Centana Growth Partners is a growth equity firm established in 2015, with offices in New York and Palo Alto, California. The firm specializes in providing growth capital to companies within the financial services ecosystem, including financial technology and enterprise technology sectors. Centana Growth Partners typically invests amounts ranging from $10 million to $40 million. The firm is distinguished by its partners' extensive experience in investing and operations, as well as their deep domain expertise in their focus areas. This specialized knowledge has enabled them to cultivate a robust network of industry leaders and institutions, facilitating accelerated growth opportunities for their portfolio companies.
The Helper Bees, Inc. is a company based in Austin, Texas, that operates a platform connecting seniors with local caregivers for a variety of home care services across the United States. Founded in 2015, the platform allows seniors to find and hire helpers for tasks such as light housekeeping, grocery shopping, transportation to appointments, companionship, and specialized care for conditions like Alzheimer’s, dementia, and diabetes. The Helper Bees aims to enhance the home care experience by collaborating with major insurance carriers, utilizing digital solutions and machine learning to streamline care options and improve claim processing. This focus on technology and direct access to caregivers helps families navigate the complexities of home care, ensuring that seniors receive the support they need.
Vividly
Series B in 2025
Vividly offers a trade promotion management platform that leverages artificial intelligence and machine learning to enhance the operational efficiency of consumer packaged goods (CPG) brands. Designed with small to midsize companies in mind, the software simplifies trade management by providing an intuitive interface and a robust data analytics engine. This enables clients to streamline workflows and automate processes, ultimately saving time and reducing costs associated with trade promotions. By focusing on indirect-heavy businesses, Vividly addresses the unique challenges faced by its clients, facilitating faster decision-making and improved trade management outcomes.
First Connect Insurance Services
Acquisition in 2024
First Connect is a wholesale P&C insurance provider for Independent Agents interested in gaining access to the advanced quoting platforms that are provided by Insurtech companies.
WarrCloud
Series B in 2024
WarrCloud is a technology and service provider focused on optimizing automotive warranty management for dealerships. By transforming the administration of warranty claims, WarrCloud aims to reduce processing costs and enhance service profits for dealerships. The company's platform streamlines warranty handling by converting high fixed expenses into a low-risk variable cost that adjusts according to the dealership's specific needs. WarrCloud collaborates with dealership management system firms, warranty claims handlers, independent processors, and dealer groups to improve efficiency and cost-effectiveness in warranty processing.
Gradient AI
Series C in 2024
Gradient AI is a provider of AI solutions specifically tailored for the insurance industry, utilizing extensive industry data to deliver accurate predictions. The company's predictive analytics platform enhances key processes such as underwriting and claims management by integrating advanced machine learning models. Through automated workflows and seamless API integration, Gradient AI enables insurance companies to streamline their operations, improve decision-making, and enhance customer service. Their technology aims to minimize claims and boost profitability, ultimately leading to better risk assessment and more efficient business practices within the insurance sector.
Cayosoft
Private Equity Round in 2024
Cayosoft specializes in hybrid directory and data management software focused on the secure management and recovery of identities and information across Microsoft platforms. Its unified solution enables organizations to monitor for potential threats or unauthorized changes while providing instant recovery options. The software effectively identifies and restores alterations within on-premises Active Directory, hybrid Active Directory, Azure Active Directory, and Office 365. Additionally, it mitigates costly service outages, offers notifications for critical changes, and simplifies daily IT administration tasks. By streamlining management processes, Cayosoft helps clients automate and optimize their directory systems, safeguarding against errors and malicious activities.
Adroit Trading Technologies
Series A in 2024
Adroit Trading Technologies operates a trading platform specifically designed for institutional buyside investors, focusing on enhancing the efficiency of the investment process. The platform facilitates trading by aggregating liquidity, evaluating securities, and supporting regulatory requirements, which enables investment professionals to make swift and informed decisions. Recently, Invesco, a prominent global money manager, has selected Adroit as its execution management system for over-the-counter and cryptocurrency assets. This platform offers a comprehensive solution for pre-trade, trade execution, and post-trade operations, seamlessly connecting with various order management systems, portfolio management systems, risk systems, and other backend infrastructures, thereby streamlining the trading experience for its users.
RepeatMD
Series A in 2023
RepeatMD is a software as a service (SaaS) company that operates a patient engagement platform designed to automate revenue generation for aesthetic and wellness practices. The platform offers a variety of features, including customizable mobile rewards programs, e-commerce solutions, and personalized marketing campaigns. By providing a comprehensive digital treatment catalog and a custom mobile app, RepeatMD helps healthcare providers enhance patient experiences through easy browsing, purchasing, and financing options for treatments. This approach allows practice owners to focus on growing their businesses without the burden of manually pursuing outbound revenue opportunities.
Striveworks
Venture Round in 2023
Striveworks is a machine learning operations (MLOps) platform that focuses on enhancing human problem-solving through advanced technology. The platform offers a low-code interface that allows data scientists and engineers to build, deploy, and manage machine learning models effectively. Striveworks supports continuous testing, evaluation, monitoring, and remediation to ensure optimal performance of models in production. This capability is crucial for organizations operating in dynamic environments, where the conditions at the time of model training can differ significantly from those during deployment. By facilitating the use of artificial intelligence, Striveworks enables organizations to make confident, data-driven decisions.
Operto Guest Technologies
Series B in 2023
Operto Guest Technologies is a leading provider of property automation and connected technology for the global hotel and short-term rental industries. The Operto solution is offered in three modules: Operto Guest, Operto Tech, and Operto Teams. Each adds value on a stand-alone basis but works optimally when brought together through Operto Connect. This hospitality operating system is designed to create premium guest experiences while driving operational efficiency and monetization opportunities for operators.
Plooto
Series B in 2022
Plooto, Inc. operates a cloud-based payments platform tailored for small and medium-sized businesses, founded in 2015 and headquartered in Toronto, Canada. The platform simplifies payment management by allowing users to send and receive payments online to anyone with an active bank account, typically completing transactions within 2-3 business days. Plooto also integrates with leading accounting software to automatically reconcile transactions, enhancing financial management. By streamlining the payment process, Plooto helps businesses overcome common challenges associated with traditional banking, enabling them to efficiently authorize, edit, send, and collect payments.
Thoropass
Series C in 2022
Thoropass is a compliance automation platform that helps businesses navigate various infosec and privacy frameworks, including SOC 2, ISO 27001, GDPR, HIPAA, and PCI DSS. The platform offers tools for storing, sharing, and managing compliance programs, as well as designing controls tailored to different stages of development. With a focus on continuous monitoring and expert guidance, Thoropass enables companies to prepare for audits effectively, ensuring they meet compliance requirements year after year. The service is utilized by numerous growing businesses that seek to establish scalable security practices and achieve necessary certifications. Through its combination of intelligent software and expert support, Thoropass simplifies the compliance process, allowing companies to concentrate on their core operations.
ZestyAI
Series B in 2022
ZestyAI is a prominent property and climate risk platform serving Property and Casualty insurers in North America. The company utilizes artificial intelligence to analyze historical losses and diverse data sources, enhancing the understanding of property and climate-related risks. Insurers rely on ZestyAI's platform to identify hazards and assess exposure, particularly concerning catastrophic events such as wildfires, hail, and wind storms. This technology aids insurers in making informed underwriting decisions, ensuring fair and accurate pricing, optimizing reinsurance outcomes, and enhancing customer experiences through actionable insights. Additionally, ZestyAI transforms various data points—including aerial imagery, permits, transaction records, weather data, and sensor information—into a comprehensive resource that supports climate risk modeling for real estate companies, providing precise intelligence about properties and their associated risks.
Athennian
Series B in 2022
Athennian is a developer of legal entity management software that streamlines and automates the management of contracts and corporate entities. The company's platform integrates essential services, including digital signatures and approval workflows, into a single solution, eliminating the need for multiple subscriptions or cumbersome software. Athennian's software facilitates document collaboration and efficient workflow management, allowing for a smooth transition from legacy databases. By enabling clients to collaborate with various legal teams, the company supports the scaling of corporate services, making entity management more efficient and accessible for businesses.
Beacon Platform
Series C in 2021
Beacon Platform, Inc. develops a cloud-based integrated data and financial analytics platform tailored for developers, quantitative analysts, data scientists, and business users. The company provides a suite of tools that includes a front office trading and risk management system, along with applications and financial data models designed for the capital markets. Beacon's platform enables users to build, test, and deploy analytics securely and at scale, facilitating rapid solution development from front to back office. Founded in 2014 and headquartered in New York, Beacon Platform also maintains offices in London and Tokyo. Its technology enables clients to focus on their competitive advantages by offering a flexible data model and transparent source code, allowing for efficient and effective solution deployment.
Eventus Systems
Series B in 2021
Eventus Systems, Inc. is a software provider that specializes in solutions for compliance, trade surveillance, and risk management within capital markets. The company’s flagship platform, Validus, offers a comprehensive suite of tools for monitoring alerts, generating reports, and analyzing key trading functions across various asset classes, including equities, options, futures, foreign exchange, fixed income, and digital assets. Validus is designed for ease of deployment and customization, enabling users to effectively manage trading operations, compliance, and market risk. Eventus Systems serves a diverse clientele, including futures commission merchants, equities agency brokers, market centers, regulators, banks, proprietary trading firms, and corporate and buyside customers. Established in 2014 and headquartered in Austin, Texas, the company has formed strategic partnerships with several technology firms to enhance its service offerings.
Teikametrics
Series B in 2021
Teikametrics, LLC is a Boston-based company that specializes in e-commerce optimization software for online retailers. Founded in 2011, it provides solutions for Amazon repricing, FBA inventory management, and eBay optimization. The platform leverages artificial intelligence to help retailers dynamically adjust pricing and optimize inventory performance, enabling them to enhance operational efficiency and profitability. Teikametrics also offers insights into market trends and competitive intelligence, allowing sellers to make informed decisions. In addition to its software solutions, the company provides brand consulting services to support e-commerce businesses in maximizing their growth potential.
Sentieon
Series B in 2021
Sentieon, Inc. is a biotechnology company founded in 2014 and headquartered in Mountain View, California, specializing in cloud-based bioinformatics solutions for the life sciences and clinical markets. The company develops a suite of bioinformatics tools designed for the efficient processing of genomics data, focusing on high accuracy and computational efficiency. Key products include Sentieon DNAseq, which facilitates germline DNA analysis, and Sentieon TNseq, used for detecting somatic variants in tumor-normal samples. Sentieon's software solutions are characterized by their scalability, deployability, and upgradability, allowing them to adapt to various user needs. The company's advanced algorithms and robust software implementation ensure rapid turnaround times and consistent results, benefiting scientists, clinicians, and patients by enhancing precision in genomic data analysis.
Sentieo
Series B in 2021
Sentieo Inc. operates a financial research platform tailored for equity and corporate analysts, providing investment and business insights through advanced technologies such as machine learning and natural language processing. The platform aggregates both internal and external content into a unified workspace, streamlining the research process for its clients. Sentieo's offerings include financial document search, broker research portals, research management tools, and access to alternative datasets, making it a comprehensive solution for investment management, corporate intelligence, wealth management, and consulting sectors. Founded in 2012 and headquartered in San Francisco, California, with additional offices in New York and New Delhi, Sentieo serves over 1,100 global customers, including numerous institutional investment firms and Fortune 500 companies, helping them to efficiently surface, visualize, and share critical financial insights for informed decision-making.
Vena Solutions
Series C in 2021
Vena Solutions operates as a Complete Planning platform that integrates seamlessly with Microsoft 365, primarily leveraging Excel to enhance financial and operational planning. The company provides a cloud-based solution that streamlines budgeting, reporting, and analytics processes, enabling organizations to make informed business decisions through advanced insights and AI capabilities. Vena transforms traditional spreadsheet use into an enterprise-grade solution, offering features such as centralized databases, workflow management, and detailed audit trails. This approach allows over 1,800 leading companies to utilize their existing spreadsheet skills while benefiting from real-time reporting and cross-functional collaboration. Vena's focus on corporate performance management applications positions it as a rapidly growing vendor in the cloud CPM sector, catering to the needs of finance and operational teams without sacrificing user familiarity with Excel.
Ease
Series C in 2021
Ease is a cloud-based platform that streamlines benefits enrollment for insurance brokers and employers, enhancing the employee experience. Founded in 2012 in San Francisco, California, by Courtney Guertin and David A. Reid, Ease simplifies the processes of setting up and managing employee benefits, onboarding new hires, and ensuring compliance with regulations. The platform serves as a centralized hub for human resources information, allowing over 70,000 businesses to efficiently manage their HR needs. Ease's commitment to modernizing HR practices has garnered recognition, including being named one of the fastest-growing software companies and one of the most popular HR software solutions.
SpyCloud
Series C in 2020
SpyCloud Inc., based in Austin, Texas, specializes in cybersecurity solutions that protect businesses from cyberattacks by utilizing recaptured data from the darknet. Founded in 2016, the company offers a range of services, including early-warning breach detection, account takeover fraud prevention, active directory protection, and corporate exposure alerts. Its cybercrime analytics platform provides actionable insights to help organizations proactively prevent ransomware attacks, safeguard employee and consumer identities, and conduct fraud investigations. With a team of over 200 cybersecurity experts, SpyCloud serves a diverse clientele, including major global enterprises and government agencies, aiming to enhance internet safety through automated solutions that combat cybercrime effectively.
True Link
Series B in 2020
True Link Financial, Inc., founded in 2012 and based in San Francisco, California, is a financial services company dedicated to serving people with disabilities, vulnerable older adults, and individuals in recovery. The company offers Visa prepaid cards designed to protect loved ones from fraud and misuse, as well as investment advisory services including fiduciary accounts. True Link's software platform supports budgeting, disbursements, record-keeping, reporting, communication, and government benefits protection for various trustees and fiduciaries. The company aims to enhance the independence and quality of life for its customers by providing financial solutions tailored to their unique needs.
Beacon Platform
Series B in 2020
Beacon Platform, Inc. develops a cloud-based integrated data and financial analytics platform tailored for developers, quantitative analysts, data scientists, and business users. The company provides a suite of tools that includes a front office trading and risk management system, along with applications and financial data models designed for the capital markets. Beacon's platform enables users to build, test, and deploy analytics securely and at scale, facilitating rapid solution development from front to back office. Founded in 2014 and headquartered in New York, Beacon Platform also maintains offices in London and Tokyo. Its technology enables clients to focus on their competitive advantages by offering a flexible data model and transparent source code, allowing for efficient and effective solution deployment.
SheerID
Series C in 2019
SheerID, Inc. operates a digital verification platform that specializes in identity verification solutions for retailers and associations, enabling them to offer targeted discounts and exclusive offers online. The platform provides verification services for various groups, including military personnel, students, teachers, and first responders, while also facilitating business and membership verification. These solutions are integrated into e-commerce websites, mobile applications, and point-of-sale systems, allowing enterprises across industries such as retail, hospitality, and financial services to create authenticated experiences. Founded in 2011 and based in Eugene, Oregon, with an additional office in Portland, SheerID aims to enhance customer trust and loyalty by providing real-time verification of identities using authoritative data sources, ultimately reducing fraud and customer churn.
Ease
Series B in 2019
Ease is a cloud-based platform that streamlines benefits enrollment for insurance brokers and employers, enhancing the employee experience. Founded in 2012 in San Francisco, California, by Courtney Guertin and David A. Reid, Ease simplifies the processes of setting up and managing employee benefits, onboarding new hires, and ensuring compliance with regulations. The platform serves as a centralized hub for human resources information, allowing over 70,000 businesses to efficiently manage their HR needs. Ease's commitment to modernizing HR practices has garnered recognition, including being named one of the fastest-growing software companies and one of the most popular HR software solutions.
Sentieo
Series A in 2018
Sentieo Inc. operates a financial research platform tailored for equity and corporate analysts, providing investment and business insights through advanced technologies such as machine learning and natural language processing. The platform aggregates both internal and external content into a unified workspace, streamlining the research process for its clients. Sentieo's offerings include financial document search, broker research portals, research management tools, and access to alternative datasets, making it a comprehensive solution for investment management, corporate intelligence, wealth management, and consulting sectors. Founded in 2012 and headquartered in San Francisco, California, with additional offices in New York and New Delhi, Sentieo serves over 1,100 global customers, including numerous institutional investment firms and Fortune 500 companies, helping them to efficiently surface, visualize, and share critical financial insights for informed decision-making.
Alaia Capital
Venture Round in 2018
Alaia Capital was created to address the inherent issues within traditional investments and/or structured products, delivering innovative outcome-driven solutions built specifically around client needs and not around institutional structural limitations. These can include structured UITs, private funds, or portfolio protection and yield enhancement strategies. Their deep knowledge of the industry, paired with their commitment to transparency, allows us to provide unparalleled insight to our partners.
SheerID
Series B in 2018
SheerID, Inc. operates a digital verification platform that specializes in identity verification solutions for retailers and associations, enabling them to offer targeted discounts and exclusive offers online. The platform provides verification services for various groups, including military personnel, students, teachers, and first responders, while also facilitating business and membership verification. These solutions are integrated into e-commerce websites, mobile applications, and point-of-sale systems, allowing enterprises across industries such as retail, hospitality, and financial services to create authenticated experiences. Founded in 2011 and based in Eugene, Oregon, with an additional office in Portland, SheerID aims to enhance customer trust and loyalty by providing real-time verification of identities using authoritative data sources, ultimately reducing fraud and customer churn.
Quantitative Brokers
Funding Round in 2017
Quantitative Brokers, LLC is an algorithmic agency brokerage specializing in fixed-income products and futures. Founded in 2008 and headquartered in New York, the company also has offices in London and Chennai. As a subsidiary of Deutsche Börse AG since December 2020, Quantitative Brokers offers advanced algorithms and data-driven analytics to clients in the Futures and US Cash Treasury markets. The firm focuses on developing a comprehensive suite of products aimed at reducing implicit trading costs, thereby enhancing clients' trading efficiency. By providing automated execution and a streamlined execution flow, Quantitative Brokers helps clients lower their total trading costs and improve their overall productivity.
One
Venture Round in 2017
One, Inc. is a technology company based in Folsom, California, that specializes in cloud-based software solutions for the property and casualty insurance sector. Founded in 2012, it offers a comprehensive suite of products, including InsureOne, which encompasses policy management, payment processing, enterprise efficiency management, agency management, customer relationship management, and business intelligence reporting. The company's software is designed to meet the needs of various stakeholders in the insurance industry, including agencies, carriers, and managing general agents (MGAs). One, Inc. focuses on providing digital payment solutions that integrate inbound and outbound payment capabilities with industry-specific reporting and reconciliation, enhancing operational efficiency and data management for its clients.
Jumio
Venture Round in 2016
Jumio is an AI-driven platform specializing in digital identity management and authentication to combat fraud and financial crimes. The Jumio KYX Platform provides a suite of identity proofing services designed to establish, maintain, and reaffirm trust throughout the customer journey, from account creation to ongoing transaction monitoring. Utilizing advanced technologies such as artificial intelligence, biometrics, machine learning, and liveness detection, Jumio enables organizations to expedite customer onboarding while ensuring compliance with regulatory standards like KYC, AML, and GDPR. The company has successfully verified over 300 million identities across more than 200 countries and territories, serving a diverse range of sectors including financial services, digital currency, retail, travel, and online gaming. Founded in 2016 by Daniel Mattes and Robert Prigge, Jumio is headquartered in Palo Alto, California.
Jumio
Acquisition in 2016
Jumio is an AI-driven platform specializing in digital identity management and authentication to combat fraud and financial crimes. The Jumio KYX Platform provides a suite of identity proofing services designed to establish, maintain, and reaffirm trust throughout the customer journey, from account creation to ongoing transaction monitoring. Utilizing advanced technologies such as artificial intelligence, biometrics, machine learning, and liveness detection, Jumio enables organizations to expedite customer onboarding while ensuring compliance with regulatory standards like KYC, AML, and GDPR. The company has successfully verified over 300 million identities across more than 200 countries and territories, serving a diverse range of sectors including financial services, digital currency, retail, travel, and online gaming. Founded in 2016 by Daniel Mattes and Robert Prigge, Jumio is headquartered in Palo Alto, California.
Blueprint Software Systems
Venture Round in 2015
Blueprint Software Systems Inc. develops software solutions designed to assist organizations in building business and software applications. The company's offerings include tools for regulatory compliance, agile transition, and alignment of business and IT. Key products such as Blueprint Storyteller facilitate collaboration among stakeholders by automating the generation of user stories and acceptance criteria. The software provides detailed traceability and impact analysis, enabling users to create relationships between requirements for better project insights. Additionally, Blueprint's solutions include pre-packaged content for agile and regulatory needs, visual modeling for contextual storytelling, and integrations with popular agile development tools to enhance cross-departmental alignment. The company also offers management reporting tools that deliver analytics on project portfolios. Serving numerous Fortune 100 companies, Blueprint operates in various sectors including banking, government, healthcare, and insurance. Founded in 2003 and based in Toronto, Canada, Blueprint was previously known as Sofea Inc. and rebranded in 2007.
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