Tolan - Market Research Report

Embodied AI Companion App for Healthy Relationships
Report Date: September 2025
Market Position
Premium Growth Opportunity

Executive Summary

Key Findings

  • 3M+ downloads and 100K+ paid users since Feb 2025 launch
  • $30M total funding (Series A led by Khosla Ventures)
  • Unique planet-based relationship visualization and embodied AI experience
  • Premium creative team (Lucas Zanotto, Eran Hilleli, Eliot Peper)
  • Ethical AI philosophy focused on user well-being
  • Founding team with $300M prior exit (Even)

Executive Summary

Market Opportunities

  • Rapid growth in $36.8B global AI companion market (2025), projected $521B by 2033
  • Expansion into international markets and new platforms (web, AR/VR, IoT)
  • Strategic partnerships with tech, distribution, and content leaders
  • Feature enhancement and innovation in healthy AI relationships
  • Therapeutic, wellness, and educational applications
  • Premium positioning for sustainable revenue growth

Company Overview

Tolan Logo
Founded:2025
Location:San Francisco, CA
Legal Entity:Portola
Website:https://www.tolans.com
Industry:AI Companion, Embodied AI
Stage:Series A
Team Size:12 (hiring)
Mission:Healthy, meaningful AI companionship
Service:AI Design

Key Value Propositions

  • Healthy AI companionship (measured impact on agency, self-confidence, and real-world relationships)
  • Unique planet-based relationship visualization (procedural world generation)
  • Premium creative quality (team includes Lucas Zanotto, Eran Hilleli, Eliot Peper)
  • Ethical AI philosophy (transparent, user well-being focus)
  • Strong founding team with proven $300M exit (Even)

Background

Portola, creator of Tolan, is pioneering the embodied AI companion market. Tolan is a whimsical, animated alien designed to help users feel grounded, inspired, and connected. The company’s mission is to leverage technology to support users in stepping confidently into the world, not just deeper into screens. With a creative team based in San Francisco and global collaborators, Portola combines advanced AI, creative design, and a strong ethical philosophy to deliver a unique user experience. Tolan’s approach is validated by 3M+ downloads, 100K+ paid users, and $30M in funding.

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