Forum Ventures

Forum Ventures, founded in 2014 and based in New York, is a prominent early-stage investment firm dedicated to supporting B2B SaaS startups. The company operates with a mission to simplify and enhance the journey for early-stage founders by offering pre-seed and seed-stage funding, along with comprehensive programming and resources. Its pre-seed initiative, Forum For Founders, provides $100,000 in funding alongside an intensive 15-week program that includes mentorship, events, and personalized guidance focused on market entry and fundraising strategies. Additionally, Forum Ventures' seed fund invests in outstanding SaaS companies both from its pre-seed program and the broader market. With a portfolio of over 250 companies, Forum Ventures has facilitated connections to prominent venture capital firms, helping its founders secure significant follow-on investments.

Bocar Dia

Partner

Nick Mehta

General Partner

James Murphy

General Partner

Past deals in Sales Automation

Scalestack

Seed Round in 2024
Scalestack is an AI-driven platform designed to enhance go-to-market (GTM) strategies for larger sales teams. It offers scalable and automated workflows that clean, enrich, and prioritize data, utilizing customizable AI agents to deliver actionable insights for targeting and account prioritization. The platform integrates seamlessly with existing CRM systems and workflows, empowering sales teams to improve their prospecting efforts and accelerate business growth. Scalestack serves notable clients, including MongoDB and Redis, and is recognized for its SOC2 compliance, ensuring robust data security. This innovative approach has garnered positive feedback from industry leaders, highlighting its significant impact on revenue generation.

Vanik

Pre Seed Round in 2024
Helps brands selling to retailers automate repeat purchases, driving loyalty at scale

Arcade

Pre Seed Round in 2023
Arcade Solutions, Inc. specializes in workforce engagement solutions, primarily through its platform known as Arcade. This software is designed for sales teams and aims to enhance performance and employee retention by gamifying goals. Arcade offers a comprehensive suite of features that includes rewards, recognition, contests, communication, and staff training. By facilitating streamlined communication and providing gamified incentives, the platform boosts employee productivity and engagement. Founded in 2016 and headquartered in Dallas, Texas, with an additional office in Melbourne, Australia, Arcade serves a diverse range of customers across various industries, catering to both small and large teams worldwide.

Lang.ai

Series A in 2022
Lang.ai is a language understanding platform that automates the processing and analysis of unstructured text from customer interactions. Founded in 2012 and headquartered in Madrid, Spain, with additional offices in the United States and Mexico, the company utilizes artificial intelligence to enhance support conversations. Its technology allows users to automatically tag and categorize customer interactions, enabling the identification of patterns within their data. The platform features capabilities such as intent customization, real-time self-supervised classification, and algorithmic preprocessing, which facilitate tokenization, lemmatization, and intent induction. By streamlining these processes, Lang.ai helps businesses optimize costs and improve efficiency in managing customer communications.

Fathom

Pre Seed Round in 2021
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.

Lang.ai

Seed Round in 2021
Lang.ai is a language understanding platform that automates the processing and analysis of unstructured text from customer interactions. Founded in 2012 and headquartered in Madrid, Spain, with additional offices in the United States and Mexico, the company utilizes artificial intelligence to enhance support conversations. Its technology allows users to automatically tag and categorize customer interactions, enabling the identification of patterns within their data. The platform features capabilities such as intent customization, real-time self-supervised classification, and algorithmic preprocessing, which facilitate tokenization, lemmatization, and intent induction. By streamlining these processes, Lang.ai helps businesses optimize costs and improve efficiency in managing customer communications.

Maxia

Pre Seed Round in 2021
Maxia is a research and development company specializing in the autonomous assembly and optimization of machine learning models, particularly for time series data. The company offers a cloud-based platform that focuses on predictive marketing and sales analytics. Its services include predictive modeling, artificial intelligence, data analytics, and advanced modeling, which help businesses identify potential customers and analyze behavioral patterns. Features such as lead scoring, churn prediction, and insights into high-value prospects empower companies to optimize their marketing strategies and enhance decision-making processes. Additionally, Maxia supports data pipelines, cloud compute metrics, exploratory data analysis, and ML model experimentation, contributing to a comprehensive understanding of market dynamics.

OpenGTM

Convertible Note in 2021
OpenGTM specializes in developing AI-powered revenue intelligence software that enhances the efficiency of sales and marketing teams. By synthesizing data from customer relationship management (CRM) systems and go-to-market (GTM) technology stacks, the software provides a clear understanding of customer personas and accurate revenue predictions. It prioritizes opportunities, enabling teams such as sales, capture, and revenue operations to focus on the most promising prospects while optimizing resource allocation. Through this advanced machine learning approach, OpenGTM aims to improve decision-making processes and drive overall business success.

XILO

Pre Seed Round in 2020
XILO is a workflow automation platform tailored for traditional insurance agencies and companies. It enhances the integration of online and offline customer experiences while automating back-office tasks. By connecting various insurance systems, such as agency management software and raters, XILO enables independent insurance agencies to convert potential customers into clients more effectively. The platform reduces the need for repetitive data entry, allowing insurance agents to operate more efficiently and remain competitive in a rapidly evolving market.

CFO2

Convertible Note in 2020
CFO2 is a business intelligence software company headquartered in Toronto, Canada, that specializes in serving multi-unit restaurant operators. Its software transforms restaurant data into visual representations, allowing users to identify trends, outliers, and actionable insights. By helping clients uncover upselling opportunities and make informed product recommendations, CFO2 enhances operational efficiency, optimizes labor scheduling, and reduces food costs. The platform also provides real-time transparency into sales and operations, which aids in loss prevention and critical business decision-making. Catering to establishments ranging from five to five hundred locations, CFO2 enables its users to significantly improve their bottom line through data-driven strategies.

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.

BurnRate

Convertible Note in 2020
BurnRate operates a business optimization platform that helps companies enhance their scaling processes. The platform integrates revenue, headcount, and demand planning into a cohesive tool, providing clarity for optimizing marketing, sales, and customer success efforts. It allows investors, founders, and sales leaders to design effective revenue and capacity plans while maintaining agility in their operations. By enabling users to plan for multiple scenarios without the pitfalls of traditional spreadsheets, BurnRate supports businesses in streamlining their growth strategies and achieving success more efficiently.

BuyerSight

Pre Seed Round in 2019
BuyerSight is an AI and predictive analytics platform designed to enhance the effectiveness of sales managers overseeing customer-facing teams. By collecting data from sales representatives' emails, calendars, and CRM systems, the platform utilizes artificial intelligence and natural language processing to deliver actionable insights and recommendations. This enables sales leaders to maintain quality control, identify best practices, and engage in data-driven coaching. Founded by two Harvard classmates with extensive experience in B2B sales and software, BuyerSight is headquartered in New York City and aims to optimize commercial relationships through its innovative analytics solutions.

Ascendo

Pre Seed Round in 2019
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.

Sparkir

Pre Seed Round in 2019
Sparkir is a digital platform designed to support equipment suppliers and small business owners in managing their operations. The platform serves as a central management portal that facilitates the tracking of sales and workforce management. With features such as real-time reporting and seamless integration, Sparkir enables users to efficiently manage their business activities. Additionally, the platform offers dedicated support to ensure that users can operate their businesses effectively.

ExecVision

Pre Seed Round in 2018
ExecVision Inc. operates a conversation intelligence platform specifically designed for enhancing coaching within organizations. Founded in 2005 and based in Arlington, Virginia, the company utilizes artificial intelligence to analyze customer-facing conversations, extracting actionable insights that help improve performance and drive revenue. By transcribing and examining conversations, ExecVision identifies key moments and contextual elements, allowing managers to discern effective strategies and differentiate high performers from others. In addition to its platform, ExecVision, through its brand Vorsight, offers sales effectiveness training and consulting services, focusing on areas such as tactical sales, prospecting, and inside sales consulting. This combination of technology and specialized training enables organizations to efficiently coach their teams and close the insights-to-performance gap.

People Data Labs

Series A in 2018
People Data Labs specializes in providing high-quality B2B data for developers, engineers, and data scientists. With a robust database of 3 billion accurate records, the company enables clients to create and enhance person profiles, enrich existing data, and support predictive modeling and artificial intelligence applications. Their platform serves various sectors, including sales and marketing, investment research, fraud detection, and talent acquisition, ensuring that clients can build and scale innovative, data-driven products effectively. By acting as a reliable data partner, People Data Labs supports both enterprise and startup clients in achieving greater efficiency and success in their data-enabled initiatives.

Insycle

Pre Seed Round in 2018
Insycle is a New York City-based company that specializes in data management through its cloud-based platform. The company aims to simplify the organization, cleansing, and updating of data across various platforms, including Salesforce, Marketo, Intercom, Zendesk, HubSpot, and Yext. Its platform offers task-oriented modules that enable users to manage bulk records, merge duplicates, standardize fields, and resolve data inconsistencies. By aggregating data from multiple sources into a single interface, Insycle provides tools for admins and inbound marketers to maintain accurate and organized contacts and company information, allowing for efficient manipulation and analysis as needed.

Rainmakers

Convertible Note in 2017
Rainmakers is a specialized recruiting platform designed to facilitate the hiring of top sales talent. The platform connects sales candidates with organizations, allowing candidates to showcase their skills and sales achievements. Companies can then bid for these candidates, fostering a competitive environment that helps both parties find the best match. Through this innovative approach, Rainmakers aims to streamline the hiring process and enhance the quality of sales recruitment.

Lightning AI

Convertible Note in 2017
Lightning AI operates an online marketing platform designed to identify target audiences for digital advertising. The platform leverages artificial intelligence to automate and optimize key processes, including bidding, audience expansion, and re-targeting, which helps businesses achieve their marketing objectives. By streamlining these functions, Lightning AI enables marketers to lower customer acquisition costs while allowing them to concentrate on developing creative and engaging marketing campaigns.

Orbirental

Convertible Note in 2017
Orbirental is an online platform designed to streamline the vacation rental booking process for property owners and agencies. It offers a user-friendly interface that simplifies management tasks while significantly reducing operational costs compared to more complex software solutions. The platform features a sales-centric pipeline and a robust automation engine, enhancing lead-to-booking conversion rates and ultimately boosting rental revenues. By providing technical integrations and supporting data-driven initiatives, Orbirental enables vacation rental companies to prioritize hospitality over operational challenges.

Rainmakers

Convertible Note in 2017
Rainmakers is a specialized recruiting platform designed to facilitate the hiring of top sales talent. The platform connects sales candidates with organizations, allowing candidates to showcase their skills and sales achievements. Companies can then bid for these candidates, fostering a competitive environment that helps both parties find the best match. Through this innovative approach, Rainmakers aims to streamline the hiring process and enhance the quality of sales recruitment.

People Data Labs

Seed Round in 2016
People Data Labs specializes in providing high-quality B2B data for developers, engineers, and data scientists. With a robust database of 3 billion accurate records, the company enables clients to create and enhance person profiles, enrich existing data, and support predictive modeling and artificial intelligence applications. Their platform serves various sectors, including sales and marketing, investment research, fraud detection, and talent acquisition, ensuring that clients can build and scale innovative, data-driven products effectively. By acting as a reliable data partner, People Data Labs supports both enterprise and startup clients in achieving greater efficiency and success in their data-enabled initiatives.

ExecVision

Pre Seed Round in 2016
ExecVision Inc. operates a conversation intelligence platform specifically designed for enhancing coaching within organizations. Founded in 2005 and based in Arlington, Virginia, the company utilizes artificial intelligence to analyze customer-facing conversations, extracting actionable insights that help improve performance and drive revenue. By transcribing and examining conversations, ExecVision identifies key moments and contextual elements, allowing managers to discern effective strategies and differentiate high performers from others. In addition to its platform, ExecVision, through its brand Vorsight, offers sales effectiveness training and consulting services, focusing on areas such as tactical sales, prospecting, and inside sales consulting. This combination of technology and specialized training enables organizations to efficiently coach their teams and close the insights-to-performance gap.

People Data Labs

Seed Round in 2016
People Data Labs specializes in providing high-quality B2B data for developers, engineers, and data scientists. With a robust database of 3 billion accurate records, the company enables clients to create and enhance person profiles, enrich existing data, and support predictive modeling and artificial intelligence applications. Their platform serves various sectors, including sales and marketing, investment research, fraud detection, and talent acquisition, ensuring that clients can build and scale innovative, data-driven products effectively. By acting as a reliable data partner, People Data Labs supports both enterprise and startup clients in achieving greater efficiency and success in their data-enabled initiatives.

ContextSmith

Seed Round in 2016
ContextSmith, Inc. is a customer intelligence software provider based in Mountain View, California, established in 2015. The company offers a platform that centralizes customer interactions, creating a structured, single-source database that serves as a comprehensive resource for teams and enterprises. This software aids in managing and expanding enterprise accounts by facilitating collaboration among revenue teams and leveraging company-wide relationships to enhance sales efforts. By breaking down silos within organizations, ContextSmith enables businesses to sell more effectively to both new and existing customers.

Allbound

Seed Round in 2015
Allbound, Inc. provides a cloud-based channel sales and marketing platform designed to enhance the efficiency of indirect sales channels. Founded in 2014 and headquartered in Scottsdale, Arizona, with an additional office in Gurugram, India, the company offers a solution that simplifies the recruitment, onboarding, and training of sales partners. Its platform facilitates collaboration between channel vendors and partners by automating the distribution of marketing content, sales tools, and training resources throughout the sales process. Additionally, Allbound's technology delivers behavioral insights that enable organizations to make data-driven decisions, improving partner engagement and overall channel performance through real-time reporting and analytics.

People Data Labs

Seed Round in 2015
People Data Labs specializes in providing high-quality B2B data for developers, engineers, and data scientists. With a robust database of 3 billion accurate records, the company enables clients to create and enhance person profiles, enrich existing data, and support predictive modeling and artificial intelligence applications. Their platform serves various sectors, including sales and marketing, investment research, fraud detection, and talent acquisition, ensuring that clients can build and scale innovative, data-driven products effectively. By acting as a reliable data partner, People Data Labs supports both enterprise and startup clients in achieving greater efficiency and success in their data-enabled initiatives.

Rollio

Seed Round in 2015
Rollio is a developer of an online virtual AI assistant aimed at enhancing the efficiency of sales and service teams. This assistant utilizes voice commands driven by natural language processing and artificial intelligence to gather client data. By streamlining data collection, Rollio enables businesses to minimize the time spent inputting information into customer relationship management systems, thereby improving workforce productivity and reducing onboarding times for new employees.

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.

Allbound

Seed Round in 2014
Allbound, Inc. provides a cloud-based channel sales and marketing platform designed to enhance the efficiency of indirect sales channels. Founded in 2014 and headquartered in Scottsdale, Arizona, with an additional office in Gurugram, India, the company offers a solution that simplifies the recruitment, onboarding, and training of sales partners. Its platform facilitates collaboration between channel vendors and partners by automating the distribution of marketing content, sales tools, and training resources throughout the sales process. Additionally, Allbound's technology delivers behavioral insights that enable organizations to make data-driven decisions, improving partner engagement and overall channel performance through real-time reporting and analytics.

Acceleforce

Seed Round in 2014
Acceleforce Inc. is a Washington, D.C.-based company that offers a comprehensive platform designed to enhance sales-force optimization through improved face-to-face customer interactions. The platform provides tools for managing sales calls, planning customer engagements, and delivering tailored sales presentations along with training materials. It enables organizations to analyze and extract best practices from sales interactions, assess individual and team performance, and continuously improve through monitoring and training. Acceleforce also integrates seamlessly with CRM tools to automate reporting and streamline the sales process. Formerly known as DigiPad, Acceleforce focuses on empowering sales teams by identifying strengths and weaknesses, ultimately driving sales success.

Scalestack

Scalestack is an AI-driven platform designed to enhance go-to-market (GTM) strategies for larger sales teams. It offers scalable and automated workflows that clean, enrich, and prioritize data, utilizing customizable AI agents to deliver actionable insights for targeting and account prioritization. The platform integrates seamlessly with existing CRM systems and workflows, empowering sales teams to improve their prospecting efforts and accelerate business growth. Scalestack serves notable clients, including MongoDB and Redis, and is recognized for its SOC2 compliance, ensuring robust data security. This innovative approach has garnered positive feedback from industry leaders, highlighting its significant impact on revenue generation.
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