Right Side Capital Management

Right Side Capital Management is a San Francisco based venture capital firm that backs early-stage technology startups with a focus on pre-seed rounds. It makes about 75-100 investments per year in capital-efficient companies seeking to reach product-market fit, typically in rounds of 50k to 500k and pre-money valuations of 1M to 3M. The firm pursues opportunities outside the San Francisco Bay Area and New York City, and it invests across the United States, Canada, Israel, Australia, New Zealand, and Western Europe, with a portfolio spanning many states and roughly two hundred prior investments since its early operations.

Kevin Dick

Managing Partner

John Eng

Principal

Dave Lambert

Managing Director

David Lambert

Founder and Managing Director

Jeff Pomeranz

Managing Director

Paul Swiencicki

Partner

Past deals in CRM

Cyft AI

Seed Round in 2024
Cyft AI specializes in productivity software for businesses, focusing on streamlining relationship management. Their key product automatically tracks and logs billable hours on a user's phone, eliminating manual entry and navigation. Additionally, their software offers a closed-loop feedback system, automating customer responses and integrating seamlessly into existing workflows, thereby reducing manual follow-ups.

dealpad

Seed Round in 2023
Dealpad is a developer of sales enablement software that streamlines the deal-making process for sellers and buyers. The platform centralizes communication, materials, and key stakeholders, facilitating collaboration throughout the sales journey. By offering insights into the buyer's journey and decision criteria, Dealpad enables businesses to enhance their sales strategies and optimize performance. With a focus on improving conversion rates, Dealpad supports companies in realizing the full potential of their sales efforts through a structured and organized approach.

Quickpage

Pre Seed Round in 2022
Quickpage specializes in a mobile sales application that facilitates video communication between sales teams and customers. It offers features such as video messaging, email integration, personalized content creation, and analytics tracking to enhance customer interaction and improve response rates.

Wellness Wins

Seed Round in 2022
Wellness Wins provides a customer relationship management system built for mental health therapists and wellness centers that operate private group practices and employ several therapists.

Scopify AI

Pre Seed Round in 2021
Scopify is a B2B platform that uses AI to find hot qualified leads scored with BANT (Budget, Authority, Need, Timeline). Book a demo with Scopify to find who is in market for your products and services and reach out to them with our email and linkeidn chatbots to book qualified meetings. Book demo here - https://scopify.ai/book-demo.html

CoreX

Convertible Note in 2021
CoreX offers a customer data hub platform that facilitates the integration, cleaning, and synchronization of customer data. The platform enables teams to connect their various tools without the need for coding, ensuring that all customer information is centralized and up-to-date. By streamlining data management, CoreX empowers organizations to maintain alignment across teams, thereby enhancing efficiency and collaboration.

OpenGTM

Convertible Note in 2021
OpenGTM is a developer of AI-powered revenue intelligence software that enhances the efficiency of sales and revenue operations. The company's advanced machine learning technology synthesizes data from customer relationship management (CRM) systems and go-to-market (GTM) tech stacks, allowing for a clearer understanding of customer personas and more accurate revenue forecasts. By delivering opportunity intelligence, OpenGTM's software helps organizations prioritize their efforts, guiding proposal, sales, and capture teams in pursuing the most promising opportunities while avoiding less favorable ones. This focus on optimizing resource allocation decisions supports businesses in maximizing their revenue potential and improving overall operational effectiveness.

DocQ

Venture Round in 2020
DocQ is a developer of document management software that streamlines the contract lifecycle process. The company's platform simplifies contract creation by auto-populating templates from various sources, such as customer databases and web forms, while securely managing digital signatures. Designed to enhance efficiency, DocQ enables organizations to automate the assembly of contracts, proposals, and quotes by integrating data from CRMs and ERPs. It supports remote collaboration, mimics essential business processes, and provides reminders for contract expiration, ensuring that critical deadlines are met. By offering these features, DocQ significantly improves contract lifecycle management, helping organizations achieve greater accuracy and increased revenues.

Basix Concepts

Convertible Note in 2020
Basix.ai is a Toronto-based company founded in 2017 that specializes in developing sales growth tools aimed at enhancing the effectiveness of sales teams. The company offers a platform designed to streamline sales conversations, reduce administrative tasks, and improve lead conversion rates. By leveraging technology, process optimization, and training, Basix.ai enables businesses to build larger sales pipelines and ultimately increase profitability. With a strong background in sales management, including incentive design and coaching, Basix.ai focuses on equipping sales teams with the resources they need to succeed in today's competitive sales environment.

BuyerSight

Pre Seed Round in 2019
BuyerSight is an AI and predictive analytics platform designed to enhance sales management for customer-facing teams. Headquartered in New York City, the company was founded by two Harvard classmates who possess a combined 24 years of experience in B2B sales and software development. The platform aggregates data from sales representatives' emails, calendars, and customer relationship management systems, utilizing artificial intelligence and natural language processing to generate actionable insights and recommendations for sales leaders. This enables managers to ensure quality control across teams, identify best practices, and engage in data-driven coaching to optimize commercial relationships.

Kylie.ai

Convertible Note in 2019
Kylie.ai, Inc. develops advanced consumer data analytics software aimed at automating customer care conversations. Founded in 2014 and based in San Francisco, California, the company employs artificial intelligence algorithms to interpret the context and sentiment of customer complaints. Its software monitors incoming communications to a company's help desk, generating automated responses that customer support agents can review and approve before sending. This solution significantly reduces the workload of support agents, allowing them to focus on more complex inquiries while relying on AI to predict customer needs and provide timely resolutions. Kylie.ai operates as a subsidiary of Directly Software, Inc.

PatientOne

Seed Round in 2019
PatientOne, Inc. is a healthcare technology company based in Missoula, Montana, established in 2018. It specializes in developing a platform aimed at enhancing the surgical episode of care and offering remote patient monitoring services to independent surgeons, surgery centers, and hospitals. The platform focuses on patient education, ensuring that individuals can make informed decisions about their care through accessible and comprehensive information. It provides automated notifications and reminders to help patients adhere to their care plans, while also enabling continuous communication between patients and their physicians. This connectivity minimizes risks, reduces communication errors, and lowers the chances of complications during the surgical process. Additionally, PatientOne supports healthcare providers by streamlining the use of electronic care coding for remote patient monitoring and chronic care management, which enhances patient safety and satisfaction.

Storii

Convertible Note in 2019
Storii develops a digital care management platform aimed at enhancing the quality of care in senior living environments, such as adult day care centers and assisted living facilities. The platform, known as StoriiCare, enables care staff to efficiently record and manage care activities, allowing for better oversight and reduced inefficiencies within the industry. Additionally, StoriiCare facilitates communication between care providers and families, enabling relatives to stay informed about their loved ones' lives and actively participate in their care. The platform also offers a unique feature that allows users to receive phone calls with curated questions about their lives, with responses automatically transcribed and stored in an online profile. This service can be accessed via any phone number, including landlines, and is available as a physical gift box, further promoting engagement and connection between caregivers and families.

Insycle

Pre Seed Round in 2018
Insycle is a data management company based in New York City, specializing in simplifying the organization and cleansing of data across multiple platforms. Its cloud-based platform provides a comprehensive solution for managing data from various sources, including popular services such as Salesforce, Marketo, Intercom, Zendesk, Hubspot, and Yext. The platform features task-oriented modules that allow users to update bulk records, merge duplicates, standardize fields, and resolve data inconsistencies. By aggregating data into a single interface, Insycle enables administrators and inbound marketers to maintain accurate and organized contact and company information, facilitating efficient data manipulation as needed.

Premo

Seed Round in 2018
Premo is a technology company based in Santa Monica, California, that focuses on enhancing the home purchasing process. Established in 2015, it offers a mobile and desktop application designed to connect realtors with clients effectively. The platform facilitates efficient client management for realtors, aiming to streamline communication and create a consistent, engaging experience for both buyers and sellers. By leveraging its technology, Premo seeks to save time and money for realtors while improving the overall home buying and selling experience.

Bitesize

Convertible Note in 2018
Bitesize, Inc. is a company that specializes in a two-way messaging platform designed to facilitate personal dialogue between brands and consumers. Founded in 2017 and based in the United States, the company utilizes artificial intelligence to enable rapid communication, allowing brands to send and receive messages efficiently while categorizing responses by context, keyword, and sentiment. Bitesize caters to various industries, including automotive, home services, healthcare, and entertainment. The platform empowers brands to engage in meaningful, interactive conversations with consumers, moving beyond traditional methods like personalized emails. By enabling genuine one-on-one interactions at scale, Bitesize aims to enhance customer relationships and drive sales for its clients.

4Degrees

Seed Round in 2018
4Degrees is a software company specializing in AI-enabled relationship management and intelligence solutions. It offers a CRM platform designed for industries focused on relationships, such as banking and commercial real estate.

PatientOne

Seed Round in 2018
PatientOne, Inc. is a healthcare technology company based in Missoula, Montana, established in 2018. It specializes in developing a platform aimed at enhancing the surgical episode of care and offering remote patient monitoring services to independent surgeons, surgery centers, and hospitals. The platform focuses on patient education, ensuring that individuals can make informed decisions about their care through accessible and comprehensive information. It provides automated notifications and reminders to help patients adhere to their care plans, while also enabling continuous communication between patients and their physicians. This connectivity minimizes risks, reduces communication errors, and lowers the chances of complications during the surgical process. Additionally, PatientOne supports healthcare providers by streamlining the use of electronic care coding for remote patient monitoring and chronic care management, which enhances patient safety and satisfaction.

Ziproots

Seed Round in 2018
ZipRoots is a company that offers an automated appreciation platform designed to enhance client relationships for business professionals, particularly in industries like real estate where referrals are crucial. The platform identifies promising clients and automatically recommends, procures, and distributes meaningful gifts and experiences. By focusing on building long-lasting relationships, ZipRoots enables its customers to increase client engagement and generate more referrals. The service not only facilitates the distribution of tokens of appreciation but also collects valuable analytics and provides notifications, ultimately helping professionals make a lasting impression on their clients and drive accelerated business growth.

Mergeable

Convertible Note in 2018
Mergeable is a company focused on enhancing organizational transparency and customer engagement through its innovative platform. The platform is designed to extract and analyze user data, providing insights that are valuable across all divisions of a business, whether in the cloud, on-site, or through various technologies such as SaaS and IoT. By facilitating better customer interactions, Mergeable aims to help organizations accelerate sales, improve customer experiences, and reduce churn through tailored account management strategies. The company fosters a culture of open communication and thoughtful discourse among its team members, reflecting its commitment to radical transparency both internally and externally.

MoData

Funding Round in 2017
MoData is a developer of a sales intelligence platform that supports B2B enterprise sales teams in planning effective sales strategies and managing their operations. The platform enhances transparency and prediction throughout the entire sales workflow, from lead generation to renewal. It offers a frictionless deployment experience and features out-of-the-box widgets that reveal historical sales trends and future forecasts. MoData's tools enable sales leaders, including VPs and heads of sales, to access actionable insights that drive revenue growth. By automatically integrating data from various pipeline tools and analyzing their impact, the platform empowers clients to make informed, data-driven business decisions, ultimately optimizing sales productivity and coaching efforts.

Roof AI

Convertible Note in 2017
Roof AI Inc. is a Montreal-based company founded in 2016 that specializes in an artificial intelligence-driven online messaging platform designed for the real estate sector. The platform facilitates real-time conversations between real estate organizations and their customers, enhancing customer engagement and personalizing the digital experience at scale. By automating interactions through various channels, including social media, websites, and text messages, Roof AI enables real estate brokers to convert leads efficiently. The technology helps reduce operational costs, standardize customer responses, and minimize response times, ultimately generating new revenue from existing customer relationships.

Semantica Labs

Convertible Note in 2017
Semantica Labs Inc. is a company that specializes in developing AI-based solutions for chat-based customer support platforms. Founded in 2017 and headquartered in Albany, New York, Semantica Labs focuses on enhancing customer interactions by enabling customer service representatives to prioritize critical tasks. The company's innovative system leverages artificial intelligence and deep learning technologies to predict potential responses, allowing agents to select the most appropriate reply with a single click. This approach aims to improve efficiency and response times in customer service, providing brands with the tools necessary to streamline their support operations and better serve their customers.

DirecTech Labs

Convertible Note in 2017
DirecTech Labs, Inc. is a technology company that specializes in artificial intelligence and machine learning solutions tailored for direct and social selling applications. Founded in 2016 and headquartered in Santa Monica, California, with additional offices in Noida and Bengaluru, India, the company develops a customer data analytics platform designed to enhance engagement and retention among micro-entrepreneurs globally. By utilizing advanced technologies such as predictive analytics, chatbots, and data analysis, DirecTech Labs interprets business insights from the data of its clients, providing actionable intelligence that drives increased engagement and retention in the direct selling sector.

Harbor Plan

Pre Seed Round in 2017
Harbor Plan is a company that has created an innovative sales intelligence and automation platform tailored for independent professionals such as financial advisors, accountants, and lawyers. Its primary focus is to streamline and enhance sales conversations by automating follow-ups through various channels, including text messages, voicemails, and phone calls, in addition to emails. Harbor Plan offers two specialized quizzes: the Financial Health Quiz, which assesses a prospect's financial situation and goals, and the Investor Personality Quiz, which provides deeper insights into an individual's investment behavior. These quizzes allow professionals to qualify potential clients more effectively than traditional methods, which typically rely on minimal information. The platform is designed to deliver enterprise-quality sales execution at a fraction of the cost, thereby enabling independent professionals to concentrate on managing their businesses while significantly improving sales conversion rates and client relationships.

Terrene

Pre Seed Round in 2017
Terrene Inc. is a Kitchener, Canada-based company that operates a charity management platform designed to facilitate communication between donors and recipients. The company focuses on simplifying the integration of artificial intelligence and machine learning into various organizational workflows. By offering an automated platform, Terrene significantly reduces the time required for companies to set up machine learning systems, cutting the average initial setup from six months to under five minutes and eliminating the need for ongoing maintenance. The platform automatically selects key features from connected datasets, trains models, and provides API endpoints for tasks such as classification, estimation, and clustering of new data points. This approach allows organizations to leverage predictive analytics and build their own machine learning systems without needing extensive programming knowledge.

Vitally

Pre Seed Round in 2017
Vitally, Inc. is a New York-based company that specializes in developing an analytics platform tailored for B2B SaaS businesses. Founded in 2017, Vitally's platform enables companies to monitor key product metrics essential for customer retention and assess the effectiveness of their post-sales processes. The platform integrates customer data to provide a comprehensive view of engagement metrics, which helps businesses establish health scores and notifications. Additionally, Vitally offers automation playbooks to streamline customer interactions and identifies opportunities or risks in customer relationships. By equipping organizations with insights into customer behavior, Vitally aims to enhance the overall customer experience and reduce churn.

Mediarails

Convertible Note in 2017
Mediarails Inc. is a software development company based in Bellevue, Washington, incorporated in 2016. It specializes in customer relationship management and growth solutions, particularly in the digital media sector. Mediarails provides a platform that facilitates the discovery and recruitment of new digital media partners while automating various tasks associated with managing these relationships. This enables users to efficiently engage with both large and small partners, enhancing their ability to run affiliate programs and influencer campaigns. By streamlining tedious processes, Mediarails allows businesses to focus on building and deepening partner relationships, ultimately driving revenue growth. The company operates as a subsidiary of Impact Tech, Inc. as of September 2018.

ARTERNAL

Convertible Note in 2017
ARTERNAL offers a customer relationship management software tailored for art galleries and museums. Founded in 2015, it provides a platform enabling users to store contact information, track sales activity, collect customer data, send individual previews, allocate staff and resources, and access services via web and smartphones.

Prospectify

Seed Round in 2017
Prospectify, Inc. is a data intelligence company based in Gilbert, Arizona, founded in 2016. The company operates an automated prospecting platform designed to assist sales teams in identifying and connecting with qualified leads to facilitate faster deal closures. Its platform integrates data search, enrichment, and verification systems, allowing users to build targeted lists and execute outreach campaigns efficiently. By automatically prospecting the best contacts for each account directly within customer relationship management systems, Prospectify eliminates the time spent on data tools, enabling sales teams to focus on generating leads and closing sales. As of August 2019, Prospectify operates as a subsidiary of AngelList LLC.

Attentive

Convertible Note in 2017
Attentive develops sales assistant software designed to enhance the sales process for users. Founded in 2014 and based in Braga, Portugal, the platform enables users to create and manage deals, monitor their status, and generate tasks efficiently. Attentive analyzes user activity and deals to provide insights that help close more transactions, identify deals that may impact performance, and determine optimal times to follow up on stagnant deals. By focusing on relevant key performance indicators, Attentive ensures that no deal is overlooked, maintaining an organized and streamlined sales pipeline. The software allows sales teams to operate smoothly and predictably, requiring minimal daily engagement to keep the revenue pipeline consistently updated.

The Wed Clique

Convertible Note in 2017
The Wed Clique is a pioneering digital showroom designed specifically for wedding professionals. The company offers a B2B e-commerce platform that allows vendors and venues to showcase their work, facilitating the discovery and booking of services by clients. Through its innovative platform, The Wed Clique enables wedding professionals to build networks, search for clients, and manage connections, thereby creating opportunities for referrals and collaborations. By providing premium portfolio tools and streamlining the booking process through connected styled shoots and one-click weddings, The Wed Clique enhances the visibility and accessibility of wedding services in the marketplace.

Hexa

Convertible Note in 2017
Hexa is a developer of an online sales platform that automates the routine tasks typically performed by sales representatives. By leveraging advanced technology, Hexa enhances the efficiency of sales processes, allowing for true personalization at scale. This automation not only improves the output of sales tools but also enables sales reps to concentrate on high-value deals, ultimately increasing overall productivity. Through its innovative approach, Hexa aims to transform the sales landscape by minimizing menial work and maximizing personal engagement in the sales process.

Automatter.Io

Convertible Note in 2017
Founded in 2016, Automatter.Io designs an AI-powered business management platform that collects real-time data for managing customers, employees, and orders. Its built-in AI, AIYA, automates customer service, order processing, and report generation.

Big Data for Humans

Convertible Note in 2016
Big Data for Humans Ltd. is a London-based company that specializes in developing a customer marketing platform tailored for supermarkets, fashion and luxury retailers, and airlines. Established in 2014, the company has created the world’s first automated customer insights engine, which leverages network analysis to provide actionable insights for business leaders, marketing teams, and data scientists. Its platform enables organizations to conduct personalized marketing campaigns, manage data more effectively, and optimize trading strategies across various channels. By democratizing customer insights, Big Data for Humans empowers businesses to better understand their customers and enhance revenue generation through targeted communication and tailored marketing efforts.

TrueCoach

Convertible Note in 2016
TrueCoach is an online coaching platform established in 2015 and headquartered in Boulder, Colorado. It provides fitness professionals with tools to create, deliver, and manage personalized coaching programs efficiently. By focusing on one-on-one coaching, TrueCoach allows trainers to move beyond generic programming, enabling them to tailor fitness plans to individual client needs. The platform integrates various functionalities, including client management, payment processing, and progress tracking, which helps coaches reduce administrative tasks and dedicate more time to their clients. TrueCoach aims to enhance the coaching experience while supporting fitness professionals in growing their businesses.

ConvertFlow

Convertible Note in 2016
ConvertFlow provides an on-site marketing automation platform that helps businesses convert website visitors into customers. The platform enables targeted calls-to-action, tags contacts, triggers actions, and shows CTAs that guide returning leads through the buying process. It captures, qualifies, and segments website leads and delivers personalized marketing messages across multiple channels by syncing with customer relationship management tools. The solution supports on-site retargeting and provides actionable insights to optimize conversions and drive revenue. ConvertFlow is based in Miami, Florida.

Chroma Signet

Seed Round in 2016
Chroma Signet is a Portland-based company that develops smart packaging solutions enabling brands to embed blockchain-based tokens into consumer goods. Its technology combines physical QR codes with digital smart contracts, allowing manufacturers to attach non‑fungible tokens and DAO tokens to products. The system serves as a loyalty platform that introduces consumers to blockchain, supports supply‑chain provenance, and facilitates brand‑customer engagement. The company also works in cannabis, crowdfunding, and fintech sectors.

Metadata

Seed Round in 2016
Metadata, Inc. develops a marketing data analytics platform designed to streamline demand generation for B2B enterprises. The platform supports scheduling campaign amplification to targeted audiences, provides full profile information for new signups, and auto-generates buyer and user personas while offering access to a database of prospects. It enables prospect segmentation by industry, job function, technology stack, and interests, and monitors signups to accelerate pipeline creation and marketing campaigns by applying automation data to targeted advertising. The company also integrates with marketing automation systems such as Salesforce to reduce manual tasks for marketers. Founded in 2015, Metadata, Inc. is headquartered in California. By compiling historical sales data, the platform creates profiles of ideal customers and orchestrates the acceleration of existing opportunities while targeting new accounts, helping B2B teams optimize demand generation and drive more predictable outcomes.

Quadient Accounts Receivable by YayPay

Convertible Note in 2016
YayPay Inc. develops a cloud-based accounts receivable management software that automates payment workflows for finance, credit, and collections teams. Founded in 2015 and headquartered in New York, the company offers a range of solutions including dashboards for automated collections, payment predictions, and payer trends, as well as integration with popular platforms like Oracle NetSuite, Sage Intacct, Acumatica, QuickBooks, and Salesforce. YayPay's software utilizes data science and machine learning to improve the credit to cash process, facilitating credit assessments, invoicing, collections management, online payment processing, and cash application. The company targets mid-market and enterprise customers across various sectors, including manufacturing, wholesale, software, and consulting. As a subsidiary of Quadient S.A., YayPay has additional offices in Kyiv, Ukraine, and London, United Kingdom.

Lifecycle

Convertible Note in 2016
Lifecycle is a customer engagement platform founded in 2015 and headquartered in San Francisco, California. The company specializes in creating intelligent communication solutions for businesses, enabling them to engage with customers through mobile messaging channels. Lifecycle's platform is designed for growth teams aiming to acquire, convert, and retain their initial customer base. It allows digital businesses to effectively test, measure, and send optimized messages tailored to individual users based on their interactions with web or mobile applications. By ensuring that the right content reaches the right users on the appropriate devices at the optimal time, Lifecycle enhances the overall customer experience and supports businesses in achieving their growth objectives.

Strobe Labs

Convertible Note in 2016
Strobe Labs is a marketing platform that provides venues and promoters with tools to enhance their understanding of fans and improve engagement strategies. The company has developed event marketing and venue management software that facilitates experience analytics, allowing users to gain real-time insights into shows and performance. This software assists event organizers in managing events, selling tickets, and optimizing customer spending, ultimately aiming to elevate the overall event experience for both organizers and attendees.

Validated

Convertible Note in 2016
Validated is a company that offers a mobile platform aimed at making transportation more affordable for consumers while simultaneously benefiting brick-and-mortar businesses. By partnering with property managers, parking operators, and transportation providers, Validated allows merchants to cover customers' transportation costs when they meet specified spending thresholds. This approach helps businesses increase customer traffic and enhance customer loyalty without any implementation costs or ongoing overhead. Additionally, the platform enables users to easily find shops and restaurants that participate in these validation programs, effectively reducing their travel and parking expenses. Validated serves as a modern alternative to traditional validation systems, providing a zero-risk solution for businesses looking to stimulate spending and improve customer satisfaction.

CarServ

Convertible Note in 2016
CarServ develops an automated communication and management platform for the automotive repair industry. Its platform enables businesses to streamline operations, engage customers effectively, and enhance customer retention rates.

ContextSmith

Seed Round in 2016
ContextSmith, Inc. is a technology company that specializes in customer intelligence software. Founded in 2015 and headquartered in Mountain View, California, the company offers a platform designed to centralize various customer interactions and convert them into a structured database, serving as a single source of truth about customers. This solution enhances collaboration among revenue teams by breaking down silos, enabling businesses to manage and grow enterprise accounts effectively. By leveraging comprehensive customer insights, ContextSmith aims to facilitate more effective sales strategies for both new and existing clients.

GymHit

Convertible Note in 2016
GYMHIT Inc. is a software development company that offers a comprehensive business management and marketing platform tailored for the fitness industry. Founded in 2015 and based in Sacramento, California, the company provides an integrated solution that encompasses communication, scheduling, billing, and marketing services. Its platform is designed to support a diverse clientele, including health clubs, personal trainers, nutritionists, martial arts studios, and other fitness facilities. With over 200 paying locations, GymHit aims to enhance business operations and profitability for its clients. The founders, possessing more than 20 years of experience in the fitness sector, envision expanding the platform to include certification agencies and supply chain logistics, thereby creating a vertically integrated ecosystem within the industry.

Metadata

Convertible Note in 2015
Metadata, Inc. develops a marketing data analytics platform designed to streamline demand generation for B2B enterprises. The platform supports scheduling campaign amplification to targeted audiences, provides full profile information for new signups, and auto-generates buyer and user personas while offering access to a database of prospects. It enables prospect segmentation by industry, job function, technology stack, and interests, and monitors signups to accelerate pipeline creation and marketing campaigns by applying automation data to targeted advertising. The company also integrates with marketing automation systems such as Salesforce to reduce manual tasks for marketers. Founded in 2015, Metadata, Inc. is headquartered in California. By compiling historical sales data, the platform creates profiles of ideal customers and orchestrates the acceleration of existing opportunities while targeting new accounts, helping B2B teams optimize demand generation and drive more predictable outcomes.

PetDesk

Seed Round in 2015
PetDesk is a SaaS appointment and reminder platform helping pet services providers grow their business by supplying their clients with a single app to manage their pet's lives. Vets, groomers, and boarders pay a monthly subscription fee to receive appointment requests and send automated reminders from their own branded experience on the PetDesk App. They see lowered office stress due to fewer calls in a day, higher profitability due to fewer no shows, and higher revenue due to more frequent return visits. Clients download the app and add all of their providers for easier access, managed scheduling, and a single source to track all of their pet's information. PetDesk is a product of Locai, a mobile software development company building big business enterprise solutions for small local business owners.

GlossGenius

Convertible Note in 2015
GlossGenius, Inc. is a New York-based company that specializes in developing online tools for beauty professionals. Founded in 2015, the company provides an automated personal assistant software that streamlines appointment management for users. Its platform allows beauty professionals to showcase their portfolios, send automatic appointment reminders, manage their schedules, and accept payments and deposits. Additionally, the software facilitates client engagement by tracking client histories and organizing personal calendars, while also offering analytics to assist in business development. By integrating marketing automation features, GlossGenius empowers beauty professionals and freelancers to efficiently manage and grow their businesses.

RankPeek

Convertible Note in 2015
RankPeek Inc. is a company that specializes in developing and operating a platform designed for monitoring and managing product reviews on various shopping websites. Founded in 2015 and headquartered in San Francisco, California, the platform allows users to track and respond to product reviews and ratings across multiple online retailers. It provides brands with actionable insights through analytics and sentiment analysis, equipping them with tools to interact with consumers, address queries, and acknowledge positive feedback. Additionally, RankPeek's platform features a dashboard for monitoring customer feedback and product performance, helping clients enhance their product ratings and overall reputation in the market.

Lifecycle

Seed Round in 2015
Lifecycle is a customer engagement platform founded in 2015 and headquartered in San Francisco, California. The company specializes in creating intelligent communication solutions for businesses, enabling them to engage with customers through mobile messaging channels. Lifecycle's platform is designed for growth teams aiming to acquire, convert, and retain their initial customer base. It allows digital businesses to effectively test, measure, and send optimized messages tailored to individual users based on their interactions with web or mobile applications. By ensuring that the right content reaches the right users on the appropriate devices at the optimal time, Lifecycle enhances the overall customer experience and supports businesses in achieving their growth objectives.

HYP3R

Convertible Note in 2015
HYP3R is a marketing platform specifically designed for the travel industry, focusing on the acquisition of high-value travelers. The company leverages location insights and real-time engagement to drive direct bookings at scale. By utilizing detailed analysis, HYP3R enables marketers to identify unique audiences and target them with timely, relevant campaigns, enhancing the effectiveness of customer relationship management. The platform aims to lower customer acquisition costs and improve return on advertising spend (ROAS) by providing geosocial marketing with greater context and relevance. Through strategic partnerships with its clients, HYP3R seeks to revolutionize how travel marketers engage with potential customers.

Reesio

Seed Round in 2015
Reesio is a San Francisco-based company founded in 2012 that addresses the challenges of inaccurate data in the residential real estate market. It provides a platform designed to streamline the real estate transaction process, allowing agents to manage property showings, offers, messages, and document storage efficiently. By leveraging its proprietary, up-to-the-minute residential property data, Reesio offers agents a productivity tool that enhances their ability to create accurate, searchable listings based on real-time transaction information. This focus on data ownership and accuracy sets Reesio apart in the real estate technology landscape.

My Dealer Service

Convertible Note in 2015
My Dealer Service Corp., also known as MODERN, specializes in developing automotive service management software designed to enhance communication and workflow for automotive service departments. The company offers MDS Notify, a web-based application that facilitates two-way text messaging between service departments and their customers, providing real-time updates on vehicle status throughout the repair process. In addition to improving customer engagement, the platform streamlines various aspects of repair order management and can seamlessly integrate with existing automotive repair management systems. Founded in 2013 and headquartered in Detroit, Michigan, My Dealer Service aims to elevate operational efficiency in automotive service centers while significantly enhancing the overall customer experience.

Betaout

Seed Round in 2015
Betaout is a developer of cloud-based platforms and tools that facilitate content production and customer intelligence. The company offers ContentCloud, a collaborative platform tailored for editorial publication houses, which streamlines the entire content production process from ideation and planning to distribution and analytics. Additionally, Betaout features a customer intelligence and marketing automation platform that provides businesses with an omnichannel marketing solution. This includes tools for email marketing, mobile push notifications, onsite marketing, SMS marketing, in-app engagement, and ad retargeting. By integrating these capabilities, Betaout enables businesses to enhance customer retention and achieve improved return on investment through personalized marketing campaigns.

GymHit

Convertible Note in 2015
GYMHIT Inc. is a software development company that offers a comprehensive business management and marketing platform tailored for the fitness industry. Founded in 2015 and based in Sacramento, California, the company provides an integrated solution that encompasses communication, scheduling, billing, and marketing services. Its platform is designed to support a diverse clientele, including health clubs, personal trainers, nutritionists, martial arts studios, and other fitness facilities. With over 200 paying locations, GymHit aims to enhance business operations and profitability for its clients. The founders, possessing more than 20 years of experience in the fitness sector, envision expanding the platform to include certification agencies and supply chain logistics, thereby creating a vertically integrated ecosystem within the industry.

RankPeek

Convertible Note in 2015
RankPeek Inc. is a company that specializes in developing and operating a platform designed for monitoring and managing product reviews on various shopping websites. Founded in 2015 and headquartered in San Francisco, California, the platform allows users to track and respond to product reviews and ratings across multiple online retailers. It provides brands with actionable insights through analytics and sentiment analysis, equipping them with tools to interact with consumers, address queries, and acknowledge positive feedback. Additionally, RankPeek's platform features a dashboard for monitoring customer feedback and product performance, helping clients enhance their product ratings and overall reputation in the market.

Gorgias

Pre Seed Round in 2015
Founded in 2015, Gorgias is a leading customer service platform designed specifically for e-commerce businesses. It offers cutting-edge automation and AI capabilities to deliver personalized support across multiple channels, including email, voice, SMS, live chat, and social media. With over 250 employees across eight global offices, Gorgias serves more than 12,000 merchants worldwide, including prominent brands like Steve Madden and Glossier.

DealSite

Convertible Note in 2015
DealSite is a software-as-a-service (SaaS) company that specializes in collaboration software tailored for transaction professionals within capital markets, law, commercial real estate, and related sectors. The company offers enterprise web and mobile applications that enhance contact management and streamline communication workflows. DealSite's software integrates with various email and customer relationship management applications, and it allows for connections with deal management and reporting tools through APIs. The client base primarily consists of investment banks, law firms, and commercial real estate investment firms. Originally incorporated as WorkingGroupLink in 2015, the company rebranded to DealSite in May 2018 and is based in San Mateo, California. As of July 2020, DealSite operates as a subsidiary of NetRoadshow, Inc.

TheGreatOut

Convertible Note in 2015
TheGreatOut is a digital performance platform dedicated to enhancing the marketing capabilities of businesses in the outdoor sector, including fishing, hunting, and adventure guiding. Based in Austin, Texas, the company provides a comprehensive suite of tools designed to streamline operations and improve customer engagement. Its offerings include outfitter websites, a Contact Manager Application for direct communication, and a Social Referral Tool for sharing trip photos with clients. Additionally, the platform features a Booking Calendar to manage client appointments and payments, an Email Engage Engine for marketing communications, and a Payment Engine for transaction processing. The Guide Manager Tool facilitates information sharing with guides, while the Tradeshow Application aids in lead capture. The Image Manager allows businesses to organize and share photos with customers effectively. Overall, TheGreatOut focuses on helping outdoor businesses generate leads, enhance customer loyalty, and efficiently manage their operations.

Trak.io

Convertible Note in 2015
Trak.io is a customer success platform for increasing revenue and reducing churn in subscription companies. By combining multiple data sources around how your customers engage with your product and brand, we can create a full 360-degree view of each customer, and automatically identify customers who are exhibiting signs of churn, even before they're thinking about churning. With this data, you can send automated emails directly within our platform (no other apps or software needed!) This makes it easy to prevent churn before it happens. Acquiring a new customer costs 7 times as much as retaining an existing one. Don't accept churn in your business. Be proactive, track your customers and act before they even know they were unhappy!

Flipcause

Seed Round in 2015
Flipcause, Inc. is a technology company that specializes in providing on-demand fundraising software for growing nonprofits. Founded in 2012 and based in San Francisco, California, Flipcause offers an integrated platform that includes tools for donation processing, event ticket sales, volunteer registration, and donor management, all accessible through a centralized dashboard. This user-friendly system allows nonprofits to easily customize their fundraising capabilities according to their specific needs without requiring technical expertise. Flipcause's services empower small and startup organizations to enhance supporter engagement and effectively manage their fundraising efforts while reducing operational costs. The company serves a diverse range of causes, including education, health, environment, and community service, catering to nonprofits, community organizations, and socially conscious businesses.

BentoBox

Convertible Note in 2015
BentoBox CMS Inc. is a New York-based company that specializes in developing a mobile operations platform tailored for restaurants. Founded in August 2013 by Krystle Mobayeni and Pierre Drescher, BentoBox automates various tasks for restaurants, including menu updates, social media management, private event promotions, and gift card sales. Its platform enhances the restaurant's online presence by offering features such as search engine optimization, social media and newsletter sign-up, and one-click reservations. By focusing on direct interactions between restaurants and their guests, BentoBox aims to eliminate reliance on third-party services, thereby allowing restaurants to drive high-margin revenue through their own websites. The company's tools are designed to improve operational efficiency while empowering restaurants to strengthen their customer relationships and maximize profits.

Knowtify.io

Convertible Note in 2015
Knowtify.io is a provider of mobile application tools focused on enhancing customer engagement for software and mobile app businesses. The company offers an engagement marketing platform designed to help marketers better understand their users, enabling them to develop scalable programs that drive user retention and reduce churn. By leveraging specific user insights, Knowtify.io aims to increase the Lifetime Value of users, which is critical for the success of any application. Their solutions equip businesses with the necessary resources to craft targeted engagement strategies that foster long-term relationships with customers.

RankPeek

Convertible Note in 2015
RankPeek Inc. is a company that specializes in developing and operating a platform designed for monitoring and managing product reviews on various shopping websites. Founded in 2015 and headquartered in San Francisco, California, the platform allows users to track and respond to product reviews and ratings across multiple online retailers. It provides brands with actionable insights through analytics and sentiment analysis, equipping them with tools to interact with consumers, address queries, and acknowledge positive feedback. Additionally, RankPeek's platform features a dashboard for monitoring customer feedback and product performance, helping clients enhance their product ratings and overall reputation in the market.

SherpaDesk

Convertible Note in 2015
SherpaDesk is a cloud hosted customer support solution that assists IT businesses in tracking client requests and invoicing time for professional services. SherpaDesk is the support application for organizations needing the ability to track multiple rate types across a broad customer base and then invoice for their time. Mobile device access and the ability to brand a customer portal make it the perfect small business solution to improve any IT support and billing processes.

Outro

Seed Round in 2014
Outro is a referral automation platform that helps organizations unlock the value of relationships by automating referrals and introductions for sales, recruiting, and partnerships. The platform identifies and connects employees, customers, advisors, partners, and others to new prospects within a company’s network and the broader Outro community. It uses a Triple Opt-in process in which the connector, the prospect, and the requested match pre-approve each introduction before it is made. Organizations create a Request specifying target introductions; the system surfaces matching Prospects for Connectors to approve, followed by the Prospect’s consent and the introduction. Key capabilities include unlimited user licenses, unlimited referrals within internal and extended networks, CRM integration, team management and reports, data import/export, and a built-in thank-you and rewards program. Use cases span lead generation, employee referrals, sales referrals, investor and advisor introductions, volunteer recruitment, and driving traffic to apps or websites.

redhotMAYO

Convertible Note in 2014
redhotMAYO, Inc. is a technology company based in Irvine, California, that offers cloud-based solutions specifically designed for sales professionals in the foodservice industry. Founded in 2007, redhotMAYO utilizes cloud, mobile, and big data technologies to address the unique challenges faced by foodservice sales teams. The company's software-as-a-service (SaaS) and mobile tools enhance sales effectiveness by providing actionable insights, helping distributors to optimize their sales strategies, and facilitating collaboration among sales personnel, management, customer service, and vendors. redhotMAYO has successfully managed over $13 billion in foodservice sales, supporting approximately 400,000 restaurants and partnering with notable industry leaders. Through its innovative platform, redhotMAYO aims to enhance sales performance and strengthen the relationships within the foodservice supply chain.

PocketSuite

Convertible Note in 2014
PocketSuite offers a mobile platform for independent professionals to manage their businesses efficiently. It facilitates appointment scheduling, client communication via text message, payment acceptance, and more, all integrated into a single app.

Bawte

Convertible Note in 2014
Bawte is a customer engagement platform that enables brands to connect with actual customers. They do this by enabling manufacturers to drive value back to their customers through proactive alerts, messaging and hard to find content.

Kapta

Seed Round in 2014
Kapta offers a cloud-based platform for enterprise key account management. Founded in 2011, it enables businesses to manage risk, measure customer satisfaction, and identify accounts requiring attention through automated alerts and customized action plans.

Praiseworthy

Convertible Note in 2013
Praiseworthy is a company specializing in customer experience management software that allows businesses to gather and analyze customer feedback regarding their employees. Upon completing a purchase at a Praiseworthy-enabled store, customers receive an SMS with a link to a brief survey to evaluate their interaction with the sales representative. This feedback is then accessible to both the representative and their manager through an intuitive dashboard, resembling a Yelp-like interface. Over the past three years, Praiseworthy has expanded its reach from 7 to over 1,300 stores across the United States, surveying more than 2 million customers annually. The platform not only facilitates individual employee reviews but also provides businesses with valuable data-driven insights, helping to enhance sales performance and foster employee development.

VetCloud

Seed Round in 2013
VetCloud Ltd is a UK-based technology company established in 2012, specializing in cloud-based veterinary practice management solutions. Their platform offers comprehensive features such as a patient timeline for record keeping, a shared calendar and whiteboard for team coordination, automated client communication via email and SMS, and integrated billing and insurance services. VetCloud caters to practices of varying sizes and specialties, from single practitioners to multisite hospital chains, and supports multiple animal species including companion animals, farm, equine, and referral practices. Additionally, they provide online training services, customer support, and modules tailored for other animal professionals like physiotherapists.

Embrace

Seed Round in 2013
For the average retailer, 50% of revenues and 80% of profits come from just 10% of the customer base. And this 10% values service and experience over anything else. We help retailers build authentic, long-term relationships with their most valuable customers by telling them when, why, and how to proactively reach out for personal conversations.

Fosbury

Seed Round in 2013
Fosbury is a privately held company based in The Netherlands, established in December 2012. It specializes in creating mobile promotions that enhance customer engagement and drive repeat business through mobile wallets. The company develops campaigns such as coupons, loyalty cards, and gift cards for platforms like Apple Passbook and Google Wallet, ensuring compatibility with a wide range of mobile devices. Fosbury's offerings include a mobile couponing application that allows users to design, manage, and distribute Passbook campaigns effectively. Additionally, the company provides tools for tracking campaign performance, user engagement, and pass updates, thereby enabling businesses to optimize their promotional strategies.

Hull

Convertible Note in 2013
Hull Inc. is a developer of a SaaS-based marketing platform designed to help brands engage and profile their customers effectively. Founded in 2013 and headquartered in Atlanta, Georgia, with an additional office in Paris, the company offers a solution that aggregates customer data from various channels, including email marketing, websites, and mobile applications, into unified consumer profiles. This integration allows businesses to synchronize their customer data seamlessly and enhance their marketing efforts without the need for extensive coding. Hull also operates as a Facebook marketing partner, simplifying the complexities of digital marketing and facilitating connections between brands and their customers through targeted marketing initiatives. By providing real-time data access, Hull empowers companies to create personalized customer experiences and gain valuable insights to drive growth.

OFunnel

Seed Round in 2013
For Businesses, OFunnel provides a way to tap into the networks of everyone in the organization--not just the sales team. With OFunnel, your sales team is able to spend more time gaining warm introductions and closing critical deals, and less time making cold calls.

Conspire

Convertible Note in 2013
Conspire tells you exactly how to get the best introduction to whoever you want to meet—a customer, employer or investor. By analyzing email data, we understand who knows each other and how well. We score each relationship to recognize the difference between a close colleague and someone you met at a conference for five minutes. With this understanding, Conspire finds the strongest path of connections in your extended network to any person or company you're interested in. Your network is bigger and more powerful than you think. Conspire unlocks it for you.

Conspire

Seed Round in 2013
Conspire tells you exactly how to get the best introduction to whoever you want to meet—a customer, employer or investor. By analyzing email data, we understand who knows each other and how well. We score each relationship to recognize the difference between a close colleague and someone you met at a conference for five minutes. With this understanding, Conspire finds the strongest path of connections in your extended network to any person or company you're interested in. Your network is bigger and more powerful than you think. Conspire unlocks it for you.

Apptentive

Seed Round in 2012
Apptentive, Inc. is a Seattle-based company that specializes in mobile customer engagement through its software platform, which enables businesses to listen to and interact with their customers effectively. Founded in 2011, Apptentive's platform integrates with thousands of mobile applications, allowing brands to capture actionable customer feedback and insights using in-app messages, surveys, ratings prompts, and analytics. The software is designed to engage user segments and enhance customer retention by understanding behavior and preferences. By facilitating proactive communication, Apptentive helps companies track customer sentiment, improve app ratings, and foster loyalty. Its client base includes well-known brands such as Buffalo Wild Wings, eBay, and Viacom, processing millions of customer interactions each month. Apptentive's capabilities empower businesses to create seamless customer experiences and validate product strategies effectively.

Linksy

Seed Round in 2012
Linksy is an online marketing platform that allows businesses to effectively communicate and promote their messages through social media channels. By providing a suite of marketing tools, Linksy facilitates connections between marketers, employees, customers, and fans, enabling them to share content seamlessly across various social networks. The company's focus is on empowering individuals to amplify brand messages and engage with wider audiences, ultimately enhancing marketing efforts and fostering stronger relationships within the digital landscape.

Tour

Tour is a virtual Sales Concierge for Property Managers.

Amoeba AI

Amoeba AI is a San Francisco-based company that offers an AI-powered data science platform. This platform is designed to help go-to-market teams, including marketing, sales, and finance, extract actionable insights from their data. Amoeba simplifies complex data and empowers teams to make informed decisions quickly and confidently. The company's platform combines advanced statistical modeling with conversational AI agents, guiding users to impactful insights and eliminating guesswork. Amoeba integrates with popular tech stacks like Salesforce and HubSpot, ensuring seamless user experience. It caters to mid-sized B2B SaaS businesses, helping them transition from being data-driven to insight-led.

Carde.io

Carde.io is a software development company specializing in gaming management solutions. It provides a platform for tabletop game publishers to build and maintain relationships with retailers and players, track game transitions, and enhance player engagement. The platform offers features such as a player reward store, community forums, event planning tools, marketing suite, and various reporting functionalities to help users increase player interaction and drive retail engagement.

Lolly.com

Lolly.com is created to assist marketers in leveraging creators on YouTube, TikTok, and Instagram to improve their online visibility. By harnessing the power of the creator economy, Lolly helps companies to grow quickly, with a database of over 70 million creator profiles that is expanding by 500,000 every day. Influencer marketing campaigns can be effectively created, managed, and optimized by users of the platform, which automates operations to minimize human labor. With the help of Lolly's solution, marketers can locate distinctive creators and handle all parts of a campaign—including creative solutions, CRM, and payments—in one location. Lolly's network of influencers is extensive.Furthermore, Lolly offers resources to improve brand graphics and centralize brand guidelines, making it easier to create scalable campaigns that improve performance across all platforms.

Nexuscale

Nexuscale is an autonomous single solution that handles the entire sales cycle—from lead discovery to deal closure.

Solisa AI

Solisa AI is build end-to-end AI lead generation systems for sales teams.

Home Spritz

Home Spritz is a home cleaning marketplace platform designed to connect homeowners with suitable cleaners. It addresses the challenges faced by both residential cleaners and homeowners by providing a centralized platform that manages payments, scheduling, communication, and quality control. For cleaners, Home Spritz offers additional support in building their client base, retaining customers, and focusing on their cleaning tasks through marketing, training, and customer service. For homeowners, the platform simplifies the process of finding reliable cleaners, selecting appropriate pricing, and ensuring high-quality service. Currently in its beta phase, Home Spritz is launching initially as a Calgary-based home cleaner with plans to expand to Edmonton, Toronto, Vancouver within two years, and into the US by year three.

Scalestack

Scalestack is an AI-powered platform that helps enterprise go-to-market (GTM) teams identify optimal targets for growth. It automates workflows, dynamically cleans and enriches data using customizable AI agents, providing better insights for targeting and prioritization. Scalestack serves large GTM teams, with customers including MongoDB, Redis, and Remote. It is SOC2 compliant and capable of handling any scale.

Top Stock

Top Stock is a company that specializes in providing tech-enabled retail services for outdoor and lifestyle brands. It offers a range of services, including product education, merchandising support, event management, and detailed reporting, all aimed at enhancing brand visibility and driving sales. The company employs on-the-ground tech reps who act as brand ambassadors, fostering connections between brands, communities, and local retailers. Top Stock's mission is to revolutionize the management of physical retail networks for these brands, ensuring effective brand representation and support at the retail level.

Grunt

Grunt helps dental practices reactivate patients automatically, saving time and reducing marketing costs.
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