InvestorFlow
Series A in 2022
InvestorFlow is a cloud-based platform that streamlines operations for investment banks, asset managers, fund administrators, and wealth managers. It integrates deal flow management, fundraising, reporting, and investor services into a single, customizable solution, enabling branded digital experiences and increased productivity.
Navusoft
Private Equity Round in 2021
Navusoft is a cloud-based software platform for service-based businesses, providing an integrated ERP and CRM through a SaaS solution. It offers sales and service information, billing, accounting, and operations management in a single system, enabling the full client lifecycle from initial contact to service delivery and invoicing. By delivering data via dashboards and calendar views for customer-service roles, Navusoft aims to streamline interactions, increase efficiency, and reduce call times. The platform supports industries such as waste collection and product recycling, enabling organizations to manage customer relationships, workflows, and financials within one unified platform.
Anchor Insurance
Private Equity Round in 2018
Anchor Insurance Holdings, Inc. is a provider of property and casualty insurance products, focusing on delivering stable and affordable insurance solutions to individuals in catastrophe-prone areas. Founded in 2014 and headquartered in St. Petersburg, Florida, the company specializes in issuing and underwriting a range of insurance products, including property coverage that protects valuable belongings such as furniture, electronics, clothing, and jewelry. By prioritizing comprehensive coverage, Anchor Insurance aims to offer its customers peace of mind and financial security in the face of potential disasters.
PHP Agency
Private Equity Round in 2017
PHP Agency Inc. is a financial services organization based in Addison, Texas, specializing in insurance brokerage and marketing. The company partners with prominent insurance and annuity carriers to offer a range of life insurance products, including term life, no exam life, indexed universal life, and fixed indexed annuities. PHP Agency provides opportunities for individuals to pursue careers as life insurance agents, whether on a part-time or full-time basis, leveraging technology to enhance its services and outreach within the financial sector.