Bain Capital

Bain Capital is a Boston-based multi-asset alternative investment firm that sources, funds, and manages investments across private equity, venture capital, credit, and public equity. Founded in 1984, it operates globally with specialized units focused on growth and buyout investments, life sciences, and impact-oriented opportunities. The firm backs companies across sectors including healthcare and life sciences, technology, software and data services, financial services, consumer, manufacturing, and industrials, spanning from early-stage ventures to growth equity and large-scale acquisitions. It emphasizes value creation through strategic support and partnerships, leveraging deep operating experience and a global network. Its life sciences arm targets pharmaceutical, biotechnology, medical device, and diagnostic companies; the Double Impact unit pursues market-rate returns alongside measurable social and environmental benefits; Bain Capital Ventures backs technology-enabled businesses from seed to growth across enterprise software, infrastructure, and services. The firm maintains offices in Boston and major markets worldwide, aiming to deliver competitive returns while supporting innovation and economic development.

Darren Abrahamson

Managing Director

Ajay Agarwal

Managing Director

Marc Akinbi

Associate

Thomas Allen

Principal

Eric Anderson

Managing Director and Member of the North American Private Equity Team

Maria Andrisani

Investor

Ernesto Anguilla

Managing Director

Tim Anten

Managing Director and Member of the European Private Equity Team

Melaku Arega

Associate

Carlos Argilagos

Investor

Dewey Awad

Managing Director

Gunjan Bahl

Managing Director

Brad Balter

Vice President

Lorenzo Bartolini

Associate

James Bath

Vice President

Cecile Belaman

Managing Director

Jonathan Belitsos

Principal

Nicholas Bendt

Principal

Saahil Bhatia

Principal

Bruce Biegler

Associate

William Bihrle

Principal

Riker Bixby

Associate

Brooks Blake

Investment Director and Partner, Investments

Andrew Brady

Associate

Allison Braley

Partner

Devon Breton-Pakozdi

Associate

Jakob Brevinge

Principal

Andrej Busch

Managing Director

Giovanni Camera

Principal

Matt Cannan

Managing Director

Edgar Carrero

Associate

Phillip Carter

Managing Director

Maria Casciani

Associate

Jonah Cashdan

Vice President

Hui Chan

Principal

Amit Chandra

Managing Director

Hunter Chang

Associate

Cecilia Chao

Managing Director

Owen Chapey

Associate

Brad Charchut

Managing Director

Daniel Charnoff

Vice President

Shuvam Chaudhuri

Associate

Daisy Chen

Principal

Drew Chen

Managing Director

Chen Qian

Principal

Mary Chen

Associate

Leong Cheung

Operating Partner

John Paul (JP) Chilazi

Principal

Mike Choi

Principal

Kevin Chong

Partner, Special Situations and Head of Special Situations Portfolio Group

Kei W. Chua

Managing Director

Davis Clayson Jr.

Managing Director

Alysaa Co

Vice President

Alysaa Co

Associate

Zeeza Cole

Investor

Amanda Conklin

Vice President, Double Impact

John Connaughton

Managing Partner

Todd Cook

Partner

Jay Corrigan

Group Co-CFO

Ryan Cotton

Managing Director

Will Cozean

Managing Director

Pascal Croak

Investor

Leslie Crowe

Partner

R.J Cunio

Associate

Frank D'Hollander

Operating Partner

Jennie Daisak

Associate

Jennifer Davis

Partner, Private Equity, Consumer and Retail Vertical and Member of the North American Private Equity Team

Wayne Deveydt

Managing Director and Member of Portfolio Group for North America Private Equity

Nathaniel Denby

Associate

Clarence Deng

Vice President

David DesPrez

Managing Director

Sara Diniz

Investor

Christina Dix

Partner, Healthcare Vertical and Member of European Private Equity team

Arnaud Doerane

Principal

Jacob Donnelly

Partner

David Edelson

Managing Director of Portfolio Group and Member of the North American Private Equity

Erin Endres

Associate

Eric Erb

Managing Director

Matt Evans

Managing Director

Liraz Evenor

Managing Director Private Equity and Director in the Consumer and Retail Vertical & Member of the Portfolio Group for North America Private Equity

Andy Fan

Principal

Robert Farkas

Partner, Private Equity and Member of the North American Private Equity Team

Leonard Feiner

Principal

Clark Feng

Managing Director

Valentin Fernandez

Vice President

Drew Field

Associate

Daniel Fishbaum

Investor

Jorge Fournier

Associate

Matt Freeman

Managing Director

Michel Freund

Partner and Member of the North American Private Equity Team

Scott Friend

Managing Partner

Rak Garg

Partner

Nick Gattas

Vice President

Francois Gilbart

Operating Partner, Private Equity

James Goldman

Investor

Brian Goldsmith

Principal

Dylan Goldstein

Associate

Nikolay Golubev

Managing Director

Christopher Gordon

Managing Director

Ben Gottdiener

Associate

Michael Grandfield

Partner

Jeffrey Green MD

Partner

Evan Greif

Associate

David Gross-Loh

Managing Director

Kevin Guan

Principal

Indy Guha

Partner

Indranil Guha

Partner

Andrew Hack

Managing Director

Soren Haefcke

Principal

Dave Hamilton

Partner and Co-Head of Information Technology

Ingrid Hammond

Vice President

Kristie Han

Principal

Kim Harris

Managing Director

Matthew Harris

Partner

Alena Harrison

Vice President

Joshua Hartz

Managing Director

Ray Hass

Managing Director and Member of the Asia Pacific Portfolio Group

Dawit Heck

Principal

Blair Hendrix

Managing Director

Darren Herman

Managing Director, Private Equity and Member of the North American Private Equity team

Rachel Hersh

Associate

Aaref Hilaly

Partner

Jim Hildebrandt

Managing Director

Sarah Hinkfuss

Partner

Alex Hocherman

Managing Director

Alison Holmes

Principal, Private Equity and Consumer, Retail and Dining Vertical & Member of the North American Private Equity Team

Hajime Honda

Principal

Maren Hopkins

Vice President

Halvor Meyer Horten

Managing Director

Olivia Howard

Managing Director

Catherine Hua

Associate

June Huang

Vice President

Merritt Hummer

Partner

David Humphrey

Managing Director

Jonathan Humphrey

Principal

Viva Hyatt

Managing Director

Christophe Jacobs van Merlen

Managing Director

Abhiroop Jayanthi

Principal

Sue Jia

Associate

Cristian Jitianu

Managing Director

Philippe Kamel

Vice President

Masafumi Kamishiro

Vice President

Andrew Kaplan

Partner, Private Equity and Healthcare Vertical and Member Of The North American Private Equity Team

Christopher Kastner

Managing Director, Portfolio Group and Member of the North American Private Equity team

Andrew Kateiva

Managing Director

Nick Kazarinoff

Vice President

James Kellog

Managing Director

Liam Kennedy

Partner and Corporate Controller

Paul Kennedy

Partner

Victoria Khanna

Managing Director

Tomohiro Kikuta

Managing Director

Daniel Kim

Principal

Hyunseung Kim

Vice President

Scott Kirk

Partner

Ryuto Kobayashi

Managing Director

Klaus Koenigshausen

Principal

Takatoshi Kojima

Vice President

Hayato Kondoh

Vice President

Adam Koppel

Managing Director

Ashish Kotecha

Partner

Mike Krupka

Partner

Hisashi Kubodera

Principal and Member of the Asian Pacific Private Equity Team

Ajay Kumar

Principal

Komi Kyu

Principal

Charles Lawson

Principal

Max Lechtman

Analyst

Chris Leddy

Principal

Jungwoo Lee

Managing Director

Casey Leonetti Ph.D

Managing Director, Private Equity

Adam Levin

Partner

Susan Levine

Managing Director

Carolyn Liu

Managing Director

Andrew Liu

Vice President

Zihan Liu

Vice President

Angela Liu

Associate

Cara Lorion

Managing Director, Partner and Co-CFO for Coinvest, GP and Partner Services

Phillip Loughlin

Partner, Global Head of the Financial and Business Services Vertical and Member of the Consumer / Retail Vertical

Phil Loughlin

Managing Director

Benjamin Lund

Principal

James Mackey

Principal, Private Equity and Technology Vertical and Member of the North American Private Equity Team

Ritika Mahal

Vice President

Rishi Mandawat

Managing Director

Shyam Mani

Analyst

Francesco Marra

Vice President

Giacomo Massetti

Managing Director, Consumer and Industrial Verticals and Member of the European Private Equity team

Kimberly McCaslin

Partner, Private Equity and Head of the North America Portfolio Group

Charles Megaw Ph.D

Partner, Private Equity and Member of Portfolio Group for Europe Private Equity

Christina Kyriazi

Partner

Christina (Phillips) Melas-Kyriazi

Partner

Greg Mervine

Associate

Abby Meyers

Principal

Swati Mital

Executive Vice President

Anant Mohta

Vice President

Grace Mollard

Principal

Sarah Morris

Managing Director of Portfolio Group and Member of the European Private Equity Team

Frank Morton

Associate

Paul Moskowitz

Principal

Colin Motley

Principal

Michael Murphy

Partner, Private Equity

Maurizio Mussi

Managing Director

Shunsuke Nakahama

Managing Director

Cara Nealon

Senior Vice President, Portfolio Group and Member of the North American Private Equity Team

Adam Nebesar

Managing Director

Brandon Nishida

Associate

Petr Nosek

Principal

Ethan O'Neill

Associate

Devin O'Reilly

Managing Director

Kazunari Obama

Vice President

Martha Obasi

Vice President

Yurio Ogawa

Managing Director

Saanya Ojha

Partner

Nicholas Onie

Vice President

Mohaira Osman

Associate

Kenichi Ota

Principal

Kohei Otani

Vice President

Jeff Otis

Vice President

Stephen Pagliuca

Managing Director

Jie Pan

Operating Partner

Minju Park

Vice President

Hardi Patel

Associate

Sandro Patti

Investor

Sam Payne

Vice President

Gregory Petros

Principal, Healthcare Vertical and Member of the European Private Equity team

Josh Plavner

Principal

Matt Popoli

Investor

Fatima Porras Olalla

Vice President

Benjamin Prawdzik

Vice President, Consumer and Financial and Business Services Verticals

Marc Pulde

Vice President

Larissa Quinn

Vice President

Gianni Renzi

Associate

Gauthier Reymondier

Managing Director

Iris Rhee

Vice President

Peter Riehl

Managing Director

Allyson Rinderle

Managing Director

Allyson S. Rinderle

Managing Director

Steve Rizoli

Vice President

Joseph Robbins

Managing Director

Mitt Romney

Founder

Joshua Ross

Managing Director

Douglas Rudisch

Managing Director

Ali Rundlett

Investor

Mark Saadine

Principal

Jeremie Saiman

Vice President

Enrique Salem

Managing Partner

Youssef Salha

Principal

Linas Samuolis

Investor

Tom Sargeant

Managing Director

Jeff Scherer

Managing Partner

Quinn Schwab

Vice President

Jeffrey Schwartz

Managing Director

Matt Sears

Principal

Dominik Seitz

Principal

Ivano Sessa

Managing Director

Hajime Shimazu

Principal

Jacob Silverman

Associate

Harry Simpson

Vice President

Ari Singer-Freeman

Associate

Pavninder Singh

Managing Director

David Spiller JD

Partner of Portfolio Group and Member of the North American Private Equity Team

Peter Spring

Managing Director

David Steiner

Vice President of Real Esate

Kate Steinman

Associate

James Stevens

Principal

Slater Stich

Partner

Pooja Subramaniam

Associate

Radhika Subramanian

Principal, Consumer, Retail and Financial services and a Member of the Asia Pacific Private Equity team

Masa Suekane

Managing Director

Jack Sun

Principal

Ricky Lijing Sun

Managing Director

Mark Sutton

Chief Information Security Officer and Managing Director

Junichi Takami

Vice President

Yuji Takei

Managing Director

James Tam

Managing Director

Tan Chuqiao

Partner

Will Tetler

Principal

Ellinor Thiel

Vice President

Aurelia Tichoux

Vice President

Miray Topay

Managing Director

John Toussaint

Managing Director

Pierre-Henri Vacher-Lavenu

Vice President

William Van Fossen

Associate

Davide Vidotto

Vice President

Paolo Vismara

Managing Director, Portfolio Group and Member of the European Private Equity team

Shunsuke Wakita

Vice President

Nigel Walder

Managing Director

Stephanie Walsh

Managing Director

Renjie Wang

Principal

Danielle Wang

Vice President

Florence Wang

Investor

Michael Ward

Managing Director, COO and CFO

Iain Ware

Managing Director

Shun Watanabe

Vice President

Harris Weber

Vice President

Sam Weil

Vice President

Lauren Weishaar

Investor

James Weldon

Associate

Radhesh Welling

CEO

Phil Wieland

Operating Partner

Jeff Williams

Operating Partner

Shena Willis

Vice President

ELi Winkler

Vice President

Patricia Winton

Partner and Head of ESG

Natalie Wright

Partner and Head of Investment Operations, Private Equity

John Wright

Managing Director

Ray Xi

Principal

Frank Yao

Managing Director

Takumi Yoshikawa

Partner

Martina Yu

Vice President

Amanda Zajac

Investor

Amir Zamani

Principal

Zhenyu Zhang Ph.D

Managing Director and Member of the Asian Pacific Private Equity Team

Kevin Zhang

Partner

Zhao Su

Principal

Lina Zhou

Vice President

Mao Zhou

Vice President

Jason Zhu

Principal

Jonathan Jia Zhu

Managing Director

Jack Zhu

Vice President

Paul Zurlo

Partner

Max de Groen

Managing Director

Joshua de Kroes

Vice President

Past deals in Compliance

Norm AI

Series B in 2025
Norm AI develops an AI-powered platform for regulatory compliance in legal and compliance industries. It enables teams to delegate tasks to its Regulatory AI via high-level instructions, while validating the resulting work products.

Charta

Seed Round in 2025
Charta Health is a technology company specializing in medical billing optimization. It employs artificial intelligence to scrutinize patient charts before claims are submitted, ensuring all potential revenue opportunities are captured, claim denials are minimized, and billing standards are consistently met. The platform offers real-time analytics, audits, and autonomous chart reviews, empowering healthcare professionals to enhance administrative efficiency and patient care.

VISO TRUST

Venture Round in 2024
VISO Trust is a San Francisco-based company founded in 2016 that specializes in vendor security due diligence. The company has developed a platform that provides comprehensive and actionable information regarding vendor security risks. This platform enables decision-makers to conduct informed risk assessments and make sound security choices by streamlining the vendor review process. By delivering reliable data, VISO Trust assists enterprises in managing third-party security risks effectively and transparently, ultimately enhancing their overall cybersecurity posture.

MaintainX

Series C in 2023
MaintainX is a software-as-a-service platform that digitizes work orders and procedures for frontline and maintenance teams. The platform supports workflow digitization, collaboration, and analytics, along with environmental and training checklists, tooling and gauge reporting, auditing and inspection workflows, and quality control inspections, with capabilities to communicate and upload photos. It helps manufacturing facilities, restaurants, hotels, and other business groups streamline maintenance operations, manage asset information, and support regulatory compliance and audits. The solution emphasizes IoT-enabled features and real-time field insights to improve efficiency and reliability in maintenance, reliability, and operations. Founded in 2018 and headquartered in San Francisco, California, MaintainX provides a mobile-first platform designed to empower frontline workers with a modern digital workflow.

Reserv

Series A in 2023
Reserv is a developer of a digital claims third-party administrator platform designed to optimize property and casualty claims. The platform is compliant with insurance carriers and also serves as an incubator to test technologies and AI services to advance claims innovation and efficiency, enabling users to access products and services that deliver better outcomes and address critical resource challenges.

Finley Technologies

Series A in 2023
Finley Technologies specializes in debt management software aimed at simplifying the processes of capital raising and management for growing companies. Their platform enables users to automate debt capital operations, ensuring compliance with credit agreements and facilitating due diligence. By centralizing organizational knowledge, Finley's software streamlines ongoing reporting with capital providers, making it an essential tool for businesses like Ramp that manage substantial debt capital. The team at Finley combines expertise from notable firms such as Goldman Sachs, Nova Credit, and Palantir Technologies, and the company has received backing from prominent investors including Y Combinator and Bain Capital Ventures.

Disclo

Venture Round in 2022
Disclo is a HIPAA compliant platform enabling employers to collect, verify, and manage employee health disclosures and accommodation requests. Disclo helps employees secure the enhancements and protections they need to succeed in their careers without having to disclose their underlying medical condition to their employer.

Disclo

Pre Seed Round in 2022
Disclo is a HIPAA compliant platform enabling employers to collect, verify, and manage employee health disclosures and accommodation requests. Disclo helps employees secure the enhancements and protections they need to succeed in their careers without having to disclose their underlying medical condition to their employer.

Reserv

Seed Round in 2022
Reserv is a developer of a digital claims third-party administrator platform designed to optimize property and casualty claims. The platform is compliant with insurance carriers and also serves as an incubator to test technologies and AI services to advance claims innovation and efficiency, enabling users to access products and services that deliver better outcomes and address critical resource challenges.

JupiterOne

Series C in 2022
JupiterOne, Inc. is a cloud-based cybersecurity asset management and automation software company headquartered in Morrisville, North Carolina, with additional offices in Charlotte, Salt Lake City, and Seattle. Founded in 2018, JupiterOne provides organizations with tools designed to enhance visibility and compliance in their cloud infrastructure. Its software assists chief information security officers, security operations teams, and compliance officers by automating asset discovery, managing cloud posture, conducting risk analysis, and facilitating compliance reporting. The platform also enables vulnerability management, threat hunting, and incident response. Additionally, the JupiterOne Insights application allows users to create customized reporting dashboards and visualizations, aiding in the identification of security issues within code repositories and development processes. By offering continuous data aggregation and relationship modeling across all assets, JupiterOne simplifies cloud security, making it more accessible and effective for organizations.

VISO TRUST

Series A in 2022
VISO Trust is a San Francisco-based company founded in 2016 that specializes in vendor security due diligence. The company has developed a platform that provides comprehensive and actionable information regarding vendor security risks. This platform enables decision-makers to conduct informed risk assessments and make sound security choices by streamlining the vendor review process. By delivering reliable data, VISO Trust assists enterprises in managing third-party security risks effectively and transparently, ultimately enhancing their overall cybersecurity posture.

Zero Hash

Series D in 2022
Zero Hash is a B2B embedded infrastructure platform that enables businesses to integrate digital assets into their customer experience via API endpoints. It offers secure custody for both fiat and digital assets, handles regulatory compliance, and provides turnkey solutions for digital asset trading, crypto-backed rewards, and round-ups programs.

Thoropass

Series B in 2021
Thoropass is a compliance automation platform that helps businesses navigate complex regulatory requirements. The company offers a suite of services and tools designed to simplify the compliance process, enabling organizations to manage and store compliance programs effectively. Thoropass provides access to various infosec and privacy frameworks, including SOC 2, ISO 27001, GDPR, HIPAA, and PCI DSS. By combining intelligent software with expert guidance and continuous monitoring, Thoropass prepares companies for successful audits each year. Its platform facilitates the design of stage-appropriate controls and offers a concierge service to assist clients throughout the certification process. Hundreds of growing companies rely on Thoropass to build scalable security practices and maintain compliance over the long term.

Finley Technologies

Seed Round in 2021
Finley Technologies specializes in debt management software aimed at simplifying the processes of capital raising and management for growing companies. Their platform enables users to automate debt capital operations, ensuring compliance with credit agreements and facilitating due diligence. By centralizing organizational knowledge, Finley's software streamlines ongoing reporting with capital providers, making it an essential tool for businesses like Ramp that manage substantial debt capital. The team at Finley combines expertise from notable firms such as Goldman Sachs, Nova Credit, and Palantir Technologies, and the company has received backing from prominent investors including Y Combinator and Bain Capital Ventures.

JupiterOne

Series B in 2021
JupiterOne, Inc. is a cloud-based cybersecurity asset management and automation software company headquartered in Morrisville, North Carolina, with additional offices in Charlotte, Salt Lake City, and Seattle. Founded in 2018, JupiterOne provides organizations with tools designed to enhance visibility and compliance in their cloud infrastructure. Its software assists chief information security officers, security operations teams, and compliance officers by automating asset discovery, managing cloud posture, conducting risk analysis, and facilitating compliance reporting. The platform also enables vulnerability management, threat hunting, and incident response. Additionally, the JupiterOne Insights application allows users to create customized reporting dashboards and visualizations, aiding in the identification of security issues within code repositories and development processes. By offering continuous data aggregation and relationship modeling across all assets, JupiterOne simplifies cloud security, making it more accessible and effective for organizations.

OpenFin

Venture Round in 2020
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.

Thoropass

Series A in 2020
Thoropass is a compliance automation platform that helps businesses navigate complex regulatory requirements. The company offers a suite of services and tools designed to simplify the compliance process, enabling organizations to manage and store compliance programs effectively. Thoropass provides access to various infosec and privacy frameworks, including SOC 2, ISO 27001, GDPR, HIPAA, and PCI DSS. By combining intelligent software with expert guidance and continuous monitoring, Thoropass prepares companies for successful audits each year. Its platform facilitates the design of stage-appropriate controls and offers a concierge service to assist clients throughout the certification process. Hundreds of growing companies rely on Thoropass to build scalable security practices and maintain compliance over the long term.

JupiterOne

Series A in 2020
JupiterOne, Inc. is a cloud-based cybersecurity asset management and automation software company headquartered in Morrisville, North Carolina, with additional offices in Charlotte, Salt Lake City, and Seattle. Founded in 2018, JupiterOne provides organizations with tools designed to enhance visibility and compliance in their cloud infrastructure. Its software assists chief information security officers, security operations teams, and compliance officers by automating asset discovery, managing cloud posture, conducting risk analysis, and facilitating compliance reporting. The platform also enables vulnerability management, threat hunting, and incident response. Additionally, the JupiterOne Insights application allows users to create customized reporting dashboards and visualizations, aiding in the identification of security issues within code repositories and development processes. By offering continuous data aggregation and relationship modeling across all assets, JupiterOne simplifies cloud security, making it more accessible and effective for organizations.

Zero Hash

Series C in 2020
Zero Hash is a B2B embedded infrastructure platform that enables businesses to integrate digital assets into their customer experience via API endpoints. It offers secure custody for both fiat and digital assets, handles regulatory compliance, and provides turnkey solutions for digital asset trading, crypto-backed rewards, and round-ups programs.

Kalderos

Series B in 2020
Kalderos, Inc. is a healthcare technology company that specializes in drug discount management solutions. Founded in 2016 and headquartered in Chicago, Illinois, with an additional location in Brookfield, Wisconsin, Kalderos offers a software-as-a-service (SaaS) platform designed to analyze and optimize the coordination of drug discount programs for healthcare providers, manufacturers, and payers. The platform employs advanced models and machine learning processes to identify and resolve non-compliance issues, detect inconsistencies, and provide data management capabilities. By offering features such as claims verification, dispute resolution, and discount monitoring, Kalderos enables its clients to streamline the communication and payment processes associated with drug discounts, ultimately eliminating waste and enhancing efficiency in the healthcare system.

Justworks

Series E in 2020
Justworks, Inc. is a New York-based company founded in 2012 that offers a comprehensive software platform designed to simplify payroll, benefits, human resources, and compliance for small and medium-sized businesses. By serving as a professional employer organization, Justworks enables businesses to bundle essential employment-related functions, allowing them to efficiently manage payroll, employee information, and compliance requirements. The platform also provides access to affordable health insurance and benefits, along with self-service capabilities for businesses to navigate workforce management confidently. Justworks enhances operational efficiency and cost savings through its cloud-based solutions, offering 24/7 support and expertise tailored for modern business needs.

Zelis

Venture Round in 2020
Zelis is a healthcare and financial technology company that specializes in claims cost management and payments optimization solutions. Founded in 2016 and based in Bedminster, New Jersey, Zelis provides integrated services such as network analytics, payment integrity, electronic payments, and claims communications. These offerings aim to streamline the pricing, payment, and explanation of healthcare claims for payers, healthcare providers, and consumers across medical, dental, and workers' compensation markets. By leveraging advanced technology, Zelis assists its clients in navigating the complexities of the healthcare financial landscape while ensuring compliance with evolving regulations. The company is supported by investment firms Parthenon Capital Partners and Bain Capital.

OpenFin

Series C in 2019
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.

Lumina

Seed Round in 2018
Lumina Technologies Inc. develops a cryptocurrency trading platform that provides a comprehensive suite of services for managing digital assets. Established in 2018 and based in San Francisco, the company offers portfolio management, accounting, tax services, and trade execution specifically for cryptocurrencies. Lumina's platform is designed to help investment managers, including hedge funds and family offices, navigate the complexities of the digital assets landscape. It enables clients to visualize holdings, track performance, assess risk, and generate reports, thus streamlining operations and enhancing the management of digital asset portfolios. As a subsidiary of BitGo, Inc., Lumina is trusted by leading investment funds and professionals seeking institutional-grade solutions in the evolving financial ecosystem of cryptocurrencies.

Zero Hash

Series B in 2018
Zero Hash is a B2B embedded infrastructure platform that enables businesses to integrate digital assets into their customer experience via API endpoints. It offers secure custody for both fiat and digital assets, handles regulatory compliance, and provides turnkey solutions for digital asset trading, crypto-backed rewards, and round-ups programs.

SigFig

Series E in 2018
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.

Justworks

Series D in 2018
Justworks, Inc. is a New York-based company founded in 2012 that offers a comprehensive software platform designed to simplify payroll, benefits, human resources, and compliance for small and medium-sized businesses. By serving as a professional employer organization, Justworks enables businesses to bundle essential employment-related functions, allowing them to efficiently manage payroll, employee information, and compliance requirements. The platform also provides access to affordable health insurance and benefits, along with self-service capabilities for businesses to navigate workforce management confidently. Justworks enhances operational efficiency and cost savings through its cloud-based solutions, offering 24/7 support and expertise tailored for modern business needs.

Halo Health

Series A in 2017
Halo Health Inc. is a technology company that specializes in providing clinical communication and care coordination solutions for healthcare organizations in the United States. The company offers a comprehensive clinical communication platform that includes various tools such as secure messaging for healthcare professionals, an enterprise-wide scheduling system, and patient engagement features. Its offerings, which include Halo Messaging, Halo Pronto, Patient Halo, Halo Handoff, Halo Link, and Halo Patient Coordinator, aim to enhance real-time communication among physicians, nurses, and staff, thereby streamlining patient care. The platform integrates seamlessly with hospital systems, allowing users to access electronic health records, manage on-call schedules, and coordinate care effectively. Halo Health's solutions are designed to improve response times, reduce readmission rates, and facilitate efficient transitions of care. Founded in 2010 and headquartered in Cincinnati, Ohio, Halo Health was previously known as Doc Halo, LLC until it rebranded in May 2018.

OpenFin

Series B in 2017
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.

SigFig

Series D in 2016
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.

Justworks

Series C in 2016
Justworks, Inc. is a New York-based company founded in 2012 that offers a comprehensive software platform designed to simplify payroll, benefits, human resources, and compliance for small and medium-sized businesses. By serving as a professional employer organization, Justworks enables businesses to bundle essential employment-related functions, allowing them to efficiently manage payroll, employee information, and compliance requirements. The platform also provides access to affordable health insurance and benefits, along with self-service capabilities for businesses to navigate workforce management confidently. Justworks enhances operational efficiency and cost savings through its cloud-based solutions, offering 24/7 support and expertise tailored for modern business needs.

Justworks

Series B in 2015
Justworks, Inc. is a New York-based company founded in 2012 that offers a comprehensive software platform designed to simplify payroll, benefits, human resources, and compliance for small and medium-sized businesses. By serving as a professional employer organization, Justworks enables businesses to bundle essential employment-related functions, allowing them to efficiently manage payroll, employee information, and compliance requirements. The platform also provides access to affordable health insurance and benefits, along with self-service capabilities for businesses to navigate workforce management confidently. Justworks enhances operational efficiency and cost savings through its cloud-based solutions, offering 24/7 support and expertise tailored for modern business needs.

OpenFin

Convertible Note in 2015
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.

SigFig

Series C in 2014
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.

OpenFin

Series A in 2014
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.

MedHOK

Private Equity Round in 2014
MedHOK offers a unified platform designed to enhance Integrated Actionable Healthcare by focusing on Care, Quality, and Compliance. The company aims to improve clinical outcomes and quality measures while ensuring that reimbursement is tied to these enhanced quality outcomes. MedHOK serves a variety of healthcare entities, including health plans, accountable care organizations, patient-centered medical homes, pharmacy benefit managers, and specialty pharmacies, facilitating a more efficient and effective healthcare delivery system. Through its innovative approach, MedHOK addresses the complexities of healthcare management, striving to create better healthcare experiences and outcomes for patients.

SigFig

Series B in 2013
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.

Datica Health

Seed Round in 2013
Founded in 2013, Datica specializes in secure cloud management for highly regulated industries. Its platform enables developers to add user management, data storage, and secure messaging while facilitating EHR integration and cloud compliance.

MYOB Technology

Acquisition in 2011
MYOB Technology is a provider of accounting software solutions designed to support business owners and accountants across various industries. The company offers a range of products, including MYOB Essentials, MYOB AccountRight, and MYOB Advanced, which cater to businesses of different sizes. Their software facilitates financial management by automating accounting and payroll tasks, managing employee payments, and ensuring compliance with local regulations. Additionally, MYOB has adopted cloud-based solutions, enabling users to access their accounting and payroll information from anywhere with an internet connection. This focus on efficiency and compliance helps small and medium-sized businesses streamline their operations and manage their financial responsibilities effectively.

Memento

Debt Financing in 2010
Memento is a provider of enterprise fraud and compliance solutions, catering primarily to credit unions and community banks in North America and Europe. Founded in 2002 and headquartered in Concord, Massachusetts, with additional offices in major cities including New York, Los Angeles, Milan, London, and Washington, D.C., Memento designs its offerings to enhance proactive monitoring, detection, and investigation of fraudulent activities. The company’s flagship platform, Security 4.0, integrates data management, fraud analytics, and case management functionalities to address various technological challenges and combat fraud and compliance issues. Memento's solutions encompass monitoring for new account fraud across multiple channels, insider threats through transaction data analysis, and protecting deposit accounts from fraud. Additionally, it provides tailored fraud prevention solutions for smaller financial institutions and tools that help organizations meet regulatory requirements while safeguarding customers against identity theft.

Regulatory Datacorp

Venture Round in 2009
Regulatory DataCorp, Inc. is a provider of governance, risk, and compliance solutions, primarily catering to Fortune 100 companies across diverse industries. Established in 2002 and headquartered in King of Prussia, Pennsylvania, with an additional office in Singapore, the company specializes in delivering precise risk alerts and ongoing monitoring to enhance protection and performance. Its range of services includes anti-money laundering, know your customer, anti-bribery and corruption, and supplier due diligence. The company serves a wide array of sectors, including banking, insurance, e-commerce, energy, automotive, and technology, assisting financial institutions and high-risk corporations in achieving superior risk-screening outcomes while ensuring regulatory compliance.

Memento

Series D in 2008
Memento is a provider of enterprise fraud and compliance solutions, catering primarily to credit unions and community banks in North America and Europe. Founded in 2002 and headquartered in Concord, Massachusetts, with additional offices in major cities including New York, Los Angeles, Milan, London, and Washington, D.C., Memento designs its offerings to enhance proactive monitoring, detection, and investigation of fraudulent activities. The company’s flagship platform, Security 4.0, integrates data management, fraud analytics, and case management functionalities to address various technological challenges and combat fraud and compliance issues. Memento's solutions encompass monitoring for new account fraud across multiple channels, insider threats through transaction data analysis, and protecting deposit accounts from fraud. Additionally, it provides tailored fraud prevention solutions for smaller financial institutions and tools that help organizations meet regulatory requirements while safeguarding customers against identity theft.

Appriss

Venture Round in 2007
Appriss Inc. is a provider of software-as-a-service (SaaS) solutions focused on public safety, risk management, compliance, and health information in the United States. The company offers a range of products, including MobilePatrol, which connects users with their communities, and JusticeXchange, designed for law enforcement to track wanted individuals and create photo lineups. Additionally, Appriss provides CrashLogic for crash report management, VINE for crime victim notifications, and the National Precursor Log Exchange for tracking sales of certain medications. Their solutions also include RiskCheckNow for fraud detection, TrueCompliance for identifying non-compliance, and PMP AWARE for monitoring prescription drug distribution. Furthermore, Appriss operates various portals for police crash reports and offers ProviderSafe for healthcare credentialing. Founded in 1994 and headquartered in Louisville, Kentucky, Appriss serves clients in sectors such as insurance, healthcare, retail, and government agencies. The company was previously known as Interactive Systems, L.L.C. before rebranding in 2000.

Regulatory Datacorp

Venture Round in 2007
Regulatory DataCorp, Inc. is a provider of governance, risk, and compliance solutions, primarily catering to Fortune 100 companies across diverse industries. Established in 2002 and headquartered in King of Prussia, Pennsylvania, with an additional office in Singapore, the company specializes in delivering precise risk alerts and ongoing monitoring to enhance protection and performance. Its range of services includes anti-money laundering, know your customer, anti-bribery and corruption, and supplier due diligence. The company serves a wide array of sectors, including banking, insurance, e-commerce, energy, automotive, and technology, assisting financial institutions and high-risk corporations in achieving superior risk-screening outcomes while ensuring regulatory compliance.

Memento

Series C in 2007
Memento is a provider of enterprise fraud and compliance solutions, catering primarily to credit unions and community banks in North America and Europe. Founded in 2002 and headquartered in Concord, Massachusetts, with additional offices in major cities including New York, Los Angeles, Milan, London, and Washington, D.C., Memento designs its offerings to enhance proactive monitoring, detection, and investigation of fraudulent activities. The company’s flagship platform, Security 4.0, integrates data management, fraud analytics, and case management functionalities to address various technological challenges and combat fraud and compliance issues. Memento's solutions encompass monitoring for new account fraud across multiple channels, insider threats through transaction data analysis, and protecting deposit accounts from fraud. Additionally, it provides tailored fraud prevention solutions for smaller financial institutions and tools that help organizations meet regulatory requirements while safeguarding customers against identity theft.

Memento

Series B in 2005
Memento is a provider of enterprise fraud and compliance solutions, catering primarily to credit unions and community banks in North America and Europe. Founded in 2002 and headquartered in Concord, Massachusetts, with additional offices in major cities including New York, Los Angeles, Milan, London, and Washington, D.C., Memento designs its offerings to enhance proactive monitoring, detection, and investigation of fraudulent activities. The company’s flagship platform, Security 4.0, integrates data management, fraud analytics, and case management functionalities to address various technological challenges and combat fraud and compliance issues. Memento's solutions encompass monitoring for new account fraud across multiple channels, insider threats through transaction data analysis, and protecting deposit accounts from fraud. Additionally, it provides tailored fraud prevention solutions for smaller financial institutions and tools that help organizations meet regulatory requirements while safeguarding customers against identity theft.

Blazent

Series C in 2004
Blazent, Inc. is a provider of cloud-based IT intelligence solutions designed for enterprises and service providers. The company offers a SaaS-based platform that automates the validation of hardware resource consumption, enhances operational compliance by verifying backups and antivirus software, and identifies redundant or unused assets. Blazent's solutions support IT outsourcing governance and service provider applications, making it a crucial tool for large service providers seeking to optimize costs and improve visibility. Its patented algorithms aggregate, reconcile, and consolidate IT data, ensuring continuous accuracy and quality across various data types. Established in 2000 and based in Burlingame, California, Blazent operates as a subsidiary of ServiceNow, Inc. and has formed strategic alliances with notable organizations in the industry.

Thor Technologies

Venture Round in 2004
Thor Technologies International specializes in providing identity management solutions for enterprises and public sector agencies. The company automates the management of identities and oversees the lifecycles of access privileges to enterprise resources. Its offerings include the Xellerate Identity Manager for comprehensive identity and access management, the Xellerate Audit and Compliance Manager for compliance automation, the Xellerate Password Manager for helpdesk and password management needs, and the Xellerate Token Manager for administering authentication tokens. Founded in 1991 and headquartered in New York, Thor Technologies also features a SaaS platform and mobile application, Odin, which addresses the needs of the gig economy. Odin simplifies the process for companies to attract and onboard contractors, facilitates instant payments, and handles year-end tax filings, all while providing independent contractors with immediate compensation and affordable benefits.

Blazent

Series B in 2003
Blazent, Inc. is a provider of cloud-based IT intelligence solutions designed for enterprises and service providers. The company offers a SaaS-based platform that automates the validation of hardware resource consumption, enhances operational compliance by verifying backups and antivirus software, and identifies redundant or unused assets. Blazent's solutions support IT outsourcing governance and service provider applications, making it a crucial tool for large service providers seeking to optimize costs and improve visibility. Its patented algorithms aggregate, reconcile, and consolidate IT data, ensuring continuous accuracy and quality across various data types. Established in 2000 and based in Burlingame, California, Blazent operates as a subsidiary of ServiceNow, Inc. and has formed strategic alliances with notable organizations in the industry.

Thor Technologies

Series B in 2002
Thor Technologies International specializes in providing identity management solutions for enterprises and public sector agencies. The company automates the management of identities and oversees the lifecycles of access privileges to enterprise resources. Its offerings include the Xellerate Identity Manager for comprehensive identity and access management, the Xellerate Audit and Compliance Manager for compliance automation, the Xellerate Password Manager for helpdesk and password management needs, and the Xellerate Token Manager for administering authentication tokens. Founded in 1991 and headquartered in New York, Thor Technologies also features a SaaS platform and mobile application, Odin, which addresses the needs of the gig economy. Odin simplifies the process for companies to attract and onboard contractors, facilitates instant payments, and handles year-end tax filings, all while providing independent contractors with immediate compensation and affordable benefits.
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