BoxGroup

BoxGroup Services, LLC is a New York-based venture capital firm that specializes in early-stage investments, focusing primarily on pre-seed, seed, and early Series A rounds. Established in 2009, the firm invests in a diverse range of industries, including technology, healthcare, fintech, life sciences, e-commerce, and marketplaces, with a particular emphasis on disruptive innovations. BoxGroup typically allocates between $50,000 and $500,000 per investment and does not seek board seats or ownership stakes in the companies it funds. The firm aims to support visionary entrepreneurs who are at the forefront of developing new markets or redefining existing ones, and it actively invests in key hubs such as New York City, Silicon Valley, and Los Angeles. Founded by David Tisch and Adam Rothenberg, BoxGroup is recognized for its commitment to nurturing early-stage companies that have the potential to become category-defining businesses.

Brian Aledort

CFO

Zodi Chalat

Investor

Adina Davis

Principal

Claire Goldsmith

Investor

Disha Karale

Investor

Nimi Katragadda

Partner and Investor

Gregory Rosen

Investor and Partner

Greg Rosen

Partner

Adam Rothenberg

Partner

Claire Smilow

Executive Investor

Past deals in Accounting

Proper

Seed Round in 2022
Proper is a company based in Copenhagen, Denmark, that offers a comprehensive platform for property management, catering to both property owners and tenants. Established in 2017, Proper's intelligent software automates the operational tasks related to the rental of various properties, including residential and commercial leases, garages, and parking lots. In addition to property management, Proper provides tools and APIs designed to assist businesses in managing their payment data across multiple providers. This integration allows for streamlined reconciliation and payment operations, enabling companies to enhance their financial accuracy and improve the efficiency of their financial infrastructure.

Accrue Savings

Series A in 2022
Accrue Savings is an online savings platform designed to assist customers in planning and saving for future purchases. The platform offers merchant-embedded savings accounts that allow users to set aside money for specific items while earning cash rewards. This approach not only encourages responsible saving but also enhances the shopping experience by providing incentives directly linked to customer savings goals. By collaborating with various brands, Accrue Savings enables shoppers to receive cash rewards as they work towards their desired purchases, promoting a more strategic approach to managing everyday expenses.

Accrue Savings

Seed Round in 2021
Accrue Savings is an online savings platform designed to assist customers in planning and saving for future purchases. The platform offers merchant-embedded savings accounts that allow users to set aside money for specific items while earning cash rewards. This approach not only encourages responsible saving but also enhances the shopping experience by providing incentives directly linked to customer savings goals. By collaborating with various brands, Accrue Savings enables shoppers to receive cash rewards as they work towards their desired purchases, promoting a more strategic approach to managing everyday expenses.

Fragment

Pre Seed Round in 2021
Developer of a ledger database application programming interface platform designed to help any company that moves money eliminate the cost and hassle of tracking it. The company's platform allows the users to build compliant fintech applications without having to worry about infrastructure where they can embed financial features into their app, without requiring prior accounting, finance, or compliance expertise to build the ledger that runs it and integration with money moving stack and lots of work making everything idempotent, traceable and fault-tolerant, enabling users to create applications and move money without the cost, eliminate the hassle of tracking and accountingmore

Mayfair

Pre Seed Round in 2021
Paperclip is a seed-stage startup that's backed by Amity Ventures and BoxGroup to build modern finance and accounting software. Today’s finance teams are expected to be part-strategic finance, part-data analyst and part-systems architect, but the decades-old accounting solutions they're using can't support this approach any longer. We're changing this by building truly flexible accounting software that seamlessly integrates with the modern finance tech stack and provides ways to make accounting data more accessible and operationally useful.

Modularity

Venture Round in 2021
Modularity offers a finance automation platform that assists organizations in managing their financial operations more effectively. Designed for functions such as headcount planning, budgeting, reporting, procurement, and purchasing, the platform streamlines these processes, allowing finance professionals to collaborate with department leaders on strategic resourcing decisions. Users can set up custom approval workflows, add context to requests or budget items, and link expenditures to business outcomes. This automation reduces the time required for financial operations, enhancing the efficiency of financial planning and analysis as well as accounting functions within businesses.

Airbase

Series A in 2020
Airbase, Inc. develops software designed to streamline financial processes through automated pre-approval, payment, and accounting workflows. The company offers an all-in-one platform for spend management that integrates approval workflows, corporate cards, bill payments, and accounting automation, thereby enhancing financial control and visibility for organizations. Founded in 2017 and headquartered in Burlingame, California, Airbase aims to simplify the complexities of spend management, allowing companies to reduce the time spent on manual tracking of expenditures and focus more on strategic decision-making. The software includes features such as pre-approval management, vendor payment capabilities, and comprehensive reporting, making it a comprehensive solution for modern financial operations.

Airbase

Series A in 2019
Airbase, Inc. develops software designed to streamline financial processes through automated pre-approval, payment, and accounting workflows. The company offers an all-in-one platform for spend management that integrates approval workflows, corporate cards, bill payments, and accounting automation, thereby enhancing financial control and visibility for organizations. Founded in 2017 and headquartered in Burlingame, California, Airbase aims to simplify the complexities of spend management, allowing companies to reduce the time spent on manual tracking of expenditures and focus more on strategic decision-making. The software includes features such as pre-approval management, vendor payment capabilities, and comprehensive reporting, making it a comprehensive solution for modern financial operations.

AND CO

Seed Round in 2016
AND CO is a smartphone-based application designed to assist freelancers and small businesses in managing their financial and project-related tasks. The application enables users to create invoices, track payments, and manage billing schedules. It connects with users' business bank accounts to automatically track, reconcile, and categorize expenses. In addition to these features, AND CO serves as a personal chief operator, simplifying tax preparation and invoicing, and providing automated expense tracking along with daily advice on deductions. By offering solutions for time tracking, contract creation, and task management, AND CO enhances the efficiency and organization of both online and offline freelancers, addressing common challenges faced in their work.

AND CO

Angel Round in 2015
AND CO is a smartphone-based application designed to assist freelancers and small businesses in managing their financial and project-related tasks. The application enables users to create invoices, track payments, and manage billing schedules. It connects with users' business bank accounts to automatically track, reconcile, and categorize expenses. In addition to these features, AND CO serves as a personal chief operator, simplifying tax preparation and invoicing, and providing automated expense tracking along with daily advice on deductions. By offering solutions for time tracking, contract creation, and task management, AND CO enhances the efficiency and organization of both online and offline freelancers, addressing common challenges faced in their work.

TrueAccord

Seed Round in 2013
TrueAccord Corp. is a San Francisco-based company founded in 2013 that specializes in providing an automated platform for debt recovery. The company leverages machine learning and behavioral analytics to personalize communication with customers across various digital channels. This approach not only enhances recovery rates for businesses but also aims to maintain positive relationships with their customers. By optimizing outreach strategies, TrueAccord delivers a customer experience designed to foster long-term brand loyalty, thereby redefining the traditional dynamics between creditors and debtors.
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