Onboard.io

Manage & automate customer onboarding and implementation

Y CombinatorWinter 2022ActiveB2BProductivitySaaSB2BProductivityCustomer Success

What they do

Problem

Customer onboarding and implementation processes are often manual, inconsistent, and hard to coordinate across internal teams and clients.

Solution

Onboard.io provides a SaaS platform that automates and streamlines onboarding by creating dynamic, collaborative customer launch plans visible to all stakeholders.

Who it's for

Customer success, implementation, and onboarding teams at B2B companies onboarding new customers.

Founders

JD Epstein

Founder

Managing member of 57O INVESTMENTS, investing in early stage startups. Founder of Onboard (YC W22) (https://onboard.io), a B2B SaaS to streamline onboarding for every customer. Previously founded ZFERRAL INC aka Ambassador (TS NYC 2011) (https://getambassador.com), scaled to about 50 people before selling in 2018. I also enjoy angel investing, stock trading & sports.

LinkedIn · X

Will Stevenson

Founder

I’m Will 👋 My focus is simple: identify bottlenecks, design better workflows, and support them with AI systems to help teams move faster and operate more efficiently. Over my career, I’ve led companies involved in $660M+ in acquisitions across SaaS, prop tech, marketing automation, and health tech. I love solving operational problems and connecting people. If I can help, reach out — if not, I probably know someone who can.