FTV Capital, established in 1998, is a growth equity investment firm headquartered in San Francisco with an additional office in New York. The company specializes in investing in high-growth enterprises offering innovative solutions in the sectors of enterprise technology & services, financial services, and payments & transaction processing. FTV has raised over $2.7 billion and has invested in 98 portfolio companies, providing capital and leveraging its domain expertise and global network of industry leaders to support motivated management teams in accelerating growth.
ReliaQuest is a cybersecurity company based in Tampa, Florida, founded in 2007. It specializes in providing a cloud-native security platform called GreyMatter, which offers a comprehensive solution for minimizing data loss and business disruptions. The platform enhances visibility across Security Information and Event Management (SIEM), Endpoint Detection and Response (EDR), and multi-cloud environments, facilitating faster detection and response to security threats. By automating processes throughout the security lifecycle, ReliaQuest enables organizations to manage their security investments effectively and make informed decisions regarding their cybersecurity posture. The company's offerings are designed to protect enterprise environments from security breaches while ensuring compliance and enhancing overall security confidence.
360 Privacy
Private Equity Round in 2025
360 Privacy specializes in safeguarding the digital identity, security, and reputation of high-profile executives, athletes, and high-net-worth families. The company offers a range of services, including threat assessment, digital hardening, threat response, fraud prevention, and cyberstalking prevention. Utilizing proprietary technology and a team of experts, 360 Privacy analyzes and manages data daily to protect clients' digital identities from sophisticated threat actors and criminals. By addressing the intersection of physical security, cyber threats, and reputation management, 360 Privacy ensures that its clients remain safe and their personal information is kept secure.
Validus Risk Management
Private Equity Round in 2025
Validus Risk Management Limited is an independent financial risk management advisory firm based in Windsor, United Kingdom, specializing in market risk management. Established in 2009, the firm offers a comprehensive range of services, including risk identification, measurement, strategy design, reporting, and monitoring. Validus focuses on managing risks associated with foreign exchange, interest rates, and commodity prices, providing clients with specialist expertise and market insights to address financial challenges. In addition to risk management, the firm also advises on fund finance, helping clients structure and execute optimal financial solutions. By combining consulting services with innovative risk technology, Validus aims to effectively assist companies in navigating and mitigating their financial risk exposures.
ButterflyMX
Private Equity Round in 2025
ButterflyMX, Inc. is a technology company that specializes in cloud-based video intercom systems tailored for the real estate industry. Founded in 2012 and based in New York, the company provides a smart intercom solution that allows users to manage property access through their smartphones. Its system enables users to open doors, issue virtual keys for visitors, and connect with property management and access control systems, all while eliminating traditional wiring and hardware. This innovative approach offers significant cost savings and simplifies installation, making it an attractive option for a wide range of markets, including multifamily residences, commercial office spaces, gated communities, student housing, and senior living facilities. ButterflyMX aims to enhance security and convenience for tenants and property managers alike by streamlining property access management.
Windward
Acquisition in 2024
Windward, Ltd. develops satellite-based data fusion and behavior analysis technologies specifically for maritime applications. Founded in 2010 and based in Tel Aviv, Israel, the company offers products such as MarInt, a predictive maritime analytics system, and HighSees, which focuses on maritime fleet and supply chain analytics. Windward's solutions cater to various maritime needs, including fisheries control, environmental monitoring, and fleet tracking. By integrating artificial intelligence with maritime expertise, Windward enables organizations, including banks and shipping companies, to make informed, real-time decisions with a comprehensive understanding of the maritime ecosystem. The company primarily generates revenue from Europe while maintaining a presence in the United States, Asia-Pacific, the Gulf Cooperation Council, and South America.
Orbus Software
Private Equity Round in 2024
Orbus Software is an independent software vendor specializing in digital transformation solutions. The company offers a platform designed to facilitate the design and management of enterprise architecture while effectively communicating critical information across organizations. Its software supports strategic decision-making through specialized tools that address key transformational requirements, such as enterprise architecture, application portfolio management, and cybersecurity and risk management. By providing these capabilities, Orbus Software enables clients to manage, govern, and visualize their business and IT transformation efforts efficiently.
SingleOps
Venture Round in 2024
SingleOps LLC is a business management software provider that specializes in cloud-based solutions for outdoor service industries such as tree care, landscaping, lawn care, and field services. Founded in 2013 and headquartered in Atlanta, Georgia, the company offers an all-in-one platform that integrates various operational functions including scheduling, time tracking, customer relationship management, automated marketing, and financial processing. SingleOps aims to streamline business operations for its clients, enabling them to process estimates, manage jobs, and track inventory efficiently. With a strong client base that has processed over $1 billion in revenue through the platform, SingleOps focuses on enhancing revenue growth, profitability, and customer satisfaction for its users.
Vald
Private Equity Round in 2024
VALD is a technology company specializing in human measurement solutions aimed at enhancing the understanding of movement and performance in various fields, including sports, healthcare, and rehabilitation. Serving over 1,000 elite sporting teams, clinics, universities, hospitals, and defense departments globally, VALD's multidisciplinary team comprises researchers, clinicians, sports scientists, designers, developers, and engineers. The company offers a range of advanced systems, including ForceDecks for dual force plate testing, NordBord for hamstring assessment, ForceFrame for strength measurement, AirBands for blood flow restriction training, and HumanTrak for movement analysis. These technologies enable objective measurement of strength, balance, and range of motion, allowing clinicians to effectively monitor and manage musculoskeletal conditions and optimize outcomes for patients and athletes alike.
ZE PowerGroup
Private Equity Round in 2024
ZE PowerGroup is an experienced software development and strategic consulting firm.
Kore.ai
Series D in 2024
Kore.ai, Inc. is a developer of artificial intelligence-driven chatbot solutions for enterprises, specializing in conversational and generative AI platforms. Founded in 2011 and headquartered in Orlando, Florida, the company offers no-code tools that enable organizations to design, develop, test, and manage chatbots for various applications, including banking, sales, IT help desks, and commerce. Kore.ai's platform facilitates both automated and human-assisted interactions, allowing businesses to enhance customer and employee experiences. The company supports its clients by providing the flexibility to choose the language models and infrastructure that best fit their needs. With a robust patent portfolio and recognition from industry analysts as a leader in AI innovation, Kore.ai serves over 400 Fortune 2000 companies and maintains a global presence with offices in regions such as India, the UK, and Japan.
BillingPlatform
Venture Round in 2024
BillingPlatform Corp. is a developer of cloud-based enterprise billing software that caters to businesses across various industries, including retail, software, travel, logistics, communication, energy, finance, healthcare, and media. Founded in 2008 and based in Centennial, Colorado, the company provides a comprehensive platform that streamlines the entire billing process, from product conception to invoicing and customer care. BillingPlatform's solution allows organizations to adapt to unique business models and pricing structures, facilitating agile monetization and complex revenue recognition. By automating the lead-to-revenue process, BillingPlatform helps enterprises enhance operational efficiency, achieve revenue and margin growth, accelerate time to market, and improve customer experiences, ultimately leading to higher customer retention rates.
Neptune Flood
Private Equity Round in 2023
Neptune Flood Insurance Services, established in 2016 and headquartered in Saint Petersburg, Florida, specializes in providing private flood insurance solutions across the United States. The company employs advanced mapping technologies and aerial remote sensing to develop algorithms that accurately assess flood risk, enabling it to offer policies with potential savings of up to 25% compared to the National Flood Insurance Program. Neptune Flood's policies are backed by Lloyd's of London, rated "A" (Excellent) by A.M. Best, and are designed to provide superior coverage and ease of use for households in all designated flood zones.
ID.me
Series D in 2023
ID.me, Inc. is an identity verification company that provides secure solutions for identity proofing, authentication, and group affiliation verification across various sectors, including government, healthcare, and commercial industries. Founded in 2010 and based in McLean, Virginia, the company offers a range of services designed to facilitate safe and efficient identity management. Key offerings include the Identity Gateway, which allows organizations to integrate multiple third-party identity providers, and various identity verification solutions that support online, in-person, and virtual verification. ID.me also employs advanced technologies such as machine vision and artificial intelligence to authenticate identity documents. The company's platform enables users to log in with a verified identity through a single account, streamlining access to benefits and services, while group verification services help confirm affiliations for discounts targeted at specific demographics like military personnel and students. By providing comprehensive identity solutions, ID.me enhances security and compliance for businesses and their customers.
Masttro
Venture Round in 2023
Masttro is a multinational financial technology company that specializes in providing advanced wealth management solutions for affluent families, family offices, and financial advisors. Founded in 2010 by experienced asset owners, the company leverages proprietary technology to facilitate the management of diversified, multi-generational capital. Masttro's wealth tech platform offers a comprehensive overview of both liquid and illiquid investments, as well as liabilities and passion assets. Key features of the platform include direct data aggregation and AI-driven document data extraction, which support interactive real-time analysis and reporting. This enables wealth owners and their advisors to make informed, data-driven decisions while ensuring the highest standards of protection and confidentiality for their sensitive information.
ConnexPay
Private Equity Round in 2022
ConnexPay LLC is a payment solution provider based in Bonita Springs, Florida, specializing in the travel and e-commerce markets. Established in 2017, the company offers an innovative platform that enables internet merchants to accept customer payments through the issuance of single-use virtual credit cards. This technology streamlines payment processes by minimizing risks, reducing acceptance costs, and eliminating the need for large merchant reserves or lines of credit. ConnexPay's integrated solution includes powerful anti-fraud detection and PCI-certified payment acceptance and issuance, all facilitated through their patent-pending intelligent routing system. By partnering with various financial institutions, ConnexPay allows clients to efficiently manage payments to suppliers while ensuring secure transactions for customer payments. This comprehensive approach simplifies financial operations for businesses acting as intermediaries in the travel and e-commerce sectors.
Tidal Financial Group
Private Equity Round in 2022
Tidal Financial Group is an investment advisory firm based in Milwaukee, Wisconsin, established in 2012. The firm specializes in three core areas: consulting, asset management, and wealth advisory. It offers discretionary and non-discretionary investment management services to a diverse clientele, including individuals, high net worth individuals, family offices, and various institutions such as qualified pension plans and 401(k) plans. Tidal also operates as an ETF investment and technology platform, facilitating the creation, operation, and growth of exchange-traded funds. By collaborating with partners in the investment community, Tidal aims to democratize access to ETF launches, combining expertise and innovative strategies to design financial products that seek to generate value for investors. As a Registered Investment Adviser, Tidal Financial Group is dedicated to providing comprehensive asset management solutions tailored to the needs of its clients.
Patra Corporation
Private Equity Round in 2022
Patra Corporation is a prominent provider of technology-enabled outsourcing services tailored for the insurance industry, aimed at alleviating operational burdens for insurance companies. The company offers a range of customizable processing solutions, including Patra On Demand, which caters to agencies of varying sizes without imposing penalties, and Patra Select, designed to enhance the management of small business accounts while ensuring profitability. Patra Performance focuses on empowering small, independent agencies for profitable growth, while Patra Innovations integrates standard processes to add value for brokers. Additionally, Patra provides comprehensive business process outsourcing, consulting for agency management systems, data entry support, and various services encompassing policy management, claims handling, and digital distribution solutions. With a diverse clientele that includes retail brokers, managing general agents, wholesale brokers, and carriers, Patra Corporation operates globally, with delivery and contact centers located in the United States, India, and the Philippines. Established in 2005 and headquartered in El Dorado Hills, California, Patra leverages a team of over 6,000 professionals to optimize the intersection of technology and human expertise in the insurance sector.
Solid Financial Technologies
Series B in 2022
Solid Financial Technologies, Inc. is a San Mateo, California-based company that specializes in providing a modern banking platform designed for small businesses and e-commerce platforms. Founded in 2018, Solid enables these businesses to offer banking services directly to their customers through an integrated suite of fintech solutions. The platform allows users to quickly create bank accounts and payment cards, facilitating the embedding of banking services within various applications and marketplaces. By offering a fully managed infrastructure, Solid supports companies in launching compliant and user-friendly fintech products, enhancing their overall business management capabilities.
SingleOps
Series C in 2022
SingleOps LLC is a business management software provider that specializes in cloud-based solutions for outdoor service industries such as tree care, landscaping, lawn care, and field services. Founded in 2013 and headquartered in Atlanta, Georgia, the company offers an all-in-one platform that integrates various operational functions including scheduling, time tracking, customer relationship management, automated marketing, and financial processing. SingleOps aims to streamline business operations for its clients, enabling them to process estimates, manage jobs, and track inventory efficiently. With a strong client base that has processed over $1 billion in revenue through the platform, SingleOps focuses on enhancing revenue growth, profitability, and customer satisfaction for its users.
DataArt
Private Equity Round in 2022
DataArt Solutions, Inc. is a technology consulting company specializing in software development and engineering services across various industries, including finance, healthcare, retail, media, and travel. Founded in 1997 and headquartered in New York, the firm focuses on creating custom software solutions that enhance operational efficiency and facilitate market entry for its clients. DataArt's offerings encompass agile software development, product design, digital transformation, and advanced technologies such as artificial intelligence, machine learning, cloud computing, and blockchain. The company emphasizes a collaborative approach, working closely with clients to design, implement, and support tailored software systems. By leveraging its expertise, DataArt helps organizations optimize their time-to-market and reduce risks associated with software development in mission-critical environments.
Zoovu
Series C in 2022
Zoovu is an AI-driven content discovery platform designed to enhance the online shopping experience by facilitating meaningful interactions between brands and customers. By merging context and meaning, Zoovu enables retailers to engage in personalized conversations with their shoppers, transforming complex technical specifications into accessible language. The platform adapts to individual conversation styles, empowering customers to make informed purchasing decisions at critical moments. With a robust semantic library, Zoovu interprets the intent behind each customer search, ensuring relevant product recommendations. The platform is utilized by over 3,500 brands and retailers, including well-known companies, and operates globally across more than 500 product categories and multiple languages.
Paddle
Series D in 2022
Paddle is a platform designed to simplify the sales process for apps, games, and other digital products, allowing creators to focus on product development rather than administrative tasks. It offers a comprehensive solution by managing payments, analytics, customer support, and VAT compliance. Paddle provides software development kits that enable developers to implement features such as trial versions, licensing mechanisms, and in-app purchases, all accessible through a unified dashboard. As a Merchant of Record, Paddle alleviates the complexities associated with payments infrastructure, delivering a more efficient and cost-effective solution. The company employs over 230 individuals and serves more than 3,000 software sellers across 245 global territories, positioning itself as a key player in the B2B SaaS market.
LogicSource
Private Equity Round in 2022
LogicSource, Inc. is a sourcing and procurement services company based in Norwalk, Connecticut, founded in 2009. It specializes in assisting consumer-facing businesses, particularly in the retail sector, to enhance their procurement practices and drive profit improvement. The company offers a range of tailored services that include marketing, packaging, store development, facilities management, information technology, distribution, and logistics. By leveraging real-time market intelligence and advanced workflow technology, LogicSource aims to optimize clients' purchasing processes and increase profitability through effective spending strategies and cross-portfolio leverage.
Gale Healthcare
Venture Round in 2022
Gale connects available nurses directly with healthcare facilities in need of clinical support - providing facilities the shift coverage they need while offering nurses greater control over their schedule and their pay.
ReliaQuest
Private Equity Round in 2021
ReliaQuest is a cybersecurity company based in Tampa, Florida, founded in 2007. It specializes in providing a cloud-native security platform called GreyMatter, which offers a comprehensive solution for minimizing data loss and business disruptions. The platform enhances visibility across Security Information and Event Management (SIEM), Endpoint Detection and Response (EDR), and multi-cloud environments, facilitating faster detection and response to security threats. By automating processes throughout the security lifecycle, ReliaQuest enables organizations to manage their security investments effectively and make informed decisions regarding their cybersecurity posture. The company's offerings are designed to protect enterprise environments from security breaches while ensuring compliance and enhancing overall security confidence.
Luma Health
Series C in 2021
Luma Health Inc. is a San Francisco-based company that specializes in developing a patient engagement platform aimed at enhancing the connection between healthcare providers and patients. Founded in 2015, the platform facilitates smart scheduling and referral management while offering features such as appointment reminders, mobile patient intake, and care pathways. It enables healthcare systems and clinics to keep their schedules full and supports patient adherence to care plans. Additionally, Luma Health provides tools for patient communication and analytics, ensuring that healthcare providers can deliver continuous care and improve treatment outcomes. The company emphasizes a modern, mobile-first approach to patient engagement.
Plate IQ
Series B in 2021
Plate IQ is accounts payable automation software designed for restaurants. It saves time, increases data accuracy, and provides insight into spend by extracting line item data from invoices and automatically coding purchases to GL accounts. Plate IQ integrates with top accounting and inventory software, virtually eliminating data entry from the AP process.
Vagaro
Private Equity Round in 2021
Vagaro, Inc. is a cloud-based business management platform designed specifically for the salon, spa, and fitness industries. Founded in 2009 and headquartered in Dublin, California, the company offers an integrated payment system alongside a suite of tools that streamline operations for business owners. Vagaro's platform allows users to find local salons and spas, make appointments online, and access information about promotions and services. It also provides salon owners with essential software features for managing bookkeeping, payroll, inventory, and client databases. Additionally, Vagaro offers marketing tools, customizable websites, and unique URLs to help salons promote their services effectively. By consolidating various business functions into a single platform, Vagaro facilitates enhanced productivity for its users.
A-LIGN Assurance
Private Equity Round in 2021
A-LIGN is a cybersecurity and compliance solutions provider based in Tampa, Florida, founded in 2009. The company specializes in assisting businesses across various industries in managing their audit and security assessment needs to mitigate cyber threats and reduce risk. A-LIGN offers a range of services, including cybersecurity audits, compliance assessments, cyber risk advisory, and privacy testing. By leveraging the expertise of its leadership team, which comprises former "Big 4" executives, A-LIGN aims to streamline the security and compliance process, ensuring effective communication and responsiveness throughout the audit lifecycle. This approach enables organizations to assure their customers that sensitive data is protected and that their operations are conducted with integrity.
OpenSesame
Series D in 2021
OpenSesame Inc. is an e-learning company that operates an online marketplace for training courses aimed at businesses and their employees. Founded in 2011 and headquartered in Portland, Oregon, with an additional office in London, the company offers a comprehensive catalog of courses from leading publishers across various industries, including technology, retail, finance, healthcare, manufacturing, and government. OpenSesame's platform allows users to preview courses, read reviews, and conduct research on course providers, facilitating the curation of training programs. The company also focuses on enhancing learning and development initiatives by improving course utilization and employee engagement through its services. OpenSesame has established a strategic partnership with Aasonn, LLC, further expanding its capabilities in the e-learning space.
LoanPro Software
Series A in 2021
LoanPro Software specializes in providing a modern, API-first lending platform designed for lenders across various sectors, including alternative finance, fintech, and traditional banking. Their cloud-native architecture supports loan servicing, payments, collections, and data management for diverse loan classes and credit cards. The platform enhances operational efficiency, enables quicker innovation, and helps lenders stay competitive by meeting evolving market trends and customer needs.
Embroker
Series C in 2021
Embroker, Inc. is a digital insurance brokerage that specializes in providing insurance services to small and mid-sized businesses. Founded in 2015 and headquartered in San Francisco, with additional offices in Chicago, Boston, Denver, and New York, Embroker utilizes an online platform to streamline the process of purchasing, managing, and analyzing commercial insurance policies. The platform allows clients to automate the sharing, requesting, and tracking of proof of coverage, as well as monitor claims in real-time. Embroker offers a wide range of insurance products, including Commercial General Liability, property insurance, professional liability, and employee benefits, among others. The company also provides tools for peer comparison, enabling clients to benchmark their policies against industry standards. By combining technology with broker expertise, Embroker aims to enhance the efficiency and effectiveness of the $800 billion property and casualty insurance market, helping businesses save time and secure optimal coverage.
ManyPets
Series D in 2021
ManyPets is a pet insurance provider that aims to enhance the well-being of pets and their owners. The company offers a range of insurance products, including policies for dogs and cats, multi-pet insurance, and lifetime coverage options. ManyPets specializes in providing comprehensive pet health benefits tailored to individual needs. In addition to insurance, the company also offers preventive wellness services, utilizing subscription-driven technology to deliver a convenient and personalized experience for pet owners. By focusing on accessibility and customer service, ManyPets strives to create a seamless connection between pet owners and their pets' health care.
Vortx
Series B in 2021
Vórtx is a tech-enabled corporate and trust service provider for fund managers and corporate issuers.
Paddle
Series C in 2020
Paddle is a platform designed to simplify the sales process for apps, games, and other digital products, allowing creators to focus on product development rather than administrative tasks. It offers a comprehensive solution by managing payments, analytics, customer support, and VAT compliance. Paddle provides software development kits that enable developers to implement features such as trial versions, licensing mechanisms, and in-app purchases, all accessible through a unified dashboard. As a Merchant of Record, Paddle alleviates the complexities associated with payments infrastructure, delivering a more efficient and cost-effective solution. The company employs over 230 individuals and serves more than 3,000 software sellers across 245 global territories, positioning itself as a key player in the B2B SaaS market.
Lean Staffing Solutions
Private Equity Round in 2020
Lean Staffing Solutions, Inc. is a staffing agency that specializes in providing nearshore staffing services primarily for the logistics and transportation industry in the United States and Canada. Founded in 2008 and headquartered in Coral Springs, Florida, the company operates additional offices in Barranquilla, Bogota, and Cartagena, Colombia. Lean Staffing Solutions offers a range of services including logistics and transportation support, back office administration, and marketing, all designed to help U.S.-based companies establish satellite operations. By enabling clients to maintain control over their overseas employees, the company delivers trained, motivated, and bilingual personnel equipped with advanced technology for domestic transportation and administrative tasks. The agency's mission focuses on being a specialized human resources source for U.S. clients, ensuring they have access to qualified staff for their operational needs.
6 Degrees Health
Private Equity Round in 2020
6 Degrees Health, Inc. specializes in healthcare reimbursement solutions, utilizing its proprietary MediVI software platform to collect, analyze, and organize medical claims data across the United States. Founded in 2011 and located in Hillsboro, Oregon, the company provides a range of cost containment services, including medical reimbursement analytics for audits, claim negotiations, and reference-based pricing. Additionally, it offers solutions for transplant and surgical networks, helping to connect providers of solid organ and bone marrow transplants. The company serves a diverse client base, including third-party administrators, health plans, brokers, consultants, reinsurance carriers, and medical providers, with a focus on promoting equity and transparency in healthcare reimbursement.
Agiloft
Private Equity Round in 2020
Agiloft, Inc. is a software company that specializes in agile business process solutions, particularly in contract lifecycle management (CLM). Founded in 1990 and headquartered in Redwood City, California, Agiloft offers a range of products including a service desk suite, contract repository and creation tools, as well as workflow and project management solutions. Its Data-first Agreement Platform (DAP) facilitates quick and collaborative agreement processes, enhancing contract visibility and enabling organizations to achieve competitive advantages. The company serves diverse sectors such as agriculture, healthcare, financial services, and government, with a global presence supported by sales teams across North America, South America, Europe, Asia, Africa, and Australia. Agiloft also collaborates with strategic partners to deliver comprehensive services, including implementation, training, and support. With a high implementation success rate, Agiloft is recognized for its ability to unlock the value of contract data and improve business outcomes for its clients.
Derivative Path
Venture Round in 2020
Derivative Path, Inc. is a technology company that specializes in providing a cloud-based trading platform tailored for financial institutions, commercial end-users, and buy-side clients. Founded in 2013 and headquartered in Walnut Creek, California, with additional offices in New York and Chicago, Derivative Path offers its flagship product, DerivativeEDGE. This comprehensive platform facilitates the execution and management of over-the-counter interest rate and foreign exchange derivative transactions. DerivativeEDGE integrates front-, mid-, and back-office functionalities into a single system, streamlining operations and enhancing efficiency by eliminating the need for disparate systems. The platform is equipped with features such as real-time market data, automated hedge accounting compliant with industry regulations, and tools for managing user profiles and workflows. This design not only supports trade execution but also ensures adherence to Dodd-Frank requirements, making it a robust solution for its users in the derivatives market.
ManyPets
Series C in 2020
ManyPets is a pet insurance provider that aims to enhance the well-being of pets and their owners. The company offers a range of insurance products, including policies for dogs and cats, multi-pet insurance, and lifetime coverage options. ManyPets specializes in providing comprehensive pet health benefits tailored to individual needs. In addition to insurance, the company also offers preventive wellness services, utilizing subscription-driven technology to deliver a convenient and personalized experience for pet owners. By focusing on accessibility and customer service, ManyPets strives to create a seamless connection between pet owners and their pets' health care.
Docupace Technologies
Private Equity Round in 2020
Docupace Technologies, Inc., established in 2002 and headquartered in Los Angeles, California, specializes in developing document management and workflow solutions for various industries, primarily serving the financial services sector in the United States. The company offers a cloud-based, integrated software suite, Docupace Platform, which enables financial services firms to digitize and automate their operations. This platform includes features such as client onboarding, document management, advisor transitions, and other services, aiming to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. Docupace's solutions are designed to simplify clients' processes, digitize data, and increase productivity and profits. The company also provides services like ePACS for system connectivity and a Capture Module for front-end document functionality. Docupace has strategic relationships with other industry players and has offices in Hanover, Maryland; West Des Moines, Iowa; and Las Vegas, Nevada.
Viking Cloud
Funding Round in 2020
Viking Cloud specializes in cybersecurity and compliance services, primarily serving the restaurant, food service, and retail industries. The company focuses on transforming how organizations manage cyber defense through customer-centric technology and services. By offering real-time insights into an organization’s cyber risk landscape, Viking Cloud enables clients to proactively address evolving threats and risks. Its platform facilitates assurance testing and assessments, allowing businesses of all sizes to identify vulnerabilities and maintain compliance. With a commitment to enhancing security postures, Viking Cloud partners with clients to ensure they can effectively navigate the complexities of cybersecurity and compliance requirements.
Centaur Fund Services
Private Equity Round in 2020
Centaur Fund Services Limited is an independent professional fund services firm established in 2009 and based in Dublin, Ireland, with additional offices in London, New York, and Maynooth. The company specializes in providing comprehensive fund administration, investor, and regulatory services to a diverse range of clients, including hedge funds, private equity, real estate funds, family offices, and insurance-linked securities. Centaur offers a wide array of services, including net asset value calculations, external valuations, payment processing, corporate action processing, and complex fee calculations. The firm also supports compliance through anti-money laundering and regulatory reporting services, as well as assistance with tax matters in various jurisdictions. With a senior management team that has extensive experience in the industry, Centaur is dedicated to delivering high-quality service and tailored solutions to investment managers, ensuring they can effectively navigate the complexities of the alternative investment fund sector.
Centaur Fund Services
Private Equity Round in 2020
Centaur Fund Services Limited is an independent professional fund services firm established in 2009 and based in Dublin, Ireland, with additional offices in London, New York, and Maynooth. The company specializes in providing comprehensive fund administration, investor, and regulatory services to a diverse range of clients, including hedge funds, private equity, real estate funds, family offices, and insurance-linked securities. Centaur offers a wide array of services, including net asset value calculations, external valuations, payment processing, corporate action processing, and complex fee calculations. The firm also supports compliance through anti-money laundering and regulatory reporting services, as well as assistance with tax matters in various jurisdictions. With a senior management team that has extensive experience in the industry, Centaur is dedicated to delivering high-quality service and tailored solutions to investment managers, ensuring they can effectively navigate the complexities of the alternative investment fund sector.
Liberis
Venture Round in 2020
Liberis Limited, based in London, United Kingdom, specializes in providing cash advances and loans tailored for small and medium enterprises. Founded in 2005 and formerly known as Merchant Cash Express Limited until its name change in 2013, Liberis operates as a subsidiary of Rapid Financial Services, LLC. The company focuses on delivering financial solutions directly to businesses while also offering a finance platform for partners to assist their customers. By utilizing a technology-driven approach, Liberis provides alternative financing options that support the growth of small businesses through embedded revenue-based financing services.
Security Compass
Private Equity Round in 2020
Security Compass Ltd, founded in 2005 and headquartered in Toronto, Canada, is an information security firm that specializes in web security software and professional services. The company is recognized for its expertise in helping organizations implement effective software risk management practices while maintaining agility in their operations. Security Compass provides a comprehensive application security blueprint tailored to various industries, facilitating the secure development of applications. Its flagship platform, SD Elements, translates security policies into actionable tasks for technical teams, ensuring that security is integrated into the software development lifecycle. By partnering with security-conscious companies, Security Compass aims to enhance their capabilities in developing secure software and managing associated risks.
CloudFactory
Venture Round in 2019
CloudFactory Limited, established in 2010 with headquarters in Reading, UK, and operations in Durham, NC, specializes in cloud-based workforce solutions. The company offers services such as machine learning, document transcription, and data enrichment under its WorkStream brand. As a social enterprise, CloudFactory aims to connect one million talented individuals to online work opportunities while promoting earning, learning, and leadership development. Its on-demand digital workforce enables businesses to scale operations efficiently by handling tasks like data enrichment, validation, tagging, sentiment analysis, categorization, and machine learning, allowing clients to focus on innovation and growth.
EBANX
Venture Round in 2019
EBANX is a financial services company based in Parana, Brazil, specializing in cross-border payment processing solutions for global merchants looking to expand into Latin America. Founded in February 2012, EBANX offers an integrated platform that facilitates the entire e-commerce transaction process, allowing international businesses to provide a local payment experience for their customers without requiring a local entity. The company also delivers marketing consultancy services and a comprehensive selection of local payment options, complemented by dedicated customer support. Recognized for its innovation and contributions to the industry, EBANX has received multiple awards, including the EY Entrepreneur of the Year Award and the Best International CNP Program Award.
Centercode
Venture Round in 2019
Centercode, Inc. specializes in customer validation solutions for hardware and software companies, focusing on beta test management. Founded in 2001 and based in Laguna Hills, California, the company provides a comprehensive platform for managing Alpha, Beta, and Delta testing programs. Centercode offers a range of services, including the recruitment of testers, execution of testing phases, analysis of results, and distribution of insights to relevant stakeholders. Its flagship product, Centercode Connect, facilitates the management of beta tests and user acceptance testing (UAT) programs, ensuring organizations can effectively gather feedback and enhance product quality. By leveraging Centercode's expertise and resources, businesses can launch products with greater confidence and improve their overall development processes.
OpenSesame
Series C in 2019
OpenSesame Inc. is an e-learning company that operates an online marketplace for training courses aimed at businesses and their employees. Founded in 2011 and headquartered in Portland, Oregon, with an additional office in London, the company offers a comprehensive catalog of courses from leading publishers across various industries, including technology, retail, finance, healthcare, manufacturing, and government. OpenSesame's platform allows users to preview courses, read reviews, and conduct research on course providers, facilitating the curation of training programs. The company also focuses on enhancing learning and development initiatives by improving course utilization and employee engagement through its services. OpenSesame has established a strategic partnership with Aasonn, LLC, further expanding its capabilities in the e-learning space.
Tango Card
Private Equity Round in 2019
Tango Card, Inc. is a technology company that specializes in providing a digital rewards platform tailored for enterprise customers. Founded in 2009 and headquartered in Seattle, Washington, with an engineering office in Boise, Idaho, Tango Card enables organizations to efficiently send and track rewards, such as e-gift cards, prepaid cards, and donations. The platform supports a variety of applications, including consumer loyalty programs, sales incentives, employee recognition, and health and wellness engagement. Key offerings include the Rewards as a Service (RaaS) API, which allows seamless integration of digital rewards into web platforms, and Rewards Genius™, a self-serve portal for managing rewards. By delivering desirable rewards instantly, Tango Card aims to enhance customer engagement and employee retention, ultimately driving meaningful business outcomes for its clients.
Egress
Series C in 2018
Egress is a software company focused on human layer security, aimed at preventing both accidental and intentional data breaches. The company addresses the insider threat, which is considered the greatest risk to businesses today. Egress has developed a unique platform that manages and protects unstructured data, providing security solutions for email protection, auditing, and compliance. Its technology helps organizations prevent misdirected emails, facilitates secure online collaboration and data sharing, and assists in data classification. By enhancing security while promoting productivity, Egress enables organizations to meet compliance requirements effectively.
Vagaro
Private Equity Round in 2018
Vagaro, Inc. is a cloud-based business management platform designed specifically for the salon, spa, and fitness industries. Founded in 2009 and headquartered in Dublin, California, the company offers an integrated payment system alongside a suite of tools that streamline operations for business owners. Vagaro's platform allows users to find local salons and spas, make appointments online, and access information about promotions and services. It also provides salon owners with essential software features for managing bookkeeping, payroll, inventory, and client databases. Additionally, Vagaro offers marketing tools, customizable websites, and unique URLs to help salons promote their services effectively. By consolidating various business functions into a single platform, Vagaro facilitates enhanced productivity for its users.
Rapid Ratings International
Private Equity Round in 2018
Rapid Ratings International, Inc. specializes in assessing the financial health of public and private companies, offering insights that help businesses manage risk and optimize relationships with suppliers, vendors, and other third-party partners. The company provides Financial Health Ratings (FHR), which predict a company's financial strength, operating efficiency, and likelihood of default over the next 12 to 18 months. This foresight allows clients to proactively mitigate risks and seize opportunities. Rapid Ratings serves various sectors, including supply chain management, corporate credit risk management, institutional investment, and insurance underwriting. Founded in 2001 and headquartered in New York, the company operates as a subsidiary of Howland Partners LLC. Its comprehensive analytics system enhances transparency and productivity in business relationships worldwide.
Strata Fund Solutions
Private Equity Round in 2018
Strata Fund Solutions, LLC is an administration and consulting services firm based in Salt Lake City, Utah, founded in 2008. The company specializes in providing a range of services tailored to the needs of the traditional and alternative investments industry, including fund administration, shadow administration, alternative data management, tax services, and management company support. Strata Fund Solutions caters to a diverse clientele, which includes fund managers, wealth advisors, family offices, and foundations, enabling them to streamline their middle- and back-office operations. The firm's expertise encompasses hedge fund and private equity fund management, ensuring high-quality support and critical services for its clients.
Cloudify
Venture Round in 2018
Cloudify specializes in providing an orchestration platform that automates the deployment, configuration, and management of network and application services across various environments, from core locations to edge devices. Its open-source, intent-based platform simplifies end-to-end network automation, allowing users to connect and manage distributed containers and network elements seamlessly. By leveraging TOSCA-based technology, Cloudify enhances flexibility, mitigates vendor lock-in, and reduces operational costs and time. The platform is designed to improve the velocity and reliability of software deployment and lifecycle management, enabling businesses to effectively manage diverse cloud environments. Headquartered in Herzliya, Israel, with additional offices in the United States and Europe, Cloudify is dedicated to transforming how enterprises and service providers operate their network services.
A-LIGN Assurance
Private Equity Round in 2018
A-LIGN is a cybersecurity and compliance solutions provider based in Tampa, Florida, founded in 2009. The company specializes in assisting businesses across various industries in managing their audit and security assessment needs to mitigate cyber threats and reduce risk. A-LIGN offers a range of services, including cybersecurity audits, compliance assessments, cyber risk advisory, and privacy testing. By leveraging the expertise of its leadership team, which comprises former "Big 4" executives, A-LIGN aims to streamline the security and compliance process, ensuring effective communication and responsiveness throughout the audit lifecycle. This approach enables organizations to assure their customers that sensitive data is protected and that their operations are conducted with integrity.
Sunlight Financial Holdings
Venture Round in 2018
Sunlight Financial LLC is a technology-enabled finance company that specializes in providing point-of-sale financing solutions for homeowners and contractors across the United States. Established in 2014 and headquartered in New York, the company partners with contractors in the solar and home improvement sectors to facilitate financing for projects such as solar system installations, roofing, HVAC, energy efficiency upgrades, and interior remodeling. Sunlight's advanced technology and expertise in credit management streamline the financing process, ensuring a quick and efficient experience for both contractors and homeowners. The company generates revenue through platform fees for each loan it facilitates and fees associated with loan portfolio management and servicing.
Tango Card
Private Equity Round in 2018
Tango Card, Inc. is a technology company that specializes in providing a digital rewards platform tailored for enterprise customers. Founded in 2009 and headquartered in Seattle, Washington, with an engineering office in Boise, Idaho, Tango Card enables organizations to efficiently send and track rewards, such as e-gift cards, prepaid cards, and donations. The platform supports a variety of applications, including consumer loyalty programs, sales incentives, employee recognition, and health and wellness engagement. Key offerings include the Rewards as a Service (RaaS) API, which allows seamless integration of digital rewards into web platforms, and Rewards Genius™, a self-serve portal for managing rewards. By delivering desirable rewards instantly, Tango Card aims to enhance customer engagement and employee retention, ultimately driving meaningful business outcomes for its clients.
SiteHands
Series A in 2018
Sitehands, Inc. is a provider of technical field services focused on managing comprehensive service outcomes for enterprise clients. The company specializes in infrastructure break/fix services, workstation management, IT project roll-outs, and asset management, which includes inventory and documentation. Additionally, Sitehands offers audio-visual support and facilities management services that encompass surveys and issue identification. Founded in 2016 and based in Charlotte, North Carolina, Sitehands utilizes an on-demand technology platform designed to connect customers and technicians efficiently, facilitating hands-on IT work across various locations. However, the company faced financial challenges and filed for voluntary liquidation under Chapter 7 in December 2020.
EBANX
Venture Round in 2018
EBANX is a financial services company based in Parana, Brazil, specializing in cross-border payment processing solutions for global merchants looking to expand into Latin America. Founded in February 2012, EBANX offers an integrated platform that facilitates the entire e-commerce transaction process, allowing international businesses to provide a local payment experience for their customers without requiring a local entity. The company also delivers marketing consultancy services and a comprehensive selection of local payment options, complemented by dedicated customer support. Recognized for its innovation and contributions to the industry, EBANX has received multiple awards, including the EY Entrepreneur of the Year Award and the Best International CNP Program Award.
MarketsandMarkets Research Pvt.
Venture Round in 2017
MarketsandMarkets Research Pvt. Ltd. is a global market research and consulting firm based in Pune, India, founded in 2010. The company specializes in comprehensive research across various sectors, including pharmaceuticals, energy, biotechnology, food and beverage, chemicals, medical devices, advanced materials, semiconductors, industrial automation, telecommunications, consumer goods, automotive, and banking. MarketsandMarkets produces detailed reports that are strategically analyzed, often exceeding 250 pages, with a focus on market segmentation, competitive landscapes, and technological trends. Their research includes multi-client reports, country-specific analyses, company profiles, and custom research services. The firm utilizes a variety of analytical techniques, such as epidemiology analysis and competitive landscape assessments, and draws on information from over 22,000 sources and a vast database of industry participants. With a commitment to accuracy and depth, MarketsandMarkets aims to provide valuable insights that support business leaders in making informed decisions.
ID.me
Series B in 2017
ID.me, Inc. is an identity verification company that provides secure solutions for identity proofing, authentication, and group affiliation verification across various sectors, including government, healthcare, and commercial industries. Founded in 2010 and based in McLean, Virginia, the company offers a range of services designed to facilitate safe and efficient identity management. Key offerings include the Identity Gateway, which allows organizations to integrate multiple third-party identity providers, and various identity verification solutions that support online, in-person, and virtual verification. ID.me also employs advanced technologies such as machine vision and artificial intelligence to authenticate identity documents. The company's platform enables users to log in with a verified identity through a single account, streamlining access to benefits and services, while group verification services help confirm affiliations for discounts targeted at specific demographics like military personnel and students. By providing comprehensive identity solutions, ID.me enhances security and compliance for businesses and their customers.
Enfusion
Private Equity Round in 2017
Enfusion is a cloud-based provider of portfolio management and risk systems, offering middle and back-office services tailored for the investment management industry. The company focuses on transforming how investment managers operate by eliminating technology and information barriers, thereby enabling real-time decision-making and execution. Enfusion's solutions streamline investment and operational workflows by integrating essential systems and consolidating data into a single source of truth. This approach not only enhances efficiency but also supports investment managers in making informed decisions. The company generates the majority of its revenue from the Americas, followed by the Asia Pacific region and Europe, the Middle East, and Africa. Enfusion positions itself as an extension of its clients' operational teams, providing exceptional service and best-in-class software rather than merely acting as another software vendor.
Health Credit Services
Private Equity Round in 2017
At the core of HCS is their belief that more individuals should have access to quality-of-life procedures – it’s what motivated the HCS founders to transition from jobs in banking to careers in healthcare financing. It’s also why we specialize in only healthcare financing and are committed to devising new ways for patients to receive care. Simply put, they are driven to invent smart, simple solutions that not only make healthcare financing more affordable, but also deliver a seamless customer experience. They recognize and empathize with the barriers to care that impact providers and patients daily. It is this fact that impassions us to embrace the bold ideas of many, both internally and externally, to deliver creative financing solutions. Ownership of the end-to-end lending process gives us the freedom to implement immediate change. They are invested in the future of the industry and therefore, feel it is imperative to adapt to the needs of their customers – doctors, office managers, schedulers and patients alike. Their team is accessible, knowledgeable and prepared to listen. From practices delivering more care to patients successfully managing their health, they take pride in empowering and equipping their customers to take charge of both their physical and financial well-being.
Neon One
Private Equity Round in 2017
Neon One, LLC is a software development company based in Chicago, Illinois, that specializes in providing comprehensive technology solutions for nonprofit organizations. Founded in 2004, Neon One aims to empower mission-driven entities by offering a robust ecosystem that addresses their end-to-end operational needs. The company serves over 40,000 nonprofits, leveraging its deep industry knowledge to deliver tools and services for fundraising, community building, and program operations. Its product suite includes solutions for donor management, marketing, financial reconciliation, and revenue generation, all designed to support sustainable growth and enhance the impact of social good organizations. By connecting nonprofits with essential technology and resources, Neon One plays a pivotal role in advancing the future of philanthropy.
Nitrogen
Series A in 2016
Nitrogen is a company that specializes in risk management solutions for the investment advisory industry. Founded in 2011 and headquartered in Auburn, California, with additional offices in Georgia, Nitrogen has developed a platform that allows investment advisors to quantitatively measure client risk tolerance. This platform helps advisors construct portfolios that align with individual investor expectations and risk profiles, enhancing the advisory process. Nitrogen's offerings facilitate risk alignment, compliance, and suitability, enabling advisors to attract new clients and effectively meet their investment needs. The company collaborates with various financial professionals, including registered investment advisors, independent broker-dealers, and asset managers, to improve investment strategies and outcomes for clients.
ReliaQuest
Private Equity Round in 2016
ReliaQuest is a cybersecurity company based in Tampa, Florida, founded in 2007. It specializes in providing a cloud-native security platform called GreyMatter, which offers a comprehensive solution for minimizing data loss and business disruptions. The platform enhances visibility across Security Information and Event Management (SIEM), Endpoint Detection and Response (EDR), and multi-cloud environments, facilitating faster detection and response to security threats. By automating processes throughout the security lifecycle, ReliaQuest enables organizations to manage their security investments effectively and make informed decisions regarding their cybersecurity posture. The company's offerings are designed to protect enterprise environments from security breaches while ensuring compliance and enhancing overall security confidence.
Edgewater Markets
Private Equity Round in 2016
Edgewater Markets LLC specializes in providing electronic foreign exchange liquidity and distribution solutions to a diverse array of global institutional clients, including banks, hedge funds, and corporations. Founded in 2009 and based in New York, the firm focuses on delivering tailored FX and precious metals liquidity while developing advanced electronic aggregation tools and price engines. Its technology platform is designed for seamless integration with clients' front and back-office systems, ensuring efficient and cost-effective foreign exchange execution. Edgewater's extensive global presence facilitates comprehensive access to FX markets, reinforcing its position as a leader in the industry.
StoneEagle
Private Equity Round in 2016
StoneEagle Services is part of a set of companies based in Richardson, TX, just north of Dallas, originally founded in 1987. StoneEagle Insurance Systems, the original firm, sold enterprise-wide insurance software for businesses and over the years expanded its services with Web-enabled applications as the Internet became more widely used. The company’s “VPay” product was developed about a decade ago.
Vpay
Private Equity Round in 2016
VPay, Inc. is a provider of electronic payment processing services, specializing in business-to-business solutions for sectors such as healthcare, automotive, insurance, and warranty. Founded in 2008 and headquartered in Plano, Texas, the company offers a range of services, including merchant services and a virtual card system known as VCard. This platform facilitates secure and efficient payment processing and fund transfers, significantly reducing the reliance on checks. VPay's technology streamlines the reconciliation process, minimizes processing and management costs, and enables clients to achieve notable revenue returns. The company serves a diverse client base, including over 650,000 healthcare providers and 100,000 auto repair facilities, utilizing patented technology to manage billions of dollars in payments across various industries.
True Potential
Private Equity Round in 2016
True Potential operates an integrated investment and wealth management platform that caters to both financial advisers and retail clients in the UK. The firm provides a range of services including wealth management, administration, compliance, and advisory support. Its technology platform simplifies the investment process by offering goal-based tools for creating customized investment plans, alongside comprehensive capabilities that enhance client onboarding, fee reconciliation, client servicing, and access through a client portal. By facilitating these services, True Potential empowers financial advisers and their clients to manage their finances more effectively and mitigate financial risks.
Perfecto Mobile
Series E in 2015
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications. The company provides a range of solutions including Continuous Quality Lab for mobile application and responsive website testing, as well as DevTunnel for debugging applications. Perfecto Mobile's offerings encompass remote browser and mobile device testing, ensuring manual testing on real devices and cross-browser compatibility. The company also delivers enterprise-grade security solutions focused on data protection and compliance. In addition to its testing platform, Perfecto Mobile offers professional services such as automated test case creation, custom automation solutions, and training services. Its diverse client base includes Fortune 500 companies across sectors like banking, insurance, retail, telecommunications, and media. Established in 2006 and headquartered in Minneapolis, Minnesota, Perfecto Mobile also maintains offices in Israel, the United Kingdom, and Germany, along with data centers in multiple locations throughout North America and the UK.
InvestCloud
Series B in 2015
InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.
Welcome
Series D in 2015
Welcome is a marketing orchestration platform, designed to streamline and optimize marketing operations for large, ambitious brands. It aligns marketing teams, simplifies campaign execution, and provides measurable results. Welcome integrates with other marketing technology tools, enabling better collaboration and performance tracking. It serves as a central hub for marketing teams, supporting their growth and enhancing overall marketing performance.
CashStar
Series D in 2015
CashStar, Inc. operates a cloud-based digital gifting platform that offers comprehensive solutions for gift card commerce. The company provides various services, including CashStar Consumer, which allows users to personalize gift cards, and CashStar Marketing, which facilitates the management of promotions across multiple channels. Additionally, CashStar Business serves as a business-to-business gift card solution, while CashStar Assist enhances customer service for merchants. The platform also features CashStar Manager for prepaid commerce administration and CashStar Product eGifting, enabling online shoppers to send physical gifts via email directly from retailers' e-commerce sites. CashStar's offerings include application services, transaction processing, risk management, and marketing programs, catering to a diverse range of sectors such as retail, dining, and travel. Founded in 2002 and headquartered in Portland, Maine, CashStar operates as a subsidiary of Blackhawk Network, Inc.
LiveIntent
Series D in 2015
LiveIntent is a technology platform that enhances email as a marketing tool, allowing brands to effectively connect with their customers. The company specializes in people-based targeting, email monetization, and identity resolution, providing solutions that benefit both marketers and publishers. By facilitating direct engagement with audiences, LiveIntent helps businesses drive sales and increase revenue while ensuring user privacy is respected. The platform aims to bridge the gaps between brands and their target audiences, maximizing the potential of email marketing.
WePay
Series D in 2015
WePay, Inc. is a payment provider that specializes in integrated payment solutions for software platforms in the United States and internationally. Founded in 2008 and headquartered in Redwood City, California, with an additional office in Providence, Rhode Island, the company offers a comprehensive range of services that facilitate instant merchant onboarding, payment processing, and risk management. WePay's solutions cater to online marketplaces and cloud software providers, supporting mobile payment options and providing essential tools for fraud risk management and regulatory compliance. Additionally, the company ensures customer support integration at no extra cost, enhancing the overall user experience. As a subsidiary of JPMorgan Chase & Co., WePay has established itself as a key player in the payment processing industry, recognized for its rapid growth and innovation in facilitating seamless transactions between users.
Centro
Series B in 2015
Centro is a global provider of workflow automation, intelligence, and programmatic trading software designed for the marketing enterprise. The company focuses on enhancing marketing performance by offering a comprehensive platform that unifies various aspects of programmatic and direct media buying, workflow automation, and cross-channel campaign planning. Centro’s solutions aim to simplify digital media complexities, enabling seamless collaboration and delivering actionable insights through universal reporting and business intelligence. With its headquarters in Chicago, Centro serves clients across North America, South America, and Europe, establishing a strong presence in the marketing technology landscape. The company is recognized for its commitment to creating a positive workplace culture and supporting its employees.
Clearent
Venture Round in 2015
Clearent is a payment processing company based in Clayton, Michigan, founded in 2005. It specializes in providing payment processing services to financial institutions, independent sales organizations (ISOs), agents, developers, and merchants. Clearent offers a range of services that include credit card processing, next-day funding, and various terminal options, including mobile and virtual terminals. The company is committed to transparency, aiming to eliminate hidden fees and pricing tricks commonly found in the industry. By utilizing its proprietary platform, Clearent enables small business owners to securely accept payments, ultimately helping its customers grow their merchant portfolios and increase profits.
Swan Global Investments
Venture Round in 2015
Swan Global Investments, founded in 1997 and headquartered in Durango, Colorado, is an investment management firm that specializes in providing innovative financial services to individuals, institutions, and advisors. The firm offers a Defined Risk Strategy, which is an absolute-return, market-neutral investment approach aimed at protecting assets during market downturns, generating income in various market conditions, and maximizing gains in bull markets. Swan Global Investments employs a combination of risk strategies and options techniques to hedge market exposure and create market-neutral income for its clients. In addition to its Colorado headquarters, the firm has offices in Puerto Rico and Tampa, Florida.
Rio SEO
Venture Round in 2014
Rio SEO, Inc. specializes in developing automated local search engine optimization (SEO) software solutions designed to enhance the visibility of businesses in local markets. Based in San Diego, California, the company connects consumers with local retailers and brands through its various offerings. These include the Local Listings solution, which automates the management of map listings across major directories and review sites, and the Local Reporting solution, which provides insights on rankings, reviews, and customer behavior. Additionally, Rio SEO offers Local Pages to optimize location finders and marketing tools that empower franchise owners and local managers to manage content and access key data. The Local Social solution consolidates social media management across multiple channels. Serving a diverse range of industries such as retail, automotive, healthcare, and hospitality, Rio SEO aims to simplify local search marketing and drive revenue for its clients. Founded in 2006, it operates as a subsidiary of Dentsu Aegis Network Ltd.
Perfecto Mobile
Series D in 2014
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications. The company provides a range of solutions including Continuous Quality Lab for mobile application and responsive website testing, as well as DevTunnel for debugging applications. Perfecto Mobile's offerings encompass remote browser and mobile device testing, ensuring manual testing on real devices and cross-browser compatibility. The company also delivers enterprise-grade security solutions focused on data protection and compliance. In addition to its testing platform, Perfecto Mobile offers professional services such as automated test case creation, custom automation solutions, and training services. Its diverse client base includes Fortune 500 companies across sectors like banking, insurance, retail, telecommunications, and media. Established in 2006 and headquartered in Minneapolis, Minnesota, Perfecto Mobile also maintains offices in Israel, the United Kingdom, and Germany, along with data centers in multiple locations throughout North America and the UK.
WorldFirst
Private Equity Round in 2013
WorldFirst is a provider of foreign exchange, international payment, and hedging services aimed at meeting the needs of businesses and individuals engaged in cross-border transactions. The company serves a diverse clientele, including hedge funds and exporters, by facilitating the opening of receiving accounts for local currency payments and offering forward contracts to secure exchange rates for future transfers. Additionally, WorldFirst supports online sellers in managing payments across various international marketplaces and enables them to pay overseas suppliers efficiently. The company employs a proprietary technology platform that automates and streamlines transactions, ensuring quicker processing times and improved rates. While WorldFirst charges fees for same currency transactions, many of its other services are provided at no additional cost.
Credorax
Private Equity Round in 2013
Credorax, Inc. is a payment processing company that offers a range of services to payment service providers, independent sales organizations, and online retailers. Founded in 2007 and headquartered in Southborough, Massachusetts, with additional offices in Malta, the United Kingdom, Japan, and Israel, Credorax specializes in NextGen technology, which integrates payment processing and acquiring bank services. The company aims to enhance online businesses by providing tools for currency settlement, online security, data management, and customer support. Credorax focuses on delivering a superior customer experience through seamless integration of its services, competitive rates, high transaction approval rates, and various value-added services for its global clientele.
Cedar Capital
Venture Round in 2013
Cedar Capital Advisors is a provider of asset management and financial advisory services, focused on serving asset managers and participants in the finance industry. The company offers a comprehensive range of tactical investment strategies and portfolio solutions tailored to meet diverse advisor needs, client preferences, and risk profiles. Cedar Capital acts as a sales distribution and operational arm for high-quality asset managers, ensuring a disciplined selection process that aligns with their core values. With industry-leading capabilities in sales distribution and service, Cedar Capital provides clients with a single point of access to multiple, diversified, and unique investment strategies, enhancing their financial planning, risk management, and investment management services.
MarketShare
Private Equity Round in 2013
MarketShare is an advanced analytics software company founded in 2005, specializing in helping businesses enhance growth by identifying key actions that drive results. Based in Los Angeles, California, with additional offices in major cities worldwide, MarketShare has established a strong reputation, collaborating with over half of the Fortune 100 companies. The company's flagship platform, DecisionCloud, integrates technology, data, modeling, and business intelligence solutions to facilitate improved decision-making. Additionally, MarketShare offers consulting services and marketing analytics, including Compass, a resource allocation optimizer that enables marketers to create and test various scenarios. The company's diverse clientele includes small and medium-sized businesses, media companies, and marketing agencies, demonstrating its broad applicability across different sectors.
Empyrean Benefit Solutions
Venture Round in 2013
Empyrean Benefit Solutions, Inc. is a human resources technology and services company based in Houston, Texas, specializing in integrated health and welfare benefits administration solutions for brokers, employers, and exchange partners across the United States. Founded in 2005, Empyrean offers a comprehensive range of services, including eligibility management, direct billing, vendor management, COBRA and HIPAA compliance, and reporting. Its Empyrean Platform facilitates various employee benefits tasks such as enrollment and status updates, while tools like Compass and Manager Access Point enhance user experience for employees and administrators alike. The company’s solutions are designed to adapt to the unique needs of different organizations, enabling them to streamline HR functions, ensure compliance, and improve service delivery, ultimately reducing costs and enhancing employee satisfaction.
eBaoTech
Private Equity Round in 2013
eBaoTech Corporation specializes in providing software solutions and services tailored for the global insurance industry. Founded in 2000 and headquartered in Shanghai, China, the company serves clients in over 40 countries across various regions, including Asia Pacific, Europe, the Middle East, Africa, and the Americas. eBaoTech offers a range of software suites, including the GeneralSystem Suite for non-life insurance products such as personal and commercial insurance, and the LifeSystem Suite, which covers various life insurance products. Additionally, it provides front-end systems like the GeneralSystem SalesPlatform and LifeSystem SalesPlatform to facilitate multi-distribution management for insurers. The company also offers Collaborus, a distribution platform that streamlines policy processing for insurers, agents, and brokers, along with comprehensive implementation, maintenance, and support services. Overall, eBaoTech aims to enhance the efficiency of insurance operations and adapt to the evolving needs of the market.
Perfecto Mobile
Series C in 2012
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications. The company provides a range of solutions including Continuous Quality Lab for mobile application and responsive website testing, as well as DevTunnel for debugging applications. Perfecto Mobile's offerings encompass remote browser and mobile device testing, ensuring manual testing on real devices and cross-browser compatibility. The company also delivers enterprise-grade security solutions focused on data protection and compliance. In addition to its testing platform, Perfecto Mobile offers professional services such as automated test case creation, custom automation solutions, and training services. Its diverse client base includes Fortune 500 companies across sectors like banking, insurance, retail, telecommunications, and media. Established in 2006 and headquartered in Minneapolis, Minnesota, Perfecto Mobile also maintains offices in Israel, the United Kingdom, and Germany, along with data centers in multiple locations throughout North America and the UK.
CashStar
Venture Round in 2012
CashStar, Inc. operates a cloud-based digital gifting platform that offers comprehensive solutions for gift card commerce. The company provides various services, including CashStar Consumer, which allows users to personalize gift cards, and CashStar Marketing, which facilitates the management of promotions across multiple channels. Additionally, CashStar Business serves as a business-to-business gift card solution, while CashStar Assist enhances customer service for merchants. The platform also features CashStar Manager for prepaid commerce administration and CashStar Product eGifting, enabling online shoppers to send physical gifts via email directly from retailers' e-commerce sites. CashStar's offerings include application services, transaction processing, risk management, and marketing programs, catering to a diverse range of sectors such as retail, dining, and travel. Founded in 2002 and headquartered in Portland, Maine, CashStar operates as a subsidiary of Blackhawk Network, Inc.
Shoutlet
Series C in 2012
Shoutlet, Inc. is an enterprise social marketing platform that enables brands to build and strengthen customer relationships through a comprehensive suite of tools. Founded in 2004 and based in Madison, Wisconsin, with additional offices in Atlanta and London, Shoutlet offers solutions for content creation, social media engagement, and customer relationship management. Its platform includes features for social listening, analytics, and community management, allowing brands to track conversations, manage campaigns, and measure performance across various social media channels such as Facebook, Twitter, and LinkedIn. With a focus on integrating social data into business strategies, Shoutlet provides tools for social advertising, workflow management, and contest execution. The company's software-as-a-service model ensures flexibility and control for its clients, supported by a dedicated account team to facilitate successful social media campaigns. Shoutlet operates as a subsidiary of Spredfast, Inc. and continues to cater to large enterprises seeking to optimize their social marketing efforts.
Utopia Global
Venture Round in 2012
Utopia, Inc. is a global provider of Enterprise Data Solutions, established in 2003 and headquartered in Mundelein, Illinois. The company specializes in Enterprise Data Lifecycle Management, offering a range of consulting services including data strategy, data migration, data quality, data governance, and master data management. Utopia's solutions are designed to optimize data management across various industries such as oil and gas, manufacturing, retail, telecommunications, and utilities. The company employs proprietary methodologies to deliver strategic roadmap development, systems integration, and quality governance services, helping clients achieve cost savings and maximize their operational potential. Utopia operates internationally, with offices in North America, Europe, the Middle East, Asia Pacific, and recently, Latin America.
Aspire Financial Services
Private Equity Round in 2012
Aspire Financial Services, LLC is a technology-driven agency specializing in the retirement plan industry. Founded in 2002 and based in St. Petersburg, Florida, with additional offices in Tampa and Denver, the company provides a web-based platform that streamlines retirement plan recordkeeping and communication for a diverse range of clients, including institutions, third-party administrators, registered investment advisors, certified public accountants, and brokers. With a focus on transparency, cost-effectiveness, and customization, Aspire Financial Services utilizes innovative business process outsourcing solutions to enhance the management of retirement plans, enabling stakeholders to make informed investment decisions. In 2013, the company rebranded from ASPire Financial Services to Aspire Financial Services, LLC and is currently a subsidiary of PCS Retirement, LLC.
Catalyst Repository Systems
Private Equity Round in 2012
Catalyst Repository Systems specializes in litigation support software and hosted document repositories, offering solutions for regulatory compliance and document-intensive matters. The company provides the Catalyst CR platform, which facilitates search, review, and analytics, alongside Catalyst XE, a central repository for case and matter management, insurance claims, and financial transactions. Catalyst also offers a range of consulting services that include defensible search strategies, multi-language processing, and managed review. Founded in 1998 and based in Denver, Colorado, Catalyst has expanded its presence with offices in major U.S. cities and an international location in Hong Kong, as well as a development center in Bangalore, India. The company, previously known as CaseShare Systems until its rebranding in 2006, focuses on enhancing efficiency and reducing costs for its clients throughout the litigation lifecycle, from document processing to trial preparation.
Globant
Series C in 2012
Globant is a digitally native company that specializes in assisting organizations with their digital transformation efforts. Founded in 2003 in Argentina and now headquartered in Luxembourg, Globant focuses on creating customized software solutions that blend innovation, design, and engineering. The company primarily serves clients in the United States and Latin America, with a notable concentration in the media, entertainment, and financial services sectors. By leveraging advanced technologies, including artificial intelligence, Globant aims to bridge the gap between businesses and consumers, enabling organizations to reinvent themselves and enhance customer experiences.
CashStar
Series C in 2011
CashStar, Inc. operates a cloud-based digital gifting platform that offers comprehensive solutions for gift card commerce. The company provides various services, including CashStar Consumer, which allows users to personalize gift cards, and CashStar Marketing, which facilitates the management of promotions across multiple channels. Additionally, CashStar Business serves as a business-to-business gift card solution, while CashStar Assist enhances customer service for merchants. The platform also features CashStar Manager for prepaid commerce administration and CashStar Product eGifting, enabling online shoppers to send physical gifts via email directly from retailers' e-commerce sites. CashStar's offerings include application services, transaction processing, risk management, and marketing programs, catering to a diverse range of sectors such as retail, dining, and travel. Founded in 2002 and headquartered in Portland, Maine, CashStar operates as a subsidiary of Blackhawk Network, Inc.
Apex Group
Venture Round in 2011
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.
Perfecto Mobile
Series B in 2011
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications. The company provides a range of solutions including Continuous Quality Lab for mobile application and responsive website testing, as well as DevTunnel for debugging applications. Perfecto Mobile's offerings encompass remote browser and mobile device testing, ensuring manual testing on real devices and cross-browser compatibility. The company also delivers enterprise-grade security solutions focused on data protection and compliance. In addition to its testing platform, Perfecto Mobile offers professional services such as automated test case creation, custom automation solutions, and training services. Its diverse client base includes Fortune 500 companies across sectors like banking, insurance, retail, telecommunications, and media. Established in 2006 and headquartered in Minneapolis, Minnesota, Perfecto Mobile also maintains offices in Israel, the United Kingdom, and Germany, along with data centers in multiple locations throughout North America and the UK.
Centro
Series A in 2010
Centro is a global provider of workflow automation, intelligence, and programmatic trading software designed for the marketing enterprise. The company focuses on enhancing marketing performance by offering a comprehensive platform that unifies various aspects of programmatic and direct media buying, workflow automation, and cross-channel campaign planning. Centro’s solutions aim to simplify digital media complexities, enabling seamless collaboration and delivering actionable insights through universal reporting and business intelligence. With its headquarters in Chicago, Centro serves clients across North America, South America, and Europe, establishing a strong presence in the marketing technology landscape. The company is recognized for its commitment to creating a positive workplace culture and supporting its employees.
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