Francisco Partners

Francisco Partners Management, L.P. is a private equity firm based in San Francisco, California, founded in 1999. It specializes in investing in technology and technology-enabled businesses, focusing on companies undergoing strategic, technological, and operational changes. The firm manages approximately $7 billion in capital and targets control investments in private companies, with transaction values typically ranging from $30 million to $2 billion. Francisco Partners engages in various investment activities, including divisional buyouts, public-to-private transactions, growth equity financing, and strategic minority investments. It primarily seeks opportunities in sectors such as communications, financial technology, healthcare technology, software, and industrial technology, with a specific interest in companies based in North America, Western Europe, and Israel. The firm generally acquires a majority or controlling stake in its portfolio companies and often secures a seat on the Board of Directors.

Chris Adams

Partner

Ayla Ahmed

Vice President

Michael Anderson

Vice President

Brendan Austin

Vice President

Brig Badger

Vice President

Brigham Badger

Vice President, Private Equity

Cora Bai

Associate

Mike Barry

FPC Managing Operating Partner

Federico La Bella

Associate

Ravi Bhatt

Vice President

Louisa Blum

Associate

Jason Brein

Partner, Private Equity

Justin Chen

Principal

Georgi Chilikov

Managing Director, EMEA Capital Markets

William Chow

Vice President

Peter Christodoulo

Partner, Private Equity

Edward Chung

Senior Director, Operations

Evan Daar

Partner, Private Equity

William Davis

Operating Partner

Dipanjan Deb

Co-Founder and CEO

Brian Decker

Partner, Private Equity

Erik Doctor

Associate

Ashley Evans

Partner, Private Equity

Mac Fountain

Vice President

David Franks

Vice President

Gil Friedman

Operating Partner

Neil Garfinkel

Co-Founder and Partner

Eran Gorev

Partner and President of Israel, Private Equity

Bruce Grainger

FPC Managing Operating Partner

Devyn Greenberg

Associate

Ryan Greene

Managing Operating Partner

John Herr

CFO

Trevor Hopkins

Associate

Megan Karlen

Partner, Capital Markets

Rahul Kaul

Vice President

Joseph Kim

Senior Operating Partner

Christie Klauberg

Vice President

Theresa Kletch

Operating Partner

Michael E. Kohlsdorf

FPC President

Andrew Kowal

Partner, Private Equity

Nick LaGrandeur

Vice President

Ilan Lahav

Associate

Alarisse Lam

Vice President

Quentin Lathuille

Principal

Ke Li

Associate

Tao Lu

Operating Partner

Anders Mikkelsen

Vice President

Axel Moctezuma

Associate

Gerald R. Morgan

Partner

Jack Murphy

Associate

Nick Nelson

Vice President, Private Equity

Alan Ni

Partner, Private Equity

Steve Nied

Managing Operating Partner

Matthias Niederreiter

Vice President

Petri Oksanen

Partner, Private Equity and Co-Head of European Investing Efforts

Lena Peng

Associate

Ezra Perlman

Co-President

Noah Phillips

Associate

Phokion Potamianos

Partner

Coby Powers

Associate

Shiva Ramabadran

Operating Partner

Mayur Raval

Associate

Mario Razzini

Partner, Private Equity

PJ Rodriguez

Associate

Nicholas Rush

Vice President

Deepak Sabada

Vice President

Deep Shah

Co-President, Leadership, Private Equity and Credit and Partner

Meicheng Shi

Principal

Mei Shi

Principal

Monica Shi

Associate

Victoria Shih

Vice President

Karl Shum

Principal, Private Equity

Matt Spetzler

Partner, Private Equity and Co-Head of Europe

David Stevens

Senior Operating Partner

Austin Thomas

Associate

Jed Vick

Associate

Alex Waller

Associate

Caleb Wang

Associate

Kevin Wei

Principal, Private Equity

Adam Wible

Associate

Wendy Xin

Associate

Mina Zhang

Associate

Richard Zhao

Associate

Wilson Zhao

Associate

Cherry Zou

Associate

Nate Zupan

Vice President

135 past transactions

Greenslate

Private Equity Round in 2023
GreenSlate LLC is a cloud-based accounting and payroll software provider, primarily serving the entertainment industry. Founded in 2004 and based in New York, the company focuses on streamlining financial processes for its clients. Its software platform offers a variety of services, including paperless payroll processing, tax management, budget and benefit services, real-time monitoring, payroll administration, and on-demand reporting. GreenSlate's tools enable users to effectively track production expenses, manage crew payments, and maintain financial control through data exporting and integration. Originally known as Indiepay, the company rebranded to GreenSlate in June 2017, reflecting its commitment to innovation in financial management for the entertainment sector.

Terran Orbital

Post in 2022
Terran Orbital Corporation specializes in the manufacture of picosatellites, cubesats, and nanosatellites for government and commercial clients. The company provides a range of integrated systems, including the Intrepid, which supports cubesat and nanosatellite missions, and the Intrepid CubeSat Platform, offering a complete avionics solution. Additionally, they offer the Endeavour, which integrates spacecraft bus subsystems for advanced mission capabilities. Terran Orbital also develops radiation-tolerant computer systems and provides a variety of services, such as mission consulting, research and development, and launch services. The company serves a diverse clientele, including enterprises, universities, and government agencies, and has established partnerships with organizations like NASA and the Department of Defense. Founded in 2014 and located in Irvine, California, Terran Orbital aims to deliver cost-effective solutions in the new space aerospace sector while building a global constellation of nanosatellites to enhance data infrastructure in space.

Veson Nautical

Private Equity Round in 2022
Veson Nautical enables commercial maritime companies to make better business decisions and use their resources more strategically and effectively. We develop and deliver the most advanced, user-friendly, commercial maritime management and trading software solutions. They partner with leading organizations around the globe to increase productivity and drive strategic thinking. Their design-focused interfaces are simple to navigate, making it easy for people throughout an organization to share information and leverage the full capabilities of the Integrated Maritime Operations System (IMOS) and Veslink®.

AndHealth

Seed Round in 2022
AndHealth is a company focused on helping individuals reverse chronic diseases, with a particular emphasis on migraine treatment. It operates a virtual center of excellence specifically for migraines and plans to expand its services to include clinics for various autoimmune conditions, such as rheumatoid arthritis, psoriasis, ulcerative colitis, and Crohn’s disease. The company employs health coaches who specialize in therapeutic areas and utilize root cause medicine to address the underlying causes of diseases. This approach, combined with diagnostic testing and data science, aims to provide patients with effective symptom relief while streamlining their path to recovery. AndHealth collaborates with employers, health plans, public entities, and individuals to support its mission of improving health outcomes.

NZXT

Venture Round in 2021
NZXT builds PC hardware for enthusiasts and gamers globally, they continue to grow and launch new products in the market year over year. After nearly 10 years building great PC Hardware Products, they're also starting a new division to build the best PC monitoring software with integration to the cloud, web, and their hardware.

Digital Currency Group

Debt Financing in 2021
Digital Currency Group (DCG) is a corporate venture capital investment firm based in New York City, focused on building and supporting companies in the bitcoin and blockchain sectors. Established in 2015, DCG has made over 150 investments across more than 30 countries, targeting firms in financial technology, decentralized finance, and web3 infrastructure, among other areas. The company also owns and operates several key entities within the industry, including CoinDesk, a leading media and events platform, Genesis Trading, a prominent bitcoin brokerage firm, and Grayscale Investments, the largest digital currency asset management firm. Through its investments and operations, DCG aims to foster innovation and growth within the digital currency ecosystem.

MATRIXX Software

Private Equity Round in 2021
MATRIXX Software, Inc. specializes in developing cloud-native digital commerce solutions that enhance business operations for clients in various sectors, including telecommunications and digital services. The company offers a modern commerce platform designed to support global marketplaces and consumption-based services. Its technology allows users to create digital offerings, manage services, and execute flexible charging options, including prepay and post-pay models. Through its patented real-time capabilities, MATRIXX enables service providers to innovate, accelerate data monetization, and enhance customer engagement. The platform's performance significantly surpasses traditional systems, providing clients with a competitive edge. Founded in 2008 and headquartered in Saratoga, California, MATRIXX Software also operates offices in London, Dubai, and various cities across Australia and New Zealand.

Paradigm

Private Equity Round in 2021
ASG LegalTech is a novel and rapidly growing legal technology business that offers a suite of product solutions to allow lawyers to automate their firms.

Betterment

Series F in 2021
Betterment LLC is an online financial advisory firm based in New York, offering a range of services designed to optimize investment returns for individuals and businesses. Founded in 2007, the company provides access to diversified portfolios that include stock and bond exchange-traded funds (ETFs). Its offerings encompass financial planning, retirement accounts such as traditional and Roth IRAs, and tax-efficient strategies like tax loss harvesting. Betterment also features advanced tools like the Two-Way Sweep for cash management. The firm operates through three distinct channels: direct-to-consumer services, Betterment for business aimed at employers, and Betterment for advisors catering to financial professionals. With a management fee of 0.25%, Betterment enables clients to easily manage their portfolios, track activities, and make transactions anytime, anywhere.

SourceScrub

Private Equity Round in 2021
SourceScrub, Inc. develops and markets software designed for mergers and acquisitions (M&A) deal origination. Founded in 2014 and headquartered in San Francisco, the company operates additional offices in New York and Washington, D.C. Its platform provides investment professionals with access to a wealth of data on privately held companies, sourced from a variety of channels including trade shows, conferences, and industry publications. SourceScrub's tools facilitate total addressable market (TAM) analysis, data enrichment, and prospecting for investment opportunities, catering to sectors such as private equity, venture capital, investment banking, and corporate development. By ensuring the accuracy and timeliness of its data, SourceScrub aims to enhance deal flow and save valuable time for its users in the financial services industry, both domestically and internationally.

Dynamo Software

Private Equity Round in 2021
Dynamo Software has been a key player in the alternative asset investment industry since 1998, providing configurable software solutions tailored for private equity and venture capital groups, hedge funds, family offices, and institutional investors. With over 350 clients managing more than $1 trillion in assets, the company’s offerings include a comprehensive platform that integrates front, middle, and back-office functions. This platform facilitates deal management, fundraising, investment research, investor relations, and portfolio management, while also providing secure online reporting and portfolio tracking capabilities. The Massachusetts-based firm maintains a product development office in Sofia, Bulgaria, and a sales and service office in London. Through strategic partnerships with leading alternative investment firms, Dynamo Software continuously enhances productivity and communication between general and limited partnerships, addressing the complex challenges faced by the private investment landscape.

STARLIMS

Acquisition in 2021
STARLIMS specializes in providing Laboratory Information Management Software (LIMS) that enhances data management, accessibility, and integrity for various laboratory environments. The STARLIMS platform integrates an Electronic Laboratory Notebook, Scientific Document Management System, and LIMS into a single solution, catering to diverse industries such as clinical research, diagnostics, environmental science, forensics, manufacturing, petrochemicals, pharmaceuticals, biotech, and public health. By offering features that support quality assurance, testing, monitoring, research and development, and comprehensive reporting, STARLIMS enables its clients to achieve their scientific, performance, and regulatory objectives effectively.

Boomi

Acquisition in 2021
Boomi is the market-leading provider of on-demand integration technology and the creator of AtomSphere, the industry's first integration platform-as-a-service. AtomSphere connects providers and consumers of SaaS applications via a pure SaaS integration platform that does not require software or appliances. ISVs and businesses alike benefit by connecting to the industry's largest network of SaaS, PaaS, on-premise and cloud computing environments in a seamless and fully self-service model. Leading SaaS players such as salesforce.com, NetSuite, Intuit, Centive, Taleo, and Zuora rely on AtomSphere to accelerate time to market, increase sales, and eliminate the headaches associated with integration. For more information about Boomi, visit www.boomi.com.

Imagine Software

Acquisition in 2021
Founded in 1994 by a handful of technical and financial experts drawn from some of the largest and most prestigious Wall Street financial institutions, Imagine Software now consists of hundreds of professionals on four continents, supporting the needs of thousands of users worldwide. Imagine's reputation for delivering tangible competitive advantage is based upon proven innovation that enables users to stay abreast of the market. Imagine Software puts institutional-grade functionality, broad cross-asset instrument support, and the ability to employ any trading strategy in the hands of sell- and buy-side businesses of all sizes.

TradingScreen

Acquisition in 2021
TradingScreen is an independent provider of liquidity, trading, and investment technology, offering Software as a Service (SaaS) solutions to the financial community. The company aims to simplify market complexities by consolidating the execution management of both exchange-traded and over-the-counter instruments on a single platform. It connects major global sell-side participants and leading regional brokers, facilitating market access and order and liquidity management for buy-side clients. This integration allows clients to benefit from extensive reach across various counterparties, asset classes, and geographical locations. TradingScreen has received recognition as the best buy-side trading system in the Financial News Awards for Excellence in Trading and Technology. The company operates globally with offices in key financial hubs, including Chicago, Geneva, Hong Kong, London, New York, Paris, São Paulo, Singapore, Sydney, and Tokyo.

Spire

Debt Financing in 2021
Spire Global, Inc. specializes in satellite data services, leveraging a constellation of nanosatellites to provide advanced analytics in maritime, aviation, and weather tracking. The company's key products include Spire Sense, which offers ship tracking data for various applications such as trade monitoring and search and rescue, and Spire Stratus, which delivers global weather information. Spire's machine learning and analytics tools assist clients, including mining companies, governmental agencies, and port operators, in tracking vessels and monitoring environmental conditions. Founded in 2012 and headquartered in San Francisco, California, Spire Global also has offices in Glasgow and Singapore, ensuring real-time global coverage and data insights for informed decision-making.

VitalSource

Acquisition in 2021
Vital Source Technologies is a global leader in building, enhancing, and delivering e-learning content. We offer best-in-breed technology, enterprise level scalability, industry leading analytics, and the broadest digital content catalog in higher education. The VitalSource Bookshelf® platform is the most used e-textbook delivery platform in higher education. Content from more than 1000 of the world’s top academic publishers is available to Bookshelf platform users, including those living with disabilities, on a variety of operating systems and devices.

BARBRI

Acquisition in 2021
BARBRI, INC. is a Dallas-based company that specializes in bar review and exam preparation courses for law students and attorneys in the United States. Founded in 1967, BARBRI provides a range of educational services, including private tutoring, online courses, and mobile learning options. The company's offerings extend to multistate professional responsibility exam reviews and an extended bar review program aimed at second and third-year law students. Additionally, BARBRI delivers specialized training and certifications in areas such as financial crime, eDiscovery, and cyber awareness, catering to the evolving needs of legal education and practice. Through its online learning platform, BARBRI supports students and legal professionals, ensuring they meet the educational requirements of law schools and the legal industry.

MyHeritage

Acquisition in 2021
MyHeritage is the global destination for discovering, preserving and sharing family history. Our platform and DNA kits make it easy for anyone, anywhere to embark on a meaningful journey into their past and treasure their family stories for generations to come. Our powerful technology does the searching for you, revealing fascinating new details about your family history — effortlessly. The company was founded in 2003 by our CEO – entrepreneur and family historian Gilad Japhet. From a humble garage startup, MyHeritage has grown into a global company with 90 million users across 196 countries. Our 370 employees work out of bright, spacious offices in Israel, North America, and Europe to deliver an exceptional user experience in 42 languages. Guided by our core values of innovation, compassion and diversity, our team undertakes many voluntary community initiatives, using our expertise and technology to reunite families. We are delighted to go the extra mile for our users, offering 24/7 support and striving to create a true sense of community in the world of family history. In October 2013 MyHeritage was named the most promising Israeli start-up for 2013-14 by "Globes" magazine.

Zocdoc

Private Equity Round in 2021
Zocdoc, Inc. owns and operates an online platform to search and book doctors' appointments. Additionally, it offers doctors’ reviews; appointment and preventive check-up reminders; and online paper-work services. The company focuses on chiropractors, dentists, dermatologists, eye doctors, gynecologists, primary care doctors, and psychiatrists. Zocdoc, Inc. was founded in 2007 and is headquartered in New York, New York.

Native Instruments

Acquisition in 2021
Native Instruments GmbH, founded in 1996 and based in Berlin, Germany, specializes in manufacturing hardware and software for music production and DJing. The company offers a comprehensive range of DJ hardware and software, including all-in-one DJ systems, controllers, and music production systems. It is renowned for its software instruments and effects, such as REAKTOR, KONTAKT, and GUITAR RIG, which cater to various aspects of sound design and music creation. Native Instruments distributes its products through resellers and partners both domestically and internationally, as well as through its online platform. With additional offices in Los Angeles, Tokyo, Shenzhen, and London, the company aims to make music creation accessible and inclusive for all, fostering innovative solutions for enthusiasts and professionals alike. Over the years, Native Instruments has established itself as a leader in digital music creation, actively contributing to the evolution of musical technology and inspiring a diverse community of creators.

NewsBreak

Series C in 2021
News Break is an AI-powered news aggregator that delivers the most relevant local news. It aims to make local information easily accessible and abundantly available, with the goal of helping people everywhere live safer, more vibrant, more truly connected lives. Its long-term vision is to be the world’s largest intelligent local information platform, connecting and empowering local users, local content creators, and local advertisers. The company was founded in 2015 by ex-Yahoo executive Jeff Zheng, with Yahoo co-founder Jerry Yang as Advisor. News Break launched its iOS and Android apps in 2016.

iboss

Series B in 2021
iboss, Inc. specializes in providing advanced network security solutions designed to protect organizations from malware, threats, and data loss. The company offers a range of services including web security, email security, and mobile security, all of which can be deployed as on-premises, cloud-based, or hybrid solutions. Its Distributed Gateway Platform is a cloud-delivered cybersecurity solution that ensures secure internet access across various devices without the need for traditional security appliances. This platform incorporates features such as secure access service edge and browser isolation, enabling comprehensive protection against compliance issues, web filtering, and malware. Established in 2003 and headquartered in Boston, Massachusetts, iboss serves a diverse clientele that includes sectors like finance, healthcare, education, and government agencies, both in the United States and internationally. With over 110 patents and a commitment to innovation, iboss has emerged as a significant player in the cybersecurity industry, protecting more than 4,000 organizations worldwide.

CDK - International Business Segment

Acquisition in 2020
CDK - International Business Segment is a provider of automotive retail software solutions in EMEA and Asia.

MyFitnessPal

Acquisition in 2020
MyFitnessPal, Inc. offers MyFitnessPal, a calorie counter app that offers access to nutrition and calorie database. The company was founded in 2005 and is based in San Francisco, California. As of March 17, 2015, MyFitnessPal, Inc. operates as a subsidiary of Under Armour, Inc.

Forcepoint

Acquisition in 2020
Forcepoint LLC is a cybersecurity company that provides software solutions to protect users, data, and networks from insider threats and external attacks across various sectors, including financial services, healthcare, government, and public safety. The company's offerings include the TRITON APX Suite for integrated content security management, TRITON AP-EMAIL and TRITON AP-WEB for advanced threat protection, and TRITON AP-DATA and TRITON AP-ENDPOINT for insider threat monitoring and data security. Forcepoint also delivers cloud security solutions, such as TRITON AP-EMAIL Cloud and TRITON AP-WEB Cloud, to ensure safe communication and web access for users regardless of location. Additionally, the company provides network security through its Stonesoft NGFW and advanced analytics with SureView Analytics. Forcepoint's services extend to data security consulting, cybersecurity intelligence, and technical training. Founded in 2015 and based in Austin, Texas, with a center in Cork, Ireland, Forcepoint operates as a subsidiary of Raytheon Company, having formerly been known as Raytheon|Websense.

SmartBear

Private Equity Round in 2020
SmartBear is a developer of enterprise-class software development and testing tools that aim to enhance the efficiency of the business process. The company's platform integrates seamlessly with existing products, offering features such as code review, API testing, and UI-level testing across mobile, web, and desktop applications. SmartBear's tools enable organizations to automate routine tasks and effectively report on testing outcomes. By providing innovative solutions that support the building, testing, and monitoring of high-quality software, SmartBear helps enterprises ensure that their software applications perform reliably and meet user expectations.

K2

Funding Round in 2020
K2’s intuitive, cloud-based digital process automation platform gives companies the power to create modern process applications, automate workflows and transform their business. With K2, thousands of organizations worldwide and 30% of the Fortune 500 have taken control of their business processes to increase visibility and improve operational efficiency.

Sectigo

Funding Round in 2020
Sectigo is the world’s largest commercial Certificate Authority (CA) and a leading web security solutions company, enabling organizations worldwide to secure their identities, web presence and connected devices. Enterprises of all sizes rely on Sectigo for multi-layer defense against rising and more sophisticated web-based threats across websites, devices, infrastructure, and cloud – from the biggest brands to the smallest websites – so that they can secure today and seize their tomorrow.

Edifecs

Funding Round in 2020
Edifecs, Inc. specializes in healthcare software solutions that facilitate the secure exchange and processing of data among various healthcare entities, including health plans, hospitals, and government agencies. Founded in 1996 and based in Bellevue, Washington, with additional offices in Atlanta and India, Edifecs provides a comprehensive suite of products designed to enhance administrative simplification, compliance, and data integration. Its offerings include SpecBuilder for transaction processing, the XEngine server for data management, and Smart Trading as a Service for healthcare data integration. The company's solutions help clients comply with healthcare mandates like HIPAA 5010 and ICD-10 while improving healthcare outcomes and reducing costs. Edifecs also delivers implementation and managed services tailored for small and medium-sized health plans, supporting the efficient management of clinical and administrative data across the healthcare ecosystem.

GoodRx

Post in 2020
GoodRx Holdings, Inc. operates a prescription drug price comparison platform designed to help consumers find the best prices for medications across the United States. The platform aggregates pricing data from local and mail-order pharmacies, enabling users to access both generic and brand-name drug prices. GoodRx also provides pharmacy coupons, alerts for manufacturer co-pay cards, and information on state discount programs to assist customers in reducing their medication costs. The platform covers a wide range of health conditions and medications, including those related to mental health, chronic diseases, and general healthcare needs. Founded in 2015 and based in Santa Monica, California, GoodRx aims to lower healthcare expenses by connecting consumers with negotiated prices through its innovative digital tools. The company generates revenue primarily through pharmacy benefit managers, which facilitate pricing and transaction processes between consumers and pharmacies.

Redis

Series F in 2020
Redis Labs, Inc. is a technology company that specializes in an open-source, in-memory data structure platform known as Redis, which functions as a database, cache, and message broker. Founded in 2011 and headquartered in Santa Clara, California, the company provides enterprise-grade solutions for developers and businesses, including fully-managed cloud services such as Redis Cloud. The Redis platform supports a variety of data structures, including strings, hashes, and lists, and features built-in replication and high availability options. Its services are designed to enable real-time analytics, high-volume transactions, and efficient data management, addressing the challenges of latency and throughput in data processing. Redis Ltd. serves as the official sponsor of the open-source Redis project, fostering community-driven development and governance.

eSolutions

Private Equity Round in 2020
eSolutions specializes in delivering high value, cost effective, revenue cycle management services in a web-based environment. They enable their clients to maximize reimbursement for the services in the most efficient and timely manner. eSolutions has grown significantly, and they now serve thousands of providers - ranging from small, family-owned home health agencies to nationally recognized corporate health systems. But they still provide each and every one of their clients with the best service available. They aim to exceed their clients’ expectations, offering unparalleled customer service and reliability. Customer service has been and always will be the foundation of their success.

Consignor

Private Equity Round in 2020
Consignor is a software company that specializes in delivery management solutions, designed to optimize the shipping process for both large enterprises and small businesses, including startups. The platform enables users to streamline shipments, reducing costs and time while enhancing communication with customers. By providing efficient tools for managing logistics, Consignor addresses the diverse needs of its clientele, facilitating smoother operations in the shipping industry.

Consignor

Acquisition in 2020
Consignor is a software company that specializes in delivery management solutions, designed to optimize the shipping process for both large enterprises and small businesses, including startups. The platform enables users to streamline shipments, reducing costs and time while enhancing communication with customers. By providing efficient tools for managing logistics, Consignor addresses the diverse needs of its clientele, facilitating smoother operations in the shipping industry.

Edifecs

Private Equity Round in 2020
Edifecs, Inc. specializes in healthcare software solutions that facilitate the secure exchange and processing of data among various healthcare entities, including health plans, hospitals, and government agencies. Founded in 1996 and based in Bellevue, Washington, with additional offices in Atlanta and India, Edifecs provides a comprehensive suite of products designed to enhance administrative simplification, compliance, and data integration. Its offerings include SpecBuilder for transaction processing, the XEngine server for data management, and Smart Trading as a Service for healthcare data integration. The company's solutions help clients comply with healthcare mandates like HIPAA 5010 and ICD-10 while improving healthcare outcomes and reducing costs. Edifecs also delivers implementation and managed services tailored for small and medium-sized health plans, supporting the efficient management of clinical and administrative data across the healthcare ecosystem.

GAINSystems

Private Equity Round in 2020
GAINSystems, Inc. specializes in developing supply chain optimization and planning solutions. Established in 1971 and headquartered in Chicago, Illinois, with additional offices in Switzerland, the United Arab Emirates, Australia, Mexico, and the United Kingdom, the company offers services that include demand planning and forecasting, inventory and sourcing policy optimization, replenishment optimization, and supplier collaboration tools. GAINSystems serves a wide range of industries, such as aerospace and defense, retail distribution, industrial and electrical distribution, metals distribution, discrete and process manufacturing, as well as medical equipment and pharmaceuticals. The company's approach integrates considerations of error and variability across supply, demand, and operations, ensuring effective collaboration with clients to achieve optimal supply chain performance.

Metaswitch Networks

Funding Round in 2020
Metaswitch Networks Ltd. specializes in providing innovative communications software solutions, including both commercial and open-source offerings. The company develops technologies that facilitate the transition of communications networks to open, next-generation architectures, with a focus on 5G core, VoIP, voice interconnect, and messaging services. Its product suite includes the MaX by Metaswitch communications and collaboration platform, which supports multi-persona and group collaboration for both businesses and consumers. Metaswitch's solutions are utilized by numerous network operators globally, and its high-performance, fault-tolerant software is licensed by leading communications equipment manufacturers. Additionally, the company offers various technical, professional, and training services to support its clients. Founded in 1981 and originally named Data Connection Limited, Metaswitch is headquartered in Enfield, United Kingdom, with multiple locations worldwide.

Perforce Software

Private Equity Round in 2020
Perforce Software provides tools for source code management and collaboration that help companies develop complex digital products more efficiently and securely. Its primary platform, Perforce Helix, allows global teams to work together on a variety of file types, including code, CAD designs, and environment configurations. Helix accommodates both centralized and distributed workflows while protecting intellectual property through advanced behavioral analytics. Serving over 15,000 customers, including notable brands such as adidas, Samsung, NVIDIA, and Pixar, Perforce facilitates faster and higher-quality product development. The company is headquartered in Eden Prairie, Minnesota, with additional offices in California, the United Kingdom, Canada, and Australia, as well as a network of international sales partners.

Kyruus

Venture Round in 2020
Kyruus, Inc. is a provider of web-based software solutions focused on optimizing physician networks for hospitals, health systems, and life science companies. Founded in 2010 and headquartered in Boston, Massachusetts, Kyruus offers a suite of analytically driven products designed to enhance the engagement, management, and performance of healthcare providers. Its solutions include Kyruus Passport, which allows physicians to track their activity and productivity, and Kyruus Profiles, which provides administrators with tools to monitor and analyze physician performance. Additionally, the company offers Kyruus MDSeekyr for identifying high-value providers and Kyruus Insight Reports for evaluating physician network trends and performance. The ProviderMatch suite further aids hospitals in connecting patients with the most suitable providers, ensuring a seamless patient experience while aligning provider availability with patient demand. Through its proprietary data management platform, Kyruus leverages accurate data to facilitate effective appointments and enhance overall patient care.

QGenda

Private Equity Round in 2020
QGenda is a leading provider of automated healthcare workforce management software, established in 2006 and headquartered in Atlanta, GA. The company offers a subscription-based platform designed specifically for healthcare organizations, enabling more than 1,200 customers across 30 medical specialties and 5,000 hospitals to optimize their scheduling processes. QGenda's software facilitates scheduling, clinical capacity management, and labor analytics, allowing practice groups, hospitals, academic medical centers, and enterprise health systems to create effective schedules based on clinicians' skills, specialties, availability, and preferences. This service ultimately enhances workforce efficiency and supports improved patient care.

Plex Systems

Private Equity Round in 2020
Plex Systems, Inc.® delivers the first smart manufacturing platform that empowers the world’s leading innovators to make awesome products. Plex gives process and discrete manufacturers the ability to connect, automate, track and analyze every aspect of their business—from the shop floor to the top floor —to drive business transformation. Built in the cloud, the Plex Smart Manufacturing Platform includes MES, ERP, supply chain planning, Industrial IoT, quality and analytics to connect people, systems, machines, and supply chains, enabling them to lead with precision, efficiency and agility in an ever-changing market. For more information, visit www.plex.com.

GoodRx

Private Equity Round in 2020
GoodRx Holdings, Inc. operates a prescription drug price comparison platform designed to help consumers find the best prices for medications across the United States. The platform aggregates pricing data from local and mail-order pharmacies, enabling users to access both generic and brand-name drug prices. GoodRx also provides pharmacy coupons, alerts for manufacturer co-pay cards, and information on state discount programs to assist customers in reducing their medication costs. The platform covers a wide range of health conditions and medications, including those related to mental health, chronic diseases, and general healthcare needs. Founded in 2015 and based in Santa Monica, California, GoodRx aims to lower healthcare expenses by connecting consumers with negotiated prices through its innovative digital tools. The company generates revenue primarily through pharmacy benefit managers, which facilitate pricing and transaction processes between consumers and pharmacies.

Eventbrite

Post in 2020
Eventbrite, Inc. operates a ticketing and experience technology platform that facilitates the planning, promotion, and production of live events. Founded in 2006 and headquartered in San Francisco, California, the company offers a self-service platform that enables event creators to manage various types of events, including classes, conferences, fundraisers, and more. Eventbrite's services include ticket sales, online registration, event management, and mobile application capabilities, allowing users to streamline the event experience. The platform is designed to help creators reduce costs, increase their reach, and enhance ticket sales, making it a leading player in the global e-ticketing and event management industry.

Smith Technologies

Funding Round in 2020
Smith Technologies is in community pharmacy technology, long-term care technology, and public sector software.

SmartBear

Private Equity Round in 2020
SmartBear is a developer of enterprise-class software development and testing tools that aim to enhance the efficiency of the business process. The company's platform integrates seamlessly with existing products, offering features such as code review, API testing, and UI-level testing across mobile, web, and desktop applications. SmartBear's tools enable organizations to automate routine tasks and effectively report on testing outcomes. By providing innovative solutions that support the building, testing, and monitoring of high-quality software, SmartBear helps enterprises ensure that their software applications perform reliably and meet user expectations.

Smith Technologies

Acquisition in 2020
Smith Technologies is in community pharmacy technology, long-term care technology, and public sector software.

Perforce Software

Private Equity Round in 2020
Perforce Software provides tools for source code management and collaboration that help companies develop complex digital products more efficiently and securely. Its primary platform, Perforce Helix, allows global teams to work together on a variety of file types, including code, CAD designs, and environment configurations. Helix accommodates both centralized and distributed workflows while protecting intellectual property through advanced behavioral analytics. Serving over 15,000 customers, including notable brands such as adidas, Samsung, NVIDIA, and Pixar, Perforce facilitates faster and higher-quality product development. The company is headquartered in Eden Prairie, Minnesota, with additional offices in California, the United Kingdom, Canada, and Australia, as well as a network of international sales partners.

LogMeIn

Acquisition in 2019
LogMeIn, Inc. offers a comprehensive suite of cloud-based solutions focused on communication, collaboration, identity management, and customer engagement. The company provides products such as GoToMeeting, a platform for online meetings; GoToWebinar, designed for webinars; and GoToTraining, for interactive training sessions. Additionally, it offers tools like LogMeIn Pro for remote access, LastPass for password management, and Bold360 for customer engagement. Other notable services include Jive, a cloud-based phone system, and Rescue, which provides remote support and customer care. LogMeIn serves a diverse range of clients, including enterprise customers, small and medium businesses, IT service providers, and consumers. Founded in 2003 and headquartered in Boston, Massachusetts, LogMeIn was taken private in 2020.

Orchard Software

Acquisition in 2019
Orchard Software installed its first Laboratory Information System in Indianapolis, Indiana, in 1993. Since that first installation, more than 1,500 laboratories across the country have turned to Orchard Software—including all types and sizes of multi-site and multi-specialty clinics and physician office laboratories, hospitals, regional reference labs, fertility clinics, veterinary labs, university student health services, research laboratories, pain management clinics, and public health organizations.

Lucidworks

Series F in 2019
Lucidworks, Inc. specializes in AI-powered search engine software, primarily through its flagship platform, Lucidworks Fusion. This platform integrates various features such as artificial intelligence, machine learning, and hyper-personalization to enhance search capabilities for enterprises. It serves diverse industries, including e-commerce, financial services, telecommunications, and publishing, providing solutions for digital workplaces, commerce, and search engine replacement. Additionally, Lucidworks offers the Connected Experience Cloud (CXC), which utilizes user signals to create personalized omnichannel digital experiences. Major brands like Lenovo, Morgan Stanley, and Cisco Systems utilize Lucidworks' products to improve product discovery, customer service, and knowledge management. Founded in 2007, the company is headquartered in San Francisco, California.

Tile

Series C in 2019
Tile, Inc. specializes in designing and delivering tracking devices and mobile applications that help users locate their personal belongings, such as keys, wallets, and phones. The company offers a range of products, including Tile Mate, a compact device for attaching to items like keys and luggage; Tile Slim, a Bluetooth tracker designed to fit into wallets and purses; and the Tile Sport and Style series, which includes Bluetooth trackers with integrated applications for everyday item retrieval. With a presence in various international markets including the United States, Canada, Europe, and Asia, Tile serves a global community that utilizes its cloud-based platform to track more than six million unique items daily. Founded in 2012 and headquartered in San Mateo, California, Tile also maintains an office in Vancouver, Canada.

Perforce Software

Corporate Round in 2019
Perforce Software provides tools for source code management and collaboration that help companies develop complex digital products more efficiently and securely. Its primary platform, Perforce Helix, allows global teams to work together on a variety of file types, including code, CAD designs, and environment configurations. Helix accommodates both centralized and distributed workflows while protecting intellectual property through advanced behavioral analytics. Serving over 15,000 customers, including notable brands such as adidas, Samsung, NVIDIA, and Pixar, Perforce facilitates faster and higher-quality product development. The company is headquartered in Eden Prairie, Minnesota, with additional offices in California, the United Kingdom, Canada, and Australia, as well as a network of international sales partners.

LiveU

Acquisition in 2019
LiveU is a provider of live video streaming solutions designed for television, mobile, online broadcasters, news agencies, and social media platforms. Established in 2006 and headquartered in Hackensack, New Jersey, the company specializes in portable video-over-cellular technologies that enhance the digital video acquisition process for news gathering and live broadcasting. LiveU's offerings include a range of products such as field units, encoders, and decoders, alongside cloud-based software solutions like LiveU Matrix for video management and distribution. The company serves a diverse clientele that includes international and local TV networks, sports channels, media groups, and various enterprises, enabling them to transmit live video reliably across multiple platforms. Additionally, LiveU's technology is utilized in areas such as public safety, event broadcasting, and remote production, ensuring a consistent and high-quality connection for users worldwide.

LiveU

Venture Round in 2019
LiveU is a provider of live video streaming solutions designed for television, mobile, online broadcasters, news agencies, and social media platforms. Established in 2006 and headquartered in Hackensack, New Jersey, the company specializes in portable video-over-cellular technologies that enhance the digital video acquisition process for news gathering and live broadcasting. LiveU's offerings include a range of products such as field units, encoders, and decoders, alongside cloud-based software solutions like LiveU Matrix for video management and distribution. The company serves a diverse clientele that includes international and local TV networks, sports channels, media groups, and various enterprises, enabling them to transmit live video reliably across multiple platforms. Additionally, LiveU's technology is utilized in areas such as public safety, event broadcasting, and remote production, ensuring a consistent and high-quality connection for users worldwide.

PayScale

Acquisition in 2019
PayScale, Inc. specializes in cloud-based compensation software designed for both individuals and businesses. The company offers a suite of solutions including Insight Expert, which streamlines salary benchmarking and assists in setting pay ranges, managing pay increases, and generating executive reports. It also features tools for pricing jobs across various geographies and industries, along with Insight Lab, which provides HR professionals with data-driven compensation insights. In addition to software, PayScale offers professional services to evaluate and enhance current compensation structures, develop strategies, and provide ongoing management and training for effective compensation conversations. The company serves a diverse range of industries, including healthcare, manufacturing, and technology, and has a customer base of over 8,000 organizations, from small businesses to large corporations. Founded in 2002 and headquartered in Seattle, Washington, PayScale also has offices in Kentucky, Colorado, and North Carolina.

EG A/S

Acquisition in 2019
EG A/S is a provider of IT solutions based in Denmark, offering services both domestically and internationally. The company specializes in consultancy and programming, as well as the development of knowledge-based solutions, particularly for Danish local authorities. It delivers a range of enterprise resource planning (ERP) systems, including popular platforms such as Dynamics AX, Dynamics NAV, and SAP. Additionally, EG A/S offers comprehensive business consulting services that encompass business intelligence, budgeting, CRM, and process optimization. The company also focuses on public administration and citizen service solutions, developing subscription-based, industry-specific cloud services to support customers across various sectors, including manufacturing, construction, retail, and public services.

Civitas Learning

Private Equity Round in 2019
Civitas Learning, Inc. is a technology company that provides a predictive analytics platform aimed at enhancing student success in higher education. The platform aggregates and analyzes disparate data sources to deliver actionable insights to administrators, faculty, advisors, and students. Key offerings include a student insights platform that provides a comprehensive view of the student journey, the illume application for historical and predictive student flow analysis, and Inspire for Faculty, which visualizes engagement patterns in real-time. Additionally, Civitas Learning offers Hoot.me, a crowd-sourced Q&A platform, and College Scheduler, a cloud-based solution designed to streamline the degree completion process. The company collaborates with 375 colleges and universities across the United States, the United Kingdom, Ireland, and Mexico, serving nearly 8 million students. Founded in 2011 and headquartered in Austin, Texas, Civitas Learning aims to leverage data to help institutions improve outcomes and increase graduation rates.

Redis

Series E in 2019
Redis Labs, Inc. is a technology company that specializes in an open-source, in-memory data structure platform known as Redis, which functions as a database, cache, and message broker. Founded in 2011 and headquartered in Santa Clara, California, the company provides enterprise-grade solutions for developers and businesses, including fully-managed cloud services such as Redis Cloud. The Redis platform supports a variety of data structures, including strings, hashes, and lists, and features built-in replication and high availability options. Its services are designed to enable real-time analytics, high-volume transactions, and efficient data management, addressing the challenges of latency and throughput in data processing. Redis Ltd. serves as the official sponsor of the open-source Redis project, fostering community-driven development and governance.

Qualcomm Life

Acquisition in 2019
Qualcomm Life is mobilizing health care to improve lives and advance the capabilities of medical devices. Qualcomm Life is focused on device connectivity and data management, empowering medical device manufacturers to deliver wireless health quickly and easily to those who need it.

TalentSoft

Series D in 2019
TalentSoft SA is a developer of cloud-based talent management software, founded in 2007 and based in Boulogne-Billancourt, France. The company offers a comprehensive suite of solutions that support various aspects of talent management, including employee recruitment, performance appraisal, career development, learning, and compensation management. Its software facilitates multilingual employee portals, enhances employer branding, and allows for the customization of appraisal documents and development plans. Additionally, TalentSoft promotes internal mobility and provides tools for effective workforce and competency planning. The company has established a global presence with subsidiaries and partnerships across Africa, North America, Asia, and Europe, demonstrating its commitment to international growth. TalentSoft’s innovative approach and strategic collaborations with major technology firms, such as Microsoft, have solidified its position as a leader in the SaaS-based talent management sector.

Bybox

Corporate Round in 2018
ByBox Holdings Limited is a technology company based in Didcot, United Kingdom, specializing in supply chain solutions. Founded in 2000, it offers an integrated software platform called Thinventory, which streamlines inventory management and connects various supply chain components. Thinventory includes several solutions, such as Thinventory Enterprise, Thinventory Lite, and Thinventory Basics, catering to different levels of visibility and tracking needs. ByBox operates a 24/7 distribution network that delivers mission-critical parcels to field-based engineers across the UK and Europe, boasting an industry-leading first-time delivery success rate of 99.77% for pre-8am deliveries. The company has recently expanded its offerings by acquiring Echo, which enhances its courier and logistical support services. ByBox's operations are managed through a single IT system that integrates call center functions, tracking, billing, and complete supply chain management, ensuring efficient service delivery and easy tracking throughout the supply chain.

GoodRx

Private Equity Round in 2018
GoodRx Holdings, Inc. operates a prescription drug price comparison platform designed to help consumers find the best prices for medications across the United States. The platform aggregates pricing data from local and mail-order pharmacies, enabling users to access both generic and brand-name drug prices. GoodRx also provides pharmacy coupons, alerts for manufacturer co-pay cards, and information on state discount programs to assist customers in reducing their medication costs. The platform covers a wide range of health conditions and medications, including those related to mental health, chronic diseases, and general healthcare needs. Founded in 2015 and based in Santa Monica, California, GoodRx aims to lower healthcare expenses by connecting consumers with negotiated prices through its innovative digital tools. The company generates revenue primarily through pharmacy benefit managers, which facilitate pricing and transaction processes between consumers and pharmacies.

LegalZoom

Secondary Market in 2018
LegalZoom is a well-known provider of online legal services in the United States, catering primarily to small businesses and families. Established with the mission of making legal resources accessible to all, LegalZoom combines technology with the expertise of experienced attorneys to deliver high-quality and affordable legal services. The company's offerings include legal document preparation, ongoing compliance assistance, tax advice, business licenses, trademark filings, accounting services, virtual mailbox solutions, e-signature capabilities, and estate planning. Since its inception, LegalZoom has served nearly two million clients, with its documents recognized in all 50 states. The company is committed to ensuring that legal processes are straightforward and accessible, reflecting its dedication to customer satisfaction.

Renaissance Learning

Acquisition in 2018
Renaissance Learning is a prominent provider of computer-based assessment technology and school improvement programs for pre-kindergarten through senior high schools globally. Founded in 1986 by Judith and Terrance Paul, the company offers a range of educational software products that address various subjects, including reading, mathematics, and writing. Key offerings include Accelerated Reader, STAR Reading, and Accelerated Math, which facilitate personalized learning and progress monitoring. The company also provides tools for English language learners and classroom engagement, along with resources such as handbooks, workbooks, and professional development services. Renaissance Learning's solutions enable educators to assess student performance, inform instruction, and support individualized learning paths. Its headquarters is located in Wisconsin Rapids, Wisconsin, and it serves a diverse clientele that includes teachers, school librarians, and district personnel, both in the United States and internationally.

VeriFone

Acquisition in 2018
Verifone is a California-based company specializing in electronic payment solutions for merchants, consumers, and financial institutions worldwide. The company offers a diverse range of products, including countertop payment systems, mobile point-of-sale devices, PIN pads, and unattended payment solutions designed for high-transaction environments. Verifone's services encompass software solutions for card acceptance, mobile payments, and security, as well as cloud-based managed services. Its devices facilitate various payment methods, including credit and debit cards, contactless payments, and electronic benefits transfers. Verifone serves a wide array of sectors, including retail, healthcare, government organizations, and petroleum companies. Established in 1981 and headquartered in San Jose, California, Verifone aims to provide a seamless payment experience by integrating advanced technology and support services into its offerings.

Bomgar

Acquisition in 2018
Bomgar Corporation is the worldwide leader in secure, appliance-based remote support solutions. The company's enterprise-grade solutions enable technology support staff to gain remote control of a desktop, laptop, kiosk, unattended system or mobile device and troubleshoot it as if they were physically present. Bomgar's award-winning solutions enable organizations to improve IT support efficiency by securely accessing and managing virtually any system — Windows, Mac, Linux, BlackBerry, the iPhone, iPad, Android and most versions of Windows Mobile, regardless of their location. With Bomgar, organizations can improve IT operational efficiency and customer satisfaction while dramatically reducing costs. Bomgar is used by enterprises across a variety of industries, including high-tech companies, insurance and financial institutions, hospitals and healthcare organizations, government institutions, and colleges and universities. Bomgar also works with a wide range of IT outsourcers, systems integrators, software vendors, and internet service providers. More than 5,500 companies around the world have deployed Bomgar's enterprise-class solutions, including Acme Truck Line, Antek, Beringer, DJO, ICE Systems, Johns Hopkins Bloomberg, MIT, Novell and Zappos.com. Bomgar is the worldwide leader in secure, appliance-based remote support solutions. The company's award-winning solutions enable organizations to improve IT support efficiency by securely accessing and managing virtually any system — Windows, Mac, Linux, BlackBerry, the iPhone, iPad and most versions of Windows Mobile, regardless of their location. More than 5,500 companies around the world have deployed Bomgar's enterprise-class solutions to rapidly transform their IT support functions and significantly improve operational efficiency and customer satisfaction while dramatically reducing costs. Bomgar is privately-held with offices in Jackson, Atlanta, San Francisco, Washington D.C., Paris and London. In 2010, Bomgar was named one of the fastest-growing technology companies in America by Deloitte.

Discovery Education

Acquisition in 2018
Discovery Education is a provider of digital curriculum resources and professional development tailored for K-12 classrooms. With a focus on standards-aligned content, the company offers a range of digital textbooks, multimedia resources, and interactive lessons designed to enhance teaching and learning experiences. Serving approximately 4.5 million educators and 45 million students across over 140 countries, Discovery Education aims to foster academic achievement globally. The company collaborates with educational districts and organizations to deliver customized solutions that support diverse learners. Its offerings include real-time assessments, virtual experiences, and professional learning opportunities, all designed to engage students and support educators in navigating the digital learning landscape. Inspired by the vision of Discovery, Inc., Discovery Education is dedicated to transforming classrooms and inspiring a passion for learning through innovative educational resources.

Connecture

Acquisition in 2018
Connecture, Inc. provides Web-based sales, service, and process automation solutions to the private Medicare insurance industry, including Medicare Advantage and Prescription Drug Plans. The company offers the PlanCompare and DrugCompare product suites, via SaaS installations for Medicare carriers and PBMs. It also provides on-site software installation and integration, and managed hosting solutions, as well as customer support services for health insurance companies. Connecture, Inc. divested its non-Medicare insurance products and now focuses exclusively on Medicare insurers and PBMs, originally served by acquired company DRX. The company was acquired by Harris Computer Systems in October, 2019 and is headquartered in Milwaukee, Wisconsin.

Seahawk Holdings

Debt Financing in 2017
Seahawk Holdings operates as a parent company that holds both SonicWALL and Quest.

Pet Circle

Private Equity Round in 2017
Pet Circle is an online pet store based in Australia that specializes in the home delivery of pet food and accessories. The company provides a wide selection of premium dog and cat food brands, as well as medications, toys, and various pet-related accessories. By offering convenient delivery services, Pet Circle enables pet owners to easily access essential supplies, ensuring that they can care for their pets effectively.

Comodo SSL Store

Acquisition in 2017
ComodoSSLStore is one of the largest global SSL certificate providers. SSL Certificates from Comodo, a leading certificate authority trusted for its PKI Certificate solutions including, 256 bit SSL Certificates, EV SSL Certificates, Wildcard SSL Certificates, Unified Communications Certificates and Custom Client E-Mail Certificates, increasing consumer trust in transacting business online, information security through strong encryption, and satisfying industry best practices & security compliance requirements with SSL. Comodo SSL delivers advanced online security and visually creates trust by displaying Comodo’s accepted business validated SSL Certificate, Comodo SSL. Comodo SSL is the guaranteed solution to secure your Internet server and provide visual security guarantees to your website visitors. Comodo SSL certificates are 2048-bit and attached to our original Corner of Trusted Logo that directly builds trust of visitors.

Availity

Private Equity Round in 2017
Availity, L.L.C. is a Jacksonville, Florida-based company that specializes in internet-based health information exchange services. Founded in 2001, Availity enhances the communication flow among healthcare providers, health plans, and other stakeholders. Its offerings include various solutions such as CareRead, which facilitates patient information entry via magnetic stripe-enabled member ID cards, and CareProfile, which provides access to electronic health records. The company also offers patient communication tools for online interactions and appointment requests, as well as CarePrescribe, an electronic prescribing system that ensures up-to-date medication information and drug interaction checks. Additionally, Availity’s CareCost Estimator determines patient financial responsibilities in real-time, while CareCollect streamlines the collection of patient payments through card swipes. Availity serves a diverse clientele, including physician offices, hospitals, integrated delivery networks, pharmacies, laboratories, and imaging centers.

Dynamo Software

Acquisition in 2017
Dynamo Software has been a key player in the alternative asset investment industry since 1998, providing configurable software solutions tailored for private equity and venture capital groups, hedge funds, family offices, and institutional investors. With over 350 clients managing more than $1 trillion in assets, the company’s offerings include a comprehensive platform that integrates front, middle, and back-office functions. This platform facilitates deal management, fundraising, investment research, investor relations, and portfolio management, while also providing secure online reporting and portfolio tracking capabilities. The Massachusetts-based firm maintains a product development office in Sofia, Bulgaria, and a sales and service office in London. Through strategic partnerships with leading alternative investment firms, Dynamo Software continuously enhances productivity and communication between general and limited partnerships, addressing the complex challenges faced by the private investment landscape.

NMI

Acquisition in 2017
NMI provides payments enablement technology that enables ISOs, VARs, ISVs and payment facilitators to offer their own branded payment gateway services, allowing them to benefit from being a payment gateway without building or maintaining their own technology. Our exceptional team of software engineers has created a security-focused, feature-rich and omni-channel payment gateway platform that partners can completely and transparently brand, removing NMI from their merchant customers’ view.

iconectiv

Private Equity Round in 2017
At iconectiv, they envision a world without boundaries, where the ability to access and exchange information is simple, secure and seamless. As the authoritative partner of the communications industry for more than 30 years, their market-leading solutions enable the interconnection of networks, devices, and applications for more than two billion people every day. Working closely with private, government and non-governmental organizations, iconectiv has intimate knowledge of the intricacies and complexities of creating, operating and securing the telecommunications infrastructure for service providers, governments and enterprises. iconectiv provides network and operations management, numbering, registry, messaging and fraud and identity solutions to more than 1,200 customers globally. A US-based company, Telcordia Technologies, doing business as iconectiv, is a wholly owned subsidiary of Ericsson.

Betterment

Series E in 2017
Betterment LLC is an online financial advisory firm based in New York, offering a range of services designed to optimize investment returns for individuals and businesses. Founded in 2007, the company provides access to diversified portfolios that include stock and bond exchange-traded funds (ETFs). Its offerings encompass financial planning, retirement accounts such as traditional and Roth IRAs, and tax-efficient strategies like tax loss harvesting. Betterment also features advanced tools like the Two-Way Sweep for cash management. The firm operates through three distinct channels: direct-to-consumer services, Betterment for business aimed at employers, and Betterment for advisors catering to financial professionals. With a management fee of 0.25%, Betterment enables clients to easily manage their portfolios, track activities, and make transactions anytime, anywhere.

Sandvine

Acquisition in 2017
Sandvine Corporation specializes in subscriber experience assurance solutions utilizing deep packet inspection (DPI) technology for network operators globally. The company's PacketLogic solutions provide insights that help operators ensure a high-quality experience for internet-connected devices. Additionally, Sandvine offers the network application visibility library (NAVL), an embedded DPI software engine that classifies network traffic in real-time. Its products are sold under the PacketLogic and NAVL brands through various channels, including direct sales, resellers, and distributors across multiple regions, including the Americas, Asia Pacific, Europe, the Middle East, and Africa. Sandvine serves a diverse clientele, including mobile and broadband service providers, cable operators, telecommunications companies, and various enterprise customers such as educational institutions and government agencies. The company has a strategic partnership with Mobily to enhance customer experiences through active network intelligence. Founded in 2002 and headquartered in Fremont, California, Sandvine was formerly known as Procera Networks, Inc. before rebranding in 2017.

SmartBear

Acquisition in 2017
SmartBear is a developer of enterprise-class software development and testing tools that aim to enhance the efficiency of the business process. The company's platform integrates seamlessly with existing products, offering features such as code review, API testing, and UI-level testing across mobile, web, and desktop applications. SmartBear's tools enable organizations to automate routine tasks and effectively report on testing outcomes. By providing innovative solutions that support the building, testing, and monitoring of high-quality software, SmartBear helps enterprises ensure that their software applications perform reliably and meet user expectations.

R2Net

Private Equity Round in 2017
R2Net Inc., founded in 2007 and based in New York, provides tailored solutions for the jewelry industry, focusing on enhancing the operations of brick-and-mortar stores. The company operates an advanced e-commerce and supply chain platform that links manufacturers, retailers, and consumers within the diamond industry. R2Net owns several brands, including JamesAllen.com, Segoma, D-Market, and Brio Animation Studio. JamesAllen.com is known for its innovative technology that offers highly detailed 360° HD images of over 150,000 conflict-free, certified diamonds, allowing customers to shop and customize their jewelry conveniently online. This platform has experienced significant growth, with sales increasing substantially over the past few years as consumers appreciate the simplicity, transparency, and value it provides in the engagement ring shopping experience. Additionally, R2Net offers services such as display technology, inventory management, and omni-channel retailing to further support traditional jewelry retailers in adapting to digital commerce.

James Allen

Private Equity Round in 2017
JamesAllen.com, one of the fastest growing online retailers of engagement rings and loose diamonds, has grown its sales by more than 2.5x in the last two years as consumers have embraced the company’s use of technology to bring simplicity, selection, pricing transparency and overall value to the engagement ring shopping process. JamesAllen.com visitors can shop directly for the exact diamond they want and then design or customize their own personalized jewelry pieces. Using the company’s proprietary Diamond Display Technology, consumers can view each of the site’s 150,000+ conflict-free, fully certified loose diamonds, as well as hundreds of ring settings, in 360° HD and zoomed up to 40x. JamesAllen.com operates almost exclusively online, with the exception of its by-invitation-only showroom in New York City.

Connecture

Post in 2017
Connecture, Inc. provides Web-based sales, service, and process automation solutions to the private Medicare insurance industry, including Medicare Advantage and Prescription Drug Plans. The company offers the PlanCompare and DrugCompare product suites, via SaaS installations for Medicare carriers and PBMs. It also provides on-site software installation and integration, and managed hosting solutions, as well as customer support services for health insurance companies. Connecture, Inc. divested its non-Medicare insurance products and now focuses exclusively on Medicare insurers and PBMs, originally served by acquired company DRX. The company was acquired by Harris Computer Systems in October, 2019 and is headquartered in Milwaukee, Wisconsin.

myON

Acquisition in 2017
myON LLC is a cloud-based literacy software company focused on the K-12 education market, founded in 2011 and located in Edina, Minnesota. As a subsidiary of Renaissance Learning Inc., myON offers a personalized digital literacy environment that enhances learning experiences for both teachers and students. The platform provides unlimited access to a vast collection of over 13,000 enhanced digital books, complete with multimedia supports and a Literacy Toolkit designed to enrich the educational ecosystem. With embedded Lexile assessments, myON delivers real-time, actionable data regarding student engagement, including the number and type of books read, time spent reading, and results from benchmark assessments. By facilitating personalized literacy instruction, myON aims to empower students and expand their learning opportunities.
Avalon Healthcare Solutions is a laboratory benefits management company based in Tampa, Florida, that focuses on optimizing the management of diagnostic laboratory tests. Established in 2013, Avalon offers a technology and service platform designed to assist health plans in processing laboratory claims. This platform incorporates evidence-based medical science to create clinical policies and proprietary software, facilitating effective management of laboratory services. Avalon aims to ensure that patients receive the appropriate tests at the right time and in the correct setting, promoting effective treatments and improving clinical outcomes. Additionally, the company provides solutions for cost containment, lab service change management, and tools for detecting fraud, waste, and abuse within the healthcare system.

Trellis Rx

Private Equity Round in 2016
Trellis Rx, LLC is a technology-enabled specialty pharmacy service provider based in Atlanta, Georgia, that collaborates with health systems to enhance their pharmacy services. Founded in 2016, the company offers an end-to-end suite of products designed to improve the medication therapy experience for patients with chronic and complex conditions. Trellis Rx provides direct access to pharmacists and patient liaisons in clinical settings, delivering concierge-level clinical and administrative support throughout the treatment process. By partnering with health systems, Trellis Rx aims to build and operate specialty pharmacies that align with their clients' brands, ultimately driving better clinical outcomes and patient experiences.

Prometheus Group

Acquisition in 2016
Prometheus Group specializes in enterprise asset management software designed to enhance maintenance and operational efficiency for asset-intensive industries such as oil and gas, chemicals, pulp and paper, mining and metals, and utilities. The Prometheus Platform comprises six integrated solutions that can be deployed on various devices, offering real-time data updates and seamless connectivity between field technicians and management systems. Key modules include Planning & Scheduling, which streamlines maintenance strategies; a Mobile app that facilitates asset management tasks in the field; and a Permitting & Isolations module that addresses compliance and safety concerns. Additionally, the Reporting & Analytics module provides actionable insights from curated metrics, while the Turnaround & Outage Management module oversees the entire lifecycle of maintenance projects. The Master Data Governance module ensures data accuracy and consistency across systems, making it ideal for new implementations and mergers. Overall, Prometheus Group’s offerings empower clients to optimize their operations and improve work processes for a competitive edge.

Dell Software

Acquisition in 2016
Dell Software makes it easy to securely manage and protect applications, systems, devices and data to help organizations of all sizes fully deliver on the promise of technology. Our simple yet powerful software – combined with Dell hardware and services – provide scalable, integrated solutions to drive value and accelerate results. Whether it's Windows infrastructure, the cloud and mobile computing, or networks, databases and business intelligence, we dramatically reduce complexity and risk to unlock the power of IT.

Capsilon

Venture Round in 2016
Capsilon Corporation develops cloud-based technology solutions specifically for the mortgage industry in the United States. The company offers several products, including Capsilon IQ, a SaaS platform that integrates process automation with advanced data recognition and extraction technology to enhance efficiency throughout the mortgage lifecycle. Additionally, Capsilon Digital Underwriter equips users with tools for income calculation, credit analysis, and eligibility assessment based on predefined business rules. Capsilon Document Audit identifies missing documents and alerts relevant parties in real time, while Capsilon Data Audit allows users to detect and compare data discrepancies and supporting documentation. Since its incorporation in 2001 and based in San Francisco, Capsilon has been instrumental in helping mortgage lenders, investors, and servicers transition from paper-based processes to efficient electronic workflows.

QGenda

Private Equity Round in 2016
QGenda is a leading provider of automated healthcare workforce management software, established in 2006 and headquartered in Atlanta, GA. The company offers a subscription-based platform designed specifically for healthcare organizations, enabling more than 1,200 customers across 30 medical specialties and 5,000 hospitals to optimize their scheduling processes. QGenda's software facilitates scheduling, clinical capacity management, and labor analytics, allowing practice groups, hospitals, academic medical centers, and enterprise health systems to create effective schedules based on clinicians' skills, specialties, availability, and preferences. This service ultimately enhances workforce efficiency and supports improved patient care.

SintecMedia

Acquisition in 2016
SintecMedia Ltd. engages in the design and implementation of management systems for the broadcast, cable, and satellite industries. It offers OnAir, a broadcast management system, which manages airtime sales, traffic, programming, and promotion campaigns. The company also provides system configuration, data migration, training, integration, support and maintenance, and project management services. Its product is used in various networks in North America, Europe, and Asia. The company was founded in 2000 and is based in New York, New York with additional offices in Denver, Toronto, London, and Jerusalem. SintecMedia Ltd. is a former subsidiary of Sintec Advanced Technologies, Ltd.

Betterment

Series E in 2016
Betterment LLC is an online financial advisory firm based in New York, offering a range of services designed to optimize investment returns for individuals and businesses. Founded in 2007, the company provides access to diversified portfolios that include stock and bond exchange-traded funds (ETFs). Its offerings encompass financial planning, retirement accounts such as traditional and Roth IRAs, and tax-efficient strategies like tax loss harvesting. Betterment also features advanced tools like the Two-Way Sweep for cash management. The firm operates through three distinct channels: direct-to-consumer services, Betterment for business aimed at employers, and Betterment for advisors catering to financial professionals. With a management fee of 0.25%, Betterment enables clients to easily manage their portfolios, track activities, and make transactions anytime, anywhere.

Connecture

Post in 2016
Connecture, Inc. provides Web-based sales, service, and process automation solutions to the private Medicare insurance industry, including Medicare Advantage and Prescription Drug Plans. The company offers the PlanCompare and DrugCompare product suites, via SaaS installations for Medicare carriers and PBMs. It also provides on-site software installation and integration, and managed hosting solutions, as well as customer support services for health insurance companies. Connecture, Inc. divested its non-Medicare insurance products and now focuses exclusively on Medicare insurers and PBMs, originally served by acquired company DRX. The company was acquired by Harris Computer Systems in October, 2019 and is headquartered in Milwaukee, Wisconsin.
Avalon Healthcare Solutions is a laboratory benefits management company based in Tampa, Florida, that focuses on optimizing the management of diagnostic laboratory tests. Established in 2013, Avalon offers a technology and service platform designed to assist health plans in processing laboratory claims. This platform incorporates evidence-based medical science to create clinical policies and proprietary software, facilitating effective management of laboratory services. Avalon aims to ensure that patients receive the appropriate tests at the right time and in the correct setting, promoting effective treatments and improving clinical outcomes. Additionally, the company provides solutions for cost containment, lab service change management, and tools for detecting fraud, waste, and abuse within the healthcare system.

GoodRx

Private Equity Round in 2015
GoodRx Holdings, Inc. operates a prescription drug price comparison platform designed to help consumers find the best prices for medications across the United States. The platform aggregates pricing data from local and mail-order pharmacies, enabling users to access both generic and brand-name drug prices. GoodRx also provides pharmacy coupons, alerts for manufacturer co-pay cards, and information on state discount programs to assist customers in reducing their medication costs. The platform covers a wide range of health conditions and medications, including those related to mental health, chronic diseases, and general healthcare needs. Founded in 2015 and based in Santa Monica, California, GoodRx aims to lower healthcare expenses by connecting consumers with negotiated prices through its innovative digital tools. The company generates revenue primarily through pharmacy benefit managers, which facilitate pricing and transaction processes between consumers and pharmacies.

ShoreGroup

Private Equity Round in 2015
ShoreGroup Solutions LLC specializes in developing software and networking management service solutions tailored for enterprises, cloud providers, medium to large businesses, and government agencies. The company's primary offerings include CaseSentry, a vendor-agnostic platform designed for the effective monitoring and management of unified communications, collaboration, contact centers, and business applications. Additionally, ShoreGroup provides ShorePatrol, which encompasses monitoring, incident management, and problem management services. The company also delivers a range of IT professional services, including cloud services management, technology adoption, and operational support. ShoreGroup operates through a network of channel partners and has established a strategic relationship with Cisco Systems. Founded in 1999 and headquartered in New York, ShoreGroup has multiple locations across the United States and operates as a subsidiary of Axispoint Technology Solutions Group, Inc.

ClickSoftware Technologies

Acquisition in 2015
ClickSoftware Technologies Ltd. specializes in software solutions for workforce management and service operations across various regions, including the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Israel. Founded in 1979 and headquartered in Petach Tikva, Israel, the company provides a range of products designed to optimize service scheduling and enhance productivity. Its offerings include ClickSchedule for efficient routing, ClickMobile for enterprise-level mobile workforce solutions, and tools like ClickAnalyze and ClickDashboard for performance monitoring and analytics. Additionally, ClickLocate captures real-time location data of field service personnel, while ClickContact manages customer interactions. As of October 2019, ClickSoftware operates as a subsidiary of salesforce.com, inc., further strengthening its capabilities in the service industry. The company's innovative solutions enable organizations to automate scheduling, improve operational efficiency, and enhance customer satisfaction.

HealthcareSource

Acquisition in 2015
HealthcareSource HR, Inc. specializes in developing talent management software solutions tailored for the healthcare industry in the United States. The company offers its Quality Talent Suite, which includes a range of tools designed to help hospitals, staffing agencies, and senior living facilities build and maintain a skilled workforce. Key components of this suite encompass applicant tracking and onboarding, employee performance management, compensation planning, recruitment marketing, and competency management. Additionally, the suite features learning management systems and eLearning libraries that support clinical education and compliance training. With a client base exceeding 3,300 healthcare organizations, HealthcareSource emphasizes the importance of recruiting, retaining, and developing quality talent to ensure excellent patient care. Founded in 1989 and based in Woburn, Massachusetts, the company has received recognition for its innovative solutions and has earned the endorsement of the American Hospital Association.

Procera Networks

Acquisition in 2015
Procera Networks, Inc. delivers Intelligent Policy Enforcement (IPE) solutions, leveraging advanced Deep Packet Inspection (DPI) technology, designed to enable carriers, services providers and higher education institutions to improve the quality and lifetime of their networks, better monetize their infrastructure investments, control hazards, and create attractive services for their users by making qualified business decisions based on granular user and traffic intelligence. Procera's core product suite, the PacketLogic line of platforms, is an engine that drives the PCC (Policy and Charging Control) ecosystem, by enforcing advanced network and service policies.

K2

Series C in 2015
K2’s intuitive, cloud-based digital process automation platform gives companies the power to create modern process applications, automate workflows and transform their business. With K2, thousands of organizations worldwide and 30% of the Fortune 500 have taken control of their business processes to increase visibility and improve operational efficiency.

Betterment

Series D in 2015
Betterment LLC is an online financial advisory firm based in New York, offering a range of services designed to optimize investment returns for individuals and businesses. Founded in 2007, the company provides access to diversified portfolios that include stock and bond exchange-traded funds (ETFs). Its offerings encompass financial planning, retirement accounts such as traditional and Roth IRAs, and tax-efficient strategies like tax loss harvesting. Betterment also features advanced tools like the Two-Way Sweep for cash management. The firm operates through three distinct channels: direct-to-consumer services, Betterment for business aimed at employers, and Betterment for advisors catering to financial professionals. With a management fee of 0.25%, Betterment enables clients to easily manage their portfolios, track activities, and make transactions anytime, anywhere.
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