MarketplaceMedium Effortglobal

IntentShelf — Catalog Intelligence, Offer Routing & Measurement for AI-Assisted Shopping

Commerce teams increasingly have to answer a new question:

Score79/100
May 8, 2026
TAM
€1.08B — ~60K brands and retailers globally × ~€1.5K/month equivalent spend on AI-discovery catalog operations and measurement.
SAM
€259.2M — ~12K AI-forward commerce teams already investing in search/social/creator performance × ~€1.8K/month equivalent spend.
SOM
€1.76M — 35 customers at ~€4.2K/month blended subscription and services revenue in years 1-2.
AIStripeMarketplaceHealth

The Problem

Commerce teams increasingly have to answer a new question:

Can our catalog be understood, recommended, compared, and converted inside AI-native shopping flows?

That is a very different problem from traditional feed management.

Today’s pain shows up in several ways:

  • product catalogs have enough fields for listings, but not enough structured detail for AI-assisted recommendation and comparison;
  • merchants do not know which product claims, attributes, and bundles are actually surfacing inside AI-assisted journeys;
  • creators and affiliates can drive demand, but product tagging, SKU matching, availability, and measurement remain fragmented;
  • offers are still managed like campaign artifacts, not like context-aware decision objects triggered by high-intent shoppers;
  • teams have weak visibility into how AI surfaces reshape the path from discovery to purchase.

The opportunity is not to build another storefront.

It is to build the merchandising and measurement control layer for AI-assisted shopping surfaces.

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