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The Internet Compass

Series C · Founded 2013

Notion

Connected workspace combining documents, databases, wikis and lightweight project management.

San Francisco900 employeesCEO Ivan Zhaonotion.so

Overview

Notion's flexibility is both its moat and its ceiling: teams adopt it enthusiastically and then hit governance limits at scale. Recent investment has gone into search, permissions and AI retrieval to address exactly that.

Key metrics

ARR
$580M

Estimated

Registered users
100M+
Paid seats
4.1M
Free-to-paid conversion
3.8%

Products

Timeline

  1. 2018

    Notion 2.0

    Database blocks turned a note app into a workspace platform.

  2. 2021

    $10B valuation

    Raised $275M as remote work drove workspace consolidation.

  3. 2023

    Notion AI

    Shipped an AI writing and retrieval layer as a paid add-on.

  4. 2026

    Enterprise search

    Cross-tool retrieval launched to defend against wiki consolidation.

Compensation at Notion

Reported median total compensation by role.

Competitors