ORIX Growth Capital

FiscalNote is a provider of global policy and market intelligence solutions, utilizing artificial intelligence and big data to offer predictive analytics on governmental actions. Its flagship platform enables real-time legislative predictions and includes tools for enterprise collaboration, data visualization, and insights into campaign finance and demographics. The company's product suite, which includes FiscalNote Core, CQ Federal, and EU Issue Tracker, supports businesses, government institutions, and nonprofits in effective policy management and risk mitigation. Additionally, with contributions from expert analysis firms, FiscalNote delivers comprehensive geopolitical and market intelligence services. By integrating policy intelligence into daily operations, FiscalNote empowers its clients to make informed decisions efficiently.

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.

Betterment LLC is an online financial advisory service based in New York, offering a range of investment solutions for individuals and businesses. Founded in 2007, the company specializes in managing diversified portfolios through exchange-traded funds (ETFs) and provides various account types, including traditional and Roth IRAs, SEP IRAs, and trust accounts. Betterment's services include financial and retirement planning, tax loss harvesting, and an advanced cash management tool known as Two-Way Sweep. The platform allows users to manage their investments efficiently, with a management fee of 0.25%, while also providing features for tracking portfolio activities and achieving long-term financial goals. Betterment serves consumers directly, as well as businesses and financial advisors, emphasizing a goal-based investing framework to optimize returns.

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 owns and operates a Website for cancer patients and their supporters that allow them to read about the disease, discuss ailments with others, organize personal health records, and track medications and treatments. Navigating Cancer’s mission is to transform healthcare through patient-centered care by using technology to connect every cancer patient to their healthcare team, their own health records, and the right information at the right time. Navigating Cancer’s Patient Engagement Portal provides oncology clinics with a branded, online extension of their care model and helps them save time and money while providing better quality care. The company was founded in 2008 and is based in Seattle, Washington.

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 owns and operates a Website for cancer patients and their supporters that allow them to read about the disease, discuss ailments with others, organize personal health records, and track medications and treatments. Navigating Cancer’s mission is to transform healthcare through patient-centered care by using technology to connect every cancer patient to their healthcare team, their own health records, and the right information at the right time. Navigating Cancer’s Patient Engagement Portal provides oncology clinics with a branded, online extension of their care model and helps them save time and money while providing better quality care. The company was founded in 2008 and is based in Seattle, Washington.

Shopkeep Inc. is a provider of cloud-based point of sale (POS) solutions tailored for small and medium-sized businesses (SMBs). Founded in 2008 and headquartered in New York City, with additional offices in Portland, Northbrook, and Belfast, the company offers a comprehensive suite of services including POS hardware, mobile payment processing, inventory management, and customer tracking. Its intuitive iPad-based system features point-to-point encryption and supports various payment methods, including EMV and NFC for mobile payments. Shopkeep also provides a merchant cash advance service, robust reporting and analytics, and a marketing dashboard to enhance customer engagement. With over 25,000 clients across various sectors, including retail and food services, Shopkeep aims to empower independent business owners by streamlining operations and providing real-time insights. The company is recognized for its award-winning 24/7 customer support, ensuring that users can effectively manage their businesses. As of November 2020, Shopkeep operates as a subsidiary of Lightspeed POS Inc.

Shopkeep Inc. is a provider of cloud-based point of sale (POS) solutions tailored for small and medium-sized businesses (SMBs). Founded in 2008 and headquartered in New York City, with additional offices in Portland, Northbrook, and Belfast, the company offers a comprehensive suite of services including POS hardware, mobile payment processing, inventory management, and customer tracking. Its intuitive iPad-based system features point-to-point encryption and supports various payment methods, including EMV and NFC for mobile payments. Shopkeep also provides a merchant cash advance service, robust reporting and analytics, and a marketing dashboard to enhance customer engagement. With over 25,000 clients across various sectors, including retail and food services, Shopkeep aims to empower independent business owners by streamlining operations and providing real-time insights. The company is recognized for its award-winning 24/7 customer support, ensuring that users can effectively manage their businesses. As of November 2020, Shopkeep operates as a subsidiary of Lightspeed POS Inc.

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 provides remote database management services. It offers design and architecture, database administration, outsourcing, and staff augmentation services, as well as provides support services, such as monitoring, troubleshooting, incident management, corrective maintenance, service request fulfillment, installation, upgrade, backup, and recovery. The company was incorporated in 2007 and is based in Broomfield, Colorado with an additional office in Mumbai, India.

Practice Fusion, Inc. is a cloud-based electronic health records (EHR) company based in San Francisco, California, founded in 2005. The company provides a comprehensive practice management software platform that includes features such as charting, scheduling, billing, e-prescribing, lab integrations, and secure messaging. This platform is designed to connect medical professionals, patients, labs, billers, imaging centers, and life science partners, facilitating improved healthcare delivery. Additionally, Practice Fusion offers a healthcare database called Practice Fusion Insight to support medical professionals. Its services cater to a diverse range of users, including independent practices, community clinics, large medical groups, and non-profit organizations. As of February 2018, Practice Fusion operates as a subsidiary of Allscripts Healthcare Solutions.

Piano Inc. is a technology company that provides a digital experience platform designed for media organizations to better understand and influence customer behavior. The platform unifies customer data, analyzes behavior metrics, and facilitates personalized customer journeys, enabling brands to launch campaigns and products more efficiently while enhancing customer engagement. Piano offers various solutions, including Piano composer for deploying business models, Piano VX as a paywall solution, and Piano id for breaking down data silos. Additionally, Piano go provides an instant business model for diverse content types, while Piano for Business Media assists companies in marketing and fulfilling content across multiple channels. Headquartered in Amsterdam, Piano has a global presence with offices in the Americas, Europe, and Asia Pacific, serving a diverse client base that includes prominent organizations across several industries.