Harvest Panorama A

Panorama Point is a private equity firm based in Omaha, Nebraska, established in 2012. It focuses on growth-stage investments in small and mid-sized businesses primarily in the United States and Western Europe. The firm is backed by over $125 million in committed capital from family offices, foundations, and entrepreneurs globally, and is currently raising its second investment fund, targeting $200 million. Founded by experienced professionals Stephen J. George and Clarey L. Castner, Panorama Point aims to invest in diversified growth-stage companies across various sectors. The firm emphasizes identifying compelling investment opportunities that are often hard to access, seeking to optimize returns while managing risk effectively.

Stephen George

Founder, Managing Partner, Chairman of Investment Committee and Chief Impact Officer

26 past transactions

Liqid

Series C in 2021
Liqid Inc. is an IT company specializing in composable infrastructure solutions that allow users to efficiently manage, scale, and configure physical bare-metal server systems in data centers. Founded in 2013 and headquartered in Broomfield, Colorado, Liqid provides a comprehensive platform that disaggregates server components, such as CPUs, GPUs, and storage devices, into resource pools. This enables users to quickly create and reallocate IT resources on-demand, aligning with evolving workflows and business requirements. The company's Command Center software facilitates dynamic resource management, allowing for on-the-fly adjustments to optimize performance and efficiency. Liqid's offerings include composable infrastructure products, high-memory solutions, and AI platforms, all designed to enhance data center architecture and improve overall operational flexibility.

Liqid

Series B in 2019
Liqid Inc. is an IT company specializing in composable infrastructure solutions that allow users to efficiently manage, scale, and configure physical bare-metal server systems in data centers. Founded in 2013 and headquartered in Broomfield, Colorado, Liqid provides a comprehensive platform that disaggregates server components, such as CPUs, GPUs, and storage devices, into resource pools. This enables users to quickly create and reallocate IT resources on-demand, aligning with evolving workflows and business requirements. The company's Command Center software facilitates dynamic resource management, allowing for on-the-fly adjustments to optimize performance and efficiency. Liqid's offerings include composable infrastructure products, high-memory solutions, and AI platforms, all designed to enhance data center architecture and improve overall operational flexibility.

Forge

Series B in 2018
Forge Global Inc. is a prominent private securities marketplace founded in 2014, designed to address the needs of the private market ecosystem. The firm enables investors and shareholders to access liquidity in private markets, facilitating connections through its advanced technology and expertise. By providing a platform for private equity, Forge allows both private and institutional investors to engage with leading pre-IPO companies. The company is supported by notable Silicon Valley investors and major global institutions, including Deutsche Börse and Temasek, which underscores its strong position in the market.

Alterra Home Loans

Private Equity Round in 2016
Alterra Group, LLC, based in Las Vegas, Nevada, specializes in home loans and mortgage lending services across the United States. Established in 2006, the company has rapidly gained recognition as one of the fastest growing mortgage bankers in the region. Notably, it has achieved a leading position among Nevada-based lenders, particularly excelling in the percentage of purchase transactions closed. Alterra focuses on providing innovative solutions tailored to homebuyers and the REALTOR community, utilizing a technologically advanced platform that supports its sales, management, and operations. This infrastructure enables real-time business insights, allowing the company to make informed decisions and enhance its responsiveness to client needs. By offering a variety of government and conventional loan options, Alterra aims to simplify the loan approval process for borrowers looking to fulfill their property ownership aspirations.

SpringCM

Venture Round in 2016
SpringCM Inc. offers a cloud-based document and contract management platform that enhances organizational workflows and collaboration on documents. The platform streamlines the contract lifecycle, facilitating processes from creation to negotiation, approvals, signatures, archiving, and renewals. SpringCM also provides a digital asset management system that automates content management, sharing, and collaboration, as well as tools for managing sales quotes and proposals. Its software is deployed as a Software-as-a-Service solution, complemented by a mobile application, and supports various sectors, including legal, IT, operations, sales, and finance. The company also provides consulting, training, and support services. Founded in 2005 and headquartered in Chicago, Illinois, SpringCM operates as a subsidiary of DocuSign, Inc., following its acquisition in 2018. The company has established a strategic partnership with Salesforce to enhance its offerings.

HeartFlow

Series D in 2016
HeartFlow is a medical technology company that provides new methods of diagnosis and treatment of cardiovascular disease. It offers HeartFlow Analysis, a non-invasive solution available in the United States, Europe, and Japan that helps a physician evaluate whether a patient has significant coronary artery disease based on anatomy and physiology. The company was started in 2007 and is based in Redwood City, California.

SpringCM

Venture Round in 2016
SpringCM Inc. offers a cloud-based document and contract management platform that enhances organizational workflows and collaboration on documents. The platform streamlines the contract lifecycle, facilitating processes from creation to negotiation, approvals, signatures, archiving, and renewals. SpringCM also provides a digital asset management system that automates content management, sharing, and collaboration, as well as tools for managing sales quotes and proposals. Its software is deployed as a Software-as-a-Service solution, complemented by a mobile application, and supports various sectors, including legal, IT, operations, sales, and finance. The company also provides consulting, training, and support services. Founded in 2005 and headquartered in Chicago, Illinois, SpringCM operates as a subsidiary of DocuSign, Inc., following its acquisition in 2018. The company has established a strategic partnership with Salesforce to enhance its offerings.

Eat Fit Go

Venture Round in 2016
Eat Fit Go provides a simple solution to eating healthy on the go. Eat Fit Go's chef-driven meals are made fresh daily, never frozen, free of preservatives or artificial ingredients. The company's meals are high in protein, low in sodium and allergy-friendly.

Striim

Series B in 2015
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.

MadVapes

Venture Round in 2015
Madvapes LLC was started in July 2009 in Huntersville, NC. Beginning with a humble start from a home office, Madvapes quickly expanded from home office, to garage, to rented warehouse space and recently to a 10,000 sq foot warehouse.

ROBUR Group

Venture Round in 2015
ROBUR’s goal is to create a leading Mittelstand-company focused on the industrial services. The company will focus solely on high-end technical services, that are crucial to the performance of an industry. ROBUR will bundle resources in specific subsectors to provide its customers with industry leading services in the German speaking countries. There has to be an alternative solution for owners and stakeholders searching for a stable long-term home for their company - one that offers shelter in increasingly competitive markets, yet allows each company to stay true to its entrepreneurial roots, culture and values. A solution that has to be economically superior to other solutions, and incentivizes all stakeholders to continue giving their best. They believe that ROBUR GROUP provides that alternative solution: a partnership of companies, acting as a group, benefitting from the size of a large company but staying flexible and nimble like a Mittelstand-company.

Zenefits

Series C in 2015
Zenefits is a digital HR platform tailored for small and medium businesses, providing a comprehensive solution for managing various human resources functions. The platform integrates essential applications such as HR, benefits, payroll, and compliance with partner tools for email, collaboration, and employee engagement. This all-in-one approach allows businesses to streamline their HR processes, including employee onboarding and off-boarding, benefits management, and compliance tracking, all from a single online dashboard. Zenefits aims to empower businesses to manage their workforce effectively while ensuring compliance with relevant regulations. Thousands of companies utilize Zenefits to enhance their HR capabilities and improve employee experience.

Midwest Medical Transport

Venture Round in 2015
Midwest Medical Transport Company is Nebraska’s largest private ambulance service. They provide quality, reliable transportation services throughout the region. They currently operate in fifteen communities across Nebraska and Western Iowa. Their growing fleet of state of the art ambulances, medical helicopters and para-transit wheelchair vans are ready at a moment’s notice. Midwest Medical Transport Company was founded in 1987 in Columbus, Nebraska. The company began with one ambulance, doing a few transfers a week out of the Columbus Hospital. From these humble beginnings, their company had grown to a level that was almost unimaginable when it began. Throughout their history they have maintained a steadfast focus on two key components, quality patient care and excellent customer service. Their quality patient care is achieved by focusing on the education of their providers. Their growing staff of instructors offers a variety of classes to enhance the skill set of out EMTs, Paramedics, and Nurses. They extend these opportunities to their partner organizations as well. They can come to your hospital, care facility or Fire/EMS department and offer CEU classes on a wide range of topics. Customer Service is an essential part of any business, especially in healthcare. Their providers are courteous, compassionate, and empathetic to their patients and their families. The also focus on providing quality service to the healthcare facilities that call upon us to transport their patients. Midwest Medical Transport Company has made a commitment to the people of the Midwest to provide the highest level of professional medical transportation. They know you have a choice when calling for transportation, and they want your choice to be Midwest Medical Transport Company.

Porch

Series B in 2015
Porch.com, Inc. operates an online platform that connects homeowners with local home repair services, facilitating the arrangement of setup and installation for purchased goods. The company serves as a resource for home improvement professionals and helps homeowners make informed decisions about home projects. Porch is available nationwide through its website and mobile app, and it is also the exclusive in-store resource in over 1,720 Lowe's locations across the United States. In addition to its core services, Porch offers a tool called Service Attach, which allows customers to add installation or assembly services to their online shopping carts. The company has a strategic partnership with Cinch Home Services Inc. Established in 2011, Porch is headquartered in Seattle, Washington.

Pensco Trust

Debt Financing in 2014
Pensco Trust Company, founded in 1989 and based in the United States, specializes in managing retirement accounts for clients. As an alternative asset custodian, it has extensive experience in holding various investment types, including private equity and real estate. The company provides investment advisory services tailored for registered investment advisors, financial planners, and investment sponsors, as well as crowdfunding platforms. Pensco Trust aims to help clients navigate the complexities of alternative assets, ensuring optimal returns on their investments through a reliable custodial framework.

PeerIQ

Seed Round in 2014
PeerIQ, Inc. is a financial information services company based in New York that specializes in the peer-to-peer lending sector. The firm provides institutional investors with an analytics platform that aggregates loan data from various online P2P marketplaces, offering credit risk analytics and benchmarks. These tools enable clients to assess loan performance, generate cash flows, develop investment strategies, price credit instruments, and manage loan portfolios while evaluating associated risks. Additionally, PeerIQ offers a Consumer Credit Suite, which integrates consumer credit datasets with its risk analytics platform, assisting clients in optimizing their loan portfolios and making informed investment and origination decisions. Founded in 2001, PeerIQ aims to enhance the P2P lending market by promoting transparency and efficient risk management through its comprehensive analytics solutions.

Banyan Finance

Debt Financing in 2014
Banyan Finance, LLC, founded in 2007 and based in Boca Raton, Florida, specializes in providing casualty medical plans tailored for physicians and medical service providers, including MRI facilities, outpatient surgery centers, and hospitals. The company addresses the needs of uninsured and under-insured accident victims by facilitating access to necessary medical treatments. It also offers financial solutions for medical providers through traditional insurance contracts and factoring relationships. Additionally, Banyan Finance provides customized specialty finance solutions to the healthcare sector, including various investment opportunities like debt, equity, and receivables-based financing. By doing so, the company helps healthcare providers secure immediate cash and ongoing cash flows, enabling them to structure financial packages that meet their specific needs.

LendingClub

Venture Round in 2014
LendingClub Corporation is an online lending marketplace based in San Francisco, California, that connects creditworthy borrowers with investors. Founded in 2006, the platform offers a variety of unsecured personal loan products, including options for education, patient finance, auto refinancing, and small business loans. By facilitating direct investment in these loans, LendingClub provides investors access to an asset class that has traditionally been limited to institutional investors. The company generates most of its revenue through transaction fees from its role in processing loan applications and working with bank partners to enable loan originations. This approach aims to simplify and accelerate the lending process, making it more accessible for consumers and beneficial for investors.

ElectraVapor

Venture Round in 2014
ElectraVapor is a North Carolina-based company that specializes in the electronic cigarette industry. The company offers a variety of products, including flavors that allow users to customize their vaping experience. In addition to e-liquids, ElectraVapor provides essential accessories such as atomizers, cartridges, chargers, and dual coil cartomizers. Their product range includes both pre-filled and refillable cartridges, catering to a diverse consumer base seeking options that align with their personal preferences.

Pensco Trust

Venture Round in 2014
Pensco Trust Company, founded in 1989 and based in the United States, specializes in managing retirement accounts for clients. As an alternative asset custodian, it has extensive experience in holding various investment types, including private equity and real estate. The company provides investment advisory services tailored for registered investment advisors, financial planners, and investment sponsors, as well as crowdfunding platforms. Pensco Trust aims to help clients navigate the complexities of alternative assets, ensuring optimal returns on their investments through a reliable custodial framework.

Mode Analytics

Seed Round in 2014
Mode Analytics, Inc. is a developer of a collaborative analytics platform designed to facilitate data-informed decision-making. Established in 2013 and based in San Francisco, the company offers a solution that enables data analysts and data scientists to analyze, visualize, and share data effectively. The platform features a central repository that allows analysts to access work in real-time, helping them to resolve issues without the need to recreate previous analyses. Mode Analytics serves a variety of industries, including consumer packaged goods, finance, healthcare, retail, media, and software as a service, offering tailored solutions for data, finance, operations, product, and sales and marketing functions.

iCapital Network

Series B in 2014
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Coupang

Venture Round in 2014
Coupang Corp. operates an online retail platform that offers a wide range of products, including baby goods, fashion, beauty products, electronics, and home decor, along with daily discounted deals on various goods and services. Founded in 2010 and headquartered in Seoul, South Korea, the company emphasizes a customer-centric approach, aiming to provide competitive prices and a personalized shopping experience through its mobile application. Coupang leverages innovative technology to enhance operations, focusing on improving the end-to-end customer experience, particularly in areas like last-mile delivery and product discovery. With additional offices in major cities such as Beijing, Shanghai, Los Angeles, and Seattle, Coupang has established itself as a significant player in the global e-commerce market.

Addepar

Series C in 2014
Addepar, Inc. is an investment management platform that specializes in data aggregation, analytics, and portfolio reporting for financial advisors and their clients. Founded in 2009 and headquartered in Mountain View, California, the company also has offices in New York, Chicago, and Salt Lake City. Addepar's platform consolidates various financial accounts, providing a comprehensive view of client portfolios and facilitating smarter investment decisions. It offers a range of services including onboarding, ongoing support, fund management, and administration. Additionally, Addepar provides an Open API, enabling integration with other systems and allowing developers to create applications on its platform. The company serves a diverse clientele, including family offices, wealth advisors, financial institutions, and foundations, aiming to deliver a clearer financial picture and effective communication of relevant information through customizable reporting.

Klarna

Venture Round in 2014
Klarna is a payment solutions provider that specializes in eCommerce, offering services for both consumers and merchants in several countries, including Sweden, Germany, Austria, Switzerland, and Norway. Founded in 2005 and headquartered in Stockholm, Klarna enables shoppers to select how and when to pay for their purchases through a variety of options such as card payments, direct banking, and installment plans. The company is particularly known for its "buy now, pay later" model, which allows consumers to finance retail purchases without interest over time. For merchants, Klarna provides a comprehensive suite of services that includes technology solutions, credit risk management, and customer administration, facilitating a streamlined shopping experience both online and in-store.

AUTO1 Group

Seed Round in 2013
AUTO1 Group GmbH operates a digital platform that connects buyers and sellers in the used car market, facilitating transactions in Europe and North America. Founded in 2012 and based in Berlin, the company sources used cars from original equipment manufacturers (OEMs), dealerships, and its own business units, which include AUTO1.com and Autohero.com. The platform provides a seamless experience for both individual customers and professional dealers, allowing them to trade used cars at transparent prices without the complexities of negotiation. AUTO1 Group has two main segments: Merchant, where used cars are sold to commercial dealers, and Retail, which focuses on sales to private customers. The company continues to expand its presence, operating in nearly 30 countries and offering a diversified inventory that enhances its marketplace capabilities.
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