Forum Ventures

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.

Gratis Intelligence is a company that operates a consumer sampling and engagement platform designed to facilitate revenue growth for brands. By integrating point-of-sale systems, payment technology, and industry expertise, the company enables brands to connect with consumers in meaningful and compliant ways. This approach allows businesses to enhance customer engagement and drive growth within various venues, ultimately supporting a more effective consumer experience and better brand interaction.

Vanik develops wholesale automation tools for e-commerce brands selling to retailers. Its platform helps consumer brands and online merchants automate repeat purchases and personalize reorder reminders, automate order fulfillment, and adjust pricing for wholesale products, while streamlining communication with retailers. This enables brands to reduce buyer friction, accelerate repeat purchases, and improve operational efficiency across direct-to-retail and business-to-business channels.

Surudo is a technology company that specializes in enhancing individual safety and wellbeing. It offers a platform that automates various aspects of the prospecting workflow, including lead filtering, research bot creation, account list optimization, and integration with existing processes. The platform also generates meeting plans and identifies key target buyers, aiming to boost productivity for go-to-market (GTM) teams.

Tunnel is a B2B service provider, creating text-based solutions for the customer support and contact center market with CRM. The technology can be used to enhance businesses through the use of mobile messaging on a simple web-based software with easy-to-use tools for SME and Enterprise customer call centers. Similar to legacy voice-based call centers, we offer all support and agent windows to enable direct agent communication with the end user in SMS/text format, the preferred method of communication in today’s generation. It has become easier than ever to communicate with your customers through the medium that your customers understand.

Waitify develops software to create transparent, scalable, and engaging waiting rooms for high-demand product launches and events. The platform emphasizes zero-configuration setup, flexible integration, SMS notifications, and device hand-off, while providing real-time analytics and consumer profiles. By organizing access and interactions around launches, it helps brands manage demand, improve user experience, and gather actionable insights.

Acquired in 2022. Most people make decisions about their business relationships using incomplete data, guessing whom to reach out to, or by trusting their instincts. Fathom interweaves your connections across all your communication platforms to automate your outreach workflow for sales, marketing, fundraising, and more.

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 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.

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 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.

Ascendo creates customer support software with the goal of enhancing the ways businesses offer customer service. Their software integrates with the current CRM, supports data, and ingests historical service data, responses, knowledgebases, and bug databases, transforming the data into a multidimensional adaptive schema, allowing clients to anticipate root causes, suggest the best alternative, and foresee future issues for even complex issues.

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.

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.

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.

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.

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.

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.

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.

Rollio is a developer of an online virtual AI assistant specifically designed to support sales and service teams. The assistant leverages voice commands along with natural language processing and artificial intelligence, which aids in the collection of client data. This functionality enhances workforce productivity by minimizing the time spent on data entry into customer relationship management systems. Additionally, Rollio's technology streamlines the onboarding process for new employees, making it easier for organizations to integrate team members and optimize operational efficiency.

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.

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 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.

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.

Acceleforce Inc. is a Washington, D.C.-based company that specializes in optimizing face-to-face interactions between sales forces and customers. The company offers a comprehensive platform designed to enhance sales performance by providing insights into successful sales strategies. Acceleforce's tools facilitate the management of sales calls and customer planning, enable the distribution of tailored sales presentations with training materials, and offer monitoring and training for continuous improvement. Additionally, the platform integrates with CRM systems to automate reporting and evaluates individual and team performance through analysis of sales interactions. With a focus on empowering sales teams with actionable data, Acceleforce aims to identify strengths and weaknesses, thereby driving overall sales effectiveness.

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.