Norwest Venture Partners

NVP Associates, LLC is a venture capital and private equity firm based in Palo Alto, California, specializing in a diverse range of investment stages and sectors. Established in 1961, the firm focuses on seed, startup, early, mid, and late-stage investments in both listed and unlisted companies, with particular emphasis on technology, healthcare, consumer products, and financial services. NVP Associates seeks to invest between $10 million and $150 million, depending on the stage and nature of the investment, often leading or co-investing with other firms. The firm has a global investment strategy, concentrating on markets in the Asia-Pacific region, the United States, India, Israel, and China. Its portfolio spans various industries, including medical devices, information technology, enterprise software, and digital health. NVP Associates aims to support companies with strong growth potential, leveraging its extensive network and operational expertise to foster development and achieve significant returns.

Mohammad Abbas

Investor

Robert Abbott

Partner

Ryan Abdullah

Analyst

Ehi Akhirome

Investor

Bayan Alizadeh

Investor

Gal Amran

Investor

Tiba Aynechi Ph.D

General Partner

Parker Barrile

Partner and Co-Head of Consumer

Lauren Beauchamp

Growth Equity Investor

Scott Beechuk

Partner

Katie Belding

Partner, Portfolio Services

Kurt Betcher

Administrative Partner

Jordan Booker

Investor

Laura E. Boyd

Principal, Head of Mergers Acquisitions and Capital Markets

Yoni Braun

Vice President

Shiv Chaudhary

Managing Director

Priti Youssef Choksi

Partner

Casper De Clercq

General Partner

Nathan Cohen

Vice President

Elaine Dai

Associate

Ran Ding

Partner

Matthew De Dominicis

Partner and CFO

Michael D’Arrigo

Investor

Philip Fleischman

Vice President

David Glaser

Investor

Anubha Goyal

Investor, Norwest India

Ken Graham

Investor

Aidan Greenstein

Investor

Guillermo Grimaldo

Investor

Promod Haque

Co-Founder and Managing Partner

Garrett Hardesty

Investor

Ryan Harris

General Partner

Matthew Howard

Managing Partner

Sean Jacobsohn

Partner

Trey Jennings

Senior Associate

Krish Kapadia

Vice President, Norwest India

Paul Kigawa

Investor

Nikhil Kookada

Principal, Norwest India

Parul Laddha

Investor, Norwest India

Jordan Leites

Associate

Sam Lesser

Investor

Sonia Li

Investor

Charles Li

Associate

Brian Matesic

Principal

Cassie McHenry

Investor

JP McKeever

Investor

John McNeil

Investor

Scott Mitchell

Vice President

Venkat Mohan

Operating Partner and Board Member

Dror Nahumi

General Partner

Michelle Nie

Venture Investor

Ginny Pan

Investor

Connor Pike

Vice President

Ankit Prasad

Principal, Norwest India

Irem Rami

Principal, Growth Equity and Venture

Ashwin Ravi

Associate

David Rudnitsky

Principal and CRO Operating Executive, Portfolio Services

Gabrielle Rush

Investor

Samuel Saldarriaga

Investor

Umang Sanghvi

Investor, Norwest India

Christopher Scullin

Principal, Growth and Equity

Suraj Shah

Investor

Niren Shah

Managing Director and Head of Norwest India

Jordan Siegal

Associate

Chris Sondej

Vice President

Gabe Stauber

Vice President

David Su

Partner

Laurie Tennant

Principal, People Advisory

Matthew Uthupan

Investor

Sanchana Vasikaran

Investor

Vidushi Verma

Investor, Norwest India

Kathryn Weinmann

Vice President

Jessica Yi

Vice President of Enterprise Ventures Team and Tech Venture

Edward Yip

Partner

Michael Zarian

Investor

Justin Zhang

Investor

David Zilberman

General Partner

Dave Zilberman

General Partner

Past deals in Sales Automation

Spiff

Series C in 2023
Spiff Inc. is a developer of a SaaS-based sales commission automation platform designed to streamline commission planning and motivate sales teams. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's software enables users to build and modify commission plans, create complex team structures, and manage quotas. The platform features a personalized incentive dashboard for representatives, allowing them to track performance against goals and access detailed commission traces and payroll reports. Additionally, Spiff’s solution integrates with various systems, including ERP and payroll, to minimize errors and provide accurate commission data. It also offers functionalities for testing new rules, modeling commission structures, and exporting data for analysis. The company serves finance and sales operations, sales and marketing teams, as well as managers and executives, facilitating improved sales performance through effective commission management.

Xembly

Series A in 2022
Xembly is a developer of an artificial intelligence-based productivity platform focused on enhancing meeting efficiency. The platform utilizes intelligent automation, including robotic process automation, to streamline various aspects of the meeting process. This includes delegating tasks such as scheduling, note-taking, and tracking assignments. By automating these functions, Xembly helps businesses navigate scheduling conflicts and create comprehensive meeting agendas, ultimately aiming to boost workforce productivity.

Uplevel

Series A in 2022
Uplevel Inc. is a Seattle-based company that specializes in software solutions designed to enhance the productivity of engineering teams through machine learning and organizational science. Founded in 2018, Uplevel provides data-driven insights that empower engineers and their managers to optimize performance and foster behavior change. The platform integrates seamlessly into daily workflows, utilizing data from commonly used tools such as calendar applications, GitHub, Jira, Slack, and engagement surveys. By championing best practices and actionable coaching, Uplevel aims to elevate the effectiveness of teams, enabling them to perform at their best.

Provus

Series A in 2022
Provus operates a software-as-a-service (SaaS) platform that specializes in automating Configure Price Quote (CPQ) processes. The company utilizes advanced artificial intelligence technology to enhance the efficiency of enterprise customers by accelerating turnaround times, increasing deal sizes, and improving win probabilities. This innovative approach not only aids in boosting gross margins but also helps mitigate compliance risks. Provus is recognized as an approved partner on the Salesforce AppExchange, further establishing its credibility in the market.

Qualified

Series C in 2022
Qualified.com, Inc. operates a conversational marketing platform designed to engage with qualified prospects, primarily for companies utilizing Salesforce. The platform enhances interactions by notifying customer representatives when qualified leads visit their websites, enabling instant communication through chat, voice calls, and screen sharing. This approach allows enterprise sales and marketing teams at prominent B2B brands to optimize their sales pipeline by transforming their corporate websites into effective real-time selling tools. By integrating directly with Salesforce, Qualified provides a comprehensive view of website visitors, equipping businesses with the necessary tools to identify target buyers and initiate conversations promptly. Founded in 2018 and based in San Francisco, California, the company was previously known as FATBEAR LABS Inc. before rebranding in January 2019.

Sedai

Series A in 2022
Developer of an autonomous artificial intelligence-based platform designed to manage applications on any cloud. The company offers services using machine learning, proactively predicts issues, reduces time to resolution, and increases service availability, enabling clients to drive down operational costs and increase efficiency.

Socrates.Ai

Series A in 2022
Socrates AI brings deep expertise in Artificial Intelligence, Natural Language Processing and Human Resources Applications to solve the enterprise's biggest challenges in employee experience, IT security and software engagement.

SourceDay

Series C in 2022
SourceDay LLC is a software company based in Austin, Texas, that specializes in providing a Software-as-a-Service solution for purchase order management. Founded in 2013, SourceDay offers a platform that centralizes and automates the management of purchase orders, facilitating real-time collaboration between procurement teams and suppliers. Its features include tools for managing purchase order exceptions, requests for quotes, accounts payable collaboration, and quality control, along with mobile access and integration capabilities with various ERP systems such as Syteline, Epicor, and NetSuite. The company's solutions are designed primarily for manufacturing and distribution companies, aiming to enhance supplier performance and streamline procurement processes while reducing associated costs.

Amplication

Seed Round in 2022
Amplication is an open-source development tool designed to streamline application development for professional developers by eliminating repetitive coding tasks. The platform generates production-ready, self-documenting GraphQL APIs for various data models while providing a role-based permission model. This feature allows developers to create multiple roles and set granular permissions for different data models or specific fields, enhancing the security and flexibility of software applications. Amplication aims to foster an ecosystem that empowers developers with the ability to fork and maintain the platform independently, ensuring transparency and collaboration within the open-source community. The company's vision is to evolve low-code application development into a modern programming language, facilitating the creation of business applications with greater efficiency.

Habu

Series B in 2021
Habu is a marketing data operating system that helps brands enhance their first-party data while prioritizing privacy. The company's modular platform is designed to integrate with existing marketing technologies, including legacy systems, allowing marketers to avoid additional investments in new platforms. Habu enables brands to establish a robust data foundation, uncover actionable insights, and deliver personalized marketing across multiple channels. With its focus on automated privacy compliance, Habu supports clients in navigating the complexities of data management in a privacy-conscious environment. The company is headquartered in San Francisco and has additional offices in Boston and New York.

HoneyBook

Series E in 2021
HoneyBook, Inc. is a business management platform based in San Francisco that caters primarily to solopreneurs and freelancers, particularly in the creative sector, including wedding planners, photographers, graphic designers, and marketing professionals. Established in 2013, the platform facilitates seamless connections between clients, vendors, and event planners, allowing users to manage their businesses efficiently. HoneyBook offers integrated tools for creating proposals, negotiating contracts, invoicing, and processing payments, thereby reducing the administrative burden on entrepreneurs. By streamlining processes from initial client inquiries to final payments, HoneyBook empowers its users to focus more on their creative pursuits while enhancing their ability to attract and engage clients effectively.

RightRev

Seed Round in 2021
Developer of a revenue recognition management platform designed to facilitate accurate and compliant financial reporting. The company's platform integrates customer relationship management, configure, price, quote (CPQ) tools, revenue accounting processes, a general ledger, a reporting system, and dashboards that help in tracking the entire revenue contracts, enabling finance professionals to reduce the risk of misstatements and ensure transparency.

Prodly

Series A in 2021
Prodly, Inc. is a technology company based in Palo Alto, California, that specializes in developing tools for transferring relational data within Salesforce environments. Founded in 2014, Prodly offers a platform known as AppOps, which automates the full lifecycle of low-code development. This platform enables Salesforce administrators and developers to migrate data efficiently and effectively, addressing challenges in the application development process while also ensuring IT governance to reduce risks associated with agile development. Their flagship product, Moover, allows for one-click migration of relational data across various Salesforce organizations and supports key functionalities such as Salesforce CPQ, billing, and field service solutions. Notable clients include Nutanix, Johnson & Johnson, Splunk, Tableau, and Verizon, who utilize Prodly's services to enhance and update critical business applications.

PropelPLM

Series C in 2021
PropelPLM is a provider of cloud-based Product Lifecycle Management (PLM) software designed to assist companies in their digital transformation efforts. The platform connects various stakeholders, systems, and processes involved in bringing products from concept to market. It serves as a centralized source of product information for the entire value chain, including sales and service teams, facilitating secure and transparent collaboration. This approach enables faster market delivery while enhancing customer satisfaction and meeting global compliance requirements. PropelPLM operates on the Salesforce platform, leveraging its modern cloud infrastructure to ensure a scalable and future-ready solution for businesses seeking to streamline their product development processes.

Enable

Series B in 2021
Enable International Limited specializes in rebate management software and serves as a collaboration platform aimed at enhancing the performance of B2B deals. Founded in 2000 and headquartered in Stratford-upon-Avon, United Kingdom, the company provides tools that facilitate the negotiation of deals, central management of trade agreements, and oversight of receivables. By promoting financial transparency and operational efficiency, Enable seeks to transform how B2B deals are structured, managed, and evaluated, ultimately fostering mutually beneficial growth for all parties involved in trading relationships.

MindTickle

Series E in 2021
MindTickle Interactive Media Pvt Ltd. is a provider of a sales readiness and social learning platform designed to enhance the effectiveness of customer-facing teams across various industries. Founded in 2011 and headquartered in Pune, India, with an additional office in San Francisco, California, MindTickle's platform enables organizations to transform existing online content into interactive learning experiences. It utilizes gamification techniques, such as points and leaderboards, to boost learner engagement and motivation. The platform supports onboarding, product training, coaching, and ongoing readiness, allowing companies to assess and certify the skills of their sales representatives. By offering features like automated training paths, adaptive learning, and virtual coaching tools, MindTickle helps organizations track progress and improve sales performance, leading to larger deal sizes, higher win rates, and reduced sales cycles.

Third Wave Automation

Series B in 2021
Third Wave Automation, Inc. is a technology company based in Union City, California, specializing in the development of autonomous forklifts that leverage machine learning and computer vision. Founded in 2018, the company focuses on enhancing material handling automation through its innovative cloud robotics technology. Its autonomous forklifts are designed to perform complex tasks with shared autonomy, making them adaptable to various warehouse environments and operational demands. By integrating deep learning research with modern robotics, Third Wave Automation aims to improve warehouse throughput and efficiency in the supply chain and logistics sectors. The technology allows for robust vehicle navigation and infrastructure-free pallet handling, ultimately making forklift operations safer and more efficient.

AbsenceSoft

Private Equity Round in 2021
AbsenceSoft provides technology solutions aimed at helping employers manage Family and Medical Leave Act (FMLA), leaves of absence (LOA), disability, and Americans with Disabilities Act (ADA) compliance. As compliance with federal and state leave laws becomes increasingly complex, AbsenceSoft addresses this challenge through its cloud-based Software as a Service (SaaS) platform. This platform streamlines leave management by consolidating leave information, facilitating communication for leave requests, calculating leave eligibility, and offering detailed historical tracking. As a result, human resources teams can save time, reduce risks, and maintain compliance efficiently and cost-effectively. AbsenceSoft is trusted by a diverse range of organizations across the United States, including some of the largest and fastest-growing companies, with employee counts ranging from 500 to 500,000.

Spiff

Series B in 2021
Spiff Inc. is a developer of a SaaS-based sales commission automation platform designed to streamline commission planning and motivate sales teams. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's software enables users to build and modify commission plans, create complex team structures, and manage quotas. The platform features a personalized incentive dashboard for representatives, allowing them to track performance against goals and access detailed commission traces and payroll reports. Additionally, Spiff’s solution integrates with various systems, including ERP and payroll, to minimize errors and provide accurate commission data. It also offers functionalities for testing new rules, modeling commission structures, and exporting data for analysis. The company serves finance and sales operations, sales and marketing teams, as well as managers and executives, facilitating improved sales performance through effective commission management.

Spiff

Series B in 2021
Spiff Inc. is a developer of a SaaS-based sales commission automation platform designed to streamline commission planning and motivate sales teams. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's software enables users to build and modify commission plans, create complex team structures, and manage quotas. The platform features a personalized incentive dashboard for representatives, allowing them to track performance against goals and access detailed commission traces and payroll reports. Additionally, Spiff’s solution integrates with various systems, including ERP and payroll, to minimize errors and provide accurate commission data. It also offers functionalities for testing new rules, modeling commission structures, and exporting data for analysis. The company serves finance and sales operations, sales and marketing teams, as well as managers and executives, facilitating improved sales performance through effective commission management.

Qualified

Series B in 2021
Qualified.com, Inc. operates a conversational marketing platform designed to engage with qualified prospects, primarily for companies utilizing Salesforce. The platform enhances interactions by notifying customer representatives when qualified leads visit their websites, enabling instant communication through chat, voice calls, and screen sharing. This approach allows enterprise sales and marketing teams at prominent B2B brands to optimize their sales pipeline by transforming their corporate websites into effective real-time selling tools. By integrating directly with Salesforce, Qualified provides a comprehensive view of website visitors, equipping businesses with the necessary tools to identify target buyers and initiate conversations promptly. Founded in 2018 and based in San Francisco, California, the company was previously known as FATBEAR LABS Inc. before rebranding in January 2019.

HoneyBook

Series D in 2021
HoneyBook, Inc. is a business management platform based in San Francisco that caters primarily to solopreneurs and freelancers, particularly in the creative sector, including wedding planners, photographers, graphic designers, and marketing professionals. Established in 2013, the platform facilitates seamless connections between clients, vendors, and event planners, allowing users to manage their businesses efficiently. HoneyBook offers integrated tools for creating proposals, negotiating contracts, invoicing, and processing payments, thereby reducing the administrative burden on entrepreneurs. By streamlining processes from initial client inquiries to final payments, HoneyBook empowers its users to focus more on their creative pursuits while enhancing their ability to attract and engage clients effectively.

Act-On Software

Venture Round in 2021
Act-On Software, Inc. is a provider of a cloud-based marketing automation platform tailored for small and mid-sized businesses. The platform enables marketers to create and manage effective marketing campaigns through a range of tools including email marketing, website lead generation, social media marketing, and marketing analytics. It focuses on enhancing customer experiences and driving demand, while also facilitating brand awareness and customer retention. In addition to its software solutions, Act-On offers professional consulting, support, and training services to help clients maximize their marketing efforts. The company serves diverse sectors including banking, insurance, manufacturing, and technology, and operates from its headquarters in Portland, Oregon, with additional locations in Scottsdale, Arizona, and Reading, United Kingdom. Act-On Software was originally known as On-Demand Software, Inc. before rebranding in June 2006.

Aisera

Series C in 2020
Aisera, Inc. is an information technology company based in Palo Alto, California, specializing in artificial intelligence solutions that automate tasks and workflows for businesses. Founded in 2017, Aisera develops an AI-driven platform that includes products such as the AI Service Desk and AI Customer Service, aimed at improving operations in IT, human resources, sales, and customer service. The platform leverages natural language processing and automation technologies to provide a personalized and predictive service management experience, effectively resolving service issues and enhancing interaction across various channels. By integrating its solutions into existing systems, Aisera enables organizations to streamline operations and improve service delivery for both employees and customers.

MindTickle

Series D in 2020
MindTickle Interactive Media Pvt Ltd. is a provider of a sales readiness and social learning platform designed to enhance the effectiveness of customer-facing teams across various industries. Founded in 2011 and headquartered in Pune, India, with an additional office in San Francisco, California, MindTickle's platform enables organizations to transform existing online content into interactive learning experiences. It utilizes gamification techniques, such as points and leaderboards, to boost learner engagement and motivation. The platform supports onboarding, product training, coaching, and ongoing readiness, allowing companies to assess and certify the skills of their sales representatives. By offering features like automated training paths, adaptive learning, and virtual coaching tools, MindTickle helps organizations track progress and improve sales performance, leading to larger deal sizes, higher win rates, and reduced sales cycles.

Aktana

Series D in 2020
Aktana helps life science companies get the most out of artificial intelligence for commercializing their products. Its platform harnesses machine learning algorithms to enable marketing and sales teams to optimize their engagement with prescribing physicians. Aktana supports more than 100 brands and more than half the top 20 pharmaceutical companies worldwide to increase revenue, capitalize on data investments, and drive channel productivity and results. The company’s focus on the life sciences market allows Aktana to understand and incorporate unique market dynamics more deeply than the major AI players. Headquartered in San Francisco, Aktana also has offices in New York, Philadelphia, London, Barcelona, Tokyo, Osaka, and Shanghai.

Omni

Seed Round in 2020
Omni offers knowledge base software designed to enhance the efficiency of customer success, support, and sales teams by providing quick access to accurate information. The platform integrates various information sources within an organization, creating searchable cards that present relevant answers to inquiries. Utilizing artificial intelligence, Omni automatically verifies the accuracy of information and suggests pertinent insights, ensuring that employees can access up-to-date knowledge. This functionality enables teams to respond to customer questions effectively, especially during interactions in tools like Salesforce. By streamlining the process of finding information, Omni empowers employees to enhance their performance and improve customer satisfaction.

Gong

Series D in 2020
Gong.io, Inc. develops and markets a sales conversation intelligence platform designed to enhance the performance of remote sales teams. The platform captures, analyzes, and delivers insights from customer interactions, providing valuable deal and people intelligence. Its Revenue Intelligence solution supports various applications, including sales improvement, training, onboarding, strategy, engagement, enablement, and conversation analysis. The cloud-based platform employs artificial intelligence to automatically record and transcribe sales conversations, integrating results from audio sources and web-conferencing tools with customer relationship management systems. This functionality enables organizations to save time, improve win rates, enhance strategic decision-making, and ultimately drive revenue growth. Founded in 2015, Gong.io is headquartered in San Francisco, California, with an additional office in Ramat Gan, Israel.

Qualified

Series A in 2020
Qualified.com, Inc. operates a conversational marketing platform designed to engage with qualified prospects, primarily for companies utilizing Salesforce. The platform enhances interactions by notifying customer representatives when qualified leads visit their websites, enabling instant communication through chat, voice calls, and screen sharing. This approach allows enterprise sales and marketing teams at prominent B2B brands to optimize their sales pipeline by transforming their corporate websites into effective real-time selling tools. By integrating directly with Salesforce, Qualified provides a comprehensive view of website visitors, equipping businesses with the necessary tools to identify target buyers and initiate conversations promptly. Founded in 2018 and based in San Francisco, California, the company was previously known as FATBEAR LABS Inc. before rebranding in January 2019.

Spiff

Series A in 2020
Spiff Inc. is a developer of a SaaS-based sales commission automation platform designed to streamline commission planning and motivate sales teams. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's software enables users to build and modify commission plans, create complex team structures, and manage quotas. The platform features a personalized incentive dashboard for representatives, allowing them to track performance against goals and access detailed commission traces and payroll reports. Additionally, Spiff’s solution integrates with various systems, including ERP and payroll, to minimize errors and provide accurate commission data. It also offers functionalities for testing new rules, modeling commission structures, and exporting data for analysis. The company serves finance and sales operations, sales and marketing teams, as well as managers and executives, facilitating improved sales performance through effective commission management.

Prodly

Seed Round in 2020
Prodly, Inc. is a technology company based in Palo Alto, California, that specializes in developing tools for transferring relational data within Salesforce environments. Founded in 2014, Prodly offers a platform known as AppOps, which automates the full lifecycle of low-code development. This platform enables Salesforce administrators and developers to migrate data efficiently and effectively, addressing challenges in the application development process while also ensuring IT governance to reduce risks associated with agile development. Their flagship product, Moover, allows for one-click migration of relational data across various Salesforce organizations and supports key functionalities such as Salesforce CPQ, billing, and field service solutions. Notable clients include Nutanix, Johnson & Johnson, Splunk, Tableau, and Verizon, who utilize Prodly's services to enhance and update critical business applications.

Aisera

Series B in 2020
Aisera, Inc. is an information technology company based in Palo Alto, California, specializing in artificial intelligence solutions that automate tasks and workflows for businesses. Founded in 2017, Aisera develops an AI-driven platform that includes products such as the AI Service Desk and AI Customer Service, aimed at improving operations in IT, human resources, sales, and customer service. The platform leverages natural language processing and automation technologies to provide a personalized and predictive service management experience, effectively resolving service issues and enhancing interaction across various channels. By integrating its solutions into existing systems, Aisera enables organizations to streamline operations and improve service delivery for both employees and customers.

Gong

Series C in 2019
Gong.io, Inc. develops and markets a sales conversation intelligence platform designed to enhance the performance of remote sales teams. The platform captures, analyzes, and delivers insights from customer interactions, providing valuable deal and people intelligence. Its Revenue Intelligence solution supports various applications, including sales improvement, training, onboarding, strategy, engagement, enablement, and conversation analysis. The cloud-based platform employs artificial intelligence to automatically record and transcribe sales conversations, integrating results from audio sources and web-conferencing tools with customer relationship management systems. This functionality enables organizations to save time, improve win rates, enhance strategic decision-making, and ultimately drive revenue growth. Founded in 2015, Gong.io is headquartered in San Francisco, California, with an additional office in Ramat Gan, Israel.

Workato

Series C in 2019
Workato, Inc. is a provider of a cloud automation and integration platform designed to streamline workflow automation across various applications for enterprises. Founded in 2013 and headquartered in Cupertino, California, Workato enables business and IT teams to create and implement integrations and automate complex workflows efficiently. The platform features adaptive transformation, responsive integrations, and user-friendly tools that allow for automation with minimal coding. Workato enhances sales efficiency through automated customer intelligence, opportunity data population, and streamlined order fulfillment, while also improving customer service by leveraging artificial intelligence for support and feedback management. Additionally, it optimizes financial processes by automating billing and payment tasks. Workato supports targeted marketing efforts with real-time data synchronization and lead enrichment, and it facilitates business operations by breaking down application silos for improved project management and onboarding processes. The platform's advanced capabilities, including machine learning and patented technology, allow for rapid integration and operationalization of artificial intelligence while ensuring security and governance.

Paperflip

Seed Round in 2019
Paperflip Inc develops AI-based contract analytics platform and salesforce application. It provides a contract repository with automated data and clause extraction to its user companies. The company’s app track the sales deal terms and customer obligations for the sales team while the legal team gets automated key term tracking. It helps companies to run analysis across all their contracts wherever they are already stored. The platform focus on supporting integrations with other applications where companies already store their documents. Paperflip Inc was founded in 2016 and is based in San Mateo, California.

Prodly

Seed Round in 2019
Prodly, Inc. is a technology company based in Palo Alto, California, that specializes in developing tools for transferring relational data within Salesforce environments. Founded in 2014, Prodly offers a platform known as AppOps, which automates the full lifecycle of low-code development. This platform enables Salesforce administrators and developers to migrate data efficiently and effectively, addressing challenges in the application development process while also ensuring IT governance to reduce risks associated with agile development. Their flagship product, Moover, allows for one-click migration of relational data across various Salesforce organizations and supports key functionalities such as Salesforce CPQ, billing, and field service solutions. Notable clients include Nutanix, Johnson & Johnson, Splunk, Tableau, and Verizon, who utilize Prodly's services to enhance and update critical business applications.

MindTickle

Series C in 2019
MindTickle Interactive Media Pvt Ltd. is a provider of a sales readiness and social learning platform designed to enhance the effectiveness of customer-facing teams across various industries. Founded in 2011 and headquartered in Pune, India, with an additional office in San Francisco, California, MindTickle's platform enables organizations to transform existing online content into interactive learning experiences. It utilizes gamification techniques, such as points and leaderboards, to boost learner engagement and motivation. The platform supports onboarding, product training, coaching, and ongoing readiness, allowing companies to assess and certify the skills of their sales representatives. By offering features like automated training paths, adaptive learning, and virtual coaching tools, MindTickle helps organizations track progress and improve sales performance, leading to larger deal sizes, higher win rates, and reduced sales cycles.

Copper

Series C in 2019
Copper, Inc. is a provider of web-based customer relationship management (CRM) software specifically designed for Google applications, integrating seamlessly with G Suite. Founded in 2011 and headquartered in San Francisco, the company offers a platform that captures data automatically, enabling real-time tracking of sales opportunities and deals. Users can customize their CRM experience with features such as sales forecasting reports, custom fields, and pipeline filters. The software allows for mobile management of sales pipelines, call logging, automated task reminders, and push notifications for new records. Copper serves various industries, including technology, consulting, real estate, and corporate development, focusing on enhancing productivity and fostering authentic relationships among teams. The company, which rebranded from ProsperWorks in 2018, emphasizes an intuitive user experience and instant functionality.

Zenoti

Series C in 2019
Zenoti provides an all-in-one, cloud-based software solution for the spa, salon, and med spa industries. The system supports large spa, salon, med-spa, and fitness chains with the tools to expand the network while increasing unit-level performance. In addition to being a true enterprise solution for this industry, it also supports small ad medium-sized businesses. The all-in-one system helps clients grow and manage operations. The company enables users to manage every aspect of a business in a comprehensive mobile solution with online appointment bookings, POS, CRM, employee management, inventory management, built-in marketing programs, and more. It helps clients streamline systems and decrease costs while enhancing customer retention, and spending. Zenoti was founded in 2010 and is headquartered in Bellevue, Washington.

Uplevel

Seed Round in 2019
Uplevel Inc. is a Seattle-based company that specializes in software solutions designed to enhance the productivity of engineering teams through machine learning and organizational science. Founded in 2018, Uplevel provides data-driven insights that empower engineers and their managers to optimize performance and foster behavior change. The platform integrates seamlessly into daily workflows, utilizing data from commonly used tools such as calendar applications, GitHub, Jira, Slack, and engagement surveys. By championing best practices and actionable coaching, Uplevel aims to elevate the effectiveness of teams, enabling them to perform at their best.

HoneyBook

Series C in 2019
HoneyBook, Inc. is a business management platform based in San Francisco that caters primarily to solopreneurs and freelancers, particularly in the creative sector, including wedding planners, photographers, graphic designers, and marketing professionals. Established in 2013, the platform facilitates seamless connections between clients, vendors, and event planners, allowing users to manage their businesses efficiently. HoneyBook offers integrated tools for creating proposals, negotiating contracts, invoicing, and processing payments, thereby reducing the administrative burden on entrepreneurs. By streamlining processes from initial client inquiries to final payments, HoneyBook empowers its users to focus more on their creative pursuits while enhancing their ability to attract and engage clients effectively.

Gong

Series B in 2019
Gong.io, Inc. develops and markets a sales conversation intelligence platform designed to enhance the performance of remote sales teams. The platform captures, analyzes, and delivers insights from customer interactions, providing valuable deal and people intelligence. Its Revenue Intelligence solution supports various applications, including sales improvement, training, onboarding, strategy, engagement, enablement, and conversation analysis. The cloud-based platform employs artificial intelligence to automatically record and transcribe sales conversations, integrating results from audio sources and web-conferencing tools with customer relationship management systems. This functionality enables organizations to save time, improve win rates, enhance strategic decision-making, and ultimately drive revenue growth. Founded in 2015, Gong.io is headquartered in San Francisco, California, with an additional office in Ramat Gan, Israel.

Gong

Series B in 2019
Gong.io, Inc. develops and markets a sales conversation intelligence platform designed to enhance the performance of remote sales teams. The platform captures, analyzes, and delivers insights from customer interactions, providing valuable deal and people intelligence. Its Revenue Intelligence solution supports various applications, including sales improvement, training, onboarding, strategy, engagement, enablement, and conversation analysis. The cloud-based platform employs artificial intelligence to automatically record and transcribe sales conversations, integrating results from audio sources and web-conferencing tools with customer relationship management systems. This functionality enables organizations to save time, improve win rates, enhance strategic decision-making, and ultimately drive revenue growth. Founded in 2015, Gong.io is headquartered in San Francisco, California, with an additional office in Ramat Gan, Israel.

Socrates.Ai

Series A in 2019
Socrates AI brings deep expertise in Artificial Intelligence, Natural Language Processing and Human Resources Applications to solve the enterprise's biggest challenges in employee experience, IT security and software engagement.

Aisera

Series B in 2019
Aisera, Inc. is an information technology company based in Palo Alto, California, specializing in artificial intelligence solutions that automate tasks and workflows for businesses. Founded in 2017, Aisera develops an AI-driven platform that includes products such as the AI Service Desk and AI Customer Service, aimed at improving operations in IT, human resources, sales, and customer service. The platform leverages natural language processing and automation technologies to provide a personalized and predictive service management experience, effectively resolving service issues and enhancing interaction across various channels. By integrating its solutions into existing systems, Aisera enables organizations to streamline operations and improve service delivery for both employees and customers.

PropelPLM

Series B in 2018
PropelPLM is a provider of cloud-based Product Lifecycle Management (PLM) software designed to assist companies in their digital transformation efforts. The platform connects various stakeholders, systems, and processes involved in bringing products from concept to market. It serves as a centralized source of product information for the entire value chain, including sales and service teams, facilitating secure and transparent collaboration. This approach enables faster market delivery while enhancing customer satisfaction and meeting global compliance requirements. PropelPLM operates on the Salesforce platform, leveraging its modern cloud infrastructure to ensure a scalable and future-ready solution for businesses seeking to streamline their product development processes.

Uplevel

Seed Round in 2018
Uplevel Inc. is a Seattle-based company that specializes in software solutions designed to enhance the productivity of engineering teams through machine learning and organizational science. Founded in 2018, Uplevel provides data-driven insights that empower engineers and their managers to optimize performance and foster behavior change. The platform integrates seamlessly into daily workflows, utilizing data from commonly used tools such as calendar applications, GitHub, Jira, Slack, and engagement surveys. By championing best practices and actionable coaching, Uplevel aims to elevate the effectiveness of teams, enabling them to perform at their best.

6 River Systems

Series B in 2018
6 River Systems, Inc. specializes in warehouse automation solutions that leverage collaborative robots and artificial intelligence to enhance efficiency in e-commerce and retail operations. The company's key products include Chuck, a robot designed to guide warehouse associates through their tasks, Mobile Sort, which offers a comprehensive solution for picking and sorting orders, Packout for fulfillment processes, and Fast Lane, aimed at automating the picking of high-velocity stock-keeping units. Founded in 2015 by former executives of Kiva Systems and Mimio, 6 River Systems is headquartered in Waltham, Massachusetts. The company focuses on optimizing warehouse productivity while reducing training costs and improving the onboarding process for new employees. Since becoming a subsidiary of Shopify, it continues to innovate in the fulfillment automation space, addressing the evolving needs of retailers and manufacturers.

Socrates.Ai

Series A in 2017
Socrates AI brings deep expertise in Artificial Intelligence, Natural Language Processing and Human Resources Applications to solve the enterprise's biggest challenges in employee experience, IT security and software engagement.

Copper

Series C in 2017
Copper, Inc. is a provider of web-based customer relationship management (CRM) software specifically designed for Google applications, integrating seamlessly with G Suite. Founded in 2011 and headquartered in San Francisco, the company offers a platform that captures data automatically, enabling real-time tracking of sales opportunities and deals. Users can customize their CRM experience with features such as sales forecasting reports, custom fields, and pipeline filters. The software allows for mobile management of sales pipelines, call logging, automated task reminders, and push notifications for new records. Copper serves various industries, including technology, consulting, real estate, and corporate development, focusing on enhancing productivity and fostering authentic relationships among teams. The company, which rebranded from ProsperWorks in 2018, emphasizes an intuitive user experience and instant functionality.

6 River Systems

Series A in 2017
6 River Systems, Inc. specializes in warehouse automation solutions that leverage collaborative robots and artificial intelligence to enhance efficiency in e-commerce and retail operations. The company's key products include Chuck, a robot designed to guide warehouse associates through their tasks, Mobile Sort, which offers a comprehensive solution for picking and sorting orders, Packout for fulfillment processes, and Fast Lane, aimed at automating the picking of high-velocity stock-keeping units. Founded in 2015 by former executives of Kiva Systems and Mimio, 6 River Systems is headquartered in Waltham, Massachusetts. The company focuses on optimizing warehouse productivity while reducing training costs and improving the onboarding process for new employees. Since becoming a subsidiary of Shopify, it continues to innovate in the fulfillment automation space, addressing the evolving needs of retailers and manufacturers.

Gong

Series A in 2017
Gong.io, Inc. develops and markets a sales conversation intelligence platform designed to enhance the performance of remote sales teams. The platform captures, analyzes, and delivers insights from customer interactions, providing valuable deal and people intelligence. Its Revenue Intelligence solution supports various applications, including sales improvement, training, onboarding, strategy, engagement, enablement, and conversation analysis. The cloud-based platform employs artificial intelligence to automatically record and transcribe sales conversations, integrating results from audio sources and web-conferencing tools with customer relationship management systems. This functionality enables organizations to save time, improve win rates, enhance strategic decision-making, and ultimately drive revenue growth. Founded in 2015, Gong.io is headquartered in San Francisco, California, with an additional office in Ramat Gan, Israel.

Multiplier AI Solutions

Seed Round in 2017
Multiplier AI Solutions specializes in developing tailored software solutions for the healthcare sector, including targeted marketing, CRM, data analysis, and sales force automation tools. Founded in 2011 and headquartered in Hyderabad, India, the company serves clients in India, Oman, Iraq, and the United Arab Emirates. Its offerings extend to multi-channel marketing services, digital marketing, and analytics consulting, primarily targeting hospitals, diagnostic centers, clinics, and home health providers. Multiplier AI Solutions has established a strong reputation by partnering with leading healthcare organizations, resulting in significant revenue impacts and improved marketing strategies. The company’s AI-driven platforms have demonstrated remarkable effectiveness, generating substantial increases in performance metrics. It has successfully replaced some of the most recognized healthcare AI solutions and consistently delivers results that exceed client expectations in patient engagement and ROI-driven campaigns.

Zenoti

Series B in 2016
Zenoti provides an all-in-one, cloud-based software solution for the spa, salon, and med spa industries. The system supports large spa, salon, med-spa, and fitness chains with the tools to expand the network while increasing unit-level performance. In addition to being a true enterprise solution for this industry, it also supports small ad medium-sized businesses. The all-in-one system helps clients grow and manage operations. The company enables users to manage every aspect of a business in a comprehensive mobile solution with online appointment bookings, POS, CRM, employee management, inventory management, built-in marketing programs, and more. It helps clients streamline systems and decrease costs while enhancing customer retention, and spending. Zenoti was founded in 2010 and is headquartered in Bellevue, Washington.

Engagio

Series B in 2016
Engagio Inc. offers an account-based platform designed to enhance account-centric analytics for B2B companies. The company provides a range of solutions including PlayMaker, which facilitates orchestrating communications across various channels to maximize revenue opportunities; Scout, an extension that supports account-based marketing for customer-facing teams; and Engagio Orchestrate, which allows revenue teams to automate impactful strategies across multiple channels such as sales engagement and marketing automation. Founded in 2015 and headquartered in San Mateo, California, Engagio aims to help businesses engage target accounts and strengthen customer relationships through its comprehensive Account Based Marketing Automation Platform. The platform enables marketers to track account engagement, allocate resources effectively, and measure the impact of their initiatives, thereby supporting the evolution of account-based strategies. Engagio operates as a subsidiary of Demandbase, Inc. since June 2020.

Gong

Seed Round in 2016
Gong.io, Inc. develops and markets a sales conversation intelligence platform designed to enhance the performance of remote sales teams. The platform captures, analyzes, and delivers insights from customer interactions, providing valuable deal and people intelligence. Its Revenue Intelligence solution supports various applications, including sales improvement, training, onboarding, strategy, engagement, enablement, and conversation analysis. The cloud-based platform employs artificial intelligence to automatically record and transcribe sales conversations, integrating results from audio sources and web-conferencing tools with customer relationship management systems. This functionality enables organizations to save time, improve win rates, enhance strategic decision-making, and ultimately drive revenue growth. Founded in 2015, Gong.io is headquartered in San Francisco, California, with an additional office in Ramat Gan, Israel.

HoneyBook

Series C in 2016
HoneyBook, Inc. is a business management platform based in San Francisco that caters primarily to solopreneurs and freelancers, particularly in the creative sector, including wedding planners, photographers, graphic designers, and marketing professionals. Established in 2013, the platform facilitates seamless connections between clients, vendors, and event planners, allowing users to manage their businesses efficiently. HoneyBook offers integrated tools for creating proposals, negotiating contracts, invoicing, and processing payments, thereby reducing the administrative burden on entrepreneurs. By streamlining processes from initial client inquiries to final payments, HoneyBook empowers its users to focus more on their creative pursuits while enhancing their ability to attract and engage clients effectively.

HoneyBook

Series B in 2015
HoneyBook, Inc. is a business management platform based in San Francisco that caters primarily to solopreneurs and freelancers, particularly in the creative sector, including wedding planners, photographers, graphic designers, and marketing professionals. Established in 2013, the platform facilitates seamless connections between clients, vendors, and event planners, allowing users to manage their businesses efficiently. HoneyBook offers integrated tools for creating proposals, negotiating contracts, invoicing, and processing payments, thereby reducing the administrative burden on entrepreneurs. By streamlining processes from initial client inquiries to final payments, HoneyBook empowers its users to focus more on their creative pursuits while enhancing their ability to attract and engage clients effectively.

CRMNEXT

Series A in 2014
CRMNEXT is a leading enterprise CRM solution provider credited with the world's largest installations in financial sector. From Fortune 500 to start-ups, businesses across nine verticals have built profitable customer relationships via CRMNEXT. A pioneer of Digital CRM for some of the largest enterprises across Asia-Pacific, CRMNEXT’s customers include global brands like Pfizer, State Bank of India, HDFC Bank, ICICI Bank, Axis Bank, Tata AIA, Reliance, Banco de Oro Philippines, National Bank of Oman, Pavers England etc. It is in Gartner Magic Quadrant for Lead management, Sales Force Automation and Customer Engagement. For more information, visit us at www.crmnext.com

Act-On Software

Venture Round in 2014
Act-On Software, Inc. is a provider of a cloud-based marketing automation platform tailored for small and mid-sized businesses. The platform enables marketers to create and manage effective marketing campaigns through a range of tools including email marketing, website lead generation, social media marketing, and marketing analytics. It focuses on enhancing customer experiences and driving demand, while also facilitating brand awareness and customer retention. In addition to its software solutions, Act-On offers professional consulting, support, and training services to help clients maximize their marketing efforts. The company serves diverse sectors including banking, insurance, manufacturing, and technology, and operates from its headquarters in Portland, Oregon, with additional locations in Scottsdale, Arizona, and Reading, United Kingdom. Act-On Software was originally known as On-Demand Software, Inc. before rebranding in June 2006.

Act-On Software

Series D in 2012
Act-On Software, Inc. is a provider of a cloud-based marketing automation platform tailored for small and mid-sized businesses. The platform enables marketers to create and manage effective marketing campaigns through a range of tools including email marketing, website lead generation, social media marketing, and marketing analytics. It focuses on enhancing customer experiences and driving demand, while also facilitating brand awareness and customer retention. In addition to its software solutions, Act-On offers professional consulting, support, and training services to help clients maximize their marketing efforts. The company serves diverse sectors including banking, insurance, manufacturing, and technology, and operates from its headquarters in Portland, Oregon, with additional locations in Scottsdale, Arizona, and Reading, United Kingdom. Act-On Software was originally known as On-Demand Software, Inc. before rebranding in June 2006.

Epiance

Series B in 2004
Epiance specializes in enterprise software solutions that assist organizations in effectively managing IT-driven business process transformations. Its flagship product, Epiplex500, is utilized by numerous leading companies worldwide to facilitate swift and efficient user adoption during the rollout and upgrade of enterprise applications. Epiance's offerings combine process automation, knowledge transfer, performance support, and process improvement, all aimed at reducing costs and enhancing productivity. By ensuring rapid knowledge transfer and compliance with best practices, Epiance enables businesses to significantly decrease the time required for employees to become proficient with new or upgraded applications, ultimately improving overall business performance.

Ventaso

Series E in 2001
Ventaso is a company that specializes in customer message management software, focusing on creating and refining content for sales materials. Its software solutions help businesses customize their marketing information, product positioning, and competitive matrices, enabling them to effectively communicate their value propositions. By linking and reassembling content, Ventaso aids organizations in streamlining their messaging and improving their sales processes. The company’s offerings are geared towards enhancing the efficiency and effectiveness of marketing strategies, allowing clients to present their products and services in a more compelling manner.

Market-Touch Corp

Venture Round in 2000
Market-Touch Corp., a provider of sales and marketing effectiveness systems.

Octane Software

Venture Round in 2000
As of May 31, 2000, Octane Software Inc. was acquired by E.piphany Inc. Octane Software, Inc. provides application software and services to the rapidly emerging customer relationship management (CRM) market. The company was founded in 1997 and is based in San Mateo, California.

Octane Software

Series B in 1999
As of May 31, 2000, Octane Software Inc. was acquired by E.piphany Inc. Octane Software, Inc. provides application software and services to the rapidly emerging customer relationship management (CRM) market. The company was founded in 1997 and is based in San Mateo, California.
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