Onboard.io
YC W22Detroit, US · Founded 2020 · 6 employees · 5 known investors
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Onboard is a software platform for post-sale teams to manage customer onboarding workflows and timelines centrally. It serves customer success, implementation, and onboarding teams at growing companies where onboarding complexity and revenue impact are significant.
Also known as Inc · Onboard Software
Enterprise SoftwareFuture of WorkSaaSB2BProductivityCustomer SuccessCollaborationUnited States of AmericaAmerica / CanadaFully Remote
Founders & leadership· Y Combinator alumni (W22)
Onboard.io was founded in 2020 by JD Epstein and Will Stevenson.
JE
JD Epsteinin𝕏Founder2020–2025JD Epstein founded Onboard, a B2B SaaS platform for customer onboarding, and previously founded Zferral (also known as Ambassador), which scaled to approximately 50 employees before being sold in 2018. He is also a managing member at 57O Investments, which focuses on early-stage startups.
WS
Will StevensoninFounder & COO2020–2025Will Stevenson has led companies involved in over $660M in acquisitions across SaaS, prop tech, marketing automation, and health tech. He focuses on identifying operational bottlenecks and designing workflow improvements supported by AI systems.
Investors · 5
Y CombinatorSan Francisco · $500K
Ludlow VenturesreportedOak Park · $50K – $1M
NextView Venturesreported · 2 sourcesSan Francisco · $250K – $4M
Also in the syndicate · 2
Flat6Labs TunisKepple Africa Ventures
Funding
SEC filings, press & company announcements- Undisclosed amountSAFENov 2025Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 9
by search overlapChurnZero65 shared keywordsChurnZero provides customer success software with embedded AI agents that automate tasks such as onboarding, risk detection, and account growth for customer success teams. It targets B2B customer success and revenue retention use cases, helping teams protect revenue and increase customer lifetime value.
OnRamp44 shared keywordsOnRamp builds an AI-driven customer onboarding platform that uses workflow orchestration, automation, and agentic AI to reduce friction in post-sales customer relationships. It targets customer success and post-sales teams looking to turn onboarding into a revenue driver.
Gainsight44 shared keywordsGainsight provides a customer intelligence platform for revenue and sales teams that helps identify and prevent revenue leakage, optimize renewal processes, and identify expansion opportunities within existing customer bases. The product uses machine learning to forecast renewals and automate renewal workflows for enterprise software customers.
Userguiding43 shared keywordsUserGuiding provides in-product changelog and feature announcement tools that help teams communicate updates to users with built-in feedback collection. The platform enables creation of branded changelog pages, emoji reactions, and automated notifications to keep users informed of product changes.
Userpilot43 shared keywordsUserpilot is a no-code product growth platform that lets product, UX, and customer success teams create in-app experiences, track product usage and feature adoption, run session replays, and collect user feedback. It serves SaaS companies and enterprises pursuing product-led growth.
Enboarder40 shared keywordsEnboarder provides an AI-driven platform for employee onboarding and cross-functional HR journeys, helping enterprise customers like Deloitte, ING, and Cisco reduce time-to-productivity and attrition. The platform automates onboarding, internal mobility, and offboarding processes for large organizations.
Docebo40 shared keywordsDocebo is a learning management system provider that emphasizes security and compliance certifications for enterprise customers. The company offers LMS and related services with support for regulatory frameworks including FDA 21 CFR Part 11, GDPR, and other data protection standards.
Velaris39 shared keywordsVelaris is a customer success platform for mid-market and enterprise B2B SaaS companies that combines AI capabilities with a proprietary context graph to track customer data, usage, and engagement signals. The platform enables customer success teams to monitor accounts, automate workflows, and predict outcomes through AI-powered insights.
Dock39 shared keywordsDock provides a white-label customer portal platform that enables companies to manage projects, share files, track engagement, and handle renewals in a single collaborative workspace. The platform serves sales teams, customer success managers, and enterprises across SMB to enterprise customer relationships.
Companies competing with Onboard.io for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Onboard.io do?
- Onboard is a software platform for post-sale teams to manage customer onboarding workflows and timelines centrally. It serves customer success, implementation, and onboarding teams at growing companies where onboarding complexity and revenue impact are significant.
- Who founded Onboard.io?
- Onboard.io was founded by JD Epstein, Will Stevenson in 2020.
- Who are Onboard.io's investors?
- Onboard.io's investors include Y Combinator, Ludlow Ventures, NextView Ventures.
- Where is Onboard.io headquartered?
- Onboard.io is headquartered in Detroit, US.