Mainsail Partners

Mainsail Partners is a private equity firm based in San Francisco, established in 2004, with nearly $400 million in committed capital. The firm focuses exclusively on profitable, growing companies in the United States and Canada, particularly in sectors such as healthcare, biotechnology, and technology. Mainsail works closely with management teams to enhance the value of its portfolio companies, leveraging its extensive network and expertise in operations, strategy, and finance. The firm has launched multiple buyout funds, emphasizing investments in software and technology sectors, while typically targeting companies with revenues ranging from $4 million to $25 million. As a partner, Mainsail aims to help shareholders and management teams transform their businesses into industry leaders.

Michael Anderson

Partner

Lynn Atkinson

COO

Emily Azevedo

Operating Partner

Tolliver Bell

Associate

Heather Booms

Controller and Vice President of Finance

Matt Buckley

Director of Marketing

Emily Calkins

Senior Associate

Chris Cassidy

Operating Partner

Erica Curello

Vice President of Business Development

Parker Draughon

Associate

David Farsai

Partner

Jason Frankel

Partner

Jackie Friedman

Associate

Stephanie Gaufin

Vice President

Anthony Hayes

Senior Associate

Kate Hopkins

Vice President

Garret Jackson

Associate

Jeremy Jones

Associate

KC Kanoff

VP

Vinay Kashyap

Partner

Taylor Mckinley

Partner

Paul Meyer

Senior Associate

McPherson Moore

Associate

Katherine Nimmo

Associate

Andre Nordan

Associate

C. Jason Payne

Co-Founder and Senior Advisor

William Salisbury

Operating Partner, Chief Financial Officer and Chief Compliance Officer

Jason Thorn

Vice President

Cally Tullo

Associate

Gavin Turner

Managing Partner

Matt Valazza

Senior Associate

33 past transactions

Apptega

Private Equity Round in 2022
Apptega Inc. develops cybersecurity management software solutions. It offers Apptega, a platform that enables users to build, manage, and report various cybersecurity functions through a series of applications, which connect with established frameworks and automatically share its data with other applications. The company’s platform also helps managed service providers to build and manage cybersecurity programs of their clients. It serves chief information officers and Fortune 1000 companies. Apptega Inc. was formerly known as Apptega, LLC. The company was incorporated in 2018 and is based in Atlanta, Georgia.

ServiceCore

Private Equity Round in 2022
ServiceCore, Inc. develops business management software tailored for the septic, grease, portable rental, roll-off rental, and environmental service sectors, both domestically and internationally. The company offers a comprehensive solution that includes an order taker and dispatcher system accessible via desktops, mobiles, and tablets. Its software features a Business Intelligence Dashboard that provides insights into customer performance, sales tracking, collections, and service route profitability. Additionally, ServiceCore provides web stations for field and office operations, including driver service and scheduling functionalities, as well as customer portals and automatic data backup. Founded in 1988 and based in Lakewood, Colorado, ServiceCore was previously known as Clear Computing, Inc. and became a subsidiary of 1bg, LLC in 2017. The company's products are designed to improve efficiency and profitability for businesses in the liquid waste and roll-off rental industries by streamlining operations and integrating with QuickBooks for accounting purposes.

Inspect Point

Private Equity Round in 2022
Inspect Point is mobile software designed to simplify the NFPA 25® inspection, testing, and maintenance process.

Centerbase

Venture Round in 2021
Centerbase is a customizable, cloud-based legal practice management software solution for mid-sized firms. It delivers the power of legacy systems with the flexibility of the cloud to modernize your firm without sacrificing functionality. The company also offers a full stack of practice management, financial management, and client service tools for law firms. Among its features is advanced workflow automation that can be customized for their firm’s needs. Centerbase was established by John Forbes in 2014 and is headquartered in Dallas, Texas, USA.

Boostlingo

Private Equity Round in 2021
Boostlingo, LLC develops language software and technology platform, which provides integrated interpreting delivery and management services. Its platform allows its users to schedule on-site interpreting and request for over the phone and video remote interpreting services at any time and in any place. The company was founded in 2016 and is based in San Francisco, California.

3PL Central

Venture Round in 2021
3PL Central, LLC specializes in developing and providing on-demand warehouse management software (WMS) tailored for third-party logistics (3PL) providers, public warehouses, and warehouse operations globally. The company offers several key products, including Warehouse Manager, a cloud-based solution that streamlines reporting, billing, e-commerce, and inventory management; SmartScan, a mobile scanning application that integrates with Warehouse Manager; and Red Rock WMS, designed for retail distribution and e-commerce fulfillment. Catering primarily to small-to-medium-sized 3PLs and private Fortune 500 distribution centers, 3PL Central aims to enhance operational efficiency and reduce costs for its clients. Founded in 2006 and headquartered in Manhattan Beach, California, the company has established a strategic alliance with DiCentral Corporation to further bolster its service offerings.

JobNimbus

Venture Round in 2021
JobNimbus is a provider of CRM and project management software designed specifically for contractors and business owners in the home services construction industry. The platform facilitates the tracking of jobs, contacts, and tasks, enabling users to create and manage workflows that progress through various stages until completion. JobNimbus allows users to access important client information and update lead details from any device, ensuring flexibility and convenience. The software supports the generation of estimates, invoices, proposals, work orders, and contracts, with features like tax rate application and document auto-filling for efficiency. Additionally, JobNimbus offers project management tools including scheduling, calendar organization, and progress notifications. Integration with Google Maps and Google Calendar further enhances project organization, providing users with a comprehensive solution to manage their business operations effectively.

PlanHub

Private Equity Round in 2020
PlanHub is a company based in Tallahassee, Florida, that specializes in developing a cloud-based construction bidding application. Founded in 2016, the platform connects various sectors of the commercial construction community by enabling general contractors to share project files and information seamlessly with subcontractors and vendors. PlanHub's software offers tools for project tracking, bid management, and organizational management, providing unlimited file storage and access to numerous project leads. Additionally, the platform emphasizes direct technical support, facilitating a simplified and organized bidding process for its clients, which include general contractors, subcontractors, and suppliers.

PestRoutes

Private Equity Round in 2020
PestRoutes is a complete, end-to-end software solution which helps Pest Control companies lower operating costs, earn more customers, and increase customer retention. The easy-to-use and mobile-friendly software automates all aspects of field service operations, including route optimization, real-time technician tracking, customer communications, scheduling, sales enablement and billing.

SourceScrub

Private Equity Round in 2019
SourceScrub, Inc. develops and markets M&A software for deal origination. Its platform is used for TAM analysis, private company info, deal origination, data enrichment, and conference intelligence. The company serves private equity/venture capital, investment bank, lenders, family office, wealth managers, and corporate development industries in the United States and internationally. SourceScrub, Inc. was founded in 2014 and is based in San Francisco, California. It has additional offices in San Francisco, California; New York; and Washington, District of Columbia

Fullbay

Venture Round in 2019
Fullbay Inc develops and offers cloud-based shop management software for heavy-duty repair shops. The company is headquartered in Phoenix, Arizona.

Aspire, LLC

Series A in 2019
Aspire, LLC is a company that specializes in developing business management software tailored for landscape, snow and ice, and construction industries. Founded in 2014 and headquartered in Chesterfield, Missouri, Aspire offers a cloud-based Software-as-a-Service platform designed to assist businesses in managing, creating, and executing their operational opportunities. The platform aims to enhance service quality, improve profit margins, and boost the overall productivity of teams within these sectors.

FairWarning

Private Equity Round in 2018
FairWarning’s vision is to build trust by safeguarding sensitive and personal information held in their customers’ mission critical applications. When they do that well enough and often enough, they change industries for the better. In healthcare, FairWarning’s solutions have been broadly adopted and this means patients can more confidently share their most sensitive medical information to receive the best care possible without worrying about who might access their sensitive medical details. Over 1,700 hospitals and 7,500 total medical facilities around the world use FairWarning Patient Privacy Monitoring and Managed Privacy Services to expand trust with their patients. With FairWarning for Salesforce, their customers adopt their solutions to rapidly safeguard and govern access to people’s financial information, medical information and personal details of all kinds that is being held in the cloud. By adopting FairWarning for Salesforce these customers can confidentially focus on expanding their business, moving fast, and leveraging the entire Salesforce platform to create closer linkages with their customers, suppliers, team members and partners.

PestRoutes

Private Equity Round in 2018
PestRoutes is a complete, end-to-end software solution which helps Pest Control companies lower operating costs, earn more customers, and increase customer retention. The easy-to-use and mobile-friendly software automates all aspects of field service operations, including route optimization, real-time technician tracking, customer communications, scheduling, sales enablement and billing.

Bio-Optronics

Venture Round in 2018
Bio-Optronics, Inc. develops, deploys, and operates software products and custom information technology solutions to help healthcare professionals in managing and optimizing workflow. It offers Clinical Trial Management System, which facilitates recruitment, financial management, scheduling, data capture, collaboration, and radiology; Clinical Conductor, an enterprise clinical trial management system for sites, sponsors, CROs, SMOs, academic medical centers, and partners; bioPoint, which addresses pressing patient safety and workflow issues, including patient registration, identification, and medications administration; and Momentum, a Web-based scheduling solution for hospital departments and specialty practices, including radiology, cardiology, pathology, hospitalists, and imaging centers. The company was founded in 1985 and is based in Rochester, New York.

ResMan

Venture Round in 2017
ResMan® provides innovative technology solutions to the property management industry by making property investments and operations more profitable and easier to manage. Our enterprise class platform is garnering enthusiasm and advocacy from a new generation of multi-family leaders who aim to deliver consistent NOI improvement and breathtaking resident experiences in an easier and friendlier way than ever before. The industry is falling in love with our software. Visit myresman.com to learn why.

GTreasury

Venture Round in 2017
Originated in 1986, GTreasury has grown into the global leader of treasury management solutions for organizations spanning the globe. GTreasury’s solution focuses on illuminating a treasury’s liquidity by centralizing all incoming and outgoing banking activities along with tracking all financial instrument activities thereby granting GTreasury practitioners real-time insight and access into their global liquidity. Their modular platform and infrastructure allow any size treasury operation the ability to customize a solution that is best suited to their needs.

Forensic Logic

Venture Round in 2017
Forensic Logic, Inc. specializes in software-as-a-service solutions aimed at enhancing crime-fighting capabilities for law enforcement and private sector organizations. Founded in 2004 and based in Walnut Creek, California, the company offers a comprehensive platform that includes LEAP Search, which provides immediate access to critical data for law enforcement officers, and LEAP Analytics, which enables users to analyze historical crime data and predict future incidents. By maintaining the largest database of local law enforcement information in the country, Forensic Logic ensures that agencies can effectively share and analyze data across jurisdictions and IT systems. Their tools are designed to address various types of crime, including narcotics distribution, human trafficking, gang violence, and smuggling. The platform is accessible via multiple devices, facilitating real-time data utilization and strategic decision-making in combating crime and minimizing its societal impact.

PeraHealth

Venture Round in 2017
PeraHealth is a company that specializes in real-time predictive patient monitoring software tailored for hospitals and health systems. The software provides a disease-agnostic universal score that helps identify patient conditions, predicting the risks of readmission and mortality. Founded in 2004 and based in Charlotte, North Carolina, PeraHealth was previously known as Rothman Healthcare Corporation before its name change in October 2012. The company is recognized for its ability to seamlessly integrate its solutions into the daily workflows of healthcare providers and their Electronic Medical Record systems. This integration enhances clinical surveillance capabilities, allowing for improved patient care.

Nexus

Venture Round in 2016
With Nexus Procure-to-Pay software, real estate companies can manage every aspect of the accounts payable process– from purchase orders to payments – with just a few clicks. The web-based platform automates manual AP tasks and provides complete visibility into suppliers, budgets and spend. No more paper, wasted time, nor guesswork. Nexus makes it easy to maintain and expand the supplier relationships at the heart of the real estate business.

3PL Central

Venture Round in 2015
3PL Central, LLC specializes in developing and providing on-demand warehouse management software (WMS) tailored for third-party logistics (3PL) providers, public warehouses, and warehouse operations globally. The company offers several key products, including Warehouse Manager, a cloud-based solution that streamlines reporting, billing, e-commerce, and inventory management; SmartScan, a mobile scanning application that integrates with Warehouse Manager; and Red Rock WMS, designed for retail distribution and e-commerce fulfillment. Catering primarily to small-to-medium-sized 3PLs and private Fortune 500 distribution centers, 3PL Central aims to enhance operational efficiency and reduce costs for its clients. Founded in 2006 and headquartered in Manhattan Beach, California, the company has established a strategic alliance with DiCentral Corporation to further bolster its service offerings.

SQL Sentry

Venture Round in 2015
SQL Sentry delivers software products that optimize the performance of Microsoft SQL Server environments around the globe. SQL Sentry was started in 2004 as a business unit of InterCerve, a leading Microsoft hosting services provider, in response to the issues faced by organizations managing large SQL Server enterprises. SQL Sentry's first product, Event Manager, gave database administrators an innovative visual interface and robust notification system for quickly isolating and resolving schedule-related performance problems. SQL Sentry has continued to expand their ground-breaking suite of tools, with the introduction of Performance Advisor for SQL Server in 2008, Performance Advisor for Analysis Services in 2009, Plan Explorer in 2010, Event Manager for SharePoint in 2011, and Fragmentation Manager and Performance Advisor for Windows in 2012. Headquartered in Huntersville, North Carolina, SQL Sentry products are sold and supported directly and through authorized resellers and partners. Contact us to find out more about their products and services or current career opportunities at SQL Sentry.

Ncontracts

Private Equity Round in 2015
Ncontracts LLC is a provider of web-based software and data management services tailored for banks, financial institutions, healthcare organizations, and the entertainment industry in the United States. Founded in 2009 and based in Brentwood, Tennessee, the company offers a suite of solutions including Ncontracts for vendor management, Nverify for automated auditing, and Ncomply for compliance management. These tools assist clients in effectively managing third-party vendors and ensuring regulatory compliance through services such as vendor policy consulting, risk assessment, and contract management. Ncontracts aims to enhance risk management capabilities, streamline operational processes, and support clients in achieving their compliance objectives efficiently. Formerly known as Network Contract Solutions, LLC, the company rebranded in September 2012 to reflect its expanded focus on integrated risk management.

Steelwedge Software

Series C in 2015
Steelwedge supercharges sales and operations planning (S&OP) and integrated business planning (IBP) with the power of automated collaboration and analytics. The Steelwedge platform builds consensus among sales, marketing, finance, and the supply chain so that companies can understand fluctuating demand, balance scales, and capacity trade-offs, connect S&OP with financial planning, and measure performance against strategic revenue and customer service targets. The company has more software-as-a-service (SaaS) S&OP deployments than all of its competitors combined. Steelwedge serves industry leaders including Applied Materials, Canon, Hospira, Emerson, NVIDIA, Sara Lee, Sony, and Syngenta.

PlayMaker CRM

Venture Round in 2014
PlayMaker CRM, Inc. specializes in cloud-based customer relationship management software tailored for post-acute care providers, including home health, hospice, and private duty markets. Founded in 2008 and headquartered in Franklin, Tennessee, with additional offices in Lafayette, California, and Raleigh, North Carolina, the company offers a suite of products designed to enhance sales efficiency and profitability for healthcare agencies. Their flagship solutions, such as TargetWatch and the PlayMaker CRM Mobile App, provide tools for identifying growth opportunities and managing schedules and contacts on various devices. PlayMaker CRM is utilized by numerous agencies across the country, leveraging comprehensive market data and business development activity to improve visibility and market performance in the post-acute care sector. The company also provides client success and professional services to support its users.

nCourt

Acquisition in 2013
nCourt, LLC, a government services technology company, provides e-filing services for courts in New York and Georgia. The company offers citation payments, electronic document filing, utility payments, probation payments, property taxes, bail bonds, tag renewals, city payments/fees, donations, chamber memberships, and other customized services. The company was founded in 2002 and is based in Woodstock, Georgia.

Zen Planner

Series A in 2013
Zen Planner is a fitness management software designed to support various fitness businesses, including martial arts schools, CrossFit boxes, MMA schools, fitness studios, and gyms. The platform offers a comprehensive suite of features, such as payment processing, automated billing, class and staff scheduling, marketing integrations, and advanced workout tracking. Additionally, it includes tools for retail management and in-depth reporting, all aimed at reducing administrative burdens and facilitating business growth. Zen Planner provides integrated websites that combine marketing and business management tools to enhance member acquisition and retention. New customers benefit from free onboarding sessions tailored to their specific needs, while ongoing support is available through a dedicated Customer Success team via phone, email, and chat. The company emphasizes a culture of exceptional service, embodied in its values of outstanding service, honor, anticipation, nimbleness, and activity, which guide its operations and employee interactions.

Netchemia

Private Equity Round in 2013
Netchemia is a leading provider of cloud-based talent management software specifically developed for K-12 educational organizations. We believe that by providing school districts with intuitive software to recruit, hire, develop and retain the best teachers and school leaders, we can help them dramatically affect student achievement. Netchemia's TalentEd K-12 Strategic Talent Management Suite delivers simple, innovative and affordable management solutions for applicant tracking and hiring (TalentEd Recruit & Hire) and performance evaluation (TalentEd Perform) to more than 1,100 educational organizations across the nation. TalentEd frees school leaders to focus on what's important 'finding and developing the best teachers and staff and helping them grow.

The Bar Method

Private Equity Round in 2012
The Bar Method™workout creates a uniquely lean, firm, sculpted body by combining the muscle-shaping principles of isometrics, the body-elongating practice of dance conditioning, the science of physical therapy and the intense pace of interval training into a powerful exercise format that quickly and safely reshapes and elongates muscles.

Steelwedge Software

Venture Round in 2011
Steelwedge supercharges sales and operations planning (S&OP) and integrated business planning (IBP) with the power of automated collaboration and analytics. The Steelwedge platform builds consensus among sales, marketing, finance, and the supply chain so that companies can understand fluctuating demand, balance scales, and capacity trade-offs, connect S&OP with financial planning, and measure performance against strategic revenue and customer service targets. The company has more software-as-a-service (SaaS) S&OP deployments than all of its competitors combined. Steelwedge serves industry leaders including Applied Materials, Canon, Hospira, Emerson, NVIDIA, Sara Lee, Sony, and Syngenta.

Novus Biologicals

Venture Round in 2008
The mission of Novus Biologicals, LLC is to accelerate scientific discovery by developing and marketing unique products for the lifesciences. Novus Biologicals is also organized to provide the biological research community with a mechanism for commercializing unique biological materials. We also focus on continually monitoring scientific trends and supply materials to serve these trends. By making these products widely available to institutional and commercial researchers, Novus Biologicals plays an important role in furthering biological research. All of Novus Biologicals products are supplied with detailed technical information and ongoing support. By serving both niche and emerging markets, Novus Biologicals has built solid partnerships with our customers.

Togo's Eateries

Acquisition in 2007
Togo's Eateries, Inc. owns, operates, and franchises sandwich restaurants in California, Idaho, Utah, Oregon, Washington, Colorado, Arizona, and Nevada. It also provides catering services; and provides online learning tools in English and Spanish, which franchisees use to train their crew members. The company was founded in 1971 and is headquartered in San Jose, California. Togo's Eateries, Inc. is a former subsidiary of Dunkin' Brands Group, Inc.