Conveyor
San Francisco, US · Founded 2021 · Delaware corporation · 6 known investors
Find your way into Conveyor
Sign up to see every warm intro you have to Conveyor
- Paths you didn't know you had: your email and LinkedIn already hold routes to the Conveyor team. We find them for you
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
Conveyor automates customer security reviews, using a RAG-based AI engine to answer security questionnaires and handle SOC 2 requests. It serves security and sales teams looking to process security review requests at scale without adding headcount.
Also known as ConveyorAI
Founders & leadership
Conveyor was founded in 2021 by Chas Ballew.

Board


Investors · 6
How we know: av.vc · Not right? Tell us
How we know: Cervin's portfolio page · Not right? Tell us
How we know: funding news · prnewswire.com · the VCSheet dataset · Not right? Tell us
How we know: board seat on SEC Form D · funding news · prnewswire.com · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us
How we know: funding news · prnewswire.com · research · techcrunch.com · Not right? Tell us
How we know: the VCSheet dataset · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$33.2M disclosed across 2 of 4 rounds · 2023–2025
▶$21MraisedJun 2025 · 7 investors · Other TechnologyRule 506(b)
- Farinacci ChrisDirector
- Matthew KinsellaDirector
- Charles BallewExecutive Officer, Director, Promoter
- Tony PezzulloDirector
- Daniel KarpDirector
- Offering amount
- $21M
- Amount sold
- $21M
- First sale
- May 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$12.2MraisedOct 2023 · 17 investors · Other TechnologyRule 506(b)
- Frank MacreeryDirector
- Charles BallewExecutive Officer, Director, Promoter
- Daniel KarpDirector
- Matthew KinsellaDirector
- Offering amount
- $12.5M
- Amount sold
- $12.2M
- First sale
- Sep 2023
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Company profile
researched Aug 2026Conveyor is a San Francisco-based software company that uses generative AI and large language models to automate customer trust workflows in enterprise sales, primarily third-party security reviews, security questionnaires and requests for proposal (RFPs). Its platform combines a self-service portal (Trust Center) through which prospects and customers can access a vendor's security documents and compliance FAQs, and a question-answering AI that interprets the structure of security questionnaires — including spreadsheets and online portals — and fills them in automatically, drawing on vendor-specific knowledge databases and returning the completed file in its original format. Customers can optionally sync engagement data with Salesforce, and responses the system is not confident about are flagged for human review.
The company markets its offering as an AI Agent Platform for Customer Trust, built around named agents. Sue automates end-to-end customer security reviews, handling questionnaires of up to 800 lines at a stated 95-97% accuracy and reducing review turnaround time by roughly 80-90%. Phil, launched alongside the Series B in June 2025, is positioned as an agent for RFP automation that researches requirements and drafts proposal responses. Rather than static content libraries, Conveyor describes its approach as an AI-managed knowledge graph of approved company security and compliance information that is reused and structured across interactions.
Conveyor's longer-term stated aim is an "AI-to-AI" trust layer in which a buyer's AI assistant can query a seller's Conveyor agent directly, with traceable answers and human oversight at a management layer.
Founding story
Conveyor originated inside Aptible, the DevOps/platform-as-a-service company that Chas Ballew co-founded with a college friend (dated 2013 in one account and 2014 in another). Many Aptible customers were subject to HIPAA and other compliance regimes, and Ballew observed that each time they sold to a large client they had to re-explain their security posture through custom questionnaires and compliance documentation, adding weeks or months to sales cycles. Conveyor began in 2021 as a free product add-on to the Aptible platform; as it gained adoption, including from larger companies that were not Aptible deployment customers, and as it became clear the buyer persona, go-to-market motion and vision differed from Aptible's engineering-team focus, the product was spun out as a separate company in 2021 with Ballew as founder and CEO.
Business model
Conveyor sells a software platform to vendor companies whose enterprise sales cycles are slowed by customer security reviews and RFPs. The product set comprises a Trust Center for self-service sharing of security documentation, AI agents that complete security questionnaires, and an agent that drafts RFP responses, with integrations into tools such as Salesforce.
Traction
As of the June 2025 Series B, Conveyor reported more than 480 customers, over 1 million questions answered by ConveyorAI, more than 800,000 Trust Center interactions and a 3x growth rate. Named customers include Atlassian, Zendesk, Qualtrics, Workday, DocuSign and Netflix. Zendesk's senior security manager of trust and assurance reported a 20% reduction in processing time and about 120 hours saved per month. In October 2023 the company reported over 100 customers and more than 20,000 security questionnaires completed.
Latest developments
On 12 June 2025 Conveyor announced its $20 million Series B led by SignalFire, debuted its AI Agent Platform for Customer Trust with the launch of Phil for RFP automation, and added Chris Farinacci to its board as an independent director.
▸Full profile — market position, technology, go-to-market, geography, history, risks & controversies
Market position
Conveyor positions itself as the leader in an emerging "Customer Trust Automation" category and states that Sue was the industry's first end-to-end agent for customer security reviews and Phil the first AI agent dedicated to RFP automation. It contrasts its approach with legacy tools built around static content libraries and basic Trust Center automation. Several other companies apply LLMs to security review automation, including Vendict, Scrut (with its Kai tool), Y Combinator-backed Inventive and cybersecurity vendor Plurilock, which has experimented with ChatGPT for questionnaires.
The company attributes its differentiation to answer accuracy and quality, a modular system with guardrails and quality assurance, deep enterprise integration, and the reusable structured knowledge graph that accumulates customer trust data over time, rather than matching previous answers from a static library.
Technology
The platform is built on large language models, including models from OpenAI and others, layered with vendor-specific knowledge databases and what the company describes as a living, AI-managed knowledge graph of approved security data. It parses questionnaire structures across file formats and web portals, produces natural-language answers in the original format, and applies modular guardrails and quality-assurance steps, flagging low-confidence answers for human review. The current generation is packaged as autonomous, multi-step agents that operate across multiple tools.
Go-to-market
Conveyor sells directly to enterprise accounts, having established a distinct go-to-market motion when it separated from Aptible's engineering-team audience. Proceeds from the Series A were directed at sales and marketing expansion and R&D, and the Series B is intended to scale AI research and engineering teams and expand go-to-market initiatives. The company also publishes research such as its 2024 State of Security Review report.
B2B software and SaaS vendors, in particular the security, compliance, customer trust, sales and RevOps teams within larger enterprise technology organizations; the company's investor notes its focus on large, sophisticated technology organizations rather than SMB or prosumer users.
Geography
Headquartered in San Francisco, California.
History
Conveyor started as an experimental product within Aptible and was spun out in 2021. In October 2023 the company announced a $12.5 million Series A led by Cervin Ventures, bringing total funding to $19 million; at that time it had a 15-person workforce, more than 100 customers and over 20,000 security questionnaires completed through the platform. In June 2025 it announced a $20 million Series B led by SignalFire with participation from Oregon Venture Fund and Cervin Ventures, taking total funding to $40 million, and concurrently launched its AI Agent Platform for Customer Trust including the Phil RFP agent. Chris Farinacci, former COO of Asana and former CMO of Google Cloud, joined the board as an independent member at that time.
Risks & controversies
Press coverage of the Series A raised questions about whether AI-generated questionnaire responses satisfy the intent of security reviews, which are meant to gather answers from IT and security stakeholders, and noted general LLM reliability risks such as omissions or fabricated content. The company said low-confidence answers are flagged for human review but did not detail how confidence is determined.
Compiled by commissioned research from 6 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Founder mafia
3 people who came through Conveyor went on to found or lead other companies.
Related companies · 8
Companies working in the same space as Conveyor.
Timeline · 4
launches, deals, and filingsConveyor announced a $20 million Series B led by SignalFire with participation from Oregon Venture Fund and Cervin Ventures, bringing total funding to $40 million; proceeds are earmarked for AI research and engineering hiring and go-to-market expansion.
$20M source ↗
Chris Farinacci, former COO of Asana and former CMO of Google Cloud, joined Conveyor's board as an independent board member concurrent with the Series B.
Conveyor debuted its AI Agent Platform for Customer Trust, including Phil, an AI agent that autonomously researches RFP requirements and drafts proposal responses, alongside its existing security review agent Sue.
Conveyor announced a $12.5 million Series A led by Cervin Ventures, bringing total funding to $19 million, to be used for sales and marketing, R&D and growing its 15-person team.
$12.5M source ↗
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
▸Research sources · 6
primary sources listed
- Conveyor Raises $20M Series B to Lead the Agentic AI Race in Customer Trust Automation for Security Reviews and RFPsprnewswire.com · web
6 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Conveyor do?
- Conveyor builds AI agents that automate B2B customer security reviews, questionnaires and RFP responses.
- Who founded Conveyor?
- Conveyor was founded by Chas Ballew in 2021.
- Who are Conveyor's investors?
- Conveyor's investors include Alumni Ventures, Cervin, Oregon Venture Fund, SignalFire, CERVIN VENTURES, Maverick Ventures.
- How much funding has Conveyor raised?
- Conveyor has disclosed $33.2M raised across 2 of its 4 known rounds.
- Where is Conveyor headquartered?
- Conveyor is headquartered in San Francisco, US.










