Private Equity Round in 2023
Neptune Flood, founded in 2016 and headquartered in Saint Petersburg, Florida, offers innovative flood insurance products across the United States. The company employs advanced mapping technologies and aerial remote sensing to develop algorithms that accurately assess flood risk, often resulting in coverage options that are more comprehensive and cost-effective than those provided by the National Flood Insurance Program, with potential savings of up to 25%. Neptune Flood launched its insurance offerings in early 2017 and became a Lloyd's Coverholder later that year, allowing it to provide flood insurance nationwide. The company's policies are backed by Lloyd's of London, which holds an "A" (Excellent) rating from A.M. Best. By leveraging data analytics and user-friendly online tools, Neptune Flood aims to streamline the process of obtaining flood insurance, ensuring that customers receive reliable financial protection in the event of a flood.
ID.me, Inc. provides a secure identity verification platform that offers identity proofing, authentication, and group affiliation verification solutions for government and various businesses. Founded in 2010 and based in McLean, Virginia, the company enables consumers to verify their identities online, in-person, or through virtual means. Its services include Identity Gateway, which integrates multiple third-party identity providers; Multi-Factor Authentication; Document Verification utilizing machine vision and AI; and Compliance Monitor to ensure regulatory adherence. Additionally, ID.me offers Group Verification to authenticate group affiliations, enabling discounts for targeted segments such as military personnel and students. The platform serves diverse sectors, including public services, healthcare, financial services, retail, and travel, facilitating secure interactions between individuals and organizations. ID.me has gained recognition for its contributions to digital identity solutions, having received a grant from the U.S. Department of Commerce and accolades from various publications.
SingleOps LLC develops business management and cloud-based scheduling software solutions. The company offers SingleOps software for mobile estimates, scheduling, time tracking, CRM, QB sync, automated marketing, credit card processing, work orders, task management, inventory, equipment tracking, purchase orders, and expenses management. It serves tree care, landscaping, lawn care, field services, sod farm and landscape supply, and rental industries. The company was incorporated in 2013 and is headquartered in Atlanta, Georgia.
Private Equity Round in 2022
DataArt Solutions, Inc. is a technology consulting firm that specializes in designing, developing, and supporting software solutions across a variety of industries, including finance, healthcare, retail, media, and travel. Established in 1997 and headquartered in New York, the company offers a broad range of services encompassing agile software development, managed support, security, quality engineering, and digital transformation. DataArt focuses on creating custom software that enhances operational efficiency and facilitates market expansion for its clients. The firm integrates advanced technologies such as artificial intelligence, cloud computing, and blockchain into its solutions, while maintaining a commitment to human values like curiosity and empathy. This approach fosters strong, lasting partnerships with clients, enabling them to optimize their software development processes and minimize risks in critical systems. With additional locations in the United States and abroad, DataArt continues to deliver high-quality, impactful solutions tailored to its clients' needs.
Zoovu is the next generation digital commerce search platform that merges context and meaning across channels to help brands and retailers have rich, personalized conversations with their customers. Zoovu’s proprietary AI naturally understands and speaks the customer’s language by turning technical specs into an easy-to-understand conversation. Ultimately adapting to the customer’s conversation style to help better engage, educate and empower them in making purchase decisions in the moments that matter. With Zoovu's world-class semantic library you can easily interpret the context and intent behind your customers' every search. More than 3,500 brands and retailers use Zoovu to engage, educate and empower shoppers to find and buy the right product, including Amazon, P&G, Whirlpool and Microsoft. Zoovu operates worldwide in 500+ product categories, across all languages.
Paddle.com Market Limited offers a Revenue Delivery Platform tailored for Software-as-a-Service (SaaS) companies, facilitating growth in customer acquisition, renewals, and expansion. Founded in 2012 and based in London, the company provides a comprehensive solution that allows users to sell software while managing essential processes such as customer acquisition, free trial management, recurring billing, customer support, and compliance with international sales taxes. Paddle also functions as a reseller of software and digital content for developers, serving a diverse range of software and digital businesses, including those focused on desktop applications and subscription-based products. With a team of approximately 140 employees, Paddle supports over 2,000 software sellers across 245 countries and territories, positioning itself as a key player in the B2B SaaS market.
Private Equity Round in 2022
LogicSource, Inc. is a sourcing and procurement services company based in Norwalk, Connecticut, founded in 2009. It specializes in assisting retail sector companies to enhance their sourcing and procurement practices, aiming to drive profit improvement through better buying strategies. The company offers a range of services that include marketing, packaging, store development, facilities management, information technology, and distribution and logistics. By combining tailored services with real-time market intelligence and advanced workflow technology, LogicSource helps consumer-facing businesses improve their operational efficiency and profitability.
Developer of healthcare workforce management software designed for medical professionals. The company's software improves and analyzes the healthcare staffing experiences, assists in reviewing notifications of available shifts during selected availability as well as helps to accept shifts immediately and call out of shifts when needed, enabling healthcare professionals to work when they want and healthcare providers to get the staff they need.
Private Equity Round in 2021
ReliaQuest provides a SaaS security platform designed to minimize data loss and business disruptions. Its GreyMatter platform delivers visibility across SIEM, EDR, and multi-cloud environments to speed detection and response while maturing security investments to deliver security confidence. The company was founded in 2007 and is headquartered in Tampa, Florida.
Luma Health Inc. is a San Francisco-based company that develops a patient engagement platform aimed at facilitating communication between healthcare providers and patients. Founded in 2015, the platform is designed to help healthcare systems and clinics efficiently manage patient appointments, including smart scheduling and referral management. It also offers features such as appointment reminders, mobile patient intake, care pathways, and EHR integrations, alongside analytics and insights. By connecting patients to care quickly and ensuring adherence to treatment plans, Luma Health enhances the overall patient experience and helps healthcare providers maintain a full schedule while improving treatment procedures.
Plate IQ is accounts payable automation software designed for restaurants. It saves time, increases data accuracy, and provides insight into spend by extracting line item data from invoices and automatically coding purchases to GL accounts. Invoice data also powers: *Approvals - Create custom approval policies for invoices. *Bill Pay - Manage payments via ACH or paper check. *Statements - Reconcile vendor statements automatically. *Reporting - Gain up-to-date cost and vendor pricing insights. Plate IQ integrates with top accounting and inventory software, virtually eliminating data entry from the AP process.
Private Equity Round in 2021
Vagaro, Inc. is a cloud-based business management platform designed for the salon, spa, and fitness industries. Established in 2009 and based in California, Vagaro offers an integrated payment system and a suite of tools that enable salon owners to manage their bookkeeping, payroll, inventory, and client databases efficiently. The platform allows users to find local salons and spas, make online appointments, and access information on promotions, hairstyles, and stylists. Additionally, Vagaro provides services such as online bookings, mass email marketing tools, and customizable web pages that showcase salons and their offerings. By focusing on digital-first productivity, Vagaro streamlines business operations, making it a valuable resource for both service providers and clients.
Private Equity Round in 2021
A-LIGN is a cybersecurity and compliance solutions provider based in Tampa, Florida, founded in 2009. The company specializes in assisting businesses across various industries in managing their audit and security assessment needs to mitigate cyber threats and reduce risk. A-LIGN offers a range of services, including cybersecurity audits, compliance assessments, cyber risk advisory, and privacy testing. By leveraging the expertise of its leadership team, which comprises former "Big 4" executives, A-LIGN aims to streamline the security and compliance process, ensuring effective communication and responsiveness throughout the audit lifecycle. This approach enables organizations to assure their customers that sensitive data is protected and that their operations are conducted with integrity.
OpenSesame is an e-learning company that provides online training courses for businesses and employees. It features an online-based application platform that specializes in technology, healthcare, and business training that helps companies, businesses, and institutions to improve their workforce and acquire new skills.
The company was founded in 2011 and headquartered in Portland, Oregon.
LoanPro Software® is a web-based, loan-servicing application, designed for and entirely hosted on the Amazon Web Services (AWS) cloud. Built on its own API, LoanPro® provides a dynamic, versatile, lending solution unlike anything else in the Fintech space. LoanPro securely stores and tokenizes payment data under a PCI-DSS Level 1 AOC security certification. LoanPro also offers integrated services from well-known providers to aid in the lending process.
Embroker, Inc. is a digital insurance brokerage that specializes in providing insurance services for small and mid-sized businesses. Founded in 2015 and headquartered in San Francisco, with additional offices in Chicago and Boston, the company utilizes an online platform that enables clients to buy, manage, and analyze their commercial insurance policies efficiently. This platform allows users to share, request, and track proof of coverage through digital certificates of insurance and provides tools for real-time claims tracking. Embroker offers a variety of insurance products, including Commercial General Liability, property insurance, professional liability, and employee benefits, among others. The company also facilitates peer comparison, helping clients benchmark their policies against industry standards. By combining technology with brokerage expertise, Embroker aims to simplify the insurance process and enhance value for its clients in the competitive property and casualty insurance market.
Bought By Many is the multi-award-winning pet insurance provider that is disrupting insurance distribution. They do this by analysing anonymised internet search data and customer research to identify unmet consumer needs for insurance. Key company milestones are as follows: o 2012: Launched boughtbymany.com. Completed seed funding round. o 2013: Named Insurance Website of the Year. o 2014: Identified by Boston Consulting Group & Morgan Stanley as the global exemplar of innovation in insurance distribution. Awarded Best Use of Mobile Technology at the Digital Insurance Awards. o 2015: Surpassed 100,000 members. Launched SaaS platform in China in partnership with Ping An Insurance. Completed second funding round. Became directly regulated by the FCA. Acquired Brooks Braithwaite (Sussex) Ltd - the UK’s leading provider of insurance for exotic pets and pet businesses. Named Fintech Innovation of the Year & Insurance Start Up of the Year. o 2016: Innovation in Insurance Award at the Fintech Innovation Awards. Named in the FinTech 50. Signed long-term insurance agreement with Munich Re. Completed Series A funding round. o 2017: Launched Bought By Many-branded cat and dog insurance product range. o 2019: Named most trusted pet insurance provider at the 2019 Moneywise Customer Service Awards. Launched Bought By Many cat and dog insurance in Sweden. o 2020: Covers more than 200,000 pets in the UK. They have an exceptional team of 150, based across sites in Farringdon, Central London; Haywards Heath, Sussex; Birmingham; and Sweden. They're always interested to hear from people who'd like to learn about career opportunities at Bought By Many, and they're currently recruiting for web development, business analysis, & project management roles.
Vórtx is a tech-enabled corporate and trust service provider for fund managers and corporate issuers.
Paddle.com Market Limited offers a Revenue Delivery Platform tailored for Software-as-a-Service (SaaS) companies, facilitating growth in customer acquisition, renewals, and expansion. Founded in 2012 and based in London, the company provides a comprehensive solution that allows users to sell software while managing essential processes such as customer acquisition, free trial management, recurring billing, customer support, and compliance with international sales taxes. Paddle also functions as a reseller of software and digital content for developers, serving a diverse range of software and digital businesses, including those focused on desktop applications and subscription-based products. With a team of approximately 140 employees, Paddle supports over 2,000 software sellers across 245 countries and territories, positioning itself as a key player in the B2B SaaS market.
Private Equity Round in 2020
Lean Staffing Solutions, Inc. is a staffing agency that specializes in providing nearshore staffing services primarily for the logistics and transportation industry in the United States and Canada. Founded in 2008 and headquartered in Coral Springs, Florida, the company operates additional offices in Barranquilla, Bogota, and Cartagena, Colombia. Lean Staffing Solutions offers a range of services including logistics and transportation support, back office administration, and marketing, all designed to help U.S.-based companies establish satellite operations. By enabling clients to maintain control over their overseas employees, the company delivers trained, motivated, and bilingual personnel equipped with advanced technology for domestic transportation and administrative tasks. The agency's mission focuses on being a specialized human resources source for U.S. clients, ensuring they have access to qualified staff for their operational needs.
Private Equity Round in 2020
6 Degrees Health, Inc. specializes in healthcare reimbursement solutions, utilizing its proprietary MediVI software platform to collect, analyze, and organize medical claims data across the United States. Founded in 2011 and located in Hillsboro, Oregon, the company provides a range of cost containment services, including medical reimbursement analytics for audits, claim negotiations, and reference-based pricing. Additionally, it offers solutions for transplant and surgical networks, helping to connect providers of solid organ and bone marrow transplants. The company serves a diverse client base, including third-party administrators, health plans, brokers, consultants, reinsurance carriers, and medical providers, with a focus on promoting equity and transparency in healthcare reimbursement.
Private Equity Round in 2020
Agiloft, Inc. is a software company that specializes in agile business process automation, focusing on complex processes often overlooked by competitors. Founded in 1991 and based in Redwood City, California, Agiloft offers a no-code platform that supports rapid deployment and customization. Its key products include a service desk suite, contract management tools, and workflow and project management solutions. The company's contract and commerce lifecycle management software utilizes artificial intelligence to enhance contract management for various sectors, including healthcare, finance, and manufacturing. Agiloft serves a diverse clientele globally through its sales teams across multiple continents and has formed strategic partnerships with several technology firms. In addition to software solutions, Agiloft provides hosted services, implementation, training, and ongoing support to ensure customer success.
Derivative Path, Inc. is a provider of a cloud-based trading platform focused on foreign exchange and interest rate derivatives. Established in 2013 and headquartered in Walnut Creek, California, with additional offices in New York and Chicago, the company offers a comprehensive solution named DerivativeEDGE. This platform facilitates the execution and management of over-the-counter derivative transactions for financial institutions, buy-side clients, and commercial end-users. DerivativeEDGE integrates front-, mid-, and back-office functionalities into a single system, addressing inefficiencies associated with using multiple platforms. It features automated hedge accounting compliant with the latest regulations, real-time market data, and tools for managing compliance with Dodd-Frank requirements. The technology aims to streamline the trading and servicing processes, enabling users to effectively manage their derivative activities while ensuring robust oversight and control.
Bought By Many is the multi-award-winning pet insurance provider that is disrupting insurance distribution. They do this by analysing anonymised internet search data and customer research to identify unmet consumer needs for insurance. Key company milestones are as follows: o 2012: Launched boughtbymany.com. Completed seed funding round. o 2013: Named Insurance Website of the Year. o 2014: Identified by Boston Consulting Group & Morgan Stanley as the global exemplar of innovation in insurance distribution. Awarded Best Use of Mobile Technology at the Digital Insurance Awards. o 2015: Surpassed 100,000 members. Launched SaaS platform in China in partnership with Ping An Insurance. Completed second funding round. Became directly regulated by the FCA. Acquired Brooks Braithwaite (Sussex) Ltd - the UK’s leading provider of insurance for exotic pets and pet businesses. Named Fintech Innovation of the Year & Insurance Start Up of the Year. o 2016: Innovation in Insurance Award at the Fintech Innovation Awards. Named in the FinTech 50. Signed long-term insurance agreement with Munich Re. Completed Series A funding round. o 2017: Launched Bought By Many-branded cat and dog insurance product range. o 2019: Named most trusted pet insurance provider at the 2019 Moneywise Customer Service Awards. Launched Bought By Many cat and dog insurance in Sweden. o 2020: Covers more than 200,000 pets in the UK. They have an exceptional team of 150, based across sites in Farringdon, Central London; Haywards Heath, Sussex; Birmingham; and Sweden. They're always interested to hear from people who'd like to learn about career opportunities at Bought By Many, and they're currently recruiting for web development, business analysis, & project management roles.
Private Equity Round in 2020
Docupace Technologies, Inc. is a technology company that provides document management and workflow solutions primarily for the financial services sector. Its flagship product, the Docupace Platform, is a secure, cloud-based system designed to help wealth management firms streamline operations by digitizing data and automating critical workflows such as client onboarding, document management, and advisor transitions. The platform includes features like ePACS, which connects various systems and data, and modules for document capture and processing. Additionally, Docupace offers services that ensure compliance with SEC and FINRA regulations. The company serves a diverse range of industries, including insurance, real estate, and the public sector, and has established strategic partnerships to enhance its offerings. Founded in 2002 and headquartered in Los Angeles, California, Docupace also has locations in Maryland, Iowa, and Nevada.
Viking Cloud specializes in cybersecurity and compliance services tailored primarily for the restaurant, food service, and retail sectors. The company focuses on helping organizations of various sizes identify risks and maintain compliance with industry standards. By providing real-time insights into an organization's cyber risk landscape and compliance status, Viking Cloud enables its clients to effectively address security challenges. With over two decades of experience, the company leverages expert engineering and consulting teams to deliver comprehensive solutions that enhance security and foster compliance, ultimately supporting clients in building trust with their customers and reducing risk exposure.
Private Equity Round in 2020
Centaur Fund Services Limited is an independent fund administration firm established in 2009 and based in Dublin, Ireland, with additional offices in London, New York, and Maynooth. The company specializes in providing a wide array of services to hedge funds, private equity and real estate funds, family offices, and insurance-linked securities funds. Its offerings include independent NAV calculations, external valuations, asset verification, and regulatory reporting and compliance services. Centaur also supports investors with documentation processing, investor communications, and anti-money laundering measures. With a team of highly qualified professionals in accountancy and law, Centaur is dedicated to delivering tailored solutions to its clients, utilizing advanced technology and a client-focused approach to meet the diverse needs of the global hedge fund marketplace.
Private Equity Round in 2020
Centaur Fund Services Limited is an independent fund administration firm established in 2009 and based in Dublin, Ireland, with additional offices in London, New York, and Maynooth. The company specializes in providing a wide array of services to hedge funds, private equity and real estate funds, family offices, and insurance-linked securities funds. Its offerings include independent NAV calculations, external valuations, asset verification, and regulatory reporting and compliance services. Centaur also supports investors with documentation processing, investor communications, and anti-money laundering measures. With a team of highly qualified professionals in accountancy and law, Centaur is dedicated to delivering tailored solutions to its clients, utilizing advanced technology and a client-focused approach to meet the diverse needs of the global hedge fund marketplace.
Liberis Limited is a financial services provider based in London, United Kingdom, specializing in cash advances and loans for small and medium enterprises. Founded in 2007, the company aims to enhance access to finance for small businesses by offering tailored financial solutions. Through its embedded finance platform, Liberis provides alternative financing options that support business growth and foster valuable relationships between partners and small business customers. Since its inception, Liberis has assisted over 10,000 small businesses globally, facilitating more than £300 million in funding and contributing to the support of approximately 82,000 jobs.
Private Equity Round in 2020
Security Compass Ltd, founded in 2005 and headquartered in Toronto, Canada, specializes in web security software and offers professional services and training focused on information security. The firm is recognized for its extensive experience across various industries, positioning itself as a trusted partner for organizations seeking to develop secure software. By emphasizing a collaborative approach, Security Compass aims to enhance the security posture of its clients, ensuring they are equipped to navigate the complexities of today's digital landscape.
CloudFactory Limited provides a cloud-based workforce solution that focuses on automating business processes involving large volumes of data entry, collection, and processing. Founded in 2010 and headquartered in Durham, North Carolina, with an additional office in Reading, United Kingdom, the company offers services such as machine learning, document transcription, and data enrichment under the WorkStream brand. The work is organized into microtasks that are executed by a global, on-demand workforce, allowing for efficient task completion along virtual assembly lines. As a social enterprise, CloudFactory aims to connect one million individuals in developing countries to basic computer work, empowering them to become leaders in their communities and combat poverty. The company first introduced its beta version at TechCrunch Disrupt in San Francisco in September 2011.
EBANX Ltda. is an integrated financial services company based in Curitiba, Brazil, founded in February 2012. It specializes in providing end-to-end payment solutions for e-commerce, facilitating various payment methods including voucher payments, online alternative payments, and acceptance of both domestic and international cards. EBANX aims to support international businesses in expanding their reach in Latin America by offering a localized payments experience that caters to the preferences of regional customers. Over the years, the company has received several accolades, including the EY Entrepreneur of the Year Award and the Best International CNP Program Award.
Centercode, Inc., founded in 2001 and based in Laguna Hills, California, specializes in developing beta test management solutions and customer validation software tailored for hardware and software companies. The company provides a comprehensive platform that facilitates Alpha, Beta, and Delta testing, enabling organizations to build high-quality products through effective customer testing programs. Centercode's offerings include Centercode Connect, a software solution designed for managing various testing initiatives, as well as services for recruiting and managing testers, conducting tests, and analyzing results. By providing a secure online portal for coordinated beta programs, Centercode supports businesses in launching successful products with confidence.
OpenSesame is an e-learning company that provides online training courses for businesses and employees. It features an online-based application platform that specializes in technology, healthcare, and business training that helps companies, businesses, and institutions to improve their workforce and acquire new skills.
The company was founded in 2011 and headquartered in Portland, Oregon.
Private Equity Round in 2019
Tango Card, Inc. develops a digital rewards platform aimed at enterprise customers, offering solutions for sending e-gift cards, prepaid cards, and facilitating non-profit donations. Founded in 2009 and based in Seattle, Washington, with an engineering office in Boise, Idaho, the company provides a range of services designed to enhance customer engagement and employee retention. Its offerings include a rewards delivery platform that supports the integration of gift cards and digital goods, as well as a self-serve portal known as Rewards Genius™ for managing rewards. The platform also features a rewards as a service (RaaS) API, allowing businesses to seamlessly incorporate digital rewards into their applications. Tango Card's technology is utilized globally by organizations for various purposes, including consumer loyalty programs, sales incentives, and employee recognition, with a focus on delivering desirable rewards quickly to maximize impact and drive business results.
Egress Software Technologies Ltd. specializes in cloud-based email and file encryption solutions aimed at securely sharing confidential information across various sectors, including public services, healthcare, education, and financial services. Founded in 2007 and headquartered in London, the company offers a range of products such as desktop, mobile, and gateway encryption, as well as secure web forms. Its human-layer security platform employs advanced contextual machine learning and encryption technologies to prevent data breaches, providing organizations with tools to manage unstructured data effectively. Egress aims to enhance email security, ensuring compliance with regulatory standards and improving productivity for small, mid-sized, and enterprise-level organizations. With offices in London, Sheffield, Boston, and Toronto, Egress serves a global clientele, including individual users and large commercial entities.
Private Equity Round in 2018
Vagaro, Inc. is a cloud-based business management platform designed for the salon, spa, and fitness industries. Established in 2009 and based in California, Vagaro offers an integrated payment system and a suite of tools that enable salon owners to manage their bookkeeping, payroll, inventory, and client databases efficiently. The platform allows users to find local salons and spas, make online appointments, and access information on promotions, hairstyles, and stylists. Additionally, Vagaro provides services such as online bookings, mass email marketing tools, and customizable web pages that showcase salons and their offerings. By focusing on digital-first productivity, Vagaro streamlines business operations, making it a valuable resource for both service providers and clients.
Private Equity Round in 2018
Rapid Ratings International, Inc. specializes in assessing the financial health of public and private companies, offering insights that help businesses manage risk and optimize relationships with suppliers, vendors, and other third-party partners. The company provides Financial Health Ratings (FHR), which predict a company's financial strength, operating efficiency, and likelihood of default over the next 12 to 18 months. This foresight allows clients to proactively mitigate risks and seize opportunities. Rapid Ratings serves various sectors, including supply chain management, corporate credit risk management, institutional investment, and insurance underwriting. Founded in 2001 and headquartered in New York, the company operates as a subsidiary of Howland Partners LLC. Its comprehensive analytics system enhances transparency and productivity in business relationships worldwide.
Private Equity Round in 2018
Strata Fund Solutions, LLC is an administration and consulting services firm based in Salt Lake City, Utah, founded in 2008. The company specializes in providing a range of services tailored to the needs of the traditional and alternative investments industry, including fund administration, shadow administration, alternative data management, tax services, and management company support. Strata Fund Solutions caters to a diverse clientele, which includes fund managers, wealth advisors, family offices, and foundations, enabling them to streamline their middle- and back-office operations. The firm's expertise encompasses hedge fund and private equity fund management, ensuring high-quality support and critical services for its clients.
Cloudify Platform Ltd. offers open-source software for cloud application and network function virtualization (NFV) orchestration and management. The company's platform automates the application lifecycle from deployment to scaling, enhancing the velocity and reliability of software deployment in cloud-native environments. It provides universal orchestration capabilities that enable service providers and enterprises to automate and manage their network and application services across core locations, branches, and multi-access edge devices. Cloudify's intent-based orchestration platform simplifies end-to-end network automation, allowing for the management of distributed containers and network elements under a unified automation scheme. Its TOSCA-based technology promotes flexibility, mitigates vendor lock-in, and reduces costs and time for businesses in sectors such as telecommunications, financial services, and healthcare. Founded in 2016, Cloudify is headquartered in Herzliya, Israel, with additional offices in the United States and Europe.
Private Equity Round in 2018
A-LIGN is a cybersecurity and compliance solutions provider based in Tampa, Florida, founded in 2009. The company specializes in assisting businesses across various industries in managing their audit and security assessment needs to mitigate cyber threats and reduce risk. A-LIGN offers a range of services, including cybersecurity audits, compliance assessments, cyber risk advisory, and privacy testing. By leveraging the expertise of its leadership team, which comprises former "Big 4" executives, A-LIGN aims to streamline the security and compliance process, ensuring effective communication and responsiveness throughout the audit lifecycle. This approach enables organizations to assure their customers that sensitive data is protected and that their operations are conducted with integrity.
Sunlight Financial LLC is a technology-driven financing company that provides homeowners and contractors in the United States with solutions for home improvement projects, particularly the installation of residential solar systems. Founded in 2014 and based in New York, the company offers point-of-sale financing that simplifies the purchasing process for various home improvements, including roofing, HVAC, energy efficiency upgrades, and more. By partnering with contractors, Sunlight Financial enables access to affordable loans with straightforward approval and funding processes. The company's operations are supported by its technology and credit expertise, which enhance the overall consumer financing experience. Sunlight Financial generates revenue through platform fees on loans facilitated and through management fees for servicing its loan portfolio.
Private Equity Round in 2018
Tango Card, Inc. develops a digital rewards platform aimed at enterprise customers, offering solutions for sending e-gift cards, prepaid cards, and facilitating non-profit donations. Founded in 2009 and based in Seattle, Washington, with an engineering office in Boise, Idaho, the company provides a range of services designed to enhance customer engagement and employee retention. Its offerings include a rewards delivery platform that supports the integration of gift cards and digital goods, as well as a self-serve portal known as Rewards Genius™ for managing rewards. The platform also features a rewards as a service (RaaS) API, allowing businesses to seamlessly incorporate digital rewards into their applications. Tango Card's technology is utilized globally by organizations for various purposes, including consumer loyalty programs, sales incentives, and employee recognition, with a focus on delivering desirable rewards quickly to maximize impact and drive business results.
Sitehands, Inc. is a provider of technical field services focused on managing comprehensive service outcomes for enterprise clients. The company specializes in infrastructure break/fix services, workstation management, IT project roll-outs, and asset management, which includes inventory and documentation. Additionally, Sitehands offers audio-visual support and facilities management services that encompass surveys and issue identification. Founded in 2016 and based in Charlotte, North Carolina, Sitehands utilizes an on-demand technology platform designed to connect customers and technicians efficiently, facilitating hands-on IT work across various locations. However, the company faced financial challenges and filed for voluntary liquidation under Chapter 7 in December 2020.
EBANX Ltda. is an integrated financial services company based in Curitiba, Brazil, founded in February 2012. It specializes in providing end-to-end payment solutions for e-commerce, facilitating various payment methods including voucher payments, online alternative payments, and acceptance of both domestic and international cards. EBANX aims to support international businesses in expanding their reach in Latin America by offering a localized payments experience that caters to the preferences of regional customers. Over the years, the company has received several accolades, including the EY Entrepreneur of the Year Award and the Best International CNP Program Award.
MarketsandMarkets Research Private Ltd. is a global market research and consulting firm based in Pune, India, founded in 2010. The company specializes in providing comprehensive research across various sectors, including pharmaceuticals, energy, biotechnology, food and beverage, chemicals, medical devices, advanced materials, and more. It produces approximately 120 detailed reports annually, each featuring extensive market data, segmentation, and competitive landscape analysis. These reports include in-depth information on technologies, services, applications, and key industry participants, supported by insights from over 22,000 news sources and a database of industry stakeholders. MarketsandMarkets also offers custom research services, epidemiological analysis, and competitive intelligence, which assist businesses in making informed decisions based on robust market intelligence. The analysts at MarketsandMarkets draw on their expertise and relationships with over 900 market research firms to deliver well-rounded insights tailored to niche markets.
ID.me, Inc. provides a secure identity verification platform that offers identity proofing, authentication, and group affiliation verification solutions for government and various businesses. Founded in 2010 and based in McLean, Virginia, the company enables consumers to verify their identities online, in-person, or through virtual means. Its services include Identity Gateway, which integrates multiple third-party identity providers; Multi-Factor Authentication; Document Verification utilizing machine vision and AI; and Compliance Monitor to ensure regulatory adherence. Additionally, ID.me offers Group Verification to authenticate group affiliations, enabling discounts for targeted segments such as military personnel and students. The platform serves diverse sectors, including public services, healthcare, financial services, retail, and travel, facilitating secure interactions between individuals and organizations. ID.me has gained recognition for its contributions to digital identity solutions, having received a grant from the U.S. Department of Commerce and accolades from various publications.
Private Equity Round in 2017
Enfusion is a provider of cloud-based portfolio management and risk system, as well as middle and back-office services. Enfusion believes that clients are the cornerstone of our business. The company provides exceptional client service, best-in-class software, and outsourced fund services. Enfusion aims to be an extension of our clients’ operational teams, not just another software vendor.
Private Equity Round in 2017
At the core of HCS is their belief that more individuals should have access to quality-of-life procedures – it’s what motivated the HCS founders to transition from jobs in banking to careers in healthcare financing. It’s also why we specialize in only healthcare financing and are committed to devising new ways for patients to receive care. Simply put, they are driven to invent smart, simple solutions that not only make healthcare financing more affordable, but also deliver a seamless customer experience. They recognize and empathize with the barriers to care that impact providers and patients daily. It is this fact that impassions us to embrace the bold ideas of many, both internally and externally, to deliver creative financing solutions. Ownership of the end-to-end lending process gives us the freedom to implement immediate change. They are invested in the future of the industry and therefore, feel it is imperative to adapt to the needs of their customers – doctors, office managers, schedulers and patients alike. Their team is accessible, knowledgeable and prepared to listen. From practices delivering more care to patients successfully managing their health, they take pride in empowering and equipping their customers to take charge of both their physical and financial well-being.
Private Equity Round in 2017
Neon One, LLC is a software developer based in Chicago, Illinois, established in 2004, that focuses on meeting the technology needs of nonprofit organizations. The company offers a comprehensive ecosystem of cloud-based software and services designed to support nonprofits at every stage of their growth. Its technology connects organizations with essential resources and tools, addressing a wide array of operational requirements. This includes capabilities for marketing, revenue generation, program management, and financial reconciliation, enabling nonprofits to enhance their missions and foster a community of generosity.
Nitrogen is a company that specializes in risk management solutions for the investment advisory industry. Founded in 2011 and headquartered in Auburn, California, with additional offices in Georgia, Nitrogen has developed a platform that allows investment advisors to quantitatively measure client risk tolerance. This platform helps advisors construct portfolios that align with individual investor expectations and risk profiles, enhancing the advisory process. Nitrogen's offerings facilitate risk alignment, compliance, and suitability, enabling advisors to attract new clients and effectively meet their investment needs. The company collaborates with various financial professionals, including registered investment advisors, independent broker-dealers, and asset managers, to improve investment strategies and outcomes for clients.
Private Equity Round in 2016
ReliaQuest provides a SaaS security platform designed to minimize data loss and business disruptions. Its GreyMatter platform delivers visibility across SIEM, EDR, and multi-cloud environments to speed detection and response while maturing security investments to deliver security confidence. The company was founded in 2007 and is headquartered in Tampa, Florida.
Private Equity Round in 2016
Edgewater Markets is the industry leader in electronic foreign exchange aggregation and distribution to global institutional clients. Edgewater has developed and continues to advance its price engines and aggregation tools, in addition to utilizing leading technology solutions in the market. Edgewater's global footprint helps to ensure total access to FX markets throughout the world -- thus providing clients with optimal, efficient and low cost FX electronic execution.
Private Equity Round in 2016
VPay, Inc. is a provider of electronic payment processing services, specializing in business-to-business solutions for sectors such as healthcare, automotive, insurance, and warranty. Founded in 2008 and headquartered in Plano, Texas, the company offers a range of services, including merchant services and a virtual card system known as VCard. This platform facilitates secure and efficient payment processing and fund transfers, significantly reducing the reliance on checks. VPay's technology streamlines the reconciliation process, minimizes processing and management costs, and enables clients to achieve notable revenue returns. The company serves a diverse client base, including over 650,000 healthcare providers and 100,000 auto repair facilities, utilizing patented technology to manage billions of dollars in payments across various industries.
Private Equity Round in 2016
StoneEagle Services is part of a set of companies based in Richardson, TX, just north of Dallas, originally founded in 1987. StoneEagle Insurance Systems, the original firm, sold enterprise-wide insurance software for businesses and over the years expanded its services with Web-enabled applications as the Internet became more widely used. The company’s “VPay” product was developed about a decade ago.
Private Equity Round in 2016
True Potential operates an integrated investment and wealth management platform that caters to both financial advisers and retail clients in the UK. The firm provides a range of services including wealth management, administration, compliance, and advisory support. Its technology platform simplifies the investment process by offering goal-based tools for creating customized investment plans, alongside comprehensive capabilities that enhance client onboarding, fee reconciliation, client servicing, and access through a client portal. By facilitating these services, True Potential empowers financial advisers and their clients to manage their finances more effectively and mitigate financial risks.
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications, catering to developers and quality assurance teams. The company offers the Continuous Quality Lab, which facilitates the building, testing, optimization, and monitoring of mobile application usability and performance. Additionally, Perfecto Mobile provides DevTunnel for debugging mobile and web applications, as well as remote browser and mobile device testing solutions that include manual testing on real devices and cross-browser testing. Its enterprise-grade security solutions address data protection, biometric access, and compliance needs. The company also offers professional services, such as automated test case generation and technical support for various testing frameworks. Perfecto Mobile serves a global clientele, including Fortune 500 companies across banking, insurance, retail, telecommunications, and media sectors. Established in 2006 and headquartered in Minneapolis, Minnesota, with additional offices in Israel, the United Kingdom, and Germany, Perfecto Mobile operates multiple data centers in the U.S., Canada, and the U.K.
InvestCloud, headquartered in Los Angeles, offers a digital financial services platform that enhances investment management for a diverse range of clients including wealth managers, institutional investors, and banks. The platform supports over $1.7 trillion in assets across 670 institutional customers by providing integrated solutions that improve decision-making and streamline financial planning. InvestCloud’s offerings include client communication tools, client management systems, digital warehousing, data analytics, and accounting services. These features are designed to be rapidly deployable and highly modular, allowing users to tailor the platform to their specific needs. By facilitating better investment strategies and operational efficiency, InvestCloud empowers its clients to maximize returns and optimize their investment processes.
CashStar, Inc. is a provider of a cloud-based digital gifting platform that facilitates prepaid commerce solutions for retailers. The platform includes various services such as CashStar Consumer, which allows users to personalize gift cards, and CashStar Marketing, designed for managing promotional campaigns across multiple channels. Additionally, CashStar offers business solutions for B2B gift card transactions, enhances customer service with digital gift card solutions, and provides administration tools for reporting and asset management. The CashStar Cloud Platform supports application services, transaction processing, and multi-currency operations, while the company also delivers risk management and customer care services. Its clientele spans multiple sectors, including electronics, dining, and retail, with notable clients such as Starbucks and Walmart. CashStar was incorporated in 2002 and is headquartered in Portland, Maine, with a satellite office in Waltham. As of 2017, it operates as a subsidiary of Blackhawk Network, Inc.
LiveIntent is a marketing technology platform that specializes in enhancing email as a powerful tool for identity resolution and targeted marketing. Serving over 2,000 brands and publishers worldwide, LiveIntent transforms traditional email communication into a robust mechanism for customer engagement and revenue generation in a mobile-first environment. The platform creates a private customer graph that supports various marketing objectives, including acquisition and attribution. Headquartered in New York City, LiveIntent has additional offices in cities such as Berlin, Chicago, and Los Angeles, employing around 170 people. Its full-service email advertising solutions cater to the needs of both marketers and publishers, positioning the company as a leader in the email marketing landscape.
Centro is a provider of enterprise-class software for digital advertising organizations. Its technology platform, Basis, is the first of its kind SaaS advertising solution unifying programmatic and direct media buying, along with workflow automation, cross-channel campaign planning, universal reporting and business intelligence. It boosts media team and business performance by enabling advertisers to plan, buy and analyze real-time bidding (RTB), direct, search and social campaigns in a single platform. Headquartered in Chicago with 40 offices in North America, Centro has received numerous accolades for its commitment to employees and workplace culture.
WePay, Inc. specializes in providing integrated payment solutions tailored for online platforms that facilitate transactions between users. Founded in 2008 and headquartered in Redwood City, California, with an additional office in Providence, Rhode Island, the company offers a comprehensive suite of services including merchant onboarding, payment processing, payouts, and risk management. WePay's solutions are designed to support a variety of platforms, including Software-as-a-Service businesses and crowdfunding sites, and include features for mobile payment options. The company also ensures compliance with regulatory standards and provides customer support integration, all at no additional cost. As a subsidiary of JPMorgan Chase & Co., WePay plays a significant role in the platform economy, enabling businesses to maintain trust and safety while managing transactions effectively.
Clearent is a credit card processing company that provides payment processing services to financial institutions, ISOs and agents, developers, and merchants. It offers credit card, next-day funding, terminal, mobile phone, virtual terminal, and benefit services. The company helps its customers increase their merchant portfolios and profits. Founded in 2005, Clearent is based in Clayton, Michigan, United States.
Swan Global Investments, founded in 1997 and headquartered in Durango, Colorado, is an investment management firm that specializes in providing innovative financial services to individuals, institutions, and advisors. The firm offers a Defined Risk Strategy, which is an absolute-return, market-neutral investment approach aimed at protecting assets during market downturns, generating income in various market conditions, and maximizing gains in bull markets. Swan Global Investments employs a combination of risk strategies and options techniques to hedge market exposure and create market-neutral income for its clients. In addition to its Colorado headquarters, the firm has offices in Puerto Rico and Tampa, Florida.
Rio SEO, Inc. is a company that specializes in local search engine optimization (SEO) automation software solutions. Founded in 2006 and based in San Diego, California, Rio SEO provides tools that connect consumers with local retailers and brands. Its offerings include a Local Listings solution for managing and automating map listings across various search engines, a Local Reporting solution that delivers insights into rankings and customer behavior, and Local Pages that optimize location finders for users. Additionally, the company offers marketing tools that empower franchise owners and local managers, as well as Local Social, which centralizes social media management across multiple channels. Rio SEO serves a diverse range of industries, including retail, automotive, hospitality, healthcare, and financial services, helping enterprises enhance local visibility and drive revenue through effective search marketing strategies. The company operates as a subsidiary of Dentsu Aegis Network Ltd.
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications, catering to developers and quality assurance teams. The company offers the Continuous Quality Lab, which facilitates the building, testing, optimization, and monitoring of mobile application usability and performance. Additionally, Perfecto Mobile provides DevTunnel for debugging mobile and web applications, as well as remote browser and mobile device testing solutions that include manual testing on real devices and cross-browser testing. Its enterprise-grade security solutions address data protection, biometric access, and compliance needs. The company also offers professional services, such as automated test case generation and technical support for various testing frameworks. Perfecto Mobile serves a global clientele, including Fortune 500 companies across banking, insurance, retail, telecommunications, and media sectors. Established in 2006 and headquartered in Minneapolis, Minnesota, with additional offices in Israel, the United Kingdom, and Germany, Perfecto Mobile operates multiple data centers in the U.S., Canada, and the U.K.
Private Equity Round in 2013
WorldFirst is a provider of foreign exchange and international payment services, catering to businesses and individuals with a focus on the growing demands of cross-border transactions. The company serves various sectors, including hedge funds and exporters, by facilitating the opening of receiving accounts for local currency payments and offering forward contracts to secure exchange rates for future transactions. Additionally, WorldFirst assists online sellers in managing payments across multiple international marketplaces and enables payments to overseas suppliers. With a proprietary technology platform, the company automates and streamlines transactions, allowing clients to benefit from competitive rates and expedited processing. While WorldFirst charges fees for same currency transactions, most of its services are provided without additional costs.
Private Equity Round in 2013
Credorax, Inc. specializes in payment processing services for payment service providers, independent sales organizations, and online retailers. Founded in 2007 and headquartered in Southborough, Massachusetts, with additional offices in Malta, the United Kingdom, Japan, and Israel, the company offers a comprehensive range of services under its NextGen technology platform. This platform encompasses smart acquiring and payment processing capabilities, enabling online businesses to grow effectively. Credorax's services include currency settlement, online security, data management, and customer support. The company is recognized for delivering a superior customer experience characterized by seamless integration, competitive rates, high transaction approval rates, and various value-added services tailored to meet the needs of online merchants worldwide.
Cedar Capital is a provider of asset management and financial advisory services, primarily serving asset managers and other participants in the finance industry. The company specializes in delivering a variety of tactical investment strategies and portfolio solutions that cater to diverse client preferences and risk profiles. Through its strong sales distribution and operational capabilities, Cedar Capital offers a comprehensive range of unique investment strategies, ensuring clients have access to multiple and diversified options. The firm is disciplined in selecting high-quality asset managers that align with its core values, positioning itself as a trusted partner in the financial services landscape.
Private Equity Round in 2013
MarketShare is an advanced analytics software and consulting company that specializes in helping businesses enhance their growth by identifying effective strategies. Founded in 2005 and headquartered in Los Angeles, California, MarketShare has partnered with numerous Fortune 100 companies, demonstrating its impact on large-scale operations. The company's flagship product, the MarketShare DecisionCloud platform, integrates technology, data, modeling, and business intelligence to optimize decision-making processes. Additionally, MarketShare offers Compass, a resource allocation optimizer that enables marketers to simulate and evaluate various scenarios. The company serves a diverse clientele, including small and medium-sized businesses, media companies, and marketing agencies, with offices located in major cities around the world, including San Francisco, New York, London, Tokyo, and Bangalore.
Empyrean is an advanced HR services company dedicated to the administration of employee benefits for large and small corporations. Since the development of its exclusive Web portal providing the ultimate platform for flexibility, scalability and simplicity, they provide a fully custom .NET structure that reduces infrastructure while enhancing greater efficiency from a single database.
Private Equity Round in 2013
eBaoTech Corporation is a digital solution provider for the global insurance industry, headquartered in Shanghai, China. Established in 2000, the company offers a range of software solutions and services to over 200 insurance carriers and various stakeholders, including agents and brokers, across more than 30 countries. eBaoTech's product offerings include the GeneralSystem Suite and LifeSystem Suite, which cater to non-life and life insurance products, respectively. These suites encompass a variety of solutions for personal, commercial, and group insurance needs, addressing areas such as underwriting, policy administration, claims management, and multi-distribution channels. The company's eBao Cloud serves as an insurance middleware platform, facilitating lifecycle insurance distribution and policy processing. Additionally, eBaoTech provides implementation and maintenance support services to enhance operational efficiency for its clients.
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications, catering to developers and quality assurance teams. The company offers the Continuous Quality Lab, which facilitates the building, testing, optimization, and monitoring of mobile application usability and performance. Additionally, Perfecto Mobile provides DevTunnel for debugging mobile and web applications, as well as remote browser and mobile device testing solutions that include manual testing on real devices and cross-browser testing. Its enterprise-grade security solutions address data protection, biometric access, and compliance needs. The company also offers professional services, such as automated test case generation and technical support for various testing frameworks. Perfecto Mobile serves a global clientele, including Fortune 500 companies across banking, insurance, retail, telecommunications, and media sectors. Established in 2006 and headquartered in Minneapolis, Minnesota, with additional offices in Israel, the United Kingdom, and Germany, Perfecto Mobile operates multiple data centers in the U.S., Canada, and the U.K.
CashStar, Inc. is a provider of a cloud-based digital gifting platform that facilitates prepaid commerce solutions for retailers. The platform includes various services such as CashStar Consumer, which allows users to personalize gift cards, and CashStar Marketing, designed for managing promotional campaigns across multiple channels. Additionally, CashStar offers business solutions for B2B gift card transactions, enhances customer service with digital gift card solutions, and provides administration tools for reporting and asset management. The CashStar Cloud Platform supports application services, transaction processing, and multi-currency operations, while the company also delivers risk management and customer care services. Its clientele spans multiple sectors, including electronics, dining, and retail, with notable clients such as Starbucks and Walmart. CashStar was incorporated in 2002 and is headquartered in Portland, Maine, with a satellite office in Waltham. As of 2017, it operates as a subsidiary of Blackhawk Network, Inc.
Shoutlet, Inc. is an enterprise social marketing platform that enables brands to build and strengthen customer relationships through a comprehensive suite of tools. Founded in 2004 and based in Madison, Wisconsin, with additional offices in Atlanta and London, Shoutlet offers solutions for content creation, social media engagement, and customer relationship management. Its platform includes features for social listening, analytics, and community management, allowing brands to track conversations, manage campaigns, and measure performance across various social media channels such as Facebook, Twitter, and LinkedIn. With a focus on integrating social data into business strategies, Shoutlet provides tools for social advertising, workflow management, and contest execution. The company's software-as-a-service model ensures flexibility and control for its clients, supported by a dedicated account team to facilitate successful social media campaigns. Shoutlet operates as a subsidiary of Spredfast, Inc. and continues to cater to large enterprises seeking to optimize their social marketing efforts.
Utopia, Inc. is a global provider of Enterprise Data Lifecycle Management solutions, specializing in strategy consulting services that encompass data governance, data quality, data migration, and master data management. Founded in 2003 and headquartered in Mundelein, Illinois, Utopia serves a diverse range of industries, including oil and gas, manufacturing, retail, telecommunications, and consumer packaged goods. The company offers a suite of services such as strategic roadmap development, systems integration, and data archival, tailored to enhance the management and governance of data across various sectors. Utopia also provides specialized software solutions, including tools for enterprise asset management and intelligent data capture, facilitating efficient data management practices. With a global presence that includes offices in North America, Europe, the Middle East, Asia Pacific, and Latin America, Utopia is committed to delivering significant cost savings and improvements to help organizations leverage their data effectively.
Private Equity Round in 2012
Aspire Financial Services, LLC is a provider of web-based solutions for the retirement plan industry, specializing in recordkeeping and communication services tailored for institutions, third-party administrators, registered investment advisors, certified public accountants, and brokers. Founded in 2002 and based in St. Petersburg, Florida, with additional offices in Tampa and Denver, the company aims to enhance retirement plan management through innovative technology and business process outsourcing. Aspire prioritizes transparency in pricing and offers customizable solutions to meet the diverse needs of its clients, facilitating conflict-free investment choices that help stakeholders make informed and cost-effective decisions. As of 2019, Aspire Financial Services operates as a subsidiary of PCS Retirement, LLC.
Private Equity Round in 2012
Catalyst Repository Systems specializes in litigation support software and hosted document repositories, catering to the needs of legal professionals and organizations involved in regulatory compliance and document-intensive matters. The company offers the Catalyst CR platform, which facilitates search, review, and analytics for litigation support, alongside Catalyst XE, a central repository for case files, insurance claims, and financial transactions. In addition to its software solutions, Catalyst provides consulting services to develop and implement effective search and review strategies, including multi-language processing and managed review services. Founded in 1998 and based in Denver, Colorado, Catalyst Repository Systems also operates offices in Hong Kong and several major U.S. cities, along with a development center in Bangalore, India. The company, originally known as CaseShare Systems until its rebranding in 2006, focuses on improving efficiency and cost-effectiveness for its clients throughout the litigation lifecycle.
Globant is an IT services company that specializes in digital transformation, helping clients develop customized software solutions. Established in 2003 in Argentina and now headquartered in Luxembourg, Globant has a workforce of over 6,300 professionals across 12 countries. The company focuses on creating meaningful digital experiences that enhance user engagement through personalized, context-aware interactions. Its client portfolio includes major brands such as Google, LinkedIn, and Coca-Cola, with a significant concentration in the media, entertainment, and financial services sectors. Globant has received recognition for its innovative approaches, including features in notable business case studies at prestigious institutions like Harvard and MIT, and accolades from industry analysts for its leadership in digital strategy consulting.
CashStar, Inc. is a provider of a cloud-based digital gifting platform that facilitates prepaid commerce solutions for retailers. The platform includes various services such as CashStar Consumer, which allows users to personalize gift cards, and CashStar Marketing, designed for managing promotional campaigns across multiple channels. Additionally, CashStar offers business solutions for B2B gift card transactions, enhances customer service with digital gift card solutions, and provides administration tools for reporting and asset management. The CashStar Cloud Platform supports application services, transaction processing, and multi-currency operations, while the company also delivers risk management and customer care services. Its clientele spans multiple sectors, including electronics, dining, and retail, with notable clients such as Starbucks and Walmart. CashStar was incorporated in 2002 and is headquartered in Portland, Maine, with a satellite office in Waltham. As of 2017, it operates as a subsidiary of Blackhawk Network, Inc.
Apex Fund Services, established in Bermuda in 2003, is one of the world’s largest specialist fund administration and middle office solutions providers. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain; from information delivery and regulatory products to capital introduction services. The globally distributed service model is delivered by over 720 staff, across 35 offices and with assets under administration of $80bn Apex now administers the investments of some of the largest funds and institutional investors in the world. Apex provides the full suite of products and services, including fund set up, portfolio valuations, fund accounting, shareholder services, corporate secretarial administration, directorships and listing sponsorship. Apex offers a number of platforms including, Bermuda Emerging Manager platform (for small or start up funds), Luxembourg SIF platform, Luxembourg UCITS platform, Luxembourg Shariah platform (fully Shariah compliant) and the Malta PIF platform.
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications, catering to developers and quality assurance teams. The company offers the Continuous Quality Lab, which facilitates the building, testing, optimization, and monitoring of mobile application usability and performance. Additionally, Perfecto Mobile provides DevTunnel for debugging mobile and web applications, as well as remote browser and mobile device testing solutions that include manual testing on real devices and cross-browser testing. Its enterprise-grade security solutions address data protection, biometric access, and compliance needs. The company also offers professional services, such as automated test case generation and technical support for various testing frameworks. Perfecto Mobile serves a global clientele, including Fortune 500 companies across banking, insurance, retail, telecommunications, and media sectors. Established in 2006 and headquartered in Minneapolis, Minnesota, with additional offices in Israel, the United Kingdom, and Germany, Perfecto Mobile operates multiple data centers in the U.S., Canada, and the U.K.
Centro is a provider of enterprise-class software for digital advertising organizations. Its technology platform, Basis, is the first of its kind SaaS advertising solution unifying programmatic and direct media buying, along with workflow automation, cross-channel campaign planning, universal reporting and business intelligence. It boosts media team and business performance by enabling advertisers to plan, buy and analyze real-time bidding (RTB), direct, search and social campaigns in a single platform. Headquartered in Chicago with 40 offices in North America, Centro has received numerous accolades for its commitment to employees and workplace culture.
Vindicia offers comprehensive subscription management solutions that help businesses acquire and retain more customers. Providing much more than just a billing and payments system, the company’s SaaS-based subscription management platform combines big data analysis, strategic consulting and proprietary retention technology. Vindicia provides its clients with more recurring revenue, more customer data, better insights, and greater value throughout the entire subscriber lifecycle.
SenSage offers patented event data warehouse solutions that provide actionable results from massive amounts of log and event data. More than 400 customers have deployed SenSage solutions to reduce security, fraud and compliance risks at a fraction of the cost of traditional data warehouses and log management solutions.
CardConnect, formerly known as Financial Transaction Services, is a full-service provider of electronic transaction processing services. The company specializes in developing a payment gateway platform that facilitates secure and efficient payment processing for various sectors, including retail, restaurants, convenience stores, hotels, and small-to-midsize businesses. Its platform features a reporting and transaction management portal, complemented by a native mobile app, allowing clients to access a centralized system for tracking, managing, and processing transactions. CardConnect is committed to simplifying the payment process while ensuring security for its users.
Ace Security in london can assist make your commercial enterprise or event that much more at ease. We focus on safety guards that offer a wide variety of services and are enormously educated. Whether you want a protection protect for a private or public event, ACE Security has the understanding you need in london and surrounding regions. All of our guards are very well vetted to make certain they've the proper training and revel in to hold you safe. We additionally make sure they are properly informed at the present day possible threats and how to cope with them in any scenario.
Private Equity Round in 2010
Company.com, LLC is a provider of cloud-based software and business services tailored for small and mid-sized businesses in the United States. Founded in 2008 and based in Austin, Texas, the company offers a range of tools including website design, technology support, and business directory listings that enhance online presence. Its services include payment processing solutions, team collaboration tools, and a marketplace for business financing options. Additionally, Company.com provides small business insurance products such as general liability and cyber liability insurance, as well as FreshBooks accounting software. The company focuses on streamlining operations and facilitating growth for its clients through a unique platform that integrates various business resources and social networking capabilities, allowing businesses to collaborate effectively and engage with vendors and customers in a cohesive environment.
eBaoTech Corporation is a digital solution provider for the global insurance industry, headquartered in Shanghai, China. Established in 2000, the company offers a range of software solutions and services to over 200 insurance carriers and various stakeholders, including agents and brokers, across more than 30 countries. eBaoTech's product offerings include the GeneralSystem Suite and LifeSystem Suite, which cater to non-life and life insurance products, respectively. These suites encompass a variety of solutions for personal, commercial, and group insurance needs, addressing areas such as underwriting, policy administration, claims management, and multi-distribution channels. The company's eBao Cloud serves as an insurance middleware platform, facilitating lifecycle insurance distribution and policy processing. Additionally, eBaoTech provides implementation and maintenance support services to enhance operational efficiency for its clients.
Varicent Software Incorporated, founded in 2003 and based in Toronto, Canada, specializes in incentive compensation management (ICM) and sales performance management (SPM) solutions. The company offers a comprehensive suite of software designed to streamline and automate variable-based sales incentive compensation for finance, sales, human resources, and IT departments. Varicent provides tailored solutions for enterprises and mid-sized businesses that face distinct compensation challenges. Its Enterprise Edition supports organizations with over 250 payees by enhancing compensation processes, minimizing errors, ensuring compliance, and improving sales performance. The Business Edition is adaptable for companies with 50 to 250 payees, facilitating the administration of variable pay programs, automating commission calculations, and swiftly distributing personalized payout results to sales teams. Varicent's software also aids in effective territory and quota planning, lead-to-revenue operations, and timely payments, enabling clients to identify sales trends and optimize revenue through predictive insights.
Aveksa, Inc. specializes in providing enterprise access governance solutions that help organizations manage security and regulatory requirements effectively. The company's offerings include tools for automating access certification, role management, entitlement administration, controls automation, and risk analytics. Key products include Compliance Manager, which facilitates policy-based governance through automated monitoring and remediation of user entitlements and roles, and Role Manager, which supports roles-based governance by managing roles discovery, modeling, and lifecycle processes. In addition to its software solutions, Aveksa offers implementation and support services, covering areas such as application inventory, requirements definition, server installation, and user certification. The company caters to various sectors, including financial services, healthcare, manufacturing, and retail. Founded in 2004, Aveksa is headquartered in Waltham, Massachusetts.
Castle Pines Capital
Venture Round in 2009
Castle Pines Capital provides accounts receivable and purchases order finance services for technology vendors and their reseller customers.
Private Equity Round in 2009
VelocityShares is a prominent company specializing in the development of innovative exchange-traded products aimed at professional investors. The firm focuses on creating products that offer access to advanced long-term investment strategies while also allowing traders to articulate short-term market perspectives. In addition to its exchange-traded products, VelocityShares provides portfolio and trading risk management software, catering specifically to institutional investors. The company is committed to delivering efficient and insightful solutions across a diverse array of asset classes.
Globant is an IT services company that specializes in digital transformation, helping clients develop customized software solutions. Established in 2003 in Argentina and now headquartered in Luxembourg, Globant has a workforce of over 6,300 professionals across 12 countries. The company focuses on creating meaningful digital experiences that enhance user engagement through personalized, context-aware interactions. Its client portfolio includes major brands such as Google, LinkedIn, and Coca-Cola, with a significant concentration in the media, entertainment, and financial services sectors. Globant has received recognition for its innovative approaches, including features in notable business case studies at prestigious institutions like Harvard and MIT, and accolades from industry analysts for its leadership in digital strategy consulting.
Private Equity Round in 2008
Mu Sigma Inc. offers data analytics services and develops decision support system tools and software for Fortune 500 organizations. The company offers marketing analytics, such as marketing measurement, product/customer segmentation and profiling, prospecting, RFM analysis, purchase likelihood analysis, cross-sell/up-sell analysis, loyalty/customer lifetime modeling, churn analysis/retention modeling, brand/customer equity analysis, customer satisfaction analysis, marketing mix modeling and optimization, and others. It also provides risk analytics, such as predictive modeling of claims, credit scoring, fraud detection and prediction, foreclosure prediction, rating structures, loss ratio analysis, risk based pricing, statistical analysis for FDA trials, elasticity/sensitivity/scenario/what if analysis, collection and recovery analytics, extreme event modeling, and others. In addition, the company offers supply chain analytics, which include trend plotting, demand/manpower forecasting, location allocation decision making, inventory management, sourcing/capacity/materials/transport optimization, stock replenishment analysis, due date quoting, expediting optimization, logistics and distribution analysis, vendor managed inventory systems, and others. It serves companies operating in airline, hospitality and entertainment, pharmaceuticals and healthcare, BFSI, CPG, retail, technology, and telecom industries. The company was founded in 2004 and is based in Northbrook, Illinois.
Stacey has over 20 years of marketing experience and over 12 years of extensive marketing knowledge in the transportation industry. She serves as Director of Marketing and is responsible for creating, implementing and executing WEX Fleet One’s direct, private label and partner marketing programs. Prior to joining Fleet One in 2002, Stacey worked for Covad Business Solutions (formerly BlueStar Communications), where she served as Director of Marketing. At Covad, she was responsible for building and executing marketing strategies within the emerging broadband technology industry. Stacey earned her Bachelor of Science degree from the University of Alabama in 1992.
OpenSpan, Inc. specializes in robotic automation and workforce intelligence solutions for enterprises globally. The company offers a range of products, including OpenSpan Intelligence, a SaaS platform that provides insights for workforce management; OpenSpan Robotic Process Automation, which automates enterprise transactions; and OpenSpan Robotic Desktop Automation, designed to enhance employee productivity by streamlining tasks on their desktops. Additionally, OpenSpan provides a Transformation Platform to help develop transaction strategies. The company's services include professional consulting, customer care, and educational offerings. OpenSpan's solutions are utilized by a variety of industries, such as banking, government, travel, logistics, insurance, retail, and telecommunications, and are implemented across more than 300,000 enterprise desktops in 21 countries, significantly improving business processes. Founded in 2004 and based in Alpharetta, Georgia, OpenSpan operates as a subsidiary of Pegasystems Inc.
SenSage offers patented event data warehouse solutions that provide actionable results from massive amounts of log and event data. More than 400 customers have deployed SenSage solutions to reduce security, fraud and compliance risks at a fraction of the cost of traditional data warehouses and log management solutions.
Private Equity Round in 2008
IndexIQ, now part of the New York Life & MainStay Investments family, is a pioneer and leading asset management firm.