K1 Investment Management

K1 Investment Management is a private equity investment firm based in Manhattan Beach, California, founded in 2011. The firm specializes in the enterprise software sector, focusing on identifying and executing growth opportunities for its portfolio companies through both organic initiatives and acquisitions. K1 Investment Management assists businesses in navigating various strategic challenges, including executive recruitment, external financing, mergers and acquisitions, strategic sales, and public offerings. As a Registered Investment Adviser, the firm is committed to helping its clients achieve significant outcomes in their respective markets.

Hasan Askari

Managing Partner

Sujit Banerjee

Managing Director

Beard, Brian

Associate

Christian Grant

Senior Vice President

Kellen Haines

Principal

Malik, Neil Rajiv

Founder, CEO and Managing Partner

Sirous Wadia

Practice Director, Customer Success

Simon Yu

Senior Vice President

Mike Velcich

Partner

83 past transactions

Board Intelligence

Acquisition in 2024
Board Intelligence specializes in providing reporting software tailored for executives and board members, enhancing governance through effective board and management reporting. Their market-leading board portal allows directors to access and interact with essential information securely and in real-time. By offering a platform equipped with templates and tools for crafting high-quality reports, Board Intelligence aims to facilitate more effective meetings, decisions, and actions, ultimately enabling clients to derive greater value from their boards.

TeamDynamix

Secondary Market in 2022
TeamDynamix provides a cloud-based platform that integrates Service and Project Management, specifically designed for organizations in government, education, and healthcare sectors. By combining IT Service Management (ITSM), Project Portfolio Management (PPM), and Enterprise Service Management (ESM), TeamDynamix aims to enhance IT capabilities, optimize resource allocation, and improve end-user service. The platform features a visual flow builder that connects seamlessly with the systems clients utilize daily, facilitating better alignment, collaboration, and simplification of work management processes. Through its solutions, TeamDynamix helps organizations transition IT from a reactive role to a strategic partner, ultimately fostering greater operational efficiency and maturity.

Ocelot

Private Equity Round in 2022
Ocelot specializes in developing an AI-driven platform aimed at enhancing student engagement and service outcomes in higher education. The company's offerings include an educational chatbot and a video management system that leverage artificial intelligence and machine learning technologies. This platform provides comprehensive access to text and video resources across various student service departments, such as financial aid and admissions. By facilitating timely responses and support, Ocelot aims to ensure that students receive the assistance they need, thereby improving their overall educational experience and reducing the likelihood of being overlooked in critical areas of their academic journey.

Caju

Series B in 2022
Caju is a Brazilian company founded in 2019, based in Pinheiros, that specializes in providing a comprehensive employee benefits platform. The company offers a benefit card that enables employees to access various benefits, including food stamps, transportation costs, and other human resource-related perks. Caju's platform allows companies to register employees and manage their benefits efficiently. Each employee receives a single Visa card, which can be used across multiple categories such as food, meal, mobility, culture, health, education, and home office expenses. Additionally, Caju's application tracks all benefits and vouchers, helping both companies and employees monitor their usage and adjust benefits according to individual needs and company policies.

Lever

Private Equity Round in 2022
Lever, Inc. is a talent acquisition platform that offers a comprehensive web application designed to streamline the hiring process for organizations. Based in San Francisco, the company provides a suite of tools that facilitate job postings, employee referrals, communication, decision-making, sourcing, interviews, and reporting. Its flagship product, LeverTRM, combines applicant tracking system (ATS) and customer relationship management (CRM) functionalities, allowing talent teams to effectively manage their hiring goals and foster connections with potential candidates. The platform's features, such as Lever Hire and Lever Nurture, help organizations build a robust talent pipeline and maintain meaningful relationships with candidates. Additionally, Lever Analytics provides customized reports and data visualization to support informed decision-making for hiring managers and executives. With a commitment to inclusivity, Lever aims to reduce hiring bias and has successfully supported the recruitment efforts of over 3,800 global companies.

TrackTik

Private Equity Round in 2022
TrackTik is a cloud-based workforce management software specifically designed for the security industry. It aims to simplify security operations by offering features such as real-time guard management, incident reporting, and back-office administrative functions. The platform enhances visibility and productivity for security companies, allowing them to optimize and standardize processes while improving client trust and profitability. Its integrated technology supports both mobile and web access, enabling users to manage field operations efficiently. Additionally, TrackTik includes business intelligence modules and automated financial management tools, which help security firms and in-house teams operate with greater ease. The company is committed to improving the overall performance of security businesses while minimizing risks and enhancing their reputations.

accessiBe

Series A in 2022
accessiBe Ltd. is a company that specializes in web accessibility solutions through its SaaS-based application, which is designed to assist users with visual impairments and other disabilities. Founded in 2018 and based in Tel Aviv-Yafo, Israel, accessiBe's platform allows businesses to easily modify their website's design and user interface to enhance accessibility. This includes features such as screen reading and keyboard navigation adjustments, as well as on-page glossaries for individuals with cognitive disorders. The platform also addresses safety concerns by eliminating flashing animations that could trigger seizures. accessiBe aims to enable businesses of all sizes to comply with accessibility standards and contribute to online inclusion, making web browsing simpler and more accessible for everyone.

RentRedi

Series A in 2022
RentRedi Inc. is a property management software company headquartered in Latham, New York, founded in 2016. The company focuses on providing innovative software solutions tailored for small landlords and tenants, addressing the needs of an underserved segment of the residential real estate market. Its platform offers an all-in-one dashboard that facilitates various tasks for landlords, including listing vacant units, screening tenants, collecting rent, signing leases, and managing maintenance requests. For tenants, RentRedi provides features such as the ability to apply for rentals, make payments, report rent payments to credit bureaus, and submit maintenance requests. Additionally, the software includes a click-to-pay service and mobile payment options, streamlining communication and payment processes between landlords and tenants.

Hiver

Series B in 2022
Hiver transforms Gmail into a collaboration platform by enabling teams to easily manage shared email accounts, like support@. Based out of Bangalore and San Jose, Hiver has over 1,500 customers across 30 countries, including Hubspot, Harvard University, Vacasa, Canva, and Shutterstock. To learn more, visit https://hiverhq.com/Hiver is a small team, solving a large problem for a huge number of businesses. Hiver's platform allows teams with shared inboxes to assign each email as a task, give it an owner and a status, leading to greater transparency and accountability. Teams can also automate tasks like assigning emails from a specific customer to a particular agent. Hiver's Notes function provides an activity log right next to the email thread, showing who worked on the assigned task, what action they took, and shows any discussions around the action. Using Collision Alerts, teams have a simple way to prevent multiple teammates from replying to the same email. Insights into team performance can also be viewed to see who's doing well and who needs coaching to do better, including metrics like average time to reply and the average time to close an email. Hiver's enhanced platform is available now. For a 14-day free trial, please visit: hiverhq.com/signup

raffle

Series A in 2022
Raffle is a developer of data management software that enhances business productivity by providing accurate answers across various data sources. The platform employs advanced AI and deep learning technologies, enabling users to search company knowledge through natural language or voice commands without the need for specific keywords. This approach significantly reduces the time spent on searching for information. With a growing demand for self-service solutions—92% of users expressing a preference for this option—Raffle aims to address the limitations of current systems, which often yield over 70% incorrect or misleading responses. The digital self-service market is projected to expand substantially, reaching $42 billion by 2028, positioning Raffle advantageously within this burgeoning sector.

Pentera

Series C in 2022
Pentera is a leading provider of automated security validation solutions, designed to help organizations assess the integrity of their cybersecurity measures across their entire attack surface. The company's platform continuously evaluates potential security vulnerabilities by examining the threat levels within an organization's infrastructure, network, and human factors. This proactive approach allows businesses to perform ongoing cybersecurity tests, enabling them to identify and address security gaps in real-time. Trusted by thousands of security professionals and service providers globally, Pentera empowers organizations to enhance their security posture and mitigate risks before they can be exploited.

IRONSCALES

Series C in 2021
IRONSCALES is the leading cloud email security platform for the enterprise that uses artificial intelligence (AI) and human insights (HI) to stop advanced phishing attacks that bypass traditional security solutions. Its award-winning, self-learning platform continuously detects and remediates advanced threats like Business Email Compromise (BEC), Account Takeover (ATO), VIP impersonation, and more. As the most powerfully simple email security platform, IRONSCALES helps enterprises reduce risk, boost security team efficiency, and build a culture of cybersecurity awareness. IRONSCALES is headquartered in Atlanta, Georgia and is proud to serve more than 10,000 customers globally. Visit http://www.ironscales.com or @IRONSCALES to learn more.

ControlUp

Series D in 2021
ControlUp is a Digital Experience Monitoring and Optimization platform that enhances IT management through its SaaS-based analytics and management solutions. The platform is designed to oversee server-based computing farms and virtual desktop infrastructure, allowing organizations to monitor, analyze, and directly address issues within hybrid and cloud environments. By generating actionable insights and identifying patterns in operational data, ControlUp helps over 1,000 organizations globally improve efficiency, reduce costs, and ensure business continuity, ultimately enhancing the user experience.

Logicbroker

Private Equity Round in 2021
Logicbroker, Inc. offers cloud and supply chain automation technology tailored for digital commerce, enabling brands, retailers, and suppliers to optimize their e-commerce operations. Founded in 2010 and based in Shelton, Connecticut, the company specializes in EDI and drop ship technology, facilitating seamless connections among brands, retailers, and their necessary systems. Logicbroker provides a comprehensive suite of tools for monitoring, reporting, and managing vendor performance, automating essential supply chain data such as inventory, shipments, and invoices. Its offerings also include the Logicbroker Commerce API, which allows clients to manage the entire order lifecycle through a single connection, along with a business rule and validation engine. The company drives substantial online sales for major retailers and boasts a network of 4,000 brand suppliers and over 140 certified retail and marketplace channels. Logicbroker's partnerships, including a strategic relationship with Ingram Micro Commerce & Lifecycle Services, further enhance its capabilities in facilitating rapid online retail growth and expanding product assortments efficiently.

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 software platform designed to manage, track, and investigate employee issues efficiently. The platform centralizes cases and supports documentation, investigations, reporting, and analytics, allowing organizations to handle employee relations processes consistently and transparently. HR Acuity's solutions include workflow automation, risk mitigation, and benchmarking capabilities, ensuring compliance with human resource, legal, and compliance standards. By providing tools for issue management and post-hire and exit interviews, HR Acuity helps organizations respond effectively to employee concerns while maintaining confidentiality and security.

Irwin

Series A in 2021
Irwin specializes in providing investor relations software aimed at assisting public companies in maximizing shareholder value. The platform offers a user-friendly, integrated solution that enables organizations to target, monitor, and engage with global investors. By leveraging comprehensive investor and shareholder data, Irwin's tools facilitate enhanced stakeholder awareness, promote higher trading volumes, and contribute to stable share prices. The company's commitment to service excellence further distinguishes its offerings, empowering capital markets professionals to cultivate stronger relationships within the investment community.

NXTThing RPO

Private Equity Round in 2021
NXTThing RPO is a recruitment process outsourcing company that specializes in providing tailored recruitment services for both startups and large enterprises. With 25 years of experience in the talent acquisition sector, NXTThing RPO has developed a deep understanding of client needs, allowing it to design and enhance HR processes effectively. The company offers a range of recruitment models, including hourly hiring, insourced and outsourced solutions, as well as enterprise, high volume, project-based, and hybrid approaches to meet various client challenges and objectives. By engaging closely with clients, NXTThing RPO aims to elevate their talent strategies and transform how they attract and hire talent.

JazzHR

Private Equity Round in 2021
JazzHR is a recruitment software provider designed to assist growing companies in achieving their hiring objectives. The platform offers user-friendly and affordable tools that replace manual hiring tasks with automation, allowing hiring managers to efficiently recruit and select the right talent. JazzHR's features include candidate sourcing and employer branding, which streamline the entire recruitment process. By leveraging these capabilities, businesses can effectively enhance their hiring practices and expedite the recruitment of new employees.

TechnoMile

Private Equity Round in 2021
TechnoMile LLC, founded in 2007 and based in McLean, Virginia, specializes in designing and developing industry-specific platforms that centralize digital business processes. Its offerings include suites tailored for government contracting, architecture, engineering and construction, as well as retail and hospitality. The company provides a transformative cloud platform that supports various services such as digital transformation, integration, capture management, and contract lifecycle management. TechnoMile focuses on leveraging cloud technology, digital automation, and machine learning to help organizations improve productivity and customer satisfaction. By enabling clients to conduct strategic assessments and drive organizational alignment, TechnoMile aims to enhance customer retention and meet diverse business needs across multiple industries, including aerospace, defense, and manufacturing.

Atera

Series B in 2021
Atera is a developer of an IT management platform that integrates Remote Monitoring and Management (RMM), Professional Services Automation (PSA), and remote access into a comprehensive solution. The platform is designed to enhance operational efficiency for Managed Service Providers (MSPs) by offering features such as remote control, patch management, IT asset discovery and inventory, monitoring, security, and backup. By providing an all-in-one approach, Atera enables clients to automate their operations effectively while maintaining affordability.

ComplySci

Private Equity Round in 2021
ComplySci is a prominent provider of regulatory technology solutions that assist compliance professionals in managing and reporting employee conflicts of interest and compliance risks. Since its founding in 2003, ComplySci has developed a web-based platform that leverages data networks and forensic analytics to monitor employee activities such as personal trading and political contributions. The platform automates compliance with ethics codes, facilitating governance, risk management, and compliance services. Trusted by over 1,400 clients, including major financial institutions, ComplySci empowers organizations to navigate the evolving regulatory landscape while significantly reducing operating costs and archiving compliance activities.

Panopto

Private Equity Round in 2021
Panopto helps businesses and universities create searchable video libraries of their institutional knowledge. Since 2007, the company has been a pioneer in video capture software, video content management systems, and inside-video search technology. Today, Panopto’s video platform is the largest repository of expert learning videos in the world. Headquartered in Seattle with offices in Pittsburgh, London, Hong Kong, Beijing, and Sydney, Panopto has received industry recognition for its innovation, rapid growth, and company culture.

Atera

Series A in 2021
Atera is a developer of an IT management platform that integrates Remote Monitoring and Management (RMM), Professional Services Automation (PSA), and remote access into a comprehensive solution. The platform is designed to enhance operational efficiency for Managed Service Providers (MSPs) by offering features such as remote control, patch management, IT asset discovery and inventory, monitoring, security, and backup. By providing an all-in-one approach, Atera enables clients to automate their operations effectively while maintaining affordability.

accessiBe

Series A in 2021
accessiBe Ltd. is a company that specializes in web accessibility solutions through its SaaS-based application, which is designed to assist users with visual impairments and other disabilities. Founded in 2018 and based in Tel Aviv-Yafo, Israel, accessiBe's platform allows businesses to easily modify their website's design and user interface to enhance accessibility. This includes features such as screen reading and keyboard navigation adjustments, as well as on-page glossaries for individuals with cognitive disorders. The platform also addresses safety concerns by eliminating flashing animations that could trigger seizures. accessiBe aims to enable businesses of all sizes to comply with accessibility standards and contribute to online inclusion, making web browsing simpler and more accessible for everyone.

Brainspace

Private Equity Round in 2021
Brainspace Corporation specializes in eDiscovery software, information governance, and compliance solutions, primarily serving legal professionals, law firms, and litigation service providers. The company offers a range of products, including the Brainspace platform, which enhances the discovery, collection, and sharing of information while facilitating intelligent features for developers. Its flagship product, Brainspace Discovery, provides advanced unstructured data analytics, visual analytics, and intelligent search capabilities, tailored for complex data challenges in investigations and compliance. Founded in 2005 and headquartered in Addison, Texas, Brainspace has established itself as a leader in text analytics, helping enterprise clients derive insights and recognize connections in unstructured data. The company serves a diverse clientele, including Fortune 500 companies, consulting firms, and government agencies. In 2014, it rebranded from PureDiscovery Corporation and is currently a subsidiary of Colorado Buyer Inc.

Reveal

Private Equity Round in 2021
Reveal is a cloud-based provider of eDiscovery software designed to assist legal professionals in addressing complex discovery challenges. The platform offers a comprehensive suite of services, including data processing, early case assessment, review, and artificial intelligence capabilities. Reveal caters to a diverse clientele, including Fortune 500 companies, legal service providers, government agencies, and financial institutions across over 40 countries. Its deployment options are flexible, allowing for both cloud and on-premise installations. The software features an intuitive user interface, supports multiple languages, and can automatically detect more than 160 languages, significantly enhancing the efficiency of legal review processes while reducing costs for users.

ControlUp

Series C in 2020
ControlUp is a Digital Experience Monitoring and Optimization platform that enhances IT management through its SaaS-based analytics and management solutions. The platform is designed to oversee server-based computing farms and virtual desktop infrastructure, allowing organizations to monitor, analyze, and directly address issues within hybrid and cloud environments. By generating actionable insights and identifying patterns in operational data, ControlUp helps over 1,000 organizations globally improve efficiency, reduce costs, and ensure business continuity, ultimately enhancing the user experience.

RethinkFirst

Private Equity Round in 2020
RethinkFirst is a behavioral health company founded in 2008 with the aim of empowering individuals and organizations to achieve their potential through accessible support and resources. Initially focused on providing autism treatment training and caregiver support, the company expanded its offerings to include comprehensive behavior management tools for the K-12 education sector, as well as solutions for employers and healthcare providers. Recognizing that the need for behavioral health support extends beyond those with formal diagnoses, RethinkFirst now addresses a wide range of challenges, including mental health issues and wellness needs for both children and adults. The company employs over 350 people and serves more than 2,000 customers globally, leveraging cloud-based software platforms and evidence-based protocols to foster supportive communities. By equipping clinicians, educators, and caregivers with effective tools and resources, RethinkFirst aims to bridge the gap in behavioral health services, enabling individuals to lead healthier and more fulfilling lives.

accessiBe

Series A in 2020
accessiBe Ltd. is a company that specializes in web accessibility solutions through its SaaS-based application, which is designed to assist users with visual impairments and other disabilities. Founded in 2018 and based in Tel Aviv-Yafo, Israel, accessiBe's platform allows businesses to easily modify their website's design and user interface to enhance accessibility. This includes features such as screen reading and keyboard navigation adjustments, as well as on-page glossaries for individuals with cognitive disorders. The platform also addresses safety concerns by eliminating flashing animations that could trigger seizures. accessiBe aims to enable businesses of all sizes to comply with accessibility standards and contribute to online inclusion, making web browsing simpler and more accessible for everyone.

AppLearn

Venture Round in 2019
AppLearn is a digital adoption company that specializes in enhancing the effectiveness of enterprise software through its Adopt platform. The company addresses the challenges organizations face in maximizing their software investments, particularly during digital transformation initiatives. Many businesses struggle with alignment and measurement when deploying software solutions, often overlooking the importance of integrating people, processes, and objectives. AppLearn emphasizes that success should be evaluated based on outcomes rather than mere usage statistics. By providing robust analytics and focusing on user support and communication, AppLearn aims to improve productivity, accuracy, and speed within organizations. Their mission is to establish a standard of adoption excellence that ensures enterprises realize the full potential of their software investments, ultimately bringing certainty to their digital transformation efforts.

IRONSCALES

Series B in 2019
IRONSCALES is the leading cloud email security platform for the enterprise that uses artificial intelligence (AI) and human insights (HI) to stop advanced phishing attacks that bypass traditional security solutions. Its award-winning, self-learning platform continuously detects and remediates advanced threats like Business Email Compromise (BEC), Account Takeover (ATO), VIP impersonation, and more. As the most powerfully simple email security platform, IRONSCALES helps enterprises reduce risk, boost security team efficiency, and build a culture of cybersecurity awareness. IRONSCALES is headquartered in Atlanta, Georgia and is proud to serve more than 10,000 customers globally. Visit http://www.ironscales.com or @IRONSCALES to learn more.

Jebbit

Series B in 2019
Jebbit, Inc. is a Boston-based company that specializes in providing interactive mobile solutions aimed at helping brands capture valuable consumer data. Founded in 2011, Jebbit operates a declared data platform that enables marketing and sales teams to create engaging mobile experiences, such as quizzes and virtual tours. This platform allows brands to collect first-party data directly from consumers, offering insights into their preferences, motivations, and intentions, rather than relying on often inaccurate third-party data. Jebbit's offerings cater primarily to the travel, e-commerce, and sports industries, with notable clients including Cathay Pacific Airways, LifeLock, and the New England Revolution. The company has received recognition for its innovative approach, having been named one of the Top 25 Most Promising Companies in the World by CNBC and awarded for its tech culture in Boston.

Digital Pharmacist

Private Equity Round in 2019
Digital Pharmacist Inc. is a technology company that provides a patient engagement platform tailored for pharmacies and hospital brands. Founded in 2010 and headquartered in Austin, Texas, with additional offices in Newark, New Jersey, the company offers a comprehensive suite of HIPAA-compliant digital solutions. These include tools designed to enhance patient adherence, drive revenue, and reduce the workload of pharmacy staff. Digital Pharmacist's platform integrates with over 70 pharmacy management systems, providing services such as secure two-way messaging, branded health sites, mobile applications, and cloud-based interactive voice response systems. The company also collaborates with the National Community Pharmacists Association and powers the Cardinal Health Pharmacy Marketing Advantage Program, enabling pharmacies to improve patient engagement and business growth through self-service and automated solutions.

Chrome River Technologies

Private Equity Round in 2019
Chrome River Technologies, Inc. develops automated expense and invoice management solutions. It offers data integrations, fraud management, corporate card reconciliation, expense policy automation, global supports, prudential and systematic risks, billable and non-billable expenses reporting, consulting services, operational expense management, and mobile platform solutions. The company also provides professional services, support services, receipt handling, web applications, and travel spend optimization. Additionally, it offers Chrome River EXPENSE software that controls costs with automated real-time spend policy compliance monitoring and approval routing; Chrome River INVOICE, which automates and simplifies the invoice management process; Chrome River AUDIT that offers secondary review process to catches the errors and eliminate the potential for fraudulent activity; and Chrome River ANALYTICS, which transforms expense spend data into compelling and actionable reports. It serves legal, construction and engineering, consulting, insurance, healthcare, education, manufacturing, non-profit, retail, sports, technology, and transportation industries. Chrome River Technologies, Inc. was founded in 2007 and is based in Los Angeles, California with additional offices in Canada, the United Kingdom, Germany, France, India, and Australia. As of February 28, 2019, Chrome River Technologies, Inc. operates as a subsidiary of Certify Inc.

GoCanvas

Acquisition in 2019
GoCanvas is a mobile platform that enables businesses to automate their workflows by replacing outdated processes and costly paperwork. Founded in 2008 and headquartered in Reston, Virginia, the company offers a cloud-computing software-as-a-service (SaaS) solution that allows organizations to easily collect and share information across various devices, including smartphones and tablets. This capability helps businesses gain real-time insights into their operations, enhancing efficiency and decision-making. By streamlining information gathering and sharing, GoCanvas addresses the challenges companies face in managing and growing their operations.

Onit

Private Equity Round in 2019
Onit deploys Onit Apps to simplify business process automation and improve business productivity across all departments and industries. The Onit App Builder allows business users to drive efficiency and productivity by combining business process management, project management, and information management into one easy to use the tool so the user can create their own Onit Apps without having to rely on IT for support. Businesses have processes for everything -- whether it’s hiring a vendor or law firm, terminating an employee, submitting a contract for review, requesting a trademark request, obtaining an NDA, etc. Most of these processes are manual, paper-intensive, and cumbersome. With Onit Apps, processes are automated in a few clicks, responsible parties are notified immediately, and data collection is centralized. Onit doesn’t require any software to download or resources from IT.

Digital Pharmacist

Acquisition in 2019
Digital Pharmacist Inc. is a technology company that provides a patient engagement platform tailored for pharmacies and hospital brands. Founded in 2010 and headquartered in Austin, Texas, with additional offices in Newark, New Jersey, the company offers a comprehensive suite of HIPAA-compliant digital solutions. These include tools designed to enhance patient adherence, drive revenue, and reduce the workload of pharmacy staff. Digital Pharmacist's platform integrates with over 70 pharmacy management systems, providing services such as secure two-way messaging, branded health sites, mobile applications, and cloud-based interactive voice response systems. The company also collaborates with the National Community Pharmacists Association and powers the Cardinal Health Pharmacy Marketing Advantage Program, enabling pharmacies to improve patient engagement and business growth through self-service and automated solutions.

Responsive

Series A in 2018
Responsive, founded in 2015 by former RFP responders, specializes in strategic response management software that enhances the efficiency of organizations in handling complex information requests. The company's platform offers collaboration tools, a centralized answer library, and an AI-driven recommendation engine, which streamline the response process for requests for proposals, security questionnaires, and risk assessments. By focusing on improving workflows, Responsive enables companies to accelerate growth and mitigate risks while enhancing the employee experience. The platform serves over 70,000 users across 100 countries, with notable clients including Microsoft, Adobe, LinkedIn, FireEye, and Google.

Abacus Labs

Acquisition in 2018
Abacus Labs, Inc. is a Brooklyn-based company that specializes in developing a cloud-based expense reporting solution designed to streamline the management of employee expenses. Founded in 2013, the company offers a mobile application called Abacus, which allows users to create and manage expenses in real time. This solution includes features such as deposit reimbursements, receipt image capture, expense policy automation, and direct integrations with various card programs. Abacus is designed to enhance the speed and efficiency of expense management, enabling businesses to reimburse employees quickly and maintain synchronization across financial systems. The application supports a multi-level approval hierarchy and provides real-time insights, allowing finance teams to leverage data for strategic decision-making. As of July 2018, Abacus Labs operates as a subsidiary of Certify Inc.

PerfectServe

Private Equity Round in 2018
PerfectServe, Inc. is a provider of secure communication and collaboration solutions for the healthcare sector in the United States. Founded in 1999 and headquartered in Knoxville, Tennessee, the company offers a comprehensive platform that includes clinical communication, provider scheduling, nurse communication, and medical answering services. PerfectServe's tools facilitate effective interactions among physicians, nurses, and care teams, enhancing communication and coordination within healthcare settings. The platform is utilized by hospitals and physician practices across more than 130 markets, handling tens of thousands of daily interactions with approximately 12 million patients. With a strong focus on innovation, the company has seen significant growth, demonstrating a robust demand for its services that improve the accuracy and reliability of physician contact processes.

Clarizen

Acquisition in 2018
Clarizen, Inc. is a provider of cloud-based work collaboration and project management solutions aimed at enhancing organizational efficiency. Founded in 2006 and headquartered in San Mateo, California, with additional offices in Israel, the United Kingdom, and Australia, Clarizen offers a comprehensive suite of tools that include project and resource management, budget and expense management, risk management, and reporting capabilities. The platform facilitates cross-company collaboration through configurable workflow automation and in-context communication, enabling users to manage projects effectively while maintaining visibility at all organizational levels. Clarizen also supports mobile connectivity, allowing users to access project information and collaborate from field locations via its applications for iPhone and Android. The company serves various sectors, including project management, information technology, professional services, and marketing, and provides technical support and educational services to enhance customer experience.

Clarizen

Private Equity Round in 2018
Clarizen, Inc. is a provider of cloud-based work collaboration and project management solutions aimed at enhancing organizational efficiency. Founded in 2006 and headquartered in San Mateo, California, with additional offices in Israel, the United Kingdom, and Australia, Clarizen offers a comprehensive suite of tools that include project and resource management, budget and expense management, risk management, and reporting capabilities. The platform facilitates cross-company collaboration through configurable workflow automation and in-context communication, enabling users to manage projects effectively while maintaining visibility at all organizational levels. Clarizen also supports mobile connectivity, allowing users to access project information and collaborate from field locations via its applications for iPhone and Android. The company serves various sectors, including project management, information technology, professional services, and marketing, and provides technical support and educational services to enhance customer experience.

IRONSCALES

Series A in 2017
IRONSCALES is the leading cloud email security platform for the enterprise that uses artificial intelligence (AI) and human insights (HI) to stop advanced phishing attacks that bypass traditional security solutions. Its award-winning, self-learning platform continuously detects and remediates advanced threats like Business Email Compromise (BEC), Account Takeover (ATO), VIP impersonation, and more. As the most powerfully simple email security platform, IRONSCALES helps enterprises reduce risk, boost security team efficiency, and build a culture of cybersecurity awareness. IRONSCALES is headquartered in Atlanta, Georgia and is proud to serve more than 10,000 customers globally. Visit http://www.ironscales.com or @IRONSCALES to learn more.

TeamDynamix

Funding Round in 2017
TeamDynamix provides a cloud-based platform that integrates Service and Project Management, specifically designed for organizations in government, education, and healthcare sectors. By combining IT Service Management (ITSM), Project Portfolio Management (PPM), and Enterprise Service Management (ESM), TeamDynamix aims to enhance IT capabilities, optimize resource allocation, and improve end-user service. The platform features a visual flow builder that connects seamlessly with the systems clients utilize daily, facilitating better alignment, collaboration, and simplification of work management processes. Through its solutions, TeamDynamix helps organizations transition IT from a reactive role to a strategic partner, ultimately fostering greater operational efficiency and maturity.

Actiance

Acquisition in 2017
Actiance, Inc. offers communication, collaboration, and social media governance solutions tailored for enterprises and financial institutions across North America, Europe, and Latin America. The company's flagship Actiance Platform integrates various communication tools, including unified communications, enterprise social software, and instant messaging, to meet business needs while ensuring compliance with regulatory standards. Key products include Vantage, which simplifies management and compliance for enterprise communications, and Socialite, enabling secure access to social networks from any device. Founded in 1998 and originally known as FaceTime Communications, Actiance has evolved to address the complexities of modern communication environments, helping organizations navigate security, management, and compliance challenges associated with diverse communication channels. The company is headquartered in Redwood City, California, with additional offices in Atlanta, Arlington, Berkshire, and Bengaluru.

SecureAuth

Private Equity Round in 2017
SecureAuth is a prominent provider of identity and access management solutions that focuses on delivering secure, passwordless, and continuous authentication for users across various sectors, including energy, finance, healthcare, education, retail, and government. Its flagship product, Arculix™, can be deployed in cloud, on-premises, or hybrid environments, effectively managing and safeguarding access to applications, systems, and data globally. The company employs advanced risk analysis and behavioral modeling techniques to enhance security, utilizing an AI and machine learning-driven analytics engine to create a unique digital profile for each user. This approach allows SecureAuth to maintain authentication throughout the user's digital journey, ensuring the security of devices, enterprise applications, and credentials for both employees and customers.

Apttus

Series E in 2017
Apttus Corporation specializes in developing software solutions that facilitate the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, with additional offices worldwide, Apttus provides a range of applications designed for enterprise-class business management. Its offerings include e-commerce, configure price quote (CPQ), contract management, and revenue management solutions. The company also delivers advanced source-to-pay solutions, incorporating artificial intelligence for buy-side contract management. Apttus' Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes, enhancing efficiency for various industries such as communication, healthcare, finance, and manufacturing. By leveraging the Salesforce Platform, Apttus' solutions maximize sales effectiveness and improve visibility and control over business operations.

Litera

Private Equity Round in 2017
Litera is a software provider specializing in solutions for law firms and document-intensive organizations worldwide. The company offers a range of document drafting tools designed to enhance productivity by enabling users to create, proofread, compare, clean, and distribute high-quality content efficiently and securely from any device. Additionally, Litera's transaction management platform streamlines the often cumbersome process of managing transactions by providing a secure, collaborative workspace and automating signature processes. Leveraging artificial intelligence, Litera's software addresses the complex demands of clients and regulatory requirements, facilitating seamless document management for legal and life sciences sectors.

ControlUp

Series B in 2017
ControlUp is a Digital Experience Monitoring and Optimization platform that enhances IT management through its SaaS-based analytics and management solutions. The platform is designed to oversee server-based computing farms and virtual desktop infrastructure, allowing organizations to monitor, analyze, and directly address issues within hybrid and cloud environments. By generating actionable insights and identifying patterns in operational data, ControlUp helps over 1,000 organizations globally improve efficiency, reduce costs, and ensure business continuity, ultimately enhancing the user experience.

Skuid

Series B in 2017
Skuid, Inc. is a company that specializes in designing, building, and supporting user interface toolkits primarily for the Salesforce Platform. Founded in 2013 and headquartered in Chattanooga, Tennessee, with additional offices in San Francisco, Skuid offers a robust cloud application that allows users to create and customize pages using a drag-and-drop interface. Its platform includes various user interface components such as editable tables, forms, and panels, enabling users to automate workflows and enhance collaboration. Skuid aims to empower both developers and non-technical users by allowing them to seamlessly integrate and manage data from multiple sources without the need for extensive coding knowledge. The company has a diverse customer base, with over 5.2 million users across 32 countries, and provides training and support services to enhance user experience. Skuid's innovative approach has attracted attention from national media outlets, highlighting its commitment to improving productivity and engagement in enterprise applications.

RaveMobileSafety.com

Private Equity Round in 2017
Rave Mobile Safety (formerly Rave Wireless) provides Critical Communication and Collaboration technology for public safety, emergency management, school safety and corporate security. The Rave platform is used to prepare better, respond faster, recover quicker and mitigate critical incidents in order to save lives, manage crises, maintain business continuity and increase operational resiliency.

Damballa

Acquisition in 2016
Damballa specializes in advanced threat protection, focusing on the detection of active threats that evade traditional security measures. The company employs innovative solutions that leverage data science and machine learning to identify successful infections and assess the risk posed by compromised devices, regardless of their type or operating system. Damballa's technology is designed to uncover threats without needing prior knowledge of their existence, making it effective across various threat vectors. The firm provides security for nearly a billion endpoints globally, serving enterprises across multiple sectors, as well as major internet service providers and telecommunications companies. By addressing issues such as botnet formation, Damballa plays a critical role in enhancing internet security and safeguarding businesses from evolving cyber threats.

Crownpeak

Private Equity Round in 2016
Crownpeak is a provider of a Digital Experience Platform (DXP) designed to meet the needs of both marketing and IT professionals. The company offers a composable SaaS solution that enables customers to manage and optimize digital content across various platforms, including corporate and e-commerce websites, microsites, and intranets. With its DXP, Crownpeak allows content operations teams to collaborate efficiently while ensuring compliance with brand guidelines and quality standards. The platform integrates Digital Quality Management (DQM) tools to enhance accessibility and compliance with regulations such as WCAG and the ADA, reducing legal risks for marketers. Founded in 2001 and headquartered in Denver, Colorado, Crownpeak has expanded its capabilities through acquisitions, including e-Spirit and Evidon, enhancing its offerings in digital governance and compliance solutions. The company serves mid-enterprise and large enterprises, enabling them to create, deploy, and optimize customer experiences across global digital touchpoints. With a remote-first workforce, Crownpeak remains focused on empowering organizations to orchestrate seamless digital experiences.

Skuid

Series A in 2016
Skuid, Inc. is a company that specializes in designing, building, and supporting user interface toolkits primarily for the Salesforce Platform. Founded in 2013 and headquartered in Chattanooga, Tennessee, with additional offices in San Francisco, Skuid offers a robust cloud application that allows users to create and customize pages using a drag-and-drop interface. Its platform includes various user interface components such as editable tables, forms, and panels, enabling users to automate workflows and enhance collaboration. Skuid aims to empower both developers and non-technical users by allowing them to seamlessly integrate and manage data from multiple sources without the need for extensive coding knowledge. The company has a diverse customer base, with over 5.2 million users across 32 countries, and provides training and support services to enhance user experience. Skuid's innovative approach has attracted attention from national media outlets, highlighting its commitment to improving productivity and engagement in enterprise applications.

Apttus

Series C in 2015
Apttus Corporation specializes in developing software solutions that facilitate the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, with additional offices worldwide, Apttus provides a range of applications designed for enterprise-class business management. Its offerings include e-commerce, configure price quote (CPQ), contract management, and revenue management solutions. The company also delivers advanced source-to-pay solutions, incorporating artificial intelligence for buy-side contract management. Apttus' Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes, enhancing efficiency for various industries such as communication, healthcare, finance, and manufacturing. By leveraging the Salesforce Platform, Apttus' solutions maximize sales effectiveness and improve visibility and control over business operations.

Core Security

Acquisition in 2015
Core Security specializes in identity and access management software, offering solutions that enhance threat awareness and vulnerability management for enterprises. Their comprehensive software provides actionable insights and context, allowing organizations to effectively manage security risks. By delivering a clear view of an organization's security posture, Core Security enables clients to prioritize their efforts in protecting critical assets, respond more swiftly to potential breaches, and make informed decisions regarding security remediation. This focus on actionable intelligence helps enterprises mitigate access risks and react promptly to threats.

Apttus

Series B in 2015
Apttus Corporation specializes in developing software solutions that facilitate the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, with additional offices worldwide, Apttus provides a range of applications designed for enterprise-class business management. Its offerings include e-commerce, configure price quote (CPQ), contract management, and revenue management solutions. The company also delivers advanced source-to-pay solutions, incorporating artificial intelligence for buy-side contract management. Apttus' Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes, enhancing efficiency for various industries such as communication, healthcare, finance, and manufacturing. By leveraging the Salesforce Platform, Apttus' solutions maximize sales effectiveness and improve visibility and control over business operations.

Zapproved

Series C in 2015
Zapproved is a provider of e-discovery software tailored for corporate legal teams. The platform empowers these teams to manage the e-discovery process independently, from the anticipation of litigation through resolution. By offering a user-friendly and robust solution, Zapproved enables organizations to reduce their reliance on external providers, thereby cutting costs significantly. The company's innovative cloud-based technology enhances efficiency, improves compliance, and helps minimize risks associated with legal proceedings. Overall, Zapproved's tools are designed to streamline legal processes and promote better internal management of e-discovery activities.

Apttus

Series A in 2013
Apttus Corporation specializes in developing software solutions that facilitate the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, with additional offices worldwide, Apttus provides a range of applications designed for enterprise-class business management. Its offerings include e-commerce, configure price quote (CPQ), contract management, and revenue management solutions. The company also delivers advanced source-to-pay solutions, incorporating artificial intelligence for buy-side contract management. Apttus' Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes, enhancing efficiency for various industries such as communication, healthcare, finance, and manufacturing. By leveraging the Salesforce Platform, Apttus' solutions maximize sales effectiveness and improve visibility and control over business operations.

Certent

Private Equity Round in 2012
Certent, Inc. is a provider of stock plan management software solutions that assist companies with their accounting, tax, administration, and employee transaction needs. The company's offerings include a variety of tools for financial reporting and reconciliation, such as FAS123R Reporting and Compliance for SEC reporting, as well as project management and expert support services. Certent's products also feature a self-service platform for equity compensation management, a sandbox tool for managing equity plans, and a system for synchronizing tax and employee demographic information. The company serves both public and private organizations across multiple industries, including technology, healthcare, retail, finance, and energy. Founded in 2002 and headquartered in Pleasanton, California, Certent was previously known as Equity Administration Solutions, Inc.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.