Felicis

Founded in 2006, Felicis is a venture capital firm based in Menlo Park, California. It focuses on early-stage investments across various sectors, including AI, health, and security, backing founders building iconic companies.

Nicole Bae

Partner, Operations

Dasha Maggio

Investor

Daniel Bartus

Partner

Kristin Beach

CFO, COO and Partner

Maddie Chavez

Partner, Operations

Tobi Coker

Partner

James Detweiler

Partner

Viviana Faga

General Partner

Gabriella Garcia

Deal Partner

Ryan Isono

Partner

Astasia Myers

General Partner

Sundeep Peechu

General Partner

Niki Pezeshki

General Partner

Larissa Rainey

Operating Partner

Katie Riester

Managing Director

Aydin Senkut

Founder and Managing Partner

Javier Soltero

Venture Partner

Jake Storm

Partner

Victoria Treyger

General Partner

Mischa Vaughn

Partner

Nancy Wang

Venture Partner

Past deals in Sales Automation

Warmly

Series A in 2025
Founded in 2019, Warmly develops an autonomous revenue orchestration platform tailored for small and mid-sized revenue teams. Its software aggregates metadata from sales enablement tools, B2B intent data, and enrichment tools to identify and connect with website visitors ready to convert, driving qualified conversations for the sales team.

Glencoco

Seed Round in 2023
Glencoco operates a B2B sales marketplace platform that connects enterprise products with potential customers. Its AI-enabled technology facilitates cost-effective lead generation for businesses, while enabling individuals to monetize their sales skills.

Warmly

Series A in 2023
Founded in 2019, Warmly develops an autonomous revenue orchestration platform tailored for small and mid-sized revenue teams. Its software aggregates metadata from sales enablement tools, B2B intent data, and enrichment tools to identify and connect with website visitors ready to convert, driving qualified conversations for the sales team.

Loopio for Salesforce® (formerly Avnio)

Seed Round in 2022
Loopio for Salesforce® combines the power of RFP automation with the unique capabilities of Salesforce. Respond quickly using generative AI, close deals with a library of on-demand answers, and harness robust reporting to analyze your team’s results.

Disco

Series A in 2022
Disco offers an AI-driven partnership platform that connects brands to learn about customers, broaden product distribution, and lower customer acquisition costs; its widget shows customers the next relevant item after the first purchase, helps merchants attract clicks, and supports nurturing and retargeting to generate sales when customers are ready to buy.

Spekit

Series B in 2022
Spekit, Inc. is a digital training solutions provider based in Denver, Colorado, incorporated in 2018. The company specializes in an AI-powered enablement platform that integrates seamlessly into an organization’s key applications, delivering just-in-time training and guidance to enhance productivity and efficiency for sales teams. Spekit's offerings include extensions for Outlook and Salesforce, which allow users to access essential content and embed training materials directly within their workflows. The platform is designed to provide bite-sized knowledge and support employees as they navigate new processes and technologies, thereby reducing onboarding time and increasing digital adoption. By serving various industries, Spekit aims to empower organizations to scale their revenue teams and improve performance without interrupting their daily operations.

Walnut.

Series B in 2022
Walnut is a company that provides a unique platform aimed at enhancing sales experiences through codeless and customizable product demonstrations. Founded in 2020 by entrepreneurs Yoav Vilner and Danni Friedland, Walnut is based in New York City. The platform allows sales representatives to create and run live demos without needing back-end support, even when the actual product is unavailable or still in development. By integrating seamlessly with existing CRMs and data sources, Walnut's drag-and-drop solution empowers sales teams to take full control of their demo processes. This innovative approach not only saves time and resources but also aims to improve conversion rates by offering a fail-proof demo experience.

proton.ai

Series A in 2022
Proton.ai is an artificial intelligence-powered sales platform tailored specifically for distributors, enabling them to enhance revenue and regain market share. The platform utilizes advanced algorithms to analyze customer behavior and predict purchasing choices, suggesting products that customers have not previously bought but are likely to be interested in based on their past purchases. This capability allows sales representatives to operate more effectively and efficiently, providing valuable insights into customer preferences. By focusing on the unique needs of business-to-business distributors, Proton.ai aims to drive e-commerce revenue growth and streamline the sales process within the distribution sector.

Sendoso

Series C in 2021
Founded in 2016, Sendoso is a global platform that enhances customer engagement by integrating digital and physical sending strategies. It enables businesses to stand out with new ways to engage customers throughout the buyer's journey, improving relationships and increasing effectiveness of go-to-market programs.

Sendoso

Series B in 2020
Founded in 2016, Sendoso is a global platform that enhances customer engagement by integrating digital and physical sending strategies. It enables businesses to stand out with new ways to engage customers throughout the buyer's journey, improving relationships and increasing effectiveness of go-to-market programs.

Drum

Seed Round in 2019
Drum is a gig economy platform that aims to enhance the lives of millions by facilitating the creation and management of sales forces for businesses. Launched in 2019, it allows companies to establish a sales presence more efficiently than traditional advertising methods. In addition to supporting businesses, Drum provides a comprehensive platform for creators, enabling them to engage with their followers and monetize their content. The platform offers in-app analytics that help creators sell both digital and physical products directly through their profiles, allowing them to focus on their creative endeavors while managing their sales effectively.

Troops

Series B in 2019
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.

TalkIQ

Series A in 2017
TalkIQ is a technology company that specializes in voice-to-text transcription and analytics, offering its services to a diverse range of industries since its inception in 2014. The company's innovative platform utilizes advanced deep-learning algorithms and proprietary speech recognition technology to provide businesses with insights derived from customer conversations. Through a user-friendly dashboard, TalkIQ synthesizes these interactions, enabling clients to access actionable data and recommendations in real-time. This functionality helps organizations optimize sales, enhance customer service, ensure compliance, and improve overall productivity by recognizing key moments in customer interactions, such as purchase intent and objection handling. With a leadership team experienced in speech and language recognition, TalkIQ is positioned to transform how businesses learn from and respond to their customer conversations.

TalkIQ

Seed Round in 2016
TalkIQ is a technology company that specializes in voice-to-text transcription and analytics, offering its services to a diverse range of industries since its inception in 2014. The company's innovative platform utilizes advanced deep-learning algorithms and proprietary speech recognition technology to provide businesses with insights derived from customer conversations. Through a user-friendly dashboard, TalkIQ synthesizes these interactions, enabling clients to access actionable data and recommendations in real-time. This functionality helps organizations optimize sales, enhance customer service, ensure compliance, and improve overall productivity by recognizing key moments in customer interactions, such as purchase intent and objection handling. With a leadership team experienced in speech and language recognition, TalkIQ is positioned to transform how businesses learn from and respond to their customer conversations.

Troops

Series A in 2016
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.

Pattern

Seed Round in 2016
Pattern is a intelligent workspace geared towards sales teams. It prepares research for the user, streamlining the process with built in templates. Pattern can also confirm meetings, automate follow-ups, update stale records and research accounts. Lastly, Pattern uses machine learning to surface risk and momentum signals in your pipeline using data from email, calendar, and Salesforce.

Zodiac

Seed Round in 2016
Zodiac Inc. is a predictive analytics company that specializes in forecasting individualized customer lifetime value using real-time sales data. Founded in 2015 and headquartered in Philadelphia, Pennsylvania, Zodiac provides a cloud-based analytics platform that enables businesses to make informed marketing decisions based on accurate predictions of future sales volumes and customer behavior. By employing advanced data models and behavioral analysis, the company helps organizations optimize their marketing campaigns, enhance sales forecasting, and focus resources on acquiring and retaining high-value customers. Initially known as CLVMetrics, Inc., Zodiac operates as a subsidiary of NIKE, Inc. as of March 2018.

RelateIQ

Series C in 2014
RelateIQ, now part of Salesforce, is a professional relationship management platform that has transformed customer relationship management by introducing the world's first Relationship Intelligence platform. It automatically gathers and organizes communications data from various sources, including email, phone calls, calendars, and social networks, enabling users to track interactions with sales prospects seamlessly. The platform enhances collaboration among team members, facilitating quicker deal closures and driving revenue growth. With its advanced data science capabilities, RelateIQ provides actionable insights, often before users are aware of their needs. This innovative approach not only saves time but also streamlines workflows, making the process of managing customer relationships more efficient and less burdensome.

LeanData

Series A in 2014
Founded in 2012, LeanData specializes in SaaS-based data management solutions. It offers services such as process management, native application development, and custom mapping to optimize business-to-business (B2B) enterprises' go-to-market strategies.

ClearSlide

Series C in 2014
ClearSlide, Inc. is a sales engagement platform based in San Francisco, California, that offers web-based and mobile tools for sales management and online presentations. Founded in 2009, the company provides a comprehensive suite of products, including Live Pitch for screen sharing presentations, Email Pitch for tracking customer interactions with emailed content, and a centralized sales content hub known as ClearSlide Live Content. Additionally, it offers ClearSlide Analytics & Insights, which delivers visibility into sales activities. ClearSlide also includes mobile applications like ClearSlide Presenter and ClearSlide Mail, tailored for sales teams and email communications, respectively. The platform integrates seamlessly with existing systems such as CRM and CMS and is optimized to fit various sales and marketing processes. ClearSlide serves a diverse range of industries, including media, technology, education, and healthcare, enabling enterprise sales professionals to enhance customer interactions and achieve better business outcomes. As of December 2017, ClearSlide operates as a subsidiary of Corel Corporation.

ClearSlide

Series B in 2012
ClearSlide, Inc. is a sales engagement platform based in San Francisco, California, that offers web-based and mobile tools for sales management and online presentations. Founded in 2009, the company provides a comprehensive suite of products, including Live Pitch for screen sharing presentations, Email Pitch for tracking customer interactions with emailed content, and a centralized sales content hub known as ClearSlide Live Content. Additionally, it offers ClearSlide Analytics & Insights, which delivers visibility into sales activities. ClearSlide also includes mobile applications like ClearSlide Presenter and ClearSlide Mail, tailored for sales teams and email communications, respectively. The platform integrates seamlessly with existing systems such as CRM and CMS and is optimized to fit various sales and marketing processes. ClearSlide serves a diverse range of industries, including media, technology, education, and healthcare, enabling enterprise sales professionals to enhance customer interactions and achieve better business outcomes. As of December 2017, ClearSlide operates as a subsidiary of Corel Corporation.

ClearSlide

Series A in 2011
ClearSlide, Inc. is a sales engagement platform based in San Francisco, California, that offers web-based and mobile tools for sales management and online presentations. Founded in 2009, the company provides a comprehensive suite of products, including Live Pitch for screen sharing presentations, Email Pitch for tracking customer interactions with emailed content, and a centralized sales content hub known as ClearSlide Live Content. Additionally, it offers ClearSlide Analytics & Insights, which delivers visibility into sales activities. ClearSlide also includes mobile applications like ClearSlide Presenter and ClearSlide Mail, tailored for sales teams and email communications, respectively. The platform integrates seamlessly with existing systems such as CRM and CMS and is optimized to fit various sales and marketing processes. ClearSlide serves a diverse range of industries, including media, technology, education, and healthcare, enabling enterprise sales professionals to enhance customer interactions and achieve better business outcomes. As of December 2017, ClearSlide operates as a subsidiary of Corel Corporation.

ClearSlide

Seed Round in 2010
ClearSlide, Inc. is a sales engagement platform based in San Francisco, California, that offers web-based and mobile tools for sales management and online presentations. Founded in 2009, the company provides a comprehensive suite of products, including Live Pitch for screen sharing presentations, Email Pitch for tracking customer interactions with emailed content, and a centralized sales content hub known as ClearSlide Live Content. Additionally, it offers ClearSlide Analytics & Insights, which delivers visibility into sales activities. ClearSlide also includes mobile applications like ClearSlide Presenter and ClearSlide Mail, tailored for sales teams and email communications, respectively. The platform integrates seamlessly with existing systems such as CRM and CMS and is optimized to fit various sales and marketing processes. ClearSlide serves a diverse range of industries, including media, technology, education, and healthcare, enabling enterprise sales professionals to enhance customer interactions and achieve better business outcomes. As of December 2017, ClearSlide operates as a subsidiary of Corel Corporation.
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