Edison Partners

Edison Partners, established in 1986, is a New Jersey-based private equity firm specializing in growth equity investments. It focuses on expansion-stage information technology companies, with a particular emphasis on financial technology, healthcare IT, and enterprise software sectors. Edison Partners invests $5-$10 million in companies with revenues ranging from $5-$20 million, typically providing follow-on capital and aiming for a 3-10 year hold period. The firm's approach combines growth capital with operational support, leveraging its extensive investing and operating experience, as well as its Edison Edge platform, to accelerate growth and create value for portfolio companies. Edison Partners has invested in over 170 companies and has a track record of creating significant market value, with its active portfolio exceeding $10 billion in aggregate market value.

Joe Allegra

General Partner

Kelly Ford Buckley

General Partner and COO

Christopher Clark

Operating Partner

Robert Dickey

Principal

Michael Dirla

Vice President

Gary Golding

General Partner

Joseph Gwozdz

Operating Partner

Daniel Herscovici

Partner

Benjamin Laufer

Principal

Ben Laufer

Principal

Jennifer Lee

Partner

Lenard Marcus

General Partner

Mariann McDonagh

Operating Partner

Shelby McKeown

Associate

Gregg Michaelson

General Partner

Casey Myers

Partner, Edison Edge

Jay Naik

Operating Partner

Greg Nicastro

Operating Partner

Patrick O'Keefe

Operating Partner

Felix Rauch

Associate

Brendan Scher

Senior Associate

Sherri Sklar

Operating Partner

Ryan Tognazzini

Operating Partner

Ryan Ziegler

General Partner

Steve Zieja

Principal

Dawn Zier

Operating Partner

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 Group, Inc., established in 2015 and headquartered in Austin, Texas, specializes in developing software solutions for the global transportation industry. Its core business involves creating visibility and risk management tools that enable users to monitor and control shipments in real-time. The company's platform integrates multiple data sources, providing a unified view of all active shipments. It offers features such as automated detection of suspicious activities, temperature monitoring, and alert systems for handling requirements, ensuring cargo arrives safely, undamaged, and on time.

FingerCheck

Private Equity Round in 2024
FingerCheck is a technology company that specializes in providing a comprehensive, cloud-based platform for small businesses to manage their hourly employees more efficiently. The platform offers a suite of customizable tools, including payroll, time tracking, benefits administration, hiring, scheduling, and HR management, all integrated into a single system. This streamlines workflows, reduces administrative burden, and saves time for both employees and employers.

K1x

Series B in 2024
K1x is a financial technology company specializing in software as a service (SaaS) solutions aimed at transforming the investor experience within the capital markets. The company provides the first all-digital K-1 experience, allowing institutional investors and accounting firms to transition from traditional analog processes to a fully digital platform. K1x offers a range of services including implementation, onboarding, custom development, data management, process optimization, and data validation. These services are designed to enhance efficiency, reduce risk, and minimize opportunity costs for its clients. By leveraging its innovative technology, K1x aims to streamline financial processes and improve overall operational effectiveness in the investment landscape.

Seismos

Venture Round in 2024
Seismos is a data analytics company specializing in production optimization through proprietary solutions that enable real-time monitoring of underground fluid flow within reservoirs during production. Unlike conventional seismic technologies, which require months for data acquisition and processing, disrupt production, and incur high costs, Seismos offers a more efficient alternative. The company's cloud-based K-wave technology provides real-time information non-invasively, significantly reducing expenses. Additionally, Seismos develops AI-powered sensing systems that utilize non-invasive acoustic sensing and machine learning to detect and predict anomalies in various markets, including upstream, pipelines, and geothermal sectors. This allows organizations to take immediate data-driven actions.

Solutions By Text

Private Equity Round in 2024
Solutions by Text (SBT), established in 2008, specializes in providing enterprise texting solutions through SMS, emphasizing compliance and trust within the messaging industry. The company serves a diverse clientele, including over 1,500 customers primarily in consumer finance and other regulated sectors. SBT's offerings include real-time messaging tools, pay-by-text services, and API integration, all aimed at enhancing customer interactions and facilitating timely responses. In 2021, the company received a strategic investment from Edison Partners to accelerate its growth as the first FinText provider, with a vision to integrate real-time payments into the SMS channel, thereby optimizing the payment experience for both clients and their customers.

Necto

Seed Round in 2023
Necto is a technology company that operates a secure API aggregator platform, designed to modernize global treasury operations. Its core product is a multi-bank premium API aggregator, which normalizes and standardizes banking data, providing clients with a comprehensive, real-time view of their cash management positions and enabling them to manage and initiate payments efficiently.

Take Command

Series B in 2023
Take Command Health is a health insurance software provider that focuses on assisting small businesses and independent professionals in managing their health insurance needs. The company offers an innovative platform that allows small employers to reimburse employees tax-free for health insurance and medical expenses through a small business health reimbursement arrangement. By providing unbiased health plan recommendations and utilizing advanced plan choice software, Take Command Health empowers employers and employees to make informed decisions regarding health insurance. The company aims to simplify the health insurance process for small businesses while enhancing the overall experience for consumers.

Overhaul

Venture Round in 2023
Overhaul Group, Inc., established in 2015 and headquartered in Austin, Texas, specializes in developing software solutions for the global transportation industry. Its core business involves creating visibility and risk management tools that enable users to monitor and control shipments in real-time. The company's platform integrates multiple data sources, providing a unified view of all active shipments. It offers features such as automated detection of suspicious activities, temperature monitoring, and alert systems for handling requirements, ensuring cargo arrives safely, undamaged, and on time.

Get Spiffy

Series C in 2023
Get Spiffy, Inc. is a mobile service company based in Durham, North Carolina, that specializes in on-demand car washing, detailing, nano-ceramic coating, and oil change services. Founded in 2014, the company utilizes a smartphone application that facilitates both communication and payment for its services. Get Spiffy emphasizes environmental responsibility, ensuring that all car washes are eco-friendly. Through its innovative approach, the company aims to provide convenient and efficient automotive care to customers in the Triangle area and beyond.

RapidDeploy

Series C in 2023
RapidDeploy, Inc. is a technology company based in Austin, Texas, that specializes in developing a cloud-based call-taking and computer-aided dispatch (CAD) platform for public safety agencies. Founded in 2014, the company focuses on enhancing emergency response efficiency and situational awareness through its Next Generation 911 solutions. RapidDeploy's platform integrates various critical datasets, mobile signals, and call information, providing a unified operating system that enables better decision-making for first responders. Key features of its software include vehicle and responder tracking, mobile workforce management, route optimization, and lifecycle management. By streamlining emergency dispatch processes and ensuring that vital information is readily available, RapidDeploy aims to improve public safety outcomes and ultimately save lives.

MacroFab

Series C in 2023
MacroFab is an electronics manufacturing platform that specializes in custom-manufactured printed circuit board assemblies (PCBAs) through its network of North American factories. The company offers a user-friendly platform that simplifies the process of integrating electronics and sub-assemblies into complete system builds, catering to hardware technology companies of all sizes. By providing services that span from initial product development and engineering to supply chain management, MacroFab enables efficient prototyping and manufacturing at any scale. Its technology enhances transparency and traceability, allowing teams to adapt to changing conditions by integrating design data, obtaining early risk feedback, and managing production effectively. This streamlined approach helps companies bring products to market quickly while minimizing upfront costs and complexity.

K1x

Venture Round in 2022
K1x is a financial technology company specializing in software as a service (SaaS) solutions aimed at transforming the investor experience within the capital markets. The company provides the first all-digital K-1 experience, allowing institutional investors and accounting firms to transition from traditional analog processes to a fully digital platform. K1x offers a range of services including implementation, onboarding, custom development, data management, process optimization, and data validation. These services are designed to enhance efficiency, reduce risk, and minimize opportunity costs for its clients. By leveraging its innovative technology, K1x aims to streamline financial processes and improve overall operational effectiveness in the investment landscape.

Field Effect Software

Venture Round in 2022
Field Effect Software specializes in cybersecurity solutions designed to protect businesses from cyber threats of all sizes. The company develops network application software and low-level systems that help organizations identify vulnerabilities, measure their threat surfaces, and respond effectively to incidents. Their offerings include managed cybersecurity services, secure IT operations, and forensic analysis, all aimed at providing resilient and integrated security solutions. Field Effect's approach simplifies the complexities of cybersecurity, empowering users across various technical backgrounds to confidently navigate potential threats without disruption. The company's focus is on consolidating technology to enhance clarity and effectiveness in cybersecurity management.

Lokavant

Series A in 2022
Lokavant is an information technology company specializing in clinical trial intelligence. It provides real-time monitoring and anticipatory analytics to enhance the management of clinical trials. By leveraging advanced analytics and visualization techniques, Lokavant aims to facilitate rigorous analysis and proactive risk management, thereby simplifying the monitoring process for clinical trials. The company integrates artificial intelligence and human insights to deliver risk alerts and real-time visualizations, ensuring that stakeholders can make informed decisions throughout the trial lifecycle.

SPHERE

Series B in 2022
Sphere Technology Solutions is a cybersecurity company that specializes in enhancing data governance, security, and compliance for businesses. Founded in 2009 and headquartered in Hoboken, New Jersey, the company offers a comprehensive software and service solution designed to provide actionable intelligence and remediation capabilities. Sphere's approach focuses on securing sensitive data and establishing governance frameworks to control system and asset access. The company is also developing its managed service operations, featuring its automation platform, SPHEREboard, and the SPHEREsoftserve solution, which integrates automation with expert support to streamline processes and improve outcomes. By combining technology and specialized expertise, Sphere Technology Solutions enables organizations to meet regulatory requirements and enhance their overall security posture.

Gohenry

Series B in 2022
Gohenry is a UK-based fintech company that provides a pre-paid card and accompanying mobile app, designed to help children aged 6 to 18 learn about money management in a safe, controlled environment. Parents can set up regular pocket money transfers, allocate funds based on completed chores, and monitor spending in real-time. The platform offers parental controls such as setting spending limits, restricting card usage to specific locations, and blocking/unblocking the card instantly. It also includes budgeting tools for children to set savings goals and track spending.

Field Effect Software

Series A in 2022
Field Effect Software specializes in cybersecurity solutions designed to protect businesses from cyber threats of all sizes. The company develops network application software and low-level systems that help organizations identify vulnerabilities, measure their threat surfaces, and respond effectively to incidents. Their offerings include managed cybersecurity services, secure IT operations, and forensic analysis, all aimed at providing resilient and integrated security solutions. Field Effect's approach simplifies the complexities of cybersecurity, empowering users across various technical backgrounds to confidently navigate potential threats without disruption. The company's focus is on consolidating technology to enhance clarity and effectiveness in cybersecurity management.

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. is a performance management platform that aims to enhance employee engagement, performance, and retention within organizations. Founded in 2011 and headquartered in San Francisco, with additional offices in Raleigh and New York, the company provides a suite of tools designed to facilitate continuous feedback and coaching. Its offerings include employee appreciation software, one-on-one meeting agendas, and a comprehensive 360° performance review system. The platform also features metrics and trends tracking, custom report generation, and integration with popular communication tools. With a focus on data-driven insights and human-centered principles, 15Five enables HR leaders and managers to foster a culture of ongoing feedback and development. The platform is utilized by over 3,500 organizations globally, including notable companies like Credit Karma and HubSpot.

Capital Rx

Series C in 2022
Capital Rx, Inc. is a health technology company based in New York that serves as a pharmacy benefit manager, specializing in the administration of self-insured prescription benefit plans for employers, unions, and government entities. Founded in 2017, Capital Rx aims to redefine the pricing and administration of prescriptions in the United States through its innovative Clearinghouse Model, which enhances the transparency of the pharmacy supply chain and reduces costs for employer groups. The company's enterprise platform integrates various components of the pharmacy ecosystem, improving administrative workflows and clinical oversight while facilitating better coordination between patients and healthcare providers. By focusing on actionable strategies that enhance plan performance and patient outcomes, Capital Rx seeks to advance healthcare infrastructure and elevate the standards of clinical care.

PillSorted

Seed Round in 2022
PillSorted is a company that specializes in personalized pharmacy services, focusing on the efficient dispensing and delivery of medications. It caters particularly to patients with multiple repeat prescriptions, providing a structured approach that includes regular appointments with healthcare professionals and proactive management of prescriptions. By ensuring timely delivery of medicines directly to patients' doorsteps, PillSorted aims to enhance the overall experience of digital pharmacy care, setting a new standard in the industry. The company's innovative model seeks to simplify medication management for patients, ultimately improving adherence and health outcomes.

Kaiyo

Series B in 2022
Kaiyo is an online marketplace dedicated to the sale of pre-owned furniture with an emphasis on sustainability. The company sources high-quality, branded furniture from local owners, handling the entire process of inspection, cleaning, and delivery. By offering curated selections, Kaiyo makes it easier for consumers to access beautiful, affordable furniture while promoting environmentally responsible practices. Customers can filter their searches by various criteria, including price, condition, dimensions, and brand, ensuring a tailored shopping experience. Kaiyo's mission centers on making stylish furniture accessible to all while contributing positively to the planet.

Get Spiffy

Series B in 2022
Get Spiffy, Inc. is a mobile service company based in Durham, North Carolina, that specializes in on-demand car washing, detailing, nano-ceramic coating, and oil change services. Founded in 2014, the company utilizes a smartphone application that facilitates both communication and payment for its services. Get Spiffy emphasizes environmental responsibility, ensuring that all car washes are eco-friendly. Through its innovative approach, the company aims to provide convenient and efficient automotive care to customers in the Triangle area and beyond.

Slingshot Aerospace

Series A in 2022
Slingshot Aerospace, Inc. is a technology company that develops online tools and platforms to provide geospatial information for the aerospace and defense industries. With its suite of platforms, including Slingshot Earth, Slingshot Orbital, Slingshot Edge, and Slingshot Imagery, the company integrates data streams from various sources, such as satellites, drones, and ground-based sensors, to deliver critical insights that enhance decision-making for its clients. Operating from its headquarters in El Segundo, California, and an additional office in Austin, Texas, Slingshot Aerospace serves a diverse range of sectors, including energy, aerospace, insurance, military, government, engineering services, and emergency management. The company's mission is to empower both government and commercial space organizations by providing simulation and analytics solutions that improve mission success and ensure safe, reliable operations in complex environments.

Houwzer

Series B in 2022
Houwzer, LLC is a real estate brokerage and home services company based in Philadelphia, Pennsylvania, with additional offices in Washington, D.C., Baltimore, Maryland, and Haddonfield, New Jersey. Founded in 2014, Houwzer offers a comprehensive suite of services for buying and selling homes, including communication tools, industry insights, and transaction management. The company employs salaried agents and mortgage advisors, allowing them to focus on client service rather than commission-driven sales. This innovative model has enabled Houwzer to provide a streamlined, end-to-end platform for home transactions, enhancing the overall customer experience. With a strong emphasis on service quality, Houwzer boasts an industry-leading Net Promoter Score of 84 and an impressive average rating of 4.9 out of 5 stars from numerous client reviews. Since its inception, Houwzer has facilitated the buying and selling of thousands of homes valued at over $1 billion, delivering significant savings for home sellers on the East Coast.

Solutions By Text

Private Equity Round in 2021
Solutions by Text (SBT), established in 2008, specializes in providing enterprise texting solutions through SMS, emphasizing compliance and trust within the messaging industry. The company serves a diverse clientele, including over 1,500 customers primarily in consumer finance and other regulated sectors. SBT's offerings include real-time messaging tools, pay-by-text services, and API integration, all aimed at enhancing customer interactions and facilitating timely responses. In 2021, the company received a strategic investment from Edison Partners to accelerate its growth as the first FinText provider, with a vision to integrate real-time payments into the SMS channel, thereby optimizing the payment experience for both clients and their customers.

Fund That Flip

Series B in 2021
Fund That Flip, Inc. is an online investment platform specializing in short-term loans for residential real estate redevelopment projects. Founded in 2014 and headquartered in New York City, with additional offices in Cleveland, Ohio, the company connects accredited investors with real estate redevelopers by underwriting and originating projects. Fund That Flip focuses on facilitating investments in borrower-dependent notes, allowing investors to participate in the residential rehab loan market. The platform aims to generate passive wealth for peer-to-peer lenders while contributing to community restoration efforts across the United States through its network of experienced redevelopers. Fund That Flip has been recognized for its rapid growth, earning a spot on the 2019 Inc. 500 list of the nation's fastest-growing private companies.

Dash Solutions

Private Equity Round in 2021
Dash Solutions is a company that specializes in prepaid technology, offering innovative solutions for payroll, purchasing, rewards, and specialty payments. Founded in 1998 in Birmingham, Alabama, by veterans of the banking industry, Dash Solutions leverages extensive banking relationships and expertise in payment systems to create efficient payment programs for banks and businesses. Their platform is designed to streamline financial processes, allowing clients to save time, control costs, and mitigate risks through various payment options, including payroll cards, purchasing cards, and reward card programs. The company aims to shape the future of business payments by integrating advanced technology with traditional banking practices.

Nuula

Venture Round in 2021
Nuula is a digital platform designed to support small and mid-sized businesses by providing essential financial tools and access to capital. The application integrates with various cloud accounting platforms, business bank accounts, and commerce systems, allowing users to effortlessly monitor critical business metrics such as cash flow, credit scores, sales, and customer trends. This real-time data helps business owners identify financial issues or reputational concerns promptly, ensuring they can take necessary actions. Additionally, Nuula offers financing options through customized underwriting and proprietary algorithms, enabling businesses to secure loans and merchant cash advances to meet their financial needs efficiently. Overall, Nuula empowers small enterprises by streamlining financial management and facilitating access to vital resources.

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 Group, Inc., established in 2015 and headquartered in Austin, Texas, specializes in developing software solutions for the global transportation industry. Its core business involves creating visibility and risk management tools that enable users to monitor and control shipments in real-time. The company's platform integrates multiple data sources, providing a unified view of all active shipments. It offers features such as automated detection of suspicious activities, temperature monitoring, and alert systems for handling requirements, ensuring cargo arrives safely, undamaged, and on time.

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, cycling gear, and accessories. Founded in 2006 by Nick Martin, the company operates a web-based marketplace that facilitates the buying and selling of premium pre-owned bicycles and cycling products. It caters to a diverse clientele, including athletes, teams, and independent bike dealers, providing services such as pickups and expert consultations. The Pro's Closet aims to promote sustainability in cycling by giving new life to quality products and helping customers find both popular and niche items in the cycling community.

MacroFab

Series B in 2021
MacroFab is an electronics manufacturing platform that specializes in custom-manufactured printed circuit board assemblies (PCBAs) through its network of North American factories. The company offers a user-friendly platform that simplifies the process of integrating electronics and sub-assemblies into complete system builds, catering to hardware technology companies of all sizes. By providing services that span from initial product development and engineering to supply chain management, MacroFab enables efficient prototyping and manufacturing at any scale. Its technology enhances transparency and traceability, allowing teams to adapt to changing conditions by integrating design data, obtaining early risk feedback, and managing production effectively. This streamlined approach helps companies bring products to market quickly while minimizing upfront costs and complexity.

Health Recovery Solutions

Series C in 2021
Health Recovery Solutions, Inc. is a telehealth company that specializes in developing a cloud-based platform designed to enhance patient engagement and streamline clinician workflows. Founded in 2012 and based in Hoboken, New Jersey, the company offers a comprehensive patient engagement platform aimed at reducing hospital readmissions for conditions such as congestive heart failure, heart attack, pneumonia, diabetes, and COPD. The platform includes interactive 4G tablets customized with medication information, reminders, educational videos, and dietary guidance, along with integrated monitoring devices like oximeters and blood pressure monitors. By facilitating better communication and coordination among patients, caregivers, and healthcare providers, Health Recovery Solutions aims to improve clinical outcomes and optimize care delivery, ultimately preventing unnecessary readmissions and boosting patient satisfaction.

Terminus

Series C in 2021
Founded in 2014 and headquartered in Atlanta, Terminus is a pioneering company in account-based marketing. Its platform allows B2B marketers to effectively target companies and engage decision-makers through tailored digital advertising campaigns. By utilizing data from customer relationship management systems, Terminus enables marketers to run comprehensive marketing initiatives that enhance collaboration between sales and marketing teams, ultimately improving close rates and accelerating pipeline velocity. The platform is already employed by notable brands such as Dun & Bradstreet, SalesLoft, and Influitive, showcasing its effectiveness in driving success in account-based marketing strategies.

Capital Rx

Series B in 2021
Capital Rx, Inc. is a health technology company based in New York that serves as a pharmacy benefit manager, specializing in the administration of self-insured prescription benefit plans for employers, unions, and government entities. Founded in 2017, Capital Rx aims to redefine the pricing and administration of prescriptions in the United States through its innovative Clearinghouse Model, which enhances the transparency of the pharmacy supply chain and reduces costs for employer groups. The company's enterprise platform integrates various components of the pharmacy ecosystem, improving administrative workflows and clinical oversight while facilitating better coordination between patients and healthcare providers. By focusing on actionable strategies that enhance plan performance and patient outcomes, Capital Rx seeks to advance healthcare infrastructure and elevate the standards of clinical care.

Gohenry

Venture Round in 2020
Gohenry is a UK-based fintech company that provides a pre-paid card and accompanying mobile app, designed to help children aged 6 to 18 learn about money management in a safe, controlled environment. Parents can set up regular pocket money transfers, allocate funds based on completed chores, and monitor spending in real-time. The platform offers parental controls such as setting spending limits, restricting card usage to specific locations, and blocking/unblocking the card instantly. It also includes budgeting tools for children to set savings goals and track spending.

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, cycling gear, and accessories. Founded in 2006 by Nick Martin, the company operates a web-based marketplace that facilitates the buying and selling of premium pre-owned bicycles and cycling products. It caters to a diverse clientele, including athletes, teams, and independent bike dealers, providing services such as pickups and expert consultations. The Pro's Closet aims to promote sustainability in cycling by giving new life to quality products and helping customers find both popular and niche items in the cycling community.

NS8

Series A in 2020
NS8 Inc. is a fraud prevention and user experience protection company that offers a comprehensive platform designed to help online businesses minimize risk. Founded in 2016 and headquartered in Las Vegas, Nevada, with additional offices in Miami Beach and Amsterdam, NS8 utilizes machine learning, behavioral analytics, and real-time scoring to provide actionable insights into transaction quality and trustworthiness. Its platform enables users to monitor and analyze potential fraud, detect bot activity, and segment hidden sessions, thereby enhancing understanding of effective traffic sources. The technology allows businesses to automate their fraud management workflows, tailoring them to specific needs, while also providing consumer metrics for personalized content and sales techniques. In October 2020, NS8 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, specializing in the development of lightweight electric vehicles designed for eco-friendly transportation. Founded in 2012, the company focuses on enhancing the cycling experience through innovative technology. Its flagship product, the Copenhagen Wheel, integrates an online platform that provides valuable data related to cycling safety and wellness. The Copenhagen Wheel is now in mass production and is sold through various retailers and online channels. The company's bikes are equipped with advanced vehicle intelligence that can detect potential malfunctions, assess issues, and implement appropriate responses to prevent damage and ensure rider safety, thereby promoting a comfortable cycling experience.

Bodhala

Series A in 2020
Bodhala, Inc. is a technology company that specializes in developing an artificial intelligence-based legal platform aimed at optimizing corporate legal spending. Founded in 2013 and headquartered in New York, with an additional office in Ann Arbor, Michigan, Bodhala employs data science and machine learning to provide actionable insights into legal expenditures. Its platform features proprietary benchmarking metrics and rate review algorithms, which deliver detailed analysis of legal services to enhance transparency and efficiency. Users benefit from an on-demand dashboard that facilitates the interpretation of legal data, enabling organizations to make informed and cost-effective decisions regarding their choice of legal service providers. By streamlining legal processes and offering affordable counsel options, Bodhala aims to improve operational efficiency and reduce overall legal costs for its clients.

Overhaul

Venture Round in 2020
Overhaul Group, Inc., established in 2015 and headquartered in Austin, Texas, specializes in developing software solutions for the global transportation industry. Its core business involves creating visibility and risk management tools that enable users to monitor and control shipments in real-time. The company's platform integrates multiple data sources, providing a unified view of all active shipments. It offers features such as automated detection of suspicious activities, temperature monitoring, and alert systems for handling requirements, ensuring cargo arrives safely, undamaged, and on time.

Houwzer

Series A in 2020
Houwzer, LLC is a real estate brokerage and home services company based in Philadelphia, Pennsylvania, with additional offices in Washington, D.C., Baltimore, Maryland, and Haddonfield, New Jersey. Founded in 2014, Houwzer offers a comprehensive suite of services for buying and selling homes, including communication tools, industry insights, and transaction management. The company employs salaried agents and mortgage advisors, allowing them to focus on client service rather than commission-driven sales. This innovative model has enabled Houwzer to provide a streamlined, end-to-end platform for home transactions, enhancing the overall customer experience. With a strong emphasis on service quality, Houwzer boasts an industry-leading Net Promoter Score of 84 and an impressive average rating of 4.9 out of 5 stars from numerous client reviews. Since its inception, Houwzer has facilitated the buying and selling of thousands of homes valued at over $1 billion, delivering significant savings for home sellers on the East Coast.

Ringmaster

Series A in 2020
Ringmaster Technologies, Inc., established in 2018 and based in Overland Park, Kansas, specializes in cloud-based healthcare software for automated workflow optimization. Its core product, The RMT Platform, integrates with existing systems, enhancing administrative capabilities through smart contracts, data analytics, and customizable forms and workflows. Additionally, it offers Quote-LinQ, an advanced data analytics system that automates and centralizes manual processes in real-time. Ringmaster serves various clients in the healthcare industry, including buy-side and sell-side customers, brokers, and consultants.

LawnStarter

Venture Round in 2019
LawnStarter, Inc. is an online marketplace based in Austin, Texas, that connects consumers with lawn care professionals for a range of lawn maintenance and outdoor services. Founded in 2013, the company provides essential services such as lawn mowing, edging, and blowing, as well as specialty offerings like fertilization, aeration, over seeding, and leaf removal. LawnStarter enhances the customer experience by offering instant quotes and scheduling options through its platform, which utilizes geolocation algorithms to optimize route density for service providers, thereby increasing their efficiency and profitability. The company operates across multiple states, including Florida, Georgia, Maryland, Minnesota, Missouri, North Carolina, Tennessee, Texas, Virginia, and the District of Columbia.

Anonos

Venture Round in 2019
Anonos Inc. is a software company specializing in data risk management, security, and privacy solutions. Founded in 2012 and headquartered in New York, with additional offices in Boulder and London, Anonos has developed its patented BigPrivacy technology. This innovative platform creates re-linkable non-identifying data, known as Variant Twins, which facilitate lawful analytics, artificial intelligence, machine learning, and data sharing across various sectors, including finance, IoT, and pharmaceuticals. The technology ensures that data can be used accurately and securely, even in untrusted environments, while adhering to multi-level privacy and security controls. As a result, organizations can leverage valuable insights from data without compromising privacy or security, allowing data-driven initiatives to progress swiftly and effectively.

Emplify

Series B in 2019
Emplify, established in 2010 and headquartered in Fishers, Indiana, specializes in employee engagement measurement. It offers a platform that enables executives to gather, analyze, and act on employee feedback, transforming data insights into tangible actions. The platform combines survey insights, employee communication, performance enhancement, and strategic consulting, all informed by science and psychometrics. Emplify serves businesses aiming to improve employee engagement and drive organizational success.

Health Recovery Solutions

Venture Round in 2019
Health Recovery Solutions, Inc. is a telehealth company that specializes in developing a cloud-based platform designed to enhance patient engagement and streamline clinician workflows. Founded in 2012 and based in Hoboken, New Jersey, the company offers a comprehensive patient engagement platform aimed at reducing hospital readmissions for conditions such as congestive heart failure, heart attack, pneumonia, diabetes, and COPD. The platform includes interactive 4G tablets customized with medication information, reminders, educational videos, and dietary guidance, along with integrated monitoring devices like oximeters and blood pressure monitors. By facilitating better communication and coordination among patients, caregivers, and healthcare providers, Health Recovery Solutions aims to improve clinical outcomes and optimize care delivery, ultimately preventing unnecessary readmissions and boosting patient satisfaction.

Gambling.com

Venture Round in 2019
Gambling.com Group Limited is a prominent performance marketing company specializing in the online gambling sector. It focuses primarily on online casino, sports betting, and fantasy sports, providing digital marketing services to optimize user engagement. The company generates revenue by directing online gamblers to various gambling operators through its extensive network of branded websites, including Gambling.com and Bookies.com. With a workforce of over 140 employees, Gambling.com operates from offices in Ireland, the United States, and Malta, leveraging its proprietary technology platform to enhance its marketing capabilities and maintain a competitive edge in the industry.

Fund That Flip

Series A in 2019
Fund That Flip, Inc. is an online investment platform specializing in short-term loans for residential real estate redevelopment projects. Founded in 2014 and headquartered in New York City, with additional offices in Cleveland, Ohio, the company connects accredited investors with real estate redevelopers by underwriting and originating projects. Fund That Flip focuses on facilitating investments in borrower-dependent notes, allowing investors to participate in the residential rehab loan market. The platform aims to generate passive wealth for peer-to-peer lenders while contributing to community restoration efforts across the United States through its network of experienced redevelopers. Fund That Flip has been recognized for its rapid growth, earning a spot on the 2019 Inc. 500 list of the nation's fastest-growing private companies.

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, incorporated in 2013. The company provides an all-in-one mobile banking solution that includes services for banking, lending, and investment. Utilizing analytics and machine learning technology, MoneyLion offers personalized financial advice and streamlined underwriting by gaining a comprehensive view of users' finances. Its platform encourages positive financial behaviors through a built-in rewards system that promotes better financial outcomes. By delivering convenient and low-cost access to various financial services, MoneyLion aims to empower individuals to take control of their financial well-being through its innovative digital platform.

Capital Rx

Series A in 2019
Capital Rx, Inc. is a health technology company based in New York that serves as a pharmacy benefit manager, specializing in the administration of self-insured prescription benefit plans for employers, unions, and government entities. Founded in 2017, Capital Rx aims to redefine the pricing and administration of prescriptions in the United States through its innovative Clearinghouse Model, which enhances the transparency of the pharmacy supply chain and reduces costs for employer groups. The company's enterprise platform integrates various components of the pharmacy ecosystem, improving administrative workflows and clinical oversight while facilitating better coordination between patients and healthcare providers. By focusing on actionable strategies that enhance plan performance and patient outcomes, Capital Rx seeks to advance healthcare infrastructure and elevate the standards of clinical care.

VirtualHealth

Series B in 2019
VirtualHealth is a developer of a cloud-based population health and care management platform designed to facilitate integrated value-based care. Its flagship solution, HELIOS, is a comprehensive care management platform that supports the entire ecosystem of value-based care. The platform offers a range of tools for person-centered case management, disease management, and utilization management, while also enhancing interdisciplinary collaboration and patient engagement. With robust data integration and configurable analytics, VirtualHealth enables healthcare organizations to improve transparency, achieve better outcomes, and reduce costs. The company's innovative approach has attracted the attention of leading health plans across the country, positioning it as a key player in the healthcare technology sector.

Motionsoft

Venture Round in 2019
Motionsoft, Inc. is a developer of gym management software solutions, offering a range of products tailored for fitness clubs, corporate wellness facilities, hospital wellness centers, and university recreation centers. The company’s flagship offerings include MoSo Club, a cloud-based platform for payment processing, and MoSo Enterprise, an enterprise management suite designed to help users analyze data for informed decision-making. Motionsoft provides various software modules such as Front Desk Check-In for member engagement, Kids’ Club for childcare management, smart locker management, access control solutions, and scheduling software for training services. Additionally, its offerings include membership management, mobile applications, and point of sale systems, enabling clients to streamline operations and enhance member acquisition and retention. 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 based in Carlstadt, New Jersey, that specializes in apparel manufacturing and supply chain management software. Founded in 2015, the company offers The Suuchi GRID, a platform designed to digitize and streamline the entire supply chain for clothing brands, retailers, and factories. This software enhances transparency from design to manufacturing and distribution, facilitating effective communication and collaboration among all parties involved. By eliminating delays associated with disjointed communication, Suuchi GRID enables businesses to make data-driven decisions, improving speed-to-market and overall efficiency. As a woman-owned and predominantly women-operated enterprise, Suuchi aims to set a new standard in supply chain solutions with its innovative, mobile-first approach.

Northpass

Series A in 2019
Northpass, Inc. is a cloud-based learning management system designed to facilitate training for teams, customers, and partners on various brand-related topics, products, and best practices. Founded in 2013 and based in Parsippany, New Jersey, Northpass enables organizations to create and deliver engaging online training content without requiring e-learning expertise. The platform incorporates tools for course creation, learner engagement, and real-time data reporting, allowing businesses to efficiently train their employees, customers, and channel partners through a single solution. This approach not only enhances the learning experience but also helps organizations integrate and scale their training initiatives across distributed workforces, thereby improving overall business outcomes. Formerly known as Schoolkeep, Inc., the company rebranded to Northpass in January 2018.

Kinetiq

Venture Round in 2019
Kinetiq operates as a TV viewership data aggregator, focusing on providing actionable insights related to audience engagement with television advertisements. By leveraging a global TV intelligence network, Kinetiq identifies brand mentions and measures audience exposure to various brands. The company also creates custom sponsorship reports and assists in determining sponsorship budgets, thereby enabling businesses to optimize their television presence and investments. Through its innovative approach to TV data and analytics, Kinetiq aims to enhance understanding of audience behavior and improve the effectiveness of marketing strategies across paid, earned, and sponsorship channels.

NS8

Series B in 2019
NS8 Inc. is a fraud prevention and user experience protection company that offers a comprehensive platform designed to help online businesses minimize risk. Founded in 2016 and headquartered in Las Vegas, Nevada, with additional offices in Miami Beach and Amsterdam, NS8 utilizes machine learning, behavioral analytics, and real-time scoring to provide actionable insights into transaction quality and trustworthiness. Its platform enables users to monitor and analyze potential fraud, detect bot activity, and segment hidden sessions, thereby enhancing understanding of effective traffic sources. The technology allows businesses to automate their fraud management workflows, tailoring them to specific needs, while also providing consumer metrics for personalized content and sales techniques. In October 2020, NS8 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 (MDR) cybersecurity services, established in 2001. The company specializes in protecting the critical data and applications of over 1,500 organizations across more than 80 countries and 35 industries from various cyber threats. eSentire's mission is to proactively hunt, investigate, and mitigate cyber threats before they disrupt business operations. The company employs advanced machine learning technology and offers 24/7 threat hunting, along with access to expert Cyber Risk Advisors and elite Threat Hunters. Additionally, eSentire provides managed risk programs, digital forensics, and incident response services, ensuring that organizations can effectively secure their internal and cloud environments against potential cyber incidents.

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, founded in 2012 and based in New York, develops a research management software solution tailored for financial organizations and professional investors. The company's platform automates and simplifies research processes by combining centralized record-keeping with powerful process management and data integrations. This enhances analyst productivity, ensures compliance, and improves research outcomes. Bipsync serves clients across the investment management industry, from small startup hedge funds to large international multi-strategy funds, providing deployment and support services to meet their compliant data management needs. The company employs modern technologies, agile processes, and user-centered design to drive efficiency and better decision-making for its customers.

GAN Integrity

Series B in 2019
GAN Integrity Inc. is a technology company that specializes in cloud-based compliance management software, designed to help organizations worldwide enhance their ethical practices and streamline compliance processes. Established in 2004 and headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark, the company offers a comprehensive suite of tools for managing compliance programs. Its software includes modules for risk assessment, policy management, training management, due diligence, and monitoring and reporting. These features enable companies to effectively manage policies, conduct thorough risk assessments, deliver training in multiple languages, and generate accurate compliance reports. Furthermore, GAN Integrity's platform supports workflow automation and centralized approval processes, simplifying tasks such as gift approvals and document management. By engaging employees and stakeholders in ethical business practices, GAN Integrity aims to transform compliance efforts, reduce corporate risk, and increase operational efficiency.

ExecVision

Series A in 2018
ExecVision Inc. operates a conversation intelligence platform tailored for coaching, specifically designed to help organizations enhance the performance of customer-facing representatives. Founded in 2005 and headquartered in Arlington, Virginia, the company analyzes customer conversations to extract actionable insights, leveraging artificial intelligence to identify key moments that may go unnoticed due to time constraints. This analytical capability allows ExecVision to differentiate top performers from others by interpreting conversation outcomes and trends. Additionally, through its brand Vorsight, ExecVision offers sales effectiveness training and consulting services, focusing on tactical sales, prospecting training, and inside sales consulting for B2B sales teams. With a combination of advanced software and specialized training expertise, ExecVision aims to empower organizations to coach teams efficiently at scale, ultimately driving revenue growth and informed decision-making.

Giant Oak

Venture Round in 2018
Giant Oak, Inc. is a data analytics software company based in Arlington, Virginia, founded in 2012. The company specializes in developing tools that analyze extensive datasets to enhance security across various domains, including financial threats, crime, and terrorism. It integrates behavioral science and computer science to create advanced solutions for screening and continuous vetting. Notable products include Giant Oak Search Technology (GOST), which enables analysts to conduct deep web searches to uncover hidden activities and individuals, and Social Locator, a tool for law enforcement that identifies and tracks persons of interest based on behavioral patterns. Giant Oak serves a diverse clientele, including government agencies and financial institutions, assisting them in compliance, reducing false negatives, and improving data confidence in their security measures.

Sigstr

Venture Round in 2018
Sigstr, founded in 2015 and headquartered in Indianapolis, Indiana, develops a cloud-based email signature marketing application. Its platform enables marketers to transform billions of one-to-one emails sent annually into powerful brand engagements by targeting top contacts and accounts with relevant ads within these communications. Sigstr integrates with leading CRMs, MAPs, and marketing technologies, helping companies maximize the potential of their employee email as a branding channel. Notable clients include AT&T, Amazon, SendGrid, Terminus, and Yext. As of December 2019, Sigstr operates as a subsidiary of Terminus Software, LLC.

Emplify

Venture Round in 2018
Emplify, established in 2010 and headquartered in Fishers, Indiana, specializes in employee engagement measurement. It offers a platform that enables executives to gather, analyze, and act on employee feedback, transforming data insights into tangible actions. The platform combines survey insights, employee communication, performance enhancement, and strategic consulting, all informed by science and psychometrics. Emplify serves businesses aiming to improve employee engagement and drive organizational success.

Bindplane

Series B in 2018
Blue Medora Inc. is a software solutions provider based in Grand Rapids, Michigan, specializing in enhancing the visibility of cloud system management and application performance management. Founded in 2007, the company develops a range of product extensions for major platforms such as VMware vRealize Operations, Oracle Enterprise Manager, and IBM Tivoli Monitoring. Its offerings include management solutions that integrate with various databases and applications, such as Oracle, SAP HANA, Microsoft SQL Server, and NetApp Storage. Blue Medora's solutions facilitate the monitoring and troubleshooting of IT environments, providing analytics and capacity planning capabilities. The company also addresses limitations in traditional IT monitoring through its BindPlane service, which connects performance data across diverse sources. Blue Medora distributes its products through resellers and has established strategic partnerships with VMware, Oracle, and IBM to enhance its service offerings.

Bento for Business

Series B in 2018
Bento for Business is a fintech company based in San Francisco and Chicago, dedicated to providing small and medium-sized businesses (SMBs) with a comprehensive financial operating platform. The company's mission is to empower SMBs to achieve their vision by offering tools that enhance employee empowerment and customer value. Bento's platform enables businesses to issue payment credentials securely, giving them unprecedented control and visibility over company expenses through virtual and corporate cards, along with feature-rich management tools. These solutions help eliminate fraud and reduce administrative overhead. The company also offers open APIs and White Label partnerships to automate payments beyond just employee expenses. Led by experienced executives from top-tier technology and financial services companies, Bento is well-funded by leading financial technology venture capitalists.

MoneyLion

Series B in 2018
MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, incorporated in 2013. The company provides an all-in-one mobile banking solution that includes services for banking, lending, and investment. Utilizing analytics and machine learning technology, MoneyLion offers personalized financial advice and streamlined underwriting by gaining a comprehensive view of users' finances. Its platform encourages positive financial behaviors through a built-in rewards system that promotes better financial outcomes. By delivering convenient and low-cost access to various financial services, MoneyLion aims to empower individuals to take control of their financial well-being through its innovative digital platform.

VirtualHealth

Series B in 2017
VirtualHealth is a developer of a cloud-based population health and care management platform designed to facilitate integrated value-based care. Its flagship solution, HELIOS, is a comprehensive care management platform that supports the entire ecosystem of value-based care. The platform offers a range of tools for person-centered case management, disease management, and utilization management, while also enhancing interdisciplinary collaboration and patient engagement. With robust data integration and configurable analytics, VirtualHealth enables healthcare organizations to improve transparency, achieve better outcomes, and reduce costs. The company's innovative approach has attracted the attention of leading health plans across the country, positioning it as a key player in the healthcare technology sector.

Signet Accel

Series A in 2017
Signet Accel, LLC is a healthcare technology company based in Columbus, Ohio, that specializes in data integration and interoperability. The company operates AVEC, a commercial federated data integration platform that allows for the query and analysis of distributed healthcare data while safeguarding the ownership and control of data at each site. Signet Accel offers a range of solutions, including collaborative research, biopharmaceutical research, and translational medicine, which provide healthcare professionals access to data from electronic medical records and other sources. Additionally, the company supports institutional research initiatives that facilitate data sharing among clinicians and researchers, as well as population health solutions that enable the identification of trends and anomalies for timely public health responses. Founded in 2013, Signet Accel is a subsidiary of Signet Enterprises, LLC, and aims to enhance the efficiency and effectiveness of healthcare data management worldwide.

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 headquartered in Toronto, Canada, the company enables marketers to deliver relevant content experiences that facilitate the buyer's journey. By tracking individual buyer interactions with content, PathFactory provides real-time, hyper-relevant recommendations, allowing potential customers to access the information they need at each stage of their decision-making process. This approach not only helps to remove friction in the buying experience but also aims to increase the volume of qualified leads, shorten sales cycles, and enhance marketing's impact on revenue. PathFactory was previously known as LookBookHQ Inc. before rebranding in May 2018.

Bricata

Series A in 2017
Bricata, Inc. is a cybersecurity company that specializes in network security and data protection solutions. Founded in 2014 and headquartered in Columbia, Maryland, Bricata develops advanced technologies to address the challenges of network threats for both public and private sector clients. Its ProAccel appliances leverage next-generation intrusion prevention systems and provide robust threat protection across network and cloud environments. The platform integrates micro-second malware analysis, signature inspection, stateful anomaly detection, and machine learning capabilities to empower security teams with comprehensive visibility into network traffic. Bricata's solutions facilitate proactive threat hunting, enabling organizations to identify and respond to known and unknown threats effectively. By focusing on delivering a single integrated platform, Bricata aims to enhance network security while optimizing operational costs for its clients.

Budderfly

Venture Round in 2017
Budderfly, Inc. is an energy management company that specializes in designing and implementing innovative solutions for optimizing energy consumption. Founded in 2007 and based in Shelton, Connecticut, Budderfly offers a comprehensive range of hardware and software solutions, including a proprietary energy intelligence software platform. This platform enables clients to manage various aspects of energy usage, such as voltage management, energy billing, and peak demand management. Budderfly also integrates a network of IoT devices, LED lighting, HVAC controls, and other energy-efficient technologies to enhance energy efficiency across diverse facilities, including office buildings, schools, and healthcare facilities. By employing an Energy-as-a-Service model, Budderfly provides its services at no upfront cost to clients, resulting in immediate and ongoing energy savings, upgraded infrastructure, and a reduced carbon footprint.

Terminus

Series B in 2017
Founded in 2014 and headquartered in Atlanta, Terminus is a pioneering company in account-based marketing. Its platform allows B2B marketers to effectively target companies and engage decision-makers through tailored digital advertising campaigns. By utilizing data from customer relationship management systems, Terminus enables marketers to run comprehensive marketing initiatives that enhance collaboration between sales and marketing teams, ultimately improving close rates and accelerating pipeline velocity. The platform is already employed by notable brands such as Dun & Bradstreet, SalesLoft, and Influitive, showcasing its effectiveness in driving success in account-based marketing strategies.

Solovis

Series A in 2017
Solovis, Inc. is a technology company that specializes in investment management software, providing portfolio analysis and reporting solutions tailored for institutional investors. Founded in 2013 and based in Irving, Texas, Solovis offers a cloud-based platform designed for multi-asset class portfolio management, enabling clients such as endowments, foundations, pensions, and family offices to effectively collect and aggregate investment data. The platform facilitates real-time performance analysis, liquidity forecasting, and cash flow modeling, allowing users to gain insights and make informed decisions regarding their investments. Solovis empowers its clients with comprehensive tools for dynamic data modeling and transparent reporting, enhancing the management of complex investment structures. As of 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.

GAN Integrity

Series A in 2017
GAN Integrity Inc. is a technology company that specializes in cloud-based compliance management software, designed to help organizations worldwide enhance their ethical practices and streamline compliance processes. Established in 2004 and headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark, the company offers a comprehensive suite of tools for managing compliance programs. Its software includes modules for risk assessment, policy management, training management, due diligence, and monitoring and reporting. These features enable companies to effectively manage policies, conduct thorough risk assessments, deliver training in multiple languages, and generate accurate compliance reports. Furthermore, GAN Integrity's platform supports workflow automation and centralized approval processes, simplifying tasks such as gift approvals and document management. By engaging employees and stakeholders in ethical business practices, GAN Integrity aims to transform compliance efforts, reduce corporate risk, and increase operational efficiency.

Zagster

Series B in 2017
Zagster Inc. is a provider of bike-sharing programs, specializing in the design, construction, and operation of both private and public-private bike-sharing systems in North America. Founded in 2007 and headquartered in Cambridge, Massachusetts, the company partners with property managers, universities, corporate campuses, hotels, and small cities to offer bike-sharing solutions tailored to the needs of tenants, employees, guests, and residents. Zagster's comprehensive offerings include a mobile application that facilitates the unlocking, riding, and returning of bikes, as well as a micro-mobility operations platform for e-mobility providers. Additionally, the company provides maintenance and rider support services, ensuring a seamless experience for users.

TRACX

Series D in 2017
TRACX is a developer of a sophisticated social media management system that provides agencies and brands with advanced analytics solutions aimed at enhancing revenue and fostering customer relationships through social media. The platform employs real-time social data analytics, relevancy analysis, and data mining technologies to transform vast amounts of raw data from various social media channels into meaningful insights about customer, competitor, and influencer behaviors. TRACX’s cloud-based solution addresses comprehensive social media needs, from strategic planning and engagement to detailed reporting with ROI capabilities. Additionally, the platform supports both brand-level and campaign-level activities, enabling users to optimize their marketing efforts throughout the campaign lifecycle. With a diverse clientele that includes notable brands such as Kraft, BMW, and Coca-Cola, TRACX equips businesses with intuitive tools and actionable feedback mechanisms to facilitate data-driven decision-making and effective audience engagement.

MoneyLion

Series A in 2016
MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, incorporated in 2013. The company provides an all-in-one mobile banking solution that includes services for banking, lending, and investment. Utilizing analytics and machine learning technology, MoneyLion offers personalized financial advice and streamlined underwriting by gaining a comprehensive view of users' finances. Its platform encourages positive financial behaviors through a built-in rewards system that promotes better financial outcomes. By delivering convenient and low-cost access to various financial services, MoneyLion aims to empower individuals to take control of their financial well-being through its innovative digital platform.

ItemMaster

Series A in 2016
ItemMaster is a prominent solutions provider in the United States, specializing in the creation, management, and distribution of consumer brand content within the growing retail and e-commerce marketplace. The company offers a brand-verified product content platform that allows consumer packaged goods (CPG) companies to verify, enhance, and manage their product portfolios and branded content. This platform facilitates the effective sharing of product information across various channels, supporting brands in driving sales both online and offline. By streamlining the process of content activation, ItemMaster plays a crucial role in helping brands navigate the complexities of the digital and mobile media landscape.

Motionsoft

Venture Round in 2016
Motionsoft, Inc. is a developer of gym management software solutions, offering a range of products tailored for fitness clubs, corporate wellness facilities, hospital wellness centers, and university recreation centers. The company’s flagship offerings include MoSo Club, a cloud-based platform for payment processing, and MoSo Enterprise, an enterprise management suite designed to help users analyze data for informed decision-making. Motionsoft provides various software modules such as Front Desk Check-In for member engagement, Kids’ Club for childcare management, smart locker management, access control solutions, and scheduling software for training services. Additionally, its offerings include membership management, mobile applications, and point of sale systems, enabling clients to streamline operations and enhance member acquisition and retention. 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 is a technical services provider specializing in white-label solutions for cloud and Internet of Things (IoT) companies. Founded in 2001 and headquartered in Lowell, Massachusetts, PlumChoice offers a range of services including 24/7 support, pre-purchase consultation, installation, configuration, onboarding, product integration, migration, problem resolution, and ongoing usage assistance. The company's solutions are designed to enhance customer experiences, reduce returns, increase adoption, drive revenue, control costs, and foster brand loyalty. PlumChoice serves both large enterprises, including Fortune 1000 manufacturers and retailers, as well as small businesses and individual consumers.

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, founded in 2011 as MediaBrix and rebranded in 2017, is a New York-based company that operates as a subsidiary of Verve Wireless. It specializes in developing a mobile video advertising platform, offering both programmatic and managed services to create brand engagements for advertisers and publishers. Receptiv's unique approach combines emotional targeting with precise audience intelligence via Motiv, its proprietary first-party data management platform. This enables the company to deliver contextualized ads during meaningful moments across over 1,300 premium apps, serving leading brands such as Mars, Coca-Cola, and Microsoft. Backed by investors including Edison Partners and Revel Partners, Receptiv has been recognized as an Adweek Top Mobile Innovator.

Axial Networks

Series C in 2016
Axial Networks, Inc. operates an online platform designed to connect private companies with various capital sources, facilitating financial transactions in the private capital markets. The platform enables users, including CEOs, capital providers, advisors, and bankers, to create professional profiles that enhance credibility and foster connections with potential investors and partners. It offers services such as deal sourcing, marketing, and analytics to help companies find growth capital, identify acquisition opportunities, and manage the deal process effectively. The platform covers a broad range of industries, including healthcare, real estate, financial services, and technology, and supports various capital types, such as growth capital and acquisition financing. Founded in 2004 and based in New York, Axial Networks aims to streamline the process of connecting private companies with the necessary capital to finance their growth or facilitate exits.

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 headquartered in Toronto, Canada, the company enables marketers to deliver relevant content experiences that facilitate the buyer's journey. By tracking individual buyer interactions with content, PathFactory provides real-time, hyper-relevant recommendations, allowing potential customers to access the information they need at each stage of their decision-making process. This approach not only helps to remove friction in the buying experience but also aims to increase the volume of qualified leads, shorten sales cycles, and enhance marketing's impact on revenue. PathFactory was previously known as LookBookHQ Inc. before rebranding in May 2018.

Predata

Venture Round in 2016
Predata, Inc. is a New York-based company that specializes in predictive analytics for political, financial, and market risk intelligence. Founded in 2014, Predata has developed a cloud-based platform that leverages machine learning to analyze online activity, enabling users to anticipate shifts in public sentiment and behavior. The platform provides a comprehensive suite of tools, including the Predata volatility index, which tracks political volatility by monitoring digital conversations across various media sources. Additionally, it offers custom signals tailored to specific topics and an analysis platform that visualizes these signals alongside asset prices, facilitating the identification of correlations and trends. Predata's technology helps clients gain quantitative insights into geopolitical risks, thereby supporting informed decision-making in a rapidly changing environment.

All Traffic Solutions

Series A in 2016
All Traffic Solutions specializes in the development of cloud-based traffic management technology that enhances traffic safety and efficiency. The company engineers web-based traffic calming signs, including radar speed display signs and variable message signs, that are designed to be user-friendly and effective. With a commitment to innovation, All Traffic Solutions provides businesses and municipalities with the tools to manage traffic and parking remotely, leveraging data to improve operations and address complex transportation challenges. Their extensive range of products is supported by a dedicated technical support team, ensuring optimal utilization of their equipment. With thousands of signs deployed across all 50 states and 15 countries, All Traffic Solutions is recognized for its contribution to advancing traffic safety practices.

Jornaya

Series B in 2016
Jornaya is a consumer journey insight platform that provides marketers, data analysts, and compliance professionals with an in-depth understanding of the consumer buying journey. The platform uniquely captures both first- and third-party consumer interactions in real time across various devices, allowing businesses to engage consumers at critical moments of intent. By offering comprehensive data, insights, and analytics, Jornaya enables marketers to make informed decisions based on intent-driven interactions as consumers research and compare options for significant life purchases. The platform easily integrates with existing decision-making processes and tools, facilitating a more efficient connection between data, decision, and action.

VirtualHealth

Series A in 2016
VirtualHealth is a developer of a cloud-based population health and care management platform designed to facilitate integrated value-based care. Its flagship solution, HELIOS, is a comprehensive care management platform that supports the entire ecosystem of value-based care. The platform offers a range of tools for person-centered case management, disease management, and utilization management, while also enhancing interdisciplinary collaboration and patient engagement. With robust data integration and configurable analytics, VirtualHealth enables healthcare organizations to improve transparency, achieve better outcomes, and reduce costs. The company's innovative approach has attracted the attention of leading health plans across the country, positioning it as a key player in the healthcare technology sector.

eChalk

Venture Round in 2016
eChalk, Inc. is a software development company that specializes in creating cloud-based solutions for K-12 educational institutions. Founded in 1999 and headquartered in New York, eChalk offers a comprehensive platform that integrates school websites, learning management systems, and collaboration tools for students, parents, and teachers. The platform features essential learning management tools, including built-in assessments, gradebooks, and structured online lessons, which support various classroom models such as flipped and blended learning. In addition to its core software, eChalk provides services such as content migration, design assistance, implementation support, and professional learning opportunities for educators and web administrators. The company aims to enhance school communication and streamline access to vital information, including homework, grades, and school events, ultimately simplifying and improving the educational experience.

Terminus

Series A in 2016
Founded in 2014 and headquartered in Atlanta, Terminus is a pioneering company in account-based marketing. Its platform allows B2B marketers to effectively target companies and engage decision-makers through tailored digital advertising campaigns. By utilizing data from customer relationship management systems, Terminus enables marketers to run comprehensive marketing initiatives that enhance collaboration between sales and marketing teams, ultimately improving close rates and accelerating pipeline velocity. The platform is already employed by notable brands such as Dun & Bradstreet, SalesLoft, and Influitive, showcasing its effectiveness in driving success in account-based marketing strategies.

eSentire

Venture Round in 2016
eSentire is a leading provider of Managed Detection and Response (MDR) cybersecurity services, established in 2001. The company specializes in protecting the critical data and applications of over 1,500 organizations across more than 80 countries and 35 industries from various cyber threats. eSentire's mission is to proactively hunt, investigate, and mitigate cyber threats before they disrupt business operations. The company employs advanced machine learning technology and offers 24/7 threat hunting, along with access to expert Cyber Risk Advisors and elite Threat Hunters. Additionally, eSentire provides managed risk programs, digital forensics, and incident response services, ensuring that organizations can effectively secure their internal and cloud environments against potential cyber incidents.

Solovis

Venture Round in 2016
Solovis, Inc. is a technology company that specializes in investment management software, providing portfolio analysis and reporting solutions tailored for institutional investors. Founded in 2013 and based in Irving, Texas, Solovis offers a cloud-based platform designed for multi-asset class portfolio management, enabling clients such as endowments, foundations, pensions, and family offices to effectively collect and aggregate investment data. The platform facilitates real-time performance analysis, liquidity forecasting, and cash flow modeling, allowing users to gain insights and make informed decisions regarding their investments. Solovis empowers its clients with comprehensive tools for dynamic data modeling and transparent reporting, enhancing the management of complex investment structures. As of 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.

Wyng

Series C in 2015
Wyng Inc. is a marketing platform based in New York that enables brands and agencies to create and manage digital, mobile, and social campaigns. Established in 2005 and previously known as Offerpop Corporation, Wyng focuses on privacy-first personalization, utilizing a zero-party data API and adhering to privacy by design principles. The platform allows marketers to deliver customer experiences that are relevant and compliant, fostering direct and trusted relationships between brands and their customers. With a user-friendly dashboard, Wyng offers a library of templates and a drag-and-drop campaign builder, making it easier for over 250 brands and enterprises to configure and personalize their marketing efforts across various digital channels.
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