Salesforce

Salesforce is a leading cloud-based software company, founded in 1999, specializing in customer relationship management (CRM) solutions. It offers a range of enterprise applications, including Sales Cloud for sales automation, Service Cloud for customer service, Marketing Cloud for digital marketing, and Commerce Cloud for e-commerce. Additionally, Salesforce provides a platform for building custom applications and MuleSoft for data integration. Salesforce.org, a division of the company, donates and discounts its technology to nonprofits and educational institutions, fostering a culture of giving back. Salesforce Ventures, the company's venture capital arm, invests in enterprise technology startups globally, providing funding, access to the Salesforce ecosystem, and guidance from its executives.

Samuel Ackah-yensu

Investor

Adrianna Alterman

Principal, Impact Fund

Marc Benioff

Co-Founder, Co-CEO and Chairman

Arundhati Bhattacharya

Chairperson and CEO

Craig Butters

Director, Customer Success

Kevin Chen

Investor

Robert DeSisto

SVP, GM B2B and B2C Commerce

Paul Drews

Managing Partner

Dan Farber

SVP Strategic Communications

Caroline Fiegel

Investor, Slack Fund

Kartikeya Gupta

Principal

Takuya Hosomura

Principal

Achyut Jajoo

SVP and GM, Manufacturing and Automotive

Robert Keith

Partner

David Kellenberger

Principal

Zak Kokosa

Investor

Rohit Mahna

SVP and General Manager

Fatima Paruk MD

Senior Vice President and Chief Health Officer

Bill Patterson

EVP and GM, CRM Applications

Lauryn Poyser

Investor, Impact Fund

Dom Pusateri

Investor

Alexandra Quie

Principal

Laura Rowson

Principal

Katie Schwartz

Principal, Salesforce Ventures

John Somorjai

Executive Vice President, Corporate Development

Jason Spinell

Partner, Slack Fund

Jason Spinell

Partner, Slack Fund

Jim Steele

President, Global Strategic Customers

Kevin Wu

Investor

Emily Zhao

Principal

Past deals in Credits and Lending

Altruist

Series F in 2025
Altruist is a company focused on enhancing the accessibility and affordability of independent financial advice. It offers a digital investment platform that streamlines operations for financial advisors, automating research and helping identify client needs. By improving efficiency, Altruist empowers advisors to reduce their fees, allowing clients to pay less while increasing their financial confidence. The company supports thousands of financial professionals, ultimately benefiting tens of millions of individuals seeking a better experience with their finances.

Viably

Seed Round in 2024
Viably is a financial platform tailored for online sellers, offering capital and banking solutions that enhance cash flow in the e-commerce sector. The platform enables users to manage their daily finances effectively through an integrated application that provides real-time information and practical tips for financial management. By simplifying money management and ensuring easy access to financial resources, Viably supports clients in navigating the complexities of their financial needs, ultimately fostering improved financial health for online businesses.

Athena

Venture Round in 2024
Athena Home Loans is a digital home lending platform that aims to transform the home loan experience for Australian mortgage borrowers. It connects wholesale funds to prime borrowers, offering a seamless online application process that ensures quick approvals and effective loan management without the need for in-person interactions. Athena distinguishes itself by providing competitive interest rates for both new and existing customers, challenging traditional banks that often reserve low rates exclusively for new borrowers. By focusing on transparency and efficiency, Athena enables clients to secure affordable mortgage rates while offering investors better returns through timely portfolio data. The company is committed to helping customers achieve financial freedom faster through its innovative approach to home financing.

Viably

Seed Round in 2022
Viably is a financial platform tailored for online sellers, offering capital and banking solutions that enhance cash flow in the e-commerce sector. The platform enables users to manage their daily finances effectively through an integrated application that provides real-time information and practical tips for financial management. By simplifying money management and ensuring easy access to financial resources, Viably supports clients in navigating the complexities of their financial needs, ultimately fostering improved financial health for online businesses.

Athena

Series D in 2021
Athena Home Loans is a digital home lending platform that aims to transform the home loan experience for Australian mortgage borrowers. It connects wholesale funds to prime borrowers, offering a seamless online application process that ensures quick approvals and effective loan management without the need for in-person interactions. Athena distinguishes itself by providing competitive interest rates for both new and existing customers, challenging traditional banks that often reserve low rates exclusively for new borrowers. By focusing on transparency and efficiency, Athena enables clients to secure affordable mortgage rates while offering investors better returns through timely portfolio data. The company is committed to helping customers achieve financial freedom faster through its innovative approach to home financing.

Bridgit

Venture Round in 2020
Bridgit is a Canadian technology company established in 2014, specializing in construction project management solutions. It offers two primary products: Bridgit Bench, a resource planning and workforce management tool, and Bridgit Field, an inspection, task, and communication management solution. Bridgit caters to contractors and developers, helping them streamline operations and maximize profits through a people-first approach. The company works with industry leaders such as Skanska and Balfour Beatty, and has raised over $35 million USD in equity financing from prominent investors.

Athena

Series C in 2019
Athena Home Loans is a digital home lending platform that aims to transform the home loan experience for Australian mortgage borrowers. It connects wholesale funds to prime borrowers, offering a seamless online application process that ensures quick approvals and effective loan management without the need for in-person interactions. Athena distinguishes itself by providing competitive interest rates for both new and existing customers, challenging traditional banks that often reserve low rates exclusively for new borrowers. By focusing on transparency and efficiency, Athena enables clients to secure affordable mortgage rates while offering investors better returns through timely portfolio data. The company is committed to helping customers achieve financial freedom faster through its innovative approach to home financing.

Bridgit

Series A in 2019
Bridgit is a Canadian technology company established in 2014, specializing in construction project management solutions. It offers two primary products: Bridgit Bench, a resource planning and workforce management tool, and Bridgit Field, an inspection, task, and communication management solution. Bridgit caters to contractors and developers, helping them streamline operations and maximize profits through a people-first approach. The company works with industry leaders such as Skanska and Balfour Beatty, and has raised over $35 million USD in equity financing from prominent investors.
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