Ankona Capital

Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Orca AI, founded in 2018 by a team of Navy veterans, is a maritime technology startup based in the United States. The company offers a comprehensive software solution that leverages artificial intelligence and computer vision to enhance safety, efficiency, and sustainability for shipping companies. Its platform detects, analyzes, and alerts users to dangerous scenarios in waterways and deep waters, significantly reducing the risk of collisions and human error. By October 2024, Orca AI had secured bookings for 900 vessels, with 550 installations completed across various segments of the shipping industry. The platform is utilized by major industry players, including MSC, Seaspan, and NYK. With a workforce of 80 employees, Orca AI operates offices in London, Athens, Singapore, and Tel Aviv, and has raised a total of $38 million in funding over two rounds from venture capitalists in the United States, the United Kingdom, and Israel.

Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Bonusly is a recognition and rewards platform designed to enhance employee engagement and collaboration within organizations. By facilitating peer-to-peer bonuses, the platform allows employees to recognize each other's contributions in a timely manner, fostering a culture of appreciation. Bonusly streamlines the employee engagement process, automating HR tasks and providing actionable insights through powerful analytics. This enables businesses to make informed decisions regarding company culture, professional development, and retention strategies. The platform is user-friendly, with a high adoption rate among employees; most users participate within their first month, and many receive recognition regularly. Bonusly is trusted by a diverse range of organizations, including startups and corporations, and offers integrations with various HR systems and mobile applications, making it adaptable to existing workflows. Through its engaging and social recognition features, Bonusly helps cultivate a shared sense of purpose and alignment with company values.

Alleva is a company that specializes in developing an electronic medical record (EMR) platform focused on behavioral health. Its system is designed to simplify and streamline the daily tasks of medical professionals, allowing them to spend less time on administrative work and more time on patient care. The platform provides features such as remote patient access, task management, and reporting tools that offer insights into patient progress. By leveraging evidence-based treatment modalities, Alleva aims to enhance the quality of care provided to individuals suffering from mental illness and addiction, ultimately supporting healthcare providers in their mission to improve patient outcomes.

Rivet Health, Inc. is a company specializing in healthcare revenue cycle management through its software-as-a-service platform. Founded in 2018 and based in Cottonwood Heights, Utah, Rivet provides tools that enhance financial transparency and operational efficiency for healthcare providers and patients. Its offerings include features that allow providers to quote and collect patient costs upfront and manage payer contracts effectively. The software also helps patients understand their financial responsibilities, detect underpayments, and create accurate estimates, thereby fostering better communication between providers and payers. By addressing the complexities of healthcare transactions, Rivet aims to improve the overall experience for both patients and providers.

Negotiatus Corp. is a New York-based company founded in 2014 that specializes in online purchasing software. Its flagship platform, Negotiatus, is designed to streamline the entire purchasing process for businesses, allowing administrators and users to place orders, manage spending, and submit payments across various vendors efficiently. The platform offers enterprise-level control and analytics, facilitating a simple and powerful experience from sourcing to payment without the complexities of heavy implementation or maintenance. With a quick onboarding process of fewer than two weeks, Negotiatus is trusted by numerous fast-growing companies across diverse industries, including health and wellness and professional services. The software enables businesses to analyze multiple vendor accounts effortlessly, enhancing operational efficiency and financial oversight.

Lawmatics, Inc. is a cloud-based software company that specializes in customer relationship management (CRM), client intake, and marketing automation solutions tailored for law firms. Founded in 2017 and headquartered in San Diego, California, Lawmatics offers a comprehensive platform that includes features such as email drip campaigns, audience segmentation, customizable email suites, electronic signatures, and detailed reporting tools. The software streamlines the client intake process and enhances lead engagement through automated communication, including text messages and emails. With visual analytics and goal tracking capabilities, Lawmatics enables law firms to efficiently manage their client interactions and improve their overall client acquisition strategies.

Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

VideoAmp is a software and data company that develops an integrated platform aimed at transforming the advertising landscape by unifying traditional TV, streaming video, and digital media. Its innovative platform provides measurement and optimization tools that connect media exposures directly to an advertiser's sales, allowing for a more cohesive understanding of audience engagement. By facilitating transactions based on independent measurement as a multi-platform media currency, VideoAmp enables advertisers, agencies, and media sellers to align their strategies effectively. This approach not only optimizes brand marketing investments but also drives real business outcomes, creating efficiencies across various advertising channels.

PropelPLM is a provider of cloud-based Product Lifecycle Management (PLM) software designed to assist companies in their digital transformation efforts. The platform connects various stakeholders, systems, and processes involved in bringing products from concept to market. It serves as a centralized source of product information for the entire value chain, including sales and service teams, facilitating secure and transparent collaboration. This approach enables faster market delivery while enhancing customer satisfaction and meeting global compliance requirements. PropelPLM operates on the Salesforce platform, leveraging its modern cloud infrastructure to ensure a scalable and future-ready solution for businesses seeking to streamline their product development processes.

Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Canopy Tax Inc. is a software company that specializes in providing tax resolution and practice management solutions for accountants and tax professionals. Founded in 2014 and based in Lehi, Utah, the company offers a cloud-based platform that enhances workflow management by integrating tools for client management, document management, invoicing, payment, and project management. Designed to streamline processes and reduce administrative tasks, Canopy's software enables accounting professionals to improve efficiency and enhance the client experience by consolidating essential functions into a single, user-friendly interface. The platform serves thousands of accounting practitioners across the country, helping them to organize their teams and optimize their operations.

Cordial is a developer of a cross-channel messaging and data platform that empowers marketers to deliver personalized and emotionally intelligent communications to their customers. The platform allows businesses to collect, normalize, and activate real-time data from various sources within their technology stack, enabling them to create tailored messages that adapt to changing customer signals. By providing tools to capture and respond to customer behavior, Cordial facilitates meaningful interactions across digital devices, helping brands engage effectively with their audiences. More than 200 brands, including notable names like 1-800 Contacts, La Quinta, and Revolve, utilize Cordial's services to streamline their technology, reduce data silos, and enhance customer experiences that drive business impact.

SOCi, Inc. is a social media management platform designed to help enterprises, multi-location brands, and service providers effectively manage their online presence. Founded in 2012 and headquartered in San Diego, California, the company offers a Software-as-a-Service (SaaS) platform that equips social media managers with essential tools for account management, campaign execution, and reputation oversight. SOCi serves a diverse clientele, including the property management industry, agencies, brands, and franchises, empowering them to automate and scale their marketing efforts across various locations and digital channels. Utilizing advanced generative AI and machine learning, the SOCi platform delivers actionable insights and recommendations, enhancing customer engagement and ensuring a robust digital footprint. With a focus on brand consistency and local optimization, SOCi aids businesses in managing their online reputation while driving significant marketing results.

GoSite, Inc. is a digital platform designed to assist small businesses in transitioning from offline to online operations. Founded in 2013 and headquartered in San Diego, California, GoSite provides a comprehensive suite of tools that includes website building, marketing, business management, and financial management solutions. Its user-friendly drag-and-drop website builder allows businesses to create mobile-ready websites with built-in SEO features, premium hosting, and visitor statistics. Additionally, GoSite enables businesses to improve their online presence by listing them on search engines, promoting them through social media and email, and offering access to on-demand web design services. The platform serves a diverse clientele, including single users, large-scale operators, agencies, franchises, and partnerships, ultimately transforming how these businesses attract and engage with customers in the digital landscape.

GoSite, Inc. is a digital platform designed to assist small businesses in transitioning from offline to online operations. Founded in 2013 and headquartered in San Diego, California, GoSite provides a comprehensive suite of tools that includes website building, marketing, business management, and financial management solutions. Its user-friendly drag-and-drop website builder allows businesses to create mobile-ready websites with built-in SEO features, premium hosting, and visitor statistics. Additionally, GoSite enables businesses to improve their online presence by listing them on search engines, promoting them through social media and email, and offering access to on-demand web design services. The platform serves a diverse clientele, including single users, large-scale operators, agencies, franchises, and partnerships, ultimately transforming how these businesses attract and engage with customers in the digital landscape.

SOCi, Inc. is a social media management platform designed to help enterprises, multi-location brands, and service providers effectively manage their online presence. Founded in 2012 and headquartered in San Diego, California, the company offers a Software-as-a-Service (SaaS) platform that equips social media managers with essential tools for account management, campaign execution, and reputation oversight. SOCi serves a diverse clientele, including the property management industry, agencies, brands, and franchises, empowering them to automate and scale their marketing efforts across various locations and digital channels. Utilizing advanced generative AI and machine learning, the SOCi platform delivers actionable insights and recommendations, enhancing customer engagement and ensuring a robust digital footprint. With a focus on brand consistency and local optimization, SOCi aids businesses in managing their online reputation while driving significant marketing results.

VideoAmp is a software and data company that develops an integrated platform aimed at transforming the advertising landscape by unifying traditional TV, streaming video, and digital media. Its innovative platform provides measurement and optimization tools that connect media exposures directly to an advertiser's sales, allowing for a more cohesive understanding of audience engagement. By facilitating transactions based on independent measurement as a multi-platform media currency, VideoAmp enables advertisers, agencies, and media sellers to align their strategies effectively. This approach not only optimizes brand marketing investments but also drives real business outcomes, creating efficiencies across various advertising channels.

Medallia is a technology company that specializes in customer and employee experience management. Founded in 2001 and headquartered in San Francisco, California, it offers a cloud-based software-as-a-service platform that captures and analyzes experience data from various signal fields generated by customers and employees. Utilizing artificial intelligence, Medallia's platform processes both structured and unstructured data from human, digital, and Internet of Things (IoT) interactions. This comprehensive analysis enables organizations to better understand the needs and preferences of their stakeholders, helping them reduce customer churn, transform detractors into advocates, and identify opportunities for cross-selling and upselling. Medallia's solutions aim to deliver significant returns on investment by enhancing overall engagement and satisfaction.

SOCi, Inc. is a social media management platform designed to help enterprises, multi-location brands, and service providers effectively manage their online presence. Founded in 2012 and headquartered in San Diego, California, the company offers a Software-as-a-Service (SaaS) platform that equips social media managers with essential tools for account management, campaign execution, and reputation oversight. SOCi serves a diverse clientele, including the property management industry, agencies, brands, and franchises, empowering them to automate and scale their marketing efforts across various locations and digital channels. Utilizing advanced generative AI and machine learning, the SOCi platform delivers actionable insights and recommendations, enhancing customer engagement and ensuring a robust digital footprint. With a focus on brand consistency and local optimization, SOCi aids businesses in managing their online reputation while driving significant marketing results.

Cordial is a developer of a cross-channel messaging and data platform that empowers marketers to deliver personalized and emotionally intelligent communications to their customers. The platform allows businesses to collect, normalize, and activate real-time data from various sources within their technology stack, enabling them to create tailored messages that adapt to changing customer signals. By providing tools to capture and respond to customer behavior, Cordial facilitates meaningful interactions across digital devices, helping brands engage effectively with their audiences. More than 200 brands, including notable names like 1-800 Contacts, La Quinta, and Revolve, utilize Cordial's services to streamline their technology, reduce data silos, and enhance customer experiences that drive business impact.

VideoAmp is a software and data company that develops an integrated platform aimed at transforming the advertising landscape by unifying traditional TV, streaming video, and digital media. Its innovative platform provides measurement and optimization tools that connect media exposures directly to an advertiser's sales, allowing for a more cohesive understanding of audience engagement. By facilitating transactions based on independent measurement as a multi-platform media currency, VideoAmp enables advertisers, agencies, and media sellers to align their strategies effectively. This approach not only optimizes brand marketing investments but also drives real business outcomes, creating efficiencies across various advertising channels.

Orca AI, founded in 2018 by a team of Navy veterans, is a maritime technology startup based in the United States. The company offers a comprehensive software solution that leverages artificial intelligence and computer vision to enhance safety, efficiency, and sustainability for shipping companies. Its platform detects, analyzes, and alerts users to dangerous scenarios in waterways and deep waters, significantly reducing the risk of collisions and human error. By October 2024, Orca AI had secured bookings for 900 vessels, with 550 installations completed across various segments of the shipping industry. The platform is utilized by major industry players, including MSC, Seaspan, and NYK. With a workforce of 80 employees, Orca AI operates offices in London, Athens, Singapore, and Tel Aviv, and has raised a total of $38 million in funding over two rounds from venture capitalists in the United States, the United Kingdom, and Israel.