Agora is a developer of investment management software specifically tailored for real estate investment firms and funds. Founded in 2017 and headquartered in Tel Aviv, Israel, with an office in New York, Agora's platform integrates a comprehensive investor portal that streamlines back-office operations. The software offers features such as customer relationship management, document management, investor reporting, e-signature capabilities, and tools for online capital raising. By automating processes and providing advanced research and reporting tools, Agora helps firms strengthen investor relations, enhance operational efficiency, and ultimately improve capital preservation and fundraising efforts. The company's solutions leverage technology and data analytics to optimize financial operations and reduce labor in back-office tasks.
Snappt, Inc. is a company that specializes in artificial intelligence-based fraud detection software tailored for the real estate industry. Founded by a group of experienced landlords dissatisfied with traditional rental application processes, Snappt offers a solution that mitigates identity and financial fraud. The software evaluates the authenticity of financial documents submitted during rental applications by aggregating applicant data directly from the source. It assesses documents for potential fraud and qualifies applicants based on property owners' criteria. Additionally, Snappt enables landlords to verify self-reported information and access criminal, credit, and eviction records instantly. Incorporated in 2016 and based in Los Angeles, California, Snappt aims to streamline and enhance the rental application experience.
CredAvenue is a fully integrated, unified digital platform that helps discover, trade, execute and fulfill debt solutions for investors.
Private Equity Round in 2022
A Place for Mom, based in Seattle, Washington, is the largest senior living referral service in the United States, dedicated to assisting families in finding safe and cost-effective senior care options. Established in 2000 by experienced professionals, the company leverages a network of over 18,000 senior living providers to offer personalized guidance tailored to individual needs. With more than 60,000 inquiries each month, A Place for Mom provides comprehensive support for families exploring various senior care solutions, including assisted living, nursing homes, and memory care facilities. The service is designed to simplify the often complex decision-making process by offering detailed information on costs, amenities, and lifestyle preferences. Importantly, A Place for Mom operates at no charge to families, as it is funded by the participating communities and care providers, ensuring that families receive expert guidance without financial burden.
PlainID Ltd. is a company based in Tel Aviv-Yafo, Israel, that specializes in developing an advanced Authorization Platform designed to manage and create authorization policies for identity and access management. Founded in 2014, the platform offers a policy-based access control solution that simplifies authorization processes into a single point of decision, control, and oversight across various applications, including cloud, mobile, and legacy systems. By utilizing a scalable graph database, PlainID enables enterprises to effectively address the complexities of identity security and protect against identity-centric threats. This intuitive platform is increasingly preferred over traditional role-based and attribute-based authorization methods, allowing organizations to efficiently govern and control access to their digital assets.
Moonfare is a technology-enabled platform allowing individuals to invest in top-tier private market investment opportunities at low minimums and fees. Technology aggregates demand and creates a hassle-free investment experience with improved liquidity and the ability to cherry-pick investments. Moonfare is built by a highly experienced international team of talented professionals from leading technology and investment companies including Google, Blackrock, N26, KKR, Apax Partners, and J.P. Morgan. The company is backed by 125+ CEOs, leading investment professionals and industry veterans that have previously worked at companies such as Accel Partners, Goldman Sachs, Permira, Allianz Capital Partners and KKR.
Altruist is a fintech company that develops a commission-free digital investment platform. The platform is designed to help independent financial advisors grow faster, cut costs, eliminate paperwork, and delight their clients. The company was founded in 2018 and is headquartered in Venice, California.
Stampli Inc. is a company that specializes in cloud-based invoice management software, founded in 2014 and headquartered in Mountain View, California. Its accounts payable automation platform enhances control over the entire invoice lifecycle by facilitating communication directly on the invoice, which accelerates issue resolution and approvals. Stampli's software employs artificial intelligence to learn the unique operational patterns of organizations, allowing for simplified general ledger coding, automated approval notifications, and the identification of duplicate invoices. The platform seamlessly integrates with existing procure-to-pay processes, accommodating both purchase order and non-purchase order transactions. By leveraging human collaboration alongside AI, Stampli aims to reduce manual entry and streamline invoice management, ultimately decreasing approval times and improving operational efficiency.
Plume Design, Inc. is a technology company based in Palo Alto, California, that specializes in adaptive home Wi-Fi solutions and the development of a Consumer Experience Management (CEM) platform powered by OpenSync™. Founded in 2015, Plume offers a range of services, including Plume Adaptive WiFi™, HomePass®, AI Security™, and Plume Motion™, all managed through the Plume Cloud, which is recognized as the largest software-defined network globally. The company's platform is designed for communications service providers, enabling them to deliver personalized services to subscribers by leveraging cloud-based technology that optimizes and adapts in real time. Plume's solutions provide users with control over their Wi-Fi networks, allowing for management of connected devices and access to content, thereby enhancing the overall smart home experience.
Private Equity Round in 2021
IAD France is a web-based network of independent real estate consultants.
Real is a technology-powered real estate brokerage that empowers agents in the industry. It was founded on February 3, 2014, and is based in New York, NY.
LeaseAccelerator is an information technology company that specializes in the fields of lease lifecycle management, lease administration, and free cash flow. It eliminates ad hoc spreadsheets and databases and delivers visibility through a centralized database. It was founded in 2009 and headquartered in Reston, Virginia.
Private Equity Round in 2017
The steady rise in asset values leading up to 2007 made it particularly difficult for banks to price appropriately for risk. Why? Because "the bank across town" set the price benchmark artificially low, knowing they’d get bailed out if a loan went bad. In 2006, many bank CEOs would routinely tell us "we just can't get paid for risk." Today, we never hear this. Without rising asset values to lean on, the success of community banks depends almost entirely on their ability to compete for the best deals, protect and strengthen their relationships, and price appropriately for risk. Banks that aren’t able to refocus on these things stand to lose everything. We believe that the most important conversation a lender has with a borrower is about pricing. We created PrecisionLender to help make that conversation successful for the borrower AND the bank. CONTACT US TODAY to learn how we’re helping other community banks win more deals, protect & strengthen relationships, and increase profitability. We guarantee it’ll be worth your time
Capella Education Company (NASDAQ: CPLA) is a pioneer in developing high-quality, online degree programs for adults. It has experienced significant growth since its 1991 inception by focusing on academic quality and learner success in the growing U.S. market for online, post-secondary education.
Capella's academic programs are delivered through its wholly-owned subsidiary, Capella University, an accredited online academic institution. The university is known for its rigorous curricula that combine strong academic content and real-world practicality, presented in a flexible, online format geared for adult students.
PerTrac Financial Solutions, LLC provides analytic and workflow solutions for investment professionals. Its products include PerTrac Analytical Platform that is used for finding, tracking, and analyzing investments, building portfolios, and creating reports and presentations; PerTrac Reporting Studio, which produces a range of customizable reports and presentations; and PerTrac CMS, a contact and information management software. The company also offers PerTrac Portfolio Manager that gives funds of funds and multi-manager institutional investors tools to organize and understand information relevant to portfolios; PerTrac Publishing and Design, a one-stop analysis and design center for marketing documents and reports; and PerTracNet, a Web-based tool. It serves banks, brokerage firms, consultants, plan sponsors, family offices, investment managers, and funds of funds. The company has a strategic partnership with SunGard. PerTrac Financial Solutions, LLC was formerly known as Strategic Financial Solutions LLC. The company was founded in 1996 and is based in New York, New York with additional offices London, the United Kingdom; Memphis, Tennessee; Reno, Nevada; Tokyo, Japan; and Hong Kong.
Finaccess Capital is an independent fund service that provides specialized financial advice and it also works towards optimization of investment portfolios based on the combination of risk-return. The company creates an investment portfolio that balances performance and risk in the medium term.
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