K1 Investment Management

K1 Investment Management is a private equity firm based in Manhattan Beach, California, established in 2011. The firm specializes in investing in high-growth technology companies, particularly in the enterprise software sector, across North America. With over two decades of experience in the software and technology industries, K1 collaborates with strong management teams to support their ongoing operations. The firm tailors its investment approach to accommodate the needs of entrepreneurs and managers, varying its level of ownership accordingly. K1 aims to assist its portfolio companies in navigating strategic opportunities, including executive recruitment, securing external financing, pursuing mergers and acquisitions, and planning for public offerings.

Lilian Abramian

Associate

Kai Albrecht

Associate

Hasan Askari

Managing Partner

Sujit Banerjee

Managing Director

Brian Beard

Associate

Taylor Beaupain

Managing Partner

Zachary Biggs

Associate

Cass Bivens

Associate

Hagop Boyaci

Vice President

Kathryn Brown

Associate

Carson Broz

Associate

Ron Cano

Managing Partner

Ronald Cano II

Managing Partner

Michael Collins

Associate

Stephanie Curtis

Senior Associate

Andrew Doane

Senior Vice President

Gabrielle Evans

Associate

Sam Grant

Senior Associate

Christian Grant

Senior Vice President

Lewis Graubart

Associate

Kellen Haines

Principal

Tarun Jain

Principal

Will Johnson

Vice President

Matt Jones

Managing Director

Jean Kisaka

Senior Associate

Roy Liao

Principal

Ryan Lieppe

Associate

Neil Malik

Founder and Managing Partner

George Mansour

Partner

Landon Martin

Associate

Phuong Ninh

Vice President

Noah Okamoto

Associate

Michael Pasquale

Vice President

Ryan Potter

Senior Associate

Anika Rai

Associate

Sareena Sakhrani

Vice President

Tim Sheynberg

Associate

Tyler Taffuri

Associate

Mike Velcich

Partner

Sydney Vinson

Associate

Sirous Wadia

Practice Director, Customer Success

Henry Wang

Vice President

Jordan Wappler

Senior Vice President

Nick Wittbrodt

Associate

Molly Youngblood

Senior Vice President

Simon Yu

Senior Vice President

Mineh Zargarian

Associate

William Zhang

Associate

58 past transactions

Ocelot

Private Equity Round in 2022
Developer of an educational chatbot and video management platform designed to help improve student service-learning outcomes. The company's platform utilizes artificial intelligence and machine learning technology and offers access to unrivaled text and video content for all student service departments including financial aid and admissions and higher education institutions, enabling students to get the answers they need and deserve not left behind.

Caju

Series B in 2022
At Caju we are creating a benefits platform for the teams of the future. Starting with benefits used every day by most employees, we want teams to use products and services they like and that are fair to merchants and partners. We'll launch soon!

accessiBe

Series A in 2022
accessiBe Ltd. is a company that specializes in providing a fully automated web accessibility solution designed to assist users with disabilities, particularly visual impairments. Founded in 2018 and based in Tel Aviv-Yafo, Israel, accessiBe offers a SaaS application that enables businesses to ensure compliance with ADA and WCAG 2.1 standards. The platform allows users to customize website design and user interface elements to meet their specific accessibility needs. Key features include screen reader and keyboard navigation enhancements, a live glossary for cognitive disorders, and the elimination of flashing animations to prevent seizures. AccessiBe utilizes advanced technologies, including machine learning and computer vision, to analyze website elements and implement necessary accessibility adjustments efficiently. This service aims to make digital spaces universally accessible, with the goal of achieving full accessibility by 2025.

RentRedi

Series A in 2022
RentRedi Inc. specializes in developing innovative property management software tailored for small landlords and their tenants. Founded in 2016 and headquartered in Latham, New York, the company offers a range of services including listings for vacant units, screening and application management, and a click-to-pay feature for tenants. RentRedi also facilitates video maintenance requests and mobile payments, enhancing communication between landlords and tenants. The platform is designed to be user-friendly for both parties, allowing tenants to manage their rental experience via mobile apps and enabling landlords to oversee their properties from anywhere. By adopting a simple subscription pricing model, RentRedi aims to reduce barriers for small property owners, ultimately helping them retain more income throughout the year.

TokenEx

Series B in 2022
TokenEx is an enterprise-class tokenization platform that provides a flexible solution for accessing, storing, and securing sensitive data. It supports multiple data acceptance channels and adopts a processor-agnostic approach, allowing businesses to tokenize and protect various data types, including payment card information, personally identifiable information, and protected health information, as well as unstructured data formats. TokenEx enhances clients' security by enabling them to modernize payment processes, manage cyber risks, and ensure regulatory compliance. By utilizing tokenization, TokenEx minimizes the risk associated with data theft, as sensitive information is not stored in its original form.

Hiver

Series B in 2022
Hiver is a software company that enhances Gmail by turning it into a collaboration platform for managing shared email accounts, such as support@. Based in Bangalore and San Jose, Hiver serves over 1,500 customers across 30 countries, including notable organizations like Hubspot and Harvard University. The platform allows teams to assign emails as tasks, designate owners, and track statuses, fostering accountability and transparency. Key features include email delegation, automation of task assignments, and an activity log that displays interactions related to assigned tasks. Hiver also offers collision alerts to prevent multiple team members from responding to the same email and provides analytics to assess team performance. By promoting a culture of trust and knowledge sharing, Hiver aims to streamline email collaboration for businesses.

Cyara

Private Equity Round in 2022
Cyara Solutions Corp. specializes in developing testing software solutions for large enterprises, focusing on enhancing customer experience across various communication channels. The company's offerings include IVR and speech performance testing, contact center testing, outbound testing, web interaction testing, and voice biometrics testing. Additionally, Cyara provides Call Recording Validation to ensure that call recording software functions correctly and meets quality standards. Beyond software, the company offers professional services such as testing strategy development, customer experience orchestration, test case development, and campaign management. Cyara supports organizations in optimizing their contact centers, websites, mobile applications, and back-office operations. Founded in 2010 and based in Redwood City, California, Cyara is recognized as a leading provider of customer experience assurance solutions, helping notable brands deliver seamless customer journeys while minimizing the risk of defects.

raffle

Series A in 2022
raffle.ai ApS, founded in 2018 and based in Copenhagen, Denmark, specializes in developing an AI-driven search tool aimed at improving access to company data and information. The company's innovative software enables employees and end-users to obtain accurate answers to their inquiries by seamlessly integrating with various systems and knowledge bases. By utilizing deep learning technology, raffle.ai allows users to search for information using natural language or voice commands, eliminating the need to remember specific keywords. This approach enhances productivity by significantly reducing the time spent on searching for data, ultimately supporting companies of all sizes in optimizing their information management processes.

Pentera

Series C in 2022
Pentera, formerly known as Pcysys Ltd., is a cybersecurity firm based in Petah Tikva, Israel, founded in 2015. The company specializes in an automated penetration-testing platform that helps organizations identify and mitigate cybersecurity risks. By applying a hacker's perspective, Pentera's technology continuously conducts ethical exploits to assess vulnerabilities in corporate infrastructures. This platform enables security officers and service providers to perform ongoing machine-based penetration tests, allowing them to analyze and remediate weaknesses in their cyber defenses. As a result, organizations can enhance their resilience against potential cyberattacks and strengthen their overall security posture.

Ironscales

Series C in 2021
Ironscales Ltd. is a cybersecurity company that specializes in phishing mitigation solutions aimed at protecting organizations from cyber attacks. Founded in 2013 and headquartered in Kfar Saba, Israel, the company offers a comprehensive platform that combines machine learning and human intelligence to address the challenges of email phishing. Its services include phishing simulation training, real-life spear-phishing campaigns, automated incident response, and analysis reports. The platform is designed to engage employees through gamified training experiences, fostering a proactive approach to cybersecurity by assessing and reducing susceptibility to phishing attempts. Ironscales enables corporate information security officers to create a human-based intrusion prevention system, enhancing the overall security posture of enterprises.

Simpro

Private Equity Round in 2021
SimPRO Software AU Pty Ltd. is a global provider of cloud-based job management software tailored for service, project, and facilities maintenance contractors. Founded in 2002 and headquartered in Brisbane, Australia, the company offers a suite of solutions designed to enhance workflow and improve productivity across various industries, including electrical, plumbing, HVAC, and security. Its primary products include simPRO Service for managing maintenance and installation jobs, simPRO Enterprise for complex projects, and simPRO Corporate for firms with specialized needs. Additionally, SimPRO provides mobile applications like simPRO Connect for field service management, eForms for digitizing paperwork, and simTRAC for fleet management. The software encompasses features such as scheduling, job costing, invoicing, and accounting integration, along with training and support services to ensure optimal use. By helping businesses streamline their operations, SimPRO aims to enhance service delivery and profitability for its clients in the trades and services sector.

ControlUp

Series D in 2021
ControlUp Technologies Ltd. specializes in SaaS-based analytics and management solutions for IT operations, focusing on hybrid cloud environments. Founded in 2009 and headquartered in Lod, Israel, the company offers a suite of products including ControlUp Real-time, which enables users to monitor the performance of virtual machines, servers, and user sessions. ControlUp Insights provides detailed analytics for troubleshooting and identifying trends in enterprise systems, while ControlUp Mobile allows users to receive alerts and access critical information on the go. The company also supports various platforms such as Citrix XenApp, VMware Horizon, and Microsoft Remote Desktop Services, catering to diverse sectors including healthcare, finance, and education. With over 500 enterprise customers, ControlUp aims to enhance operational efficiency by providing real-time visibility and actionable insights for IT management.

Logicbroker

Private Equity Round in 2021
Logicbroker, Inc. specializes in cloud and supply chain automation technology, providing solutions that facilitate digital commerce for brands, retailers, and suppliers. The company offers electronic data interchange (EDI) and drop ship technology that integrates various systems, enabling seamless communication and management throughout the entire order lifecycle. Its services include monitoring, reporting, and vendor performance management tools that automate supply chain data such as inventory, shipments, and invoices. Logicbroker also supports developers with its Commerce API, which allows clients to connect with partners through a single endpoint. The company's clientele includes major brands like Kroger, Coca-Cola, and Unilever, and it has established a strategic relationship with Ingram Micro Commerce & Lifecycle Services. Founded in 2010 and based in Shelton, Connecticut, Logicbroker aims to enhance e-commerce capabilities by enabling retailers to expand their product offerings without the need for extensive inventory.

HR Acuity

Private Equity Round in 2021
HR Acuity LLC is a technology company based in Florham Park, New Jersey, specializing in employee relations management. Founded in 2006, it offers a comprehensive software platform designed to assist organizations in managing, tracking, and investigating employee-related issues. The platform includes features for documentation, investigations, reporting, analytics, and conducting post-hire and exit interviews. By providing tools for issue management, risk management, and workflow automation, HR Acuity enables businesses to navigate employee matters while adhering to human resource, legal, and compliance best practices. The company focuses on enhancing workplace reputation and security through its tailored solutions.

Irwin

Series A in 2021
Investor Relations software for publicly traded companies.

Atera

Series B in 2021
Atera is the developer of a Data Science-based IT automation platform that combines RMM, PSA, and remote access into one powerful solution. Atera’s all-in-one innovative platform offers MSPs improved operational efficiency, seamless integration, end-to-end management, and disruptive pricing.

Eltropy

Venture Round in 2021
Eltropy is an intelligent messaging-based platform fueled by artificial intelligence. As a global software-as-a-service (SaaS) provider, Eltropy empowers businesses to connect with their customers on SMS and text messaging apps, such as WhatsApp, iMessage, WeChat, Line, Facebook Messenger, KakaoTalk, Telegram, and Viber. The messaging revolution is here. More than 3 billion people use messaging to connect with their loved ones every day, and 9 out of 10 prefer it to communicate with businesses. Eltropy’s messaging + content sharing + AI technology will help your business achieve three objectives: 1) Grow revenue, 2) Acquire new customers, and 3) Retain existing customers. Eltropy’s customers have increased client engagement by 800% and sales conversions by 300%. We start by letting you connect to your clients on the messaging app they prefer (Text, WhatsApp, Messenger, WeChat, etc.). Then we add real-time analytics using AI/machine learning. As a result, you can better anticipate your clients’ needs and increase conversions. Also, our data-driven platform easily integrates with your IT systems while helping to ensure regulatory compliance and security. We work with you to deliver operational efficiencies and the speed of messaging. Eltropy’s technology is deployed in 23 countries. Our target markets include financial services (banking, credit unions, insurance, wealth management, etc.), automotive, and hi-tech.

ComplySci

Private Equity Round in 2021
ComplySci is a provider of technology solutions for compliance organizations. It helps them to identify, monitor, manage and report on conflicts of interest arising from employee activities, including personal trading, gifts, and entertainment, political contributions, outside business affiliations, and other code of ethics violations. The company was founded in 2003 and is headquartered in New York.

Panopto

Private Equity Round in 2021
Panopto, Inc. is a developer of a comprehensive video software platform aimed at the corporate and education sectors. Founded in 2007 and headquartered in Seattle, the company specializes in creating searchable video libraries that facilitate the management and dissemination of institutional knowledge. Its platform includes functionalities for video content management, live streaming, video analytics, and video recording, as well as tools for online editing and remote recording. Panopto's solutions support a range of applications, such as lecture capture, employee training, and live events, enhancing active learning and knowledge sharing. The company has received recognition for its innovation and rapid growth, with additional offices in locations including Pittsburgh, London, Sydney, and Hong Kong.

Atera

Series A in 2021
Atera is the developer of a Data Science-based IT automation platform that combines RMM, PSA, and remote access into one powerful solution. Atera’s all-in-one innovative platform offers MSPs improved operational efficiency, seamless integration, end-to-end management, and disruptive pricing.

accessiBe

Series A in 2021
accessiBe Ltd. is a company that specializes in providing a fully automated web accessibility solution designed to assist users with disabilities, particularly visual impairments. Founded in 2018 and based in Tel Aviv-Yafo, Israel, accessiBe offers a SaaS application that enables businesses to ensure compliance with ADA and WCAG 2.1 standards. The platform allows users to customize website design and user interface elements to meet their specific accessibility needs. Key features include screen reader and keyboard navigation enhancements, a live glossary for cognitive disorders, and the elimination of flashing animations to prevent seizures. AccessiBe utilizes advanced technologies, including machine learning and computer vision, to analyze website elements and implement necessary accessibility adjustments efficiently. This service aims to make digital spaces universally accessible, with the goal of achieving full accessibility by 2025.

Reveal

Private Equity Round in 2021
Reveal helps legal professionals solve complex discovery problems. As a cloud-based provider of eDiscovery software, Reveal offers the full range of processing, early case assessment, review and artificial intelligence capabilities. Reveal clients include Fortune 500 companies, legal service providers, government agencies and financial institutions in more than 40 countries across five continents. Featuring deployment options in the cloud or on-premise, an intuitive user design, multilingual user interfaces and the automatic detection of more than 160 languages, Reveal accelerates legal review, saving users time and money. For more information, visit http://www.revealdata.com.

Granicus

Private Equity Round in 2020
Granicus provides technology that empowers government organizations to create better lives for the people they serve. By offering the industry’s leading cloud-based solutions for communications, meeting and agenda management, and digital services to more than 3,000 public sector organizations, Granicus helps turn government missions into quantifiable realities. Granicus products connect more than 150 million people, creating a powerful network to enhance government transparency and citizen engagement. By optimizing decision-making processes, Granicus strives to help government realize better outcomes and have a greater impact for the citizens they serve. As a company, Granicus helps empower some of the most creative people in the world who innovate within complex public sector organizations. We help make policies more effective and to transform the citizen experience so that everything from road closures to fostering programs are better communicated, understood, and ultimately successful. Granicus and GovDelivery – both founded in 1999 – merged to form a new joint effort to support the needs of the public sector. As a newly-combined entity, Granicus’ mission reflects those of its legacy companies in delivering services that bring value to the public and help government accomplish its goals. This powerful alignment allows us to bring even more scale and innovation to the clients we serve.

ControlUp

Series C in 2020
ControlUp Technologies Ltd. specializes in SaaS-based analytics and management solutions for IT operations, focusing on hybrid cloud environments. Founded in 2009 and headquartered in Lod, Israel, the company offers a suite of products including ControlUp Real-time, which enables users to monitor the performance of virtual machines, servers, and user sessions. ControlUp Insights provides detailed analytics for troubleshooting and identifying trends in enterprise systems, while ControlUp Mobile allows users to receive alerts and access critical information on the go. The company also supports various platforms such as Citrix XenApp, VMware Horizon, and Microsoft Remote Desktop Services, catering to diverse sectors including healthcare, finance, and education. With over 500 enterprise customers, ControlUp aims to enhance operational efficiency by providing real-time visibility and actionable insights for IT management.

accessiBe

Series A in 2020
accessiBe Ltd. is a company that specializes in providing a fully automated web accessibility solution designed to assist users with disabilities, particularly visual impairments. Founded in 2018 and based in Tel Aviv-Yafo, Israel, accessiBe offers a SaaS application that enables businesses to ensure compliance with ADA and WCAG 2.1 standards. The platform allows users to customize website design and user interface elements to meet their specific accessibility needs. Key features include screen reader and keyboard navigation enhancements, a live glossary for cognitive disorders, and the elimination of flashing animations to prevent seizures. AccessiBe utilizes advanced technologies, including machine learning and computer vision, to analyze website elements and implement necessary accessibility adjustments efficiently. This service aims to make digital spaces universally accessible, with the goal of achieving full accessibility by 2025.

Gravyty

Private Equity Round in 2020
Gravyty Technologies, Inc. is a company that specializes in providing fundraising software for nonprofit organizations. Founded in 2016 and based in Wayland, Massachusetts, Gravyty offers a suite of tools designed to enhance the fundraising process. These tools include First Draft, which assists frontline fundraisers in drafting emails; Gravyty Guide, a weekly digest that aids fundraisers in managing their donor portfolios; and Gravyty Stewardship, which automates stewardship tasks to foster relationships by tracking and communicating a donor's giving history. Gravyty leverages analytics and behavioral insights to help fundraisers identify potential donors and cultivate connections. The company has formed strategic partnerships with organizations such as Salesforce and the Boston Foundation, further enhancing its impact in the nonprofit sector.

AppLearn

Venture Round in 2019
AppLearn help businesses to adopt digital transformation, as a provider of software adoption solutions for enterprise organizations. AppLearn has over 5 million users, in 172 countries and in 34 languages. Our story is being told across the world. ADOPT is leading change. Built from years of research in a market that is expected to be worth $124bn by 2017. ADOPT draws on years of AppLearn’s IT and software adoption research to deliver the world’s most powerful, most effective adoption tool. For Employees ADOPT has a suite of innovative in-and-out-of-application tools that coach, guide and deliver productivity. For Project Teams ADOPT lets them plan, evaluate and act to distribute support and comms based on real-time data and analytics. For Executives ADOPT has the ability to start reducing costs and getting visible returns on your user licenses along with advanced insights to champion the business change vision. Now every second of every day someone is using our insights to deliver their business vision.

Dental Intelligence

Series A in 2019
Dental Intelligence is a dental analytics platform that assists dentists and their teams in enhancing the performance and profitability of their practices. Founded in 2012 and headquartered in Pleasant Grove, Utah, the platform enables dental professionals to import and analyze data from existing practice management systems and financial software. By providing easy-to-understand dashboards and reports, Dental Intelligence allows users to gain actionable insights and make informed, data-driven decisions that improve patient care and operational efficiency. The service ultimately aims to empower dentists to optimize their practices and improve their overall professional experience.

Graduway

Venture Round in 2019
Graduway's goal is to power all of the world's alumni networking platforms. Graduway has already signed up schools from 14 countries, including some of the world's top institutions in the US, Europe, China, India, Mexico and South Africa. Graduway is offering a professional and tailored alumni platform that combines the trust and exclusiveness of a school brand whilst being layered and integrated with existing social networks. Graduway's SaaS platform will be ready to use within minutes, available on all devices, easy to manage and will offer alumni exclusive benefits, mentoring tools and unique career opportunities.

Ironscales

Series B in 2019
Ironscales Ltd. is a cybersecurity company that specializes in phishing mitigation solutions aimed at protecting organizations from cyber attacks. Founded in 2013 and headquartered in Kfar Saba, Israel, the company offers a comprehensive platform that combines machine learning and human intelligence to address the challenges of email phishing. Its services include phishing simulation training, real-life spear-phishing campaigns, automated incident response, and analysis reports. The platform is designed to engage employees through gamified training experiences, fostering a proactive approach to cybersecurity by assessing and reducing susceptibility to phishing attempts. Ironscales enables corporate information security officers to create a human-based intrusion prevention system, enhancing the overall security posture of enterprises.

Jebbit

Series B in 2019
Jebbit has built the world’s first declared data platform. Our platform enables marketing and sales teams to create beautiful, mobile experiences aimed at capturing the most important consumer data an enterprise needs. Instead of relying on third-party data which is often highly inaccurate and incomplete, enterprise brands use Jebbit to capture consumer intentions, motivations, and preferences. Customers include travel, ecommerce, and sports brands such as Cathay Pacific Airways, LifeLock, and the New England Revolution. Jebbit was named one of the Top 25 Most Promising Companies in the World by CNBC, the Best Tech Culture in Boston 2016, and its cofounders are Forbes 30 Under 30 honorees. To learn how you can get started with a declared data strategy, visit www.jebbit.com.

Digital Pharmacist

Private Equity Round in 2019
Digital Pharmacist Inc. operates a patient engagement platform designed for pharmacies and hospital brands, facilitating improved communication and adherence between pharmacies and patients. Founded in 2010 and headquartered in Austin, Texas, with additional offices in Newark, New Jersey, the company provides a comprehensive suite of HIPAA-compliant tools. These include Rx Confer, which enhances revenue and patient retention, custom digital solutions to help pharmacies manage patient care and online presence, and digital marketing tools. Digital Pharmacist integrates with over 70 pharmacy management systems and supports initiatives like the Cardinal Health Pharmacy Marketing Advantage Program. By offering secure two-way messaging, branded health sites, mobile applications, and cloud-based interactive voice response systems, Digital Pharmacist aims to streamline pharmacy operations, enhance patient engagement, and foster business growth.

Chrome River Technologies

Private Equity Round in 2019
Chrome River Technologies, Inc. specializes in automated expense and invoice management solutions. The company offers a range of services including data integrations, fraud management, corporate card reconciliation, and expense policy automation. Its software products, such as Chrome River EXPENSE, Chrome River INVOICE, Chrome River AUDIT, and Chrome River ANALYTICS, enable organizations to manage costs effectively through real-time policy compliance, simplified invoice processing, error detection, and actionable reporting. Chrome River serves various industries including legal, healthcare, manufacturing, and technology, providing a user-friendly interface across devices like smartphones and tablets. Founded in 2007 and headquartered in Los Angeles, California, the company also has offices in several countries including Canada, the UK, Germany, and India. Chrome River operates as a subsidiary of Certify Inc.

Jobvite

Private Equity Round in 2019
Jobvite is a provider of a recruitment platform and talent acquisition suite designed to assist companies in attracting, engaging, hiring, onboarding, and promoting talent. The platform focuses on a candidate-centric recruiting model, enhancing the candidate experience at every stage from initial contact to employment. By integrating automation and intelligence, Jobvite aims to improve the speed, quality, and cost-effectiveness of the recruiting process. Its solutions offer real-time recruiting intelligence and leverage technology tailored for the evolving social landscape, serving a diverse range of customers across various industries.

Onit

Private Equity Round in 2019
Onit, Inc. specializes in developing legal project management and workflow automation software designed to enhance productivity and streamline operations across various business departments. The company's offerings include Enterprise Legal Management, Matter Management, Legal Spend Management, Contract Lifecycle Management, and Legal Holds, which collectively facilitate the efficient handling of legal matters and spending. Additionally, Onit provides a self-service portal for Legal Service Requests and tools like Apptitude for workflow automation and Precedent, an artificial intelligence platform. By allowing users to create custom applications without reliance on IT support, Onit simplifies business processes that are typically manual and cumbersome. Founded in 2011 and headquartered in Houston, Texas, with additional offices in Austin, Auckland, and Pune, Onit serves a diverse range of industries, including technology, insurance, healthcare, and finance, helping clients to automate processes, reduce costs, and maximize productivity.

RFPIO

Series A in 2018
RFPIO Inc. is a cloud-based software company that specializes in automating the request for proposal (RFP) response process. Founded in 2015 and headquartered in Beaverton, Oregon, the company provides tools designed for proposal managers and sales teams to enhance collaboration and streamline workflows. RFPIO’s platform features a consolidated answer library and an AI-enabled recommendation engine, which help users efficiently manage RFP task lists and improve teamwork through daily summaries and audit trails. With a focus on increasing productivity, RFPIO serves over 70,000 users across 100 countries, including prominent clients such as Microsoft, Adobe, LinkedIn, FireEye, and Google.

PerfectServe

Private Equity Round in 2018
PerfectServe, Inc. is a provider of secure communication and collaboration solutions tailored for the healthcare industry in the United States. Founded in 1999 and based in Knoxville, Tennessee, the company offers a comprehensive platform designed to enhance clinical communication, provider scheduling, nurse communication, and patient interactions. PerfectServe's services, which include PerfectServe Synchrony, facilitate seamless communication among healthcare professionals, ensuring efficient management of interactions between hospitals, physicians, and patients. The platform is utilized by healthcare clients across more than 130 markets, handling tens of thousands of communications daily and serving approximately 12 million patients. The company's innovative offerings have demonstrated significant market demand, reflecting its commitment to improving the accuracy and reliability of physician contact processes.

Clarizen

Acquisition in 2018
Clarizen, Inc. specializes in cloud-based work collaboration and project management solutions for organizations. Founded in 2006 and headquartered in San Mateo, California, with additional offices in Israel, the United Kingdom, and Australia, Clarizen's offerings include budget and expense management, project planning, resource management, and risk management, among other features. The platform supports internal and external collaboration, mobile connectivity, and provides tools for real-time reporting and workflow automation. Clarizen's solutions cater to various teams, including project managers, IT professionals, and marketing departments, enabling them to streamline processes and improve productivity. The company also emphasizes technical customer support and project management education services to enhance user experience.

Ironscales

Series A in 2017
Ironscales Ltd. is a cybersecurity company that specializes in phishing mitigation solutions aimed at protecting organizations from cyber attacks. Founded in 2013 and headquartered in Kfar Saba, Israel, the company offers a comprehensive platform that combines machine learning and human intelligence to address the challenges of email phishing. Its services include phishing simulation training, real-life spear-phishing campaigns, automated incident response, and analysis reports. The platform is designed to engage employees through gamified training experiences, fostering a proactive approach to cybersecurity by assessing and reducing susceptibility to phishing attempts. Ironscales enables corporate information security officers to create a human-based intrusion prevention system, enhancing the overall security posture of enterprises.

Actiance

Acquisition in 2017
Actiance, Inc. provides communication, collaboration, and social media governance solutions for enterprises and banks in North America, Europe, and Latin America. It offers The Actiance Platform to enable the communication, collaboration, and social networking tools for business needs; Vantage that simplifies management and compliance for enterprise communication and collaboration; and Socialite that enables employees to use social networks from any device with the protection need to meet regulatory requirements. The company’s platform lets people connect using unified communications, enterprise social software, instant messaging, social networks, and custom-built enterprise apps. Actiance, Inc. was formerly known as FaceTime Communications, Inc. and changed its name to Actiance, Inc. in January 2011. The company was founded in 1998 and is based in Redwood City, California with additional offices in Atlanta, Georgia; Arlington Virginia; Berkshire, United Kingdom; and Bengaluru, India.

SecureAuth

Private Equity Round in 2017
SecureAuth is a provider of identity and access management software focused on adaptive access control solutions. The company offers a comprehensive platform that includes authentication security, Single Sign-On, and user self-service tools, enabling organizations to confidently verify identities while ensuring a smooth user experience. Its Adaptive Authentication workflows safeguard on-premises, cloud, mobile, and VPN applications and are designed to detect compromised credentials, allowing clients to respond swiftly to security breaches. SecureAuth serves over 5 million users globally, including notable organizations such as Western Union, the FBI, and General Mills, across various sectors including energy, financial services, healthcare, and government.

Apttus

Series E in 2017
Apttus Corporation specializes in software solutions that streamline the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of applications, including Configure Price Quote (CPQ), contract management, and revenue management, all aimed at enhancing sales efficiency and revenue realization. Apttus provides enterprise and subscription solutions tailored to various industries, including communication, energy, healthcare, and technology. Its Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes. Notably, Apttus utilizes its patent-pending X-Author technology to integrate Microsoft Office with Salesforce, allowing for seamless interaction and control. The company also maintains offices in London, Sydney, and several locations in India and the United States, reflecting its global presence.

Certify

Acquisition in 2017
Certify offers online travel and expense management solution for companies of all sizes. Organizations worldwide can book travel as well as create and submit expense reports quickly, easily and efficiently with minimum training due to its unique intuitive data entry options and easy-to-use interface. Certify features no software to buy or maintain, no servers to manage, and requires only an internet connection.

ControlUp

Series B in 2017
ControlUp Technologies Ltd. specializes in SaaS-based analytics and management solutions for IT operations, focusing on hybrid cloud environments. Founded in 2009 and headquartered in Lod, Israel, the company offers a suite of products including ControlUp Real-time, which enables users to monitor the performance of virtual machines, servers, and user sessions. ControlUp Insights provides detailed analytics for troubleshooting and identifying trends in enterprise systems, while ControlUp Mobile allows users to receive alerts and access critical information on the go. The company also supports various platforms such as Citrix XenApp, VMware Horizon, and Microsoft Remote Desktop Services, catering to diverse sectors including healthcare, finance, and education. With over 500 enterprise customers, ControlUp aims to enhance operational efficiency by providing real-time visibility and actionable insights for IT management.

Skuid

Series B in 2017
Skuid was founded in 2013 on the simple belief that enterprise apps should stop forcing people to behave like machines. Instead, apps should behave more like the humans who use them, so everyone can thrive in the digital world. With Skuid’s simple-to-use but incredibly robust cloud design-and-deploy platform, companies can seamlessly unite their data, apps, and processes to unleash productivity and engagement, particularly in sales organizations. With hundreds of customers and more than 5.2 million users across 32 countries, Skuid has garnered national media coverage from Inc., Forbes, Fortune, Entrepreneur, TechCrunch, and others.

FMG Suite

Series A in 2016
FMG Suite is a leading provider of automated marketing solutions tailored for financial professionals and insurance agencies. The company offers a comprehensive cloud-based platform that includes tools for creating beautiful websites, managing social media campaigns, and automating email marketing. Their extensive content library features over 400 FINRA-reviewed videos and articles, providing financial advisors with a wealth of educational resources to engage clients and prospects. By integrating advanced technology with exceptional customer support, FMG Suite empowers users to enhance their online presence, cultivate client relationships, and drive new business growth. The platform is designed to simplify marketing efforts, allowing financial professionals to focus on building their brands and expanding their influence in the industry.

Damballa

Acquisition in 2016
Damballa specializes in advanced threat protection, focusing on the detection of active threats that evade conventional security measures. The company employs data science and machine learning techniques to identify successful infections and assess the risk posed by compromised devices, regardless of their operating system or threat vector. Damballa's solutions are designed to discover previously unknown threats, making the company a key player in cybersecurity. It safeguards nearly a billion endpoints across various sectors, including enterprises and major telecommunications providers. The firm also addresses issues related to botnet formation, providing essential safeguards against the misuse of Internet-enabled devices for harmful activities.

Crownpeak

Private Equity Round in 2016
Crownpeak is a privately-held corporation based in Los Angeles, California, specializing in cloud-based Digital Experience Management (DXM) and Digital Quality Management (DQM) solutions. Founded in 2001, Crownpeak provides a platform that allows companies to efficiently launch and manage complex, enterprise-scale websites across various digital channels. This platform is designed to be user-friendly, catering especially to non-technical users who need to manage and publish web content effortlessly. Crownpeak's offerings are utilized by numerous global brands, including Shell, Hewlett-Packard, Sony, Nestle, Thomson Reuters, and Oracle, who rely on its technology to enhance customer engagement and foster loyalty. The company has earned recognition for its innovative approach and has been acknowledged by industry leaders for its commitment to cloud delivery, security, and scalability.

Skuid

Series A in 2016
Skuid was founded in 2013 on the simple belief that enterprise apps should stop forcing people to behave like machines. Instead, apps should behave more like the humans who use them, so everyone can thrive in the digital world. With Skuid’s simple-to-use but incredibly robust cloud design-and-deploy platform, companies can seamlessly unite their data, apps, and processes to unleash productivity and engagement, particularly in sales organizations. With hundreds of customers and more than 5.2 million users across 32 countries, Skuid has garnered national media coverage from Inc., Forbes, Fortune, Entrepreneur, TechCrunch, and others.

Apttus

Series C in 2015
Apttus Corporation specializes in software solutions that streamline the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of applications, including Configure Price Quote (CPQ), contract management, and revenue management, all aimed at enhancing sales efficiency and revenue realization. Apttus provides enterprise and subscription solutions tailored to various industries, including communication, energy, healthcare, and technology. Its Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes. Notably, Apttus utilizes its patent-pending X-Author technology to integrate Microsoft Office with Salesforce, allowing for seamless interaction and control. The company also maintains offices in London, Sydney, and several locations in India and the United States, reflecting its global presence.

Core Security

Acquisition in 2015
Core Security provides enterprises with market-leading, threat-aware, identity, access and vulnerability management solutions that enable actionable intelligence.

Apttus

Series B in 2015
Apttus Corporation specializes in software solutions that streamline the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of applications, including Configure Price Quote (CPQ), contract management, and revenue management, all aimed at enhancing sales efficiency and revenue realization. Apttus provides enterprise and subscription solutions tailored to various industries, including communication, energy, healthcare, and technology. Its Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes. Notably, Apttus utilizes its patent-pending X-Author technology to integrate Microsoft Office with Salesforce, allowing for seamless interaction and control. The company also maintains offices in London, Sydney, and several locations in India and the United States, reflecting its global presence.

Zapproved

Series C in 2015
Zapproved LLC, founded in 2008, specializes in cloud-based software solutions designed specifically for corporate legal departments. The company’s Z-Discovery Suite empowers in-house legal teams to manage electronic discovery efficiently, minimizing both risk and costs. Its flagship product, Legal Hold Pro, is widely utilized by Fortune 500 and Global 2000 companies, and it has garnered several accolades, including the Best E-Discovery Legal Hold Product at the Legaltech News Innovation Awards in 2015 and 2016. Zapproved's innovative approach enables clients to conduct e-discovery affordably and sustainably, reducing their dependence on external providers. This efficiency not only saves time but also enhances compliance and mitigates risks associated with legal processes. Recognized for its rapid growth, Zapproved has appeared on the Deloitte Technology Fast 500 lists in 2016 and 2017.

Apttus

Series A in 2013
Apttus Corporation specializes in software solutions that streamline the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, the company offers a range of applications, including Configure Price Quote (CPQ), contract management, and revenue management, all aimed at enhancing sales efficiency and revenue realization. Apttus provides enterprise and subscription solutions tailored to various industries, including communication, energy, healthcare, and technology. Its Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes. Notably, Apttus utilizes its patent-pending X-Author technology to integrate Microsoft Office with Salesforce, allowing for seamless interaction and control. The company also maintains offices in London, Sydney, and several locations in India and the United States, reflecting its global presence.

Checkmarx

Series B in 2013
Checkmarx Ltd. is an application security software company based in Paramus, New Jersey, founded in 2006. It specializes in providing a variety of application security testing products and services designed to help enterprise organizations deliver secure software more efficiently. The company's offerings include static application security testing, open source analysis, interactive application security testing, and managed application security testing, among other solutions. Checkmarx's technology significantly reduces the time development teams spend on fixing security vulnerabilities, with claims of up to 75% time savings compared to traditional methods. Its unique Virtual Compiler technology allows for the scanning of uncompiled and unbuilt source code, facilitating early detection of vulnerabilities during the software development lifecycle. Checkmarx serves a diverse clientele, including major players in the banking, financial services, public sector, and information technology sectors, with over 1,500 customers that include several Fortune 500 companies.

Community Investors

Private Equity Round in 2013
CII is a leading provider of software-as-a-service (“SaaS”) based community management software tools, serving a wide range of community associations and condominium associations located throughout the United States and Canada. MCG’s investment was made to refinance CII’s existing indebtedness. CII is a portfolio company of K1 Capital (“K1”), a private equity firm focused on making investments in high growth software and technology businesses.

WorkForce Software

Series A in 2011
WorkForce Software is making work easy for the connected workforce around the globe. We provide enterprise and mid-sized organizations with real-time insights backed by pre-packaged domain expertise and proven flexibility. Our cloud workforce management solutions empower employees and managers to digitize time and labor processes, optimize demand-driven scheduling, simplify absence management and enable strategic business insight. With complete visibility across all employee groups and locations, WorkForce Software equips organizations to reduce labor costs, demonstrate compliance and boost employee engagement, all while maximizing operational efficiencies.
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