Acquisition
Aug 2025Zelkova Ventures announced acquisition of a majority ownership stake in Onboard Software / Onboard.io; Jay Levy joined the board and Michael Herzig later appeared as CEO.
SourceManage & automate customer onboarding and implementation
Company research
Public company, workplace, funding, and market signals
Overview
Onboard.io (Onboard Software, Inc.) is a private B2B customer onboarding platform for post-sale teams to manage implementations, automate workflows, and accelerate time-to-value.
Primary product
Customer onboarding software platform for implementation, customer success, and onboarding teams.
Founded
2020
Headquarters
1111 Lincoln Road, Suite 500, Miami Beach, FL 33139, United States
Team size
1-10
Industry
Software Development
Sub-industry
Customer onboarding / collaboration software
Offices
Miami Beach, Florida, United States
Miami, Florida, United States
Birmingham, Michigan, United States
Business model
B2B SaaS
subscription
Funding
Stage
Seed / Pre-seed
Total raised
$1.8M
Latest round
Pre-Seed · Mar 2022
Latest amount
$500K
People & investors
Leadership
Founder
Chief Executive Officer
Chief Revenue Officer
Chief Technology Officer
Investor & Board Member
Founder & COO (historical; through Aug 2025)
Senior Software Engineer
Work & culture
Careers page describes an ONBOARD values culture: Ownership, Never stop learning, Balance, One team, Awareness, Real talk, and Do the right thing. The company says it aims to provide an environment with support and balance, and it had no open roles at the last update.
Product & market
Pricing
Tiered subscription pricing with Starter, Essentials, and Pro plans; monthly and annual billing; add-ons for certain features.
Differentiators
- —Purpose-built for post-sale onboarding and implementation workflows
- —Shared system to maintain ownership and surface risk early
- —Automation of repetitive onboarding tasks
- —Customer portal, dashboards, and document signing
- —Integrations with major CRM and collaboration tools
- —AI-oriented workflow support in recent product messaging
Technology
Salesforce
HubSpot
Slack
Zapier
Pipedrive
Asana
Zoho
Outlook
Microsoft
Gmail
Twilio
Notion
Zoom
Jira
Snowflake
Tableau
Looker
Domo
Google Meet
REST APIs
Customers
Customer success teams
Implementation teams
Onboarding teams
B2B SaaS companies
SMB and mid-market teams
Competitors
Nuvo
Posidex
Detected
other customer onboarding / implementation tools
Scale & contact
Estimated revenue
$1M-$10M
Signals & risks
Latest news
LinkedIn · Jul 2026
Michael Herzig announced a native e-signature feature, describing pre-filled customer data and a legally binding audit trail.
Onboard Blog · May 2026
The company argued that SMB and mid-market CS teams are usually better off buying purpose-built onboarding software than building internally.
AP News / NewMediaWire · Aug 2025
AP News carried a press release announcing Zelkova Ventures' acquisition of a majority ownership stake in Onboard Software (onboard.io), with Jay Levy joining the board and Michael Herzig cited as CEO in related LinkedIn coverage.
LinkedIn · Aug 2025
Michael Herzig announced he joined Onboard.io as CEO and referenced Zelkova Ventures' majority stake acquisition, alongside Jay Levy, Jason Rozenblat, and Matt Majewski.
Onboard Blog · May 2023
Onboard announced a HubSpot integration with bi-directional sync to connect deal data to onboarding plans and implementation workflows.
Jobs and careers at Onboard.io
0 jobs at Onboard.io
No open positions
Check back later for new openings