Felicis Ventures, established in 2006 and based in Menlo Park, California, is a venture capital firm that invests in early-stage, innovative companies. The firm focuses on backing founders who are building transformative businesses across various sectors, including AI, health, and security. Felicis provides more than just capital, offering active mentoring and advisory services to support its portfolio companies. Since inception, Felicis has invested in over 120 technology companies, with 50 having been acquired or gone public.
Warmly, Inc. is a software company that provides an autonomous revenue orchestration platform tailored for small and midsize business (SMB) revenue teams. Established in 2019 and based in Redwood City, California, Warmly's platform utilizes metadata from sales enablement tools, B2B intent data, and enrichment tools to identify and connect with website visitors primed for conversion. By aggregating and integrating insights from various sources, the platform enables users to efficiently track leads, prevent customer churn, cross-sell into new departments, and facilitate warm introductions. This comprehensive approach helps sales teams engage in meaningful conversations with qualified prospects, ultimately enhancing their lead generation and sales effectiveness.
Glencoco
Seed Round in 2023
Glencoco is a B2B sales marketplace that features a tech-enabled platform designed to connect enterprise products with individuals. This platform enables users to leverage their communication skills to generate sales while providing companies with a low-overhead, measurable, and cost-effective method for building their sales pipelines. By facilitating these connections, Glencoco aims to empower users to create a positive social impact and establish sustainable business opportunities.
Warmly
Series A in 2023
Warmly, Inc. is a software company that provides an autonomous revenue orchestration platform tailored for small and midsize business (SMB) revenue teams. Established in 2019 and based in Redwood City, California, Warmly's platform utilizes metadata from sales enablement tools, B2B intent data, and enrichment tools to identify and connect with website visitors primed for conversion. By aggregating and integrating insights from various sources, the platform enables users to efficiently track leads, prevent customer churn, cross-sell into new departments, and facilitate warm introductions. This comprehensive approach helps sales teams engage in meaningful conversations with qualified prospects, ultimately enhancing their lead generation and sales effectiveness.
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 is a company that specializes in AI-driven partnership software, designed to foster collaboration among brands while enhancing customer acquisition. Its platform enables brands to share insights about their customers, thereby improving merchandising distribution and reducing customer acquisition costs. Through its innovative widget tool, merchants can recommend additional products to consumers immediately after their initial purchase, effectively capitalizing on the customer's buying mindset. This approach not only drives traffic to merchants' sites but also supports ongoing lead nurturing and retargeting efforts, ultimately facilitating a cycle of increased sales and stronger customer relationships.
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 customizable platform designed to enhance sales experiences by enabling seamless product demonstrations. Founded in 2020 by Yoav Vilner and Danni Friedland and headquartered in New York City, Walnut's innovative platform allows sales representatives to create and run live demos without needing back-end support, even when the actual product is offline. This codeless solution integrates with existing customer relationship management systems and data sources, allowing for a streamlined and automated demo creation process. By empowering sales teams with full control over their demo experiences, Walnut aims to improve conversion rates, save time, and optimize resources, ultimately redefining the inside sales landscape.
proton.ai
Series A in 2022
Proton.ai is an artificial intelligence-driven sales platform tailored for distributors, aimed at enhancing revenue and market share. Developed by professionals with a deep understanding of the distribution industry, the platform leverages advanced algorithms to predict customer preferences and suggest products that customers are likely to purchase based on their past buying behavior. This capability allows sales representatives to operate more effectively, facilitating improved engagement with clients and driving e-commerce growth. By focusing on the unique needs of business-to-business distributors, Proton.ai empowers firms to optimize their sales strategies and better understand customer choices.
Sendoso
Series C in 2021
Sendoso is a sending platform that enhances customer engagement by offering innovative ways for companies to connect with their clients throughout the buyer's journey. Founded in 2016, the company integrates both digital and physical sending strategies, allowing businesses to improve the effectiveness of their existing marketing programs and strengthen customer relationships. Sendoso's platform centralizes gifting outreach, automating the timely delivery of a variety of gifts, such as coffee, lunch tickets, handwritten notes, experiences, and custom items. This approach not only fosters customer loyalty but also supports demand generation and account-based marketing efforts. Trusted by over 500 companies, Sendoso has established a global presence in North America, Europe, and Asia Pacific, and has secured $54 million in venture funding to further its growth and innovation in the customer experience sector.
Sendoso
Series B in 2020
Sendoso is a sending platform that enhances customer engagement by offering innovative ways for companies to connect with their clients throughout the buyer's journey. Founded in 2016, the company integrates both digital and physical sending strategies, allowing businesses to improve the effectiveness of their existing marketing programs and strengthen customer relationships. Sendoso's platform centralizes gifting outreach, automating the timely delivery of a variety of gifts, such as coffee, lunch tickets, handwritten notes, experiences, and custom items. This approach not only fosters customer loyalty but also supports demand generation and account-based marketing efforts. Trusted by over 500 companies, Sendoso has established a global presence in North America, Europe, and Asia Pacific, and has secured $54 million in venture funding to further its growth and innovation in the customer experience sector.
Drum
Seed Round in 2019
Drum is a gig economy platform designed to enhance the lives of users by streamlining the process for businesses to establish a sales force. Scheduled for launch in the third quarter of 2019, the platform enables businesses to mobilize sales efforts more efficiently than traditional advertising methods. Additionally, Drum provides a creator platform that allows individuals to manage their own stores, engage with followers, and monetize their content. Through in-app analytics, creators can sell both digital and physical products directly on their profile pages, allowing them to concentrate on their creative pursuits while maximizing their earning potential.
Troops
Series B in 2019
Troops.ai is a revenue communications platform that enhances sales velocity, visibility, and collaboration for sales teams. It operates as a Slackbot, providing real-time transparency into Salesforce information. Users can configure Salesforce reports, communicate deal wins, and access both standard and custom Salesforce data through Slack. The platform leverages artificial intelligence to generate customizable notifications and facilitate data updates across various applications. By delivering actionable pipeline alerts, Troops.ai aims to increase sales activity and improve overall performance. The company has attracted investments from notable firms, including First Round Capital, Founder Collective, and others, reflecting its significant potential in the sales technology market.
Opendoor Technologies
Series D in 2016
Opendoor Technologies Inc., established in 2014 and based in San Francisco, operates a digital platform for residential real estate in the United States. Its platform facilitates the buying and selling of homes online, streamlining the traditional process. Opendoor enables sellers to receive offers without listing or showing their homes, while buyers can browse and instantly unlock properties using the company's application. The company generates revenue through home sales and additional real estate services.
Troops
Series A in 2016
Troops.ai is a revenue communications platform that enhances sales velocity, visibility, and collaboration for sales teams. It operates as a Slackbot, providing real-time transparency into Salesforce information. Users can configure Salesforce reports, communicate deal wins, and access both standard and custom Salesforce data through Slack. The platform leverages artificial intelligence to generate customizable notifications and facilitate data updates across various applications. By delivering actionable pipeline alerts, Troops.ai aims to increase sales activity and improve overall performance. The company has attracted investments from notable firms, including First Round Capital, Founder Collective, and others, reflecting its significant potential in the sales technology market.
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. specializes in predictive analytics solutions that forecast individualized customer lifetime value by leveraging real-time sales data. Founded in 2015 and headquartered in Philadelphia, Pennsylvania, the company aims to transform businesses into customer-centric organizations by providing insights into customer behavior. Zodiac’s cloud-based platform employs advanced data models and customer analytics to predict future behaviors, enabling marketers to make informed decisions about campaign optimization and sales forecasting. By focusing on individual customer metrics, Zodiac helps organizations acquire and retain high-value customers while minimizing ineffective spending. The company operates as a subsidiary of NIKE, Inc.
RelateIQ
Series C in 2014
RelateIQ, now known as SalesforceIQ, is a provider of a professional relationship management platform designed to enhance customer relationship management. The platform automatically captures communication data from various sources, including email, phone calls, calendars, and social networks, allowing users to manage and analyze their interactions with sales prospects effectively. By leveraging advanced data science capabilities, RelateIQ delivers valuable insights that help users close deals more efficiently. The platform is accessible across multiple devices, including mobile applications and browser extensions, facilitating collaboration among teams. Ultimately, RelateIQ aims to drive revenue growth while streamlining workflows, making the sales process more efficient and less burdensome for its users.
LeanData
Series A in 2014
LeanData, Inc., founded in 2012 and based in San Jose, California, specializes in SaaS-based data management solutions tailored for business-to-business enterprises. The company is recognized for its leadership in Revenue Operations, providing essential tools for Lead-to-Account Matching, Routing, and Marketing Attribution. LeanData's platform enhances the integration of sales and marketing efforts by ensuring a consistent data flow throughout the revenue process. This approach enables businesses to streamline their go-to-market strategies, facilitating faster revenue generation and improving the overall buyer experience. By offering a comprehensive suite of applications, LeanData allows revenue teams to efficiently plan, execute, and analyze their operations from a centralized platform that is adaptable and transparent.
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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