Ankona Capital

Ankona Capital is a venture capital firm established in 2019 and based in Newport Beach, California. The firm specializes in early-stage and growth capital investments, focusing primarily on business-to-business software and software-enabled services companies. Ankona typically invests between $5 million and $15 million in equity per transaction, targeting companies with annual revenues between $5 million and $15 million. The firm generally seeks minority stakes in its portfolio companies and prefers to hold a Board seat. With a team that boasts over 50 years of combined experience in software, Ankona Capital aims to invest outside of Silicon Valley, leveraging its expertise to support emerging growth companies.

Josh Harmsen

Managing Director

Jason Koch

Operating Partner

Newth Morris

Managing Director

Mike Murphy

Managing Partner

Gardner Smith

Associate

Jared Smith

Managing Director

13 past transactions

Rivet

Series B in 2022
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.

Order

Series B in 2022
Negotiatus Corp. specializes in online purchasing software, offering a platform that streamlines the entire purchasing process for businesses. Founded in 2014 and based in New York, the company provides a solution that allows users to easily place orders, manage spending, and process payments across various vendors. Negotiatus is designed to enhance efficiency for operations and finance teams, significantly reducing the time required for order placement. The software is utilized by a diverse array of rapidly growing companies in sectors such as health and wellness, professional services, and co-working environments. By delivering enterprise-level control and analytics without complex implementation and maintenance, Negotiatus enables businesses to onboard quickly, typically within two weeks, while maintaining a consistent and user-friendly experience.

Lawmatics

Series A in 2021
Lawmatics, Inc. provides an online cloud-based customer relationship management (CRM), client intake, and marketing automation platform tailored for law firms. Founded in 2017 and located in San Diego, California, the company offers a comprehensive suite of tools designed to enhance operational efficiency and client engagement. Its software automates the entire client acquisition process, from lead generation to client onboarding, including features such as email drip campaigns, custom forms, e-signatures, and file requests. Additionally, Lawmatics provides visual analytics, custom reporting, and goal tracking solutions to help law firms monitor their performance and improve client intake. By facilitating immediate follow-up with potential clients through automated communications, Lawmatics aims to support law firms in expanding their client base effectively.

Canopy

Venture Round in 2021
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

Series F in 2021
VideoAmp is a technology company that offers a comprehensive platform for data-driven advertising, enabling advertisers to optimize their investments across linear TV, OTT, and digital video. The platform provides essential tools for measuring ad performance against relevant business outcomes, utilizing large, high-quality commingled TV datasets and advanced data science methodologies. VideoAmp aims to deliver a privacy-compliant suite of solutions for advertisers, agencies, and publishers to analyze and enhance the full path to conversion. The company measures and optimizes billions in advertising spend annually and has garnered support from several prominent venture capital groups, including The Raine Group and RTL Group.

PropelPLM

Series C in 2021
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

Series C in 2021
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.

SOCi

Series D in 2021
SOCI, Inc. is a social media management platform designed to help enterprises, multi-location brands, and service providers effectively manage their social media presence. Founded in 2012 and based in San Diego, California, the company offers a Software-as-a-Service (SaaS) solution that provides social media managers with essential tools for account management and customer training through a dedicated portal. SOCI's platform enables brands, national franchises, and marketing agencies to automate their marketing efforts, generate actionable insights, and create engaging content for campaigns and reputation management. By focusing on the property management sector and other multi-location enterprises, SOCI helps clients strengthen their digital presence and maintain their reputations across various social platforms.

GoSite

Series B in 2020
GoSite, Inc. is a digital platform designed to support small businesses, particularly those providing local services in the U.S. Established in 2013 and headquartered in San Diego, California, the company offers an all-in-one, cloud-based solution that facilitates the transition from offline to online business operations. Its platform includes tools for website creation, marketing, business management, and financial management, enabling users to build mobile-ready websites with features such as built-in SEO and statistics tracking. GoSite also provides services like domain registration, professional web design, and online promotion through social media and email. By offering a comprehensive suite of tools, GoSite helps small business owners connect with customers more effectively and manage their operations efficiently.

GoSite

Series A in 2020
GoSite, Inc. is a digital platform designed to support small businesses, particularly those providing local services in the U.S. Established in 2013 and headquartered in San Diego, California, the company offers an all-in-one, cloud-based solution that facilitates the transition from offline to online business operations. Its platform includes tools for website creation, marketing, business management, and financial management, enabling users to build mobile-ready websites with features such as built-in SEO and statistics tracking. GoSite also provides services like domain registration, professional web design, and online promotion through social media and email. By offering a comprehensive suite of tools, GoSite helps small business owners connect with customers more effectively and manage their operations efficiently.

SOCi

Series C in 2019
SOCI, Inc. is a social media management platform designed to help enterprises, multi-location brands, and service providers effectively manage their social media presence. Founded in 2012 and based in San Diego, California, the company offers a Software-as-a-Service (SaaS) solution that provides social media managers with essential tools for account management and customer training through a dedicated portal. SOCI's platform enables brands, national franchises, and marketing agencies to automate their marketing efforts, generate actionable insights, and create engaging content for campaigns and reputation management. By focusing on the property management sector and other multi-location enterprises, SOCI helps clients strengthen their digital presence and maintain their reputations across various social platforms.

VideoAmp

Series C in 2019
VideoAmp is a technology company that offers a comprehensive platform for data-driven advertising, enabling advertisers to optimize their investments across linear TV, OTT, and digital video. The platform provides essential tools for measuring ad performance against relevant business outcomes, utilizing large, high-quality commingled TV datasets and advanced data science methodologies. VideoAmp aims to deliver a privacy-compliant suite of solutions for advertisers, agencies, and publishers to analyze and enhance the full path to conversion. The company measures and optimizes billions in advertising spend annually and has garnered support from several prominent venture capital groups, including The Raine Group and RTL Group.

SOCi

Series B in 2018
SOCI, Inc. is a social media management platform designed to help enterprises, multi-location brands, and service providers effectively manage their social media presence. Founded in 2012 and based in San Diego, California, the company offers a Software-as-a-Service (SaaS) solution that provides social media managers with essential tools for account management and customer training through a dedicated portal. SOCI's platform enables brands, national franchises, and marketing agencies to automate their marketing efforts, generate actionable insights, and create engaging content for campaigns and reputation management. By focusing on the property management sector and other multi-location enterprises, SOCI helps clients strengthen their digital presence and maintain their reputations across various social platforms.
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