Pareto Holdings

Pareto Holdings is an early-stage investment firm founded in 2020 by Jon Oringer and Edward Lando, based in New York. The company focuses on pre-seeding exceptional entrepreneurs across various industries and geographies, executing dozens of investments each month. With over 500 investments to date, Pareto Holdings distinguishes itself by investing solely its own capital and maintaining a lean operational team. In addition to its investment activities, the firm also offers support to startups, functioning as a venture studio to help foster growth and innovation.

Nadav Ben-Chanoch

Partner

Rohit Bhadange

Venture Partner

Edward Lando

Managing Partner

Annie Wasserman

Partner

Past deals in CRM

Workflow

Pre Seed Round in 2024
Workflow is a technology company that develops a management platform for streamlining creative work review and approval processes. Its platform offers customizable customer relationship management tools, automation, and seamless integrations, helping organizations optimize workflows, enhance team collaboration, and achieve digital transformation across diverse industries.

Posh

Seed Round in 2023
POSH operates a comprehensive event management and ticketing platform tailored for live experiences. Its white-label solution simplifies the event hosting process for nightlife curators by providing tools for marketing and customer management. The platform features automated SMS, email, and social media marketing capabilities, allowing hosts to efficiently reach their audience while concentrating on their brand and event production. Additionally, POSH includes a promoter management system, attendee segmentation, integrated customer relationship management, and artificial intelligence-driven ticket pricing, enabling clients to effectively organize and manage their events. This combination of features supports hosts in expanding their audience and enhancing the overall event experience.

Dotfile

Seed Round in 2023
Dotfile, a Paris-based company founded in 2021, develops a compliance-focused onboarding platform that lets businesses build onboarding workflows for customers and suppliers without coding. The platform covers document checks, identity verification, AML screenings, contract signing, risk assessments, and document analysis, and it integrates with CRM systems to streamline processes. By automating identity and compliance checks and enabling efficient contract execution, Dotfile helps organizations reduce fraud and support global regulatory adherence.

Along

Pre Seed Round in 2022
Along allows you to build collaborative Alongspaces for every B2B deal and understand the blind spots in your buyer journey, while aligning all stakeholders in mutual action plans for sales and onboarding. Along was established in 2022 in Berlin, Germany.

Handly

Pre Seed Round in 2022
Handly provides a business management platform that automates core operations for service-based businesses, helping entrepreneurs launch, manage and grow their ventures. The platform enables quoting, scheduling, invoicing and payments, and integrates order tracking, document management, offers creation and employee planning to improve coordination, efficiency and revenue growth.

Praiz

Pre Seed Round in 2022
Praiz is a technology company that specializes in developing a customer relationship management (CRM) platform. This platform automatically updates CRM systems by extracting and summarizing data from sales conversations, using a proprietary generative AI extraction technology. By doing so, Praiz helps businesses improve their sales performance, save time, and maintain accurate data without manual data entry.

DimOrder

Seed Round in 2022
DimOrder is a cloud-based e-commerce platform designed specifically for restaurants, enabling efficient management of various operational aspects. It provides features such as automated ordering and payment systems, menu digitalization, logistics management, customer relationship management, artificial intelligence-driven marketing, and supply chain and inventory management. By partnering with Meituan Dianping, a prominent platform in China, DimOrder extends its restaurant partners' visibility to a vast user base exceeding 667 million. Its customer application integrates seamlessly with social media and the software-as-a-service ecosystem, facilitating an enhanced customer experience. Additionally, DimOrder supports fintech solutions related to supply chain management, offering liquidity to restaurants to promote business growth and expansion.

Vendelux

Seed Round in 2022
Vendelux offers an AI-driven platform that empowers marketers to make data-informed decisions about event attendance, sponsorships, and hosting. By integrating customer relationship management (CRM) data with a proprietary database of over 30,000 events, Vendelux helps businesses identify their prospects, customers, and competitors at various events worldwide.

MelodyArc

Pre Seed Round in 2021
Founded in 2021, MelodyArc is a technology company that combines advanced automation, AI, and human expertise to transform frontline customer service. Its flagship product, MelodyArc CX, is an all-in-one platform designed to enhance resolution rates and reduce operating costs by 50% while preserving the human touch in customer experiences.

Journey

Pre Seed Round in 2021
Journey is a company that offers a sales platform designed to enhance customer engagement, closing, and onboarding through a single link. Founded in 2021 by Peter Clark, Anil Sevim, and Brendan Weitz, Journey aims to empower individuals to present their stories in a more interactive and personalized manner. The platform not only improves marketing outcomes but also facilitates effective outreach and prompt follow-up. Additionally, it provides tailored solutions for recruiting and investor updates, allowing businesses to create engaging experiences with their existing content.

SuperDial

Pre Seed Round in 2021
SuperDial leverages conversational AI to automate tedious outbound phone calls on behalf of healthcare organizations. Our customers include leading RCM companies, DSOs, digital health providers, and provider data vendors. We help these customers automate a variety of call types including benefits verifications, claim follow-ups, prior auth follow-ups, credentialing & enrollment follow-ups and provider data inquiries. SuperDial can be extended to new use cases, so if there's another type of outbound phone call you'd like to automate, please reach out to us!

Krepling

Pre Seed Round in 2021
Krepling is an innovative no-code composable platform designed for e-commerce, enabling merchants to create enhanced buying experiences online. Founded in early 2020 by brothers Liam and Travis Gerada, both experienced e-commerce merchants, Krepling empowers users to construct their entire e-commerce environment—from front-end stores to marketing and consumer purchasing flows—using a simple click-based interface rather than requiring coding skills. The platform consolidates various operational elements into a single solution, providing merchants with advanced data capabilities to better capture customer insights. Krepling operates with a hybrid remote work model across over five countries and serves merchants in more than 35 countries, promoting inclusivity in the e-commerce space.

SwiftSku

Seed Round in 2021
SwiftSku is a remote management and analytics platform for convenience stores that helps independent c-store owners streamline operations and boost revenue. The platform integrates with point-of-sale systems and provides mobile tools for real-time transaction monitoring, price book updates, and promotional discount management, along with fuel pricing control and anomaly detection. It automates back-office tasks, enables centralized business intelligence and operational oversight, and supports participation in brand loyalty programs. By connecting sales data and pricing across stores, SwiftSku enables remote sales tracking, centralized reporting, and actionable insights to improve profitability for independent operators.

Butter

Pre Seed Round in 2021
Butter is a software and e-commerce platform that aims to enhance the food wholesale supply chain for wholesalers and distributors. Founded in 2020 and based in California, Butter provides a comprehensive suite of products designed to streamline operations and improve cash flow. The platform offers a mobile application that replaces traditional pen-and-paper methods for order management, inventory monitoring, accounting, and customer relationship management. By digitizing these processes, Butter enables food distributors to efficiently manage their business operations, ensuring that customers remain informed at all times. The company's innovative approach helps clients to scale their food businesses effectively.

OmniPanel

Seed Round in 2020
OmniPanel is an analytics platform designed to extract valuable insights from customer support tickets. By analyzing user interactions, the platform helps businesses identify points of friction that affect customer retention and profitability. OmniPanel's approach emphasizes collaboration within a unified workspace, allowing organizations to prioritize the customer's voice in their decision-making processes. This capability enables businesses to enhance their customer experience and make data-driven product decisions, ultimately leading to more effective customer service and improved engagement.

Blanket

Seed Round in 2020
Blanket is a Miami-based company founded in 2016 that specializes in automating the sales development process through its innovative platform. The company provides tools for sales teams to efficiently prospect for leads, manage email communications, create landing pages, and schedule calls. By integrating these functionalities into a single platform, Blanket enables users to generate interest from their audience and analyze results effectively, ultimately enhancing the efficiency of sales representatives in securing qualified leads.

DimOrder

Seed Round in 2020
DimOrder is a cloud-based e-commerce platform designed specifically for restaurants, enabling efficient management of various operational aspects. It provides features such as automated ordering and payment systems, menu digitalization, logistics management, customer relationship management, artificial intelligence-driven marketing, and supply chain and inventory management. By partnering with Meituan Dianping, a prominent platform in China, DimOrder extends its restaurant partners' visibility to a vast user base exceeding 667 million. Its customer application integrates seamlessly with social media and the software-as-a-service ecosystem, facilitating an enhanced customer experience. Additionally, DimOrder supports fintech solutions related to supply chain management, offering liquidity to restaurants to promote business growth and expansion.

Field Complete

Seed Round in 2020
Field Complete develops field service management software solutions. Founded in 2019 and headquartered in Atlanta, Georgia, the company serves various industries including property maintenance, construction, and clean energy. Its SaaS-based platform offers tools for customer relationship management, scheduling, job management, invoicing, GPS tracking, and reporting.

Cheerfy

Seed Round in 2020
Cheerfy develops a Wi-Fi based customer recognition and relationship platform that provides in-store Wi-Fi access, collects real-time customer data, and enables personalized engagement. The platform includes a restaurant-focused digital experience with five products: Loyalty, Shop, Places, Pay, and Kiosk. It serves restaurants, hotels, retailers, brands, and other customers across Southern Europe and the United Kingdom and is based in London, dating to 2014. The company emphasizes replacing siloed apps with an integrated, customer-centric suite to manage digital experiences and post-visit communications.

Riley

Seed Round in 2020
Riley is an artificial intelligence-powered personal assistant. It is used by salespeople to create contacts and store information for them, ready for whenever they need it, taking the work out of working with their CRM. As a result, they can close more deals and build genuine relationships.

Valia

Pre Seed Round in 2019
Valia is an online real estate platform that facilitates the buying, selling, and renting of properties in Latin America. The company provides a professional networking site specifically designed for real estate agents, enabling them to connect and collaborate effectively with one another and their clients. Valia's platform employs performance metrics and client reviews to match customers with suitable real estate agents, ensuring a reliable and seamless experience in the property market. Through its innovative approach, Valia aims to enhance the efficiency of real estate transactions and foster collaboration within the industry.

Slik

Seed Round in 2017
Founded in 2016, Slik specializes in automating lead generation and prospecting for sales teams. Its platform offers advanced filtering systems to create targeted lists, ensuring high email accuracy and providing contextual data about decision-makers.

Upcall

Seed Round in 2017
Upcall, Inc. is a technology company that offers an outbound calling platform designed to help businesses, non-profits, and individuals enhance customer engagement and retention. Founded in 2016 and headquartered in San Francisco, with additional offices in Brussels, Upcall provides access to a network of thousands of vetted U.S.-based callers. Its platform includes features such as script templates, call analytics, and recording capabilities, along with integrations for popular tools like Slack, Salesforce, Google Calendar, and Outlook. By enabling users to manage call campaigns efficiently, Upcall supports organizations in acquiring, qualifying, and converting leads through effective communication strategies. The company has gained recognition as a participant in the Y Combinator startup accelerator.

Onward

Convertible Note in 2016
Onward is a customer service automation platform that specializes in developing artificial intelligence-based tools aimed at enhancing user interactions in business settings. The platform's primary objective is to help clients achieve a targeted automation level, characterized by automating 40% of customer inquiries and messages while maintaining an average response time of 40 seconds. Onward's solutions are designed for seamless integration with existing systems such as Zendesk, Salesforce, and Hubspot, facilitating the management of customer queries and lead generation. Utilizing advanced natural language processing, Onward's enterprise chatbot can interpret customer messages and generate contextualized, personalized responses by leveraging data points like historical activity and location. This innovative approach aims to improve customer service efficiency while enhancing user satisfaction.

SuperPhone

Seed Round in 2016
SuperPhone is an innovative mobile messaging platform that enables enterprise retail brands to effectively acquire and engage mobile customers. By harnessing data-driven insights and intelligent messaging, SuperPhone enhances customer relationships and drives revenue growth. The platform supports high-volume marketing text broadcasts through various phone numbers, including shortcode and toll-free options, allowing businesses to reach a global audience. Additionally, it provides advanced analytics to monitor conversation performance and revenue, empowering companies to improve engagement and customer retention. Through its technology, SuperPhone aims to transform the way brands interact with their customers, fostering brand loyalty and personalized experiences.

Posh

POSH operates a comprehensive event management and ticketing platform tailored for live experiences. Its white-label solution simplifies the event hosting process for nightlife curators by providing tools for marketing and customer management. The platform features automated SMS, email, and social media marketing capabilities, allowing hosts to efficiently reach their audience while concentrating on their brand and event production. Additionally, POSH includes a promoter management system, attendee segmentation, integrated customer relationship management, and artificial intelligence-driven ticket pricing, enabling clients to effectively organize and manage their events. This combination of features supports hosts in expanding their audience and enhancing the overall event experience.
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