Summit Partners

Founded in 1984, Summit Partners is a global alternative investment firm based in Boston, Massachusetts, specializing in growth equity, fixed income, and public equity investments. With over $9 billion currently invested, the firm targets sectors such as technology, healthcare, life sciences, and business services. Summit Partners has invested in more than 460 companies, supporting them through infrastructure development, executive recruitment, and strategic advice, which facilitates successful public offerings and mergers. The firm typically invests between $10 million and $500 million, and it has helped its portfolio companies achieve over 140 public equity offerings and more than 180 strategic mergers and sales. Summit operates offices in Boston, Menlo Park, and London, employing a team of over 90 investment professionals dedicated to identifying and nurturing high-growth opportunities.

David Averett

Managing Director

Joe Balaban

Associate

Musab Balbale

Vice President

Chris Bon

Principal

Adam Britt

Managing Director and Founding Member

Gabriel Carreiro

Principal

Hanyin Cheng

Principal

Andrew Collins

Managing Director

Kevin R. Curtin

Associate, Financial Services and Technology Investments

Luna Dai

Vice President

Benjamin J. Davis

Associate

Ali Dowd

Principal

Shaun Dunlop

Associate

Truett Dwyer

Private Equity Associate

Scott Ferguson

Partner

Leonard Ferrington

Managing Director

Peter Francis

Managing Director

James Freeland

Managing Director

Matthew Frustaci

Associate

Paul Furer

Partner, Growth Products and Services

Jonathan H. Gilman

Vice President

John Gonneville

Associate

Alex Graves

Associate

Thomas W. Guilfoile

Associate

John R. Hawley

Associate

Todd D. Hearle

Managing Director

Adam Hennessey

Managing Director and CFO

Helen Huang

Associate

Robert Humen

Associate

Julianne Hummelberg

Vice President

J. William Igou

Associate

Adesh S. Jain

Vice President

Chelsea L. Jurman

Principal

Sam J. Kennedy

Associate

Dennis Kim

Vice President and Member of Summit Partners Credit Advisors

Daniel Kim

Vice President

Aditi Krishnamurthy

Senior Associate

Jesse E. Lane

Principal

Andrew S. Lee

Vice President

Claire J. Liu

Associate

Vicky Liu

Associate

Deborah T. Lower

Vice President

Ravi A. Mahadevia

Vice President

Steve Mandell

Associate

Martin Mannion

Investor

Justin Martini

Associate

Ryan McDonald

Principal

Greg McDouglas

Associate

Michael A. Medici

Managing Director

Colin Mistele

Managing Director

Robert Mlnarik

Senior Associate

Brian Modoff

Advisory Partner

Sergio Mur

Principal, Peak Performance Group

Patrick M. Murphy

Principal and Member of Summit Partners Credit Advisors

Irina Müller

Vice President

Gregg Nardone

Co-Founding Member and Managing Director, Credit

Mark T. Nordstrom

Partner, Capital Markets

Luke Nowicki

Vice President

Martin Nygaard

Associate

Devin B. O'Malley

Vice President and Member of Summit Partners Credit Advisors

Dayton Ogden

Partner, Technology Human Capital

Nik Ohri

Vice President

Johan W. Olsson

Associate

Nick Oppedisano

Principal

Jono Pagden

Principal

Luke Parsons

Principal

Jay D. Pauley

Managing Director

Fred C. Pettijohn

Associate

Steffan K. Peyer

Managing Director

Evan G. Popiel

Associate

Sophia Popova

Partner

Gaurav Prakash

Associate

Britt D. Schuurs

Associate

Dean J. Serure

Associate

Mark Shankar

Vice President

Han Sikkens

Managing Director and Head of Europe

Ashley Smith

Principal

Jeffrey J. Stapleton

Associate

Ross Stern

Managing Director

Thomas Tarnowski

Managing Director

Paul-Hugo Thiboult

Associate, Growth Products and Services Team

Joseph Trustey

COO and Managing Director

Patrick Twomey

Associate

Domitille de Vienne

Associate

Caitlin M. Vorlicek

Associate

Melanie Whelan

Managing Director

Mark A. deLaar

Managing Director

451 past transactions

Keeper Security

Private Equity Round in 2023
Keeper Security, Inc. is a cybersecurity company founded in 2011 and based in Chicago, Illinois. It specializes in developing security and management software for mobile devices and computers, focusing on preventing password-related data breaches and cyber threats. The company's zero-knowledge security and encryption software is utilized by millions of individuals and thousands of businesses worldwide, enhancing cybersecurity measures while improving employee productivity and compliance with regulatory standards. Keeper has received numerous accolades, including recognition from PC Magazine and PCWorld as a top password manager, along with multiple awards for its software excellence. The company holds SOC-2 and ISO 27001 certifications and is authorized for use by the U.S. federal government through the System for Award Management (SAM).

Jobber

Series D in 2023
Jobber is a technology company that offers job tracking and customer management software specifically designed for small businesses in the home services sector. Catering to over 50 industries, including lawn care, HVAC, and residential cleaning, Jobber enables these businesses to streamline operations and enhance customer engagement through features such as workflow scheduling, task management, online booking, and automated client notifications. By automating daily tasks and reducing manual processes, Jobber helps its users improve efficiency and compete more effectively against larger corporations. Since its inception, the platform has facilitated services for over 10 million people across more than 43 countries, generating over $6 billion annually for its clients. Jobber has gained recognition for its rapid growth and workplace culture, being named one of the fastest-growing software companies in Canada and a top workplace for technology and millennials.

PriceLabs

Series A in 2022
PriceLabs is a developer of a revenue management platform specifically designed for the vacation and short-term rental industry. The platform utilizes predictive analytics and machine learning to determine the optimal rental rates for each day, enabling property owners to maximize their revenues. Additionally, it automates pricing adjustments and stay restrictions, which allows vacation rental operators to save significant time and effort in managing their listings. By streamlining the pricing process, PriceLabs helps these businesses enhance their profitability and efficiency in a competitive market.

TextExpander

Private Equity Round in 2022
TextExpander is a software company that provides productivity management solutions aimed at enhancing efficiency in various business sectors, including customer support, sales, recruiting, software development, IT support, and legal services. Its software automates content creation by allowing users to create customizable keyboard shortcuts and snippets, which helps streamline repetitive tasks and maintain consistency in business communications. This enables teams to deliver quicker responses while ensuring that communications remain accurate and personalized. TextExpander's tools are designed to enhance collaboration and improve the quality of interactions within organizations and with clients, ultimately promoting a more effective workflow.

Halborn

Series A in 2022
Halborn is a leading cybersecurity firm focused on safeguarding blockchain organizations from cyber threats. The company offers a comprehensive suite of products and services aimed at identifying and mitigating vulnerabilities in Web3 applications. This includes advanced penetration testing, security advisory services, DevSecOps automation, and smart contract audits. By continuously assessing critical assets, Halborn ensures ongoing protection and compliance for its clients. The firm is recognized for its commitment to delivering world-class cybersecurity solutions, helping organizations navigate the complexities of digital security in the evolving blockchain landscape.

Odoo

Private Equity Round in 2022
Odoo SA develops and installs a suite of open source business application that help the client grow business. The company offers applications to boost sales that include customer relationship management, point of sales, quote builder, mass mailing, survey, events, community builder, lead automation, and live chat; applications to build Websites that include CMS, e-Commerce, blogs, and forum; and application to run operations that include project management, billing, accounting, warehouse management, manufacturing, and procurements. Its software is available online or on-premise. Odoo SA was formerly known as OpenERP SA. The company was founded in 2005 and is based in Ramillies, Belgium.

Foxen

Series A in 2022
Developer of proprietary technology designed for mutually beneficial financials for property owners, managers, and residents. The company's platform offers risk management, insurance verification, and monitoring services to achieve a greater vision of financial wellness through real estate, enabling clients to successfully manage the requirement of renters insurance at their properties and streamline their product offerings.

Veranex

Private Equity Round in 2022
Veranex is a global service provider dedicated to the medical technology sector, offering comprehensive, tech-enabled solutions for the entire lifecycle of medical innovations. The company specializes in medical devices, diagnostics, companion diagnostics, digital health, and drug delivery. Veranex provides a range of services, including design and engineering, regulatory support, clinical trials, and market access, allowing clients to expedite their time to market while managing development costs and reducing risks. By focusing solely on the unique needs of the medtech industry, Veranex aims to facilitate the successful commercialization of medical technologies.

Mavrck

Private Equity Round in 2022
Apifia develops an influencer activation platform for Facebook. It offers Mavrck, an influencer activation platform that measures how well friends engage with users’ posts on Facebook; taps into the power of influential women and moms on Facebook who control the everyday spending in the household; and provides data to enhance user’s market research, email marketing, and advertising efforts. Chris Worfel, Lyle Stevens, and Sean Naegeli founded it on February 1, 2012. Its headquarters is in Boston in Massachusetts.

48forty

Private Equity Round in 2022
48forty is the pallet management services company.

Akeneo

Series D in 2022
Akeneo SAS is a company that specializes in developing an open source Product Information Management (PIM) system, which aids retailers and brands in centralizing and harmonizing the technical and marketing information of their product catalogs. Founded in 2012 and based in Nantes, France, Akeneo's platform enables the collection of data from various sources, including ERP systems and suppliers' databases. It enriches product descriptions and manages multiple sales channels such as e-commerce, mobile applications, print, social networks, and marketplaces. The solution supports the storage of marketing data, technical specifications, user information, and media files. Additionally, Akeneo offers consulting, support, and certification services, making its tools valuable for marketers, e-commerce managers, and data governance professionals. The company's focus on improving product data quality and simplifying catalog management positions it as a leader in the Product Experience Management (PXM) space.

Mavrck

Private Equity Round in 2021
Apifia develops an influencer activation platform for Facebook. It offers Mavrck, an influencer activation platform that measures how well friends engage with users’ posts on Facebook; taps into the power of influential women and moms on Facebook who control the everyday spending in the household; and provides data to enhance user’s market research, email marketing, and advertising efforts. Chris Worfel, Lyle Stevens, and Sean Naegeli founded it on February 1, 2012. Its headquarters is in Boston in Massachusetts.

Podium

Series D in 2021
Podium, Inc. is a software company that provides a customer communication platform aimed at enhancing interactions between businesses and their local customers. Founded in 2013 and based in Provo, Utah, Podium's platform facilitates the collection and management of online reviews from various sites, including Google and Facebook. It enables businesses to engage with customers at critical moments, such as during transactions, allowing for immediate posting of reviews via mobile devices. In addition to managing online reputation, Podium's platform offers comprehensive reporting, instant alerts, and tools for responding to reviews. By aggregating and analyzing customer feedback, Podium helps businesses improve their visibility and influence purchasing decisions through user-generated content.

Hairstory

Private Equity Round in 2021
Hairstory is dedicated to helping rethink everything about hair in a world where the old rules no longer apply.

onxMaps

Private Equity Round in 2021
onXmaps is a Montana-based mobile apps company specializing in outdoor recreation mapping solutions, particularly for hunters. Established in 2009, the company aggregates extensive data on property ownership, trails, and permitted land use, thereby providing users with vital information for their outdoor activities. Its advanced GPS and mapping technologies deliver customized, user-friendly maps that clearly delineate property boundaries and identify public and private landowners. This focus on legal and ethical land use enhances the outdoor experience and preserves access for future generations. By incorporating feedback from outdoor enthusiasts, onXmaps continues to expand its offerings, making its products increasingly relevant to a broader audience.

Optimove

Secondary Market in 2021
Optimove is a relationship marketing hub that leverages a customer data platform to transform customer data into actionable insights for businesses. Its technology suite facilitates the orchestration, measurement, and optimization of highly personalized multi-channel campaigns, enhancing customer experience, retention, and lifetime value. The platform is designed to empower brands to communicate effectively with their customers through data-driven intelligence, enabling real-time hyper-targeting and customer modeling. With a client base that includes prominent brands such as Staples, Deezer, and Talkspace, Optimove has established itself as a key player in helping customer-centric businesses achieve measurable growth. The company operates from offices in New York, London, and Tel Aviv, employing over 200 professionals.

TurningPoint

Private Equity Round in 2021
TurningPoint Healthcare Solutions, LLC, founded in 2014 and based in Lake Mary, Florida, specializes in managing high-cost surgical procedures involving implantable devices. The company offers a comprehensive suite of innovative management solutions aimed at health plans, employers, and accountable care organizations, focusing on improving patient care while significantly reducing costs. With a leadership team composed of experienced clinical and administrative executives, TurningPoint is committed to enhancing the quality and affordability of healthcare. The organization effectively manages billions of dollars in surgical procedure charges annually, demonstrating proven results in cost reduction and improved care outcomes.

Odoo

Private Equity Round in 2021
Odoo SA develops and installs a suite of open source business application that help the client grow business. The company offers applications to boost sales that include customer relationship management, point of sales, quote builder, mass mailing, survey, events, community builder, lead automation, and live chat; applications to build Websites that include CMS, e-Commerce, blogs, and forum; and application to run operations that include project management, billing, accounting, warehouse management, manufacturing, and procurements. Its software is available online or on-premise. Odoo SA was formerly known as OpenERP SA. The company was founded in 2005 and is based in Ramillies, Belgium.

Visier

Series E in 2021
Visier, Inc. specializes in developing a cloud-based workforce intelligence platform that assists organizations in managing their human resources effectively. Founded in 2010 and headquartered in Vancouver, Canada, with an additional office in San Jose, California, Visier offers solutions that enable HR professionals to recruit, retain, and develop their workforce while addressing complex workforce questions. The company's flagship product, Visier People™, provides analytics and insights to support strategic decision-making across various industries, including healthcare, financial services, technology, energy, manufacturing, and retail. Visier's platform allows users to access real-time data without the need for technical resources, facilitating informed business strategies and actions. With a subscription model that includes ongoing support, Visier is committed to delivering continuous value to its clients.

Veranex

Private Equity Round in 2021
Veranex is a global service provider dedicated to the medical technology sector, offering comprehensive, tech-enabled solutions for the entire lifecycle of medical innovations. The company specializes in medical devices, diagnostics, companion diagnostics, digital health, and drug delivery. Veranex provides a range of services, including design and engineering, regulatory support, clinical trials, and market access, allowing clients to expedite their time to market while managing development costs and reducing risks. By focusing solely on the unique needs of the medtech industry, Veranex aims to facilitate the successful commercialization of medical technologies.

Formative

Private Equity Round in 2021
The platform for real-time formative assessments + a free student response system for digital classrooms. Their web-based software found at goformative.com allows live data analytics on any homework, classwork or assessment in order to help teachers, parents and schools guarantee student growth in the moments when it matters most.

Klaviyo

Series D in 2021
Klaviyo, Inc. is a marketing automation and email platform that specializes in helping businesses grow through effective email marketing strategies. Founded in 2012 and headquartered in Boston, Massachusetts, with an additional office in London, Klaviyo provides a comprehensive suite of tools that includes email marketing software, segmentation capabilities, analytics, and customer profiling. The platform allows users to create personalized newsletters and automated emails, such as reminders for abandoned carts and order follow-ups, without requiring extensive resources. Klaviyo integrates seamlessly with various customer data sources, enabling businesses to manage data at scale, deliver engaging experiences across multiple channels, and measure marketing outcomes effectively.

Recharge

Series B in 2021
In 2015, we built ReCharge to make payments easy for everyone. By constantly finding solutions for customers to reorder products, we are now able to help over 15,000 business dramatically grow and thrive. We have two missions at ReCharge: make it easy for people to sell subscription products online, and create an amazing remote-first culture. The first mission began as three people working out of a small apartment, trying to solve one of the biggest problems facing Shopify merchants: recurring payments. Now we’re at the forefront of recurring billing software, empowering thousands of entrepreneurs to sell their products as subscriptions, and processing tens of millions of dollars in sales every week. Our culture is remote-first and we stay connected every day using Slack and video chat. Being part of a small, fast-growing company is exciting. The opportunities to grow and take ownership at ReCharge are endless and we’ll make sure you have everything you need to do your best work and make a big impact.

Lingoda

Private Equity Round in 2021
Lingoda GmbH is an online language school based in Berlin, Germany, offering live language courses in English, Business English, German, Spanish, and French. Established in 2007, the company provides a variety of classes, including group and private sessions, focusing on grammar, speaking, and writing across diverse topics such as sports, politics, and literature. Lingoda's platform features interactive virtual classrooms and materials crafted by linguistic experts, empowering students to learn conveniently from anywhere at any time. Additionally, the company offers official certificates upon course completion, catering to both local and international learners.

Striim

Series C in 2021
Striim is a company that offers an end-to-end solution for streaming data integration and operational intelligence. Founded in 2012 and headquartered in Palo Alto, California, Striim enables users to perform continuous query processing and streaming analytics on diverse data sources. The platform specializes in integrating various types of data, including transactional information, change data, events, log files, application data, and IoT sensor data. By facilitating the correlation of multiple data streams, Striim helps organizations gain valuable insights and identify critical information within their data.

Jungle Scout

Private Equity Round in 2021
Jungle Scout is a leading software suite designed specifically for Amazon sellers, headquartered in Austin, Texas. The platform equips entrepreneurs with essential tools and resources to effectively launch and grow their businesses on Amazon. By providing comprehensive sales analytics, Jungle Scout helps sellers track product rankings and profitability indicators easily. The software simplifies the organization of sales data, enabling users to manage their offerings efficiently and respond swiftly to customer demand. Additionally, Jungle Scout fosters a supportive community and focuses on education and innovation to empower sellers across nine global Amazon marketplaces.

Red Canary

Series C in 2021
Red Canary is a cybersecurity technology company delivering cloud based security services. Red Canary's platform and services allow defenders to win against rapidly evolving adversaries by preparing for, detecting, and responding to security incidents. Trusted by the best security teams around the world, Red Canary exists with the singular purpose to improve security for organizations of all sizes.

Jobber

Series C in 2021
Jobber is a technology company that offers job tracking and customer management software specifically designed for small businesses in the home services sector. Catering to over 50 industries, including lawn care, HVAC, and residential cleaning, Jobber enables these businesses to streamline operations and enhance customer engagement through features such as workflow scheduling, task management, online booking, and automated client notifications. By automating daily tasks and reducing manual processes, Jobber helps its users improve efficiency and compete more effectively against larger corporations. Since its inception, the platform has facilitated services for over 10 million people across more than 43 countries, generating over $6 billion annually for its clients. Jobber has gained recognition for its rapid growth and workplace culture, being named one of the fastest-growing software companies in Canada and a top workplace for technology and millennials.

Syndigo

Private Equity Round in 2020
Syndigo LLC is a SaaS company specializing in product information and syndication, facilitating the exchange of data between brands and their customers. The company provides comprehensive product and nutritional details, images, and other digital media to enhance brand experiences both online and in-store. Its flagship offering, the Content Experience Hub, is an integrated platform that allows clients to publish, manage, syndicate, and audit their product content across a global trading network. Syndigo serves a diverse range of industries, including grocery, foodservice, home improvement, pet care, health and beauty, automotive, apparel, and healthcare. Established in 2005, Syndigo is headquartered in Chicago, Illinois.

Solactive

Private Equity Round in 2020
Solactive is a prominent German index provider specializing in the development of tailor-made financial indices across various asset classes. The company serves investment banks, exchange-traded fund (ETF) providers, and asset managers by offering innovative software solutions that facilitate the licensing and calculation of broad benchmark indices. Solactive is recognized for its rapid service delivery, exceptional flexibility, and competitive pricing, which have contributed to its status as one of the fastest-growing firms in the indexing industry. In addition to traditional index services, Solactive emphasizes responsible investment strategies, enabling clients to enhance their portfolios while managing risk-adjusted returns.

ShipMonk

Private Equity Round in 2020
SHIPMONK, INC. provides order fulfillment solutions for ecommerce industries. The company offers a cloud based software solution for inventory, orders, shipping, and warehouse management. It also provides ecommerce fulfillment, retail fulfillment, subscription box fulfillment, crowdfunding fulfillment, seller fulfillment, and delivered duty paid solutions. The company serves startups and small and medium sized businesses. SHIPMONK, INC. was founded in 2014 and is based in San Bernardino, Florida with additional locations in Los Angeles, California and Pittston, Pennsylvania

Klaviyo

Series C in 2020
Klaviyo, Inc. is a marketing automation and email platform that specializes in helping businesses grow through effective email marketing strategies. Founded in 2012 and headquartered in Boston, Massachusetts, with an additional office in London, Klaviyo provides a comprehensive suite of tools that includes email marketing software, segmentation capabilities, analytics, and customer profiling. The platform allows users to create personalized newsletters and automated emails, such as reminders for abandoned carts and order follow-ups, without requiring extensive resources. Klaviyo integrates seamlessly with various customer data sources, enabling businesses to manage data at scale, deliver engaging experiences across multiple channels, and measure marketing outcomes effectively.

GRESB

Acquisition in 2020
GRESB B.V. is a company that evaluates the sustainability performance of real estate portfolios and assets across public, private, and direct sectors globally. Established in 2009 and headquartered in Amsterdam, GRESB provides a range of tools including scorecards, benchmark reports, and portfolio analysis, which collect data on various performance indicators such as energy consumption, greenhouse gas emissions, water usage, and waste management. The assessments are designed based on material issues identified by investors and the industry, aligning with international reporting standards. Participants receive comparative insights to understand their standing among peers and develop actionable plans to enhance their environmental, social, and governance (ESG) performance. Investors leverage GRESB's data and analytical tools to optimize the sustainability of their portfolios, facilitate engagement with asset managers, and comply with evolving ESG regulations.

Output

Series A in 2020
Output Inc. is a company that specializes in manufacturing music gear and developing innovative software for musicians, composers, producers, and sound designers. Founded in 2013 and based in Los Angeles, California, Output provides a range of products, including platforms, stands, and a software-as-a-service sound creation platform called Arcade. This platform offers digital music creation tools, cloud-based browsing, and preset loops. Additionally, Output develops various sound engines and tools such as Signal, Rev, Analog Brass and Winds, and Exhale, which facilitate the creative process in music production. The company's focus is on delivering groundbreaking concepts and new sources of inspiration across all genres of music.

LearnUpon

Private Equity Round in 2020
LearnUpon Limited is a developer of a cloud-based learning management system designed to facilitate training for enterprises, associations, and software companies globally. Founded in 2012 and headquartered in Dublin, Ireland, with additional offices in Philadelphia, Sydney, and Belgrade, the platform enables users to upload and develop content, administer exams, conduct surveys, and issue certificates or credits. LearnUpon's system streamlines training delivery, allowing organizations to manage and track learning initiatives effectively. The company's focus on creating a user-friendly experience, combined with 24/7 customer support, positions it to deliver high-quality corporate learning solutions that are scalable and efficient.

ReKTGlobal

Debt Financing in 2020
ReKTGlobal, Inc. is an esports infrastructure company that offers a range of services to support the esports ecosystem. Established in 2016 and headquartered in Weddington, North Carolina, with additional offices in New York City and Charlotte, the company specializes in content creation, brand analysis, and corporate consulting for various stakeholders, including brands, game developers, tournament organizers, and venue operators. Its offerings encompass the development and implementation of esports solutions for venues, festivals, and educational institutions, as well as event production, branding, staffing, and recruiting services. By leveraging expertise from traditional sports, media, and entertainment, ReKTGlobal aims to enhance the integration and growth of the esports industry.

CluePoints

Private Equity Round in 2020
CluePoints INC designs and develops cloud-based risk-based quality management and monitoring software. The company offers its solutions to pharmaceutical companies and contract research organizations (CROs) to identify, visualize, manage, and document risks. The company was incorporated in 2012 and is based in King of Prussia, Pennsylvania. It has an additional office in Louvain-la-Neuve, Belgium.

Patriot Growth Partners, LLC

Private Equity Round in 2020
Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies.

CoderPad

Private Equity Round in 2020
CoderPad, Inc. provides an online technical assessment platform designed to streamline the technical interview process. Founded in 2013 and based in San Francisco, the company offers an innovative tool that allows candidates to write and execute code in a collaborative environment, enabling them to demonstrate their technical skills effectively. This platform facilitates remote technical interviews, allowing hiring organizations to evaluate candidates' abilities in real-time while observing their coding process. By simplifying and improving the technical assessment experience, CoderPad aims to make hiring faster, easier, and more equitable for both candidates and employers.

RiskIQ

Series D in 2020
RiskIQ, Inc. is a cybersecurity firm specializing in cloud-based Software-as-a-Service solutions designed to help organizations identify and mitigate online security threats, such as phishing, fraud, and malware. The company's key offerings include RiskIQ Illuminate, which automates the mapping and monitoring of an organization's digital attack surface; RiskIQ Digital Footprint, which visualizes and protects this surface; and RiskIQ PassiveTotal, which enhances investigation processes by linking internal activities to external threats. Additionally, RiskIQ provides RiskIQ External Threats for detecting targeted digital threats across various channels and RiskIQ Executive Guardian, which monitors online information about company executives to prevent leaks. The firm serves a diverse range of industries, including finance, retail, healthcare, and technology, and is recognized for its advanced threat management capabilities, which are powered by proprietary technology and a global proxy network. Established in 2003 and headquartered in San Francisco, RiskIQ also has offices in Kansas and London.

Appway

Private Equity Round in 2020
Appway provides a software platform designed to support the digital transformation of customer-focused organizations across the financial services industry. Ten out of 25 of the largest wealth managers in the world use its software suite to aid the digitization, automation and acceleration of core business processes, such as the onboarding of new clients, managing changing client circumstances and regulatory reviews. Institutions including Credit Suisse, HSBC, J.P. Morgan, LGT, LPL Financial and Deutsche Bank, use it to improve customer experience and boost internal efficiencies while maintaining compliance with complex industry regulations.

Podium

Series C in 2020
Podium, Inc. is a software company that provides a customer communication platform aimed at enhancing interactions between businesses and their local customers. Founded in 2013 and based in Provo, Utah, Podium's platform facilitates the collection and management of online reviews from various sites, including Google and Facebook. It enables businesses to engage with customers at critical moments, such as during transactions, allowing for immediate posting of reviews via mobile devices. In addition to managing online reputation, Podium's platform offers comprehensive reporting, instant alerts, and tools for responding to reviews. By aggregating and analyzing customer feedback, Podium helps businesses improve their visibility and influence purchasing decisions through user-generated content.

Ninja RMM

Private Equity Round in 2020
NinjaRMM, LLC specializes in endpoint management software designed for managed service providers (MSPs), small to medium-sized businesses (SMBs), and mid-market companies both in the United States and internationally. Founded in 2013 and headquartered in San Francisco, California, with additional offices in Clearwater, Florida, and Berlin, Germany, NinjaRMM offers a remote monitoring and management platform that provides a comprehensive view of all endpoints and associated tools. This platform enhances the efficiency of MSPs and IT professionals by simplifying and automating their daily tasks. Notably, NinjaRMM is recognized as a security-centric solution that features user-friendly design, extensive monitoring capabilities, and seamless integrations with existing IT products, thereby facilitating a more streamlined work experience.

Viroclinics Biosciences

Acquisition in 2020
Viroclinics Biosciences is a prominent contract research organization that specializes in virology testing and provides a comprehensive suite of diagnostic and preclinical services. The company focuses on improving human and animal health by supporting the biopharmaceutical sector in the development of vaccines, antibodies, antiviral compounds, and other therapies. With a strong emphasis on respiratory viruses, particularly influenza, Viroclinics offers expert advice on antiviral and vaccine development, along with traditional virology assays and advanced deep sequencing protocols for a wide array of viruses. Their BSL2 and BSL3 laboratories are equipped to conduct analyses in accordance with international ISO 15189 accreditation standards. By collaborating closely with the Erasmus MC Viroscience lab, Viroclinics leverages a wealth of experience and expertise, enhancing the quality and efficacy of its services in both clinical trials and preclinical research.

Brooklinen

Series B in 2020
Brooklinen Inc. is a manufacturer and distributor of luxury bedding and bath products, including sheets, towels, comforters, pillows, and loungewear. Founded in 2014 by Rich and Vicki Fulop, the company is based in Brooklyn, New York. Brooklinen aims to provide high-quality products at accessible prices by eliminating middlemen and unnecessary costs associated with traditional retail, such as wholesaling and designer fees. The company operates primarily through its e-commerce platform, allowing customers to purchase stylish, luxury-grade linens without the typical luxury markup.

eClinical Solutions

Private Equity Round in 2020
eClinical Solutions LLC specializes in providing clinical data management solutions primarily for life sciences organizations in the United States. Founded in 2012 and based in Mansfield, Massachusetts, the company offers a range of services and products designed to enhance the clinical development process. Their flagship product, elluminate, is a cloud-based data intelligence hub that integrates various datasets from clinical systems, facilitating real-time visibility, traceability, and advanced analytics. Additional offerings include eGrex, a cloud-based clinical data repository for optimizing data aggregation and analysis, and Mapper, which automates the conversion of complex data sets to comply with regulatory standards. eClinical Solutions serves a diverse clientele, including pharmaceutical, biotechnology, and medical device companies, by providing tailored data management services, clinical reporting, data standardization, and integration.

Recharge

Series A in 2020
In 2015, we built ReCharge to make payments easy for everyone. By constantly finding solutions for customers to reorder products, we are now able to help over 15,000 business dramatically grow and thrive. We have two missions at ReCharge: make it easy for people to sell subscription products online, and create an amazing remote-first culture. The first mission began as three people working out of a small apartment, trying to solve one of the biggest problems facing Shopify merchants: recurring payments. Now we’re at the forefront of recurring billing software, empowering thousands of entrepreneurs to sell their products as subscriptions, and processing tens of millions of dollars in sales every week. Our culture is remote-first and we stay connected every day using Slack and video chat. Being part of a small, fast-growing company is exciting. The opportunities to grow and take ownership at ReCharge are endless and we’ll make sure you have everything you need to do your best work and make a big impact.

Odoo

Venture Round in 2019
Odoo SA develops and installs a suite of open source business application that help the client grow business. The company offers applications to boost sales that include customer relationship management, point of sales, quote builder, mass mailing, survey, events, community builder, lead automation, and live chat; applications to build Websites that include CMS, e-Commerce, blogs, and forum; and application to run operations that include project management, billing, accounting, warehouse management, manufacturing, and procurements. Its software is available online or on-premise. Odoo SA was formerly known as OpenERP SA. The company was founded in 2005 and is based in Ramillies, Belgium.

Immersive Labs

Series B in 2019
Immersive Labs Limited specializes in a cloud-based cyber assessment platform aimed at enhancing the technical cyber skills of organizations. Established in 2016 and headquartered in Bristol, United Kingdom, the company provides a comprehensive suite of tools that includes user profiles, cyber skill dashboards, and gamified leaderboards to identify skill gaps and potential security risks. Immersive Labs offers a variety of interactive and engaging content, such as ethical hacking, reverse engineering, and advanced cybersecurity challenges, which can be accessed from any device without the need for installation. The platform empowers organizations to continuously develop their cybersecurity capabilities, conduct incident simulations, and uncover hidden talent, thereby enabling businesses to strengthen their defenses against cyber threats.

Akeneo

Series C in 2019
Akeneo SAS is a company that specializes in developing an open source Product Information Management (PIM) system, which aids retailers and brands in centralizing and harmonizing the technical and marketing information of their product catalogs. Founded in 2012 and based in Nantes, France, Akeneo's platform enables the collection of data from various sources, including ERP systems and suppliers' databases. It enriches product descriptions and manages multiple sales channels such as e-commerce, mobile applications, print, social networks, and marketplaces. The solution supports the storage of marketing data, technical specifications, user information, and media files. Additionally, Akeneo offers consulting, support, and certification services, making its tools valuable for marketers, e-commerce managers, and data governance professionals. The company's focus on improving product data quality and simplifying catalog management positions it as a leader in the Product Experience Management (PXM) space.

ProGlove

Series B in 2019
ProGlove is a company that specializes in designing and manufacturing innovative industrial wearables, specifically wireless gloves equipped with barcode scanning and gesture-sensing technology. Founded in 2014, ProGlove's products are aimed at enhancing efficiency and productivity for workers in logistics and manufacturing. These smart gloves allow employees to perform tasks hands-free, enabling them to scan items while simultaneously engaging in other activities. By facilitating multi-tasking and providing instant feedback, ProGlove's solutions contribute to improved ergonomics and streamlined workflows, ultimately helping organizations automate repetitive processes and enhance overall operational performance.

ProGlove

Series B in 2019
ProGlove is a company that specializes in designing and manufacturing innovative industrial wearables, specifically wireless gloves equipped with barcode scanning and gesture-sensing technology. Founded in 2014, ProGlove's products are aimed at enhancing efficiency and productivity for workers in logistics and manufacturing. These smart gloves allow employees to perform tasks hands-free, enabling them to scan items while simultaneously engaging in other activities. By facilitating multi-tasking and providing instant feedback, ProGlove's solutions contribute to improved ergonomics and streamlined workflows, ultimately helping organizations automate repetitive processes and enhance overall operational performance.

Abode Healthcare

Acquisition in 2019
Abode Healthcare, Inc. provides home health and hospice treatment services to patients and families in the United States. The company offers services, including rehabilitation, acute illness, chronic disease management, or end-of-life care, continuous care, inpatient care, respite care, bereavement services, equipment supplies, and medication. Abode Healthcare, Inc. was founded in 2011 and is based in Seattle, Washington. It has locations in Idaho, Utah, Iowa, Minnesota, Nevada, Texas, Colorado, Arizona, Indiana, Virginia, and Alabama.

Red Canary

Venture Round in 2019
Red Canary is a cybersecurity technology company delivering cloud based security services. Red Canary's platform and services allow defenders to win against rapidly evolving adversaries by preparing for, detecting, and responding to security incidents. Trusted by the best security teams around the world, Red Canary exists with the singular purpose to improve security for organizations of all sizes.

A Cloud Guru

Series B in 2019
A Cloud Guru Ltd. operates an online platform focused on learning and talent development in cloud computing. Founded in 2015 and headquartered in Fareham, United Kingdom, the company provides training and certification courses for major cloud service providers, including Amazon Web Services (AWS), Google Cloud, and Microsoft Azure. A Cloud Guru caters to both businesses and individual learners, offering resources designed to prepare engineers for certification exams. The platform allows professionals to learn at their convenience, fostering a self-paced educational environment. With additional locations in London, Melbourne, Washington, D.C., and Austin, Texas, A Cloud Guru has established itself as a leader in cloud computing training.

Klaviyo

Series B in 2019
Klaviyo, Inc. is a marketing automation and email platform that specializes in helping businesses grow through effective email marketing strategies. Founded in 2012 and headquartered in Boston, Massachusetts, with an additional office in London, Klaviyo provides a comprehensive suite of tools that includes email marketing software, segmentation capabilities, analytics, and customer profiling. The platform allows users to create personalized newsletters and automated emails, such as reminders for abandoned carts and order follow-ups, without requiring extensive resources. Klaviyo integrates seamlessly with various customer data sources, enabling businesses to manage data at scale, deliver engaging experiences across multiple channels, and measure marketing outcomes effectively.

Red Points

Series C in 2019
Red Points Solutions, S.L. is a technology company based in Barcelona, Spain, specializing in protecting brands from online intellectual property infringements, including counterfeiting and digital piracy. Founded in 2011, the company offers a SaaS platform that provides comprehensive brand protection solutions. This includes monitoring digital channels such as e-commerce sites, social media, and specialized websites to safeguard trademarks, designs, and patented technologies. Additionally, Red Points has an anti-piracy solution that identifies and removes infringing media content from various platforms, including streaming websites and peer-to-peer networks. The company's services are utilized by over five hundred brands globally, enabling them to effectively combat illegal products and content online.

Markforged

Series D in 2019
Markforged, founded in 2013 and based in Watertown, Massachusetts, specializes in designing and manufacturing advanced 3D printers that utilize materials such as carbon fiber, metal, fiberglass, nylon, and PLA filament. The company's printers are engineered to produce durable parts, tooling, fixtures, and functional prototypes suitable for industrial applications. Markforged also offers EIGER, its proprietary 3D printing software, which enhances the printing process. With a global workforce of approximately 300 employees, the company has attracted significant investment, totaling around $137 million. Markforged has garnered recognition for its innovative contributions to manufacturing, including being featured in Forbes' Next Billion-Dollar Startups list and ranking as one of the fastest-growing hardware companies in the United States according to Deloitte's Fast 500.

Allego

Private Equity Round in 2019
Allego’s mission is to help sales and other professionals succeed by more effectively accessing, mastering and using knowledge. While traditional sales training jams one-size-fits-all material into marathon sessions that are rapidly obsolete and forgotten, modern learning combines technology and brain science to ensure reps have the skills and timely knowledge to make the most of each selling situation. Allego provides customers with: - Modern sales learning and readiness software that delivers the fresh, bite-sized learning that reps need to close deals in today’s dynamic business environment. - A proven Blueprint Methodology to ensure teams successfully adopt and use our software - A company-wide commitment to customer success, spearheaded by our award-winning Customer Success team Nearly 150,000 professionals from the world’s best sales teams use Allego to onboard faster, deliver consistent messaging, rapidly adopt best practices, coach and practice more frequently, and collaborate more effectively.

InnovaCare Health

Private Equity Round in 2019
InnovaCare Health Solutions, LLC is a prominent provider of managed healthcare services in North America, specializing in Medicare plans and physician network services. Founded in 1998 and headquartered in Fort Lee, New Jersey, the company offers a comprehensive range of services, including contracting, member management, and healthcare delivery through its integrated portfolio of health plans and clinical networks. InnovaCare focuses on improving access to quality, affordable care by creating sustainable and cost-effective healthcare models that leverage advanced technologies. The organization prioritizes strong patient-provider relationships, emphasizing that quality medical care is fundamental to its mission. By fostering innovation and accountability, InnovaCare aims to enhance health outcomes while maintaining transparency and integrity within the healthcare system.

Snap Finance

Private Equity Round in 2019
Snap Finance is a digital finance company based in Salt Lake City, Utah, that focuses on consumer financing and rent-to-own purchase options. Established in 2011, the company has over a decade of experience in the financial sector, providing innovative lease-purchase agreements that serve as an alternative for 40% of consumers with poor credit. This model helps individuals acquire needed or desired merchandise without resorting to high-risk financial products like payday loans. Snap Finance partners with both brick-and-mortar and e-commerce merchants, offering financing solutions for larger ticket items such as furniture, mattresses, and auto wheels. By facilitating consumer purchases, Snap Finance aims to streamline the financing process for both consumers and merchants.

Syncron

Private Equity Round in 2018
Syncron International AB specializes in cloud-based after-sales service management solutions for manufacturers across various industries, including aerospace, automotive, medical equipment, and energy. The company's offerings include Syncron INVENTORY, which optimizes service parts supply chains; Syncron PRICE, which utilizes advanced pricing strategies based on customer value and market data; and Syncron ORDER, designed to streamline order processes in complex service environments. Additionally, Syncron UPTIME integrates predictive maintenance with field service management to enhance parts and workforce management. The company also provides Syncron MASTERDATA for data configuration and Syncron Analytics for creating customized reports and dashboards. Founded in 1999 and headquartered in Stockholm, Sweden, Syncron has expanded its presence internationally with offices in the United States, Europe, and Asia.

OnRobot

Private Equity Round in 2018
On Robot manufactures robot equipment for automation tasks throughout the industry. It provides plug and produce end-of-arm tools and software solutions that help manufacturers take full advantage of the benefits of collaborative robots. The company integrates grippers, sensors, and other cobot equipment to facilitate the use of technology in applications such as packaging, quality testing, material handling, machine tending, assembly, and welding. On Robot was founded in 2015 and is based in Odense, Denmark.

MercuryGate International

Acquisition in 2018
MercuryGate International Inc. specializes in developing cloud-based transportation management solutions (TMS) tailored for logistics providers, shippers, freight forwarders, and domestic freight brokers. Founded in 2000 and headquartered in Cary, North Carolina, the company provides a versatile platform that supports various transportation modes, including parcel, truckload, air, ocean, rail, and intermodal. Their offerings include tools for freight sourcing, fleet management, and carrier management, as well as a meta-marketplace that enhances visibility and analytics in capacity procurement. Additionally, MercuryGate's solutions facilitate the optimization of freight movements, enabling users to efficiently plan, execute, and settle logistics operations while reducing overall freight costs. By centralizing data and providing a collaborative environment, MercuryGate enhances operational efficiency and supports proactive exception management, thus streamlining the shipment management process for its clients.

Sound Physicians

Private Equity Round in 2018
Sound Physicians is a provider of inpatient physician services focused on enhancing the quality and satisfaction of healthcare for its hospital partners. Founded and managed by physicians, the company employs over 1,000 hospitalist and post-acute care physicians who deliver care in more than 70 hospitals and a growing number of post-acute care centers across the United States. Sound Physicians offers a comprehensive range of services, including emergency medicine, critical care, hospital medicine, population health, telemedicine, and physician advisory services. By partnering closely with healthcare providers, the company aims to improve both clinical outcomes and financial performance within healthcare systems.

Podium

Series B in 2018
Podium, Inc. is a software company that provides a customer communication platform aimed at enhancing interactions between businesses and their local customers. Founded in 2013 and based in Provo, Utah, Podium's platform facilitates the collection and management of online reviews from various sites, including Google and Facebook. It enables businesses to engage with customers at critical moments, such as during transactions, allowing for immediate posting of reviews via mobile devices. In addition to managing online reputation, Podium's platform offers comprehensive reporting, instant alerts, and tools for responding to reviews. By aggregating and analyzing customer feedback, Podium helps businesses improve their visibility and influence purchasing decisions through user-generated content.

Teaching Strategies

Acquisition in 2018
Teaching Strategies is a dynamic early childhood education company that provides the most innovative and effective curriculum, assessment, professional development, and family connection resources to programs serving children from birth through kindergarten.

Fuze

Series F in 2018
Fuze is a cloud-based unified communications platform that enhances productivity and collaboration within organizations. It offers tools for simplified voice communications, flexible video conferencing, and continuous collaboration, allowing modern, mobile workforces to communicate seamlessly across various devices. Fuze’s platform aggregates data from multiple sources, providing valuable insights that help business leaders understand and improve their operations and workforce dynamics. Founded in 2002 and originally known as ThinkingPhones, Fuze is headquartered in Boston, Massachusetts, with additional offices in various global cities, including New York, San Francisco, and London. The company serves a diverse clientele, including well-known organizations such as CareerBuilder, Fujitsu, and Oregon Health & Sciences University.

Sound Physicians

Acquisition in 2018
Sound Physicians is a provider of inpatient physician services focused on enhancing the quality and satisfaction of healthcare for its hospital partners. Founded and managed by physicians, the company employs over 1,000 hospitalist and post-acute care physicians who deliver care in more than 70 hospitals and a growing number of post-acute care centers across the United States. Sound Physicians offers a comprehensive range of services, including emergency medicine, critical care, hospital medicine, population health, telemedicine, and physician advisory services. By partnering closely with healthcare providers, the company aims to improve both clinical outcomes and financial performance within healthcare systems.

Signavio

Series B in 2018
Signavio GmbH is a Berlin-based company specializing in business transformation through its comprehensive suite of process modeling and management solutions. Its offerings include the Signavio Process Manager, which facilitates professional process and decision modeling, and the Signavio Workflow Accelerator, a platform that streamlines task distribution and automates workflow management. Additionally, Signavio Process Intelligence provides insights into discrepancies between intended and actual business processes, enabling organizations to conduct thorough analyses and improve compliance. With over 1 million users across various sectors, including banking, insurance, manufacturing, and public services, Signavio is recognized for its user-friendly interface and quick return on investment. The company, founded in 2009, also maintains strategic partnerships with other industry leaders and operates internationally with offices in multiple countries.

onxMaps

Series A in 2018
onXmaps is a Montana-based mobile apps company specializing in outdoor recreation mapping solutions, particularly for hunters. Established in 2009, the company aggregates extensive data on property ownership, trails, and permitted land use, thereby providing users with vital information for their outdoor activities. Its advanced GPS and mapping technologies deliver customized, user-friendly maps that clearly delineate property boundaries and identify public and private landowners. This focus on legal and ethical land use enhances the outdoor experience and preserves access for future generations. By incorporating feedback from outdoor enthusiasts, onXmaps continues to expand its offerings, making its products increasingly relevant to a broader audience.

Elatec

Private Equity Round in 2018
Elatec specializes in providing advanced RFID technology combined with robust software and services for secure access control and mobile authentication across various industries. The company offers universal RFID readers that facilitate user identification and secure access for diverse applications, including physical access control, secure printing, fleet management, and ticketing. By leveraging RFID, Bluetooth Low Energy (BLE), and Near Field Communication (NFC) technologies, Elatec connects users with locations, products, and services effectively. The company collaborates with original equipment manufacturers (OEMs) and end-users to develop adaptable and future-ready authentication solutions that address both current and emerging needs in the market. Their product range includes kiosk display systems and configurable SIM card readers, catering to a wide array of applications across telecommunications, banking, and retail sectors.

Elatec

Acquisition in 2018
Elatec specializes in providing advanced RFID technology combined with robust software and services for secure access control and mobile authentication across various industries. The company offers universal RFID readers that facilitate user identification and secure access for diverse applications, including physical access control, secure printing, fleet management, and ticketing. By leveraging RFID, Bluetooth Low Energy (BLE), and Near Field Communication (NFC) technologies, Elatec connects users with locations, products, and services effectively. The company collaborates with original equipment manufacturers (OEMs) and end-users to develop adaptable and future-ready authentication solutions that address both current and emerging needs in the market. Their product range includes kiosk display systems and configurable SIM card readers, catering to a wide array of applications across telecommunications, banking, and retail sectors.

Advance Medical

Private Equity Round in 2018
Advance Medical is one of the largest, physician-based telemedicine providers, offering employers and insurers the ability to provide top-quality, concierge-level medical advice and support to patients around the globe via offices in the U.S., Europe, Asia, and South America. Founded in 1999, Advance Medical has emerged as the global leader in expert medical opinions because of its programs executed exclusively by board-certified physicians – doctors who speak by phone or video consultation with every patient, no matter what the issue or concern and for as much time as necessary, to provide best-in-class medical expertise.

Trintech

Acquisition in 2018
Trintech is a provider of cloud-based software solutions designed for financial institutions and professionals. With a client base exceeding 3,100 organizations across more than 100 countries, including a significant portion of the Fortune 100, Trintech's offerings focus on enhancing the record-to-report process. Their software aids in streamlining high-volume transactions, managing journal entries, expediting month-end closings, and ensuring compliance with regulatory requirements. Trintech's clientele spans various industries, including retail, technology, finance, healthcare, and hospitality, featuring prominent names such as American Express, Uber, McKesson, and Microsoft. By delivering increased efficiency, visibility, and control, Trintech enables organizations to reduce costs and risks while optimizing their financial operations.

Trintech

Private Equity Round in 2018
Trintech is a provider of cloud-based software solutions designed for financial institutions and professionals. With a client base exceeding 3,100 organizations across more than 100 countries, including a significant portion of the Fortune 100, Trintech's offerings focus on enhancing the record-to-report process. Their software aids in streamlining high-volume transactions, managing journal entries, expediting month-end closings, and ensuring compliance with regulatory requirements. Trintech's clientele spans various industries, including retail, technology, finance, healthcare, and hospitality, featuring prominent names such as American Express, Uber, McKesson, and Microsoft. By delivering increased efficiency, visibility, and control, Trintech enables organizations to reduce costs and risks while optimizing their financial operations.

VeriShip

Private Equity Round in 2018
Parcel shipping audit software, FedEx Audit, DHL Audit, UPS Audit, Contract Negotiation | VeriShip.

a.k.a. Brands

Pre Seed Round in 2018
a.k.a. Brands Holding Corp is an online fashion retailer focused on acquiring and accelerating the growth of next-generation, digitally native fashion brands targeting Gen Z and Millennial customers. The brands of the company are two women's brands, Princess Polly and Petal & Pup, and two streetwear brands, Culture Kings and mnml. The company derives maximum revenue from Australia/New Zealand.

LakePharma

Private Equity Round in 2017
LakePharma is a contract research organization (CRO) specializing in antibody and protein engineering, cell line development, and protein production. The company's range of services covering areas such as antibody engineering, antibody discovery, molecular engineering, protein chemistry, bioexpression, biofunction, bioprocessing and bioanalytics focus on integrated platforms to support projects throughout the drug discovery process and offers dedicated client services and sophisticated software to provide real-time access to project data via a secure cloud-based portal enabling clients to accelerate product development from lead discovery to Phase 1 clinical trials. Located in the heart of the San Francisco Bay Area, LakePharma has developed numerous in-house technology platforms to provide cost-effective and high quality services to its customers. The production processes are SOP-based and high-throughput, and have been streamlined to be exceptionally efficient on both a small and large scale. Each project is actively managed by a dedicated study director to ensure timely completion with superior results and transparent communication. Clients have real-time access to their project data and can view and receive status updates through LakePharma’s secure cloud-based Datasystems. LakePharma follows the principles of Good Laboratory Practices (GLP) to ensure the quality, reliability and integrity of study data. Upon request, services can also be performed in full compliance with FDA documentation requirements for submissions for nonclinical laboratory studies. All services are provided solely on a fee-for-service basis and are royalty-free.

Harvey Performance Company

Private Equity Round in 2017
Harvey Performance Company specializes in manufacturing cutting tools tailored for precision machining applications, primarily serving the manufacturing and metalworking industries. Through its brands, Harvey Tool and Helical Solutions, the company provides a comprehensive range of specialty carbide end mills, drills, and custom cutting tool geometries designed for various tasks such as finishing, deburring, holemaking, and threading. By offering these specialized tools, Harvey Performance Company supports machinists, engineers, and CNC programmers, enabling them to enhance their operational efficiency and maintain a competitive edge in their respective markets.

Harvey Tool

Acquisition in 2017
Harvey Tool Company, LLC specializes in manufacturing carbide end mills and cutting tools tailored for the metalworking industry. Established in 1985 and headquartered in Rowley, Massachusetts, the company provides a diverse range of products, including miniature end mills, material-specific end mills, specialty profiles, and solutions for holemaking and threading. Additionally, Harvey Tool offers extended reach tool holder options to meet various machining requirements. Its products are distributed through a network of authorized distributors across the United States and Canada, ensuring accessibility for customers in the industry.

Relex

Venture Round in 2017
RELEX Solutions provides an integrated retail and supply chain planning system that delivers impressive results for customers around the world. Through precise demand forecasting, automated replenishment, revolutionary space planning, and assortment optimization, RELEX helps businesses plan better, sell more and waste less however fast the market changes. Our agile technology adapts to your changing operations and processes, whether you are a fast-growing challenger or a multinational. Bring us your toughest challenge and we’ll help you solve it. Through our retail expertise and technology, we build strong, enduring, award-winning partnerships with our customers. RELEX’s success is inseparable from theirs. We can introduce you to any RELEX customer you choose for a frank and independent assessment of our solutions. RELEX Solutions is trusted by leading brands including WHSmith, Morrisons, AO.com, Coop Denmark, Rossmann, and ParknShop, and has offices across North America and Europe.

Darktrace

Series D in 2017
Darktrace Limited is a cybersecurity company that specializes in intelligence-led behavioral defense solutions to counter various cyber-attack vectors. The company's technology is modeled on the human immune system and employs self-learning artificial intelligence to monitor network, host, and mobile device activities in real-time. Its offerings include the Darktrace Cyber Intelligence Platform for enterprise-wide security, the Darktrace Threat Visualizer for operational insights, and Darktrace Antigena, which autonomously responds to active cyber threats. Serving over 3,500 organizations globally, including government and military entities, Darktrace protects against a wide range of threats such as insider threats, IoT compromises, and zero-day malware. The company has a robust workforce and maintains 44 offices, with headquarters in both San Francisco and Cambridge, UK. Darktrace's innovative approach enables it to neutralize threats across diverse digital environments, including cloud, networks, and industrial systems, positioning it as a leader in the cybersecurity field.

Smartsheet

Series F in 2017
Smartsheet Inc. is a cloud-based platform that specializes in collaborative work management, enabling teams and organizations to effectively plan, track, automate, and report on work. Founded in 2005 and headquartered in Bellevue, Washington, Smartsheet provides a suite of tools designed to enhance project execution and workflow management. Its offerings include Smartdashboards for real-time project visibility, Smartcalendars to align workflows with deadlines, Smartautomation to streamline repetitive tasks, and Smartintegrations to connect with existing enterprise applications. Smartsheet serves a diverse range of sectors, including aerospace, healthcare, finance, and technology, and is utilized by over 70,000 brands worldwide, including a significant portion of the Fortune 500. The company generates revenue through subscription-based software licensing and additional charges for enhanced platform features.

Market Logic Software

Venture Round in 2017
Market Logic Software AG specializes in developing integrated knowledge and research management software solutions designed to enhance marketing and research capabilities for various industries, including consumer packaged goods, healthcare, finance, and insurance. Their offerings include the Insights Portal, which facilitates knowledge sharing, the Intelligence Portal for market and competitor analysis, and the Market Insights Platform that generates actionable insights from data. These solutions enable organizations to capture and utilize knowledge effectively, empowering insights and analytics teams to transform marketing and innovation processes. The company, founded in 2006 and based in Berlin, Germany, has gained recognition for its contributions to marketing intelligence, receiving awards such as the Red Herring Top 100 Europe and the German Marketing Intelligence Innovation Award. Market Logic's technology leverages cognitive computing to deliver timely and relevant information to clients, which include leading global brands and research agencies.

Sharecare

Private Equity Round in 2017
Sharecare is the digital health company that helps people manage all their health in one place. The Sharecare platform provides each person – no matter where they are in their health journey – with a comprehensive and personalized health profile, where they can dynamically and easily connect to the information, evidence-based programs and health professionals they need to live their healthiest, happiest and most productive life. With award-winning and innovative frictionless technologies, scientifically validated clinical protocols and best-in-class coaching tools, Sharecare helps providers, employers and health plans effectively scale outcomes-based health and wellness solutions across their entire populations. To learn more, visit www.sharecare.com. In 2017 alone, Sharecare has raised more than $100 million in new funding; and more than $300 million in total capital since its founding in 2010. May 26, 2017 Sharecare announced it has received an investment from global alternative investment firm, Summit Partners. Sharecare will use the debt capital to fund new capabilities and acquire talent to support the aggressive growth trajectory of both the company and its platform, where people can manage all their health in one place.

Podium

Series A in 2017
Podium, Inc. is a software company that provides a customer communication platform aimed at enhancing interactions between businesses and their local customers. Founded in 2013 and based in Provo, Utah, Podium's platform facilitates the collection and management of online reviews from various sites, including Google and Facebook. It enables businesses to engage with customers at critical moments, such as during transactions, allowing for immediate posting of reviews via mobile devices. In addition to managing online reputation, Podium's platform offers comprehensive reporting, instant alerts, and tools for responding to reviews. By aggregating and analyzing customer feedback, Podium helps businesses improve their visibility and influence purchasing decisions through user-generated content.

MacStadium

Private Equity Round in 2017
MacStadium provides enterprise-class Apple Mac infrastructure providing scalable, reliable, and secure private clouds and dedicated Macs for workloads that require macOS. MacStadium is trusted by iOS developers, mobile testing teams, and DevOps engineers around the world. It was founded in 2011 and headquartered in Atlanta, Georgia.

PrismHR

Private Equity Round in 2017
PrismHR creates exceptional software and services, empowering human resource outsourcing service providers such as Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs) to deliver world-class payroll, benefits and HR to small and medium sized businesses. PrismHR software is used by more than 88,000 organizations and 2.2 million worksite employees, processing greater than $80 billion in payroll each year. For more information, visit www.prismhr.com.

PrismHR

Acquisition in 2017
PrismHR creates exceptional software and services, empowering human resource outsourcing service providers such as Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs) to deliver world-class payroll, benefits and HR to small and medium sized businesses. PrismHR software is used by more than 88,000 organizations and 2.2 million worksite employees, processing greater than $80 billion in payroll each year. For more information, visit www.prismhr.com.

Ascentis

Venture Round in 2017
Ascentis Corporation has been providing medium-sized businesses with HR and payroll solutions. Ascentis offers both hosted and licensed options, as well as employee self service. Known for user-friendly systems and exceptional customer service, Ascentis makes HR and payroll easy.

Visier

Series D in 2017
Visier, Inc. specializes in developing a cloud-based workforce intelligence platform that assists organizations in managing their human resources effectively. Founded in 2010 and headquartered in Vancouver, Canada, with an additional office in San Jose, California, Visier offers solutions that enable HR professionals to recruit, retain, and develop their workforce while addressing complex workforce questions. The company's flagship product, Visier People™, provides analytics and insights to support strategic decision-making across various industries, including healthcare, financial services, technology, energy, manufacturing, and retail. Visier's platform allows users to access real-time data without the need for technical resources, facilitating informed business strategies and actions. With a subscription model that includes ongoing support, Visier is committed to delivering continuous value to its clients.

Fuze

Series E in 2017
Fuze is a cloud-based unified communications platform that enhances productivity and collaboration within organizations. It offers tools for simplified voice communications, flexible video conferencing, and continuous collaboration, allowing modern, mobile workforces to communicate seamlessly across various devices. Fuze’s platform aggregates data from multiple sources, providing valuable insights that help business leaders understand and improve their operations and workforce dynamics. Founded in 2002 and originally known as ThinkingPhones, Fuze is headquartered in Boston, Massachusetts, with additional offices in various global cities, including New York, San Francisco, and London. The company serves a diverse clientele, including well-known organizations such as CareerBuilder, Fujitsu, and Oregon Health & Sciences University.

InfoArmor

Private Equity Round in 2017
InfoArmor, Inc. specializes in data security software aimed at protecting businesses from identity theft and cyber threats. Based in Scottsdale, Arizona, the company offers solutions such as PrivacyArmor, which provides proactive employee identity protection through monitoring services that alert users to potential fraud. Additionally, InfoArmor's VigilanteATI platform delivers advanced threat intelligence, including network intelligence, dark web access, and breach alerts. The company serves over 800 clients, including more than 70 Fortune 500 companies, by leveraging a global research network and big data analysis to address dynamic security challenges. As a subsidiary of Allstate Non-Insurance Holdings, Inc., InfoArmor is committed to enhancing the data security posture of organizations in an increasingly complex cyber environment.

Club Champion

Private Equity Round in 2017
Club Champion LLC specializes in providing custom fitting services for golfers across the United States. Founded in 1995 and based in Highland Park, Illinois, the company operates locations in Chicago, Willowbrook, and Northfield. Club Champion offers a comprehensive range of services, including precision fitting, club building, customization, and repair. Their repair services encompass re-shafting, re-gripping, wedge grinding, swing weighting, loft and lie adjustments, and various other modifications to enhance the performance of golf clubs. The company is dedicated to delivering high-quality fitting services using top brands to ensure optimal results for golfers.

Normec

Private Equity Round in 2017
Normec is an independent organization that specializes in testing, inspection, certification, and compliance services, ensuring the quality and safety of materials, systems, and products for its clients. The company conducts independent tests and inspections based on accredited methods, focusing on the fields of quality, environment, and safety in construction. Normec tests various construction materials, including sand, gravel, rubble granulate, concrete, and asphalt, helping organizations innovate and enhance their operations in a safe, efficient, and cost-effective manner.

Morphe

Private Equity Round in 2017
Morphe is a cosmetics company founded in 2008 in Los Angeles, aimed at providing high-quality makeup products at accessible prices. The brand caters primarily to women, offering a diverse range of products that includes makeup brushes, kits, lipsticks, eyeliners, eyeshadow palettes, makeup removers, and sponges. Morphe emphasizes the use of natural and safe ingredients in its products, ensuring that users can achieve an airbrushed finish while enhancing their overall makeup application experience. The brand has established itself as a favorite among artists and beauty enthusiasts, fostering a community where creativity and passion for beauty can flourish.

zahneins

Private Equity Round in 2017
Operator of dental clinics intended for patients and dentists practitioners. The company offers human resources, training and marketing delivered to train on how to build, network, educate and recruit in the dentistry market, enabling clients to promote a harmonious treatment environment that conveys friendliness, security and understanding.

LifeStance Health

Private Equity Round in 2017
LifeStance is a national provider of behavioral healthcare services with operations across the country. Founded in 2017, LifeStance brings together psychiatrists, psychologists, nurse practitioners, clinical counselors and social workers across the country to provide comprehensive mental health treatment services for patients of all ages. Every LifeStance team member is dedicated to providing the utmost in compassionate care and treatment to serve the specific needs and concerns of each individual patient.
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