Rubicon Technology Partners

Rubicon Technology Partners is a private equity firm established in 2012 and located in Boulder, Colorado. The firm specializes in investing in lower middle-market enterprise software companies with revenues ranging from $25 million to $150 million. Rubicon targets control equity investments between $30 million and $75 million, utilizing straightforward equity structures to foster alignment and provide businesses with the necessary capital to achieve their full potential. The firm focuses on applying financial leverage judiciously, ensuring that companies have the flexibility to grow and thrive in their respective markets.

Catherine Atieh

Vice President

Alison Beyer

Principal

Vincent Chao

Partner

John Hodge

Partner

Tye Howell

Principal

Evan Howell

Principal

Alex Kleiner

Partner

Dan Levy

Partner

JD Martin

Principal

Anand Mehta

Principal

Kirsten Porter

Partner

Surinder Singh

Principal

Jason Winsten

Principal and Partner

Aileen Yan

Principal

20 past transactions

CollegeNET

Acquisition in 2025
CollegeNET, Inc., established in 1977 and headquartered in Portland, Oregon, specializes in providing web-based on-demand technologies tailored for colleges, universities, and non-profit organizations worldwide. The company offers a suite of products including scheduling and space management tools like Schedule25 and 25Live, commencement preparation services, tuition processing systems, admission application management platforms, and online payment solutions through Contribute.com. These technologies aim to enhance operational efficiency, streamline processes, and improve communication within educational institutions.

Ascend Analytics

Private Equity Round in 2024
Ascend Analytics is an innovative software service company focused on energy analytics. Energy portfolios and markets have increased in complexity, making decision analysis more difficult. Ascend's solutions provide the core analytic infrastructure to streamline processes, enhance understanding, and support decisions. Ascend utilizes the latest technologies and modeling techniques to allow energy analysts and risk managers to meet today’s challenges. Ascend Analytics combines industry-leading model capability with robust client support. This allows their customers to dramatically improve decision analysis and gain competitive advantage in the marketplace.

Nulogy

Private Equity Round in 2024
Nulogy Corporation provides cloud-based contract packaging software solutions to enhance supply chain operations. Its flagship product, PackManager, streamlines contract packaging workflows by managing various processes, including quoting, planning, warehouse management, production, quality control, invoicing, and reporting. Additionally, the company offers QCloud, which focuses on improving quality control through efficient data collection and analysis. Nulogy also provides professional, integration, and consulting services, serving diverse market segments such as food, beverage, consumer goods, pharmaceuticals, high-tech, and hard goods both in Canada and internationally. Founded in 2002 and based in Toronto, Nulogy enables collaboration among customers and their supplier communities, helping them adapt to the complexities of the consumer market while reducing costs and enhancing compliance and traceability.

Vimly Benefit Solutions

Acquisition in 2024
Vimly Benefit Solutions, Inc. is a technology and benefit administration company based in Mukilteo, Washington, that specializes in providing third-party benefit administration services. Established in 1993, the company serves small to mid-sized businesses through association health plans and multi-employer trusts. Vimly acts as a liaison between plan participants and ancillary plan participants, offering a range of services including enrollment and eligibility management, consolidated billing, COBRA administration, and consumer-directed health plan administration. Additionally, the company provides financial management, accounting support, broker credentialing, and compliance services. Its solutions are designed for a diverse clientele that includes employees, employers, brokers, and various types of health plans and trusts. By utilizing a SaaS platform, Vimly aims to streamline workforce and benefits administration, ensuring efficient data management and protection.

Tacton Systems

Private Equity Round in 2023
Tacton Systems is a developer of SaaS-based smart commerce software that specializes in the manufacturing sector. The company offers a configure-price-quote (CPQ) solution that integrates sales engineers and operations, enabling manufacturers to effectively manage complex sales and product configuration challenges. Tacton's software is designed to be adaptable, allowing for customization based on individual customer needs while incorporating standard components. It features built-in design automation and 3D visualization, facilitating seamless connections to CRM, ERP, and PLM systems. This integration empowers global companies in industries such as automotive and pharmaceuticals to accurately meet customer demands while enhancing operational efficiency and profitability.

Glennis Solutions

Acquisition in 2022
Glennis Solutions offers the only fully integrated cloud-based software suite built in conjunction with a leading senior living provider specifically designed to serve the unique needs of the senior housing industry.

Sherpa CRM

Acquisition in 2022
Sherpa CRM is a company that specializes in developing customer-relationship management solutions specifically for the senior living industry. Its flagship product, Sherpa, is a sales enablement platform that enhances the sales process and empowers senior living professionals to assist seniors and their families during significant life transitions with empathy and support. In addition to its core CRM functionalities, Sherpa CRM provides a range of services, including health and billing management, marketing automation, lead management, live chat, call center services, prospect discovery, and various communication and productivity integrations. Founded in 2011 and headquartered in Saint Louis, Missouri, the company serves a diverse client base across the United States and Canada, focusing on retirement, assisted living, and memory care communities to help them cultivate effective sales cultures.

Enquire Solutions

Acquisition in 2022
Enquire is a leading provider of customer relationship management (CRM), marketing automation, and contact center solutions tailored for senior living communities, post-acute care facilities, and healthcare organizations. The company's platform enhances operational efficiency by integrating with existing business systems to improve admissions and facilitate better data management. Enquire's solutions are designed to optimize sales conversions and enable targeted outreach to referral sources. Additionally, the contact center services offered by Enquire help increase census and enhance customer service. The technology solutions empower organizations to identify leads, capture referrals, convert sales, and engage patients effectively, while customized reporting and business intelligence tools provide valuable insights into facility performance.

Bamboo Rose

Private Equity Round in 2022
Bamboo Rose, Inc. is a digital B2B marketplace that specializes in product and supply chain management for the retail sector. Founded in 2001 and headquartered in Gloucester, Massachusetts, with additional offices in major cities worldwide, the company provides a collaborative platform that enhances product innovation and delivery. Bamboo Rose enables retailers and suppliers to streamline the process of discovering, developing, and delivering products through a suite of solutions that includes product lifecycle management, sourcing, global trade management, and logistics. The platform supports over 85 major retailers and 400 brands, connecting them with approximately 35,000 suppliers and 150,000 user members. Through its services, including a mobile application, Bamboo Rose aims to simplify the product creation process, allowing clients to bring products to market more efficiently and profitably. The company was formerly known as TradeStone Software, Inc. and rebranded to Bamboo Rose in January 2016.

Uptempo

Acquisition in 2021
Uptempo is the software provider for effective Marketing Resource Management (MRM). The company gives enterprise marketers the visibility and control to optimize their marketing operations. The enterprise-level MRM solution turns marketing into a business-building powerhouse by letting marketing leaders get on top of their budgets, people workflows, campaigns, and marketplace performance. The company's all-in-one modular marketing suite covers the entire marketing process, including planning, budgeting, creation, development, and asset management, by analyzing content and providing performance reviews in a closed loop, allowing medium and large organizations to keep team members, suppliers, and partners aligned and marketing productivity to increase.

Central Logic

Acquisition in 2020
Central Logic Inc. is a prominent provider of transfer center and on-call scheduling technology solutions designed for healthcare systems. Founded in 2005 and headquartered in St. Paul, Minnesota, the company specializes in developing innovative tools that replace outdated software in hospitals and medical systems. Its offerings include information gathering and data analytics solutions that monitor and manage patients outside of hospital settings, as well as track post-acute care to improve patient satisfaction and reduce readmission rates. Central Logic's flexible solutions facilitate efficient patient navigation across healthcare systems and enhance clinician effectiveness while contributing to improved revenue capture. The company serves a diverse clientele, including major healthcare organizations such as HCA, Cleveland Clinic, and Sutter Health, and has received recognition as a fast-growing private company by various publications.

OutMatch

Acquisition in 2020
OutMatch, Inc. offers a talent analytics platform that provides comprehensive solutions for talent assessment, interviewing, reference checking, onboarding, development, and employee analytics. This candidate-driven platform facilitates end-to-end digital hiring processes across various industries, including air travel, entertainment, healthcare, and technology, among others. Founded in 1989 and based in Dallas, Texas, OutMatch was previously known as Chequed.com, Inc. before rebranding in January 2016. The company operates data centers in the United States, Europe, and the Asia Pacific region, ensuring a robust infrastructure to support its diverse clientele.

Cin7

Private Equity Round in 2019
Cin7 Limited is a developer of cloud-based inventory management software headquartered in Auckland, New Zealand. Founded in 2002, the company offers a comprehensive platform designed to streamline inventory management and optimize business operations for growing brands. Its features include inventory management, retail point-of-sale (POS), warehouse management, order management, and automated purchasing. Cin7's software enables users to integrate various processes, such as accounting, e-commerce, and third-party logistics, facilitating efficient inventory control and order fulfillment. With capabilities for stock synchronization, compliance testing, and integration with online marketplaces and major retailers, Cin7 aims to enhance operational efficiency and maximize profit margins for businesses across multiple sales channels.

Tendril

Venture Round in 2018
Tendril enables utilities to drive customer engagement via a rich and tailored experience for the home energy consumer. Energy and service providers rely on Tendril’s customizable software solutions to engage consumers to meet efficiency goals and improve customer service operations. All solutions are powered by an open, cloud-based, secure, and scalable platform that seamlessly supports numerous other utility-grade applications.

QSR International

Private Equity Round in 2018
QSR International Pty Ltd. is a software development company focused on analyzing unstructured data. Founded in 1995 and headquartered in Doncaster, Australia, with additional offices in the United States and the United Kingdom, the company offers several products, including NVivo, a solution for accessing and analyzing various forms of unstructured information such as documents, audio, and video. NVivo Server enhances project administration, while XSight caters to commercial applications of unstructured data. QSR International also provides extensive support and training services, including workshops, consultancy, and online resources. The company serves a diverse clientele, including educational institutions, social scientists, healthcare professionals, and various sectors worldwide, delivering tools that improve research productivity and knowledge management. Its products are distributed through a network of resellers and regional offices.

AppNeta

Private Equity Round in 2018
AppNeta, Inc. specializes in cloud-based performance monitoring solutions for network and end-user experiences, aimed at digital enterprises that rely on distributed and cloud-connected applications. Founded in 2001 and headquartered in Boston, Massachusetts, AppNeta offers software as a service (SaaS) applications that enable IT and Network Operations teams to proactively monitor the performance of business-critical applications across various networks. The company utilizes its patented TruPath™ technology, which measures application performance along the actual application path rather than traditional device-centric methods. This approach provides comprehensive performance visibility from the end user's perspective, ensuring that organizations can deliver exceptional application experiences and improve productivity. AppNeta's solutions are designed to enhance the delivery and user experience of web, mobile, and cloud applications, ultimately driving faster returns on investment for its customers.

Gimmal

Venture Round in 2017
Gimmal LLC is a software company specializing in information management and enterprise content management solutions. Founded in 2002 and based in Houston, Texas, Gimmal develops software products that enhance Microsoft SharePoint and Office 365, providing organizations with essential tools for information governance, security, and compliance. Its offerings include records management solutions that oversee the lifecycle of records, content governance for SharePoint, and document management for SAP. The company also provides implementation, support, consulting, and services designed to ensure effective content management across various industries, including government, energy, financial services, manufacturing, and consumer packaged goods. Gimmal's cloud-ready products are recognized for their ease of deployment and cost-effectiveness, supported by a team of experts dedicated to helping organizations improve their information governance and business processes.

AudienceView

Venture Round in 2016
AudienceView Ticketing Corporation is a Canadian company based in Toronto that specializes in developing e-commerce and ticketing software solutions for the entertainment industry. Founded in 2002, AudienceView serves a wide range of clients, including arenas, not-for-profit arts organizations, commercial arts, professional sports teams, and regional ticketing agencies, both in Canada and internationally. The company offers a comprehensive suite of solutions that integrate ticketing, fundraising, marketing, content management, and analytics into a user-friendly web-based platform. AudienceView's software is designed for various environments, including physical box offices, kiosks, and mobile devices. With over 170 clients managing upwards of 60 million tickets annually across more than 550 venues worldwide, AudienceView has established itself as a key player in the ticketing industry. The company also provides specialized tools such as AV Go for event management and MarketView, a self-serve e-commerce and CRM solution. AudienceView operates additional offices in the United States and London, UK, and has a strategic partnership with Vivid Seats.

4tell Solutions

Private Equity Round in 2015
4tell Solutions, LLC specializes in providing software-as-a-service (SaaS) solutions for real estate and infrastructure performance management. The company's flagship platform, iPlan, captures and analyzes data related to transactions, operations, and asset lifecycle, facilitating informed decision-making and strategic planning. This platform supports owners, investors, and operators in optimizing the financial, energy, and environmental performance of their real estate portfolios. Additionally, 4tell Solutions offers various assessment tools for architectural, engineering, and construction professionals, along with technical services that include system setup, customization, and user training. The company also provides asset services such as strategic consulting, process improvements, and performance management. Founded in 1997 and headquartered in Atlanta, Georgia, 4tell Solutions was formerly known as HCI Solutions, LLC and rebranded in 2008.

Astute

Private Equity Round in 2014
Astute, Inc. specializes in customer engagement software, leveraging over 20 years of experience to help consumer companies enhance brand loyalty and drive revenue. The company's integrated suite of products offers advanced communication, relationship management, knowledge management, self-service, and analytics capabilities. By empowering agents to foster meaningful interactions with consumers, Astute enables businesses to improve operational efficiency and create positive customer experiences. Their focus on providing smart solutions positions them as a leader in the customer engagement space. For additional details, Astute's offerings can be explored on their website.
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