Assembly
Assembly (fka Copilot) is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context.
- Location
- New York, United States, United States
- Founded
- 2020
- Category
- SaaS
- Funding
- VC-backed
- Team
- 11–50
Frequently asked questions
What does Assembly do?
Assembly (fka Copilot) is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context.
Where is Assembly based?
Assembly is based in New York, United States, United States.
When was Assembly founded?
Assembly was founded in 2020.
How much has Assembly raised?
Assembly is vc-backed. Funding details have not been disclosed.
How Assembly would pitch themselves
○ Auto-generated01Target customer
Business teams looking for modern saas tooling — replacing legacy software or building net-new workflows in this category.
02Problem they solve
Assembly (fka Copilot) is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, me… The category has historically been served by tools that miss the modern workflow this product is built around.
03Key differentiator
Assembly differentiates on create remarkable client experiences — focusing on a specific edge in this category vs. broader incumbents.
04Go-to-market strategy
Series-A scaling stage — building outbound sales motion, hiring first AEs, layering on customer success. Mix of PLG (where the product allows) + direct sales for higher-ACV deals.