Asset Manager

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Vertify

Vertify is an Austin-based revenue operations automation platform that syncs customer data across sales, marketing, and customer-success tools without...

Vertify

Vertify was founded by a team with backgrounds in marketing, operations, and product development who experienced firsthand the friction of disconnected data silos. The company now provides an integration-platform-as-a-service (iPaaS) purpose-built for revenue operations professionals. The platform connects CRMs, marketing automation tools, and customer-success applications into a single data layer. Vertify targets four primary use cases: lead management, customer upsell, churn reduction, and outbound automation. The company counts LogMeIn and CSC Corptax among its customers, and its software integrates with systems including Marketo and NetSuite (per firm website). Vertify’s market is North American enterprises seeking to align sales, marketing, and customer success. Vertify maintains a single office in Austin, Texas. Its leadership team includes CFO Gabriel Pineda, RevOps Director Jamie Sughroue, and VPs Brandon Bruce (Customer Success) and Craig Alford (Engineering). The firm operates no disclosed investment portfolio or adjacent vehicles; it describes itself as a software company rather than an investment manager. Vertify is structured as a private software company, not a family office or asset manager. Its differentiation lies in its narrow focus on the RevOps automation niche, with a no-code drag-and-drop interface and a community component that includes a dedicated Slack group and RevOps University — an education arm that doubles as a customer-acquisition channel.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Austin

Corporate office

Austin, Texas, United States

Principals

Wayne Lopez

CPO

Gabriel Pineda

CFO

Jamie Sughroue

RevOps Director

Brandon Bruce

VP, Customer Success

Craig Alford

VP of Engineering

Amanda Barr

Product Marketing Manager

Sector focus

Enterprise SoftwareData & Analytics

Frequently asked questions

Who controls investment decisions at Vertify?

Vertify is not organized as an investment firm. Its leadership team — including CPO Wayne Lopez, CFO Gabriel Pineda, and other department heads — makes operational and product decisions. No external investors or allocators are disclosed (per firm website).

What problem does Vertify solve for revenue operations teams?

Vertify automates the movement and transformation of customer data between disconnected sales, marketing, and customer-success tools. Its iPaaS platform eliminates manual data entry and spreadsheet-based workflows, aiming to provide a single source of truth for RevOps professionals (per firm website).

Which integrations does Vertify support?

Vertify connects with major revenue applications including CRMs like Salesforce, marketing automation platforms such as Marketo, and ERP systems like NetSuite. The platform supports multi-directional, real-time data sync and custom workflow configuration without coding (per firm website).

How does Vertify's community approach differ from that of other RevOps tools?

Vertify includes a RevOps community component — customers gain access to a dedicated Slack group, onboarding support, and RevOps University, an educational resource. This structure serves both as a customer-success channel and as a way to build a practitioner network around the platform (per firm website).

Does Vertify invest in or sponsor external companies?

Vertify does not disclose any investment portfolio, fund structure, or sponsorship activity. The company is a private software vendor selling an automation platform; no investment or deployment figures are published.

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