Pareto Holdings

Pareto Holdings is an early-stage investment firm founded in 2020 by Jon Oringer and Edward Lando, based in New York. The company focuses on pre-seeding exceptional entrepreneurs across various industries and geographies, executing dozens of investments each month. With over 500 investments to date, Pareto Holdings distinguishes itself by investing solely its own capital and maintaining a lean operational team. In addition to its investment activities, the firm also offers support to startups, functioning as a venture studio to help foster growth and innovation.

Rujual Bains

Venture Partner

Rohit Bhadange

Venture Partner

Annie Wasserman

Partner

Past deals in CRM

Workflow

Pre Seed Round in 2024
Workflow is a technology company that develops a management platform for streamlining creative work review and approval processes. Its platform offers customizable customer relationship management tools, automation, and seamless integrations, helping organizations optimize workflows, enhance team collaboration, and achieve digital transformation across diverse industries.

Posh

Seed Round in 2023
POSH operates a comprehensive event management and ticketing platform tailored for live experiences. Its white-label solution simplifies the event hosting process for nightlife curators by providing tools for marketing and customer management. The platform features automated SMS, email, and social media marketing capabilities, allowing hosts to efficiently reach their audience while concentrating on their brand and event production. Additionally, POSH includes a promoter management system, attendee segmentation, integrated customer relationship management, and artificial intelligence-driven ticket pricing, enabling clients to effectively organize and manage their events. This combination of features supports hosts in expanding their audience and enhancing the overall event experience.

Dotfile

Seed Round in 2023
Dotfile is a no-code platform based in Paris, France, that specializes in creating onboarding workflows for businesses involved in high-stakes transactions. Founded in 2021, the company offers a comprehensive solution that addresses a range of onboarding needs, including document checks, identity verification, anti-money laundering screenings, contract signatures, and CRM integration. Its platform allows companies to seamlessly orchestrate various service providers for identity verification, open banking, credit scoring, and more, enabling users to customize onboarding processes according to their specific requirements. This flexibility helps fintech firms, marketplaces, and gig economy companies save engineering resources, enhance conversion rates, minimize manual reviews, and automate Know Your Business and anti-money laundering procedures, thereby reducing fraud and streamlining operations.

Along

Pre Seed Round in 2022
Along allows you to build collaborative Alongspaces for every B2B deal and understand the blind spots in your buyer journey, while aligning all stakeholders in mutual action plans for sales and onboarding. Along was established in 2022 in Berlin, Germany.

Praiz

Pre Seed Round in 2022
Praiz is a technology company that specializes in developing a customer relationship management (CRM) platform. This platform automatically updates CRM systems by extracting and summarizing data from sales conversations, using a proprietary generative AI extraction technology. By doing so, Praiz helps businesses improve their sales performance, save time, and maintain accurate data without manual data entry.

DimOrder

Seed Round in 2022
DimOrder is a cloud-based e-commerce platform designed specifically for restaurants, enabling efficient management of various operational aspects. It provides features such as automated ordering and payment systems, menu digitalization, logistics management, customer relationship management, artificial intelligence-driven marketing, and supply chain and inventory management. By partnering with Meituan Dianping, a prominent platform in China, DimOrder extends its restaurant partners' visibility to a vast user base exceeding 667 million. Its customer application integrates seamlessly with social media and the software-as-a-service ecosystem, facilitating an enhanced customer experience. Additionally, DimOrder supports fintech solutions related to supply chain management, offering liquidity to restaurants to promote business growth and expansion.

Vendelux

Seed Round in 2022
Vendelux is a company that offers an AI-powered event intelligence platform aimed at enhancing marketers' decision-making regarding event attendance, sponsorship, and hosting. By integrating customer relationship management (CRM) data with a proprietary database of over 30,000 events, the platform enables users to identify prospects, customers, and competitors at various industry gatherings. Vendelux's solution assists marketers in optimizing their engagement strategies by highlighting key events where their target audiences are present, thus maximizing the impact and return on investment of their event-related activities.

MelodyArc

Pre Seed Round in 2021
MelodyArc is a technology company founded in 2021, headquartered in New York, that focuses on enhancing customer experience through advanced automation and artificial intelligence. Its flagship product, MelodyArc CX, is an all-in-one customer experience operations platform designed to integrate seamlessly with existing customer relationship management systems and support channels. By leveraging a proprietary decision engine, MelodyArc CX aims to improve resolution rates and reduce operational costs by 50%, while maintaining the critical human element essential for excellent customer interactions. The platform includes customer support-specific AIs and ArcAgents to assist in complex cases, ensuring a consistent and on-brand experience for users. Through its innovative approach, MelodyArc enables businesses to deliver modern, efficient customer service solutions.

Norby

Seed Round in 2021
Norby is a business that provides a toolkit for creators and brands to build and monetize their audience via SMS. Its platform facilitates meaningful relationships between creators and their followers, offering short message service marketing campaigns and email newsletters to help creators engage with and grow their audience.

SuperDial

Pre Seed Round in 2021
SuperDial leverages conversational AI to automate tedious outbound phone calls on behalf of healthcare organizations. Our customers include leading RCM companies, DSOs, digital health providers, and provider data vendors. We help these customers automate a variety of call types including benefits verifications, claim follow-ups, prior auth follow-ups, credentialing & enrollment follow-ups and provider data inquiries. SuperDial can be extended to new use cases, so if there's another type of outbound phone call you'd like to automate, please reach out to us!

Butter

Pre Seed Round in 2021
Butter is a software and e-commerce platform that aims to enhance the food wholesale supply chain for wholesalers and distributors. Founded in 2020 and based in California, Butter provides a comprehensive suite of products designed to streamline operations and improve cash flow. The platform offers a mobile application that replaces traditional pen-and-paper methods for order management, inventory monitoring, accounting, and customer relationship management. By digitizing these processes, Butter enables food distributors to efficiently manage their business operations, ensuring that customers remain informed at all times. The company's innovative approach helps clients to scale their food businesses effectively.

Blanket

Seed Round in 2020
Blanket is a Miami-based company founded in 2016 that specializes in automating the sales development process through its innovative platform. The company provides tools for sales teams to efficiently prospect for leads, manage email communications, create landing pages, and schedule calls. By integrating these functionalities into a single platform, Blanket enables users to generate interest from their audience and analyze results effectively, ultimately enhancing the efficiency of sales representatives in securing qualified leads.

DimOrder

Seed Round in 2020
DimOrder is a cloud-based e-commerce platform designed specifically for restaurants, enabling efficient management of various operational aspects. It provides features such as automated ordering and payment systems, menu digitalization, logistics management, customer relationship management, artificial intelligence-driven marketing, and supply chain and inventory management. By partnering with Meituan Dianping, a prominent platform in China, DimOrder extends its restaurant partners' visibility to a vast user base exceeding 667 million. Its customer application integrates seamlessly with social media and the software-as-a-service ecosystem, facilitating an enhanced customer experience. Additionally, DimOrder supports fintech solutions related to supply chain management, offering liquidity to restaurants to promote business growth and expansion.

Field Complete

Seed Round in 2020
Field Complete Inc., founded in 2019 and headquartered in Atlanta, Georgia, specializes in developing cloud-based field service management software solutions. The company offers a range of tools including customer relationship management (CRM), estimation and quotes, scheduling and dispatching, job management, invoicing, GPS tracking, payments, and reporting services. These solutions are designed to enhance business efficiency for various industries such as property maintenance, construction, cleaning, green energy, and more. The software is built by a team with extensive experience in real estate, property maintenance, building, and development, aiming to address the specific needs of service providers in these fields.

Cheerfy

Seed Round in 2020
Cheerfy Ltd. is a technology company that specializes in creating a Wi-Fi based customer recognition and relationship tool aimed at enhancing the digital experience for businesses, particularly in the restaurant and hospitality sectors. Founded in 2014 and headquartered in London, Cheerfy has developed an integrated platform that includes various products such as a customer relationship management and loyalty platform, online ordering, a multi-brand marketplace, and self-service kiosks. These solutions enable businesses to provide seamless Wi-Fi access, gather real-time customer insights, and engage clients through personalized communications. Cheerfy serves a diverse clientele, including restaurants, hotels, and retailers across the United Kingdom, the United States, Spain, and Portugal, and has established partnerships with over 200 notable brands, ensuring a comprehensive and cohesive digital experience for their customers.

Riley

Seed Round in 2020
Riley is an artificial intelligence-powered personal assistant. It is used by salespeople to create contacts and store information for them, ready for whenever they need it, taking the work out of working with their CRM. As a result, they can close more deals and build genuine relationships.

Slik

Seed Round in 2017
Slik, Inc. is a technology company based in San Francisco, California, founded in 2016. It specializes in designing and developing targeted email outreach systems that automate lead generation and prospecting for sales teams. The company provides access to contextual data about decision-makers, enhancing the effectiveness of cold outreach efforts. Slik is notable for its high email accuracy, ensuring that communications reach actual individuals rather than getting lost in spam. Additionally, the company employs advanced filtering techniques to create highly targeted contact lists, allowing users to efficiently browse and connect with relevant businesses and individuals based on specific criteria.

Upcall

Seed Round in 2017
Upcall, Inc. is a technology company that offers an outbound calling platform designed to help businesses, non-profits, and individuals enhance customer engagement and retention. Founded in 2016 and headquartered in San Francisco, with additional offices in Brussels, Upcall provides access to a network of thousands of vetted U.S.-based callers. Its platform includes features such as script templates, call analytics, and recording capabilities, along with integrations for popular tools like Slack, Salesforce, Google Calendar, and Outlook. By enabling users to manage call campaigns efficiently, Upcall supports organizations in acquiring, qualifying, and converting leads through effective communication strategies. The company has gained recognition as a participant in the Y Combinator startup accelerator.

Onward

Convertible Note in 2016
Onward is a customer service automation platform that specializes in developing artificial intelligence-based tools aimed at enhancing user interactions in business settings. The platform's primary objective is to help clients achieve a targeted automation level, characterized by automating 40% of customer inquiries and messages while maintaining an average response time of 40 seconds. Onward's solutions are designed for seamless integration with existing systems such as Zendesk, Salesforce, and Hubspot, facilitating the management of customer queries and lead generation. Utilizing advanced natural language processing, Onward's enterprise chatbot can interpret customer messages and generate contextualized, personalized responses by leveraging data points like historical activity and location. This innovative approach aims to improve customer service efficiency while enhancing user satisfaction.

SuperPhone

Seed Round in 2016
SuperPhone is an innovative mobile messaging platform that enables enterprise retail brands to effectively acquire and engage mobile customers. By harnessing data-driven insights and intelligent messaging, SuperPhone enhances customer relationships and drives revenue growth. The platform supports high-volume marketing text broadcasts through various phone numbers, including shortcode and toll-free options, allowing businesses to reach a global audience. Additionally, it provides advanced analytics to monitor conversation performance and revenue, empowering companies to improve engagement and customer retention. Through its technology, SuperPhone aims to transform the way brands interact with their customers, fostering brand loyalty and personalized experiences.

Posh

POSH operates a comprehensive event management and ticketing platform tailored for live experiences. Its white-label solution simplifies the event hosting process for nightlife curators by providing tools for marketing and customer management. The platform features automated SMS, email, and social media marketing capabilities, allowing hosts to efficiently reach their audience while concentrating on their brand and event production. Additionally, POSH includes a promoter management system, attendee segmentation, integrated customer relationship management, and artificial intelligence-driven ticket pricing, enabling clients to effectively organize and manage their events. This combination of features supports hosts in expanding their audience and enhancing the overall event experience.
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