client-onboarding
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The Auctioneer Building an Operating System for Britain's Estate Agents
iamproperty began by putting a reservation fee and a deadline around the wobbliest part of a home sale. Seventeen years later, it is stitching auction, onboarding, conveyancing, CRM and prospecting into one estate-agent workflow.
Beacon.li
A signed software contract is only theoretical revenue until the customer goes live. Beacon.li is building an AI execution layer for the expensive, stubborn stretch between the handshake and the first useful day.
GUIDEcx
Trust is earned in onboarding. Make your client onboarding more visible, more engaging, and more durable with GUIDEcx.
OnRamp
OnRamp is a Boston-based B2B software company that builds a customer onboarding and engagement platform. Founded in 2020 by Paul Holder and Ross Lerner, it uses agentic AI, guided workflows, and a self-serve customer portal to help post-sales teams automate onboarding, accelerate time-to-value, and turn onboarding into a revenue driver. Customers including Qualia, AGS Health, and three Fortune 15 companies have reported onboarding-time reductions of up to 70%.
Process Street
Process Street is a San Francisco-based SaaS company that helps teams turn recurring, human-driven work into structured, trackable workflows. Founded in 2014 by Vinay Patankar and Cameron McKay to tame the repetitive processes of their remote marketing agency, it began as no-code, checklist-based process software and has since repositioned as an AI-powered compliance operations platform. Today it lets non-technical teams document policies, run standardized workflows, capture data through forms, automate approvals, and prove control for standards like ISO 9001 and SOC 2 - with AI agents such as Cora monitoring execution and flagging risk.
Ignition
Ignition, founded in Sydney in 2013 as Practice Ignition, is a revenue and billing automation platform for accounting firms, bookkeepers, and professional-services businesses. It combines digital proposals, engagement letters, automated invoicing, and integrated payments into one system so firms can win clients, get paid on time, and reduce scope creep. More than 7,500 businesses use Ignition, and customers processed roughly $3.1 billion through the platform in 2025.
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.
Feathery
Feathery is a San Francisco software company that builds an AI operations platform for financial services. It started in 2021 as a developer-friendly, no-code form builder and has grown into a data intake and workflow automation platform that ingests, validates, and syncs client information across CRMs, custodians, and policy systems. Feathery pairs pixel-perfect forms and document generation with AI document intelligence, meeting and audio extraction, and collaborative approval workflows, targeting insurance carriers and brokers, wealth management firms, RIAs, and broker-dealers.
Bassam Chaptini
Bassam Chaptini is the co-founder and co-CEO of Avantos, a New York fintech building an AI-native operating system for client management in financial services. An MIT-trained AI PhD, former McKinsey partner, and founding CTO of no-code pioneer Unqork, he spent years watching banks and wealth managers drown in siloed client data. In 2024 he and co-founder Rabih Ramadi launched Avantos to fix it with a knowledge graph and AI agents that shadow advisors through onboarding, servicing, and growth. In February 2026 the company raised a $25M Series A led by Bessemer, with strategic backing from Vanguard, SEI, and Guardian Life.
Avantos
Avantos is an AI-native operating system for client management in financial services. Built on a knowledge graph that connects client data, products, teams, and work, its AI agents power onboarding, servicing, and growth while fitting into existing tech stacks. Founded in 2024 in New York by Bassam Chaptini and Rabih Ramadi, the company launched with Mercer Advisors and raised a $25M Series A led by Bessemer Venture Partners in February 2026, bringing total funding to $35M.
Rabih Ramadi
Rabih Ramadi is the co-founder and CEO of Avantos, a New York fintech building an AI-native operating system for client onboarding and servicing inside banks, asset managers, and insurers. He spent a career on the inside of financial services - technology strategy at The Bank of New York, leading capital markets as a senior partner at KPMG, then helping build Unqork from the ground floor as a founding team member and chief revenue officer - before deciding the client-service layer of finance needed to be rebuilt around a knowledge graph and AI agents. In early 2026 Avantos raised a $25 million Series A led by Bessemer Venture Partners, bringing total funding to $35 million.
HoneyBook
HoneyBook is an AI-powered business management platform built for independent service professionals - photographers, event planners, consultants, and creative freelancers. Founded in 2013 in San Francisco with roots in Tel Aviv, the platform combines CRM, contracts, invoicing, payments, scheduling, and workflow automation into a single clientflow hub. With $498M in total funding, a $2.4B valuation, $140M ARR, and more than $12 billion in payments processed, HoneyBook has become the dominant platform for the growing independent economy - helping over 100,000 small business owners run client relationships from first inquiry to final payment without switching between a dozen tools.
Rocketlane
Rocketlane is an agentic Professional Services Automation (PSA) platform built to run the entire client-facing project lifecycle - onboarding, implementation, resource management, and financial oversight - in one collaborative workspace. Founded in 2020 in Bengaluru with a U.S. presence in San Francisco, it now serves more than 750 customers including Forbes Cloud 100 companies, and in March 2026 raised a $60M Series C led by Insight Partners to build out Nitro, its AI agent layer for services delivery.
Rachel Lyubovitzky
Rachel Lyubovitzky is a serial entrepreneur who has founded four B2B technology companies and exited three of them, generating approximately $12 billion in combined exits with her co-founders. She is the CEO, co-founder, and Chairwoman of Setuply, an AI-powered client onboarding and lifecycle management platform, and a Partner at 2048 Ventures, a pre-seed and seed stage VC firm. With a Wharton Executive MBA and a computer science background from Brandeis University, she bridges deep technical fluency with executive leadership - having built and sold companies in HR tech, benefits automation, and search. She is also a Forbes Technology Council member, a published author, and has visited more than 60 countries.