Sumeru Equity Partners

Sumeru Equity Partners is a California-based private equity firm established in 2014 that specializes in technology investments. The firm focuses on mid-market opportunities and restructuring initiatives within small-to-mid-sized technology businesses in the United States and the United Kingdom. Sumeru Equity Partners aims to build leaders in sectors such as software, technology-enabled services, and hardware. By partnering with management teams, the firm leverages its deep sector expertise to enhance operational efficiency and implement strategic services, thereby adding significant value to its portfolio companies.

Babcoke, Jason

Managing Director and Co-Founder

Brennan, John

Founder and General Partner

Mark Haller

Principal

Jack McCabe

Senior Associate

Randy Randleman

Managing Director, COO

Nathan Stanley

Vice President

Zhang, Jialin

Associate

31 past transactions

JobNimbus

Private Equity Round in 2024
JobNimbus is CRM and project management software that allow its users to track jobs, contacts, and tasks easily. It lets users create and define workflows, moving tasks across multiple stages before completion. They can use the app to access important client information and to update lead details on-the-go, from any device. All the documents are securely stored within JobNimbus, allowing users to send and share files to selected team members and clients. The JobNimbus app allows users to create estimates, invoices, proposals, work orders, and contracts. They can automatically apply tax rates and quantities to estimates and covert these to invoices in a few steps. Documents can be auto-filled and templates saved for future use. Further project management features include scheduling and calendar organization, with notifications on task progress, JobNimbus also integrates with Google Maps and Google Calendar for further project organization.

Aerospike

Private Equity Round in 2024
Aerospike, Inc. specializes in providing a high-performance NoSQL database that is tailored for real-time and mission-critical applications. Founded in 2009 and headquartered in Mountain View, California, with additional offices in Bengaluru, London, and Or Yehuda, the company offers both enterprise and open-source versions of its database. These solutions feature a flexible data model, key-value store, user-defined functions, geospatial capabilities, and geographic replication. Aerospike's database is optimized for speed and reliability, achieving sub-millisecond latency for read and write operations through an integrated approach of in-memory and on-disk storage within a distributed architecture. This makes it particularly suitable for applications requiring low-latency data access and high throughput, such as real-time analytics, personalized recommendations, ad targeting, and fraud detection. Additionally, Aerospike provides community and enterprise support, along with educational and consulting services, catering to developers building applications in various programming languages for both startups and large enterprises.

Q4

Acquisition in 2023
Q4 Inc. is a cloud-based provider of investor relations and capital market solutions, serving clients in Canada and internationally. The company offers a comprehensive suite of services, including Q4 Desktop, which equips clients with essential tools and insights for effective investor communication and engagement. Q4 specializes in designing and developing investor relations websites, delivering online reports, and offering a range of audio/video webcasting and conferencing services for organizations of all sizes. Their platform facilitates detailed analytics on trading behaviors, institutional stockholder activity, and market trends, providing actionable intelligence for investor relations officers and C-suite executives. Additionally, Q4 enhances clients' online presence and engagement capabilities through innovative storytelling approaches to corporate reporting. With a focus on customer support and a commitment to improving investor relations effectiveness, Q4 serves over 2,200 major brands and operates from offices in Toronto, New York, Chicago, and Copenhagen.

Consensus

Private Equity Round in 2023
Consensus is a Software as a Service (SaaS) company that specializes in automating custom product demonstrations to enhance sales efficiency. Its interactive demo platform personalizes videos and documents, ensuring that each prospect receives tailored information that is most relevant to their needs. By enabling sales teams to engage the entire buying group, the platform facilitates early consensus among potential buyers. Additionally, it provides analytics and tracking features that help improve close rates and shorten sales cycles, ultimately streamlining the presales process.

Zappi

Private Equity Round in 2022
Zappi is a market research company that helps global brands enhance their decision-making processes to foster business growth. Founded in 2012 and headquartered in London, with additional offices in Boston and Cape Town, Zappi leverages artificial intelligence within its software suite to automate market research. By analyzing 1.2 billion historical consumer insights, the platform identifies promising marketing and product ideas, enabling teams to make informed decisions about market fit. Zappi collects multichannel customer data to provide actionable insights that improve creative effectiveness and drive successful innovation. The company's technology allows users to view product innovations and advertising concepts from the consumer's perspective, facilitating better iterations and optimizations. Zappi's workplace culture has been recognized with accolades, including being named Best Place to Work by Quirk's Media and one of the hottest martech companies by Business Insider in 2022.

beqom

Private Equity Round in 2022
beqom is a cloud-based compensation management platform designed to enhance the management of compensation and performance for enterprises. It aims to empower organizations to leverage their talent through equitable and transparent performance and rewards systems. The platform provides comprehensive solutions for pay management, incorporating AI-enabled pay intelligence to optimize compensation decisions and ensure compliance with regulatory requirements. beqom's offerings include tools for total compensation management, data-driven pay recommendations, analytics to address pay gaps, and transparency to clarify compensation structures for employees. By integrating these features, beqom enables organizations to effectively manage complex compensation strategies and improve overall business outcomes.

iProov

Private Equity Round in 2022
iProov is a cybersecurity company based in London that specializes in biometric facial verification technology. Founded in 2011, it provides solutions designed to authenticate users on smartphones, tablets, and laptops. iProov's offerings include Verifier, a one-time face and palm verification tool, and ID Matcher, which registers and authenticates users based on ID documents. The company tailors its biometric authentication solutions for various applications, including onboarding, identity verification, border control, and access control, serving sectors such as financial services, enterprise markets, and government. iProov's technology aims to enhance security against threats like credential theft and phishing attacks, ensuring a simple yet secure user experience for online services.

360Learning

Private Equity Round in 2021
360Learning is a developer of a collaborative learning platform designed to enhance employee training by leveraging collective expertise within organizations. The platform allows businesses to create, deliver, and continuously improve training courses through a bottom-up peer learning approach, where employees can contribute their knowledge and respond to learning needs. This iterative framework enables rapid deployment of training materials, which can be refined based on feedback and data from user interactions. The platform also includes features that facilitate accessibility and engagement, ensuring that training aligns with both employee aspirations and organizational goals. Integrations with systems such as Salesforce and HR platforms allow leaders to monitor the impact of training on business outcomes. Since its inception in 2012, 360Learning has successfully transformed the learning processes of 1,200 organizations, including notable clients like Axa, Criteo, and Michelin.

3Gtms

Private Equity Round in 2021
3GTMS develops software that simplifies complex transportation management for shippers, brokers, and 3PLs. They have created a scalable TMS suite that manages the full transportation lifecycle from the rating, routing (including multi-stop and pool distribution optimization), tendering, tracking, tracing, and settlement in a single system.

Tasktop

Private Equity Round in 2021
Tasktop offers a software platform that allows companies to better manage the process of building their software. Tasktop plugs into existing tools and overlays the end-to-end value stream to provide the abstractions, automation, visualizations, and forensics needed to practice value stream management on a daily basis.

Loopio

Private Equity Round in 2021
Loopio Inc. is a Toronto-based company that develops software as a service for content development and management, primarily focused on streamlining the response process for requests for proposals (RFPs), due diligence questionnaires (DDQs), and security questionnaires. Founded in 2014, Loopio's platform enables organizations to organize and manage content efficiently, allowing users to import requirements, access a centralized repository for relevant information, and collaborate across teams. The software facilitates the export of final responses and integrates with Salesforce, enhancing overall productivity. Additionally, Loopio offers consultancy and advisory services related to content management, supporting enterprises in optimizing their proposal processes. The company has served notable clients, including Thomson Reuters, IBM, and Citrix.

SocialChorus

Venture Round in 2020
Agility is the greatest advantage in the modern marketplace. Enterprises that can’t adapt quickly can’t win. So we’ve made it our mission to help companies act proactively and react rapidly to achieve their business goals. The SocialChorus FirstUp platform is the communications backbone of the enterprise, enabling organizations to reach every employee–from the front line to the C-suite—with targeted information at the right time, in the right place and in the right language. At the same time, it unifies the digital workplace, giving workers personalized access to all the systems, resources and applications they need to do their jobs. Employees get a simplified workflow that helps them be more productive, while companies get enterprise-wide analytics and valuable intelligence on their workforce. That’s why the world’s largest employers, like Amazon, Ford and ABInBev, choose SocialChorus to move their business forward.

SocialChorus

Acquisition in 2020
Agility is the greatest advantage in the modern marketplace. Enterprises that can’t adapt quickly can’t win. So we’ve made it our mission to help companies act proactively and react rapidly to achieve their business goals. The SocialChorus FirstUp platform is the communications backbone of the enterprise, enabling organizations to reach every employee–from the front line to the C-suite—with targeted information at the right time, in the right place and in the right language. At the same time, it unifies the digital workplace, giving workers personalized access to all the systems, resources and applications they need to do their jobs. Employees get a simplified workflow that helps them be more productive, while companies get enterprise-wide analytics and valuable intelligence on their workforce. That’s why the world’s largest employers, like Amazon, Ford and ABInBev, choose SocialChorus to move their business forward.

3Gtms

Private Equity Round in 2019
3GTMS develops software that simplifies complex transportation management for shippers, brokers, and 3PLs. They have created a scalable TMS suite that manages the full transportation lifecycle from the rating, routing (including multi-stop and pool distribution optimization), tendering, tracking, tracing, and settlement in a single system.

Azuga, a Bridgestone Company

Acquisition in 2018
Azuga is a connected vehicle platform for helping their customers in to turn data about vehicles and their use into intelligence that improves operations and safety while reducing costs and risk. Azuga provides reliable end-to-end solutions for commercial fleets, government agencies, insurance companies and automotive industry suppliers, encompassing hardware, the Azuga one platform, saas applications, support and data analytics.

Kyriba

Series E in 2017
Kyriba specializes in providing cloud-based treasury management solutions through a Software as a Service (SaaS) platform. Founded in 2000 and headquartered in San Diego, California, Kyriba helps treasury departments manage cash, risk, payments, and working capital optimization. Its innovative Active Liquidity Network connects internal treasury applications with external resources such as banks, ERPs, and market data providers. By leveraging advanced automation and artificial intelligence, Kyriba enables organizations to address complex financial challenges, reduce costs, and protect against fraud and financial risks. The platform is designed to streamline financial operations, facilitating better decision-making and maximizing growth opportunities for thousands of companies worldwide.

MDSL

Acquisition in 2017
MDSL provides cost management software solutions and services focused on telecoms and market data. Founded in 1995, MDSL began provided on-premise software to financial institutions to manage the growing costs of 'market data' contracts, an expense item that ranks in the top 5 of most trading banks. Given the specific complexity of trading-room telephony, the company added 'Market Voice Manager' to its portfolio in 1998 to help the same institutions manage their sprawling telecom estates. In 2003, the company began providing solutions 'on-demand' in an Application Service Provider model, and created 'Telecom Expense Manager' as a tool aimed at large, multinational enterprises.

Snow Software

Private Equity Round in 2017
Snow Software is changing the way organizations understand and manage their technology consumption. Our technology intelligence platform provides comprehensive visibility and contextual insight across software, SaaS, hardware and cloud. With Snow, IT leaders can effectively optimize resources, enhance performance and enable operational agility in a hybrid world.

Telesoft

Funding Round in 2016
Telesoft offers responsive, flexible fixed and mobile telecom management solutions and services that are built by Telesoft from the ground up, offering superior integration, visibility, and performance. These solutions and services are built on our fully integrated Purpose-Driven Platform to form Telesoft Connect, helping organizations manage fixed and mobile telecommunication, IT inventory, assets, usage, and expenses through a single interface.

Cybera

Private Equity Round in 2015
Cybera, Inc. is a provider of Security-as-a-Service and networking solutions tailored for distributed enterprises in the United States and internationally. Established in 2000 and based in Franklin, Tennessee, the company offers a software-defined networking platform that combines security and networking functions, facilitating secure connections for multi-location businesses. Cybera's solutions cater to various sectors, including healthcare, retail, hospitality, and financial services, ensuring compliance with regulations such as PCI and HIPAA. By offering a secure application network overlay, Cybera simplifies network management and reduces complexity and costs for its clients. The company's services include endpoint protection and fully managed security solutions, designed to safeguard sensitive corporate data and protect consumers from identity theft. As of December 2020, Cybera operates as a subsidiary of Professional Datasolutions, Inc.

Talend

Venture Round in 2013
Talend is a provider of cloud-based data integration and data management solutions, focusing on delivering reliable data to organizations swiftly. The company's platform enables the operationalization of disparate data, addressing complex business challenges by integrating data and applications in real time across big data, cloud environments, and traditional systems. This comprehensive suite of applications allows companies to collect, transform, govern, and share data effectively. By streamlining the data value chain, Talend helps organizations enhance their strategic decision-making processes and drive sustainable business value.

Talend

Private Equity Round in 2010
Talend is a provider of cloud-based data integration and data management solutions, focusing on delivering reliable data to organizations swiftly. The company's platform enables the operationalization of disparate data, addressing complex business challenges by integrating data and applications in real time across big data, cloud environments, and traditional systems. This comprehensive suite of applications allows companies to collect, transform, govern, and share data effectively. By streamlining the data value chain, Talend helps organizations enhance their strategic decision-making processes and drive sustainable business value.
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