Serent Capital

Serent Capital is a private equity firm established in 2008 and headquartered in San Francisco, California, with an additional office in Austin, Texas. The firm specializes in the lower-middle market, focusing on buyouts, recapitalizations, and growth capital investments in high-growth service and technology businesses. Serent Capital targets companies with revenues between $5 million and $100 million and Enterprise Values ranging from $20 million to $150 million. The firm typically invests between $10 million and $50 million per transaction, although it may consider larger investments. It prioritizes tech-enabled service businesses, particularly in sectors such as financial services, B2B software, SaaS, education, healthcare, logistics, and consumer services. Serent Capital seeks businesses with strong growth potential, aiming for annual growth rates exceeding 10%, and it prefers to take minority or majority stakes while actively engaging with management. The firm is known for its selective investment strategy, ensuring that each portfolio company receives dedicated attention and expertise.

Josh Bassi

Associate

Nick Calla

Associate Director

John Caselli

Principal

Turner DeMuth

Senior Associate

Ilan Dreyfuss

Vice President

Michael Fassett

Vice President

Craig Foos

Executive Vice President

Jason Grusmark

Vice President

Adam Gzowski

Vice President

Matt Hamel

Senior Associate

Dexter Hopen

Partner

Nick Jankovsky

Vice President

Prital Kadakia

Partner

Katie Kaiser

Executive Vice President

Jay Li

Associate

Joey Maddox

Senior Associate

Thomas Miller

Managing Director

Cam Newman

Associate

Alex Nichamin

Vice President

Barry Obrand

Operating Partner

Hugh Sullivan

Vice President, Investing

Pallavi Thatai

Principal

Song Yang

Senior Associate

56 past transactions

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. designs and delivers a Web-based procure-to-pay platform to hotels, assisted living facilities, country clubs, and restaurants in the United States and internationally. Its products include e-Procurement solution that allows users to connect directly with suppliers; Inventory Control Application, which enables the tracking, monitoring, and reporting of true food and inventory costs; Analytics Application that allows users to build summarized or detailed reports of their organization's purchasing data; Enterprise Recipe Management Suite, which automates the process of managing food cost at a single location or across a large portfolio of properties; and Accounts Payable Automation that automates the matching process based on customized matching rules.The company delivers its applications over the Internet using the Software-as-a-Service model. It serves customers in various industry sectors, such as hospitality, food service management, education, engineering and construction, healthcare, long term care, industrial manufacturing, public safety, travel and transportation, and gaming. BirchStreet Systems, Inc. has strategic partnerships with BankServ and Avendra. The company was founded in 2002 and is based in Newport Beach, California with offices in New Delhi, India; and Frankfurt, Germany.

ParentSquare

Private Equity Round in 2021
ParentSquare, Inc. operates an online communication platform designed to enhance connections between schools and families, aiming to improve student outcomes and overall school success. Founded in 2011 and headquartered in Goleta, California, the platform facilitates mass notifications and classroom communications, enabling effective interaction and relationship building among educators and parents. The company is dedicated to innovating communication methods and improving traditional practices to foster better engagement within the educational community.

First Due

Acquisition in 2021
First Due Size Up is on a mission to end first responder injuries due to a lack of information. The platform programmatically gathers information from online and offline sources, translates that data into an easy-to-consume format and makes it accessible to First Responders at the time of dispatch on any device, completely integrated with 911, Computer Aided Dispatch (CAD) and customized to the agencies Standard Operating Procedures. Think of us as SaaS+SmartData+EmergencyResponse to reduce cost and save lives.

Education Advanced

Private Equity Round in 2021
Developer of operations management and workflow software committed to shaping the future for students and educators. The company's platform enhances and improves student planning, scheduling, curriculum development and testing processes, enabling teachers and staff to solve their significant resource management pain points by allowing them to dedicate more of their time and resources to exceeding student needs effectively.

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. Since the release of its flagship product, BillQuick, in 1996, the company has established itself as a leader in time billing and project management solutions. BillQuick automates essential processes such as timekeeping, project management, and billing, catering to a diverse user base of over 250,000 clients across various sectors, including accounting, architecture, engineering, law, and IT consulting. By centralizing and streamlining data entry and usage, BQE's software enhances productivity and profitability for its clients, providing them with the speed and flexibility needed to manage their operations effectively.

Zollege

Venture Round in 2021
Operator of a tech-enabled apprenticeship and education company intended to produce freedom through education with skills-based training that leads to jobs. The company platform offers to build and scale vocational training programs such as dental assistant, medical assistant, nurse, software developer and cybersecurity specialist programs, providing certificate training with a minimum of student loans that help learners expand their knowledge and excel in their studies.

Book4Time

Venture Round in 2021
Book4Time is a global provider of cloud-based Spa Management, activity scheduling and revenue management solutions for hotels, resorts, day spas and salons in over 70 countries. Our State of the art software and inequal customer support makes us the preferred solution of choice to some of the world's largest and most prestigious beauty and wellness brands on a global scale.

Dyad

Venture Round in 2021
Dyad is a developer of insurance agency management software that facilitates connections among agents, carriers, brokers, and policyholders. The company's platform provides a comprehensive suite of features, including contact management, sales force automation, advanced workflow capabilities, and policy life cycle management. It supports various lines of business while enabling multi-office accounting and reporting. By offering these tools, Dyad aims to enhance business production, improve customer service, and streamline business management processes for insurance agencies. Headquartered in Brea, California, the company has been operational since 1989 and was formerly known as Fuher and Associates, Inc.

Procurement Partners

Private Equity Round in 2020
Procurement Partners, LLC specializes in e-procurement and invoice automation solutions, providing a comprehensive system designed to streamline ordering and invoicing processes for organizations. Established in 2010 and headquartered in Brookfield, Wisconsin, the company's offerings include features such as order management, approvals, general ledger coding, accounts payable integration, budget management, and invoice automation. Their procure-to-pay solution enhances transaction efficiency by reducing off-contract spending and automatically auditing invoices, making it a versatile portal capable of serving a diverse range of customers and vendors. This flexibility has contributed to Procurement Partners' rapid growth in various markets, solidifying its reputation as a leading provider of procurement solutions.

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. provides a cloud-based legal practice management system tailored for small and mid-sized law firms in the United States. Founded in 2004 and headquartered in Richmond, Virginia, the company offers software that automates various legal processes, including accounting, client billing, client management, document management, and time tracking. Its features also encompass workflow automation, conflict checking, trust accounting, and Microsoft Office integration, all designed to enhance the operational efficiency of legal practices. Additionally, Actionstep provides a mobile application, allowing users convenient access to their systems. By focusing on end-to-end matter management and integrated billing, Actionstep aims to streamline legal operations for its clients.

Quorum

Venture Round in 2020
Quorum is software built for public affairs, providing one place for stakeholder engagement, legislative tracking, and grassroots advocacy. Thousands of public affairs professionals use Quorum for their work in Congress, all 50 state legislatures, major U.S. cities, and the European Union. Quorum remains entirely bootstrapped, having never raised venture capital funding, and works with organizations like Coca-Cola, the United Nations Foundation, Sierra Club, General Motors, Lyft, and the National Restaurant Association. Founded in 2014, Quorum is headquartered in Washington, D.C. with an international office in Brussels. Learn how Quorum is modernizing public affairs at www.quorum.us.

Landscape Management Network

Venture Round in 2020
Landscape Management Network Inc., founded in 2009 and based in Markham, Canada, specializes in developing business management software tailored for landscape contractors and services. The company's software suite includes tools for budgeting, estimating, scheduling, time tracking, and invoicing, aimed at enhancing operational efficiency for landscape businesses. Additionally, Landscape Management Network offers an integration tool for QuickBooks to facilitate payroll and invoice exportation. The company also provides its services through a mobile application, ensuring accessibility and convenience for its users. It operates as a subsidiary of Caterpillar Inc.

Sceptre Hospitality Resources

Private Equity Round in 2020
Sceptre Hospitality Resources, LLC, based in Houston, Texas, specializes in software solutions for the hospitality sector. The company offers a range of products designed to enhance hotel management and guest experiences, including Windsurfer, a central reservation system that supports various types of hotels, and SHR Wave, a revenue management system. Additionally, SHR provides a revenue management service for hire, known as SHR RMH, and a customer relationship management tool called SHR Maverick, which helps hotels recognize and reward their guests. The company also features Windsurfer CRO Voice, a cloud-based application that streamlines booking information for call centers, and SHR Windsurfer Analytics, which offers customizable data insights and reporting capabilities. Serving a diverse clientele, including casino hotels, global chains, and independent properties, Sceptre Hospitality Resources has expanded its presence internationally with offices in Singapore and Barcelona, Spain.

ePayPolicy

Private Equity Round in 2020
ePayPolicy is a digital payment processing for the insurance industry.

Davisware

Acquisition in 2019
Davisware, Inc. builds and operates ERP software for service industry. The company's software S2K Vision and GlobalEdge provides modular ERP systems, remote scheduling and field technician management, field sales enablement, real-time vehicle tracking, inventory management system, and warranty management software. Davisware, Inc. was founded in 1988 and is headquartered in West Dundee, Illinois.

Davisware

Private Equity Round in 2019
Davisware, Inc. builds and operates ERP software for service industry. The company's software S2K Vision and GlobalEdge provides modular ERP systems, remote scheduling and field technician management, field sales enablement, real-time vehicle tracking, inventory management system, and warranty management software. Davisware, Inc. was founded in 1988 and is headquartered in West Dundee, Illinois.

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 solutions provider based in Columbus, Ohio, specializing in a variety of services that include payment processing, risk management, and recovery solutions for clients across the United States. The company offers conversion and ePayment solutions, bundled payment processing, and an online payment gateway, alongside risk control tools and payment guarantees. Additionally, Payliance provides various recovery services, including electronic, traditional, and legal recovery, catering to industries such as eCommerce, retail, lending, education, government, restaurants, and utilities. Founded in 2008 as Tiger Tranz, Inc., the company rebranded to Payliance in November 2009, reflecting its commitment to delivering comprehensive payment services.

Real Green Systems

Private Equity Round in 2018
Real Green Systems Inc. is a software development company based in Walled Lake, Michigan, specializing in comprehensive software solutions for service-oriented industries such as lawn care, landscaping, pest control, HVAC, and waste management. Founded in 1984, the company is best known for its flagship product, Service Assistant®, an all-in-one field management software that streamlines various operational tasks. This software allows businesses to schedule appointments, generate quotes, manage routing, track fleet vehicles, and process payments, all within an integrated platform. Real Green Systems also offers marketing tools, including automated communication features and customizable reporting options, which enhance client interaction and improve business efficiency. By providing mobile applications and customer online portals, the company enables both office staff and field technicians to collaborate seamlessly, simplifying everyday business operations and supporting growth.

KEV Group

Venture Round in 2018
KEV Group is an international company focused on the management and security of School Activity Funds, serving over 8,000 schools across North America. Founded two decades ago, it has established itself as a leader in school cash management with its flagship product, the School Cash Suite, which integrates various financial services including online payment processing, fee management, lunch tracking, and school-level accounting. The software is designed to meet the specific financial needs of K-12 public schools, providing transparency and security for every dollar that schools handle. KEV Group is dedicated to supporting the education sector through user-friendly software and personalized assistance 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-centric risk management and process automation technology that delivers customized solutions designed to meet the evolving risk management needs of companies in a broad spectrum of industries.

Senior Dental Care

Acquisition in 2018
Senior Dental Care, LLC, founded in 1999 and based in Blountstown, Florida, specializes in delivering dental care services tailored for nursing home residents. The company focuses on providing both preventive and restorative dental services, which include dental examinations, oral cancer screenings, teeth cleanings, fillings, extractions, and denture maintenance. Additionally, Senior Dental Care offers prosthodontic services such as full and partial dentures, as well as denture relines and adjustments. By delivering care directly in the patients' familiar environments, Senior Dental Care addresses the increasing demand for accessible and quality dental services for seniors, ensuring that they receive necessary treatments without the challenges of transportation.

Axiom Medical

Private Equity Round in 2018
Axiom Medical specializes in providing complete occupational health services for the total life cycle of their client's employees. They are experts in the fields of workers' compensation, disability case management and OSHA-mandated medical programs. Unlike their competitors—who manage programs using inexperienced associates—Axiom guarantees that their clients will have only the most qualified, top-level people doing the actual work. Mission Statement: Their mission is to provide outstanding, innovative, and effective work-related healthcare services to employees, positively impacting their lives, and providing meaningful return on investment to their employers.

KORE Software

Private Equity Round in 2018
The Global Leader in Business Management Software for the Media, Sports & Entertainment industry KORE Software provides some of the world’s most high-profile sports and entertainment companies with innovative customer relationship management software that drive sales, streamline business processes and take profitability to a whole new level. This breakthrough technology is embraced on six continents by media and entertainment heavy hitters including IMG, AEG, the NFL, NBA, NHL and MLB – literally transforming their sales, operations and profits. KORE’s MediaPitch™ product provides media & entertainment organizations unmatched access to advertising and sponsorship sales figures, contract terms, trafficking data and even real-time inventory management via one solid platform that integrates all components of your business. KORE ProSports™ goes beyond just the sponsorship side of the business by addressing ticket, suite, and premium seating sales, marketing and customer service. All such offerings integrate with the world’s most popular ticketing systems, including Archtics by Ticketmaster, ProVenue/ProVenue Elite by Tickets.com, Paciolan, and Veritix. As a add-in to Microsoft Dynamics CRM or Salesforce.com, KORE Software gives you a solid platform combined with the utmost in innovation to address the unique needs of the media and entertainment industry – from sports sponsorships and ticket system integration to media and ad sales, trafficking and fulfillment management.

CoConstruct

Venture Round in 2018
CoConstruct is a software company that provides a comprehensive construction management platform for home builders and remodelers. Founded in 2004 by Donny Wyatt, the company has gained the trust of over 100,000 building professionals who utilize its web-based and mobile applications to streamline project management from inception to completion. CoConstruct integrates various essential tools, including estimating, client proposals, contract management, scheduling, and invoicing, into a single platform, allowing users to manage client selections, change orders, and communications efficiently. This all-in-one solution helps eliminate the reliance on multiple fragmented tools, thereby reducing chaos in daily operations. By facilitating a seamless workflow and offering personalized consulting, CoConstruct empowers builders and design-build firms to effectively monitor and control their construction projects.

USATestprep

Acquisition in 2018
Our robust and dynamic test prep solution and classroom resource delivers meaningful formative and summative assessment strategies for the classroom, school, and district. Instant, actionable data.

Sys2K

Private Equity Round in 2018
Sys2K IS founded in December 1984 and is headquartered in Altamonte Springs, FL. Now with its 3rd generation of Dealer Management Software (DMS), Sys2K boasts the most powerful and feature rich system ever developed for the dealership industry. Written in Microsoft's .Net language and using SQL Server for data storage and retrieval, the Sys2K DMS has revolutionized the flow of communication and data in multi-location and high volume dealerships. The company’s unique vision of a feature-rich system with complete real-time integration and a focus on in-house software development has cascaded it through various industries, bringing cutting-edge technology to the forefront of hundreds of dealerships across the US, Canada, and overseas. With a core commitment of increasing customer traffic & profitability, Sys2K continues to update its system regularly with new features & advancements, incorporating cell phone and tablet technology for use in all departments.

BirchStreet Systems

Private Equity Round in 2018
BirchStreet Systems, Inc. designs and delivers a Web-based procure-to-pay platform to hotels, assisted living facilities, country clubs, and restaurants in the United States and internationally. Its products include e-Procurement solution that allows users to connect directly with suppliers; Inventory Control Application, which enables the tracking, monitoring, and reporting of true food and inventory costs; Analytics Application that allows users to build summarized or detailed reports of their organization's purchasing data; Enterprise Recipe Management Suite, which automates the process of managing food cost at a single location or across a large portfolio of properties; and Accounts Payable Automation that automates the matching process based on customized matching rules.The company delivers its applications over the Internet using the Software-as-a-Service model. It serves customers in various industry sectors, such as hospitality, food service management, education, engineering and construction, healthcare, long term care, industrial manufacturing, public safety, travel and transportation, and gaming. BirchStreet Systems, Inc. has strategic partnerships with BankServ and Avendra. The company was founded in 2002 and is based in Newport Beach, California with offices in New Delhi, India; and Frankfurt, Germany.

CallRevu

Private Equity Round in 2017
CallRevu, LLC is a company specializing in call management software designed for the automotive industry. Established in 2006 and located in Timonium, Maryland, CallRevu develops the CallRevu360 platform, which enables dealerships to track and monitor customer phone call metrics effectively. This solution includes SMS notifications to sales teams with essential details such as caller information, vehicles discussed, and summaries of calls. Additionally, CallRevu offers training through its online platform, CallRevu University, which focuses on enhancing phone skills for agents. This training includes personalized scorecards, coaching videos, and live webinars tailored to individual skill needs. The company's mission is to ensure that every call to a dealership contributes to a positive customer experience.

ArbiterSports

Private Equity Round in 2017
ArbiterSports specializes in sports management software designed for the officiating community, including school administrators, assigners, and athletic directors. The company offers solutions that streamline various aspects of game management, such as officiating assignments, payments, and compliance with contractor regulations. By providing mobile access and user-friendly tools, ArbiterSports simplifies the responsibilities of referee assigners and officials, making the overall process more efficient and less cumbersome for all stakeholders involved in sports administration.

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 is a skilled community of tech-savvy professionals, unified by a commitment to identify and create innovative solutions for our higher education clients. Their software is trusted by hundreds of colleges and universities, thousands of higher-ed professionals and 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, eDelivery, electronic signature, and compliance services primarily for the financial sector. Founded in 1991 and based in Idaho Falls, Idaho, the company serves mortgage, home equity, and consumer lending institutions, offering comprehensive solutions that streamline the loan process. Its software integrates with loan origination systems, allowing lenders to create complete and compliant loan document sets while managing and securing essential information. As a subsidiary of First American Financial Corporation, DocuTech is recognized for its market-proven technology and commitment to customer service, catering to clients worldwide.

Next Gear Solutions

Venture Round in 2016
Enabling Franchise's and contractors to elevate their business by providing the best SaaS products for the Restoration Construction Industry. Next Gear Solutions is a dynamic company that utilizes the newest technology to create the world’s most efficient online management system for restoration contractors and provide industry proven consulting services. The team at Next Gear Solutions is complied with years of technology, restoration and consulting expertise that has taken the restoration industry to where it has never been before. By utilizing the Six Sigma Principles, the team at Next Gear was able to revolutionize the restoration industry and bring operating transparency, improved quality and improved efficiency to property damage restoration contractors. With a group of highly motivated professionals, we are taking the restoration industry out of the paper age and into the digital age with our online management system DASH.

Mercury Network

Venture Round in 2015
Mercury Network’s tools allow lenders and AMCs (appraisal management companies) to manage their vendor workflow process from a cloud-based platform in compliance with banking regulations and appraiser independence requirements. Mercury Network is not an appraisal management company, but rather a technology provider for AMCs and lenders. Mercury Network's SaaS platform allows lenders and AMCs to manage their valuation operations in compliance with banking regulations, while reducing expenses and improving overall quality.

Compeat

Venture Round in 2015
Compeat, in conjunction with Ctuit, offers a comprehensive all-in-one restaurant management software tailored for the restaurant industry. With over 34 years of experience, Compeat stands as a leading provider of integrated solutions that enhance profitability for restaurant operators across the nation. Its software portfolio includes tools for hiring, labor management, scheduling, payroll, accounting, inventory management, logbook maintenance, event management, and business intelligence. Additionally, Compeat provides mobile applications for both managers and employees, along with seamless integrations with over 70 point-of-sale systems. The company's focus is on streamlining restaurant operations, helping establishments reduce costs, improve control, and increase efficiency.

CINC

Venture Round in 2015
Commissions Inc was founded on the encouragement of some of the nation's top brokers and mega-team leaders in order to address gaping holes in real estate technology. They were initially approached in 2006 to build a platform that could run an entire real estate business from top to bottom. At the time the challenge seemed too daunting and they said no. Conversations continued through late 2010 and they decided with the right partners guiding and advising us, they could build the real estate platform that would encapsulate the needs and desires of the nation's top brokers. In December of 2010 they flew a group of top real estate leaders from around the country to Atlanta for an initial strategy session. These leaders came from every region: West coast, East coast, Midwest, Northeast, and Southwest. They represented major metro areas, mid-size markets, markets decimated by the housing bust, and markets that had weathered the storm. For two and half days these thirteen leaders shared their insights on what it would take to build the perfect real estate platform.

TalentWave

Venture Round in 2015
TalentWave, Inc. specializes in contingent workforce management solutions, focusing on independent contractor engagement and compliance. The company offers a range of services, including its iConnect platform, which provides a unified technology solution for evaluating and managing independent contractors and payrolled workers. TalentWave's offerings also include ICverify, an independent contractor management system that automates and tracks the engagement process, and ICpay, which facilitates invoice and payment administration for multiple contractors. Additional services encompass vendor qualification, subcontracting support, and risk assessment, ensuring compliance with regulations while helping clients manage their workforce more effectively. Founded in 1997 and based in Foster City, California, TalentWave was formerly known as IC Compliance LLC and rebranded in 2016. The company positions itself as a leader in independent workforce engagement, providing clients with expertise and innovative technology to navigate the evolving landscape of work.

FranConnect

Venture Round in 2014
FranConnect, Inc. specializes in providing comprehensive franchising software solutions for franchise brands globally. The company offers an integrated suite of software applications known as Franchise Management Systems, which encompasses various functionalities including franchise development, performance and royalty management, operations, marketing, and training. These tools enable franchise organizations to streamline sales, manage financial data, automate royalty invoicing, and enhance customer relationship management, among other capabilities. Additionally, FranConnect provides platforms such as FranBuzz, a social network for franchise systems, and Service314, a web-based service management tool for field service businesses. Founded in 2003 and headquartered in Reston, Virginia, FranConnect serves over 600 franchisors and their franchisees, equipping them with the necessary tools to optimize operations and drive growth across their franchise networks.

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 Software

Venture Round in 2014
Avionté Staffing Software specializes in providing comprehensive staffing and recruiting solutions for various sectors, including clerical, light industrial, information technology, and professional staffing agencies across the U.S. and Canada. The company has developed an integrated platform that combines customer relationship management (CRM) and applicant tracking system (ATS) functionalities, along with payroll, billing, and advanced sourcing tools. This technology enables staffing organizations to efficiently attract, onboard, and manage talent according to their specific needs. With a user-friendly design, Avionté's software allows staffing teams to access essential information and tools from any device, ensuring adaptability to the dynamic staffing industry. Committed to client success, Avionté aims to empower staffing firms to achieve their goals and maximize return on investment through effective technology solutions and strong customer support.

Optimal Blue

Private Equity Round in 2013
Optimal Blue offers product eligibility and pricing engine technology and content management services. Optimal Blue develops and delivers integrated solutions that help mortgage banks, community banks, and credit unions manage compliance, reach consumers, and enhance secondary market performance. The company also offers enterprise-level pricing and secondary marketing automation platform that takes lenders from capital markets to consumers and back. It offers an enterprise-class suite of products and services to automate the process of lenders.

Optimal Blue

Private Equity Round in 2013
Optimal Blue offers product eligibility and pricing engine technology and content management services. Optimal Blue develops and delivers integrated solutions that help mortgage banks, community banks, and credit unions manage compliance, reach consumers, and enhance secondary market performance. The company also offers enterprise-level pricing and secondary marketing automation platform that takes lenders from capital markets to consumers and back. It offers an enterprise-class suite of products and services to automate the process of lenders.

Aftermath

Venture Round in 2012
Aftermath, Inc. is a biohazard management company based in Oswego, Illinois, specializing in crime scene and tragedy cleanup services across the United States. Established in 1999, Aftermath provides a range of services including cleanup for trauma, blood spills, suicides, homicides, unattended deaths, industrial accidents, and tear gas incidents. The company is dedicated to assisting families and businesses during difficult times, employing highly trained technicians who ensure safety and confidentiality throughout the cleanup process. Additionally, Aftermath offers training courses for law enforcement, coroners, funeral directors, medical examiners, and first responders, focusing on the hazards of blood-borne pathogens and safe cleanup practices. With over 32 regional and mobile offices strategically located in major metropolitan areas, Aftermath is equipped to handle the complexities of biohazard remediation while prioritizing a compassionate approach to service.

Knowland Group

Venture Round in 2012
Knowland Group, founded in 2004 and headquartered in Washington, DC, is a prominent provider of meeting and group data for the hospitality industry. The company specializes in cloud-based data and analytics software that offers a comprehensive database of global event data and insights into market analytics and industry trends. Knowland's innovative solutions are designed to help clients identify new customers, optimize revenue strategies, and enhance sales processes. By offering extensive benchmarking capabilities, Knowland enables businesses in the hospitality sector to improve their group revenue performance and adapt to evolving market dynamics.

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 knows that every patient is different. Each responds differently to different allergens. That’s why they custom-formulate every single dosage of their allergy medications specifically for the individual patient.

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 progressive experience. The company serves more than 800 hospitals and other healthcare facilities through its integrated service lines, a single technology platform, and patient-centered advocacy. Clients of Cardon Outreach consistently realize increased net patient revenue and reduced bad debt, while their patients experience improved access to healthcare. Cardon Outreach partners with providers on Eligibility, Early Out, Third Party Liability, Social Security Disability, Workers' Compensation, and Denials Management, please visit Cardon Outreach.

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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