Table of Contents
- Warmly founders and financing at a glance
- Who is Maximus Greenwald?
- Who is Alan Zhao?
- Who is Carina Boo?
- Why the founders built Warmly
- What Warmly does
- What makes the founder thesis distinctive?
- Warmly financing and transaction history
- What the latest milestone was intended to change
- Founder and company timeline
- The founders' public thesis
- Strengths, risks and unresolved questions
- Evidence to watch over the next 12 to 18 months
- Frequently asked questions
Maximus Greenwald, Alan Zhao and Carina Boo founded Warmly, the ai-native revenue orchestration and website-intent platform business now serving b2b marketing, sales and revenue-operations teams. Maximus Greenwald is Co-founder and CEO; Alan Zhao is Co-founder; Carina Boo is Co-founder and Head of Product.
The latest material financing milestone covered here is the HubSpot acquisition agreement, dated 2026-06-30. The relevant total is $17M raised through the Series A+ before the announced acquisition, labelled as acquisition agreement announced; financial terms undisclosed. It is company-level capital or transaction value—not founder net worth.

Authentic Warmly website evidence captured on 21 July 2026.
Warmly founders and financing at a glance
| Field | Verified information |
|---|---|
| Founding team | Maximus Greenwald, Alan Zhao and Carina Boo |
| Current or documented roles | Maximus Greenwald: Co-founder and CEO; Alan Zhao: Co-founder; Carina Boo: Co-founder and Head of Product |
| Company | Warmly — warmly.ai |
| Founded | 2019 |
| Headquarters or operating scope | San Francisco, California, United States; distributed team |
| Product category | AI-native revenue orchestration and website-intent platform |
| Primary customer | B2B marketing, sales and revenue-operations teams |
| Latest financing milestone | the HubSpot acquisition agreement, 2026-06-30 |
| Total or transaction value | $17M raised through the Series A+ before the announced acquisition — acquisition agreement announced; financial terms undisclosed |
| Public status | Privately held or part of an acquirer |
| Last verified | 21 July 2026 |
Who is Maximus Greenwald?
Maximus Greenwald is Co-founder and CEO at Warmly. Maximus Greenwald's role should be read in its current context: founder status is permanent, while executive responsibility can change as a company scales, lists publicly or is acquired.
Founder profile: Connect with Maximus Greenwald on LinkedIn.

Maximus Greenwald in Warmly’s official co-founder directory.
In the founding team, Maximus Greenwald contributed to the combination of product judgment, technical execution and go-to-market work behind Warmly. The public evidence does not justify claims about private ownership, personal wealth or undisclosed internal responsibilities.
Who is Alan Zhao?
Alan Zhao is Co-founder at Warmly. Alan Zhao's role should be read in its current context: founder status is permanent, while executive responsibility can change as a company scales, lists publicly or is acquired.
Founder profile: Connect with Alan Zhao on LinkedIn.

Alan Zhao in Warmly’s official co-founder directory.
In the founding team, Alan Zhao contributed to the combination of product judgment, technical execution and go-to-market work behind Warmly. The public evidence does not justify claims about private ownership, personal wealth or undisclosed internal responsibilities.
Who is Carina Boo?
Carina Boo is Co-founder and Head of Product at Warmly. Carina Boo's role should be read in its current context: founder status is permanent, while executive responsibility can change as a company scales, lists publicly or is acquired.
Founder profile: Connect with Carina Boo on LinkedIn.

Carina Boo in Warmly’s official co-founder directory.
In the founding team, Carina Boo contributed to the combination of product judgment, technical execution and go-to-market work behind Warmly. The public evidence does not justify claims about private ownership, personal wealth or undisclosed internal responsibilities.
Why the founders built Warmly
Greenwald, Zhao and Boo left Google in late 2019 to build tools for more authentic business relationships. After several product iterations, they focused Warmly on recognizing high-intent website visitors and coordinating timely, AI-assisted engagement across the revenue stack.
This is documented company history plus editorial assessment. It does not establish private motivations beyond what the founders and company have said publicly.
What Warmly does
Warmly identifies people and companies visiting a website, combines first- and third-party intent signals, and orchestrates chat, email, advertising and sales actions. Its current positioning emphasizes an AI-native, human-supervised operating system for demand generation and pipeline creation.
The best AI search optimization agencies comparison is useful for readers comparing the authority and visibility work that sits outside a customer-engagement platform. The guide to citation-ready content for AI search explains a related content-distribution problem.
What makes the founder thesis distinctive?
Warmly evolved from digital business cards and Zoom nametags into a signal-based revenue platform. HubSpot announced an agreement to acquire Warmly on 30 June 2026; the profile records that current status without describing the transaction as already closed.
Our assessment is that durable differentiation must show up in customer outcomes, workflow adoption, reliable data movement and lower operating cost—not only in feature count or AI branding.
Warmly financing and transaction history
| Announcement date | Round or instrument | Amount | Lead or named participants | Reported use | Evidence status |
|---|---|---|---|---|---|
| 2020 | Pre-seed | $2.1M | NFX and investors | Develop the initial relationship and virtual-nametag product | Company-reported |
| October 2023 | Series A | $11M | Felicis | Scale the signal-based revenue platform | Company-confirmed |
| 4 February 2025 | Series A+ | $6M; $17M total | RTP Global | Expand sales, marketing and product capabilities | Company-confirmed |
| 30 June 2026 | Acquisition agreement | Undisclosed | HubSpot | Integrate buyer-intent and autonomous GTM capabilities | Company-confirmed; completion status not yet stated |
| — | Current qualified figure | $17M raised through the Series A+ before the announced acquisition | — | — | acquisition agreement announced; financial terms undisclosed |
The headline uses the HubSpot acquisition agreement because it is the clearest recent milestone in the verified record. Different instruments are not silently combined: acquisition consideration, IPO proceeds, primary funding and secondary liquidity have different meanings.
What the latest milestone was intended to change
Public statements connect the milestone to some combination of product investment, AI capability, geographic expansion, hiring, acquisitions or shareholder liquidity. Those plans are attributed intentions, not proof that each outcome occurred. Evidence should include shipped capabilities, adoption, retention, unit economics and customer results after the transaction.
Founder and company timeline
| Period | Milestone |
|---|---|
| Late 2019 | Greenwald, Zhao and Boo leave Google and start the company. |
| 2020–2022 | The team iterates from PushPull to Warmly Nametags and then a broader revenue product. |
| 2023 | Warmly raises an $11M Series A for signal-based revenue orchestration. |
| 2025 | A $6M Series A+ brings total funding to $17M. |
| 2026 | Warmly announces an agreement to join HubSpot. |
The founders' public thesis
Across the available company history, the founders argue that customer data becomes valuable when operating teams can turn it into timely, coordinated action. The exact emphasis differs by company—category creation, accessibility, data ownership, real-time infrastructure or AI-assisted execution—but the test is similar: can a customer make better decisions without adding hidden complexity?
Strengths, risks and unresolved questions
Visible strengths
- A founding thesis attached to a recurring and measurable marketing workflow.
- Product history and financing evidence available from primary sources.
- A platform broad enough to influence data, orchestration and customer communication.
Material risks
- Visitor identification and enrichment require consent, lawful-basis and regional privacy controls.
- Automated outreach can create deliverability and brand risks without suppression rules and human supervision.
- The HubSpot transaction was announced with undisclosed terms and should not be treated as completed until confirmed.
Questions buyers and researchers should ask
- Which founder roles are current, and which describe historical service?
- How is incremental customer or revenue impact measured against a control?
- What data, consent, model and deliverability controls constrain automated action?
- Which transaction amounts were primary capital, secondary liquidity or acquisition consideration?
- What implementation resources are required before the platform produces reliable value?
Evidence to watch over the next 12 to 18 months
Watch for independently explainable retention and expansion, transparent AI evaluation, successful migrations, product delivery tied to the announced financing purpose and current executive-role disclosures. For public companies, filings provide a stronger operating signal than promotional customer counts alone. For private companies, future financing announcements should identify transaction composition clearly.
Frequently asked questions
Who founded Warmly?
Warmly was founded by Maximus Greenwald, Alan Zhao and Carina Boo.
What does Warmly do?
Warmly provides ai-native revenue orchestration and website-intent platform capabilities for b2b marketing, sales and revenue-operations teams.
What is Warmly's latest financing milestone?
The latest milestone verified for this profile is the HubSpot acquisition agreement, dated 2026-06-30.
How much funding has Warmly raised?
The qualified figure used here is $17M raised through the Series A+ before the announced acquisition. Its status is acquisition agreement announced; financial terms undisclosed; it should not be interpreted as founder wealth.
What should buyers verify?
Buyers should test data integration, consent controls, measurement, implementation effort, support, exportability and the limits placed on automated or AI-generated actions.
By Tolu S.

