OneVest Corporation is a financial technology company based in New York that focuses on connecting entrepreneurs, investors, advisors, and influencers within the entrepreneurship community. The company operates 1000 Angels, an exclusive investor network that enables members to build a venture portfolio from a curated selection of high-growth and early-stage investment opportunities without incurring management fees or large capital commitments. Additionally, OneVest runs CoFoundersLab, a matchmaking service designed to connect founders with cofounders, advisors, and interns, while collaborating with startup hubs like universities and accelerator programs to foster innovation. OneVest services a diverse clientele, including accredited investors, family offices, venture funds, and corporations. Originally established as Rock The Post, Inc. in 2011, the company rebranded to OneVest Corporation in July 2014.
Grand Central
Venture Round in 2024
Grand Central is a consulting company specializing in the sales field.
Second Front
Series C in 2024
Second Front Systems, Inc. is a technology company focused on enhancing government access to innovative, commercially developed technologies for national security applications. Founded in 2014 and headquartered in Arlington, Virginia, the company specializes in software solutions that facilitate the identification, assessment, and deployment of venture capital-backed technologies. Its primary product, Atlas Fulcrum, is a platform designed to streamline the discovery and engagement process for government users seeking advanced commercial technologies. Additionally, Second Front offers program management and system integration services to ensure the effective delivery of these technologies to military personnel. The company also operates the High Technology Council, an enterprise consortium that brings together key stakeholders to promote the application of venture-backed innovations in government-funded national security missions. With additional offices in Washington, D.C., and San Francisco, Second Front is positioned to transform how government entities access and utilize cutting-edge technology.
Uplimit is an education technology company dedicated to transforming how professionals and organizations develop skills for the future. Through its AI-powered platform, Uplimit offers innovative learning solutions that facilitate scalable skill development tailored to the demands of the modern workforce. The platform features live, small-group courses in machine learning and data science, delivered by top industry experts, allowing both employees and students to enhance their competencies. By fostering a supportive community and emphasizing accountability, Uplimit aims to accelerate career growth and ensure that individuals and organizations adapt effectively to an ever-evolving professional landscape.
Orion Global Solutions
Venture Round in 2024
Orion Global Solutions is a cloud advisory firm headquartered in New York, specializing in customized cloud-based CRM solutions, primarily focusing on the Salesforce platform. Founded in 2015, the company assists businesses across various sectors, including real estate, financial services, healthcare, life sciences, manufacturing, and consumer packaged goods, in selecting and implementing the most suitable cloud technologies. Orion Global's team applies extensive technical expertise and industry best practices to enhance customer success and maximize return on investment. As a certified Salesforce partner, the firm offers comprehensive services, including assessment, implementation, support, and education, ensuring that clients effectively leverage cloud solutions to connect with their customers in innovative ways. The passionate team at Orion Global is dedicated to delivering results that exceed customer expectations.
AutogenAI
Series B in 2023
AutogenAI specializes in advanced natural language processing solutions aimed at enhancing the creation of bid proposals for organizations. By leveraging artificial intelligence, the company streamlines the initial drafting process, allowing teams to concentrate on higher-level tasks. Its tools improve the quality and tone of written content by integrating the latest examples and case studies from various industries. This approach not only reduces the reliance on costly external bid writers and copywriters but also ensures consistency in messaging across all written communications. AutogenAI's innovative technology positions it as a valuable partner for companies seeking to optimize their bidding processes.
Uptima
Venture Round in 2022
Uptima is a consulting firm focused on helping businesses identify and generate revenue. The company provides a range of services, including advisory services, change management, managed services, data integration, Salesforce billing, manufacturing cloud solutions, and DocuSign contract lifecycle management and e-signature. By offering these services, Uptima enables companies to optimize their operations, enhance service delivery, and improve profitability.
Refundid
Seed Round in 2022
Refundid is a Sydney-based startup focused on addressing a significant challenge in e-commerce: the delay in processing refunds for returned products. The company has developed an instant refund platform designed to enhance the online shopping experience. This fintech service operates on a buy now, pay later model, allowing customers to receive immediate refunds upon returning items. By expediting the refund process, Refundid aims to boost customer confidence and loyalty while streamlining operations for retailers.
Primer
Venture Round in 2022
Primer is a business-to-business marketing platform that focuses on enhancing marketing technologies for companies. It offers services such as audience automation, LinkedIn automation, and marketing and sales automation. The platform enriches leads and matches them across different channels while orchestrating workflows to streamline marketing efforts. By connecting various applications and facilitating data movement, Primer enables coordinated multichannel campaigns. Additionally, it assists in mapping a lead's identity across multiple marketing channels, providing sales personnel with accurate contact information to improve lead conversion rates and maximize advertising efficiency.
Qualified
Series C in 2022
Qualified.com, Inc. specializes in a conversational marketing platform designed to enhance engagement with potential customers. The platform alerts sales teams when qualified leads visit their websites, enabling immediate interaction through chat, voice calls, and screen sharing. Tailored for companies utilizing Salesforce, Qualified empowers enterprise sales and marketing teams to convert their corporate websites into effective sales tools, thereby optimizing their sales pipelines. By providing a comprehensive view of website visitors and equipping businesses with the necessary tools to identify target buyers, Qualified facilitates real-time conversations that can significantly drive sales growth. The company, based in San Francisco, California, was formerly known as FATBEAR LABS Inc. and rebranded in January 2019.
Qodek
Pre Seed Round in 2022
Qodek is a technology company that specializes in marketing automation. It offers a platform designed to enhance customer relationship management and streamline contact outreach processes. The platform provides custom integrations to extract relevant data, simplify marketing tasks, and optimize workflows. Services range from web scraping to CRM enhancement and account mapping, helping clients save time and increase efficiency. Led by expert engineers, Qodek is committed to simplifying marketing processes for its clients.
Troops
Acquisition in 2022
Troops is a developer of a revenue communications platform that enhances sales velocity, forecast accuracy, visibility, and collaboration for sales teams. The platform integrates with Salesforce to provide real-time transparency around sales data and operates as a Slackbot, enabling users to configure reports, communicate deal wins, and access information on both standard and custom Salesforce objects. By employing artificial intelligence, Troops allows users to create customizable notifications, view, and update data across various applications. This functionality helps sales teams receive actionable pipeline alerts and increases their overall sales activity.
Miro is a visual collaboration platform founded in 2011, co-headquartered in San Francisco and Amsterdam. It is designed to facilitate creativity and innovation among diverse teams by providing an infinite canvas for engaging workshops, meetings, and brainstorming sessions. The platform enables professionals, including managers, designers, and marketers, to collaborate simultaneously and securely on a single digital whiteboard, allowing for the attachment of various files such as PDFs, videos, and shared documents. Miro serves over 50 million users globally, including 99% of the Fortune 100, and employs more than 1,500 staff across 12 hubs worldwide.
Ureeka, Inc. is a company that has developed an online platform aimed at supporting small and medium-sized businesses (SMBs) through mentorship and guidance. Founded in 2018 and based in Hillsborough, California, Ureeka connects SMBs with mentors, coaches, specialists, partners, and investors, providing access to valuable expertise necessary for business growth. The platform fosters a collaborative community where underrepresented entrepreneurs can share best practices and access resources tailored to their needs. Ureeka also offers tools to assess and optimize marketing strategies, helping businesses identify opportunities for customer acquisition and expansion. Through its comprehensive approach, Ureeka empowers entrepreneurs to scale their operations and achieve economic success for themselves and their communities.
Leapwork A/S is a Denmark-based company specializing in automation solutions that streamline repetitive processes across various industries. Established in 2015 and headquartered in Frederiksberg, Leapwork offers a no-code visual automation platform designed for both business and technical users. This platform facilitates a range of automation capabilities, including software testing, robotic process automation, and application performance monitoring, catering to sectors such as finance, aerospace, and government. Leapwork's user-friendly interface allows enterprises to implement and scale automation efficiently, thereby enhancing productivity while reducing costs and risks. The company serves over 400 global clients, including prominent organizations like NASA, PayPal, and Daimler, and maintains additional offices in key locations such as London, San Francisco, Minsk, and Gurugram.
Qualified
Series B in 2021
Qualified.com, Inc. specializes in a conversational marketing platform designed to enhance engagement with potential customers. The platform alerts sales teams when qualified leads visit their websites, enabling immediate interaction through chat, voice calls, and screen sharing. Tailored for companies utilizing Salesforce, Qualified empowers enterprise sales and marketing teams to convert their corporate websites into effective sales tools, thereby optimizing their sales pipelines. By providing a comprehensive view of website visitors and equipping businesses with the necessary tools to identify target buyers, Qualified facilitates real-time conversations that can significantly drive sales growth. The company, based in San Francisco, California, was formerly known as FATBEAR LABS Inc. and rebranded in January 2019.
Beryl 8 Plus
Venture Round in 2021
Beryl8 is a prominent Salesforce Platinum Partner based in Asia, specializing in end-to-end solutions that extend beyond customer relationship management (CRM) to encompass comprehensive digital transformation. The company offers strategic consulting, design, and installation of software aimed at enhancing client operations and customer engagement. Beryl8's services are organized into two main segments: Strategy & Technology Consulting and Technology Support Services. By focusing on the unique needs of each client, Beryl8 aims to deliver tailored solutions that create sustainable value and foster competitive advantages in an evolving business landscape. Their expertise allows businesses to gain a 360-degree view of their customers, turning routine activities into opportunities and enabling clients to achieve peak performance.
Apisero
Seed Round in 2020
Apisero, Inc., headquartered in Chandler, Arizona, is a technology consulting firm specializing in solutions built on the MuleSoft and Salesforce platforms. Founded in 2016, the company provides a comprehensive range of services, including application development, system integration, training and certification, connector development, and advisory services. It caters to various industries such as retail, healthcare, financial services, travel, manufacturing, transportation, and higher education, both in the United States and internationally. As a Premier MuleSoft Consulting Partner, Apisero focuses on API-led connectivity and enterprise integration, aiming to help clients navigate digital transformation and enhance operational efficiency. The company's certified consultants are dedicated to delivering innovative, mission-critical solutions while fostering long-term relationships with clients to ensure their evolving needs are met.
Qualified
Series A in 2020
Qualified.com, Inc. specializes in a conversational marketing platform designed to enhance engagement with potential customers. The platform alerts sales teams when qualified leads visit their websites, enabling immediate interaction through chat, voice calls, and screen sharing. Tailored for companies utilizing Salesforce, Qualified empowers enterprise sales and marketing teams to convert their corporate websites into effective sales tools, thereby optimizing their sales pipelines. By providing a comprehensive view of website visitors and equipping businesses with the necessary tools to identify target buyers, Qualified facilitates real-time conversations that can significantly drive sales growth. The company, based in San Francisco, California, was formerly known as FATBEAR LABS Inc. and rebranded in January 2019.
Coastal Cloud
Venture Round in 2020
Coastal Cloud LLC is an information technology consulting firm headquartered in Palm Coast, Florida, with additional offices in Louisville, Kentucky, and Denver, Colorado. Founded in 2012, the company specializes in providing consulting, implementation, and managed services across various industries, including healthcare, public sector, manufacturing, nonprofit, education, telecommunications, high technology, and financial services. Coastal Cloud is recognized as the only platinum Salesforce consulting partner based in Florida, leveraging its expertise in Force.com and Salesforce.org to help clients transition from outdated systems to more flexible and cost-effective solutions. The firm offers a comprehensive range of services, including strategy and design, development, integration, migration, user training, and ongoing support. Coastal Cloud also has strategic partnerships with leading technology providers such as Salesforce, Tableau, Formstack, Nintex, and Avalara, enabling it to deliver tailored solutions that enhance enterprise operations and improve overall client effectiveness through cloud computing technologies.
Ureeka
Venture Round in 2020
Ureeka, Inc. is a company that has developed an online platform aimed at supporting small and medium-sized businesses (SMBs) through mentorship and guidance. Founded in 2018 and based in Hillsborough, California, Ureeka connects SMBs with mentors, coaches, specialists, partners, and investors, providing access to valuable expertise necessary for business growth. The platform fosters a collaborative community where underrepresented entrepreneurs can share best practices and access resources tailored to their needs. Ureeka also offers tools to assess and optimize marketing strategies, helping businesses identify opportunities for customer acquisition and expansion. Through its comprehensive approach, Ureeka empowers entrepreneurs to scale their operations and achieve economic success for themselves and their communities.
The CMO Club
Acquisition in 2020
The CMO Club is a marketing leadership community based in New York, dedicated to fostering innovation and dialogue among chief marketing officers across the United States. Its mission is to create an exclusive environment where CMOs can engage in meaningful face-to-face interactions, share diverse experiences, and address common challenges. The organization facilitates valuable exchanges of ideas and insights through local dinners, which are integral to its tradition, and a dedicated online platform that supports ongoing networking and communication. Additionally, the CMO Club offers resources such as a mobile app, vendor recommendations, and events like the spring innovation and inspiration summit, all designed to empower its members and enhance their effectiveness as marketing leaders.
i2Max is a company that specializes in cloud consulting services, offering a comprehensive platform designed to enhance various aspects of business operations. The platform includes tools for sales management, marketing management, service management, pipeline management, customer management, and customer experience management. By leveraging advanced cloud services, i2Max helps clients streamline their processes and improve efficiency, ultimately fostering business growth. The company's focus on community and sales services further supports its clients in navigating the complexities of the cloud landscape effectively.
Catalant is a Boston-based software company that specializes in strategy execution solutions for global enterprises. Founded in 2013, the company's platform enables businesses to break down strategic objectives, access and deploy resources, collaborate, measure value, and improve processes. Catalant's network comprises over 65,000 experts and 1,000 firms, serving more than 30% of the Fortune 100. Additionally, Catalant offers a platform that connects private equity firms with business professionals.
Zennify
Venture Round in 2019
Zennify, LLC is a business and IT consultancy firm based in Meridian, Idaho, specializing in Salesforce-centric solutions. Founded in 2013, the company, formerly known as SaaSfocus LLC, has established itself as a trusted partner for businesses seeking to navigate complex technological challenges. Zennify offers a range of services that include implementation, complex integrations, training, and ongoing platform support. The firm's approach combines the resources and expertise typical of larger firms with personalized attention, ensuring that client needs are met with precision and care. Zennify has a proven track record of delivering results across various sectors, including banking and digital marketing, and is recognized for its commitment to client satisfaction, boasting a 4.8 out of 5 customer satisfaction rating. Additionally, the company is dedicated to community engagement, allocating a portion of its resources to support societal initiatives. With deep industry knowledge and a proactive partnership approach, Zennify continues to drive innovation and success for its clients.
Valiant is an online marketplace for business loans based in Surry Hills, Australia, founded in 2015. The company specializes in connecting small business owners and their advisers with various lenders, leveraging proprietary technology to streamline the search for financing options. Valiant's platform allows users to compare loan products, rates, terms, and fees, ensuring they can find the most suitable funding solutions. The company's mission is to simplify the loan selection process and empower small businesses to access timely and affordable financing.
Tenfold is a technology company that specializes in enhancing customer service interactions by providing real-time access to comprehensive customer information during phone conversations. Its software integrates with existing CRM and phone systems to create a unified view of customer data across sales, service, and marketing channels. This integration empowers businesses to respond promptly and effectively, fostering better engagement and consistent customer experiences. By leveraging voice technology and intelligent data management, Tenfold aims to improve customer conversations, ultimately contributing to enhanced customer satisfaction and business growth.
Qualified
Seed Round in 2019
Qualified.com, Inc. specializes in a conversational marketing platform designed to enhance engagement with potential customers. The platform alerts sales teams when qualified leads visit their websites, enabling immediate interaction through chat, voice calls, and screen sharing. Tailored for companies utilizing Salesforce, Qualified empowers enterprise sales and marketing teams to convert their corporate websites into effective sales tools, thereby optimizing their sales pipelines. By providing a comprehensive view of website visitors and equipping businesses with the necessary tools to identify target buyers, Qualified facilitates real-time conversations that can significantly drive sales growth. The company, based in San Francisco, California, was formerly known as FATBEAR LABS Inc. and rebranded in January 2019.
Blend is a digital lending platform based in San Francisco, California, founded in 2012 by Erin Collard, Eugene Marinelli, Nima Ghamsari, and Rosco Hill. The company provides a cloud-based software solution that simplifies the application process for mortgages, consumer loans, and deposit accounts. By optimizing the customer journey, Blend enables financial institutions to enhance their services from application to closing. Its platform is utilized by over 285 leading banks, including Wells Fargo and U.S. Bank, facilitating the processing of more than $4 billion in loans daily. The company's offerings include a suite of products that streamline the entire origination process and a Title segment designed to improve the title, settlement, and closing procedures for various mortgage-related products. Blend's focus is on helping lenders acquire more customers, increase productivity, and strengthen customer relationships.
Sign In Enterprise
Series A in 2019
Traction Guest Inc. specializes in a cloud-based visitor management system that helps enterprises enhance their visitor experiences while improving security. Founded in 2015 and headquartered in Burnaby, Canada, the company offers a highly customizable platform that allows organizations to tailor sign-in processes according to their specific needs. This system serves a diverse range of industries, including offices, events, field services, recreation centers, research facilities, and manufacturing sites. Key features include a central administration platform, instant legal document signing, automatic badge printing, and integration with Salesforce. Traction Guest's solutions are utilized by leading global brands, empowering them to create safe, secure, and efficient on-site experiences for both employees and visitors.
roundCorner
Acquisition in 2019
roundCorner, Inc. is a provider of cloud-based enterprise donor management solutions tailored for nonprofit organizations, public media, and higher education institutions. Founded in 2009 and headquartered in Berkeley, California, with additional offices in Cambridge, Massachusetts, and New York, New York, the company specializes in developing software that enhances constituent relationship management and marketing automation. Its primary offerings include roundCause, which supports board management, major gifts, and event management; roundData, an integrated data warehouse for data migration and analytics; and fullCircle, which encompasses various systems and services aimed at organizational advancement. roundCorner is recognized as the premier solution partner for Salesforce.org, emphasizing its commitment to delivering efficient and impactful CRM solutions that facilitate fundraising and grants management for its clients.
Tenfold is a technology company that specializes in enhancing customer service interactions by providing real-time access to comprehensive customer information during phone conversations. Its software integrates with existing CRM and phone systems to create a unified view of customer data across sales, service, and marketing channels. This integration empowers businesses to respond promptly and effectively, fostering better engagement and consistent customer experiences. By leveraging voice technology and intelligent data management, Tenfold aims to improve customer conversations, ultimately contributing to enhanced customer satisfaction and business growth.
4C Consulting
Series A in 2018
4C Consulting is a management consultancy firm specializing in customized solutions for marketing, sales, and customer service. As a Platinum Salesforce partner, the company excels in integrating Salesforce with various cloud applications, offering expertise across customer 360, e-commerce, quote to cash, and DocuSign's Agreement Cloud. 4C Consulting is dedicated to fostering client success by thoroughly understanding clients' challenges and building long-term relationships. The firm focuses on designing, consulting, implementing, and supporting Salesforce services and solutions, aiming to help businesses create intelligent, omnichannel platforms that enhance customer-centric experiences.
Torchlite
Seed Round in 2018
Torchlite Technologies Inc., established in 2015, is a technology company based in Indianapolis, Indiana. It specializes in providing a comprehensive, user-friendly platform for B2B SaaS companies to manage and engage with their partners throughout the entire lifecycle, from enablement and certification to marketing collaboration, deal registration, and co-selling. The platform also facilitates revenue growth by connecting businesses with referral partners, VARs, agencies, and independent consultants through a marketplace.
Sign In Enterprise
Venture Round in 2018
Traction Guest Inc. specializes in a cloud-based visitor management system that helps enterprises enhance their visitor experiences while improving security. Founded in 2015 and headquartered in Burnaby, Canada, the company offers a highly customizable platform that allows organizations to tailor sign-in processes according to their specific needs. This system serves a diverse range of industries, including offices, events, field services, recreation centers, research facilities, and manufacturing sites. Key features include a central administration platform, instant legal document signing, automatic badge printing, and integration with Salesforce. Traction Guest's solutions are utilized by leading global brands, empowering them to create safe, secure, and efficient on-site experiences for both employees and visitors.
CloudCraze
Acquisition in 2018
CloudCraze, established in 2009 and headquartered in Chicago, Illinois, specializes in enterprise-level B2B and B2C e-commerce solutions. It develops and delivers these solutions natively on the Salesforce cloud platform, enabling businesses to rapidly deploy mobile-ready storefronts, generate online revenues, and engage customers across commerce, content, and community. CloudCraze's platform seamlessly integrates e-commerce with customer relationship management (CRM), providing a 360-degree view of the customer and facilitating data and process sharing within a single Salesforce instance. It operates as a subsidiary of Salesforce.com, Inc., and is a Platinum Salesforce ISV Partner, serving prominent clients such as Coca-Cola, Avid, and L'Oréal.
Devenson SAS, founded in 2010 and based in Boulogne-Billancourt, France, is a digital services company specializing in customer relationship management (CRM) and digital transformation. The company offers consulting and implementation services for CRM software and marketing automation solutions, such as Pardot. Additionally, Devenson provides integration services for third-party applications and web services. By leveraging their expertise in sales, marketing, and customer support, Devenson designs tailored solutions that enhance clients’ operational performance and competitive advantage. As a subsidiary of Viseo Business Solutions, Devenson is committed to delivering innovative and effective strategies to meet the diverse needs of their customers.
HeyWire
Acquisition in 2016
HeyWire is a company based in Cambridge, Massachusetts, that specializes in providing a LiveText messaging channel, catering to the communication needs of modern customers and businesses. It offers award-winning solutions that integrate with Salesforce, allowing companies to enhance customer satisfaction and reduce operational costs by enabling conversational text messaging through existing phone numbers. HeyWire's full-stack messaging cloud solution supports various mobile messaging formats, including SMS, and has successfully delivered over 8 billion messages to date. By facilitating seamless connections between consumers and brands, HeyWire empowers businesses to engage with customers effectively across multiple platforms, including SMS, Facebook, Twitter, and other instant messaging services.
Implisit
Acquisition in 2016
Implisit is a company that enhances sales team efficiency by providing data-entry automation services and intelligent insights through its innovative platform. By integrating with existing customer relationship management (CRM) systems, Implisit captures and analyzes communication from emails, calendars, and CRM records. This technology generates actionable insights and timely alerts, enabling sales representatives to focus on critical tasks that drive revenue. Additionally, Implisit ensures that CRM data remains accurate and up-to-date, allowing managers to have confidence in the information at their disposal. Through its advanced algorithms, the company introduces an intelligence layer that not only automates data entry but also delivers valuable insights for improved sales performance.
Wrap Media, LLC, established in 2013 and headquartered in Larkspur, California, specializes in mobile engagement technology. The company's core business is a mobile-first storytelling and commerce platform, offering app-like experiences through the web. Wrap's technology enables brands, publishers, and digital businesses to create engaging, portable content and commerce solutions without the need for app downloads. Its SaaS platform and unique authoring tools facilitate the creation of new business models, fostering deeper customer relationships and driving revenue growth. Wrap operates as a subsidiary of DXC Technology Company.
Invoca, Inc. is a company that specializes in AI-powered call tracking and analytics, providing marketers with tools for campaign attribution and actionable insights from inbound phone calls. Its platform offers capabilities for measuring, automating, and optimizing inbound calls, allowing users to gain real-time intelligence about callers and analyze conversation content. The suite includes features such as call and voice analytics to optimize the customer journey, a real-time engagement engine for automating customer experiences, and an integration hub that connects call intelligence with various marketing and sales applications. Invoca's product offerings include a voice marketing cloud, a machine learning algorithm for analyzing caller intent, and tailored solutions for platforms like AdWords and Salesforce. Founded in 2007 and previously known as RingRevenue, Invoca is headquartered in Santa Barbara, California, with additional offices in San Francisco and Denver. The company serves a wide range of sectors, including consumer, business-to-business, and performance marketing, and is recognized for enabling brands to enhance customer interactions and drive revenue growth through actionable conversation insights.
Kenandy, Inc. is a provider of cloud-based enterprise resource planning (ERP) solutions, designed to automate and streamline business processes for mid-sized companies both in the United States and internationally. Founded in 2010 and headquartered in Redwood City, California, with additional offices in Chicago, Boston, and Newport Beach, Kenandy offers an ERP application built on the Salesforce platform. This application allows organizations to customize their ERP systems to align with existing business processes, facilitating functions such as order-to-cash, procure-to-pay, planning and production, and global financials. Kenandy differentiates itself from traditional ERP systems by providing a flexible, end-to-end solution with a focus on innovation and growth for its clients. The company also offers implementation and customer support services to enhance user experience. As of January 2018, Kenandy operates as a subsidiary of The Danville Group, Inc.
YOUR SL
Acquisition in 2016
YOUR SL GmbH, established in 2007 with headquarters in Berlin, Germany, specializes in consulting services for large-scale enterprises. It offers Salesforce integration services, including CRM consulting, mobile and social CRM solutions, implementation, project management, training, support, and process optimization. Additionally, the company provides strategy consulting services such as management consulting, IT management, transformation consulting, workshops, proofs of concept, workflow definition, and ROI/TCO studies. YOUR SL also offers practical product solutions for mobility, project management, resource management, finances, machine-to-machine communication, and cloud-based SaaS/PaaS solutions. As of February 2016, the company operates as a subsidiary of Salesforce.com, Inc., with an additional office in Munich.
Bizer
Venture Round in 2015
Bizer, headquartered in Tokyo, Japan, specializes in streamlining back-office operations for small businesses. It offers a cloud-based platform that automates the generation of necessary documents and forms for tax and legal advisory services, facilitating smoother interactions with government agencies.
Wrap Media, LLC, established in 2013 and headquartered in Larkspur, California, specializes in mobile engagement technology. The company's core business is a mobile-first storytelling and commerce platform, offering app-like experiences through the web. Wrap's technology enables brands, publishers, and digital businesses to create engaging, portable content and commerce solutions without the need for app downloads. Its SaaS platform and unique authoring tools facilitate the creation of new business models, fostering deeper customer relationships and driving revenue growth. Wrap operates as a subsidiary of DXC Technology Company.
ÄKTA is a digital experience and engagement consultancy that works with leading global brands and emerging growth companies to discover new opportunities, define intelligent user experiences, design innovative digital services and bring successful products and applications to market.
Velory operates a digitalization platform that facilitates connections between digital brands and small to medium-sized businesses. The company leverages machine learning to provide tailored digital solutions and serves as a distribution partner, ensuring that the identified solutions integrate smoothly. By offering an on-demand direct sales force that can be activated globally, Velory accelerates the growth of innovative digital services, empowering businesses to enhance their operations and development.
Kerensen Consulting
Acquisition in 2015
Kerensen Consulting is a business-oriented consulting firm that specializes in addressing complex business challenges and technological issues on both national and international scales. The company offers a range of services, including management consulting, business solutions, and technology services, designed to help organizations navigate and manage their operational complexities effectively. By leveraging its expertise, Kerensen Consulting aids clients in optimizing their business processes and implementing innovative solutions tailored to their specific needs.
PersistIQ
Seed Round in 2015
PersistIQ is a sales outreach platform that streamlines prospecting and enhances sales communication through automation. It enables sales teams to efficiently manage their outreach efforts by automating tasks such as email outreach, follow-ups, and calls. The platform allows users to find prospect emails and personalize their communication, which helps in booking more meetings. By unifying various sales workflows into a single, user-friendly interface, PersistIQ effectively reduces the sales cycle duration. Its software also syncs emails to eliminate duplicates, ensuring that marketing campaigns are more targeted and efficient. As a result, PersistIQ is utilized by numerous sales teams seeking to optimize their outbound sales efforts.
Speakeasy
Series A in 2015
Speakeasy Tech, Inc. is a San Francisco-based company that specializes in mobile conferencing application software designed to enhance communication and collaboration for businesses. Founded in 2014, the platform provides an intuitive solution for online meetings, enabling users to connect effectively with customers and colleagues. Key features include automatic meeting summaries that track attendance, participation, and call duration, as well as notifications for attendees running late. Speakeasy's technology aims to transform traditional conference call experiences into engaging interactions, ultimately helping businesses increase productivity and strengthen relationships. The application also integrates with customer relationship management systems, assisting users in identifying next steps to drive sales.
Kapost is a software company specializing in content marketing solutions for businesses. Its platform facilitates the entire content marketing process, from ideation to analytics, helping companies generate more traffic and leads. Kapost serves prominent brands such as Eloqua, Marketo, AT&T, and Intel. Additionally, it publishes The Content Marketeer, an educational blog for marketers.
YOUR SL GmbH, established in 2007 with headquarters in Berlin, Germany, specializes in consulting services for large-scale enterprises. It offers Salesforce integration services, including CRM consulting, mobile and social CRM solutions, implementation, project management, training, support, and process optimization. Additionally, the company provides strategy consulting services such as management consulting, IT management, transformation consulting, workshops, proofs of concept, workflow definition, and ROI/TCO studies. YOUR SL also offers practical product solutions for mobility, project management, resource management, finances, machine-to-machine communication, and cloud-based SaaS/PaaS solutions. As of February 2016, the company operates as a subsidiary of Salesforce.com, Inc., with an additional office in Munich.
Invoca, Inc. is a company that specializes in AI-powered call tracking and analytics, providing marketers with tools for campaign attribution and actionable insights from inbound phone calls. Its platform offers capabilities for measuring, automating, and optimizing inbound calls, allowing users to gain real-time intelligence about callers and analyze conversation content. The suite includes features such as call and voice analytics to optimize the customer journey, a real-time engagement engine for automating customer experiences, and an integration hub that connects call intelligence with various marketing and sales applications. Invoca's product offerings include a voice marketing cloud, a machine learning algorithm for analyzing caller intent, and tailored solutions for platforms like AdWords and Salesforce. Founded in 2007 and previously known as RingRevenue, Invoca is headquartered in Santa Barbara, California, with additional offices in San Francisco and Denver. The company serves a wide range of sectors, including consumer, business-to-business, and performance marketing, and is recognized for enabling brands to enhance customer interactions and drive revenue growth through actionable conversation insights.
roundCorner
Series A in 2013
roundCorner, Inc. is a provider of cloud-based enterprise donor management solutions tailored for nonprofit organizations, public media, and higher education institutions. Founded in 2009 and headquartered in Berkeley, California, with additional offices in Cambridge, Massachusetts, and New York, New York, the company specializes in developing software that enhances constituent relationship management and marketing automation. Its primary offerings include roundCause, which supports board management, major gifts, and event management; roundData, an integrated data warehouse for data migration and analytics; and fullCircle, which encompasses various systems and services aimed at organizational advancement. roundCorner is recognized as the premier solution partner for Salesforce.org, emphasizing its commitment to delivering efficient and impactful CRM solutions that facilitate fundraising and grants management for its clients.
Kenandy, Inc. is a provider of cloud-based enterprise resource planning (ERP) solutions, designed to automate and streamline business processes for mid-sized companies both in the United States and internationally. Founded in 2010 and headquartered in Redwood City, California, with additional offices in Chicago, Boston, and Newport Beach, Kenandy offers an ERP application built on the Salesforce platform. This application allows organizations to customize their ERP systems to align with existing business processes, facilitating functions such as order-to-cash, procure-to-pay, planning and production, and global financials. Kenandy differentiates itself from traditional ERP systems by providing a flexible, end-to-end solution with a focus on innovation and growth for its clients. The company also offers implementation and customer support services to enhance user experience. As of January 2018, Kenandy operates as a subsidiary of The Danville Group, Inc.
Discoverly
Seed Round in 2013
Discoverly, Inc. is a software company based in San Francisco, California, founded in 2012. It specializes in a tool that integrates with Gmail, allowing users to view the social accounts and updates of their email recipients in an accessible sidebar. The application facilitates the exploration of social data by providing insights from various social profiles, including details about mutual connections and recent activities. Designed for both personal and professional networking, Discoverly’s platform supports users in identifying opportunities within their networks. Additionally, the company offers premium services tailored for employers, recruiters, and businesses, enhancing their ability to leverage social connections effectively.
Magnet 360
Series B in 2013
Magnet 360, LLC is a consulting firm specializing in Salesforce multi-cloud implementation strategies and services. Founded in 2004 and headquartered in Minneapolis, Minnesota, the company also has offices in New York, Chicago, and Los Angeles. Magnet 360 focuses on assessing the go-to-market goals of organizations and offers expertise in areas such as marketing automation, community cloud solutions, and engagement strategies. The firm serves a diverse clientele that includes Fortune 500 companies across various sectors, including finance, healthcare, hospitality, manufacturing, technology, and retail. As a partner in Salesforce consulting and implementation, Magnet 360 integrates multiple marketing disciplines to enhance client engagement and drive positive outcomes. The company operates as a subsidiary of MindTree Limited.
BigMachines
Venture Round in 2012
BigMachines is a leading provider of cloud-based software solutions designed to enhance B2B sales processes. The company specializes in product configuration, pricing, quoting, and proposal generation, enabling sales teams to streamline their operations from opportunity to order. Its award-winning applications facilitate quick product configuration, effective management of complex pricing, and the generation of legal contracts, making it easier for sales professionals to close deals. BigMachines serves a diverse range of industries, including software, high-tech, manufacturing, medical devices, and financial services. The company's offerings are characterized by their integration capabilities with major CRM and ERP systems, such as those from Salesforce, Oracle, Microsoft, and SAP. BigMachines boasts a rapidly expanding customer base that includes prominent global organizations and innovative growth companies, further solidifying its position as a key player in the sales technology market.
Appirio Inc. is a cloud services provider that specializes in helping enterprises leverage cloud applications and platforms to enhance their operations. Founded in 2006 and headquartered in San Francisco, California, with an additional office in Porto, Portugal, Appirio offers a comprehensive suite of services, including strategy, implementation, integration, and development. The company also features unique tools such as Cloud Metrics for benchmarking enterprise cloud initiatives, CloudFactor for integrating salesforce.com data with Google Apps, and Cloud Sync for unified contact and calendar management. With a team of nearly 500 experts and access to a global community of over 70,000 cloud developers, Appirio has partnered with notable organizations like the City of Los Angeles, Facebook, and Home Depot. The company's innovative approach and technology-enabled professional services have garnered recognition from various industry leaders and institutions. Appirio's mission is to accelerate the cloud-powered business, enabling clients to achieve tangible results through effective use of cloud technology.
Etherios
Seed Round in 2012
Etherios is a consulting firm specializing in delivering cloud-based customer relationship management (CRM) solutions built on the Salesforce platform. Founded in 2008 and based in Dallas, Texas, Etherios develops a cloud computing platform that supports system integration, training, and custom application development. The company offers a device cloud platform enabling users to connect devices with open APIs and provides tools for building Internet of Things (IoT) solutions and promoting business intelligence through data visualization. Additionally, Etherios offers advisory services, IoT solutions, mobile application development, and wireless design services across various industries in the United States and internationally. The company has strategic partnerships with major technology firms and was acquired by West Monroe Partners in 2015, becoming part of their CRM practice.
YOUR SL GmbH, established in 2007 with headquarters in Berlin, Germany, specializes in consulting services for large-scale enterprises. It offers Salesforce integration services, including CRM consulting, mobile and social CRM solutions, implementation, project management, training, support, and process optimization. Additionally, the company provides strategy consulting services such as management consulting, IT management, transformation consulting, workshops, proofs of concept, workflow definition, and ROI/TCO studies. YOUR SL also offers practical product solutions for mobility, project management, resource management, finances, machine-to-machine communication, and cloud-based SaaS/PaaS solutions. As of February 2016, the company operates as a subsidiary of Salesforce.com, Inc., with an additional office in Munich.
Shanon
Corporate Round in 2011
Shanon Inc. is a Tokyo-based company that specializes in cloud-based marketing solutions designed to enhance strategic communication and streamline marketing operations. Founded in 2000, Shanon offers a range of services, including marketing automation, event marketing, and seminar marketing. The company also provides consulting and outsourcing services tailored to various industries, such as finance, manufacturing, software, construction, real estate, information and communication, advertising, media, and trading. By focusing on integrated data management and automation, Shanon aims to improve efficiency for its clients in managing their marketing efforts.
Model Metrics
Acquisition in 2011
Model Metrics is a provider of transformative cloud solutions specializing in Software-as-a-Service and Platform-as-a-Service. The company focuses on mobile and contact center innovation, helping businesses enhance their Customer Resource Management processes. Additionally, Model Metrics offers training services centered on Salesforce, catering to the growing demands of cloud computing networks. By leveraging social and mobile technologies, the company aims to deliver effective solutions that enable businesses to achieve their objectives and stay competitive in the evolving digital landscape.
Desk.com
Acquisition in 2011
Desk.com is an online customer service software and support ticket help desk application designed for small businesses and rapidly growing companies. Founded in 2009 and based in San Francisco, California, it provides a multi-channel support platform that facilitates communication through email, social media, chat, discussion boards, and phone support. The company offers a self-service portal that includes support articles, community-driven questions and answers, and a personalized dashboard for tracking interactions. Additionally, Desk.com features configurable widgets to showcase relevant content and updates. As a subsidiary of Salesforce.com, it aims to enhance customer support experiences by equipping businesses with essential collaboration tools and a mobile application to address customer inquiries effectively.
Kenandy, Inc. is a provider of cloud-based enterprise resource planning (ERP) solutions, designed to automate and streamline business processes for mid-sized companies both in the United States and internationally. Founded in 2010 and headquartered in Redwood City, California, with additional offices in Chicago, Boston, and Newport Beach, Kenandy offers an ERP application built on the Salesforce platform. This application allows organizations to customize their ERP systems to align with existing business processes, facilitating functions such as order-to-cash, procure-to-pay, planning and production, and global financials. Kenandy differentiates itself from traditional ERP systems by providing a flexible, end-to-end solution with a focus on innovation and growth for its clients. The company also offers implementation and customer support services to enhance user experience. As of January 2018, Kenandy operates as a subsidiary of The Danville Group, Inc.
Navajo Systems
Acquisition in 2011
Navajo Systems specializes in data security and encryption software for businesses, drawing inspiration from historical methods used by the United States Marine Corps during World War II. During the war, the Marines enlisted members of the Navajo tribe to develop a secure communication system, leveraging their unique language to encode messages. This innovative approach to secure communications has influenced Navajo Systems' technology, which aims to provide robust solutions for safeguarding sensitive information in a corporate environment. The company was acquired by Salesforce.com in August 2011, further enhancing its capabilities in the field of data security.
Saaspoint
Series A in 2011
Saaspoint Limited is a cloud computing consulting and software as a service (SaaS) applications company based in London, United Kingdom. Founded in 2005, the company provides a range of services including deployment and integration of cloud computing projects, data capture, standard processes, sales methodologies, reporting and analysis, customer service and support, and software development. Saaspoint also offers business transformation solutions such as strategic reviews, product/service selection, program and project management, business process analysis, problem and change management. Additionally, the company develops specialized applications like Mobile Field Scheduler for real-time scheduling of field operatives and TimeTrack PSA for managing staff time and expenses on projects. With operations in the United Kingdom, mainland Europe, and North America, Saaspoint has offices in London, Dublin, Stockholm, and Denver.
ASTADIA
Debt Financing in 2011
Astadia, Inc. is a global consulting and technology services firm based in Jacksonville, Florida, with additional locations in North America, Europe, and Asia. Founded in 1986, the company specializes in providing application solutions, digital marketing services, and IT modernization. Its offerings encompass .NET and Java development, mobile applications, business intelligence, and GIS development, as well as digital marketing strategies, including SEO, social media management, and responsive design. Astadia also focuses on support solutions such as business process outsourcing and service management consulting. Additionally, it offers Salesforce solutions, including business process optimization and application configuration. By prioritizing an understanding of client needs and fostering genuine partnerships, Astadia aims to deliver effective cloud solutions and systems integration that drive business outcomes and modernize legacy systems for its clients.
Magnet 360
Series A in 2011
Magnet 360, LLC is a consulting firm specializing in Salesforce multi-cloud implementation strategies and services. Founded in 2004 and headquartered in Minneapolis, Minnesota, the company also has offices in New York, Chicago, and Los Angeles. Magnet 360 focuses on assessing the go-to-market goals of organizations and offers expertise in areas such as marketing automation, community cloud solutions, and engagement strategies. The firm serves a diverse clientele that includes Fortune 500 companies across various sectors, including finance, healthcare, hospitality, manufacturing, technology, and retail. As a partner in Salesforce consulting and implementation, Magnet 360 integrates multiple marketing disciplines to enhance client engagement and drive positive outcomes. The company operates as a subsidiary of MindTree Limited.
Manymoon
Acquisition in 2011
Manymoon is a free social productivity application designed to facilitate online collaboration and task management. It is utilized by tens of thousands of businesses to organize group projects, conversations, tasks, and documents, making it a versatile tool suitable for various objectives, such as launching new products, planning events, or coordinating construction projects. The application is user-friendly, requiring no training or setup, which allows anyone to use it easily. Manymoon supports collaboration both within organizations and with external parties, as it operates online and only requires an internet connection. It has gained recognition as a leading application in the Google Apps Marketplace.
Desk.com is an online customer service software and support ticket help desk application designed for small businesses and rapidly growing companies. Founded in 2009 and based in San Francisco, California, it provides a multi-channel support platform that facilitates communication through email, social media, chat, discussion boards, and phone support. The company offers a self-service portal that includes support articles, community-driven questions and answers, and a personalized dashboard for tracking interactions. Additionally, Desk.com features configurable widgets to showcase relevant content and updates. As a subsidiary of Salesforce.com, it aims to enhance customer support experiences by equipping businesses with essential collaboration tools and a mobile application to address customer inquiries effectively.
CRM Manager
Series A in 2010
CRM Manager, LLC is a prominent provider of Salesforce cloud application implementation, integration, and customization services based in Malvern, Pennsylvania, with additional offices in New York, Philadelphia, and Pittsburgh. Founded in 2005, the company specializes in delivering a range of solutions, including business design, data migration, technical training, and cloud analytics. CRM Manager serves a diverse clientele across various sectors, including financial services, healthcare, nonprofit, manufacturing, technology, and education. The company is recognized for its customer satisfaction and is staffed by a team of 100% Salesforce certified consultants, who focus exclusively on Salesforce, Insidesales.com, and AppExchange solutions. With over 1,500 successful implementations, CRM Manager has established itself as a trusted partner for small to enterprise-level businesses seeking to enhance their customer management capabilities. As of December 2017, CRM Manager operates as a subsidiary of Simplus.
Astadia, Inc. is a global consulting and technology services firm based in Jacksonville, Florida, with additional locations in North America, Europe, and Asia. Founded in 1986, the company specializes in providing application solutions, digital marketing services, and IT modernization. Its offerings encompass .NET and Java development, mobile applications, business intelligence, and GIS development, as well as digital marketing strategies, including SEO, social media management, and responsive design. Astadia also focuses on support solutions such as business process outsourcing and service management consulting. Additionally, it offers Salesforce solutions, including business process optimization and application configuration. By prioritizing an understanding of client needs and fostering genuine partnerships, Astadia aims to deliver effective cloud solutions and systems integration that drive business outcomes and modernize legacy systems for its clients.
Appirio Inc. is a cloud services provider that specializes in helping enterprises leverage cloud applications and platforms to enhance their operations. Founded in 2006 and headquartered in San Francisco, California, with an additional office in Porto, Portugal, Appirio offers a comprehensive suite of services, including strategy, implementation, integration, and development. The company also features unique tools such as Cloud Metrics for benchmarking enterprise cloud initiatives, CloudFactor for integrating salesforce.com data with Google Apps, and Cloud Sync for unified contact and calendar management. With a team of nearly 500 experts and access to a global community of over 70,000 cloud developers, Appirio has partnered with notable organizations like the City of Los Angeles, Facebook, and Home Depot. The company's innovative approach and technology-enabled professional services have garnered recognition from various industry leaders and institutions. Appirio's mission is to accelerate the cloud-powered business, enabling clients to achieve tangible results through effective use of cloud technology.
Model Metrics
Series A in 2008
Model Metrics is a provider of transformative cloud solutions specializing in Software-as-a-Service and Platform-as-a-Service. The company focuses on mobile and contact center innovation, helping businesses enhance their Customer Resource Management processes. Additionally, Model Metrics offers training services centered on Salesforce, catering to the growing demands of cloud computing networks. By leveraging social and mobile technologies, the company aims to deliver effective solutions that enable businesses to achieve their objectives and stay competitive in the evolving digital landscape.
Appirio Inc. is a cloud services provider that specializes in helping enterprises leverage cloud applications and platforms to enhance their operations. Founded in 2006 and headquartered in San Francisco, California, with an additional office in Porto, Portugal, Appirio offers a comprehensive suite of services, including strategy, implementation, integration, and development. The company also features unique tools such as Cloud Metrics for benchmarking enterprise cloud initiatives, CloudFactor for integrating salesforce.com data with Google Apps, and Cloud Sync for unified contact and calendar management. With a team of nearly 500 experts and access to a global community of over 70,000 cloud developers, Appirio has partnered with notable organizations like the City of Los Angeles, Facebook, and Home Depot. The company's innovative approach and technology-enabled professional services have garnered recognition from various industry leaders and institutions. Appirio's mission is to accelerate the cloud-powered business, enabling clients to achieve tangible results through effective use of cloud technology.
Astadia, Inc. is a global consulting and technology services firm based in Jacksonville, Florida, with additional locations in North America, Europe, and Asia. Founded in 1986, the company specializes in providing application solutions, digital marketing services, and IT modernization. Its offerings encompass .NET and Java development, mobile applications, business intelligence, and GIS development, as well as digital marketing strategies, including SEO, social media management, and responsive design. Astadia also focuses on support solutions such as business process outsourcing and service management consulting. Additionally, it offers Salesforce solutions, including business process optimization and application configuration. By prioritizing an understanding of client needs and fostering genuine partnerships, Astadia aims to deliver effective cloud solutions and systems integration that drive business outcomes and modernize legacy systems for its clients.
Latern is a customer engagement automation platform to optimize upsell opportunities.