York IE is a company that provides active capital and tech-enabled services to help scale tech companies.

York IE

York IE is an advisory and venture capital firm that helps technology companies grow. York IE leverages a 200+ person global operating team, data and automation technology, and deep ecosystem relationships to provide advisory as a service across product, go-to-market, and finance and to selectively invest in early-stage B2B SaaS startups. Founders, operators, and investors at all stages rely on York IE to help build, scale and monetize their business. Fuel® Your Strategic Growth at York IE.

Spark Your Channel

Finmark

Broadlume has accumulated dozens of applications through a series of M&As. They've delivered immense value to clients, but Broadlume still faced three major challenges:

1. providing even more seamless integration between the applications
 
2. supporting multiple tech stacks and frameworks, which affected its speed of development and its ability to resource projects sufficiently
 
3. managing architecture and roadmap strategy alongside maintenance and short-term needs

So they turned to us. By working with our Product Strategy and Development practice, Broadlume has:

💰 saved over $600,000 in dev costs
🤖 modernized legacy applications and APIs
🚀 increased its speed of product development
☁️ consolidated its cloud infrastructure from 5 providers to 1

"We are better able to support our existing platform and meet customer needs, while also moving through our new R&D pipeline faster," says Sean Bave.

Learn more about Broadlume's journey: https://hubs.la/Q02C_7Ks0

Your CRM should be a foundational element of your company’s tech stack — the central hub of your marketing, sales and customer service activities.

In fact, 78% of sales leaders say their CRM improves alignment between their sales and marketing teams, according to HubSpot. 

The right CRM can help you:

identify and nurture leads
turning prospects into customers
optimize the entire customer journey

It’s all about achieving a smooth process, both for your customers and your business. 

But not every company gets it right. Implementing a new CRM is hard — so hard that lots of projects never achieve their desired outcomes.

Want to avoid that fate?

Remember: A successful CRM implementation is a collaborative process. Stay in constant communication with your colleagues. Bring together employees from sales, marketing, CS and beyond to weigh in and help.

It's a lot of work, but it's worth the effort.

Because a great CRM can unlock your GTM team's full potential.

I had a wonderful day in Portland, Maine yesterday with Mike Veilleux and Tanish Parsana. 

Huge thank you to The Roux Institute at Northeastern University for inviting Mike to speak to their Future of Healthcare Founder Residency program, which was an impressive collection of passionate individuals. 

Huge, huge thanks to Allyson Goida for the tour of the facility, which is truly 🤯! The Maine innovation ecosystem is really exciting and vibrant and at York IE we are honored to be part of it. 

Hugest thanks, however, to the event attendee who told me I looked exactly like Zac Efron! My wife has not, and will not, hear the end of it!! 

Great day!

There aren’t enough hours in the day to do everything your startup needs.

And fundraising is like having another full-time job on top of it all.

How can you get everything done?

A strong network can be a force multiplier, says Kristen Craft:

“The name of the game is having people who are going to sing your praises behind your back, who are going to say, ‘Who you should really talk to is this investor’ or ‘That person could be a great fit for XYZ reason,’ because, especially if you’re a solopreneur, you can’t be everywhere all the time.

But you can develop almost an army of people who are advocates, evangelists, ambassadors on your behalf.”

Are you paying enough attention to your business operations?

Lots of startup leaders neglect it.

But it's the backbone of any successful company. Join us Thursday, July 18 to learn:

why BizOps is worth the investment
how tech can help you recruit and retain talent
when and when not to rely on fractional executive roles

Plus a lot more!

Janelle Gorman, TriNet's Kristin R. Russum, SPHR and LinkSquares' Chris Combs 🚀 will share their insights and help you maximize every dollar.

Reserve your spot here: https://hubs.la/Q02DdlBB0

How to Choose the Right CRM:

1. Identify your business needs
Outline your sales process and stages. List the types of customer data you need to track.

2. Define your budget
How much are you willing and able to spend? Consider both upfront and ongoing costs.

3. Assemble a selection team
Bring together some of the people who'll use your CRM — sales, marketing, CS — to help consider your options.

4. Evaluate the key features
Do an apples-to-apples comparison of your top options. How well do they do what you need, given their price tags?

5. Request a demo and trial
A new CRM is a major investment. Take some time to test-drive your leading contenders before you dive in.

6. Collect feedback
Can your users do their work and get the data they need? Are they happy with the process?

7. Make your selection
Rely on your cost-benefit analysis, feature comparisons and feedback. And do some research to understand the implementation process and timeline.

➡️ We just published a new guide to help you choose and implement the right CRM. You can get it for free here: https://hubs.la/Q02DL6QJ0

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Co-Founder, Chief Marketing Officer and Managing Partner

Coughlin Adam

Finance and Administration

Janelle Gorman

Co-Founder and Managing Partner

Joe Raczka

Co-Founder, CEO & Managing Partner

Kyle York

Technical Co-Founder & CTO

Mike Veilleux

Sales and Support

Gregg Nelson

Vice President, Marketing Communications

Kate Campbell

VP, Investments & Strategy

Marshall Everson

VP, Ecosystem & Investor Relations

Tom Anderson

Director of Revenue Operations

Craig Handy

Paul Heywood

CEO & Managing Partner

COO & Managing Partner

Adam Coughlin

CMO & Managing Partner

Katelyn Campbell

Vice President, Advisory Services

Vice President, Investments

Janelle Gorman, CPA

Chief Financial Officer

Travis York

Investment Partner & Advisor – Creative Entrepreneurship

Hourwork develops a recruitment and retention platform that connects employers with hourly workers.

Finmark is financial planning software for startups; making it simple for companies to manage their runway, hiring, and cash.

StackShare is on a mission to connect every developer in the world with the right tools and the companies using them.

Personalized Video and content that Sparks your Sales Channel

Seed Stage Investors with Investments in Quebec

Seed Stage Investors with Investments in Menlo Park, California

Seed Stage Investors with Investments in San Francisco Bay Area

Venture Capital Investors (Top 10K)

York IE® is an advisory and venture capital firm that helps technology companies grow. York IE leverages a 200+ person global operating team, data and automation technology, and deep ecosystem relationships to provide advisory as a service across product, go-to-market, and finance and to selectively invest in early-stage B2B SaaS startups. Founders, operators, and investors at all stages rely on York IE to help build, scale and monetize their business. Fuel® Your Strategic Growth at York IE.

Computer and Software Services and Scientific Services

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Cold Raises $2.65M in Pre-Seed Funding

Cold Grabs $2.65M Pre-Seed Round

Eric Dayton’s Sustainability Tool Draws Big Name Investors

York IE partners with JP Morgan to rev up startups

Yorkie enters chilled aisle with HFSS-compliant dessert

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