Ankona Capital

Ankona Capital is a venture capital firm founded in 2019 and based in Los Angeles, California. The firm specializes in early-stage and growth capital investments, focusing primarily on B2B SaaS and software-enabled services companies. Ankona Capital 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 secure a Board seat to support their growth. Notably, Ankona Capital aims to invest outside of Silicon Valley, leveraging the extensive experience of its team, which boasts over 50 years of combined expertise in the software sector.

Jon Bauch

Co-Founder

Josh Harmsen

Managing Director

Newth Morris

Managing Director

Mike Murphy

Managing Partner

Gardner Smith

Associate

Jared Smith

Managing Director

24 past transactions

Canopy

Series C in 2025
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

Venture Round in 2024
Orca AI is a maritime technology company founded in 2018 by Navy veterans, based in the United States. The company specializes in a software solution that leverages artificial intelligence and computer vision to enhance the operational safety, efficiency, and sustainability of shipping companies. Its platform focuses on managing vessel data to detect, analyze, and alert users to hazardous scenarios in waterways and deep waters. By October 2024, Orca AI had secured bookings for 900 vessels, with 550 installations completed, earning the trust of major industry players across various shipping segments. The company's system aims to reduce collisions and prevent human error, thereby enabling crews to make informed decisions in critical situations. Orca AI has raised $38 million in funding from venture capitalists in the US, UK, and Israel and has a workforce of 80 employees across offices in London, Athens, Singapore, and Tel Aviv.

Canopy

Venture Round in 2024
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

Series B in 2023
Bonusly is a recognition and rewards platform designed to enhance employee engagement by facilitating peer-to-peer bonuses and recognition. By celebrating everyday contributions and key milestones, Bonusly helps organizations improve collaboration, productivity, and retention. The platform automates HR processes, incentivizes participation in company initiatives, and provides digital rewards that employees appreciate. With powerful analytics tools, Bonusly offers insights into employee experiences at individual, team, and company levels, aiding strategic decisions related to culture and performance management. The platform encourages social recognition, helping employees understand and embody the company's core values. Bonusly is user-friendly, with a simple interface that promotes frequent usage; 89% of users participate within their first month, and 79% receive recognition monthly. Trusted by a diverse array of organizations, Bonusly integrates seamlessly with existing tools, offering robust options such as HRIS, SSO, and mobile apps, making employee recognition accessible regardless of location.

Alleva

Series A in 2022
Alleva offers an electronic medical record (EMR) platform specifically designed for behavioral health, focusing on evidence-based treatment modalities. The platform aims to simplify and streamline daily tasks for medical professionals, allowing clinicians to dedicate more time to patient care rather than administrative duties. With features that support remote patient consultations, task management, and reporting tools, Alleva provides valuable insights into patient progress. By enhancing the efficiency of healthcare providers, Alleva's mission is to improve the lives of individuals suffering from mental health and addiction issues through innovative technology.

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. 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

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 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.

Propel Software Solutions

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 A 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.

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.

Cordial

Series B in 2021
Cordial is a developer of a cross-channel messaging and data platform that empowers marketers to deliver personalized and emotionally intelligent messages to their customers. The platform enables businesses to collect, normalize, and activate real-time data from various sources within their technology stack, allowing for tailored communication that adapts to changing customer signals. By consolidating technology and eliminating data silos, Cordial helps over 200 brands, including 1-800 Contacts, La Quinta, and Revolve, create engaging brand experiences that enhance customer interactions and drive revenue. The platform facilitates real-time messaging based on customer behavior, enabling brands to connect meaningfully with consumers across all digital devices.

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 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

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 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

Series C in 2019
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

Series B in 2019
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

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 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

Series B in 2018
Cordial is a developer of a cross-channel messaging and data platform that empowers marketers to deliver personalized and emotionally intelligent messages to their customers. The platform enables businesses to collect, normalize, and activate real-time data from various sources within their technology stack, allowing for tailored communication that adapts to changing customer signals. By consolidating technology and eliminating data silos, Cordial helps over 200 brands, including 1-800 Contacts, La Quinta, and Revolve, create engaging brand experiences that enhance customer interactions and drive revenue. The platform facilitates real-time messaging based on customer behavior, enabling brands to connect meaningfully with consumers across all digital devices.

VideoAmp

Series B in 2017
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

Orca AI is a maritime technology company founded in 2018 by Navy veterans, based in the United States. The company specializes in a software solution that leverages artificial intelligence and computer vision to enhance the operational safety, efficiency, and sustainability of shipping companies. Its platform focuses on managing vessel data to detect, analyze, and alert users to hazardous scenarios in waterways and deep waters. By October 2024, Orca AI had secured bookings for 900 vessels, with 550 installations completed, earning the trust of major industry players across various shipping segments. The company's system aims to reduce collisions and prevent human error, thereby enabling crews to make informed decisions in critical situations. Orca AI has raised $38 million in funding from venture capitalists in the US, UK, and Israel and has a workforce of 80 employees across offices in London, Athens, Singapore, and Tel Aviv.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.