Vista Credit Partners is a division of Vista Equity Partners, a prominent investment firm that specializes in software and technology-enabled businesses. Founded in 2000 by Robert F. Smith, Vista employs a data-driven investment strategy that adapts to various software companies, allowing it to deliver consistent returns to its investors. The firm manages a range of investment vehicles, including private equity and credit funds, focusing on the information technology sector. Vista is known for its collaborative approach, working closely with portfolio companies to enhance operational efficiency through standardized processes developed over years. Its commitment to community engagement is evident in its support for initiatives like Code.org and Girls Who Invest, which aim to broaden access to technology and inspire future generations in the investment sector. With offices across major U.S. cities, Vista remains actively involved in fostering diversity and inclusion within the technology and finance industries.
Managing Director, Private Equity & Member of Vista Foundation Funds' Investment Committee and Vista's Private Equity Management Committee
Justin Bentley
Director
Bret Bolin
Managing Director
David Bonnette
Managing Director
David Breach
President and COO
Vincent Burkett
Managing Director, Permanent Capital & Member of the Private Equity Management Committee
Justin Cho
Managing Director
Ralph DeBernardo
Vice President
Jack Dillon
Senior Associate
David Flannery
Senior Managing Director
Jamie Ford
President of Credit and Public Equity
Michael Fosnaugh
Senior Managing Director
Charles Guan
Vice President
James P. Hickey
Senior Managing Director
Jake Hodgman
Managing Director, Private Equity Foundation
Thomas Hogan
MD
Betty Hung
Managing Director
Kristine Jurczyk
Managing Director
Tyler Kellner
Senior Associate of Private Equity
Caitlin Lynch
Senior Associate of Credit
Ryan J. McMorrow
Senior Associate
Joshua Niedner
Principal & Co-Head of Vista Credit Partners
Burke Norton
Senior Managing Director
Christine Pastore
Senior Vice President and Head of Investor Relations
Shivan Patel
Senior Associate of Private Equity
Angela Pecoraro
Managing Director
Christopher J. Pietersen
Senior Vice President, Investor Relations
Nick Prickel
Senior Associate of Private Equity
Monti Saroya
Senior Managing Director
Patrick Severson
Senior Managing Director
Sathya Shanthakumar
Vice President of Investor Relations
Brian Sheth
Co-Founder and President
Robert Smith
Founder, Chairman, Chief Executive Officer, Member of the Executive Committee, and Member of the Investment Committees for Flagship, Foundation, Endeavor & Perennial Funds
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.
TripleLift is a technology company focused on enhancing the advertising experience through its programmatic native advertising platform. It utilizes advanced computer vision technology to create ads that seamlessly integrate with user content across various platforms, including television, walled gardens, and the open web. By enabling brands to amplify their content via in-feed native ads, TripleLift ensures that these advertisements align with the unique design of numerous publishers. This approach not only improves the experience for consumers and advertisers but also allows publishers to automate the delivery of native ads and monetize their in-feed inventory, generating new revenue streams.
ARCOS, Inc. is a software company based in Columbus, Ohio, specializing in crew management and emergency response solutions for utility companies and other industries across the United States. Founded in 1993, ARCOS offers a suite of products, including the ARCOS Callout and Scheduling Suite, which efficiently assembles and tracks repair crews to enhance service restoration during emergencies. The ARCOS Crew Manager provides a centralized database for deploying crews and contractors during storm recovery, while the Incident Manager automates responses to emergencies. These solutions are applicable in various scenarios such as power outages, gas leaks, and emergency notifications, helping utilities improve operational efficiency and responsiveness. In addition to its core software offerings, ARCOS supports customer service callouts and provides real-time employee availability information, contributing to enhanced business intelligence and emergency preparedness.
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.
Pluralsight operates a cloud-based technology skills platform that provides online training for software developers, IT administrators, and creative professionals worldwide. Founded in 2004 and headquartered in Farmington, Utah, the platform offers over 3,000 courses, skill assessments, and analytics tools aimed at enhancing technical skills and productivity. Pluralsight serves a diverse clientele, including individuals, businesses, academic institutions, and government entities across more than 150 countries. Its primary offerings include Pluralsight Skills, which focuses on skill development through curated courses and learning paths, and Pluralsight Flow, which provides data-driven insights into workflow patterns to measure and improve the productivity of software teams. The platform is designed to help organizations align their workforce with digital initiatives, upskill employees for modern technology roles, and foster adaptable teams that can deliver results efficiently.
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.
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.
Tripleseat Software, LLC provides a web-based sales and event management platform tailored for restaurants, hotels, banquet facilities, and catering operations. Founded in 2008 and based in Concord, Massachusetts, Tripleseat helps streamline the booking process for private dining, banquets, and various events such as weddings and corporate meetings. The platform enables users to efficiently manage client databases, track booking histories, and generate necessary documents simultaneously. By automating and simplifying what has traditionally been a manual process, Tripleseat addresses a significant gap in the event management sector, allowing venues to enhance their event business, which can constitute a substantial portion of their overall revenue.
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.
Sonatype, Inc. specializes in software supply chain automation solutions aimed at enhancing the security and efficiency of software development. The company's flagship product, Nexus Lifecycle, enables organizations to manage the flow of software components by defining rules and policies. Additionally, Nexus Firewall protects against the introduction of risky components, while Nexus Auditor monitors applications in production to ensure ongoing compliance. The Nexus Repository serves as a platform for organizing, storing, and distributing software components, and Nexus Repository OSS facilitates caching of remote repositories to reduce latency. Sonatype caters to various industries, including finance, government, technology, insurance, healthcare, and manufacturing, and has established a strategic partnership with Fugue. Founded in 2008 and headquartered in Fulton, Maryland, Sonatype also maintains offices in McLean, Virginia; London, United Kingdom; and Sydney, Australia. The company's commitment to open source software development is evident in its contributions to projects like Apache Maven and the Central repository.
Acquia Inc. is a provider of a cloud-based platform designed to create, deliver, and optimize digital experiences for various industries, including government, education, and finance. Founded in 2007 and based in Boston, Massachusetts, Acquia offers a range of solutions such as Acquia Cloud, which supports the development and maintenance of Drupal websites, and Acquia Cloud Site Factory, which allows for the deployment of multiple sites. Their offerings also include Acquia Lift for creating tailored brand sites, Acquia Content Hub for content distribution, and Acquia Journey for data-driven customer engagement. Additionally, Acquia provides tools like Developer Studio for enhancing developer productivity and Acquia Digital Asset Manager for centralizing creative assets. The company's services aim to empower organizations to achieve impactful, contextually relevant digital experiences that enhance customer engagement.
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.
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.
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.
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.
Mindbody is a cloud-based business management software company focused on the wellness services industry, including yoga, pilates, personal training, dance, martial arts, spas, and salons. Founded in 2001 and headquartered in San Luis Obispo, California, Mindbody offers a technology platform that simplifies various aspects of business management for wellness providers. Its software enables clients to discover and book fitness, beauty, and integrative health services while also providing tools for business growth and management. By streamlining operations, Mindbody helps wellness businesses enhance their efficiency and improve customer experiences.
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.
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.
Apptio, Inc. specializes in providing cloud-based Technology Business Management (TBM) solutions for enterprises, enabling organizations to manage their IT investments effectively. Its platform allows IT leaders to analyze and optimize technology expenditures while benchmarking performance against industry peers. Apptio's offerings include adaptive data management, which aggregates and cleanses data from various sources, and a standardized IT operating model for categorizing IT costs. The company's applications facilitate cost transparency, benchmarking, and planning, enhancing operational efficiency through self-service analytics. Powered by a next-generation cost analytics engine, Apptio's solutions provide deep insights into infrastructure, applications, and business services, whether on-premises or in the cloud. Founded in 2007 and headquartered in Bellevue, Washington, Apptio serves a diverse clientele, including a significant number of Fortune 100 companies, across multiple countries.
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.
Khoros is a software company that specializes in customer engagement solutions, providing a centralized cloud-based platform designed to enhance digital customer experiences. Its platform allows businesses to manage social media, monitor customer interactions, and scale their social marketing and customer service efforts. By facilitating millions of conversations, Khoros helps brands make informed decisions through data insights. The company aims to turn isolated knowledge into valuable enterprise insights, fostering stronger connections between businesses and their customers while anticipating customer needs to drive sales, loyalty, and innovation.
Integral Ad Science operates as a media valuation platform that enables digital buyers and sellers to evaluate the worth of advertising opportunities across various channels and devices. The company provides a range of solutions tailored for the digital advertising ecosystem, including customizable verification tools to block unwanted impressions and enhance return on investment insights. Its offerings cater to different stakeholders such as brands, agencies, publishers, and ad-tech firms, with solutions designed to improve programmatic buying and assess inventory quality in real-time. Integral Ad Science employs data science and engineering to deliver detailed insights on media quality metrics, thereby optimizing advertising effectiveness. Founded in 2008 and headquartered in New York, the company has expanded its operations globally, ensuring its technology is accessible to a diverse clientele across multiple countries.
Allocate Software Limited specializes in workforce management solutions tailored for the healthcare sector. Founded in 1991 and headquartered in Richmond, United Kingdom, the company provides a range of software applications designed to optimize workforce deployment, including intelligent scheduling, rostering, and temporary staffing solutions. Its offerings cater to various healthcare providers, such as acute trusts, community trusts, mental health organizations, and independent healthcare facilities. The company's software, including the MAPS application, enables organizations to effectively match operational demands with workforce supply, ensuring that the right personnel with the appropriate skills are deployed at the right time and place. In addition to software solutions, Allocate Software also offers custom training services to enhance the capabilities of healthcare teams.
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.
Datto specializes in backup, recovery, and business continuity solutions for managed service providers globally. Founded in 2007 by Austin McChord, the company offers a range of products tailored to various business needs, including ALTO for small businesses, SIRIS for enterprise solutions, Datto NAS for cloud storage, and Backupify for cloud-to-cloud backup of SaaS applications like Google Apps and Salesforce. Datto's solutions cater to data management on-premises, whether in physical or virtual servers, and in the cloud. The company serves a diverse clientele, from small businesses to large enterprises, primarily in the United States, Canada, and the United Kingdom, with additional operations in Australia and New Zealand. Datto is headquartered in Norwalk, Connecticut, and operates as a subsidiary of Autotask Corporation.
Jamf Holding Corp. provides a cloud software platform specifically designed for managing and securing Apple devices. Its Software-as-a-Service (SaaS) solutions include Jamf Pro for enterprise IT management, Jamf Now for small to medium-sized businesses, Jamf School for educators, Jamf Connect for device provisioning, and Jamf Protect for security and telemetry. Catering to a diverse array of industries such as finance, healthcare, and technology, Jamf helps organizations connect, manage, and protect their Apple products and corporate resources in the cloud. The company also fosters an online community through Jamf Nation, where IT professionals can share insights related to Apple management. Founded in 2002 and headquartered in Minneapolis, Minnesota, Jamf sells its solutions through a subscription model, utilizing direct sales, online channels, and partnerships, including collaboration with Apple.
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.
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/
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.
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.
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.
Xactly is a prominent global provider of cloud-based Sales Performance Management solutions designed to enhance the effectiveness of sales organizations. The company offers tools for sales quota and territory planning, as well as incentive compensation management and predictive analytics. Its Xactly Incent Suite is specifically designed to drive sales behavior in alignment with organizational goals, promoting employee trust and loyalty through accurate commission payments and transparent access to performance data. By improving operational efficiency and productivity, Xactly aims to empower organizations to optimize their sales strategies and achieve better results.
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.
Superion is a prominent provider of software and information technology services tailored to meet the unique needs of public administration, public safety, government entities, and nonprofit organizations. The company offers a comprehensive suite of solutions, including citizen services and inspection software, along with implementation and IT management services. Superion's offerings enable clients to effectively respond to emergency situations, manage budgets, and enhance communication with constituents. By focusing on the specialized requirements of local, state, and federal governments, Superion supports various customer segments in their operational and service delivery endeavors.
D+H Corporation specializes in providing collateral management solutions for loan portfolios, primarily based in Canada. Established in 1875, the company has evolved over the years while maintaining its commitment to being a trusted technology partner for financial services organizations. D+H focuses on helping its clients build deeper and more profitable relationships with their customers by delivering innovative solutions that enhance operational efficiency in a competitive market. As of August 2018, D+H operates as a subsidiary of Teranet Inc., continuing its legacy of supporting the financial services sector with reliable and effective technology.
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.
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.
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.
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.
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.
Marketo, Inc. specializes in cloud-based engagement marketing software that enables organizations to execute and analyze their marketing initiatives across various channels, including online, social, mobile, and offline. The platform is designed for marketing professionals, offering a comprehensive suite of tools such as marketing automation, email marketing, mobile engagement, social marketing, digital advertising, web personalization, and marketing analytics. Marketo also supports its users through the Marketo Marketing Nation, a network of resources aimed at enhancing the strategic use of its products. The company serves a diverse range of industries, including business services, consumer goods, financial services, healthcare, manufacturing, media, technology, and telecommunications. Founded in 2006 and headquartered in San Mateo, California, Marketo became a subsidiary of Adobe Inc. in 2018, enhancing its capabilities and reach in the marketing technology landscape.
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.
Cvent is a prominent technology provider specializing in meetings, events, and hospitality management, employing nearly 4,000 individuals and serving approximately 30,000 customers globally. Established in 1999 and headquartered in McLean, Virginia, Cvent operates additional offices in key international cities such as London, Frankfurt, and Dubai to better serve its expanding clientele. The company offers a comprehensive platform that includes solutions for online event registration, venue selection, event marketing, and attendee engagement, catering to the needs of event organizers and marketers. Cvent's software products streamline the event management process, maximizing the effectiveness of in-person, virtual, and hybrid events. Furthermore, the platform supports hotels and venues by enhancing their ability to attract group and corporate travel business, ultimately helping them to manage customer relations efficiently while driving growth. Cvent's solutions facilitate the management of millions of events worldwide, optimizing the entire event management value chain.
Telarix, Inc. provides interconnect business optimization solutions to wireline, wireless, broadband, and VoIP communication service providers. It offers iXTools, a suite of software modules that provide service providers with management, optimization, and settlement solution for interconnect business. The company's iXTools solution includes iXConnect, a business intelligence platform that collects and manages business information, such as network infrastructure elements, products, route plans, rates, and agreements; iXRoute, which enables service providers to identify and automatically implement optimal routing strategies; iXTrade, an offer management and decision support solution that allows service providers to automate the buy and sell processes; iXBill, a interconnect billing system; and iXAudit, an end-to-end audit and dispute management system designed to streamline the validation of interconnect invoices, reconcile charges, and manage settlements. It also provides implementation services, including business analysis, configuration/delivery, integration, training, and customization; and support services, such as project management, business analysis, product upgrade configuration, product upgrade delivery, hardware configuration support, feature request analysis and implementation, and help desk support services. The company serves customers in Asia, Europe, and North and South America. It has a strategic alliance with Infosys Technologies, Ltd. The company was formerly known as Emerging Technologies Group, Inc. Telarix, Inc. was founded in 1996 and is headquartered in Vienna, Virginia.
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.
MarketLive is an e-commerce technology platform that has been operational since 1995, providing expert services to help fast-growing companies sell goods and services across various channels. The platform is tailored to meet the specific needs of catalogers, retailers, direct marketers, and manufacturers. MarketLive offers an extensible eCommerce Suite alongside its Intelligent Selling methodology, which is based on best practices to enhance online customer experiences. This approach significantly improves customer acquisition, conversion, and retention rates for merchants. MarketLive supports numerous prominent eCommerce sites, including brands such as Peruvian Connection, Learning Resources, and Warner Brothers, among others.
Baynote specializes in retail personalization software that utilizes a smart data hub to analyze both historical data and real-time consumer behavior. This technology enables the creation of comprehensive profiles for consumers across various devices, allowing retailers to deliver highly personalized experiences. By leveraging big data and predictive intelligence, Baynote assists retailers in crafting relevant interactions tailored to individual preferences. The company's innovative solutions have been adopted by numerous retailers globally, helping them enhance their brand experiences and improve customer engagement. Through its focus on individualized commerce, Baynote aims to transform the retail landscape by fostering deeper connections between brands and consumers.
Solera provides risk and asset management software and services tailored for the automotive and property markets. The company specializes in solutions that manage the entire claims process, estimate vehicle repair costs, and assess the fair market value of vehicles. Additionally, Solera offers electronic auction networks for salvage and recycling, as well as vehicle insurance re-underwriting solutions that include driver violation reporting. Their electronic titling services help automotive dealerships streamline operations by facilitating real-time vehicle registration and title issuance at the point of sale. The company also features web-based subrogation solutions that enhance efficiency and accuracy in claims processing, alongside vehicle validation services that deliver vital information to buyers, dealers, and insurers. Operating under various brand names, Solera serves a diverse clientele, including insurance companies, collision repair facilities, and automotive recyclers across multiple regions, including the United States and Europe. The company leverages artificial intelligence and proprietary algorithms to enhance decision-making and optimize vehicle lifecycle management, supporting over 235,000 customers in over 90 countries.
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.
Mediaocean is a software provider that specializes in advertising workflow management for agencies, brands, broadcasters, and publishers globally. Its comprehensive suite of platforms facilitates various aspects of the advertising process, including planning, buying, analysis, optimization, invoicing, and payments. Key offerings include Spectra, which manages business data and expenditure; Prisma, delivering operational infrastructure across multiple media channels; Optica, a cloud-based solution for advertising delivery and management; Aura, which focuses on project time and cost management; and Connect, which integrates various media suppliers and technologies for streamlined operations. Founded in 1967 and headquartered in New York, Mediaocean has expanded its presence with offices in various locations, including Atlanta, Chicago, London, and Pune, among others. The company aims to enhance the efficiency and effectiveness of advertising workflows across the industry.
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.
Automated Insights Inc. is an artificial intelligence company based in Durham, North Carolina, specializing in content automation services. The company is known for its Wordsmith platform, a natural language generation engine that transforms raw data into coherent narratives, such as articles, summaries, and visualizations. This technology enables organizations across various sectors, including finance, real estate, and sports, to efficiently produce millions of personalized reports and content pieces in a fraction of the time it would take to write them manually. With over 200 clients, including notable names like Allstate and The Associated Press, Automated Insights generates more than 1.5 billion content pieces annually. Originally founded as StatSheet, Inc. in 2007, the company rebranded to Automated Insights in 2011 and operates as a subsidiary of STATS LLC.
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.
NAVEX Global, Inc. specializes in developing a comprehensive suite of ethics and compliance software solutions aimed at protecting organizations and their stakeholders. The company's offerings include Hotline Reporting for reporting questionable activities, policy and procedure management software for centralizing and automating policy workflows, and case management software for investigating and resolving reported issues. Additionally, NAVEX Global provides Lockpath Health & Safety Management solutions, online training programs for legal content, awareness initiatives to educate stakeholders, and third-party risk management tools to evaluate and monitor vendor risks. Serving a diverse clientele that includes public and private corporations, academic institutions, government entities, and non-profits, NAVEX Global is recognized for its expertise, supporting nearly 75 percent of the FORTUNE 100 and over 8,000 clients worldwide. Founded in 1997 and headquartered in Lake Oswego, Oregon, the company also has locations in California, North Carolina, Idaho, and the United Kingdom, along with a data facility in Germany.
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.
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.
AgData, an AgKnowledge Company based in Charlotte, North Carolina, specializes in providing strategic data and analytical solutions to major agricultural crop protection and animal health manufacturers. With direct connections to over 9,500 industry retailers and distributors, the company serves more than 90% of the U.S. market. AgData offers a wide range of services, including outsourced database management, marketing program administration, data collection, and data analysis. Additionally, the company enables growers to self-verify their industry profiles and assists retailers in reviewing, reporting, and managing transactions and licenses related to growers. Operating throughout the United States and Canada, AgData plays a crucial role in supporting the agricultural sector with comprehensive data management and intelligence solutions.
Social Solutions is a provider of outcome management software designed specifically for human and social service organizations. Established in 2000, the company introduced its flagship product, Efforts to Outcomes Software (ETO Software), which helps organizations connect their operational efforts to measurable outcomes, thereby enhancing the effectiveness of social service delivery. ETO Software has been widely adopted by thousands of human service organizations and government agencies across the U.S. and Canada. In addition to software solutions, Social Solutions offers a range of ETO Services to support organizations in their implementation of outcome-based practices. The company also engages in advocacy initiatives aimed at raising awareness and improving the funding and evaluation processes in the human services sector. By providing comprehensive case management, participant connection, data insights, and outcome analytics, Social Solutions empowers organizations to streamline operations and optimize service delivery.
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.
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.
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.
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.
Active.com is a prominent online platform catering to individuals seeking to discover, learn about, and participate in various sports and recreational activities. It serves millions of users monthly, providing access to the world's largest directory of over 66,000 events across more than 80 sports in 5,000 cities, including races, leagues, and camps. The site facilitates easy online registration, making participation quick and convenient. Active.com features a vibrant online community where users can interact through message boards, share content, and access training plans and fitness tips from professional coaches. Additionally, the platform offers a membership program, ActiveAdvantage, which provides discounts on sports gear and registration fees. As part of The Active Network, the site is backed by advanced technology solutions that enhance event management for organizers, ensuring efficient administration and increased participation.
Greenway Health specializes in health information technology, offering integrated solutions that include electronic health records, practice management, and revenue cycle management. The company provides healthcare providers with essential clinical, financial, and administrative information tools that facilitate the delivery of high-quality and cost-effective care. By utilizing Greenway's clinically driven services and interoperability solutions, healthcare organizations, such as physician practices, clinics, and health systems, can enhance care coordination and productivity. This enables providers to concentrate more on patient care rather than administrative tasks, ultimately improving health outcomes.
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.
Bullhorn, Inc. specializes in developing staffing and recruiting software tailored for startups, small to medium-sized businesses, and large enterprises. Founded in 1999 and headquartered in Boston, Massachusetts, the company offers a comprehensive suite of cloud-based solutions, including applicant tracking systems, business intelligence, CRM, onboarding, and VMS integration. These tools are designed to automate the recruitment lifecycle, enhance candidate management, and streamline billing processes. Bullhorn serves a diverse range of sectors, such as professional staffing, healthcare, executive search, and nonprofit organizations, and boasts a client base of over 10,000 companies and 350,000 users globally. The company has established additional offices in key locations, including London, Sydney, and Frankfurt, and employs approximately 500 staff worldwide.
Aptean (formerly Made2Manage) provides industry-focused mission critical enterprise software solutions. The company builds solutions to support business functions such as manufacturing, sales and marketing, service and support, supply chain, and finance and administration. Its products are focused on various applications: customer relationship management, enterprise resource planning, -manufacturing execution, supply chain management, complaints management, business intelligence, data integration and monitoring, and power management.
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.
Mitratech Holdings, Inc. specializes in providing web-based enterprise legal management solutions tailored for corporate legal departments. Founded in 1987 and headquartered in Austin, Texas, the company offers a comprehensive suite of software solutions that includes matter management, spend management, e-billing, legal hold, contracts management, and compliance reporting. Notable products in its portfolio include TeamConnect for large legal departments, eCounsel for mid-sized teams, and Lawtrac for matter management. Additional offerings include LawManager for government agencies, GettingContractsDone for busy departments, PolicyHub for policy management, and Secretariat for managing corporate legal structures. Mitratech serves a diverse clientele, including general counsels, legal administrators, and compliance officers within Fortune 500 companies worldwide. The company is committed to operational excellence and continuous collaboration, which has resulted in a strong base of satisfied clients and a focus on delivering innovative corporate legal software solutions.
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.
SumTotal Systems, LLC is a leading provider of integrated human resource solutions, specializing in enhancing workforce performance for organizations across various sectors, including finance, healthcare, and manufacturing. The company offers innovative applications that focus on Talent Expansion, a unique approach aimed at uncovering and maximizing the potential of employees. SumTotal's software integrates performance management, compensation, and succession planning with learning management systems and workforce analytics, enabling organizations to make informed HR decisions. Available both on-premise and in the cloud, these employee enablement solutions are designed to facilitate contextual and timely skill development. With over 3,500 clients, including many recognized as top employers, SumTotal Systems plays a crucial role in helping organizations create positive work environments that foster employee growth and engagement.
Zywave is a leading provider of software-as-a-service (SaaS) solutions tailored for the employee benefits and property and casualty insurance distribution sectors. The company offers a comprehensive suite of cloud-based tools designed to enhance agency management, claims data analysis, benefit plan assessment, compliance, risk management, client communication, agency marketing, and pharmacy benefits management. By leveraging these solutions, brokers can improve their prospecting efforts, achieve higher close rates, and reduce selling cycles in the competitive independent brokerage market. Zywave's extensive portfolio of sales management and client delivery solutions positions it as a frontrunner in the insurance technology industry.
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.
SirsiDynix is dedicated to supporting libraries and their communities by enhancing access to library resources that educate and inspire. The company specializes in developing integrated library system tools that facilitate search and discovery, allowing library users to effectively engage with their collections. Their systems enable libraries to manage inventory, track patron borrowing, and handle orders and billing, all while providing a user-friendly interface for patrons. SirsiDynix's commitment goes beyond just software and technical support, emphasizing a genuine service to both libraries and the broader library industry.
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.
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.
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.
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.