Team productivity? Check it, then Spekit.

The company: Spekit

Spekit is the top-rated enablement and adoption solution that helps employees work self-sufficiently and smarter in the cloud.

The details

Spekit keeps your teams in sync, drives adoption of your tools, and boosts productivity by embedding your training right within any application for self-guided learning. This makes your knowledge and enablement resources available contextually from any workflow – including email, Slack, and other team productivity tools.

How it works

Spekit creates an intuitive, user-friendly interface that consolidates knowledge, policies, and playbooks from across your organization into a centralized platform. Extensions (from Chrome, Edge, Slack, Outlook, Salesforce Lightning, and more) then allow you to integrate it across applications, surfacing your definitions, processes, and enablement resources in real time, wherever you and your team need them. As you roll out new processes or resources, Spekit keeps everyone aligned by sending in-app alerts to notify your team, right where they’re working. It even helps you measure training engagement and performance with powerful analytics.

Why you should pay attention

In a work-from-home world where employees are constantly context-switching between their dozens of workflows and applications and change is constant, the old LMS or webinar-approach to training drains resources and kills productivity. Employees rarely retain that crucial knowledge when presented in such a disjointed way. 

With Spekit, learning is reinforced right where work happens, making it easy to share, communicate, and train in real-time. Spekit’s Salesforce integration is the #1 choice on G2 and the AppExchange for Salesforce documentation, training, and change communication. It’s loved by scaling technology companies like Hippo, Docsend, and Mural, along with large enterprises like Southwest Airlines, JLL, and Wolters Kluwer. You don’t need coding skills or a technical background to use the integration features. Changes will automatically sync, you can document quickly by adding images and videos, and Spekit will then intelligently embed your training to maximize efficiency. 

Don’t have time to create your own training? That’s ok, too. Spekit has partnered with vendors and industry experts on the most popular tools to provide you with customizable training content to get you started. Think: Salesforce, Outreach, Linkedin SalesNavigator, and more.

Why we’re obsessed

Spekit is changing the way we train and enable employees by allowing them to learn at their own pace, track their progress, and reinforce learning in existing workflows. Co-Founders Melanie Fellay and Zari Zahra have created a much-needed modern way for companies to create consistent learning and training experiences – and savvy companies are here for it.   

Get involved

Utilize your digital companion to accelerate learning on the go! Check out Spekit and help your teams become more efficient.

We believe culture, diversity, and operational excellence are a key part of building truly great companies. Learn more on our website or by connecting with us on Twitter and LinkedIn.

Operator Spotlight: Cloudflare Co-Founder & COO Michelle Zatlyn

Looking for practical help and advice on an operational area that may be outside your realm? Each month we spotlight one of our talented operators, who’ll share their expertise and offer insights and ideas that may help improve your own operations. This month we spoke to Michelle Zatlyn, Co-Founder & COO of Cloudflare.

You founded Cloudflare in 2009. How has the landscape changed for women founders/operators since then? 

MICHELLE: As I reflect on the last decade, what’s changed is that there’s an increased awareness of the gender imbalance. That’s a good thing – There’s more awareness today that there are fewer women in technology, across a broader set of people. Now we need to see continued progress on making change. There are so many incredible women in technology, and I hope more of them choose the founder/operator path. We need all of you! I’m optimistic for the future.

This year has been full of disruptions. What are the biggest operational challenges you face right now?  

MICHELLE:  Our team is focused on how we can continue to provide the best Internet experience for our customers and the online world in a time when the world is relying on the Internet more than ever. The superheroes of this crisis are the medical professionals and scientists taking care of the sick and searching for a cure to this disease. But the faithful sidekick has been the Internet. Globally there’s been roughly a 50% increase in Internet utilization since March – and while the Internet isn’t necessarily a public utility, there aren’t many utilities that would continue to function if they saw a 50% increase in utilization over the course of a few days. As one of the guardians of the Internet, I’m proud of how our team has risen to the occasion to support our customers, new and old, as they deal with unprecedented challenges.

Last year you brought your family with you to the NYSE for Cloudflare’s IPO. Why was it important to have them there? 

MICHELLE: Building a company is an incredible, rewarding experience, but one that takes a ton of time, work, and energy. That’s true for the team that shows up every day, but it’s also true for the team’s loved ones. 

As I reflect on building Cloudflare, I was lucky to start the company with my co-founder Matthew Prince, and then take it public together a decade later. That was a real pleasure, and something we’re both proud of, since it doesn’t always happen that way. But as we prepared to go public, I had this realization of how lucky I was that my husband Jamie had also been there from Day 1. We were dating at the time and living in Vancouver. He encouraged me to move to the Bay Area to pursue this opportunity to see where it would go. I realize how fortunate I am that I had a supportive partner who encouraged me to go for it.

So a small group of us got together to talk about who would be on the podium the day we went public, and I thought about having Jamie and my kids there with me. It wasn’t a clear decision; several people thought it was a bad idea, plus you can have 14 people on the NYSE podium. I also reached out to Stitch Fix Founder/CEO Katrina Lake since she’d done it ahead of me; she encouraged me to do it.

In my late 20s, I remember having a conversation with myself about how I really wanted to have a career, a loving relationship, and kids. As I built Cloudflare with Matthew and our incredible team, Jamie and I created a life together in parallel. I made choices along the way to enable this. But as I faced the decision of who would be on the podium when we went public, I knew it was important for my family to be right there with me. 

Cloudflare is a security infrastructure company. What’s one insight no one knows about web security? 

MICHELLE: Organizations of all sizes are under cyberthreat. We see it with businesses of all sizes and in all kinds of industries. Small businesses are threatened by email-borne ransomware and phishing to get access to bank accounts and payroll systems. We’ve seen competing day spas launch attacks against each other to disrupt their websites – that’s an example that has always stood out to me as unexpected. Large organizations face a wider range of threats including ransomware, phishing, industrial espionage, cyber-activism, defacement, DDoS, and data theft. 

Everyone needs to think about security – whether that’s keeping personal information secure or keeping an organization secure. The good news is most attacks are simple to defend against; don’t get distracted by “movie plot” cyberattacks. Attackers will typically look for poor passwords, unpatched software, phishing targets, and websites without basic DDoS protection. Use password managers, update your software regularly, be careful of emails you open and attachments you download, and you can sign up for Cloudflare to help secure your online properties (websites, apps, APIs, blogs). 

How can the tech industry do a better job of supporting women operators and executives? 

MICHELLE: The best way to support women in tech is to lead or join a company that supports women in the workplace. I’m optimistic that we can continue to move forward as an industry, and I’m proud of how we’ve done this at Cloudflare. We’ve always said that a diverse team wins, whether it’s with our team or on our Board, where three of our eight members are women. Supporting the next generation of executives is equally important. I’m proud of what we’ve done to partner with organizations like Path Forward in the US and Mums@Work in Singapore to facilitate returnships for caregivers and women looking to get back into the workforce. We all need to be able to recruit the best of the best, no matter their background, ethnicity, gender, sexual orientation, or gaps in employment. 

Why is it important for companies to think about building an ecosystem? 

MICHELLE: All companies operate within a larger context. Ecosystems make me think of waves. If you build an ecosystem, it’s like you’re riding the wave and being proactive about what partners you’re working on and bringing more people into your wake. It also amplifies your size, which leads to having more influence in certain conversations and situations. Ultimately, building an ecosystem is a strategy operators can use to make more progress towards their goals, faster.

AOC often talks about the skills she picked up as a bartender, and others talk about what they learned working retail. What were some of those formative jobs for you?

MICHELLE: I love the feeling of being part of something. I worked at my dad’s law office for many summers, answering phones, running errands, and bookkeeping. I learned the importance of sweating the details and building strong relationships. I also spent a summer as a Camp Counselor at a special needs camp. Talk about being inspired! The camaraderie that I experienced there is something I’ll never forget. I’m a firm believer that life is a collection of experiences, and that’s why a winding career path or getting out there and seeing the world in many different ways is an asset. 

What’s one unconventional thing you’re doing to keep yourself sane?

MICHELLE: Just as shelter-in-place measures swept the globe, Cloudflare launched Cloudflare TV, a 24×7 live television broadcast with programming entirely curated and driven by employees to connect with the broader community. I produce and host a show called “Yes We Can,” a weekly segment that highlights non-C-Level women in tech, offering a chance to amplify their stories in one-on-one interviews. I’ve had the chance to interview incredible women showing up every day to build technology that impacts millions of people around the world. Past guests have been leaders in data science, marketing, engineering, design, and business development from companies like Shopify, Uber, Twitter, IBM, Patreon, IBM, and Houzz. I look forward to these interviews every week. I hope the segments show how women are making their marks on the tech industry and that their stories propel other women to choose a career in tech.

What’s the one condiment you could never live without? 

MICHELLE: I’m a proud Canadian, so it would have to be maple syrup. 

We believe culture, diversity, and operational excellence are a key part of building truly great companies. Learn more on our website or on Twitter and LinkedIn.


Get Smarter with Forethought AI

The company: Forethought

Forethought is an AI company that is changing the way businesses access, share, and leverage institutional knowledge to serve their customers. At the heart of the solution is an AI agent who can help solve, triage, and assist enterprises in their customer support workstreams. Forethought’s offering also includes robust analytics to provide actionable insights and help optimize efficiencies within the customer support organization.

The details

Bringing in Forethought is basically like adding an AI superhero to your customer support team. The AI – called Agatha – uses natural language understanding to solve common questions; it also applies collective knowledge to help agents find answers fast. Agatha helps businesses save time and increase efficiency, while also improving their abilities to provide fast and accurate answers for clients. 

How it works

Forethought has built a best-in-class artificial intelligence tool that interprets underlying intent without having to set up a series of keywords to get answers. Agatha continually gets smarter by dynamically tapping existing knowledge sources within the company – that includes everything from help articles to internal email and Slack conversations. The platform helps reduce support team workloads by intercepting common issues before they reach agents. It can categorize issues as they come into the helpdesk and route them to the right place for resolution. Agatha even suggests answers to increase agent efficiency by as much as 35%. Cool, huh?

Why you should pay attention

Forethought is unlocking the power of collective knowledge for businesses. They’re building the future of intelligent workflows in the enterprise and taking on a $30+ billion market opportunity. 

Why we’re obsessed

Founded by a team of Facebook, Dropbox, and LinkedIn alumni, Forethought’s mission is to “enable everyone to be a genius at their jobs.” The company won at TechCrunch Disrupt and was featured in Forbes 30 Under 30. And it’s already delivering outstanding results for its customers, driving down time spent working on tickets by up to 20%, increasing cases closed per hour by more than 30%, and elevating quality customer interactions one hundred percent of the time. 

Get involved

Embed intelligence into your employees’ workflows. Get Forethought and be smarter.

We believe culture, diversity, and operational excellence are a key part of building truly great companies. Learn more on our website or by connecting with us on Twitter and LinkedIn.

The financial instruments of angel investing 

We tapped Operator Collective LP Einat Meisel, a partner at Silicon Valley law firm Fenwick & West, for an explanation of the most common financial instruments angel investors use. This is part 2 of our So You Want to Be an Angel series, a resource for anyone who wants to explore angel investing. (Check out the legal considerations in part 1 here.)

Moving the Money: Convertible Equity 

You’ve identified the company you want to invest in. You have high conviction in the founders. You’ve done the initial due diligence. Now it’s time to finance the deal. 

Startups most commonly issue convertible equity to early stage investors. This is a legal document that gives angel investors a right to receive a negotiated amount of stock in the company at a later point in time in exchange for the seed money. With convertible equity, the stock is not issued up front. Instead it will be issued after there has been a VC financing round  at a negotiated valuation. Most angel investors won’t know precisely what percentage of the company they own until this valuation is done. 

Why? Many early stage companies want to avoid having the conversation of valuation with angel investors. That’s because proof of concept, repeatable revenue, and other key metrics and milestones all inform valuation. Early stage companies are working to build those key metrics, and that’s why they’re taking angel investment.  

Convertible Notes

A convertible note is one of the most common instruments of convertible equity. It’s a loan that an angel investor gives to the company. The convertible note has an interest rate (market rate, typically 2-6%) and a maturity date (typically 18-24 months). If the company raises VC money during the period of the note, the note will convert into the type (typically preferred stock) and number of shares represented by the investment given the negotiated valuation.  

Angel investors don’t have a say into how the valuation happens. But they do have the ability to negotiate the financial terms of the note. These terms include a discount the angel investor receives on the valuation once the VC round happens, the angel investor’s right to continue investing in future rounds, and other future rights. The angel’s leverage in these negotiations will be determined by how big and how early the angel investment comes in, as well as how confident the company is that they’ll secure VC funding and how quickly they think they can close it. 


A Simple Agreement for Future Equity (SAFE) is the other commonly used convertible equity instrument used in angel investing. The SAFE is similar to a convertible note in that it is a legal agreement that gives the angel investor the right to acquire the type and number of shares issued to the VC investors at a future point in time within the framework of pre-negotiated terms. Unlike a convertible note, the SAFE does not carry an interest rate, nor does it become due on a defined maturity date. Rather, the SAFE survives until it converts in a qualified preferred stock financing event or some other kind of exit. SAFEs don’t require the company to carry debt on their books, and they’re shorter and more straightforward to negotiate than full blown investment documents, containing legal costs for the young company, which is what makes them more attractive to startups. 

Like the convertible note, the SAFE gives angel investors the ability to bet on a promising company early in exchange for a negotiated discount on preferred stock at a future point in time. Another similarity: the angel investor receives the shares after the negotiated valuation, and the investor won’t know exactly what percentage of the company they own until after that has happened.

Side Letters 

Angel investors betting on a company early are taking a bigger risk (and typically seek bigger rewards as well). Some use “side letters” to secure additional investor protections including: 

  • Pro rata rights: The ability to continue to invest in future rounds.
  • Information rights: The ability to have access to board packages, quarterly updates, and ongoing financial details.
  • “Major Investor” status: The ability to access additional rights such as the Right of First Refusal (ROFR) which allows the angel investor to purchase common stock that founders or employees may have to sell before it’s offered up to an outside third party. 

Find out more about the key legal considerations of angel investing by checking out the first part of this So You Want to Be an Angel series. 

We believe culture, diversity, and operational excellence are a key part of building truly great companies. Learn more on our website or by connecting with us on Twitter and LinkedIn.

We’ve found the Origin of financial wellness

The company: Origin

Origin is a holistic financial planning platform that helps employees reach their goals.

The details

Origin provides personalized financial plans and support, as well as the resources and tools necessary to ensure every employee is financially stable. The onboarding process allows organizations to roll out the product in as little as an hour, rather than weeks. And the best part? It’s a benefit employees will actually utilize.

How it works

First, employees meet with a personal planner to discuss their goals, questions, and concerns. Next, each employee receives an individualized financial roadmap created by their Origin experts. 1:1 meetings provide the attention and detail employees need to make well informed financial decisions. From opening an emergency savings account to evaluating your insurance, your financial planner will make actionable recommendations you can accomplish through the app. We all know life doesn’t go as planned, so it’s a relief that Origin can be there to help you adapt.

Why you should pay attention

Financial stress is the number one reported issue in the workplace — and in the past year, the number of employers offering financial wellness to their employees has increased by 25%. Origin helps companies relieve that stress by eliminating seminars and time wasted on researching unhelpful financial products. Simply put? Origin is the modern approach to financial wellness for employees. 

Why we’re obsessed

Origin helps every stage of employee — from your recent graduates, to the ones starting families, and to those approaching your neighbor who is ready to retire. No employee is left behind. 

Get involved

Are you a financial advisor and want to join Origin’s network? Click here and apply today! Are you a benefits broker and want to partner with Origin? Click here for more information.

We believe culture, diversity, and operational excellence are a key part of building truly great companies. Learn more on our website or by connecting with us on Twitter and LinkedIn.

Your legal checklist for angel investing

Angel investments can give promising companies critical initial momentum, and it’s been shown to continue propelling them forward in several ways: they’re more likely to raise subsequent VC funding, they typically have 30-50% growth in critical metrics, and they benefit from strategic introductions their angel investors make. And while investors are creating more entrepreneurs, a Wharton/Harvard study showed entrepreneurs are also creating more angels. In a climate where taking action against bias and inequities is a mandate for so many, angel investing is emerging as a powerful tool for creating positive change as well.

We tapped Operator Collective LP Einat Meisel, a partner at Silicon Valley law firm Fenwick & West, for some core legal fundamentals to keep in mind as you consider angel investing. This is the first installment of the So You Want to Be an Angel series, a resource for members of our community who want to explore angel investing. 

✔ Make sure the startup has a proper legal structure 

Most startups organize as a C-corp or LLC in Delaware or California. It’s important to confirm the incorporation has happened as it gives angel investors important legal protections. Investing in other structures (e.g. partnerships) have important tax and liability implications that should be carefully examined before investing. 

✔ Make sure the IP is actually owned by the company

For most early stage companies, intellectual property (“IP”) is the key asset. It’s vitally important that the IP is assigned and owned by the company, including pre-incorporation IP. Asking to see founder and employee assignment agreements can help the angel investor assess IP ownership issues. Be aware that IP can come from myriad sources: employees, third-party contractors, customers, and more. The longer a company has been around, the more entangled the web of IP can be.  

✔ Ask the cap table question

A capitalization (aka “cap”) table is the list of the company’s shareholders and the people who have rights to equity. At the very early stages, capitalization is usually straightforward because companies have not raised money from a lot of sources. Inquire about how equity has been allocated, who owns it and what rights attach to that equity.  This will give you an understanding of  the community that’s supporting the founders, as well as an understanding of the special rights or issues that exist with respect to that equity. While angel investors should ask to see the cap table, it’s not uncommon for founders to keep details of the cap table close to the vest in angel rounds. 

✔ Ask legal compliance questions

Having a look at the company’s employment practices and assessing their understanding of securities law is deeper diligence that some angel investors do. Employment law violations such as misclassifying employees and contractors or failing to get a valid securities law exemption with every equity issuance could create headaches for everyone involved down the road. 

✔ Explore possible tax gains 

Angel investing is risky business, but one huge perk many investors are not aware of is the tax gain afforded by the Qualified Small Business Stock (QSBS) Act. Essentially, QSBS allows angel investors to exclude from federal income tax 100% of the gain on the sale of certain qualified small business stock, limited to the greater of $10 million or 10 times the adjusted basis of investment. This tax credit could save you millions — but the regulation and criteria can get complicated so be sure to consult with your tax advisor to determine if your investment qualifies. It’s fair to say, however, that most early-stage investments in C corporations meet the QSBS criteria.    

We believe culture, diversity, and operational excellence are a key part of building truly great companies. Learn more on our website or by connecting with us on Twitter and LinkedIn


How your sales team can Outreach, outlast, and outperform

The company: Outreach

Outreach delivers a sales engagement platform that helps sales professionals engage with customers to grow their revenue faster and more predictably. Outreach is changing the game for revenue teams everywhere and redefining how companies engage with their customers throughout the lifecycle. 

Why you should pay attention 

Outreach is the category leader in the fast-growing Sales Engagement space. The company earned its spot on the leaderboard by inventing transformative changes that help their customers dramatically increase sales productivity and drive smarter, more insightful customer engagement. The platform delivers a jaw-dropping 387% ROI with a 5X return on investment for its more than 4,000 customers (which include companies such as Adobe, Tableau, DoorDash, Splunk, DocuSign, and SAP). 

The details 

At the core of Outreach is a system of action that gives sales reps insights and recommended activities to close deals quickly and effectively. The system uses AI and machine learning to help sales reps reach clients and prospects on their own terms, working across email, social, voice, and text-based communication methods. Outreach even allows them to test different messages and approaches in order to optimize the content and improve their outcomes at scale. And how do you know what works? Simple: Reporting functionality gives visibility into sales rep activity so team leaders can see what performs and what doesn’t. The platform then delivers the insights everyone needs to stay focused and deliver a simplified, consistent experience across all stages of the sales cycle.

How it works

Outreach’s customer engagement platform gives sales teams the tools they need to choreograph an engaging, personalized buyer’s journey for each of their customers and prospects. It drives new levels of efficiency and visibility into the sales system. From saving reps hours of work to driving messaging alignment and ROI and growing the pipeline, Outreach’s customers are using the platform as a playbook for success and revenue growth.  

Why were obsessed 

Outreach is on an incredible trajectory because it is delivering immense value to clients, which include a who’s who of everything from the hottest tech startups to the F100 icons. That’s reflected in its valuation: The company has officially become a “unicorn,” valued at $1.3+ billion — the only company in the dynamic sales engagement space with that mythical status. The company leads its sector because it’s driving breakthrough innovation that fuels exponential revenue growth for its thousands of clients. It’s easy to see why we’re obsessed. 

Get involved

Ready to make your team a revenue-driving machine? It’s time: Get Outreach.  

We believe culture, diversity, and operational excellence are a key part of building truly great companies. Learn more on our website or by connecting with us on Twitter and LinkedIn.

Words matter: Textio makes business writing more effective and inclusive

The company: Textio

Textio is an augmented writing platform that’s changing how companies work. Using language patterns and data insights, Textio helps companies be more intentional with their business writing so it has the impact they intend. At the most basic level, Textio gives businesses new ways to transform their company culture by innovating on the most powerful tool that every human has to affect change: the words we use to communicate.

It’s how you say it

The words your company uses everyday broadcast to the world what your company values. Companies like Nestle, McDonald’s, and Zillow turn to Textio when they want to get more intentional about the alignment between their words and their culture. Textio also helps ensure business language appeals broadly and is inclusive across gender, age, and ability and optimized to get a response. Apple, Cisco, Johnson & Johnson, and NASA use Textio daily to make sure their values and culture shine through in their most critical communications.

The details

Think of Textio as a word processor that’s designed to predict how readers will respond and engage based on the patterns of language that are being used. The words in a job description, for example, can profoundly affect the profile of the candidate pool that applies, which in turn is a reflection of the employee base. Companies use Textio to ensure their business communications are more inclusive, deliberate, and impactful. The platform is highly instrumented to provide data and insights that flag jargon, make suggestions, and even reveal gender-coded language that the writer may not see. Textio lives at the intersection of creative writing and breakthrough innovation. That’s reflected in the credentials of its top leaders: CEO Kieran Snyder has a PhD in linguistics and cognitive science, and both she and her co-founder Jensen Harris held leadership roles at Microsoft before starting Textio.

How it works

As you’re writing, Textio is comparing your language to its vast databases of more than 600 million documents to parse the most relevant and make recommendations on language patterns that are proven to work well in a given situation. The platform continually evolves and improves via a learning loop — each user of the system makes the platform more intelligent. Textio makes predictions on who will engage with the content as it’s being written, it makes suggestions for changing something that’s just been typed, and it proactively creates language to help achieve the recruitment, corporate culture, or digital transformation objectives the business is working towards.

Why we’re obsessed

Diversity and culture are key imperatives for Operator Collective and we have high standards for this in the companies we invest in. Textio is building innovation that helps more companies create inclusive cultures, foster diversity, and build belonging.

Get involved

Now more than ever, businesses recognize that inclusion is an imperative. Meet Textio, and make your words matter.

We believe culture, diversity, and operational excellence are a key part of building truly great companies. Learn more at or by connecting with us on Twitter and LinkedIn.


SetSail with a unique take on sales productivity

The company: SetSail

SetSail offers a unique take on sales productivity, transforming complex data sets into simple, actionable insights. With this information in hand, sales organizations can easily pinpoint what’s working in their sales process and motivate reps to emulate those best practices. And the results are staggering: SetSail customers are seeing an average increase in revenue per rep of more than 15%. 

Why you should pay attention 

With a founding team from Google, the company is using advanced data science to help clients like Dropbox and Pendo bridge the missing link in sales productivity. Existing customer interaction data (such as email, calendar, and CRM) is analyzed by applying Machine Learning and Natural Language Processing on customer engagement signals. Unlike many AI-based solutions, the platform unlocks insights without requiring your data to be perfect. 

How it works

SetSail’s product starts by taking existing customer interactions, automatically capturing and enriching the data, and recording that back into your CRM system to create a solid foundation to build on. Their custom machine learning model peels back the layers on the data to identify and measure the real customer buying signals – such as interactions with key personas on particular topics like pricing or security. This helps companies move beyond basic activity metrics and rep-reported measures, gaining visibility into real deal progress. SetSail translates the best practices utilized by an organization’s top reps into a simple point-based sales incentive program. It even tracks performance and handles the payments. As clients’ business objectives evolve, the SetSail system evolves with them, providing a customized incentive plan (including SPIFs) that meets each team’s ideal sales motion. 

The context

Sales organizations are struggling as teams move to distributed models and reps are faced with a litany of choices each day on where to focus their time. In the last 5 years, sales ramp-up times, attrition rates, and the number of reps missing quota have grown tremendously. On top of this, sales leader tenure is down to just 18 months, leaving leaders scrambling to drive sales productivity gains on their own.

Why were obsessed 

SetSail is a first-of-its-kind Sales Behavior Management Platform that identifies best practices and helps leaders incentivize those best practices across their team at scale. SetSail is blazing a trail in delivering innovation that’s unlocking sales productivity and business growth for their clients. It’s truly a game changer.

Get involved

Turn your sales data into better productivity for your team today. Check out SetSail now to get started.

We believe culture, diversity, and operational excellence are a key part of building truly great companies. Learn more at or on Twitter and LinkedIn.

Simply binding: Why we’re crazy about Ironclad

The company: Ironclad

Ironclad is a digital contracting platform that industry leaders like L’Oréal, Mastercard, and Dropbox rely on to enable agile, collaborative, and data-driven contracting. By streamlining contract workflows from requests to approvals to storage, Ironclad creates a single source of truth for contracts and data. It is the only platform that handles every type of contract, no matter the use case or complexity.

Ironclad is proud to be a company that values diversity and inclusion. Almost half the company is female and 75% of the executive team are minorities or women. In 2019, Ironclad was featured on CloserIQ’s list of 10 San Francisco Companies with the Best D&I Programs. Read more about Ironclad’s commitment to inclusion, diversity, and culture here

Why you should pay attention 

Contracts are the atomic unit of modern business. Companies depend on successful contract management to drive relationships and mitigate risk.

But in today’s increasingly interconnected and rapidly changing world, the costs of contracting have never been greater. According to the IACCM, companies are losing 9.2% of annual revenues due to poor contract management. This doesn’t even take into account the opportunities lost to fragmented contracting processes or the cost of getting contracts done — $21,300 for a mid-complexity contract, and hundreds of thousands for a high-complexity contract. Ironclad enables businesses to be agile, efficient, and intelligent in managing every type of contract across departments. 

The details

Ironclad provides intuitive software that lets companies keep pace with the changing demands of modern business. Companies that fail to effectively manage risks or take advantage of new opportunities in today’s world risk getting left behind by competitors who have adapted better. Ironclad helps teams build and deploy scalable contract processes, work seamlessly with internal teams and counterparts, balance the need for speed and compliance, and make data-driven decisions from contract data.  

How it works

Ironclad lets customers build workflows for their contracts in minutes. 

  • Workflow Designer is a self-serve tool that helps legal teams create and enforce contract policies, without long implementation times or the need for technical expertise. With a straightforward drag-and-drop user interface, customers can build and launch contract generation and approval processes in minutes.
  • A full suite of collaboration and negotiation capabilities helps legal teams manage the contract redlining and revision process in one place — without forcing counterparties to do the same. 
  • Dynamic Repository is the only user-friendly, enterprise-grade contract repository in the contract management space.

Why were obsessed 

Especially during times of uncertainty, legal teams play a crucial role in helping businesses navigate risk and survive. Ironclad is not only a contract management tool, but also a comprehensive platform that lets legal teams collaborate remotely, maintain data integrity, and get the answers they need in seconds. Whereas onboarding and integration with standard contract management tools can take months, Ironclad’s team of experts in legal workflow and technical implementation helps customers onboard and iterate quickly. They are on track to become the leading trusted provider of legal software.

Get involved

Interested in the digital transformation of legal? Join Ironclad’s community of legal professionals to access events, webinars, and monthly newsletters and see how the product works.

We believe culture, diversity, and operational excellence are a key part of building truly great companies. Learn more at or on Twitter and LinkedIn.