Vybe

Vybe

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Vybe YC P25 Launch — Lovable for internal apps[12]

Pre-Seed

Round

$1.5M raised · YC P25

3,000+

Pre-built integrations

Salesforce, Workday, Jira, Snowflake, Gmail

$264.4B

Low/no-code TAM by 2032

From $37.4B in 2025 · ~32% CAGR

Pre-seed angels include

Olivier Pomel

CEO · Datadog

Shishir Mehrotra

CEO · Coda · ex-Grammarly CEO

Mathilde Collin

CEO · Front

Joaquin Quiñonero

VP AI · Meta

Zach Perret

CTO · Plaid

Mike Cannon-Brookes circle

CTO · Atlassian / Benching

Plus the Head of Product at OpenAI, the CTO of Coinbase, and a syndicate of operator angels from the YC and AI-native cohort.[12] [13]

Thesis

Internal tools are the dark matter of enterprise software — 80% of the apps that actually run a company, 0% of the venture investment.[3] Vybe is the AI authoring layer for that surface: secure, plugged into production data, deployable in an afternoon. Lovable and v0 proved you can ship production-grade React from prompts;[6] [7] Vybe does the same for the workflows that ops, finance, and support teams ship to themselves — with the SSO, RBAC, and 3,000-tool connector matrix that the consumer vibe-coders structurally can't ship.
  1. 01

    Internal tools are the dark matter of enterprise software. Every company has them; almost none are good. Retool is the loudest incumbent at $138.6M ARR and ~100 enterprise customers[3] — a rounding error against the latent demand. The market isn't unbuilt; it's unaddressed.

  2. 02

    AI authoring crossed the line in 2025. Lovable shipped to $17M ARR in three months;[6] Cursor cleared $100M ARR in twelve;[4] v0 sits inside a $3.25B parent;[8] Bolt is at $40M ARR.[7] One-shot React from a prompt now works — but none of them are built for the workflows that actually run a business.

  3. 03

    Security and data plug-ins are the moat. SSO, audit logs, RBAC, a 3,000-tool connector matrix, schema awareness, BYO-VPC. The boring work that enterprises pay for and that consumer-grade vibe-coding tools structurally don't ship. Anyone can fork a UI generator; only a team that does the connector work wins the enterprise.

  4. 04

    The buyer changed. The function head — head of ops, finance, support — now holds the budget for internal apps. Vybe sells direct to them, collapsing the quarter-long IT prioritization queue to an afternoon. Engineering keeps the perimeter; the function head ships the tool.

Problem

Every fast-growing company drowns in the same swamp of glue work. And every existing option breaks in a different way.

Onboarding trackers, launch calendars, status bots, reconciliation queues, internal CRMs that diverged from Salesforce three quarters ago. The founders' own framing of the problem they lived inside Plato and Wealthfront: "each steals engineering time, rots when its owner leaves, and derails sprints."[12]

Today's options all break in different ways. Rigid SaaS doesn't bend to the workflow. Spreadsheets break the second the row count goes past 10k. Engineering builds it — and then quietly stops maintaining it. Retool and Airtable demand a builder with technical chops; the function head still files a ticket and waits. And the new wave of vibe-coders — Lovable, v0, Bolt — were built for consumer and indie apps. They don't ship SSO, they don't speak to Salesforce, and you can't point them at production Postgres.

Airplane.dev — well-funded, internal-tools-first — was acquired and sunset by Airtable in January 2024.[5] The cautionary tale is the same one Vybe is solving against: the category needed the AI authoring unlock to clear the value bar. That unlock arrived in 2025.

$138.6M

Retool ARR (2024)

~100 enterprise customers · $1.4M ACV

70%

New apps low-code by 2025

Gartner adoption forecast

~7×

Low/no-code TAM expansion

$37.4B (2025) → $264.4B (2032)

Retool 2024 revenue / customer figures[3] · Fortune Business Insights[1] · EY / Gartner adoption forecast[2]

Why Now

Code-gen became the killer LLM app. Connectors matured. The buyer changed.

Three trends converged in eighteen months: prompt-to-app crossed quality, integration ecosystems hit critical mass, and function heads quietly took control of the internal-tools budget.

Fast-growing teams drown in glue work — onboarding trackers, launch calendars, status bots, one-off scripts. Each steals engineering time, rots when its owner leaves, and derails sprints.

Vybe — Launch announcement

Vybe — Launch announcement[12]

Quang Hoang & Fabien Devos · P25 launch

It is literally one of the most mind-blowing tools anyone has seen here at UpKeep.

RC

OC reference call[12]

300-person company · SVP Customer Success

This is the most beautiful UI I've seen in any agent builder.

YC

OC reference call[12]

Founder · YC alum design partner

Three preconditions converged in the same eighteen months.

Code-gen became the killer LLM app. Cursor cleared $100M ARR in twelve months;[4] Lovable shipped to $17M ARR in three;[6] Bolt is at $40M ARR;[7] Windsurf was acquired by OpenAI in a $3B deal.[9] One-shot React from a prompt is now table stakes — the playbook works. The next move is choosing the surface where the AI authoring layer wins the next $100M.

Connector ecosystems matured. 3,000+ pre-built integrations are now a starting line, not a five-year roadmap. The connector matrix that took Zapier a decade to build is now an off-the-shelf platform primitive — which means Vybe's first day of development starts after the boring undifferentiated work that broke previous attempts.

Function heads control internal-tools budgets. Engineering's queue is full of revenue work. Ops, finance, and support buy directly when the AI authoring story is convincing enough — the same buyer pattern that took Notion, Linear, and Figma from individual seats to enterprise. Vybe is the first AI-native platform pointed at that exact buyer.

Fast-growing teams drown in glue work — onboarding trackers, launch calendars, status bots, one-off scripts. Each steals engineering time, rots when its owner leaves, and derails sprints.
Vybe — YC P25 launch[12]

How It Works

Three layers. One platform. A new internal app ships in an afternoon.

Step 01

Prompt → app

Type what you need ("a reconciliation queue against Stripe and our ledger, with reviewer comments and Slack pings"). Vybe scaffolds a NextJS app with React + NodeJS, wires the integrations, and ships a working UI in seconds.

Step 02

Wire your data and identity

SSO, RBAC, audit logs, 3,000+ connectors (Salesforce, Workday, Jira, Snowflake, Gmail, GCal, GitHub, Postgres). Schema-aware: when a Snowflake field changes, queries and UI regenerate against the new shape.

Step 03

Deploy and govern

One click to Vercel, Cloudflare, or self-host. Agents run in the background — Slack pings, reconciliations, status follow-ups. Engineering keeps the security perimeter; the function head keeps the keys to the apps they ship.

The shape of the product is compliance-first from day zero.

Model-agnostic and open-output. Vybe scaffolds standard NextJS — React on the front, NodeJS on the back. The generated app is real code, not a black-box template, which means engineering teams can read, fork, and audit what shipped. Deploy to Vercel, Cloudflare, your own infra, or BYO-VPC for the regulated cohort.

Schema-aware connectors. Vybe doesn't just pipe data — it tracks schema drift. When a Snowflake field renames or a Jira workflow changes, queries and UI regenerate automatically. The 80% of internal-tools maintenance cost ("the schema changed, the dashboard broke") becomes a background process, not a sprint.

Agents as a first-class citizen. Slack pings, reconciliations, status follow-ups, on-call escalations — the apps Vybe builds run autonomously between human reviews. The internal-app surface and the agent surface are the same product, not two separate purchases.[12]

Why Function Heads Buy

The function head is the buyer. Engineering is the partner, not the gate.

Most internal-tools demand never reaches engineering. It dies in a backlog or never gets filed because everyone knows it won't ship this quarter. Vybe is what each of those buyers actually wanted.

The wedge is the buyer, not the technology. Vybe routes around IT prioritization, not around governance.

The dead-letter demand. Excel sheets and Notion docs are the body count of internal-tools projects that engineering couldn't get to. The function head's path of least resistance has been to roll their own and live with the rot. Vybe gives them a real app, with the data plugged in, that their team can use tomorrow.

The bottom-up enterprise motion. Same buyer pattern that took Notion, Linear, and Figma from individual seats to enterprise. The function head ships one tool; the team adopts it; the SSO/RBAC/audit conversation happens with IT after the value is in production. Engineering doesn't fight it because Vybe takes work off their plate, not off their roadmap.

The pricing landing zone. Vybe's beta plan is $49/builder/mo + $9/end-user/mo with usage-based agent actions — aligned with Retool's seat bands[14] and well inside the function head's discretionary budget. The expansion path is the same one Retool walked: builder seats grow first; end-user seats follow; agents become the consumption SKU.

It is literally one of the most mind-blowing tools anyone has seen here at UpKeep.
OC reference call · SVP Customer Success[12]

Market

Every internal app at every company is the long tail. The AI authoring layer is the pull-forward.

Low-code and no-code platforms are the closest TAM proxy: $37.4B in 2025 to $264.4B by 2032 at ~32% CAGR.[1] Gartner has long forecast 70% of new apps will be low-code by 2025.[2] Both numbers were calibrated before the AI authoring layer arrived and likely understate the pull-forward.

Vybe's near-term ICP is the 50-to-5,000-FTE band: tech-savvy enough to have mature data infra, large enough to feel the internal-tools backlog, small enough to have a function-head buyer with budget authority. Roughly 120k orgs × ~$20k ACV ≈ $2.4B addressable inside that band alone — and Retool's $1.4M average ACV[3] hints at the upside as customers grow.

Near term — fast-growing tech-forward companies

50-to-5,000-FTE firms with mature data infrastructure, constrained engineering, and a function head with budget. The same buyer pool that adopted Notion, Linear, and Retool — now with the AI authoring layer that collapses the build-or-wait decision.[3]

Long term — every internal app at every company

Low-code platforms: $37.4B (2025) → $264.4B (2032) at ~32% CAGR.[1] Gartner forecast 70% of new apps low-code by 2025.[2] The AI re-platform pulls forward the unaddressed long tail — every workflow currently living in Excel, Notion, Zapier, or someone's head.

The internal-tools market isn't unbuilt — it's unaddressed. The first AI-native platform that combines prompt-to-app with the boring enterprise plumbing will eat a category that has paid Retool $138M a year just to be slightly less painful.
Orange Collective

Competitive landscape

Four categories of competition. Vybe is positioned against all of them.

Each category has a structural limitation — UI legacy, buyer mismatch, or enterprise gap. Vybe's AI-native + connector-first + function-head-buyer stance is the answer to all three.

Retool · Airtable

Legacy internal-tools

Retool runs at $138.6M ARR with ~100 enterprise customers and a $1.4M ACV — proof that the category pays.[3] Their drag-and-drop templating framework predates LLMs: poor training data, rigid UX, structurally incompatible with prompt-first authoring. Vybe is the AI-native rebuild against the same buyer.

Lovable · v0 · Bolt

Consumer / indie vibe-coders

Lovable: $17M ARR in 3 months.[6] Bolt: $40M ARR.[7] v0 inside Vercel's $3.25B parent.[8] Production-grade prompt-to-React — but no SSO, no RBAC, no Salesforce / Workday / Snowflake connectors, no production-data plumbing. The wrong shape for the workflows that run a business.

Cursor · Windsurf · Replit Agent

AI IDEs

Cursor: $100M ARR in 12 months.[4] Windsurf: $100M ARR run-rate before OpenAI's $3B acquisition.[9] Replit Agent: $70M ARR.[10] Brilliant for engineers writing code in a repo — wrong shape for a function head shipping an internal app. The buyer, the surface, and the deployment story all differ.

Airplane.dev · adjacent shutdowns

Cautionary precedent

Airplane.dev was acquired and sunset by Airtable in January 2024.[5] Demand for internal-tools platforms is real; the missing ingredient before 2025 was the AI authoring layer. Vybe is what Airplane needed to be eighteen months later — and the angel cap table reflects investors who saw the gap in real time.

Retool is the most successful internal-tools company in history at $138M ARR. That's the floor of what's available when the AI authoring layer is missing and the buyer is engineering. The next category is built on prompts, sold to function heads, and runs against production data with the security perimeter intact.
Orange Collective

Founder deep dive

A repeat YC operator who sold to Coda, paired with a former Director of Engineering at Wealthfront.

Why Quang built it. Quang's last company, Plato (YC W16), sold a mentorship platform into the exact buyer Vybe is now selling to: VPs of Engineering and CTOs at Airbnb, Stripe, Coinbase, Slack, Twilio. Plato hit $5M ARR, built a 30,000-leader community, raised $23M, and was acquired by Coda in 2024.[11] Inside that customer base he watched the same pattern over and over: engineering's roadmap was full, the function heads built tools in Notion and Zapier, and the internal-tools backlog grew faster than the team could ever drain it. Vybe is the company that fills that gap from the buyer Plato sold to first.

Why Fabien built it. Fabien led 40-person engineering orgs as Director of Engineering at Wealthfront, after early engineering at Facebook. He built Hacked, a mobile coding game that crossed 1M downloads. The product-eng arc — large-team systems infrastructure plus consumer-grade DX — is exactly the team Vybe needs: enterprise-grade plumbing under a UI a non-engineer can love.

Why this team is the right team. Quang covers the buyer — he sold to this exact ICP at Plato and lived inside the partnership conversation with Coda after the acquisition. Fabien covers the systems — Wealthfront's fintech back end is exactly the shape Vybe needs to abstract reliably. The cap table reflects the same conviction: CEO Datadog, CEO Coda, CEO Front, Head of Product OpenAI, CTO Coinbase, CTO Plaid — operators who run the buyer side of this purchase decision today.[12] [13]

Why velocity is a feature. Reference calls returned the same pattern from very different buyers: an SVP at a 300-person operations-heavy company calling Vybe "literally one of the most mind-blowing tools anyone has seen here," a YC founder calling it "the most beautiful UI I've seen in any agent builder."[12] The reaction is the same one early Lovable and Cursor users had — the surface and the speed change what the user thinks is possible.

The long arc. Vybe becomes the system of record for internal apps the same way Retool tried to be — but built AI-native, sold to the function head, and plugged into the data and identity perimeter that enterprises actually require. Every reconciliation script, onboarding tracker, status bot, and one-off operations app at every fast-growing company runs through one platform. The internal-tools market gets the AI re-platform it never got the first time.

Founder & team

Quang Hoang

Quang Hoang

Repeat FounderExited

Co-founder & CEO

Two-time YC founder. Previously CEO/co-founder of Plato (YC W16, acquired by Coda in 2024 [11]) — built a mentorship platform for engineering leaders to $5M ARR, ran a community of 30,000+ eng leaders, sold to companies like Airbnb, Stripe, Coinbase, Slack, and Twilio. Raised $23M from Slack, FundersClub, S28, and SaaStr Fund; built a 70-person team. Lived inside the org chart Vybe is now selling to.

Fabien Devos

Fabien Devos

Repeat Founder

Co-founder & CTO

Former Director of Engineering at Wealthfront — led 40-person eng orgs. Earlier engineering at Facebook. Creator of Hacked (mobile coding game, 1M+ downloads). Repeat builder; deep mobile and backend infra experience. Founder of Wolfia (YC S22).

Risks & mitigations

Risk

Retool, Vercel, or a hyperscaler ships AI-native authoring with governance and absorbs the wedge.

Mitigation

Retool's $138.6M ARR [3] sits on a templating framework and drag-and-drop UI that predate LLMs — poor training data, rigid UX, structural incompatibility with prompt-first authoring. Bolting an AI front-end onto a closed-template architecture cannibalizes the legacy seat motion the same way an AI-first IDE would cannibalize a JetBrains. Vercel and the hyperscalers can ship UI generators but not the enterprise connector / RBAC / audit matrix that's the actual moat. Vybe is building the version that doesn't have to bend a legacy.

Risk

Consumer vibe-coders — Lovable, v0, Bolt — move up-market and add SSO, RBAC, and enterprise connectors.

Mitigation

Lovable shipped $17M ARR in three months on consumer / indie [6]; Bolt is at $40M ARR [7]; v0 sits inside Vercel ($3.25B [8]). Each is structurally tuned for a different buyer (indie builder, designer, devtools team) and a different deployment story (one-off shareable app). Enterprise SSO, audit, and a 3,000-tool connector matrix are not a feature to ship next quarter — they're the product that wins this category. Vybe is being built compliance-first from day zero, not retrofitted.

Risk

One-shot prompt-to-app quality fails on the long tail. Generated apps look great in a demo and break in production.

Mitigation

Vybe scaffolds NextJS (React + NodeJS) on top of pre-built integration and auth primitives — the prompt fills the gap between known-good primitives, not the whole stack. Evals, manual review gating, and reusable component scaffolds raise the floor. The category has been shipped at quality by Lovable, v0, and Bolt against a wider problem; the narrower internal-app surface is easier to constrain.

Risk

Cost structure. Heavy LLM dependence pressures gross margin if token costs don't fall and the platform doesn't develop pricing leverage.

Mitigation

Prompt compression and embedding caching reduce per-app inference cost. Pricing is structured around outcomes (builder + end-user seats + agent actions) so margin scales with adoption, not raw tokens. Vybe's pre-seed angel network (CEO Datadog, Head of Product OpenAI, CTO Coinbase, CTO Plaid, CEO Front) gives early ICP access where seat economics are already validated — not a price-sensitive segment.

What we're watching

  • Conversion of the three design-partner pilots into paid logos and reference customers — the LOI under signature converts when?
  • Time-to-first-app metric across non-engineering buyers — under one hour is the unlock; over a day is the death.
  • SOC 2 Type II and HIPAA timelines — the gating factor for the enterprise pipeline behind the pilots.
  • Retool's response. A real AI authoring layer from an incumbent would be the first structural threat to the wedge.

References

  1. [1]Fortune Business Insights — Low-Code Development Platform Market ($37.4B in 2025 → $264.4B in 2032, ~32% CAGR)
  2. [2]EY — Low-code / no-code platforms and a culture of innovation (Gartner: 70% of new apps low-code by 2025)
  3. [3]GetLatka — Retool hit $138.6M ARR and ~100 enterprise customers in 2024
  4. [4]AIM Research — Anysphere's Cursor: fastest to reach $100M ARR in 12 months
  5. [5]Hacker News — The end of Airplane.dev (acquired and sunset by Airtable, Jan 2024)
  6. [6]Lovable — $15M Series A and $17M ARR in three months
  7. [7]Sacra — Bolt.new at $40M ARR
  8. [8]Vercel — Raises $250M Series E at $3.25B (parent of v0)
  9. [9]TechCrunch — Why OpenAI wanted to buy Cursor but opted for Windsurf ($3B deal)
  10. [10]Sacra — Replit hits $70M ARR growing 100% YoY
  11. [11]Coda — Coda acquires Plato (mentorship platform Quang Hoang co-founded as YC W16)
  12. [12]Y Combinator — Vybe launch ("Lovable for internal apps") and Vybe homepage testimonials
  13. [13]Y Combinator — Vybe company profile (P25)
  14. [14]Retool — Pricing (seat-based benchmark for AI-native internal apps)