Abacum is an AI-native financial planning and analysis (FP&A) platform built for the office of the CFO. Founded in 2020 by former finance operators Julio Martinez and Jorge Lluch, it pulls financial and operational data into one place so finance teams can forecast revenue, model scenarios, plan headcount, automate reports, and trade spreadsheet drudgery for strategic decision-making. Backed by Scale Venture Partners, Atomico, Y Combinator and others, Abacum has raised over $90M and serves hundreds of mid-market companies across 31 countries, including Strava, Aiven, JG Wentworth and Mastercam.
Julio Martinez is the co-founder and CEO of Abacum, an AI-native financial planning and analysis (FP&A) platform he launched with Jorge Lluch during the first week of Spain's COVID-19 lockdown in April 2020. A former M&A lawyer turned Citigroup banker turned fintech venture builder, he built the product he wished he had had during two decades inside finance. Abacum has raised more than $100 million from investors including Atomico, Creandum, Scale Venture Partners, Cathay Innovation and Y Combinator, and now serves hundreds of mid-market companies across more than 30 countries from offices in New York, London and Barcelona.
NetSuite is the world's first cloud ERP and CRM platform, founded in 1998 by Evan Goldberg and now owned by Oracle. Trusted by 43,000+ organizations across 220 countries, NetSuite unifies financials, CRM, e-commerce, HR, and supply chain in a single cloud-native suite — making it the go-to business operating system for companies scaling from startup to enterprise.
Brevo (formerly Sendinblue) is a Paris-based all-in-one customer engagement platform serving 500,000+ businesses across 180 countries. The platform combines email marketing, SMS, CRM, live chat, and marketing automation under one roof — all priced by email volume rather than contact count. Founded in 2012 by Armand Thiberge, Brevo rebranded from Sendinblue in 2023 to reflect its evolution from an email tool into a full customer lifecycle platform. In December 2025 it achieved unicorn status after raising €500 million in a Series C round led by General Atlantic and Oakley Capital, with a valuation exceeding €1 billion.
Shawn Lane is the Chief Executive Officer of Ottimate, an AI-powered accounts payable automation and payments platform serving mid-market businesses across hospitality, healthcare, construction, retail, and manufacturing. With more than 30 years of experience scaling enterprise SaaS and supply chain software companies - from Procter & Gamble to i2 Technologies to E2open - Lane brings rare operational depth to one of fintech's fastest-growing categories. His career is a through-line of companies that challenged legacy processes with intelligent automation, and Ottimate is his biggest stage yet.
Zaid Rahman is the founder and CEO of Flex, an AI-native private bank and finance super app targeting mid-market business owners with $3M-$100M in revenue. A Thiel Fellow who left Columbia University to build companies, he previously founded Volley (an AI knowledge startup backed by JPMorgan and Zuckerberg Ventures) and an EdTech platform that was acquired. Inspired by watching his father's Dubai construction business nearly collapse due to a payment default, he co-founded Flex in 2022 to build the all-in-one financial platform that mid-market owners never had. Flex has raised $490.5M in total funding, reached $3B in annualized TPV, and became the first US fintech to launch a Visa Infinite Business credit card.
Cesar Donofrio is the co-founder and CEO of Making Sense LLC, a Palo Alto-based technology consulting and software development company he built from a startup in Mar del Plata, Argentina into a 350-person nearshore powerhouse serving mid-market U.S. enterprises. Over 20+ years, he has co-founded five companies - including Doppler (email marketing), Lander (acquired by a Silicon Valley firm), and Viallion (AI-driven investment platform) - while championing a talent model where 90% of the workforce is Latin American. Named Top Midmarket IT Executive of the Year in 2017 and a Nearshore Americas Power 50 Leader, Donofrio blends engineering precision with UX philosophy and AI strategy to deliver measurable business transformation.
Insightly is a San Francisco-based SaaS CRM platform founded in 2009 by Anthony Smith in Perth, Australia. It offers an integrated suite of CRM, marketing automation, and customer service tools targeting small to mid-sized businesses and mid-market companies. With over 1.5 million users across 200+ countries and ~25,000 customer organizations, Insightly differentiates itself through deep integrations with Google Workspace and Microsoft 365, a unified platform (CRM + marketing + service), and mid-market pricing. In July 2024, Insightly was acquired by private equity firm Crest Rock Partners and merged with Unbounce, the Vancouver-based landing page platform. In December 2025 it launched an AI Copilot for natural-language CRM interactions.
SugarCRM is a Cupertino-based enterprise CRM software company founded in 2004, pioneering open-source CRM before transitioning to a proprietary SaaS model. Backed by private equity firm Accel-KKR, SugarCRM offers an AI-powered platform — including Sugar Sell, Sugar Market, Sugar Serve, and the acquired sales-i revenue intelligence tool — tailored for mid-market B2B companies in account-based industries like manufacturing, distribution, and financial services. With over 2 million customers, nearly $100M in annual revenue, and consistent recognition as a CRM industry leader, SugarCRM stands out for its deep ERP integrations, precision-selling AI capabilities, and strong channel partner ecosystem.