ABOUT US

Fueling Innovation Through Tax Incentives R&D Intelligence

Fuel Your Innovation and Growth


Our Mission

In almost half a century there has been no considerable advancement in tax credit preparation and R&D intelligence. As a result, businesses are struggling to accelerate their innovation.

Boast is on a mission to change this norm, and to accelerate the success of innovation by helping eligible companies to get quicker access to R&D tax credits.

Driving Faster Innovation Through Tax Incentives and R&D Intelligence

Innovative companies grow 260 percent faster than average companies. Boast helps you access the billions of dollars available in R&D tax credits and funding to improve insights, and grow faster. Our software integrates your financial, engineering, and project data to increase the speed, accuracy, and size of eligible tax incentives. 

Boast improves claim quality, compliance, and audit readiness with our experienced technical staff, and we remove the mystery, complexity, and difficulty from the process to become your R&D source of truth. The faster you differentiate and compete through innovation, the more you win.

Our Commitment to Clients

Contribute to Our Clients’ Success

“I had a great experience with Boast, I would recommend them to my family and friends.”

Fight for Our Clients

“They always keep me up to date. I never have to call them to find out what is going on.”

Fuel Our Clients’ Growth

“Boast has been instrumental to our success by also making invaluable connections and providing value-added services.”

Amaze Our Clients

“I feel like they really care.”

Simplify R&D Tax

“No matter who I talk to, they are always helpful and the team keeps each other informed.”

Do the Right Thing

“The Boast team is knowledgeable and always deliver on their promises.”

Innovative companies grow 260% faster than average companies.

Boast helps you access the billions of dollars available in R&D tax credits and funding to improve insights and grow faster.

Our software integrates your financial, engineering, and project data to increase the speed, accuracy, and size of eligible tax incentives.

Boast improves claim quality, compliance, and audit readiness with our experienced technical staff, and we remove the mystery, complexity, and difficulty from the process to become your R&D source of truth.

The faster you differentiate and compete through R&D and innovation, the more you win.

Your Data Equals a Better Claims Process

Boast’s in-house team of experts combined with our state-of-the-art AI platform gathers data from your technical and financial systems to identify and categorize eligible time and expenses—estimating along the way instead of only at the end—and getting you more money, faster, for less time, and risk.

BoastClaim™ R&D

Maximize your tax incentive claims and eliminate the difficulty and mystery of traditional offerings.

BoastClaim™ SR&ED

Get up to 64% back in your R&D expenditures from the CRA with the help of our AI technology and in-house experts

AI Platform

Leverage Boast’s advanced AI and ML technology to get more money back faster, with fewer audit risks.

AuditShield™

We’ll defend you in an IRS or CRA audit. Plus we compile detailed audit documents from your systems by combining tickets, timestamps, and expenses.

QuickFund™

Automatic, integrated, accurate—Boast makes it easy to grow faster using advanced funding for SR&ED tax credits.

White Glove Service

We take the pressure off of you by authoring your technical reports, reviewing claims and eligibility, and ensuring everything possible is done to maximize your claim.

"Boast enabled our executive team to focus on building our business instead of chasing R&D tax credits. They saved us countless hours of pain, guiding us through the process and putting together our report. Highly recommend every tech CEO take a close look."
JASON SMITH, CEO, KLUE

Boast Leadership

Boast has amazing employees and leaders. We have made a significant impact on our 1,000+ clients, we have grown 150% in 24 months, and we have provided over $350 million in tax credits refunds to Boast clients.

Laurie Schultz

Chief Executive Officer

Laurie Schultz has over 30 years of technology-related experience spanning the personal finance, small business accounting, ERP, CRM and GRC categories with organizations including Galvanize, Sage, Intuit, KPMG, and TELUS. Today she sits on 4 Boards (Boast.ai as Chair and Interim CEO, Benevity as Chair, Nitrogen as Chair and Constellation Software). Laurie holds an MBA and a Bachelor of Commerce degree, both from University of AlbertaLaurie is also a Strategic Advisor for Bessemer Venture Partners (BVP) Forge, Vistara Growth and The 51.

Anadri Chisolm-Noel

VP of Human Resources

Anadri has over 20 years of experience implementing sustainable talent and culture solutions to sustainable solutions to address leadership capability, employee development, performance management, and workplace diversity. She has worked at Emory University, the City of Greensboro, Citigroup/Primerica, CAN Capital, Cox Media Group, and the W.K. Kellogg Foundation. An active leader, member, and contributor in several professional, civic, and volunteer organizations. She resides in Metro Atlanta with her husband and extended family enjoying great music, food, and the arts.

Shahed Khalili

Chief Product Officer

Shahed began his career in tech during the dot-com boom in various roles, with a couple of entrepreneurial ventures along the way. For the past decade, Shahed led the product management and design teams at Galvanize, where he played a key role as the company transformed from offering audit analytics and continuous monitoring services to becoming a SaaS unicorn, specializing in a GRC (Governance, Risk, and Compliance) platform. This platform earned the leader positions in Gartner MQ and Forrester Wave reports.

John Can Karayel

VP of Product

John spent over a decade providing investment solutions, launching financial products, and giving fundraising advice to early and growth-stage start-ups. Before joining Boast, John was a Principal at Flow Capital, a venture debt firm based in Toronto, Canada. He was responsible for investing in high-growth capital-efficient companies through alternative investment vehicles. Prior to Flow, John was an Investment Director at Lighter Capital based in Seattle, building a SaaS-focused investment portfolio across the U.S., and leading the company’s launch into Canada.

Matt Funk

VP of Customer Success

Matt joined Boast in 2014 and has been focused on leading and growing the company’s customer team ever since. He has deep R&D tax expertise and has been responsible for developing Boast's claim preparation processes and R&D tax service offerings. He has a background in software development and is an expert in both the Canadian and U.S. R&D tax credit programs.

Sonny Gill

VP of Finance

Sonny is a strategic financial leader who brings over 20 years of professional experience in FP&A, accounting, process optimization, and corporate development. He has a strong background in several industries including Aviation, 3rd Party Logistics, and Technology. Sonny lives in Vancouver, Canada, and when not working he enjoys relaxing with his wife and two children.

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