Baird Capital

Baird Capital, established in 1989, is a global investment firm specializing in private equity and venture capital. It focuses on lower middle-market and mature companies, primarily in the United States and Europe, with additional presence in Asia. Baird Capital invests in various sectors such as healthcare, technology-enabled services, industrial technology, and financial technology. The firm seeks controlling ownership in companies with revenues between $15.99 million and $159.94 million, EBITDA between $3.2 million and $12.79 million, and enterprise values between $10 million and $159.94 million. Baird Capital works closely with company executives and founders to build world-class businesses, leveraging its deep sector knowledge and global network of investment professionals.

Wolfgang Alvano

Managing Director

Joanna Arras

Partner

Jubril Ayanbunmi

Investment Manager

James Benfield

Partner

Alfredo Bequillard

Managing Director, Capital Advisory

Timothy Byrne

Chief Information Officer and Managing Director

Thomas Coburn

Director and Global Industrial Group Member

Tom Costello

Principal

Aidan Elliott

Investment Director

Danielle Farmer

Investment Banking, Financial Sponsors Group - Vice President

Andrew Ferguson

Partner

Jonathan Fitzsimmons

Managing Director, Investment Banking

David Fraser

Operating Partner

Thomas Glynn

Senior Vice President, Private Wealth Management

Alexandra Goldman

Associate

David Gregorka

Venture Partner

Huaming Gu

Partner

Matthew Gura

Associate

Dennis Hall

Partner and Global Head of Portfolio Operations

Michael Holgate

Partner

Gina Kim

Vice President, Knowledge Services and Market Data

Louise Kingston

Director

Anjan Krishna

Associate, Private Equity

Jon Langenfeld

Managing Director, Head of Global Equities and Director of Equity Research

Derrick Li

Managing Director

Michael Liang

Partner, US Venture Capital - Healthcare

Mike Magluilo

Managing Director, Technology and Services Group

Terry Maxwell

CFO

John Neis

Principal and Managing Director

Gordon Pan

President, Baird Capital

James E. Pavlik

Partner

Samuel Pollard

Investment Associate

Summer Powers

Associate

John Reim

Associate

Frederick Robertson

Venture Partner

Benedict Rocchio

Partner

Chase Sanders

Managing Director

David Schroeder

Operating Partner

Daina Spedding

Director

Bill Suddath

Managing Director, Co-Head of Global Healthcare Investment Banking

Andrew Szyman

Associate

Brett Tucker

Partner

Ross Wright

Associate

Milord Yip

Vice President, Investments

Yongshan Zhang

Principal

Jason Zhao

Venture Partner

Anthony Zhu

Principal

206 past transactions

Newmarket Strategy

Private Equity Round in 2025
Newmarket Strategy offers strategic advice and technical support primarily for the healthcare, life sciences, and health technology sectors. The company collaborates with innovators in pharmaceuticals, biotechnology, medical technology, diagnostics, digital health, and healthcare services to help them navigate the complexities of market entry, reimbursement, and product uptake. By providing tailored guidance, Newmarket Strategy enables its clients to successfully bring their therapies, products, and services to patients and healthcare providers.

BlackCloak

Series B in 2024
BlackCloak, Inc. is a cybersecurity firm based in Lake Mary, Florida, that specializes in providing concierge cybersecurity services to ultra and high-net-worth individuals, as well as corporate executives. Founded in 2017, BlackCloak offers a comprehensive platform that addresses the unique risks faced by its clients, including threats to their financial security, privacy, and reputation. The company's services include monitoring the dark web for personal information, protecting devices through a cloud-based platform, and enhancing privacy by limiting data generation on personal devices. Additionally, BlackCloak provides a scrubbing service to remove personal data from data broker sites, ensuring clients maintain control over their information. By focusing on personal rather than corporate cybersecurity, BlackCloak aims to safeguard the homes, devices, and overall peace of mind of its clientele.

ModelOp

Series B in 2024
ModelOp, Inc. is a provider of enterprise software that automates the deployment, monitoring, and governance of artificial intelligence models across various platforms and technologies. Founded in 2001 and headquartered in Chicago, Illinois, with additional offices in Salt Lake City and San Jose, the company serves Fortune 1000 clients in sectors such as financial services, manufacturing, and healthcare. ModelOp's platform enables executives, data scientists, and IT professionals to effectively manage AI initiatives, including generative AI and large language models, while maintaining innovation. It offers a comprehensive view of all models within an organization, allowing users to implement business and technical controls through a rules-based engine, and orchestrates the entire model lifecycle with integration to DevOps. This approach addresses critical governance challenges and enhances the value derived from enterprise AI initiatives.

Virtual Incision

Series C in 2023
Virtual Incision is focused on developing innovative surgical solutions, specifically through its miniaturized robotic support device designed for colon resection. The company's flagship product, the MIRA (Miniaturized In vivo Robotic Assistant) Platform, is a pioneering device that aims to streamline surgical procedures by allowing for quick setup in the operating room without the need for heavy equipment. This technology is intended to assist surgeons in improving clinical outcomes while also addressing healthcare costs. Virtual Incision's approach represents a significant advancement in robotic-assisted surgery, with plans for future applications beyond colon resection.

Osano

Series B in 2023
Osano is a provider of a cloud-based data privacy compliance suite designed to assist businesses in adhering to various privacy regulations, including GDPR and CCPA. The company's platform analyzes thousands of online privacy policies, offering insights that enable organizations to understand and navigate the complexities of data privacy laws across different jurisdictions. Through its software, Osano empowers clients to make informed decisions regarding their data interactions and sharing practices with websites and service providers, ultimately enhancing their compliance efforts and promoting responsible data management.

The Pittsburgh Promise

Grant in 2023
The Pittsburgh Promise strives to strengthen the region, inspire systemic change, and transform lives.

Freemarket

Private Equity Round in 2023
Freemarket is a London-based company founded in June 2010 by Alex Hunn that specializes in providing businesses with access to cross-border payments and currency exchange tailored to their specific needs. Its online platform connects users to a global bank network and incorporates innovative technology to simplify financial processes, enhance efficiency, and eliminate complexities associated with international transactions. Freemarket enables businesses to transact at mid-market rates, helping them avoid high fees often associated with traditional payment methods. Through its services, Freemarket aims to support the growth of businesses by optimizing their financial operations.

Parallax

Series B in 2023
Parallax, founded in 2019 and based in Edina, Minnesota, develops innovative tools designed to foster a shared perspective across organizations. The company focuses on assisting digital services firms in enhancing their profit margins, increasing revenue, and achieving sustainable growth through predictive resourcing and active forecasting. By providing a curated perspective and an integrated toolset, Parallax aims to empower growth-oriented digital service providers to make informed strategic decisions. This approach minimizes the emotional and operational challenges associated with traditional in-house tools and monolithic platforms that often isolate critical data and decision-making processes.

Forj

Venture Round in 2022
Forj is a virtual event platform tailored for professional membership groups and associations. It facilitates exhibitors in sharing product demos, videos, and downloadable content, enhancing interaction within communities. The platform enables users to connect with employees, customers, prospects, and students in an engaging manner, supporting businesses in their growth and development. By providing tools for product implementation and training, Forj also assists companies in launching and showcasing new products while fostering networking opportunities among peers.

Zylo

Series C in 2022
Zylo, Inc. operates a software-as-a-service (SaaS) management platform that assists enterprises in managing their cloud-based applications. Founded in 2015 and based in Indianapolis, Indiana, Zylo enables organizations to discover applications, manage licenses, and optimize spending on SaaS solutions. The platform provides visibility into SaaS usage and expenditures, allowing businesses to build renewal calendars and foster IT collaboration while containing costs. Zylo's patent-pending, AI-powered Discovery Engine continuously monitors SaaS spend and usage, offering actionable insights to optimize SaaS portfolios. With a focus on enhancing the employee experience, Zylo's technology is trusted by various organizations to manage over 30 million SaaS licenses and $7 billion in SaaS expenditures.

High Street Partners

Series B in 2022
HSP simplifies the management and control of international operations and empowers customers to capitalize on their growth opportunities overseas. There unique approach has helped over 300 organizations in over 80 countries.

Tellius

Series B in 2022
Tellius, Inc. is an AI-powered business analytics platform established in 2015 and headquartered in Reston, Virginia. The platform is designed to help enterprises accelerate data-driven insights and decision-making by integrating artificial intelligence with a search-enabled interface for ad hoc exploration. Unlike traditional business intelligence tools, Tellius employs a distributed architecture that leverages Apache Spark, enabling it to handle big data efficiently. The platform automates the interpretation and analysis of data through machine learning, identifying hidden correlations, trends, and anomalies. Users can pose questions about their business data and receive immediate insights, which are presented as suggested visualizations and predictive models, facilitating a more comprehensive understanding of their operations.

Upfront Healthcare Services

Series C in 2022
Upfront Healthcare Services, Inc. is a Chicago-based company that specializes in creating a data analytics platform aimed at enhancing the ambulatory care experience for patients and healthcare providers. Founded in 2015, the company focuses on automating and personalizing care navigation to improve patient engagement and optimize resource allocation within physician practices. Its platform, known as Care Traffic Control, utilizes advanced analytics and personalized content to guide patients to the most appropriate care options, thereby increasing appointment efficiency and improving clinical outcomes. By leveraging a variety of data sources—including demographics, billing, scheduling, claims, and care gaps—Upfront Healthcare Services ensures that patient needs are effectively matched with available healthcare resources.

Autobooks

Series C in 2022
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

Quiq

Series C in 2022
Quiq, Inc. is a technology company based in Bozeman, Montana, founded in 2015. It specializes in developing customer service messaging management software that enhances communication between businesses and their customers. Quiq offers a cloud-based platform that allows consumers to interact with brands through various digital messaging channels, including SMS, web chat, and social messaging apps. The company's flagship product, Quiq IQ, enables the creation and deployment of AI-driven bots to assist customer service agents in managing inquiries efficiently. Quiq's solutions are designed to provide personalized and proactive customer support at scale, facilitating seamless transitions from AI to human agents. With a focus on customer experience and advanced automation capabilities, Quiq serves notable clients such as Volvo and IHG Hotels & Resorts, helping them implement effective AI strategies to improve customer engagement. In March 2017, the company rebranded from Centricient Inc. to its current name, Quiq, reflecting its commitment to innovative customer interaction solutions.

SourceDay

Series C in 2022
SourceDay LLC is a software company that specializes in developing a Software-as-a-Service platform focused on automating purchase order management. Founded in 2013 and headquartered in Austin, Texas, SourceDay offers a centralized solution that streamlines buyer and supplier relationships, reducing errors and communication delays. Its platform provides features such as real-time supplier performance metrics, automated PO processing, and integration with existing ERP systems. SourceDay's tools include collaboration on purchase orders, requests for quotes, accounts payable, and quality control, making it particularly beneficial for manufacturing and distribution companies. The solution replaces traditional communication methods like emails and spreadsheets with a more efficient cloud-based system, helping businesses manage exceptions and enhance their supply chain operations.

Hefren-Tillotson

Acquisition in 2022
Hefren-Tillotson is a wealth management firm located in Pittsburgh, Pennsylvania, with a history dating back to 1948. As one of the oldest and largest full-service wealth management companies, it has offered comprehensive financial services to its clients. The firm operated as a Registered Investment Adviser, with its assets managed by an experienced executive management team. In late October, Hefren-Tillotson is set to be fully integrated into Baird, marking a significant transition for the firm and its clientele.

STR

Private Equity Round in 2022
STR provides cable molding, cable spooling, calibration, cathodic protection inspection, flooded member detection, offshore personnel, research, and technical development services. They provide drop camera systems, subsea cameras, subsea lights, subsea lasers, digital video recorder systems, and more products.

Virtual Incision

Series C in 2021
Virtual Incision is focused on developing innovative surgical solutions, specifically through its miniaturized robotic support device designed for colon resection. The company's flagship product, the MIRA (Miniaturized In vivo Robotic Assistant) Platform, is a pioneering device that aims to streamline surgical procedures by allowing for quick setup in the operating room without the need for heavy equipment. This technology is intended to assist surgeons in improving clinical outcomes while also addressing healthcare costs. Virtual Incision's approach represents a significant advancement in robotic-assisted surgery, with plans for future applications beyond colon resection.

Circonus

Series B in 2021
Circonus, Inc. is a developer of a real-time monitoring and analytics platform that enables businesses to collect, store, manage, and analyze data from IoT and IT infrastructures. Founded in 2010 and based in Fulton, Maryland, Circonus provides tools for visualizing and monitoring data in real time, helping organizations identify and resolve IT infrastructure issues. Its platform supports various applications, including infrastructure monitoring, cloud monitoring, and DevOps monitoring, while also facilitating predictive analytics and trend monitoring. Circonus serves a range of industries, including advertising technology, entertainment, financial technology, logistics, and smart utilities. By offering deep insights into operational performance, Circonus helps enterprises make informed decisions and enhance their operational efficiency.

Vodori

Series A in 2021
Vodori, Inc. is a software development company based in Chicago, Illinois, that specializes in providing solutions for life sciences companies. Founded in 2005, Vodori focuses on simplifying the creation, approval, and distribution of regulated promotional content for the pharmaceutical, biotechnology, medical device, and diagnostic industries. Its cloud-based platform offers a suite of products that includes tools for promotional and medical information, sales enablement, and analytics. By delivering actionable insights, Vodori helps its clients make more effective marketing decisions while reducing costs and risks associated with regulatory compliance. This enables life science companies to optimize essential processes and bring vital drugs, vaccines, and medical devices to market more efficiently.

Strata Oncology

Series C in 2021
Strata Oncology, Inc. is a precision oncology company focused on improving cancer care by increasing patient access to clinical trials and expediting drug approvals. The company operates a national precision oncology platform that connects patient screening to streamlined enrollment in mutation-matched clinical trials. Strata collaborates with major healthcare systems to facilitate the genomic sequencing of cancer patients' biopsies in high-throughput laboratories, providing oncologists with timely tumor profiles that inform treatment decisions. Its offerings include The Strata Trial, StrataNGS for targeted DNA and RNA sequencing, and StrataPOINT, which integrates electronic medical records with molecular data to ensure comprehensive testing and follow-up for eligible patients. Strata also manages a portfolio of pharmaceutical-sponsored trials tailored to specific biomarkers and operates the Strata Precision Oncology Network, a collaborative effort among cancer centers to advance precision medicine. Founded in 2015 and headquartered in Ann Arbor, Michigan, Strata was previously known as Strata Oncology Research, Inc. until its name change in May 2016.

Forj

Seed Round in 2021
Forj is a virtual event platform tailored for professional membership groups and associations. It facilitates exhibitors in sharing product demos, videos, and downloadable content, enhancing interaction within communities. The platform enables users to connect with employees, customers, prospects, and students in an engaging manner, supporting businesses in their growth and development. By providing tools for product implementation and training, Forj also assists companies in launching and showcasing new products while fostering networking opportunities among peers.

Saranas

Series B in 2021
Saranas, Inc. is a medical device company based in Houston, Texas, focused on improving patient outcomes through the early detection of bleeding complications during vascular access procedures. Founded in 2011, Saranas has developed a patented bleeding monitoring system that utilizes a regional bioimpedance signal to assess a patient's bleeding status in real-time. This system allows physicians to promptly address bleeding issues, thereby reducing potential complications and associated healthcare costs. Saranas aims to enhance safety in interventional and surgical settings by providing innovative solutions that minimize risks during medical procedures.

Crayon

Series B in 2021
Crayon, Inc. operates a market intelligence platform designed to help businesses track, analyze, and respond to digital footprints. The company offers tools for intelligence and analysis, marketing insights, and website inspiration, enabling mid-market and enterprise organizations to identify opportunities and build sustainable competitive advantages. Founded in 2014 and based in Boston, Massachusetts, Crayon serves hundreds of clients by providing actionable insights that drive significant business impact. Originally known as M80 Labs, Inc., the company rebranded to Crayon in June 2017.

Azzur Group

Venture Round in 2021
Azzur Group, founded in 2010 and based in Hatboro, Pennsylvania, operates primarily as a manufacturer in the pharmaceuticals, biotechnology, and medical devices sectors. The company offers a range of services, including GXP advisory and consulting, laboratory services, aseptic and GXP training, and IT advisory services. In addition to its manufacturing capabilities, Azzur Group is also involved in private equity investments, focusing on buyouts and growth capital across various industries such as B2B, commercial products, healthcare, life sciences, SaaS, and technology.

ChurnZero

Series B in 2021
ChurnZero, Inc. is a software company that specializes in providing a SaaS platform tailored for subscription businesses, focusing on customer retention and reducing churn. Established in 2015 and based in Arlington, Virginia, ChurnZero's platform offers real-time insights into customer engagement through a dashboard that alerts businesses to significant activities. It enables companies to analyze how customers interact with their products, assess customer health, and predict renewal likelihood. Additionally, the platform facilitates personalized customer experiences by automating communications and tasks based on engagement metrics. Through features such as health scores, segmentation, and reporting tools, ChurnZero empowers businesses to create relevant touchpoints that enhance customer satisfaction and loyalty.

Tracer

Series C in 2021
Tracer is a technology company specializing in brand protection and market insights. It operates a SaaS platform that continuously monitors thousands of global digital sources, including websites, social media, apps, and metaverse environments, using advanced AI and machine learning algorithms. The platform offers real-time detection and analysis of brand misuse, such as IP infringement, fraud, and counterfeiting, enabling businesses to preserve authentic customer interactions and improve brand integrity. Additionally, Tracer Registrar provides enterprise-grade domain registration and management services for long-term brand protection. With over a decade of experience in brand protection, Tracer serves some of the world's most valuable brands, helping them make better business decisions by uncovering dynamic market insights.

Jumpcode Genomics

Funding Round in 2020
Jumpcode Genomics, founded by Keith Brown in 2016 and based in Carlsbad, California, specializes in genome technology aimed at enhancing sequencing workflows. The company has developed CRISPR-mediated rRNA depletion kits, utilizing its proprietary CRISPRclean technology to selectively remove unwanted nucleic acid molecules from sequencing libraries. This innovative approach aims to improve detection sensitivity and performance while maintaining the integrity of non-targeted sequences. By integrating seamlessly with standard library preparation services, Jumpcode Genomics' solutions help researchers reduce bias, lower costs, and simplify their workflows, thereby enabling more effective applications of genomic information to address various global challenges.

High Street Partners

Private Equity Round in 2020
HSP simplifies the management and control of international operations and empowers customers to capitalize on their growth opportunities overseas. There unique approach has helped over 300 organizations in over 80 countries.

HSP Group

Seed Round in 2020
HSP Group, Inc. is a consulting firm that specializes in supporting companies in managing their international operations and facilitating global expansion. Based in Naples, Florida, with additional offices in major cities like San Francisco, Boston, Barcelona, and London, the company offers a range of services that include legal entity management, statutory accounting, international tax compliance, and global payroll processing. HSP Group also provides consulting solutions in international tax, HR support, global mobility, and project management, along with M&A transaction services that focus on international readiness and buy-side success. Incorporated in 2020, the firm aims to help businesses navigate the complexities of operating across different jurisdictions while ensuring compliance with local regulations.

Upfront Healthcare Services

Series B in 2020
Upfront Healthcare Services, Inc. is a Chicago-based company that specializes in creating a data analytics platform aimed at enhancing the ambulatory care experience for patients and healthcare providers. Founded in 2015, the company focuses on automating and personalizing care navigation to improve patient engagement and optimize resource allocation within physician practices. Its platform, known as Care Traffic Control, utilizes advanced analytics and personalized content to guide patients to the most appropriate care options, thereby increasing appointment efficiency and improving clinical outcomes. By leveraging a variety of data sources—including demographics, billing, scheduling, claims, and care gaps—Upfront Healthcare Services ensures that patient needs are effectively matched with available healthcare resources.

Blue Matter

Private Equity Round in 2020
Blue Matter Consulting is a management consulting firm that specializes in the life sciences and biopharmaceutical sectors. The company offers strategic insights and consultancy services tailored to support innovation and new product development. Its expertise spans various therapeutic areas, including oncology, rare diseases, infectious diseases, hematology, immunology, and ophthalmology. Blue Matter provides comprehensive services that encompass commercialization, launch strategies, product and portfolio strategy, operational excellence, and lifecycle value management. This enables clients to effectively manage in-line products and achieve their organizational objectives.

eCube Solutions

Private Equity Round in 2020
eCube Solutions Ltd specializes in aircraft recycling and transition services, aiming to enhance value for aircraft owners and parts companies. Founded in 2011 and based in Barry, United Kingdom, the company provides a comprehensive range of services, including zonal disassembly, aircraft demolition, and the processing of metal and non-metal waste into secondary raw materials. Additional offerings include aircraft parking, accredited maintenance, third-party logistics, customs management, and parts storage. eCube Solutions is committed to facilitating end-of-life services, promoting parts reuse, and providing efficient solutions that help global aircraft owners reduce operating costs. The company was previously known as X-Plane Limited until its name change in September 2014.

Autobooks

Series A in 2020
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

GreenLight Biosciences

Series D in 2020
GreenLight Biosciences, Inc. is a biotechnology company that specializes in developing RNA-based solutions for agricultural and pharmaceutical applications. Headquartered in Medford, Massachusetts, with an additional facility in North Carolina, the company focuses on producing high-quality RNA quickly and cost-effectively. GreenLight's technology platform facilitates the biological conversion of renewable substrates into valuable products, including chemicals and fuels. The company is actively involved in advancing vaccine development, particularly mRNA-based candidates aimed at preventing diseases such as SARS-CoV-2. Additionally, GreenLight engages in crop management and plant protection initiatives, contributing to sustainable agricultural practices and supporting the health of pollinators. Through its innovative approaches, GreenLight Biosciences aims to address global challenges in food security and public health.

OncoHealth

Series C in 2020
OncoHealth specializes in oncology benefits management, offering a range of services designed to support health plans, employers, providers, patients, and life science researchers in managing the complexities of cancer care. Its offerings include prior authorization services, clinical decision support, physician education, expert peer review, and oncology network evaluation and optimization consulting. Additionally, OncoHealth provides MATIS, a clinical decision support software that employs evidence-based analytics for evaluating cancer treatment and benefits management in the United States and Puerto Rico. The company aims to alleviate the physical, mental, and financial burdens associated with cancer through technology-driven solutions and real-world data. Founded in 2009, OncoHealth is headquartered in Atlanta, Georgia, with an additional location in Plantation, Florida.

GreenLight Biosciences

Venture Round in 2020
GreenLight Biosciences, Inc. is a biotechnology company that specializes in developing RNA-based solutions for agricultural and pharmaceutical applications. Headquartered in Medford, Massachusetts, with an additional facility in North Carolina, the company focuses on producing high-quality RNA quickly and cost-effectively. GreenLight's technology platform facilitates the biological conversion of renewable substrates into valuable products, including chemicals and fuels. The company is actively involved in advancing vaccine development, particularly mRNA-based candidates aimed at preventing diseases such as SARS-CoV-2. Additionally, GreenLight engages in crop management and plant protection initiatives, contributing to sustainable agricultural practices and supporting the health of pollinators. Through its innovative approaches, GreenLight Biosciences aims to address global challenges in food security and public health.

SourceDay

Series B in 2020
SourceDay LLC is a software company that specializes in developing a Software-as-a-Service platform focused on automating purchase order management. Founded in 2013 and headquartered in Austin, Texas, SourceDay offers a centralized solution that streamlines buyer and supplier relationships, reducing errors and communication delays. Its platform provides features such as real-time supplier performance metrics, automated PO processing, and integration with existing ERP systems. SourceDay's tools include collaboration on purchase orders, requests for quotes, accounts payable, and quality control, making it particularly beneficial for manufacturing and distribution companies. The solution replaces traditional communication methods like emails and spreadsheets with a more efficient cloud-based system, helping businesses manage exceptions and enhance their supply chain operations.

Aura Futures

Venture Round in 2020
Aura Futures specializes in providing workspace technology services tailored for mid-to-large enterprises across various sectors, including education, finance, healthcare, hospitality, and legal. The company focuses on enhancing the workplace atmosphere by integrating technology and first-class service, allowing organizations to concentrate on their core activities. Aura Futures offers a comprehensive suite of services, such as workspace design, collaboration solutions, workflow and managed print services, digital media services, and transformation management. These services aim to improve efficiency, productivity, and agility, ultimately fostering employee wellness and enhancing the overall user experience while generating significant cost savings for clients.

Vega Technology

Acquisition in 2020
Vega Technology Limited specializes in system integration and managed services for audio-visual solutions, video conferencing, and collaboration technologies. Established in 1986 and headquartered in Kwai Chung, Hong Kong, the company serves a diverse range of industries, including banking, healthcare, real estate, and entertainment, catering to both enterprises and Fortune Global 500 companies. Vega Technology offers a comprehensive array of products and services, such as video capture and recording, digital signage, pro-audio systems, collaboration platforms, and IT infrastructure solutions. In addition, the company provides various managed and professional services, including event management and global account management. With additional offices in the Asia Pacific region and Europe, Vega Technology is committed to enhancing productivity and facilitating effective communication in the modern workplace.

Apervita

Venture Round in 2019
With wasteful healthcare spending in the U.S. estimated at $935 billion, we take our role as a healthcare innovator very seriously. Simply put, we’re on a mission to transform quality measurement and care delivery. To drive toward a Learning Health System—a framework that drives better outcomes and cost efficiencies across the health ecosystem—the industry has to commit to real change. Apervita is that change. Through our solutions and trusted collaboration platform, we’re committed to making the Learning Health System a reality, making healthcare smarter and ultimately improving patient care. As we move into our next phase of growth, we’re looking for passionate and fearless professionals to help us pursue our mission. We’ve earned the trust of our investors, including Optum Ventures, Baird Capital, Pritzker Group Venture Capital and Math Venture Partners, to further grow and scale our business. We’ve also been recognized as an industry leader by Gartner, CIOReview, Healthcare Tech Outlook, and Healthcare Informatics. Always in search of the next “first,” Apervita was named the first company to certify electronic clinical quality measures from the National Committee for Quality Assurance (NCQA) using our proprietary clinical quality language (CQL) ingestion engine. And, we were recently awarded by Healthcare Innovation for our innovative work with The Joint Commission, one of the nation’s largest regulatory organizations. We believe we’re making a difference every day to drive improvements in quality care that lead to better patient outcomes with a lower cost of care. We’re honored to be on this incredibly important journey to build a better healthcare system.

AiCure

Series C in 2019
AiCure, LLC is a technology company that specializes in medication adherence and intelligent medical assistant solutions, utilizing a visual recognition platform to monitor patient progress via mobile devices. The company's software confirms medication ingestion, particularly in clinical trials and high-risk populations, by identifying both patients and medications while detecting issues such as diversion and duplicate enrollments. It captures evidence of medication ingestion for immediate intervention and long-term adherence tracking. AiCure's platform incorporates advanced data analytics, including patented facial recognition and motion-sensing technology, to link patient behavior with treatment outcomes. This innovative approach aims to enhance healthcare delivery systems by improving treatment efficacy and reducing risks. Founded in 2009 and based in New York, AiCure has established a strategic partnership with Syneos Health to further advance its solutions.

NowSecure

Series B in 2019
NowSecure, Inc. specializes in mobile app security testing software and services, providing solutions designed to identify security threats, compliance gaps, and privacy issues in both custom-developed and commercial mobile applications. The company's flagship offerings include the NowSecure Platform, which automates security and privacy testing for mobile apps, and NowSecure Workstation, a comprehensive kit that streamlines mobile app vulnerability assessments. Additionally, NowSecure Data continuously monitors commercial applications for security and compliance risks, while NowSecure Services offers manual penetration testing, developer training, and technical support. Founded in 2009 and headquartered in Chicago, Illinois, NowSecure serves various sectors, including financial services, retail, hospitality, and government. The company emphasizes efficient security testing, aligning its services with Agile and DevSecOps methodologies to ensure that clients can rapidly address vulnerabilities in their mobile applications.

AEGIS Hedging Solutions

Venture Round in 2019
AEGIS Hedging Solutions, LLC is a provider of hedge advisory services and a developer of a hedge management platform. Founded in 2013 and based in The Woodlands, Texas, the company specializes in offering innovative technology and market insights tailored to the needs of clients in various sectors, including oil and gas, refined products, rates, and metals. AEGIS combines its proprietary technology with expertise in commodity and rate hedging to assist producers, consumers, manufacturers, and investors in protecting their cash flow. The company's fully-integrated approach enables clients to efficiently research, trade, and manage their hedge portfolios, supported by continuous market insights and customized hedge programs.

Cala Health

Series C in 2019
Cala Health, Inc. is a bioelectronic medicine company based in Burlingame, California, founded in 2013. It specializes in developing wearable neuromodulation therapies aimed at treating chronic diseases. The company's flagship product, Cala Trio, is a non-invasive prescription therapy designed to provide transient relief from hand tremors in adults with essential tremor. By integrating advancements in neuroscience and technology, Cala Health focuses on delivering individualized peripheral nerve stimulation. In addition to its work on essential tremor, the company is also developing therapies for other neurological conditions, including Parkinson's disease, as well as applications in psychiatry, cardiology, and autoimmune disorders.

ChurnZero

Series A in 2019
ChurnZero, Inc. is a software company that specializes in providing a SaaS platform tailored for subscription businesses, focusing on customer retention and reducing churn. Established in 2015 and based in Arlington, Virginia, ChurnZero's platform offers real-time insights into customer engagement through a dashboard that alerts businesses to significant activities. It enables companies to analyze how customers interact with their products, assess customer health, and predict renewal likelihood. Additionally, the platform facilitates personalized customer experiences by automating communications and tasks based on engagement metrics. Through features such as health scores, segmentation, and reporting tools, ChurnZero empowers businesses to create relevant touchpoints that enhance customer satisfaction and loyalty.

Hireology

Series D in 2019
Hireology, Inc. is a Chicago-based company that offers a web-based hiring management software platform designed to help businesses source, engage, and hire top talent. Founded in 2009, it provides an all-in-one solution that streamlines the hiring process by integrating features such as a fully-hosted career site, job postings, pre-hire assessments, and background checks. The platform is particularly tailored for decentralized organizations, including franchise systems, banks, healthcare systems, and dealer networks. By leveraging data on high-performing employees, Hireology's Selection Manager enables organizations to make better hiring decisions, reduce turnover, and enhance productivity across multiple locations. Its comprehensive approach also includes managing employee onboarding, payroll, and benefits, making it a valuable resource for businesses aiming to build effective teams.

GreenLight Biosciences

Venture Round in 2019
GreenLight Biosciences, Inc. is a biotechnology company that specializes in developing RNA-based solutions for agricultural and pharmaceutical applications. Headquartered in Medford, Massachusetts, with an additional facility in North Carolina, the company focuses on producing high-quality RNA quickly and cost-effectively. GreenLight's technology platform facilitates the biological conversion of renewable substrates into valuable products, including chemicals and fuels. The company is actively involved in advancing vaccine development, particularly mRNA-based candidates aimed at preventing diseases such as SARS-CoV-2. Additionally, GreenLight engages in crop management and plant protection initiatives, contributing to sustainable agricultural practices and supporting the health of pollinators. Through its innovative approaches, GreenLight Biosciences aims to address global challenges in food security and public health.

Hilliard Lyons

Acquisition in 2018
Hilliard Lyons, founded in 1854 and based in Louisville, Kentucky, specializes in providing personalized wealth management services and comprehensive advisory solutions. The firm's wealth advisors focus on understanding clients' unique goals and aspirations, creating tailored financial roadmaps to guide them through various stages of their financial lives. Hilliard Lyons also offers merger and acquisition advisory services, business valuation, and exit planning, primarily targeting growth-oriented lower and middle-market companies in the Midwest and Southeast regions. In 2019, Hilliard Lyons' business owner solutions division was acquired by Baird, enhancing its service offerings and market reach.

NeoChord

Series D in 2018
NeoChord, Inc. is a medical technology company based in St. Louis Park, Minnesota, that focuses on developing innovative devices for the treatment of degenerative mitral valve disease (DMR). Founded in 2007, the company has created the NeoChord Artificial Chordae Delivery System, a disposable device designed for minimally invasive mitral valve repair. This system allows surgeons to replace damaged chordae through a small incision of 2 to 3 inches between the ribs, enabling the procedure to be performed on a beating heart. This approach contrasts sharply with traditional methods, which typically involve larger incisions and stopping the heart, thus reducing recovery time and associated complications. NeoChord's technology aims to improve surgical outcomes for patients suffering from severe mitral regurgitation, which can lead to serious conditions such as atrial fibrillation and congestive heart failure.

Crisp

Venture Round in 2018
Crisp Real-time Risk Intelligence protects your brands, assets and people from reputational damage, security threats and online harms. Crisp has spent 16 years training our AI technology to discover and track the risk signals embedded within digital chatter to be the leading expert in fast, actionable risk intelligence. That way you get peace of mind, 24/7/365. With Crisp, you’re always first to know and first to act

Arrive

Series D in 2018
Arrive is a company that focuses on enhancing the last mile of mobility through innovative parking solutions. It offers a unique platform that predicts and recommends optimal parking options tailored to individual journeys, thereby simplifying the parking experience for drivers. This technology is accessible through various interfaces, including apps, websites, voice platforms, and in-dash vehicle integrations. Arrive serves a diverse range of clients, including smart cities, automakers, fleets, and venues, while also managing consumer brands like ParkWhiz and BestParking. The company aims to streamline parking processes, providing features that allow for easy reservations and drive-up access at numerous locations, ultimately making parking more efficient and user-friendly.

Collingwood Lighting

Acquisition in 2018
Collingwood Lighting Ltd. is a British company that specializes in the design and manufacture of LED lighting products for both residential and commercial applications. Established in 1961 and based in Northampton, the company offers a diverse range of lighting solutions, including downlights, wall lights, ground lights, spike lights, strip lights, and emergency lighting. Their products are suitable for various environments such as bars, restaurants, bathrooms, hotels, gardens, public spaces, and retail settings. Collingwood Lighting serves its customers through a mobile showroom and a dedicated sales team, catering to the professional refurbishment and new-build markets primarily in the UK and France. The company was originally founded as Collingwood VLM Limited before rebranding to its current name in 2001.

Zurex Pharma

Series D in 2018
Zurex Pharma, Inc. is a pharmaceutical and medical technology company based in Middleton, Wisconsin, focused on developing and commercializing antimicrobial products aimed at preventing healthcare-associated infections, particularly in surgical site wounds and catheter-related infections. The company’s product lineup includes ZuraPrep, a pre-surgical skin preparation designed to prevent surgical site infections; ZurAsept, an antimicrobial and antithrombotic solution for catheters that helps reduce catheter-related bloodstream infections; and ZuraGard, which protects against exit site wounds. Founded in 2008, Zurex Pharma operates as a subsidiary of Ash Access Technology, Inc., and is dedicated to addressing the challenges of infection control in healthcare settings.

M. Griffith Investment Services

Acquisition in 2018
M. Griffith Investment Services, Inc., based in New Hartford, New York, is an independent investment firm founded in 1947 that specializes in financial planning and investment management. The firm provides a comprehensive range of services, including investment management, insurance planning, retirement and estate planning, and wealth transfer strategies. With a team of over 40 employees, including 12 financial advisors, M. Griffith manages more than $2 billion in assets. The company focuses on understanding clients' risk tolerances and financial goals, offering personalized advice in areas such as annuities, life insurance, mutual funds, and fixed income securities. Additionally, M. Griffith serves not only individuals but also businesses, non-profit organizations, endowments, and foundations, providing tailored retirement plan services and asset management solutions.

Strata Oncology

Series B in 2018
Strata Oncology, Inc. is a precision oncology company focused on improving cancer care by increasing patient access to clinical trials and expediting drug approvals. The company operates a national precision oncology platform that connects patient screening to streamlined enrollment in mutation-matched clinical trials. Strata collaborates with major healthcare systems to facilitate the genomic sequencing of cancer patients' biopsies in high-throughput laboratories, providing oncologists with timely tumor profiles that inform treatment decisions. Its offerings include The Strata Trial, StrataNGS for targeted DNA and RNA sequencing, and StrataPOINT, which integrates electronic medical records with molecular data to ensure comprehensive testing and follow-up for eligible patients. Strata also manages a portfolio of pharmaceutical-sponsored trials tailored to specific biomarkers and operates the Strata Precision Oncology Network, a collaborative effort among cancer centers to advance precision medicine. Founded in 2015 and headquartered in Ann Arbor, Michigan, Strata was previously known as Strata Oncology Research, Inc. until its name change in May 2016.

Delta Disaster Services

Acquisition in 2018
Delta Disaster Services, LLC, incorporated in 2004 and based in Arvada, Colorado, specializes in restoration and reconstruction services for both residential and commercial clients. The company offers a range of services including water extraction, dehumidification, mold testing, and restoration from smoke and fire damage. As a nationally recognized franchise brand in the restoration industry, Delta Disaster Services operates in 16 markets across the United States, with all franchise offices certified in the services they provide. The company has gained recognition for its commitment to quality and excellence in handling various types of environmental damage. Delta Disaster Services is a subsidiary of HRI Holdings, Inc.

Nirvana Asia

Private Equity Round in 2018
Nirvana Asia Ltd., headquartered in Kuala Lumpur, Malaysia, is a leading provider of integrated premium death care services across several countries in Asia, including Malaysia, Singapore, Indonesia, Thailand, and Hong Kong. Established in 1990, the company operates primarily through two segments: Burial Services and Funeral Services. Nirvana Asia specializes in offering burial plots, niches, and comprehensive tomb design and construction services, which include landscaping and the use of high-quality materials. Additionally, the company provides essential funeral services, including embalming, cremation, and the maintenance of cemetery and columbarium facilities. Renowned for its professionalism and reliability, Nirvana Asia has established itself as a trusted brand in the death care industry, recognized for its commitment to quality service and customer care.

Autobooks

Series A in 2018
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

ReMed

Private Equity Round in 2018
ReMed provides rehabilitation services, neurobehavioral services, and supported living for people with mild, moderate, and severe brain injuries. They offer residential, outpatient, and home and community-based treatment.

Lapador

Series A in 2018
Lapador specializes in the manufacturing and retail of clothing, maternal products, and merchandise for children. The company is committed to delivering high-quality and innovative products tailored to the needs of Chinese customers, particularly in the context of local baby-care habits. Rigorous quality checks are conducted at every stage, from raw material sourcing to finished products, ensuring that the items are safe, comfortable, and reliable. Lapador's focus on enhancing the quality and comfort of its offerings demonstrates its dedication to providing superior products for mothers and children.

AiCure

Series B in 2017
AiCure, LLC is a technology company that specializes in medication adherence and intelligent medical assistant solutions, utilizing a visual recognition platform to monitor patient progress via mobile devices. The company's software confirms medication ingestion, particularly in clinical trials and high-risk populations, by identifying both patients and medications while detecting issues such as diversion and duplicate enrollments. It captures evidence of medication ingestion for immediate intervention and long-term adherence tracking. AiCure's platform incorporates advanced data analytics, including patented facial recognition and motion-sensing technology, to link patient behavior with treatment outcomes. This innovative approach aims to enhance healthcare delivery systems by improving treatment efficacy and reducing risks. Founded in 2009 and based in New York, AiCure has established a strategic partnership with Syneos Health to further advance its solutions.

Hopebridge Autism Therapy Center

Venture Round in 2017
Hopebridge Autism Therapy Center offers a wide range of outpatient services designed to meet the needs of children requiring behavioral diagnosis and applied behavioral analysis, occupational, feeding, and speech treatments in the center, home, and school settings.

Strategas Research Partners

Acquisition in 2017
Strategas Research Partners, LLC is a research firm based in New York, with additional offices in Columbus and Washington, D.C. The firm specializes in providing comprehensive investment strategy, economics, policy analysis, quantitative research, technical analysis, fixed income insights, and industry surveys. Strategas focuses on identifying major themes that impact global financial markets while delivering projections on corporate profits, equity indices, and economic trends such as growth and inflation. Their policy research examines legislative initiatives with direct investment implications, while quantitative analysis assists in recognizing trends within the business cycle. The technical analysis identifies investment opportunities across various asset classes, and the firm also constructs internal indices to track manufacturing activity. Additionally, Strategas offers bespoke research services tailored to client needs, alongside capital market and corporate advisory services for institutional investors and corporate executives worldwide. Founded in 2006, the firm has established a reputation for delivering in-depth insights and regular updates to its clients. As of late 2018, Strategas operates as a subsidiary of Robert W. Baird & Co. Incorporated.

Montage

Series D in 2017
Montage is the single solution to engage, interview, and hire better candidates, faster. The company partners with many of the world’s most well-respected brands, including 100 of the Fortune 500, to create the high-tech, high-touch hiring experience the modern candidate expects. As the pioneer of purpose-built video interviewing, its proprietary technology integrates seamlessly with enterprise needs for reliability, scalability, compliance, and security. Montage is committed to market-driven innovation, incorporating applicable science, and data in its solutions to speed the process and improve the predictability of talent acquisition. Its commitment to superior client service and support is unique in the industry. The company helps each and every client at every stage of our partnership because we sincerely want them to succeed – and believe in building relationships for the long term. A privately held company, Montage is headquartered in Wisconsin.

Housecall Pro

Series B in 2017
Housecall Pro is a mobile software platform that facilitates the connection between service professionals and homeowners. Founded in 2013 and based in San Diego, California, the platform provides a comprehensive solution for managing various aspects of service businesses, including job scheduling, invoicing, payment processing, and technician dispatch. It supports a wide range of services, such as plumbing, carpet cleaning, landscaping, and home maintenance, allowing users to streamline their operations through a single interface. By offering tools for customer database management and automated marketing campaigns, Housecall Pro enables service providers to enhance their workflow efficiency while maintaining a competitive edge at an accessible price point.

Prescient Healthcare Group

Private Equity Round in 2017
Prescient Healthcare Group is a consultancy firm that specializes in product strategy and decision support services for the pharmaceutical and biotech industries. Established in 2007 and headquartered in London, the company has expanded its global presence with additional offices in New York, San Francisco, New Delhi, and Beijing. Prescient provides a comprehensive range of services, including scientific and disease area insights, clinical and medical support, strategic market access, commercial planning, competitive analysis, and market forecasting. By partnering with leading multinational pharmaceutical companies and emerging biotech organizations, Prescient aims to enhance clinical and commercial decision-making, ultimately improving outcomes for patients and stakeholders alike.

Amphora Medical

Series B in 2017
Amphora Medical, Inc. is a Minnesota-based company that develops medical devices aimed at treating female overactive bladder (OAB) syndrome. Founded in 2011 and headquartered in Maple Grove, Minnesota, the company is focused on creating a novel cystoscopic device designed to enhance bladder function and improve the quality of life for individuals suffering from this condition. Utilizing minimally invasive procedures, Amphora Medical's innovative technology has the potential to offer significant benefits to patients dealing with OAB.

Autobooks

Series A in 2017
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

Elucent Medical

Series A in 2017
Elucent Medical LLC is focused on improving breast cancer treatment processes through innovative technology. Founded in 2014 and headquartered in Brookfield, Wisconsin, the company has developed a wireless marker tag and detection system that enhances the surgical excision of breast abnormalities. This advanced surgical navigation technology allows for real-time data processing, enabling surgeons to accurately locate tumor margins and enhance the precision of procedures. By eliminating the need for metal clips, Elucent Medical's solutions aim to simplify breast cancer treatment, making it more accessible and affordable while helping to preserve patients' breasts during surgery. The company's offerings benefit both healthcare providers and patients by improving overall surgical outcomes.

Integrated Diagnostics

Series C in 2016
Integrated Diagnostics Inc. specializes in the development of laboratory-based blood molecular diagnostic tools designed to assist physicians in the early detection of complex diseases through non-invasive blood tests. The company's flagship product, Xpresys Lung, provides objective information for assessing pulmonary nodules by monitoring multiple disease molecular markers simultaneously. Founded in 2005 and based in Seattle, Washington, Integrated Diagnostics aims to leverage emerging technologies to create a pipeline of innovative diagnostic products that facilitate the management of serious conditions such as cancer, diabetes, and Alzheimer's. The company operates under the principle that a systems view of disease, involving networks of proteins, genes, and other molecules, is essential for effective diagnosis and prognosis. Integrated Diagnostics is a subsidiary of Biodesix, Inc. and has established a strategic partnership with Agilent Technologies.

Datica

Series B in 2016
Datica, founded in 2013 and headquartered in Minneapolis, Minnesota, provides a cloud-based healthcare platform designed to facilitate clinical data exchange for highly regulated industries. The platform enables developers to implement cloud-based user management, secure messaging, and data storage without the complexities of server configuration. By supporting common data structures and mandated health services, Datica allows clients, ranging from mid-to-late-stage startups to Fortune 100 companies, to expedite electronic health record (EHR) integration and ensure compliance with cloud regulations. This approach helps organizations manage sensitive information efficiently and securely in the cloud.

R2Integrated

Acquisition in 2016
R2Integrated is a provider of digital and social marketing services focused on enhancing customer experiences and driving brand impact. The company specializes in creating integrations between brand, demand, and technology, enabling clients to accelerate their marketing return on investment. R2Integrated offers a comprehensive suite of services, including web content management, digital marketing, teleservices, technology services, and social media management. By combining insights and technology with creative design, R2Integrated aims to foster engagement and deliver impactful digital experiences for its clients.

Fideo Intelligence

Series C in 2016
Fideo Intelligence specializes in advanced identity verification and fraud prevention. It leverages a vast, diverse data ecosystem and real-time integration to provide a comprehensive, up-to-date view of identities. The company's platform is designed for efficiency and scalability, empowering businesses to mitigate risk, expedite onboarding processes, and stay proactive against evolving fraud threats. It caters to finance, communications, and intelligence sectors, offering reliable insights through its identity intelligence products.

Hireology

Series C in 2016
Hireology, Inc. is a Chicago-based company that offers a web-based hiring management software platform designed to help businesses source, engage, and hire top talent. Founded in 2009, it provides an all-in-one solution that streamlines the hiring process by integrating features such as a fully-hosted career site, job postings, pre-hire assessments, and background checks. The platform is particularly tailored for decentralized organizations, including franchise systems, banks, healthcare systems, and dealer networks. By leveraging data on high-performing employees, Hireology's Selection Manager enables organizations to make better hiring decisions, reduce turnover, and enhance productivity across multiple locations. Its comprehensive approach also includes managing employee onboarding, payroll, and benefits, making it a valuable resource for businesses aiming to build effective teams.

Signal

Series E in 2016
Signal Digital, Inc. is a digital marketing technology company that specializes in customer identity solutions for enterprises. Its platform enhances customer experiences by delivering contextual relevance across various engagement points. Key offerings include Onboard to Activate, which effectively targets the right customers while filtering out duplicates, and Onsite Identity Resolution, which identifies anonymous website visitors. Additionally, its Measurement solution provides real-time insights into media impressions and return on investment, enabling marketers to better understand their audiences. Founded in 2009 and headquartered in Chicago, Illinois, Signal also maintains offices in London, Tokyo, and Sydney. As of August 2020, Signal operates as a subsidiary of TransUnion.

Strata Oncology

Series A in 2016
Strata Oncology, Inc. is a precision oncology company focused on improving cancer care by increasing patient access to clinical trials and expediting drug approvals. The company operates a national precision oncology platform that connects patient screening to streamlined enrollment in mutation-matched clinical trials. Strata collaborates with major healthcare systems to facilitate the genomic sequencing of cancer patients' biopsies in high-throughput laboratories, providing oncologists with timely tumor profiles that inform treatment decisions. Its offerings include The Strata Trial, StrataNGS for targeted DNA and RNA sequencing, and StrataPOINT, which integrates electronic medical records with molecular data to ensure comprehensive testing and follow-up for eligible patients. Strata also manages a portfolio of pharmaceutical-sponsored trials tailored to specific biomarkers and operates the Strata Precision Oncology Network, a collaborative effort among cancer centers to advance precision medicine. Founded in 2015 and headquartered in Ann Arbor, Michigan, Strata was previously known as Strata Oncology Research, Inc. until its name change in May 2016.

bfinance UK

Acquisition in 2016
bfinance is an independent financial services firm based in the UK, established in 1999. The company offers tailored advice and solutions to a diverse range of clients, including corporate and public pension funds, insurance firms, endowments, sovereign wealth funds, public treasury funds, and family offices across the globe. Its expertise encompasses all traditional and alternative asset classes, allowing bfinance to assist clients in developing, implementing, and managing effective investment programs, as well as financing and treasury solutions. The firm has provided high-quality, customized advisory services to over 300 sophisticated investing institutions, which collectively manage more than $1 trillion in assets across more than 25 countries. Renowned for its innovative approaches in research, reporting, and investment manager selection, bfinance adapts its services to meet the evolving needs of its clients.

Zaloni

Series A in 2016
Zaloni, Inc. specializes in enterprise data lake management software solutions, helping organizations harness big data for meaningful business outcomes. The company offers Bedrock, a platform that simplifies the creation and management of enterprise data lakes, and Mica, a data preparation tool that empowers business users to extract value from data without relying on IT. Serving Fortune 500 companies across various sectors, including health and life sciences, financial services, and telecommunications, Zaloni focuses on addressing data sprawl challenges and enhancing data operations. Founded in 2007, Zaloni is headquartered in Research Triangle Park, North Carolina, with an additional office in Durham. Through its innovative software and professional services, Zaloni aims to enable clients to secure their data, create new revenue streams, and accelerate insights while reducing costs.

Arrive

Series C in 2016
Arrive is a company that focuses on enhancing the last mile of mobility through innovative parking solutions. It offers a unique platform that predicts and recommends optimal parking options tailored to individual journeys, thereby simplifying the parking experience for drivers. This technology is accessible through various interfaces, including apps, websites, voice platforms, and in-dash vehicle integrations. Arrive serves a diverse range of clients, including smart cities, automakers, fleets, and venues, while also managing consumer brands like ParkWhiz and BestParking. The company aims to streamline parking processes, providing features that allow for easy reservations and drive-up access at numerous locations, ultimately making parking more efficient and user-friendly.

Arrive

Series C in 2016
Arrive is a company that focuses on enhancing the last mile of mobility through innovative parking solutions. It offers a unique platform that predicts and recommends optimal parking options tailored to individual journeys, thereby simplifying the parking experience for drivers. This technology is accessible through various interfaces, including apps, websites, voice platforms, and in-dash vehicle integrations. Arrive serves a diverse range of clients, including smart cities, automakers, fleets, and venues, while also managing consumer brands like ParkWhiz and BestParking. The company aims to streamline parking processes, providing features that allow for easy reservations and drive-up access at numerous locations, ultimately making parking more efficient and user-friendly.

Appcast

Series A in 2015
Appcast, Inc. is a provider of innovative job advertising solutions aimed at employers, recruitment firms, and job sites. Founded in 2014 and headquartered in Lebanon, New Hampshire, with additional offices in Boston, Massachusetts; Minsk, Belarus; and Fredericton, Canada, the company offers a range of products designed to enhance recruitment efforts. Its Clickcast platform allows agencies and job boards to manage recruitment media from a centralized location, while Xcelerate serves as a job advertising exchange for employers and select agencies. The Ad Manager functions as a hub for performance job ads, and the Exchange solution connects employers with active job seekers. Appcast also provides targeted employment brand advertising to reach specific candidate communities. Operating under a pay-per-applicant model, Appcast aims to revolutionize recruitment advertising through data-driven and programmatic technology, enabling effective promotion of job openings across numerous platforms. As of July 2019, Appcast operates as a subsidiary of StepStone Deutschland GmbH.

Synap Software Labs

Seed Round in 2015
Synap Software Labs is a B2B software company based in Chicago, Illinois, founded in 2015. The company specializes in developing a cloud-based relationship management tool called Synap, designed to enhance communication and collaboration among customer-facing teams. Synap simplifies information sharing by integrating team email accounts and other communication tools, automatically compiling a feed of interactions with clients. This platform enables managers and team members to engage in ongoing conversations seamlessly, allows representatives to assist in each other's absence, and facilitates the retrieval of important documents shared via email. By leveraging advancements in the API ecosystem and data analysis, Synap Software Labs focuses on improving customer relationships and creating positive experiences for its users. The company operates as a subsidiary of Imagineer Technology Group, Inc.

NeoChord

Series C in 2015
NeoChord, Inc. is a medical technology company based in St. Louis Park, Minnesota, that focuses on developing innovative devices for the treatment of degenerative mitral valve disease (DMR). Founded in 2007, the company has created the NeoChord Artificial Chordae Delivery System, a disposable device designed for minimally invasive mitral valve repair. This system allows surgeons to replace damaged chordae through a small incision of 2 to 3 inches between the ribs, enabling the procedure to be performed on a beating heart. This approach contrasts sharply with traditional methods, which typically involve larger incisions and stopping the heart, thus reducing recovery time and associated complications. NeoChord's technology aims to improve surgical outcomes for patients suffering from severe mitral regurgitation, which can lead to serious conditions such as atrial fibrillation and congestive heart failure.

eDo Interactive

Series E in 2015
Edo Interactive specializes in a card-linked offer platform designed to bridge the gap between online advertising and in-store results. The company enables advertisers to personalize offers that are automatically accessible through credit cards, debit cards, and mobile devices. By partnering with banks, Edo Interactive delivers targeted offers that leverage trends in digital advertising, personalization, and mobile technology. Headquartered in Nashville, Tennessee, with additional offices in Chicago, New York City, and Atlanta, the company focuses on simplifying the connection between payments and advertising for a seamless consumer experience.

SloanLED

Acquisition in 2015
SloanLED, founded in 1957, specializes in designing and developing high-reliability lighting products, positioning itself as a leader in Light Emitting Diode (LED) technology since the 1970s. The company serves a diverse range of sectors, including commercial, industrial, and high-tech industries, with its LED products employed in applications such as signage, spa lighting, optoelectronics, refrigeration, and downlighting. Committed to quality, SloanLED combines over 55 years of lighting experience with ISO 9001:2008 certification in quality management, ensuring strong warranties and dependable technical support. The company emphasizes customer care while helping clients achieve significant energy and maintenance cost savings through its innovative lighting solutions.

Alpha Source

Private Equity Round in 2015
Alpha Source, Inc. is a Milwaukee-based company that distributes biomedical repair parts and supplies to the healthcare sector. Founded in 1986, it offers a diverse range of products, including medical replacement lamps, xenon lamps, batteries, patient cables, medical instruments, and various electrical components. The company also manufactures rechargeable battery packs and electrical assemblies utilized in medical equipment and high-tech devices. Additionally, Alpha Source provides repair services for items such as fiber optic cables and blood pressure cuffs, along with recycling services for oxygen sensors. Operating through distributors and direct sales teams, Alpha Source serves customers in the United States and across more than 74 countries. The company is recognized for its innovative solutions in medical equipment maintenance and telemedicine, enhancing patient care and clinical outcomes through a skilled biomedical field services team that offers preventative maintenance, repair services, and training.

Alpha Source

Acquisition in 2015
Alpha Source, Inc. is a Milwaukee-based company that distributes biomedical repair parts and supplies to the healthcare sector. Founded in 1986, it offers a diverse range of products, including medical replacement lamps, xenon lamps, batteries, patient cables, medical instruments, and various electrical components. The company also manufactures rechargeable battery packs and electrical assemblies utilized in medical equipment and high-tech devices. Additionally, Alpha Source provides repair services for items such as fiber optic cables and blood pressure cuffs, along with recycling services for oxygen sensors. Operating through distributors and direct sales teams, Alpha Source serves customers in the United States and across more than 74 countries. The company is recognized for its innovative solutions in medical equipment maintenance and telemedicine, enhancing patient care and clinical outcomes through a skilled biomedical field services team that offers preventative maintenance, repair services, and training.

Datica

Series B in 2015
Datica, founded in 2013 and headquartered in Minneapolis, Minnesota, provides a cloud-based healthcare platform designed to facilitate clinical data exchange for highly regulated industries. The platform enables developers to implement cloud-based user management, secure messaging, and data storage without the complexities of server configuration. By supporting common data structures and mandated health services, Datica allows clients, ranging from mid-to-late-stage startups to Fortune 100 companies, to expedite electronic health record (EHR) integration and ensure compliance with cloud regulations. This approach helps organizations manage sensitive information efficiently and securely in the cloud.

Veniti

Series C in 2015
VENITI is the first medical device company developing a suite of innovative technology and solutions that will provide comprehensive treatment across the venous disease continuum. Venous disease refers to all conditions related to or caused by veins that become diseased or abnormal. This encompasses a broad set of maladies. The venous disease cycle begins when vein walls become weak or damaged, or the valves are stretched or injured, and can no longer prevent reflux (backward flow of blood). Once the veins lose their ability to convey blood without reflux, the progressive venous disease cycle has begun. This is commonly referred to as chronic venous insufficiency, or CVI. The blood will begin to back up into the peripheral veins, causing venous hypertension, potential thrombosis (clotting), and leading to even more damage of the vein walls and valves. This in turn leads to more reflux. The VENITI team of experts in science, technology and business are currently developing the VENITI VICI VENOUS STENT® System. Through this, and other, innovative technology, VENITI will achieve results that sets it apart in addressing the challenges specific to the venous system and venous disease.

Carsing

Series A in 2015
Carsing was founded in 2009 by Lin Zhe, a seasoned entrepreneur with deep experience in the Chinese automotive market. The company, which currently has 15 locations in Shanghai and Shenzhen, aims to improve consumers' experiences when selling used vehicles by providing inspection services and facilitating transactions to automobile dealers through wireless mobile auctions. Through this financing, the investors will leverage their knowledge of the Chinese market to help grow Carsing's domestic footprint.

Fideo Intelligence

Series B in 2015
Fideo Intelligence specializes in advanced identity verification and fraud prevention. It leverages a vast, diverse data ecosystem and real-time integration to provide a comprehensive, up-to-date view of identities. The company's platform is designed for efficiency and scalability, empowering businesses to mitigate risk, expedite onboarding processes, and stay proactive against evolving fraud threats. It caters to finance, communications, and intelligence sectors, offering reliable insights through its identity intelligence products.

Apervita

Series A in 2015
With wasteful healthcare spending in the U.S. estimated at $935 billion, we take our role as a healthcare innovator very seriously. Simply put, we’re on a mission to transform quality measurement and care delivery. To drive toward a Learning Health System—a framework that drives better outcomes and cost efficiencies across the health ecosystem—the industry has to commit to real change. Apervita is that change. Through our solutions and trusted collaboration platform, we’re committed to making the Learning Health System a reality, making healthcare smarter and ultimately improving patient care. As we move into our next phase of growth, we’re looking for passionate and fearless professionals to help us pursue our mission. We’ve earned the trust of our investors, including Optum Ventures, Baird Capital, Pritzker Group Venture Capital and Math Venture Partners, to further grow and scale our business. We’ve also been recognized as an industry leader by Gartner, CIOReview, Healthcare Tech Outlook, and Healthcare Informatics. Always in search of the next “first,” Apervita was named the first company to certify electronic clinical quality measures from the National Committee for Quality Assurance (NCQA) using our proprietary clinical quality language (CQL) ingestion engine. And, we were recently awarded by Healthcare Innovation for our innovative work with The Joint Commission, one of the nation’s largest regulatory organizations. We believe we’re making a difference every day to drive improvements in quality care that lead to better patient outcomes with a lower cost of care. We’re honored to be on this incredibly important journey to build a better healthcare system.

NowSecure

Series A in 2014
NowSecure, Inc. specializes in mobile app security testing software and services, providing solutions designed to identify security threats, compliance gaps, and privacy issues in both custom-developed and commercial mobile applications. The company's flagship offerings include the NowSecure Platform, which automates security and privacy testing for mobile apps, and NowSecure Workstation, a comprehensive kit that streamlines mobile app vulnerability assessments. Additionally, NowSecure Data continuously monitors commercial applications for security and compliance risks, while NowSecure Services offers manual penetration testing, developer training, and technical support. Founded in 2009 and headquartered in Chicago, Illinois, NowSecure serves various sectors, including financial services, retail, hospitality, and government. The company emphasizes efficient security testing, aligning its services with Agile and DevSecOps methodologies to ensure that clients can rapidly address vulnerabilities in their mobile applications.

WordStream

Series C in 2014
WordStream, Inc. is a Boston-based company that specializes in search marketing software and pay-per-click (PPC) management solutions aimed at small and medium-sized businesses (SMBs). The company's flagship product, WordStream Advisor, streamlines the creation, optimization, management, and measurement of PPC and social advertising campaigns across platforms such as Google AdWords, Bing, and Facebook. In addition to its software offerings, WordStream provides managed services, including account management, keyword research, and detailed performance reporting, to enhance campaign effectiveness. The company also features a suite of tools, like the AdWords Performance Grader, which evaluates the health of advertising accounts and landing pages. Recognized for its thought leadership in digital marketing, WordStream offers educational resources through its blog and PPC University. Founded in 2007 and initially known as NetGraviton, Inc., WordStream operates as a subsidiary of Gannett Co., Inc.

Zurex Pharma

Series B in 2014
Zurex Pharma, Inc. is a pharmaceutical and medical technology company based in Middleton, Wisconsin, focused on developing and commercializing antimicrobial products aimed at preventing healthcare-associated infections, particularly in surgical site wounds and catheter-related infections. The company’s product lineup includes ZuraPrep, a pre-surgical skin preparation designed to prevent surgical site infections; ZurAsept, an antimicrobial and antithrombotic solution for catheters that helps reduce catheter-related bloodstream infections; and ZuraGard, which protects against exit site wounds. Founded in 2008, Zurex Pharma operates as a subsidiary of Ash Access Technology, Inc., and is dedicated to addressing the challenges of infection control in healthcare settings.

Montage

Series C in 2014
Montage is the single solution to engage, interview, and hire better candidates, faster. The company partners with many of the world’s most well-respected brands, including 100 of the Fortune 500, to create the high-tech, high-touch hiring experience the modern candidate expects. As the pioneer of purpose-built video interviewing, its proprietary technology integrates seamlessly with enterprise needs for reliability, scalability, compliance, and security. Montage is committed to market-driven innovation, incorporating applicable science, and data in its solutions to speed the process and improve the predictability of talent acquisition. Its commitment to superior client service and support is unique in the industry. The company helps each and every client at every stage of our partnership because we sincerely want them to succeed – and believe in building relationships for the long term. A privately held company, Montage is headquartered in Wisconsin.
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