Edison Partners

Edison Partners L.P. is a private equity and venture capital firm headquartered in Princeton, New Jersey, focusing on late and mid-stage venture investments primarily in the information technology sector. The firm targets high-growth companies, particularly in financial technology, healthcare information technology, e-commerce, and consumer technologies, investing in enterprises with revenues ranging from $2 million to $30 million. Edison Partners specializes in various funding mechanisms, including growth equity, buyouts, and recapitalizations, and typically invests between $10 million and $30 million per company. The firm employs a unique integrated approach to foster growth, leveraging its Edison Edge platform, which includes operational support, executive education, and a network of directors. With a commitment to companies outside Silicon Valley, Edison Partners emphasizes sustainable technology and innovative business solutions, aiming to generate substantial value for its portfolio. Founded in 1986, the firm has built an active portfolio that has created significant market value and manages approximately $1.6 billion in assets.

Joe Allegra

General Partner

Kelly Ford Buckley

General Partner and COO

Robert Dickey

Principal

Gary Golding

General Partner

Joseph Gwozdz

Operating Partner

Grace Hahn

Associate and Investor

Daniel Herscovici

Partner

Jennifer Lee

Partner

Lenard Marcus

General Partner

John Martinson

Managing Partner

Gregg Michaelson

General Partner

Nevas, David

Partner

Pierce, Aston

Growth Equity Associate

Vander Schaaff, Thomas

General Partner

Ryan Ziegler

General Partner

Steve Zieja

Vice President

256 past transactions

Recycle Track Systems

Venture Round in 2025
Recycle Track Systems is a waste management company that partners with local haulers to provide efficient and responsible waste collection services. The company utilizes proprietary technology to streamline collection routes and enhance communication with pickup sites, offering services for garbage, recyclables, compost, and e-waste.

Overhaul

Series B in 2025
Overhaul is a supply chain integrity solutions company that provides a real-time visibility and management platform tailored for the logistics industry. The platform integrates various data sources into a single, transparent view, allowing shippers to monitor and manage shipments effectively. By employing a situational analysis engine, Overhaul transforms data into actionable insights, enabling users to swiftly implement corrective actions related to temperature control, handling requirements, and package-level tracking. This comprehensive approach ensures that cargo arrives at its destination safely, undamaged, and on time, facilitating compliance and enhancing the efficiency of global transportation operations.

Fingercheck

Private Equity Round in 2024
Fingercheck helps small business owners manage hourly employees more easily. The platform offers customizable apps to assist with payroll, time sheets, benefits, and hiring, reducing the time and stress involved in these tasks.

K1x

Series B in 2024
K1x is a SaaS financial technology company with long-established tax technology provides the first-ever, all-digital K-1 experience to the capital markets.

Seismos

Venture Round in 2024
Seismos is a data analytics company focused on production optimization through its innovative K-wave technology, which enables real-time monitoring of underground fluid flow during production. Unlike traditional seismic methods, which are time-consuming and costly, Seismos offers a non-invasive, cloud-based solution that provides immediate insights at a significantly lower cost. The company's AI-powered sensing systems utilize advanced acoustic sensing and machine learning to detect and predict anomalies across various sectors, including upstream oil and gas, pipelines, and geothermal markets. By delivering real-time data, Seismos empowers organizations to make informed decisions and enhance operational efficiency without disrupting production processes.

Solutions By Text

Private Equity Round in 2024
Solutions by Text (SBT) is a company established in 2008 that specializes in providing conversational messaging solutions for businesses through SMS. Recognized as a compliance-first provider of enterprise texting services, SBT serves a diverse clientele of over 1,500 customers, primarily in the Consumer Finance sector and other regulated markets. The company focuses on enabling real-time customer interactions, offering features such as pay-by-text and application programming interface integration. In 2021, SBT received a strategic investment from Edison Partners to further enhance its growth as the first FinText company. The organization aims to revolutionize the SMS channel by facilitating real-time payments, thereby creating a seamless experience for both clients and their customers.

Necto

Seed Round in 2023
Necto platform harnesses the power of next generation, API driven bank connectivity.

Take Command

Series B in 2023
Take Command Health is a health insurance software provider that focuses on assisting small businesses and independent professionals. The company offers an insurance management platform that enables small employers to reimburse employees tax-free for health insurance through a qualified small employer health reimbursement arrangement (QSEHRA). Take Command Health's platform provides unbiased health plan recommendations and equips employers with the necessary data to support informed decision-making regarding health insurance. Additionally, the company's innovative plan choice software and health management tools empower employees and independent professionals to navigate their health insurance options effectively.

Overhaul

Venture Round in 2023
Overhaul is a supply chain integrity solutions company that provides a real-time visibility and management platform tailored for the logistics industry. The platform integrates various data sources into a single, transparent view, allowing shippers to monitor and manage shipments effectively. By employing a situational analysis engine, Overhaul transforms data into actionable insights, enabling users to swiftly implement corrective actions related to temperature control, handling requirements, and package-level tracking. This comprehensive approach ensures that cargo arrives at its destination safely, undamaged, and on time, facilitating compliance and enhancing the efficiency of global transportation operations.

RapidDeploy

Series C in 2023
RapidDeploy, Inc. is a cloud-based provider of call-taking and computer-aided dispatch (CAD) solutions aimed at enhancing public safety and emergency response efficiency. Founded in 2014 and based in Austin, Texas, the company specializes in Next Generation 911 technologies that integrate critical data and mobile signals into a unified platform. This system supports various functionalities, including vehicle tracking, mobile workforce management, route optimization, and event scheduling, all designed to enable public safety officials and first responders to make informed decisions quickly. By improving location accuracy and situational awareness, RapidDeploy's solutions help reduce emergency response times, ultimately contributing to better outcomes in critical situations and saving lives.

MacroFab

Series C in 2023
MacroFab operates an electronics manufacturing platform that facilitates the custom production of printed circuit board assemblies (PCBAs) through its network of North American factories. The company provides a user-friendly service that simplifies the manufacturing process, allowing businesses of all sizes and stages of product development to efficiently prototype and produce their products. By integrating design data and offering early risk feedback, MacroFab enhances transparency and traceability, which helps teams adapt to rapidly changing market conditions. The platform supports the entire lifecycle of product development, from initial prototyping and engineering to supply chain management, enabling hardware technology companies to bring their products to market quickly and effectively.

K1x

Venture Round in 2022
K1x is a SaaS financial technology company with long-established tax technology provides the first-ever, all-digital K-1 experience to the capital markets.

Field Effect

Venture Round in 2022
Field Effect specializes in cybersecurity solutions designed to protect businesses from cyber threats. The company provides a range of services, including managed cybersecurity, secure IT operations, and forensic incident response, helping organizations identify threats, measure vulnerabilities, and enhance their overall security posture. Field Effect's offerings simplify complex cybersecurity processes, making it easier for users of varying technical expertise to navigate and manage their cybersecurity needs effectively. By consolidating technology and streamlining operations, the company empowers clients to focus on their core business activities without the disruption often caused by cyber incidents.

Lokavant

Series A in 2022
Lokavant is an information technology company that specializes in providing clinical trial intelligence. It offers real-time monitoring and anticipatory analytics aimed at enhancing the management of clinical trials. By utilizing advanced analytics and visualization techniques, Lokavant enables rigorous analysis and proactive risk management, simplifying the monitoring process for clinical trials. The company's services include real-time visualizations, risk alerts, and a combination of artificial intelligence and human insights, all designed to improve the efficiency and effectiveness of clinical research.

SPHERE

Series B in 2022
SPHERE is the global leader in Identity Hygiene. We are dedicated to reshaping modern identity programs by embedding this foundational fabric, enabling organizations to quickly reduce risks. Our expertise lies in leveraging automation to deliver immediate time-to-value, providing an identity lens that protects an organization’s accounts, data, and infrastructure. Driven by our core values of passion, empathy, and transparency, our vision drives us to continually innovate, helping our clients to sleep better knowing their attack surface is drastically reduced, thwarting the plans of bad actors every single day. We’re ready to help you address your identity hygiene and security challenges. To find out more about SPHERE and our solutions, please visit www.sphereco.com. SPHERE was founded in 2009 by Rita Gurevich and is headquartered in Newark, New Jersey.

goHenry

Series B in 2022
goHenry is a financial education platform designed for children and teenagers aged 6 to 18, enabling them to learn how to earn, save, and spend money responsibly. The service combines a web and mobile application with a prepaid debit card that features parental controls, allowing parents to set spending limits and allocate pocket money automatically. Children can engage in tasks and chores to earn additional funds while tracking their earnings, spending, and savings through visual graphs. The platform also provides budgeting tools for setting savings goals and offers insights into spending habits by retailer and category. Through this hands-on experience, goHenry aims to promote financial independence among young users while ensuring that parents can monitor their children's financial activities effectively, fostering healthy spending habits and financial literacy in a safe environment.

Field Effect

Series A in 2022
Field Effect specializes in cybersecurity solutions designed to protect businesses from cyber threats. The company provides a range of services, including managed cybersecurity, secure IT operations, and forensic incident response, helping organizations identify threats, measure vulnerabilities, and enhance their overall security posture. Field Effect's offerings simplify complex cybersecurity processes, making it easier for users of varying technical expertise to navigate and manage their cybersecurity needs effectively. By consolidating technology and streamlining operations, the company empowers clients to focus on their core business activities without the disruption often caused by cyber incidents.

Purple Lab

Series B in 2022
Purple Lab operates a healthcare data and analytics platform designed to streamline and improve the process of deriving insights from clinical and claims data. The platform offers on-demand access to customizable queries and report templates, allowing users to profile and rank healthcare providers based on quantitative performance metrics. Additionally, Purple Lab provides a marketplace for patients, employers, and insurance providers to search for healthcare professionals that meet specific profiles. By simplifying these processes, Purple Lab aims to enhance the lifecycle of healthcare discoveries, making data analytics faster, more efficient, and cost-effective.

15Five

Series C in 2022
15Five, Inc. offers a continuous performance management platform designed to enhance employee engagement and performance. Founded in 2011 and headquartered in San Francisco, with additional offices in Raleigh and New York, the company provides various tools, including employee appreciation software, one-on-one meeting agendas, and 360° performance reviews. Its solutions enable organizations to set weekly check-ins for feedback, conduct engagement surveys, and track goals and performance metrics. By leveraging data-driven insights and customizable features, 15Five empowers HR leaders and managers to foster a productive work environment and build effective management practices. The platform serves over 3,500 clients globally, including notable companies like Credit Karma and HubSpot, making it a vital resource for enhancing workplace dynamics and employee satisfaction.

Capital Rx

Series C in 2022
Capital Rx, Inc. is a pharmacy benefit manager that specializes in managing self-insured prescription benefit plans for employers, unions, and government entities. Founded in 2017 and headquartered in New York, the company aims to transform the pricing and administration of prescriptions in the U.S. through its innovative Clearinghouse Model, which enhances transparency in the pharmacy supply chain and reduces costs for employer groups. By integrating various components of the pharmacy ecosystem into a single platform, Capital Rx improves administrative workflows, clinical oversight, and patient-provider coordination. This approach not only increases drug price visibility but also focuses on enhancing patient outcomes and healthcare efficiency, ultimately fostering better engagement between healthcare providers and patients.

PillSorted

Seed Round in 2022
PillSorted aims to provide a personalised way of delivering medication to patients, while setting forth the blueprint for the future of digital pharmacy care.

Kaiyo

Series B in 2022
Kaiyo is an online marketplace focused on pre-owned furniture, aiming to make stylish and sustainable home furnishings accessible to all. The company specializes in curating high-quality, branded furniture from local sellers, ensuring each piece is inspected, cleaned, and ready for delivery. By offering a range of filtering options such as price, condition, dimensions, and brand, Kaiyo allows buyers to find furniture that meets their specific needs at discounted prices. Through its services, the company promotes sustainability while providing a practical solution for furnishing homes.

Slingshot Aerospace

Series A in 2022
Slingshot Aerospace, Inc. specializes in developing online tools and platforms that provide geospatial information tailored for the aerospace and defense sectors. The company's offerings include Slingshot Earth, Slingshot Orbital, Slingshot Edge, and Slingshot Imagery, which integrate data streams from satellites, airplanes, drones, and ground-based sensors to deliver actionable insights for various industries, including energy, insurance, military, and emergency management. Founded in 2016 and headquartered in El Segundo, California, with an additional office in Austin, Texas, Slingshot Aerospace aims to enhance mission success for government and commercial space organizations by offering space simulation and analytics solutions. These tools help operators design, manage, and secure their assets while mitigating risks to facilitate safe and reliable operations in complex environments.

Houwzer

Series B in 2022
Houwzer, LLC is a real estate brokerage that offers comprehensive services for buying and selling homes, with a focus on customer satisfaction. Founded in 2014 and headquartered in Philadelphia, Pennsylvania, with additional offices in Washington, D.C., Baltimore, Maryland, and Haddonfield, New Jersey, the company employs salaried agents and mortgage advisors, allowing them to prioritize client service over commission-based sales. Houwzer utilizes its proprietary technology to create an end-to-end platform that simplifies the real estate transaction process, integrating various services from consultation to closing. The company has garnered an impressive Net Promoter Score of 84 and an average customer rating of 4.9 out of 5 stars. Since its inception, Houwzer has facilitated the buying and selling of homes worth over $1 billion, saving clients millions in the process.

Solutions By Text

Private Equity Round in 2021
Solutions by Text (SBT) is a company established in 2008 that specializes in providing conversational messaging solutions for businesses through SMS. Recognized as a compliance-first provider of enterprise texting services, SBT serves a diverse clientele of over 1,500 customers, primarily in the Consumer Finance sector and other regulated markets. The company focuses on enabling real-time customer interactions, offering features such as pay-by-text and application programming interface integration. In 2021, SBT received a strategic investment from Edison Partners to further enhance its growth as the first FinText company. The organization aims to revolutionize the SMS channel by facilitating real-time payments, thereby creating a seamless experience for both clients and their customers.

Fund That Flip

Series B in 2021
Fund That Flip, Inc. operates an online investment platform focused on short-term residential real estate redevelopment projects. Founded in 2014 and headquartered in New York, with additional offices in Cleveland, the company sources and underwrites various redevelopment initiatives, allowing accredited investors to invest in borrower-dependent notes associated with each project. Fund That Flip provides short-term loans to real estate redevelopers who acquire and renovate residential properties, ultimately aiming to restore communities across the United States. The platform connects experienced redevelopers with a diverse base of institutional and individual investors, facilitating passive wealth generation in the residential rehab loan market. The company has been recognized for its rapid growth, ranking on the 2019 Inc. 500 list of the fastest-growing private companies in the nation.

Nuula

Venture Round in 2021
Nuula is a comprehensive application designed to assist small businesses by providing essential tools for monitoring key performance indicators. The platform integrates with various cloud accounting systems, business bank accounts, and commerce platforms, allowing users to forecast cash flow, track sales, monitor credit scores, and analyze customer trends. This connectivity ensures that business owners can promptly identify financial issues, credit concerns, or reputational risks that require immediate action. In addition to these features, Nuula also offers a financing platform that facilitates timely and flexible funding options, including business loans and merchant cash advances. By utilizing customized underwriting and proprietary algorithms, Nuula enables small and mid-sized enterprises to access necessary capital efficiently and effectively. Overall, Nuula empowers small business owners by placing critical financial information and resources at their fingertips.

Recycle Track Systems

Series C in 2021
Recycle Track Systems is a waste management company that partners with local haulers to provide efficient and responsible waste collection services. The company utilizes proprietary technology to streamline collection routes and enhance communication with pickup sites, offering services for garbage, recyclables, compost, and e-waste.

Overhaul

Series B in 2021
Overhaul is a supply chain integrity solutions company that provides a real-time visibility and management platform tailored for the logistics industry. The platform integrates various data sources into a single, transparent view, allowing shippers to monitor and manage shipments effectively. By employing a situational analysis engine, Overhaul transforms data into actionable insights, enabling users to swiftly implement corrective actions related to temperature control, handling requirements, and package-level tracking. This comprehensive approach ensures that cargo arrives at its destination safely, undamaged, and on time, facilitating compliance and enhancing the efficiency of global transportation operations.

Yieldstreet

Series C in 2021
Yieldstreet is a management platform that provides retail investors access to income-generating investment products. Founded in 2015, It gives individuals access to alternative investments that have traditionally been off-limits to the average investor. With over $2.5 billion invested across multiple asset classes, Yieldstreet is changing the way people generate passive income by lowering and removing the barriers that historically kept these lucrative opportunities far out of reach. In 2013, founders Milind Mehere and Michael Weisz were frustrated that many investment strategies were typically reserved only for institutions and the ultra-wealthy. Typically, the average investor was left to choose between the stock market and bonds with falling yields - with few options in between. Asset-based investments had longer hold periods and a higher barrier of entry, keeping them well out of reach of accredited investors — even more so for unaccredited investors. As a result, they decided to leverage the growing fintech disruption to give more people access to these previously restricted alternative investments. Milind’s background in building companies combined with Michael’s decade-plus experience in investing and fund management formed the core of Yieldstreet. Passion for their investors and employees as well as a willing embrace of innovation, has been part of Yieldstreet’s identity from the beginning. Each decision to leverage a new technology, or investment strategy, or originate a new deal is made to put investors first. That drive has propelled Yieldstreet across all 50 states, crossing $100M invested in less than eight quarters, with the $1B milestone coming only three years later. In 2019, Yieldstreet’s membership had grown to 100,000, and a savings account for members was launched. Yieldstreet, since its launch in 2015, has not deviated from its goal to change investing for the better, nor has it slowed down. Yieldstreet was ranked number 46 on the Inc. 5000 list of the fastest-growing companies and has been recognized by Built In as one of the Best Places to Work. Yieldstreet today delivers wealth generation options and alternative investments for more than 330,000 investors and has returned more than $1.3 billion in principal/interest. Many alternative investment platforms only focus on one asset class, such as real estate or art. Yieldstreet’s offerings, accessed through cash or a low-fee IRA, cover a wide range of asset classes — art, real estate, legal, corporates, consumer, and commercial, via single investments or funds. Yieldstreet also offers its members short-term notes on offerings with a hold period between 3 and 6 months, which generally boast higher interest rates than money markets and CDs. Yieldstreet is headquartered in New York and has offices in Brazil, Greece, and Malta. Michael Weisz serves as President and Milind Mehere serves as CEO. Together, they manage a team of more than 140 employees, all working toward Yieldstreet’s one goal: to change the way people invest for the better.

The Pro's Closet

Series B in 2021
The Pro's Closet, Inc. is an online retailer based in Boulder, Colorado, specializing in the sale of new and used bicycles and cycling accessories. Founded in 2006, the company operates a web-based marketplace that facilitates the buying and selling of premium pre-owned bicycles, components, and gear, including apparel, helmets, and winter sports equipment. It caters to a diverse clientele, including athletes, teams, and independent bike dealers, providing services such as pickups, consultations, and expert advice. The Pro's Closet aims to promote sustainability by helping individuals and organizations sell their unused cycling products, thereby giving these items a second life and making them accessible to a broader audience.

MacroFab

Series B in 2021
MacroFab operates an electronics manufacturing platform that facilitates the custom production of printed circuit board assemblies (PCBAs) through its network of North American factories. The company provides a user-friendly service that simplifies the manufacturing process, allowing businesses of all sizes and stages of product development to efficiently prototype and produce their products. By integrating design data and offering early risk feedback, MacroFab enhances transparency and traceability, which helps teams adapt to rapidly changing market conditions. The platform supports the entire lifecycle of product development, from initial prototyping and engineering to supply chain management, enabling hardware technology companies to bring their products to market quickly and effectively.

Health Recovery Solutions

Series C in 2021
Health Recovery Solutions, Inc. is a telehealth and remote monitoring company that focuses on enhancing patient care and reducing hospital readmissions. Founded in 2012 and based in Hoboken, New Jersey, the company provides a cloud-based platform that engages patients in their health management while equipping clinicians with essential tools. The platform aggregates and digitalizes critical health data, especially targeting conditions like congestive heart failure, heart attacks, pneumonia, diabetes, and COPD. It features interactive tablets customized with patients' medications, reminders, educational content, and integrated monitoring devices, such as oximeters and blood pressure monitors. By facilitating better communication and care coordination among patients, caregivers, and healthcare providers, Health Recovery Solutions aims to prevent 30-day readmissions and improve overall clinical outcomes.

Terminus

Series C in 2021
Terminus is the industry’s first account-based marketing platform that enables B2B marketers to target companies, engage decision-makers on their terms, and accelerate sales pipeline velocity at scale

Capital Rx

Series B in 2021
Capital Rx, Inc. is a pharmacy benefit manager that specializes in managing self-insured prescription benefit plans for employers, unions, and government entities. Founded in 2017 and headquartered in New York, the company aims to transform the pricing and administration of prescriptions in the U.S. through its innovative Clearinghouse Model, which enhances transparency in the pharmacy supply chain and reduces costs for employer groups. By integrating various components of the pharmacy ecosystem into a single platform, Capital Rx improves administrative workflows, clinical oversight, and patient-provider coordination. This approach not only increases drug price visibility but also focuses on enhancing patient outcomes and healthcare efficiency, ultimately fostering better engagement between healthcare providers and patients.

goHenry

Venture Round in 2020
goHenry is a financial education platform designed for children and teenagers aged 6 to 18, enabling them to learn how to earn, save, and spend money responsibly. The service combines a web and mobile application with a prepaid debit card that features parental controls, allowing parents to set spending limits and allocate pocket money automatically. Children can engage in tasks and chores to earn additional funds while tracking their earnings, spending, and savings through visual graphs. The platform also provides budgeting tools for setting savings goals and offers insights into spending habits by retailer and category. Through this hands-on experience, goHenry aims to promote financial independence among young users while ensuring that parents can monitor their children's financial activities effectively, fostering healthy spending habits and financial literacy in a safe environment.

The Pro's Closet

Series A in 2020
The Pro's Closet, Inc. is an online retailer based in Boulder, Colorado, specializing in the sale of new and used bicycles and cycling accessories. Founded in 2006, the company operates a web-based marketplace that facilitates the buying and selling of premium pre-owned bicycles, components, and gear, including apparel, helmets, and winter sports equipment. It caters to a diverse clientele, including athletes, teams, and independent bike dealers, providing services such as pickups, consultations, and expert advice. The Pro's Closet aims to promote sustainability by helping individuals and organizations sell their unused cycling products, thereby giving these items a second life and making them accessible to a broader audience.

NS8

Series A in 2020
NS8 Inc. is a provider of a fraud prevention and user experience protection platform, specializing in helping online businesses minimize risk through its comprehensive services. Founded in 2016 and headquartered in Las Vegas, Nevada, with additional offices in Miami Beach and Amsterdam, the company offers NS8 Antifraud, which utilizes machine learning, behavioral analytics, real-time scoring, and global monitoring to identify and mitigate fraudulent activities. The platform provides actionable insights into transaction quality and trustworthiness, enabling businesses to automate their fraud management workflows. It also monitors bot activity and hidden sessions, allowing users to analyze effective traffic sources and tailor content and offers accordingly. NS8 serves various industries, including e-commerce, payment gateways, online merchants, and event ticketing. In October 2020, NS8 Inc. filed for reorganization under Chapter 11 in the U.S. Bankruptcy Court for the District of Delaware.

Superpedestrian

Venture Round in 2020
Superpedestrian, Inc. is a robotics company based in Cambridge, Massachusetts, that specializes in developing lightweight electric vehicles designed for eco-friendly transportation. The company’s flagship product, the Copenhagen Wheel, integrates advanced technology to enhance cycling safety and wellness, while also offering a platform for developers to create various applications. These applications range from navigation assistance to customization of the wheel's behavior. Superpedestrian sells its products through both retail channels and online platforms. Founded in 2012, the company aims to provide a comfortable and secure cycling experience by utilizing vehicle intelligence to monitor and address potential malfunctions proactively.

Bodhala

Series A in 2020
Bodhala, Inc. operates an artificial intelligence-based legal platform that enhances the analysis and optimization of corporate legal spending. Founded in 2013, the company is headquartered in New York, with an additional office in Ann Arbor, Michigan. Bodhala employs data science, machine learning, and AI-driven insights to provide clients with a comprehensive understanding of their legal expenditures. Its platform features proprietary benchmarking metrics and rate review algorithms that deliver detailed insights into various aspects of legal spend, enabling organizations to make informed and cost-effective decisions regarding legal service providers. The platform also offers an on-demand dashboard, legal discovery, and process streamlining capabilities, all aimed at improving efficiency and enhancing the overall financial performance of clients in managing their legal services.

Overhaul

Venture Round in 2020
Overhaul is a supply chain integrity solutions company that provides a real-time visibility and management platform tailored for the logistics industry. The platform integrates various data sources into a single, transparent view, allowing shippers to monitor and manage shipments effectively. By employing a situational analysis engine, Overhaul transforms data into actionable insights, enabling users to swiftly implement corrective actions related to temperature control, handling requirements, and package-level tracking. This comprehensive approach ensures that cargo arrives at its destination safely, undamaged, and on time, facilitating compliance and enhancing the efficiency of global transportation operations.

Houwzer

Series A in 2020
Houwzer, LLC is a real estate brokerage that offers comprehensive services for buying and selling homes, with a focus on customer satisfaction. Founded in 2014 and headquartered in Philadelphia, Pennsylvania, with additional offices in Washington, D.C., Baltimore, Maryland, and Haddonfield, New Jersey, the company employs salaried agents and mortgage advisors, allowing them to prioritize client service over commission-based sales. Houwzer utilizes its proprietary technology to create an end-to-end platform that simplifies the real estate transaction process, integrating various services from consultation to closing. The company has garnered an impressive Net Promoter Score of 84 and an average customer rating of 4.9 out of 5 stars. Since its inception, Houwzer has facilitated the buying and selling of homes worth over $1 billion, saving clients millions in the process.

Ringmaster

Series A in 2020
Ringmaster Technologies is an information technology company based in Kansas, established in 2018, that specializes in workflow optimization for the healthcare stop-loss industry. It develops a cloud-based platform designed for carriers, managing general underwriters, third-party administrators, and brokers. This platform automates and standardizes manual processes, streamlining administrative tasks associated with stop-loss reporting. By enhancing connectivity and improving administrative efficiencies, Ringmaster aims to simplify the operational challenges faced by its clients in the healthcare sector.

LawnStarter

Venture Round in 2019
LawnStarter, Inc. is an online marketplace that connects consumers with lawn care professionals, offering a range of lawn maintenance services such as mowing, edging, fertilization, aeration, and leaf removal. Founded in 2013 and headquartered in Austin, Texas, the company operates in multiple states, including Florida, Georgia, and Virginia. LawnStarter provides instant quotes for its services, allowing customers to schedule appointments with insured professionals easily. The platform employs algorithms that utilize geolocation data to optimize route density for service providers, enhancing their profitability. By combining traditional lawn care expertise with modern technology, LawnStarter aims to create a seamless experience for both consumers and lawn care professionals.

Emplify

Series B in 2019
Emplify is a prominent software-as-a-service company specializing in employee engagement measurement. Founded in 2010 and based in Fishers, Indiana, Emplify provides a platform that allows executives to solicit, analyze, and act upon employee feedback, effectively translating data insights into actionable strategies. The company employs scientific methodologies and psychometrics to enhance workplace engagement. Emplify distinguishes itself by integrating survey insights with employee communication and performance improvement, creating a comprehensive engagement system designed to foster organizational transformation.

Gambling.com

Venture Round in 2019
Gambling.com Group Limited is a prominent performance marketing company specializing in the online gambling sector. The company operates a portfolio of well-known websites, including Gambling.com and Bookies.com, and focuses primarily on online casino gaming, sports betting, and fantasy sports. By leveraging its proprietary technology platform, Gambling.com generates revenue through referrals of online gamblers to various gambling operators. With a workforce of over 140 employees, the company maintains offices in Ireland, the United States, and Malta.

Health Recovery Solutions

Venture Round in 2019
Health Recovery Solutions, Inc. is a telehealth and remote monitoring company that focuses on enhancing patient care and reducing hospital readmissions. Founded in 2012 and based in Hoboken, New Jersey, the company provides a cloud-based platform that engages patients in their health management while equipping clinicians with essential tools. The platform aggregates and digitalizes critical health data, especially targeting conditions like congestive heart failure, heart attacks, pneumonia, diabetes, and COPD. It features interactive tablets customized with patients' medications, reminders, educational content, and integrated monitoring devices, such as oximeters and blood pressure monitors. By facilitating better communication and care coordination among patients, caregivers, and healthcare providers, Health Recovery Solutions aims to prevent 30-day readmissions and improve overall clinical outcomes.

Fund That Flip

Series A in 2019
Fund That Flip, Inc. operates an online investment platform focused on short-term residential real estate redevelopment projects. Founded in 2014 and headquartered in New York, with additional offices in Cleveland, the company sources and underwrites various redevelopment initiatives, allowing accredited investors to invest in borrower-dependent notes associated with each project. Fund That Flip provides short-term loans to real estate redevelopers who acquire and renovate residential properties, ultimately aiming to restore communities across the United States. The platform connects experienced redevelopers with a diverse base of institutional and individual investors, facilitating passive wealth generation in the residential rehab loan market. The company has been recognized for its rapid growth, ranking on the 2019 Inc. 500 list of the fastest-growing private companies in the nation.

Purple Lab

Venture Round in 2019
Purple Lab operates a healthcare data and analytics platform designed to streamline and improve the process of deriving insights from clinical and claims data. The platform offers on-demand access to customizable queries and report templates, allowing users to profile and rank healthcare providers based on quantitative performance metrics. Additionally, Purple Lab provides a marketplace for patients, employers, and insurance providers to search for healthcare professionals that meet specific profiles. By simplifying these processes, Purple Lab aims to enhance the lifecycle of healthcare discoveries, making data analytics faster, more efficient, and cost-effective.

MoneyLion

Series C in 2019
MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, established in 2013. The company provides a comprehensive digital financial solution that includes mobile banking, lending, and investment services. Utilizing analytics and machine learning, MoneyLion offers personalized financial advice and underwriting, enabling users to gain a complete understanding of their personal finances. Its all-in-one mobile banking membership features managed investment accounts, checking accounts, and cashback rewards, fostering good financial habits and encouraging better financial outcomes through a system of rewards and incentives. This approach allows MoneyLion to deliver convenient and low-cost access to financial services tailored to the needs of its customers.

Capital Rx

Series A in 2019
Capital Rx, Inc. is a pharmacy benefit manager that specializes in managing self-insured prescription benefit plans for employers, unions, and government entities. Founded in 2017 and headquartered in New York, the company aims to transform the pricing and administration of prescriptions in the U.S. through its innovative Clearinghouse Model, which enhances transparency in the pharmacy supply chain and reduces costs for employer groups. By integrating various components of the pharmacy ecosystem into a single platform, Capital Rx improves administrative workflows, clinical oversight, and patient-provider coordination. This approach not only increases drug price visibility but also focuses on enhancing patient outcomes and healthcare efficiency, ultimately fostering better engagement between healthcare providers and patients.

VirtualHealth

Series B in 2019
VirtualHealth’s HELIOS solution is the first comprehensive care management platform purpose-built to power the entire ecosystem of value-based care. Utilized by some of the most innovative health plans in the country to manage millions of members, HELIOS streamlines person-centered care with intelligent case and disease management workflows, unmatched data integration, broad-spectrum collaboration, patient engagement, and configurable analytics and reporting. Named the 39th fastest growing company in North America by Deloitte in 2018, VirtualHealth empowers healthcare organizations to achieve enhanced outcomes while maximizing efficiency, improving transparency, and lowering costs. For more information, visit www.virtualhealth.com.

Motionsoft

Venture Round in 2019
Motionsoft, Inc. develops gym management software solutions tailored for fitness clubs, corporate wellness centers, hospital wellness facilities, and university recreation centers. The company's offerings include MoSo Club, a cloud-based platform for payment processing, and MoSo Enterprise, an enterprise-level business management suite that helps users analyze data related to member usage and needs. Additionally, Motionsoft provides various software modules, such as Front Desk Check-In, Kids’ Club for childcare management, smart locker systems, access control solutions, and scheduling software for personal training and other services. These tools are designed to help club professionals automate operations, enhance member engagement, and improve retention rates, ultimately driving financial and operational efficiencies. Founded in 2004 and based in Rockville, Maryland, Motionsoft was previously known as KI Software, Inc. and became a subsidiary of DAXKO LLC in 2020.

Suuchi

Venture Round in 2019
Suuchi Inc. is a technology company that digitizes and streamlines end-to-end supply chain operations for companies across industries through its software, the Suuchi GRID. The GRID provides valuable data analytics for businesses to make data-driven decisions to improve speed-to-market, margins, and overall customer lifetime value. Headquartered in New Jersey, woman-owned & mostly women-operated, Suuchi is disrupting supply chain through a mobile-first approach to be the standard of supply chain solutions.

Northpass

Series A in 2019
Northpass, Inc. is a cloud-based learning management system designed to facilitate training for teams, customers, and partners on brand, product, and best practices. The platform allows business professionals, regardless of their e-learning expertise, to create and deliver engaging online training content. It offers tools for course creation, learner interaction, and insights into the effectiveness of training programs. By providing a unified solution for both internal and external training needs, Northpass enables organizations to efficiently educate employees, customers, and channel partners without disrupting productivity. Founded in 2013 and based in Parsippany, New Jersey, Northpass was previously known as Schoolkeep, Inc. and rebranded in January 2018. The company also maintains additional offices in the United States and Europe.

NS8

Series B in 2019
NS8 Inc. is a provider of a fraud prevention and user experience protection platform, specializing in helping online businesses minimize risk through its comprehensive services. Founded in 2016 and headquartered in Las Vegas, Nevada, with additional offices in Miami Beach and Amsterdam, the company offers NS8 Antifraud, which utilizes machine learning, behavioral analytics, real-time scoring, and global monitoring to identify and mitigate fraudulent activities. The platform provides actionable insights into transaction quality and trustworthiness, enabling businesses to automate their fraud management workflows. It also monitors bot activity and hidden sessions, allowing users to analyze effective traffic sources and tailor content and offers accordingly. NS8 serves various industries, including e-commerce, payment gateways, online merchants, and event ticketing. In October 2020, NS8 Inc. filed for reorganization under Chapter 11 in the U.S. Bankruptcy Court for the District of Delaware.

eSentire

Private Equity Round in 2019
eSentire is a leading provider of managed detection and response cybersecurity services, dedicated to protecting the critical data and applications of over 1,500 organizations across more than 80 countries and 35 industries. Founded in 2001, the company focuses on hunting, investigating, and neutralizing cyber threats before they disrupt business operations. eSentire combines advanced machine learning technology with round-the-clock threat hunting and experienced security operations leadership to reduce business risks and enhance security measures. The company offers a range of services, including managed risk programs, digital forensics, incident response, and tailored support from dedicated Cyber Risk Advisors and expert threat hunters. By leveraging industry-leading threat intelligence research, eSentire ensures that its clients can secure both their internal and cloud environments effectively.

Yieldstreet

Series B in 2019
Yieldstreet is a management platform that provides retail investors access to income-generating investment products. Founded in 2015, It gives individuals access to alternative investments that have traditionally been off-limits to the average investor. With over $2.5 billion invested across multiple asset classes, Yieldstreet is changing the way people generate passive income by lowering and removing the barriers that historically kept these lucrative opportunities far out of reach. In 2013, founders Milind Mehere and Michael Weisz were frustrated that many investment strategies were typically reserved only for institutions and the ultra-wealthy. Typically, the average investor was left to choose between the stock market and bonds with falling yields - with few options in between. Asset-based investments had longer hold periods and a higher barrier of entry, keeping them well out of reach of accredited investors — even more so for unaccredited investors. As a result, they decided to leverage the growing fintech disruption to give more people access to these previously restricted alternative investments. Milind’s background in building companies combined with Michael’s decade-plus experience in investing and fund management formed the core of Yieldstreet. Passion for their investors and employees as well as a willing embrace of innovation, has been part of Yieldstreet’s identity from the beginning. Each decision to leverage a new technology, or investment strategy, or originate a new deal is made to put investors first. That drive has propelled Yieldstreet across all 50 states, crossing $100M invested in less than eight quarters, with the $1B milestone coming only three years later. In 2019, Yieldstreet’s membership had grown to 100,000, and a savings account for members was launched. Yieldstreet, since its launch in 2015, has not deviated from its goal to change investing for the better, nor has it slowed down. Yieldstreet was ranked number 46 on the Inc. 5000 list of the fastest-growing companies and has been recognized by Built In as one of the Best Places to Work. Yieldstreet today delivers wealth generation options and alternative investments for more than 330,000 investors and has returned more than $1.3 billion in principal/interest. Many alternative investment platforms only focus on one asset class, such as real estate or art. Yieldstreet’s offerings, accessed through cash or a low-fee IRA, cover a wide range of asset classes — art, real estate, legal, corporates, consumer, and commercial, via single investments or funds. Yieldstreet also offers its members short-term notes on offerings with a hold period between 3 and 6 months, which generally boast higher interest rates than money markets and CDs. Yieldstreet is headquartered in New York and has offices in Brazil, Greece, and Malta. Michael Weisz serves as President and Milind Mehere serves as CEO. Together, they manage a team of more than 140 employees, all working toward Yieldstreet’s one goal: to change the way people invest for the better.

Bipsync

Series A in 2019
Bipsync Limited specializes in developing research management software tailored for financial organizations and professional investors. Founded in 2012 and based in New York, the company offers a platform designed to automate and simplify research processes, enabling compliant record-keeping and efficient data management. Bipsync's solution integrates powerful process management and data capabilities, enhancing analyst productivity and improving research outcomes. Its clientele ranges from small startup hedge funds to large international multi-strategy funds, facilitating a single system of record that supports diverse investment strategies and operational excellence. Additionally, the company provides deployment and support services to ensure effective implementation of its software.

GAN Integrity

Series B in 2019
GAN Integrity Inc. provides cloud-based compliance management software designed for companies worldwide. The platform includes modules for managing policies, training, due diligence, communication, approvals, and investigations. It features a risk assessment tool to identify and respond to potential risks and a policy management system that allows organizations to create, publish, and manage policies in multiple languages, ensuring compliance across various business units and locations. Additionally, the software offers a training management system for creating and assigning online and in-person training, as well as a due diligence module for third-party management that adapts to the company's specific needs. Monitoring and reporting functionalities enable the generation of compliance reports suitable for executives and boards. GAN Integrity also provides a centralized gift approval system, document management, and workflow automation. Established in 2004, the company is headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark.

ExecVision

Series A in 2018
ExecVision Inc. operates a conversation intelligence platform specifically designed for enhancing coaching within organizations. Founded in 2005 and based in Arlington, Virginia, the company utilizes artificial intelligence to analyze customer-facing conversations, extracting actionable insights that help improve performance and drive revenue. By transcribing and examining conversations, ExecVision identifies key moments and contextual elements, allowing managers to discern effective strategies and differentiate high performers from others. In addition to its platform, ExecVision, through its brand Vorsight, offers sales effectiveness training and consulting services, focusing on areas such as tactical sales, prospecting, and inside sales consulting. This combination of technology and specialized training enables organizations to efficiently coach their teams and close the insights-to-performance gap.

Giant Oak

Venture Round in 2018
Giant Oak combines behavioral science, computer science, and deep domain expertise to make screening and continuous vetting easy. Led by a team of social scientists, machine learning experts, and security professionals, the company provides GOST, a platform that provides custom searches the deep web to reveal and rank otherwise-hidden actions, actors, and communities. GOST’s human-centered design principles apply machine learning and artificial intelligence to publicly available information enabling organizations to see a clearer picture of the people and companies with whom they transact. Government, financial and regulatory organizations, and national security agencies use GOST to comply with Customer Due Diligence (CDD) processes, reduce false negatives, increase data confidence, and enable smarter and easier screening and continuous vetting. Giant Oak was founded in 2013 and is headquartered in Arlington, Virginia, United States.

Sigstr

Venture Round in 2018
Sigstr, Inc. is a cloud-based email signature marketing application headquartered in Indianapolis, Indiana. Founded in 2015, the company provides a platform that enables marketers to enhance their email communications by turning employee emails into an effective marketing channel. By integrating with popular customer relationship management (CRM) systems and marketing automation platforms, Sigstr allows organizations to deliver targeted advertisements to key contacts and accounts. This approach helps companies maximize the impact of each email sent by their employees, fostering stronger brand engagements. Notable clients include AT&T, Amazon, SendGrid, and Yext. Sigstr operates as a subsidiary of Terminus Software, LLC and has received funding from various venture capital firms.

Emplify

Venture Round in 2018
Emplify is a prominent software-as-a-service company specializing in employee engagement measurement. Founded in 2010 and based in Fishers, Indiana, Emplify provides a platform that allows executives to solicit, analyze, and act upon employee feedback, effectively translating data insights into actionable strategies. The company employs scientific methodologies and psychometrics to enhance workplace engagement. Emplify distinguishes itself by integrating survey insights with employee communication and performance improvement, creating a comprehensive engagement system designed to foster organizational transformation.

Bindplane

Series B in 2018
Bindplane builds cutting-edge observability tools for businesses, private users, and open-source projects. Our mission is to advance observability technology by promoting and contributing to open-source communities. We are a proud partner of the OpenTelemetry project. Docs: https://bindplane.com/docs

Bento for Business

Series B in 2018
Bento for Business is a financial operating platform designed specifically for small and mid-sized businesses (SMBs). The platform enables businesses to issue payment credentials securely, offering virtual and corporate cards along with comprehensive management tools that enhance control and visibility over company expenses. By minimizing fraud and reducing administrative overhead, Bento's solutions allow businesses to streamline their financial processes, freeing them to concentrate on growth and customer value. The company also provides open APIs and white label partnerships, extending its capabilities to automate payments beyond employee expenses. With its headquarters in San Francisco and Chicago, Bento is recognized for its innovative approach to expense management, combining the security of traditional banking with the user-friendly features typical of modern technology firms.

MoneyLion

Series B in 2018
MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, established in 2013. The company provides a comprehensive digital financial solution that includes mobile banking, lending, and investment services. Utilizing analytics and machine learning, MoneyLion offers personalized financial advice and underwriting, enabling users to gain a complete understanding of their personal finances. Its all-in-one mobile banking membership features managed investment accounts, checking accounts, and cashback rewards, fostering good financial habits and encouraging better financial outcomes through a system of rewards and incentives. This approach allows MoneyLion to deliver convenient and low-cost access to financial services tailored to the needs of its customers.

VirtualHealth

Series B in 2017
VirtualHealth’s HELIOS solution is the first comprehensive care management platform purpose-built to power the entire ecosystem of value-based care. Utilized by some of the most innovative health plans in the country to manage millions of members, HELIOS streamlines person-centered care with intelligent case and disease management workflows, unmatched data integration, broad-spectrum collaboration, patient engagement, and configurable analytics and reporting. Named the 39th fastest growing company in North America by Deloitte in 2018, VirtualHealth empowers healthcare organizations to achieve enhanced outcomes while maximizing efficiency, improving transparency, and lowering costs. For more information, visit www.virtualhealth.com.

Signet Accel

Series A in 2017
Signet Accel, LLC is a healthcare technology company based in Columbus, Ohio, that specializes in data integration and sharing through its AVEC platform. This commercial federated data integration solution enables the secure query and analysis of distributed healthcare data while maintaining ownership and control at each site. Signet Accel provides a range of services, including collaborative research solutions, biopharmaceutical research solutions, and institutional research solutions, which facilitate access to data from electronic medical records and other sources. Additionally, the company offers population health solutions that assist researchers in identifying trends and anomalies for timely public health responses. Founded in 2013, Signet Accel aims to enhance interoperability and streamline the delivery of healthcare data to empower clinicians and researchers in their efforts to diagnose and treat patients effectively.

PathFactory

Series B in 2017
PathFactory Inc. operates a content marketing automation platform designed to enhance the efficiency of the B2B buying process. Founded in 2012 and based in Toronto, Canada, the company enables marketers to deliver relevant content experiences that guide buyers through their unique journeys. By facilitating the binge consumption of content, PathFactory reduces friction and accelerates the buying process. The platform leverages data insights to optimize content delivery across various channels, allowing marketers to provide hyper-relevant, real-time content recommendations. This approach not only helps in generating qualified leads but also shortens sales cycles and increases marketing's contribution to revenue. PathFactory was previously known as LookBookHQ Inc. before rebranding in May 2018.

Bricata

Series A in 2017
Bricata, Inc. is a cybersecurity company specializing in network security and data protection solutions. Founded in 2014 and based in Columbia, Maryland, Bricata develops a comprehensive platform that integrates network traffic analysis, intrusion detection, and threat hunting. Its offerings include the Bricata ProAccel Appliances, which utilize next-generation intrusion prevention systems, and Bricata ProAccel for Cloud, designed for vulnerability and malware detection. The platform employs a combination of signature inspection, anomaly detection, and machine learning to provide organizations with enhanced visibility into their network traffic and proactive threat hunting capabilities. By enabling security teams to identify and analyze both known and unknown threats, Bricata aims to help businesses in both the public and private sectors effectively defend their networks against advanced cyber threats.

Budderfly

Venture Round in 2017
Budderfly, Inc. is a company based in Shelton, Connecticut, that specializes in energy management systems designed to optimize energy consumption for various facilities, including office buildings, retail stores, schools, healthcare facilities, and restaurants. Established in 2007, Budderfly offers a comprehensive Energy-as-a-Service model that incorporates proprietary energy intelligence software and a range of energy-efficient technology upgrades. This includes the deployment of IoT devices, LED lighting, HVAC controls, and refrigeration systems to monitor and manage energy usage effectively. By implementing these solutions at no upfront cost to clients, Budderfly not only delivers immediate energy expense savings but also ensures ongoing maintenance and updates to prevent obsolescence in energy infrastructure. The company's approach contributes to significant reductions in carbon footprints while enhancing the overall efficiency of energy consumption in client facilities.

Terminus

Series B in 2017
Terminus is the industry’s first account-based marketing platform that enables B2B marketers to target companies, engage decision-makers on their terms, and accelerate sales pipeline velocity at scale

Solovis

Series A in 2017
Solovis, Inc. offers a comprehensive investment management platform designed for institutional investors, including foundations, endowments, pensions, OCIOs, and family offices. Founded in 2013 and headquartered in Irving, Texas, the company specializes in multi-asset class portfolio management, reporting, and analytics. Its cloud-based solutions enable clients to collect and aggregate investment data, analyze portfolio performance, and model future outcomes. The platform facilitates real-time reporting and detailed analysis, providing actionable insights that enhance decision-making processes. By allowing for integration across various portfolios and investment structures, Solovis empowers investors to manage their assets effectively while ensuring transparency and optimizing risk management strategies. As of March 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.

GAN Integrity

Series A in 2017
GAN Integrity Inc. provides cloud-based compliance management software designed for companies worldwide. The platform includes modules for managing policies, training, due diligence, communication, approvals, and investigations. It features a risk assessment tool to identify and respond to potential risks and a policy management system that allows organizations to create, publish, and manage policies in multiple languages, ensuring compliance across various business units and locations. Additionally, the software offers a training management system for creating and assigning online and in-person training, as well as a due diligence module for third-party management that adapts to the company's specific needs. Monitoring and reporting functionalities enable the generation of compliance reports suitable for executives and boards. GAN Integrity also provides a centralized gift approval system, document management, and workflow automation. Established in 2004, the company is headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark.

Zagster

Series B in 2017
Zagster Inc. specializes in designing, building, and operating bike-sharing programs for various entities, including universities, corporate campuses, hotels, and residential communities across North America. Founded in 2007 and headquartered in Cambridge, Massachusetts, the company provides a comprehensive bike-sharing solution that encompasses system design, installation, sharing technology, maintenance, and rider support services. Zagster's mobile application allows users to unlock, ride, and return bikes conveniently, enhancing accessibility to biking as a form of transportation. The company also offers services for shared scooters and electric bikes, catering to communities of all sizes and aiming to promote biking as a preferred mode of transport.

TRACX

Series D in 2017
TRACX is a social media management platform that provides advanced analytics solutions to empower brands and agencies in enhancing revenue and fostering customer relationships. The platform utilizes sophisticated real-time data analytics and relevancy analysis to simplify social media insights, transforming extensive raw data into meaningful conversations with in-depth intelligence on each participant. TRACX offers valuable insights into customer, competitor, and influencer behaviors, facilitating essential marketing intelligence and identifying business opportunities. Its cloud-based solution supports all aspects of social media management, from strategic planning and engagement to comprehensive reporting with ROI capabilities. Additionally, TRACX manages both brand-level and campaign-level activities, optimizing efforts throughout the campaign lifecycle. The company's diverse client base includes notable brands such as Kraft, BMW, Canon, Coca-Cola, and IKEA.

MoneyLion

Series A in 2016
MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, established in 2013. The company provides a comprehensive digital financial solution that includes mobile banking, lending, and investment services. Utilizing analytics and machine learning, MoneyLion offers personalized financial advice and underwriting, enabling users to gain a complete understanding of their personal finances. Its all-in-one mobile banking membership features managed investment accounts, checking accounts, and cashback rewards, fostering good financial habits and encouraging better financial outcomes through a system of rewards and incentives. This approach allows MoneyLion to deliver convenient and low-cost access to financial services tailored to the needs of its customers.

ItemMaster

Series A in 2016
ItemMaster is the leading U.S. solutions provider for creating, managing and serving consumer brands into the rapidly expanding retail and manufacturer e-commerce and digital/mobile media marketplace.

Motionsoft

Venture Round in 2016
Motionsoft, Inc. develops gym management software solutions tailored for fitness clubs, corporate wellness centers, hospital wellness facilities, and university recreation centers. The company's offerings include MoSo Club, a cloud-based platform for payment processing, and MoSo Enterprise, an enterprise-level business management suite that helps users analyze data related to member usage and needs. Additionally, Motionsoft provides various software modules, such as Front Desk Check-In, Kids’ Club for childcare management, smart locker systems, access control solutions, and scheduling software for personal training and other services. These tools are designed to help club professionals automate operations, enhance member engagement, and improve retention rates, ultimately driving financial and operational efficiencies. Founded in 2004 and based in Rockville, Maryland, Motionsoft was previously known as KI Software, Inc. and became a subsidiary of DAXKO LLC in 2020.

PlumChoice

Venture Round in 2016
PlumChoice, Inc. specializes in delivering white-label technical services tailored for cloud and Internet of Things (IoT) companies. Established in 2001 and based in Lowell, Massachusetts, the company provides a comprehensive suite of services designed to address the complex technical needs of both small businesses and individual consumers. These services include 24/7 help desk support, pre-purchase consultations, installation and configuration, product integration, and ongoing usage assistance. By partnering with various brands, including Fortune 1000 companies, PlumChoice enhances customer experiences and fosters brand loyalty through its technical solutions. The company's offerings span the entire customer lifecycle, from initial engagement to problem resolution, ultimately helping partners reduce returns, boost adoption rates, and drive revenue growth. PlumChoice operates as a subsidiary of SquareTrade, Inc.

EVO

Series A in 2016
EVO is an application that provides its users with personalized and realistic wellness improvement experience. EVO, previously Big Cloud Analytics, leads the market in real-time predictive analytics technology for the IoT enabled biometric data. The company was recognized in 2015 by Intel as a Health Innovation Award Finalist and by CIO Review as one of the Top 100 most promising companies in Big Data globally. The company was founded in 2013 and is headquartered in Atlanta, Georgia.

Receptiv

Venture Round in 2016
Receptiv is a mobile video advertising platform that enhances ad performance by connecting brands with receptive users during significant moments. Founded in 2011 as MediaBrix, the company rebranded to Receptiv in March 2017 and is headquartered in New York City. It offers solutions through both programmatic and managed services, focusing on creating contextual brand engagements. Receptiv utilizes its first-party data management platform, Motiv, which leverages insights from 150 million device IDs to combine emotional targeting with audience intelligence. The platform operates across more than 1,300 premium apps, generating 500 million key advertising moments monthly. Receptiv's client roster includes major brands such as Mars, Coca-Cola, and Microsoft. As of May 2018, it functions as a subsidiary of Verve Wireless, Inc., and is recognized for its innovative approach in the digital advertising space.

Axial Networks

Series C in 2016
Axial Networks, Inc. operates an online platform that connects private companies with various capital sources, facilitating financial transactions in the private capital markets. The platform enables users, including entrepreneurs, capital providers, and advisors, to create professional profiles, enhancing their credibility and visibility to potential investors. It offers services for sourcing deals, marketing, and analytics, allowing members to discover growth capital opportunities and form key relationships. Axial supports a diverse range of sectors, including healthcare, real estate, and technology, while providing access to various types of capital such as growth capital, senior debt, and acquisition financing. The platform is designed to streamline the transaction process, helping CEOs identify growth opportunities, allowing capital providers to expand their market coverage, and enabling advisors to connect with ready-to-transact buyers and investors. Founded in 2004 and based in New York, Axial Networks was previously known as Axial Market, Inc. before rebranding in 2010.

PathFactory

Series A in 2016
PathFactory Inc. operates a content marketing automation platform designed to enhance the efficiency of the B2B buying process. Founded in 2012 and based in Toronto, Canada, the company enables marketers to deliver relevant content experiences that guide buyers through their unique journeys. By facilitating the binge consumption of content, PathFactory reduces friction and accelerates the buying process. The platform leverages data insights to optimize content delivery across various channels, allowing marketers to provide hyper-relevant, real-time content recommendations. This approach not only helps in generating qualified leads but also shortens sales cycles and increases marketing's contribution to revenue. PathFactory was previously known as LookBookHQ Inc. before rebranding in May 2018.

Predata

Venture Round in 2016
Predata, Inc. is a predictive analytics company that specializes in political, financial, and market risk intelligence. Founded in 2014 and based in New York, it offers a cloud-based platform that enables clients to analyze and anticipate shifts in online discussions relevant to their interests. The platform utilizes machine learning to assess online activity, providing quantitative measurements of digital concern and predictive indicators for geopolitical risks. Key features include the Predata volatility index, which monitors online conversations to measure political volatility, and customizable signals tailored to specific topics. Additionally, the platform visualizes signals in relation to asset prices and computes correlations, facilitating informed decision-making for its users.

All Traffic Solutions

Series A in 2016
All Traffic Solutions specializes in web-based traffic management technology, focusing on the development of innovative traffic calming signs, including radar speed display signs and variable message signs. These devices are designed to enhance traffic safety and improve operational efficiency while allowing remote management of traffic equipment. With a presence in all 50 states and 15 countries, All Traffic Solutions provides smart yet user-friendly solutions that enable organizations to address complex transportation safety and parking challenges effectively. The company also offers full-time technical support to help clients maximize the effectiveness of their traffic control equipment.

Jornaya

Series B in 2016
Jornaya is a consumer journey insight platform that provides marketers, data analysts, and compliance professionals with a detailed view of the consumer buying process. The platform captures both first- and third-party consumer interactions in real-time across various devices, allowing businesses to engage with consumers at critical moments of intent. By offering unique data, insights, and analytics, Jornaya enables marketers to make informed decisions based on the behaviors and needs of consumers during major life purchases. This capability helps businesses streamline their decision-making processes and enhance their marketing strategies to better align with consumer intent.

VirtualHealth

Series A in 2016
VirtualHealth’s HELIOS solution is the first comprehensive care management platform purpose-built to power the entire ecosystem of value-based care. Utilized by some of the most innovative health plans in the country to manage millions of members, HELIOS streamlines person-centered care with intelligent case and disease management workflows, unmatched data integration, broad-spectrum collaboration, patient engagement, and configurable analytics and reporting. Named the 39th fastest growing company in North America by Deloitte in 2018, VirtualHealth empowers healthcare organizations to achieve enhanced outcomes while maximizing efficiency, improving transparency, and lowering costs. For more information, visit www.virtualhealth.com.

eChalk

Venture Round in 2016
eChalk, Inc. is a New York-based company that develops a cloud-based application tailored for K-12 schools. Its software platform integrates essential components such as school websites, learning management systems, and collaboration tools, facilitating communication among students, parents, and teachers. eChalk's offerings include robust learning management tools, which feature assessment and assignment capabilities, a gradebook, and structured online lessons suited for various classroom models like flipped and blended learning. Additionally, the company provides support services including content migration, design, implementation, and professional learning opportunities for educators and web administrators. Founded in 1999, eChalk aims to streamline school operations and enhance the educational experience through user-friendly technology.

Terminus

Series A in 2016
Terminus is the industry’s first account-based marketing platform that enables B2B marketers to target companies, engage decision-makers on their terms, and accelerate sales pipeline velocity at scale

eSentire

Venture Round in 2016
eSentire is a leading provider of managed detection and response cybersecurity services, dedicated to protecting the critical data and applications of over 1,500 organizations across more than 80 countries and 35 industries. Founded in 2001, the company focuses on hunting, investigating, and neutralizing cyber threats before they disrupt business operations. eSentire combines advanced machine learning technology with round-the-clock threat hunting and experienced security operations leadership to reduce business risks and enhance security measures. The company offers a range of services, including managed risk programs, digital forensics, incident response, and tailored support from dedicated Cyber Risk Advisors and expert threat hunters. By leveraging industry-leading threat intelligence research, eSentire ensures that its clients can secure both their internal and cloud environments effectively.

Solovis

Venture Round in 2016
Solovis, Inc. offers a comprehensive investment management platform designed for institutional investors, including foundations, endowments, pensions, OCIOs, and family offices. Founded in 2013 and headquartered in Irving, Texas, the company specializes in multi-asset class portfolio management, reporting, and analytics. Its cloud-based solutions enable clients to collect and aggregate investment data, analyze portfolio performance, and model future outcomes. The platform facilitates real-time reporting and detailed analysis, providing actionable insights that enhance decision-making processes. By allowing for integration across various portfolios and investment structures, Solovis empowers investors to manage their assets effectively while ensuring transparency and optimizing risk management strategies. As of March 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.

Wyng

Series C in 2015
Wyng Inc. is a marketing platform that enables brands and agencies to create and manage digital, mobile, and social campaigns. Founded in 2005 and based in New York, the company focuses on privacy-first personalization, utilizing a zero-party data API and adhering to privacy-by-design principles. Wyng's platform allows marketers to deliver relevant and compliant customer experiences by providing a user-friendly dashboard that facilitates the configuration and personalization of campaigns across various digital channels. With a library of templates and a drag-and-drop campaign builder, more than 250 brands and enterprises use Wyng to foster direct and trusted relationships with their customers.
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