Relay Investments

Relay Investments is a Massachusetts-based investment firm focused on growth-stage opportunities globally. Founded in the early 2010s and headquartered in Boston, the firm operates as a registered investment adviser and targets investments across business-to-business, healthcare, and technology sectors. It supports entrepreneurs seeking to acquire small and medium-sized enterprises through a search fund approach.

Nichole M. Guerrette

CFO

8 past transactions

Project To Be

Seed Round in 2021
Project To Be is an organization focused on enhancing childhood education for nursery, pre-school, and primary grade students. It partners with schools to improve educational outcomes, promote healthier eating habits, and impart relevant knowledge, skills, and attitudes. The company employs an educational model that emphasizes individualized teaching and learning, active engagement, and integrated English language instruction. This approach aims to support children in developing their cognitive, physical, social, and emotional potential, ultimately fostering a well-rounded educational experience.

American Vision Group

Seed Round in 2020
American Vision Group is a provider of eye care services focused on curing various eye diseases. The company specializes in delivering enhanced medical and surgical eye care platforms, utilizing advanced diagnostic equipment and imaging techniques. This approach enables health professionals to efficiently diagnose and treat eye ailments with complete clinical autonomy. In addition to its core services, American Vision Group offers financial reporting support, clinical research capabilities, staff recruiting, training, analysis, and contract negotiation, further enhancing its operational effectiveness and support for healthcare providers in the eye care sector.

Navegate

Venture Round in 2018
Navegate, Inc. is a logistics and supply chain management company headquartered in Mendota Heights, Minnesota, founded in 2003. The company specializes in designing and developing technology-enabled software that automates transportation management and enhances supply chain efficiency. Its offerings include freight forwarding, customs brokerage, and domestic transportation services, complemented by a cloud-based software platform and a vendor portal. Navegate aims to democratize the digital supply chain, empowering businesses to build effective and compliant supply chain solutions similar to those used by leading global brands. The company's diverse clientele includes notable names such as Honeywell, Schneiderman's Furniture, and Power House.

Swoogo

Venture Round in 2017
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.

AppWrap

Seed Round in 2017
AppWrap is a company that specializes in maximizing the efficiency and functionality of Enterprise Resource Planning (ERP) systems, specifically focusing on Oracle NetSuite. It offers a range of services including implementation, integration, support, and customization of NetSuite solutions. AppWrap is dedicated to enhancing IT capabilities and providing responsive technical support while emphasizing automation, risk management, and compliance. Through its expertise, the company aims to optimize ERP systems for its clients, helping them achieve better performance and streamlined operations.

Lerner Solutions

Seed Round in 2015
Lerner Solutions offers comprehensive IT infrastructure management services. They provide strategic planning, network design, cloud computing solutions, and ongoing support for businesses seeking a seamless technology experience.

Beecker

Seed Round in 2015
Beecker is a prominent process automation company specializing in robotic process automation (RPA) and artificial intelligence (AI) solutions. With a workforce of over 200 employees and affiliates, Beecker serves a diverse clientele, including blue-chip companies, from its headquarters in the United States and offices in Mexico, Colombia, and Brazil. The company focuses on enhancing operational efficiency, reducing costs, and minimizing human error through its innovative software, which is designed to help businesses manage and maintain RPA robots effectively. Beecker has received recognition for its excellence, being included in Forrester's list of top global boutique RPA service firms and HFS's RPA Hot Vendor list, marking it as the first Latin American company to achieve this distinction. Additionally, Beecker was named one of Failory's 56 Best Startups in Mexico in 2021 and holds certifications as a Great Place to Work and from the CMMI Institute at Development Level 3.

Amergent Capital

Seed Round in 2014
Amergent Capital is a private equity firm established in 2015 and headquartered in New Haven, Connecticut. The firm specializes in identifying, acquiring, and operating existing businesses, primarily focusing on opportunities within the Dominican Republic. Amergent Capital employs strategies such as add-ons, asset acquisitions, and buyouts to enhance its investment portfolio. The firm targets a diverse range of sectors, including business-to-business and business-to-consumer markets, as well as commercial products, retail, healthcare, agriculture, chemicals, forestry, financial services, and manufacturing.
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