🦊/Companies

PipelineDeals

Seattle, US · Founded 2014 · 28 employees on LinkedIn

Find your way into PipelineDeals

373 people in our graph share verified history with the PipelineDeals team — schools, employers, funds. One of them is your warm intro.

Adamunlockedknows Nicholas Bertolino · together at Drexel University
knows the team · via California State University-Sacramento
×3knows the team · via Drexel University
×3knows the team · via GSI Commerce
×4knows the team · via Carnegie Mellon University - Tepper School of Business

Pipeline CRM is a sales platform designed for businesses to manage customer relationships with streamlined setup and integrations. The company serves small to medium-sized businesses and enterprises seeking to improve sales processes.

Founders & leadership

PipelineDeals was founded in 2014 by James P. Werlin, JP Werlin, and Nicholas Bertolino.

JP
James P. WerlinCo-founder
JWJP Werlin
JP WerlininJP Werlin has held leadership roles at Pipeline CRM (acquired by SaaS.group), Pyrezo (acquired by Wuuii), and Formations, with experience across SaaS, CRM, fintech, and e-commerce. He is currently focused on AI-powered software tools.
NBNicholas Bertolino
Nicholas BertolinoinCo-Founder2020–2022Nicholas Bertolino has 30 years of professional experience in SaaS, startups, and general management, with background in business strategy, IT consulting, ecommerce, and CRM systems. He serves as an executive officer and director at PipelineDeals, a sales platform for managing customer relationships.

Board

MT
Michael T. GalgonBoard director

Reported raises · per SEC filings

Form D private placements

$1M disclosed across 1 round · 2014

$1MraisedDec 2014 · 16 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Grant AmmonsPromoter
  • Martin SachsPromoter
  • Michael T. GalgonDirector
  • Nicholas R. BertolinoExecutive Officer, Director, Promoter
  • James P. WerlinExecutive Officer, Director, Promoter
Offering amount
$1.1M
Amount sold
$1M
Minimum investment
$20K
First sale
Dec 2014
Incorporated
Corporation, Delaware, 2014
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Founder mafia

2 people who came through PipelineDeals went on to found or lead other companies.

Frequently asked questions

What does PipelineDeals do?
Pipeline CRM is a sales platform designed for businesses to manage customer relationships with streamlined setup and integrations. The company serves small to medium-sized businesses and enterprises seeking to improve sales processes.
Who founded PipelineDeals?
PipelineDeals was founded by James P. Werlin, JP Werlin, Nicholas Bertolino in 2014.
How much funding has PipelineDeals raised?
PipelineDeals has disclosed $1M raised across 1 round.
Where is PipelineDeals headquartered?
PipelineDeals is headquartered in Seattle, US.