JessCo Solutions
Venture Round in 2025
JessCo Solutions is a prominent provider of advanced emission control equipment and services for the oil and gas industry. The company specializes in manufacturing and supplying high-quality vapor recovery units, combustors, flares, and vapor recovery towers at competitive prices. Designed for longevity and ease of maintenance, JessCo's equipment ensures clients meet regulatory standards while enhancing profitability. The company also offers top-tier preventative maintenance, repair services, and operational guidance to minimize downtime and optimize performance, earning a reputation for reliability and customer satisfaction.
True North Networks
Acquisition in 2021
True North Networks is a Managed Security Service Provider (MSSP) that specializes in delivering comprehensive information technology support services to independent registered investment advisors (RIAs) and other financial services organizations. The company offers a range of managed IT services, including private cloud hosting and a robust cybersecurity program. True North Networks provides end-to-end solutions that address various technology needs, encompassing servers, network infrastructure, computers, workstations, and mobile devices. By catering to organizations of different sizes across the country, the company ensures that its clients receive tailored support that enhances their operational efficiency and security.
AQMetrics
Venture Round in 2018
AQMetrics Limited is a provider of cloud-based regulatory compliance, risk management, and surveillance management software tailored for financial services firms, particularly in the alternative investment and broker/dealer sectors. Established in 2012 and headquartered in Maynooth, Ireland, AQMetrics offers solutions that facilitate analysis and reporting, risk aggregation, and compliance with global regulatory directives, including MAD II, MiFID II, and the AIFM Directive. Its platform supports a comprehensive range of risk insights, encompassing counterparty, credit, market, and liquidity risks, and automates traditionally labor-intensive compliance processes to enhance efficiency and accuracy. Additionally, AQMetrics provides historical data services, consultancy, training, and access across various devices, ensuring clients maintain complete visibility of their risk posture and compliance status.
EazyScripts
Series A in 2017
EazyScripts is a software company that specializes in electronic prescribing solutions for telemedicine providers. Their platform enables users to seamlessly submit electronic prescriptions, check prescription fill data, and manage secure electronic prior authorizations with ease and speed. With the ability to send an electronic prescription in 25 seconds or less, EazyScripts significantly reduces inefficiencies and the potential for errors, enhancing workflow for healthcare providers. The software also includes medication adherence options, contributing to improved patient satisfaction and health outcomes. By streamlining the prescribing process, EazyScripts allows healthcare professionals to concentrate more on patient care rather than administrative tasks.
Netgain Technology
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. operates a technology platform designed to streamline the hiring process for technologists in financial institutions. Headquartered in New York, the company utilizes a proprietary Deep Learning Neural Network, known as untapt Codex, to analyze large pools of job applicants and open positions, facilitating effective matches with a high likelihood of success. The platform caters to a wide range of users, including staffing firms and large enterprises, and features custom job boards and recruitment sites. Unlike traditional job boards, Untapt fosters enduring connections between clients and candidates, enhancing the recruitment experience through immersive technology accessible on various devices. By leveraging advanced algorithms and data-driven insights, Untapt significantly improves the efficiency of placements per recruiter, supporting the growth of recruitment businesses and startups in the sector.
AQMetrics
Venture Round in 2016
AQMetrics Limited is a provider of cloud-based regulatory compliance, risk management, and surveillance management software tailored for financial services firms, particularly in the alternative investment and broker/dealer sectors. Established in 2012 and headquartered in Maynooth, Ireland, AQMetrics offers solutions that facilitate analysis and reporting, risk aggregation, and compliance with global regulatory directives, including MAD II, MiFID II, and the AIFM Directive. Its platform supports a comprehensive range of risk insights, encompassing counterparty, credit, market, and liquidity risks, and automates traditionally labor-intensive compliance processes to enhance efficiency and accuracy. Additionally, AQMetrics provides historical data services, consultancy, training, and access across various devices, ensuring clients maintain complete visibility of their risk posture and compliance status.
Consolo Services
Private Equity Round in 2015
Consolo Services is a developer and provider of web-based software specifically tailored for hospice and palliative care. The company's flagship product offers a fully customizable solution for electronic health records, billing services, and care coordination. This software is designed to streamline operations for hospice units while maintaining cost efficiency. Its accessibility across various devices, including desktops, laptops, tablets, and mobile phones, enhances usability, making it easy for healthcare professionals to manage patient care efficiently. Consolo Services focuses on ensuring that its software meets the unique needs of the hospice sector, facilitating improved operational effectiveness and patient outcomes.
The Vision Lab
Debt Financing in 2015
The Vision Lab is a New York-based company, founded in 2014, that specializes in leveraging advanced AI and deep learning technologies to enhance employee idea generation and feedback processes. The firm has created an innovative idea crowdsourcing platform designed to facilitate real-time communication between companies and their employees. By effectively ranking and organizing large volumes of employee input, The Vision Lab enables businesses to drive sustainable growth and transformation. Their approach empowers organizations to solve internal challenges by efficiently tapping into the collective wisdom of their workforce, resulting in actionable insights that foster positive change.
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 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 Ventures
Private Equity Round in 2012
SocialVest Ventures operates a shopping platform that enables consumers to support their favorite causes through everyday purchases. By partnering with over 800 retailers, SocialVest allows users to earn money for charitable donations when they shop online or in-store with registered credit cards at participating merchants. Each purchase generates a rebate that is credited to a personal Giving Account, which users can direct to any of the 1.5 million registered nonprofit organizations. The platform effectively connects socially conscious consumers with responsible retailers, transforming routine shopping into a means of philanthropic support.
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 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 electronic health record (EHR) technology and practice management solutions specifically designed for pediatric healthcare providers. Established by pediatricians, the company aims to enhance the connection between pediatricians and their patients, promoting best practices and healthier outcomes for children. Office Practicum's software offers customized templates, comprehensive reporting, and revenue cycle management services tailored to the unique needs of pediatric practices. By focusing on delivering superior resources and technology, the company enables pediatricians to efficiently streamline their operations and improve both clinical and financial performance.
SocialVest Ventures
Series A in 2011
SocialVest Ventures operates a shopping platform that enables consumers to support their favorite causes through everyday purchases. By partnering with over 800 retailers, SocialVest allows users to earn money for charitable donations when they shop online or in-store with registered credit cards at participating merchants. Each purchase generates a rebate that is credited to a personal Giving Account, which users can direct to any of the 1.5 million registered nonprofit organizations. The platform effectively connects socially conscious consumers with responsible retailers, transforming routine shopping into a means of philanthropic support.