Intuit Inc. is a leading provider of financial management and compliance products and services, primarily catering to consumers, small businesses, self-employed individuals, and accounting professionals across the United States, Canada, and internationally. The company operates through three main segments: Small Business & Self-Employed, Consumer, and Strategic Partner. The Small Business & Self-Employed segment offers QuickBooks solutions, including cloud-based and desktop software for accounting and payroll processing, while also providing payment processing services. The Consumer segment features TurboTax for income tax preparation and personal finance management. Additionally, the Strategic Partner segment includes professional tax software products. Intuit sells its products via multiple channels, such as websites, call centers, and retail stores. Headquartered in Mountain View, California, and founded in 1983, Intuit serves approximately 100 million customers globally, focusing on enhancing financial confidence and driving economic opportunity, especially for underserved communities.
Senior Partner Development Manager | National Accounts | Strategic Partnerships
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GoCo.io
Acquisition in 2025
GoCo.io, Inc. is a cloud-based human resources software provider designed specifically for small businesses. Founded in 2015 and based in The Woodlands, Texas, the company offers a comprehensive platform that streamlines various HR functions, including employee hiring and onboarding, time-off requests, document management, and benefits administration. The GoCo software integrates payroll systems and serves as a centralized database for employee records, facilitating efficient HR processes. GoCo.io's solutions are utilized by benefit brokers, insurance carriers, technology companies, payroll service providers, and industry associations, making it a versatile tool in the HR landscape.
Deserve
Acquisition in 2025
Deserve, Inc. is a financial services company based in Menlo Park, California, that specializes in providing credit cards and other financial products tailored for international students in the United States. Founded in 2012 and originally known as Tremus, Inc., the company leverages machine learning and alternative data to assess creditworthiness, allowing individuals without a traditional credit history to access fair credit products. Deserve utilizes various predictive attributes, such as education and future employability, to evaluate a student's ability to repay. Additionally, the company operates a mobile-first, cloud-native platform, enabling partnerships with financial institutions, fintechs, lenders, and merchant co-brands to enhance the customer experience.
Wildfire Systems
Series B in 2024
Wildfire Systems offers a white-label platform that enables businesses to implement shopping rewards and cashback programs. The platform features customizable tools for integrating rewards into customer journeys, enhancing loyalty and revenue. It ensures compliance with security standards while providing access to a vast network of merchants for cashback and coupon offers.
Elite Formation Studio of Dance
Grant in 2024
Elite Formation Studio of Dance offers a secure, supportive, caring, and trustworthy atmosphere. Elite Formation Studio of Dance believes that excellence must be learned and developed through life experiences in order to become a reality!
Anrok
Series B in 2024
Anrok is a sales tax software solution tailored for SaaS businesses, providing a comprehensive platform for monitoring, calculating, and remitting sales tax across various financial systems. The software streamlines the sales tax process by automating the manual tasks typically associated with tax management, helping clients minimize errors and reduce expenses related to sales tax and value-added tax. Anrok's features include customizable configurations, filing frequency alerts, and enhanced visibility, all designed to facilitate accurate tax handling. This unified approach allows finance teams in organizations of all sizes to manage their tax obligations efficiently, generate audit-ready reports, and maintain compliance effectively.
ZayZoon
Series B in 2024
ZayZoon Inc., founded in 2014 and based in Calgary, Canada, provides an earned wage access platform that allows employees to access their earned wages before their scheduled payday. Through a user-friendly online interface and mobile application, employees can select the funds they need in advance, thereby alleviating financial stress and enhancing their financial well-being. By offering on-demand payment solutions, ZayZoon empowers individuals to take control of their finances, making it easier for them to manage unexpected expenses and improve their overall financial stability.
Matic
Series B in 2023
Matic Insurance Services, Inc. is a digital insurance agency based in Columbus, Ohio, with additional offices in California and Ukraine. Established in 2014, Matic has transformed the insurtech landscape by integrating insurance solutions into the home and auto ownership experience. The company's digital marketplace features over 40 A-rated home and auto insurance carriers and collaborates with various distribution partners across mortgage originations, banking, real estate, and personal finance. Matic prioritizes policyholder advocacy by offering a straightforward and transparent comparison shopping process, which enables customers to save significant time and reduce their premiums by more than 30% annually. Through its platform, Matic provides a seamless experience for homeowners to analyze property data and compare insurance quotes efficiently.
Finch
Funding Round in 2023
Finch is a software company based in Mountain View, California, founded in 2020. It specializes in providing a single integration platform that allows users to access payroll, HR, and benefits data across over 200 systems. By offering a compliant and secure connection to various applications, Finch enables administrators to integrate their organizations' data seamlessly. The company's software facilitates access to critical employee information and financial flows, supporting a range of applications in lending, insurance, benefits, financial planning, and HR. Finch aims to create an interconnected employment ecosystem, empowering developers and innovators to leverage previously closed systems and enhance data accessibility in the employment sector.
Carbonhound
Grant in 2023
Carbonhound is a carbon management software platform specifically designed for small and mid-sized enterprises (SMEs) aiming to transition to a low-carbon economy. The platform simplifies the process of managing carbon footprints, allowing businesses to identify, reduce, and finance their climate actions without requiring specialized knowledge. Carbonhound offers a range of products, including tools for data management, access to a network of carbon consultants, marketing and verification services, and solutions for acquiring carbon credits. By utilizing science-based standards, Carbonhound empowers SMEs to effectively measure and mitigate their climate impact.
NetNow
Grant in 2023
NetNow offers a checkout platform designed for B2B payments, focusing on automating credit decisions and payment workflows. The platform enables merchants to efficiently verify and approve customers for credit accounts, thereby reducing the risk associated with payment transactions. By streamlining these processes, NetNow helps small and midsize businesses better manage their cash flow while minimizing financial risk on their balance sheets.
CoinTracker
Series A in 2022
CoinTracker is a cryptocurrency portfolio and tax management platform that facilitates the tracking of cryptocurrency investments and ensures tax compliance. The platform automatically syncs transactions from various exchanges and wallets into a unified dashboard, allowing users to monitor their balances and transactions seamlessly. CoinTracker calculates cost basis and capital gains, delivering essential tax information with minimal effort. This service provides users with insights into their cryptocurrency movements, enabling them to visualize transactions and manage their portfolios effectively. By consolidating all relevant data, CoinTracker simplifies the process of filing crypto taxes and helps users maintain a comprehensive overview of their investments.
Imvision
Acquisition in 2021
Imvision specializes in API security, providing enterprises with tools to enhance their digital transformation efforts by ensuring comprehensive protection for every API and its interactions. The company's Anomaly Management Platform (AMP) utilizes natural language processing technology to analyze the dialogue of each API, enabling it to understand application behavior and identify complex data relationships. This capability allows Imvision to detect and prevent security breaches by recognizing anomalous behaviors at the application logic level. Additionally, the platform offers complete visibility over APIs, delivering a detection advantage against functional attacks and automatically generating remediation priorities, thereby helping clients manage vulnerabilities throughout the API lifecycle.
Boom
Non Equity Assistance in 2021
Boom provides financial solutions to produce credit and rent payments. Their platform allows users to pay their rent via credit or debit cards, bank transfers, and wallets, enabling users to pay rent.
Bankuish
Non Equity Assistance in 2021
Bankuish is a technology platform that enables gig workers and freelancers to utilize their work history data to establish their creditworthiness. Founded in 2020 and headquartered in New York City and Mexico City, the platform provides users with access to a marketplace of preapproved financial offers from national banks, tailored to their individual profiles. It also features AI-driven tools that assign alternative credit scores based on marketplace work history data, facilitating access to loans, insurance, and online payment solutions. By helping banks acquire new customers and effectively manage risk, Bankuish has successfully de-risked thousands of individuals while maintaining a default rate significantly lower than the industry average.
QuoteMachine
Non Equity Assistance in 2021
QuoteMachine is a sales software platform that specializes in enhancing the sales processes for retailers, wholesalers, and manufacturers. It focuses on facilitating complex sales experiences that require human interaction, tailored payment terms, or special orders. By offering a customizable solution, QuoteMachine allows businesses to streamline quoting, ordering, invoicing, and payment services. This platform not only accelerates negotiations by managing pricing levels but also improves conversion rates through its live engagement tracker for quotes. By addressing the specific needs of merchants, QuoteMachine effectively contributes to increased revenue and cash flow in both B2C and B2B environments.
Adaptive Pulse
Non Equity Assistance in 2021
Adaptive Pulse develops a software platform designed for customer success teams, enabling them to predict customer churn and prioritize retention strategies. By analyzing historical customer data and continuously monitoring ongoing interactions, the platform alerts teams to customers requiring immediate attention. It aggregates various data types, including customer text data, emails, transcripts from recordings, chat interactions, notes, and documents, through integrations with major platforms such as Salesforce and Slack. This comprehensive approach allows companies to focus their retention efforts effectively and ultimately enhance their revenue.
Stamped
Non Equity Assistance in 2021
Stamped is a provider of year-end accounting and auditing services tailored for small and medium businesses. The company leverages a combination of experienced accountants and proprietary technology to streamline the audit process, ensuring timely and accurate reports delivered within one month after the closing of clients' books. By automating clerical and mundane tasks, Stamped enhances productivity for finance leaders, allowing them to concentrate on value-added activities. With a focus on transparency and efficiency, Stamped aims to reshape the year-end audit experience, positioning itself to compete effectively in the $60 billion North American market for accounting services.
APHRODITE
Non Equity Assistance in 2021
APHRODITE specializes in developing business intelligence software that empowers decision-makers to understand their revenue in real time. The company's data analytics tools transform complex marketing data into meaningful insights, allowing clients to track essential data points critical for informed decision-making. By providing a clear view of key metrics, APHRODITE's software facilitates effective business strategies and enhances overall operational efficiency.
Beam.city
Non Equity Assistance in 2021
Up to 60% of Digital advertising spend is wasted due to complex tools, click fraud and human's inability to handle large datasets. Beam.city DNA is a simple to use SaaS omnichannel advertising automation platform, helping businesses plan, automate and optimize ads on Google, Facebook, Snapchat, Instagram, Yahoo and millions of sites, while cutting ad waste and boosting ROI up to 5 times in weeks.
Melio
Series D in 2021
Melio is a fintech company that provides small businesses with a digital platform for managing business-to-business payments and receivables. Its services are designed to streamline the payment process, allowing businesses to transfer and receive payments more efficiently. The platform features an integrated accounts payable and receivables dashboard that enhances oversight and control over cash flow, helping to reduce or eliminate late payment costs. By simplifying the payment workflow, Melio enables small businesses to focus on customer engagement rather than administrative tasks, ultimately improving cash flow and minimizing time and costs associated with managing supplier payments.
Intuit Mailchimp
Acquisition in 2021
Mailchimp is an email marketing and automation platform designed for small businesses, brands, and entrepreneurs. Founded in 2001 and headquartered in Atlanta, Mailchimp provides over 12 million customers with a comprehensive suite of marketing tools that includes digital marketing services, audience management, creative tools, and analytics. The platform enables users to launch and grow their businesses by facilitating multichannel marketing campaigns across email, social media, landing pages, ads, and websites, all managed from a single interface. Mailchimp's focus on empowering clients to connect with their target audience and boost sales has earned the trust of notable brands such as TEDTalks and Nikon India. With a workforce of more than 1,200 employees and additional offices in cities like Brooklyn, Oakland, and London, Mailchimp was acquired by Intuit in November 2021, further enhancing its capabilities in marketing technology and customer support.
Clearco
Series C in 2021
Clearco is an online financial platform focused on providing growth capital to e-commerce and B2B companies. The company leverages proprietary software and data science models to identify high-growth funding opportunities. Clearco offers funding in exchange for a percentage of future revenue, allowing startups to secure the necessary capital for expansion without diluting their equity. This innovative approach enables businesses to access an alternative funding source tailored to their unique growth trajectories.
Willful
Seed Round in 2020
Willful is building a suite of estate planning products for Canadians, starting with online wills. Using Willful, Canadians can create a will online in less than 20 minutes, for a fraction of the price of a traditional estate lawyer. Our goal is to make it easier to help people prepare for and deal with death, and to give Canadians and their families peace of mind that they have a plan in place.
Paper & Coin
Seed Round in 2020
Paper & Coin aims to transform the way young adults think about and handle their money through financial coaching, courses, and content that helps Millennials eliminate debt, build wealth, and live the life of their dreams.
Dryrun
Venture Round in 2020
Dryrun is a cash flow management software that focuses on helping businesses manage their cash inflows and outflows effectively. Targeting companies with annual revenues between $1 million and $100 million, Dryrun is particularly suited for those facing volatile cash flow challenges. The software provides features such as cash flow projections, pipeline visualization, scenario creation, budget and sales forecasts, and profit analysis. By offering these tools, Dryrun enables CFOs and financial professionals to gain insights into their business's financial state and make informed operational decisions.
Emma
Seed Round in 2020
Emma is an online insurance platform that aims to simplify and expedite the life insurance purchasing process. By leveraging innovative technologies alongside insurance expertise, Emma offers a personalized and fully online experience for clients seeking various insurance solutions. The platform provides a range of services, including term life insurance, child protection, death benefits, as well as car, home, and pet insurance. This approach allows clients to obtain suitable family coverage efficiently and affordably, making essential insurance products more accessible to a broader audience.
Homewise Solutions
Pre Seed Round in 2020
Homewise operates an online platform that streamlines the mortgage process by utilizing data intelligence and predictive technology. The company simplifies the experience for home buyers by automating the search for mortgage options from over 30 banks and lenders, ensuring clients receive tailored solutions that best fit their financial needs. Homewise eliminates the complexities associated with traditional mortgage processes through a straightforward online application and dedicated personal Advisors who provide guidance throughout each step. The service is offered at no cost to clients, aiming to save them both time and money while delivering transparent mortgage options.
Otis AI
Pre Seed Round in 2020
Otis AI is a digital marketing platform tailored for startups and small businesses, enabling them to launch data-driven advertising campaigns across multiple social media channels such as Facebook, Instagram, Google, TikTok, and YouTube. The platform allows users to integrate their existing systems and leverage their own customer and transaction data to automate various marketing tasks, including retargeting and performance optimization. Designed for ease of use, it requires no specialized knowledge, allowing businesses to create and launch tailored campaigns quickly. Otis AI boasts impressive results, with clients reporting an average return on ad spend of 10 times and significant improvements in ad effectiveness. The platform also provides real-time analytics, helping companies maximize their marketing investments through comprehensive campaign management. Recognized for its innovation, Otis AI has received accolades from notable platforms and competitions, underscoring its effectiveness in driving business growth.
Rivvi
Seed Round in 2020
Rivvi is a fintech company that offers an autonomous payroll platform designed to automate payroll processes for businesses. This platform calculates payroll immediately after each shift, allowing employees to access their earnings instantly. By eliminating manual tasks and expediting salary processing, Rivvi enhances operational efficiency, ultimately benefiting both the financial health of employees and the overall bottom line of businesses.
Sparcblock
Seed Round in 2020
Sparcblock is a streamlined B2B transaction, reducing data entry and paperwork and eliminating reconciliation that helps small businesses reduce processing time, increase efficiency, and save money through invoicing, approval, posting, and payment.
TradeGecko
Acquisition in 2020
TradeGecko is an inventory and order management platform designed for brand owners and distributors. By integrating sales channels, logistics providers, and accounting services, TradeGecko enables to effortlessly take control with a single source of truth for all operations. They provide a cloud-based commerce platform for growing companies. At TradeGecko, they aim to free business owners from operational complexity of running their business to spend more time building a brand their customers will love. The company was founded in 2012 by Cameron Priest, Bradley Priest, and Carl Thompson.
Credit Karma
Acquisition in 2020
Credit Karma is a personal finance company founded in 2007 and headquartered in San Francisco, California. It aims to assist individuals in making informed financial decisions by providing access to free credit scores and reports, along with credit monitoring services. The platform offers a variety of tools and personalized recommendations that help users improve their financial standing, such as credit report cards and loan savings suggestions. With over 100 million members, Credit Karma empowers users to monitor their credit health and gain insights into their financial situations, ultimately facilitating better financial progress.
ChronoBooks
Acquisition in 2019
ChronoBooks is a cloud-based service provider based in the United States, specializing in solutions for accountants and small to medium-sized businesses (SMBs). The company enables users to view and restore historical QuickBooks Online activity, ensuring that financial data is secure and easily retrievable. ChronoBooks offers a range of features, including continuous backup, time-travel restore, company copy, and local backup services, which help clients maintain the integrity of their financial records and streamline their accounting processes.
Origami Logic
Acquisition in 2019
Origami Logic, Inc. is a marketing analytics company based in Mountain View, California, that offers a platform for measuring and optimizing marketing campaign investments across various channels. Founded in 2011, the company provides solutions that enable marketers to unify and analyze vast amounts of data from both online and offline marketing efforts, including web, email, social media, search, and video. By allowing users to search and organize their data in real-time, Origami Logic helps teams understand their marketing performance and identify areas for improvement. The company serves a diverse clientele, including well-known brands such as Procter & Gamble, HP, JCPenney, Intel, and Omni Hotels. In 2019, Origami Logic became a subsidiary of Intuit Inc. and is backed by prominent investors such as Accel Partners, Icon Ventures, NextWorld Capital, DAG Ventures, and Lightspeed Venture Partners.
Applatix
Acquisition in 2018
Applatix, Inc. operates as a subsidiary of Intuit Inc. and specializes in DevOps automation technology designed for developers. The company provides open-source tools tailored for software teams utilizing containers and Kubernetes across public and private clouds. Applatix aims to simplify the development, distribution, and deployment of applications through its innovative solutions. Additionally, the company offers training, support, and consulting services to assist clients in addressing both development and production challenges. Founded by experienced entrepreneurs from successful enterprise infrastructure companies, Applatix is backed by Lightspeed Venture Partners.
QuickBooks Time
Acquisition in 2017
QuickBooks Time is a cloud-based, automated time tracking and scheduling solution that empowers small business owners to manage their workforce from anywhere, while making it easy for employees to track time on any device. QB Time makes it easier, cheaper and faster to run payroll, invoice customers, cost jobs, manage projects, and get workforce visibility. Proven fit for Construction, Professional Services (e.g. lawyers), and Service Companies (e.g. landscaping) because QB Time makes it super easy to manage mobile EEs thanks to features like mobile GPS tracking, tracking time to projects/jobs/customers, and seeing the status of everyone on your team (who’s working, where, and on what projects) from the Who’s Working window.
Exactor
Acquisition in 2017
Exactor, Inc. is a provider of cloud-based Software-as-a-Service sales tax compliance software designed for businesses engaged in in-store, catalog, and online sales. The company offers a comprehensive suite of tools including ExactOCalc for real-time sales tax calculation, ExactOFile for managing sales tax return filings, and ExactOTrac for tracking transaction histories. Additional offerings such as ExactOExempt streamline the management of sales tax exemptions, while ExactOAVS enhances the accuracy of tax location determination. Exactor also provides international tax calculation through ExactOVAT and integrates with various platforms including accounting software, e-commerce solutions, and payment gateways. Founded in 2003 and based in Bala Cynwyd, Pennsylvania, Exactor operates both domestically and internationally. As of early 2018, it functions as a subsidiary of Intuit Inc.
Townsquared
Series B in 2016
Townsquared, Inc. is an online community platform designed to support small businesses by fostering local connections and providing valuable resources. The platform enables business owners, managers, and employees to share advice, access a private business directory, and connect with other local enterprises. Townsquared facilitates communication about essential topics such as crime, safety, and neighborhood updates, while also offering tools for urgent alerts regarding local emergencies. Additionally, it allows businesses to explore partnership opportunities, seek expert advice on various subjects, organize events, and participate in community-building initiatives. Founded in 2011 and headquartered in San Francisco, California, Townsquared aims to enhance collaboration among local businesses and strengthen their presence within the community.
Playbook HR
Acquisition in 2015
Playbook HR the leading the leading integrated workforce management system for the on-demand economy. Manage everything from applicant tracking to compliance, all in one place. Playbook HR is the end-to-end solution for any company that engages independent workers including freelancers, independent contractors, shift-based workers, or temp workers.
Porticor Cloud Security
Acquisition in 2015
Porticor Cloud Security specializes in providing secure cloud data protection solutions, focusing on data encryption and key management. The company offers a product known as Porticor Virtual Private Data, which is designed to safeguard the data layer of various applications within cloud environments, including Virtual Disks, File Systems, Databases, and Distributed Storage. Porticor's solutions are compatible with leading Infrastructure as a Service (IaaS) and Platform as a Service (PaaS) providers, enabling organizations of all sizes to protect their data, comply with regulatory standards, and enhance operational efficiency. The company's innovative approach combines data encryption with advanced split-key management techniques, making it suitable for public, private, and hybrid cloud environments.
ZeroPaper
Acquisition in 2015
ZeroPaper is a financial management software designed for small business owners, offering tools to efficiently manage their finances. The platform generates detailed reports and tracks key financial indicators, helping users gain insights into their financial health. It includes interactive tutorials to guide users in utilizing these reports effectively. Additionally, ZeroPaper allows for the issuance of electronic invoices and offers comparisons of common expenses within similar markets, providing recommendations for improving business efficiency. Founded by André Macedo, Arley Moura, and Carlos Eduardo Alves Braga in 2012, ZeroPaper was acquired by Intuit in 2015. The software also features capabilities for managing accounts payable and receivable, sending receipt dockets, and alerting users via email and SMS.
Acrede HR & Payroll Solutions
Acquisition in 2014
Acrede HR & Payroll Solutions is a cloud-based business process outsourcing provider specializing in global payroll services. Founded in 2010 and based in the United Kingdom, the company centralizes various business processes into a single platform, enabling organizations to manage workforce challenges and payroll delivery effectively. Acrede's services extend across multiple regions, including the United Kingdom, Jersey, Tenerife, and Singapore. The platform is designed to be accessible on tablets, smartphones, and various web browsers, ensuring flexibility for users. In 2014, Acrede was acquired by Intuit, further enhancing its capabilities in the HR and payroll sector.
itDuzzit
Acquisition in 2014
itDuzzit is a web-based platform that integrates its users’ cloud-based applications by combining its pre-built connectors. It provides solutions to sync data between cloud-based applications. itDuzzit was launched in Chicago, Illinois.
PaySuite
Acquisition in 2014
PaySuite provides business and financial management solutions tailored for small to medium-sized businesses, consumers, and accounting professionals. The company specializes in developing and operating a cloud-based payroll software designed to streamline payroll processes for businesses and support accountants and bookkeepers in their financial management tasks. By focusing on user-friendly technology, PaySuite aims to enhance operational efficiency and simplify payroll-related activities for its clients.
Mint Bills
Acquisition in 2014
Mint Bills is an application designed to help users manage their finances by setting reminders for bill payments. It employs proprietary account aggregation technology to ensure secure payment processing within its mobile applications. The primary service offered by Mint Bills allows users to pay bills and monitor their bank accounts, credit card transactions, investments, and loan balances through a user-friendly interface. The application is available on both iOS and Android platforms, making it accessible to a wide range of users.
Mint Bills
Acquisition in 2014
Mint Bills is an application designed to help users manage their finances by setting reminders for bill payments. It employs proprietary account aggregation technology to ensure secure payment processing within its mobile applications. The primary service offered by Mint Bills allows users to pay bills and monitor their bank accounts, credit card transactions, investments, and loan balances through a user-friendly interface. The application is available on both iOS and Android platforms, making it accessible to a wide range of users.
Lettuce
Acquisition in 2014
Lettuce is a developer of an order management system tailored for small and medium-sized businesses. The company offers a mobile sales application that allows users to capture, track, and process orders in real-time, regardless of their location. This system streamlines the order flow, facilitating automation and efficiency in the management of business transactions. By focusing on the unique needs of smaller enterprises, Lettuce aims to enhance operational productivity and improve customer service through its innovative solutions.
Curious.com
Series B in 2014
Curious.com Incorporated is an online learning platform founded in 2011 and based in Menlo Park, California. The company provides a space for users to create and explore lessons across a diverse range of subjects, including coding, technology, food, and crafts. Curious.com aims to facilitate lifelong learning that occurs outside traditional classroom settings, emphasizing the value of great teachers and their role in society. The platform is designed to connect learners with educators, offering customized learning plans that align with individual interests and schedules. By leveraging learning science, Curious.com seeks to enhance the educational experience and make it more accessible to a broader audience.
Docstoc
Acquisition in 2013
Docstoc is an internet company that operates an online marketplace for document management and sharing. It provides a platform where users and businesses can search for, upload, and share professional documents across diverse categories, including legal, business, financial, technology, educational, and creative sectors. Additionally, Docstoc offers resources such as lesson plans, articles, interactive tools, quizzes, and tutorials aimed at assisting both aspiring and established restaurateurs in planning, starting, and growing their businesses. Through its extensive repository of documents and educational materials, Docstoc serves as a valuable resource for professionals seeking to enhance their business acumen and operational efficiency.
Full Slate
Acquisition in 2013
Full Slate is a Seattle-based company that specializes in online scheduling software tailored for small businesses. The platform is designed to help local service providers efficiently manage their appointment bookings through features such as online scheduling, email reminders, credit card processing, calendar synchronization, and customer care management. By utilizing Full Slate's services, businesses can attract more clients and foster loyalty among existing customers, ultimately enhancing their operational efficiency and increasing revenue.
Level Up Analytics
Acquisition in 2013
Level Up Analytics is a consulting company specializing in data science, big data, and analytics. The firm offers a range of services, including applied data analysis, strategic consulting, and the complete development of data-driven products. By leveraging advanced analytical techniques, Level Up Analytics helps organizations harness their data for informed decision-making and enhanced operational efficiency.
GoodApril
Acquisition in 2013
GoodApril is a software startup based in San Francisco, California, that specializes in tax planning and management solutions for individual American taxpayers. Founded in 2012 by Benny Joseph and Mitchell Fox, the company offers an online service that allows users to upload their tax returns for professional feedback on eligible credits and deductions. GoodApril's primary product, Tax Checkup, helps consumers accurately calculate their tax bills and identify various tax savings opportunities. The company has since been acquired by Intuit.
Clinkle
Seed Round in 2013
Clinkle is a San Francisco-based company focused on modernizing financial transactions through its innovative mobile payment platform. The company aims to revolutionize the way individuals manage payments by allowing them to track every transaction made with their cards, including payments to friends. Its platform prioritizes security, utilizing 128-bit AES encryption and requiring a secure PIN to protect users' financial information. Clinkle's mobile wallet is designed to facilitate everyday expenses, such as dining and coffee purchases, while also offering users the opportunity to earn rewards points on their transactions. The launch of this mobile wallet is anticipated within the next year, signifying Clinkle's commitment to enhancing the convenience and safety of digital payments.
Elastic Intelligence
Acquisition in 2013
Elastic Intelligence is the developer and marketer of the Connection Cloud, the first and only real-time SQL-based Platform-as-a-Service for connecting to your SaaS data for reporting, BI and application development. The Connection Cloud greatly simplifies access to business information. Using Connection Cloud, business users and application developers can access their data from where it resides, eliminating the need for a data warehouse, or additional IT support. Elastic Intelligence also develops and markets the Data Liberator Toolkit, a free open source toolkit that enables SaaS vendors to enable their applications on the Connection Cloud. The company was incorporated in 2008 and is based in Menlo Park, California.
Curious.com
Series A in 2013
Curious.com Incorporated is an online learning platform founded in 2011 and based in Menlo Park, California. The company provides a space for users to create and explore lessons across a diverse range of subjects, including coding, technology, food, and crafts. Curious.com aims to facilitate lifelong learning that occurs outside traditional classroom settings, emphasizing the value of great teachers and their role in society. The platform is designed to connect learners with educators, offering customized learning plans that align with individual interests and schedules. By leveraging learning science, Curious.com seeks to enhance the educational experience and make it more accessible to a broader audience.
Payvment
Acquisition in 2013
Payvment is a leading social commerce platform specializing in facilitating online sales through Facebook. It offers brands and merchants a comprehensive suite of tools designed for social discovery and commerce, including customizable Facebook storefronts, social media marketing tools, and streamlined advertising options. Retailers can utilize Payvment's platform to promote their products effectively across Facebook, reaching potential customers even outside their individual pages. Additionally, the platform includes access to the lish.com marketplace, further enhancing the visibility and sales opportunities for merchants. Through these services, Payvment aims to simplify the integration of e-commerce and social media for businesses.
Demandforce
Acquisition in 2012
Demandforce, Inc. is a provider of marketing automation and reputation management solutions primarily serving the dental, medical, spa, salon, automotive, optometry, and veterinary industries. Founded in 2003 and based in San Francisco, California, the company specializes in software-as-a-service applications designed to enhance customer engagement, streamline operations, and drive revenue growth for small businesses. Its flagship product, Demandforce D3, facilitates communication through automated emails, text messaging, and online services, connecting clients to over 18 million end consumers. Key features include appointment reminders, reputation management, targeted email marketing, online scheduling, and referral programs. Demandforce also offers a mobile application that adapts these services for smartphone use. As of February 2016, Demandforce operates as a subsidiary of Internet Brands, Inc.
AisleBuyer
Acquisition in 2012
AisleBuyer is a mobile shopping platform that enhances the in-store retail experience by integrating smartphone technology with traditional retail elements. The company offers a virtual shopping assistant and a mobile self-checkout system, enabling consumers to easily scan product barcodes using their smartphones. This functionality allows shoppers to access detailed product information, read reviews, and find real-time coupons and discounts, all while facilitating in-store purchases without the need to wait in line. AisleBuyer's solutions provide retailers with comprehensive tools to increase sales, lower operational costs, and gain valuable insights into consumer shopping behavior.
Glooko
Series A in 2012
Glooko is a company that develops a remote patient-monitoring platform specifically designed for individuals with diabetes. This platform integrates with various diabetes devices, fitness wearables, and activity trackers to capture and sync health data. It provides comprehensive reports and analytics aimed at promoting behavior change and improving health outcomes. By enhancing communication between patients and healthcare providers, Glooko facilitates better management of diabetes and supports remote monitoring efforts. The platform is accessible on both Android and iOS devices, allowing users to conveniently track their diabetes-related information on their smartphones.
Medfusion
Acquisition in 2010
Medfusion, Inc. is a healthcare technology company based in Cary, North Carolina, specializing in patient engagement solutions that enhance communication between healthcare providers and patients. Founded in 1996, Medfusion offers a comprehensive patient engagement portal that encompasses clinical, administrative, and financial services. Its solutions include billing options such as online payments and payment plans, clinical tools for secure messaging and prescription requests, and front desk functionalities like appointment scheduling and patient registration. The company also provides mobile applications to facilitate patient access to health data and payment processing. Additionally, Medfusion's Practice Intelligence service assists healthcare practices in managing patient communication traffic effectively. By focusing on improving the patient experience and operational efficiency, Medfusion aims to support healthcare providers in delivering better services while also generating revenue.
Mint
Acquisition in 2009
Mint is an extensible, self-hosted web site analytics program. Its interface is an exercise in simplicity. Visits, referrers, popular pages and searches can all be taken in at a glance on Mint's flexible dashboard.
Rockmelt
Series A in 2009
Rockmelt is a social web browser developed on the Chromium platform, offering seamless integration with major social media networks, particularly Facebook and Twitter. The browser features a unique interface known as "Edges," which displays online friends and followed feeds with real-time update notifications. Rockmelt distinguishes itself with a dedicated search field that presents comprehensive search results in a dropdown format, enhancing user experience by allowing quick navigation between results from a single query. Additionally, the browser includes its own URL shortener, me.lt. It is compatible with both Windows and OS X operating systems. Rockmelt is supported by prominent figures in the tech industry, including Marc Andreessen and principal engineer Robert John Churchill, known for his previous work on Netscape Navigator.
PayCycle
Acquisition in 2009
PayCycle is a Palo Alto, California-based provider of online payroll services, primarily catering to small businesses but also serving larger enterprises. The company specializes in web-based, on-demand payroll tax compliance services. It offers tailored solutions for small businesses, accountants, and financial institutions, enabling them to efficiently manage their clients' payroll needs.
BooRah
Acquisition in 2009
BooRah is the personalized review guide providing consumers a way to find restaurants. BooRah's patent-pending natural language processing technology automatically summarizes a collection of online reviews from bloggers, professional critics and consumers, and allows consumers to search based on their personal preferences. BooRah's system uses natural language processing to generate quantitative scores for domain specific attributes from plain English text, automatic summaries from most relevant user sentiments and enables a customizable search based on personal preferences.
Homestead Technologies
Acquisition in 2007
Homestead Technologies specializes in providing website and e-commerce site creation, marketing, and hosting services tailored for small businesses, non-profits, and individuals. Founded in 1996 and based in Menlo Park, California, the company offers a range of services including website design, web hosting, domain and email solutions, and customer support. Its offerings also include search engine optimization services, which encompass key phrase selection, web page optimization, strategic link-building, and online tracking and reporting. Homestead Technologies enables clients to build their websites and online stores through dedicated software while assisting in creating online listings and search engine advertisements. As a subsidiary of Endurance International Group Holdings, the company faces competition from various entities in the website creation space.
Digital Insight
Acquisition in 2006
Digital Insight is a provider of online banking services, specializing in solutions for mid-market banks and credit unions in the United States. The company develops and offers online and mobile banking applications, as well as financial and tax preparation software tailored for small businesses and individual consumers. Originally known as Intuit Financial Services prior to its acquisition by Intuit, Digital Insight continues to focus on enhancing the digital banking experience for its clients through innovative technology and user-friendly platforms.
StepUp
Acquisition in 2006
StepUp is a technology platform that enables local businesses to enhance their online presence by displaying their in-store products online. The platform, developed in collaboration with Google, supports Intuit's QuickBooks Product Listing Service, which aims to help businesses attract customers by making their product information and images accessible through recognized online entities. By providing these services, StepUp assists retailers in leveraging the internet for increased visibility and sales, thereby facilitating a transition to a more robust online retail environment.
MyCorporation
Acquisition in 2005
MyCorporation Business Services, Inc. is a provider of online document filing services based in Calabasas, California. Founded in 1997, the company specializes in assisting small business clients and real estate investors in forming corporations and limited liability companies. MyCorporation offers a range of services including incorporation, LLC formation, fictitious business name registration, and registered agent services. Additionally, the company provides trademark and copyright services, compliance assistance such as initial and annual reports, and business maintenance services. MyCorporation also supports clients with various small business needs, including online tax preparation, accounting software, payroll solutions, and project management tools. As of December 31, 2018, MyCorporation operates as a subsidiary of Deluxe Corporation.
Income Dynamics
Acquisition in 2003
Income Dynamics develops a tax calculator software to track charitable donations. Income Dynamics enables users to determine the fair market value of items donated to charities like clothing, toys, and household goods.
Blue Ocean Software
Acquisition in 2002
Blue Ocean Software provides cost effective help desk, asset management, and asset tracking software for small and medium-sized businesses.
CBS Payroll
Acquisition in 2002
CBS Payroll provides payroll processing and employee benefit services.
OMware
Acquisition in 2001
OMware develops construction management software for construction companies to increase profitability. OMware's software handles accounting, estimating, job costing, and project management. OMware provides a high level of support, including live, Internet-based distance training, a national network of certified Associates, and expert technical and customer services.
CNX Media
Series B in 2000
CNX Media LLC is an Internet publishing and marketing company based in San Francisco, California. The company specializes in developing websites that cater to community-based, targeted demographic, and niche markets. In addition to its web development services, CNX Media produces and distributes personalized, original programming for both television and the Internet, focusing on network-quality news content. Recognizing the evolving landscape of media platforms, CNX Media adapts its content to meet the needs of various outlets, enhancing its reach to consumers. The company has rebranded from NewsNet Central to CNX Media to better reflect its diverse service offerings.
Avolent
Series C in 2000
Avolent, Inc. specializes in application software for electronic billing and settlement processes, offering a comprehensive web-based self-service solution for billing and payment needs. The company's software facilitates bill presentment, online reprint, member reconciliation, user-defined line item grouping, backend system synchronization, consolidation, and batch printing. Avolent serves various industries, including healthcare, finance, insurance, distribution, and communications. In addition to its software offerings, the company provides services such as implementation, systems integration, technical support, and training. Avolent has established strategic partnerships with several leading firms, enhancing its capabilities and market reach. Through its solutions, Avolent aims to streamline financial interactions, reduce costs, improve cash flow visibility, and enhance customer service levels.
ezlogin.com
Series A in 1999
Ezlogin.com, based in Santa Clara, California, provides an online service that simplifies the management of personal information across various web accounts. As users increasingly encounter the challenge of overseeing multiple financial, shopping, email, and news accounts, Ezlogin.com addresses this need with its JumpPage service. This service enables users to consolidate and view all their important web content on a personal Summary Page, allowing for instant access to any account with a single click. The free service is accessible from any internet-connected computer and mobile devices. Ezlogin.com offers a range of features, including LiveClips, OneClick Login, OneClick Registration, OneClick Sharing, Instant CheckOut, SpamBlocking, and SurfRooms™, all designed to enhance user convenience and streamline online activities.
Avolent
Series B in 1998
Avolent, Inc. specializes in application software for electronic billing and settlement processes, offering a comprehensive web-based self-service solution for billing and payment needs. The company's software facilitates bill presentment, online reprint, member reconciliation, user-defined line item grouping, backend system synchronization, consolidation, and batch printing. Avolent serves various industries, including healthcare, finance, insurance, distribution, and communications. In addition to its software offerings, the company provides services such as implementation, systems integration, technical support, and training. Avolent has established strategic partnerships with several leading firms, enhancing its capabilities and market reach. Through its solutions, Avolent aims to streamline financial interactions, reduce costs, improve cash flow visibility, and enhance customer service levels.
Avolent
Series A in 1998
Avolent, Inc. specializes in application software for electronic billing and settlement processes, offering a comprehensive web-based self-service solution for billing and payment needs. The company's software facilitates bill presentment, online reprint, member reconciliation, user-defined line item grouping, backend system synchronization, consolidation, and batch printing. Avolent serves various industries, including healthcare, finance, insurance, distribution, and communications. In addition to its software offerings, the company provides services such as implementation, systems integration, technical support, and training. Avolent has established strategic partnerships with several leading firms, enhancing its capabilities and market reach. Through its solutions, Avolent aims to streamline financial interactions, reduce costs, improve cash flow visibility, and enhance customer service levels.
VeriSign
Series C in 1996
VeriSign is the sole authorized registry for several prominent generic top-level domains, including .com and .net. The company plays a crucial role in the internet's infrastructure by managing the domain name system and operating two of the world's 13 root servers, which are essential for routing internet traffic. VeriSign oversees the DNS infrastructure for approximately 121 million domain names and handles more than 77 billion internet queries daily. By offering infrastructure assurance services such as Managed DNS and DDoS Protection, VeriSign helps ensure that online businesses remain accessible and secure. The company has refocused its efforts on its core registry business following the sale of its Security Services division in 2018.
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