CIBC Innovation Banking

CIBC Innovation Banking is a financial partner to entrepreneurs and investors. Backed by the strength of CIBC, Innovation Banking can provide financial capital, rich network of connections, and insightful service that give our clients an edge in the innovation economy.

Sean Duffy

Managing Director

Amy Olah

Managing Director and Head of Canada Originations

Imran Premji

Managing Director

Adam Weiers

Director

117 past transactions

HiringBranch

Venture Round in 2025
HiringBranch is an AI-driven hiring assessment solution focused on enhancing the recruitment process within human resources. The company develops tools that streamline and standardize the screening, interviewing, and hiring of candidates. Utilizing artificial intelligence, HiringBranch assesses essential skills such as language proficiency, communication abilities, and employability through a variety of methods, including mock chats, written simulations, and audio exercises. Additionally, the platform offers conversation-based training to help candidates, particularly call center agents, simulate realistic interactions across phone, email, and chat formats, thereby facilitating optimal learning experiences.

Traction Complete

Debt Financing in 2025
Traction Complete offers a Revenue Operations Data Management Suite specifically designed for Salesforce users. The platform assists revenue operations teams in cleansing, connecting, and orchestrating their data, thereby automating complex data tasks. Since its inception in 2019, Traction Complete has aimed to enhance efficiency for organizations, including notable clients such as Asana, Zoom, and the YMCA, enabling them to save time and scale their operations effectively.

Vena Solutions

Debt Financing in 2025
Vena Solutions, established in 2011, specializes in financial planning and analysis software. It seamlessly integrates with Microsoft Excel and offers a cloud-based platform that automates and streamlines financial, accounting, and business processes. Vena's solution connects spreadsheets, templates, and models to a central database, governed by a workflow engine and business rules, enabling real-time collaboration and agile decision-making. It supports a wide range of applications, including budgeting, financial close management, reporting, and automating other spreadsheet-driven processes across various departments. With over 1,800 global customers, Vena is renowned for its ability to enhance productivity, collaboration, and insights while embracing the power of Excel.

Redica Systems

Debt Financing in 2025
Redica Systems, Inc. operates a regulatory and compliance platform that provides data and insights for quality and safety professionals in regulated industries worldwide. The company offers services such as FDA library access, regulatory profiles, and benchmarking, which are utilized by pharmaceutical companies, food manufacturers, medical device firms, and service providers to analyze government inspection and enforcement data. This analysis helps clients identify risk signals regarding suppliers, uncover market opportunities, benchmark performance against peers, and stay informed about inspection trends. Founded in 2010 and based in Pleasanton, California, Redica Systems employs artificial intelligence and big data techniques to transform complex government datasets into actionable insights, thereby enhancing compliance and product quality for its more than 200 customers, including many leading firms in the pharmaceutical and medical device sectors.

Teamworks

Debt Financing in 2025
Teamworks is a communication and operations platform tailored for athletic organizations, offering software solutions that enhance efficiency for NCAA and professional sports teams. The company has developed an athlete engagement application that aids in the organized management of sports teams. By streamlining daily workflows, the application supports athletes, coaches, and staff across various international clubs, enabling them to coordinate and execute their game plans effectively. Teamworks aims to save time and reduce costs for its users, making it a valuable tool in the competitive landscape of sports management.

Sedna

Debt Financing in 2025
Sedna is comprised of two products - Stream and Pulse - providing a data-driven communication platform specifically designed to transform the shipping and supply chain industry. By effectively managing complexity, it streamlines processes and enhances efficiency. Through integrating with the existing ecosystem, Sedna enables decision-making and drives commercial success, building the foundation for our ultimate vision to make trade go faster.

Nanoprecise

Debt Financing in 2025
Nanoprecise Sci Corp specializes in condition monitoring systems that leverage Internet of Things technology and artificial intelligence to enhance predictive maintenance across various industries. The company has developed RotationLF, a comprehensive hardware and software solution that integrates physics, material science, and data analytics to identify issues in machinery and predict the remaining time to failure. The RotationLF sensors are capable of capturing critical data such as RPM, vibration, sound, temperature, and humidity. This innovative solution is applicable to a wide range of machinery, including pumps, motors, and turbines, serving sectors like petrochemicals, utilities, manufacturing, HVAC, oil and gas, mining, and infrastructure. Founded in 2015 and headquartered in Edmonton, Canada, with an additional office in Bangalore, India, Nanoprecise has gained recognition for its ability to deliver cost-effective and scalable monitoring solutions that enhance operational reliability and efficiency.

Phoenix Health

Debt Financing in 2025
Phoenix Digital Health is a digital healthcare platform that offers telehealth solutions for men, providing access to virtual consultations, health assessments, treatment plans, and ongoing support for various health concerns, including sexual health, mental health, and chronic conditions, while ensuring that users can connect with licensed healthcare professionals through secure messaging and video calls, facilitating convenient and discreet healthcare management tailored to individual needs.

SpryPoint

Debt Financing in 2025
SpryPoint is a provider of cloud-based enterprise software specifically designed for electric, water, gas, and telecom utilities. The company aims to enhance customer service and operational efficiency for utility operators across North America. By offering a robust cloud architecture that requires no hardware, SpryPoint's solutions feature application programming interfaces, improved performance, and exceptional scalability. These offerings allow for ongoing system updates, faster implementation, and flexible pricing models. Ultimately, SpryPoint equips utilities with the tools necessary for business automation, enabling them to deliver superior service while streamlining their operations.

ZeroNorth

Debt Financing in 2025
ZeroNorth is a company focused on enhancing sustainability in the shipping industry through digital solutions. It operates a platform designed to assist ship owners and operators in decarbonizing their operations while optimizing performance and reducing costs. By utilizing real-time data and various data points related to vessel performance, weather conditions, hull efficiency, and bunker prices, ZeroNorth enables clients to simulate optimal fuel models. This approach supports critical decision-making for ship owners, operators, and charters, ultimately leading to reductions in bunker consumption, operational costs, and emissions.

Landbase

Venture Round in 2024
Landbase is a technology company that specializes in automating and optimizing sales and marketing processes for businesses. It operates a lead generation platform powered by advanced AI agents, which work in conjunction with human expertise to intelligently streamline the go-to-market strategy. This automation helps businesses enhance their lead conversion rates and ultimately drive increased revenue.

Aerospike

Venture Round in 2024
Aerospike, Inc. is a provider of a high-performance NoSQL database designed for real-time, mission-critical applications. Established in 2009 and headquartered in Mountain View, California, with additional offices in Bengaluru, London, and Or Yehuda, the company offers both enterprise and open-source versions of its database. Aerospike's platform is recognized for its speed, scalability, and reliability, achieving sub-millisecond latency for read and write operations through a combination of in-memory and on-disk storage, as well as a distributed architecture. It caters to developers building applications in various programming languages, including Java, Node.js, and Python, and is particularly suited for use cases such as real-time analytics, personalized recommendations, ad targeting, and fraud detection. In addition to its core database offerings, Aerospike provides community and enterprise support, educational resources, and consulting services to help organizations consolidate and optimize their digital data infrastructure.

Practice Better

Debt Financing in 2024
Practice Better is a practice management software platform designed specifically for wellness professionals, including nutritionists and dietitians. The platform offers an integrated suite of tools that streamline various aspects of practice management, such as scheduling, telehealth, client engagement, billing, and charting. By providing features like appointment management, online programs, fillable forms, and health records management, Practice Better enables users to efficiently manage their businesses. This comprehensive approach not only simplifies operations for both solo and group practices but also saves time and resources, enhancing the overall client experience. Trusted by practitioners worldwide, Practice Better supports wellness professionals in delivering effective services while maintaining organized workflows.

Procurify

Venture Round in 2024
Procurify is a cloud-based procurement platform designed to assist businesses in managing their spending effectively. The platform offers centralized purchasing management, enabling organizations to implement custom approval processes and budget controls. It provides comprehensive visibility into company expenditures, ensuring accountability across the organization. By delivering actionable insights, Procurify helps businesses optimize their procurement processes and supports growth initiatives.

Beamery

Debt Financing in 2024
Beamery Ltd. is a London-based company that specializes in recruitment CRM software, designed to enhance talent acquisition, engagement, and retention processes for enterprises. Founded in 2012 and originally known as Seed Jobs Limited, the company rebranded in 2015. Beamery's platform integrates various functions such as sourcing, recruitment marketing, and employer branding, allowing organizations to attract, identify, and engage candidates effectively. It features a Talent Data Platform that leverages AI, graph technology, and deep learning to provide actionable insights into talent dynamics, encompassing candidates, freelancers, and employees. By offering a unified solution, Beamery enables businesses to make informed hiring decisions and improve candidate experiences throughout the hiring journey.

LumiQ

Debt Financing in 2024
LumiQ is a podcast application that offers engaging conversations with business leaders, allowing listeners to earn verified Continuing Professional Development (CPD) and Continuing Professional Education (CPE) credits for Certified Public Accountants (CPAs). The platform produces its own podcasts, featuring interviews that provide valuable insights and lessons from experienced professionals. This approach not only facilitates learning but also helps professionals meet their educational requirements in a convenient and accessible format.

Vortexa

Debt Financing in 2024
Vortexa Ltd is a London-based company that specializes in providing real-time data and analytics for the energy and freight industries. Founded in 2016, Vortexa offers insights on crude oil and refined products, including diesel, jet fuel, gasoline, and more. Its platform tracks the movement of energy commodities along trading routes, offering a cargo-by-cargo view that enhances transparency in complex markets. By leveraging artificial intelligence, Vortexa analyzes and interprets data from various sources, enabling traders, analysts, and freight professionals to make informed trading decisions. This capability allows clients to gain a competitive advantage in the dynamic and often opaque landscape of energy trading.

Booksy

Debt Financing in 2024
Booksy is a prominent booking platform that connects beauty, wellness, and health professionals with local customers, facilitating hundreds of millions of appointments annually. Founded in Poland in 2014, Booksy operates in multiple countries, including the United States, United Kingdom, Spain, and France. The company's mobile-first SaaS solution, Booksy Biz, is tailored for small business owners and offers essential tools for attracting new clients, managing appointments, handling payments, and fostering customer loyalty. Through the Booksy Marketplace, millions of consumers can discover, schedule, and manage appointments with various service providers such as stylists, barbers, and estheticians. The platform employs machine learning and artificial intelligence to enhance user experience by analyzing buying patterns and optimizing scheduling.

Threater

Debt Financing in 2024
Threater is a cybersecurity platform focused on active network defense, designed to automate the discovery, enforcement, and analysis of cyber threats at scale. The platform offers various solutions that proactively protect organizations from cyber threats by effectively blocking all known threats. This capability enhances the efficiency of existing cybersecurity measures, allowing them to operate more effectively. Threater's innovative approach aims to safeguard organizations against the evolving landscape of cyber threats, thereby improving overall security.

The Learning Internet

Venture Round in 2024
The Learning Internet, Inc., also known as Learning.com, specializes in providing digital literacy curriculum for students in grades K-8. Founded in 1999 and based in Portland, Oregon, the company offers a range of educational products, including EasyTech, which teaches essential digital literacy skills through interactive lessons, application exercises, discussions, and quizzes. Additionally, Learning.com provides project-based technology instructions across core subjects and EasyCode, a suite of game-based coding challenges that introduces students to programming languages like CoffeeScript and Python. The company's digital literacy assessments deliver real-time data to evaluate students' understanding of key concepts aligned with the ISTE Technology Standards. Learning.com primarily serves school districts throughout the United States and operates as a subsidiary of Educomp Solutions Limited.

Boosted.ai

Venture Round in 2024
Boosted.ai is an artificial intelligence company focused on improving portfolio management for the global financial industry through advanced machine learning techniques. Its web-based platform, Boosted Insights, allows portfolio managers to leverage sophisticated quantitative investing strategies without necessitating coding or data science expertise. By providing tools that automate and simplify the investment decision-making process, Boosted.ai enables financial professionals to conduct deep analyses of market data, thereby enhancing their ability to make informed investment choices. The company's innovative approach aims to increase returns for portfolio managers and financial firms, making advanced investment strategies accessible to a wider audience.

Wemolo

Debt Financing in 2024
Wemolo is a company that focuses on digital parking lot solutions through the use of license plate recognition technology. It has developed a software platform that enhances parking lot management by streamlining space utilization and eliminating the need for traditional parking controls such as disks and barriers. The AI-driven system employs cameras to monitor vehicles, allowing for the rental of unused parking spaces and providing valuable insights into parking space usage. This technology enables parking lot owners and businesses to lower operational costs and address parking challenges more effectively.

Andgo

Venture Round in 2024
Andgo Systems is a company that offers a shift fill automation tool to streamline scheduling practices in high-volume environments. Their software is designed to assist organizations in efficiently filling unplanned vacant shifts, addressing both immediate needs and planned absences. By providing automated and configurable workflows, Andgo simplifies complex scheduling processes and enhances communication regarding staffing needs. The company collaborates with organizations to tailor workflows that align with existing scheduling systems and processes, ensuring that the right personnel are assigned to the appropriate shifts. This approach ultimately aims to improve productivity and operational efficiency within organizations.

Wisedocs

Debt Financing in 2024
Wisedocs provides a machine-learning software platform designed for insurance, legal, and independent medical evaluation firms to streamline the review of medical records. The platform addresses the challenges associated with unstructured medical data, catering to industries such as auto, liability, disability, workers' compensation, and tort law. By automating tasks like indexing and duplication detection, Wisedocs enhances the efficiency of document processing workflows, leading to improved accuracy and faster outcomes for clients. Its solution is designed for easy integration, allowing firms to simplify their back-office operations and reduce error rates in managing medical records.

Clariti

Private Equity Round in 2024
Clariti is a software-as-a-service (SaaS) company that specializes in providing permitting and licensing solutions for state and local governments. The company's software aims to enhance productivity and improve service delivery to citizens by streamlining and automating various processes related to permitting, licensing, and inspections. By facilitating digital transformation within government operations, Clariti helps reduce processing times by up to 75%, enabling governments to save money, meet regulatory compliance, and effectively respond to application demands. The company is dedicated to supporting smart growth and sustainability goals within communities.

showd.me

Debt Financing in 2024
Showd.me is an enterprise peer-to-peer learning platform designed to facilitate employee training and development within organizations. The platform enables employees to share knowledge and skills through various cross-platform tools, including keyword skill search, chat, video, file sharing, and email integration. This approach allows for efficient onboarding of new hires, development of employee expertise, and the identification of potential career paths. Additionally, Showd.me offers online compliance training, particularly in healthcare, which supports remote and on-demand learning. By providing a comprehensive suite of training and professional development services, Showd.me helps organizations reduce in-service costs while enhancing employee capabilities.

YipitData

Debt Financing in 2024
YipitData is a market research firm that specializes in providing detailed insights derived from alternative data sources. The company collects and analyzes data such as credit card transactions, web scraping information, and app usage metrics to deliver actionable insights. By offering customized reports tailored to specific business needs, YipitData assists clients in making informed decisions based on real-time data. This comprehensive analysis enables businesses and analysts to identify emerging market trends, understand consumer behavior, and monitor industry shifts, ultimately facilitating improved decision-making across various sectors.

Spare

Venture Round in 2024
Spare is a mobility management software company that enhances public transit services through on-demand and shared transportation solutions. The platform integrates various modes of transport, enabling efficient and accessible mobility for all users. Their platform uses advanced algorithms and data analytics to optimize routes, reduce wait times, and improve overall efficiency for transportation services. By optimizing transportation services and promoting shared rides, Spare Labs reduces traffic congestion and emissions, supporting more sustainable urban mobility.

MediaValet

Debt Financing in 2024
MediaValet Inc. is a provider of enterprise cloud-based digital asset management (DAM) software, designed to help organizations manage high-value media assets efficiently. The company offers a comprehensive platform built on Microsoft Azure, ensuring robust security, reliability, and scalability, and operates in over 140 countries with a significant global presence. MediaValet’s solutions include Creative Spaces, a hybrid desktop application that facilitates the production of creative assets while syncing with its cloud-based DAM. Additionally, it provides mobile applications and integrates with various third-party tools such as Adobe Creative Suite and Microsoft Office 365. The company caters to a diverse array of sectors, including healthcare, education, manufacturing, retail, and technology, supporting businesses of all sizes from small to enterprise-level. Originally incorporated in 1993 as VRX Worldwide Inc., MediaValet rebranded in 2014 and is headquartered in Vancouver, Canada.

Landytech

Debt Financing in 2024
Landytech is a software company that specializes in developing advanced platforms for investment reporting and risk analytics, catering primarily to family offices, asset managers, and fiduciaries. The company provides comprehensive technology that encompasses all asset classes, including private assets, alternatives, and complex derivatives. By offering tools for automated investment reporting, risk management, and data aggregation, Landytech enables modern investors to efficiently analyze their financial positions. Its focus on sophisticated risk and regulatory reporting is supported by the development of extensive financial databases and reporting capabilities, allowing users to process and manage data effectively.

Shorelight Education

Debt Financing in 2024
Shorelight Education, LLC specializes in providing higher education programs for international students in the United States. Incorporated in 2013 and based in Boston, Massachusetts, the company collaborates with top-tier universities to develop degree programs and offer a range of support services. These services include research resources, application assistance, visa processing, pre-arrival preparation, campus transition, academic support, and career development. Shorelight aims to enhance the educational experience for international students by facilitating their journey from the application stage through graduation and into their professional lives. The company is committed to addressing the evolving needs of higher education through innovative partnerships and tailored support.

VEDA GmbH

Venture Round in 2024
VEDA GmbH is an agency offering flexible HR software and services for over 40 years that effectively support companies in HR management.

Q4

Debt Financing in 2024
Q4 Inc. is a cloud-based platform that specializes in providing investor relations (IR) and capital market solutions to public companies globally. Founded in 2005 and headquartered in Toronto, Canada, with additional offices in New York, Chicago, and Copenhagen, Q4 offers a comprehensive suite of tools designed to enhance communication and engagement between organizations and their investors. Their flagship product, Q4 Desktop, serves as an all-in-one IR solution that equips clients with the necessary insights and information for effective decision-making. The company designs and develops corporate websites, provides audio and video webcasting services, and delivers analytics and reporting tools that track trading activities and investor behavior. Q4 aims to improve the effectiveness of investor relations through innovative website solutions and a strong focus on storytelling, making it a trusted partner for over 2,200 prominent brands. Their services are delivered primarily on a subscription basis, utilizing a software-as-a-service model to support the diverse needs of their clients in the capital markets.

CertifID

Private Equity Round in 2024
CertifID LLC is a Grand Rapids, Michigan-based company founded in 2017 that specializes in wire fraud protection for the real estate, mortgage, and title industries. The company offers a real-time identity platform that enables professionals to authenticate parties involved in transactions and securely transfer bank account information. CertifID's advanced software employs digital device verification and multi-factor authentication technologies to analyze over 150 fraud markers in minutes. It allows clients to store and share wiring instructions easily with home buyers and sellers, significantly streamlining the closing process. Additionally, CertifID provides insurance coverage of up to $1 million for each protected wire and offers recovery services for victims of fraud, having successfully recovered more than $52 million in collaboration with federal law enforcement. Through its comprehensive approach, CertifID enhances security and confidence in financial transactions within the real estate sector.

Skedda

Private Equity Round in 2024
Skedda is an online booking system designed for managing various types of spaces, such as meeting rooms, studios, courts, pitches, and halls. The platform caters to a wide range of industries including healthcare, finance, government, and education, as well as small and medium businesses. Skedda offers features such as floor plan visualizations, space booking, utilization reports, and integrations with essential workplace tools. Its software enables users to automate space management, leading to significant savings in time and resources. By providing an efficient solution for both internal staff use and external rentals, Skedda simplifies the process of managing physical spaces for organizations of all types.

Drips

Debt Financing in 2024
Drips, Inc., established in 2014 and based in Akron, Ohio, specializes in AI-driven conversational text messaging. Its platform employs chat bots for SMS, enabling brands to automate and humanize conversations, thereby enhancing lead conversion rates and client engagement. The company's solutions allow clients to adjust lead flow without hiring additional staff or worrying about space constraints, ultimately reducing lead generation costs. Drips' open API platform integrates seamlessly with various marketing automation systems, dialers, and call center platforms, leveraging natural language processing for effective communication and outcome-driven results.

InsightRx

Venture Round in 2024
InsightRX is a cloud-based software platform that utilizes quantitative pharmacology and machine learning to enhance individualized treatment for patients. By providing clinical decision support tools at the point of care, the platform assists healthcare professionals in optimizing treatment decisions based on real-time patient data. InsightRX integrates clinically validated pharmacokinetic models, patient physiology, pharmacogenomics, drug concentrations, and biomarkers to refine dosing strategies. It also employs disease-based pharmacodynamics models to further inform treatment choices at both individual and population levels. Founded in 2015 and headquartered in San Francisco, InsightRX aims to improve treatment effectiveness and deliver direct benefits to patients through its innovative technology.

Swoogo

Venture Round in 2024
Swoogo is a developer of an event management software platform tailored for business-to-business event marketers. The platform facilitates a range of events, from single-speaker webinars to large-scale global trade shows. It offers features such as optimized event registration and ticketing, customizable themes, and branding options. Swoogo enables marketers to efficiently gather detailed and segmented audience information, accommodating various attendee types through the use of conditional logic. This comprehensive set of tools positions Swoogo as a key player in the dynamic landscape of event management.

Rossum

Debt Financing in 2024
Rossum Ltd is a company that specializes in data extraction software, allowing businesses to efficiently process documents such as invoices, regardless of their format. Founded in 2017 and headquartered in London, the company offers a cloud-based platform that utilizes artificial intelligence to enhance document understanding and streamline communication. This platform enables over 275 enterprise clients worldwide to automate transactional document workflows, improving processing speed and accuracy while minimizing maintenance and training efforts. Rossum’s solution is designed to integrate seamlessly with existing ERP and accounting systems, empowering users to handle millions of transactions annually. By combining human expertise with advanced technology, Rossum aims to enhance productivity, mitigate risks, and provide valuable insights from transactional data.

CourseKey

Debt Financing in 2023
CourseKey is a SaaS platform for vocational education providers that boosts revenue by improving student retention and graduation rates, helps maintain regulatory compliance, and streamlines processes.

Payapps

Debt Financing in 2023
Payapps is a leading provider of subcontractor payment management solutions within the construction industry, offering a cloud-based platform that facilitates collaboration between main contractors and subcontractors. The software streamlines the preparation, submission, assessment, valuation, and certification of payment applications, making online payments more efficient and reducing reliance on cumbersome paperwork. With a global customer base exceeding 25,000, including asset owners, developers, general contractors, and subcontractors, Payapps is focused on revolutionizing payment management practices and enhancing operational performance across the construction sector. The company is headquartered in Fortitude Valley, Australia, and maintains operations in North America, Canada, Australia, New Zealand, and Europe.

DealMaker

Venture Round in 2023
DealMaker is an equity crowdfunding platform founded in 2018 and headquartered in Toronto, Canada, with additional offices in Austin, Texas, and Tampa, Florida. The company offers a digital platform that simplifies the capital-raising process, enabling founders to secure funding from their communities through effectively marketed campaigns. DealMaker provides a comprehensive suite of solutions for primary issuance and shareholder management, including investor ranking algorithms and data analytics tools. The platform is designed to empower brands and founders to manage their fundraising efforts in a centralized system, catering to a diverse range of companies, from small startups to large enterprises. With a proven track record of facilitating $2 billion in investments, DealMaker is a leader in the online capital-raising industry.

Nanoprecise

Debt Financing in 2023
Nanoprecise Sci Corp specializes in condition monitoring systems that leverage Internet of Things technology and artificial intelligence to enhance predictive maintenance across various industries. The company has developed RotationLF, a comprehensive hardware and software solution that integrates physics, material science, and data analytics to identify issues in machinery and predict the remaining time to failure. The RotationLF sensors are capable of capturing critical data such as RPM, vibration, sound, temperature, and humidity. This innovative solution is applicable to a wide range of machinery, including pumps, motors, and turbines, serving sectors like petrochemicals, utilities, manufacturing, HVAC, oil and gas, mining, and infrastructure. Founded in 2015 and headquartered in Edmonton, Canada, with an additional office in Bangalore, India, Nanoprecise has gained recognition for its ability to deliver cost-effective and scalable monitoring solutions that enhance operational reliability and efficiency.

d1g1t

Debt Financing in 2023
d1g1t Inc. is a Toronto-based company that specializes in developing a digital wealth management platform aimed at professional advisers and their individual investors. The platform utilizes advanced analytics and risk management tools to deliver transparent portfolio management services. Key features include client management, business growth monitoring, historical performance analysis, future risk assessment, onboarding solutions, and portfolio tracking. By offering these comprehensive tools, d1g1t enhances the adviser-client relationship through personalized interaction and supports advisers in effectively managing their business growth and investment strategies.

Ometria

Debt Financing in 2023
Ometria, established in 2013 and headquartered in London, UK, specializes in a SaaS-based ecommerce intelligence platform. This platform enables retailers to make data-driven decisions by providing advanced customer segmentation, product merchandising, marketing, and on-site customer experience insights. The company's mission is to serve as the "brain" that facilitates relevant and personalized communication between retailers and their customers, thereby enhancing engagement and driving revenue growth. Ometria's platform unifies data and offers a customer data platform (CDP) for cross-channel marketing and experience, assisting retailers in creating personalized, cross-channel marketing experiences and fostering customer loyalty. The company was founded by four entrepreneurs with expertise in e-commerce, computer science, mathematics, and SaaS, and is backed by prominent London investors. It caters to top retailers across the UK, Europe, and globally.

Performio

Debt Financing in 2023
Performio, Inc. is a developer of enterprise commission management software that simplifies the complexities of incentive compensation for businesses. Founded in 2006 and headquartered in Newport Beach, California, with additional offices in San Francisco, Melbourne, and Sydney, Performio offers a robust platform featuring a structured plan builder, flexible data management, and a no-code architecture. The software includes various functionalities such as API integration, automated scheduling, a comprehensive calculation library, and customizable dashboards and reporting tools. This enables organizations to manage and automate their incentive compensation processes effectively. By providing expert guidance and adaptable solutions, Performio enhances transparency and drives business performance, ensuring that companies can navigate changes in their compensation strategies over time.

Ignition

Debt Financing in 2023
Ignition, officially known as Practice Ignition Pty Ltd, is an Australian company based in Chippendale that specializes in online proposal and practice management solutions for accounting practices. Founded in 2011, it offers a platform that enables users to create intelligent proposals that streamline workflows, automate back-office tasks, and improve client conversion rates. The software eliminates the need for traditional documentation methods, such as word processing and email exchanges, thereby reducing data duplication and enhancing efficiency in managing accounting practices.

Bidgely

Venture Round in 2023
Bidgely, Inc. is a technology company based in Mountain View, California, with an additional office in Bengaluru, India. Founded in 2011, Bidgely specializes in disaggregation-powered utility solutions, enabling utilities to provide detailed appliance-level energy consumption data through its innovative HomeBeat software. Its UtilityAI Platform leverages machine learning algorithms to analyze customer energy habits, delivering actionable insights that enhance energy efficiency and consumer engagement. By itemizing energy usage data without the need for plug-level monitors, Bidgely aims to transform how utilities interact with residential customers, helping them manage energy consumption and peak demand more effectively. The company serves a global market, working with utilities to promote energy savings and improve customer retention.

Phrase

Debt Financing in 2023
Phrase is a Hamburg-based company that specializes in translation management solutions for online content across web, mobile, and desktop applications. Founded in November 2012 by the entrepreneurs of Dynport GmbH, Phrase offers an AI-powered localization platform that integrates translation, scoring, and automation tools, enabling businesses and language service providers to streamline their translation processes. The platform features a Translation Management System, developer-friendly tools for software localization, customizable workflows, and advanced analytics to enhance efficiency and quality. With a vendor-neutral approach, Phrase supports over 500 international clients, including prominent names such as Bosch and Meetup, allowing them to save significantly on administrative costs associated with translation projects. The company emphasizes user-friendliness with features like single sign-on and a centralized ecosystem, making it accessible for businesses of all sizes to manage their localization needs effectively.

Bridgit

Venture Round in 2023
Bridgit is a Canadian technology company established in 2014, specializing in construction project management solutions. It offers two primary products: Bridgit Bench, a resource planning and workforce management tool, and Bridgit Field, an inspection, task, and communication management solution. Bridgit caters to contractors and developers, helping them streamline operations and maximize profits through a people-first approach. The company works with industry leaders such as Skanska and Balfour Beatty, and has raised over $35 million USD in equity financing from prominent investors.

TheGuarantors

Debt Financing in 2023
TheGuarantors is a FinTech company that provides risk and financial solutions tailored for the real estate sector. Its platform offers an innovative rental coverage service that allows tenants to replace traditional security deposits with a small annual fee, thereby making renting more affordable and accessible. This solution not only helps tenants free up capital but also offers landlords the protection they require during the leasing process. By leveraging data and industry expertise in real estate and finance, TheGuarantors enhances the efficiency of leasing transactions, benefiting landlords, brokers, and renters alike. The company has received recognition for its growth and impact within the industry, appearing on notable lists such as The Inc. 5000 and Forbes' Best Startup Employers.

Viz

Venture Round in 2023
Viz.ai, Inc. specializes in healthcare imaging software designed to enhance stroke care through the use of artificial intelligence. The company's flagship technology synchronizes treatment by reducing delays in patient care, enabling rapid identification of large vessel occlusion (LVO) strokes using advanced deep learning algorithms. Key offerings include Viz LVO, which alerts on-call stroke teams based on CT angiogram images, and Viz CTP, which analyzes CT perfusion images and generates critical parametric data. Additionally, Viz HUB facilitates communication among clinical teams to coordinate care efficiently, while Viz VIEW allows healthcare professionals to view imaging data on mobile devices. Founded in 2016 and headquartered in San Francisco, the company aims to transform healthcare delivery by improving the speed and accessibility of treatment for stroke patients.

Beauceron Security

Private Equity Round in 2023
Beauceron Security Inc. is a cybersecurity firm based in Fredericton, Canada, founded in 2015. The company offers a software-as-a-service platform that focuses on measuring, managing, and monitoring human-centric cyber risk. Its platform provides comprehensive tools, including metrics and key risk indicators, allowing managers and executives to assess cyber risks effectively. Beauceron integrates with various single-sign-on systems and user directories, facilitating streamlined access to its services. The platform also features a real incident capture tool, automated phishing simulations, and a cybersecurity awareness course designed to educate users on identifying and avoiding social engineering attacks. Additionally, Beauceron provides scoring systems that generate cyber risk scores for organizations and their departments, transforming cybersecurity into a management opportunity that empowers individuals and organizations to make informed decisions regarding their cyber risk.

LandTech

Venture Round in 2023
LandTech is a comprehensive workflow platform aimed at facilitating land development. The company offers a suite of tools designed to streamline the identification of off-market opportunities and manage the preparatory work needed for construction. By improving the efficiency of finding, assessing, and purchasing land, LandTech addresses the housing shortage and aids in building communities. Its platform enables clients to develop properties at significantly lower costs, thereby enhancing the overall property development process.

Azalea Health

Debt Financing in 2022
Azalea Health is a prominent provider of cloud-based healthcare solutions and services tailored for health systems, rural health clinics, billing companies, and community hospitals. The company offers a comprehensive suite of integrated technologies, including Electronic Health Records (EHR), Practice Management (PM), Revenue Cycle Management (RCM), telehealth services, and professional consulting. Azalea Health's solutions are designed to enhance patient engagement and streamline operational workflows for practices of various sizes and specialties. Additionally, the platform equips clients with tools to meet regulatory requirements such as Meaningful Use and ICD-10, ultimately aiming to optimize both operational efficiency and revenue generation.

Podimetrics

Debt Financing in 2022
Podimetrics, Inc. is a care management company focused on preventing diabetic foot ulcers, a significant complication of diabetes. Founded in 2011 and headquartered in Somerville, Massachusetts, Podimetrics has developed the SmartMat, a wireless monitoring system that allows patients to scan their foot temperatures at home for just 20 seconds daily. This FDA-cleared device automatically transmits data to the company's clinical support team, which monitors for any concerning findings. By integrating advanced technology with effective care management, Podimetrics enhances patient engagement and enables clinicians to achieve improved health outcomes, ultimately saving limbs, lives, and healthcare costs. The company is supported by notable investors, including Norwich Ventures and Rock Health.

HealthJoy

Series D in 2022
HealthJoy, LLC operates an online healthcare decision platform that aims to reduce out-of-pocket expenses for consumers by enabling better healthcare decisions. Founded in 2014 and based in Chicago, the company focuses on enhancing the benefits experience for employees while assisting organizations in managing costs. Through personalized guidance and AI-driven technology, HealthJoy provides employees with a digital benefits wallet that integrates their existing benefits, ensuring they remain informed about their options. The platform offers on-demand access to online medical consultations, healthcare concierges, and prescription savings, empowering users to make educated choices about their healthcare. By simplifying the healthcare experience and offering insights into cost-effective care options, HealthJoy helps employees improve their satisfaction and reduces the burden on human resources.

PROCEPT BioRobotics

Post in 2022
PROCEPT BioRobotics Corporation is a surgical robotics company based in Redwood Shores, California, that specializes in developing innovative solutions for urology. The company is known for its AquaBeam Robotic System, an advanced, image-guided surgical robot designed for minimally invasive procedures, particularly for treating benign prostatic hyperplasia (BPH). BPH affects approximately 40 million men in the United States and can lead to lower urinary tract symptoms (LUTS). PROCEPT's Aquablation therapy aims to provide effective and durable treatment outcomes that are not influenced by prostate size or the surgeon's experience. The company has established a robust body of clinical evidence, including nine clinical studies and over 100 peer-reviewed publications, demonstrating the clinical advantages of its Aquablation therapy. Revenue is primarily generated through the sales of the AquaBeam Robotic System and its disposable handpieces.

TransMedics

Post in 2022
TransMedics Group, Inc., established in 1998 and based in Andover, Massachusetts, is a commercial-stage medical technology company specializing in transforming organ transplant therapy for end-stage organ failure patients worldwide. The company's core product, the Organ Care System (OCS), is a portable, innovative technology that maintains donor organs outside the body in a near-physiologic state, replicating human-like conditions. This system includes OCS LUNG and OCS Heart, designed to preserve and optimize lungs and hearts respectively during transport, allowing for better assessment and improvement of organ condition. TransMedics also offers clinical services to enhance transplant volume, improve outcomes, and reduce learning curves for healthcare providers.

ProNavigator

Venture Round in 2022
ProNavigator offers an AI-driven knowledge-sharing platform tailored for the insurance industry, enabling organizations to enhance service delivery and capitalize on revenue opportunities. The platform utilizes advancements in artificial intelligence and natural language processing to facilitate instant and automated responses to inquiries from both customers and employees. By integrating chat and smart dialogue systems, ProNavigator streamlines the purchasing and service experience for insurance companies, allowing them to efficiently engage with clients, address questions, and implement policy changes in a cost-effective manner. This comprehensive knowledge management system is designed to improve sales and productivity within the sector.

OvationCXM

Series C in 2022
OvationCXM is a provider of customer experience management solutions that enables enterprises to enhance their customer journeys across various touchpoints, including digital, back-office, and partner interactions. The platform integrates journey orchestration, knowledge management, generative AI, dynamic chat, and partner connectivity, offering a comprehensive approach to identifying and addressing friction points in real time. This capability helps businesses secure revenue, drive profitable growth, and improve customer loyalty while also supporting staff retention. With features such as pre-built CRM connectors and automation tools, OvationCXM equips clients with the visibility and control needed to deliver exceptional customer experiences efficiently.

Huntress

Debt Financing in 2022
Huntress is a prominent cybersecurity provider focused on small and mid-sized businesses (SMBs) and the managed service providers that serve them. Established in 2015 by former National Security Agency operators, the company combines its Managed Security Platform with a fully operational 24/7 Security Operations Center to deliver essential technology, services, and expertise for cybersecurity challenges. Huntress employs a blend of automated detection and human-powered threat hunting to identify and neutralize threats that may bypass traditional security measures. With a commitment to affordability and comprehensive protection, Huntress safeguards critical business assets for over 4,300 partners and more than 105,000 organizations, collectively protecting over 2 million endpoints from various cyber threats.

WellnessLiving Systems

Debt Financing in 2022
WellnessLiving Systems Inc is a Canadian company founded in 2012, specializing in the design and development of business management software tailored for the health and wellness sector, including spas, salons, fitness centers, and yoga studios. Their comprehensive platform provides features such as real-time appointment scheduling, class management, point of sale capabilities, email marketing, customer review management, and rewards programs. By offering an all-in-one software solution, WellnessLiving aims to streamline operations and enhance customer engagement within the wellness industry. The company is headquartered in Richmond Hill, Ontario.

Ageras

Venture Round in 2022
Ageras A/S, founded in 2012 and headquartered in Copenhagen, Denmark, operates an international online platform that connects users with professionals in accounting, bookkeeping, and tax preparation services. The company aims to streamline the process of finding qualified accountants or lawyers by offering a marketplace where users can access objective reviews based on specific criteria. In addition to facilitating these connections, Ageras provides integrated software solutions that include invoicing, accounting, and payroll services, thereby simplifying administrative tasks for small businesses. This approach helps businesses focus on their core operations while ensuring they have the necessary financial support and expertise.

Smart

Private Equity Round in 2022
Smart develops software designed to provide a range of pension services, including providing its own pension scheme and developing custom enterprise software for international markets. Their goal is to transform retirement, savings, and financial well-being for people of all ages all over the world.

Potloc

Debt Financing in 2022
Potloc Inc. operates an online consumer insights platform that provides businesses with valuable data regarding consumer preferences and purchasing habits. Founded in 2014 and headquartered in Montreal, Canada, with additional offices in Toronto, Paris, and Geneva, Potloc utilizes innovative surveying methods, including web panels, phone surveys, and geo-targeted surveys through social media, to gather authentic feedback from a diverse audience. This platform enables clients to connect effectively with their target markets and enhance their local business strategies. Trusted by numerous leading brands, consulting firms, and investment funds, Potloc has established itself as a standard in market research by delivering high-quality insights with precision. The company's approach ensures that businesses receive relevant and accurate data tailored to their unique needs, facilitating better decision-making and consumer engagement.

Potloc

Series B in 2022
Potloc Inc. operates an online consumer insights platform that provides businesses with valuable data regarding consumer preferences and purchasing habits. Founded in 2014 and headquartered in Montreal, Canada, with additional offices in Toronto, Paris, and Geneva, Potloc utilizes innovative surveying methods, including web panels, phone surveys, and geo-targeted surveys through social media, to gather authentic feedback from a diverse audience. This platform enables clients to connect effectively with their target markets and enhance their local business strategies. Trusted by numerous leading brands, consulting firms, and investment funds, Potloc has established itself as a standard in market research by delivering high-quality insights with precision. The company's approach ensures that businesses receive relevant and accurate data tailored to their unique needs, facilitating better decision-making and consumer engagement.

NowSecure

Debt Financing in 2022
NowSecure, Inc. specializes in mobile app security testing software and services, providing solutions designed to identify security threats, compliance gaps, and privacy issues in both custom-developed and commercial mobile applications. The company's flagship offerings include the NowSecure Platform, which automates security and privacy testing for mobile apps, and NowSecure Workstation, a comprehensive kit that streamlines mobile app vulnerability assessments. Additionally, NowSecure Data continuously monitors commercial applications for security and compliance risks, while NowSecure Services offers manual penetration testing, developer training, and technical support. Founded in 2009 and headquartered in Chicago, Illinois, NowSecure serves various sectors, including financial services, retail, hospitality, and government. The company emphasizes efficient security testing, aligning its services with Agile and DevSecOps methodologies to ensure that clients can rapidly address vulnerabilities in their mobile applications.

DealMaker

Venture Round in 2022
DealMaker is an equity crowdfunding platform founded in 2018 and headquartered in Toronto, Canada, with additional offices in Austin, Texas, and Tampa, Florida. The company offers a digital platform that simplifies the capital-raising process, enabling founders to secure funding from their communities through effectively marketed campaigns. DealMaker provides a comprehensive suite of solutions for primary issuance and shareholder management, including investor ranking algorithms and data analytics tools. The platform is designed to empower brands and founders to manage their fundraising efforts in a centralized system, catering to a diverse range of companies, from small startups to large enterprises. With a proven track record of facilitating $2 billion in investments, DealMaker is a leader in the online capital-raising industry.

Impartner

Venture Round in 2022
Impartner, Inc. is a provider of SaaS-based partner relationship management (PRM) and marketing automation solutions, aimed at helping businesses enhance their channel strategies and revenue opportunities. The company's offerings include the Impartner Locator, which allows users to find selling partners through various criteria, and Impartner Marketing, which simplifies marketing efforts with indirect channel partners. Additionally, Impartner provides tools for lead management, training, and content sharing to facilitate partner engagement and collaboration. Its Market Development Funds (MDF) solution streamlines the management of cooperative marketing funds. Serving a diverse clientele that ranges from small businesses to Fortune 1000 companies, Impartner operates globally with offices in the United States, Europe, and Latin America. The company, originally known as TreeHouse Interactive, was founded in 1997 and rebranded to Impartner in 2015.

Panzura

Series B in 2022
Panzura, Inc. specializes in enterprise storage infrastructure tailored for the cloud era. The company's offerings include a Global Cloud Storage System, which features the Panzura Controller, an on-premise appliance that interfaces with the Panzura Global File System. This system, designed for seamless cloud integration, provides network-attached storage capabilities while ensuring scalability across locations and user bases. Panzura's solutions encompass a range of applications, including file sharing, project collaboration, and cloud-based archiving, serving diverse sectors such as oil and gas, entertainment, healthcare, and architecture. Additionally, the company provides data protection services and customer support, empowering organizations to manage their data efficiently and securely. Founded in 2008 and headquartered in Campbell, California, Panzura aims to enhance the agility and productivity of digital-first organizations by consolidating data and making it readily accessible across various cloud environments.

Phorest

Debt Financing in 2022
Phorest, established by Ronan Perceval, specializes in providing web-based salon management tools and online booking services for the hair and beauty industry in the UK and Ireland. Its primary product is a comprehensive platform that aids salon owners in scheduling appointments, managing staff, controlling stock, and implementing marketing campaigns. Additionally, Phorest operates an online booking service for consumers, known as zanadoo.me. As of 2010, the company processed 6.4 million salon bookings for 500,000 people.

VTS

Debt Financing in 2022
VTS is a New York-based real estate CRM software company that specializes in leasing and asset management for commercial real estate professionals. Founded in 2012, VTS provides a centralized platform that enables landlords and brokers to track leases, assets, and tenants efficiently. The platform is designed to streamline workflows and enhance decision-making by offering critical insights through custom alerts and reporting capabilities. By empowering users with an intuitive toolset, VTS aims to optimize performance and revenue, facilitating better attraction, conversion, and retention of valuable assets and tenants. The firm supports a substantial user base managing over 7 billion square feet of real estate and counts several prominent commercial real estate leaders among its clients.

Sierra Wireless

Post in 2022
Sierra Wireless, Inc. is a provider of device-to-cloud Internet of Things (IoT) solutions, primarily operating in North America, Europe, and the Asia Pacific. The company is structured into two main segments: IoT Solutions and Embedded Broadband. The IoT Solutions segment delivers recurring connectivity services, cloud management software, and cellular modules and gateways, while the Embedded Broadband segment focuses on high-speed cellular embedded modules used in various applications, including automotive and mobile computing. Sierra Wireless serves a diverse clientele, including enterprises, industrial firms, and original equipment manufacturers (OEMs), utilizing both direct and indirect distribution channels such as distributors and mobile network operators. Founded in 1993 and headquartered in Richmond, Canada, Sierra Wireless has established itself as a key player in the wireless communication equipment sector, addressing the needs of industrial, commercial, and public safety markets.

Tealbook

Debt Financing in 2021
Tealbook, Inc. is an online supplier knowledge management and procurement platform headquartered in Toronto, Canada. Founded in 2014, the company provides a centralized system that consolidates credible and up-to-date information about suppliers, enabling procurement teams to identify and connect with qualified suppliers. The platform offers a comprehensive view of supplier data, including company details, product offerings, diversity status, and client recommendations. It also integrates with various enterprise resource planning systems and procurement tools, enhancing the visibility and knowledge of preferred suppliers. Tealbook's innovations have garnered industry recognition, such as being included in the CIX Top 20 and the Gartner Cool Vendor list. Through its services, Tealbook aims to improve buyer-supplier relations and streamline the procurement process for enterprises.

Intradiem

Debt Financing in 2021
Intradiem, Inc. specializes in intraday automation solutions for multi-channel contact centers, enhancing efficiency and customer experience. Founded in 1995 and based in Alpharetta, Georgia, the company provides a comprehensive SaaS-based platform that automates real-time management processes for frontline workforces, including contact centers, back offices, and retail environments. Its offerings include task management, real-time adherence, intraday staffing, and channel balancing, among others. Intradiem's patented AI-powered technology processes large volumes of data in real time, enabling organizations to adapt swiftly to changing conditions. The company serves a diverse range of industries, including telecommunications, financial services, and healthcare, and its solutions are utilized by over 250,000 frontline workers daily. Additionally, Intradiem offers implementation, training, consulting, and customer support services to ensure successful integration and ongoing performance.

Harbor Compliance

Debt Financing in 2021
Harbor Compliance is a company that specializes in entity management solutions for businesses and nonprofits. It assists entrepreneurs in establishing their business structures, including limited liability companies, corporations, and partnerships. The company offers a comprehensive suite of services that combines compliance management, corporate structure management, and due date tracking. Harbor Compliance also provides expert support and dynamic data to facilitate licensing and tax solutions. By serving as a registered agent in Pennsylvania, Harbor Compliance aims to support organizations throughout their corporate lifecycle, helping them grow by ensuring they meet necessary compliance and management requirements.

Shorelight Education

Debt Financing in 2021
Shorelight Education, LLC specializes in providing higher education programs for international students in the United States. Incorporated in 2013 and based in Boston, Massachusetts, the company collaborates with top-tier universities to develop degree programs and offer a range of support services. These services include research resources, application assistance, visa processing, pre-arrival preparation, campus transition, academic support, and career development. Shorelight aims to enhance the educational experience for international students by facilitating their journey from the application stage through graduation and into their professional lives. The company is committed to addressing the evolving needs of higher education through innovative partnerships and tailored support.

Terminus

Debt Financing in 2021
Terminus is the industry’s first account-based marketing platform that enables B2B marketers to target companies, engage decision-makers on their terms, and accelerate sales pipeline velocity at scale

Expensify

Debt Financing in 2021
Expensify, Inc., established in 2008, is a global provider of online expense management services. It caters to individuals, non-profits, small businesses, and corporations, offering a platform that streamlines expense reporting. Users can import expenses and receipts from credit cards and mobile phones, submit reports via email, and reimburse online using QuickBooks and Direct Deposit. Expensify's patented SmartScan technology automates receipt processing. The company, headquartered in San Francisco with offices in London and Australia, also offers receipt storage and organization plans for individuals. It has a strategic partnership with TripActions.

Point Predictive

Debt Financing in 2021
PointPredictive Inc. specializes in artificial intelligence risk management solutions tailored for the auto finance, consumer lending, mortgage lending, online retail, real estate, and consumer rental markets. Founded in 2013 and based in San Diego, California, the company focuses on combating fraud in automotive and mortgage lending, as well as retail sectors, by utilizing big data and advanced analytic models. Its platform develops predictive models that analyze both structured and unstructured data to identify historical fraud and risk patterns, thereby enabling lenders and retailers to mitigate risks and improve lending processes. PointPredictive's solutions help clients reduce losses from first payment and early payment defaults while minimizing false positives, ultimately saving millions of dollars annually and enhancing customer experiences through better targeting and efficiency. Additionally, the company offers fraud and risk consulting services to further support its clients.

Point Predictive

Venture Round in 2021
PointPredictive Inc. specializes in artificial intelligence risk management solutions tailored for the auto finance, consumer lending, mortgage lending, online retail, real estate, and consumer rental markets. Founded in 2013 and based in San Diego, California, the company focuses on combating fraud in automotive and mortgage lending, as well as retail sectors, by utilizing big data and advanced analytic models. Its platform develops predictive models that analyze both structured and unstructured data to identify historical fraud and risk patterns, thereby enabling lenders and retailers to mitigate risks and improve lending processes. PointPredictive's solutions help clients reduce losses from first payment and early payment defaults while minimizing false positives, ultimately saving millions of dollars annually and enhancing customer experiences through better targeting and efficiency. Additionally, the company offers fraud and risk consulting services to further support its clients.

Mindful Health Solutions

Venture Round in 2021
Mindful Health Solutions is a behavioral health care management company focused on providing comprehensive psychiatric treatments for individuals experiencing mental health challenges, including depression, anxiety, OCD, ADHD, PTSD, and memory disorders. The company offers a range of outpatient services, such as psychotherapy, medication management, and interventional psychiatry, which includes both virtual and in-person consultations. Additionally, Mindful Health Solutions utilizes advanced treatment modalities like transcranial magnetic stimulation and ketamine infusion therapy. By combining these services, the company aims to deliver effective clinical outcomes and alleviate the burden of mental illness for its patients.

Azalea Health

Debt Financing in 2021
Azalea Health is a prominent provider of cloud-based healthcare solutions and services tailored for health systems, rural health clinics, billing companies, and community hospitals. The company offers a comprehensive suite of integrated technologies, including Electronic Health Records (EHR), Practice Management (PM), Revenue Cycle Management (RCM), telehealth services, and professional consulting. Azalea Health's solutions are designed to enhance patient engagement and streamline operational workflows for practices of various sizes and specialties. Additionally, the platform equips clients with tools to meet regulatory requirements such as Meaningful Use and ICD-10, ultimately aiming to optimize both operational efficiency and revenue generation.

Blue Cloud Pediatric Surgery Centers

Debt Financing in 2021
Blue Cloud Pediatric Surgery Centers focuses on delivering high-quality medical care to pediatric and special needs patients at a local level. The organization operates ambulatory surgery centers that specialize in dental healthcare services, including dentistry and oral surgery performed under general anesthesia. By prioritizing accessibility and affordability, Blue Cloud aims to ensure that these vulnerable populations receive comprehensive care from qualified professionals in a supportive environment.

Karbon

Debt Financing in 2021
Karbon Inc., based in Sausalito, California, develops a collaborative practice management platform designed specifically for accounting firms. Founded in 2015, the platform enhances productivity by enabling teams to work together more effectively through streamlined workflows, automated tasks, and standardized processes. It consolidates client information into a single location, providing visibility across the firm and improving overall workflow management. Karbon's software allows users to automate common tasks, schedule data collection, and facilitate remote work, ultimately helping accounting firms to increase efficiency and scale their operations.

Centroid Systems

Debt Financing in 2021
Centroid Systems is a provider of managed cloud services and enterprise workload consulting aimed at facilitating digital transformation for businesses across various industries. The company specializes in business transformation and integration consulting, catering to sectors such as consumer goods, manufacturing, life sciences, healthcare, entertainment, publishing, financial services, and retail. By offering services that encompass digital transformation, managed cloud solutions, and cloud consulting, Centroid Systems assists clients in modernizing their operations, integrating new technologies, and ultimately driving growth.

Maystreet

Debt Financing in 2021
Maystreet, Inc. is a technology company that develops a market data infrastructure platform designed to deliver capital market data to various financial institutions. Founded in 2012 and headquartered in New York, the company specializes in providing low-latency data and analytics through its cloud-based platform. This platform offers real-time and intraday historical data, supporting functions such as trade execution, surveillance, performance analysis, historical backtesting, end-of-day reporting, and risk and compliance management. Maystreet serves a diverse clientele, including banks, market makers, quantitative investment firms, traditional asset managers, trading platform vendors, regulators, researchers, and portfolio managers, enabling them to gain deeper insights into global capital markets and enhance decision-making accuracy.

PitchPoint Solutions

Debt Financing in 2021
PitchPoint Solutions Inc. specializes in developing and deploying web-based automation solutions tailored for the financial services sector, particularly in fraud prevention and data validation. The company offers an on-demand platform, Promptu, which streamlines data entry and report management for loan processing, allowing clients to validate key data from diverse databases. Its services include a range of data validation solutions such as borrower ID verification, risk assessment reports for identity, property, and income, as well as ongoing vendor monitoring. Additionally, PitchPoint provides an Application Data Validation Package that alerts clients to potential risks associated with loan data. The ID Red Flag service helps identify discrepancies in credit bureau reports, while Expert Services offers mortgage data validation and compliance support. Based in Toronto, Canada, PitchPoint Solutions aims to help lenders reduce operational effort, ensure compliance with regulations, and minimize fraud risk through comprehensive and objective data reviews.

EZ Texting

Debt Financing in 2020
EZ Texting, founded in 2006 and acquired by CallFire in 2012, is a prominent provider of business texting solutions in the U.S. and Canada, having served over 210,000 customers. The company offers a cloud-based platform that includes features such as bulk texting, multimedia messaging, delivery reports, reminder campaigns, and text polls. Its services are designed to enhance customer service, streamline communication, and improve marketing efforts for businesses of all sizes. By enabling real-time alerts and event promotions, EZ Texting assists organizations in engaging their audiences effectively through mobile devices, ultimately driving higher revenues. In 2018, CallFire consolidated its brands under the EZ Texting name, reinforcing its commitment to delivering robust messaging solutions.

Vapotherm

Post in 2020
Vapotherm, Inc. is a medical technology company specializing in the development and commercialization of proprietary Hi-VNI technology products designed to treat patients of all ages experiencing respiratory distress. Headquartered in Exeter, New Hampshire, the company offers a range of precision flow systems, including Precision Flow Hi-VNI, Precision Flow Plus, Precision Flow Classic, and Precision Flow Heliox, which deliver heated, humidified, and oxygenated air at high velocity through a small-bore nasal interface. Vapotherm also provides various companion products, such as the Vapotherm Transfer Unit for patient mobility, the Q50 compressor for compressed air, and aerosol solutions for medication delivery. Additionally, the company offers disposable products, including single-use nasal interfaces and Oxygen Assist Modules to help clinicians maintain target oxygen levels. Vapotherm generates revenue primarily through direct sales to hospitals in the United States and through distributors in select international markets. Founded in 1993, the company is committed to enhancing clinical outcomes and improving the quality of life for patients.

Vena Solutions

Private Equity Round in 2020
Vena Solutions, established in 2011, specializes in financial planning and analysis software. It seamlessly integrates with Microsoft Excel and offers a cloud-based platform that automates and streamlines financial, accounting, and business processes. Vena's solution connects spreadsheets, templates, and models to a central database, governed by a workflow engine and business rules, enabling real-time collaboration and agile decision-making. It supports a wide range of applications, including budgeting, financial close management, reporting, and automating other spreadsheet-driven processes across various departments. With over 1,800 global customers, Vena is renowned for its ability to enhance productivity, collaboration, and insights while embracing the power of Excel.

ProNavigator

Venture Round in 2020
ProNavigator offers an AI-driven knowledge-sharing platform tailored for the insurance industry, enabling organizations to enhance service delivery and capitalize on revenue opportunities. The platform utilizes advancements in artificial intelligence and natural language processing to facilitate instant and automated responses to inquiries from both customers and employees. By integrating chat and smart dialogue systems, ProNavigator streamlines the purchasing and service experience for insurance companies, allowing them to efficiently engage with clients, address questions, and implement policy changes in a cost-effective manner. This comprehensive knowledge management system is designed to improve sales and productivity within the sector.

AlayaCare

Debt Financing in 2020
AlayaCare is a start-up based in Montréal, Quebec, that offers a comprehensive home health care software platform and hardware ecosystem. Founded in 2014 by Adrian Schauer and Neil Grunberg, the company aims to modernize the home care industry, which often relies on outdated software and inefficient processes. AlayaCare's platform integrates various functions, including planning, clinical documentation, remote patient monitoring, and mobile care worker capabilities, enabling home care agencies to operate more effectively and efficiently. By providing mixed telehealth and in-person health solutions, AlayaCare empowers patients to improve their quality of life while simultaneously reducing care costs. The company promotes an open culture that encourages team members to voice dissent while maintaining a focus on overarching goals. Additionally, AlayaCare collaborates with NGOs in the developing world, offering its solution at no cost to enhance mobile technology's impact on underserved communities.

CipherHealth

Debt Financing in 2020
CipherHealth Inc. is a healthcare solutions company based in New York, founded in 2009. It specializes in developing technologies that enhance patient communication, engagement, and care coordination. Key offerings include CipherVoice, an interactive patient discharge follow-up program that aids in clinical and service recovery, and View, a customizable care-management platform designed to engage patients and improve coordination among healthcare providers. The company also provides COVID-19 Crisis Response Solutions to help healthcare facilities manage the pandemic effectively. CipherHealth's software facilitates automated appointment reminders, procedure preparation, and post-discharge follow-up through personalized communication, enabling providers to confirm patient adherence to care plans and address concerns proactively. Its solutions are tailored for various healthcare settings, including independent hospitals, academic medical centers, and community hospitals, focusing on improving care transitions and operational efficiency across the healthcare continuum.

VBrick

Debt Financing in 2020
VBrick is a provider of a cloud-native platform designed for enterprises to stream live and on-demand video across corporate networks to various devices. The company specializes in developing software and appliances that facilitate the creation, publishing, and distribution of video content over standard IP networks and the internet. By leveraging the power of video, VBrick enables organizations to effectively engage their audiences and manage media information from virtually any source.

Sensibill

Debt Financing in 2020
Sensibill Inc., founded in 2012 and based in Toronto, Canada, operates a cloud-based application that simplifies receipt management for users. The company's platform allows consumers to track their spending and manage their finances effectively by capturing both paper and electronic receipts. This digital receipt management solution empowers financial institutions to provide personalized insights, helping customers develop healthier financial habits. By analyzing SKU-level data and purchase behavior, Sensibill unlocks valuable insights that support revenue growth for these institutions. The technology has reached over 60 million users across North America and the U.K., facilitating easier reconciliation of bank statements, returns, exchanges, expenses, taxes, and accounting.

Pulmonx

Debt Financing in 2020
Pulmonx Corporation is a medical technology company specializing in minimally invasive solutions for the diagnosis and treatment of chronic obstructive pulmonary disease (COPD), particularly severe emphysema. Its primary offerings include the Zephyr Endobronchial Valve, designed for patients with hyperinflation due to emphysema, as well as the Chartis Pulmonary Assessment System, which assesses collateral ventilation, and the StratX Lung Analysis Platform, a cloud-based service that analyzes computed tomography data to identify suitable treatment areas. Pulmonx aims to improve the quality of life for patients who remain symptomatic despite medical management and may not be candidates for surgical interventions. The company has received FDA pre-market approval for the Zephyr Valve and has established a global presence, serving markets in the United States, Europe, the Middle East, Africa, and the Asia-Pacific region. Founded in 1995 and headquartered in Redwood City, California, Pulmonx has become a leader in interventional procedures for COPD, supported by extensive clinical evidence demonstrating the effectiveness of its technologies.

Q4

Debt Financing in 2020
Q4 Inc. is a cloud-based platform that specializes in providing investor relations (IR) and capital market solutions to public companies globally. Founded in 2005 and headquartered in Toronto, Canada, with additional offices in New York, Chicago, and Copenhagen, Q4 offers a comprehensive suite of tools designed to enhance communication and engagement between organizations and their investors. Their flagship product, Q4 Desktop, serves as an all-in-one IR solution that equips clients with the necessary insights and information for effective decision-making. The company designs and develops corporate websites, provides audio and video webcasting services, and delivers analytics and reporting tools that track trading activities and investor behavior. Q4 aims to improve the effectiveness of investor relations through innovative website solutions and a strong focus on storytelling, making it a trusted partner for over 2,200 prominent brands. Their services are delivered primarily on a subscription basis, utilizing a software-as-a-service model to support the diverse needs of their clients in the capital markets.

Blue J

Debt Financing in 2020
Blue J is a developer of a legal research platform that aims to predict court outcomes, enhancing the efficiency of legal professionals. By employing machine learning and artificial intelligence, the platform analyzes historical judicial decisions to identify patterns that can forecast the results of future cases. This capability allows legal practitioners to utilize relevant case law effectively, ultimately saving time and reducing costs associated with legal research. The platform is designed to improve productivity, enabling users to concentrate on higher-value tasks within their practice.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.