We're Building the
Infrastructure for
AI-Led Growth
OnboardFi exists because the way companies acquire, onboard, and retain customers hasn't kept up with what AI makes possible. We're changing that.
The Problem We Couldn't Ignore
We've spent years watching brilliant teams lose deals, churn customers, and burn out their best people — all because the tools built to help them were designed for a pre-AI world.
Sales teams drowning in manual follow-ups. Customer success managers juggling spreadsheets and email threads. Onboarding processes that feel like paperwork instead of partnership. It didn't have to be this way.
So we set out to build something different — an AI-native platform that doesn't just track customer interactions, but orchestrates them. A system where every touchpoint is intelligent, every handoff is seamless, and every customer feels like your only customer.
Our Philosophy
AI-led, not AI-assisted. We believe the future belongs to companies that let AI do the heavy lifting — handling routine interactions, analyzing patterns, and taking action — so humans can focus on strategy, creativity, and genuine connection.
The platform, not the point solution. Fragmented tools create fragmented experiences. OnboardFi is a unified growth platform that connects every stage of the customer lifecycle — from first touch to full renewal — in one intelligent system.
Execution over administration. Your best people shouldn't spend their days updating CRMs and chasing tasks. They should be closing deals and delighting customers. We build AI that works, so you can too.
What We Build
A complete AI-led growth platform that transforms how B2B companies acquire, onboard, and retain customers.
AI Sales Agents
Autonomous agents that qualify leads, run product demos, and nurture prospects 24/7 — without human intervention.
AI Demo Agents
Interactive, personalized product demonstrations that adapt to each prospect in real-time.
Branded Customer Portals
A persistent home for every client relationship — beautiful, intelligent, and uniquely yours.
Lifecycle Orchestration
Connect sales, onboarding, and success into one continuous journey — with AI managing the handoffs.
Backed by theGPTlab
OnboardFi is a venture of theGPTlab, an AI venture studio focused on building the next generation of enterprise software. We combine deep AI expertise with decades of experience in B2B growth to create products that actually work.
Ready to see AI-led growth in action?
Schedule a personalized demo to see how OnboardFi can transform your customer lifecycle.
Schedule a Demo