Serent Capital is a private equity firm established in 2008 and headquartered in San Francisco, California. The firm specializes in investing in successful companies that provide effective solutions to meet customer needs, primarily focusing on software-as-a-service and service business models across various sectors, including business services, education, finance, and healthcare. By targeting established businesses, Serent Capital aims to support their growth and navigate the evolving challenges they encounter. As a Registered Investment Adviser, the firm is dedicated to fostering the development of its portfolio companies while delivering value to its investors.
PlotBox is a developer of a cemetery management software used to facilitate cemeteries operation services. Its software offers records management that bring all deceased records together into a quickly searchable database that includes images of headstones and paper records, generate pre and at-need contracts with ease, interpret financial data as well as manages all the administration related to burials and cremations including finance and reporting that enable clients to generate leads and revenue for cemeteries and improves service levels for families.
Casino Cash Trac
Private Equity Round in 2025
Casino Cash Trac specializes in providing comprehensive accounting solutions for the casino industry through its flagship product, Casino Insight. This suite of tools is designed to manage the entire accounting operations of casinos, offering valuable insights from vault management to general ledger reporting. In addition to accounting functions, Casino Insight also incorporates business intelligence and campaign management features, enabling casinos to optimize their financial performance and operational efficiency. By focusing on the unique needs of the gaming sector, Casino Cash Trac aims to enhance financial oversight and streamline overall accounting processes for its clients.
Finys
Private Equity Round in 2024
Finys Software Suite for Property and Casualty Carriers from Innovative Computer Systems, Inc.
Harper
Private Equity Round in 2024
Harper takes the "stack" out of "tech stack" by combining ultra-fast data storage, caching, application, and streaming systems into a single, distributed technology. This eliminates the need for complex integrations between distributed systems, latency-inducing network hops, and time-consuming development cycles that plague other distributed system strategies. With Harper, you can deliver services previously considered unfeasible to build and maintain. Its exceptional performance, ultra-low latency, radical simplicity, and unmatched cost efficiency make it a game-changer for global-scale service delivery. Share your backend service requirements with us, and we'll demonstrate how a distributed systems technology can simplify and accelerate your mission-critical services.
Traumasoft
Private Equity Round in 2024
Traumasoft is a software development company specializing in connected, web-based solutions for the emergency medical service (EMS) industry. Founded in 2006 by professionals with extensive experience in EMS and software development, the company aims to enhance the efficiency and effectiveness of EMS operations through automation. Traumasoft offers a comprehensive suite of tools that support dispatch, billing, and reporting, allowing EMS agencies to streamline their workflows and improve patient care by providing real-time data and facilitating communication among dispatchers, paramedics, and hospitals. Headquartered in Kalamazoo, Michigan, Traumasoft is committed to high-quality solutions and strong customer support, driven by a desire to innovate and optimize all aspects of EMS operations.
EmployerDirect Healthcare
Secondary Market in 2023
“Surgery Plus has been a valuable benefit in helping us to both reduce our costs and improve the overall perception of our benefit programs to our employees. We have achieved significant savings off of carrier negotiated discounts and the employees have had very positive medical experiences. I highly recommend the program!”
BS&A Software
Acquisition in 2023
BS&A Software is a developer of enterprise resource planning (ERP) software tailored specifically for local governments in the United States. Founded in 1987, the company offers a comprehensive platform that manages various aspects of municipal operations, including financial management, human resources, community development, utilities management, and tax assessment. With over 2,000 municipal clients and more than 7,500 software installations, BS&A Software provides integrated solutions that help streamline processes and improve efficiency. The company's focus areas include financial management and utility billing, property assessment and tax administration, internet services, and community development. BS&A Software is recognized for its user-friendly interface and exceptional customer support, ensuring that local government entities can effectively manage their operations in a cloud-based environment.
LinkIt!
Series A in 2022
LinkIt! is a New York City-based software company that specializes in K-12 assessment management and performance analytics. The platform is designed for schools and K-12 service providers, offering detailed insights to administrators and teachers. LinkIt! provides assessment systems that include real-time diagnostic reporting and access to instructional resources, all within a single package. This integration enables educators to utilize data capture and advanced performance analytics to enhance learning outcomes effectively and affordably.
DirectShifts
Venture Round in 2022
DirectShifts is a recruitment platform focused on modernizing healthcare recruiting by addressing significant challenges faced by medical professionals. Founded by a team of physicians and entrepreneurs, the company aims to alleviate issues such as loss of autonomy and administrative burdens that have developed in the healthcare sector. Utilizing artificial intelligence, DirectShifts simplifies the hiring and onboarding process, making it easier for hospitals to match clinicians with short-term shift work efficiently. By streamlining these processes, DirectShifts seeks to realign the healthcare industry with its core mission of providing quality patient care while enhancing the experience for healthcare providers.
Studio Designer
Private Equity Round in 2022
Studio Designer is a technology company focused on providing project management, product sourcing, and accounting solutions tailored for the interior design industry. Its platform features an all-in-one project management system, a client collaboration portal, and specialized accounting software, all designed to enhance productivity and facilitate growth for designers. By streamlining processes and offering essential tools, Studio Designer aims to help interior design professionals save time and effectively manage their projects, ultimately improving service delivery to clients.
ManageAmerica
Private Equity Round in 2022
ManageAmerica specializes in providing software solutions and services for various real estate sectors, including manufactured housing, recreational vehicles, apartments, commercial and industrial properties, and storage facilities. The company's offerings encompass property management, utility billing, and accounts receivable functionalities, designed to meet the dynamic needs of its clients. Their software provides comprehensive property and portfolio data, facilitating services such as prospect screening, resident management, communication, documentation, utility rate tracking, and billing analysis. By focusing on operational efficiency, ManageAmerica enables its clients to effectively implement their business strategies and adapt to changing market demands.
BirchStreet Systems
Private Equity Round in 2022
BirchStreet Systems, Inc. is a provider of cloud-based procure-to-pay software that caters to various industries, including hospitality, food service, healthcare, and education. Founded in 2002 and headquartered in Newport Beach, California, the company offers a comprehensive suite of applications designed to enhance procurement efficiency and financial control. Its key products include an eProcurement system that connects businesses with suppliers, an Accounts Payable Automation module that streamlines invoice matching, and an Inventory Control application that accurately tracks and reports inventory costs. Additionally, BirchStreet Systems features an Enterprise Recipe Management Suite for food cost management and an Analytics Application for detailed purchasing reports. The company's services are delivered via a Software-as-a-Service model and are supported by implementation, training, and custom development options. With additional offices in India and China, BirchStreet Systems serves a diverse range of clients, including Fortune 500 companies and multi-location businesses, helping them leverage their buying power and automate back-office processes.
ParentSquare
Private Equity Round in 2021
ParentSquare, Inc. is an online communication platform designed to enhance the connection between schools and families, ultimately aiming to improve student outcomes and school success. Founded in 2011 and based in Goleta, California, the platform facilitates comprehensive school-to-home communication by offering features such as mass notifications, news sharing, school and class directories, calendars, volunteer scheduling, and tools for committees. By providing these resources, ParentSquare enables schools, teachers, parents, and students to collaborate effectively and foster a supportive educational community.
WorkWave
Private Equity Round in 2021
WorkWave is a company that specializes in providing innovative software and fintech solutions tailored for service professionals in various industries, including lawn care, pest control, commercial cleaning, and security. With a customer base exceeding 8,000 worldwide, WorkWave offers comprehensive Software as a Service (SaaS) solutions that facilitate essential business operations, such as customer acquisition, mobile communications, billing, and invoicing. The company also features WorkWave GPS, which provides web-based fleet management services, including GPS tracking and vehicle monitoring. With a commitment to empowering mobile service workers, WorkWave leverages decades of industry experience and a passionate team to support its clients in optimizing their businesses and achieving growth.
Education Advanced
Private Equity Round in 2021
Education Advanced is a developer of operations management and workflow software focused on enhancing the educational experience for students and educators. The company provides a platform that streamlines student planning, scheduling, curriculum development, and testing processes. By addressing significant resource management challenges faced by teachers and administrators, Education Advanced enables educational institutions to allocate more time and resources to meet student needs effectively. The company's commitment to fostering educational excellence promotes student achievement and ensures equal access to quality education, ultimately preparing students for future competitiveness.
Zollege Healthcare Career Schools
Venture Round in 2021
Our mission is to help build the next generation of healthcare workers by making education accessible to all. We help students achieve rewarding careers without the sacrifices and barriers of traditional higher education programs. We offer accelerated medical assistant and dental assistant training programs, where students learn top-rated curriculum from passionate medical and dental assistant professionals. We connect learning and real-world experience through interactive lesson plans and labs taught in active medical and dental facilities. Our programs spark opportunities and help students achieve the future they’re capable of without having to attend years of schooling. We currently have over 130 program locations operating throughout the U.S. and are growing daily. Interested in partnering with Zollege Healthcare Career School? Get in touch with us today at info@zollege.com
BQE Software
Private Equity Round in 2021
BQE Software, Inc., founded in 1995, specializes in developing cloud-based business software tailored for professional services firms. The company's flagship product, BillQuick, launched in 1996, has evolved into a leading solution for time billing and project management, serving over 250,000 users across various sectors, including accounting, architecture, engineering, law, and IT consulting. BQE's software automates essential processes such as timekeeping, billing, and project management, centralizing data entry and usage to enhance efficiency. By providing tools that improve speed, flexibility, and visibility, BQE Software enables its clients to increase productivity and profitability.
Book4Time
Venture Round in 2021
Book4Time is a provider of cloud-based management software tailored for the hospitality and wellness industries, including hotels, resorts, casinos, spas, and fitness centers. The company specializes in spa management, activity scheduling, and revenue management solutions. Its software facilitates booking, inventory management, and payment processing, enabling clients to streamline operations and enhance customer experiences. By offering comprehensive tools for recreation management and membership programs, Book4Time supports businesses in optimizing their resources and maximizing revenue.
XDimensional Technologies
Venture Round in 2021
XDimensional Technologies provides products and consulting services for the distribution of insurance products. It offers Nexsure, an Internet-based customer relationship management, sales force automation, and business management solution for insurance agencies by operating as an application service provider.
Procurement Partners
Private Equity Round in 2020
Procurement Partners, LLC is a provider of e-procurement and invoice automation solutions, primarily focusing on serving healthcare providers. Established in 2010 and headquartered in Brookfield, Wisconsin, the company specializes in a comprehensive procure-to-pay (P2P) system designed to streamline the ordering and invoicing processes for organizations. Its platform offers a range of features, including automated purchasing services that encompass the complete purchasing cycle from product selection to vendor payment. By facilitating budget management, invoice automation, and accounts payable integration, Procurement Partners helps clients reduce off-contract spending and enhance operational efficiency. The flexibility of its system allows it to cater to customers and vendors of all sizes, contributing to its rapid growth in various markets.
EmployerDirect Healthcare
Venture Round in 2020
“Surgery Plus has been a valuable benefit in helping us to both reduce our costs and improve the overall perception of our benefit programs to our employees. We have achieved significant savings off of carrier negotiated discounts and the employees have had very positive medical experiences. I highly recommend the program!”
Actionstep
Venture Round in 2020
Actionstep Inc is a provider of cloud-based legal practice management software tailored for small to mid-sized law firms and legal practitioners in the United States. Founded in 2004 and based in Richmond, Virginia, the company offers a comprehensive suite of tools designed to automate routine legal processes. This includes functionalities for accounting, client billing, matter management, document management, and conflict checking, among others. Actionstep's software also features workflow automation and integrates with Microsoft Office, enhancing user experience and operational efficiency. Additionally, the company provides a mobile application to facilitate access to its services. Through its customizable platform, Actionstep aims to improve the productivity and profitability of law firms by streamlining both case management and administrative tasks.
Quorum Analytics
Venture Round in 2020
Quorum Analytics is a public affairs software company founded in 2014 and headquartered in Washington, D.C., with an international office in Brussels. It provides a comprehensive platform designed to assist public affairs professionals in tracking and analyzing legislative processes across the U.S. Congress, all 50 state legislatures, major cities, and the European Union. Quorum's software offers valuable insights into elected members, passed bills, and voting rights, enabling clients to streamline their workflow and reduce manual efforts. The company serves a diverse clientele, including Fortune 500 companies, trade associations, advocacy groups, embassies, nonprofits, and government agencies, such as Coca-Cola, Walmart, and the United Nations Foundation.
Landscape Management Network
Venture Round in 2020
Landscape Management Network Inc. is a Canadian company founded in 2009, specializing in business management software tailored for landscapers. Based in Markham, the company provides a comprehensive suite of tools that includes mobile estimating, job planning, timekeeping, and job costing. Its software facilitates budgeting, scheduling, and invoicing, enabling landscape contractors to streamline their operations and enhance productivity. Additionally, Landscape Management Network offers integration with QuickBooks for payroll and invoice management, further supporting the financial aspects of landscape businesses. As a subsidiary of Caterpillar Inc., the company leverages its parent’s resources to strengthen its offerings in the landscape management sector.
Sceptre Hospitality Resources
Private Equity Round in 2020
Sceptre Hospitality Resources, LLC, known as SHR, is a provider of advanced software solutions for the hospitality industry, focusing on enhancing operational efficiency and guest experiences. Established in 2012 and headquartered in Houston, Texas, with additional offices in Singapore and Barcelona, SHR offers a range of products including Windsurfer, a central reservation system designed for independent, group, and chain hotels to effectively manage distribution and internet booking engines. The company also provides revenue management solutions such as SHR Wave, a comprehensive revenue management system, and SHR RMH, a revenue management for hire service. Additionally, SHR Maverick serves as a customer relationship management tool to enhance guest engagement. Other offerings include Windsurfer CRO Voice, a cloud-based application for real-time booking information, and SHR Windsurfer Analytics, which delivers actionable insights through customizable reporting options. By serving various segments of the hospitality market, including casino hotels and global chains, SHR aims to provide flexibility and innovative technology tailored to the unique needs of hoteliers.
ePayPolicy
Private Equity Round in 2020
ePayPolicy is an online insurance payment company that offers a platform designed to simplify the collection of insurance payments. The company provides a personal payment gateway that enables insurance agencies and brokers to securely process and accept credit card payments online. By eliminating long-term contracts and hidden fees, ePayPolicy facilitates a straightforward payment experience for both insurers and their clients, enhancing the efficiency of financial transactions within the insurance industry.
Davisware
Private Equity Round in 2019
Davisware, Inc. is a provider of enterprise resource planning (ERP) software tailored for the service industry, particularly focusing on heating, ventilation, and air conditioning (HVAC) businesses. Founded in 1988 and headquartered in West Dundee, Illinois, the company offers a comprehensive suite of software solutions, including S2K Vision and GlobalEdge. These modular systems facilitate remote scheduling, field technician management, field sales enablement, real-time vehicle tracking, inventory management, and warranty management. By automating workflows and streamlining operations, Davisware enables its clients to enhance efficiency and effectively manage their service businesses.
Davisware
Acquisition in 2019
Davisware, Inc. is a provider of enterprise resource planning (ERP) software tailored for the service industry, particularly focusing on heating, ventilation, and air conditioning (HVAC) businesses. Founded in 1988 and headquartered in West Dundee, Illinois, the company offers a comprehensive suite of software solutions, including S2K Vision and GlobalEdge. These modular systems facilitate remote scheduling, field technician management, field sales enablement, real-time vehicle tracking, inventory management, and warranty management. By automating workflows and streamlining operations, Davisware enables its clients to enhance efficiency and effectively manage their service businesses.
The Professional Companies (TPC)
Private Equity Round in 2019
Founded in 1987, The Professional Companies (TPC) are the leading providers of home health management solutions in Arizona. The Professional Companies offer payors home healthcare containment services such as network, utilization, & claims management through capitation contracts. The Professional Companies successfully work with major Arizona health plans (AHCCCS, Medicare Advantage, and commercial) resulting in full contractual compliance, lower medical expenses, improved health outcomes, and higher patient satisfaction. The Professional Companies currently provide coverage to over 350,000 members through contracts with several health plans throughout Arizona. For more information about The Professional Companies,
Payliance
Venture Round in 2019
Payliance, Inc. is a payment processing and risk management company based in Columbus, Ohio, incorporated in 2008. It offers a diverse range of payment solutions, including ePayment services, bundled payment processing, and an online payment gateway. Additionally, Payliance provides risk control tools, payment guarantees, and various recovery services such as electronic and legal recovery. The company caters to multiple sectors, including eCommerce, retail, lending, education, government, and the restaurant industry. Formerly known as Tiger Tranz, Inc., Payliance rebranded in November 2009 to better reflect its focus on payment and recovery solutions that help clients streamline operations, reduce costs, and mitigate fraud risk.
Real Green Systems
Private Equity Round in 2018
Real Green Systems Inc. is a software development company based in Walled Lake, Michigan, specializing in field management and marketing solutions for various service industries, including lawn care, pest control, landscaping, HVAC, and cleaning services. The company's flagship product, Service Assistant®, is an all-in-one software platform that facilitates scheduling, quoting, dispatching, routing, fleet management, and payment processing. It enables businesses to streamline operations by integrating office functions with field activities, allowing for real-time communication and data management. Additionally, Real Green Systems offers marketing tools, such as automated marketing modules and customizable reporting features, to enhance customer engagement and improve operational efficiency. Founded in 1984, the company continues to innovate its offerings, helping clients optimize their workflows and grow their businesses effectively.
KEV Group
Venture Round in 2018
KEV Group is an international company that specializes in the management and security of School Activity Funds. Founded over twenty years ago, it has grown to meet the evolving needs of its clients and has become a pioneer in school fund management. The company’s flagship product, the School Cash Suite, sets the industry standard for managing school finances. This software provides comprehensive solutions for online payment processing, fee management, school-level accounting, and tracking student obligations, serving over 8,000 schools across North America. KEV Group focuses on ensuring transparency and security in financial transactions within educational institutions. Its commitment to the education sector is reflected in its user-friendly software, streamlined implementation processes, and personalized support for district staff and school bookkeepers, fostering a large community of school finance professionals.
GDS Link
Private Equity Round in 2018
GDS Link is a global provider of customer-focused risk management and process automation technology, offering tailored solutions to meet the diverse risk management needs of various industries. The company specializes in developing credit risk management software aimed at enhancing fraud risk assessment, data management, and decision-making processes. GDS Link serves clients across multiple financial sectors, allowing them to efficiently implement credit risk strategies that support lending and account management practices. Its data bureau gateway facilitates easy access to a wide range of third-party data sources, which aids in risk assessment, fraud prevention, and income and employment verification.
Aria Care Partners
Acquisition in 2018
Aria Care Partners is a provider of on-site ancillary medical services specifically designed for skilled nursing facilities. The company focuses on enhancing the quality of life for residents by delivering comprehensive support services that include dental, vision, and hearing care. In addition to these services, Aria Care Partners offers care management and insurance services, facilitating access to personalized onsite care tailored to meet the unique needs of each resident. Through its commitment to passion and compassion, Aria Care Partners aims to improve the overall well-being of individuals in skilled nursing environments.
Axiom Medical
Private Equity Round in 2018
Axiom Medical offers comprehensive occupational health services that support employees throughout their entire work life, from pre-hire to post-separation. The company specializes in workers' compensation, disability case management, and OSHA-mandated medical programs, ensuring that clients receive services from highly qualified professionals rather than inexperienced associates. Axiom's diverse offerings include case management for disabilities, maritime medicine, and various program management services such as hearing conservation, respiratory protection, and wellness compliance. By focusing on effective and innovative healthcare solutions, Axiom Medical aims to enhance the well-being of employees while providing a meaningful return on investment for employers, helping to minimize work downtime and accelerate recovery.
KORE Software
Private Equity Round in 2018
KORE Software is a developer of business intelligence platforms specifically designed for the sports and entertainment sectors. The company offers a comprehensive suite of tools that includes customer relationship management (CRM), sponsorship and partnership management, ticketing, event management, data warehousing, and analytics. By providing these innovative solutions, KORE Software enables its clients to streamline their operations, drive sales, and enhance profitability. The company's focus on maximizing revenue opportunities positions it as a key player in helping organizations within the industry optimize their business processes.
Modern Campus
Private Equity Round in 2018
Modern Campus is a software company specializing in student lifecycle management solutions tailored for higher education institutions. Its SaaS platform focuses on managing continuing education and non-degree programs, catering to students outside the traditional full-time degree framework. By enhancing digital engagement, Modern Campus aims to improve the overall student experience, enabling institutions to increase enrollment, streamline administrative processes, and efficiently oversee their educational offerings.
CoConstruct
Venture Round in 2018
CoConstruct is a software company that provides a comprehensive web-based and mobile application designed for home builders and remodelers to enhance project management efficiency. Over 100,000 building professionals utilize CoConstruct to oversee custom home building and remodeling projects from inception to completion. The platform consolidates various essential tools into a single login, including estimating, proposal generation, contract management, project scheduling, and client communication features. By integrating functionalities for invoicing, payments, subcontractor communication, and accounting with QuickBooks, CoConstruct simplifies the management of client selections, change orders, and warranties, among other tasks. Founded in 2004 by Donny Wyatt, CoConstruct aims to streamline operations for custom home builders and remodeling firms, alleviating the complexities of daily project management.
USATestprep
Acquisition in 2018
USATestprep offers a comprehensive test prep solution and classroom resource that provides formative and summative assessment strategies for educators at the classroom, school, and district levels. The platform delivers instant and actionable data to help teachers track student progress and improve learning outcomes.
Motility Software Solutions
Private Equity Round in 2018
Motility Software Solutions, LLC is a developer of dealer management software tailored for the specialty vehicle industry, including sectors such as recreation vehicles, buses, heavy-duty trucks, marine, and power sports. Founded in 1984 and based in Altamonte Springs, Florida, the company offers a comprehensive suite of solutions that includes customer relationship management, finance and insurance, parts management, service scheduling, unit inventory, rentals, accounting, and advanced reporting. Motility's software features a fully integrated document management system with cloud hosting and a user-friendly web interface, enabling dealerships to enhance operational efficiency and effectively manage critical functions. The company, formerly known as Systems 2000, rebranded to Motility Software Solutions in January 2019 and continues to support industry advancement through partnerships and educational seminars.
BirchStreet Systems
Private Equity Round in 2018
BirchStreet Systems, Inc. is a provider of cloud-based procure-to-pay software that caters to various industries, including hospitality, food service, healthcare, and education. Founded in 2002 and headquartered in Newport Beach, California, the company offers a comprehensive suite of applications designed to enhance procurement efficiency and financial control. Its key products include an eProcurement system that connects businesses with suppliers, an Accounts Payable Automation module that streamlines invoice matching, and an Inventory Control application that accurately tracks and reports inventory costs. Additionally, BirchStreet Systems features an Enterprise Recipe Management Suite for food cost management and an Analytics Application for detailed purchasing reports. The company's services are delivered via a Software-as-a-Service model and are supported by implementation, training, and custom development options. With additional offices in India and China, BirchStreet Systems serves a diverse range of clients, including Fortune 500 companies and multi-location businesses, helping them leverage their buying power and automate back-office processes.
CallRevu
Private Equity Round in 2017
CallRevu, LLC is a company specializing in call management software tailored for the automotive industry. Founded in 2006 and based in Timonium, Maryland, CallRevu offers its flagship product, CallRevu360, which provides comprehensive call tracking and monitoring services. This software enables automotive dealers to analyze customer phone interactions, delivering insights such as caller information, vehicles discussed, and call summaries. Additionally, CallRevu offers SMS notifications for sales teams to enhance responsiveness. The company also features an online training platform, CallRevu University, which aims to improve the phone skills of agents through personalized scorecards, coaching videos, and live webinars. By focusing on effective call management, CallRevu helps dealerships ensure that every customer interaction is a positive experience, ultimately aiding in converting calls into appointments.
ArbiterSports
Private Equity Round in 2017
ArbiterSports specializes in developing sports management software designed for the officiating community, including school administrators, assigners, coordinators, and athletic directors. The company's solutions facilitate the management of game officiating by streamlining various tasks, such as referee assignments, payments, and compliance with contractor regulations. ArbiterSports aims to simplify these processes, providing mobile access and improving overall efficiency for officials and organizers in athletic programs.
Pondera Solutions
Series A in 2017
Pondera Solutions, LLC, founded in 2011 and based in Folsom, California, specializes in developing security software aimed at addressing fraud, waste, and abuse in government programs. The company offers advanced cloud-based solutions, including Fraudcaster, a fraud detection software, and Casetracker, a bi-directional case management system. By integrating program data with third-party consumer and business data, Pondera's systems utilize procedural and predictive models to analyze businesses, beneficiaries, and transactions. This approach has enabled Pondera to assist clients in preventing and recovering hundreds of millions of dollars in improper payments.
Pondera Solutions
Private Equity Round in 2017
Pondera Solutions, LLC, founded in 2011 and based in Folsom, California, specializes in developing security software aimed at addressing fraud, waste, and abuse in government programs. The company offers advanced cloud-based solutions, including Fraudcaster, a fraud detection software, and Casetracker, a bi-directional case management system. By integrating program data with third-party consumer and business data, Pondera's systems utilize procedural and predictive models to analyze businesses, beneficiaries, and transactions. This approach has enabled Pondera to assist clients in preventing and recovering hundreds of millions of dollars in improper payments.
Digarc
Venture Round in 2016
Digarc specializes in developing e-catalog and curriculum management software tailored for higher education institutions across the United States. Their innovative solutions assist colleges and universities in managing curriculum and academic catalogs, student and class scheduling, and providing tools for student navigation. By streamlining these processes, Digarc enhances operational efficiency and contributes to the academic success of both students and educational institutions. The software is utilized by a wide range of higher education professionals and is trusted by numerous colleges and universities, impacting millions of end users.
Apex Payroll Software
Private Equity Round in 2016
Apex Payroll is a leader in the payroll services and technology market, offering a suite of payroll and employer service tools. Thousands of companies across the United States and Guam rely on our services and technology to eliminate the hassles associated with payroll, HR, record keeping and tax filing. They got their start in 1989 as a provider of payroll solutions to payroll companies. From the start, we had a vision for Apex Payroll - provide unparalleled local service and expertise on a national scale and couple that with a powerful portfolio of scalable technology, products and services. This unique approach to the payroll business allows our local payroll offices to provide you the products and services of a large payroll company with personal service.
DocuTech
Venture Round in 2016
Docutech LLC is a software solutions provider specializing in document generation, electronic delivery, electronic signatures, and print fulfillment services primarily for the mortgage, home equity, and consumer lending sectors. Founded in 1991 and based in Idaho Falls, Idaho, Docutech develops technology that interfaces with loan origination systems to help financial institutions generate comprehensive loan document sets while ensuring regulatory compliance. The company's services also include imaging support and robust information management, which guarantees the accuracy and security of all loan-related information. As of March 2020, Docutech operates as a subsidiary of First American Financial Corporation, continuing to serve clients with a commitment to quality and customer service.
Next Gear Solutions
Venture Round in 2016
Next Gear Solutions is a forward-thinking company focused on enhancing the property restoration industry through innovative technology. It has developed a comprehensive online management system known as DASH, which serves restoration contractors by offering tools for mobile job management, damage documentation, work order requests, business accounting, and estimate auditing. This integrated platform enables contractors to streamline their operations and improve overall efficiency. The team at Next Gear Solutions combines extensive expertise in technology, restoration, and consulting, applying Six Sigma Principles to promote operating transparency and quality improvements in the industry. By transitioning the restoration sector from traditional paper-based methods to modern digital solutions, Next Gear Solutions aims to revolutionize how restoration contractors manage their businesses.
Mercury Network
Venture Round in 2015
Mercury Network, LLC is a technology provider based in Oklahoma City, Oklahoma, specializing in a Software-as-a-Service platform designed for the mortgage lending industry. Founded in 2008, the company offers a range of solutions that facilitate appraisal vendor management, compliance, and workflow efficiency. Its services include tools for managing appraisal vendors, ensuring quality control, and compliant delivery of appraisal documents. Notable features of the platform are Mercury Network Manage Vendors for vendor oversight, DataCourier for secure document handling, and a mobile application that allows users to engage with appraisal orders conveniently. Mercury Network serves a diverse clientele, including mortgage lenders, appraisal management companies, community banks, and real estate professionals, helping them navigate compliance with banking regulations and appraiser independence requirements while optimizing their valuation operations.
Compeat
Venture Round in 2015
Compeat is a leading provider of comprehensive restaurant management software, formed through the merger of Compeat and Ctuit. With over 34 years of industry experience, the company specializes in delivering integrated solutions that enhance profitability for restaurant operators across the nation. Its extensive product portfolio includes tools for hire, labor management, scheduling, payroll, accounting, inventory management, logbook functions, event management, and business intelligence. Additionally, Compeat offers mobile applications for both managers and employees, as well as integrations with over 70 point-of-sale systems. The company's focus is on streamlining restaurant operations, helping clients reduce costs, increase control, and improve overall efficiency.
CINC
Venture Round in 2015
CINC, or Commissions Inc, is a company that provides an end-to-end customer relationship management platform specifically designed for the real estate sector. Founded in response to the needs of top real estate brokers and team leaders, CINC offers a comprehensive suite of services that includes a consumer website integrated with local MLS data, a robust CRM platform for real estate agents to manage client relationships and track their business performance, and access to two mobile applications. The company emphasizes the importance of addressing gaps in real estate technology by collaborating with industry leaders, ensuring that its platform meets the diverse needs of different markets across the United States.
TalentWave
Venture Round in 2015
TalentWave, Inc. specializes in contingent workforce management solutions, focusing on independent contractor engagement and compliance. Founded in 1997 and based in Foster City, California, TalentWave offers a range of services through its award-winning iConnect platform, which streamlines the evaluation and management of independent contractors and payrolled workers. The company's offerings include ICverify, an enterprise-level management system for independent contractors, ICpay for invoice and payment administration, and Talent Community, a cloud-based application for re-engaging flexible workers. Additionally, TalentWave provides vendor qualification services, subcontracting support, health check and risk assessment services, as well as on-site management and program implementation. By leveraging innovative technology and expertise, TalentWave empowers clients to effectively source, engage, and retain independent talent while ensuring compliance with regulatory standards.
FranConnect
Venture Round in 2014
FranConnect, Inc. is a provider of franchising software solutions designed to support franchise brands globally. Established in 2003 and headquartered in Reston, Virginia, the company offers an integrated suite of franchise management systems that facilitate various operational functions, including franchise development, performance and royalty management, marketing, and training. With over 600 franchisors relying on its software, FranConnect enables organizations to streamline operations, improve sales, and enhance franchisee relationships. Its offerings include tools for sales and marketing, financial data management, customer relationship management, and franchisee support. Additionally, FranConnect features specialized platforms such as FranBuzz, a social network for franchise systems, and Service314, a web-based service management solution for field service businesses. The company's software is tailored to provide a comprehensive and connected view of franchise operations, helping franchisors and franchisees achieve growth and success.
Diamond Mind
Private Equity Round in 2014
Diamond Mind is a leading provider of campus-wide payment solutions specifically designed for independent schools. The company focuses on developing digital payment applications that simplify the payment processing experience for parents and enhance business operations for educational institutions. Its comprehensive payment suite addresses various needs, including tuition payments, online donations, summer programs, bookstore transactions, and purchase card programs. By offering a range of payment options such as credit card processing, ACH, and stored value cards, Diamond Mind aims to streamline transactions and reduce associated costs, ultimately improving the overall efficiency of financial operations within schools.
Avionté Staffing and Recruiting Software
Venture Round in 2014
Avionté provided innovative fully-integrated front and back office staffing software solutions. They focus on building partnerships along with leading solutions. The staffing industry is complex and ever-changing design and a focus on usability.
Optimal Blue
Private Equity Round in 2013
Optimal Blue provides technology solutions and content management services for the mortgage industry, focusing on product eligibility and pricing engines. The company develops integrated platforms that assist mortgage banks, community banks, and credit unions in managing compliance, connecting with consumers, and improving performance in the secondary market. By offering an enterprise-level pricing and secondary marketing automation platform, Optimal Blue facilitates a seamless flow between capital markets and consumers. Its online mortgage marketplace connects mortgage originators with secondary investors through a repository of searchable loan programs and loan-level pricing data, enhancing workflow efficiencies and supporting lenders in executing profitable lending strategies.
Aftermath Services
Venture Round in 2012
Aftermath Services LLC is a leading nationwide provider of crime scene cleanup and biohazard remediation services. Established in 1996, the company specializes in assisting families and businesses affected by tragic events such as suicides, homicides, and industrial accidents. Their trained technicians follow strict protocols to restore environments to safe and livable conditions. Aftermath's services encompass blood spill cleanup, communicable disease decontamination, and specialty sanitization for various situations, including crime scenes and hoarding cases. The company emphasizes a compassionate approach, ensuring that clients receive dignified and respectful service during difficult times. With a network of over 32 regional and mobile offices in key metropolitan areas, Aftermath is equipped to address the needs of both residential and commercial clients. They utilize discreetly marked vehicles to protect client confidentiality and provide detailed documentation of their work for insurance or compliance purposes. In addition to cleanup, Aftermath offers safety compliance training and awareness programs to help prevent the spread of harmful pathogens.
Knowland Group
Venture Round in 2012
Knowland Group is a provider of cloud-based data and analytics software designed for the hospitality industry, focusing on the global meetings and events sector. The company offers a comprehensive database that includes global event data, sales, catering services, and valuable insights into market analytics and industry trends. Its solutions help clients identify new customers, optimize revenue strategies, and enhance sales cycles, ultimately empowering better business decisions and driving revenue growth. By leveraging its robust analytics capabilities, Knowland Group supports businesses in navigating the complexities of the event industry, ensuring they remain competitive and informed.
Safety Services Company
Private Equity Round in 2012
Safety Services Company is the largest provider of safety training materials in North America, focusing on the needs of small and mid-sized businesses. With a dedicated team of over 300 employees, the company spends significant time monitoring regulations, updating existing materials, and developing new products. Their offerings include safety manuals, training kits, online training portals, safety meeting subscriptions, and compliance services tailored for various sectors such as construction, oil and gas, and healthcare. By working closely with clients, Safety Services Company ensures that they have the necessary compliance products and receive the support needed to meet safety standards. The company prioritizes customer relationships, treating each client as a valued partner in their safety network.
United Allergy Services
Private Equity Round in 2012
United Allergy Services specializes in allergy testing and immunotherapy, catering primarily to healthcare providers such as pulmonologists, ENT specialists, dermatologists, pediatricians, and internal medicine practitioners. The company emphasizes personalized care by custom-formulating allergy medications to meet the unique needs of each patient. This approach allows healthcare providers to offer comprehensive allergy solutions directly within their offices, enhancing patient convenience and comfort. By focusing on individualized treatment plans, United Allergy Services aims to improve patient outcomes in allergy management.
Intygral
Private Equity Round in 2011
Astonish Results provides web and insurance marketing services to help agencies grow their internal business and generate leads through the tactical use of email marketing, customer relationship management (CRM), social media construction and strategy and search engine marketing (SEM). System and sales training is also provided by Astonish Results.
MinuteKey
Venture Round in 2011
MinuteKey is a developer of self-service key duplication kiosks based in Boulder, Colorado. The company has created the world's first self-service key duplication machine, which utilizes a proprietary laser imaging system to accurately identify key types and provide real-time updates on the duplication process. The founders have invested significant time in refining the technology, resulting in a highly reliable and user-friendly key-cutting device. MinuteKey's innovations encompass advancements in robotics, electronics, and software engineering, with several patents pending to protect these developments. Today, MinuteKey kiosks are strategically placed in high-traffic areas of major retail locations, making key duplication accessible and convenient for customers.
C2 Education
Venture Round in 2011
C2 Education is a leading provider of personalized tutoring and educational support services in the United States, catering to students from kindergarten through high school. Established in 1997 and headquartered in Duluth, Georgia, the company operates over 180 centers nationwide, serving more than 10,000 students weekly. C2 Education offers a comprehensive range of services, including subject tutoring in areas such as math, science, English, and history, alongside standardized test preparation for SAT, ACT, PSAT, SSAT, and ISEE. Their approach is tailored to individual student needs, beginning with an assessment to identify strengths and weaknesses, which informs customized lesson plans. Additionally, C2 provides college counseling services, equipping students with skills that extend beyond academics to enhance confidence and personal development. The company also has franchise locations in several states and Vancouver, Canada, further expanding its reach in the educational sector.
Cardon Outreach
Venture Round in 2011
Cardon Outreach is a national provider of revenue cycle management services with over 20 years of experience, serving more than 800 hospitals and healthcare facilities. The company offers a range of integrated services designed to enhance financial performance, including eligibility verification, patient account management, and denials management. Through its comprehensive technology platform and patient-centered approach, Cardon Outreach helps clients increase net patient revenue and reduce bad debt. Their services encompass various areas, such as early out collections, third-party liability, Social Security Disability, and workers' compensation. By partnering closely with healthcare providers, Cardon Outreach aims to improve access to healthcare for patients while optimizing revenue cycle operations for its clients.
Equinox Healthcare
Venture Round in 2010
Equinox Healthcare delivers high-quality home infusion services that inspire patients to manage their care confidently and live fuller lives. Delivering safe and effective home infusion services is their single focus. Their dedicated team of healthcare professionals works closely with patients and their caregivers to ensure a smooth transition to home care—every step of the way. For 15 years, their customers have counted on us to provide 360-degree care coordination across the healthcare continuum—with patients, physicians, case managers and insurers—ensuring their individual needs are met while minimizing confusion and maximizing quality and efficiency of care. At Equinox Healthcare, they view every touch point as an opportunity to exceed customer expectations—and improve outcomes for patients and their caregivers.
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