otherRIA · CRD 169978SEC-Registered

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Copper

Copper is a CRM software company founded in 2013, serving over 30,000 businesses with a platform built natively inside Google Workspace.

Copper

Copper was founded in 2013 to address a common complaint: legacy CRM systems were data-entry machines, not relationship builders. The founding team, including Steve Holm who now serves as CEO, built the platform from scratch to sit inside Google Workspace (formerly G Suite), not as a separate app users had to visit. The firm has raised venture funding, though the total is not publicly disclosed on its website. Copper sells a CRM that covers lead capture, pipeline management, project delivery, and client retention, all integrated with Gmail, Google Calendar, and Google Drive. Its customer base of over 30,000 companies spans small businesses and larger firms, and the platform claims usage in over 100 countries. The company positions itself as a direct alternative to unwieldy databases — emphasizing ease of use, rapid deployment, and automation of routine tasks like logging calls and triggering follow-up emails. The firm operates from offices in New York and Cambridge, Massachusetts. Its leadership team includes CFO Rick Smith, VP Engineering Katie Huang, and VP Product Luke Lihou. Copper does not publicly disclose revenue or valuation figures, and no recent funding round or major operational event has surfaced from the last 24 months. Copper's structural differentiator is its native Google Workspace integration — the CRM was designed to work from inside Gmail and Calendar, not as a separate destination. This approach reduces adoption friction and has allowed Copper to compete against larger incumbents like Salesforce by targeting teams who already live in Google's productivity suite.

Website
copper.com

General information

Firm type

other

Year founded

2013

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Additional offices

Cambridge, MA, United States

Principals

Steve Holm

CEO

Rick Smith

CFO

Luke Lihou

VP Product

Perri Langenbahn

VP Customer Success

Imran Rahaman

VP Operations

Katie Huang

VP Engineering

Julie Klin

VP Human Resources

Sector focus

Enterprise Software

Frequently asked questions

Who runs investment decisions at Copper?

Copper is a CRM software company, not an investment firm. Its executive team, led by CEO Steve Holm and CFO Rick Smith, oversees operational and product strategy. The company has raised venture funding from external investors whose identity is not disclosed on its website.

How does Copper source proprietary deal flow?

Copper does not invest in external companies. As a CRM provider, its business development is led by a sales team and partner program that works with resellers, affiliates, and associations (per Copper's contact page).

Is Copper structured as a single family office or does it operate more like a venture firm?

Neither. Copper is a private, venture-backed software company, not a family office or investment firm. It sells a CRM product to businesses and does not manage outside capital.

Does Copper participate in fund commitments or only direct deals?

Copper does not participate in fund commitments or direct investments. It is an operating company that raises venture funding to build and sell its CRM platform.

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