Right Side Capital Management

Right Side Capital Management, established in 2010, is a San Francisco-based venture capital firm that specializes in early-stage technology investments. It focuses on funding pre-seed rounds, making 75-100 investments annually in startups outside major tech hubs, with pre-money valuations typically ranging from $1M to $3M. The firm prefers capital-efficient businesses and aims to provide a swift investment decision, usually within two weeks. Since 2012, RSCM has invested in approximately 200 companies across 19 U.S. states and several international locations, including Canada, Israel, Australia, New Zealand, and Western Europe.

Kevin Dick

Managing Director

Dave Lambert

Founder and Managing Director

David Lambert

Founder and Managing Director

Jeff Pomeranz

Managing Director

Paul Swiencicki

Growth Partner

Past deals in Sales Automation

Vouchery

Pre Seed Round in 2023
Vouchery.io is a predictive Promo Management platform designed to enhance the effectiveness of discount, referral, and coupon programs. The platform addresses the challenge of overwhelming customers with excessive promotions, which can lead to disengagement and brand devaluation. By leveraging machine learning and predictive analytics, Vouchery enables marketing teams to tailor promotions based on individual customer lifetime value, engagement levels, and preferences. This approach ensures that customers receive the right incentives at critical moments in their lifecycle. Additionally, Vouchery helps brands automate personalized advertising and sales promotions, allowing timely, relevant offers to be presented at each stage of the customer journey, thereby fostering greater engagement and driving meaningful actions.

dealpad

Seed Round in 2023
Dealpad is a developer of sales enablement software that aims to enhance the sales process for companies. Its platform centralizes communication, materials, and stakeholders involved in the deal-making process, facilitating collaboration between sellers and buyers. By focusing on the buyer's journey and their decision-making criteria, Dealpad provides businesses with the insights and strategies necessary to improve sales performance and conversion rates. The software is designed to streamline the sales motion, helping organizations effectively manage and optimize their sales efforts.

ForwardLane

Funding Round in 2022
ForwardLane Inc. is an artificial intelligence company based in New York, with additional locations in London and Fort Lauderdale. Founded in 2014, it specializes in providing AI-powered solutions tailored for wealth management, asset management, and commercial banking. The company develops a unique platform that utilizes natural language processing to synthesize data and generate insights for financial advisors and fund distributors, enhancing their productivity and client engagement. Key offerings include the A1 signal engine, which automates the extraction of actionable insights, and the ForwardLane Goal Miner, designed to identify financial goals from unstructured data sources. The platform integrates seamlessly into existing workflows, such as those in CRM systems, facilitating proactive client interactions and driving organic growth by identifying opportunities for client retention and engagement. Through its innovative approach, ForwardLane empowers financial institutions to convert complex data into meaningful intelligence quickly and efficiently.

Vengreso

Pre Seed Round in 2022
Vengreso provides training and technology services focused on enhancing virtual selling skills for sales teams and business owners. The company aims to improve prospecting and sales performance by using science-based teaching techniques that help sellers retain and apply knowledge effectively in their daily activities. Vengreso also offers FlyMSG, a text expander and personal writing assistant designed to streamline communication for knowledge workers by reducing repetitive messaging and tasks. Through these offerings, Vengreso supports sales and marketing professionals in navigating the digital sales ecosystem and building stronger buyer engagement and sales pipelines.

Knead

Pre Seed Round in 2022
Knead is a sales and marketing platform that tracks performance, automates marketing, and handles customer care.

Quickpage

Pre Seed Round in 2022
Quickpage is a mobile sales app that specializes in video communication tools designed to enhance the interaction between sales professionals and their customers. The platform enables users to send personalized video messages, allowing businesses to effectively engage with clients and increase response rates. Quickpage's features include video email signatures and video messaging, catering primarily to sectors such as automotive, real estate, and insurance. By offering a streamlined method for tracking and managing video communications, Quickpage helps salespeople improve their outreach and maintain consistent contact with potential customers.

Vouchery

Pre Seed Round in 2022
Vouchery.io is a predictive Promo Management platform designed to enhance the effectiveness of discount, referral, and coupon programs. The platform addresses the challenge of overwhelming customers with excessive promotions, which can lead to disengagement and brand devaluation. By leveraging machine learning and predictive analytics, Vouchery enables marketing teams to tailor promotions based on individual customer lifetime value, engagement levels, and preferences. This approach ensures that customers receive the right incentives at critical moments in their lifecycle. Additionally, Vouchery helps brands automate personalized advertising and sales promotions, allowing timely, relevant offers to be presented at each stage of the customer journey, thereby fostering greater engagement and driving meaningful actions.

Scopify AI

Pre Seed Round in 2021
Scopify is a B2B platform that uses AI to find hot qualified leads scored with BANT (Budget, Authority, Need, Timeline). Book a demo with Scopify to find who is in market for your products and services and reach out to them with our email and linkeidn chatbots to book qualified meetings. Book demo here - https://scopify.ai/book-demo.html

Maxia

Pre Seed Round in 2021
Maxia is a research and development company specializing in the autonomous assembly and optimization of machine learning models, particularly for time series data. The company offers a cloud-based platform that focuses on predictive marketing and sales analytics. Its services include predictive modeling, artificial intelligence, data analytics, and advanced modeling, which help businesses identify potential customers and analyze behavioral patterns. Features such as lead scoring, churn prediction, and insights into high-value prospects empower companies to optimize their marketing strategies and enhance decision-making processes. Additionally, Maxia supports data pipelines, cloud compute metrics, exploratory data analysis, and ML model experimentation, contributing to a comprehensive understanding of market dynamics.

OpenGTM

Convertible Note in 2021
OpenGTM specializes in developing AI-powered revenue intelligence software that enhances the efficiency of sales and marketing teams. By synthesizing data from customer relationship management (CRM) systems and go-to-market (GTM) technology stacks, the software provides a clear understanding of customer personas and accurate revenue predictions. It prioritizes opportunities, enabling teams such as sales, capture, and revenue operations to focus on the most promising prospects while optimizing resource allocation. Through this advanced machine learning approach, OpenGTM aims to improve decision-making processes and drive overall business success.

XILO

Venture Round in 2020
XILO is a workflow automation platform tailored for traditional insurance agencies and companies. It enhances the integration of online and offline customer experiences while automating back-office tasks. By connecting various insurance systems, such as agency management software and raters, XILO enables independent insurance agencies to convert potential customers into clients more effectively. The platform reduces the need for repetitive data entry, allowing insurance agents to operate more efficiently and remain competitive in a rapidly evolving market.

BurnRate

Convertible Note in 2020
BurnRate operates a business optimization platform that helps companies enhance their scaling processes. The platform integrates revenue, headcount, and demand planning into a cohesive tool, providing clarity for optimizing marketing, sales, and customer success efforts. It allows investors, founders, and sales leaders to design effective revenue and capacity plans while maintaining agility in their operations. By enabling users to plan for multiple scenarios without the pitfalls of traditional spreadsheets, BurnRate supports businesses in streamlining their growth strategies and achieving success more efficiently.

CFO2

Convertible Note in 2020
CFO2 is a business intelligence software company headquartered in Toronto, Canada, that specializes in serving multi-unit restaurant operators. Its software transforms restaurant data into visual representations, allowing users to identify trends, outliers, and actionable insights. By helping clients uncover upselling opportunities and make informed product recommendations, CFO2 enhances operational efficiency, optimizes labor scheduling, and reduces food costs. The platform also provides real-time transparency into sales and operations, which aids in loss prevention and critical business decision-making. Catering to establishments ranging from five to five hundred locations, CFO2 enables its users to significantly improve their bottom line through data-driven strategies.

Basix Concepts

Convertible Note in 2020
Basix.ai is a Toronto-based company founded in 2017 that specializes in developing sales growth tools aimed at enhancing the effectiveness of sales teams. The company offers a platform designed to streamline sales conversations, reduce administrative tasks, and improve lead conversion rates. By leveraging technology, process optimization, and training, Basix.ai enables businesses to build larger sales pipelines and ultimately increase profitability. With a strong background in sales management, including incentive design and coaching, Basix.ai focuses on equipping sales teams with the resources they need to succeed in today's competitive sales environment.

BuyerSight

Pre Seed Round in 2019
BuyerSight is an AI and predictive analytics platform designed to enhance the effectiveness of sales managers overseeing customer-facing teams. By collecting data from sales representatives' emails, calendars, and CRM systems, the platform utilizes artificial intelligence and natural language processing to deliver actionable insights and recommendations. This enables sales leaders to maintain quality control, identify best practices, and engage in data-driven coaching. Founded by two Harvard classmates with extensive experience in B2B sales and software, BuyerSight is headquartered in New York City and aims to optimize commercial relationships through its innovative analytics solutions.

Vertify

Seed Round in 2019
Vertify, Inc. is an Austin, Texas-based company that specializes in data integration and management through its customer intelligence platform, Vertify Customer Intelligence Platform (VCIP). Founded in 2009, the platform allows users to seamlessly collect and manage data from various enterprise systems, facilitating connections between marketing and customer relationship management systems. By utilizing drag-and-drop technology, Vertify enables organizations to create permanent data connections without requiring extensive internal engineering resources. The platform aims to streamline business processes by identifying bottlenecks between sales, marketing, and customer success teams, ultimately unlocking new revenue potential and enhancing the return on investment for existing revenue technology stacks. Vertify's solutions help clients respond to customer needs more efficiently and accelerate business operations.

Kylie.ai

Convertible Note in 2019
Kylie.ai, Inc. specializes in consumer data analytics software aimed at automating customer care conversations. Founded in 2014 and based in San Francisco, the company has developed a proprietary artificial intelligence system that comprehensively analyzes customer complaints by understanding their context and sentiment. This technology enables the software to generate appropriate responses based on relevant company data, allowing for efficient monitoring of communications directed to customer support teams. By automating the initial response process, Kylie.ai significantly reduces the workload for support agents, freeing them from routine inquiries and enabling them to focus on more complex issues. The company operates as a subsidiary of Directly Software, Inc.

Sparkir

Pre Seed Round in 2019
Sparkir is a digital platform designed to support equipment suppliers and small business owners in managing their operations. The platform serves as a central management portal that facilitates the tracking of sales and workforce management. With features such as real-time reporting and seamless integration, Sparkir enables users to efficiently manage their business activities. Additionally, the platform offers dedicated support to ensure that users can operate their businesses effectively.

Insycle

Pre Seed Round in 2018
Insycle is a New York City-based company that specializes in data management through its cloud-based platform. The company aims to simplify the organization, cleansing, and updating of data across various platforms, including Salesforce, Marketo, Intercom, Zendesk, HubSpot, and Yext. Its platform offers task-oriented modules that enable users to manage bulk records, merge duplicates, standardize fields, and resolve data inconsistencies. By aggregating data from multiple sources into a single interface, Insycle provides tools for admins and inbound marketers to maintain accurate and organized contacts and company information, allowing for efficient manipulation and analysis as needed.

Qanta.ai

Convertible Note in 2017
Qanta.ai specializes in enhancing the mortgage lending process through an AI-driven platform that addresses the high customer acquisition costs associated with financial products. Their technology assists lenders and brokers by engaging, qualifying, and onboarding clients, which significantly boosts the productivity of mortgage operations. The platform facilitates the management of home loans by tracking current and pending loans, engaging with customers, and constructing and updating loan clearance profiles. Additionally, it handles mortgage-related paperwork and sends notifications regarding the progress of applications and offers from various lending agencies. This comprehensive approach enables home loan seekers and borrowers to find and compare suitable mortgage options, streamlining the lending process.

MoData

Funding Round in 2017
MoData is a developer of a sales intelligence platform designed to enhance decision-making and accelerate revenue growth for B2B enterprises. The platform facilitates sales strategy planning and management for large sales teams by providing transparency and predictive insights throughout the entire sales process, from lead generation to renewal. By integrating data from various pipeline tools, MoData analyzes their impact and delivers actionable insights, forecasts, and recommendations to optimize sales performance. The platform features out-of-the-box widgets that highlight historical sales trends and future projections, as well as coaching tools tailored for sales leaders and operations personnel. This comprehensive approach enables clients to improve sales productivity, enhance deal prediction, and effectively manage their sales pipelines.

Seamless.AI

Convertible Note in 2017
Seamless.AI is a provider of sales automation software designed to streamline the process of contact organization and accessibility. The platform utilizes artificial intelligence to efficiently gather accurate email addresses, phone numbers, and professional insights, allowing users to automate essential tasks such as list building, contact research, and data entry. By leveraging real-time people search engines and customizable filters based on various criteria like industry and company size, Seamless.AI enables its clients to build targeted pipelines, reduce sales cycles, and enhance deal closure rates. This innovative approach to sales automation supports businesses in creating valuable relationships and seizing new opportunities.

Harbor Plan

Pre Seed Round in 2017
Harbor is a provider of an innovative sales intelligence and automation platform tailored for independent professionals such as financial advisors, accountants, and lawyers. The company offers an intelligent sales assistant that automates sales conversations, allowing users to concentrate on managing their businesses. Harbor's platform features the Harbor Plan, which includes two specialized quizzes: the Financial Health Quiz and the Investor Personality Quiz. These quizzes help assess potential clients' financial situations, priorities, and investment personalities, thus enabling better qualification of leads compared to traditional methods. Additionally, Harbor operates as a multi-channel lead-generation platform, facilitating communication through text, voicemails, phone calls, and emails, all managed through a dedicated phone number. This comprehensive approach enhances sales conversion rates and strengthens client relationships, all at a significantly lower cost compared to hiring sales specialists.

Lightning AI

Convertible Note in 2017
Lightning AI operates an online marketing platform designed to identify target audiences for digital advertising. The platform leverages artificial intelligence to automate and optimize key processes, including bidding, audience expansion, and re-targeting, which helps businesses achieve their marketing objectives. By streamlining these functions, Lightning AI enables marketers to lower customer acquisition costs while allowing them to concentrate on developing creative and engaging marketing campaigns.

Orbirental

Convertible Note in 2017
Orbirental is an online platform designed to streamline the vacation rental booking process for property owners and agencies. It offers a user-friendly interface that simplifies management tasks while significantly reducing operational costs compared to more complex software solutions. The platform features a sales-centric pipeline and a robust automation engine, enhancing lead-to-booking conversion rates and ultimately boosting rental revenues. By providing technical integrations and supporting data-driven initiatives, Orbirental enables vacation rental companies to prioritize hospitality over operational challenges.

Rainmakers

Convertible Note in 2017
Rainmakers is a specialized recruiting platform designed to facilitate the hiring of top sales talent. The platform connects sales candidates with organizations, allowing candidates to showcase their skills and sales achievements. Companies can then bid for these candidates, fostering a competitive environment that helps both parties find the best match. Through this innovative approach, Rainmakers aims to streamline the hiring process and enhance the quality of sales recruitment.

Arternal

Convertible Note in 2017
ARTERNAL is a New York-based company founded in 2015 that specializes in customer relationship management software tailored for art galleries, museums, and auction houses. Its platform allows users to efficiently manage contact information, track sales activities, and collect customer data, while also facilitating the allocation of staff and resources. By streamlining the sales process, ARTERNAL enhances the ability of art professionals to monitor deal flow and prioritize follow-ups, ultimately reducing the time required to sell artwork. The software integrates various functions, including revenue management, client relations tools, and inventory management, into a single platform, enabling users to focus on building relationships and increasing sales. Accessible via web and mobile devices, ARTERNAL's solution addresses the operational needs of art dealers and gallery owners.

Fullcast.io

Convertible Note in 2017
Fullcast.io is a software company based in Redmond, Washington, that specializes in enhancing sales operations through its innovative platform. Founded in 2015, the company focuses on transforming traditional sales processes into growth-driven operations by offering sales-ops-as-a-service. This service integrates people, processes, and cloud technology to optimize resource allocation and improve sales performance. Fullcast.io provides tools for designing sales plans, conducting scenario analysis, and visualizing key growth metrics, enabling sales leaders to align actual performance with targets effectively. With a team experienced in sales operations from notable companies, Fullcast.io partners with organizations to help them achieve their sales objectives and drive growth.

Prospectify

Seed Round in 2017
Prospectify, Inc. is a data intelligence company based in Gilbert, Arizona, that specializes in an automated prospecting platform designed to assist sales teams in identifying and connecting with qualified leads. Founded in 2016, Prospectify's platform offers data search, enrichment, and verification systems, allowing users to create targeted lists and outreach campaigns efficiently. By integrating lead generation capabilities directly into customer relationship management (CRM) systems, the platform streamlines the process of prospecting and minimizes the time spent on data tools. This enables sales executives to focus on closing deals more effectively. In 2019, Prospectify became a subsidiary of AngelList LLC.

Attentive

Convertible Note in 2017
Attentive develops sales assistant software designed to enhance the sales process for users. Founded in 2014 and based in Braga, Portugal, the platform enables users to create and manage deals, monitor their status, and generate tasks efficiently. Attentive analyzes user activity and deals to provide insights that help close more transactions, identify deals that may impact performance, and determine optimal times to follow up on stagnant deals. By focusing on relevant key performance indicators, Attentive ensures that no deal is overlooked, maintaining an organized and streamlined sales pipeline. The software allows sales teams to operate smoothly and predictably, requiring minimal daily engagement to keep the revenue pipeline consistently updated.

Hexa

Convertible Note in 2017
Hexa entirely automates all of the menial tasks that reps are doing today, through one single operator. One of the biggest bi-products of this technology is having true personalization at scale. In fact, our technology can do this job even better than humans. This frees up their time to focus on the deals that really matter. Learn more about Hexa by requesting a demo today

Allbound

Seed Round in 2016
Allbound, Inc. provides a cloud-based channel sales and marketing platform designed to enhance the efficiency of indirect sales channels. Founded in 2014 and headquartered in Scottsdale, Arizona, with an additional office in Gurugram, India, the company offers a solution that simplifies the recruitment, onboarding, and training of sales partners. Its platform facilitates collaboration between channel vendors and partners by automating the distribution of marketing content, sales tools, and training resources throughout the sales process. Additionally, Allbound's technology delivers behavioral insights that enable organizations to make data-driven decisions, improving partner engagement and overall channel performance through real-time reporting and analytics.

Preesale

Convertible Note in 2016
Preesale is a mobile-based ticket management application designed for event organizers to efficiently manage events and sell tickets. Founded in 2015 and based in Liege, Belgium, Preesale differentiates itself by allowing organizers to access cash flows before their events, enhancing revenue generation and targeting qualified leads. The application integrates seamlessly with Facebook, enabling users to create and sell tickets in under five minutes. Additionally, it provides analytical tools to track sales, facilitates communication with guests through text messages, and offers a smartphone-based ticket scanning feature for event entry. Overall, Preesale aims to improve visibility and accessibility to events, streamlining the ticketing process for both organizers and attendees.

People Data Labs

Seed Round in 2016
People Data Labs specializes in providing high-quality B2B data for developers, engineers, and data scientists. With a robust database of 3 billion accurate records, the company enables clients to create and enhance person profiles, enrich existing data, and support predictive modeling and artificial intelligence applications. Their platform serves various sectors, including sales and marketing, investment research, fraud detection, and talent acquisition, ensuring that clients can build and scale innovative, data-driven products effectively. By acting as a reliable data partner, People Data Labs supports both enterprise and startup clients in achieving greater efficiency and success in their data-enabled initiatives.

ConvertFlow

Convertible Note in 2016
ConvertFlow is a Miami-based company that specializes in onsite marketing automation software aimed at converting website visitors into customers. The platform enables businesses to display targeted calls-to-action, which engage potential customers and facilitate the conversion process. It allows users to tag contacts, trigger specific actions, and provide personalized CTAs for returning leads, guiding them through their buying journey. Additionally, ConvertFlow's software integrates seamlessly with customer relationship management tools, ensuring that marketing messages remain relevant across various platforms. By leveraging actionable insights about user contacts, ConvertFlow helps businesses generate more leads and acquire customers more effectively.

Metadata

Seed Round in 2016
Metadata, Inc. operates a demand generation platform tailored for B2B enterprises, focusing on inbound marketing and customer acquisition. Founded in 2015 and based in San Francisco, the company provides tools that enable users to amplify campaigns to targeted audiences, generate comprehensive profiles for incoming signups, and create buyer and user personas. The platform allows for segmentation of prospects by various criteria such as industry and interests, facilitating the generation of a qualified sales pipeline. By integrating with marketing automation platforms like Salesforce, Metadata helps eliminate manual tasks for marketers, allowing them to concentrate on strategic initiatives. Additionally, the company's software collects and analyzes historical sales data to identify ideal customer profiles and enhance demand generation efforts, ultimately providing businesses with a reliable channel for engagement and conversion.

ExecVision

Pre Seed Round in 2016
ExecVision Inc. operates a conversation intelligence platform specifically designed for enhancing coaching within organizations. Founded in 2005 and based in Arlington, Virginia, the company utilizes artificial intelligence to analyze customer-facing conversations, extracting actionable insights that help improve performance and drive revenue. By transcribing and examining conversations, ExecVision identifies key moments and contextual elements, allowing managers to discern effective strategies and differentiate high performers from others. In addition to its platform, ExecVision, through its brand Vorsight, offers sales effectiveness training and consulting services, focusing on areas such as tactical sales, prospecting, and inside sales consulting. This combination of technology and specialized training enables organizations to efficiently coach their teams and close the insights-to-performance gap.

AdvisorConnect

Convertible Note in 2016
AdvisorConnect is a sales acceleration platform designed to assist financial advisors and insurance agents in client acquisition and business development. The platform employs an AI-driven Network Navigator, which helps advisors identify potential clients by analyzing data from various social media, email accounts, and mobile devices. By consolidating this information, AdvisorConnect enables users to discover suitable markets and prospects embedded within their existing social networks. Additionally, the platform automates workflows and provides real-time, network-based analytics, allowing advisors to enhance their product, marketing, and content strategies effectively. Through these features, AdvisorConnect aims to streamline the process of finding new clients and improve the overall efficiency of advisors' operations.

Moxiter

Convertible Note in 2016
Moxiter is a cloud-based enterprise software provider focused on serving tour operators and destination management companies. The platform offers a comprehensive solution that facilitates sales automation, inventory management, online sales distribution, and accounting services. By enabling these businesses to transition to online operations, Moxiter aims to enhance their sales capabilities and streamline overall management processes.

ContextSmith

Seed Round in 2016
ContextSmith, Inc. is a customer intelligence software provider based in Mountain View, California, established in 2015. The company offers a platform that centralizes customer interactions, creating a structured, single-source database that serves as a comprehensive resource for teams and enterprises. This software aids in managing and expanding enterprise accounts by facilitating collaboration among revenue teams and leveraging company-wide relationships to enhance sales efforts. By breaking down silos within organizations, ContextSmith enables businesses to sell more effectively to both new and existing customers.

Metadata

Convertible Note in 2015
Metadata, Inc. operates a demand generation platform tailored for B2B enterprises, focusing on inbound marketing and customer acquisition. Founded in 2015 and based in San Francisco, the company provides tools that enable users to amplify campaigns to targeted audiences, generate comprehensive profiles for incoming signups, and create buyer and user personas. The platform allows for segmentation of prospects by various criteria such as industry and interests, facilitating the generation of a qualified sales pipeline. By integrating with marketing automation platforms like Salesforce, Metadata helps eliminate manual tasks for marketers, allowing them to concentrate on strategic initiatives. Additionally, the company's software collects and analyzes historical sales data to identify ideal customer profiles and enhance demand generation efforts, ultimately providing businesses with a reliable channel for engagement and conversion.

Allbound

Seed Round in 2015
Allbound, Inc. provides a cloud-based channel sales and marketing platform designed to enhance the efficiency of indirect sales channels. Founded in 2014 and headquartered in Scottsdale, Arizona, with an additional office in Gurugram, India, the company offers a solution that simplifies the recruitment, onboarding, and training of sales partners. Its platform facilitates collaboration between channel vendors and partners by automating the distribution of marketing content, sales tools, and training resources throughout the sales process. Additionally, Allbound's technology delivers behavioral insights that enable organizations to make data-driven decisions, improving partner engagement and overall channel performance through real-time reporting and analytics.

SherpaDesk

Convertible Note in 2015
SherpaDesk is a cloud hosted customer support solution that assists IT businesses in tracking client requests and invoicing time for professional services. SherpaDesk is the support application for organizations needing the ability to track multiple rate types across a broad customer base and then invoice for their time. Mobile device access and the ability to brand a customer portal make it the perfect small business solution to improve any IT support and billing processes.

Allbound

Seed Round in 2014
Allbound, Inc. provides a cloud-based channel sales and marketing platform designed to enhance the efficiency of indirect sales channels. Founded in 2014 and headquartered in Scottsdale, Arizona, with an additional office in Gurugram, India, the company offers a solution that simplifies the recruitment, onboarding, and training of sales partners. Its platform facilitates collaboration between channel vendors and partners by automating the distribution of marketing content, sales tools, and training resources throughout the sales process. Additionally, Allbound's technology delivers behavioral insights that enable organizations to make data-driven decisions, improving partner engagement and overall channel performance through real-time reporting and analytics.

Outro Health

Seed Round in 2014
OUTRO is a referral automation platform that enhances the process of making and receiving referrals for sales, recruiting, and networking. By utilizing an algorithm, OUTRO streamlines the referral process, connecting organizations with potential clients, employees, partners, and investors from both their immediate networks and the broader OUTRO community. The platform enables users to create specific requests for introductions, which are facilitated through a Triple Opt-in process that ensures all parties involved pre-approve the introduction. This approach fosters high-quality, personalized referrals from trusted connections. OUTRO's Pro version offers features such as unlimited user licenses, extensive referral capabilities, contact data enhancement, and integration with CRM systems. The platform is designed to help businesses generate leads, recruit talent, and engage with their networks efficiently.

Touchbase

Seed Round in 2014
TouchBase, Inc. specializes in developing custom mobile applications aimed at enhancing the sales and marketing efforts of businesses. Founded in 2013 and headquartered in Los Altos, California, with additional locations in San Jose and Delhi, the company provides a flexible content management system that enables marketers to upload and manage their multimedia content, including photos, videos, and PDFs, for offline access. This functionality allows sales professionals to engage effectively with clients by showcasing relevant marketing materials without relying on an internet connection. TouchBase's innovative approach empowers organizations to create meaningful interactions with their customers while providing valuable insights into content performance, thereby improving operational efficiency in sales processes.

Kapta

Seed Round in 2014
Kapta, Inc. offers a cloud-based key account management platform designed to enhance the efficiency of account management teams. Founded in 2011 and based in Boulder, Colorado, the company provides a web-based Software-as-a-Service application that allows users to manage risk, measure customer satisfaction, and identify accounts needing attention. The platform enables organizations to capture customer expectations, generate detailed reports, and integrate existing customer records from Salesforce.com. Additionally, Kapta’s system includes features such as automated alerts and customized action plans based on real-time account metrics, facilitating the development of strategic and trusted relationships between account managers and their customers. Overall, Kapta aims to streamline key account management processes for businesses.

LIA

Convertible Note in 2014
LIA, San Diego, Calif.-based mobile platform for distribution of rich, real-time content between marketing and sales teams at Global 2000 companies.

Shopventory

Seed Round in 2013
Shopventory, Inc. is a provider of inventory management solutions tailored for small to medium-sized businesses. Founded in 2013, the company operates from its headquarters in San Diego, California, with an additional location in Englewood, Colorado. Shopventory offers a cloud-based platform that integrates with payment processing systems such as Square and PayPal Here, enabling retailers to track stock levels and inventory usage effectively. The platform also delivers sales analytics that help business owners monitor actual profit margins, compare data across multiple locations, and receive alerts regarding inventory management. By analyzing sales patterns, Shopventory assists businesses in making informed purchasing decisions and optimizing their inventory management processes to enhance overall sales performance.

OFunnel

Seed Round in 2013
For Businesses, OFunnel provides a way to tap into the networks of everyone in the organization--not just the sales team. With OFunnel, your sales team is able to spend more time gaining warm introductions and closing critical deals, and less time making cold calls.

Databox

Pre Seed Round in 2012
Databox, Inc. is a business intelligence application developer headquartered in Boston, Massachusetts, with an additional office in Ptuj, Slovenia. Founded in 2011, the company offers a mobile data application that consolidates data from various business applications, allowing users to monitor activities, track performance, and gain insights in real-time. The platform includes pre-built connectors to cloud services like SalesForce and Xero, as well as support for on-premise solutions and other data sources, including Hadoop and Excel. Databox serves marketing managers, executives, and product managers, enabling them to access key performance indicators and make informed decisions through intuitive dashboards. The company was previously known as Zeppelin, Inc. before rebranding in 2015.

RollSale

Seed Round in 2012
RollSale, LLC, founded in 2011 and based in Saint Louis, Missouri, operates a mobile-centric social network that facilitates transactions between car dealers and consumers in the United States. The platform allows car owners to efficiently connect with local dealers who are willing to offer competitive prices for their vehicles, enabling a streamlined process for obtaining payment. For car dealers, RollSale serves as a comprehensive portal, providing direct access to a variety of vehicles, including consumer-owned cars, rental vehicles, and off-lease cars, as well as inventory from other dealers. This dual functionality effectively supports both buyers and sellers in the automotive market.

Salezilla

Salezilla is a business-to-business sales automation tool that leverages artificial intelligence to enhance lead targeting and email personalization. By utilizing advanced AI algorithms, Salezilla accurately identifies potential business prospects and crafts personalized email communications that resemble human writing. This approach not only improves the effectiveness of outreach efforts but also fosters stronger connections between businesses and their leads. The platform's capabilities streamline the sales process, allowing companies to focus on meaningful engagement with prospective clients. In addition to its sales automation features, Salezilla also offers a recruitment platform that enables graduates to create profiles highlighting their job preferences and skills, facilitating connections with recruiters seeking suitable candidates.

Scalestack

Scalestack is an AI-driven platform designed to enhance go-to-market (GTM) strategies for larger sales teams. It offers scalable and automated workflows that clean, enrich, and prioritize data, utilizing customizable AI agents to deliver actionable insights for targeting and account prioritization. The platform integrates seamlessly with existing CRM systems and workflows, empowering sales teams to improve their prospecting efforts and accelerate business growth. Scalestack serves notable clients, including MongoDB and Redis, and is recognized for its SOC2 compliance, ensuring robust data security. This innovative approach has garnered positive feedback from industry leaders, highlighting its significant impact on revenue generation.

Brevity

Brevity is an AI-powered software platform that automates pitch creation, presentation, and delivery. They offer frameworks for capital raising, sales, interviewing, and other activities.

Spokbee

Spokbee operates a 3D product configuration platform that specializes in custom-manufactured products. The company focuses on advanced manufacturing technology and software solutions to automate product configurators, streamline sales processes, and enhance manufacturing efficiency. By offering a variety of printed products, Spokbee enables clients to obtain personalized gifts, unique home decor, and customized industrial supplies, all from a single platform.
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