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Windfall Data raises $65 million in a Series B round led by Morgan Stanley Expansion Capital to enhance its AI-driven data intelligence platform. The company plans to expand its predictive and generative AI applications, supporting go-to-market teams across multiple industries. With over $100 million in total funding, Windfall aims to deepen integration with enterprise systems and scale its customer base.
$65 Million Boost: What This Means for Windfall Data’s Trajectory
Windfall Data announces the closing of a $65 million Series B equity round led by Morgan Stanley Expansion Capital. With this investment, Windfall’s total external funding surpasses $100 million since its inception in 2016. The new funding is intended to accelerate the company’s position in the AI and data intelligence market.
The company states that the capital will support further investment in product development and sales growth. Windfall emphasizes its focus on advancing data-driven decision-making through predictive and generative AI capabilities embedded in its software and workflow solutions.
From People Intelligence to Predictive Power: Windfall’s Mission Explained
Founded in 2016, Windfall Data delivers people intelligence and AI workflow tools to more than 1,000 organizations. The company’s platform integrates proprietary datasets, software, and AI applications to enable go-to-market teams to generate actionable insights.
Windfall’s offerings span across data enrichment, AI-driven modeling, and workflow automation. These tools are built to support teams involved in sales, fundraising, marketing, and account management by helping them engage with the most relevant contacts in their systems.
Customers access Windfall’s insights through integrations with common platforms, including:
- Salesforce
- Microsoft Dynamics
- Snowflake
- Blackbaud
Windfall enables teams to enrich data automatically, build predictive models, and create AI-generated audiences for targeted campaigns.
Why Investors Bet Big on Windfall’s AI Stack
Morgan Stanley Expansion Capital identifies Windfall’s proprietary data and AI capabilities as core strengths. The firm views accurate, current data as essential for success in go-to-market operations and sees Windfall as a critical infrastructure provider in this space.
Pete Chung, Head of Morgan Stanley Expansion Capital, underlines the need for high-quality data in sales and marketing operations and notes the growing importance of integrating AI with reliable datasets. Steve Cao, Executive Director at the firm, points to Windfall’s unique dataset and AI workflow tools as reasons for their decision to lead the Series B round.
Chung states that AI’s value depends heavily on the quality of the underlying data, positioning Windfall’s net worth and investable asset data as a significant differentiator.
Inside Windfall’s Tech: How Predictive and Generative AI Are Being Deployed
Windfall deploys predictive AI models and generative AI features to support decision-making processes and streamline workflows. The company emphasizes the role of fresh, high-quality data in enhancing the effectiveness of AI tools.
Its platform supports:
- Predictive and generative AI for data enrichment
- Automated segmentation and audience targeting
- AI-powered persona recommendations
- Activation of insights across various systems and channels
These capabilities help teams prioritize resources effectively, automate outreach, and refine engagement strategies. Windfall’s applications are designed to function seamlessly within a customer’s system-of-record, enabling consistent access to up-to-date intelligence.
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Expanding Across Verticals: Where Windfall Is Gaining Ground
Windfall reports active deployment of its solutions across multiple industries, including:
- Financial services
- Nonprofits
- Travel and hospitality
- Retail
- Professional sports organizations
Its clients include recognized names such as Wheels Up, CAPTRUST, University of Michigan, and Make-A-Wish America. These organizations utilize Windfall’s AI-powered tools to refine targeting, segment audiences, and improve operational efficiency through data-informed workflows.
What This Funding Signals for the AI and Data Intelligence Sector
The scale of Windfall’s funding reflects increased investor confidence in companies that combine proprietary datasets with AI tools. The backing from a major institutional investor like Morgan Stanley Expansion Capital indicates broader momentum in the AI data infrastructure space.
The investment also highlights a trend toward embedding AI in operational systems rather than treating it as a standalone feature. Windfall’s integration-first approach and focus on actionable insights through systems like Salesforce and Snowflake illustrate this shift.
A Strategic Leap That Sets the Stage for Scalable AI Growth
Windfall Data signals its intent to expand its platform’s reach and technical capabilities through this new capital infusion. The company reiterates its commitment to empowering go-to-market teams with trustworthy data and AI-driven insights.
As the use of AI continues to scale across industries, Windfall positions its solutions to serve organizations looking to unify data and automation. The partnership with Morgan Stanley Expansion Capital is framed as a step toward broader market presence and sustained innovation in AI-powered decision systems.
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