TL;DR: In March 2026, Clay split its pricing to charge separately for data and for workflows—cutting data costs 50-90% while adding a new "Actions" meter on every workflow step, shifting monetization from data enrichment to orchestration. Sacra estimates Clay hit $150M ARR in May 2026, up from $100M in November 2025, raising at $5B in a January tender offer for a 43.5x multiple on ~$115M in January ARR. For more, check out our updated report and dataset on Clay...