Hamilton Lane is an independent investment management firm specializing in private equity and alternative investments. Established in 1991 and headquartered in Bala Cynwyd, Pennsylvania, the firm provides a range of services, including customized private equity portfolios, direct investments, and fund of funds. Hamilton Lane focuses on various sectors, such as technology, healthcare, real estate, and natural resources, and invests in companies across North America, Latin America, Europe, Asia, and Australia. The firm typically targets middle market companies and prefers to invest between $1 million and $100 million, often seeking a majority stake. Its clientele includes public and corporate pension plans, sovereign wealth funds, financial institutions, and high-net-worth individuals, reflecting a commitment to managing diverse investment strategies tailored to individual client needs. Hamilton Lane also emphasizes in-house research and a combination of quantitative and qualitative analysis to inform its investment decisions.
Aiola is a company that specializes in speech artificial intelligence technology aimed at enhancing business processes. Its platform serves Sales, Marketing, and Core Operations managers by providing tools for data-driven decision-making. Aiola's offerings include accurate sales and demand forecasting, optimization of trade promotions, analysis of new product launches, and market share forecasting. By leveraging these capabilities, businesses can identify cost savings, improve operational efficiency, and maximize revenues, ultimately facilitating sustainable growth. The technology captures valuable spoken data that would otherwise be lost, enabling a collaborative and safe environment for completing processes more effectively.
ADDX is a digital securities platform for private equity investment. Through the use of Digitized Security Offerings, iSTOX offers a more innovative, flexible, inclusive, and efficient system for an emerging generation of investors and issuers. As part of its mission, iSTOX seeks to enable all users to transact precisely as and how they like and extends capital markets access to a wider segment of the community. iSTOX was established in 2017 and is based in Singapore.
StashAway is a wealth management platform that focuses on personalized financial planning and portfolio management for both retail and accredited investors. The platform offers tailored investment portfolios and wealth management solutions designed to meet a wide range of financial needs. StashAway employs a unique risk-management investment strategy known as ERAA® (Economic Regime-based Asset Allocation), which aims to maximize long-term returns while maintaining consistent risk exposure for each client, even amidst changing economic conditions. By offering low fees and customized strategies, StashAway enables investors to effectively build and protect their wealth.
HazelTree Fund Services, Inc. specializes in integrated treasury management solutions for the buy-side sector, including hedge funds, asset managers, and other financial institutions. The company offers a range of services such as cash management, securities financing, collateral management, counterparty management, and margin management, all aimed at enhancing performance and mitigating risk. HazelTree's proprietary software provides users with a comprehensive view of cash rates, pricing on debit and credit balances, and collateral across multiple counterparties, facilitating informed decision-making from a single platform. Established in 2009 and headquartered in New York City, with additional offices in London and Hong Kong, HazelTree has evolved from its former name, Agora Systems, Inc., in 2010, to become a key player in treasury management for institutional investors globally.
CAIS Capital LLC is a financial technology platform based in New York that connects independent financial advisors with a diverse range of alternative investment products. Founded in 2009, CAIS serves the multi-trillion-dollar independent wealth channel by providing access to specialized investment options, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. The platform streamlines the execution process for these investments and is enhanced by independent due diligence services from Mercer. By offering tools for portfolio construction and reporting, CAIS aims to empower financial advisors to navigate complex market conditions and improve client outcomes. The firm is a member of the National Futures Association, and its securities are offered through CAIS Capital LLC, which is a member of FINRA and SIPC.
ADDX is a digital securities platform for private equity investment. Through the use of Digitized Security Offerings, iSTOX offers a more innovative, flexible, inclusive, and efficient system for an emerging generation of investors and issuers. As part of its mission, iSTOX seeks to enable all users to transact precisely as and how they like and extends capital markets access to a wider segment of the community. iSTOX was established in 2017 and is based in Singapore.
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.
Fetch Rewards, LLC operates a mobile application that enables users to scan their grocery receipts from various retail outlets, including grocery, convenience, drug, liquor, and club stores. Founded in 2012 and based in Madison, Wisconsin, the platform allows users to accumulate points through their purchases, which can then be redeemed for gift cards to various retailers. The app simplifies the savings process for consumers while offering brand partners valuable insights into shopping behaviors and the ability to reward customer loyalty effectively. Fetch Rewards aims to enhance the shopping experience by making it easy to save on everyday purchases.
Novata is a technology platform based in New York, established in 2021, that focuses on enhancing corporate governance measurement and data collection for private markets. The platform offers a streamlined reporting framework that consolidates various metrics, along with a secure contributory database where private companies can report their data. Additionally, Novata provides objective benchmarking against both private and public company peers, enabling private businesses to derive valuable insights and effectively navigate the environmental, social, and governance (ESG) landscape. By equipping private equity firms and companies with essential reporting tools, Novata aids them in communicating relevant information to investors, regulators, and other stakeholders, promoting a more sustainable and inclusive form of capitalism.
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.
RealEats is a food tech company specializing in premium meal prep delivery services that focus on providing healthy, convenient meals. The company emphasizes reducing food waste by offering chef-designed meals made from whole, unprocessed ingredients sourced responsibly, often from local farms in New York's Finger Lakes region. RealEats delivers these nutritionally rich meals directly to consumers in single portion sizes, using vacuum-packed packages to ensure freshness. By prioritizing quality and sustainability, RealEats aims to simplify the process of enjoying nutritious, homemade meals for its customers.
Canoe Software Inc. develops an artificial intelligence-based software solution for financial document and data management, primarily targeting allocators and investors in alternative assets. Founded in 2013 and based in New York, the company specializes in automating the collection, organization, and categorization of investment documents. Its software enables users to extract unstructured data from these documents and integrate it into various accounting and reporting platforms, enhancing data accuracy and operational efficiency. Canoe’s services cater to a diverse clientele, including single and multi-family offices, endowments, foundations, pensions, investment consultants, wealth managers, and financial institutions. By transforming PDF reports into actionable data, Canoe aims to improve the post-investment operational, monitoring, and reporting experience for its clients.
LeagueApps is committed to making the world a better place through increased access to youth sports. Born and bred in New York City, LeagueApps is the only technology and community platform designed to power youth and local sports experiences, and support the organizers that make them happen. Through software and the NextUp platform, which offers youth sports organizers opportunities for professional development and networking, LeagueApps supports and strengthens an industry that makes a difference in the lives of kids and families every day. FundPlay, a philanthropic program focused on sports-based youth development programs in underserved communities, is also supported by the LeagueApps team. LeagueApps works with thousands of leading youth sports organizations, as well as pro teams, leagues, and athletes. It was founded in 2010 and headquartered in New York, United States.
Illumio, Inc. is a cloud-based security company specializing in protecting data and information from cyber threats. Founded in 2012 and headquartered in Sunnyvale, California, Illumio develops the Adaptive Security Platform (ASP), which provides security for data center and cloud traffic. The company's offerings include Illumination, an application traffic mapping tool; Enforcement, which focuses on application nano-segmentation; and SecureConnect, a data protection solution. Illumio employs adaptive segmentation technology to prevent unauthorized communications and control lateral movement within networks, enhancing security for its clients, which include notable organizations such as Plantronics, Yahoo, and NTT Innovation Institute, Inc. The leadership team consists of industry veterans with extensive backgrounds in virtualization, networking, and security.
Venn Ltd. operates co-living facilities that offer private and shared living and working arrangements. It provides a community engagement and social impact platform that manage homes, create shared spaces, support hyperlocal business initiatives and services, programs, events, and facilitate community engagement. The company was founded in 2015 and is headquartered in Tel Aviv, Israel with additional offices in Brooklyn, New York and Berlin, Germany.
Advise Insurance is a Medicare concierge agency dedicated to assisting seniors in their communities with health insurance selection and enrollment. The agency offers comprehensive services that promote healthy living for seniors, focusing on maintaining strong connections between patients and their healthcare providers. Advise Health Holdings, the parent company, also oversees Bloom Insurance, which is a Medicare enrollment platform that operates with licensed agents throughout the contiguous United States. Through partnerships with healthcare professionals, Advise Insurance provides informative seminars on Medicare and facilitates a transparent comparison of various Medicare plans, ensuring that elderly individuals receive the necessary guidance to choose the healthcare options that best suit their needs.
Imperfect Foods, Inc. is an online grocery delivery service dedicated to reducing food waste and promoting a sustainable food system. Founded in 2015 and based in San Francisco, California, the company rescues and redistributes a variety of grocery items, including produce, shelf-stable goods, dairy, meat, and seafood. By focusing on excess and imperfect products, Imperfect Foods helps support farmers and producers while providing customers with healthy, seasonal food at discounted prices compared to traditional grocery stores. The company delivers a range of mixed boxes—such as fruit, veggie, regular, and organic—to homes and offices in various locations, including Oakland, Berkeley, and Alameda. Its commitment to eliminating food waste and its adaptability during the COVID-19 pandemic highlight its potential for long-term success.
361 Infrastructure Partners is a leading sustainable infrastructure platform focused on solving the aging infrastructure problem impacting our communities and the environment. Through impact-driven investments that are measurable, our goal is to invest in social infrastructure projects that replace failing essential service assets with modernized, energy-efficient equipment—accelerating a future state of modern, sustainable infrastructure with a positive societal impact.
QualiSystems Ltd. develops and markets software test automation solutions for telecom equipment, network services and embedded system testing. Its TestShell software framework optimize device and systems testing while reducing testing time and overhead efforts. The framework covers the entire testing cycle with GUI based test editor, automated parallel test execution, vendor agnostic integration to existing test equipment, automated topology set up, resources scheduling, lab management and reporting and analysis capabilities. The company headquarters and expert R&D team are located in Israel. Direct Sales and Customer Support centers are held in United States, United Kingdom, Singapore, China, Germany, Korea and Taiwan. Partner representatives are held across EMEA, APAC and North America. The company was founded in 2004 as Nibea Quality Management Solutions and changed its name to QualiSystems Ltd. in March 2007.
TEAM Services Group
Private Equity Round in 2021
TEAM Services Group provides household employment and home care solutions through family of companies across the United States.
AeroSafe Global specializes in the development and production of aerogels and related materials designed for temperature-sensitive shipping needs. Operating primarily in the United States, the company addresses thermal insulation requirements for transporting biomedical, pharmaceutical, and other temperature-sensitive products. AeroSafe Global offers cold-chain services tailored for the biopharma industry, ensuring zero temperature excursions for clients and their products. Through proprietary packaging, logistics, and operational services, the company creates customized solutions that guarantee the safe delivery of sensitive biopharmaceuticals. Founded in 1995 and headquartered in Rochester, New York, AeroSafe Global also maintains additional offices in Kentucky, Nevada, Germany, and Canada.
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
MinuteMedia is a digital sports media and technology company that focuses on content creation and distribution. Established in 2011 and headquartered in London, it operates an online platform that enables fans and social influencers to create, publish, and share sports content across various formats, including articles, videos, and interactive media. The company supports a diverse range of digital media brands, including 90min, which caters to football enthusiasts, and 12up, which focuses on U.S. sports. Additionally, MinuteMedia offers DBLTAP, a platform for e-sports content, and Mental Floss, known for its engaging lifestyle content. With a commitment to innovation, MinuteMedia delivers over 1,000 pieces of curated content daily in multiple languages, serving a broad audience that includes advertisers, publishers, and Fortune 500 companies.
Canoe Software Inc. develops an artificial intelligence-based software solution for financial document and data management, primarily targeting allocators and investors in alternative assets. Founded in 2013 and based in New York, the company specializes in automating the collection, organization, and categorization of investment documents. Its software enables users to extract unstructured data from these documents and integrate it into various accounting and reporting platforms, enhancing data accuracy and operational efficiency. Canoe’s services cater to a diverse clientele, including single and multi-family offices, endowments, foundations, pensions, investment consultants, wealth managers, and financial institutions. By transforming PDF reports into actionable data, Canoe aims to improve the post-investment operational, monitoring, and reporting experience for its clients.
Fundbox, Inc. is a technology company based in San Francisco, California, with an additional office in Plano, Texas, that specializes in providing payment and credit solutions for small and mid-size businesses (SMBs). Founded in 2013, Fundbox operates an AI-driven cash flow management platform designed to streamline business payments and enhance credit network systems. By leveraging machine learning and deep data analytics, Fundbox offers invoice financing and lines of credit, enabling businesses to improve their cash flow by accelerating payments against outstanding invoices. This allows sellers of all sizes to enhance their average order volumes and close rates by providing more competitive payment terms to their SMB buyers, thereby disrupting the B2B commerce market.
monday.com Labs Ltd. is a provider of a cloud-based team management platform designed for various organizations, including academic institutions, manufacturing companies, and the hospitality sector. Founded in 2012 and headquartered in Tel Aviv, Israel, the company offers a flexible work operating system that enables teams to create customized workflow applications quickly and without coding. Its platform includes features like customizable workflow templates, time tracking, automations to reduce manual tasks, and dashboards for real-time insights. Additionally, monday.com integrates with popular tools to enhance workflow efficiency. The company serves over 225,000 customers across more than 200 countries, empowering teams to streamline processes and focus on their core tasks. Formerly known as DaPulse Labs Ltd., the company rebranded to monday.com Labs Ltd. in November 2017.
AeroSafe Global specializes in the development and production of aerogels and related materials designed for temperature-sensitive shipping needs. Operating primarily in the United States, the company addresses thermal insulation requirements for transporting biomedical, pharmaceutical, and other temperature-sensitive products. AeroSafe Global offers cold-chain services tailored for the biopharma industry, ensuring zero temperature excursions for clients and their products. Through proprietary packaging, logistics, and operational services, the company creates customized solutions that guarantee the safe delivery of sensitive biopharmaceuticals. Founded in 1995 and headquartered in Rochester, New York, AeroSafe Global also maintains additional offices in Kentucky, Nevada, Germany, and Canada.
Venn Ltd. operates co-living facilities that offer private and shared living and working arrangements. It provides a community engagement and social impact platform that manage homes, create shared spaces, support hyperlocal business initiatives and services, programs, events, and facilitate community engagement. The company was founded in 2015 and is headquartered in Tel Aviv, Israel with additional offices in Brooklyn, New York and Berlin, Germany.
MinuteMedia is a digital sports media and technology company that focuses on content creation and distribution. Established in 2011 and headquartered in London, it operates an online platform that enables fans and social influencers to create, publish, and share sports content across various formats, including articles, videos, and interactive media. The company supports a diverse range of digital media brands, including 90min, which caters to football enthusiasts, and 12up, which focuses on U.S. sports. Additionally, MinuteMedia offers DBLTAP, a platform for e-sports content, and Mental Floss, known for its engaging lifestyle content. With a commitment to innovation, MinuteMedia delivers over 1,000 pieces of curated content daily in multiple languages, serving a broad audience that includes advertisers, publishers, and Fortune 500 companies.
Grasshopper Bank, National Association is a commercial bank headquartered in New York City, specializing in providing banking products and services to businesses across the United States. Established in 2019, the bank offers a range of financial solutions including term loans, lines of credit, and lending for owner-occupied real estate and asset-based financing. Grasshopper Bank also provides deposit products and online banking services, focusing on serving founders, their companies, and the investors that support them within the innovation economy. The institution aims to simplify and enhance the banking experience, ensuring it is secure, transparent, and efficient for its clients.
Puls is a venture-funded startup based in San Francisco, California, that operates a nationwide platform connecting customers with service providers for a range of home services. Founded in 2015, the company specializes in handyman services, appliance repair, TV mounting, and disinfection. Its offerings include furniture assembly, wall hanging, drywall repair, interior painting, and installation of various appliances and devices. Additionally, Puls provides same-day repair services for tech devices, Wi-Fi configuration, garage door installation, and security system setup. By facilitating convenient access to local technicians, Puls aims to meet the diverse needs of homeowners and enhance their service experience.
Cobalt Software enables private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want. Cobalt works with management, finance, valuations, investor relations, and deal teams at private equity and venture capital firms to build a suite of data and reporting solutions that suit their firm size and investment style.
It was founded in 2011 and headquartered in Boston, Massachusetts.
Real Asset Portfolio Management LLC (RAPM) is a Registered Investment Advisor based in Portland, Oregon, specializing in tailored real asset solutions for institutional clients. The firm focuses on global real estate, natural resources, and infrastructure, offering comprehensive portfolio management and consulting services. RAPM's team consists of professionals with extensive investment experience in both institutional limited partner and principal investing roles. They emphasize a client-specific approach, working closely with a select group of institutional clients to develop customized investment allocation policies and targeted strategies. Their services encompass strategy development, both discretionary and non-discretionary portfolio management, due diligence, manager selection, monitoring, and performance measurement. RAPM operates as a subsidiary of Hamilton Lane Incorporated, having been acquired in August 2017.
DealCloud, Inc. is a technology company that provides cloud-based deal management and workflow solutions tailored for private equity, growth capital firms, investment banks, and debt capital investors. Established in 2010 and headquartered in Hoboken, New Jersey, with additional offices in New York, Charlotte, London, and Mumbai, DealCloud offers a comprehensive platform that addresses the operational needs of dealmakers. Its services encompass pipeline management, document retention, portfolio management, and key performance indicator analytics, among others. The platform also includes a CRM solution and a data room dashboard to facilitate deal marketing and task assignments. With a focus on enhancing efficiency in deal sourcing, financing, and due diligence, DealCloud aims to streamline the traditional processes of the financial industry. The company provides hands-on sales, implementation, and ongoing support to ensure that clients can effectively utilize its technology to improve their business operations. As of 2018, DealCloud operates as a subsidiary of Intapp, Inc.
Cobalt Software enables private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want. Cobalt works with management, finance, valuations, investor relations, and deal teams at private equity and venture capital firms to build a suite of data and reporting solutions that suit their firm size and investment style.
It was founded in 2011 and headquartered in Boston, Massachusetts.
LeverPoint’s commitment to the highest ethical standards, strict quality control, and timely reporting mitigates risk, increases efficiencies, and enhance investor relationships. This dedication to superior customer service and client trust adds to the integrity of the financial industry making LeverPoint® a preferred solution for third-party Fund Administration.
DealCloud, Inc. is a technology company that provides cloud-based deal management and workflow solutions tailored for private equity, growth capital firms, investment banks, and debt capital investors. Established in 2010 and headquartered in Hoboken, New Jersey, with additional offices in New York, Charlotte, London, and Mumbai, DealCloud offers a comprehensive platform that addresses the operational needs of dealmakers. Its services encompass pipeline management, document retention, portfolio management, and key performance indicator analytics, among others. The platform also includes a CRM solution and a data room dashboard to facilitate deal marketing and task assignments. With a focus on enhancing efficiency in deal sourcing, financing, and due diligence, DealCloud aims to streamline the traditional processes of the financial industry. The company provides hands-on sales, implementation, and ongoing support to ensure that clients can effectively utilize its technology to improve their business operations. As of 2018, DealCloud operates as a subsidiary of Intapp, Inc.
Eaton Towers Limited is a prominent telecom tower company based in London, specializing in acquiring, building, and leasing shared infrastructure services to mobile and data network operators across Africa. Founded in 2009, the company has established a significant presence in countries including Ghana, Uganda, Kenya, Burkina Faso, and Niger, boasting over 5,000 towers. Eaton Towers provides a range of services such as build-to-suit towers, co-location, in-building solutions, small cells, sale and leaseback, and managed services. It aims to address the growing demand for voice and data services driven by increased smartphone usage and the need for improved network coverage in rural areas. By enabling mobile network operators to share infrastructure, Eaton Towers helps reduce capital and operating costs, which is critical in a region where network build and operating expenses are notably high. Its customer base includes major African mobile operators like Airtel, MTN, Orange, Tigo, Vodacom, and Vodafone, positioning Eaton Towers as a key player in the African telecommunications landscape.
Kony is a mobile application development platform provider enabling companies to deliver innovative mobile solutions. Kony helps organizations of all sizes drive business ingenuity transforming ideas into innovative and secure omnichannel applications. It was founded in 2007 and headquartered in Austin, Texas.
Pure Life Renal, LLC is a dialysis service provider based in Hollywood, Florida, established in 2013. The company specializes in delivering a comprehensive range of kidney care solutions for patients with end-stage renal disease, including in-center hemodialysis, home hemodialysis, and peritoneal dialysis. Pure Life Renal focuses on forming partnerships with nephrologists, enabling them to maintain greater autonomy in patient management while providing essential business and operational support. By acquiring, developing, and managing dialysis clinics, Pure Life Renal aims to create an environment that allows physicians to concentrate on patient care while ensuring efficient administrative operations.
Shott capital Managment
Acquisition in 2013
Shott Capital Management, LLC is a privately owned investment manager. The firm provides advisory services and distribution management programs/services to its clients. It primarily provides its services to public and private pension plans, foundations, endowments, and other financial institutions.
The Richcourt Group a top international hedge fund manager of managers firm.
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