Greenboard GTM brain

Greenboard sells an AI-native compliance platform to regulated financial firms and their compliance teams.

category

Financial compliance software

market profile

  • text: SEC and FINRA compliance combines communications supervision, employee controls, marketing review and firm records.
  • text: Firms and outsourced compliance providers must coordinate work across fragmented legacy systems and spreadsheets.

personas

  • title: Chief compliance officer
    pains:
    • Exam preparation requires collecting evidence across systems
    • Supervision produces false positives that consume review time
    • Must retain human judgment over AI decisions
  • title: RIA chief operating officer
    pains:
    • Multiple point solutions increase vendor and workflow overhead
    • Marketing review can slow a growing advisory business
  • title: Compliance consulting partner
    pains:
    • Monitoring many client firms requires switching contexts
    • Needs a consistent record and clear assignment of work

icp

  • text: US registered investment advisers, broker-dealers, private funds, hedge funds and fintech platforms subject to securities oversight.
  • text: Small through enterprise firms and compliance service providers, especially those consolidating tools.

message pillars

  • text: Unify regulated records and workflows.
  • text: Make compliance staff more effective with AI.
  • text: Maintain human approval over decisions.

objections

  • objection: Can AI make a risky compliance decision on its own?
    response: Greenboard describes AI as preparing work and routing decisions, with human approval retained.
  • objection: Will replacing several tools disrupt an exam-ready program?
    response: Map existing records and controls and validate migration, retention and workflows with the team before switching.

competitors

  • name: Global Relay
    why: Competes in communications archiving and supervision.
  • name: Hadrius
    why: AI-enhanced compliance software for financial firms.
  • name: Smarsh
    why: Financial communications archiving and supervision alternative.

keywords

  • RIA compliance software
  • SEC 17a-4 archiving
  • FINRA communications supervision
  • investment adviser marketing review
  • employee trade compliance
  • financial compliance AI

voice

  • compliance-literate
  • direct
  • human-centered

signals

  • text: A growing RIA with a high-volume content program has an immediate marketing review bottleneck.
  • text: A firm consolidating compliance vendors or preparing for an examination has a reason to review its stack.

stack

  • Slack
  • Microsoft Teams
  • Claude
  • ChatGPT

hiring

  • Partnerships Lead
  • Enterprise Account Executive
  • SMB Account Executive
  • Senior Full Stack Software Engineer
  • Senior DevSecOps Engineer

pricing

model: unknown

motion

sales_led

channels

  • outbound
  • LinkedIn
  • events
  • webinars
  • compliance partners
  • customer stories

confidence

high

Founders

  • name: Dave Feldman
    title: Founder/CEO
    role: CEO
    bio: Prior to founding Greenboard, Dave worked in Product at Guideline, where he led teams that built core systems including Guideline’s financial recordkeeping engine. Before that, Dave led Hive AI’s joint venture with Bain & Company. Dave holds a BS in Chemical and Biomolecular Engineering and an MS in Computer Science from Johns Hopkins University. In his spare time, Dave is an avid outdoorsman who enjoys hiking, sailing, and downhill skiing.
  • name: Edward Schembor
    title: Founder/CTO
    role: CTO
    bio: Before Greenboard, Ed led Product for Amazon's search navigation experience and worked on the founding Amazon Fashion catalog team. Before that, Ed worked as an engineer scaling Amazon's email-based product recommendation systems and on the internal machine learning team that eventually went on to become AWS Sagemaker. Ed holds a BS in Computer Science from Johns Hopkins University. Outside of work, Ed boulders and explores the NYC food scene.

Back to YC companies