What Upscope does

Upscope is a London-based, privately held software company founded in 2017 that sells enterprise cobrowsing and screen-sharing technology to customer support, sales, developer, and marketing teams. The platform enables agents to view and guide a customer's browser session in real time without installs, supports sharing presentations from Salesforce or a local device to a prospect's screen without video calling, and exposes a co-browsing API for embedding into third-party SaaS applications. The company's product portfolio is delivered through four separately branded sites — UserView (support), HelloScreen (sales), CoBrowsingAPI (developer), and LiveDocument (marketing) — each with its own demo and self-serve login.

Underlying technology centers on browser-based screen sharing with enterprise-grade security controls and compliance posture, evidenced by published GDPR and HIPAA compliance pages. The Co-Browsing API extends the platform into developer-facing integration use cases, while LiveDocument adds document-level interactivity for lead capture and engagement tracking. Named customers include Calendly, JG Wentworth, and Moo.

Upscope operates a product-led growth motion combined with enterprise sales-assisted motions for larger deployments. Revenue is generated through recurring subscriptions across multiple product tiers, with pricing not publicly disclosed. The company is led by co-founders Pardeep Kullar (COO) and Joe d'Elia, has between 11 and 50 employees, and has not disclosed any external funding rounds in the available source material.

Name

Upscope

Legal name

Upscope

Website

https://upscope.io

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Upscope is a London-based B2B SaaS company founded in 2017 that sells enterprise cobrowsing and screen-sharing software across four branded products — UserView, HelloScreen, CoBrowsingAPI, and LiveDocument — to customer support, sales, developer, and marketing teams globally.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Enterprise Software Subscriptions: Subscription-based access to cobrowsing solutions including UserView for customer support, HelloScreen for sales teams, and Co-Browsing API for developers. Multiple product tiers likely exist for different customer sizes.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Upscope provides an enterprise-grade screen sharing and cobrowsing platform composed of four specialized products: UserView for customer support agents, HelloScreen for sales teams (with Salesforce integration), a Developer Co-Browsing API for embedding cobrowsing into third-party applications, and LiveDocument for converting PDFs into interactive lead magnets. The platform enables real-time guided customer interactions without installs and is GDPR and HIPAA compliant.

Product overview

Upscope is an enterprise screen sharing and cobrowsing platform consisting of multiple integrated products. The core Upscope platform provides enterprise-grade cobrowsing capabilities, supplemented by specialized solutions: UserView for customer support teams, HelloScreen for sales teams (with Salesforce integration for presentations), a Developer Co-Browsing API for application integration, and LiveDocument for document-based lead generation and engagement tracking.

Differentiator

Problem solved

Functional benefit

Brands

• UserView: Cobrowsing platform for customer support used by industry leaders.
• HelloScreen
• LiveDocument

Products and services

• UserView Cobrowsing platform for customer support teams that enables agents to instantly connect with customers and guide them through any process in real time, without requiring installs. Used by enterprise customers such as Calendly, JG Wentworth, and Moo.
• HelloScreen Sales enablement tool that allows sales teams to share custom presentations from Salesforce or from their computer to a phone or customer device in seconds without using video calling.
• Co-Browsing API Developer-friendly cobrowsing API offering easy integration, comprehensive documentation, and enterprise-grade security for embedding cobrowsing functionality into third-party applications.
• LiveDocument Tool that transforms PDFs and documents into interactive lead magnets by gating content and tracking engagement, enabling marketing teams to capture leads from document-based marketing materials.

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• TeamViewer: TeamViewer is a broad remote support and connectivity platform with screen sharing, remote control, and cobrowsing-adjacent capabilities. It competes with Upscope in customer support and remote assistance use cases as part of a much wider product portfolio.
• WalkMe: WalkMe is a digital adoption platform that provides in-app guidance and onboarding flows, competing with the on-screen guidance and process-walking capabilities Upscope's cobrowsing products enable for support and onboarding use cases.
• Intercom: Intercom is a broad customer support and conversational CX platform that includes screen sharing within its messenger and support suite. It competes indirectly with Upscope's UserView by absorbing cobrowsing into a larger CX stack.
• LogMeIn Rescue: LogMeIn Rescue is a remote support and screen sharing solution within the broader LogMeIn communications and collaboration portfolio. It overlaps with Upscope's enterprise support cobrowsing use case but offers a much wider IT management suite.

Direct peers

• Surfly: Surfly is a direct cobrowsing and co-browsing platform competitor offering screen sharing and guided customer interactions to enterprises. It overlaps directly with Upscope's UserView and Co-Browsing API offerings across support, sales, and developer integration use cases.
• Tandem (cobrowsing): Tandem offers cobrowsing and screen sharing built specifically for live customer support and onboarding workflows. It is a direct competitor to Upscope's UserView product for CX and support teams.
• CrankWheel: CrankWheel provides instant screen sharing for sales teams, allowing reps to share presentations and demos without downloads. It directly competes with Upscope's HelloScreen sales-enablement product.
• Glance Networks: Glance Networks provides enterprise cobrowsing and screen sharing solutions for customer engagement, sales, and support. It is one of the most established direct competitors to Upscope's UserView cobrowsing product for CX teams.
• Cobrowse.io: Cobrowse.io is a purpose-built cobrowsing SDK and platform for embedding interactive screen sharing into web and mobile applications. It directly competes with Upscope's Co-Browsing API and developer integration use case.

Emerging players

• Storylane: Storylane is an interactive product demo and lead capture platform for marketing and sales teams. It overlaps with Upscope's LiveDocument product for converting static content into interactive experiences with engagement tracking.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/upscope_io

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Upscope