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Flexperto is a Berlin, Germany-based software company that provides a web-based software-as-a-service platform for digital business-to-business and business-to-consumer communication and collaboration. The enterprise software connects various sales tools and communication channels to help organizations, particularly within the insurance and financial services sectors, improve operational productivity and manage tailored customer experiences. The company currently serves a growing client base of over 100 enterprise customers across Germany and previously secured early venture capital backing from institutional investors including Hub:raum, IBB Ventures, and Berliner Volksbank Ventures. In April 2021, the business was acquired entirely by the Milan-based software provider RGI, a portfolio company of the global private equity firm Corsair Capital, to facilitate strategic expansion into the French and Italian markets following significant growth during pandemic lockdowns. Flexperto was founded in 2012 by Marcel Schmid and Felix Anthonj.
Flexperto has raised $4.0M across 1 funding round.
Flexperto has raised $4.0M in total across 1 funding round.
Flexperto GmbH is a German technology company providing a comprehensive cloud-based communication platform for sales and service teams in regulated industries like insurance, banking, and financial services.[1][2][3] It builds an all-in-one solution that digitizes the entire customer journey—from scheduling meetings and real-time video/audio consultations to omni-channel messaging, e-signatures, and CRM integrations—combining advanced WebRTC technology with human expertise to deliver secure, compliant customer experiences without downloads or plugins.[1][2][4] The platform serves businesses seeking to improve customer retention, close rates, and efficiency, with features like AI-generated call summaries, performance analytics, and GDPR-compliant data handling, all hosted in Germany with certifications including ISO 27001.[1][2]
Flexperto solves the friction in formal, regulated consultations by making processes user-friendly and seamless, akin to everyday transactions like ordering pizza, while ensuring compliance (e.g., MiFID II recording, qualified e-signatures).[2][4] It has demonstrated growth through partnerships like Deutsche Telekom, enabling scalable B2B sales and international rollouts.[4]
Flexperto emerged to address cumbersome user experiences in essential regulated sectors such as banking, insurance, medicine, and law, where red tape and security requirements create friction for both customers and experts.[4] Founded as a German startup (exact year not specified in available data), the company was led by figures like Moritz, who envisioned a "virtual sales room" digitizing the full user journey: from meeting scheduling to deal negotiation, e-signing, and AI-powered conversation summaries that extract sales triggers.[4]
Early traction came via strategic partnerships, notably with Deutsche Telekom through their Hubraum program, leveraging Telekom's infrastructure and customer base in telecommunications for B2B scalability.[4] This collaboration proved pivotal, with Telekom successfully selling the platform twice to corporate clients impressed by its savings potential and modern approach, paving the way for global expansion and further consulting services via T-Systems.[4] Today, Flexperto operates as an 11-50 employee firm focused on enterprise communication.[7]
Flexperto rides the wave of digital transformation in regulated industries, where demand for frictionless, compliant customer interactions surges amid remote work, omnichannel expectations, and stricter data privacy laws like GDPR.[1][2][4] Timing aligns with post-pandemic shifts to virtual consultations and API-driven ecosystems, enabling over 1 million plugin-free sessions and integrations with CRMs/telecom infrastructure.[1][4]
Market forces favoring Flexperto include rising needs for secure video/messaging in finance/insurance (e.g., MiFID II compliance) and partnerships with giants like Deutsche Telekom/Vonage, amplifying reach in B2B telecom and beyond.[3][4] It influences the ecosystem by setting standards for "virtual sales rooms," reducing administrative burdens, boosting efficiency, and enabling global scalability for traditional sectors lagging in UX.[4]
Flexperto is poised for accelerated growth by expanding its omni-channel capabilities and AI-driven insights, targeting more international rollouts via telecom partners and deepening penetration in banking/insurance.[2][4] Trends like AI-enhanced compliance, Web3-secure communications, and unified customer data platforms will shape its path, potentially evolving it into a dominant layer for enterprise collaboration in regulated markets. As virtual interactions become the norm, Flexperto's secure, end-to-end platform positions it to redefine customer experiences, delivering the efficiency and retention gains that sales teams demand.[1][2]
Flexperto has raised $4.0M in total across 1 funding round.
Flexperto's investors include Redstone.
Flexperto has raised $4.0M across 1 funding round. Most recently, it raised $4.0M Series A in May 2016.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| May 1, 2016 | $4M Series A | — | Redstone | Announced |
