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Lovable

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Lovable is an AI app builder that turns natural-language prompts into working web applications, aimed at the people who do not write code.

sentiment mix
bull 95%bear 5%neu 0%

funding rounds

private markets
latest round
Series B
Dec 2025 | $330M
post-money valuation
$6.6B post-money
+267% vs Series A
total raised
$545M+ disclosed
2 disclosed rounds | updated 2026-07-09
round progression
Series A
Jul 2025
$200M
Series B
Dec 2025
$330M
lead investors
  • CapitalGlead
  • Menlo Venturesco
dateroundamountvaluationinvestors
Dec 2025Series B$330M$6.6B post-moneyCapitalG, Menlo Ventures
Jul 2025Series A$200M$1.8B post-moneyAccel

signal summary

latest high-conviction thesis
Lovable CEO reveals $500M ARR, 2/3 Fortune 500 adoption, model-agnostic strategy▾

Lovable is achieving rapid enterprise adoption with $500M ARR by enabling business leaders to build and replace SaaS applications, using a model-agnostic approach with proprietary post-trained models on open weights.

anton osikaT1The Information2026-08-15
confidence 88 / 100impact High
key themes
  • AI Economics & Business Models71%
  • AI Infrastructure64%
  • AI Coding Agents50%
  • Open Source AI43%
  • Enterprise AI Adoption43%

bull thesis · 19

89 / 100
  • •Menlo invests in Lovable at $150M ARR: zero to $300M in a year, iconic founder, creator economy vision
  • •Lovable CEO reveals $500M ARR, Fortune 500 adoption, and proprietary model post-training
  • •Harry Stebbings: Portfolio company Lovable hit $13.5B valuation at $600-700M ARR — unprecedented growth trajectory

bear thesis · 1

22 / 100
  • •Lovable exposes user prompts and secrets via API misconfiguration; public projects leaked Stripe tokens, CRM data

company research · 2 videos

mentions · 20

20VCShould American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive1 mentions · 1▲ 0▼ 0○ · 27 days ago
0:0016:0032:0048:001:05:00
20VCSpaceX Buys Cursor for $60B | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?2 mentions · 2▲ 0▼ 0○ · last month
0:0018:0037:0056:001:15:00
The InformationAnthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B Valuation4 mentions · 4▲ 0▼ 0○ · last month
0:006:0012:0018:0025:00
20VCLeading Anthropic's Seed Round | Do Margins Matter in AI & Why Series A is Hard | Matt Murphy2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
All-In PodcastMark Cuban on the AI Bubble: Who Actually Gets Wiped Out?1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
All-In PodcastFormer Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
All-In PodcastMore Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0015:0030:0045:001:00:00
Sourcery VCAccel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0010:0020:0030:0040:00
20VCSpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR2 mentions · 2▲ 0▼ 0○ · 4 months ago
0:0012:0025:0037:0050:00
Scaling EuropeLovable is turning non-technical people into builders: Nad Chishtie, Lovable1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
20VCNebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0015:0030:0045:001:00:00
Scaling EuropeThe Build Showcase1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:003:007:0011:0015:00
itnigTim Cook se jubila, Anthropic se carga startups y Space X compra Cursor | Tertulia itnig1 mentions · 0▲ 1▼ 0○ · 5 months ago
0:0018:0037:0056:001:15:00
Limitless PodcastThe Dark Side of Claude Code. Is it Too Dangerous?1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:003:007:0011:0015:00