Haveli Investments

Haveli Investments is a technology-focused private equity firm. It invests in the highest quality companies in the technology sector, with a focus on software, data, gaming, marketplaces, and other digital businesses. It provides operational and strategic support, enabling portfolio companies to focus on creating compelling content.

Ira Cohen

Senior Managing Director

Ophir Lupu

Senior Managing Director

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 applications focused on network services management, automation, and orchestration. The company offers the AppViewX platform, a modular, low-code application that automates and orchestrates network infrastructure through an intuitive visual workflow. This platform includes features such as a closed-loop, state-aware solution that ensures the intended outcomes are achieved, providing actionable insights and automated remediation. Additionally, AppViewX provides CERT+, which automates the certificate lifecycle management for both internal and external Public Key Infrastructure (PKI), and AUTOMATION+, which facilitates application delivery and network security automation. The company serves a diverse range of industries, including global commercial banks, healthcare, financial services, media, and retail. Founded in 2004 and headquartered in New York, AppViewX has offices in Seattle, Raleigh, London, Sydney, and multiple locations in India.

M-Files

Acquisition in 2024
M-Files Inc. specializes in developing a document management platform that enhances the ability of businesses to find, share, and secure information. The platform is designed to enable knowledge workers to access the right information quickly, automate business processes, and maintain control over documents. Key features include integration with tools such as SAP, Microsoft Office, and Salesforce, along with functionalities like document templates, workflows, scanning and OCR capabilities, and e-signatures. By streamlining document management across various devices and eliminating traditional folder structures, M-Files helps organizations improve efficiency and productivity. Founded in 2009 and headquartered in Plano, Texas, M-Files operates as a subsidiary of M-Files Corporation, positioning itself as a leader in information management and offering businesses a competitive edge through enhanced customer experiences and reduced risk.

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, particularly casual player-versus-player (PVP) experiences. The company creates a collaborative and open gaming environment, allowing users to engage in various online tournaments and competitions. Its flagship title, Match Masters, exemplifies Candivore's commitment to innovation and excellence in the gaming industry, providing players with an enjoyable and interactive puzzle gaming experience on their mobile devices. Through its focus on user engagement, Candivore aims to enhance the overall enjoyment of gaming for its customers.

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 development company headquartered in London, specializing in cross-platform third-person multiplayer online battle arena games. Founded in 2020, the studio is currently focused on its inaugural release, Predecessor, a third-person action shooter MOBA that is being developed for PC and console. Omeda Studios emphasizes community engagement, as evidenced by its active Discord presence of over 35,000 fans and more than 100,000 signups prior to the game's launch. The company's platform is designed to deliver an interactive gaming experience, catering to players seeking dynamic multiplayer environments.
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