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 marketplace that provides brokerage services for various insurance products, including life, health, long-term disability, pet, and renters' insurance. Established in 2014 and headquartered in New York, the company leverages advanced technology alongside the expertise of licensed agents to assist individuals in obtaining the necessary coverage to safeguard their families, properties, and finances. Policygenius enables users to review, research, and compare insurance quotes, facilitating informed decisions and ensuring they find the right policies at competitive prices. Since its inception, Policygenius has served millions of customers, securing over $160 billion in coverage.

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 provider of an electronic health record platform aimed at enhancing healthcare delivery for physicians and patients globally. Established in 2009 and headquartered in Sunnyvale, California, the company offers a comprehensive suite of services, including cloud-based scheduling, clinical documentation, a patient portal, and medical billing software. DrChrono's platform is designed to support independent healthcare practices by integrating electronic medical records, practice management, revenue cycle management, payment processing, telehealth, and medical billing services. This all-in-one approach seeks to alleviate the administrative challenges faced by healthcare professionals, allowing them to focus more on patient care.

DrChrono Inc. is a provider of an electronic health record platform aimed at enhancing healthcare delivery for physicians and patients globally. Established in 2009 and headquartered in Sunnyvale, California, the company offers a comprehensive suite of services, including cloud-based scheduling, clinical documentation, a patient portal, and medical billing software. DrChrono's platform is designed to support independent healthcare practices by integrating electronic medical records, practice management, revenue cycle management, payment processing, telehealth, and medical billing services. This all-in-one approach seeks to alleviate the administrative challenges faced by healthcare professionals, allowing them to focus more on patient care.

Navigating Cancer, Inc., established in 2008 and headquartered in Seattle, Washington, operates a Web-based patient care portal designed specifically for cancer programs. This platform enables cancer survivors to receive, organize, and understand their medical information, track their health, and engage with healthcare professionals. It also offers educational resources on various types of cancer and chemotherapy treatments. The portal aims to simplify practice workflows for healthcare providers, facilitate patient-centered care, and improve overall outcomes by empowering patients through technology.

Faction Inc. is a Denver-based Infrastructure-as-a-Service (IaaS) cloud service provider, established in 2006. The company specializes in offering a range of cloud solutions, including private, public, and hybrid cloud environments, tailored to meet diverse client needs. Its product offerings encompass Private Cloud, Protected Cloud for business continuity, Reservations Cloud for disaster recovery, and White Label Cloud, which allows clients to create virtual machines for enterprise workloads. Additionally, Faction provides hybrid hosting solutions, managed services, colocation services, and advanced backup and disaster recovery options. The company’s infrastructure spans multiple data centers located in key U.S. cities and London, facilitating robust and interconnected cloud solutions for its customers. Faction aims to empower IT professionals with high-performance, customizable cloud capabilities, positioning itself as a leader in the evolving cloud computing landscape.

Navigating Cancer, Inc., established in 2008 and headquartered in Seattle, Washington, operates a Web-based patient care portal designed specifically for cancer programs. This platform enables cancer survivors to receive, organize, and understand their medical information, track their health, and engage with healthcare professionals. It also offers educational resources on various types of cancer and chemotherapy treatments. The portal aims to simplify practice workflows for healthcare providers, facilitate patient-centered care, and improve overall outcomes by empowering patients through technology.

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, established in 2002 and headquartered in El Segundo, California, specializes in developing a cloud-based platform that offers AI-powered customer self-service solutions. This platform enables enterprises to meet increasing demands for self-service by employing intelligent virtual agents across various mediums such as voice, SMS text, chat, social media, and mobile. By handling complex customer requests, these agents allow call center agents to focus on more meaningful, human-only conversations. SmartAction's Intelligent Voice Automation (IVA) platform utilizes natural language speech recognition and is built on an object-oriented coding framework. The company's solution, backed by years of AI research and development, aims to bridge the gap between current Interactive Voice Response (IVR) technology and human call center agents, offering a unique solution in the market space.

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.