SingleTrack
Private Equity Round in 2022
SingleTrack is a specialized platform that serves the capital markets sector, focusing on investment banks, brokers, and investor relations professionals. It offers a comprehensive customer relationship management (CRM) and research distribution solution, facilitating effective communication and interaction between sell-side and buy-side clients. The platform enhances research management and analytics, allowing users to leverage valuable assets and information for various functions, including sales, trading, research, events, and corporate finance. By capturing diverse interactions with brokers and research providers, SingleTrack streamlines processes such as voting and contract management, ultimately improving client engagement, revenue, efficiency, and profitability.
Kimble Applications
Acquisition in 2021
Kimble Applications Limited specializes in providing a professional services automation (PSA) solution tailored for IT and management consultancies, accountancy and law firms, and communication agencies worldwide. Founded in 2010 and based in London, the company offers its flagship product, Kimble, as a software-as-a-service solution designed to streamline business processes and enhance operational efficiency. Kimble enables organizations to optimize resource utilization, profitability, and scalability through features such as opportunity management, time and expense tracking, and financial reporting. It is uniquely focused on PSA, facilitating better decision-making and real-time project management by integrating seamlessly with customer relationship management systems. This allows teams to collaborate effectively, ensuring projects remain on track and invoicing is handled efficiently. By aligning its capabilities with successful project delivery, Kimble empowers users to act decisively, reducing bottlenecks and enhancing overall service delivery.
Ontraport
Debt Financing in 2020
Ontraport, Inc. is a marketing automation and customer relationship management platform tailored for small businesses and entrepreneurs. Founded in 2006 and based in Santa Barbara, California, Ontraport offers a comprehensive suite of tools designed to help businesses scale. Its services include business automation, a campaign builder, e-commerce capabilities, email marketing, landing page creation, marketing tracking, and membership site management. Additionally, Ontraport provides functionalities for payment processing, direct-mail printing, and affiliate management. By integrating these features into a single application, Ontraport enables users to effectively manage their marketing and sales processes, ultimately driving measurable results and enhancing customer engagement.
Cendyn
Private Equity Round in 2019
Cendyn Corporation is a cloud-based technology company specializing in the hospitality industry, providing online interactive marketing solutions designed to enhance hotel revenue and guest engagement. Founded in 1996 and headquartered in Boca Raton, Florida, Cendyn offers a wide range of services, including website design, digital marketing, and various sales tools such as electronic proposal systems and reservation management solutions. The company’s integrated Customer Relationship Management (CRM) Suite includes tools for guest communications, feedback collection, and data analytics, enabling hotels to optimize their marketing strategies and improve operational performance. With a customer base exceeding 35,000 across more than 150 countries, Cendyn aims to help hoteliers find the right guests, encourage direct bookings, and foster guest loyalty, contributing to over $20 billion in annual hotel revenue. The company operates internationally with additional offices in major cities worldwide, supporting its mission to drive commercial success in the hospitality sector.
Peppermint Technology
Corporate Round in 2019
Peppermint Technology Limited is a developer of legal software tailored for law firms and legal professionals. The company offers the Peppermint Legal Service Platform, an advanced end-to-end business solution built on Microsoft Dynamics CRM. This platform integrates various functionalities including legal practice and case management, document management, billing, customer relationship management, and risk management, all designed to centralize client data and enhance service delivery. Additionally, Peppermint Technology provides PeppDirect, a software platform that streamlines the management of legal matters, documents, and client interactions. Since its incorporation in 2000 and based in Nottingham, United Kingdom, the company aims to transform the client experience in the legal sector by enabling personalized and efficient service comparable to leading consumer platforms.
SugarCRM
Private Equity Round in 2018
SugarCRM Inc. is a provider of customer relationship management (CRM) solutions that caters to both small businesses and enterprises globally. Founded in 2004 and headquartered in Cupertino, California, the company has expanded its presence with offices in cities such as New York, London, and Sydney, along with operations across various European countries. SugarCRM offers a comprehensive platform that includes applications for sales, marketing, customer support, and campaign management, designed to enhance decision-making and foster stronger customer relationships. The company's innovative CRM solutions are recognized for their user-friendly interface and adaptability, serving a diverse range of sectors including manufacturing, financial services, and insurance. With over 1.5 million users in 120 countries, SugarCRM aims to deliver a personalized and engaging user experience that integrates the simplicity of consumer applications with the functionality needed for effective business processes.
Acumatica
Series C in 2018
Acumatica, Inc. delivers cloud-based business management software tailored for small and mid-sized enterprises. Founded in 2007 and headquartered in Bellevue, Washington, with additional offices in Moscow, Singapore, and Washington, D.C., the company offers a comprehensive suite of integrated applications. These include the Acumatica Cloud Enterprise Resource Planning solution, which encompasses financial management, distribution management, project accounting, and customer management, alongside industry-specific editions for manufacturing and other sectors. Acumatica's platform is designed to enhance usability and provide intelligent workflows, enabling companies to effectively manage risks and capitalize on opportunities in a digital economy. The company also offers support services, including implementation planning, training, consulting, and customization, serving diverse markets such as wholesale distribution, professional services, and e-commerce. Acumatica's commitment to principled business practices and flexible deployment options empowers organizations to take control of their growth and innovation.
Salsa Labs
Acquisition in 2018
Salsa Labs, Inc. is a Software-as-a-Service (SaaS) company based in Bethesda, Maryland, that specializes in providing a comprehensive suite of software tools designed for nonprofit organizations. Founded in 2003, Salsa Labs offers an integrated supporter engagement platform that combines fundraising, advocacy, and marketing engagement functionalities. Its software suite includes features for donor management, digital marketing, online fundraising, and peer-to-peer fundraising, enabling nonprofits to effectively engage with their communities and rally support. By unifying online and offline outreach tools, Salsa Labs empowers organizations to develop rich supporter profiles, optimize communication strategies, and enhance fundraising capabilities. The company is committed to improving staff efficiency and deepening relationships between nonprofits and their supporters through its innovative solutions and dedicated customer support.
Kimble Applications
Private Equity Round in 2018
Kimble Applications Limited specializes in providing a professional services automation (PSA) solution tailored for IT and management consultancies, accountancy and law firms, and communication agencies worldwide. Founded in 2010 and based in London, the company offers its flagship product, Kimble, as a software-as-a-service solution designed to streamline business processes and enhance operational efficiency. Kimble enables organizations to optimize resource utilization, profitability, and scalability through features such as opportunity management, time and expense tracking, and financial reporting. It is uniquely focused on PSA, facilitating better decision-making and real-time project management by integrating seamlessly with customer relationship management systems. This allows teams to collaborate effectively, ensuring projects remain on track and invoicing is handled efficiently. By aligning its capabilities with successful project delivery, Kimble empowers users to act decisively, reducing bottlenecks and enhancing overall service delivery.
Salsa Labs
Venture Round in 2018
Salsa Labs, Inc. is a Software-as-a-Service (SaaS) company based in Bethesda, Maryland, that specializes in providing a comprehensive suite of software tools designed for nonprofit organizations. Founded in 2003, Salsa Labs offers an integrated supporter engagement platform that combines fundraising, advocacy, and marketing engagement functionalities. Its software suite includes features for donor management, digital marketing, online fundraising, and peer-to-peer fundraising, enabling nonprofits to effectively engage with their communities and rally support. By unifying online and offline outreach tools, Salsa Labs empowers organizations to develop rich supporter profiles, optimize communication strategies, and enhance fundraising capabilities. The company is committed to improving staff efficiency and deepening relationships between nonprofits and their supporters through its innovative solutions and dedicated customer support.
Reapit
Acquisition in 2017
Reapit Ltd., founded in 1997 and headquartered in the United Kingdom, is a leading provider of business solutions for residential estate agencies in Europe and Australasia. With nearly 25 years of experience, Reapit offers a comprehensive Estate Agency Business Platform, featuring two integrated customer relationship management (CRM) systems and a suite of digital marketing solutions. Their platform, powered by Foundations PaaS, allows clients to customize their CRM functionality by integrating both proprietary and third-party applications, enhancing operational efficiency. Reapit supports around 72,000 users across 7,000 offices and manages approximately 225,000 ongoing tenancies. In addition to innovative software products, the company is dedicated to customer success through robust service and training programs, reinforcing its commitment to being a growth partner for its clients.
Reapit
Venture Round in 2017
Reapit Ltd., founded in 1997 and headquartered in the United Kingdom, is a leading provider of business solutions for residential estate agencies in Europe and Australasia. With nearly 25 years of experience, Reapit offers a comprehensive Estate Agency Business Platform, featuring two integrated customer relationship management (CRM) systems and a suite of digital marketing solutions. Their platform, powered by Foundations PaaS, allows clients to customize their CRM functionality by integrating both proprietary and third-party applications, enhancing operational efficiency. Reapit supports around 72,000 users across 7,000 offices and manages approximately 225,000 ongoing tenancies. In addition to innovative software products, the company is dedicated to customer success through robust service and training programs, reinforcing its commitment to being a growth partner for its clients.
Smart Communications
Acquisition in 2016
Smart Communications is a privately held company that specializes in cloud-enabled customer communications management services. It offers a platform designed for personalized, omnichannel conversations, enhancing the customer experience across various sectors including banking, insurance, government, retail, and telecommunications. By providing simple integrations with industry-specific solution providers, Smart Communications delivers Correspondence-as-a-Service (CaaS), empowering businesses to advance beyond traditional communication methods. The company's focus on modern architecture and cloud capabilities enables organizations to effectively manage customer and business communications, ensuring seamless interactions throughout the customer journey.
ClickDimensions
Private Equity Round in 2016
ClickDimensions LLC is a provider of marketing automation solutions specifically designed to integrate with the Microsoft Dynamics customer relationship management (CRM) platform. Founded in 2010 and headquartered in Atlanta, Georgia, the company offers a comprehensive suite of tools that includes email marketing, web tracking, lead scoring, social discovery, campaign tracking, form capture, surveys, and landing pages. These solutions enable organizations to identify potential customers, assess their interest, and engage them effectively. ClickDimensions is recognized for its high-quality offerings, being the highest-rated marketing solution on Microsoft’s Dynamics Marketplace and a Gold Microsoft Partner for CRM. The company also provides additional support through marketing success managers, technical assistance, and training resources. With additional offices in Fargo, North Dakota; Greenville, South Carolina; Tel Aviv, Israel; and The Hague, the Netherlands, ClickDimensions serves a diverse clientele of marketers and entrepreneurs.
Cendyn
Private Equity Round in 2016
Cendyn Corporation is a cloud-based technology company specializing in the hospitality industry, providing online interactive marketing solutions designed to enhance hotel revenue and guest engagement. Founded in 1996 and headquartered in Boca Raton, Florida, Cendyn offers a wide range of services, including website design, digital marketing, and various sales tools such as electronic proposal systems and reservation management solutions. The company’s integrated Customer Relationship Management (CRM) Suite includes tools for guest communications, feedback collection, and data analytics, enabling hotels to optimize their marketing strategies and improve operational performance. With a customer base exceeding 35,000 across more than 150 countries, Cendyn aims to help hoteliers find the right guests, encourage direct bookings, and foster guest loyalty, contributing to over $20 billion in annual hotel revenue. The company operates internationally with additional offices in major cities worldwide, supporting its mission to drive commercial success in the hospitality sector.
Smart Communications
Venture Round in 2016
Smart Communications is a privately held company that specializes in cloud-enabled customer communications management services. It offers a platform designed for personalized, omnichannel conversations, enhancing the customer experience across various sectors including banking, insurance, government, retail, and telecommunications. By providing simple integrations with industry-specific solution providers, Smart Communications delivers Correspondence-as-a-Service (CaaS), empowering businesses to advance beyond traditional communication methods. The company's focus on modern architecture and cloud capabilities enables organizations to effectively manage customer and business communications, ensuring seamless interactions throughout the customer journey.
Kerridge Commercial Systems
Private Equity Round in 2015
Kerridge Commercial Systems Limited is a specialist software and services provider that delivers integrated trading and business management solutions tailored for the distributive trade sector, including wholesalers, distributors, and retailers. Founded in 1976 and headquartered in Hungerford, United Kingdom, the company offers a comprehensive suite of software solutions centered around its K8 business management system. This includes modules for sales order processing, purchase order control, stock control, finance accounting, customer relationship management, and e-commerce, among others. Kerridge's strong focus on research and development ensures innovative solutions for its diverse clientele, which ranges from small traders to multinational enterprises. The company is recognized as an Oracle Gold Partner and Microsoft Partner, serving over 700 customers across more than 5,000 locations in Europe, the Middle East, Africa, and Australasia. With additional offices in Ireland, the Netherlands, South Africa, and the United States, Kerridge Commercial Systems employs over 300 people dedicated to supporting its clients' operational needs.
PrismHR
Private Equity Round in 2014
PrismHR is a software company that specializes in developing enterprise solutions for human resource outsourcing organizations, notably Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). Founded in 1985 and based in Plymouth, Massachusetts, with additional offices in Southborough and Framingham, PrismHR offers a comprehensive payroll, benefits, and HR software platform. This platform includes features such as payroll processing, benefits administration, account management, new hire onboarding, and self-service options. The company serves over 88,000 organizations and 2.2 million worksite employees, processing more than $80 billion in payroll annually. In addition to its software solutions, PrismHR provides professional services including implementation, custom programming, training, and customer support, helping clients streamline their human capital management and enhance operational efficiency. The company was formerly known as F.W. Davison & Company, Inc. before rebranding to PrismHR in February 2015.