Autobooks, Inc. is a provider of integrated payment and accounting software designed specifically for small businesses, delivered through financial institutions. Founded in 2015 and based in Detroit, Michigan, the company offers a cloud-based platform that seamlessly connects bank accounts with various financial tools to enhance cash flow, streamline account reconciliation, and foster business growth. Its services include integrated payment applications such as invoicing and bill pay, merchant services, treasury products, and automated accounting solutions. By enabling financial institutions to offer these essential back-office services, Autobooks helps small businesses effectively manage their finances and improve their understanding of digital banking channels.
Token, Inc. is an open banking payments platform that specializes in facilitating the transition from traditional card payments to account-to-account bank payments across Europe. Founded in 2015 and based in Gardner, Kansas, the company offers a range of solutions, including Token Connect, which empowers banks and developers to create customer-focused products, and Token PSD2, a compliance-oriented SaaS solution that helps banks capitalize on open banking opportunities. Token also provides Token BankPay, enabling payment service providers and merchants to leverage new open banking payment systems. With standardized, API-based access to over 3,000 banks, Token aims to simplify the complexities of compliance while enhancing innovation in digital financial services. Authorized as an Account Information Service Provider and Payment Initiation Service Provider by the FCA in the UK, Token holds passporting rights in 20 additional countries, positioning itself as a leader in the open banking infrastructure space.
Infinicept, Inc. is a Denver-based company that specializes in providing a comprehensive suite of automated services for payment facilitators. Founded in 2014, Infinicept's platform supports crucial functions such as merchant acceptance, underwriting, boarding, and back office operations. Its agnostic technology framework allows seamless integration with various banks, processors, gateways, and customer relationship management systems, enabling companies to maintain control over their payment processes. The services offered by Infinicept include automated and manual underwriting, merchant applications, funding, reporting, chargeback management, and customer service. By simplifying the operational backbone for payment facilitators, Infinicept empowers its clients to enhance their product offerings, monetize payment solutions, and foster stronger customer relationships, ultimately opening new revenue streams and increasing overall business valuation.
Apkudo, Inc. specializes in developing solutions for operators and original equipment manufacturers (OEMs) to facilitate the launch and management of Android devices. Founded in 2010 and based in Baltimore, Maryland, the company offers a platform called Hive, which integrates internal systems and external partners into a secure environment for managing connected devices throughout the supply chain. Apkudo's technology leverages artificial intelligence and robotics to enhance diagnostics, automate processes, and facilitate real-time decision-making. By standardizing and optimizing the exchange of data among stakeholders—including manufacturers, mobile network operators, and logistics providers—Apkudo aims to improve device quality, enhance user satisfaction, and promote efficiencies across the device lifecycle, from pre-launch to end-of-life. This comprehensive approach helps companies make data-driven decisions, reduce costs, and minimize electronic waste.
Private Equity Round in 2022
Global Processing Services Limited is a payments processor that manages credit, debit, and prepaid card transactions globally. Founded in 2007 and headquartered in Douglas, Isle of Man, the company provides its services primarily to fintech firms in the payment industry. Its key offering, the GPS Apex platform, is designed for secure and reliable transaction processing, allowing for seamless integration with clients, issuers, program managers, card manufacturers, and other service providers. GPS Apex supports innovation in the payments sector through its proprietary technology, helping to drive advancements in the industry.
iDonate LLC is a provider of web-based donation software designed to support nonprofit organizations in connecting with donors. Founded in 2008 and based in Plano, Texas, the company offers solutions that facilitate the online giving of both cash and non-cash donations, including items such as vehicles, real estate, and other assets. Its platform features a Digital Giving Suite and a Giving Management Suite, which empower nonprofits to create customized donor experiences and manage their fundraising campaigns effectively. The software is designed to be user-friendly, allowing advocates to establish their own campaigns within a branded interface, thereby enhancing engagement and optimizing donation processes for organizations.
Sayari Labs, Inc., operating as Sayari, is a Washington, D.C.-based provider of a data intelligence platform focused on risk analysis solutions. Founded in 2015, Sayari offers Sayari Graph, a tool designed to navigate the complexities of global corporate ownership and commercial relationships. Its platform assists financial institutions, multinationals, legal and advisory service providers, journalists, and governments in mitigating risks related to Know Your Customer (KYC), anti-money laundering (AML), sanctions, beneficial ownership, and anti-bribery and corruption regulations. Sayari's products are utilized by thousands of analysts and investigators across more than 35 countries to facilitate safe cross-border trade, conduct thorough research, confidently enter new markets, and prevent financial crimes such as corruption and money laundering.
Behalf, Inc. operates as a financing provider which facilitates commerce between business to business merchants and their business customers. The company allows merchant partners to offer business customers instant credit and flexible payment terms at the point of sale. It also provides working capital solutions for small businesses and flexible financing for business purchases. Behalf, Inc. was founded in 2011 and is headquartered in New York, New York. The company has additional offices in Tel Aviv, Israel
Demyst is a company focused on enhancing financial services through the use of data and analytical technology. It addresses the credit-rating challenges faced by financial institutions, aiming to improve access to financial resources and promote financial inclusion. By leveraging innovative data solutions, Demyst seeks to empower firms to make informed credit decisions, ultimately contributing to the advancement of the financial services industry.
d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services to professional advisers and their individual investors.
Founded in 2017, the company is headquartered at Toronto, Ontario, Canada.
Autobooks, Inc. is a provider of integrated payment and accounting software designed specifically for small businesses, delivered through financial institutions. Founded in 2015 and based in Detroit, Michigan, the company offers a cloud-based platform that seamlessly connects bank accounts with various financial tools to enhance cash flow, streamline account reconciliation, and foster business growth. Its services include integrated payment applications such as invoicing and bill pay, merchant services, treasury products, and automated accounting solutions. By enabling financial institutions to offer these essential back-office services, Autobooks helps small businesses effectively manage their finances and improve their understanding of digital banking channels.
Private Equity Round in 2020
Syncapay, Inc. is a holding company based in Plano, Texas, specializing in the acquisition of high-growth payments companies with innovative technology and solutions. Through its subsidiary, daVinci Payments, Inc., Syncapay offers a range of digital payment solutions, including virtual prepaid cards, classic prepaid services, disbursement options, and real-time funding mechanisms. Established in 2017, Syncapay aims to leverage synergies among its portfolio companies, which include notable firms like Parago/Blackhawk and American Express, to enhance market share and accelerate growth in the payments sector. The company focuses on businesses that provide or facilitate payments to consumers, employees, or other enterprises in emerging markets globally. Its strategy includes acquiring financial technology innovators to create a collaborative ecosystem that enhances service delivery and operational efficiency.
Infinicept, Inc. is a Denver-based company that specializes in providing a comprehensive suite of automated services for payment facilitators. Founded in 2014, Infinicept's platform supports crucial functions such as merchant acceptance, underwriting, boarding, and back office operations. Its agnostic technology framework allows seamless integration with various banks, processors, gateways, and customer relationship management systems, enabling companies to maintain control over their payment processes. The services offered by Infinicept include automated and manual underwriting, merchant applications, funding, reporting, chargeback management, and customer service. By simplifying the operational backbone for payment facilitators, Infinicept empowers its clients to enhance their product offerings, monetize payment solutions, and foster stronger customer relationships, ultimately opening new revenue streams and increasing overall business valuation.
Venminder, Inc. is a provider of a cloud-based software-as-a-service platform focused on third-party risk management. The platform facilitates the assessment, monitoring, and management of vendor-related risks through various modules, including vendor oversight, contract management, risk assessments, and examination preparation. Venminder's comprehensive services encompass document collection, financial statement analysis, cybersecurity reviews, and vendor monitoring, enabling organizations to gain insights into their vendors' compliance and financial health. The company serves a diverse range of industries, including financial services, healthcare, insurance, education, and retail. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder was formerly known as Digital Comply, Inc. and rebranded in April 2016. The platform also supports a community called Third Party ThinkTank, aimed at professionals in third-party risk management.
Apkudo, Inc. specializes in developing solutions for operators and original equipment manufacturers (OEMs) to facilitate the launch and management of Android devices. Founded in 2010 and based in Baltimore, Maryland, the company offers a platform called Hive, which integrates internal systems and external partners into a secure environment for managing connected devices throughout the supply chain. Apkudo's technology leverages artificial intelligence and robotics to enhance diagnostics, automate processes, and facilitate real-time decision-making. By standardizing and optimizing the exchange of data among stakeholders—including manufacturers, mobile network operators, and logistics providers—Apkudo aims to improve device quality, enhance user satisfaction, and promote efficiencies across the device lifecycle, from pre-launch to end-of-life. This comprehensive approach helps companies make data-driven decisions, reduce costs, and minimize electronic waste.
Sayari Labs, Inc., operating as Sayari, is a Washington, D.C.-based provider of a data intelligence platform focused on risk analysis solutions. Founded in 2015, Sayari offers Sayari Graph, a tool designed to navigate the complexities of global corporate ownership and commercial relationships. Its platform assists financial institutions, multinationals, legal and advisory service providers, journalists, and governments in mitigating risks related to Know Your Customer (KYC), anti-money laundering (AML), sanctions, beneficial ownership, and anti-bribery and corruption regulations. Sayari's products are utilized by thousands of analysts and investigators across more than 35 countries to facilitate safe cross-border trade, conduct thorough research, confidently enter new markets, and prevent financial crimes such as corruption and money laundering.
Behalf, Inc. operates as a financing provider which facilitates commerce between business to business merchants and their business customers. The company allows merchant partners to offer business customers instant credit and flexible payment terms at the point of sale. It also provides working capital solutions for small businesses and flexible financing for business purchases. Behalf, Inc. was founded in 2011 and is headquartered in New York, New York. The company has additional offices in Tel Aviv, Israel
Sayari Labs, Inc., operating as Sayari, is a Washington, D.C.-based provider of a data intelligence platform focused on risk analysis solutions. Founded in 2015, Sayari offers Sayari Graph, a tool designed to navigate the complexities of global corporate ownership and commercial relationships. Its platform assists financial institutions, multinationals, legal and advisory service providers, journalists, and governments in mitigating risks related to Know Your Customer (KYC), anti-money laundering (AML), sanctions, beneficial ownership, and anti-bribery and corruption regulations. Sayari's products are utilized by thousands of analysts and investigators across more than 35 countries to facilitate safe cross-border trade, conduct thorough research, confidently enter new markets, and prevent financial crimes such as corruption and money laundering.
Brightfield Strategies, LLC specializes in providing modeling, analytics, and management consulting services focused on contingent workforce management. Established in 2006 and based in New York, the company offers a range of solutions, including rate modeling, workforce mix modeling, performance and maturity assessments, and strategic sourcing services. Additionally, Brightfield provides governance, risk, and compliance services, which encompass audits, program marketing, and training. The firm also operates the Talent Data Exchange, a membership-based platform for data analytics related to human capital. Its clientele spans various industries, including banking, pharmaceuticals, healthcare, insurance, and technology, where Brightfield helps organizations standardize human capital policies, ensure compliance, and optimize their extended workforce through data-driven insights.
Tethr provides an AI-driven communications intelligence platform that analyzes customer conversations to deliver actionable insights. By processing data from various customer interactions, including phone calls and chats, Tethr helps organizations understand the true Voice of the Customer. This platform is built on extensive customer experience research and enables businesses to gather and share valuable insights across their teams. The insights generated can enhance sales performance, boost customer loyalty, and improve compliance, ultimately leading to more informed business decisions and reduced operating costs.
Demyst is a company focused on enhancing financial services through the use of data and analytical technology. It addresses the credit-rating challenges faced by financial institutions, aiming to improve access to financial resources and promote financial inclusion. By leveraging innovative data solutions, Demyst seeks to empower firms to make informed credit decisions, ultimately contributing to the advancement of the financial services industry.
Venminder, Inc. is a provider of a cloud-based software-as-a-service platform focused on third-party risk management. The platform facilitates the assessment, monitoring, and management of vendor-related risks through various modules, including vendor oversight, contract management, risk assessments, and examination preparation. Venminder's comprehensive services encompass document collection, financial statement analysis, cybersecurity reviews, and vendor monitoring, enabling organizations to gain insights into their vendors' compliance and financial health. The company serves a diverse range of industries, including financial services, healthcare, insurance, education, and retail. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder was formerly known as Digital Comply, Inc. and rebranded in April 2016. The platform also supports a community called Third Party ThinkTank, aimed at professionals in third-party risk management.
Alkami Technology, Inc. specializes in providing cloud-based digital banking solutions tailored for credit unions and banks. The company's ORB Platform is a comprehensive Software-as-a-Service offering that encompasses a wide range of features for retail and business banking, including person-to-person payments, card controls, account aggregation, payroll management, and analytics. Alkami's solutions enable financial institutions to enhance user onboarding, engagement, and account servicing, while also offering integrated mobile banking and intelligent content delivery services. The platform allows clients to customize their experience by incorporating additional Alkami products or third-party solutions. Founded in 2007 and headquartered in Plano, Texas, Alkami Technology was previously known as iThryv, LLC before rebranding in 2010.
DivvyCloud Corporation specializes in software solutions that enable enterprise customers to automate security, compliance, and governance in cloud and container environments. Founded in 2012 and based in Arlington, Virginia, the company focuses on protecting organizations from misconfigurations, policy violations, threats, and identity and access management risks. DivvyCloud's automated, real-time remediation capabilities help clients maintain continuous security and compliance, allowing them to fully leverage the advantages of cloud technology. The company's diverse clientele spans various sectors, including media and entertainment, financial services, public services, digital industries, health and life sciences, managed service providers, software and internet companies, as well as retail and consumer goods. In 2020, DivvyCloud became a subsidiary of Rapid7 LLC.
Featurespace is the world-leader in Adaptive Behavioural Analytics and creator of the ARIC™ platform, a machine learning software system developed out of the University of Cambridge. The ARIC™ platform uses anomaly detection to analyse complex behavioural data in real time, spotting anomalies to block new fraud attacks as they occur. At the same time, Featurespace recognises genuine customers without blocking their activity. ARIC™ reduces the number of genuine transactions incorrectly identified as fraud by over 70%, enabling businesses to accept more revenue.
Head quartered in Cambridge, UK, and Atlanta, GA, U.S. Featurespace has deployed the ARIC™ platform to organisations that have services or products deployed in over 180 countries. Customers include Betfair, Vocalink/Zapp, Worldpay, and TSYS, the largest third-party processor of Visa® and MasterCard® credit cards in the U.S.
Bridge Financial Technology Inc. offers automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech companies. Founded in 2015 and headquartered in Chicago, Illinois, the company specializes in developing portfolio accounting and management software. Its Atlas platform includes features for quick billing, invoicing, performance aggregation, client portals, and file sharing, enabling fiduciary advisors to streamline operations. By enhancing efficiency and promoting technological adoption, Bridge Financial Technology empowers RIAs to automate office work and investment management, thereby allowing them to serve more clients, scale their businesses, and reduce operational costs.
Venminder, Inc. is a provider of a cloud-based software-as-a-service platform focused on third-party risk management. The platform facilitates the assessment, monitoring, and management of vendor-related risks through various modules, including vendor oversight, contract management, risk assessments, and examination preparation. Venminder's comprehensive services encompass document collection, financial statement analysis, cybersecurity reviews, and vendor monitoring, enabling organizations to gain insights into their vendors' compliance and financial health. The company serves a diverse range of industries, including financial services, healthcare, insurance, education, and retail. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder was formerly known as Digital Comply, Inc. and rebranded in April 2016. The platform also supports a community called Third Party ThinkTank, aimed at professionals in third-party risk management.
Bento for Business is a financial technology company that specializes in providing a comprehensive expense management platform tailored for small and medium-sized businesses. Founded in 2013 and headquartered in San Francisco, the company offers a solution that enables businesses to issue payment cards to employees, manage spending controls, and organize expenses through an intuitive dashboard accessible via computers and mobile devices. Bento’s platform includes virtual and corporate cards, along with management tools that enhance control and visibility over company expenses, thereby reducing the risk of fraud and minimizing administrative burdens. Through features such as open APIs and white label partnerships, Bento extends its capabilities to automate payments beyond employee expenses. The company is recognized for its innovative approach and is backed by prominent venture capital firms in the financial technology sector.
Alkami Technology, Inc. specializes in providing cloud-based digital banking solutions tailored for credit unions and banks. The company's ORB Platform is a comprehensive Software-as-a-Service offering that encompasses a wide range of features for retail and business banking, including person-to-person payments, card controls, account aggregation, payroll management, and analytics. Alkami's solutions enable financial institutions to enhance user onboarding, engagement, and account servicing, while also offering integrated mobile banking and intelligent content delivery services. The platform allows clients to customize their experience by incorporating additional Alkami products or third-party solutions. Founded in 2007 and headquartered in Plano, Texas, Alkami Technology was previously known as iThryv, LLC before rebranding in 2010.
Syncapay, Inc. is a holding company based in Plano, Texas, specializing in the acquisition of high-growth payments companies with innovative technology and solutions. Through its subsidiary, daVinci Payments, Inc., Syncapay offers a range of digital payment solutions, including virtual prepaid cards, classic prepaid services, disbursement options, and real-time funding mechanisms. Established in 2017, Syncapay aims to leverage synergies among its portfolio companies, which include notable firms like Parago/Blackhawk and American Express, to enhance market share and accelerate growth in the payments sector. The company focuses on businesses that provide or facilitate payments to consumers, employees, or other enterprises in emerging markets globally. Its strategy includes acquiring financial technology innovators to create a collaborative ecosystem that enhances service delivery and operational efficiency.
Tethr provides an AI-driven communications intelligence platform that analyzes customer conversations to deliver actionable insights. By processing data from various customer interactions, including phone calls and chats, Tethr helps organizations understand the true Voice of the Customer. This platform is built on extensive customer experience research and enables businesses to gather and share valuable insights across their teams. The insights generated can enhance sales performance, boost customer loyalty, and improve compliance, ultimately leading to more informed business decisions and reduced operating costs.
RevolutionCredit, Inc. is a behavioral data and analytics firm specializing in the consumer credit decisioning process. Based in Irvine, California, the company offers innovative solutions such as BeyondMyScore, which captures predictive behavioral signals from consumers at the point of transaction, enhancing lenders' acquisition and account management capabilities across the credit risk spectrum. Additionally, RevolutionCredit provides BackOnTrack, a solution designed to leverage behavioral science for optimizing collections outcomes for creditors. Founded in 2010, the firm focuses on delivering real-time behavioral scores that enable creditors to better risk-segment consumers and encourage positive changes in their financial behaviors.
DivvyCloud Corporation specializes in software solutions that enable enterprise customers to automate security, compliance, and governance in cloud and container environments. Founded in 2012 and based in Arlington, Virginia, the company focuses on protecting organizations from misconfigurations, policy violations, threats, and identity and access management risks. DivvyCloud's automated, real-time remediation capabilities help clients maintain continuous security and compliance, allowing them to fully leverage the advantages of cloud technology. The company's diverse clientele spans various sectors, including media and entertainment, financial services, public services, digital industries, health and life sciences, managed service providers, software and internet companies, as well as retail and consumer goods. In 2020, DivvyCloud became a subsidiary of Rapid7 LLC.
Katapult Group, Inc. is the leading omnichannel point-of-sale payment platform, providing alternative purchase solutions for retailers and consumers. Our cutting-edge technology integrates seamlessly with online platforms, enabling our retail partners to expand their customer base, increase sales, and grow revenue. Katapult's consumer-centric focus ensures a quick application and approval process, transparent terms, and tailored payment plans. Katapult associates with hundreds of retailers across the United States, with merchant support teams, marketing insights, and suggestions for continued success.
Solovis, Inc. is a fintech company that offers investment management portfolio analysis and reporting software tailored for institutional investors, including endowments, foundations, pensions, and family offices. Founded in 2013 and based in Irving, Texas, Solovis provides a comprehensive cloud platform that allows users to collect and aggregate investment data, analyze portfolio performance, and model future outcomes. Its software generates real-time, detailed reports, enabling investors to implement multi-asset strategies for improved diversification and risk management. By facilitating dynamic data modeling and actionable insights, Solovis empowers clients to enhance their investment decision-making processes and effectively communicate with stakeholders. As of March 31, 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.
Katapult Group, Inc. is the leading omnichannel point-of-sale payment platform, providing alternative purchase solutions for retailers and consumers. Our cutting-edge technology integrates seamlessly with online platforms, enabling our retail partners to expand their customer base, increase sales, and grow revenue. Katapult's consumer-centric focus ensures a quick application and approval process, transparent terms, and tailored payment plans. Katapult associates with hundreds of retailers across the United States, with merchant support teams, marketing insights, and suggestions for continued success.
GAN Integrity Inc. is a provider of cloud-based compliance management software designed to streamline corporate compliance programs for businesses worldwide. The company's comprehensive platform integrates various modules, including policy management, risk assessment, training management, and due diligence, allowing organizations to effectively manage policies, assess and respond to risks, automate training, and customize third-party management processes. GAN Integrity's software also facilitates centralized gift approval, document management, and workflow automation, enabling businesses to reduce corporate risk and enhance efficiency in compliance reporting. Established in 2004, the company is headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark. Its innovative solutions are trusted by many leading global brands to improve compliance management practices.
Clip is transforming card acceptance in Mexico by providing portable card-reading hardware and a digital payment platform that enables businesses to accept all credit and debit cards, including contactless payments. The company's solutions allow businesses to turn smartphones or tablets into card terminals, facilitating seamless transactions without the need for complicated paperwork or monthly fees. By focusing on empowering Mexican businesses, Clip helps them increase sales and grow by offering a user-friendly application that simplifies payment acceptance. This approach positions Clip as a vital ally for merchants seeking efficient and accessible payment solutions.
Demyst is a company focused on enhancing financial services through the use of data and analytical technology. It addresses the credit-rating challenges faced by financial institutions, aiming to improve access to financial resources and promote financial inclusion. By leveraging innovative data solutions, Demyst seeks to empower firms to make informed credit decisions, ultimately contributing to the advancement of the financial services industry.
Behalf, Inc. operates as a financing provider which facilitates commerce between business to business merchants and their business customers. The company allows merchant partners to offer business customers instant credit and flexible payment terms at the point of sale. It also provides working capital solutions for small businesses and flexible financing for business purchases. Behalf, Inc. was founded in 2011 and is headquartered in New York, New York. The company has additional offices in Tel Aviv, Israel
Scorenomics is a behavioral data and analytics firm that delivers real-time behavioral scores to creditors at the point of transaction. Its platform addresses both the emotional and financial aspects of delinquency, improves customers' payment rates, and identifies normally declined applicants, enabling lenders to easily build empathy into collections treatments and have consumers engage and get up-to-date.
Deko is a technology company that specializes in connecting lenders and merchants to provide consumers with financing options. The company has developed a multi-lender platform that facilitates point-of-sale credit facilities, available online, in-store, and via email. This innovative platform aims to enhance financial flexibility for consumers while ensuring a seamless experience for merchants. By offering ethical and responsible financing solutions, Deko enables retailers to increase sales and improve customer satisfaction across various sales channels. The company has established itself as a trusted partner among leading retailers and lenders, demonstrating a proven and profitable business model.
Cloudimize, Inc. develops and operates a SaaS platform offering real-time analysis of cloud usage data including key operations areas such as cloud spending, performance, security, and availability. Its platform empowers companies to optimize their cloud resources and save on related operating expenditures. Cloudimize, Inc. was formerly known as CloudConfidence, Inc. The company was founded in 2011 and is based in Philadelphia, Pennsylvania.
Solovis, Inc. is a fintech company that offers investment management portfolio analysis and reporting software tailored for institutional investors, including endowments, foundations, pensions, and family offices. Founded in 2013 and based in Irving, Texas, Solovis provides a comprehensive cloud platform that allows users to collect and aggregate investment data, analyze portfolio performance, and model future outcomes. Its software generates real-time, detailed reports, enabling investors to implement multi-asset strategies for improved diversification and risk management. By facilitating dynamic data modeling and actionable insights, Solovis empowers clients to enhance their investment decision-making processes and effectively communicate with stakeholders. As of March 31, 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.
Journey Sales provides customer engagement solutions specifically designed for sales professionals. Its primary offering, the Smart Room platform, facilitates collaboration among sales and account management teams and their customers throughout the buyer's journey. This platform allows users to access personalized content, gain insights, and track buyer activity effectively. It enhances the ability of sales professionals to close deals and manage their pipelines while enabling marketing teams to promote branding and analyze content effectiveness. Smart Rooms support consistent messaging across teams, improve customer onboarding and retention, and ensure alignment between sales and marketing efforts. The platform is widely used across various sectors, including financial services, insurance, and B2B sales, addressing needs such as client acquisition, account management, and partner education. Founded in 2014, Journey Sales is headquartered in Conshohocken, Pennsylvania.
Private Equity Round in 2015
FactorTrust, The Alternative Credit Bureau, helps lenders manage the credit lifecycle of underbanked consumers using unique alternative credit information not available from the Big Three bureaus, enabling them to offer non-prime consumers the credit they deserve. Leveraging the company’s credit information, lenders can more accurately predict future borrowing behavior, credit performance and risk scoring for this growing segment. FactorTrust’s team of predictive analytics specialists, statisticians, and financial industry experts has delivered unique data and valuable insight to lenders throughout the U.S. and the U.K. for nearly ten years.
OneTwoSee is a Philadelphia-based company specializing in the development of sports game-centers that enhance fan engagement through real-time statistics, game data, advanced analytics, and social media integration. It offers licensed, white-labeled products that can be seamlessly incorporated into customers' branded websites and platforms, accessible across various devices such as PCs, tablets, smartphones, smart TVs, and in-arena displays. The company serves a diverse clientele, including regional and national sports networks, newspaper publishers, and consumer electronics firms, allowing them to effectively engage and monetize their audiences with high-value advertising and sponsorship opportunities. OneTwoSee's scalable technology platform enables partners to realize immediate returns on investment while delivering a rich, interactive experience for sports fans.
PeopleLinx, Inc. operates a social business profile optimization platform that helps employees enhance their online presence and credibility. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, the company provides a gamified solution that enables sales professionals to build relationships, attract qualified leads, and engage connections through targeted content. Its platform integrates with customer relationship management (CRM) systems, allowing users to track the impact of their activities and measure results effectively. Catering to various industries, including banking, insurance, legal, technology, and professional services, PeopleLinx serves a diverse clientele that includes notable organizations such as Comcast, Dechert LLP, and Marriott. As of 2017, PeopleLinx operates as a subsidiary of Frontline Selling.
Behalf, Inc. operates as a financing provider which facilitates commerce between business to business merchants and their business customers. The company allows merchant partners to offer business customers instant credit and flexible payment terms at the point of sale. It also provides working capital solutions for small businesses and flexible financing for business purchases. Behalf, Inc. was founded in 2011 and is headquartered in New York, New York. The company has additional offices in Tel Aviv, Israel
Cloudimize, Inc. develops and operates a SaaS platform offering real-time analysis of cloud usage data including key operations areas such as cloud spending, performance, security, and availability. Its platform empowers companies to optimize their cloud resources and save on related operating expenditures. Cloudimize, Inc. was formerly known as CloudConfidence, Inc. The company was founded in 2011 and is based in Philadelphia, Pennsylvania.
Ingo Money, Inc. is a financial technology company based in Alpharetta, Georgia, founded in 2001. The company offers a mobile application that allows users to cash various types of checks, including paychecks and money orders, directly from their devices. Ingo Money provides several services aimed at facilitating instant payments and digital disbursements. Its offerings include Ingo Push, a platform for delivering instant loan proceeds to small businesses, Ingo Check for digital disbursements, and Ingo Cash, which converts cash into real-time digital deposits. Additionally, Ingo Money QuickConnect enables companies to provide push-to-card payments to their customers. With a mission to digitize paper checks, Ingo Money aims to provide safe-to-spend funds to a vast network of consumer accounts, enhancing the efficiency of payment processes.
Cloudimize, Inc. develops and operates a SaaS platform offering real-time analysis of cloud usage data including key operations areas such as cloud spending, performance, security, and availability. Its platform empowers companies to optimize their cloud resources and save on related operating expenditures. Cloudimize, Inc. was formerly known as CloudConfidence, Inc. The company was founded in 2011 and is based in Philadelphia, Pennsylvania.
PeopleLinx, Inc. operates a social business profile optimization platform that helps employees enhance their online presence and credibility. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, the company provides a gamified solution that enables sales professionals to build relationships, attract qualified leads, and engage connections through targeted content. Its platform integrates with customer relationship management (CRM) systems, allowing users to track the impact of their activities and measure results effectively. Catering to various industries, including banking, insurance, legal, technology, and professional services, PeopleLinx serves a diverse clientele that includes notable organizations such as Comcast, Dechert LLP, and Marriott. As of 2017, PeopleLinx operates as a subsidiary of Frontline Selling.
Deko is a technology company that specializes in connecting lenders and merchants to provide consumers with financing options. The company has developed a multi-lender platform that facilitates point-of-sale credit facilities, available online, in-store, and via email. This innovative platform aims to enhance financial flexibility for consumers while ensuring a seamless experience for merchants. By offering ethical and responsible financing solutions, Deko enables retailers to increase sales and improve customer satisfaction across various sales channels. The company has established itself as a trusted partner among leading retailers and lenders, demonstrating a proven and profitable business model.
OneTwoSee is a Philadelphia-based company specializing in the development of sports game-centers that enhance fan engagement through real-time statistics, game data, advanced analytics, and social media integration. It offers licensed, white-labeled products that can be seamlessly incorporated into customers' branded websites and platforms, accessible across various devices such as PCs, tablets, smartphones, smart TVs, and in-arena displays. The company serves a diverse clientele, including regional and national sports networks, newspaper publishers, and consumer electronics firms, allowing them to effectively engage and monetize their audiences with high-value advertising and sponsorship opportunities. OneTwoSee's scalable technology platform enables partners to realize immediate returns on investment while delivering a rich, interactive experience for sports fans.
Rethink how you develop mobile applications. Significantly reduce your time to deployment, total cost, and overall ease of mind when it comes to developing mobile applications, integrating disparate datasets and maintaining IT infrastructures. CloudMine is a Managed Mobility solution that: 1) Eliminates the need for ongoing maintenance and management of mobile applications. 2) Accelerates app development by 70% through mobile-optimized infrastructure and a suite of prefabricated web services. 3) Standardizes your mobility platform to provide IT-approved common tooling across all business units.
Cloudimize, Inc. develops and operates a SaaS platform offering real-time analysis of cloud usage data including key operations areas such as cloud spending, performance, security, and availability. Its platform empowers companies to optimize their cloud resources and save on related operating expenditures. Cloudimize, Inc. was formerly known as CloudConfidence, Inc. The company was founded in 2011 and is based in Philadelphia, Pennsylvania.
PeopleLinx, Inc. operates a social business profile optimization platform that helps employees enhance their online presence and credibility. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, the company provides a gamified solution that enables sales professionals to build relationships, attract qualified leads, and engage connections through targeted content. Its platform integrates with customer relationship management (CRM) systems, allowing users to track the impact of their activities and measure results effectively. Catering to various industries, including banking, insurance, legal, technology, and professional services, PeopleLinx serves a diverse clientele that includes notable organizations such as Comcast, Dechert LLP, and Marriott. As of 2017, PeopleLinx operates as a subsidiary of Frontline Selling.
Private Equity Round in 2012
Accurate Group Holdings, Inc. specializes in appraisal management and title services tailored for real estate finance providers. Established in 2003 and headquartered in Cleveland, Ohio, the company offers a comprehensive suite of services, including appraisals, alternative valuations, streamlined and traditional title services, and due diligence solutions. Its focus extends to real estate valuation solutions and technology-driven services that enhance compliance across various loan types, such as mortgage originations, home equity, and refinancing. Additionally, Accurate Group provides commercial valuation services and automated valuation models, catering to the needs of mortgage lending and loan servicing clients in the financial services industry.