Traction Complete
Debt Financing in 2025
Founded in 2019, Traction Complete offers a RevOps Data Management Suite for Salesforce, empowering revenue operations teams to cleanse, connect, and automate complex data tasks. This enables organizations like Asana, Zoom, and YMCA to save time and scale efficiently.
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.
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.
Swoogo
Venture Round in 2024
Swoogo is a provider of an event management software platform tailored for business-to-business event marketers. The company offers comprehensive tools that support a wide range of events, from single-speaker webinars to large-scale global trade shows. Its platform features optimized event registration and ticketing, allowing users to customize themes and branding. This enables marketers to efficiently collect detailed and well-organized audience information, accommodating unlimited attendee types and utilizing conditional logic for enhanced engagement. Swoogo's solutions cater to the evolving needs of event professionals, helping them effectively manage and execute a variety of events.
Ometria
Debt Financing in 2023
Ometria is a London-based SaaS company that provides an ecommerce intelligence platform for retailers to optimize customer segmentation, product merchandising, marketing, and on-site experiences. The platform uses customer data and analytics to build detailed profiles and deliver personalized, cross-channel campaigns, enabling retailers to send relevant messages, improve engagement, and drive revenue. Founded in 2013, Ometria serves retailers across the UK, Europe, and beyond with scalable big data capabilities that power data-driven decision making in commerce.
OvationCXM
Series C in 2022
OvationCXM is a prominent provider of customer experience management solutions, specializing in the integration of artificial intelligence to enhance customer journeys. The company offers a comprehensive platform that empowers enterprises to identify and address friction points in real time across digital platforms, back-office operations, and partner interactions. This innovative platform features journey orchestration, knowledge management, generative AI, dynamic chat capabilities, and partner connectivity, all designed to deliver actionable, data-driven insights. By enabling businesses to achieve complete visibility and control over their customer experiences, OvationCXM supports revenue security, profitable growth, and the cultivation of customer loyalty and employee retention.
WellnessLiving Systems
Debt Financing in 2022
WellnessLiving Systems Inc. is a company that specializes in creating business management software tailored for the health and wellness services sector, including spas, salons, fitness centers, and yoga studios. Founded in 2012 and headquartered in Richmond Hill, Canada, the company offers an all-in-one mobile application that facilitates real-time appointment and class scheduling, point-of-sale transactions, email marketing, customer review management, and rewards programs. WellnessLiving aims to streamline operations and enhance customer engagement for businesses in the wellness industry.
Phorest
Debt Financing in 2022
Phorest is a software company that develops salon and spa management software and an online booking platform for the hair and beauty industry in the United Kingdom and Ireland, enabling salons to accept online bookings, manage appointments, schedule staff, track stock, and run marketing campaigns and loyalty programs while a consumer-facing service allows clients to book services online.
VTS
Debt Financing in 2022
VTS is a real estate CRM and leasing platform that brings together landlords, brokers, and tenants to enable commercial property deals. The company centralizes critical data and workflows to help landlords and brokers attract, convert, and retain assets and tenants, supporting leasing and asset management across portfolios. Founded in 2012 and based in New York, VTS manages more than seven billion square feet on its platform and counts global CRE leaders such as Boston Properties, Beacon Capital Partners, Equity Office, LaSalle Investment Management, Hines, JLL, and CBRE among its clients. The platform delivers modern tools and data-driven insights to improve decision-making, optimize performance, and increase revenue across office, retail, and industrial assets.
Intradiem
Debt Financing in 2021
Intradiem, Inc. specializes in providing intraday automation solutions tailored for multi-channel contact centers, enhancing efficiency and improving customer experiences. Founded in 1995 and based in Alpharetta, Georgia, Intradiem's platform offers a comprehensive suite of services including task management, real-time adherence, intraday staffing, channel balancing, alerts, and reskilling solutions. The company's SaaS-based technology leverages patented AI to process vast amounts of data in real-time, allowing frontline workforces in various sectors—such as telecommunications, financial services, and healthcare—to adapt quickly to changing conditions and demands. By automating intraday management processes, Intradiem empowers over 250,000 frontline workers daily, resulting in heightened productivity and a measurable return on investment for clients. The company, previously known as Knowlagent, Inc., rebranded to Intradiem, Inc. in January 2013.
Terminus
Debt Financing in 2021
Founded in 2014 and headquartered in Atlanta, Terminus is a pioneering company in account-based marketing. Its platform allows B2B marketers to effectively target companies and engage decision-makers through tailored digital advertising campaigns. By utilizing data from customer relationship management systems, Terminus enables marketers to run comprehensive marketing initiatives that enhance collaboration between sales and marketing teams, ultimately improving close rates and accelerating pipeline velocity. The platform is already employed by notable brands such as Dun & Bradstreet, SalesLoft, and Influitive, showcasing its effectiveness in driving success in account-based marketing strategies.
EZ Texting
Debt Financing in 2020
EZ Texting is a cloud-based provider of business text messaging software serving the United States and Canada. Its platform enables bulk and multimedia messaging, two-way conversations, automated workflows, and detailed reporting to help organizations engage audiences, improve customer service, and streamline communications. Key features include delivery reports, reminder campaigns, text polls, keywords, textable numbers, and text-to-landline capability, along with contact management and compliance tools. The company serves over 210,000 customers and supports AI-assisted content generation to enhance campaign effectiveness.
Aktana
Debt Financing in 2019
Aktana is a technology company that builds an AI‑driven decision support platform for life science organizations. Its software integrates with existing CRM workflows to analyze market data, channel activity, and healthcare professional preferences in real time. The platform delivers actionable insights and suggested actions to sales and marketing teams, enabling them to optimize engagement with prescribing physicians and refine multichannel campaigns. Since its founding in 2008, Aktana has served more than 100 brands, including a majority of the world’s top pharmaceutical companies, and operates from offices in San Francisco, New York, London, Barcelona, Tokyo, Osaka, and Shanghai.
Stratifyd
Debt Financing in 2019
Stratifyd, Inc., also known as Taste Analytics LLC, is a data analysis and visualization company headquartered in Charlotte, North Carolina, with an additional office in Durham. Founded in 2012, the company offers an AI-powered Software-as-a-Service platform that transforms both structured and unstructured data from various sources, including call centers, surveys, and customer relationship management systems, into actionable insights. The platform identifies trends, patterns, and correlations within large datasets, facilitating applications across marketing, customer support, and product development. By providing enterprises with the ability to quickly analyze and visualize data, Stratifyd enables organizations to enhance customer retention, improve their products and services, and ultimately increase revenue. The company serves a diverse clientele, including Fortune 50 companies, the United States government, and multiple Fortune 1000 firms across various industry sectors.
ContactMonkey offers an integrated platform that enables users to share their contact information across various devices and platforms. It provides email tracking, analytics, mail merging, live alerts for email opens and link clicks, serving businesses and individuals since its founding in Toronto, Canada in 2011.