SimplyInsured is an online health insurance marketplace and benefits administration platform built for small businesses. It lets owners shop, compare, and enroll in medical, dental, and vision plans from 200+ carriers in minutes, then automates employee deductions and payroll syncing - all at no cost beyond the regular premiums. The company powers embedded health benefits inside Square, Gusto, Check, and Patriot payroll.
Victor Lopez is the co-founder and CEO of FlexPoint, a payments-automation platform built for managed service providers and the small businesses they serve. A former finance lawyer turned private-credit principal at Owl Rock/Blue Owl Capital, he left the world of middle-market lending to attack a less glamorous problem: getting small businesses paid faster. Founded in 2022 and launched in 2023, FlexPoint raised a $12M Series A led by Foundry Group in 2025 and now handles payments for tens of thousands of businesses.
Xero is a cloud-based accounting software company founded in Wellington, New Zealand in 2006. It serves more than 4.4 million subscribers - mostly small businesses and the accountants and bookkeepers who advise them - across New Zealand, Australia, the UK, the US and beyond. Xero connects bank feeds, invoicing, payroll, expense tracking and a marketplace of thousands of third-party apps into a single real-time platform, and reported NZ$2.1 billion in revenue in FY25.
Pipedrive is a sales-first CRM built by salespeople, for salespeople. Founded in 2010 in Tallinn, Estonia, and now headquartered in New York, Pipedrive gives small and mid-sized businesses a visual, activity-based pipeline that keeps deals moving. With over 100,000 companies across 179 countries using the platform, Pipedrive became a $1.5 billion unicorn in 2020 after a majority investment from Vista Equity Partners. Its philosophy is simple: salespeople should spend less time in software and more time selling.
Sage CRM is a customer relationship management platform built by Sage Group plc, designed to help small and mid-sized businesses manage sales pipelines, marketing campaigns, and customer service from a single hub. Deeply integrated with Sage's accounting suite, it lets growing companies turn contact records into revenue without the complexity - or cost - of enterprise alternatives like Salesforce.
Agile CRM is a Dallas-based, bootstrapped SaaS company founded in 2013 that offers an all-in-one CRM platform combining sales, marketing automation, and customer service tools. Targeting small and medium-sized businesses, it provides enterprise-grade features — contact management, email campaigns, helpdesk ticketing, lead scoring, and 50+ integrations — at a fraction of the cost of Salesforce or HubSpot. With a free plan supporting up to 10 users, paid tiers starting at $8.99/user/month, and 15,000+ customers worldwide, Agile CRM has grown to $2.7M in annual revenue entirely without external funding.
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.
Close is a bootstrapped, profitable sales CRM built for small and mid-sized teams that want to spend less time on admin and more time actually selling. Founded in 2013 out of a San Francisco sales agency, it combines pipeline management, built-in calling, email, and SMS into one platform - no integrations required. With $17M+ ARR and a fully remote team across 40+ countries, Close has grown almost entirely without venture capital, making it one of the more unusual success stories in SaaS.
HubSpot is a Cambridge, Massachusetts-based software company that pioneered the inbound marketing movement and built an AI-powered CRM platform spanning marketing, sales, service, and content. Founded in 2006 by Brian Halligan and Dharmesh Shah after meeting at MIT, the company went public in 2014 and reached $3.13 billion in annual revenue by 2025, serving over 288,000 paying customers in 135+ countries. Its all-in-one platform - built around the idea that businesses should attract customers rather than interrupt them - has become the operating system for growth-minded companies worldwide.
Selin Song is the President of Google Customer Solutions, leading the global organization that helps millions of small and medium-sized businesses grow using Google's AI-first advertising products. A 20-year Google veteran who started as a temp approving ads, she has lived and worked across four countries - the US, India, Singapore, and Ireland - building a career that spans revenue strategy, operations, and regional leadership across APAC and EMEA before taking the top seat at GCS.
Scott Helmes is a senior operator on the CEO team at Gusto, the San Francisco payroll, benefits and HR platform used by hundreds of thousands of small businesses. A product and marketing veteran who spent more than a decade scaling CareerBuilder across North America and Europe, he joined Gusto in 2019 and has been part of the leadership group steering its move into embedded payroll, AI-assisted workflows and SMB benefits.
Angle Health is a San Francisco-based, AI-native health insurance platform for small and mid-sized employers. Founded in 2019 by ex-Palantir engineers, it combines carrier, third-party administrator, and underwriting functions into one stack, letting brokers quote level-funded plans in minutes and giving members a mobile-first care experience.
Gusto is a cloud-based payroll, benefits, and HR platform built for small and medium-sized businesses. Founded in 2011 as ZenPayroll by Josh Reeves, Tomer London, and Edward Kim, the company has grown to serve over 500,000 businesses and recently crossed $1 billion in annual revenue. Gusto handles everything from payroll runs and tax filings to health insurance, 401(k) plans, and employee onboarding - replacing what used to require a patchwork of accountants, brokers, and spreadsheets with a single platform. The company also offers Gusto Embedded, a payroll API that lets other software platforms build payroll directly into their products. Valued at roughly $9.5 billion, Gusto remains private and is widely considered a leading IPO candidate in the HR tech space.
Rushi Patel is the Co-Founder and COO/CRO of Homebase, the all-in-one workforce management platform serving 100,000+ small businesses and 2+ million hourly workers. With a background spanning McKinsey, KKR, and Microsoft, Patel co-founded Homebase in 2014 alongside John Waldmann to give local business owners - restaurants, retailers, and service businesses - the same quality workforce tools that enterprise companies take for granted. Under his leadership, Homebase has raised $198M in funding including a $60M Series D in April 2024, and grown to 1,900 employees while generating approximately $180M in annual revenue.
Digits is an AI-native accounting platform building the world's first Agentic General Ledger - software that autonomously categorizes transactions, reconciles accounts, sends invoices, pays bills, and produces real-time financials for small and mid-sized businesses. Founded in 2018 by Crashlytics alumni Jeff Seibert and Wayne Chang, it claims to automate up to 95% of bookkeeping work.
Irana Wasti is the CEO of Thought Industries, the AI-powered customer learning and engagement platform trusted by 99 of the Fortune 100. A product leader who scaled GoDaddy's EMEA business past $500M and helped take BILL to $1B in annual revenue, she now leads Thought Industries through its transformation into an agentic AI intelligence platform that connects learning, customer behavior, and business outcomes. With a CS degree from UC Berkeley and an MBA from Harvard Business School, she has spent 20+ years at the intersection of technology, product, and growth.
Sachin Puri is the Chief Executive Officer of Bluehost Group (Newfold Digital), the umbrella that houses Bluehost, HostGator, Yoast, and YITH. An IIT Kanpur engineer with a Michigan Ross MBA, he spent two decades marketing and operating high-growth SaaS, security, and commerce brands - WP Engine, McAfee, StubHub, eBay, HP, Liquid Web - before taking the corner office in May 2025 with a mandate to rebuild the open web for the AI era.
Xing Xin is the CEO and Co-Founder of Upfort (formerly Paladin Cyber), a San Francisco-based platform that unifies cybersecurity and cyber insurance into a single solution for small and medium-sized businesses. With a background in management consulting, AI startups, and a childhood spent building computers for neighbors, Xin co-founded Upfort after watching a close friend's accounting firm get destroyed by ransomware in 2017. Under his leadership, Upfort now serves over 25,000 companies, has processed more than $100M in cyber insurance premiums annually, and has been shown to reduce the likelihood of security incidents by 81%.
Victoria Treyger is a Senior Venture Partner at Felicis Ventures who spent 17+ years as a hands-on operator before crossing over to VC. She scaled Kabbage from a startup to nearly $300M in revenue across six straight years of 100%+ growth before its $850M acquisition by American Express in 2020. At Felicis, she backs fintech, SMB software, and health tech founders with the tactical depth of someone who has actually done the job.
Sara Ittelson is a Partner at Accel, the global venture capital firm, where she invests in early-stage AI, consumer, enterprise, and SMB technology companies. Before joining Accel in 2022, she spent four years at Faire as Head of Strategic Partnerships, helping the wholesale marketplace grow from a $535M to a $12.4B valuation, and four years at Uber spanning ride-share and Uber Eats. A Stanford MBA and GSE alum originally from Chico, California, Sara brings a rare blend of operator grit and investor acuity to founders building category-defining companies.
Keap (formerly Infusionsoft) is an all-in-one CRM and marketing/sales automation platform built exclusively for small businesses. Founded in 2001 in Arizona by Clate Mask and the Martineau brothers, Keap helps entrepreneurs automate follow-up, manage contacts, process payments, and grow revenue through a unified platform. With over 31,500 customers, $85M+ in annual revenue, and a history of processing billions in payments, Keap is a leading SMB-focused CRM that was acquired by Thryv Holdings in October 2024 for $80M.