BoxGroup

BoxGroup Services, LLC is a venture capital firm based in New York City, founded in 2009. It specializes in early-stage investments, primarily focusing on pre-seed, seed, and early Series A rounds. The firm targets a variety of sectors, including disruptive technology, healthcare, biotech, food, software as a service, e-commerce, and fintech. BoxGroup typically invests between $50,000 and $500,000 in each company, emphasizing a conviction in the founding team and their vision to create category-defining businesses. Although it primarily invests in New York City, Silicon Valley, and Los Angeles, the firm is open to opportunities globally. Notably, BoxGroup does not take board seats or ownership stakes in the companies it supports.

Brian Aledort

CFO

Zodi Chalat

Investor

Adina Davis

Investor

Claire Goldsmith

Investor

Disha Karale

Investor

Nimi Katragadda

Partner

Greg Rosen

Partner

Claire Smilow

Principal

Past deals in CRM

Clay

Series B in 2025
Clay is a company that offers innovative tools designed to assist growth teams in identifying and connecting with their ideal customers. By integrating first-party, intent, and third-party data from over 100 sources, Clay's platform facilitates comprehensive customer research. This streamlined approach allows teams to enhance their workflows and effectively target their outreach efforts, ultimately driving business growth.

Clay

Series B in 2024
Clay is a company that offers innovative tools designed to assist growth teams in identifying and connecting with their ideal customers. By integrating first-party, intent, and third-party data from over 100 sources, Clay's platform facilitates comprehensive customer research. This streamlined approach allows teams to enhance their workflows and effectively target their outreach efforts, ultimately driving business growth.

Boulevard

Series C in 2022
Boulevard Labs, Inc. specializes in developing a comprehensive management software platform tailored for salons, spas, and other appointment-based businesses. Founded in 2016 and headquartered in West Hollywood, California, Boulevard offers a cloud-based dashboard that provides real-time updates and various applications for staff and receptionists. The platform enhances operational efficiency by enabling staff to manage schedules, communicate with clients, book appointments, and process payments. Additionally, it features tools for client self-scheduling, customer relationship management, marketing, and custom reporting, addressing the unique needs of the beauty and wellness industry. By integrating these functionalities, Boulevard aims to streamline operations, boost sales, and enhance customer experiences in an industry often lacking advanced technological solutions.

Dooly

Series B in 2021
Dooly Research Ltd. is a Canadian company based in Vancouver that specializes in artificial intelligence-driven software designed to enhance the efficiency of sales teams. Founded in 2015, Dooly's platform automates the customer relationship management process by collecting and sharing essential customer information from meetings and conversations. This software facilitates the organization and updating of workflow systems in real-time, allowing users to manage notes, tasks, and learnings more effectively. By bridging the gap between note-taking and information sharing, Dooly enables sales teams to minimize administrative burdens and concentrate on core business activities, ultimately optimizing their performance and productivity.

Dooly

Seed Round in 2021
Dooly Research Ltd. is a Canadian company based in Vancouver that specializes in artificial intelligence-driven software designed to enhance the efficiency of sales teams. Founded in 2015, Dooly's platform automates the customer relationship management process by collecting and sharing essential customer information from meetings and conversations. This software facilitates the organization and updating of workflow systems in real-time, allowing users to manage notes, tasks, and learnings more effectively. By bridging the gap between note-taking and information sharing, Dooly enables sales teams to minimize administrative burdens and concentrate on core business activities, ultimately optimizing their performance and productivity.

Dooly

Series A in 2021
Dooly Research Ltd. is a Canadian company based in Vancouver that specializes in artificial intelligence-driven software designed to enhance the efficiency of sales teams. Founded in 2015, Dooly's platform automates the customer relationship management process by collecting and sharing essential customer information from meetings and conversations. This software facilitates the organization and updating of workflow systems in real-time, allowing users to manage notes, tasks, and learnings more effectively. By bridging the gap between note-taking and information sharing, Dooly enables sales teams to minimize administrative burdens and concentrate on core business activities, ultimately optimizing their performance and productivity.

Alloy Automation

Seed Round in 2021
Alloy Automation is a no-code automation platform that enables businesses to build and manage integrations across various software applications, including ERP, Commerce, and CRM systems. Founded in 2019, the platform allows companies to streamline their processes by automating workflows in sales, marketing, customer support, and messaging applications without the need for coding. This functionality helps organizations save time and resources that would otherwise be spent on manual tasks while enhancing overall efficiency. Alloy's services are utilized by notable clients such as Amazon and Gorgias, and the company has secured $27 million in funding from prominent investors including a16z, Bain Capital Ventures, and Y Combinator.

Boulevard

Series B in 2020
Boulevard Labs, Inc. specializes in developing a comprehensive management software platform tailored for salons, spas, and other appointment-based businesses. Founded in 2016 and headquartered in West Hollywood, California, Boulevard offers a cloud-based dashboard that provides real-time updates and various applications for staff and receptionists. The platform enhances operational efficiency by enabling staff to manage schedules, communicate with clients, book appointments, and process payments. Additionally, it features tools for client self-scheduling, customer relationship management, marketing, and custom reporting, addressing the unique needs of the beauty and wellness industry. By integrating these functionalities, Boulevard aims to streamline operations, boost sales, and enhance customer experiences in an industry often lacking advanced technological solutions.

Haystack

Seed Round in 2020
Haystack is an employee experience platform that integrates communication, knowledge, and personnel management into a single interface. The platform enables organizations to improve alignment, enhance employee engagement, and streamline the onboarding process for new hires. By providing a centralized location for information about individuals and teams, Haystack facilitates efficient searches and secure connections to popular workplace applications. This integration allows organizations to consolidate data from various enterprise systems, creating unified profiles for employees, teams, and projects, ultimately fostering a more cohesive work environment.

Heron Data

Seed Round in 2020
Heron Data specializes in financial software that streamlines the evaluation of business financial health. The company's platform automates the intake and extraction of various documents, including bank statements and portable document formats, while also incorporating open banking data. This functionality allows for the calculation of risk metrics, facilitating improved and expedited underwriting decisions for lenders. By syncing structured data directly to customer relationship management systems or other records, Heron Data enhances the efficiency of financial assessments and supports informed decision-making in the lending process.

Boulevard

Series A in 2019
Boulevard Labs, Inc. specializes in developing a comprehensive management software platform tailored for salons, spas, and other appointment-based businesses. Founded in 2016 and headquartered in West Hollywood, California, Boulevard offers a cloud-based dashboard that provides real-time updates and various applications for staff and receptionists. The platform enhances operational efficiency by enabling staff to manage schedules, communicate with clients, book appointments, and process payments. Additionally, it features tools for client self-scheduling, customer relationship management, marketing, and custom reporting, addressing the unique needs of the beauty and wellness industry. By integrating these functionalities, Boulevard aims to streamline operations, boost sales, and enhance customer experiences in an industry often lacking advanced technological solutions.

Haystack

Pre Seed Round in 2019
Haystack is an employee experience platform that integrates communication, knowledge, and personnel management into a single interface. The platform enables organizations to improve alignment, enhance employee engagement, and streamline the onboarding process for new hires. By providing a centralized location for information about individuals and teams, Haystack facilitates efficient searches and secure connections to popular workplace applications. This integration allows organizations to consolidate data from various enterprise systems, creating unified profiles for employees, teams, and projects, ultimately fostering a more cohesive work environment.

Agave

Venture Round in 2019
Agave is a free hiring platform that streamlines the recruitment process for businesses by providing job postings, hosted career pages, and customer relationship management tools. The platform is designed to simplify and enhance the hiring experience, addressing common challenges associated with traditional hiring software, which can often be slow and costly. By offering full API read and write access, Agave enables companies to efficiently source and manage talent, ultimately aiming to make the hiring process faster, more effective, and more affordable.

Clay

Series A in 2019
Clay is a company that offers innovative tools designed to assist growth teams in identifying and connecting with their ideal customers. By integrating first-party, intent, and third-party data from over 100 sources, Clay's platform facilitates comprehensive customer research. This streamlined approach allows teams to enhance their workflows and effectively target their outreach efforts, ultimately driving business growth.

Kustomer

Series B in 2018
Kustomer, Inc. is a customer service software company that specializes in developing a customer relationship management (CRM) platform designed to enhance enterprise customer service experiences. Founded in 2015 and headquartered in New York, with an additional office in Durham, North Carolina, Kustomer's platform consolidates data from various sources, allowing businesses to manage inquiries and customer relationships effectively. It provides a comprehensive view of customer interactions, including buying history and previous help desk conversations, enabling agents to address customer queries and issues efficiently. Kustomer serves a range of notable brands, helping them deliver exceptional service and support through a unified timeline view, thereby streamlining communication and improving customer satisfaction.

Clay

Seed Round in 2017
Clay is a company that offers innovative tools designed to assist growth teams in identifying and connecting with their ideal customers. By integrating first-party, intent, and third-party data from over 100 sources, Clay's platform facilitates comprehensive customer research. This streamlined approach allows teams to enhance their workflows and effectively target their outreach efforts, ultimately driving business growth.

Kustomer

Series A in 2016
Kustomer, Inc. is a customer service software company that specializes in developing a customer relationship management (CRM) platform designed to enhance enterprise customer service experiences. Founded in 2015 and headquartered in New York, with an additional office in Durham, North Carolina, Kustomer's platform consolidates data from various sources, allowing businesses to manage inquiries and customer relationships effectively. It provides a comprehensive view of customer interactions, including buying history and previous help desk conversations, enabling agents to address customer queries and issues efficiently. Kustomer serves a range of notable brands, helping them deliver exceptional service and support through a unified timeline view, thereby streamlining communication and improving customer satisfaction.

Kustomer

Seed Round in 2015
Kustomer, Inc. is a customer service software company that specializes in developing a customer relationship management (CRM) platform designed to enhance enterprise customer service experiences. Founded in 2015 and headquartered in New York, with an additional office in Durham, North Carolina, Kustomer's platform consolidates data from various sources, allowing businesses to manage inquiries and customer relationships effectively. It provides a comprehensive view of customer interactions, including buying history and previous help desk conversations, enabling agents to address customer queries and issues efficiently. Kustomer serves a range of notable brands, helping them deliver exceptional service and support through a unified timeline view, thereby streamlining communication and improving customer satisfaction.

Sevenrooms

Seed Round in 2015
Sevenrooms Inc. is a data-driven operations, marketing, and guest engagement platform tailored for the global hospitality industry. Founded in 2011 and based in New York, the company offers an all-in-one CRM-driven solution that encompasses reservation, waitlist and table management, online ordering, contactless payment options, and reputation management. This comprehensive platform empowers hospitality operators, including restaurants, hotels, nightlife venues, and entertainment organizations, to leverage data for building direct relationships with guests, enhancing their experiences, and driving repeat visits and orders. With a client base exceeding 12,000, Sevenrooms collaborates with notable names such as Marriott International, MGM Resorts, and Wolfgang Puck, helping them increase sales and customer loyalty through advanced marketing automation and guest management features.

Clay

Pre Seed Round in 2015
Clay is a company that offers innovative tools designed to assist growth teams in identifying and connecting with their ideal customers. By integrating first-party, intent, and third-party data from over 100 sources, Clay's platform facilitates comprehensive customer research. This streamlined approach allows teams to enhance their workflows and effectively target their outreach efforts, ultimately driving business growth.

Voyat

Seed Round in 2014
Voyat Inc. operates a guest retention platform that facilitates direct connections between hotels and their guests, enhancing loyalty and personalizing the customer experience. Founded in 2012 and headquartered in New York City, Voyat provides technology that allows hotels to offer tailored promotions, rewards, and communication through a lightweight platform. By creating a digital link via WiFi, the platform enables hotels to recognize guests as valued customers and strengthen their direct booking channels. This approach helps hotel brands differentiate themselves in a competitive market and increases customer lifetime value. Voyat's technology is utilized by notable hotel brands and independent establishments across North America, Europe, the Middle East, and Asia. The company also has offices in Barcelona and Copenhagen, and it operates as a subsidiary of Intent Media, Inc.

VTS

Seed Round in 2013
VTS is a New York-based real estate CRM software company that specializes in leasing and asset management for commercial real estate professionals. Founded in 2012, VTS provides a centralized platform that enables landlords and brokers to track leases, assets, and tenants efficiently. The platform is designed to streamline workflows and enhance decision-making by offering critical insights through custom alerts and reporting capabilities. By empowering users with an intuitive toolset, VTS aims to optimize performance and revenue, facilitating better attraction, conversion, and retention of valuable assets and tenants. The firm supports a substantial user base managing over 7 billion square feet of real estate and counts several prominent commercial real estate leaders among its clients.

Nomi

Seed Round in 2013
Nomi is an omni-channel marketing platform designed to enhance customer engagement for retailers. By analyzing and optimizing the return on investment from offline marketing and store operations, Nomi quantifies the effectiveness of marketing campaigns in driving foot traffic and assesses customer lifetime value. The platform helps retailers evaluate how well stores convert visitors into buyers, identify underperforming staff, and measure the impact of training and management investments on customer behavior. Nomi offers a comprehensive view of the customer conversion funnel, enabling retailers to predict store performance and diagnose operational issues proactively. Founded in September 2012 by Marc Ferrentino, Corey Capasso, Wesley Barrow, Peter Quintas, and Robert Balousek, the company is headquartered in New York, United States.

Streak

Convertible Note in 2012
Streak is a customer relationship management application that operates entirely within Gmail, seamlessly integrating with other G Suite applications. It is designed to simplify various business processes, including sales, partnerships, support, hiring, and deal flow. By managing workflows directly from the inbox, Streak allows users to share contacts, emails, and files efficiently. The platform also offers a suite of email tools, such as email tracking, the ability to schedule emails for later, snoozing messages, and mail merge functionalities. This combination of features enables clients to enhance productivity, close more deals, and resolve support tickets effectively.

Lever

Convertible Note in 2012
Lever, Inc. is a talent acquisition platform that offers a comprehensive web application designed to streamline the hiring process for organizations. Based in San Francisco, the company provides a suite of tools that facilitate job postings, employee referrals, communication, decision-making, sourcing, interviews, and reporting. Its flagship product, LeverTRM, combines applicant tracking system (ATS) and customer relationship management (CRM) functionalities, allowing talent teams to effectively manage their hiring goals and foster connections with potential candidates. The platform's features, such as Lever Hire and Lever Nurture, help organizations build a robust talent pipeline and maintain meaningful relationships with candidates. Additionally, Lever Analytics provides customized reports and data visualization to support informed decision-making for hiring managers and executives. With a commitment to inclusivity, Lever aims to reduce hiring bias and has successfully supported the recruitment efforts of over 3,800 global companies.

Thanx

Seed Round in 2012
Thanx, Inc. is a customer relationship management and digital engagement platform designed to assist offline businesses, particularly brick-and-mortar retailers and restaurants, in enhancing customer interactions. Founded in 2011 and based in San Francisco, California, Thanx offers a suite of tools that enable businesses to leverage data-driven insights for customer loyalty, personalized marketing campaigns, and real-time feedback. The platform facilitates automated rewards for consumers using their credit or debit cards at participating merchants, thereby aiding in retention marketing. With proprietary integrations with credit card networks, Thanx provides businesses with accurate purchase data, essential for optimizing customer engagement and driving revenue growth.
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