ORIX Growth Capital

FiscalNote Holdings Inc is a leading provider of global policy and market intelligence solutions that leverage artificial intelligence and big data. The company offers a suite of products, including FiscalNote Core, CQ Federal, and EU Issue Tracker, which deliver actionable legal and policy insights for businesses, government institutions, and nonprofits. Its flagship platform provides real-time legislative predictive capabilities, along with tools for enterprise collaboration and visualization of data related to campaign finance, demographics, news, and open data. By integrating expert analysis from renowned organizations, FiscalNote facilitates effective policy management and risk mitigation, enabling clients to make informed decisions swiftly. Operating as a single segment, the company generates revenue by embedding policy intelligence into the daily operations of its clients, with a significant portion of its earnings derived from various geographical markets.

Policygenius Inc. is an online insurance brokerage that specializes in providing a wide range of insurance products including life, health, long-term disability, pet, and renters’ insurance. Founded in 2014 and headquartered in New York, the company combines advanced technology with the expertise of licensed agents to assist individuals in finding the appropriate coverage for their needs. The platform allows users to review and compare quotes, making it easier to select the right insurance policy at competitive prices. Policygenius has served millions of customers and has placed over $160 billion in insurance coverage, establishing itself as a significant resource in the insurance marketplace.

Village Fertility Pharmacy is a specialty pharmacy focused on serving infertility patients and clinics. With over 30 years of experience, it has cultivated a comprehensive understanding of the complexities surrounding infertility treatments and the specific requirements of those seeking assistance. The pharmacy prioritizes high-quality service and education, ensuring that patients and healthcare providers receive the support needed throughout the treatment process.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

DrChrono Inc. is a medical practice management company that offers an integrated electronic health record platform for healthcare providers and patients globally. Founded in 2009 and based in Sunnyvale, California, DrChrono's platform includes features such as cloud-based scheduling, clinical documentation, a patient portal, and billing software. The company aims to streamline the administrative tasks that often burden healthcare providers, enabling them to focus more on patient care. Its services encompass electronic medical records, practice management, revenue cycle management, payment processing, telehealth options, and medical billing, providing a comprehensive solution for independent healthcare practices and clinics.

DrChrono Inc. is a medical practice management company that offers an integrated electronic health record platform for healthcare providers and patients globally. Founded in 2009 and based in Sunnyvale, California, DrChrono's platform includes features such as cloud-based scheduling, clinical documentation, a patient portal, and billing software. The company aims to streamline the administrative tasks that often burden healthcare providers, enabling them to focus more on patient care. Its services encompass electronic medical records, practice management, revenue cycle management, payment processing, telehealth options, and medical billing, providing a comprehensive solution for independent healthcare practices and clinics.

Navigating Cancer, Inc. offers a web-based patient care and engagement portal specifically designed for cancer patients and their healthcare teams. Founded in 2008 and based in Seattle, Washington, the platform enables cancer survivors to manage and organize their medical information, track their health, and stay informed about their treatments. It serves as a resource for patients to access articles on various types of cancer and chemotherapy, facilitating discussions about their conditions with peers and healthcare professionals. The portal aims to enhance patient-centered care by connecting patients with their healthcare teams, streamlining practice workflows, and ultimately improving the quality of oncology care while reducing costs.

Faction Inc. is an Infrastructure-as-a-Service (IaaS) cloud service provider that specializes in offering private, public, and hybrid cloud solutions through partnerships. The company provides a variety of services including Private Cloud, which delivers computing, storage, and networking resources; Protected Cloud for business continuity backup; Reservations Cloud for disaster recovery; and White Label Cloud, enabling clients to create virtual machines for enterprise workloads. Additionally, Faction offers hybrid hosting solutions tailored to specific networking and storage needs, along with managed services, software solutions, colocation, and bare metal options. Founded in 2006 and based in Denver, Colorado, Faction operates data centers in multiple locations across the United States and the United Kingdom, catering to an array of clients seeking high-performance and customizable cloud solutions.

Navigating Cancer, Inc. offers a web-based patient care and engagement portal specifically designed for cancer patients and their healthcare teams. Founded in 2008 and based in Seattle, Washington, the platform enables cancer survivors to manage and organize their medical information, track their health, and stay informed about their treatments. It serves as a resource for patients to access articles on various types of cancer and chemotherapy, facilitating discussions about their conditions with peers and healthcare professionals. The portal aims to enhance patient-centered care by connecting patients with their healthcare teams, streamlining practice workflows, and ultimately improving the quality of oncology care while reducing costs.

ShopKeep is a New York-based company that provides comprehensive point of sale (POS) solutions for small and medium-sized businesses. Founded in 2008, ShopKeep offers hardware such as card readers, receipt printers, and cash drawers, along with cloud-based software for inventory management, employee tracking, customer analytics, and reporting. Its POS system runs on an iPad, supporting EMV and NFC for secure payments including Apple Pay. Additionally, ShopKeep provides merchant cash advance services, marketing tools, and integrations with third-party software providers like accounting and loyalty programs. With over 25,000 customers across the U.S., Canada, and Guam, ShopKeep's award-winning customer support is available 24/7 to assist businesses in running smarter operations.

ShopKeep is a New York-based company that provides comprehensive point of sale (POS) solutions for small and medium-sized businesses. Founded in 2008, ShopKeep offers hardware such as card readers, receipt printers, and cash drawers, along with cloud-based software for inventory management, employee tracking, customer analytics, and reporting. Its POS system runs on an iPad, supporting EMV and NFC for secure payments including Apple Pay. Additionally, ShopKeep provides merchant cash advance services, marketing tools, and integrations with third-party software providers like accounting and loyalty programs. With over 25,000 customers across the U.S., Canada, and Guam, ShopKeep's award-winning customer support is available 24/7 to assist businesses in running smarter operations.

SmartAction LLC is a technology company that specializes in AI-powered customer self-service solutions through its cloud-based platform. Founded in 2002 and based in El Segundo, California, the company focuses on automating complex customer service communications across various channels, including voice, SMS text, chat, social media, and mobile. SmartAction's Intelligent Voice Automation (IVA) platform utilizes advanced natural language speech recognition and artificial intelligence to manage intricate customer requests, allowing call center agents to dedicate more time to meaningful interactions. By bridging the gap between traditional Interactive Voice Response (IVR) systems and human agents, SmartAction aims to enhance customer satisfaction and improve operational efficiency for enterprises, positioning itself for sustained growth in the customer service technology market.

Datavail Corporation, established in 2001 and headquartered in Broomfield, Colorado, specializes in remote database management services. The company offers a range of solutions including design and architecture, administration, outsourcing, staff augmentation, monitoring, troubleshooting, backup, recovery, and incident management. Datavail aims to minimize downtime for businesses by providing comprehensive data and applications management services, enabling clients to focus on their core operations.

Practice Fusion, Inc. is a cloud-based electronic health records (EHR) company based in San Francisco, California, founded in 2005. The company specializes in providing a comprehensive practice management software platform that facilitates various healthcare functions, including charting, scheduling, billing, e-prescribing, lab integrations, and secure messaging. By connecting doctors, patients, and data, Practice Fusion aims to enhance healthcare delivery and improve patient outcomes. Its platform serves a diverse range of users, including independent medical practices, large medical groups, and community clinics, as well as life science partners. Additionally, Practice Fusion Insight offers a healthcare database to support medical professionals in their practice. As of February 2018, Practice Fusion operates as a subsidiary of Allscripts Healthcare Solutions, Inc.

Piano Inc. is a digital media business platform that empowers organizations to understand and influence customer behavior through its comprehensive suite of solutions. The company offers tools such as Piano Composer for deploying and iterating business models, Piano VX as a paywall solution for various teams, and Piano ID to integrate disparate customer data. Additionally, Piano Go provides an instant business model for diverse content formats, while Piano for Business Media helps companies market, sell, and distribute content across multiple channels. With a focus on personalized customer journeys, Piano's platform enables brands to launch campaigns efficiently, enhance engagement, and drive revenue. Headquartered in Amsterdam, with offices across the Americas, Europe, and Asia Pacific, Piano serves a diverse global clientele, including prominent names like the BBC and The Wall Street Journal. Founded in 2005 and originally known as Piano Media LLC, the company rebranded in 2015, reflecting its evolution and expanding capabilities.