+. 0→1 consumer product where the design constraint is making a complex capability feel effortless. Ignore-until-trigger. Trigger: headcount crossing 80 or design-titled hire.

4. Pogo. [Net-new] Consumer finance app helping users find and claim savings from purchases through AI-powered receipt analysis and reward matching.

• Stage / Size / Capital: Series A, ~30 employees, funding undisclosed.
• Offices: Brooklyn, NY HQ. Remote US/Canada confirmed.
• Value chain: Application layer for consumer savings. Between purchase data and savings opportunities.
• Best at: AI-powered savings discovery. Making AI-found savings feel trustworthy and worth the effort.
• Signals: Product Designer and Product Designer - Enterprise roles posted, Remote US/Canada. No Director+ role. Early stage.
• Portfolio match + action: Allē. Consumer loyalty/rewards product where redemption design determines engagement (3.2× redemption lift, $42 CAC). Ignore-until-trigger. Trigger: headcount crossing 60 or design leadership posting.

5. Photoroom. [Net-new] AI photo editing platform — background removal, product photo generation, marketing image creation for e-commerce sellers and creators.

• Stage / Size / Capital: Series B, ~100 employees, $65M raised.
• Offices: Paris HQ. Remote roles. US presence.
• Value chain: Application layer for visual content. Serves e-commerce sellers and creators.
• Best at: E-commerce photo automation. AI-generated product photos good enough that sellers list them without manual review.
• Signals: No Director+ design role posted. Growing US presence.
• Portfolio match + action: Brand Pulse. AI-generated visual content that users review and approve before publishing. Ignore-until-trigger. Trigger: US design leadership posting.

6. Captions. [Net-new] AI-powered video creation platform — AI editing, dubbing, eye contact correction, avatar generation for short-form video creators.

• Stage / Size / Capital: Series C, ~100 employees, $100M raised at $500M valuation.
• Offices: New York HQ. Remote roles.
• Value chain: Application layer for video creation. Serves individual creators and brands.
• Best at: AI video manipulation. Making AI-altered video feel authentic rather than uncanny.
• Signals: No Director+ design role posted. Rapid growth.
• Portfolio match + action: Equinox+. 0→1 consumer product in a creative domain. Ignore-until-trigger. Trigger: design leadership posting.

7. Descript. [Net-new] AI-powered video and audio editing platform treating media editing like document editing — edit the transcript, edit the video.

• Stage / Size / Capital: Series D, ~200 employees, $100M+ raised.
• Offices: San Francisco HQ. Remote US.
• Value chain: Application layer for media editing. Owns the creator's editing workflow.
• Best at: Transcript-first editing paradigm. The design innovation IS the product. The design leader shapes the core product metaphor, not a feature layer on top.
• Signals: No Director+ design role posted. AI features expanding. Strong design culture.
• Portfolio match + action: Equinox+. Consumer product where the design paradigm IS the differentiator. Ignore-until-trigger. Trigger: design leadership posting.

8. Otter.ai. [Net-new] AI meeting assistant transcribing, summarizing, and extracting action items from meetings in real time.

• Stage / Size / Capital: Series D, ~200 employees, $63M raised.
• Offices: Mountain View, CA HQ. Remote US.
• Value chain: Application layer for meeting productivity. Alongside video conferencing tools.
• Best at: Real-time meeting intelligence. AI-generated meeting summaries credible enough that participants stop taking their own notes. High trust bar.
• Signals: No Director+ design role posted.
• Portfolio match + action: Brand Pulse. AI-generated summaries that humans review and trust. Brand Pulse's weekly agent-written narrative (AI synthesizes raw data into actionable intelligence) mirrors the meeting-summary trust problem. Ignore-until-trigger. Trigger: design leadership posting.

9. Perplexity. [Net-new] AI-powered search engine providing cited, conversational answers by searching the web and synthesizing information in real time.

• Stage / Size / Capital: Series B, ~200 employees, $250M+ raised at $9B valuation.
• Offices: San Francisco HQ. Remote roles.
• Value chain: Application layer for search. Competes with Google.
• Best at: Cited AI search. Every answer links to sources. The design problem: making AI-synthesized information verifiable without forcing users to check every citation.
• Signals: No Director+ design role posted. Rapid growth. Expanding into enterprise and e-commerce.
• Portfolio match + action: "Trust Is the New Interface." The essay's trust-ladder framework (Watch → Verify → Delegate) maps directly to how users learn to trust AI search results. The five-handoffs framework describes the exact progression Perplexity needs users to make. Ignore-until-trigger. Trigger: design leadership posting.

10. Luma AI. [Net-new] AI-powered 3D and video generation platform — photorealistic 3D capture, video generation, visual AI tools for creators and developers.

• Stage / Size / Capital: Series B, ~50 employees, $70M+ raised.
• Offices: San Francisco. Remote roles.
• Value chain: Platform layer for visual AI. Serves creators, developers, enterprises.
• Best at: Photorealistic AI video and 3D. Making AI-generated visual content controllable and predictable.
• Signals: No Director+ design role posted. Dream Machine video generation growing. Small team.
• Portfolio match + action: Equinox+. 0→1 product in a creative domain where the design constraint is making a complex capability feel effortless. Ignore-until-trigger. Trigger: headcount crossing 80 or design-titled hire.

10. Design & Product Velocity Studios

Activation: Low | Supervision burden: Low

Kettle's Director, Product Design posting asks for AI-enabled features, vibe coding, and rapid prototyping, but Kettle is an InsurTech company, not a studio. The connection to this cluster is the multi-client, multi-context design leadership pattern. Instrument has a live role confirming that studios are hiring product design directors.

A direct note: studios are structurally different from product companies. Reporting structure, mandate scope, and design authority all operate differently. The role type is "lead design across client engagements" rather than "own a product's design function." Nine of ten entries here are Ignore-until-trigger. If studios aren't a real target category, skip this cluster entirely and reclaim the monitoring time. It's here for completeness of the 100-company universe, not because it represents imminent opportunity.

1. Instrument. [Net-new] Design and technology company building brands, products, and experiences for Google, ServiceNow, Uber, Eventbrite, Oura.

• Stage / Size / Capital: Private (independent studio), ~200 employees.
• Offices: Portland, OR HQ. Remote US confirmed.
• Value chain: Services layer. Client-facing product design across multiple industries. Design authority is high within engagements but does not include product ownership.
• Best at: Client-grade product design at scale. Maintaining craft quality across diverse client contexts simultaneously.
• Signals: Design Director, Product Design live, Remote US. Posting date unconfirmed; listed as of 2026-07-19. Frames the role as product-design leadership across client engagements.
• Portfolio match + action: Equinox+. Multi-brand product design (5 brands, 0→MVP in 3 months) maps directly to multi-client studio mandate. Allē adds dual-surface proof across provider and consumer contexts. Act if studio/services context is of interest.

2. Work & Co. [Net-new] Digital product studio building products for Apple, Google, IKEA, Marriott.

• Stage / Size / Capital: Private (independent studio), ~300 employees.
• Offices: Brooklyn, NY HQ. Portland, São Paulo, Copenhagen, Belgrade. Remote roles.
• Value chain: Services layer. Premium product design for enterprise clients.
• Best at: End-to-end product delivery. Designs and builds products, not just concepts.
• Signals: No Director+ design role posted.
• Portfolio match + action: Equinox+. Multi-brand product design at high craft bar. Ignore-until-trigger. Trigger: design leadership posting.

3. Metalab. [Net-new] Product design studio that has designed products for Slack, Uber, Google, Coinbase.

• Stage / Size / Capital: Private (independent studio), ~100 employees.
• Offices: Vancouver, BC HQ. Remote roles.
• Value chain: Services layer. Product design for technology companies.
• Best at: Technology-company product design. Deep expertise in designing for companies with strong existing design opinions.
• Signals: No Director+ design role posted.
• Portfolio match + action: Equinox+. Multi-brand product design. Ignore-until-trigger. Trigger: design leadership posting.

4. Ustwo. [Net-new] Digital product studio building products across healthcare, automotive, and consumer technology.

• Stage / Size / Capital: Private (independent studio), ~200 employees.
• Offices: London HQ. New York, Malmö, Lisbon. US roles available.
• Value chain: Services layer with domain expertise in healthcare and automotive.
• Best at: Domain-specific product design. Deeper vertical expertise than generalist studios.
• Signals: No Director+ design role posted.
• Portfolio match + action: Thermo Fisher mySupply. Regulated/healthcare product design in a vertical domain. Ignore-until-trigger. Trigger: design leadership posting.

5. Huge. [Net-new] Design and technology company (IPG) — product design, experience design, technology services for enterprise clients.

• Stage / Size / Capital: Subsidiary of IPG, ~800 employees.
• Offices: Brooklyn, NY HQ. Global including San Francisco.
• Value chain: Services layer within holding company. Enterprise-scale design services. Design authority constrained by parent company structure.
• Best at: Enterprise-scale design services. Handles complexity that smaller studios can't support.
• Signals: No Director+ design role posted. Parent company (IPG) merger with Omnicom announced 2024. Organizational uncertainty.
• Portfolio match + action: Alibaba CS. Enterprise-scale design leadership. Ignore-until-trigger. Trigger: design leadership posting. Parent company merger creates org uncertainty. Verify mandate stability before engaging.

6. Thoughtbot. [Net-new] Product design and development consultancy — design sprints, product management, full-stack development.

• Stage / Size / Capital: Private (independent), ~100 employees.
• Offices: Boston HQ. Remote-first.
• Value chain: Services layer for startups and growth-stage companies.
• Best at: Design sprint methodology. Structured rapid product validation.
• Signals: No Director+ design role posted.
• Portfolio match + action: Equinox+. Rapid 0→1 product design. Ignore-until-trigger. Trigger: design leadership posting.

7. IDEO. [Net-new] Design and innovation consultancy — human-centered design across product, service, and organizational design.

• Stage / Size / Capital: Private (subsidiary of Kyu Collective/Hakuhodo), ~400 employees (reduced from peak).
• Offices: San Francisco, New York, London, Tokyo, Shanghai.
• Value chain: Services layer. Strategic design consulting for enterprise and institutional clients. Mandate scope and reporting structure differ fundamentally from product-company design leadership.
• Best at: Human-centered design methodology at institutional scale.
• Signals: No Director+ design role posted. Significant layoffs 2023-2024. Restructuring ongoing.
• Portfolio match + action: Red Cross. Institutional/mission-critical design. Ignore-until-trigger. Trigger: design leadership posting. Restructuring creates both risk and opportunity. Verify mandate stability.

8. Frog. [Net-new] Design and strategy consultancy (Capgemini) — product design, technology strategy, transformation services.

• Stage / Size / Capital: Subsidiary of Capgemini, ~600 employees.
• Offices: San Francisco, New York, Munich, Milan, Shanghai.
• Value chain: Services layer within global consultancy. Design authority constrained by parent company structure and client relationships.
• Best at: Enterprise transformation design. Bridging strategy and execution for large organizations.
• Signals: No Director+ design role posted.
• Portfolio match + action: Alibaba CS. Enterprise-scale design transformation. Ignore-until-trigger. Trigger: design leadership posting.

9. Fantasy. [Net-new] Product design studio building products for Samsung, Google, Microsoft.

• Stage / Size / Capital: Private (independent studio), ~100 employees.
• Offices: San Francisco, New York.
• Value chain: Services layer. Product design for technology companies.
• Best at: Visual and interaction design craft. Known for setting the bar in consumer technology.
• Signals: No Director+ design role posted.
• Portfolio match + action: Equinox+. Multi-brand consumer product design at high craft bar. Ignore-until-trigger. Trigger: design leadership posting.

10. Fjord (Accenture Song). [Net-new] Design and innovation practice within Accenture — product design, service design, experience strategy at enterprise scale.

• Stage / Size / Capital: Division of Accenture (public, $200B+ market cap), ~2,000 design practitioners.
• Offices: Global — San Francisco, New York, London, 30+ studios.
• Value chain: Services layer within global consultancy. Largest design practice in the world by headcount. Design authority and mandate scope differ fundamentally from product-company leadership.
• Best at: Scale. Can staff design programs no independent studio can match. Maintaining craft quality at that size is the design leadership problem.
• Signals: No Director+ design role posted publicly (Accenture uses internal hiring for many senior roles).
• Portfolio match + action: Alibaba CS. Enterprise-scale design leadership. Ignore-until-trigger. Trigger: design leadership posting on external boards.

Board Summary

Watch (4). Sierra and Decagon first. IC clusters with verified ATS links, no named leader, 6-12 week window. Highest priority in the entire list. Abridge second — IC cluster in clinical AI with verified ATS links. Phantom third — Director posting needs freshness reconfirmation. If stale, drops to Ignore-until-trigger.

Ignore-until-trigger (90). Each entry names its trigger condition. Most triggers are identical: a Director+ design posting appears, or headcount crosses a threshold that typically precedes design leadership hiring.

The mandates are stable. The companies crossing from Ignore to Watch to Act are not. Scan the Watch list for new postings every Monday. The mandates tell you which version of your story to prepare. The triggers tell you when to deploy it.