Christine Blehle

Partner

Andrew Perlmutter

Principal

Daniel Staff

Senior Associate

Charles Zheng

Vice President

4 past transactions

InvestorFlow

Series A in 2022
InvestorFlow is a CRM and digital engagement platform that enables investment banks, alternative asset managers, fund administrators, and wealth managers to create intelligent digital experiences while significantly increasing productivity and engagement. InvestorFlow integrates deal flow management, fundraising, reporting, and investor services into one cloud-native solution. InvestorFlow's cloud-based applications are highly customizable, allowing for the creation of branded and personalized investor experiences.

Navusoft

Private Equity Round in 2021
Navusoft is a cloud platform for service-based businesses. Their cloud-based solution enables users to log in once to access business applications remotely via phone or tablet. They cover the complete client lifecycle in one system, from sales to service to billing and invoicing. By providing the CSR the required data in dashboard and calendar views, they reduce call times.

Anchor Insurance

Private Equity Round in 2018
Anchor Insurance provides stable, comprehensive, and affordable insurance options to people living in catastrophe-prone areas. The company engages in issuing and underwriting insurance products on behalf of its parent and offers complete coverage of belongings such as furniture, electronics, clothing, and jewelry, enabling customers in catastrophe-prone areas. to receive stable, comprehensive, and affordable insurance options. It was founded in 2014 and is based in St. Petersburg, Florida.

PHP Agency

Private Equity Round in 2017
PHP Agency Inc. is a tech-enabled national financial services organization. PHP partners with leading insurance and annuity carriers and provides a part-time or full-time opportunity to those seeking careers as life insurance agents.
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