Onboard.io
Manage & automate customer onboarding and implementation
About Onboard.io
Onboard is a SaaS which automates & streamlines the customer onboarding & implementation process. Easily create dynamic launch plans (customized per customer), which are collaborative with clients and visible to all stakeholders. Onboard is built for onboarding by a team that spent a better part of the last decade onboarding some of the worlds largest brands.
Company details
Funding
Total raised
$1.3M
Last stage
Pre-seed
Investors
Founders
William Stevenson
10+ years helping early-stage B2B SaaS companies scale CS, Onboarding, and Support. Previously VP of Operations at Ambassador Software.
Matthew Majewski
Technical founder and hands-on CTO. Previously part of the leadership team at Ambassador Software alongside Epstein and Stevenson.
Jeffrey D. Epstein
Previously founded Ambassador Software (acquired by Intrado in 2018). Holds a JD from Chicago-Kent College of Law. Forbes Technology Council member.
LinkedInWill Stevenson
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.
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.