Workiva is a cloud software company that turns the painful, deadline-driven work of regulatory, financial, and sustainability reporting into a connected, audit-ready process. Founded in Ames, Iowa, in 2008 as WebFilings, its platform links data, documents, and people in real time so finance, risk, audit, and ESG teams can collect, manage, and report critical business data with full version control and traceability. Today Workiva serves more than 6,000 organizations - including a large share of the Fortune 500 - and is layering agentic AI across finance, GRC, and sustainability workflows.
Freshsales is the AI-powered CRM product from Freshworks (NASDAQ: FRSH), designed to help sales teams close deals faster without drowning in complexity. Built on the same philosophy that made Freshworks a $900M+ ARR public company - that business software should be delightfully simple - Freshsales combines lead scoring, built-in phone and chat, marketing automation, and Freddy AI into one platform starting at $9 per user per month. Over 67,000 businesses worldwide use Freshworks products, including NHS, Honda, Hugo Boss, and Cisco.
Albert Invent builds an AI-native operating system for chemists and materials scientists, unifying electronic lab notebooks, LIMS, regulatory compliance and predictive AI into one cloud platform that aims to compress decades-long R&D cycles into weeks.
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.
Tiago Paiva is the founder and CEO of Talkdesk, the AI-powered cloud contact center platform he built from a 10-day hackathon project in 2011 into a $10 billion enterprise unicorn. Born in Portugal and trained as an engineer at Instituto Superior Técnico, he packed his bags for San Francisco two weeks after winning a Twilio hackathon and never looked back. Under his leadership, Talkdesk has grown to over 2,000 employees in 16 countries, posting $420M in ARR, and pioneering agentic AI across the entire contact center stack.
Icertis is the AI-native contract intelligence company that turns enterprise strategy into faster execution at scale. Founded in 2009 and headquartered in Bellevue, Washington, Icertis helps 1 in 5 Fortune Global 500 companies manage millions of commercial agreements across 90+ countries through its Icertis Contract Intelligence platform - powered by Vera AI, a proprietary model trained on 17+ million contracts. With $496M in total funding, a $5B valuation, and nearly $350M in annual recurring revenue, Icertis has redefined what contract lifecycle management can do: turning buried legal text into live business intelligence.
Mon Ami is a San Francisco software company building a cloud-based operating system for the aging and disability services sector - the agencies, nonprofits, and state units that quietly hold up America's care infrastructure. Its platform replaces decades-old databases and spreadsheets with a HIPAA-compliant system for case management, programs, billing, and reporting.
Xola is a San Francisco-based SaaS platform that provides enterprise-grade booking, marketing, and operations software for tour operators and activity providers. Founded in 2011, Xola helps over 1,200 businesses in the tours and activities industry manage reservations, process payments, automate marketing, and grow their operations — all from a single cloud-based platform. With integrations across Google, Groupon, Expedia, TripAdvisor, and 75+ other apps, Xola brings enterprise-caliber tools to an industry that has historically been underserved by technology.
Barrett Boston is the former Chief Executive Officer of Ottimate (formerly Plate IQ), a San Francisco-based AI-powered accounts payable automation platform. Appointed CEO in October 2021 following FTV Capital's majority investment, Boston transformed the company from a restaurant-focused invoice tool into a multi-industry AP automation leader serving hospitality, healthcare, grocery, retail, construction, and manufacturing sectors. Under his leadership, Ottimate rebranded from Plate IQ, raised $160 million in Series B funding, launched an industry-first AI engine for AP, and introduced Conversational AP - an AI assistant for finance teams. Boston stepped down in March 2026, passing the CEO role to Shawn Lane. His career spans IBM, TravelClick, TriNet, and Merrill Lynch, with an MBA from Harvard Business School and a BA in Economics from Duke University.
Jake Olsen, P.E. is the CEO of Stratus, the leading cloud software platform for MEP (mechanical, electrical, and plumbing) contractors, helping hundreds of firms digitize workflows from BIM design through fabrication to field installation. A serial entrepreneur with over 20 years in construction technology, Olsen previously co-founded DADO - a construction document management startup that was acquired by Stanley Black & Decker - and also built Hangerworks, DEWALT Design Assist, and Powercalc Anchor Design. He steered Stratus to a $32 million Series B funding round in January 2025 led by Radian Capital, positioning the company as the connective tissue between the design table, fabrication shop, and job site in the evolving era of data-driven MEP contracting.
Jason Chavez is the CEO and founder of Xyicon, a Napa, California-based SaaS company whose flagship platform SpaceRunner turns static PDF floor plans and spreadsheet data into interactive, visual asset management workspaces. Chavez started in technology as a field technician, built ComNet Technology in 2000 as an IT professional-services firm, and pivoted it into Xyicon in 2015 after growing frustrated with facility management software too complex for the people actually meant to use it. Under his leadership, Xyicon has grown to roughly 54 employees, landed major healthcare and construction clients, and built a platform claiming 95% productivity gains and 15% procurement cost reductions for its users.
John Yang is the co-founder and CEO of Treez Inc., the enterprise cannabis retail commerce platform he built from a single dispensary's pain point into a company processing over $4 billion in annual transactions across 600+ retail locations. A Shanghai-born, Reno-raised technologist who grew up troubleshooting computers in his father's shop, Yang applied a decade of Fortune 500 consulting experience to one of America's most underserved retail sectors, raising $76.7M in funding and turning Treez into the backbone of cannabis retail operations in over a dozen states.
Larry Katz is CEO and President of MeridianLink, a leading SaaS platform for digital lending and account opening used by banks and credit unions across the United States. A Harvard MBA and Yale graduate, Katz spent 15 years at JPMorgan Chase before leading finance and operations at Genesys and StubHub, then pivoting to private equity advisory before joining MeridianLink as CFO in 2024. Within 18 months he rose to President and then CEO, steering the company through a $2 billion acquisition by Centerbridge Partners in October 2025 and launching an AI-powered lending agent called Millie. His platform ethos — 'Lending Made Human' — sits at the intersection of algorithmic decisioning and community financial relationships.
Richy Nelson is the co-founder and CEO of Roofr, the cloud-based operating system for roofing contractors. A third-generation roofer who first climbed a roof at twelve years old, Nelson transformed decades of hands-on industry experience into a platform trusted by over 12,000 roofing companies across North America. After selling his house to fund the company, surviving Y Combinator in 2017, and raising a Series B from TCV and ABC Supply in January 2025, he leads a 150-person remote team on a mission to build the most trusted roofing platform in the world.
Will Salcido is the Co-Founder and CEO of Bedrock Analytics, an AI-powered CPG data analytics platform that transforms syndicated and retailer data into compelling sales stories for consumer goods manufacturers. A Cornell-trained economist who cut his teeth at Nestlé, Novartis, Ghirardelli, and Lindt & Sprüngli across 12 countries, Salcido bet half his 401(k) on the idea that data storytelling - not raw dashboards - was the missing link between CPG brands and retail shelf space. Today, Bedrock tracks over $100 billion in CPG sales monthly, serves clients across 350+ product categories, and runs a multi-model AI stack using ChatGPT, Claude, and Llama to automate insight generation at scale.
Rob Kittleson is Vice President of Pricing & Product Strategy at Salesforce, where he has spent over a decade architecting how the world's leading CRM company packages and prices its products. A Stanford grad and Kellogg MBA, he built his career across foreign policy, clean energy, and finance before landing in enterprise SaaS pricing - a discipline he has mastered through 12+ years of progressive leadership at Salesforce.