Onboard.io
YC W22Detroit, US · Founded 2020 · 6 employees · 3 known investors
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 · 3
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 is a customer onboarding platform that uses AI to automate repetitive tasks and provides a self-serve customer portal, reporting on project health, and integrations. It targets customer-facing teams managing client onboarding and adoption.
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 a no-code platform for building in-app onboarding flows, product tours, and self-service experiences aimed at improving product adoption. It is built for product teams looking to drive user engagement and revenue growth through self-service.
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 provides an AI-powered enterprise learning platform combining LMS, LXP, AI content authoring, skills intelligence, and no-code AI agents to create, deliver, and manage training. It serves employees, customers, and partners across enterprise, mid-market, and smaller organizations, including Fortune 100 companies and government agencies.
Velaris39 shared keywordsVelaris is an AI-native Customer Success Platform that centralizes customer data, tracks account health, predicts churn and expansion, and automates post-sales workflows such as QBRs, reporting, and follow-ups. It is built for mid-market and enterprise B2B SaaS companies and other recurring-revenue businesses managing Customer Success at scale.
Dock39 shared keywordsDock is a revenue enablement platform that lets sales teams create shared client workspaces, deal rooms, and client portals, manage sales content, and build AI agents that draft proposals, follow-up emails, and mutual action plans from live CRM data. It serves sales, customer success, and go-to-market teams, integrating with tools like HubSpot and Salesforce.
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.