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Vista Equity Partners

Vista Consulting Group (“VCG”) is the operating and consulting arm of Vista Equity Partners. VCG drives value creation through operational excellence, which is a key differentiator in Vista’s success and ability to generate unparalleled returns. The VCG team works in conjunction with the Vista investment professionals and key portfolio company employees to help our current and newly acquired businesses strengthen their operations through the implementation of standardized, repeatable and proven processes and methodologies. These Vista Best Practices have been developed and refined over the last decade.
AA

Andrew Alea

Associate of Private Equity

RA

Rod Aliabadi

MD

AA

Adrian Alonso

MD

AA

Anand Anbalagan

SVP

RA

Ryan Atlas

MD

JB

Justin Bentley

Director

Bret Bolin

MD

DB

David Bonnette

MD

David Breach

President and COO

VB

Vincent Burkett

MD

Justin Cho

MD

RD

Ralph DeBernardo

VP

JD

Jack Dillon

Senior Associate

DF

David Flannery

Senior MD, President of Vista Credit Partners

Michael Fosnaugh

Senior MD, Co-Head of Flagship Fund

CG

Charles Guan

VP

JP

James P. Hickey

Senior MD, Co-Head of Perennial Fund

Jake Hodgman

VP

TH

Thomas Hogan

MD

BH

Betty Hung

MD

KJ

Kristine Jurczyk

MD

TK

Tyler Kellner

Senior Associate of Private Equity

CL

Caitlin Lynch

Senior Associate of Credit

RJ

Ryan J. McMorrow

Senior Associate

JN

Joshua Niedner

MD

Burke Norton

Senior MD

CP

Christine Pastore

SVP and Head of Investor Relations

SP

Shivan Patel

Senior Associate of Private Equity

AP

Angela Pecoraro

MD

CJ

Christopher J. Pietersen

SVP, Investor Relations

NP

Nick Prickel

Senior Associate of Private Equity

MS

Monti Saroya

Senior MD, Co-Head of Flagship Fund

Patrick Severson

Senior MD

Brian Sheth

Co-Founder and President

Robert F. Smith

Founder, Chairman and CEO

CS

Christian Sowul

MD

NS

Nicolas Stahl

VP of Private Equity

JS

John Stalder

MD

JS

Jordan Stellakis

VP of Credit

Martin Andrew Taylor

MD

Marc Teillon

Senior MD

JT

Joseph Tinaglia

VP

JW

John Warnken-Brill

Senior MD, CFO

JW

Jeff Wilson

VP

Rene Yang

Senior MD

147 past transactions

PayLease LLC

Acquisition in 2017
PayLease provides online payments, billing, and utility expense management tools to HOAs and property management companies. Property managers use PayLease to improve their business’ operational efficiencies and boost net operating income. Our solutions are easy to use and are bolstered by the highest levels of security and customer support. Since our inception in 2003, PayLease has grown to serve thousands of property management companies nationwide and is now among the fastest growing technology companies in the United States. For more information, please visit www.paylease.com.

EagleView Technologies

Private Equity Round in 2018
EagleView Technologies invented the concept of 3D aerial roof measurements and provides precise, accurate roof measurement reports. Using aerial photographs, EagleView uses proprietary, patent-pending software to provide a report with a 3D model, color photographs, length and area measurement, roof pitch and more. These reports are the third-party independent standard, have been tested thousands of times and are accepted by the largest insurance carriers. The service can be used anywhere or anytime using the EagleView apps for Android and iPhone registered contractors, insurance adjusters and insurance companies use EagleView reports for accurate estimates, ease of production planning, warranty documentation and to reduce conflicts and claim cycle times.

DealerSocket, Inc.

Private Equity Round in 2014
DealerSocket is an industry leading automotive CRM – Customer Relationship Management and dealership training provider, serving auto dealers throughout the US and Canada. Founded in 2001 by Jonathan Ord and Brad Perry, DealerSocket is based in San Clemente, California and employs over 300 people, serves over 9,000 dealers in US, Canada, Australia and supports over 100,000 active users.

Advanced Inc

Acquisition in 2014
Advanced is a supplier of software and IT services to the health, care and commercial sectors with a primary focus on delivering high quality products and services to enable first class delivery of care in the community. Advanced's portfolio for the health and care sector includes IT management and analytics systems for out-of-hospital applications covering urgent and unplanned care, district nursing, hospices, residential care homes, telehealth, end-of-life and long-term-condition management; as well as mobile information systems for community carers.

BetterCloud

Private Equity Round in 2022
BetterCloud is the first SaaS Operations Management platform, empowering IT to define, remediate, and enforce management and security policies for SaaS applications. Over 2,500 customers in 60+ countries rely on BetterCloud for continuous event monitoring, quickly remediating threats, and fully automating policy enforcement. BetterCloud is headquartered in New York City with an engineering office in Atlanta, GA.

iN2L

Private Equity Round in 2021
It’s Never 2 Late (iN2L), founded in 1999

Power Factors, LLC

Acquisition in 2021
Our mission is to deliver software and services to make renewable energy the world’s leading power generation source. Power Factors consolidates multiple operational data sources, asset hierarchies and metadata frameworks to create a single asset management platform that works with today’s large-scale portfolios. With embedded connections to maintenance workflows, Power Factors streamlines process, reduces costs and increases ROI of assets. Implementation and Customer Success Services ensure customers realize value from the platform quickly and for life of the asset. Power Factors, LLC is based in Larkspur, California, is backed by Oak Tree Capital and monitors 25+ GW of wind and solar assets globally.

Gather Technologies, Inc.

Corporate Round in 2017
Gather is the leading event management software for restaurants and venues. We enable hospitality companies of all sizes to manage and grow successful events businesses. That's why national brands, hospitality groups, and single-location venues & restaurants alike use Gather to power their events. From private-equity backed growth concepts to James Beard award-winning restaurants, we're trusted to serve as the anchor between management, events teams, and their customers.

Outreach, Inc.

Series G in 2021
Outreach is a sales engagement platform that accelerates revenue growth by optimizing every interaction throughout the customer lifecycle. The platform manages all customer interactions across email, voice and social, and leverages machine learning to guide reps to take the right actions. Thousands of customers, including Cloudera, Glassdoor, Pandora, and Zillow, rely on Outreach to drive predictable and measurable growth, increase efficiency and effectiveness of customer-facing teams, and improve visibility into sales activity and performance.

Baynote

Acquisition in 2015
Baynote software provides a smart data hub that leverages historical data and real-time behavior, creating a holistic view of the consumer across all devices. The technology utilizes big data and predictive intelligence to create meaningful one-to-one consumer and buyer profiles. Retailers can use the profiles and personalization tools to create an individualized, relevant experience for each and every consumer. Baynote’s innovative approach to individualized commerce has helped hundreds of retailers across the globe to accelerate their brand experience.

YouEarnedIt, Inc.

Corporate Round in 2018
Kazoo, Inc. owns and operates an employee engagement and performance management software as a service (SaaS) platform. It allows employees to connect, reward, reveal, and report in real-time and receive digital points from peers to reward them for behavior that generates revenue or reaches other workplace goals. The company was formerly known as YouEarnedIt, Inc. and changed its name to Kazoo, Inc. on April 3, 2019. Kazoo, Inc. was founded in 2011 and is based in Austin, Texas.

Vena Solutions

Series C in 2021
Vena connects people, existing systems, and data to power finance-led business planning and real-time reporting using a spreadsheet platform. Vena turns Excel into an enterprise-class business solution with a centralized database, workflow, detailed audit trail and more. With Vena, hundreds of leading global brands now get trusted numbers and insights – fast – without sacrificing their favorite spreadsheet software. Customers use Vena for corporate performance management (CPM) applications including budgeting, financial close management and reporting, and automating other spreadsheet-driven processes beyond Finance. Vena is the fastest-growing cloud CPM vendor, and the only one to embrace – not replace – Excel spreadsheets.

SirsiDynix

Acquisition in 2007
SirsiDynix are committed to their library customers and the communities they serve. Together with libraries, they help communities thrive by connecting people with library resources that educate and inspire. Their commitment extends beyond software and technical support - it means genuine service, to their libraries and to the industry.

Four Winds Interactive

Private Equity Round in 2019
After 10 years, 6,000+ clients and over 500,000 screens deployed, FWI’s software platform is driving visual communications to millions of people everyday in airports, banks, corporate campuses, professional sports stadiums, hospitals, hotels, casinos, universities, manufacturing facilities and retail stores. FWI’s software drives numerous 1,000+ location networks for large enterprise customers. Facts: - Explosive growth over 10 years since FWI’s inception in 2005. - Offices in Denver, UK, Dubai and Mexico with continued domestic and international expansion planned. - 6,000+ clients worldwide - 500,000+ screens powered by FWI software Company awards and recognition: - 2015 Gartner Cool Vendor in Enterprise Content Management - 2014 ColoradoBiz Top Company, Software category - FWI President and CEO David Levin recognized by ColoradoBiz with a 2014 Gen XYZ award as one of 25 most influential young professionals - Ranked as No. 41 by Forbes Magazine on the 2012 list of America’s Most Promising Companies - FWI President and CEO David Levin recognized by Forbes Magazine as one of America’s Most Promising CEOs Under 35 - INC Hire Power award - Inclusion on the INC 5000 list since 2011 - Award winning implementations for multiple clients including Boston Logan International Airport, Royal Caribbean International, McCarran International Airport, Washington State Ferries, Leo Burnett and more.

Compliance Science

Private Equity Round in 2018
ComplySci is a provider of technology solutions for compliance organizations. It helps them to identify, monitor, manage and report on conflicts of interest arising from employee activities, including personal trading, gifts, and entertainment, political contributions, outside business affiliations, and other code of ethics violations. The company was founded in 2003 and is headquartered in New York.

BigMachines

Series B in 2001
BigMachines is the global leader in enabling B2B sales, helping companies sell more and sell faster. BigMachines' award-winning on-demand configurator, pricing and quoting, proposal generator, and B2B eCommerce software solutions empower sales across customers' channels by streamlining their sales processes from opportunity to order. Using BigMachines software, sales teams and channels can quickly configure products, generate quotes and proposals, manage complex pricing, generate legal contracts, and manage orders. BigMachines offers extensive reporting capabilities and easily integrates to leading CRM and ERP systems, including those from salesforce.com, Oracle, Microsoft and SAP. BigMachines' rapidly growing customer base includes global leaders such as Kodak's GCG, Siemens, Ingersoll Rand, and NTT Communications, as well as innovative growth companies such as Acme Packet and Voltaire.

ESO

Private Equity Round in 2021
ESO develops an electronic health record and data exchange software intended to improve community health through the power of data. Their healthcare, public safety, and technology experts provide innovative software solutions on the market, including the ESO Electronic Health Record (EHR) software, as well as the first-of-its-kind healthcare interoperability platform, ESO Health Data Exchange (HDE). ESO was founded in 2004 and is headquartered in Austin, Texas.

Market Track

Acquisition in 2017
Market Track provides web-based competitive analysis, ad tracking, and decision-support solutions that help businesses make better strategic decisions. The company monitors over 250 U.S. and Canadian marketing for every channel of trade and provides retailers and manufacturers with tools to monitor promotional activity, enable dynamic decision-making, and turn information into insight. Market Track was founded in January 1990 and is based in Chicago, Illinois.

Surgical Information Systems

Acquisition in 2006
Surgical Information Systems (“SIS”) provides software solutions that are uniquely designed to add value at every point of the perioperative process. Developed specifically for the complex surgical environment, all SIS solutions are architected on a single database and integrate easily with other hospital systems. As the only surgical scheduling and Anesthesia Information Management System (AIMS) endorsed by the American Hospital Association (AHA), SIS’ complete perioperative solution is proven to support hospitals’ goals of helping increase operational efficiencies, improve financial performance, and deliver better patient outcomes throughout the continuum of care.

Vertafore

Acquisition in 2016
Vertafore is the leading provider of software and information to the insurance distribution channel including independent agents, brokers, MGAs, carriers and reinsurers. Vertafore leverages a unique industry presence to deliver meaningful solutions - powerful technology, critical information and robust insights to help organizations effectively respond to business challenges and capture new opportunities. Vertafore solutions have helped more than 17,000 customers and 500,000 users gain a competitive advantage to accelerate their business performance.

Mitratech Holdings Inc

Acquisition in 2011
Mitratech is differentiated by a complete focus on the corporate legal department, accountability for driving your success, and continuous collaboration with our network of clients and partners. Discover our story. For nearly 30 years, Mitratech has been focused on a singular mission: to make the legal department the best-run function in the corporation. Best-run legal departments are focused on generating tangible business value through effective collaboration with internal and external partners, operational excellence that ensures predictable and repeatable processes, and strategic decision-making based on clear visibility into both past, present, and future performance indicators. Mitratech as a company is also focused on operating as a best-run organization, and we know that in order to deliver on this mission to our clients and the market at large, we must hold ourselves to those same high standards. The end result? Over 750 highly-satisfied, world-class legal department clients, highly engaged and passionate team members, and deep financial stability that allows us to invest, innovate, and deliver the best corporate legal software products in the industry.

Apptio

Acquisition in 2018
SaaS-based Technology Business Management solutions for managing IT businesses

HouseCall

Debt Financing in 2022
Housecall Pro is a developer of a mobile software platform used to connect back-end business operations and homeowners. It is a full-service tool that enables service professionals to run their entire business on their smartphone and complimentary web portal. The tool is offered at a competitive low cost and supports service professionals with all aspects of their workflow, including job scheduling, customer database, invoicing and payment processing, and technician dispatch. Housecall Pro was established in 2013 and is headquartered in San Diego, California.

Khoros

Acquisition in 2018
Khoros is a computer software company that offers a customer engagement platform that turns siloed knowledge into enterprise value and customers into contributors. It enables companies the ability to run their business with their customers, anticipating their needs, accelerating sales, loyalty, and innovation.

SumTotal Systems

Acquisition in 2009
SumTotal Systems, LLC, the largest independent provider of integrated HR solutions, is increasing the performance of some of the world’s most successful organizations, including AstraZeneca (NYSE: AZN[ADR]; London: AZN), Amway (KUL: AMWAY), and Seagate (NYSE: STX). The only HR solution provider to deliver Talent Expansion, a whole new approach to discovering, developing and unleashing hidden potential within our customers’ workforce, SumTotal delivers employee enablement solutions that help organizations become great places to work. SumTotal’s people-focused applications, available on premise and in the Cloud, enable contextual, just-in-time development designed to advance employees’ skills and knowledge. Today, more than 3,500 organizations, including several of Fortune’s “Best Places to Work,” rely on SumTotal’s on premise and cloud-based Talent Expansion applications to enable their employees.
DataCore Software is a leading independent software vendor specializing in storage virtualization, storage management, and storage networking. Founded in 1998, the privately-held firm operates global sales, support and service from headquarters in Ft. Lauderdale, Florida and through worldwide subsidiaries and distribution partners. Global 2000 data centers, enterprises of all sizes, storage OEM's, and system builders rely on DataCore solutions to virtualize storage, easily expand capacity, protect and enhance access to data, and centralize and automate storage administration for Windows, UNIX, Linux, MacOS, and Netware systems. DataCore has thousands of customers worldwide and, through its network, of authorized and trained solution providers, offers its rich set of core competencies to solve some of the biggest challenges facing businesses today.

BlueConic, Inc.

Venture Round in 2022
BlueConic is a customer data platform that liberates marketers' first-party data from all the disparate systems in which it exists and makes it available wherever and whenever it is required for marketing. More than 300 consumer and B2B brands, including Hearst Newspapers, Moen, T-Mobile, ING, National Geographic, and Franklin Sports, leverage BlueConic to unify their first-party customer data into persistent, person-level profiles, and then activate it across their marketing ecosystem. Founded in 2010, the company is headquartered in Boston, with offices in Europe.

ADERANT

Acquisition in 2008
ADERANT provides integrated business management software and consulting services to law firms, corporate legal departments, and professional services organizations in the United States and internationally. The company offers ADERANT Expert, an integrated software suite that contains applications for business management, practice management, time and billing, financial management, business intelligence, and performance management that are used by law firms for servicing clients and managing operations. Its software suite also includes Expert Framework, a technology architecture that enables its clients to benefit from new functionality and technology; and Novient, which helps professional service organizations, such as consulting firms, technology providers, and service groups in managing employees. In addition, the company offers a suite of professional services, including business process consulting, best practices consulting, education and training, technical consulting, project and project management, change and communications management, and customer support services. ADERANT was formerly known as Solution 6 Professional and Enterprise. The company was founded in 1978 and is headquartered in Atlanta, Georgia with additional offices in Tallahassee, Florida; Laguna Niguel, California; Sydney and Melbourne, Australia; Auckland, New Zealand; and London, the United Kingdom. ADERANT is a former subsidiary of Solution 6 Holdings, Ltd.

SmartBear Software Inc.

Private Equity Round in 2020
It’s hard to imagine our lives without software. It touches nearly everything we experience. We expect it to work. Perfectly. Every time. But you know it’s not that simple. You understand how critical quality is when you bring those experiences to life. You make sure it works. And we’re here to help you. Perfect experiences require smart tools that build, test, and monitor great software, faster. You rely on innovative tools backed by a passionate team to make it all happen. Always. No matter what. Those tools are SmartBear tools. That team is SmartBear.

Securonix

Private Equity Round in 2022
Securonix is working to radically transform all areas of data security with actionable security intelligence. Our purpose-built, advanced security analytics technology mines, enriches, analyzes, scores and visualizes customer data into actionable intelligence on the highest risk threats from within and outside their environment. Using signature-less anomaly detection techniques that track users, account and system behavior, Securonix is able to detect the most advanced insider threats, data security and fraud attacks automatically and accurately. Globally, customers are using Securonix to address the most basic and complex needs around advanced persistent threat detection and monitoring, high privileged activity monitoring, enterprise and web fraud detection, application risk monitoring and access risk management.

Zywave

Acquisition in 2008
Zywave leads the insurance tech industry with the most expansive portfolio of sales mgmt and client delivery solutions

C2FO

Series H in 2022
C2FO provides a platform with many dynamic tools to help manage businesses' accounts payable and accounts receivable on-demand. C2FO is the first working capital market in the world. Their ability to create a seamless match between A/R and A/P has enabled efficiency in the riskless provisioning of working capital between suppliers and buyers. Finally, suppliers can take control of their cash flow while buyers can increase EBITDA and gross margin and earn a better return on short-term cash while improving the financial health of their supply chains.

Superion

Acquisition in 2016
Superion is a leading provider of software and services aligned to serve five key customer segments – Public Administration, Public Safety and Justice, State Government, Federal Government and Nonprofit Agencies.

Active Network

Acquisition in 2013
ACTIVE Network® is the premier global marketplace for activities and events, connecting participants and activity organizers, while offering intelligence solutions through our industry-leading data and insights platform. Our enterprise-level ACTIVEWorks® platform offers organizers advanced SaaS technology that streamlines the administration of activities and events. Our ACTIVE Network Activity Cloud® platform combines intelligence solutions and data tools to provide actionable insights that help organizers better manage their events and increase both revenue and participation. Founded in 1999, ACTIVE Network is headquartered in Dallas, Texas, with offices throughout North America, Europe, Asia and Australia. For more information, please visit ACTIVEnetwork.com and follow us on Twitter at @ACTIVEnetwork.

Spredfast

Private Equity Round in 2021
Spredfast, Inc. provides a social relationship platform that allows enterprise brands and organizations to manage, monitor, and measure their social media programs in the United States and internationally. The company was formerly known as Social Agency, Inc. and changed its name to Spredfast, Inc. in January 2010. Spredfast, Inc. was founded in 2008 and is based in Austin, Texas with an additional office in London, United Kingdom. As of October 2, 2018, Spredfast, Inc. operates as a subsidiary of Lithium Technologies Inc.

Greenway Health

Acquisition in 2013
Greenway delivers the clinical, financial and administrative information solutions healthcare providers need to manage delivery of high-quality, cost-effective care and improve health outcomes. By using Greenway’s clinically driven revenue cycle management™ services and interoperability solutions, providers across physician practices, clinics and health systems experience improved care coordination and productivity so they can focus on patients instead of paperwork

Pluralsight

Acquisition in 2020
Pluralsight LLC. provides online development and IT training services for software professionals worldwide. It offers its online training courses for professional developers, IT admins, and creative artists. It serves individuals and businesses, as well as academic and government sectors. Pluralsight LLC. was founded in 2004 and is based in Farmington, Utah. Pluralsight LLC operates as a subsidiary of Pluralsight, Inc.

Dispatch Technologies, Inc.

Corporate Round in 2018
Dispatch is the operating system that empowers modern service experiences for the world’s largest service brands. Our platform connects the enterprise, service provider, and customer together to create a world-class service experience that surpasses the rising expectations of the modern-day market.

ARCOS LLC

Acquisition in 2021
ARCOS software solutions have been designed specifically to meet the needs of utilities during an emergency, restoration, and all hazard events.

Lithium Technologies

Acquisition in 2017
Lithium builds trusted relationships between the world’s best brands and their customers, helping people get answers and share their experiences. Brands like Microsoft, HP, Sephora, Virgin and Barclaycard and customers in more than 34 countries rely on Lithium to help them connect, engage, and understand their total community. With more than 100 million monthly visits over all Lithium communities and 750 million online profiles scored by Klout, Lithium has one of the largest digital footprints in the world. Using that data and the company’s software, Lithium customers boost sales, reduce service costs, spark innovation, and build long-term brand loyalty and advocacy.

Zapproved LLC

Private Equity Round in 2017
Founded in 2008, Zapproved LLC is a pioneer of cloud‐based software for corporate legal departments. Their Z-Discovery Suite returns power to in‐house corporate legal teams and helps them navigate electronic discovery with minimal risk and cost, setting new standards for scalability and intuitive design. The company's flagship product, Legal Hold Pro, is widely adopted by Fortune 500 and Global 2000 corporations and has earned recognition with numerous awards, including Best E-Discovery Legal Hold Product at the 2015 and 2016 Legaltech News Innovation Awards. The 2016 and 2017 Deloitte Technology Fast 500 lists have ranked Zapproved as one of the fastest growing companies in North America.

TripleLift

Acquisition in 2021
TripleLift builds technology to make ads that empower rather than interrupt. Leveraging pioneering computer vision technology, TripleLift creates ads that blend in with the user experience as people consume content within television, walled gardens and the open web.

Numerator

Acquisition in 2017
Numerator is a market intelligence firm that brings together omnichannel marketing, merchandising and sales data to make pursuing new possibilities simple for brand, retail and agency clients. Owned by Vista Equity Partners, Numerator is uniquely able to link what people buy to the reasons and influences behind their purchases, combining the power of the InfoScout OmniPanel, which to-date has captured over 500 million brick-and-mortar and ecommerce purchase receipts, and the advertising, promotion, ecommerce pricing, and digital shelf messaging that influence the path to purchase. Numerator is a primary source of real-time, path and purchase data for industry leaders such as Nike, Unilever, Samsung, Procter & Gamble, and MillerCoors.

iCIMS, Inc.

Private Equity Round in 2018
iCIMS is the talent cloud company that empowers organizations to attract, engage, hire, and advance the right talent that builds a diverse, winning workforce. iCIMS accelerates transformation for a community of more than 4,000 customers, including a third of the Fortune 100, that employ more than 30 million people worldwide. For more information, visit www.icims.com.

TCGplayer.com

Venture Round in 2021
TCGplayer has been recognized by Fortune as one of the top 100 workplaces for women and also has been named a top 50 workplace within New York State. Prior to taking outside investment the company had grown to over 200 employees at their headquarters in Syracuse, NY and their newest office in Atlanta, GA.

Jebbit, Inc.

Private Equity Round in 2022
Jebbit has built the world’s first declared data platform. Our platform enables marketing and sales teams to create beautiful, mobile experiences aimed at capturing the most important consumer data an enterprise needs. Instead of relying on third-party data which is often highly inaccurate and incomplete, enterprise brands use Jebbit to capture consumer intentions, motivations, and preferences. Customers include travel, ecommerce, and sports brands such as Cathay Pacific Airways, LifeLock, and the New England Revolution. Jebbit was named one of the Top 25 Most Promising Companies in the World by CNBC, the Best Tech Culture in Boston 2016, and its cofounders are Forbes 30 Under 30 honorees. To learn how you can get started with a declared data strategy, visit www.jebbit.com.

Stämm

Series A in 2022
Stämm provides bioreactors for biomass manufacturing with fermentation. The company offers grown, an automatized continuous batch system for microbial growth; wired, to track biological, physical, and chemical variations within the bio-processors; and coded, to observe microorganisms, transforms data base into knowledge, to predict the behavior of strains within the bioreactors. The company was founded in 2014 and is based in San Francisco, California.

Jamf Holding Corp.

Acquisition in 2017
Jamf creates IT software that manages Apple devices and helps organizations succeed. Jamf delivers, support, and service the solution for Apple management needs in education and businesses. Jamf success is achieved through dialogue with colleagues, customers, and industry leaders. Today, they are the world leader in macOS and iOS management with offices. The company was founded in 2002 & is headquartered in Minneapolis, Minnesota.

OfficeSpace Software Inc.

Private Equity Round in 2022
OfficeSpace Software Inc. develops and offers facility management software. It offers OfficeSpace, a workplace experience platform to connect with co-workers; simplify one-off moves and large-scale relocations; make decisions with real-time data; and find and book rooms. The company’s OfficeSpace also protects its customers and their data in the areas of infrastructure, data in transit, data at rest, authentication, and audits. The company was founded in 2004 and is based in New York, New York.

FlashParking, Inc.

Private Equity Round in 2022
FlashParking is the total simple approach to parking with their integrated suite of hardware and subscription solutions for parking operators and asset owners to manage their gated, parking lot, and valet operations. With their award-winning parking solutions, FlashParking's customers can take control of their revenue.

Sonatype, Inc.

Acquisition in 2019
Sonatype helps enterprises get precise intelligence about open source components and accelerate software innovation, quality, and security. It has a long history of partnership with the world of open source software development. From being a core contributor to Apache Maven, to supporting the world’s largest repository of open source components (Central), to distributing the world's most popular repository manager (Nexus), Sonatype exists for one simple reason; to help accelerate software innovation. Sonatype was established in 2008 and is based in Fulton, Maryland with offices in McLean, London, and Sydney.

TripleLift

Private Equity Round in 2021
TripleLift builds technology to make ads that empower rather than interrupt. Leveraging pioneering computer vision technology, TripleLift creates ads that blend in with the user experience as people consume content within television, walled gardens and the open web.

MedTrainer

Series B in 2022
MedTrainer operates as a healthcare-focused compliance management suite. It offers eLearning, policy and procedure management, safety plan authoring and management, incident management, credential management, safety data sheet (SDS), contract management, equipment lifecycle management, and much more. MedTrainer is a one-stop solution for healthcare compliance with over 300,000 active users and growing. The company was founded in 2013 and is headquartered in Redlands, California.

AltaReturn

Acquisition in 2019
Allvue is the market leader in software solutions to the Private Capital and Fixed Income markets. Formed by the combination of AltaReturn and Black Mountain, Allvue helps over 400 fund managers, LPs, administrators, banks, and insurance companies with their fund accounting, investor reporting, portfolio management, data aggregation and compliance needs. Available as an integrated end-to-end suite or as independently licensed modules, Allvue helps eliminate the boundaries between systems, information, and people to get the right information to the right people - when they need it. Over $2.5 trillion in capital is managed using the Allvue platform.

BigMachines

Venture Round in 2012
BigMachines is the global leader in enabling B2B sales, helping companies sell more and sell faster. BigMachines' award-winning on-demand configurator, pricing and quoting, proposal generator, and B2B eCommerce software solutions empower sales across customers' channels by streamlining their sales processes from opportunity to order. Using BigMachines software, sales teams and channels can quickly configure products, generate quotes and proposals, manage complex pricing, generate legal contracts, and manage orders. BigMachines offers extensive reporting capabilities and easily integrates to leading CRM and ERP systems, including those from salesforce.com, Oracle, Microsoft and SAP. BigMachines' rapidly growing customer base includes global leaders such as Kodak's GCG, Siemens, Ingersoll Rand, and NTT Communications, as well as innovative growth companies such as Acme Packet and Voltaire.

TripActions, Inc.

Debt Financing in 2020
TripActions, Inc. develops an online platform to manage corporate travel operations. It offers TripActions, a solution that enables users to build, manage, and scale a corporate travel management program that give their travelers the booking experience, access to inventory, and personalized support. The company serves finance, human resources, travel managers, inventory, and other markets. TripActions, Inc. was incorporated in 2015 and is based in Palo Alto, California. It has additional offices in San Francisco, California; Seattle, Washington; New York, New York; Dallas, Texas; Chicago, Illinois; London; United Kingdom; Amsterdam, the Netherlands; Sydney, Australia; and Tel Aviv, Israel.

BigTime Software

Private Equity Round in 2022
BigTime Software develops cloud-based time-tracking, billing, and project management software for professional services firms and licensed OEM partners. It offers browser-based interface for practice management that allows professional services firms to instantly deploy and connect to existing back-office services. BigTime Software also provides get time and expense tracking, WIP management, billing and invoicing, task and workflow management, and more. It serves accounting, architecture and engineering, consulting, creative, government contracting, IT services, and law firms in the United States, Canada, the United Kingdom, and Australia. Brian Saunders founded Edison's Attic in 2002 that became BigTime Software in October 2010. It has its headquarters in Chicago in Illinois.

Assent Compliance

Series D in 2022
Assent specializes in IT solutions that help organizations with their compliance strategies. These solutions are developed and executed through an open dialog between their clients, environmental consultants, their IT developers and their operations department. Their solutions are comprehensive, customizable and affordable with customer service being a core focus. Their clients range from mid size to fortune 500 with offices in Canada, the United States and the UK.

Alegeus

Acquisition in 2018
Alegeus is the market leader in consumer directed healthcare solutions supporting 40% of the CDH benefit accounts in the market.
MDSI Mobile Data Solutions is the largest, most proven provider of mobile workforce management solutions in the market today. MDSI's suite of applications improves customer service and relationships, and reduces operating costs by empowering service companies to optimally manage their field resources.

Bullhorn

Acquisition in 2012
Bullhorn provides cloud-based CRM solutions for companies in business services industries. Its data capture and customer insight technology puts the most up-to-date and powerful information at users’ fingertips to give them everything they need to win customers and keep them happy. Today, Bullhorn serves more than 10,000 clients and 350,000 users, and its software solutions are used by some of the world’s most prominent business services enterprises to help increase sales, improve service delivery, and streamline operations. Headquartered in Boston, the company has offices in St. Louis, London, and Sydney, with 500 employees globally.

Schoox

Private Equity Round in 2021
Schoox is an eLearning company that specializes in the fields of corporate training, online training, eLearning, LMS, talent development, and SaaS. It helps employees learn, develop their skills, and drive the company's business growth. It was founded in 2012 and headquartered in Austin, Texas.

Accruent

Private Equity Round in 2013
Accruent is a global software company that helps organizations achieve superior performance by transforming how they manage their physical resources. Its innovative, industry-leading cloud-based software and services enable organizations to optimize all stages of real estate, facilities and asset management, from capital planning through to IoT-based monitoring and control. With a proven track record across two decades, Accruent has created the only integrated SaaS-based framework and reporting platform for full lifecycle physical resource management. More than 7,000 global customers depend on Accruent solutions to drive out hidden costs, extend asset lifecycles, protect their brands, ensure compliance and deliver on the missions of their organization. Headquartered in Austin, Texas, Accruent serves a wide range of industries in 149 countries around the world.

Xactly

Acquisition in 2017
Xactly is a leading global provider of enterprise cloud-based Sales Performance Management solutions for planning and incenting sales organizations, including sales quota and territory planning, incentive compensation management, and predictive analytics. Xactly Incent Suite drives sales behaviors to align with company objectives, increasing employee trust and loyalty with error-free commission payments and on-demand visibility, improving operational efficiencies and productivity.

PeopleAdmin, Inc.

Acquisition in 2014
PeopleAdmin is a recognized leader in Talent Management solutions specifically designed for Higher Education and Government. We help our customers build better organizations so they can build a better future. The company’s unique web-based solutions enable organizations to: automate and streamline the hiring process; improve candidate communication; efficiently manage position descriptions and employee performance; develop compliant and defensible audit trails to defend talent management decisions; and utilize industry-leading reporting and metrics. More than 700 organizations rely on PeopleAdmin to strengthen and simplify their talent management process.

Marketo

Acquisition in 2016
Marketing automation software

Starhome Mach

Acquisition in 2018
Starhome Mach enables seamless and secure roaming and IoT connectivity. In 1999 Starhome Mach revolutionized the Mobile industry with the introduction of its game changing international Roaming solutions. With exceptional customer base that encompasses more than 300 mobile network operators, in over 130 countries, including 24 leading telecom groups, Starhome Mach provides a comprehensive portfolio of value-added global roaming for wholesale and retail, clearing, IoT connectivity and real-time anti-fraud solutions. Starhome Mach’s innovative solutions overcome the complex challenges and unexpected obstacles of the hyper-connected world, in order to drive real-time business impact and deliver outstanding user experience. Simple as that. For more information about Starhome Mach, visit starhomemach.com.

Advicent Solutions

Acquisition in 2011
Advicent Solutions is now the leading provider of SaaS technology solutions for the financial services industry. Our products include financial planning, goals assessment and marketing communications tools. Thousands of financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help build their foundations for success.

Gainsight, Inc.

Acquisition in 2020
Gainsight’s customer success technology helps businesses retain customers and drive company growth. Its innovative customer-centric technology is driving the future of customer success. The company’s customer cloud offers a powerful set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together enable businesses to put the customer at the center of everything they do. The company was founded in 2009 and is headquartered in San Francisco, California.

AlertMedia

Acquisition in 2021
AlertMedia provides a critical communications platform and monitoring services to enterprise customers. As the fastest-growing, enterprise communications and monitoring company, AlertMedia helps organizations securely and effectively monitor threats, streamline notifications, and improve employee safety. The company’s fully integrated, cloud-based platform delivers communications that protect organizations, improve operations, and mitigate loss from anywhere, at any time, using any device. It was founded in 2013 and is headquartered in Austin, Texas.

Tibco Software

Acquisition in 2014
TIBCO unlocks the potential of real-time data for business to make faster, smarter decisions. From APIs and systems to devices and people, TIBCO interconnects everything, capture data in real time wherever it is, and augment the intelligence of businesses through analytical insights. Thousands of customers around the globe rely on TIBCO to build compelling experiences, energize operations, and propel innovation.

Upserve, Inc.

Venture Round in 2017
A restaurant management platform designed to make restaurants run smoother operations and exceed guest expectations

NAVEX Global

Acquisition in 2014
NAVEX Global’s comprehensive suite of ethics and compliance software, content and services helps protect your people, reputation and bottom line. The trusted global expert to nearly 75 percent of the FORTUNE 100 and 8,000+ clients overall, their solutions are informed by the largest ethics and compliance community in the world. More information can be found at www.navexglobal.com.Products: Online training, case management, risk reporting, third party risk management, policy management & expert advisory services.

JIO

Private Equity Round in 2020
Reliance Jio Infocomm is a company providing wireless telecom products and services. The Company offers voice, data, and messaging services, as well as distributes smartphones and hotspot devices. Its areas of research, development and new service deployment include blockchain, artificial intelligence, open source platforms, IOT, data analytics, and next-gen cloud services.

RADAR

Private Equity Round in 2018
RADAR®, a patented SaaS-based incident response management platform that simplifies and streamlines compliance with data breach laws. The RADAR Breach Guidance Engine™ leads users through an intuitive workflow that profiles and scores data privacy and security incidents and generates incident-specific notification guidelines to help ensure compliance with data breach laws as well as contractual notice obligations. Fortune 100 companies and other organizations from heavily regulated industries in finance, healthcare, insurance, and beyond rely on RADAR for an efficient and consistent process for incident response.

STATS

Acquisition in 2014
Founded in 1981, STATS began as a grass roots operation tracking baseball in a unique, esoteric fashion. Today, with more than 25 years of experience in sophisticated sports data collection, processing and distribution, STATS is the world's leading sports information, content and statistical analysis company.

Applied Systems

Acquisition in 2004
Applied Systems is an innovative insurance software provider and a pioneer in agency management systems and data exchange between agencies, brokers, carriers, and their clients. It provides various services and products for its clients, including Epic, an agency and brokerage management system for insurance agencies to optimize business for growth and to build client relationships; TAM, an agency management software that allows agencies to manage day-to-day business operations; DORIS, an online agency management system that provides access to fundamental features, functions, and workflows needed to run an agency, including automated interface with various insurance carriers; and Vision, which enables agencies to manage complex business structures and complicated commercial lines of coverage, specialty lines of business, or non-traditional niche markets. Applied Systems also offers some additional services that include Performance Management, which accesses, aggregates, and analyzes multiple sources of raw data; and Mobile Producer, a mobile insurance application for producers that brings client, policy, and sales information to iPad or Android tablets. It serves insurance professionals, agencies, brokerages, and carriers in North America and internationally through its professional services, such as insurance consulting, data, education and training, and support services. Applied Systems was founded in 1980 and is headquartered in University Park, I.L. with additional offices in Ontario, Canada and East Sussex, United Kingdom.

Allocate Software

Acquisition in 2018
Allocate Software is the leading workforce optimisation software applications provider for global organisations with large, multi-skilled workforces. With over 18 years' experience, they ensure customers can match operational demands with workforce supply. Using MAPS, Allocate Software's workforce optimisation application, organisations can deploy the right people with the right skills, to the right place, at the right time. Founded in 1991, Allocate Software plc is a British public company listed on the UK AIM stock market.

StarRez

Private Equity Round in 2022

mabl

Series C in 2021
mabl Inc. provides automated testing service which automatically fixes broken tests and identifies regressions using machine learning. It provides scriptless testing, software-as-a-services (SaaS), test auto-healing, machine-driven regression testing, and integrations. The company was founded in 2016 and is based in Boston, Massachusetts.

Olive

Series H in 2021
Olive AI, Inc. develops an artificial intelligence (AI) and robotic process automation solution for healthcare organizations. It offers Olive, an AI-as-a-Service that is used to automate workflow ranging from claim status checks and account updates to prior authorizations and others. The company was formerly known as CrossChx, Inc. and changed its name to Olive AI, Inc. in July 2018. Olive AI, Inc. was founded in 2012 and is based in Columbus, Ohio.

Accelya Solutions

Acquisition in 2019
Accelya Solutions provides technology products and services to the travel and transport industry. Founded in 1976, Accelya delivers financial, commercial, cargo and analytics solutions designed for a world on the move. Formed through the merger of Accelya and Mercator, Accelya provides the mission-critical solutions that account for and manage more than 5 billion financial transactions and 75 million tons of cargo annually. Accelya serves as a strategic partner to more than 400 airlines, travel agents and shippers.

Updater, Inc.

Debt Financing in 2022
Updater, Inc. develops tools for consumers to complete their moving-related tasks in the United States. It provides ReloTech, which makes moving easier for the households that relocate every year. The company enables contextual and personalized communication between relocating consumers and the businesses. It serves real estate companies to help their clients transition to their new home. Updater Inc. was founded in 2010 and is based in New York, New York.

Aptean

Private Equity Round in 2019

Aptihealth

Series B in 2021

Mediaocean LLC

Acquisition in 2015
Mediaocean provides software platforms for the advertising community. Its traditional and digital media platforms enable agencies and brands to manage and coordinate the advertising workflow such as planning and buying, analyzing and optimizing, and invoicing and payments. The company offers Spectra, an advertising management platform that enables its users to manage business data, control expenditure, and find solutions for billing, accounting, and workforce time management; Prisma that delivers operational infrastructure and data intelligence services across multiple channels, including display, video, mobile, search, social, and more; Optica, a cloud-based advertising delivery network and trafficking management system that combines media, talent, and advertising delivery; Aura, a project time and cost management platform that allows its users to track time, monitor costs, and track and reimburse expenses; and Connect that integrates media suppliers, data providers, advertising servers, and third-party technologies allowing agencies to build optimal solutions for businesses and operations. The company serves media agencies, creative agencies, publishers, broadcasters, advertising technology companies, and electronic businesses worldwide. Mediaocean was formerly known as Donovan Data Systems, Inc. and changed its name to Mediaocean in March 2012. It was founded in 1967 and is headquartered in New York, United States. It also has offices in Atlanta, Georgia; Chicago, Illinois; Louisville, Kentucky; Hasbrouck Heights, New Jersey; Los Angeles, California; Toronto, Canada; London, United Kingdom; Düsseldorf, Germany; Paris, France; and Pune, India.

Globalization Partners

Private Equity Round in 2022
Globalization Partners’ Global Expansion Platform™ enables you to hire in more than 150 countries within days, and without the need to set up costly foreign subsidiaries. You identify great talent anywhere in the world, and we put them on our fully compliant global payroll - lifting the burden of global corporate tax, legal, and HR matters from your shoulders to ours. Whether it’s to test a new market or expand your talent pool, Globalization Partners is the most trustworthy solution in the market. We have dual U.S. headquarters to serve you in Boston and San Diego, and regional hub offices located worldwide in Germany, the UAE, India, Brazil, Mexico, Singapore, and the UK. Globalization Partners is also the only global employer of record that is Privacy Shield certified for HR Data. To find out more, please visit https://www.globalization-partners.com.

Granicus

Private Equity Round in 2020
Granicus provides technology that empowers government organizations to create better lives for the people they serve. By offering the industry’s leading cloud-based solutions for communications, meeting and agenda management, and digital services to more than 3,000 public sector organizations, Granicus helps turn government missions into quantifiable realities. Granicus products connect more than 150 million people, creating a powerful network to enhance government transparency and citizen engagement. By optimizing decision-making processes, Granicus strives to help government realize better outcomes and have a greater impact for the citizens they serve. As a company, Granicus helps empower some of the most creative people in the world who innovate within complex public sector organizations. We help make policies more effective and to transform the citizen experience so that everything from road closures to fostering programs are better communicated, understood, and ultimately successful. Granicus and GovDelivery – both founded in 1999 – merged to form a new joint effort to support the needs of the public sector. As a newly-combined entity, Granicus’ mission reflects those of its legacy companies in delivering services that bring value to the public and help government accomplish its goals. This powerful alignment allows us to bring even more scale and innovation to the clients we serve.

Trintech

Private Equity Round in 2015
Today, over 3,100 clients across 100+ countries – including the majority of the Fortune 100 – rely on Trintech’s solutions to help streamline their high-volume transactions and GL account reconciliation, manage their journal entry process, speed their month-end close, and ensure regulatory and other compliance efforts. Trintech customers include many of the global leaders and local specialists in retail, technology, restaurants, manufacturers, hospitality, finance, healthcare, and more. Clients who have placed their trust in Trintech include American Express, Uber, McKesson, Verizon, Costco, Walgreens, HP, Microsoft, Siemens Corporation, FedEx, Ports America, AstraZeneca, Academy Sports + Outdoors, Nationwide, BAE Systems, Coach, Coca-Cola, Ralph Lauren, ConAgra, Dr. Pepper/Snapple, BJ’s Restaurants, Toyota Financial Services, as well as many more notable household names.

HumanCo

Venture Round in 2021
HumanCo is a disruptive mission-driven holding company that focuses on investing in Healthier Living. Despite all the advances in science and modern medicine, this is the first generation in recorded human history that is predicted to live a shorter lifespan than the previous generation. At HumanCo, it hopes to reverse this trend and effect meaningful change through the companies in which we invest and incubate.

Quick Base, Inc.

Private Equity Round in 2019
Quick Base is the platform that businesses use to quickly turn ideas about better ways to work into apps that make them more efficient, informed and productive. More than 6,000 customers use it, including half of the Fortune 100, across a variety of industries and use cases.

Newscycle solutions

Acquisition in 2013
Newscycle is an American software development company offering global technology products for the news media industry. The company specializes in comprehensive media solutions for both print and digital publishers. Newscycle provides cloud-based enterprise solutions in circulation management, advertising, analytics, content curation, cloud migration, pagination, and customer relationship management. Newscycle develops and delivers software technology that empowers the global news media industry. Our solutions enable publishers to thrive in a rapidly transforming market. We help our clients in their mission to create stronger, better informed communities, while protecting the integrity of news, advertising and customer information. Newscycle is a trusted partner serving more than 750 media enterprises, including 1,200 companies with 8,000 properties across 45 countries on six continents. The company is headquartered in Bloomington, MN and has U.S. offices in Florida, Michigan and Utah; with international offices in Denmark, Germany, Malaysia, Sweden, and the United Kingdom; and satellite offices in Australia, Canada and Norway.

Quick Base, Inc.

Acquisition in 2019
Quick Base is the platform that businesses use to quickly turn ideas about better ways to work into apps that make them more efficient, informed and productive. More than 6,000 customers use it, including half of the Fortune 100, across a variety of industries and use cases.

TigerConnect, Inc.

Private Equity Round in 2022
TigerConnect is a provider of clinical communication solutions, TigerConnect helps physicians, nurses, and other staff communicate and collaborate more effectively, accelerating productivity, reducing costs, and improving patient outcomes. Trusted by more than 4,000 healthcare organizations, TigerConnect maintains 99.99% uptime and processes over 10 million messages each day. Its category-leading product innovations and advanced integrations with critical hospital systems deliver high value for hospitals and large health systems. Their commitment to client success is reflected in their broad support organization that works directly with clients at every stage to streamline communication workflows and achieve the highest possible ROI. The company was incorporated in 2010 and is headquartered in Santa Monica, California.

Acquia

Acquisition in 2019
Acquia provides a cloud platform for building that delivering and optimizes digital experiences. With Acquia, organizations around the world including BBC, Nasdaq, Stanford University, and the Australian Government accelerate time to market and drive customer engagement through cross-channel, contextually relevant, and high-impact digital experiences. The company was founded in 2007 and is headquartered in Boston, Massachusetts.

Integral Ad Science

Acquisition in 2018
Integral Ad Science (IAS) is a global technology and data company that builds verification, optimization, and analytics solutions to empower the advertising industry to effectively influence consumers everywhere, on every device. It solves the most pressing problems for brands, agencies, publishers, and technology companies by verifying that every impression has the opportunity to be effective, optimizing towards opportunities to consistently improve results, and analyzing digital's impact on consumer actions.  Built on data science and engineering, IAS is headquartered in New York with global operations in ten countries. Its growth and innovation have been recognized in Inc. 500, Crain’s Fast 50, Forbes America’s Most Promising Companies, and I-COM’s Smart Data Marketing Technology Company. Learn more at www.integralads.com.

P2 Energy Solutions incorporated

Private Equity Round in 2008
P2 Energy Solutions is the only technology company that provides a comprehensive range of software, geospatial data, land management tools, and outsourcing to the energy industry. More than 1,200 companies use P2 products and services daily to improve decision-making, gain clarity into complex workflow scenarios, and optimize upstream efficiency. While P2's core focus is the upstream oil and gas industry, their solutions are flexible and have been adopted by customers in manufacturing, midstream oil and gas, mining and minerals. With more than 80 years of experience in data and 30 years in software, P2 has offices around the world, and employs over 700 people.

SecureLink US

Private Equity Round in 2017
SecureLink is the leader in providing vendor privileged access and remote support solutions for both highly regulated enterprise organizations and technology vendors. SecureLink serves more than 30,000 organizations worldwide. World-class companies across multiple industries including healthcare, financial services, legal, gaming, and retail rely on SecureLink’s secure, purpose-built platform. SecureLink is headquartered in Austin, Texas.

MINDBODY

Acquisition in 2018
MINDBODY emerged from a simple idea: small business owners deserve the time to do what they love. Since its very first iteration, MINDBODY’s software has turned that idea into an imperative, streamlining all aspects of business management for thousands of health and wellness businesses across six continents. The result is software with a positive impact on the health and wellness of the world.

Wrike, Inc.

Acquisition in 2018
Wrike, Inc. develops and delivers on-demand project management and collaboration software. It offers business management software that includes project planning, marketing project management, scheduling software, task management, add-in for Microsoft Outlook, and time tracking software solutions. It serves Fortune 500 companies, and small and mid-size businesses, as well as solopreneurs and various teams worldwide. Wrike, Inc. was founded in 2003 and is based in San Jose, California with additional offices in Dublin, Ireland; and Prague, Czech Republic. It has a data center in Amsterdam, the Netherlands; and operations in Melbourne, Australia.

Rocket Lawyer

Venture Round in 2021
Rocket Lawyer was founded in August of 2008 to make legal services more simple and affordable for everyone. Since then, the company has helped over 20 million families and small businesses take care of their legal matters – so they can focus on what really matters. From free legal documents and business incorporation to discounted rates with outstanding attorneys, Rocket Lawyer is there to help every step of the way.

Autotask Corporation

Acquisition in 2014
Autotask Corporation develops professional services automation software that operates as a Web-based information technology (IT) services management software. Its software is designed to enable the management of professional services, such as managed services, break-fix, consulting engagements, system integration, networking projects, software implementations, service desk contracts, and scheduled maintenance. The company's hosted software solution also integrate with service desk, time and expense tracking, project management, contract management, and sales, billing, and reporting, as well as with MS Outlook, QuickBooks, remote monitoring and management, and managed services software applications. In addition, it offers solutions for manage day-to-day field service responsibilities with mobile access to service calls, tickets, queues, project tasks, and related customer and contact information; and Client Access Portal, which enables the provision of information from Autotask system to the clients via secure Web portals. Further, the company provides account management, professional services, technical support, business processing re-engineering, help desk practices, project management practices, scheduling and dispatching practices, and automatic ticket generation from e-mail practices. It serves value added resellers, managed service providers, systems integrators, IT service providers, IT consultants, independent software vendor, and VoIP solution providers. The company was founded in 2001 and is based in East Greenbush, New York.

EagleView Technologies

Acquisition in 2015
EagleView Technologies invented the concept of 3D aerial roof measurements and provides precise, accurate roof measurement reports. Using aerial photographs, EagleView uses proprietary, patent-pending software to provide a report with a 3D model, color photographs, length and area measurement, roof pitch and more. These reports are the third-party independent standard, have been tested thousands of times and are accepted by the largest insurance carriers. The service can be used anywhere or anytime using the EagleView apps for Android and iPhone registered contractors, insurance adjusters and insurance companies use EagleView reports for accurate estimates, ease of production planning, warranty documentation and to reduce conflicts and claim cycle times.

Return Path

Private Equity Round in 2014
Return Path is the expert in deliverability. Every day, our customers trust our data and insights to help them optimize their email marketing. Partnered with best-in-class email service providers, we help marketers take their email programs to the next level by driving more response and increasing revenue. At Return Path, we know email. Return Path was founded in 1999. Headquartered in New York, we have offices in Denver, Sunnyvale, Austin, Indianapolis, Toronto, London, Paris, Hamburg, Sydney, and Sao Paulo.

Quick Base, Inc.

Funding Round in 2019
Quick Base is the platform that businesses use to quickly turn ideas about better ways to work into apps that make them more efficient, informed and productive. More than 6,000 customers use it, including half of the Fortune 100, across a variety of industries and use cases.

Cvent

Acquisition in 2016
Event management software

SRC Software

Acquisition in 2002
SRC Software (www.srcsoftware.com) is the leader in providing flexibility and sophistication for enterprise financial planning and corporate performance management. With more than 2,400 installations in mid- to high-end enterprises, SRC Software's highly-personalized budgeting, payroll planning, and multi-source consolidation and reporting solutions are used by companies such as New Balance, Union Bank of California, C-SPAN, Lands' End, and Caterpillar Logistics Services. SRC Software offers a full complement of financial planning and analysis tools through its unique integration of spreadsheets and industry-leading databases complete with full-scale web deployment. SRC Software is privately held and majority owned by San Francisco-based Vista Equity Partners, a $1.3B private equity fund focused on high technology growth investments. SRC Software is privately held and based in Portland, Oregon with regional offices in New York City and Chicago, and international offices in Brussels, London, Stockholm, and Singapore.

EAB Global, Inc.

Acquisition in 2017
EAB is the leading provider of best practices research, student success management software, and data-enabled enrollment solutions to the not-for-profit higher education and K-12 markets. The Company’s solutions help institutions increase enrollment yield, balance financial aid with revenue generation, drive higher student retention and success, and implement industry best practices derived from benchmarking and research. EAB’s solutions are used by more than 1,100 higher education institutions, including 91 of the 100 U.S. News & World Report’s top universities, and nearly 100 K-12 institutions and districts.

Solera Holdings

Acquisition in 2015
Solera Holdings, Inc. was founded by Tony Aquila in 2005 to bring about a digital evolution of the insurance industry, starting with the processing of insurance claims. Today, their offerings bring together insurers, OEMs, dealers, SMR industry participants, and their customer’s customers, creating a digital marketplace that empowers the customer to manage the entire life of their vehicle in a single platform.

Social Solutions

Acquisition in 2014
Social Solutions has developed a results-oriented software to relate efforts of the social service industry to their evaluation and performance. They called the software "Efforts to Outcomes Software" or ETO Software®. In 2000, Social Solutions was launched to promote the benefits of relating efforts to outcomes to improve the effectiveness of social service delivery. Since making ETO Software available, it has been adopted by thousands of human service organizations and government agencies throughout the U.S. and Canada. Today, Social Solutions not only provides ETO Software®, but also a variety of ETO Sevices to assist organizations in their "ETOlution." Additionally, They engage in a wide array of advocacy efforts intended to build awareness and transform the way in which human services are delivered, funded, and evaluated.

7Park Data

Acquisition in 2018
7Park Data transforms data to revolutionize business decisions. Leveraging advanced machine intelligence, its platform transforms one petabyte of unstructured information into performance indicators for over 10,000 companies globally. Its clients are the most sophisticated investment firms and Fortune 500 corporations who depend on 7Park Data for more accurate benchmarking, forecasting, and strategic decision making. 7Park Data offers Avenue Suite, a collection of dashboards enabling business users to access, download, and visualize data. Avenue I/O, our developer site, provides open-source tools to quickly and easily build analytical products powered by our APIs. 7Park Data was founded in 2012 and is headquartered in New York City.

YU TEST

Acquisition in 2017
Applause is a crowd-sourced digital quality testing enabling companies to deliver digital experiences to their customers. Software is at the heart of how all brands engage users, and digital experiences must work flawlessly everywhere. With 300,000+ testers available on-demand around the globe, Applause provides brands with a full suite of testing and feedback capabilities. This approach drastically improves testing coverage, eliminates the limitations of offshoring and traditional QA labs, and speeds time-to-market for websites, mobile apps, IoT, and in-store experiences. Thousands of leading companies — including Ford, Fox, Google, and Dow Jones — rely on Applause as a best practice to deliver high-quality digital experiences that customers love. It was founded in 2007 and is based in Framingham, Massachusetts, United States/

D+H

Acquisition in 2016
D+H is committed to being the technology partner that financial services organizations trust and rely on to build deeper and more profitable relationships with their own customers. In 1875, when D+H was founded, They may have looked a lot different than we do today, but the core of that commitment – being a trusted provider to our customers – has never changed. They have remained committed to delivering solutions that power our customers’ businesses in increasingly competitive markets. They are proud of their strong and vibrant history - it drives their culture and the way they do business today.

Vivid Seats

Private Equity Round in 2017
Vivid Seats is an online secondary ticket resale marketplace that provides sells sports, concerts, and theater events tickets in the United States. The company was founded in 2001 by Jerry Bednyak and Eric Vassilatos and is headquartered in Chicago, Illinois. www.vividseats.com

Shopatron, Inc.

Acquisition in 2015
Shopatron, Inc. develops and delivers SaaS based eCommerce and distributed order management solutions to optimize inventory performance and drive online sales for enterprise retailers and brands worldwide. The company offers Shopatron Manufacturer, a solution for branded manufacturers to expand their online and offline sales channels; and Shopatron Retailer, an order management solution to manage inventory across online and offline channels. It also provides various solutions for manufacturers and retailers that include local product search that enables users to find various products on manufacturer Website; ship-from-store that enables manufacturers to ship orders from various authorized retail locations; in-store pickup that allows multi-channel retailers and branded manufacturers to provide in-store pickup capabilities for online purchases; inventory lookup that enables retail Websites to show real-time inventory available in local store; and vendor drop-ship solutions. The company was formerly known as FirePoppy, Inc. and changed its name to Shopatron, Inc. in October 2006. Shopatron, Inc. was founded in 2000 and is based in San Luis Obispo, California with a location in Swindon, United Kingdom.

RADAR

Funding Round in 2018
RADAR®, a patented SaaS-based incident response management platform that simplifies and streamlines compliance with data breach laws. The RADAR Breach Guidance Engine™ leads users through an intuitive workflow that profiles and scores data privacy and security incidents and generates incident-specific notification guidelines to help ensure compliance with data breach laws as well as contractual notice obligations. Fortune 100 companies and other organizations from heavily regulated industries in finance, healthcare, insurance, and beyond rely on RADAR for an efficient and consistent process for incident response.

Ping Identity

Acquisition in 2016
Ping Identity provides cloud-based identity management software for companies and government organizations. They help enterprises achieve Zero Trust identity-defined security & more personalized, streamlined user experiences. The Ping Intelligent Identity Platform provides customers, employees, partners, and, increasingly, IoT, with access to the cloud, mobile, SaaS, and on-premises applications and APIs, while also managing identity and profile data at scale. Ping Identity was founded in 2002 and headquartered in Denver, Colorado.

Pipedrive Inc

Acquisition in 2020
Pipedrive Inc. develops a web-based sales management tool to help small sales teams manage sales processes. Its tool is used for pipeline management; email integration; activity remainder emails, mobile notifications, and alerts; sales reporting; sales forecasting; Google apps integration; product catalog creation; and API, integrations, customization, web forms, and reliability and safety. The company was founded in 2010 and is based in New York, New York. Pipedrive Inc. operates as a subsidiary of Pipedrive OÜ.

Fusion Risk Management

Corporate Round in 2019
Fusion Risk Management is a provider of cloud-based continuity risk management software, contingency planning solutions, and consulting services. Fusion’s vision is to be the leading global provider of software solutions by empowering organizations to make data-driven decisions and enabling them to achieve greater organizational resilience. It was founded in 2006 and is headquartered in Rolling Meadows, Illinois.

GovDelivery

Acquisition in 2016
GovDelivery enables public sector organizations to connect with more people and to get those people to take action. As the number one referrer of traffic to hundreds of government websites, including IRS.gov, SBA.gov, FEMA.gov, IN.gov, and BART.gov, GovDelivery’s enterprise-class, cloud-based technology allows government organizations to transform their communications. With more than 1,000 public sector organizations, from the cities of Louisville, KY and Baltimore, MD to GOV.UK to the European Parliament, using GovDelivery to deliver messages to more than 60 million people around the world, GovDelivery helps clients meet mission and program goals, resulting in safer communities, happier commuters, healthier families, and better government. GovDelivery is an ICG (Nasdaq: ICGE) company. For more information, visit www.govdelivery.com.

Menlo Security, Inc.

Series E in 2020
Menlo Security provides a cloud-based isolation platform that protects organizations from cyberattacks by eliminating the threat of malware from websites, documents, and emails. Menlo Security is trusted by major global businesses, including Fortune 500 companies and financial services institutions, and backed by Vista Equity Partners, Neuberger Berman, General Catalyst, Sutter Hill Ventures, Engineering Capital, Osage University Partners, American Express Ventures, Ericsson Ventures, HSBC, and JP Morgan Chase. Menlo Security was founded in 2012 and headquartered in Mountain View, California.

AltaReturn

Acquisition in 2019
Allvue is the market leader in software solutions to the Private Capital and Fixed Income markets. Formed by the combination of AltaReturn and Black Mountain, Allvue helps over 400 fund managers, LPs, administrators, banks, and insurance companies with their fund accounting, investor reporting, portfolio management, data aggregation and compliance needs. Available as an integrated end-to-end suite or as independently licensed modules, Allvue helps eliminate the boundaries between systems, information, and people to get the right information to the right people - when they need it. Over $2.5 trillion in capital is managed using the Allvue platform.

Granicus

Acquisition in 2016
Granicus provides technology that empowers government organizations to create better lives for the people they serve. By offering the industry’s leading cloud-based solutions for communications, meeting and agenda management, and digital services to more than 3,000 public sector organizations, Granicus helps turn government missions into quantifiable realities. Granicus products connect more than 150 million people, creating a powerful network to enhance government transparency and citizen engagement. By optimizing decision-making processes, Granicus strives to help government realize better outcomes and have a greater impact for the citizens they serve. As a company, Granicus helps empower some of the most creative people in the world who innovate within complex public sector organizations. We help make policies more effective and to transform the citizen experience so that everything from road closures to fostering programs are better communicated, understood, and ultimately successful. Granicus and GovDelivery – both founded in 1999 – merged to form a new joint effort to support the needs of the public sector. As a newly-combined entity, Granicus’ mission reflects those of its legacy companies in delivering services that bring value to the public and help government accomplish its goals. This powerful alignment allows us to bring even more scale and innovation to the clients we serve.

Tripleseat Software

Acquisition in 2020
Tripleseat Software, LLC offers a sales and event management software solution for the owners and managers of restaurants, hotels, banquet facilities, and catering operations. It offers Tripleseat, an online application to manage private dining, banquet events, catered parties, award and recognition events, corporate meetings, weddings and prenuptial dinners, special occasions, and other events and celebrations. The company was incorporated in 2008 and is based in Concord, Massachusetts.

Main Street Hub

Series C in 2015
Main Street Hub, Inc. develops and operates a marketing automation and CRM platform that integrates social, reviews, and mobile and email marketing to help local businesses. Its platform combines visual and text content, engagement data from various messages and machine learning to help local businesses acquire more customers. The company serves activities and events, automotive, health and wellness, home services, hotel, nightlife, pets, restaurant, retail, and spas and salons. Main Street Hub, Inc. was founded in 2009 and is based in Austin, Texas. As of June 30, 2018, Main Street Hub, Inc. operates as a subsidiary of GoDaddy Inc.

TransFirst

Acquisition in 2014
TransFirst is among the nation's premier providers of transaction processing services and payment technologies. Founded in 1995, the company has grown to be the largest privately held processor in the United States not associated with a bank. TransFirst was recently ranked 13th in the 2009 Nilson Report list of “Merchant Acquirers in the U.S.,” which is up from #14 in 2008. TransFirst offers a suite of products and services and customized processing programs uniquely tailored for the specials business needs of financial institutions, independent sales organizations and agents and referral and reseller partners. Through its in-depth industry knowledge, partnership strategy and innovative solutions, TransFirst provides a specialized approach to transaction processing for healthcare providers, public entities, online and other non-traditional merchants.

SentinelOne

Series E in 2020
SentinelOne is shaping the future of endpoint security with a uniquely integrated platform that combines behavioral-based detection, advanced mitigation, and forensics to stop threats in real-time. Specializing in attacks that utilize sophisticated evasion techniques, SentinelOne is the only vendor who offers complete protection against malware, exploit and insider-based attacks. This led Gartner to recognize SentinelOne as a Visionary in their recent Endpoint Protection Magic Quadrant. SentinelOne is also the only next-generation endpoint protection company to be independently certified as a true antivirus replacement for Windows, OS X, and Linux, including certification for both HIPAA and PCI. SentinelOne was formed by an elite team of cybersecurity and defense experts from IBM, Intel, Check Point Software Technologies, Cylance, McAfee, and Palo Alto Networks.

Vivid Seats

Private Equity Round in 2016
Vivid Seats is an online secondary ticket resale marketplace that provides sells sports, concerts, and theater events tickets in the United States. The company was founded in 2001 by Jerry Bednyak and Eric Vassilatos and is headquartered in Chicago, Illinois. www.vividseats.com

Aspect Software

Venture Round in 2003
Aspect looks to enable organizations to turn the potential of unified communications into real business results, through enhanced knowledge worker and agent productivity and by helping optimize business processes throughout the enterprise and contact center for improved agility and responsiveness. Aspect provides these capabilities by leveraging Microsoft unified communications like Microsoft Active Directory, Microsoft Exchange and Microsoft Office Communications Server 2007.

Royall & Company

Acquisition in 2017

LogicMonitor, Inc.

Acquisition in 2018
LogicMonitor provides SaaS-based IT infrastructure monitoring services for on-premises and multi-cloud environments. Monitoring unlocks new pathways to growth. At LogicMonitor, we expand what’s possible for businesses like yours by advancing the technology behind them. LogicMonitor seamlessly monitors infrastructures, empowering companies to focus less on problem solving and more on evolution. We help you turn on a complete view in minutes, turn the dial from optimization to innovation and turn the corner from sight to vision.

Infoblox

Acquisition in 2016
Infoblox is the developer of network identity appliances that provide a scalable, secure way for enterprises to manage the critical network identity protocols—including DNS, DHCP, RADIUS and LDAP—that link business applications to the network infrastructure. Infoblox products increase network control while lowering TCO by delivering services that are more secure and scalable, easier to manage, and more reliable than "build-your-own" server-software solutions. The Infoblox distributed appliance approach also provides a secure, integrated platform for centralizing the management of identity data and services across the network. With sales and marketing presence in more than 30 countries, Infoblox has over 500 customers from a wide range of industries, many of them Fortune 500 companies.

Meltwater

Private Equity Round in 2019
Meltwater provides online media intelligence tools that help companies in PR analytics and media monitoring.
Premise is a data and analytics platform that empowers decision-makers with real-time, actionable intelligence. By combining the power of a global network of on-the-ground contributors with industry-leading data science and machine learning Premise is ‘The Source of Ground Truth.’ A $66M Series C venture capital organization, we are backed by Valor Equity Partners, Social Capital, Google Ventures, and Andreessen Horowitz, among others. Premise is headquartered in San Francisco, California with offices in Washington, D.C., Seattle, and Portland.

Aptean

Acquisition in 2012

Automated Insights

Acquisition in 2015
Automated Insights is a provider of content automation services. It is the creator of Wordsmith, the world’s first public natural language generation template engine. Wordsmith allows users to generate human-sounding narratives from data, making it easy to produce millions of personalized reports, articles, and narratives in the time it takes to write just one. The Wordsmith platform helps companies in data-driven industries, including financial services, e-commerce, real estate, business intelligence, media, and many others, achieve content scale, efficiency, and personalization. More than 200 customers, including Allstate, The Associated Press, Edmunds.com, the Orlando Magic, and Yahoo! use Wordsmith to generate more than 1.5 billion pieces of content per year.

Omnitracs

Acquisition in 2013
Omnitracs, LLC and its subsidiaries are the leading providers of fleet management, routing and predictive analytics solutions for private and for-hire fleets. Omnitracs’ more than 800 employees deliver software-as-a-service-based solutions to help more than 30,000 private and for-hire fleet customers manage nearly 1,000,000 mobile assets in more than 60 countries. The company pioneered the use of commercial vehicle telematics over 25 years ago and today its intuitive technologies, including solutions for safety and compliance, fuel efficiency, driver retention, fleet productivity, GPS fleet tracking, route planning, scheduling, and fleet maintenance, enable customers to solve common fleet problems and achieve their business objectives. Omnitracs subsidiaries include Roadnet Technologies, Sylectus, and Omnitracs Analytics. Omnitracs is part of the Vista Equity Partners portfolio of companies.

MicroEdge

Private Equity Round in 2013
Established in 1985, MicroEdge, LLC is the leading provider of software and services to the giving community worldwide. MicroEdge solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. The company is committed to providing the best technology toolset for foundations, corporations, government agencies, donors, advisors and financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award charitable currency. MicroEdge is headquartered in New York City with regional offices throughout the U.S. and supports thousands of clients worldwide.

Datto, Inc.

Acquisition in 2017
Datto, Inc. provides backup, recovery, and business continuity solutions to managed service providers worldwide. Its products include ALTO, a business continuity solution designed specifically for small businesses; SIRIS, a family of enterprise business continuity solutions that are available in physical and virtual platforms; Datto NAS, a cloud storage solution; Backupify, a cloud-to-cloud backup and recovery solution for Software-as-a-Service (SaaS) applications, including Google Apps and Salesforce. The company offers its solutions for data on-premises in a physical or virtual server, or in the cloud via SaaS applications. It serves small businesses to enterprises in the United States, Canada, and the United Kingdom. Datto, Inc. was founded in 2007 and is headquartered in Norwalk, Connecticut with additional offices in Germany and the Netherlands. It has operations in Australia and New Zealand. As of December 11, 2017, Datto, Inc. operates as a subsidiary of Autotask Corporation.

Regulatory DataCorp, Inc.

Acquisition in 2016
RDC is a true extension of your organization’s compliance efforts. Their solution is relied on by Fortune 100 companies across a range of industries and combines comprehensive data, a scalable platform, trained analysts and tailored analytics to provide precise risk alerts and ongoing monitoring for enhanced protection and performance. RDC is currently a portfolio company of Bain Capital & Goldman Sachs.

PowerSchool Group LLC

Acquisition in 2015
PowerSchool is the leading K-12 education technology provider of solutions that improve the education experience for 100 million students, teachers, and parents in over 70 countries around the world. PowerSchool provides the industry’s first Unified Classroom experience, empowering teachers with best-in-class, secure, and compliant online solutions, including student information systems, learning management and classroom collaboration, assessment, analytics, behavior, and special education case management. PowerSchool streamlines school office and administration operations with online solutions for student registration, school choice, and finance/HR/ERP. Visit https://www.powerschool.com/ to learn more.

Telarix, Inc.

Acquisition in 2016
Telarix, Inc. develops licensed and SaaS based interconnect business optimization software that supports voice, video, data, and SMS to telecom carriers worldwide. Its portfolio includes iXLink, a neutral information exchange platform that enables carriers, resellers, and market providers to automate their wholesale interconnect purchase processes and electronically share documents; and iXTools, an internal-managed data warehouse that allows wholesalers to control and optimize their business operations and settle payments with partners. The company also offers Managed Interconnect Service, a managed service approach for carriers. It provides solutions for end to end automation; billing, settlement, and dispute management; route optimization and switch provisioning; buying and selling; price list management; contract management; monitoring; fraud management; and routing and billing, as well as AVYDA, a solution needed to monetize networks to deliver video calls. Telarix, Inc. was formerly known as Emerging Technologies Group, Inc. and changed its name to Telarix, Inc. in May, 2003. The company was founded in 1996 and is based in Vienna, Virginia.

Lone Wolf Real Estate Technologies

Private Equity Round in 2015
At Lone Wolf Real Estate Technologies, their goal is to provide the backbone for real estate brokerages across North America. Their mission is to provide their partners with the most comprehensive management and accounting solutions for their real estate office. Developing and leveraging our client relationships to enhance our programs, they embrace growth in their products and the skill set of our staff. In the ever changing world of real estate technology, Lone Wolf will be the Leader of the Pack!

PlanSource Holdings

Acquisition in 2019
PlanSource Benefits Administration, Inc. provides cloud-based benefits administration and human capital management solutions. It offers a benefits administration platform that is customized by employers to support comprehensive benefits programs, including defined contribution and defined benefit models; solutions that bridge the gap between insurers and consumers with customizable storefronts that stock selected products from various insurance carriers; and human resources software solutions, including payroll, talent, and workforce management solutions. The company offers shopping, enrollment, billing, and ACA compliance solutions; Elasti-Girl software that allows users to build the combination of benefits and shape plans to the needs of their workforce; APIs; and a mobile application. It serves construction, education, finance, government, healthcare, hospitality, retail, services, technology, and wholesale markets in the United States. The company was founded in 2002 and is based in Orlando, Florida with locations in Charleston, South Carolina; Grand Rapids, Michigan; Minneapolis, Minnesota; and Salt Lake City, Utah. As of January 2, 2008, PlanSource Benefits Administration, Inc. operates as a subsidiary of CoAdvantage, Inc.

MarketLive

Acquisition in 2015
Since 1995, [MarketLive](http://www.marketlive.com/) has provided world class eCommerce technology and expert services that help fast-growing companies successfully sell goods and services across multiple channels. Designed to meet the unique requirements of catalogers, retailers, direct marketers, and manufacturers, the extensible MarketLive® eCommerce Suite and MarketLive's best practices-based Intelligent Selling® methodology enable merchants to enhance customer experience online while dramatically improving acquisition, conversion, and retention rates. MarketLive powers many leading eCommerce sites, including Peruvian Connection, Learning Resources, Sports Chalet, Jessica Simpson, Warner Brothers, Cost Plus World Market, Helzberg Diamonds, and Party City, and Armani/Exchange, to name a few.

AgData

Acquisition in 2014
AGDATA, an AgKnowledge Company, is the leading provider of strategic data and analytical solutions to the world’s largest agricultural crop protection and animal health manufacturers. Our company maintains direct connectivity to more than 9,500 industry retailers and distributors, representing more than 90% of the U.S. market. Based in Charlotte, North Carolina, AGDATA operates throughout the United States and Canada. AGDATA provides mission-critical strategic data solutions, including outsourced database management, marketing program administration, data collection, and data analysis services.

Misys

Acquisition in 2012
Misys provide the broadest, deepest portfolio of financial services software on the market. Their solutions cover retail and corporate banking, lending, treasury, capital markets, investment management and enterprise risk. With more than 2,000 customers across 125 countries their team of domain experts and partners has an unparalleled ability to address industry requirements at both a global and local level. They deliver market leading solutions by putting customer needs at the centre of everything they do. They offer a unique componentised, open architecture to enable their clients to innovate, connect and expand their existing services and increase value faster. To learn more about how their Fusion software portfolio can deliver a holistic view of your operations, and help you to solve your most complex challenges.