Haveli Investments

Haveli Investments is a private equity firm based in Austin, Texas, founded in 2021. Specializing in the technology sector, the firm focuses on high-quality investments in areas such as software, data, gaming, marketplaces, and other digital businesses. Haveli Investments not only provides capital but also offers operational and strategic support to its portfolio companies, allowing them to concentrate on developing engaging content and enhancing their market presence. As a Registered Investment Adviser, the firm is committed to fostering growth and innovation within its chosen sectors.

Ira Cohen

Senior Managing Director

Ian Loring

Senior Managing Director and Executive Chair

Sumit Pandey

Senior Managing Director

Marissa Tarleton

Managing Director

8 past transactions

Cohesity

Series H in 2024
Cohesity, Inc. is a data management technology company that specializes in hyper-converged secondary storage solutions for large organizations. Founded in 2013 and based in Santa Clara, California, with an additional office in Raleigh, North Carolina, Cohesity aims to simplify the protection, management, and extraction of value from data. Its flagship product, the Cohesity DataPlatform, consolidates secondary data and workflows, eliminating storage silos and streamlining data management. The company also offers DataProtect, which integrates various data protection functions, including backup and disaster recovery, as well as the Cohesity Orion platform for comprehensive data protection and big data storage. Additionally, Cohesity provides tools for monitoring and managing data infrastructure through its SaaS-based solution, Cohesity Helios, and its mobile application. The company serves clients across the Americas, EMEA, and APAC, and maintains a strategic partnership with Pure Storage to enhance its offerings.

AppViewX

Acquisition in 2024
AppViewX, Inc. develops software solutions for network services management, automation, and orchestration, primarily through its AppViewX platform. This modular, low-code application features an intuitive, context-aware visual workflow that enables IT teams to automate and orchestrate network infrastructure efficiently. The platform includes capabilities for certificate lifecycle management with AppViewX CERT+, which automates the management of internal and external public key infrastructure (PKI), and AppViewX AUTOMATION+, which focuses on application delivery and network security automation. By offering a vast library of pre-built tasks and workflows, AppViewX helps organizations streamline operations, enhance compliance, minimize errors, and lower costs. The company serves a diverse range of clients, including Fortune 500 companies across sectors such as finance, healthcare, media, and retail. Established in 2004 and headquartered in New York, AppViewX also has offices in Seattle, Raleigh, London, Sydney, and various locations in India.

M-Files

Acquisition in 2024
M-Files Inc. is a technology company that designs and develops a document management platform aimed at enhancing information management for businesses. Founded in 2009 and based in Plano, Texas, M-Files specializes in a metadata-driven approach that allows knowledge workers to quickly find, share, and secure documents and information across various devices and storage locations. The platform offers features such as document templates, workflows, e-signatures, and integrations with popular tools like SAP and Salesforce. By automating business processes and enforcing information control, M-Files enables organizations to improve efficiency, enhance customer experiences, and achieve a significant return on investment. As a subsidiary of M-Files Corporation, the company is recognized as a global leader in its field.

Blend

Private Equity Round in 2024
Blend is a digital lending platform based in San Francisco, California, founded in 2012 by Erin Collard, Eugene Marinelli, Nima Ghamsari, and Rosco Hill. The company provides a cloud-based software solution that simplifies the application process for mortgages, consumer loans, and deposit accounts. By optimizing the customer journey, Blend enables financial institutions to enhance their services from application to closing. Its platform is utilized by over 285 leading banks, including Wells Fargo and U.S. Bank, facilitating the processing of more than $4 billion in loans daily. The company's offerings include a suite of products that streamline the entire origination process and a Title segment designed to improve the title, settlement, and closing procedures for various mortgage-related products. Blend's focus is on helping lenders acquire more customers, increase productivity, and strengthen customer relationships.

ZeroFox

Acquisition in 2024
ZeroFox, Inc. is a cybersecurity company that specializes in protecting organizations from social media-based threats and digital communication risks. Its cloud-based platform offers real-time threat analytics, intelligence, and comprehensive protection to identify, manage, and mitigate potential cyber threats. ZeroFox's solutions include monitoring for phishing attacks, account compromises, impersonation, and various forms of fraud, ensuring proactive defense through integration with existing security measures. The company also provides specialized services such as employee protection for high-value individuals and election protection for political campaigns and organizations. Established in 2013 and headquartered in Baltimore, Maryland, with additional offices in London, Las Condes, and Bengaluru, ZeroFox serves a diverse range of industries, including financial services, healthcare, technology, and media. By leveraging advanced technology and a global perspective on social media threats, ZeroFox aims to safeguard organizations against the evolving landscape of digital risks.

Candivore

Private Equity Round in 2023
Candivore is a game development startup specializing in mobile multiplayer games, with an emphasis on casual player-versus-player (PVP) experiences. The company creates a collaborative and open gaming environment, allowing users to engage in various tournaments and competitions online. One of its notable offerings is Match Masters, which exemplifies Candivore's commitment to innovation in the gaming industry. Through its platform, the company enables gamers to enjoy puzzle games on their mobile devices, fostering a sense of competition and community among players.

Certinia

Acquisition in 2023
Certinia is a developer of a cloud-based business platform that focuses on enhancing operational efficiency through its Services-as-a-Business offerings. The company provides a range of integrated solutions, including cloud accounting software, billing applications, financial management, professional services automation, human capital management, and supply chain management. By leveraging intelligent analytics and comprehensive practices, Certinia enables clients to adapt their business models effectively, placing customers at the forefront of their operations. The platform aims to accelerate business value and streamline processes across various aspects of service delivery.

Omeda Studios

Series A in 2022
Omeda Studios is a game developer based in London, established in 2020, specializing in cross-platform third-person multiplayer online battle arena games. The company is currently developing its inaugural title, Predecessor, a third-person action shooter MOBA intended for both PC and console. Omeda Studios emphasizes community engagement, as evidenced by its active Discord presence with over 35,000 members and more than 100,000 signups ahead of the game's release. The studio aims to deliver an interactive gaming experience through its innovative platform and commitment to fostering a vibrant player community.
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