Sorenson Capital

Sorenson Capital is a growth-focused investment firm based in Lehi, Utah, established in 2003. With over $1 billion in capital under management, it specializes in providing venture capital, growth equity, and small- to middle-market buyout investments, primarily targeting growth-oriented companies in the United States. In addition to Sorenson Capital, the firm also encompasses Sorenson Ventures, founded in 2017 and headquartered in Palo Alto, California. Sorenson Ventures concentrates on early-stage investments in business-to-business software and security sectors, typically investing up to $15 million over the life of an investment. Together, these entities leverage a team of experienced entrepreneurs and industry executives to drive innovation and growth within their targeted sectors.

Len Blackwell

Managing Director, Operations Group

Brady Broadbent

Partner

Suril Butala

Vice President

Burke Davis

Partner

Troy Ford

Associate

Justin Froerer

Investor

Eric Hilton

Principal

Chris Hulme

Investor

Sam Jenks

Investor

Thomas Jones

Associate

Tim Layton

Partner

Mark Ludwig

Partner

David Mella

Investor

Ronald Paul Mika

Co-Founder and Partner

Ron Mika

Founder and Partner

Michelle Moon

Principal

Vidya Raman

Partner

Brent Robinson

Operating Partner

Rob Rueckert

Partner

Luke Sorenson

Partner

Jeff Todd

Vice President

Olive Xu

Investor

Past deals in Utah

LiveView Technologies

Series B in 2022
LiveView Technologies is a software company provides security software and solutions.

GUIDEcx

Series B in 2022
GuideCX offers everything you need to provide a self-serve implementation experience in one versatile and dynamic package. Use templates to automate and reproduce repetitive processes that involve customers and 3rd parties. (i.e. Onboarding, Procurement...). Automated communication provides updates and maintains accountability. By improving the efficiency and transparency of the onboarding process, you can do more with less when you use GuideCX.

Podium

Series D in 2021
Podium, Inc. is a software company that provides a customer communication platform aimed at enhancing interactions between businesses and their local customers. Founded in 2013 and based in Provo, Utah, Podium's platform facilitates the collection and management of online reviews from various sites, including Google and Facebook. It enables businesses to engage with customers at critical moments, such as during transactions, allowing for immediate posting of reviews via mobile devices. In addition to managing online reputation, Podium's platform offers comprehensive reporting, instant alerts, and tools for responding to reviews. By aggregating and analyzing customer feedback, Podium helps businesses improve their visibility and influence purchasing decisions through user-generated content.

GUIDEcx

Series A in 2020
GuideCX offers everything you need to provide a self-serve implementation experience in one versatile and dynamic package. Use templates to automate and reproduce repetitive processes that involve customers and 3rd parties. (i.e. Onboarding, Procurement...). Automated communication provides updates and maintains accountability. By improving the efficiency and transparency of the onboarding process, you can do more with less when you use GuideCX.

MX

Series B in 2019
MX is a fintech data company established in 2010 that focuses on enhancing the financial experiences of individuals by automating access to their financial data. The company provides software solutions for banks, credit unions, and financial technology innovators, enabling them to aggregate, analyze, and present financial data effectively. By offering services such as data cleansing, auto-categorization, custom APIs, and data analytics, MX helps financial institutions improve customer engagement and drive growth. The company has established partnerships with over 600 financial institutions and more than 30 digital banking providers, positioning itself as a significant player in the fintech industry. MX's emphasis on customer-centric banking relationships allows clients to develop next-generation banking applications and solutions, ultimately leading to enhanced financial management for users.

Cream, Inc.

Private Equity Round in 2018
Cream, Inc., doing business as Cream Analytics, designs and develops enterprise resource planning solutions. Its suite enables process automation, board reporting, benchmarking, and business matrices intensification services. The company was founded in 2018 and is headquartered in American Fork, Utah.

Jolt

Private Equity Round in 2018
Jolt Software, Inc. is a Utah-based company established in 2012, specializing in operations execution software for various industries, particularly focused on restaurants. The company offers a comprehensive suite of tools designed to enhance team accountability and employee performance while ensuring food safety compliance. Jolt's software includes features such as smart checklists, employee scheduling, time and attendance tracking, custom labeling, and environmental monitoring. It also integrates with various hardware, including printers and temperature sensors. Jolt's solutions have gained traction among well-known brands like McDonald’s, LEGOLAND, and Chick-fil-A, as well as in sectors such as healthcare, manufacturing, and entertainment. By streamlining daily operations and providing essential management tools, Jolt addresses significant operational needs across a diverse range of businesses.

Health Catalyst

Series D in 2015
Health Catalyst is a company that specializes in data and analytics technology for healthcare organizations, addressing the challenges posed by the transition from paper to electronic health records. It focuses on organizing, normalizing, and linking disparate health data from various systems, making it easily searchable for all users, including those without technical expertise. Health Catalyst operates through two primary segments: the Technology segment, which is the main revenue driver, offers cloud-based data platforms, analytics applications, and support services, primarily through subscription and licensing agreements. The Professional Services segment provides a combination of analytics, implementation, strategic advisory, and outsourcing services, helping healthcare organizations effectively utilize the technology to improve outcomes and operational efficiency.

ExpertVoice

Venture Round in 2014
ExpertVoice is an online marketing platform based in Salt Lake City, Utah, that connects brands with influencers to promote products and services. Founded in 2004, the platform facilitates the identification, education, and incentivization of trusted influencers, allowing brands to create deals and discounts for these advocates to try their products. By leveraging expert recommendations from retail sales associates and respected professionals in various categories, ExpertVoice enables brands to enhance their sales and marketing efforts through authentic endorsements.

Pluralsight

Series B in 2014
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.

Zarbee's

Venture Round in 2014
Zarbee's, Inc. is a company that manufactures and sells a variety of health products, including cough and throat relief items, immune support solutions, and vitamins and supplements for both children and adults. Established in 2008 and headquartered in Draper, Utah, Zarbee's also has a presence in Greenwich, Connecticut. The company provides its products through both physical and online retail channels. In addition to its product offerings, Zarbee's emphasizes the importance of natural health by providing clinically proven health tips and advice for families. As of September 2018, Zarbee's operates as a subsidiary of Johnson & Johnson Consumer Inc.

Workfront

Series D in 2014
Workfront, Inc. develops cloud-based enterprise work management solutions designed to enhance productivity and collaboration for marketing teams, IT departments, and other enterprise groups. Its primary offering, Workfront Enterprise Work Cloud, provides a centralized platform for managing various work processes throughout their lifecycle, reducing reliance on excessive emails and status meetings. Additionally, Workfront Fusion serves as an integration platform, allowing users to connect their work management system with other business applications. The company caters to diverse needs, including corporate application development, new product development, and marketing work management for creative services and agencies. Workfront also offers consulting, education, and support services to its clients. Founded in 2001 and based in Lehi, Utah, Workfront has operations in the United States and internationally, with data centers located in Ireland, Germany, and the United States. It became a subsidiary of Adobe Inc. in December 2020.

Health Catalyst

Series C in 2014
Health Catalyst is a company that specializes in data and analytics technology for healthcare organizations, addressing the challenges posed by the transition from paper to electronic health records. It focuses on organizing, normalizing, and linking disparate health data from various systems, making it easily searchable for all users, including those without technical expertise. Health Catalyst operates through two primary segments: the Technology segment, which is the main revenue driver, offers cloud-based data platforms, analytics applications, and support services, primarily through subscription and licensing agreements. The Professional Services segment provides a combination of analytics, implementation, strategic advisory, and outsourcing services, helping healthcare organizations effectively utilize the technology to improve outcomes and operational efficiency.

Wilson Electronics

Private Equity Round in 2013
Wilson Electronics, LLC specializes in the design and manufacture of cell phone signal boosters, antennas, and cellular accessories aimed at enhancing cellular communication across various applications, including mobile, indoor, marine, and machine-to-machine environments. The company offers products under the weBoost and WilsonPro brands, catering to both consumers and commercial enterprises. Their offerings include in-vehicle cellular signal boosters, such as the Drive Reach OTR and Drive Reach RV, as well as professional tools like the Pro Signal Meter, which detects and measures cellular signal strength and bandwidth. Wilson Electronics aims to eliminate dead zones and improve connectivity for users in homes, businesses, and vehicles. Incorporated in 2013 and headquartered in St. George, Utah, the company sells its products through authorized resellers, serving both domestic and international markets.

AccessData

Private Equity Round in 2013
AccessData Group, Inc. specializes in the development and delivery of digital forensics and e-Discovery software solutions tailored for corporations, law enforcement, government agencies, and law firms globally. Founded in 1987 and headquartered in Orem, Utah, the company offers a comprehensive suite of tools that facilitate digital investigations, including its e-Discovery solutions like Summation and AD eDiscovery, which streamline legal review and data management. AccessData's digital forensics offerings encompass the Forensic Toolkit, Mobile Phone Examiner Plus, and several other specialized platforms designed for data acquisition and analysis. The company also provides litigation support services, including early case assessment and training programs such as the AccessData Certified Examiner. With a customer base exceeding 100,000, AccessData has established itself as a trusted leader in the digital forensics and e-Discovery sectors, known for its robust solutions and training capabilities. As of December 2020, AccessData operates as a subsidiary of Exterro, Inc.

Suncrest Solar

Private Equity Round in 2013
Suncrest Solar, Inc., also known as Suncrest Solar Energy, specializes in selling and installing rooftop solar systems for residential customers in California and nearby regions. Founded in 2013, the company is headquartered in Salt Lake City, Utah, with multiple office locations across California, including Ontario, Tustin, San Diego, San Jose, Fresno, and Sacramento, as well as in Columbia, South Carolina. Suncrest Solar focuses on providing clean electricity at a competitive cost, enabling homeowners to generate a significant portion of their energy needs through solar panels installed on their roofs.

Health Catalyst

Series B in 2013
Health Catalyst is a company that specializes in data and analytics technology for healthcare organizations, addressing the challenges posed by the transition from paper to electronic health records. It focuses on organizing, normalizing, and linking disparate health data from various systems, making it easily searchable for all users, including those without technical expertise. Health Catalyst operates through two primary segments: the Technology segment, which is the main revenue driver, offers cloud-based data platforms, analytics applications, and support services, primarily through subscription and licensing agreements. The Professional Services segment provides a combination of analytics, implementation, strategic advisory, and outsourcing services, helping healthcare organizations effectively utilize the technology to improve outcomes and operational efficiency.

TruHearing

Private Equity Round in 2013
TruHearing Inc., founded in 2003 and based in West Jordan, Utah, specializes in providing discounted digital hearing aids and related instruments to members of contracted health plans and enrolled employer groups, along with their families. The company aims to support individuals experiencing hearing loss by offering a range of hearing benefits products and services. Through strategic partnerships with health plan providers across the nation, TruHearing delivers a consumer-focused experience, ensuring that plan members have access to essential hearing aid technology. As of April 2018, TruHearing operates as a subsidiary of Sivantos Pte. Ltd.

BambooHR

Venture Round in 2012
BambooHR LLC offers an online human resources software for small and medium businesses. Its solutions include Applicant Tracking System, a module to track, share, and evaluate applicant information of qualified candidates; employee database software; human resource information system; and human resource management system. The company also offers a mobile application to access employee data; and Bamboo Payroll, an online payroll solution. BambooHR LLC was founded in 2008 and is based in Lindon, Utah.

InMoment

Venture Round in 2011
InMoment, Inc. is a customer experience optimization company that offers the InMoment XI Platform, a cloud-based solution designed to enhance customer relationships and inform business decisions through customer storytelling. The platform utilizes a proprietary AI-based analytics engine to provide insights across various sectors, including automotive, financial services, healthcare, retail, and technology. InMoment's comprehensive suite of tools encompasses Voice of Customer (VoC), Voice of Employee (VoE), and Employee Experience technologies, enabling businesses to leverage feedback effectively. Founded in 2002 and originally named Mindshare Technologies, the company rebranded to InMoment in June 2014. Headquartered in South Jordan, Utah, InMoment operates additional offices in locations such as Canada, the United Kingdom, Germany, Australia, New Zealand, China, and Singapore, serving over 350 brands across 95 countries.

Goal Zero

Private Equity Round in 2011
Goal Zero is a company that specializes in portable power solutions, focusing on renewable energy through solar technology. Its product lineup includes solar panels, rechargeable batteries, and various accessories such as lights, lanterns, flashlights, and speakers. The offerings range from small devices designed for recharging personal electronics like cell phones and laptops to larger systems capable of powering appliances such as refrigerators. All products can be charged via solar energy, wall outlets, or USB connections. Goal Zero markets its products globally, selling directly through its website as well as through specialty and mass retailers.

Imagine Learning

Private Equity Round in 2010
Imagine Learning, Inc. specializes in developing language and literacy solutions for elementary students in the United States and internationally. Founded in 2004 and based in Provo, Utah, the company offers a range of educational software programs designed to enhance literacy skills. Its flagship product, Imagine Learning, features interactive activities, videos, and games to engage students. Additionally, Imagine Learning v14 provides interoperability across devices, while Imagine Learning Cloud offers a web-based platform for teachers and administrators equipped with interactive data tools. The company also provides Imagine Learning Español, which focuses on building literacy and language proficiency in Spanish for early learners. With a commitment to supporting diverse learners, including English language learners, struggling readers, and students with disabilities, Imagine Learning aims to deliver differentiated instruction and comprehensive digital curriculum services to enhance educational outcomes.

Omniture

Venture Round in 2006
Omniture is a business specializing in online marketing and web analytics, offering a comprehensive suite of services designed to help clients manage and improve their marketing efforts. Their product suite includes advanced web analytics and segmentation tools, such as SiteCatalyst, Discover, and a Data Warehouse, which allow for in-depth analysis of website performance. Additionally, they provide search marketing solutions through SearchCenter, optimization tools via Advanced Testing and Targeting, and a marketing integration platform called Genesis. Omniture also offers an iPhone application that enables users to access their accounts and monitor statistics remotely, enhancing the convenience and accessibility of their services.

Omniture

Secondary Market in 2006
Omniture is a business specializing in online marketing and web analytics, offering a comprehensive suite of services designed to help clients manage and improve their marketing efforts. Their product suite includes advanced web analytics and segmentation tools, such as SiteCatalyst, Discover, and a Data Warehouse, which allow for in-depth analysis of website performance. Additionally, they provide search marketing solutions through SearchCenter, optimization tools via Advanced Testing and Targeting, and a marketing integration platform called Genesis. Omniture also offers an iPhone application that enables users to access their accounts and monitor statistics remotely, enhancing the convenience and accessibility of their services.
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