Private Equity Round in 2022
Insellerate, LLC is a company based in Costa Mesa, California, that specializes in sales automation solutions tailored for the mortgage lending and real estate sectors. Founded in 2012, Insellerate provides a cloud-based platform that enhances borrower engagement and accelerates the sales process. Its key products include inFlow for sales force automation and lead management, inSight for real-time sales dashboard reporting, and inTouch for automated personalized email marketing. The platform integrates seamlessly with existing software systems, offering a scalable and configurable solution designed to improve lead conversion rates and reduce origination costs. Insellerate's services are particularly relevant for highly regulated businesses, as the company holds SOC 2 and SSAE 18 certifications, ensuring compliance with industry standards.
Kyverna Therapeutics, Inc. is a clinical-stage biopharmaceutical company based in Berkeley, California, specializing in the development of cell therapies for serious autoimmune diseases. Founded in 2018, Kyverna employs advanced T cell engineering and synthetic biology technologies to target and eliminate autoreactive immune cells, addressing the root causes of inflammatory diseases. The company is advancing its therapeutic platform with product candidates such as KYV-101, an autologous CD19 CAR T-cell therapy, and KYV-201, an allogeneic version utilizing the same chimeric antigen receptor. Through these innovative approaches, Kyverna aims to provide effective treatments and potential cures for patients suffering from autoimmune conditions.
Developer of air traffic control simulation systems intended for air navigation service providers, military organizations, universities and airports. The company develops flight simulation training devices and offers air traffic control, navigation and pilot training, enabling airfield drivers and operators to get real experiences in training.
SmartCommerce helps CPG brands like P&G, Unilever and Nestle get their products into retailer carts. SmartCommerce provides the shortest, simplest path into the shopping carts at the customers’ choice of retailers. The international SmartCommerce team has decades of experience in CPG eCommerce (it’s their passion), and would love the opportunity to show you what their next-gen eCommerce tools could be doing for your brand!
Impact Analytics Inc. provides business intelligence and insights for organizations in banking, media, retail, hospitality, e-commerce, pharmaceutical, education, and consumer goods industries worldwide. The company serves various business verticals through a blend of business consulting, data science, and technology. Its solutions include consumer analytics, marketing analytics, pricing analytics, social media analytics, geo analytics, audience engagement, and reporting. The company also develops iOS applications for clients that help them to record data directly from their field employees. Impact Analytics Inc. was founded in 2014 and is based in Linthicum, Maryland.
Mediant Communications Inc. specializes in investor communications solutions for brokers, corporate issuers, and funds. Founded in 2002 and based in New York, the company offers a range of services including print and electronic proxy distribution, document hosting, online reporting, and shareholder surveys. Mediant's MIC platform integrates various applications to enhance visibility throughout the investor communications lifecycle. Their services encompass proxy distribution, voting options, regulatory reporting, and corporate action notifications, ensuring compliance with industry regulations. Mediant aims to streamline the communication process for financial institutions, enabling them to manage interactions effectively and improve customer relationships. The company operates additional facilities in New Jersey and North Carolina, with field offices in Chicago and Los Angeles.
MessageGears, LLC is an Atlanta-based company that develops an enterprise email marketing solution aimed at enhancing marketers' ability to deliver personalized and high-volume marketing messages. Founded in 2010, the company offers a platform called Engage, which simplifies data access and usage for effective message personalization. This solution empowers marketers to manage their triggered and transactional email programs, modify and test messages, and deploy changes efficiently. By utilizing a hybrid technology model, MessageGears combines the security of on-premises software with the scalability of cloud solutions. The platform features capabilities such as data security, segmentation, campaign automation, and actionable analytics, while also ensuring high email deliverability through dedicated IP addresses and reputation monitoring. MessageGears serves top brands, enabling them to overcome the limitations of traditional marketing cloud email systems and optimize their marketing campaigns.
Orion Labs, Inc. is a voice communication and workflow platform designed for mobile teams, facilitating real-time, secure voice communication and data messaging across a range of connected devices and applications. The platform includes various features such as a Push to Talk app, a web-based command center, advanced location services, and AI workflows, enabling teams in industries like hospitality, transportation, manufacturing, and healthcare to collaborate effectively without losing focus. The company's solutions can integrate with traditional VoIP and Land Mobile Radio systems, enhancing their versatility. Founded in 2013 and headquartered in San Francisco, Orion Labs was previously known as OnBeep, Inc. and rebranded in 2015. It has established strategic alliances with organizations like ResponderXLabs and the FirstNet Association, and it sells its products primarily online to customers in the United States and Canada. Orion Labs has received multiple accolades, including recognition as an IDC Innovator and awards for its innovative technologies in voice and IoT solutions.
Centercode, Inc., founded in 2001 and based in Laguna Hills, California, specializes in developing beta test management solutions and customer validation software tailored for hardware and software companies. The company provides a comprehensive platform that facilitates Alpha, Beta, and Delta testing, enabling organizations to build high-quality products through effective customer testing programs. Centercode's offerings include Centercode Connect, a software solution designed for managing various testing initiatives, as well as services for recruiting and managing testers, conducting tests, and analyzing results. By providing a secure online portal for coordinated beta programs, Centercode supports businesses in launching successful products with confidence.
Private Equity Round in 2018
EmpowerMX is a US-based software development and consulting firm specializing in aviation maintenance solutions. The company employs a diverse international team of experts in aviation maintenance, IT, business analysis, and product support. EmpowerMX focuses on enhancing aviation safety while helping clients reduce costs associated with maintaining their aircraft fleets. Their flagship product, the FleetCycle ERP software, streamlines aircraft maintenance processes by managing maintenance requirements, planning, and recording actions, while providing consistent data for reporting and analysis. This enables airline operators and other clients to optimize their workforce and improve delivery schedules. EmpowerMX also offers consulting services and back-office business process outsourcing to further assist clients in achieving significant improvements in operational efficiency, including increased application uptime and reduced production costs.
AdhereTech Inc. develops smart pill bottles designed to monitor medication adherence for patients on specialty medications. Founded in 2011 and based in New York, the company utilizes technology that accurately measures the contents of pill bottles and liquid medication. This data is wirelessly uploaded to a server, enabling the system to send reminders to patients who have missed doses. AdhereTech's devices are clinically proven to enhance patient adherence, leading to improved health outcomes as patients remain on life-saving therapies longer. The company's solutions are utilized by major pharmaceutical manufacturers and distributed through leading specialty pharmacies, contributing to better patient care and support.
Private Equity Round in 2018
Provider of technical workforce recruitment services intended to serve aviation, manufacturing and ground transportation companies. The company's service connects aviation professionals such as mechanics, technicians, engineers and machinists with employment and provides avionics, structures and aircraft-on-ground teams for project-based operations, enabling airlines, aircraft maintenance, repair and overhaul markets, aircraft original equipment manufacturers and service centers to hire skilled professionals and procure flexible, customer-driven and technologically advanced staffing services.
Chrome River Technologies, Inc. specializes in automated expense and invoice management solutions. The company offers a range of services including data integrations, fraud management, corporate card reconciliation, and expense policy automation. Its software products, such as Chrome River EXPENSE, Chrome River INVOICE, Chrome River AUDIT, and Chrome River ANALYTICS, enable organizations to manage costs effectively through real-time policy compliance, simplified invoice processing, error detection, and actionable reporting. Chrome River serves various industries including legal, healthcare, manufacturing, and technology, providing a user-friendly interface across devices like smartphones and tablets. Founded in 2007 and headquartered in Los Angeles, California, the company also has offices in several countries including Canada, the UK, Germany, and India. Chrome River operates as a subsidiary of Certify Inc.
Flightdocs has been empowering aircraft operators through our comprehensive maintenance tracking software since 2003.
Founded in Long Island, New York, we have helped lead the rapid adoption of software technology in the aviation industry, and were the first maintenance tracking provider to offer a web-based solution, an iPad application, and fully compliant electronic sigature. Today, headquartered in beautiful Southwest Florida, Flightdocs is proud to support thousands of aircraft worldwide.
They’re proud of where we come from, but we’re even more excited as to where we’re going. Flightdocs is rapidly growing year-over-year, with increased product features, dedicated customer service, and partnerships with other thought-leaders in the industry.
Resonate's pioneering approach goes beyond traditional targeting on broad demographics, past behaviors or general interests. Political campaigns, advocacy groups and major consumer brands now use Resonate's motivations based targeting to deliver successful online ad campaigns based on otherwise unidentifiable values such as patriotism, environmentalism, taste for luxury, interest in innovation and thousands of other human dimensions.
Orion Labs, Inc. is a voice communication and workflow platform designed for mobile teams, facilitating real-time, secure voice communication and data messaging across a range of connected devices and applications. The platform includes various features such as a Push to Talk app, a web-based command center, advanced location services, and AI workflows, enabling teams in industries like hospitality, transportation, manufacturing, and healthcare to collaborate effectively without losing focus. The company's solutions can integrate with traditional VoIP and Land Mobile Radio systems, enhancing their versatility. Founded in 2013 and headquartered in San Francisco, Orion Labs was previously known as OnBeep, Inc. and rebranded in 2015. It has established strategic alliances with organizations like ResponderXLabs and the FirstNet Association, and it sells its products primarily online to customers in the United States and Canada. Orion Labs has received multiple accolades, including recognition as an IDC Innovator and awards for its innovative technologies in voice and IoT solutions.
NuORDER Inc. operates an online wholesale platform tailored for the fashion industry, connecting brands and retailers to facilitate B2B sales. Founded in 2011 and based in West Hollywood, California, the platform serves over 900 vendors and more than 250,000 buyers. It allows fashion brands to enhance their sales by reaching a broader range of accounts more efficiently, while enabling buyers to discover new brands and products. NuORDER's features include access to real-time sales and inventory data, product browsing, and order placement through both web and mobile applications, available 24/7. The platform is designed to support various product categories, making it adaptable for businesses selling items ranging from clothing to consumer electronics, thereby fostering a collaborative wholesale process.
Conner Industries is a prominent manufacturer of industrial wood products and packaging solutions, serving a diverse range of sectors including aerospace, automotive, defense, and food and beverage industries. With over 30 years of experience, the company specializes in providing cut lumber—such as softwoods, hardwoods, and panel woods—essential for creating pallets, crates, skids, and industrial containers. Conner Industries operates 13 manufacturing plants across 10 states, ensuring a robust supply chain and competitive pricing for its customers. The company is committed to delivering high-quality products and services that meet the needs of the industrial and materials handling markets.
Private Equity Round in 2016
Ytel, Inc. specializes in providing cloud-based communications solutions tailored for businesses. Founded in 2012 and based in Foothill Ranch, California, the company offers a range of services including Cloud Contact Center solutions, SimpleDial for outbound calling, a multi-channel communications API called message360° for integrating voice, text, email, and direct mail features, and sipPro, a SIP trunking service. Ytel's platform empowers businesses and developers to seamlessly integrate SMS and voice capabilities into applications, enhancing customer engagement and improving lead conversion through predictive dialer software. Their solutions support billions of interactions on a proprietary network, helping clients increase revenue and optimize operational efficiency.
Yello, Inc. develops talent acquisition software solutions. The company offers campus recruiting, event management, interview scheduling, mobile recruiting, talent relationship management, referral, video interviewing, and evaluation management software products. It serves clients ranging from Fortune 500 global enterprises to high-growth and early-stage companies. Yello, Inc. was formerly known as Recsolu, Inc. and changed its name to Yello, Inc. in June 2015. The company was founded in 2008 and is based in Chicago, Illinois.
Aventri, Inc. operates a cloud-based event and meeting management platform that serves a diverse range of industries, including education, finance, technology, media, and non-profits. Its software supports event planners and managers by facilitating various functions such as registration, event website creation, email marketing, and venue sourcing. The platform is designed to enhance event performance through real-time data analytics and insights, enabling users to measure customer engagement and optimize event outcomes. Aventri's solutions cater to a wide array of event types, including conferences, trade shows, virtual and hybrid events, and internal meetings. Founded in 1998 and based in Norwalk, Connecticut, the company has expanded its presence with additional offices in the United States, Europe, the Middle East, and the Asia Pacific. Previously known as eTouches, Aventri rebranded in July 2018 to reflect its focus on data-driven event management.
StructuredWeb, Inc. is a company that provides an integrated channel marketing platform designed for global enterprises to enhance collaboration with their teams, channel partners, and agencies in executing demand generation programs. The platform features a partner marketing library, content syndication tools, lead management capabilities, and opportunity management tools that assist partners in tracking their sales processes. Additionally, it includes a robust reporting and analytics system, automated lead distribution, and CRM integration. StructuredWeb also offers services such as partner adoption, campaign development, telemarketing, and channel marketing consulting, aiding businesses in reducing costs, improving conversion rates, and ultimately closing more deals. Founded in 1998 and based in New York, the company aims to simplify and scale channel marketing efforts for its clients.
Private Equity Round in 2015
Hanweck is a leading provider of real-time risk analytics focused on the global derivatives markets, catering to banks, broker-dealers, hedge funds, central counterparties, and exchanges. Established in 2003 and transitioning from consulting to product development in 2006, Hanweck specializes in addressing large-scale risk challenges where the number of instruments and positions can reach millions. The firm has pioneered the use of graphics processing unit (GPU) hardware accelerated computing within the equity derivatives market, positioning itself as an industry leader. Hanweck offers a range of data products and custom integrated solutions, as well as risk measurement services across various asset classes, including fixed income products and derivatives. Their risk analytics platform provides high-performance management and trading services, delivering comprehensive, real-time, and cross-asset risk analytics with flexible integration options to streamline customer risk architecture.
Hanweck is a leading provider of real-time risk analytics focused on the global derivatives markets, catering to banks, broker-dealers, hedge funds, central counterparties, and exchanges. Established in 2003 and transitioning from consulting to product development in 2006, Hanweck specializes in addressing large-scale risk challenges where the number of instruments and positions can reach millions. The firm has pioneered the use of graphics processing unit (GPU) hardware accelerated computing within the equity derivatives market, positioning itself as an industry leader. Hanweck offers a range of data products and custom integrated solutions, as well as risk measurement services across various asset classes, including fixed income products and derivatives. Their risk analytics platform provides high-performance management and trading services, delivering comprehensive, real-time, and cross-asset risk analytics with flexible integration options to streamline customer risk architecture.
BuyerQuest was founded on the idea that enterprise procurement should be just as easy as B2C eCommerce and delivers an eCommerce shopping experience for all Goods AND Services across the enterprise.
BuyerQuest enables Procurement Teams to drive compliance through widespread user adoption.
ITS Compliance, Inc. specializes in compliance and risk management solutions tailored for private, for-hire, and leasing companies across the United States. Founded in 1983 and headquartered in Sun Prairie, Wisconsin, the company offers a comprehensive suite of services, including fleet permit and inventory administration, licensing and registration, fuel tax reporting, driver log auditing, and the management of driver qualification files. Additionally, ITS Compliance provides tracking for periodic inspections, inspector qualifications, driver vehicle inspections, and maintenance items. The company's emphasis on personalized service and technology-driven solutions enables clients to effectively measure, monitor, and manage their compliance needs, ensuring they meet regulatory requirements efficiently.
Fleetworthy Solutions, Inc. is a provider of cloud-based platform tools and outsourced compliance services tailored for the transportation industry. Founded in 1983 and based in Madison, Wisconsin, the company offers a range of products, including eFleet Forms, which digitizes paper forms into a customizable online portal; eFleet Hub, which consolidates data and simplifies processes; and Comply 2.0, a compliance platform focused on safety, productivity, and profitability for commercial motor carriers. In addition, Fleetworthy Solutions provides services such as consulting, audit support, driver qualification file management, and fuel tax reporting. These offerings help truck fleet owners and operators comply with federal, state, and local regulations while streamlining operations and reducing costs.
Mediant Communications Inc. specializes in investor communications solutions for brokers, corporate issuers, and funds. Founded in 2002 and based in New York, the company offers a range of services including print and electronic proxy distribution, document hosting, online reporting, and shareholder surveys. Mediant's MIC platform integrates various applications to enhance visibility throughout the investor communications lifecycle. Their services encompass proxy distribution, voting options, regulatory reporting, and corporate action notifications, ensuring compliance with industry regulations. Mediant aims to streamline the communication process for financial institutions, enabling them to manage interactions effectively and improve customer relationships. The company operates additional facilities in New Jersey and North Carolina, with field offices in Chicago and Los Angeles.
Chrome River Technologies, Inc. specializes in automated expense and invoice management solutions. The company offers a range of services including data integrations, fraud management, corporate card reconciliation, and expense policy automation. Its software products, such as Chrome River EXPENSE, Chrome River INVOICE, Chrome River AUDIT, and Chrome River ANALYTICS, enable organizations to manage costs effectively through real-time policy compliance, simplified invoice processing, error detection, and actionable reporting. Chrome River serves various industries including legal, healthcare, manufacturing, and technology, providing a user-friendly interface across devices like smartphones and tablets. Founded in 2007 and headquartered in Los Angeles, California, the company also has offices in several countries including Canada, the UK, Germany, and India. Chrome River operates as a subsidiary of Certify Inc.
Wimba is a developer and provider of collaborative learning software solutions tailored for the education sector, including Further and Higher Education as well as K-12 institutions. The company offers a range of software tools designed to facilitate online classes, meetings, and training sessions. Additionally, Wimba provides publishing services and solutions that are commonly utilized in academic publishing, enhancing the learning experience and promoting effective communication in educational environments.
MarginPoint Inc. is a provider of cloud-based indirect materials management solutions tailored for the industrial sector. The company offers a comprehensive software platform, MarginPoint 8, which helps industrial organizations streamline their indirect materials processes, thereby reducing costs and enhancing profitability while maintaining operational efficiency. Key products include MarginPoint Storeroom for managing indirect material inventories, MarginPoint Mobile Storeroom for mobile inventory management, and various vendor and customer managed inventory solutions that automate replenishment processes. Additionally, MarginPoint provides vending solutions for automated dispensing of materials and integration toolkits for connecting with enterprise systems. The company serves a diverse range of industries, including construction, manufacturing, and healthcare, and has established a customer base of over 400 industrial companies. Founded in 1999 and based in Lake Forest, California, MarginPoint was previously known as Nexiant Inc. and rebranded in 2013.
DispenseSource is a company dominated by energy, industry experience and a commitment to building lasting solutions for their customers' supply management challenges. Their technology and team combine to provide solutions that help businesses gain control of their supply spending. They do this by providing information so that their customers can collaborate with their supply chain partners, vendors and distributors. They provide additional value by creating efficiencies in the way customers track and manage supplies in their organization.
ExpertPlan specializes in providing simple and affordable retirement plan solutions tailored for small employers, leveraging technology to enhance service delivery. As a leader in the defined contribution market, the firm manages retirement services for thousands of organizations, overseeing billions in retirement assets. In addition to its core retirement plan offerings, ExpertPlan provides a comprehensive suite of consulting services, including cash balance retirement plans, defined benefit plans, and hybrid plans that combine defined benefit and defined contribution elements. Now part of the Ascensus family, ExpertPlan maintains its role as a trusted independent partner, serving a diverse range of clients including asset management firms, third-party administrators, registered investment advisors, broker-dealers, insurance companies, and payroll providers.
SecurePipe
Venture Round in 2004
SecurePipe, founded in 1996, provides security solutions to customers in a wide variety of industries including manufacturing, healthcare, banking, environmental response, consumer products and technology offering a three-tiered solution that combines managing, monitoring and maintaining network security. With a serious commitment to the individual customer relationship, we specialize in configuring and monitoring each system to meet the specific security needs of each customer.
Paciolan, founded in 1980, specializes in providing sports and entertainment venues with innovative software solutions for automated ticketing. The company offers a fully integrated system that encompasses ticketing, marketing, and fundraising, enabling venues to effectively manage customer relationships and enhance their brand and revenue potential. By focusing on filling empty seats and capturing unrealized revenues, Paciolan supports venues in strengthening their brands and building meaningful customer relationships. With over 30 years of experience in developing and implementing advanced technology solutions, Paciolan positions itself not just as a ticketing provider, but as a technology leader dedicated to helping venues optimize their ticket sales strategies.
Private Equity Round in 2000
Paciolan, founded in 1980, specializes in providing sports and entertainment venues with innovative software solutions for automated ticketing. The company offers a fully integrated system that encompasses ticketing, marketing, and fundraising, enabling venues to effectively manage customer relationships and enhance their brand and revenue potential. By focusing on filling empty seats and capturing unrealized revenues, Paciolan supports venues in strengthening their brands and building meaningful customer relationships. With over 30 years of experience in developing and implementing advanced technology solutions, Paciolan positions itself not just as a ticketing provider, but as a technology leader dedicated to helping venues optimize their ticket sales strategies.
Based in Seattle, Washington, WholesalePortal.com (www.wholesaleportal.com) is the leading Internet-based B2B marketplace, transaction service, and information portal, facilitating transactions for wholesale buyers and sellers. Directing its efforts toward smaller suppliers and buyers who are underserved by the traditional distribution channels, the Company's initial focus is in the specialty foods industry, through its WPGourmet vertical, with plans for future expansion into additional markets. The Company's management team consists of a unique blend of highly experienced technology and e-business professionals, alongside gourmet food industry veterans.
Based in Sunnyvale, Calif., Project Napa is a pre-launch, second-generation Internet company. Project Napa was founded in March 2000 and has been selected as a leading participant in the IBM-Conxion DotCom Incubator Program.
Applied Data Systems designs, develops, and produces application-ready embedded computer systems. It was founded in 1995 and is based in Columbia, Maryland.
Dynamic Mobile Data Systems, Inc. specializes in mobile resource management solutions designed for midsize to large enterprises. The company offers a range of products, including MobileServer, which serves as a wireless platform for two-way communications, and the Dynamic Mobile Application Suite, a collection of configurable applications that facilitate the transfer of corporate information to mobile resources. Additionally, it provides Heads-Up!, a business activity monitoring application, and MobileDispatch, a solution for time-sensitive communications and status tracking. The company's Automated Vehicle Location software allows users to obtain vehicle locations wirelessly. Dynamic Mobile Data also offers various services, including implementation, maintenance, training, and support for wireless applications. Established in 1994, the company is headquartered in Somerset, New Jersey.