# Assembly

> Assembly (formerly Copilot) is an AI-powered client portal platform for professional and creative service firms. It gives agencies, accountants, consultants, law firms and freelancers a single branded space where clients can message, sign contracts, pay invoices, share files and buy productized service packages, backed by a lightweight CRM and an AI assistant. Founded in 2020 by Marlon Misra and Neil Raina and based in New York, the Y Combinator-backed company serves more than a thousand service businesses across the US, Canada, the UK, Europe and Australia.

- **Founded:** 2020
- **Headquarters:** New York, New York, United States
- **Founders:** Marlon Misra (Co-founder & CEO), Neil Raina (Co-founder & CTO)
- **Team size:** ~42 employees (20-50 range)
- **Products:** Client Portal, Client Management (CRM), Storefronts, Invoicing & Payments, Contracts & eSignature
- **Notable:** Raised a $10M Series A at a $100M valuation in January 2023 led by YC Continuity and Lachy Groom., Grew to 1,000+ customer firms managing over 1M end clients worldwide., Achieved SOC 2, HIPAA and GDPR compliance to serve regulated industries.

## Products & services

- **Client Portal** — A white-label, branded portal where clients access tasks, messages, files, contracts, forms and payments in one place.
- **Client Management (CRM)** — A lightweight CRM with billing tools to track client relationships and revenue without heavyweight sales software.
- **Storefronts** — eCommerce-style productized service packages - sell audits, strategy sessions or retainers with fixed pricing and recurring billing.
- **Invoicing & Payments** — Create invoices, collect subscription and one-off payments, and manage recurring billing inside the portal.
- **Contracts & eSignature** — Send, sign and store contracts and agreements without leaving the platform.
- **AI Assistant** — An AI copilot that helps firms manage clients, draft communications and streamline workflows.
- **Integrations Platform** — Extend Assembly with APIs, Zapier, Make and embedded apps to connect existing tools.

## Achievements

- Raised a $10M Series A at a $100M valuation in January 2023 led by YC Continuity and Lachy Groom.
- Grew to 1,000+ customer firms managing over 1M end clients worldwide.
- Achieved SOC 2, HIPAA and GDPR compliance to serve regulated industries.
- Maintains a 4.8+ average star rating on G2.
- Rebranded from Copilot to Assembly while expanding from a single portal into a full platform.

## Latest updates

- **2024-01** — Rebranded from Copilot to Assembly and moved to the assembly.com domain, repositioning as an AI-powered platform for professional service firms.
- **2024-06** — Launched an AI Assistant / copilot layer across the client portal and CRM.
- **2023-11** — Shipped the 2023 Fall Release expanding storefronts, billing and platform integrations.
- **2023-01** — Announced Copilot 1.0 alongside a $10M Series A led by YC Continuity and Lachy Groom.

## Links

- Website: https://assembly.com
- LinkedIn: https://www.linkedin.com/company/assemblycom
- Twitter/X: https://twitter.com/asm
- YouTube: https://www.youtube.com/@assembly
- Instagram: https://instagram.com/assembly
- Facebook: https://facebook.com/assemblymade

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Profile page: https://yespress.io/assembly
Published by YesPress — https://yespress.io
Last updated: 2026-07-13