The customer onboarding and engagement platform betting that the first 90 days - not the signature - decide whether a B2B relationship lasts.
Every B2B sale ends with a handshake and begins a quieter, less celebrated project: getting the customer from "signed" to "actually using this." For years that stretch - onboarding - ran on spreadsheets, email threads, and a customer success manager holding it together by force of will. OnRamp, a Boston company founded in 2020, was built to replace that improvisation with software.
Co-founders Paul Holder and Ross Lerner did not discover the problem in a market-sizing deck. They lived it, running customer success and onboarding at high-growth companies including Bombas, VTS, and Troops - the last acquired by Salesforce. The pattern repeated everywhere: strong products stalled in the gap between purchase and value, and no tool was built specifically to close it. So they built one.
The result is a customer onboarding and engagement platform now used by enterprise teams - including, the company says, three of the Fortune 15 - to move new customers to their first win faster. In November 2025, OnRamp raised a $15 million Series A led by Koch Disruptive Technologies, bringing its total funding to roughly $27 million.
"Onboarding and creating a great first impression are the most critical aspects of the customer lifecycle."
OnRamp pulls the scattered pieces of onboarding - tasks, training content, communication, progress tracking, and cross-team collaboration - into one place. Customers get a personalized, self-serve hub; the vendor's team gets visibility into where every account is stuck.
A role-specific, self-serve portal that adapts to each customer's profile and history, with guided steps, progress tracking, and milestone recognition so buyers always know what's next.
OnRamp AI builds tailored playbooks from a spreadsheet or a plain-language prompt, automates sales-to-CS handoffs, and flags accounts at risk of stalling before they do.
Dashboards reveal velocity, bottlenecks, and completion risk. AI Summaries surface patterns and recommendations, while rule-based triggers handle the repetitive steps automatically.
Figures below are drawn from OnRamp's published customer case studies. Treat them as vendor-reported outcomes, not audited benchmarks - but the direction is consistent.
"In just three months with OnRamp, we've doubled our onboarding capacity and cut our go-live time by more than half."
OnRamp's argument is blunt. A customer who never reaches value in the first weeks is a customer already drifting toward cancellation, no matter how good the renewal pitch is later. One published figure the company points to: at InCharge, users who onboarded through OnRamp retained at 90 percent, versus 51 percent for those who did not.
That framing explains who buys it. OnRamp sells to enterprise and mid-market post-sales, customer success, and implementation teams - the people accountable for that first-90-days window. Named customers include Qualia, AGS Health, Push Operations, Bullhorn, Betterment, Xplor Technologies, JustPark, Tapcheck, HHAeXchange, Flosum, Espresa, and InCharge.
The company deliberately reaches beyond software. Its solutions span B2B SaaS, healthcare and revenue-cycle management, client services, distribution and logistics, manufacturing, and partner or carrier onboarding - industries where onboarding is complex, regulated, and expensive to get wrong.
The through-line is a shift OnRamp likes to name: customer success moved from cost center to revenue center. Retention, expansion, and time-to-value are now board-level metrics. OnRamp positions itself as the software written for that reality rather than retrofitted from a generic project tool.
The core onboarding and engagement product, combining workflow orchestration, project management, and a customer-facing portal in a single system.
An agentic intelligence layer that personalizes flows, generates playbooks from spreadsheets or natural language, and proactively surfaces risk.
A personalized, self-serve hub with guidance, progress tracking, centralized training, inline communication, and milestone recognition.
Rule-based and AI-driven triggers that automate sales-to-CS handoffs and the repetitive mechanics of onboarding.
AI-enhanced analytics on velocity, bottlenecks, and completion risk, including AI Summaries for reports and views.
Connections to CRMs and systems of record, backed by enterprise-grade SOC 2, HIPAA, and GDPR compliance.
The onboarding category is crowded - Rocketlane, GUIDEcx, Arrows, Dock, Vitally, and Planhat all compete for it, alongside the default of Asana, Smartsheet, and internal spreadsheets. OnRamp's wager is that the winner is the tool built around the customer relationship itself, not a project tracker dressed up for the job.
Generic tools track internal tasks. OnRamp gives the customer their own guided portal, so onboarding is a shared experience, not an internal to-do list.
Instead of configuring templates by hand, teams hand OnRamp a spreadsheet or a sentence and let the agentic engine assemble the playbook.
OnRamp frames onboarding as the opening act of a longer relationship - the same platform is meant to keep driving action after go-live.
"OnRamp has built a distinct, exceptional AI-enabled platform in this space, making it the leading solution."
OnRamp started as a scrappy no-code prototype and grew into a seven-figure SaaS business before institutional capital arrived. Its cap table blends venture firms with operators from Stripe and Toast.
| Round | Amount | Date | Lead & Notable Investors |
|---|---|---|---|
| Seed | part of $14.2M | Jul 2024 | Contour Venture Partners; Pear VC, Quiet Capital, Correlation Ventures, Frontier Ventures, J Ventures; angels Claire Hughes Johnson (Stripe), Steve Fredette (Toast) |
| Series A (initial) | part of $14.2M | Jul 2024 | Javelin Venture Partners, Contour Venture Partners |
| Series A (extension) | $15M | Nov 2025 | Koch Disruptive Technologies (lead); Contour, Javelin, Pear VC |
TOTAL RAISED: $27M · GROWTH: 100%+ YoY, revenue tripled three years running
Paul Holder and Ross Lerner start OnRamp after living through broken onboarding at Bombas, VTS, and Troops.
The customer portal, process automation, and enterprise-grade security foundations come together.
Seed and Series A funding led by Contour and Javelin arrives to scale the platform.
OnRamp launches its intelligent onboarding engine and raises $15M led by Koch Disruptive Technologies, reaching $27M total.
A 6,000 sq ft Boston office opens to support continued team growth.
OnRamp runs on a short, plain set of operating principles - the kind a customer-success founder would write.
Keep asking why the workflow breaks - then fix the root, not the symptom.
Treat the outcome as yours, from first ticket to renewal.
The customer's success is the scoreboard everyone reads.
Ship, learn, and move - momentum compounds.
Bring energy the customer can feel from Day 1.
See the platform in motion or hear Paul Holder tell the origin story.
It's a B2B customer onboarding and engagement platform that uses agentic AI, guided workflows, and a self-serve customer portal to help post-sales teams onboard customers faster and retain revenue.
Paul Holder (CEO) and Ross Lerner (COO) founded it in 2020, based in Boston, Massachusetts.
About $27 million total, including a $15 million Series A led by Koch Disruptive Technologies in November 2025.
Enterprise and mid-market B2B companies, including three of the Fortune 15, plus Qualia, AGS Health, Bullhorn, Betterment, Xplor Technologies, and others.
OnRamp is purpose-built for onboarding: it pairs a customer-facing portal with sales-to-CS automation and AI that personalizes and builds playbooks - not a generic task tracker.
Profile compiled from public sources including OnRamp, PR Newswire, Yahoo Finance, FinSMEs, Pulse 2.0, Crunchbase, and VentureFizz. Metrics are company-reported. Last updated July 2026.