Bluff Point Associates

Bluff Point Associates is a private equity firm established in 2006 and located in Westport, Connecticut. The firm specializes in investing in lower middle-market growth companies in the information services sector, particularly those that support the banking, trust, securities, retirement, and wealth management segments of the financial services industry. Bluff Point is notably the major investor in Matrix Financial Solutions, which encompasses Matrix Settlement Clearance Services and MG Trust, and has significant investments in Prima Capital. Additionally, the firm and its affiliates have direct investments in several technology companies, including InvestLink Technologies, Innovest Systems, Wealth Management Systems, and Blue Frog Solutions.

Tyler Condello

Vice President

Neil Q. Gabriele

Managing Director

John P. Gilliam

Managing Director

Thomas E. McInerney

CEO

Paula G. McInerney

President

John L. McInerney

Managing Director

15 past transactions

True North Networks

Acquisition in 2021
True North Networks is a Managed Security Service Provider (MSSP) offering managed IT services, private cloud hosting, and support to independent RIAs and other organizations of varying sizes across the country.

AQMETRICS

Venture Round in 2018
AQMETRICS provides integrated capital markets surveillance and compliance solutions to alternative investment management and broker/dealer companies. Through its suite of cloud based solutions, AQMETRICS supports a full range of global regulatory reporting for recent and emerging directives including MAD II, MiFID II and the AIFM Directive. The firm also provides a complete reporting solution that enables risk aggregation and is based on OPERA. AQMETRICS proprietary risk analytics empowers the automation of traditionally resource-intensive and error-prone processes to ensure intuitive, fast, and cost effective electronic compliance risk management, regulatory reporting and document management.

EazyScripts

Series A in 2017
eazyScripts Technology, LLC specializes in developing e-prescribing software tailored for telemedicine providers. Founded in 2014 and based in Chicago, Illinois, the company operates an electronic prescription platform that allows telemedicine physicians to submit prescriptions and check prescription fill data remotely. The software enhances efficiency by enabling secure electronic prior authorization and medication adherence options, ultimately improving patient satisfaction. By allowing providers to send electronic prescriptions in 25 seconds or less, eazyScripts enables physicians to concentrate more on patient health outcomes, reducing the potential for errors and inefficiencies in the prescribing process.

Netgain

Private Equity Round in 2017
Netgain is an IT-as-a-Service (ITaaS) company that specializes in providing tailored information technology solutions for the healthcare sector. With nearly 20 years of experience, the company partners closely with healthcare organizations to address complex technology challenges and navigate increasing regulatory demands. Netgain's offerings range from designing customized solutions to implementing and maintaining them, ensuring client satisfaction throughout the process. The company serves a diverse clientele, including small practices and large healthcare systems, from its headquarters in St. Cloud, Minnesota, and through various local offices and distributed data centers across the United States. By focusing exclusively on healthcare IT, Netgain aims to enhance operational efficiencies, maximize productivity, and support the growth of its clients.

Untapt

Convertible Note in 2016
untapt Inc. owns and operates untapt.com, a technology platform for hiring technologists into financial institutions. The company also allows users to create their own custom job board or recruitment site. It also allows various customers ranging from staffing firms to global enterprises to sort through resumes, job postings, and more. The company was incorporated in 2013 and is based in New York, New York.

AQMETRICS

Venture Round in 2016
AQMETRICS provides integrated capital markets surveillance and compliance solutions to alternative investment management and broker/dealer companies. Through its suite of cloud based solutions, AQMETRICS supports a full range of global regulatory reporting for recent and emerging directives including MAD II, MiFID II and the AIFM Directive. The firm also provides a complete reporting solution that enables risk aggregation and is based on OPERA. AQMETRICS proprietary risk analytics empowers the automation of traditionally resource-intensive and error-prone processes to ensure intuitive, fast, and cost effective electronic compliance risk management, regulatory reporting and document management.

Consolo Services

Private Equity Round in 2015
Consolo software is extremely easy to use, highly accessible due to the web-based environment, and very economical. The application can be run on any device which has a web-browser, such as a PDA, Cell phone, Desktop, Laptop, Netbooks and Tablets.

The Vision Lab

Debt Financing in 2015
The Vision Lab, founded in 2014 and based in New York, NY, specializes in idea crowdsourcing to facilitate sustainable growth for businesses. By utilizing advanced AI and deep learning, the company has created an innovative platform that allows organizations to efficiently gather and analyze employee feedback and ideas at scale. This platform ranks and organizes thousands of suggestions in real-time, enabling companies to harness the collective wisdom of their workforce and drive actionable transformation. Through its streamlined communication methods, The Vision Lab empowers businesses to address internal challenges and implement effective solutions based on employee insights.

DocuTAP

Series B in 2013
DocuTAP formerly known as Integrity On Site LLC, DocuTAP provides urgent care practices with an innovative approach to workflow management. Its flagship product, DocuTAP's EMR and Practice Management software, fully integrates practice management and electronic medical records capabilities in one complete system. DocuTAP software features automated and customizable tools that enhance healthcare providers' ability to deliver and manage patient care. Its experienced, knowledgeable staff is committed to improving the delivery of high-quality healthcare.

PEX Card

Series B in 2012
PEX Card offers a corporate prepaid card solution designed for small and medium-sized businesses to manage employee spending effectively. The service combines Visa prepaid cards with a cloud-based spending management platform, allowing companies to establish robust controls over how and where employees can use their cards. Managers can set individual spending limits and categories for each employee, facilitating real-time oversight and minimizing the risk of overspending. The platform enables quick funding adjustments to employee cards and streamlines expense reporting, providing valuable insights into spending patterns. PEX Card simplifies the onboarding process, requiring only business validation without credit checks, making it accessible to various organizations seeking better control over their workforce expenditures.

SocialVest

Private Equity Round in 2012
Socialvest is a free way to earn money for the causes you care about just by shopping online at over 800+ retailers. How it Works: Shop. Earn. Give There are two ways to earn money to donate to causes you care about when you shop. Set up an account at www.socialvest.us and either shop through the SocialVest online mall or use one of your registered credit cards in-store when you shop at a participating SocialVest retailer. Each time there is a product or service purchased from one of SocialVest's 600 retail partners, the retailer rebates a percentage of the purchase price into a personal Giving Account. SocialVest users have control of their donations and may choose any number of the 1.5 million registered non-profit organizations to impact.

Phoenix ET

Venture Round in 2012
Phoenix Energy Technologies, Inc. specializes in developing software that focuses on enterprise energy management for smart buildings and connected machines. The company provides solutions that monitor, control, and manage assets such as heating, ventilation, and air conditioning (HVAC), lighting, refrigeration, and other industrial and consumer-facing equipment. Its software offers features that alert users, measure performance, and automatically correct or predict maintenance needs, thereby enhancing operational efficiency and reducing energy costs. Serving a diverse range of clients including retailers, universities, grocery stores, and theaters, Phoenix Energy Technologies aims to help organizations achieve their energy savings goals with minimal additional hardware. Founded in 2004 and based in Aliso Viejo, California, the company was previously known as Phoenix ESG, LLC and became a subsidiary of Duke Energy Corporation in 2015.

DocuTAP

Series A in 2012
DocuTAP formerly known as Integrity On Site LLC, DocuTAP provides urgent care practices with an innovative approach to workflow management. Its flagship product, DocuTAP's EMR and Practice Management software, fully integrates practice management and electronic medical records capabilities in one complete system. DocuTAP software features automated and customizable tools that enhance healthcare providers' ability to deliver and manage patient care. Its experienced, knowledgeable staff is committed to improving the delivery of high-quality healthcare.

Office Practicum

Private Equity Round in 2011
Office Practicum is a leading provider of pediatric-specific electronic health record (EHR) technology and practice solutions, designed by pediatricians for pediatricians. The company's mission is to connect pediatricians with their patients, promoting best practices and healthier lives. Office Practicum's software includes customized templates and reports, along with revenue cycle and practice management services tailored for the treatment of children. This enables pediatricians to streamline their daily operations and improve both clinical and financial outcomes, thereby enhancing the overall care delivered to their patient population. Through its commitment to providing the best resources and technology, Office Practicum supports the pediatric community in delivering high-quality healthcare.

SocialVest

Series A in 2011
Socialvest is a free way to earn money for the causes you care about just by shopping online at over 800+ retailers. How it Works: Shop. Earn. Give There are two ways to earn money to donate to causes you care about when you shop. Set up an account at www.socialvest.us and either shop through the SocialVest online mall or use one of your registered credit cards in-store when you shop at a participating SocialVest retailer. Each time there is a product or service purchased from one of SocialVest's 600 retail partners, the retailer rebates a percentage of the purchase price into a personal Giving Account. SocialVest users have control of their donations and may choose any number of the 1.5 million registered non-profit organizations to impact.
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