Copilot

Copilot, previously named Piccolo and Portal, is headquartered in New York, NY, and operates in the B2B infrastructure sector. The company, which is part of the Y Combinator W18 batch, focuses on delivering a comprehensive client portal designed for tech-enabled service businesses such as accounting firms, marketing agencies, and consulting firms. Copilot’s platform includes functionalities such as messaging, billing, file-sharing, eSignatures, intake forms, and help desks. It also supports integrations with tools like Calendly, Airtable, and Google Data Studio, and allows for the creation of custom apps to enhance the client experience. Additionally, Copilot automates workflows to streamline client onboarding and offers a community for users to engage with peers and the Copilot team. The company provides extensive resources including guides and video tutorials to assist new users, alongside a free trial to attract potential customers. With a team of 15, Copilot serves clients across various regions including the United States, America/Canada, and offers options for remote collaboration.