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Surfboard, operating as Dialpad WFM, provides a collaborative scheduling platform engineered for customer support teams. Its core product streamlines workforce management by aligning shift patterns precisely with forecasted demand. This intelligent automation moves beyond manual processes, optimizing resource allocation and enhancing efficiency within customer experience operations.
Natasha Ratanshi-Stein founded Surfboard in 2021. Leveraging her background from investment banking at Goldman Sachs and as Chief of Staff at Bulb, her insight was the critical need for sophisticated workforce management solutions for customer-facing teams. She aimed to replace inefficient, spreadsheet-based systems with a data-driven approach to planning.
The platform assists customer service teams in refining their scheduling and overall workforce management strategies. Surfboard’s vision is to improve both employee well-being and the customer experience through fairer, smarter staff management. The company empowers organizations to achieve superior service delivery and cultivate a more positive working environment.
Surfboard has raised $5.0M across 1 funding round.
Surfboard has raised $5.0M in total across 1 funding round.
Surfboard refers to multiple technology companies, with the most prominent being Surfboard (surfboard.team), a board management software platform for startups and growing companies. It builds tools that automate board-related workflows, such as updates, meetings, and communications, serving founders, executives, and investors. Surfboard solves the problem of inefficient, time-consuming board processes—replacing clunky manual work with automated updates and streamlined discussions to help teams focus on strategic decisions and growth[4]. A secondary entity, Surfboard Technology Limited, offers workforce planning software for customer service teams, providing smarter scheduling to enable faster customer delight[5]. These companies show steady momentum: Surfboard (board software) has strong endorsements from founders like Phil Libin and is positioned for scaling in startup ecosystems, while the workforce planner garners positive G2 reviews[4][5].
Surfboard's board management software (surfboard.team) emerged to address pain points in startup board operations, though specific founding details like year or founders are not detailed in available sources; it has gained traction through founder testimonials highlighting its role in effective investor communication[4]. In contrast, Surfboard Payments, a paytech firm, was founded in 2019 in Stockholm, Sweden, by experts in payments and security; a co-founder later expanded to Chennai, India, growing the team to ~50 across offices and remote workers[1]. Surfboard Technology Limited (workforce planning) was incorporated on November 10, 2020, in the UK (initially as Flexd Limited), focusing on business support services[3]. Early traction for the board software includes praise from CEOs at Momentum, Micruity, and Myndyou for organizing updates and meetings[4].
Surfboard's board management tools ride the remote-first startup boom, where efficient governance is critical amid distributed teams and frequent investor check-ins; timing aligns with post-pandemic shifts to asynchronous updates over in-person meetings[4]. Market forces like rising startup funding scrutiny and tools commoditization favor platforms simplifying compliance and momentum-building. The workforce planning arm taps customer experience (CX) optimization, addressing agent burnout and service SLAs in high-volume support ops[5]. Paytech Surfboard leverages tap-to-pay and cloud payments growth in physical retail, bridging Europe-India innovation hubs amid global fintech expansion[1]. Collectively, they enhance startup ecosystems by reducing administrative drag, enabling faster scaling.
Surfboard's board software is poised to dominate as startups multiply, with AI-driven updates and deeper investor integrations likely next; trends like automated governance will amplify its edge in a crowded SaaS space[4]. Workforce tools may expand into AI forecasting for CX amid labor shortages[5]. Paytech faces competition but could grow via emerging markets[1]. Their influence will evolve by empowering lean teams—turning boards from burdens to accelerators, much like how they streamline the "surfboard" of startup navigation from day one.
Surfboard has raised $5.0M across 1 funding round. Most recently, it raised $5.0M Seed in November 2022.
Surfboard has raised $5.0M in total across 1 funding round.
Surfboard's investors include AAF Management Ltd., Ada Ventures, American Express Ventures, Anamcara Capital, Angel Invest, Atomico, Broadhaven Capital Partners, Cherry Ventures, DN Capital, DST Global, Expert Dojo, Aniq Kassam.
