Copper is a CRM built for Google Workspace users - specifically teams of 5 to 100 people who live in Gmail and Google Calendar all day. Founded in 2013 as ProsperWorks and rebranded in 2018, Copper is the only CRM officially recommended by Google on the Workspace Marketplace. Rather than forcing sales reps to log every interaction manually, Copper pulls contact and activity data straight from Gmail, auto-populating records so nothing falls through the cracks. Used by over 30,000 businesses across 100+ countries - from creative agencies to consulting firms to real estate teams - Copper has raised $99.5 million and evolved from a sales tool into a full client management platform for professional services.
Scott Bajtos is the Global Vice President of Adobe Customer Solutions — spanning Customer Engineering, Customer Success, and Professional Services for Adobe Experience Cloud. With over 30 years in enterprise software, he has served as Chief Customer Officer at both VMware and FinancialForce, and built customer advocacy programs at SAP, Business Objects, Marimba, and Cadence Design Systems. His philosophy is simple: helping every customer succeed and become a customer for life.
Copper is the CRM built natively for Google Workspace. It lives inside Gmail, Calendar and Drive, automatically captures contacts and conversations, and helps agencies, consultancies and small businesses run relationships and projects from one place instead of stitching together five tools.
Eric Faurot is the long-serving CEO of Trellis Group (formerly GreenBiz Group), a B2B media company headquartered in Oakland, California that runs flagship sustainability conferences including VERGE, BLOOM, GreenFin, and Circularity. Over 14 years at the helm, he built GreenBiz into a leading platform for sustainability professionals - combining editorial media, peer networks, and live events - before transitioning to a Growth Leader role in July 2024 when Hana Kajimura succeeded him as CEO. His career traces an arc from tech media event production (COMDEX, INTEROP, Black Hat) to climate and sustainability, making him a rare figure who bridged Silicon Valley-era conference culture with the emerging sustainability economy.
Kourosh Zamani is the Co-Founder of Laurel, the AI-native time platform automating timesheet creation for professional services firms. Starting as Ping Inc. in 2016 alongside co-founder Ryan Alshak - a fraternity brother from UC Berkeley - Kourosh shepherded the company from bootstrapped startup through five funding rounds to a $100M Series C in June 2025, with investors including IVP, Google Ventures, Alexis Ohanian, and Kevin Weil (CPO at OpenAI). Before building Laurel, he ran VP of Business Development at Bailard Inc. and founded the Young Professionals of San Francisco, a non-profit that grew to 8,000+ members. His career arc from investment management to COO to Head of Sales to Strategic Partnerships lead mirrors the evolution of Laurel itself: from scrappy time-tracking app to a platform processing over $5B in gross market value for 100+ enterprise clients.
Steve Holm is the CEO of Copper, a Google Workspace-native CRM serving professional services firms. One of Copper's founding team members - employee #4 - he spent five years helping grow the company from concept to $25M ARR before leaving to gain scale experience at Dropbox and Podium. He returned in August 2023 as a boomerang CEO to lead a product-focused turnaround, refocusing Copper on agencies, consulting firms, and relationship-centric businesses.
Vignesh Girishankar is the co-founder and Chief Product Officer of Rocketlane, a San Francisco-based professional services automation platform that has raised $105M in total funding. Before Rocketlane, he co-founded Konotor (acquired by Freshworks in 2015), where he transformed an in-app messaging tool into FreshChat, scaling it to $13M ARR. Based in Chennai, India, Vignesh is known for his rigorous customer discovery approach - conducting 80+ interviews spanning 200+ hours before writing a line of code - and for building category-defining enterprise software from India without relocating to Silicon Valley.
COR is an AI-powered management platform built for creative and professional services firms — advertising agencies, consulting companies, law firms, and IT shops — that need to understand where their time actually goes and whether their projects are making money. By automating time tracking and layering on predictive analytics, COR gives agency leaders real-time visibility into project profitability, team capacity, and billing gaps before they become losses. Founded in 2017 in Silicon Valley by former agency operator Santi Bibiloni and co-founders Jose Gettas and Gabriel Marin, COR serves clients including Havas, Publicis, Ogilvy, Dentsu, and DDB across 35+ countries, with a reported $6.6M ARR and backing from investors including the founders of DoubleClick, Anaplan, MercadoLibre, and Krux.
Fieldguide is an AI-native platform purpose-built for audit and advisory firms. Founded in 2020 by ex-EY auditor Jin Chang and engineer Chris Szymansky, the San Francisco company uses agentic AI to automate engagement work - from evidence collection and control testing to report drafting - for half of the top 100 US accounting firms, including KPMG, RSM US, Baker Tilly, BDO, Grant Thornton, and CLA.
Harvey builds domain-specific AI for legal and professional services. Founded in 2022 by a former litigator and a former DeepMind researcher, the company sells AI agents and workflows that help lawyers draft, review, research and run due diligence. As of March 2026, it counts more than 100,000 lawyers and 1,300+ organizations as users and is valued at $11 billion.
Laurel is a San Francisco AI company that automates timekeeping for the world's largest law, accounting, and consulting firms. Its platform watches the digital exhaust of professional work - email, documents, browsers, calls - and turns it into ready-to-review timesheets, so billable hours stop being a chore reconstructed from memory on Friday afternoons.
Eric Berridge is a 23-year Salesforce ecosystem veteran and CEO of Coastal, a premier Salesforce consultancy he joined in 2020 and took the helm of in September 2023. He previously co-founded Bluewolf in 2000 - one of the first Salesforce-focused consulting firms - and built it to a major acquisition by IBM in 2016. A TED speaker, two-time author, and MFA-holder in creative writing who never studied computer science, Berridge argues that the humanities are tech's most underrated competitive advantage. Under his leadership, Coastal was acquired by Tata Consultancy Services (TCS) for $700 million in January 2026, the largest professional services acquisition in Salesforce ecosystem history.
Greg Strickland is the CEO of Ignition, a Sydney-founded revenue operations platform used by over 7,500 professional services businesses globally. A Silicon Valley veteran with 20+ years of experience scaling SaaS companies, Greg helped grow Box from 18 employees to a publicly traded enterprise, served as COO at Periscope Data and Productboard, and advised startups including Loom, Preset, and Grain before joining Ignition as Global President in 2024. In his first year he drove a 50% year-over-year revenue increase in North America, and in early 2025 he stepped up as CEO as co-founder Guy Pearson moved to Executive Chairman.
Rohit Dixit is the Executive Vice President and Chief Customer Officer at Proofpoint, the human-centric cybersecurity company headquartered in Sunnyvale, California. With over 30 years of experience spanning SaaS, technology, and technology-enabled services, Dixit oversees Proofpoint's global customer success, professional services, managed services, and technical support teams. He joined Proofpoint in February 2024 from Hewlett Packard Enterprise, where he transformed a $1 billion advisory and professional services business into a record profit-generating unit. His career arc spans continents - from ESSEN Computers in India to oil fields in Kuwait, Egypt, and Turkmenistan with Halliburton, to strategy consulting at A.T. Kearney, to the C-suite of one of the world's leading cybersecurity firms.
Jin Chang is the CEO and Co-Founder of Fieldguide, the leading AI platform for audit and advisory firms. A former EY practitioner and CPA, he tried to leave accounting multiple times before founding Fieldguide in 2020, channeling firsthand frustration with clunky tools into a $700M-valued company now serving half of the top 100 U.S. CPA firms. With $125M raised - including a $75M Series C from Goldman Sachs in February 2026 - Chang is rewriting how accountants work at a moment when the profession faces an existential talent crisis.
Santi Bibiloni is the Co-Founder and CEO of COR, an AI-powered project profitability platform built for creative agencies, consulting firms, and professional services. Born in Buenos Aires and now based in San Francisco, he bootstrapped his first agency Balloon Group to 400 clients across 12 countries before pivoting to solve the profitability problem he lived firsthand. COR has raised ~$7.9M, grown 9% month-over-month, and counts Ogilvy, BBDO, and McCann among clients in 38 countries — backed by unicorn founders and the board member who built DoubleClick.
Katy Allen is EVP of Professional Services Strategy & Operations at Salesforce, where she has spent over a decade steadily ascending through the company's professional services organization. A Harvard-educated East Asian Studies graduate who added a Stanford MBA, she crossed from economic research to Deloitte consulting to fintech at Metromile before landing at Salesforce - where she has since helped manage a $2.5 billion revenue professional services business, overseeing P&L, strategy development, and M&A. She is a rare operator who combines analytical rigor with enterprise-scale execution.