Case Study: Okta Ventures surfaces 60 qualified leads for portfolio companies with Crossbeam

How Okta Ventures Surfaced 60 Ecosystem Qualified Leads for its Portfolio Companies in Just Two Weeks

Okta Ventures, the corporate venture arm of Okta, needed a faster way to help its portfolio companies identify shared accounts, support pipeline, and create value for founders without relying on spreadsheets, recurring meetings, and manual account mapping. Before using Crossbeam, the team spent up to two months every cycle exchanging Salesforce exports, cross-referencing customer lists, and tracking introductions by hand.

With Crossbeam’s partner ecosystem platform, Okta Ventures connected data in minutes, created populations and reports, and enabled secure, real-time account mapping with portfolio companies like DataGrail. The result was a dramatic speedup: what once took 2–3 months now takes about 10 minutes, DataGrail saves a couple of hours per week, and Okta Ventures surfaced 60 ecosystem qualified leads for portfolio companies in just two weeks.

Okta Ventures

Austin Arensberg

Director