BoxGroup

BoxGroup Services, LLC is a venture capital firm based in New York City, founded in 2009. It specializes in early-stage investments, primarily focusing on pre-seed, seed, and early Series A rounds. The firm targets a variety of sectors, including disruptive technology, healthcare, biotech, food, software as a service, e-commerce, and fintech. BoxGroup typically invests between $50,000 and $500,000 in each company, emphasizing a conviction in the founding team and their vision to create category-defining businesses. Although it primarily invests in New York City, Silicon Valley, and Los Angeles, the firm is open to opportunities globally. Notably, BoxGroup does not take board seats or ownership stakes in the companies it supports.

Brian Aledort

CFO

Adina Davis

Principal

Nimi Katragadda

Partner

Greg Rosen

Partner

Adam Rothenberg

Partner

Claire Smilow

Principal

Past deals in CRM

Clay

Series B in 2025
Clay offers a platform that equips growth teams with innovative tools designed to enhance customer outreach and research. By integrating first-party, intent, and third-party data from over 100 sources, Clay enables teams to conduct in-depth customer analysis. This comprehensive approach allows businesses to identify and connect with their ideal customers more effectively, ultimately supporting their growth objectives.

Clay

Series B in 2024
Clay offers a platform that equips growth teams with innovative tools designed to enhance customer outreach and research. By integrating first-party, intent, and third-party data from over 100 sources, Clay enables teams to conduct in-depth customer analysis. This comprehensive approach allows businesses to identify and connect with their ideal customers more effectively, ultimately supporting their growth objectives.

Boulevard

Series C in 2022
Boulevard is the premier salon and spa management platform designed to streamline operations, increase sales, and delight customers. Developed in collaboration with industry-leading owners and operators, the company’s all-in-one platform includes client self-scheduling, CRM, marketing, custom reporting, and integrated payment processing. Boulevard delivers an intuitive, modern SaaS solution to an industry traditionally underserved by technology, helping them unlock their full potential. Boulevard is based in Los Angeles and was founded in 2016 by Matt Danna and Sean Stavropoulos.

Alloy Automation

Seed Round in 2021
Alloy Automation is a no-code automation platform that enables businesses to build and manage integrations across various software applications, including ERP, Commerce, and CRM systems. Founded in 2019, the platform allows companies to streamline their processes by automating workflows in sales, marketing, customer support, and messaging applications without the need for coding. This functionality helps organizations save time and resources that would otherwise be spent on manual tasks while enhancing overall efficiency. Alloy's services are utilized by notable clients such as Amazon and Gorgias, and the company has secured $27 million in funding from prominent investors including a16z, Bain Capital Ventures, and Y Combinator.

Boulevard

Series B in 2020
Boulevard is the premier salon and spa management platform designed to streamline operations, increase sales, and delight customers. Developed in collaboration with industry-leading owners and operators, the company’s all-in-one platform includes client self-scheduling, CRM, marketing, custom reporting, and integrated payment processing. Boulevard delivers an intuitive, modern SaaS solution to an industry traditionally underserved by technology, helping them unlock their full potential. Boulevard is based in Los Angeles and was founded in 2016 by Matt Danna and Sean Stavropoulos.

Haystack

Seed Round in 2020
Haystack is an employee experience platform that integrates communication, knowledge, and personnel management into a single interface. The platform enables organizations to improve alignment, enhance employee engagement, and streamline the onboarding process for new hires. By providing a centralized location for information about individuals and teams, Haystack facilitates efficient searches and secure connections to popular workplace applications. This integration allows organizations to consolidate data from various enterprise systems, creating unified profiles for employees, teams, and projects, ultimately fostering a more cohesive work environment.

Heron Data

Seed Round in 2020
Heron Data specializes in financial software that streamlines the evaluation of business financial health. The company's platform automates the intake and extraction of various documents, including bank statements and portable document formats, while also incorporating open banking data. This functionality allows for the calculation of risk metrics, facilitating improved and expedited underwriting decisions for lenders. By syncing structured data directly to customer relationship management systems or other records, Heron Data enhances the efficiency of financial assessments and supports informed decision-making in the lending process.

Boulevard

Series A in 2019
Boulevard is the premier salon and spa management platform designed to streamline operations, increase sales, and delight customers. Developed in collaboration with industry-leading owners and operators, the company’s all-in-one platform includes client self-scheduling, CRM, marketing, custom reporting, and integrated payment processing. Boulevard delivers an intuitive, modern SaaS solution to an industry traditionally underserved by technology, helping them unlock their full potential. Boulevard is based in Los Angeles and was founded in 2016 by Matt Danna and Sean Stavropoulos.

Haystack

Pre Seed Round in 2019
Haystack is an employee experience platform that integrates communication, knowledge, and personnel management into a single interface. The platform enables organizations to improve alignment, enhance employee engagement, and streamline the onboarding process for new hires. By providing a centralized location for information about individuals and teams, Haystack facilitates efficient searches and secure connections to popular workplace applications. This integration allows organizations to consolidate data from various enterprise systems, creating unified profiles for employees, teams, and projects, ultimately fostering a more cohesive work environment.

Kustomer

Series B in 2018
Kustomer, Inc. is a customer service software company that specializes in developing a customer relationship management (CRM) platform designed to enhance customer interactions and support. Founded in 2015 and headquartered in New York, with an additional office in Durham, North Carolina, Kustomer's platform consolidates data from various sources, allowing businesses to manage customer inquiries effectively. It provides agents with access to comprehensive customer information, including buying history and previous conversations, facilitating a seamless service experience. The platform is utilized by leading brands in customer service, enabling them to deliver personalized support through a unified timeline view. Kustomer's focus on proactive customer service solutions positions it as a key player in the evolving landscape of enterprise customer support.

Clay

Seed Round in 2017
Clay offers a platform that equips growth teams with innovative tools designed to enhance customer outreach and research. By integrating first-party, intent, and third-party data from over 100 sources, Clay enables teams to conduct in-depth customer analysis. This comprehensive approach allows businesses to identify and connect with their ideal customers more effectively, ultimately supporting their growth objectives.

Kustomer

Series A in 2016
Kustomer, Inc. is a customer service software company that specializes in developing a customer relationship management (CRM) platform designed to enhance customer interactions and support. Founded in 2015 and headquartered in New York, with an additional office in Durham, North Carolina, Kustomer's platform consolidates data from various sources, allowing businesses to manage customer inquiries effectively. It provides agents with access to comprehensive customer information, including buying history and previous conversations, facilitating a seamless service experience. The platform is utilized by leading brands in customer service, enabling them to deliver personalized support through a unified timeline view. Kustomer's focus on proactive customer service solutions positions it as a key player in the evolving landscape of enterprise customer support.

Kustomer

Seed Round in 2015
Kustomer, Inc. is a customer service software company that specializes in developing a customer relationship management (CRM) platform designed to enhance customer interactions and support. Founded in 2015 and headquartered in New York, with an additional office in Durham, North Carolina, Kustomer's platform consolidates data from various sources, allowing businesses to manage customer inquiries effectively. It provides agents with access to comprehensive customer information, including buying history and previous conversations, facilitating a seamless service experience. The platform is utilized by leading brands in customer service, enabling them to deliver personalized support through a unified timeline view. Kustomer's focus on proactive customer service solutions positions it as a key player in the evolving landscape of enterprise customer support.

SevenRooms

Seed Round in 2015
SevenRooms Inc. is a data-driven operations, marketing, and guest engagement platform tailored for the global hospitality industry. The company offers an all-in-one CRM-driven solution that encompasses reservation and table management, online ordering, contactless payment, reputation management, and marketing automation. This comprehensive platform enables hospitality operators, including restaurants, hotels, and entertainment venues, to enhance revenue and profitability by utilizing data to foster direct relationships with guests, create memorable experiences, and encourage repeat visits. Founded in 2011 and backed by prominent investors, SevenRooms serves over 12,000 clients worldwide, ranging from Michelin-starred restaurants to major hotel chains. The platform’s features also facilitate personalized guest services and advanced marketing tools, allowing establishments to make informed decisions and enhance customer loyalty. SevenRooms Inc. is headquartered in New York City.

Clay

Pre Seed Round in 2015
Clay offers a platform that equips growth teams with innovative tools designed to enhance customer outreach and research. By integrating first-party, intent, and third-party data from over 100 sources, Clay enables teams to conduct in-depth customer analysis. This comprehensive approach allows businesses to identify and connect with their ideal customers more effectively, ultimately supporting their growth objectives.

Voyat

Seed Round in 2014
Voyat Inc. operates a guest retention platform that facilitates direct connections between hotels and their guests, enhancing loyalty and personalizing the customer experience. Founded in 2012 and headquartered in New York City, Voyat provides technology that allows hotels to offer tailored promotions, rewards, and communication through a lightweight platform. By creating a digital link via WiFi, the platform enables hotels to recognize guests as valued customers and strengthen their direct booking channels. This approach helps hotel brands differentiate themselves in a competitive market and increases customer lifetime value. Voyat's technology is utilized by notable hotel brands and independent establishments across North America, Europe, the Middle East, and Asia. The company also has offices in Barcelona and Copenhagen, and it operates as a subsidiary of Intent Media, Inc.

VTS

Seed Round in 2013
VTS is a real estate CRM software company that facilitates interactions among landlords, brokers, and tenants to streamline transactions in commercial real estate. Founded in 2012 and based in New York, VTS offers a leasing and asset management platform that centralizes critical data and workflows, enabling real estate professionals to manage leases, assets, and tenants from a single interface. The platform includes features such as custom alerts and reporting capabilities, which provide valuable insights to enhance decision-making processes. With over 7 billion square feet managed on its platform, VTS serves a diverse client base that includes notable commercial real estate firms. By equipping landlords and brokers with intuitive tools, VTS aims to optimize portfolio performance and improve revenue generation, ultimately transforming the leasing process and increasing efficiency in converting leads into leases.

Nomi

Seed Round in 2013
Nomi is an omni-channel marketing platform that assists retailers in enhancing customer engagement and optimizing the return on investment from their marketing and store operations. It effectively analyzes and measures the impact of various marketing initiatives by quantifying visitor traffic generated by campaigns and calculating the lifetime value of newly acquired customers. The platform evaluates store performance by determining how well retailers convert potential customers into actual buyers, identifies underperforming staff, and assesses the impact of training and management investments on customer behavior. Additionally, Nomi provides a comprehensive view of the customer conversion funnel, enabling retailers to anticipate the health of their stores and address operational issues before they affect profitability. Founded in September 2012 and based in New York, Nomi was established by Marc Ferrentino, Corey Capasso, Wesley Barrow, Peter Quintas, and Robert Balousek.

Streak

Convertible Note in 2012
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other G Suite applications. It can be used to track any business process including sales, partnerships, support, hiring, deal flow, and much more. Streak also includes a powerful set of email tools including email tracking, send later, snoozing, mail merge, and more.

Lever

Convertible Note in 2012
Lever, Inc. is a talent acquisition platform that offers a comprehensive web application designed to streamline the hiring process for organizations. Based in San Francisco, the company provides a suite of tools that facilitate job postings, employee referrals, communication, decision-making, sourcing, interviews, and reporting. Its flagship product, LeverTRM, combines applicant tracking system (ATS) and customer relationship management (CRM) functionalities, allowing talent teams to effectively manage their hiring goals and foster connections with potential candidates. The platform's features, such as Lever Hire and Lever Nurture, help organizations build a robust talent pipeline and maintain meaningful relationships with candidates. Additionally, Lever Analytics provides customized reports and data visualization to support informed decision-making for hiring managers and executives. With a commitment to inclusivity, Lever aims to reduce hiring bias and has successfully supported the recruitment efforts of over 3,800 global companies.

Thanx

Seed Round in 2012
Thanx, Inc. is a customer relationship management and digital engagement platform based in San Francisco, California. Founded in 2011, the company focuses on helping offline businesses, particularly brick-and-mortar retailers and restaurants, enhance customer engagement in the wake of challenges posed by COVID-19. Thanx provides tools for capturing customer data through transactions, enabling businesses to personalize interactions and improve loyalty. Its platform integrates with major credit card networks to deliver accurate purchase data, which underpins its marketing automation and CRM capabilities. Additionally, Thanx facilitates automated rewards for customers, assisting merchants in retention marketing and ultimately driving revenue growth.
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