Maximus Greenwald, Alan Zhao and Carina Boo: The Warmly Founders Behind the HubSpot acquisition agreement

Meet Maximus Greenwald, Alan Zhao and Carina Boo, examine Warmly's product thesis and understand the verified the HubSpot acquisition agreement milestone.

Warmly founder profile presentation
Research-based founder profile
Table of Contents
  1. Warmly founders and financing at a glance
  2. Who is Maximus Greenwald?
  3. Who is Alan Zhao?
  4. Who is Carina Boo?
  5. Why the founders built Warmly
  6. What Warmly does
  7. What makes the founder thesis distinctive?
  8. Warmly financing and transaction history
  9. What the latest milestone was intended to change
  10. Founder and company timeline
  11. The founders' public thesis
  12. Strengths, risks and unresolved questions
  13. Evidence to watch over the next 12 to 18 months
  14. 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.

Warmly official company page

Authentic Warmly website evidence captured on 21 July 2026.

Warmly founders and financing at a glance

FieldVerified information
Founding teamMaximus Greenwald, Alan Zhao and Carina Boo
Current or documented rolesMaximus Greenwald: Co-founder and CEO; Alan Zhao: Co-founder; Carina Boo: Co-founder and Head of Product
CompanyWarmly — warmly.ai
Founded2019
Headquarters or operating scopeSan Francisco, California, United States; distributed team
Product categoryAI-native revenue orchestration and website-intent platform
Primary customerB2B marketing, sales and revenue-operations teams
Latest financing milestonethe 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 statusPrivately held or part of an acquirer
Last verified21 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.

Portrait of Maximus Greenwald, Co-founder and CEO at Warmly

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.

Portrait of Alan Zhao, Co-founder at Warmly

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.

Portrait of Carina Boo, Co-founder and Head of Product at Warmly

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 dateRound or instrumentAmountLead or named participantsReported useEvidence status
2020Pre-seed$2.1MNFX and investorsDevelop the initial relationship and virtual-nametag productCompany-reported
October 2023Series A$11MFelicisScale the signal-based revenue platformCompany-confirmed
4 February 2025Series A+$6M; $17M totalRTP GlobalExpand sales, marketing and product capabilitiesCompany-confirmed
30 June 2026Acquisition agreementUndisclosedHubSpotIntegrate buyer-intent and autonomous GTM capabilitiesCompany-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

PeriodMilestone
Late 2019Greenwald, Zhao and Boo leave Google and start the company.
2020–2022The team iterates from PushPull to Warmly Nametags and then a broader revenue product.
2023Warmly raises an $11M Series A for signal-based revenue orchestration.
2025A $6M Series A+ brings total funding to $17M.
2026Warmly 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.

Tolu S.

Tolu S.

Associate Director

Evidence-led product reviews and founder profiles for search, marketing, authority, and AI visibility teams.