ICONIQ Access 43

ICONIQ Capital, LLC is a global multi-family office and investment firm founded in 2001, originally as the family office for Mark Zuckerberg. Based in San Francisco with additional offices in New York and Singapore, ICONIQ Capital specializes in direct investments with a focus on technology growth equity, venture capital, middle market buyouts, and real estate. The firm primarily targets opportunities in enterprise software, financial technology, and information technology, with a geographic focus on North America and Europe. In addition to its investment activities, ICONIQ provides financial advisory and family office services, catering to some of the world's most influential families and organizations. The firm has expanded its client base beyond its original mandate, now serving a diverse group of Silicon Valley billionaires and other high-net-worth individuals.

Nugi Jakobishvili

Chief Investment Officer

Evan Lintz

Partner

Roy Luo

General Partner

Divesh Makan

Partner

Matti Navellou

Senior Vice President

Marie-Louise O'Callaghan

Investor

Mayowa Ogunmola

Investor

Yoonkee Sull

General Partner

Nikhil Wadhwa

Investor

Caroline Xie

General Partner

Past deals in Meeting Software

Miro

Series C in 2022
Miro, formerly known as RealtimeBoard, Inc., is a company that specializes in a collaborative whiteboarding platform designed to enhance teamwork among distributed and remote teams. Founded in 2011 and headquartered in San Francisco, Miro's platform enables users, including managers, designers, and marketers, to effectively collaborate, visualize ideas, and share work across various formats and channels. The platform supports a range of activities such as brainstorming sessions, project planning, and product design, facilitating agile methodologies and user experience research. Miro boasts over 7 million users and 20,000 paying customers, including a significant portion of Fortune 100 companies. The platform integrates seamlessly with popular applications like Atlassian JIRA, Slack, and Google Drive, allowing organizations to maintain existing workflows. Accessible via web browsers, desktop applications, and mobile devices, Miro's service ensures that collaboration is effective and secure, regardless of team members' locations. Additional offices are located in Los Angeles, Perm, and Amsterdam.

Dialpad

Series F in 2021
Dialpad, Inc. is a cloud-based platform based in San Francisco, California, that specializes in enterprise communications. The company offers a comprehensive suite of services including voice, video, group messaging, SMS, MMS, conferencing, and document sharing, all powered by advanced AI technologies. Its products, such as Dialpad, Dialpad Sell, UberConference, and Dialpad Contact Center, are designed to enhance collaboration and streamline communication for teams working remotely. Notably, Dialpad provides features like real-time transcription, automated note-taking, live sentiment analysis, and voice analytics, which help organizations optimize their interactions and improve decision-making. The company was founded in 2011 and has established a diverse customer base that includes notable names like Motorola Solutions and Warby Parker. Dialpad has also formed strategic alliances with major investors, including SoftBank Corp. and Salesforce Ventures, to further its mission in transforming enterprise communication.

Squire

Series D in 2021
Squire Technologies, Inc. is a New York-based company that specializes in a web and mobile application designed for the grooming industry. The platform allows clients to book and pay for grooming services while providing barbershops with tools to manage their operations effectively. Squire enables barbers to schedule appointments, discover clients based on various criteria, and check availability for bookings. The application facilitates cashless and contactless payment transactions, enhancing service interactions and helping barbershops cultivate and retain loyal customers. In addition to appointment management, the software offers features such as point of sale, payroll, and customer relationship management, making it suitable for independent professionals, stand-alone locations, and multi-location franchises. Established in 2014, Squire aims to streamline the business operations of barbers and shop owners across the nation.

Calendly

Series B in 2021
Calendly LLC is a developer of scheduling software that simplifies the process of arranging appointments, meetings, interviews, and calls for a diverse range of users, including professionals in financial services, education, customer service, and sales. Headquartered in Atlanta, Georgia, the company offers an automated scheduling tool that reduces the need for back-and-forth communication, allowing users to manage their time more efficiently. By integrating with existing calendars and customizing schedules based on individual availability and time zones, Calendly enables clients to adapt to their evolving business needs. The platform is designed to create a seamless and user-friendly scheduling experience, helping users save time and improve the quality of their interactions.

Squire

Debt Financing in 2020
Squire Technologies, Inc. is a New York-based company that specializes in a web and mobile application designed for the grooming industry. The platform allows clients to book and pay for grooming services while providing barbershops with tools to manage their operations effectively. Squire enables barbers to schedule appointments, discover clients based on various criteria, and check availability for bookings. The application facilitates cashless and contactless payment transactions, enhancing service interactions and helping barbershops cultivate and retain loyal customers. In addition to appointment management, the software offers features such as point of sale, payroll, and customer relationship management, making it suitable for independent professionals, stand-alone locations, and multi-location franchises. Established in 2014, Squire aims to streamline the business operations of barbers and shop owners across the nation.

Squire

Series C in 2020
Squire Technologies, Inc. is a New York-based company that specializes in a web and mobile application designed for the grooming industry. The platform allows clients to book and pay for grooming services while providing barbershops with tools to manage their operations effectively. Squire enables barbers to schedule appointments, discover clients based on various criteria, and check availability for bookings. The application facilitates cashless and contactless payment transactions, enhancing service interactions and helping barbershops cultivate and retain loyal customers. In addition to appointment management, the software offers features such as point of sale, payroll, and customer relationship management, making it suitable for independent professionals, stand-alone locations, and multi-location franchises. Established in 2014, Squire aims to streamline the business operations of barbers and shop owners across the nation.

Dialpad

Series E in 2020
Dialpad, Inc. is a cloud-based platform based in San Francisco, California, that specializes in enterprise communications. The company offers a comprehensive suite of services including voice, video, group messaging, SMS, MMS, conferencing, and document sharing, all powered by advanced AI technologies. Its products, such as Dialpad, Dialpad Sell, UberConference, and Dialpad Contact Center, are designed to enhance collaboration and streamline communication for teams working remotely. Notably, Dialpad provides features like real-time transcription, automated note-taking, live sentiment analysis, and voice analytics, which help organizations optimize their interactions and improve decision-making. The company was founded in 2011 and has established a diverse customer base that includes notable names like Motorola Solutions and Warby Parker. Dialpad has also formed strategic alliances with major investors, including SoftBank Corp. and Salesforce Ventures, to further its mission in transforming enterprise communication.

QGenda

Private Equity Round in 2020
QGenda is a leading provider of automated healthcare workforce management software, established in 2006 and headquartered in Atlanta, GA. The company offers a subscription-based platform designed specifically for healthcare organizations, enabling more than 1,200 customers across 30 medical specialties and 5,000 hospitals to optimize their scheduling processes. QGenda's software facilitates scheduling, clinical capacity management, and labor analytics, allowing practice groups, hospitals, academic medical centers, and enterprise health systems to create effective schedules based on clinicians' skills, specialties, availability, and preferences. This service ultimately enhances workforce efficiency and supports improved patient care.

Miro

Series B in 2020
Miro, formerly known as RealtimeBoard, Inc., is a company that specializes in a collaborative whiteboarding platform designed to enhance teamwork among distributed and remote teams. Founded in 2011 and headquartered in San Francisco, Miro's platform enables users, including managers, designers, and marketers, to effectively collaborate, visualize ideas, and share work across various formats and channels. The platform supports a range of activities such as brainstorming sessions, project planning, and product design, facilitating agile methodologies and user experience research. Miro boasts over 7 million users and 20,000 paying customers, including a significant portion of Fortune 100 companies. The platform integrates seamlessly with popular applications like Atlassian JIRA, Slack, and Google Drive, allowing organizations to maintain existing workflows. Accessible via web browsers, desktop applications, and mobile devices, Miro's service ensures that collaboration is effective and secure, regardless of team members' locations. Additional offices are located in Los Angeles, Perm, and Amsterdam.

Lucid

Series D in 2020
Lucid Software Inc. is a company that specializes in developing cloud-based tools for creating visual content. Founded in 2010 and headquartered in South Jordan, Utah, it offers two primary products: Lucidchart and Lucidpress. Lucidchart serves as a visual workspace for diagramming and data visualization, facilitating collaboration to enhance understanding and innovation. Lucidpress, on the other hand, is a design and brand management platform that enables users to create consistent print and digital content efficiently. The company's offerings support a variety of communication needs, including brainstorming and project management, helping businesses to improve clarity, communication, and productivity through effective visual tools. Lucid Software also maintains offices in Melbourne, Australia, and Amsterdam, the Netherlands.

Lucid

Series C in 2018
Lucid Software Inc. is a company that specializes in developing cloud-based tools for creating visual content. Founded in 2010 and headquartered in South Jordan, Utah, it offers two primary products: Lucidchart and Lucidpress. Lucidchart serves as a visual workspace for diagramming and data visualization, facilitating collaboration to enhance understanding and innovation. Lucidpress, on the other hand, is a design and brand management platform that enables users to create consistent print and digital content efficiently. The company's offerings support a variety of communication needs, including brainstorming and project management, helping businesses to improve clarity, communication, and productivity through effective visual tools. Lucid Software also maintains offices in Melbourne, Australia, and Amsterdam, the Netherlands.

Dialpad

Series D in 2018
Dialpad, Inc. is a cloud-based platform based in San Francisco, California, that specializes in enterprise communications. The company offers a comprehensive suite of services including voice, video, group messaging, SMS, MMS, conferencing, and document sharing, all powered by advanced AI technologies. Its products, such as Dialpad, Dialpad Sell, UberConference, and Dialpad Contact Center, are designed to enhance collaboration and streamline communication for teams working remotely. Notably, Dialpad provides features like real-time transcription, automated note-taking, live sentiment analysis, and voice analytics, which help organizations optimize their interactions and improve decision-making. The company was founded in 2011 and has established a diverse customer base that includes notable names like Motorola Solutions and Warby Parker. Dialpad has also formed strategic alliances with major investors, including SoftBank Corp. and Salesforce Ventures, to further its mission in transforming enterprise communication.

Apttus

Series E in 2017
Apttus Corporation specializes in software solutions that streamline the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of applications, including Configure Price Quote (CPQ), contract management, and revenue management, all aimed at enhancing sales efficiency and revenue realization. Apttus provides enterprise and subscription solutions tailored to various industries, including communication, energy, healthcare, and technology. Its Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes. Notably, Apttus utilizes its patent-pending X-Author technology to integrate Microsoft Office with Salesforce, allowing for seamless interaction and control. The company also maintains offices in London, Sydney, and several locations in India and the United States, reflecting its global presence.

Skuid

Series B in 2017
Skuid was founded in 2013 on the simple belief that enterprise apps should stop forcing people to behave like machines. Instead, apps should behave more like the humans who use them, so everyone can thrive in the digital world. With Skuid’s simple-to-use but incredibly robust cloud design-and-deploy platform, companies can seamlessly unite their data, apps, and processes to unleash productivity and engagement, particularly in sales organizations. With hundreds of customers and more than 5.2 million users across 32 countries, Skuid has garnered national media coverage from Inc., Forbes, Fortune, Entrepreneur, TechCrunch, and others.

Brightwheel

Series A in 2017
Brightwheel is the first all-in-one software platform for preschools, childcare providers, camps, and afterschool programs. Brightwheel helps teachers manage their day and communicate with parents, gives parents deeper insight into what their children are learning, and automates the process of managing operations for administrators. The platform has been shown to save teachers and administrators up to an hour per day while improving parent satisfaction and giving them a closer connection to their child’s learning. It is the fastest growing platform in early education, used across thousands of locations globally.

Intercom

Series C in 2017
Intercom, Inc. is a customer communication platform designed for web and mobile businesses to facilitate personalized interactions with their customers at scale. Founded in 2011 and headquartered in San Francisco, with an additional office in Dublin, the company provides a suite of tools that enhance customer engagement throughout the customer journey. These tools include Acquire for live chat with website visitors, Engage for targeted onboarding and retention messaging, Learn for gathering customer feedback, and Support for assistance within applications and via email. Intercom's platform operates seamlessly across web, iOS, and Android, enabling businesses to deliver messenger-based experiences that enhance their relationships with customers. The company serves over 30,000 paying customers globally and is recognized for powering approximately 500 million conversations each month. Its mission is to make internet business interactions more personal, reflecting a commitment to improving customer experience.

Apttus

Series D in 2016
Apttus Corporation specializes in software solutions that streamline the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of applications, including Configure Price Quote (CPQ), contract management, and revenue management, all aimed at enhancing sales efficiency and revenue realization. Apttus provides enterprise and subscription solutions tailored to various industries, including communication, energy, healthcare, and technology. Its Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes. Notably, Apttus utilizes its patent-pending X-Author technology to integrate Microsoft Office with Salesforce, allowing for seamless interaction and control. The company also maintains offices in London, Sydney, and several locations in India and the United States, reflecting its global presence.

Intercom

Series C in 2016
Intercom, Inc. is a customer communication platform designed for web and mobile businesses to facilitate personalized interactions with their customers at scale. Founded in 2011 and headquartered in San Francisco, with an additional office in Dublin, the company provides a suite of tools that enhance customer engagement throughout the customer journey. These tools include Acquire for live chat with website visitors, Engage for targeted onboarding and retention messaging, Learn for gathering customer feedback, and Support for assistance within applications and via email. Intercom's platform operates seamlessly across web, iOS, and Android, enabling businesses to deliver messenger-based experiences that enhance their relationships with customers. The company serves over 30,000 paying customers globally and is recognized for powering approximately 500 million conversations each month. Its mission is to make internet business interactions more personal, reflecting a commitment to improving customer experience.

Figma

Series A in 2015
Figma, Inc. designs and develops an in-browser interface design and prototyping tool. It offers Figma, an online tool for interface design that enables product teams to create, test, and ship designs. The company’s tool is also used in UI design, UX design, prototyping, graphic design, wire framing, brainstorming, templates, and remote design applications; and tasks like visual white boarding, diagramming, and slide creation, as well as virtual design sprinting, city building, and Minecraft skin creation applications. Figma, Inc. was founded in 2012 and is based in San Francisco, California.

Apttus

Series C in 2015
Apttus Corporation specializes in software solutions that streamline the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of applications, including Configure Price Quote (CPQ), contract management, and revenue management, all aimed at enhancing sales efficiency and revenue realization. Apttus provides enterprise and subscription solutions tailored to various industries, including communication, energy, healthcare, and technology. Its Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes. Notably, Apttus utilizes its patent-pending X-Author technology to integrate Microsoft Office with Salesforce, allowing for seamless interaction and control. The company also maintains offices in London, Sydney, and several locations in India and the United States, reflecting its global presence.

Intercom

Series C in 2015
Intercom, Inc. is a customer communication platform designed for web and mobile businesses to facilitate personalized interactions with their customers at scale. Founded in 2011 and headquartered in San Francisco, with an additional office in Dublin, the company provides a suite of tools that enhance customer engagement throughout the customer journey. These tools include Acquire for live chat with website visitors, Engage for targeted onboarding and retention messaging, Learn for gathering customer feedback, and Support for assistance within applications and via email. Intercom's platform operates seamlessly across web, iOS, and Android, enabling businesses to deliver messenger-based experiences that enhance their relationships with customers. The company serves over 30,000 paying customers globally and is recognized for powering approximately 500 million conversations each month. Its mission is to make internet business interactions more personal, reflecting a commitment to improving customer experience.

Apttus

Series B in 2015
Apttus Corporation specializes in software solutions that streamline the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of applications, including Configure Price Quote (CPQ), contract management, and revenue management, all aimed at enhancing sales efficiency and revenue realization. Apttus provides enterprise and subscription solutions tailored to various industries, including communication, energy, healthcare, and technology. Its Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes. Notably, Apttus utilizes its patent-pending X-Author technology to integrate Microsoft Office with Salesforce, allowing for seamless interaction and control. The company also maintains offices in London, Sydney, and several locations in India and the United States, reflecting its global presence.

Momentive

Private Equity Round in 2014
Momentive Inc., formerly known as SurveyMonkey, is an experience management company based in San Mateo, California. It specializes in providing cloud-based software solutions for gathering and analyzing feedback through online surveys. Momentive's platform allows organizations to engage with customers, employees, and markets, facilitating the collection of insights that drive business success. With a workforce of over 750 employees, the company supports more than 16 million active users globally. Momentive offers a range of products, from free customizable surveys to advanced paid solutions that include data analysis and bias elimination tools. The firm aims to empower individuals and organizations to measure, benchmark, and act on the opinions that influence their performance. Founded in 1999, Momentive has redefined how organizations approach feedback and insights, making it easier for them to understand and respond to the opinions that matter most.

Apttus

Series A in 2013
Apttus Corporation specializes in software solutions that streamline the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of applications, including Configure Price Quote (CPQ), contract management, and revenue management, all aimed at enhancing sales efficiency and revenue realization. Apttus provides enterprise and subscription solutions tailored to various industries, including communication, energy, healthcare, and technology. Its Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes. Notably, Apttus utilizes its patent-pending X-Author technology to integrate Microsoft Office with Salesforce, allowing for seamless interaction and control. The company also maintains offices in London, Sydney, and several locations in India and the United States, reflecting its global presence.

Momentive

Private Equity Round in 2013
Momentive Inc., formerly known as SurveyMonkey, is an experience management company based in San Mateo, California. It specializes in providing cloud-based software solutions for gathering and analyzing feedback through online surveys. Momentive's platform allows organizations to engage with customers, employees, and markets, facilitating the collection of insights that drive business success. With a workforce of over 750 employees, the company supports more than 16 million active users globally. Momentive offers a range of products, from free customizable surveys to advanced paid solutions that include data analysis and bias elimination tools. The firm aims to empower individuals and organizations to measure, benchmark, and act on the opinions that influence their performance. Founded in 1999, Momentive has redefined how organizations approach feedback and insights, making it easier for them to understand and respond to the opinions that matter most.
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