Panorama Point Partners

Panorama Point is a private equity firm based in Omaha, Nebraska, established in 2012. It focuses on growth-stage investments in small and mid-sized businesses primarily in the United States and Western Europe. The firm is backed by over $125 million in committed capital from family offices, foundations, and entrepreneurs globally, and is currently raising its second investment fund, targeting $200 million. Founded by experienced professionals Stephen J. George and Clarey L. Castner, Panorama Point aims to invest in diversified growth-stage companies across various sectors. The firm emphasizes identifying compelling investment opportunities that are often hard to access, seeking to optimize returns while managing risk effectively.

Stephen George

Founder and Managing Partner

Alex Lam

Partner and COO

26 past transactions

Liqid

Series C in 2021
Liqid Inc. is an IT company that specializes in developing infrastructure hardware and software platforms for data centers. Founded in 2013 and headquartered in Broomfield, Colorado, Liqid offers a range of composable infrastructure products that allow users to efficiently manage, scale, and configure physical bare-metal server systems. Its platform includes solutions for composable storage, high-memory products, and an AI platform, as well as development kits and expansion solutions. The company's software disaggregates server components, such as CPUs, GPUs, and NVMe storage, into resource pools that can be dynamically allocated as business needs change. The Command Center software provides an intuitive interface that enables users to quickly create and reallocate servers, optimizing IT resources on demand.

Liqid

Series B in 2019
Liqid Inc. is an IT company that specializes in developing infrastructure hardware and software platforms for data centers. Founded in 2013 and headquartered in Broomfield, Colorado, Liqid offers a range of composable infrastructure products that allow users to efficiently manage, scale, and configure physical bare-metal server systems. Its platform includes solutions for composable storage, high-memory products, and an AI platform, as well as development kits and expansion solutions. The company's software disaggregates server components, such as CPUs, GPUs, and NVMe storage, into resource pools that can be dynamically allocated as business needs change. The Command Center software provides an intuitive interface that enables users to quickly create and reallocate servers, optimizing IT resources on demand.

Forge

Series B in 2018
Forge Global is a private securities marketplace that serves the complex and emerging needs of the private market ecosystem by forging new connections through its technology, data, and expertise. Founded in 2014, the firm empowers investors and shareholders by facilitating liquidity in the private markets. Forge is backed by top Silicon Valley investors and large, global institutions including Deutsche Börse, Temasek, Wells Fargo, BNP Paribas, FT Partners, Draper Associates, Peter Thiel, Munich Re Ventures, and LUN Partners Group.

Alterra Home Loans

Private Equity Round in 2016
Alterra Home Loans is a rapidly growing mortgage banker known for its strong performance in the home loan sector, particularly in Nevada, where it has consistently ranked at the top for purchase transactions closed. The company focuses on serving homebuyers and real estate professionals by providing a range of loan options, including government and conventional loans, which facilitate the homeownership process for borrowers. Alterra employs an advanced technological platform that streamlines operations across its Sales, Management, and Operations divisions, allowing for real-time business insights and responsive decision-making. Through its commitment to innovation and client-centered service, Alterra aims to meet the needs of its customers effectively.

SpringCM

Venture Round in 2016
SpringCM Inc. is a cloud-based document and contract management platform based in Chicago, Illinois, founded in 2005. The company provides solutions that streamline the contract lifecycle, encompassing contract creation, negotiation, approval, signature, archiving, and renewal. Additionally, it offers a digital asset management system that automates processes related to content management, sharing, and collaboration. SpringCM's software enables organizations to efficiently store, organize, and search for documents while facilitating collaboration both internally and externally. The platform is delivered as Software-as-a-Service and includes a mobile application for enhanced accessibility. SpringCM serves various sectors, including legal, IT, operations, sales, human resources, public sector, procurement, and finance. The company also provides consulting, training, and support services to its clients. In 2018, SpringCM became a subsidiary of DocuSign, Inc., and has established a strategic partnership with Salesforce to enhance its service offerings.

HeartFlow

Series D in 2016
HeartFlow, Inc. is a medical technology company that specializes in non-invasive solutions for coronary artery disease detection. Founded in 2007 and based in Redwood City, California, with additional offices in Portland, Austin, London, and Tokyo, the company offers its HeartFlow Analysis, which utilizes data from standard computerized tomography scans to create personalized three-dimensional models of a patient's heart. This analysis helps clinicians evaluate the impact of blockages on blood flow, facilitating informed treatment decisions while minimizing the need for invasive testing. HeartFlow's technology integrates over two decades of scientific research with advancements in artificial intelligence, making its HeartFlow FFRCT Analysis available in the United States, Canada, Europe, the United Kingdom, and Japan.

SpringCM

Venture Round in 2016
SpringCM Inc. is a cloud-based document and contract management platform based in Chicago, Illinois, founded in 2005. The company provides solutions that streamline the contract lifecycle, encompassing contract creation, negotiation, approval, signature, archiving, and renewal. Additionally, it offers a digital asset management system that automates processes related to content management, sharing, and collaboration. SpringCM's software enables organizations to efficiently store, organize, and search for documents while facilitating collaboration both internally and externally. The platform is delivered as Software-as-a-Service and includes a mobile application for enhanced accessibility. SpringCM serves various sectors, including legal, IT, operations, sales, human resources, public sector, procurement, and finance. The company also provides consulting, training, and support services to its clients. In 2018, SpringCM became a subsidiary of DocuSign, Inc., and has established a strategic partnership with Salesforce to enhance its service offerings.

Eat Fit Go

Venture Round in 2016
Eat Fit Go provides a simple solution to eating healthy on the go. Eat Fit Go's chef-driven meals are made fresh daily, never frozen, free of preservatives or artificial ingredients. The company's meals are high in protein, low in sodium and allergy-friendly.

Striim

Series B in 2015
Striim is a technology company specializing in unified, real-time data streaming and integration for enterprise analytics and operations. Founded in 2012 and headquartered in Palo Alto, California, Striim provides a platform that enables organizations to create smart data pipelines for continuous ingestion, processing, and delivery of large volumes of data from various sources such as enterprise databases, log files, messaging systems, and sensors. The platform supports both self-managed and fully-managed (SaaS) deployments, facilitating integration with cloud environments and targets like Google BigQuery, Azure Synapse, and Snowflake. By leveraging non-intrusive change data capture, Striim ensures sub-second latency, empowering businesses to perform real-time analytics and operational tasks, enhance customer responsiveness, and drive innovation.

MadVapes

Venture Round in 2015
MadVapes LLC, founded in 2009 in Huntersville, NC, started as a small home operation and has since grown into a thriving business with a 10,000 sq foot warehouse. Specializing in vaping products, MadVapes has built a reputation for quality and customer service in the industry. With its humble beginnings and rapid expansion, MadVapes continues to provide a wide range of vaping supplies to customers nationwide.

ROBUR

Venture Round in 2015
ROBUR is a company focused on providing high-end industrial services that address the challenges of digital transformation and ecological change. Aiming to establish itself as a leading player in the Mittelstand sector, ROBUR concentrates on delivering essential technical services that enhance industrial performance. The company strategically bundles resources within specific subsectors, ensuring that it offers industry-leading services primarily in German-speaking countries. ROBUR seeks to provide an alternative solution for business owners and stakeholders who desire a stable, long-term home for their companies, allowing them to maintain their entrepreneurial roots and cultural values. This approach not only offers a competitive edge in the market but also fosters an environment where all stakeholders are motivated to contribute their best efforts. By operating as a partnership of companies, ROBUR combines the advantages of a large organization with the agility and responsiveness characteristic of Mittelstand firms.

Zenefits

Series C in 2015
Zenefits is a cloud-based human resources platform tailored for small and medium-sized businesses. It serves as an all-in-one solution for managing various HR functions, including benefits administration, employee onboarding and off-boarding, time tracking, payroll, and compliance. The platform integrates its own applications with numerous third-party providers, allowing for a cohesive and mobile HR experience. By centralizing these HR processes into a single dashboard, Zenefits enables businesses to streamline their operations, enhance employee management, and maintain regulatory compliance. Thousands of organizations utilize Zenefits to empower their workforce and efficiently manage HR-related tasks.

Midwest Medical Transport

Venture Round in 2015
Midwest Medical Transport Company is private ambulance service. They provide quality, reliable transportation services throughout the region. Their growing fleet of state-of-the-art ambulances, medical helicopters, and para-transit wheelchair vans are ready at a moment’s notice. They have maintained a steadfast focus on two key components, quality patient care, and customer service. Their providers are courteous, compassionate, and empathetic to their patients and their families. They also focus on providing quality service to the healthcare facilities that call upon us to transport their patients.

Porch

Series B in 2015
Porch.com, Inc. operates an online platform designed to connect homeowners with local home repair services and facilitate the arrangement of installation services for products purchased through e-commerce channels. Founded in 2011 and based in Seattle, Washington, the company provides a range of services to enhance the homeownership experience. Its offerings include a moving concierge service that assists homebuyers in navigating essential services such as insurance, security, and internet services, thereby streamlining the moving process. Furthermore, Porch provides software solutions tailored for home service providers, including tools for inspections and mortgage services, supporting various aspects of home management and improvement. The company also maintains a strategic partnership with Cinch Home Services Inc., enhancing its service offerings in the home services sector.

Pacific Premier Trust

Debt Financing in 2014
Pensco Trust Company, founded in 1989 and based in the United States, specializes in managing retirement accounts for clients. As an alternative asset custodian, it has extensive experience in holding various investment types, including private equity and real estate. The company provides investment advisory services tailored for registered investment advisors, financial planners, and investment sponsors, as well as crowdfunding platforms. Pensco Trust aims to help clients navigate the complexities of alternative assets, ensuring optimal returns on their investments through a reliable custodial framework.

PeerIQ

Seed Round in 2014
PeerIQ, Inc. is a financial information services company based in New York that specializes in the peer-to-peer lending sector. The firm provides institutional investors with an analytics platform that aggregates loan data from various online P2P marketplaces, offering credit risk analytics and benchmarks. These tools enable clients to assess loan performance, generate cash flows, develop investment strategies, price credit instruments, and manage loan portfolios while evaluating associated risks. Additionally, PeerIQ offers a Consumer Credit Suite, which integrates consumer credit datasets with its risk analytics platform, assisting clients in optimizing their loan portfolios and making informed investment and origination decisions. Founded in 2001, PeerIQ aims to enhance the P2P lending market by promoting transparency and efficient risk management through its comprehensive analytics solutions.

Banyan Finance

Debt Financing in 2014
Banyan Finance, LLC, founded in 2007 and based in Boca Raton, Florida, specializes in providing casualty medical plans tailored for physicians and medical service providers, including MRI facilities, outpatient surgery centers, and hospitals. The company addresses the needs of uninsured and under-insured accident victims by facilitating access to necessary medical treatments. It also offers financial solutions for medical providers through traditional insurance contracts and factoring relationships. Additionally, Banyan Finance provides customized specialty finance solutions to the healthcare sector, including various investment opportunities like debt, equity, and receivables-based financing. By doing so, the company helps healthcare providers secure immediate cash and ongoing cash flows, enabling them to structure financial packages that meet their specific needs.

Lending Club

Venture Round in 2014
Lending Club is an online financial community that brings together creditworthy borrowers and savvy investors so that both can benefit financially. They replace the high cost and complexity of bank lending with a faster, smarter way to borrow and invest. Founded in 2007, the company is headquartered in San Francisco, California, United States.

ElectraVapor

Venture Round in 2014
ElectraVapor is a North Carolina-based company that specializes in the electronic cigarette industry. The company offers a variety of products, including flavors that allow users to customize their vaping experience. In addition to e-liquids, ElectraVapor provides essential accessories such as atomizers, cartridges, chargers, and dual coil cartomizers. Their product range includes both pre-filled and refillable cartridges, catering to a diverse consumer base seeking options that align with their personal preferences.

Pacific Premier Trust

Venture Round in 2014
Pensco Trust Company, founded in 1989 and based in the United States, specializes in managing retirement accounts for clients. As an alternative asset custodian, it has extensive experience in holding various investment types, including private equity and real estate. The company provides investment advisory services tailored for registered investment advisors, financial planners, and investment sponsors, as well as crowdfunding platforms. Pensco Trust aims to help clients navigate the complexities of alternative assets, ensuring optimal returns on their investments through a reliable custodial framework.

Mode Analytics

Seed Round in 2014
Mode Analytics, Inc. is a developer of a collaborative analytics platform designed to facilitate data-informed decision-making. Established in 2013 and based in San Francisco, the company offers a solution that enables data analysts and data scientists to analyze, visualize, and share data effectively. The platform features a central repository that allows analysts to access work in real-time, helping them to resolve issues without the need to recreate previous analyses. Mode Analytics serves a variety of industries, including consumer packaged goods, finance, healthcare, retail, media, and software as a service, offering tailored solutions for data, finance, operations, product, and sales and marketing functions.

iCapital Network

Series B in 2014
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Coupang

Venture Round in 2014
Coupang is an e-commerce company that specializes in a wide range of products, including apparel, electronics, footwear, food items, furniture, and nutritional supplements. The company operates primarily through two segments: Product Commerce and Developing Offerings. The Product Commerce segment, which is the main source of revenue, encompasses both core retail with owned inventory and marketplace offerings that feature third-party merchants. Additionally, Coupang offers Rocket Fresh, a service for fresh grocery products, along with advertising solutions linked to its product offerings. Through its diverse range of products and services, Coupang aims to enhance the online shopping experience for consumers in its market.

Addepar

Series C in 2014
Addepar, Inc. is a technology company that provides an investment management platform tailored for wealth and asset management firms. Founded in 2009 and headquartered in Mountain View, California, Addepar specializes in data aggregation, reconciliation, investment analysis, and reporting services. The platform supports over 800 firms globally, managing assets exceeding $4 trillion, and serves a diverse clientele, including family offices, financial institutions, and foundations. Addepar’s offerings include onboarding and ongoing support, as well as an open API that allows clients to integrate and develop applications on its platform. Additionally, the company provides access to a marketplace for investment products, particularly in alternative and private markets. With a flexible workforce and several offices in key locations, including New York City and Chicago, Addepar aims to enhance data-driven investment decisions and client outcomes through its comprehensive software solutions.

Klarna

Venture Round in 2014
Klarna Inc. is an e-commerce payment solutions provider that serves both merchants and consumers, specializing in flexible payment options. Founded in 2005 and headquartered in Columbus, Ohio, with additional offices in New York City, Klarna offers a range of services including direct payments, pay-after-delivery options, and installment plans. The company is recognized for its "buy now, pay later" model, allowing shoppers to finance their retail purchases with interest-free payments. Klarna also enhances the shopping experience through its app, which offers features such as cashback rewards and on-site messaging for retailers. As a regulated bank, Klarna operates under a framework that supports a variety of payment processing and dispute resolution services, aiming to make transactions simple, safe, and smooth for users.

AUTO1 Group

Seed Round in 2013
AUTO1 Group, established in 2012 and headquartered in Berlin, Germany, operates a technology-driven used car marketplace. It connects buyers and sellers, including consumers and dealers, across Europe and North America. AUTO1 Group sources used cars from various channels such as original equipment manufacturers (OEMs), dealerships, and its own business units, then sells them through its global dealership network. The company's platform offers a simple, transparent, and convenient way to buy and sell used cars, with a focus on providing access to a wide range of certified vehicles.
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