Panorama Point

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.

Robert Adams

Director

Clarey L. Castner

Co-Founder

Stephen George

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

Alex Lam

Senior Associate

Brian Radermacher

Chief Financial Officer

Mark Stafford

Managing Director

26 past transactions

Liqid

Series C in 2021
Liqid Inc. develops infrastructure hardware and software platform that enables users to manage, scale out, and configure physical bare-metal server systems within the data center. It offers composable infrastructure products, such as composable vSAN, high-memory products, AI platform, expansion solutions, and development kits; and composable storage products. Liqid Inc. was founded in 2013 and is headquartered in Broomfield, Colorado.

Liqid

Series B in 2019
Liqid Inc. develops infrastructure hardware and software platform that enables users to manage, scale out, and configure physical bare-metal server systems within the data center. It offers composable infrastructure products, such as composable vSAN, high-memory products, AI platform, expansion solutions, and development kits; and composable storage products. Liqid Inc. was founded in 2013 and is headquartered in Broomfield, Colorado.

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 Group, LLC

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. is a cloud-based document and contract management platform that facilitates workflow creation and document collaboration within organizations. Its offerings include a comprehensive contract management system that optimizes the contract lifecycle—from creation and negotiation to approvals, signatures, archiving, and renewals. Additionally, SpringCM provides a digital asset management system to streamline the management, sharing, and collaboration of content, as well as tools for managing sales quotes, proposals, and contracts. The platform allows users to store, organize, search, and share content easily, both internally and externally. SpringCM also offers consulting, training, and support services, with solutions tailored for various sectors, including legal, IT, operations, sales, human resources, public sector, procurement, and finance. Deployed as Software-as-a-Service and accessible via a mobile application, SpringCM emphasizes security and ease of use. Founded in 2005 and headquartered in Chicago, Illinois, the company operates as a subsidiary of DocuSign, following its acquisition in 2018.

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. is a cloud-based document and contract management platform that facilitates workflow creation and document collaboration within organizations. Its offerings include a comprehensive contract management system that optimizes the contract lifecycle—from creation and negotiation to approvals, signatures, archiving, and renewals. Additionally, SpringCM provides a digital asset management system to streamline the management, sharing, and collaboration of content, as well as tools for managing sales quotes, proposals, and contracts. The platform allows users to store, organize, search, and share content easily, both internally and externally. SpringCM also offers consulting, training, and support services, with solutions tailored for various sectors, including legal, IT, operations, sales, human resources, public sector, procurement, and finance. Deployed as Software-as-a-Service and accessible via a mobile application, SpringCM emphasizes security and ease of use. Founded in 2005 and headquartered in Chicago, Illinois, the company operates as a subsidiary of DocuSign, following its acquisition in 2018.

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 Group

Series B in 2015
Porch.com, Inc. operates an online platform that connects homeowners with local home repair services. The company also facilitates customers to arrange set-up and installation for purchased goods through overstock e-commerce platform. In addition, it offers Service Attach, a tool that enables overstock customers to add installation or assembly services to online shopping carts. Porch.com, Inc. has a strategic partnership with Cinch Home Services Inc. The company as incorporated in 2011 and is based in Seattle, Washington.

PENSCO Trust Company

Debt Financing in 2014
PENSCO Trust Company, founded in 1989, is a U.S.-based trust company that specializes in managing retirement accounts for clients. With decades of expertise, it serves as an alternative asset custodian, focusing on holding various types of investments including private equity, real estate, and notes. Headquartered in Irvine, California, PENSCO Trust Company provides clients with the tools and services necessary to invest in a diverse range of assets within their retirement portfolios.

PeerIQ

Seed Round in 2014
PeerIQ is a New York-based financial information services company that is creating tools to analyze, access, and manage risk in the peer-to-peer lending sector. We pool detailed loan data to provide authoritative, independent analytics and benchmarks that our institutional clients use to price instruments, value loan portfolios, develop investment views, and manage risk. PeerIQ aims to strengthen the P2P sector by increasing transparency, enabling efficient risk management, and providing analytics that support better investment decision-making.

Banyan Finance

Debt Financing in 2014
Founded in 2007, Banyan Finance is the leading resource in the Casualty Medical Plan segment for physicians and other medical service providers (including MRI facilities, outpatient surgery centers, and hospitals). As an issuer of Casualty Medical Plans for the medical industry, Banyan Finance has paved the way for tens of thousands of uninsured accident victims to receive necessary medical treatment and simultaneously deliver the highest level of service and guaranteed minimum reimbursement to caregivers.

Lending Club

Venture Round in 2014
Lending Club is an online financial community that brings together creditworthy borrowers and savvy investors so that both can benefit financially. They replace the high cost and complexity of bank lending with a faster, smarter way to borrow and invest. Founded in 2007, the company is headquartered in San Francisco, California, United States.

ElectraVapor

Venture Round in 2014
Electra Vapor is a electronic cigarettes company that is based in North Carolina.

PENSCO Trust Company

Venture Round in 2014
PENSCO Trust Company, founded in 1989, is a U.S.-based trust company that specializes in managing retirement accounts for clients. With decades of expertise, it serves as an alternative asset custodian, focusing on holding various types of investments including private equity, real estate, and notes. Headquartered in Irvine, California, PENSCO Trust Company provides clients with the tools and services necessary to invest in a diverse range of assets within their retirement portfolios.

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. operates an investment management platform designed for advisors and investors, focusing on data aggregation, analytics, and portfolio reporting. Founded in 2009 and headquartered in Mountain View, California, Addepar serves a diverse clientele, including family offices, wealth advisors, financial institutions, and endowments. The platform facilitates a comprehensive view of financial assets across various currencies, enabling users to make informed investment decisions. Addepar provides a range of services, including onboarding, ongoing support, fund management, and fund administration. Additionally, the Addepar Open API allows clients and integration partners to incorporate data and calculations into various systems, enabling developers to create applications on the platform. The company also maintains offices in New York, Chicago, and Salt Lake City, expanding its reach within the financial services sector.

Klarna

Venture Round in 2014
Klarna Bank AB, founded in 2005 and headquartered in Stockholm, Sweden, specializes in providing payment and shopping solutions for consumers and merchants both online and in-store across several countries, including Sweden, Germany, Austria, Switzerland, and Norway. The company offers a variety of payment options, such as card payments, direct banking, and innovative solutions like "buy now, pay later," which allows consumers to finance purchases interest-free over installments. Klarna's services extend to merchants, providing technology, credit risk management, and customer administration solutions to enhance their eCommerce capabilities. As a regulated bank, Klarna is recognized for its flexible payment solutions that empower shoppers to choose how and when they pay, thereby improving the overall shopping experience.

AUTO1 Group

Seed Round in 2013
AUTO1 Group is a used-car marketplace with its own certified and diversified inventory and a technology platform that allows buyers and sellers. AUTO1 is aimed primarily at the used car trade. By connecting buyers and sellers through technology the company enables consumers as well as dealers to trade seamlessly. Sourcing from all channels including OEMs and dealerships. AUTO1 Group owns business units like AUTO1.com, Autohero.com or wirkaufendeinauto.de. AUTO1 Group operates in almost 30 countries and continues to expand rapidly.
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