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Onboard.io

YC W22

Detroit, US · Founded 2020 · 6 employees · 12 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 Onboard Software, Inc. · Inc · Onboard Software · Onboard Software, Inc, Onboard.io, Onboard Software, Inc

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, Will Stevenson, and Jeffrey Douglas.

JEJD Epstein
JD EpsteinFounder2020–2025JD 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.
WSWill Stevenson
Will StevensonFounder & 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.
JDJeffrey Douglas
Jeffrey DouglasFounder2020–2025Managing Member at 57O Investments

Investors · 12

Detroit Venture PartnersreportedDetroit

How we know: Y Combinator's founder network · Not right? Tell us

Founders First Capital PartnersreportedSan Diego

How we know: Y Combinator's founder network · Not right? Tell us

Invest DetroitreportedDetroit

How we know: Y Combinator's founder network · Not right? Tell us

Kepple Africa Venturesreported

How we know: laffaz.com · Not right? Tell us

Ludlow VenturesreportedOak Park · $50K – $1M

How we know: funding news · Y Combinator's founder network · Not right? Tell us

NextView VenturesreportedNew York · $250K – $4M

How we know: funding news · press coverage · Not right? Tell us

Palrecha Capital RollingreportedSeattle

How we know: Y Combinator's founder network · Not right? Tell us

Ripple VenturesreportedToronto · $250K – $1M

How we know: Y Combinator's founder network · Not right? Tell us

Venture Investment AssociatesreportedPeapack

How we know: Y Combinator's founder network · Not right? Tell us

Zelkova VenturesreportedMiami Beach

How we know: Y Combinator's founder network · Not right? Tell us

Also in the syndicate · 1

Flat6Labs Tunis

Funding

SEC filings, press & company announcements

Source: company announcements and press reports — follow each round's link for the claim.

Founder mafia

3 people who came through Onboard.io went on to found or lead other companies.

JD EpsteinFounderFounded AmbassadorZach TaylorAdvisorFounded AnvlJeffrey DouglasFounderFounded Ambassador

Related companies · 10

OnBoardThe Innovation Leader in Board Management Software.
BeauBeau automates data extraction and organization from client files, delivering structured data in formats like filled PDFs, CRM integrations, and spreadsheets. The service eliminates manual data entry for businesses that collect client information through forms.
ChurnZeroChurnZero 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.
WavelengthWavelength is an AI-native platform that helps GTM and revenue teams manage and understand customer relationships by providing access to customer signals and data in a unified interface. The platform serves sales, customer success, and revenue teams at startups and enterprises.
OnRampOnRamp 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.
CluesoClueso is an AI-powered video creation platform for sales enablement teams that transforms screen recordings into polished training videos and step-by-step guides. It serves sales enablement and revenue teams creating product training, onboarding, objection handling, and demo content.
Gainsight, Inc.Gainsight 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.
AtlasAtlas is a customer support platform that helps startups deliver white-glove support and manage customer relationships to reduce churn. The company serves early-stage companies that want to position support as a revenue driver rather than a cost center.
userguidingUserGuiding 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.
SeroSero provides AI-powered software for B2B companies' onboarding and implementation teams to accelerate and standardize customer setup processes.

Companies working in the same space as Onboard.io.

Legal entities · 1

corporate structure
Onboard Software, Inc.

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, Jeffrey Douglas in 2020.
Who are Onboard.io's investors?
Onboard.io's investors include Y Combinator, Detroit Venture Partners, Founders First Capital Partners, Invest Detroit, Kepple Africa Ventures, Ludlow Ventures, NextView Ventures, Palrecha Capital Rolling and 3 more.
Where is Onboard.io headquartered?
Onboard.io is headquartered in Detroit, US.