Lendio, Inc. operates an online lending marketplace that connects small business owners with various lenders across the United States. Founded in 2005 and based in Lehi, Utah, Lendio provides a platform that allows business owners to compare and secure a range of financing options, including short-term and long-term loans, business lines of credit, startup loans, equipment financing, and merchant cash advances. The platform caters to diverse funding needs, supporting various types of businesses, including those owned by women. Lendio aims to simplify the lending process for small businesses by facilitating access to financial resources necessary for growth and development. The company was previously known as Funding Universe, Inc. before rebranding to Lendio in February 2011.
CashStar is the industry-leading provider of prepaid commerce solutions at the forefront of mobile payments, digital gifting and branded currency. The CashStar Commerce platform is used by merchants to increase revenue, reduce costs and optimize customer experiences across channels, and the CashStar Exchange platform is used by gift card distributors and loyalty programs to procure and deliver gift cards from hundreds of leading brands. CashStar clients include top brands like Sephora, Starbucks, The Home Depot, Uber and Walmart and distribution partners such as American Express Membership Rewards, Great Lakes Scrip, Maritz Motivation Solutions, MyCokeRewards, Raise.com and United MileagePlusX.
MX is a fintech data company that aims to connect people with their financial data in a way that automates their money experience. It enables fintech and all financial institutions with aggregating, enhancing, analyzing, presenting, and acting on financial data. MX enables banks and credit unions to achieve record-breaking growth by winning their competitor's most profitable account holders. As one of the fastest-growing fintech providers, MX drives customer-centric banking relationships by gathering and providing data upon which online and mobile banking partners and financial institutions can create and deliver next-generation banking applications and solutions. Founded in 2010, MX delivers data aggregation, data cleansing, auto-categorization, classification, money management, custom API, data analytics, marketing, UI, and more. In addition, MX offers an extensive array of client services, ranging from training to custom marketing services. MX currently partners with more than 600 financial institutions and more than 30 digital, online, and mobile banking providers — designating MX as a proven powerhouse in the fintech space.
MX is a fintech data company that aims to connect people with their financial data in a way that automates their money experience. It enables fintech and all financial institutions with aggregating, enhancing, analyzing, presenting, and acting on financial data. MX enables banks and credit unions to achieve record-breaking growth by winning their competitor's most profitable account holders. As one of the fastest-growing fintech providers, MX drives customer-centric banking relationships by gathering and providing data upon which online and mobile banking partners and financial institutions can create and deliver next-generation banking applications and solutions. Founded in 2010, MX delivers data aggregation, data cleansing, auto-categorization, classification, money management, custom API, data analytics, marketing, UI, and more. In addition, MX offers an extensive array of client services, ranging from training to custom marketing services. MX currently partners with more than 600 financial institutions and more than 30 digital, online, and mobile banking providers — designating MX as a proven powerhouse in the fintech space.
Lendio, Inc. operates an online lending marketplace that connects small business owners with various lenders across the United States. Founded in 2005 and based in Lehi, Utah, Lendio provides a platform that allows business owners to compare and secure a range of financing options, including short-term and long-term loans, business lines of credit, startup loans, equipment financing, and merchant cash advances. The platform caters to diverse funding needs, supporting various types of businesses, including those owned by women. Lendio aims to simplify the lending process for small businesses by facilitating access to financial resources necessary for growth and development. The company was previously known as Funding Universe, Inc. before rebranding to Lendio in February 2011.
Saylent Technologies, Inc. develops software solutions for debit card portfolio management and analytics, specifically tailored for financial institutions. The company's key offerings include Saylent Engage, which utilizes automated and machine learning techniques to identify revenue opportunities and recommend actions; Saylent Reward, which analyzes customer financial activities to enable tailored product offerings; and Saylent Explore, which converts transaction data into actionable insights to combat fraud. These solutions are designed to help banks, credit unions, and financial service providers enhance customer attraction and retention through data-driven insights. Saylent Technologies operates through a cloud platform and has established distribution partnerships with processors and core platform suppliers both in the United Kingdom and internationally. Founded in 2006 and headquartered in Boston, Massachusetts, Saylent Technologies aims to empower its clients with effective tools for banking and marketing.
MX is a fintech data company that aims to connect people with their financial data in a way that automates their money experience. It enables fintech and all financial institutions with aggregating, enhancing, analyzing, presenting, and acting on financial data. MX enables banks and credit unions to achieve record-breaking growth by winning their competitor's most profitable account holders. As one of the fastest-growing fintech providers, MX drives customer-centric banking relationships by gathering and providing data upon which online and mobile banking partners and financial institutions can create and deliver next-generation banking applications and solutions. Founded in 2010, MX delivers data aggregation, data cleansing, auto-categorization, classification, money management, custom API, data analytics, marketing, UI, and more. In addition, MX offers an extensive array of client services, ranging from training to custom marketing services. MX currently partners with more than 600 financial institutions and more than 30 digital, online, and mobile banking providers — designating MX as a proven powerhouse in the fintech space.
Valore operates an online marketplace designed for college students to buy, sell, and rent textbooks and other educational resources. Based in San Diego, ValoreBooks.com connects students with over 14,000 booksellers nationwide, offering textbooks at discounts of up to 90 percent off the list price, significantly lower than traditional campus bookstores. In addition to its extensive selection of affordable textbooks, Valore provides interactive tools and advice on college costs and student loans. The company is recognized for its commitment to customer service and for giving back to students, enhancing the overall educational experience.
CashStar is the industry-leading provider of prepaid commerce solutions at the forefront of mobile payments, digital gifting and branded currency. The CashStar Commerce platform is used by merchants to increase revenue, reduce costs and optimize customer experiences across channels, and the CashStar Exchange platform is used by gift card distributors and loyalty programs to procure and deliver gift cards from hundreds of leading brands. CashStar clients include top brands like Sephora, Starbucks, The Home Depot, Uber and Walmart and distribution partners such as American Express Membership Rewards, Great Lakes Scrip, Maritz Motivation Solutions, MyCokeRewards, Raise.com and United MileagePlusX.
Interactions LLC specializes in providing hosted interactive voice response (IVR) services that facilitate customer engagement for various industries, particularly financial services and technology. Founded in 2004 and headquartered in Franklin, Massachusetts, the company offers solutions such as HumanTouch, which enables conversational interactions through automated voice systems, and Curo Speech, an application focused on automatic speech recognition and text-to-speech capabilities. Interactions leverages its patented Adaptive-Understanding™ technology to create natural language understanding systems that integrate both human and machine intelligence. Its virtual assistant solutions are designed to enhance customer care across multiple channels, allowing businesses to streamline communication while reducing costs. With a track record of processing over one billion transactions, Interactions serves notable clients, including Hyatt, Best Western, and Humana, providing them with tools that improve efficiency and customer satisfaction. The company also maintains technology centers in Carmel, Indiana, and additional offices in Austin, Texas, and other locations.
Valore operates an online marketplace designed for college students to buy, sell, and rent textbooks and other educational resources. Based in San Diego, ValoreBooks.com connects students with over 14,000 booksellers nationwide, offering textbooks at discounts of up to 90 percent off the list price, significantly lower than traditional campus bookstores. In addition to its extensive selection of affordable textbooks, Valore provides interactive tools and advice on college costs and student loans. The company is recognized for its commitment to customer service and for giving back to students, enhancing the overall educational experience.
Interactions LLC specializes in providing hosted interactive voice response (IVR) services that facilitate customer engagement for various industries, particularly financial services and technology. Founded in 2004 and headquartered in Franklin, Massachusetts, the company offers solutions such as HumanTouch, which enables conversational interactions through automated voice systems, and Curo Speech, an application focused on automatic speech recognition and text-to-speech capabilities. Interactions leverages its patented Adaptive-Understanding™ technology to create natural language understanding systems that integrate both human and machine intelligence. Its virtual assistant solutions are designed to enhance customer care across multiple channels, allowing businesses to streamline communication while reducing costs. With a track record of processing over one billion transactions, Interactions serves notable clients, including Hyatt, Best Western, and Humana, providing them with tools that improve efficiency and customer satisfaction. The company also maintains technology centers in Carmel, Indiana, and additional offices in Austin, Texas, and other locations.
CashStar is the industry-leading provider of prepaid commerce solutions at the forefront of mobile payments, digital gifting and branded currency. The CashStar Commerce platform is used by merchants to increase revenue, reduce costs and optimize customer experiences across channels, and the CashStar Exchange platform is used by gift card distributors and loyalty programs to procure and deliver gift cards from hundreds of leading brands. CashStar clients include top brands like Sephora, Starbucks, The Home Depot, Uber and Walmart and distribution partners such as American Express Membership Rewards, Great Lakes Scrip, Maritz Motivation Solutions, MyCokeRewards, Raise.com and United MileagePlusX.
Tervela, Inc. specializes in designing and developing a Data in Motion platform that facilitates the movement, integration, and analysis of data across various environments. Its key offerings include Data Fabric, a messaging software platform that enables users to capture and distribute data from multiple enterprise and cloud sources; Cloud FastPath, an automated service for secure migration and synchronization of digital content between on-premise and cloud infrastructures; and NetCharts, a comprehensive suite for data visualization and performance management. These solutions are aimed at addressing time-consuming tasks such as data ingest, cloud integration, and analysis, making them valuable to both small businesses and large corporations. Founded in 2004, Tervela is headquartered in Boston, Massachusetts, with additional locations in Brooklyn, New York, and Owings Mills, Maryland.
Placemark Investments specializes in developing and supporting wealth management solutions tailored for broker/dealers, registered investment advisors, banks, and family offices. The company is recognized as a leading independent overlay portfolio manager in the separate account industry, offering Unified Managed Account platforms and retirement solutions. Placemark integrates various investment vehicles, including separately managed accounts, mutual funds, and ETFs, into customized portfolios, enabling firms to enhance their fee-based business. Additionally, it offers back-office technologies designed to assist money managers, further catering to the needs of high net worth individuals and other clients.
FSV Payment Systems is a leader in prepaid technology and stored value processing. With roots deep in paycards – one of the first significant applications in the prepaid industry outside of gift cards – FSV has the experience, stored-value systems, technology and expertise to deliver your company’s prepaid card payment solutions.
To learn more visit www.fsvps.com.
Metatomix was founded in 2000 and describes themselves as the "semantic integration provider." Metatomix' solutions aim to link data from "existing disparate systems to create a common semantic understanding of your information across the enterprise, providing you a 360° view of your business information. As a result, business applications can leverage information that comes not just from a single product system or data store, but from across all data sources."
Valore operates an online marketplace designed for college students to buy, sell, and rent textbooks and other educational resources. Based in San Diego, ValoreBooks.com connects students with over 14,000 booksellers nationwide, offering textbooks at discounts of up to 90 percent off the list price, significantly lower than traditional campus bookstores. In addition to its extensive selection of affordable textbooks, Valore provides interactive tools and advice on college costs and student loans. The company is recognized for its commitment to customer service and for giving back to students, enhancing the overall educational experience.
Smart Destinations, Inc. is a provider of multi-attraction sightseeing passes for travelers in North America, offering products such as Go City Cards and Explorer Passes. These passes grant prepaid access to over 500 museums, attractions, and tours across 15 major destinations, including cities like New York, Chicago, and San Francisco, as well as locations in Hawaii and Florida. The company facilitates the purchase of these passes through its online platform, walk-up retail outlets, and travel agencies in the United States. Established in 2003 and headquartered in Boston, Massachusetts, Smart Destinations operates as a subsidiary of Big Bus Tours Ltd., distributing its products through major travel services worldwide.
Live Well Financial is a seasoned veteran in the reverse mortgage industry. Started in 2005, Live Well Financial has extended its footprint across the country from its corporate headquarters in Richmond, VA. This nationwide presence has helped the company become one of the fastest growing reverse mortgage lenders in the nation.
Interactions LLC specializes in providing hosted interactive voice response (IVR) services that facilitate customer engagement for various industries, particularly financial services and technology. Founded in 2004 and headquartered in Franklin, Massachusetts, the company offers solutions such as HumanTouch, which enables conversational interactions through automated voice systems, and Curo Speech, an application focused on automatic speech recognition and text-to-speech capabilities. Interactions leverages its patented Adaptive-Understanding™ technology to create natural language understanding systems that integrate both human and machine intelligence. Its virtual assistant solutions are designed to enhance customer care across multiple channels, allowing businesses to streamline communication while reducing costs. With a track record of processing over one billion transactions, Interactions serves notable clients, including Hyatt, Best Western, and Humana, providing them with tools that improve efficiency and customer satisfaction. The company also maintains technology centers in Carmel, Indiana, and additional offices in Austin, Texas, and other locations.
Tervela, Inc. specializes in designing and developing a Data in Motion platform that facilitates the movement, integration, and analysis of data across various environments. Its key offerings include Data Fabric, a messaging software platform that enables users to capture and distribute data from multiple enterprise and cloud sources; Cloud FastPath, an automated service for secure migration and synchronization of digital content between on-premise and cloud infrastructures; and NetCharts, a comprehensive suite for data visualization and performance management. These solutions are aimed at addressing time-consuming tasks such as data ingest, cloud integration, and analysis, making them valuable to both small businesses and large corporations. Founded in 2004, Tervela is headquartered in Boston, Massachusetts, with additional locations in Brooklyn, New York, and Owings Mills, Maryland.
HiWired thinks everyone should enjoy the benefits of PC and network-based technologies, without annoying setup and maintenance headaches. The company delivers help remotely via the Internet and secure screen share technology; so you can stay put and avoid the discomfort of sharing your space with an unfamiliar technician. It's no wonder companies like OfficeMax, Cox Communications and Motorola partner with us to simplify life for their customers with their leading-edge technology and US-based network of expert technicians.
Compete specializes in providing digital intelligence services that assist brands in enhancing their marketing strategies by analyzing online consumer behavior. The company offers a range of services that include consumer behavior data for competitive research, performance benchmarking, identification of effective keywords, and analysis of referral sources. It enables businesses to gain insights into online market shares, discover competitors' traffic sources, and pinpoint opportunities to enhance website engagement and conversion metrics. Additionally, Compete provides tools for measuring referral partners, creating connections between online and offline efforts, and identifying cross-selling and up-selling opportunities. The company also focuses on mobile behavioral intelligence to understand the impact of mobile devices on consumer shopping habits. Through these services, Compete aims to deliver actionable insights and comprehensive reports that support informed decision-making for brands seeking to improve customer loyalty and reduce operational costs.
Metatomix was founded in 2000 and describes themselves as the "semantic integration provider." Metatomix' solutions aim to link data from "existing disparate systems to create a common semantic understanding of your information across the enterprise, providing you a 360° view of your business information. As a result, business applications can leverage information that comes not just from a single product system or data store, but from across all data sources."
Serious USA, Inc., a publishing company, develops interactive CD and DVD cards for entertainment brands. It offers interactive gift cards, loyalty cards, pharmaceutical patient education cards, direct mail programs, and collectible digital trading cards. The company was founded in 1997 and is headquartered in New York, New York with additional offices in London, the United Kingdom; and Singapore, Singapore. Serious USA, Inc. operates as a subsidiary of Serious Global Holdings Ltd. On October 19, 2009, Serious USA, Inc. filed a voluntary petition for liquidation under Chapter 7 in the U.S. Bankruptcy Court for the Southern District of New York.
Valore operates an online marketplace designed for college students to buy, sell, and rent textbooks and other educational resources. Based in San Diego, ValoreBooks.com connects students with over 14,000 booksellers nationwide, offering textbooks at discounts of up to 90 percent off the list price, significantly lower than traditional campus bookstores. In addition to its extensive selection of affordable textbooks, Valore provides interactive tools and advice on college costs and student loans. The company is recognized for its commitment to customer service and for giving back to students, enhancing the overall educational experience.
Placemark Investments specializes in developing and supporting wealth management solutions tailored for broker/dealers, registered investment advisors, banks, and family offices. The company is recognized as a leading independent overlay portfolio manager in the separate account industry, offering Unified Managed Account platforms and retirement solutions. Placemark integrates various investment vehicles, including separately managed accounts, mutual funds, and ETFs, into customized portfolios, enabling firms to enhance their fee-based business. Additionally, it offers back-office technologies designed to assist money managers, further catering to the needs of high net worth individuals and other clients.
Private Equity Round in 2006
Metatomix was founded in 2000 and describes themselves as the "semantic integration provider." Metatomix' solutions aim to link data from "existing disparate systems to create a common semantic understanding of your information across the enterprise, providing you a 360° view of your business information. As a result, business applications can leverage information that comes not just from a single product system or data store, but from across all data sources."
Austin Logistics is a provider of next-generation predictive analytic and business intelligence software solutions that anticipate customer value and behavior to drive more profit from every customer interaction. Since 1992, the company's innovative solutions have helped many of the world's largest financial services, telecommunication, and e-commerce companies to make proactive, profit-focused decisions that optimize actions in collections, risk & fraud, marketing and customer service.
Smart Destinations, Inc. is a provider of multi-attraction sightseeing passes for travelers in North America, offering products such as Go City Cards and Explorer Passes. These passes grant prepaid access to over 500 museums, attractions, and tours across 15 major destinations, including cities like New York, Chicago, and San Francisco, as well as locations in Hawaii and Florida. The company facilitates the purchase of these passes through its online platform, walk-up retail outlets, and travel agencies in the United States. Established in 2003 and headquartered in Boston, Massachusetts, Smart Destinations operates as a subsidiary of Big Bus Tours Ltd., distributing its products through major travel services worldwide.
Paychoice is a Australia’s newest payment processing company with a simple, developer-friendly way to accept payments online. Paychoice offers merchants a secure payment gateway, merchant account, recurring billing and credit card storage which is PCI DSS compliant. Paychoice has recently redeveloped it's API's to be more developer-friendly to ease the process of integrating Paychoice into the merchants billing strategy. Visit Paychoice at www.paychoice.com.au, on Twitter @PayChoice_ or Facebook on https://www.facebook.com/PayChoice.PaymentGateway.
Cortera is a provider of comprehensive business-to-business payment and purchase behavior data and insights on public and private companies. The company tracks $1.6 trillion in business-to-business purchases across 45 spend categories to deliver insights on 20 million U.S. business locations. Cortera's solutions enable companies of all sizes to better understand their customers, suppliers and business partners by gaining visibility into what they purchase, how they pay and how their purchase and payment behavior changes over time. Thousands of companies across diverse industries use Cortera solutions to increase revenue, improve sales and marketing effectiveness, and reduce risk. Cortera is privately held with offices in Boca Raton, Florida; Boston and Quincy, Massachusetts and Bangalore, India.
Veridiem Inc is an enterprise software company that offers marketing resource management software. It also offers a suite of marketing analysis, operational, and optimization applications for companies in the automotive, consumer package goods, and financial industries. Veridiem Inc also offers implementation, professional, training, and support services. It is based in Maynard, Massachusetts.
Placemark Investments specializes in developing and supporting wealth management solutions tailored for broker/dealers, registered investment advisors, banks, and family offices. The company is recognized as a leading independent overlay portfolio manager in the separate account industry, offering Unified Managed Account platforms and retirement solutions. Placemark integrates various investment vehicles, including separately managed accounts, mutual funds, and ETFs, into customized portfolios, enabling firms to enhance their fee-based business. Additionally, it offers back-office technologies designed to assist money managers, further catering to the needs of high net worth individuals and other clients.
OpenPages, Inc. provides enterprise governance, risk, and compliance management solutions. The company also offers advisory, implementation, training, hosting, customer support, and optimization services. It serves financial services/insurance, high technology, energy and power, manufacturing, retail/consumer, telecommunications, engineering/construction, media/entertainment/leisure, health services/pharmaceuticals, professional services/consulting, and transportation/freight industries.
OpenPages, Inc., formerly known as American Computer Innovators, Inc., was founded in 1996 and is headquartered in Waltham, Massachusetts with additional offices in Tokyo, Japan; London, the United Kingdom; and North America.
Austin Logistics is a provider of next-generation predictive analytic and business intelligence software solutions that anticipate customer value and behavior to drive more profit from every customer interaction. Since 1992, the company's innovative solutions have helped many of the world's largest financial services, telecommunication, and e-commerce companies to make proactive, profit-focused decisions that optimize actions in collections, risk & fraud, marketing and customer service.
Compete specializes in providing digital intelligence services that assist brands in enhancing their marketing strategies by analyzing online consumer behavior. The company offers a range of services that include consumer behavior data for competitive research, performance benchmarking, identification of effective keywords, and analysis of referral sources. It enables businesses to gain insights into online market shares, discover competitors' traffic sources, and pinpoint opportunities to enhance website engagement and conversion metrics. Additionally, Compete provides tools for measuring referral partners, creating connections between online and offline efforts, and identifying cross-selling and up-selling opportunities. The company also focuses on mobile behavioral intelligence to understand the impact of mobile devices on consumer shopping habits. Through these services, Compete aims to deliver actionable insights and comprehensive reports that support informed decision-making for brands seeking to improve customer loyalty and reduce operational costs.
Entigo specializes in enterprise warranty chain management solutions, providing businesses with tools to streamline warranty processing. Its primary offerings include Entigo Warranty, which facilitates the management of warranty claims, and Entigo Catalyst, designed for strategic assessments of existing warranty operations. The company also offers a range of services such as project management, implementation consulting, and systems integration. These solutions aim to automate the registration and claims process, reduce error rates, and enhance analytics for informed decision-making, ultimately improving product quality and minimizing warranty costs. Entigo's systems are tailored to meet the needs of Fortune 500 manufacturers across various sectors, including automotive, aerospace, and industrial equipment. Founded in 1995 and headquartered in Exton, Pennsylvania, Entigo is committed to optimizing warranty processes and ensuring seamless integration with warranty chain partners.
Founded in 2000, Higher One provides higher education institutions and their students with efficient, convenient and easy-to-use solutions to handle financial disbursements. These include: student refunds, on-campus and community purchases, payroll and employee expenses, as well as the collection of payments from students, parents, and sponsors.
Forefield develops software for online communication between financial institutions and their clients.
PhotonEx Corp
Series C in 2001
PhotonEx Corp is an optical networking equipment manufacturer.
Exchange Solutions delivers intelligent customer engagement programs. Built on a proprietary platform, their approach is unique and delivers quicker results, better ROI, and deeper customer engagement than traditional engagement or loyalty programs.
OpenPages, Inc. provides enterprise governance, risk, and compliance management solutions. The company also offers advisory, implementation, training, hosting, customer support, and optimization services. It serves financial services/insurance, high technology, energy and power, manufacturing, retail/consumer, telecommunications, engineering/construction, media/entertainment/leisure, health services/pharmaceuticals, professional services/consulting, and transportation/freight industries.
OpenPages, Inc., formerly known as American Computer Innovators, Inc., was founded in 1996 and is headquartered in Waltham, Massachusetts with additional offices in Tokyo, Japan; London, the United Kingdom; and North America.
Veridiem Inc is an enterprise software company that offers marketing resource management software. It also offers a suite of marketing analysis, operational, and optimization applications for companies in the automotive, consumer package goods, and financial industries. Veridiem Inc also offers implementation, professional, training, and support services. It is based in Maynard, Massachusetts.
Founded in 1996, Dulles, VA-based MarketSwitch is the leader in the emerging business category of Enterprise Marketing Optimization. Serving Fortune 500 firms, the company markets its enterprise solutions to large corporate end users and marketing automation service providers. MarketSwitch associates are widely published professionals with superior expertise in marketing, financial analytics, quantitative sciences, and software development. Our world-class scientific talent, coupled with superior strategic marketing know-how, enables us to build true enterprise-level decision support systems for the marketing executive.