New Enterprise Associates

New Enterprise Associates is a venture capital firm founded in 1977 and based in Menlo Park, California, with offices in the United States, India and China. It makes investments across technology and healthcare startups at multiple stages, from seed to growth, including software, cloud, data, internet services, fintech, AI, e-commerce, and enterprise technology, as well as healthcare information technology, life sciences, medical devices, and biopharma. It also considers energy technology and infrastructure opportunities, such as solar, batteries and smart grids. The firm pursues a global approach, with activity in the United States, Asia and other regions, and supports companies through rounds of financing ranging from small to sizable investments as they scale. NEA focuses on building portfolios in software, IT services, consumer technology, and healthcare technology, backing ambitious entrepreneurs across sectors and geographies.

Michael Albert

Associate

Kate Barrett

Partner, Communications

Forest Baskett

General Partner

Ann Bordetsky

Partner

James Buxton MD

Principal

Past deals in CRM

Orby AI

Series A in 2024
Orby AI is an artificial intelligence platform focused on automating mundane and repetitive tasks for business users. The company’s technology monitors user activities to identify recurring work steps and subsequently generates code to automate these processes. This capability enhances efficiency in various operational areas, including finance, accounting, customer support ticket resolution, and lead management. By streamlining these tasks, Orby AI enables organizations to optimize their business processes and improve overall productivity.

Propense.ai

Seed Round in 2024
Propense.ai is a SaaS platform that utilizes AI technology to help businesses identify new revenue streams. By employing a predictive sales intelligence model, it analyzes historical and market data to uncover hidden revenue opportunities. The platform offers real-time access to cross-selling scores, precise forecasting metrics, and predictive growth intelligence, which empowers firms to understand what products or services to sell to their clients next. By surfacing high-potential market opportunities and addressing revenue leakage, Propense.ai enables business leadership and professionals to enhance client service, gain strategic insights, and ultimately increase overall revenue.

Djust

Series A in 2023
Djust provides a cloud‑based B2B platform that accelerates the launch of e‑commerce and e‑procurement solutions. The integrated product combines digital showrooms, an online marketplace, and customer relationship management tools, enabling businesses to build, upgrade, and expand their online operations efficiently.

Orby AI

Seed Round in 2023
Orby AI is an artificial intelligence platform focused on automating mundane and repetitive tasks for business users. The company’s technology monitors user activities to identify recurring work steps and subsequently generates code to automate these processes. This capability enhances efficiency in various operational areas, including finance, accounting, customer support ticket resolution, and lead management. By streamlining these tasks, Orby AI enables organizations to optimize their business processes and improve overall productivity.

Gladly

Venture Round in 2022
Gladly, established in 2014 and headquartered in San Francisco, specializes in cloud-based software for contact centers serving B2C brands. Its platform enables seamless, omnichannel customer communication across voice, email, messaging, chat, and social media, empowering agents and fostering customer loyalty through positive experiences.

Change

Seed Round in 2022
Change is a technology platform that facilitates corporate giving by simplifying the process for businesses to donate to nonprofits. Brands can integrate Change into their checkout systems with minimal effort, as the platform handles the complexities of connecting, vetting, and integrating with charitable organizations. Change provides real-time analytics on donations, allowing brands to track their impact and engage customers through shareable content. The company's services enable businesses to streamline their philanthropic efforts while appealing to socially conscious consumers.

UNION

Series B in 2021
UNION POS specializes in developing UNION TAB, a customizable iPad-based point of sale software tailored for bars and restaurants. Established in 2009 and headquartered in Austin, Texas, UNION POS focuses on meeting the unique needs of high-volume, high-touch venues. Their system offers a fast and intuitive interface that simplifies reporting and operational processes, allowing users to dedicate more time to customer engagement. The software includes features such as inventory management and loyalty programs, all supported by 24/7 live assistance and competitive processing fees. UNION POS aims to create a seamless experience that enhances operational efficiency while enabling businesses to concentrate on delivering exceptional service.

Prelay

Series A in 2021
Prelay streamlines sales processes by coordinating deal-related communication among revenue teams and internal stakeholders through its integrated platform. This enhances efficiency, reduces deal slippage, and provides leaders with insights into resource utilization.

Node

Venture Round in 2019
Node, recently acquired by SugarCRM, fuels Sugar's time-aware CX platform to help businesses by automatically forecasting expected outcomes and highlighting previously unforeseen challenges and opportunities. Extending Sugar’s time-aware CX platform, Node’s AI technology adds the most coveted element of time—the future. The combined solution offers wide-ranging capabilities for sales, marketing, and service teams. Node enables users of business applications to see into the future. Powered by Artificial Intuition™ technology, Node is the first turnkey AI-as-a-service platform focused on powering predictable business outcomes, which enterprises can use to quickly and seamlessly build advanced AI into both customer-facing and internal applications without investing years and millions of dollars on risky AI experiments. Applications powered by Node can deliver predictions that enable users to make smarter connections and decisions about how to engage with customers, employees, investors, and partners. Node was founded by Google's youngest employee, Falon Fatemi, and it's renowned technology team includes the Godfather of Search, Louis Monier who created Alta Vista, and Michael Radovancevich former CTO of Taleo and OpenX. Node is backed by Mark Cuban, NEA, Avalon Ventures, and JetBlue Technology Ventures.

Drop

Series B in 2019
Drop is a consumer rewards platform that uses machine learning to match shoppers with over 400 partner brands, enabling them to earn points, discounts, and cashback on purchases. The service encourages repeat shopping by offering instant rewards and personalized offers. Headquartered in Toronto, Drop serves more than 4 million members across North America and the UK, aiming to improve everyday consumer experiences through its personalized commerce platform.

Gladly

Series D in 2019
Gladly, established in 2014 and headquartered in San Francisco, specializes in cloud-based software for contact centers serving B2C brands. Its platform enables seamless, omnichannel customer communication across voice, email, messaging, chat, and social media, empowering agents and fostering customer loyalty through positive experiences.

Canopy

Series B in 2018
Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Canopy

Venture Round in 2018
Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Drop

Series A in 2018
Drop is a consumer rewards platform that uses machine learning to match shoppers with over 400 partner brands, enabling them to earn points, discounts, and cashback on purchases. The service encourages repeat shopping by offering instant rewards and personalized offers. Headquartered in Toronto, Drop serves more than 4 million members across North America and the UK, aiming to improve everyday consumer experiences through its personalized commerce platform.

Node

Series A in 2017
Node, recently acquired by SugarCRM, fuels Sugar's time-aware CX platform to help businesses by automatically forecasting expected outcomes and highlighting previously unforeseen challenges and opportunities. Extending Sugar’s time-aware CX platform, Node’s AI technology adds the most coveted element of time—the future. The combined solution offers wide-ranging capabilities for sales, marketing, and service teams. Node enables users of business applications to see into the future. Powered by Artificial Intuition™ technology, Node is the first turnkey AI-as-a-service platform focused on powering predictable business outcomes, which enterprises can use to quickly and seamlessly build advanced AI into both customer-facing and internal applications without investing years and millions of dollars on risky AI experiments. Applications powered by Node can deliver predictions that enable users to make smarter connections and decisions about how to engage with customers, employees, investors, and partners. Node was founded by Google's youngest employee, Falon Fatemi, and it's renowned technology team includes the Godfather of Search, Louis Monier who created Alta Vista, and Michael Radovancevich former CTO of Taleo and OpenX. Node is backed by Mark Cuban, NEA, Avalon Ventures, and JetBlue Technology Ventures.

Aera Technology

Series B in 2017
Aera Technology is a decision intelligence company that provides a cloud platform, Aera Decision Cloud, to integrate with existing systems and data sources and enable real-time decision making at scale across enterprise operations. The platform supports cognitive automation, data modeling, artificial intelligence, and machine learning, and lets organizations automate processes and build digital skills that connect disparate data sources. It is used for functions such as demand planning in supply chains by harmonizing data from ERP, CRM, sales, marketing, trends, and social feeds. The company serves pharma, manufacturing, retail, wholesale, and consumer packaged goods. Founded in 1999 and headquartered in Mountain View, California, Aera Technology operates globally.

Gladly

Series C in 2017
Gladly, established in 2014 and headquartered in San Francisco, specializes in cloud-based software for contact centers serving B2C brands. Its platform enables seamless, omnichannel customer communication across voice, email, messaging, chat, and social media, empowering agents and fostering customer loyalty through positive experiences.

Placester

Series D in 2017
Placester is a comprehensive business platform designed for real estate professionals, offering a suite of tools including lead capturing websites, lead management, email marketing, marketing automation, analytics, and educational resources with 24/7 support. Founded in 2011 by Matthew Barba and Frederick Townes, the platform facilitates online and mobile business growth through seamless MLS integration, natural language search, and visually appealing designs. Placester provides a variety of apps and add-ons for high-impact email marketing, digital advertising campaigns, lead management, and task streamlining. The company serves a significant portion of real estate professionals in the U.S. and is a technology partner to leading real estate brands across North America, including being the sole website provider for the REALTOR Benefits® Program of the National Association of REALTORS®.

Canopy

Series B in 2017
Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Folloze

Series A in 2016
Folloze builds the B2B Buyer Experience Platform that enables frontline marketing teams to deliver engaging, personalized experiences across the buyer journey. The platform supports online content curation, account-specific content campaigns, and content automation to create personalized journeys for every buying group. It offers actionable account analytics and visibility into content performance, routing insights to sales for follow-up. Users can create and share content boards with tailored designs and calls to action, synchronize data with Google Analytics and other tools, and integrate with Salesforce and Microsoft Office to fit existing sales processes. The platform also supports drip campaigns, real-time alerts based on visitor actions, and the ability for sales to engage via calls, email, or chat. Folloze serves enterprise customers and has offices in multiple locations; it has delivered significant pipeline, and helps brands optimize their ABM programs.

Docent Health

Series A in 2016
Docent Health is a company based in Cambridge, Massachusetts, that specializes in developing software and mobile applications aimed at enhancing patient care and engagement for health systems. Its enterprise consumer engagement platform integrates digital and human interactions to provide personalized support for patients, guiding them according to their specific needs and preferences. By utilizing intelligent, real-time text messaging, Docent Health focuses on fostering lasting patient relationships and improving customer experiences. The company's approach combines insights from various industries, including retail and hospitality, to deliver customer-centric care that enhances patient satisfaction, increases customer lifetime value, and helps health systems grow their market share.

Gladly

Series B in 2016
Gladly, established in 2014 and headquartered in San Francisco, specializes in cloud-based software for contact centers serving B2C brands. Its platform enables seamless, omnichannel customer communication across voice, email, messaging, chat, and social media, empowering agents and fostering customer loyalty through positive experiences.

Node

Seed Round in 2016
Node, recently acquired by SugarCRM, fuels Sugar's time-aware CX platform to help businesses by automatically forecasting expected outcomes and highlighting previously unforeseen challenges and opportunities. Extending Sugar’s time-aware CX platform, Node’s AI technology adds the most coveted element of time—the future. The combined solution offers wide-ranging capabilities for sales, marketing, and service teams. Node enables users of business applications to see into the future. Powered by Artificial Intuition™ technology, Node is the first turnkey AI-as-a-service platform focused on powering predictable business outcomes, which enterprises can use to quickly and seamlessly build advanced AI into both customer-facing and internal applications without investing years and millions of dollars on risky AI experiments. Applications powered by Node can deliver predictions that enable users to make smarter connections and decisions about how to engage with customers, employees, investors, and partners. Node was founded by Google's youngest employee, Falon Fatemi, and it's renowned technology team includes the Godfather of Search, Louis Monier who created Alta Vista, and Michael Radovancevich former CTO of Taleo and OpenX. Node is backed by Mark Cuban, NEA, Avalon Ventures, and JetBlue Technology Ventures.

Aera Technology

Funding Round in 2016
Aera Technology is a decision intelligence company that provides a cloud platform, Aera Decision Cloud, to integrate with existing systems and data sources and enable real-time decision making at scale across enterprise operations. The platform supports cognitive automation, data modeling, artificial intelligence, and machine learning, and lets organizations automate processes and build digital skills that connect disparate data sources. It is used for functions such as demand planning in supply chains by harmonizing data from ERP, CRM, sales, marketing, trends, and social feeds. The company serves pharma, manufacturing, retail, wholesale, and consumer packaged goods. Founded in 1999 and headquartered in Mountain View, California, Aera Technology operates globally.

Docent Health

Seed Round in 2016
Docent Health is a company based in Cambridge, Massachusetts, that specializes in developing software and mobile applications aimed at enhancing patient care and engagement for health systems. Its enterprise consumer engagement platform integrates digital and human interactions to provide personalized support for patients, guiding them according to their specific needs and preferences. By utilizing intelligent, real-time text messaging, Docent Health focuses on fostering lasting patient relationships and improving customer experiences. The company's approach combines insights from various industries, including retail and hospitality, to deliver customer-centric care that enhances patient satisfaction, increases customer lifetime value, and helps health systems grow their market share.

Placester

Series C in 2015
Placester is a comprehensive business platform designed for real estate professionals, offering a suite of tools including lead capturing websites, lead management, email marketing, marketing automation, analytics, and educational resources with 24/7 support. Founded in 2011 by Matthew Barba and Frederick Townes, the platform facilitates online and mobile business growth through seamless MLS integration, natural language search, and visually appealing designs. Placester provides a variety of apps and add-ons for high-impact email marketing, digital advertising campaigns, lead management, and task streamlining. The company serves a significant portion of real estate professionals in the U.S. and is a technology partner to leading real estate brands across North America, including being the sole website provider for the REALTOR Benefits® Program of the National Association of REALTORS®.

Canopy

Series A in 2015
Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Lattice Engines

Series D in 2015
Lattice Engines, Inc. is a software company that specializes in predictive applications for marketing and sales organizations. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of solutions designed to enhance marketing and sales performance through data-driven insights. Its flagship product, Lattice Atlas, utilizes artificial intelligence to integrate multiple data sources and build targeted audiences. Additional offerings include Lattice for Salesforce, which provides sales analytics; Lattice for Marketo, delivering predictive insights for marketing programs; and tools for predictive lead scoring, customer retention, and hyper-personalized marketing campaigns. Lattice Engines combines internal and external data with proprietary analytics to optimize sales targeting and improve the efficiency of marketing teams. The company also provides professional curriculum services and has a strategic partnership with Engagio Inc. In 2019, Lattice Engines became a subsidiary of The Dun & Bradstreet Corporation, further expanding its capabilities in the field.

TabbedOut

Series C in 2015
TabbedOut puts you in control of your tab at bars and restaurants. Say goodbye to end-of-night bar lines, and flagging down your server when you’re ready to settle the bill. Never leave your card at the bar again! TabbedOut is easier and more secure than handing over your credit card to a stranger. Open a tab, view the running total, and pay for it instantly (and securely) all from your phone. You can even split your tab among friends, post to Facebook or Twitter to let your friends know where you’re dining, send a positive or negative review of your experience, and get offers sent from your favorite venue straight to your phone. TabbedOut takes the hassle out of dining out for good. We are adding new locations every day, so check in often on the locations screen. Don’t see your favorite bar or restaurant on the list? Let us know! Tweet at or Facebook us at @tabbedout. For merchants: TabbedOut is the premier marketing and analytics platform built exclusively for the hospitality industry and powered by mobile payments. We allow our merchants real time insight into their customers through our proprietary software system that tracks spending habits, product preferences, customer feedback and loyalty rewards. Best of all, TabbedOut allows you, the merchant, to accept mobile payments integrated into your POS system. Finally, POS systems and mobile payments meet customer marketing and rewards in real time. That’s the power of TabbedOut! Free to download and no hidden fees.

Folloze

Seed Round in 2015
Folloze builds the B2B Buyer Experience Platform that enables frontline marketing teams to deliver engaging, personalized experiences across the buyer journey. The platform supports online content curation, account-specific content campaigns, and content automation to create personalized journeys for every buying group. It offers actionable account analytics and visibility into content performance, routing insights to sales for follow-up. Users can create and share content boards with tailored designs and calls to action, synchronize data with Google Analytics and other tools, and integrate with Salesforce and Microsoft Office to fit existing sales processes. The platform also supports drip campaigns, real-time alerts based on visitor actions, and the ability for sales to engage via calls, email, or chat. Folloze serves enterprise customers and has offices in multiple locations; it has delivered significant pipeline, and helps brands optimize their ABM programs.

Placester

Series B in 2015
Placester is a comprehensive business platform designed for real estate professionals, offering a suite of tools including lead capturing websites, lead management, email marketing, marketing automation, analytics, and educational resources with 24/7 support. Founded in 2011 by Matthew Barba and Frederick Townes, the platform facilitates online and mobile business growth through seamless MLS integration, natural language search, and visually appealing designs. Placester provides a variety of apps and add-ons for high-impact email marketing, digital advertising campaigns, lead management, and task streamlining. The company serves a significant portion of real estate professionals in the U.S. and is a technology partner to leading real estate brands across North America, including being the sole website provider for the REALTOR Benefits® Program of the National Association of REALTORS®.

Aera Technology

Funding Round in 2015
Aera Technology is a decision intelligence company that provides a cloud platform, Aera Decision Cloud, to integrate with existing systems and data sources and enable real-time decision making at scale across enterprise operations. The platform supports cognitive automation, data modeling, artificial intelligence, and machine learning, and lets organizations automate processes and build digital skills that connect disparate data sources. It is used for functions such as demand planning in supply chains by harmonizing data from ERP, CRM, sales, marketing, trends, and social feeds. The company serves pharma, manufacturing, retail, wholesale, and consumer packaged goods. Founded in 1999 and headquartered in Mountain View, California, Aera Technology operates globally.

Blueshift

Seed Round in 2014
Blueshift Labs, Inc. is a San Francisco-based company that provides an intelligent customer engagement platform designed to enhance brand interactions with consumers. Founded in 2013, the company offers an AI-first SmartHub CDP that consolidates customer data across various channels and applications, enabling brands to deliver relevant and personalized experiences in real-time. Blueshift's platform includes features such as email automation, mobile marketing, website personalization, contextual chat, and audience targeting, which allow marketers to tailor their communications based on customer interests, behaviors, and purchase patterns. The company serves notable clients including LendingTree, Udacity, Discovery, PayPal, Groupon, and the BBC, helping them to improve customer engagement and drive revenue growth. Blueshift also has offices in Charlotte, North Carolina; London, United Kingdom; and Pune, India.

Canopy

Seed Round in 2014
Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

TabbedOut

Series B in 2013
TabbedOut puts you in control of your tab at bars and restaurants. Say goodbye to end-of-night bar lines, and flagging down your server when you’re ready to settle the bill. Never leave your card at the bar again! TabbedOut is easier and more secure than handing over your credit card to a stranger. Open a tab, view the running total, and pay for it instantly (and securely) all from your phone. You can even split your tab among friends, post to Facebook or Twitter to let your friends know where you’re dining, send a positive or negative review of your experience, and get offers sent from your favorite venue straight to your phone. TabbedOut takes the hassle out of dining out for good. We are adding new locations every day, so check in often on the locations screen. Don’t see your favorite bar or restaurant on the list? Let us know! Tweet at or Facebook us at @tabbedout. For merchants: TabbedOut is the premier marketing and analytics platform built exclusively for the hospitality industry and powered by mobile payments. We allow our merchants real time insight into their customers through our proprietary software system that tracks spending habits, product preferences, customer feedback and loyalty rewards. Best of all, TabbedOut allows you, the merchant, to accept mobile payments integrated into your POS system. Finally, POS systems and mobile payments meet customer marketing and rewards in real time. That’s the power of TabbedOut! Free to download and no hidden fees.

Hatch Loyalty

Series B in 2013
Hatch Loyalty Inc. is a Chicago-based company that specializes in providing a loyalty and rewards platform tailored for small and medium-sized businesses. Founded in 2011 and originally known as Belly Inc., the company rebranded in September 2017. Hatch Loyalty offers a range of tools designed to enhance customer engagement and create meaningful experiences through its solutions, which include HatchHQ, HatchIQ, and HatchHUB. The platform not only allows businesses to develop customized loyalty programs but also provides actionable insights to help retailers execute effective marketing campaigns. Additionally, Hatch Loyalty features the industry-leading solution, Belly, which is specifically designed for smaller businesses to improve their loyalty marketing efforts. As of 2019, Hatch Loyalty operates as a subsidiary of Stuzo Inc.

Lattice Engines

Series C in 2012
Lattice Engines, Inc. is a software company that specializes in predictive applications for marketing and sales organizations. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of solutions designed to enhance marketing and sales performance through data-driven insights. Its flagship product, Lattice Atlas, utilizes artificial intelligence to integrate multiple data sources and build targeted audiences. Additional offerings include Lattice for Salesforce, which provides sales analytics; Lattice for Marketo, delivering predictive insights for marketing programs; and tools for predictive lead scoring, customer retention, and hyper-personalized marketing campaigns. Lattice Engines combines internal and external data with proprietary analytics to optimize sales targeting and improve the efficiency of marketing teams. The company also provides professional curriculum services and has a strategic partnership with Engagio Inc. In 2019, Lattice Engines became a subsidiary of The Dun & Bradstreet Corporation, further expanding its capabilities in the field.

SugarCRM

Venture Round in 2012
SugarCRM is a global provider of customer relationship management software offering an open-source CRM platform for sales, service, marketing and IT. It serves sectors including manufacturing, financial services, insurance, consulting and professional services and supports a range of applications such as campaign management, opportunity tracking, account management, sales forecasting, customer support, product extensions and training. Founded in 2004 and headquartered in Cupertino, California, SugarCRM maintains offices worldwide to serve customers in many countries and languages, emphasizing a user-friendly experience across roles and enabling stronger customer relationships and data-driven decision making.

TabbedOut

Series A in 2011
TabbedOut puts you in control of your tab at bars and restaurants. Say goodbye to end-of-night bar lines, and flagging down your server when you’re ready to settle the bill. Never leave your card at the bar again! TabbedOut is easier and more secure than handing over your credit card to a stranger. Open a tab, view the running total, and pay for it instantly (and securely) all from your phone. You can even split your tab among friends, post to Facebook or Twitter to let your friends know where you’re dining, send a positive or negative review of your experience, and get offers sent from your favorite venue straight to your phone. TabbedOut takes the hassle out of dining out for good. We are adding new locations every day, so check in often on the locations screen. Don’t see your favorite bar or restaurant on the list? Let us know! Tweet at or Facebook us at @tabbedout. For merchants: TabbedOut is the premier marketing and analytics platform built exclusively for the hospitality industry and powered by mobile payments. We allow our merchants real time insight into their customers through our proprietary software system that tracks spending habits, product preferences, customer feedback and loyalty rewards. Best of all, TabbedOut allows you, the merchant, to accept mobile payments integrated into your POS system. Finally, POS systems and mobile payments meet customer marketing and rewards in real time. That’s the power of TabbedOut! Free to download and no hidden fees.

Opower

Series C in 2010
Opower, Inc. is a leading provider of cloud-based software solutions for the utility industry, headquartered in Arlington, Virginia. Founded in 2007, the company offers a range of services designed to enhance customer engagement and promote energy efficiency. Its software analyzes extensive energy data, delivering personalized insights to consumers and motivating them to reduce energy consumption. Opower’s offerings include home energy reports, smart meter-enabled communication, and a marketplace suite that facilitates product recommendations and digital rebate processing. Additionally, the company provides demand response solutions, such as peak day alerts, to inform customers about high-demand periods and encourage reduced usage. With a focus on customer satisfaction, Opower’s tools also include web applications and interfaces designed to streamline communication between utilities and consumers. Serving over 85 utility partners and more than 18 million consumers across multiple countries, Opower has significantly contributed to energy efficiency goals and enhanced customer participation in utility programs. As of June 2016, Opower operates as a subsidiary of Oracle Corporation.

TabbedOut

Series A in 2010
TabbedOut puts you in control of your tab at bars and restaurants. Say goodbye to end-of-night bar lines, and flagging down your server when you’re ready to settle the bill. Never leave your card at the bar again! TabbedOut is easier and more secure than handing over your credit card to a stranger. Open a tab, view the running total, and pay for it instantly (and securely) all from your phone. You can even split your tab among friends, post to Facebook or Twitter to let your friends know where you’re dining, send a positive or negative review of your experience, and get offers sent from your favorite venue straight to your phone. TabbedOut takes the hassle out of dining out for good. We are adding new locations every day, so check in often on the locations screen. Don’t see your favorite bar or restaurant on the list? Let us know! Tweet at or Facebook us at @tabbedout. For merchants: TabbedOut is the premier marketing and analytics platform built exclusively for the hospitality industry and powered by mobile payments. We allow our merchants real time insight into their customers through our proprietary software system that tracks spending habits, product preferences, customer feedback and loyalty rewards. Best of all, TabbedOut allows you, the merchant, to accept mobile payments integrated into your POS system. Finally, POS systems and mobile payments meet customer marketing and rewards in real time. That’s the power of TabbedOut! Free to download and no hidden fees.

Spring Global

Series D in 2010
Spring Global develops an AI-powered sales force automation platform that enhances field sales efforts. It leverages big data analytics and artificial intelligence for informed decision-making, offering tools to improve customer service and facilitate team interactions.

UNION

Venture Round in 2010
UNION POS specializes in developing UNION TAB, a customizable iPad-based point of sale software tailored for bars and restaurants. Established in 2009 and headquartered in Austin, Texas, UNION POS focuses on meeting the unique needs of high-volume, high-touch venues. Their system offers a fast and intuitive interface that simplifies reporting and operational processes, allowing users to dedicate more time to customer engagement. The software includes features such as inventory management and loyalty programs, all supported by 24/7 live assistance and competitive processing fees. UNION POS aims to create a seamless experience that enhances operational efficiency while enabling businesses to concentrate on delivering exceptional service.

Opower

Series B in 2008
Opower, Inc. is a leading provider of cloud-based software solutions for the utility industry, headquartered in Arlington, Virginia. Founded in 2007, the company offers a range of services designed to enhance customer engagement and promote energy efficiency. Its software analyzes extensive energy data, delivering personalized insights to consumers and motivating them to reduce energy consumption. Opower’s offerings include home energy reports, smart meter-enabled communication, and a marketplace suite that facilitates product recommendations and digital rebate processing. Additionally, the company provides demand response solutions, such as peak day alerts, to inform customers about high-demand periods and encourage reduced usage. With a focus on customer satisfaction, Opower’s tools also include web applications and interfaces designed to streamline communication between utilities and consumers. Serving over 85 utility partners and more than 18 million consumers across multiple countries, Opower has significantly contributed to energy efficiency goals and enhanced customer participation in utility programs. As of June 2016, Opower operates as a subsidiary of Oracle Corporation.

Spring Global

Series C in 2008
Spring Global develops an AI-powered sales force automation platform that enhances field sales efforts. It leverages big data analytics and artificial intelligence for informed decision-making, offering tools to improve customer service and facilitate team interactions.

SugarCRM

Series D in 2008
SugarCRM is a global provider of customer relationship management software offering an open-source CRM platform for sales, service, marketing and IT. It serves sectors including manufacturing, financial services, insurance, consulting and professional services and supports a range of applications such as campaign management, opportunity tracking, account management, sales forecasting, customer support, product extensions and training. Founded in 2004 and headquartered in Cupertino, California, SugarCRM maintains offices worldwide to serve customers in many countries and languages, emphasizing a user-friendly experience across roles and enabling stronger customer relationships and data-driven decision making.

Informative

Venture Round in 2007
Informative, established in 1999, is a marketing company based in South San Francisco, California. It specializes in providing online tools to help businesses understand their customers' priorities and build brand communities. Additionally, Informative offers marketing analytics services, including survey creation, community management, blog hosting, and customer profiling. Its clients span various industries such as advertising agencies, consumer products, media, financial services, pharmaceuticals, software, and electronics.

Echopass

Series E in 2006
Echopass Corporation specializes in providing advanced IP-based call and contact center solutions as a service, catering to mid-to-large enterprises and government agencies. Through its innovative EchoSystem service integration platform, Echopass delivers comprehensive, on-demand solutions that are fully integrated with clients' existing customer contact applications and voice or data technologies. The company offers a range of services, including voice, email, chat, and fax, designed to be quick to deploy, user-friendly, and flexible, requiring no capital investment or ongoing maintenance. As a privately-held entity, Echopass has garnered recognition, including the Red Herring Top 100 Companies award, and is supported by venture capital firms.

Compiere

Series A in 2006
Compiere, Inc. is a developer of open source enterprise resource planning (ERP) and customer relationship management (CRM) software, operating in the United States and internationally. Founded in 1999 and headquartered in Redwood Shores, California, the company offers a range of software solutions that include financial management, purchasing, materials management, order management, point of sale, project accounting, billing, sales, service, e-commerce, and performance management. Compiere's Enterprise Edition allows businesses to implement its ERP on multi-server configurations, supporting multiple concurrent users and high transaction volumes. In addition to software solutions, Compiere provides a variety of services such as training, online e-learning modules, product documentation, consulting, and development, along with commercial support. Its offerings cater to various industries, including distribution, retail, professional services, healthcare, and manufacturing.

SugarCRM

Series C in 2005
SugarCRM is a global provider of customer relationship management software offering an open-source CRM platform for sales, service, marketing and IT. It serves sectors including manufacturing, financial services, insurance, consulting and professional services and supports a range of applications such as campaign management, opportunity tracking, account management, sales forecasting, customer support, product extensions and training. Founded in 2004 and headquartered in Cupertino, California, SugarCRM maintains offices worldwide to serve customers in many countries and languages, emphasizing a user-friendly experience across roles and enabling stronger customer relationships and data-driven decision making.

OnStation

Venture Round in 2004
OnStation (formerly CarStation.com ) is an online customer relationship management (CRM) solutions for enterprises in the automotive service industry, is redefining the way companies in the $132 billion market manage their customers. OnStation's online CRM solutions enable enterprises to improve profitability by stimulating increased customer visits, spending, loyalty and satisfaction

Informative

Venture Round in 2004
Informative, established in 1999, is a marketing company based in South San Francisco, California. It specializes in providing online tools to help businesses understand their customers' priorities and build brand communities. Additionally, Informative offers marketing analytics services, including survey creation, community management, blog hosting, and customer profiling. Its clients span various industries such as advertising agencies, consumer products, media, financial services, pharmaceuticals, software, and electronics.

Echopass

Series B in 2003
Echopass Corporation specializes in providing advanced IP-based call and contact center solutions as a service, catering to mid-to-large enterprises and government agencies. Through its innovative EchoSystem service integration platform, Echopass delivers comprehensive, on-demand solutions that are fully integrated with clients' existing customer contact applications and voice or data technologies. The company offers a range of services, including voice, email, chat, and fax, designed to be quick to deploy, user-friendly, and flexible, requiring no capital investment or ongoing maintenance. As a privately-held entity, Echopass has garnered recognition, including the Red Herring Top 100 Companies award, and is supported by venture capital firms.

Cariocas

Series B in 2003
Brands and their agencies are challenged more than ever to reach consumers where they are (e.g. on the Internet, TV‚ in stores, wireless phones‚ sporting events‚ etc.) and to run programs that produce measurable results. Integrated promotions provide the answer because they reach consumers where they interact with their brands‚ they have a specific call to action (e.g. go to the store‚ buy my product‚ provide some information‚ tell your friends)‚ and they are measurable. Cariocas delivers an Intelligent Promotion Platform helping consumer brands and their agencies engage and retain consumers through smart‚ integrated promotions that gather behavioral information across campaigns and help improve sales over time. Cariocas’ technology is based on common components that can be quickly assembled to create unique promotion "engines" such as games‚ auctions‚ multi-round tournaments‚ currency systems and other innovative activities. Cariocas’ expertise is supported by a broad patent portfolio stemming from the company’s experience in the promotions arena.

Salesforce

Venture Round in 2002
Salesforce is a cloud-based software company that provides enterprise customer relationship management software and applications on a subscription basis. It designs and develops cloud-based enterprise software for sales, customer service, marketing automation, e-commerce, analytics, and application development, offering a comprehensive suite including Service Cloud, Marketing Cloud, Commerce Cloud, MuleSoft for data integration, and the Salesforce Platform. Its Customer 360 platform unifies customer data across systems, apps, and devices to help organizations sell, service, market, and conduct commerce more effectively.

Bizfinity

Series C in 2001
Bizfinity, Inc. is a California-based Application Service Provider that specializes in offering a Business Synchronization Platform tailored for small and growing businesses. Founded by a team with extensive experience in integrated business and financial applications, Bizfinity provides a comprehensive e-business suite designed to streamline various operational processes. Its hosted applications allow businesses to seamlessly create and manage web stores linked to online auctions, while also facilitating order management, inventory control, customer management, and accounting. This adaptability enables retailers, wholesalers, and manufacturers to effectively digitize their operations. Bizfinity's services are accessible online, allowing for real-time back-office management from any location. The company markets its solutions directly and through partnerships with other firms, further expanding its reach in the business application sector.

Echopass

Series A in 2000
Echopass Corporation specializes in providing advanced IP-based call and contact center solutions as a service, catering to mid-to-large enterprises and government agencies. Through its innovative EchoSystem service integration platform, Echopass delivers comprehensive, on-demand solutions that are fully integrated with clients' existing customer contact applications and voice or data technologies. The company offers a range of services, including voice, email, chat, and fax, designed to be quick to deploy, user-friendly, and flexible, requiring no capital investment or ongoing maintenance. As a privately-held entity, Echopass has garnered recognition, including the Red Herring Top 100 Companies award, and is supported by venture capital firms.

Clarify

Venture Round in 1992
Clarify is a provider and developer of customer relationship management (CRM) software. Clarify provides software and services to different industries like telecommunications, technology, financial services, healthcare, consumer products, travel, and entertainment industries.
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