JMI Equity

JMI Equity is a growth equity firm established in 1992 and headquartered in Baltimore, Maryland. The firm specializes in investing in leading software companies across various sectors, including cloud, digital health, finance, and information technology. JMI Equity has a track record of over 145 investments and has successfully completed more than 95 exits, demonstrating its ability to partner with exceptional management teams to foster the growth of companies into industry leaders. With a commitment to raising significant capital, JMI Equity has secured over $4 billion in committed funds to support its investment strategy.

Anishka Agarwal

Analyst

Peter Arrowsmith

Managing General Partner

Paul Barber

Chairman

Berdichevsky, Dina

Vice President

Katie Carter

Controller and Vice President

Larry Contrella

General Partner

Thomas DelMastro

Analyst

Jack Duane

Vice President

Tyler Duke

Vice President

Michael Eberle

Associate

Matt Emery

General Partner

Benjamin Givner

Analyst

David Greenberg

General Partner

Stuti Grover

Associate

Harry Gruner

Founder and Managing General Partner

Guttman CPA, Randy E.

General Partner and COO

Hersman, Brian

General Partner

Preston Horner

Vice President

Hadley Irwin

Analyst

Lizzie Iwicki

Analyst

Bryan Jangro

Senior Associate

Stephen Jones

Principal

Arthur Kaslow

Associate

Jack King

Vice President

Andrew Knox

Vice President

Shefali Kumar

Associate

Kurth, Christian

Principal

Alexander Lin

Associate

Claire Mendelson

Associate

Daniel van der Merwe

Senior Director

Margaret Meyo

Senior Associate

Nicole Mossmer

Analyst

Robert Nye

General Partner

Nye, Bob

Partner

Krishna Potarazu

Partner

Vincent Prajka

Partner

Betsy Ratliffe

Analyst

Schmitt CPA, Maggie

Partner and CFO

Isaac Scoville

Associate

Aayush Sharma

Associate

Sureel Sheth

Principal

Skillrud, Dane

Associate

Bob Smith

General Partner

Chas Thomet

Principal

Vakil, Suken

General Partner

Jacob Walker

Associate

Josh Wang

Vice President

Harry Westbrook

Associate

Mac Williams

Principal

Bert Winemiller

Operating Partner - OEG

174 past transactions

SimpliGov

Private Equity Round in 2025
SimpliGov offers a platform designed to simplify government administration by automating manual and repetitive processes. Its solutions enhance productivity and responsiveness while improving citizen engagement with government services. The platform features user-friendly tools for creating forms and workflows, seamless integration with existing systems, and support for electronic signatures. By streamlining operations, SimpliGov enables government entities to reduce costs, gain visibility into their processes, and leverage data for ongoing improvement. This approach not only accelerates service delivery but also meets the digital expectations of citizens, ultimately transforming the way government interacts with the community.

DoorLoop

Series B in 2024
DoorLoop is a provider of customizable property management software aimed at simplifying the management of real estate portfolios. The platform automates essential functions such as tenant and lease management, rent collection, accounting, and maintenance requests, making it user-friendly and secure. DoorLoop's software also includes tools for listing and marketing vacant properties, screening tenants, offering renters insurance, and automating lease renewals. By integrating these features, the software allows property managers to efficiently handle tenant interactions and streamline operations, ultimately saving time and improving financial outcomes. Additionally, DoorLoop offers exceptional customer support and free educational resources to help users succeed in their property management endeavors.

Clio

Series F in 2024
Clio is a provider of a cloud-based practice management platform tailored specifically for solo practitioners and small law firms. Its suite of web-based tools streamlines essential functions such as client management, billing, administration, and communication. By enhancing these day-to-day processes, Clio enables legal professionals to efficiently manage their cases and improve client collaboration. The platform is designed to simplify the complexities of legal practice, making it an essential resource for modern law firms seeking to optimize their operations.

Fullbay

Private Equity Round in 2024
Fullbay Inc is a Phoenix, Arizona-based company that develops cloud-based shop management software specifically designed for heavy-duty repair shops. Its platform streamlines operations by integrating all essential business functions in real-time, allowing users to manage various aspects such as clock management, invoicing, inventory monitoring, and reporting from any location. This comprehensive solution aims to enhance workflow efficiency and operational transparency, enabling shop owners and technicians to complete tasks more quickly and maintain a better work-life balance. Fullbay is focused on delivering operational excellence and preventive maintenance solutions to its diverse clientele, optimizing inventory management and overall shop performance.

Safe Software

Private Equity Round in 2024
Safe Software makes complex data integration a simple task. It lets you connect applications, transform data, and automate tasks.

Huntress

Series C in 2023
Huntress is a cybersecurity provider focused on serving small and mid-sized businesses (SMBs) and the managed service providers that assist them. Established in 2015 by former National Security Administration operators, the company combines its Managed Security Platform with a 24/7 Security Operations Center to deliver technology, services, and expertise aimed at addressing cybersecurity challenges. Huntress offers a range of tailored solutions that cater to the budgetary and security needs of SMBs, helping them defend against various cyber threats, including ransomware and persistent attacks. The company has experienced significant growth, currently supporting over 4,300 partners and protecting more than 105,000 organizations across 2 million endpoints.

Coursedog

Private Equity Round in 2023
Coursedog Inc. is a company that specializes in cloud-based curriculum and schedule management software tailored for higher education institutions. Founded in 2018 and headquartered in Palo Alto, California, with an additional office in New York, Coursedog's platform automates administrative tasks, allowing universities to streamline scheduling and curriculum management processes. The software includes features such as class and event scheduling, curriculum development tools, and a course projection tool that analyzes historical enrollment data to recommend course offerings. Additionally, the platform facilitates communication with instructors through surveys that gather preferences on class times and seating arrangements. By providing analytics and alerts for scheduling errors, Coursedog enables institutions to make informed, data-driven decisions that aim to enhance student outcomes and reduce operational costs. Its client base includes various educational institutions, including art schools and law schools, as well as private and IT companies.

SOCi

Venture Round in 2023
SOCi, Inc. is a provider of a social media management platform designed to help enterprises, multi-location brands, and service providers effectively manage their social media presence. Founded in 2012 and based in San Diego, California, SOCi offers a Software-as-a-Service (SaaS) platform that equips social media managers with essential tools for account management, along with a Customer Success Portal for training and support. The company serves various sectors, including property management, agencies, brands, and franchises. Its SOCi Genius platform leverages generative AI and machine learning to deliver actionable insights and automate critical marketing workflows, enabling businesses to enhance their digital presence across local search and social media while safeguarding their online reputation. Through its comprehensive solutions, SOCi empowers clients to streamline their marketing efforts across multiple locations and digital channels.

Visiting Media

Private Equity Round in 2023
Visiting Media is a sales enablement platform that specializes in providing visual sales and marketing services for the hospitality and event industries. The company offers a range of tools, including virtual selling enablement, digital asset management, immersive content creation, video production, and virtual reality services. These services allow clients to create, manage, and distribute engaging content effectively. Among its solutions is truetour, a selling technology platform utilized by millions of users worldwide, enhancing the sales capabilities of hotels and resorts. Through its innovative offerings, Visiting Media aims to streamline the sales process and improve client engagement in the competitive hospitality market.

Eptura

Private Equity Round in 2022
Eptura is a global work-tech company that offers software solutions designed to enhance workplace efficiency by managing spaces, people, and assets. Formed from the merger of Condeco and iOffice + SpaceIQ, Eptura specializes in cloud-based workplace management. Its software automates essential tasks such as office space allocation, scheduling, and the maintenance of work schedules, ultimately helping organizations improve productivity and achieve cost savings. By leveraging innovative technology, Eptura aims to create smarter work environments that cater to the evolving needs of businesses of all sizes.

Performio

Private Equity Round in 2022
Performio, Inc. is a developer of enterprise commission management software that simplifies the complexities of incentive compensation for businesses. Founded in 2006 and headquartered in Newport Beach, California, with additional offices in San Francisco, Melbourne, and Sydney, Performio offers a robust platform featuring a structured plan builder, flexible data management, and a no-code architecture. The software includes various functionalities such as API integration, automated scheduling, a comprehensive calculation library, and customizable dashboards and reporting tools. This enables organizations to manage and automate their incentive compensation processes effectively. By providing expert guidance and adaptable solutions, Performio enhances transparency and drives business performance, ensuring that companies can navigate changes in their compensation strategies over time.

Whistic

Series B in 2022
Whistic, Inc. operates a software-as-a-service (SaaS) platform that focuses on evaluating and quantifying IT security risks related to SaaS vendors. Founded in 2015 and based in Pleasant Grove, Utah, Whistic provides an AI-powered solution that empowers information security and compliance teams to manage third-party risk effectively. The platform simplifies the vendor risk assessment process, allowing organizations to establish and maintain custom third-party risk management (TPRM) programs while meeting regulatory compliance and audit requirements through automation. Whistic's Trust Catalog facilitates seamless connections between vendors and their customers, enabling the exchange of security and compliance information without the need for manual assessments. This centralized solution not only helps organizations track vendor lifecycles but also streamlines responses to security review requests, ultimately reducing the risk of data breaches.

PointClickCare

Secondary Market in 2022
PointClickCare is a provider of web-based electronic health record (EHR) solutions tailored for long-term care providers, including skilled nursing facilities, senior living communities, and home health agencies. Serving over 5,000 facilities across North America, the company offers a comprehensive software platform that integrates clinical, billing, and administrative functions. This cloud-based system supports revenue cycle management and accounts receivable services while facilitating Medicaid conversions. By enhancing operational efficiencies and improving staff productivity and satisfaction, PointClickCare enables healthcare providers to optimize reimbursements and deliver high-quality care. The platform fosters proactive decision-making and collaboration, providing real-time insights throughout the patient healthcare journey.

HackerRank

Series D in 2022
HackerRank is a company that offers a technical hiring platform aimed at assisting businesses in assessing the skills of software developers. Its platform features automated skill assessments that enable tech recruiters and hiring managers to objectively evaluate candidates' technical abilities throughout the recruitment process. By providing tools to measure and compare talent from around the globe, HackerRank facilitates the hiring of skilled developers, helping companies create opportunities for qualified individuals while streamlining the evaluation process.

Vantaca

Venture Round in 2022
Vantaca is a software development company founded in 2016 and based in Wilmington, North Carolina. It specializes in community association management software that aims to provide a strong return on investment for association management companies while enhancing community engagement and empowerment. Vantaca's platform automates various roles and tasks tailored to the unique needs of its clients, offering real-time analytics to measure progress. The software facilitates efficient billing management, allows consumers to make payments and fund transfers, and enables users to submit account balance inquiries seamlessly. Additionally, it features a comprehensive communication system designed to save time and improve interactions within communities.

ButterflyMX

Series D in 2021
ButterflyMX, Inc. specializes in developing a cloud-based video intercom system tailored for the real estate industry. Its innovative solution allows users to manage property access via smartphones, including opening doors, issuing virtual keys for visitors, and integrating with property management systems. By eliminating the need for traditional building wiring and in-unit hardware, ButterflyMX offers a cost-effective and efficient alternative for property developers and managers. The system enhances security and convenience for residents, enabling them to see visitors at the building's entrance and grant access remotely. ButterflyMX serves a diverse range of sectors, including multifamily housing, commercial offices, gated communities, student housing, and senior living facilities. Founded in 2012 and based in New York, the company has established itself as a leader in providing seamless property access solutions.

ServiceTrade

Private Equity Round in 2021
We're here to help service delivery companies focus on what they do best. Delivering great service at a great price. With smart phones in every pocket and rising customer demand for better visibility, ServiceTrade has the answer for incredible customer service. What we can do for your service business?

Ignition

Series C in 2021
Ignition is a leading revenue operations platform for professional services businesses to streamline how they engage clients and get paid. Businesses such as accounting and service-based businesses use Ignition to help them grow, be more efficient, and create win-win client relationships. With Ignition, professionals can easily engage new and existing clients with a clear scope of work, and get paid on time by automating billing and payment collection - all in one place. Ignition also connects with leading apps to run businesses workflows and automate time-consuming tasks, such as client onboarding or invoice reconciliation.

Ontic

Series B in 2021
Ontic is a developer of a protective intelligence platform designed for corporate and government security professionals to enhance threat management and risk mitigation. The platform integrates and unifies critical data, business processes, and collaboration tools, consolidating security intelligence and operations into a single system. By leveraging big data and digital technology, Ontic aggregates various data sources to provide actionable insights for early threat detection, surfacing pre-incident indicators related to acts of violence, mental health concerns, and suspicious behavior. This enables security teams to effectively investigate and address potential threats, ultimately protecting executives, workplaces, and educational institutions.

CompanyCam

Series B in 2021
CompanyCam, Inc. is a company that specializes in developing a photo application tailored for contractors to document their work and enhance team communication. Founded in 2015 and based in Lincoln, Nebraska, CompanyCam allows users to take and securely store unlimited photos, which are time and location-stamped for easy organization by project. The application facilitates real-time collaboration by enabling team members to annotate photos with comments, drawings, and voice notes, thus providing context to issues and updates. Users can create photo galleries, reports, and timelines to effectively share information with customers and insurance adjusters. Additionally, the platform offers features for searching and filtering projects, ensuring that users can easily track progress and access relevant information, making the overall process more organized and efficient.

SafetyChain Software

Private Equity Round in 2021
SafetyChain Software, Inc. specializes in cloud-based food safety and quality management solutions tailored for the food supply chain, including growers, producers, manufacturers, distributors, and retail services. Established in 2011 and headquartered in San Rafael, California, the company offers a comprehensive suite called SafetyChain for Food, designed to prevent losses and deliver a measurable return on investment. Its SafetyChain E.A.T. Approach connects various stakeholders within the food industry's value chain. The platform also features compliance management tools, real-time test analysis, and advanced analytics and reporting modules, along with a Real-time Smart Alert system that promptly notifies relevant personnel when safety or quality standards are compromised. Trusted by over 2,000 process manufacturing organizations, SafetyChain provides a unified digital platform that enhances operational visibility and performance by enabling access to critical data from any device.

RainFocus

Series C in 2021
RainFocus, Inc. is a cloud-based event management software company that specializes in big data management and marketing automation solutions for events. Founded in 2013 and based in Lindon, Utah, RainFocus provides a comprehensive platform that enables organizations to capture and analyze substantial amounts of first-party data. Its offerings include event data management, measurement solutions, and engagement management tools, allowing users to create targeted campaigns and personalize attendee experiences. The platform integrates seamlessly with various marketing software, enhancing the effectiveness of event strategies and driving return on investment. Additionally, RainFocus has established a strategic alliance with Groups360 to further enrich its service offerings.

Incident IQ

Private Equity Round in 2021
Incident IQ is a workflow management platform specifically designed for K-12 schools, providing essential services such as asset management, help ticketing, and facilities maintenance solutions. The platform is utilized by millions of students and teachers across school districts in 49 states, enabling them to efficiently manage and deliver critical services. By streamlining workflows, Incident IQ aims to enhance operational efficiency within educational institutions nationwide.

Seismic Software

Series G in 2021
Seismic is a leading provider of sales enablement solutions that assist organizations in enhancing customer engagement and driving revenue growth. Its flagship product, the Seismic Enablement Cloud, is a comprehensive platform designed to equip customer-facing teams with essential skills, content, tools, and insights necessary for success. By automating the creation of personalized sales materials and leveraging data to identify effective content, Seismic improves sales performance by increasing close rates and facilitating larger deals. The company serves a diverse clientele, ranging from large enterprises to startups and small businesses, with over 2,000 organizations worldwide relying on Seismic to meet their enablement needs.

Condeco

Venture Round in 2021
Condeco by Eptura is a workplace management platform focused on enhancing hybrid work environments. The company provides tools that allow employees to manage workspace utilization and schedule spaces effectively, fostering collaboration and optimizing office capacity. Its platform enables real-time monitoring and reporting of workspace usage, integrating features such as meeting room and desk booking software. Additionally, Condeco offers advanced hardware solutions to support its services, helping organizations improve efficiency in daily operations, meetings, and collaborative efforts.

OpenSesame

Series D in 2021
OpenSesame Inc. is an e-learning company that operates an online marketplace for training courses aimed at businesses and their employees. Founded in 2011 and headquartered in Portland, Oregon, with an additional office in London, the company offers a comprehensive catalog of courses from leading publishers across various industries, including technology, retail, finance, healthcare, manufacturing, and government. OpenSesame's platform allows users to preview courses, read reviews, and conduct research on course providers, facilitating the curation of training programs. The company also focuses on enhancing learning and development initiatives by improving course utilization and employee engagement through its services. OpenSesame has established a strategic partnership with Aasonn, LLC, further expanding its capabilities in the e-learning space.

OnBoard

Private Equity Round in 2021
OnBoard is a secure board management platform that helps organizations prepare, conduct, and analyze board meetings. It makes board meetings easy. It’s the world’s most intuitive board management software. OnSemble makes employee collaboration easy, an intranet backed with the trust of hundreds of leading financial institutions. OnBoard was founded in 2003 and is based in Indianapolis, Indiana.

Greenlight Guru

Private Equity Round in 2021
greenlight.guru is the only quality management software platform designed exclusively for medical device companies to help push beyond just complaint to achieve True Quality.

Huntress

Series B in 2021
Huntress is a cybersecurity provider focused on serving small and mid-sized businesses (SMBs) and the managed service providers that assist them. Established in 2015 by former National Security Administration operators, the company combines its Managed Security Platform with a 24/7 Security Operations Center to deliver technology, services, and expertise aimed at addressing cybersecurity challenges. Huntress offers a range of tailored solutions that cater to the budgetary and security needs of SMBs, helping them defend against various cyber threats, including ransomware and persistent attacks. The company has experienced significant growth, currently supporting over 4,300 partners and protecting more than 105,000 organizations across 2 million endpoints.

Vence

Series A in 2021
Vence is a company that has developed a livestock management platform designed to enhance the control and management of cattle. Their innovative solution combines hardware, such as sensors and GPS technology, with application software, allowing farmers to remotely manage their livestock through virtual fencing. This technology enables farmers to optimize the use of available grazing land by increasing the number of animals on a farm while simultaneously reducing costs associated with traditional fencing and labor for moving animals. Additionally, Vence's platform provides valuable insights into animal behavior, health, and fertility, ultimately helping livestock breeders improve efficiency and increase protein yield.

Vena Solutions

Series C in 2021
Vena Solutions operates as a Complete Planning platform that integrates seamlessly with Microsoft 365, primarily leveraging Excel to enhance financial and operational planning. The company provides a cloud-based solution that streamlines budgeting, reporting, and analytics processes, enabling organizations to make informed business decisions through advanced insights and AI capabilities. Vena transforms traditional spreadsheet use into an enterprise-grade solution, offering features such as centralized databases, workflow management, and detailed audit trails. This approach allows over 1,800 leading companies to utilize their existing spreadsheet skills while benefiting from real-time reporting and cross-functional collaboration. Vena's focus on corporate performance management applications positions it as a rapidly growing vendor in the cloud CPM sector, catering to the needs of finance and operational teams without sacrificing user familiarity with Excel.

Canto

Private Equity Round in 2021
Canto is a digital asset management platform that enables companies to effectively store, organize, and share large volumes of digital brand assets. The company's cloud-based software is designed to manage and archive various types of digital content used in production, publishing, and communication workflows. By facilitating collaboration and engagement around these assets, Canto helps organizations maximize the value of their digital content, streamlining processes and enhancing overall efficiency in asset management.

ChurnZero

Series B in 2021
ChurnZero, Inc. is a software company that specializes in providing a SaaS platform tailored for subscription businesses, focusing on customer retention and reducing churn. Established in 2015 and based in Arlington, Virginia, ChurnZero's platform offers real-time insights into customer engagement through a dashboard that alerts businesses to significant activities. It enables companies to analyze how customers interact with their products, assess customer health, and predict renewal likelihood. Additionally, the platform facilitates personalized customer experiences by automating communications and tasks based on engagement metrics. Through features such as health scores, segmentation, and reporting tools, ChurnZero empowers businesses to create relevant touchpoints that enhance customer satisfaction and loyalty.

TimelyCare

Series B in 2021
TimelyCare is higher education’s most trusted virtual health and well-being provider, with a mission to foster student success and improve the health and well-being of campus communities. Founded in 2017, TimelyCare now serves millions of students, educators and staff at more than 350 campuses nationwide. Its comprehensive suite of services – including mental health counseling, on-demand emotional support, medical care, psychiatric care, health coaching, student success coaching, basic needs assistance, faculty and staff guidance, peer support and self-guided wellness tools – expands the breadth of school resources and empowers students, educators, and staff to be well and thrive in all aspects of their lives.

SOCi

Series D in 2021
SOCi, Inc. is a provider of a social media management platform designed to help enterprises, multi-location brands, and service providers effectively manage their social media presence. Founded in 2012 and based in San Diego, California, SOCi offers a Software-as-a-Service (SaaS) platform that equips social media managers with essential tools for account management, along with a Customer Success Portal for training and support. The company serves various sectors, including property management, agencies, brands, and franchises. Its SOCi Genius platform leverages generative AI and machine learning to deliver actionable insights and automate critical marketing workflows, enabling businesses to enhance their digital presence across local search and social media while safeguarding their online reputation. Through its comprehensive solutions, SOCi empowers clients to streamline their marketing efforts across multiple locations and digital channels.

Employee Navigator

Private Equity Round in 2021
Employee Navigator simplifies benefits and HR for brokers and HR departments around the country. It built an all-in-one product that consolidates everything from benefits administration to compliance, onboarding, and more into one place. Employee Navigator works with the nation's insurance brokers to make it easier for companies of all sizes to run and grow their businesses. The company was founded in 2008 and is headquartered in Bethesda, Maryland.

Swiftly

Private Equity Round in 2020
Swiftly, Inc. is a technology company focused on enhancing public transportation through its data-driven application designed for transit agencies. The Swiftly platform unifies public transit data across various departments and integrates seamlessly with existing transit hardware. By leveraging billions of data points and advanced algorithms, Swiftly improves transit system performance, service reliability, and provides real-time passenger information. The company's offerings include GTFS and TransXchange data, operator information, on-board data, and historical analytics, serving the needs of transportation agencies, residents, and government entities. Founded in 2014 and based in San Francisco, California, Swiftly was previously known as Swyft Technologies, Inc. before rebranding in January 2016.

Benevity

Private Equity Round in 2020
Benevity, Inc. is a Calgary-based software social enterprise that specializes in workplace giving and volunteer management solutions. Founded in 2008, the company provides a comprehensive platform that includes features such as custom cause portfolios, disaster response capabilities, and both company and user-generated volunteering. Benevity also offers consumer engagement tools like integrated donation management and loyalty rewards, along with professional services that encompass charity vetting, donation processing, and international program development. The company's products enable organizations to enhance their corporate social responsibility initiatives and foster employee engagement while facilitating charitable contributions and community investment. Benevity aims to connect corporate values with communities, helping clients create a positive workplace culture and effectively manage their social impact efforts.

Bloomerang

Venture Round in 2020
Bloomerang, LLC is a company that specializes in donor management and retention software for non-profit organizations. Founded in 2010 and based in Indianapolis, Indiana, Bloomerang offers a cloud-based platform designed to assist small and mid-sized non-profits in managing their relationships with donors, volunteers, sponsors, and grantees. The platform provides user-friendly tools that help organizations acquire new donors, enhance donor loyalty, improve communication, and generate comprehensive reports. By focusing on principles of philanthropy, Bloomerang empowers non-profits to effectively engage and retain the advocates necessary for achieving their missions.

Traitify

Series B in 2020
Traitify is a personality data company focused on enhancing the employment marketplace through its innovative image-based assessment platform. By leveraging human interaction with images, Traitify offers some of the fastest validated talent assessments available, which can be completed on mobile devices in just 90 seconds to 2 minutes, boasting completion rates of 95% or higher. The platform employs machine learning algorithms to combine performance metrics with personality data, helping companies efficiently navigate large volumes of applicant data. This approach allows organizations to prioritize candidates who align with top performers, while also providing personalized job recommendations and ongoing engagement tailored to individual personality traits. Through these services, Traitify aims to improve the candidate and employee experience, fostering positive relationships between companies and their talent pools.

AlertMedia

Series C in 2020
AlertMedia provides a cloud-based emergency communication and monitoring platform designed to enhance employee safety and operational efficiency for organizations. The platform enables companies to identify, respond to, and recover from critical events by facilitating communication through various channels, including text, email, mobile app, voice, and social media. This flexibility allows organizations to connect with individuals in real time, improving coordination and outcomes during emergencies. AlertMedia serves a diverse range of clients, including major companies like DHL, JetBlue, Coca-Cola Bottling, In-N-Out, and Walmart, across more than 130 countries. The company's solutions are aimed at protecting people and businesses throughout all phases of an emergency, ultimately helping organizations mitigate loss and enhance their preparedness.

Benevity

Series C in 2019
Benevity, Inc. is a Calgary-based software social enterprise that specializes in workplace giving and volunteer management solutions. Founded in 2008, the company provides a comprehensive platform that includes features such as custom cause portfolios, disaster response capabilities, and both company and user-generated volunteering. Benevity also offers consumer engagement tools like integrated donation management and loyalty rewards, along with professional services that encompass charity vetting, donation processing, and international program development. The company's products enable organizations to enhance their corporate social responsibility initiatives and foster employee engagement while facilitating charitable contributions and community investment. Benevity aims to connect corporate values with communities, helping clients create a positive workplace culture and effectively manage their social impact efforts.

Clio

Series D in 2019
Clio is a provider of a cloud-based practice management platform tailored specifically for solo practitioners and small law firms. Its suite of web-based tools streamlines essential functions such as client management, billing, administration, and communication. By enhancing these day-to-day processes, Clio enables legal professionals to efficiently manage their cases and improve client collaboration. The platform is designed to simplify the complexities of legal practice, making it an essential resource for modern law firms seeking to optimize their operations.

Unanet

Private Equity Round in 2019
Unanet, Inc., based in Dulles, Virginia, specializes in developing and delivering services automation software tailored for project-driven organizations, particularly in the government contracting, architecture, engineering, construction, and professional services sectors. Founded in 1988, the company offers a comprehensive suite of solutions, including enterprise resource planning (ERP) and customer relationship management (CRM) software. Its products encompass project management, resource planning, expense reporting, project billing, and revenue recognition tools, all designed to enhance decision-making and facilitate business growth. With a user base of over 3,700 organizations, Unanet aims to transform information into actionable insights, thereby optimizing project management and financial performance. Additionally, the company provides consulting, support, and customer training services to ensure the effective implementation and use of its software solutions.

Lytics

Series C in 2019
Lytics provides an enterprise-grade customer data platform that helps companies personalize their marketing interactions across multiple channels. The platform integrates existing data to develop detailed customer profiles, allowing for real-time insights and targeted messaging. By leveraging machine learning, Lytics enables marketers to uncover valuable insights about their prospects and customers, facilitating the orchestration of data-driven campaigns designed to optimize return on investment. This approach supports brands in enhancing customer engagement and driving conversions, ultimately improving overall business performance and creating personalized digital experiences.

RainFocus

Private Equity Round in 2019
RainFocus, Inc. is a cloud-based event management software company that specializes in big data management and marketing automation solutions for events. Founded in 2013 and based in Lindon, Utah, RainFocus provides a comprehensive platform that enables organizations to capture and analyze substantial amounts of first-party data. Its offerings include event data management, measurement solutions, and engagement management tools, allowing users to create targeted campaigns and personalize attendee experiences. The platform integrates seamlessly with various marketing software, enhancing the effectiveness of event strategies and driving return on investment. Additionally, RainFocus has established a strategic alliance with Groups360 to further enrich its service offerings.

AlertMedia

Series C in 2019
AlertMedia provides a cloud-based emergency communication and monitoring platform designed to enhance employee safety and operational efficiency for organizations. The platform enables companies to identify, respond to, and recover from critical events by facilitating communication through various channels, including text, email, mobile app, voice, and social media. This flexibility allows organizations to connect with individuals in real time, improving coordination and outcomes during emergencies. AlertMedia serves a diverse range of clients, including major companies like DHL, JetBlue, Coca-Cola Bottling, In-N-Out, and Walmart, across more than 130 countries. The company's solutions are aimed at protecting people and businesses throughout all phases of an emergency, ultimately helping organizations mitigate loss and enhance their preparedness.

Jvion

Private Equity Round in 2019
Jvion helps healthcare systems and providers prevent harm and lower costs through its AI-enabled prescriptive analytics solution. An industry first, the Jvion Machine goes beyond simple predictive analytics to identify patients on a trajectory to becoming high risk and for whom intervention will likely be successful. It determines the interventions that will effectively reduce risk and enable clinical action, and it accelerates time to value by leveraging established patient-level intelligence. Jvion was founded in 2011 and is headquartered in Johns Creek, Georgia.

Seismic Software

Series E in 2018
Seismic is a leading provider of sales enablement solutions that assist organizations in enhancing customer engagement and driving revenue growth. Its flagship product, the Seismic Enablement Cloud, is a comprehensive platform designed to equip customer-facing teams with essential skills, content, tools, and insights necessary for success. By automating the creation of personalized sales materials and leveraging data to identify effective content, Seismic improves sales performance by increasing close rates and facilitating larger deals. The company serves a diverse clientele, ranging from large enterprises to startups and small businesses, with over 2,000 organizations worldwide relying on Seismic to meet their enablement needs.

Raptor Technologies

Private Equity Round in 2018
Raptor Technologies develops and distributes web-based technologies to its clients. The company’s product portfolio consists of visitor management, volunteer management, and emergency management systems. The systems feature screening, custom databases, record maintenance, and reporting. Raptor Technologies was founded in 2003 and is based in Texas.

Applied Systems

Venture Round in 2018
Applied Systems, Inc. is a leading provider of software solutions tailored for the insurance industry, focusing on agency and brokerage management. The company offers a range of products including Epic, a comprehensive management system for insurance agencies aimed at enhancing business growth and client relationships; TAM, which facilitates daily operations for agencies; DORIS, an online management system that streamlines workflows and interfaces with insurance carriers; and Vision, designed for managing complex business structures and diverse insurance lines. Additionally, Applied Systems provides Performance Management for data analysis, MobileProducer for mobile access to client and policy information, and Applied Analytics for data-driven insights. The company also delivers professional services such as consulting, training, and support. Established in 1983 and headquartered in University Park, Illinois, Applied Systems has expanded its reach with offices in Canada and the United Kingdom, serving insurance professionals, agencies, brokerages, and carriers both in North America and internationally.

Cosential

Private Equity Round in 2018
Cosential is a CRM and Proposal Database solution that allows AEC firms the ability to access and act upon data specific to their role. The marketing and proposal database provides a comprehensive view of your firm's connections, interactions, and history with clients & partners. It organizes contacts, tracks opportunities, manages pending projects, runs reports and responds to RFP’s by generating prescriptive, engaging proposals.

Cureatr

Venture Round in 2018
Cureatr Inc. is a New York-based company that provides mobile care coordination solutions for healthcare providers. Established in 2011, it combines HIPAA-secure text messaging with workflow navigation tools to enhance communication and coordination among healthcare professionals. The company has developed a cloud-based medication management software that focuses on optimizing patient care, particularly in post-discharge settings. This software facilitates medication reconciliation and other medical services triggered by real-time events following a patient's discharge from acute care. Additionally, it features a dashboard that organizes and analyzes patients' medication histories, enabling healthcare professionals to improve their coordination with patients effectively.

CipherHealth

Corporate Round in 2018
CipherHealth develops and implements analytical healthcare IT solutions that utilize clinical data to improve quality of care and increase efficiency in the health care system, while delivering real value to healthcare providers, payors and patients.

CampusLogic

Private Equity Round in 2018
CampusLogic provides critical tools and resources for the 15 million students who travel the higher education journey each year. The company currently serves more than 750 schools increase enrollment, retention, and graduation rates with a platform, which includes a net price calculator, complete scholarship management, personalized digital communications, simplified financial aid verification, 24×7 personalized virtual advising, tuition, and scholarship crowdfunding, and integrated data visualizations.

HackerRank

Series C in 2018
HackerRank is a company that offers a technical hiring platform aimed at assisting businesses in assessing the skills of software developers. Its platform features automated skill assessments that enable tech recruiters and hiring managers to objectively evaluate candidates' technical abilities throughout the recruitment process. By providing tools to measure and compare talent from around the globe, HackerRank facilitates the hiring of skilled developers, helping companies create opportunities for qualified individuals while streamlining the evaluation process.

Arena Solutions

Private Equity Round in 2017
Arena Solutions provides cloud-based product lifecycle management (PLM) and quality management system (QMS) software designed to enhance product development and commercialization for modern manufacturing companies, particularly in the high-tech and medical device sectors. By unifying PLM and QMS processes, Arena Solutions facilitates collaboration among all stakeholders involved in the product realization process, from design to manufacturing. This integrated approach helps teams accelerate product development and delivery, ultimately increasing profitability while ensuring efficient supply chain collaboration and effective quality management. The company aims to empower its clients to achieve the lowest total cost of ownership through its comprehensive training and analytics offerings.

yello

Series C in 2017
Yello, Inc. is a talent acquisition software company that provides solutions to streamline the recruiting process for organizations of various sizes, including Fortune 500 companies and emerging businesses. Founded in 2008 and based in Chicago, Illinois, Yello offers a comprehensive platform that includes tools for campus recruiting, event management, interview scheduling, mobile recruiting, talent relationship management, video interviewing, and evaluation management. The company aims to enhance the candidate experience by improving the speed and transparency of the hiring process, enabling clients to efficiently manage candidate information, promote job openings, conduct interviews, and share evaluations. Yello's commitment to optimizing recruiting operations positions it as a strategic partner for organizations seeking to improve their talent acquisition efforts.

Level Access

Series A in 2017
Level Access offers comprehensive digital accessibility solutions to over 1,000 clients, including corporations, government agencies, and educational institutions. Founded in 1997, the company aims to promote digital equality by ensuring that technology is accessible to individuals with disabilities and the aging population. Level Access provides a cloud-based accessibility management platform that helps clients comply with various regulations and standards, such as the ADA and WCAG. Its suite of services includes software, consulting, and training, which support organizations in managing accessibility initiatives throughout the development life cycle. Level Access's commitment to accessibility has earned it recognition, including endorsement from the American Banking Association and designation as a White House "Champion of Change" in 2014.

PointClickCare

Venture Round in 2017
PointClickCare is a provider of web-based electronic health record (EHR) solutions tailored for long-term care providers, including skilled nursing facilities, senior living communities, and home health agencies. Serving over 5,000 facilities across North America, the company offers a comprehensive software platform that integrates clinical, billing, and administrative functions. This cloud-based system supports revenue cycle management and accounts receivable services while facilitating Medicaid conversions. By enhancing operational efficiencies and improving staff productivity and satisfaction, PointClickCare enables healthcare providers to optimize reimbursements and deliver high-quality care. The platform fosters proactive decision-making and collaboration, providing real-time insights throughout the patient healthcare journey.

Healthx

Private Equity Round in 2017
Healthx, Inc., a technology company, provides healthcare data and communications technology solutions. The company focuses on multi-channel healthcare solutions encompassing Web and phone to address the needs of members, providers, brokers, and human resources professionals. It offers OpenX Web, a technology platform that enables payers to design, sell, and deliver health plans; OpenX Phone that automates the handling of eligibility, accumulator status, claim status, and benefit queries from members and service providers; and Disease Management and Predictive Modeling for predictive modeling, comprehensive chronic disease management, and provider profiling and intervention services. The company also provides Provider Services Portal, a Web-based, HIPAA compliant portal that offers healthcare providers with online access to patient information; and Enrollment and Eligibility, a product for improving enrollment and eligibility efficiencies. In addition, it enables online purchasing of durable medical equipment and over the counter items. Further, the company provides technology, implementation, consulting, account management, and ongoing support; financial account services; and Automated Voice Solutions, which enables payers and employers to manage member communications. Healthx, Inc. was formerly known as Healthx.com, Inc. The company was founded in 1995 and is based in Indianapolis, Indiana.

Classy

Series C in 2016
Classy is a social enterprise dedicated to empowering nonprofits by providing a comprehensive suite of online fundraising tools. Since its inception in 2011, the company has facilitated millions of donations from over 190 countries, raising more than $2 billion for various social causes. Its platform supports a range of fundraising strategies, including peer-to-peer fundraising, crowdfunding, direct donation appeals, and event management, enabling organizations to effectively engage supporters and maximize their impact. Additionally, Classy recognizes excellence in social innovation through initiatives such as the Collaborative and Classy Awards.

automotiveMastermind

Private Equity Round in 2016
automotiveMastermind, Inc. is a provider of cloud-based predictive analytics and marketing automation software tailored for the automotive industry. Founded in 2012 and headquartered in New York City, with an additional office in San Francisco, the company specializes in predicting customer automobile-buying behavior through its advanced online behavior prediction technology platform. This platform enables dealerships to analyze sales and service data, generate behavior prediction scores, and create targeted marketing communications. By leveraging big data behavioral analytics, automotiveMastermind aims to enhance how dealerships and manufacturers identify and engage potential customers, ultimately driving sales and improving marketing effectiveness. The company combines its software offerings with consultative services to empower dealers in closing more deals and optimizing their marketing strategies.

Axonify

Venture Round in 2016
Axonify Inc. is a Canadian company that specializes in providing an eLearning platform designed for corporate training. Founded in 2011 and headquartered in Waterloo, Canada, Axonify offers a web-based platform that delivers bite-sized, personalized, and gamified learning experiences. The platform employs principles of microlearning and interval reinforcement to enhance employee training in various sectors, including retail, finance, and telecommunications. By integrating these learning methods into the everyday workflow, Axonify aims to address knowledge retention issues and foster behavioral changes that lead to improved business outcomes. The company has established strategic partnerships to further enhance its offerings and effectiveness in corporate learning environments.

Higher Logic

Private Equity Round in 2016
Higher Logic is a leader in cloud-based engagement platforms, providing organizations with tools to create secure online communities that foster interaction and idea sharing among members. Their platform enhances the digital customer experience by offering a comprehensive suite of engagement capabilities, including community building and marketing automation, which helps organizations manage interactions from initial contact through renewal and ongoing engagement. By enabling organizations to create a centralized space for members, customers, and partners to connect, Higher Logic enhances the value and relevance of these organizations. Their focus is on supporting successful community engagement through effective tools, services, and best practices.

Seismic Software

Series C in 2016
Seismic is a leading provider of sales enablement solutions that assist organizations in enhancing customer engagement and driving revenue growth. Its flagship product, the Seismic Enablement Cloud, is a comprehensive platform designed to equip customer-facing teams with essential skills, content, tools, and insights necessary for success. By automating the creation of personalized sales materials and leveraging data to identify effective content, Seismic improves sales performance by increasing close rates and facilitating larger deals. The company serves a diverse clientele, ranging from large enterprises to startups and small businesses, with over 2,000 organizations worldwide relying on Seismic to meet their enablement needs.

CoreHR

Private Equity Round in 2016
CoreHR delivers world class SaaS HR and Payroll solutions to some of the world’s leading organisations including the University of Oxford, Primark and Ladbrokes. CoreHR manages all strategic and transactional HR and Payroll processes with highly intuitive and easy to use solutions that streamline processes, improve operational efficiencies and reduce costs.

Avecto

Series A in 2015
Avecto Limited is a security software company specializing in endpoint security solutions that safeguard businesses from advanced threats. Founded in 2008, the company is headquartered in Manchester, UK, with additional offices in Boston, US, and Melbourne, Australia. Avecto’s flagship product, Defendpoint, is an integrated security suite designed to enhance protection across desktops and servers through various modules, including Privilege Management, Application Control, and Sandboxing. These modules address critical security challenges by managing user privileges, controlling application access, and providing protection against common malware entry points, such as web browsing and email. In addition to its software offerings, Avecto provides consultancy, project management, implementation services, training, and technical support, helping enterprises achieve compliance and improve overall security posture. As of August 2018, Avecto operates as a subsidiary of Bomgar Corporation.

Schoology

Series D in 2015
Schoology, Inc. is a provider of a cloud-based learning management system tailored for K-12, higher education, and corporate environments. Founded in 2009 and based in New York, the company offers a platform that facilitates the creation of engaging educational content and lesson designs, while enabling communication and collaboration among students and faculty. The system supports individual subscriptions for classrooms, allowing institutions to pilot the platform before broader implementation. Additionally, it serves corporate clients by offering tools to develop courses, monitor employee progress, and enhance engagement, thereby streamlining communication and collaboration within organizations. Schoology's versatile solution aims to improve educational outcomes by personalizing learning experiences for users.

Code42

Series B in 2015
Code42 specializes in data loss protection, visibility, and recovery solutions designed to safeguard critical information from various threats, including insider breaches. Its platform offers a secure cloud service that continuously and automatically collects data via a lightweight agent installed on devices, ensuring comprehensive protection for files on laptops and desktops. The company's solutions enable security, IT, and compliance professionals to quickly detect threats, meet regulatory requirements, and accelerate incident response without complex policy management or hindering user collaboration. By focusing on ease of use and effective data management, Code42 helps organizations maintain a secure environment while fostering a collaborative workplace culture.

Intelex

Private Equity Round in 2015
Intelex Technologies Inc. specializes in developing web and mobile software solutions for environmental, health, safety, and quality management. Founded in 1992 and based in Toronto, Canada, the company offers a scalable platform that includes an integrated management system for EHS data, quality management processes, and supplier management. Intelex's software solutions assist organizations across various industries, such as automotive, healthcare, and manufacturing, in improving business performance, mitigating risks, and ensuring compliance with regulatory standards. The company is recognized for its rapid growth and strong corporate culture, having received accolades as one of Canada’s fastest-growing tech companies and top employers. As of 2019, Intelex operates as a subsidiary of Industrial Scientific Corporation.

Workfront

Series E in 2015
Workfront, Inc. specializes in cloud-based enterprise work management solutions aimed at enhancing productivity and collaboration among marketing, IT, and other teams. Its flagship product, Workfront Enterprise Work Cloud, provides a centralized platform for managing and collaborating on various projects throughout the work lifecycle, effectively reducing reliance on excessive email and meetings. Additionally, Workfront Fusion enables integration with common business applications, further streamlining workflows. The company caters to a diverse clientele, including marketing teams, creative agencies, and corporate organizations, offering tailored solutions for project management, corporate application development, and new product initiatives. Beyond software, Workfront also provides consulting, education, and support services to ensure client success. Founded in 2001 and based in Lehi, Utah, Workfront operates data centers in Ireland, Germany, and the United States. In 2015, it rebranded from AtTask, Inc. and is currently a subsidiary of Adobe Inc.

Benevity

Series A in 2015
Benevity, Inc. is a Calgary-based software social enterprise that specializes in workplace giving and volunteer management solutions. Founded in 2008, the company provides a comprehensive platform that includes features such as custom cause portfolios, disaster response capabilities, and both company and user-generated volunteering. Benevity also offers consumer engagement tools like integrated donation management and loyalty rewards, along with professional services that encompass charity vetting, donation processing, and international program development. The company's products enable organizations to enhance their corporate social responsibility initiatives and foster employee engagement while facilitating charitable contributions and community investment. Benevity aims to connect corporate values with communities, helping clients create a positive workplace culture and effectively manage their social impact efforts.

Workday Adaptive Planning

Series G in 2015
Workday Adaptive Planning, a subsidiary of Workday, Inc., specializes in cloud-based corporate performance management and business intelligence solutions. Founded in 2003 and headquartered in Palo Alto, California, the company offers a comprehensive suite known as Adaptive Suite, which includes Adaptive Planning, Adaptive Consolidation, and Adaptive Reporting, among other tools. These solutions enable organizations to enhance their budgeting, forecasting, and reporting processes, fostering collaboration and informed decision-making across various business functions. With a focus on user-friendly interfaces and strong analytical capabilities, Workday Adaptive Planning serves a diverse range of industries, including healthcare, manufacturing, retail, and financial services. The company is recognized for its high customer satisfaction ratings in independent market surveys, underscoring its commitment to providing effective and scalable software solutions that meet the needs of businesses of all sizes.

Cureatr

Series B in 2015
Cureatr Inc. is a New York-based company that provides mobile care coordination solutions for healthcare providers. Established in 2011, it combines HIPAA-secure text messaging with workflow navigation tools to enhance communication and coordination among healthcare professionals. The company has developed a cloud-based medication management software that focuses on optimizing patient care, particularly in post-discharge settings. This software facilitates medication reconciliation and other medical services triggered by real-time events following a patient's discharge from acute care. Additionally, it features a dashboard that organizes and analyzes patients' medication histories, enabling healthcare professionals to improve their coordination with patients effectively.

Intradiem

Venture Round in 2015
Intradiem, Inc. specializes in intraday automation solutions for multi-channel contact centers, enhancing efficiency and customer experience. Founded in 1995 and based in Alpharetta, Georgia, the company provides a comprehensive SaaS-based platform that automates real-time management processes for frontline workforces, including contact centers, back offices, and retail environments. Its offerings include task management, real-time adherence, intraday staffing, and channel balancing, among others. Intradiem's patented AI-powered technology processes large volumes of data in real time, enabling organizations to adapt swiftly to changing conditions. The company serves a diverse range of industries, including telecommunications, financial services, and healthcare, and its solutions are utilized by over 250,000 frontline workers daily. Additionally, Intradiem offers implementation, training, consulting, and customer support services to ensure successful integration and ongoing performance.

Rsam

Venture Round in 2015
Rsam is a prominent provider of enterprise software focused on governance, risk, and compliance (GRC) management. The Rsam Platform offers an integrated solution that helps organizations effectively manage various aspects of risk, compliance, audit, and security. Its adaptive framework allows for easy management without the need for extensive programming, facilitating rapid deployment in sectors such as healthcare, education, energy, finance, government, retail, manufacturing, and technology. The platform's flexibility supports a unified approach to risk management, enabling businesses to adhere to regulations and policies while enhancing operational efficiency and transparency. With features that include Security Risk Intelligence, Vendor and Third-Party Risk Management, and KPI/KRI Metrics, Rsam provides a comprehensive toolset for organizations aiming to streamline their risk management processes.

Seismic Software

Series B in 2015
Seismic is a leading provider of sales enablement solutions that assist organizations in enhancing customer engagement and driving revenue growth. Its flagship product, the Seismic Enablement Cloud, is a comprehensive platform designed to equip customer-facing teams with essential skills, content, tools, and insights necessary for success. By automating the creation of personalized sales materials and leveraging data to identify effective content, Seismic improves sales performance by increasing close rates and facilitating larger deals. The company serves a diverse clientele, ranging from large enterprises to startups and small businesses, with over 2,000 organizations worldwide relying on Seismic to meet their enablement needs.

Concorde Solutions

Venture Round in 2014
Concorde Solutions specializes in SaaS software asset management services, focusing on the complexities of software licensing within hybrid IT environments. By combining innovative technology with extensive customer experience, the company enables organizations to effectively manage the cost and value of software. Concorde Solutions empowers businesses to take control of their software assets, reduce risks, and save costs while facilitating the adoption of transformational technologies that align with their evolving needs.

EMS Software

Private Equity Round in 2014
EMS Software makes it easy to schedule and manage any type of meeting, from a simple team meeting to a complex executive briefing requiring room set-up, catering, and video conferencing. Only EMS combines the fastest and easiest way to schedule a meeting with the greatest depth and breadth of functionality. EMS simplifies meeting and room scheduling while providing the functionality you need for your organization. For example, you can activate permissions-based access to certain rooms, report on room and resource use, and integrate with other meeting and building systems such as video conferencing.

Workfront

Series D in 2014
Workfront, Inc. specializes in cloud-based enterprise work management solutions aimed at enhancing productivity and collaboration among marketing, IT, and other teams. Its flagship product, Workfront Enterprise Work Cloud, provides a centralized platform for managing and collaborating on various projects throughout the work lifecycle, effectively reducing reliance on excessive email and meetings. Additionally, Workfront Fusion enables integration with common business applications, further streamlining workflows. The company caters to a diverse clientele, including marketing teams, creative agencies, and corporate organizations, offering tailored solutions for project management, corporate application development, and new product initiatives. Beyond software, Workfront also provides consulting, education, and support services to ensure client success. Founded in 2001 and based in Lehi, Utah, Workfront operates data centers in Ireland, Germany, and the United States. In 2015, it rebranded from AtTask, Inc. and is currently a subsidiary of Adobe Inc.

SiriusDecisions

Private Equity Round in 2014
SiriusDecisions Inc. is a prominent global research and advisory firm specializing in business-to-business sales, marketing, and product organizations. Established in 2001 and headquartered in Wilton, Connecticut, the company provides a range of research-based advisory services aimed at enhancing sales, marketing, and product performance. Its offerings include strategic guidance in areas such as sales operations, account-based marketing, demand generation, and customer engagement, along with consulting services that focus on analysis, data gathering, and benchmarking. Additionally, SiriusDecisions delivers various learning courses and certifications to support professional development. Serving clients worldwide, the firm combines extensive practitioner experience with actionable intelligence to help executives navigate challenges and optimize their operations. As of January 2019, SiriusDecisions operates as a subsidiary of Forrester Research, extending its reach through offices in several locations, including Massachusetts, California, Canada, the United Kingdom, Mexico, and Singapore.

Cureatr

Series A in 2013
Cureatr Inc. is a New York-based company that provides mobile care coordination solutions for healthcare providers. Established in 2011, it combines HIPAA-secure text messaging with workflow navigation tools to enhance communication and coordination among healthcare professionals. The company has developed a cloud-based medication management software that focuses on optimizing patient care, particularly in post-discharge settings. This software facilitates medication reconciliation and other medical services triggered by real-time events following a patient's discharge from acute care. Additionally, it features a dashboard that organizes and analyzes patients' medication histories, enabling healthcare professionals to improve their coordination with patients effectively.

Axeda

Private Equity Round in 2013
Axeda Corporation provides remote monitoring and management software and services to manufacturing companies, service providers, and enterprises. The company offers Axeda ServiceLink, an enterprise software system that enables product manufacturers to provide remote service to their customers; and Axeda On-Demand, the software-as-a-service version of Axeda ServiceLink that enables to outsource the IT management responsibilities of remote service implementation. Its software is used in various applications, including diagnosis and repair, remote access, and proactive problem detection, as well as case and patch management, preventive maintenance, and usage monitoring. The company also provides consulting and implementation, customer support, education, and hosting services. It serves homeland security, medical, life sciences, information technology, telecommunications, print and imaging, kiosks, industrial, semiconductor, and building automation markets. The company was founded in 2000 and is headquartered in Foxboro, Massachusetts. Axeda Corporation is a former subsidiary of ITA Holdings, Inc.

AppNeta

Series C in 2013
AppNeta provides proactive end-user performance monitoring solutions for business-critical applications over any network. Using AppNeta, IT and Network Operations teams have access to essential performance data to monitor and measure the performance of their web, mobile, and cloud-delivered application environments. AppNeta’s unique and patented TruPath™ technology eschews traditional device-centric measurement techniques and instead measures performance along the actual application path, allowing AppNeta to measure application performance across both public and private networks. With AppNeta, customers have all of the performance data they need to assure continual and exceptional delivery of business-critical applications and end-user experience.

WhiteHat Security

Private Equity Round in 2013
WhiteHat Security, Inc. operates a Software-as-a-Service (SaaS) platform designed to help enterprises secure their digital applications throughout the development lifecycle, from creation to deployment across various devices. Founded in 2001 and headquartered in San Jose, California, the company offers a range of security solutions, including Dynamic Application Security Testing, which identifies vulnerabilities in web applications; Static Application Security Testing, which scans source code for security flaws; and Mobile Application Security Testing, which includes both automated scanning and manual assessments. Additionally, WhiteHat provides e-Learning resources for training employees on security best practices. With a focus on bridging the gap between security and development, WhiteHat's platform has garnered recognition as a leader in application security testing. The company has regional offices across the United States and Europe and operates in Australia. As of 2019, it is a subsidiary of NTT Security Corporation.

BigMachines

Venture Round in 2012
BigMachines is the global leader in enabling B2B sales, helping companies sell more and sell faster. BigMachines' award-winning on-demand configurator, pricing and quoting, proposal generator, and B2B eCommerce software solutions empower sales across customers' channels by streamlining their sales processes from opportunity to order. Using BigMachines software, sales teams and channels can quickly configure products, generate quotes and proposals, manage complex pricing, generate legal contracts, and manage orders. BigMachines offers extensive reporting capabilities and easily integrates to leading CRM and ERP systems, including those from salesforce.com, Oracle, Microsoft and SAP. BigMachines' rapidly growing customer base includes global leaders such as Kodak's GCG, Siemens, Ingersoll Rand, and NTT Communications, as well as innovative growth companies such as Acme Packet and Voltaire.

Capsule Tech

Private Equity Round in 2012
Capsule Tech, based in Andover, MA, is a subsidiary of Capsule Technologie and has established itself as a leader in medical device connectivity solutions over the past 12 years. The company specializes in developing a platform that integrates medical devices, enabling hospitals and healthcare organizations to capture and analyze streaming data from various devices. This platform enhances clinical documentation, alarm management, and patient surveillance, ultimately improving communication and collaboration among healthcare providers. Capsule Tech's innovative software and medical-grade hardware, along with its deep expertise in device protocols and firmware, support its mission to ensure patient safety and satisfaction. The company has also formed strong partnerships with major medical device manufacturers and healthcare information system providers, further solidifying its position in the market.

Catapult Learning

Debt Financing in 2012
Catapult Learning, Inc. has dedicated over four decades to providing outstanding education solutions that generate demonstrable academic achievement and better life outcomes for students, regardless of their learning barriers or other challenges they may face. The company’s team of 5,600 educators works to achieve sustained academic gains and build teacher and leadership capacity through evidence-based programs that include intervention services, special education and alternative education programs, and professional development solutions. Founded in 1976 and headquartered in Camden, New Jersey, Catapult Learning partners with over 500 school districts, including 18 of the 20 largest school districts in the United States.

ClickSquared

Series C in 2012
ClickSquared is the premier real time relationship marketing services provider of intelligent, multi-channel marketing solutions creating perfectly timed, personalized interactions across all online and off-line direct channels. Leveraging a team of marketing and technology experts and an on-demand marketing platform, ClickSquared develops and executes accountable acquisition, growth and loyalty programs to help build some of the world's best known brands.

CouponCabin

Venture Round in 2011
CouponCabin LLC is a prominent provider of online, printable, and grocery coupons for over 3,000 merchants. Established in 2003 and located in Whiting, Indiana, the company offers a diverse range of coupon categories, including electronics, apparel, home goods, and food. CouponCabin ensures the reliability of its coupons by rigorously testing them multiple times each week and has introduced the CouponCabin Guarantee, which promises compensation if a guaranteed offer fails. Users can access coupons without needing to register, though they can subscribe to a daily newsletter for featured offers and receive alerts for new coupons from selected merchants. Additionally, CouponCabin provides a downloadable toolbar that notifies users of available discounts while shopping online.

Studer Group

Private Equity Round in 2011
Studer Group is a healthcare performance improvement firm based in Pensacola, Florida, founded in 1999. The company specializes in coaching healthcare organizations, including systems, hospitals, and medical groups, to enhance their performance and achieve sustainable outcomes. It offers a range of services, such as partnerships with small and rural hospitals, coaching aligned with Baldrige criteria, and training on various topics like emergency department efficiency and work-life balance. The firm’s mission is to help organizations improve their fundamental performance, innovate their business strategies, and effectively manage transformational change.

DoubleVerify

Series C in 2011
DoubleVerify is a software platform specializing in digital media measurement, data, and analytics. Founded in 2008 and headquartered in New York City, the company offers solutions for online media verification and campaign effectiveness aimed at brand marketers, agencies, advertising networks, and digital publishers. Its technology ensures that digital advertisements are delivered in a brand-safe environment, are fully viewable, reach real individuals, and appear in the intended geographic locations. By providing consistent and unbiased data, DoubleVerify helps advertisers optimize the quality and return on their digital ad investments. The company generates revenue by charging a fee based on the volume of media transactions measured on its platform.

BrightLine

Private Equity Round in 2011
BrightLine is a leading provider of interactive television advertising services focused on enhancing viewer engagement for the entertainment industry. The company develops and implements customized, measurable television advertisements while analyzing consumer behavior trends and assessing program performance across various platforms, including cable and satellite. By leveraging its TV-first technology, BrightLine delivers data-driven and scalable advertising solutions to major companies, including those in the Fortune 100. Their services are utilized by prominent over-the-top (OTT) providers and networks such as NBC Universal, A&E Networks, and Hulu, among others. This approach enables consumer product companies to strengthen brand engagement and improve brand recall and sales in the evolving landscape of streaming media.

AppNeta

Venture Round in 2011
AppNeta provides proactive end-user performance monitoring solutions for business-critical applications over any network. Using AppNeta, IT and Network Operations teams have access to essential performance data to monitor and measure the performance of their web, mobile, and cloud-delivered application environments. AppNeta’s unique and patented TruPath™ technology eschews traditional device-centric measurement techniques and instead measures performance along the actual application path, allowing AppNeta to measure application performance across both public and private networks. With AppNeta, customers have all of the performance data they need to assure continual and exceptional delivery of business-critical applications and end-user experience.

PointClickCare

Private Equity Round in 2011
PointClickCare is a provider of web-based electronic health record (EHR) solutions tailored for long-term care providers, including skilled nursing facilities, senior living communities, and home health agencies. Serving over 5,000 facilities across North America, the company offers a comprehensive software platform that integrates clinical, billing, and administrative functions. This cloud-based system supports revenue cycle management and accounts receivable services while facilitating Medicaid conversions. By enhancing operational efficiencies and improving staff productivity and satisfaction, PointClickCare enables healthcare providers to optimize reimbursements and deliver high-quality care. The platform fosters proactive decision-making and collaboration, providing real-time insights throughout the patient healthcare journey.

Redback

Private Equity Round in 2011
Redback specializes in digital marketing, cloud services, and web and software development solutions. The company offers a comprehensive platform that provides business news and valuable resources, aimed at supporting small and medium-sized businesses. By leveraging the expertise of a dedicated team that invests significant time in research, Redback delivers insights and tools that assist business owners and decision-makers in launching, building, and expanding their enterprises. Through its focus on providing essential knowledge and services, Redback plays a crucial role in helping businesses navigate the complexities of the modern market.

Adknowledge

Private Equity Round in 2011
Adknowledge, Inc. is a digital advertising technology company that offers a range of marketing services to brands, agencies, publishers, and developers both in the United States and internationally. Founded in 2002 and headquartered in Kansas City, Missouri, the company utilizes diverse data sources to deliver advertising across various digital platforms, including video, social media, apps, and email. Adknowledge operates several platforms, including AdParlor, which focuses on social and video advertising; AdBistro, for customized ad placements; and Giant Media, a native video platform. The company also provides additional services such as mobile app monetization, email advertising, content distribution, and creative services like graphic design and video production. With offices in major cities across North America, Europe, and Asia, Adknowledge is dedicated to connecting advertisers with consumers through a performance-based marketplace that leverages predictive technology and consumer insights.

Adknowledge

Venture Round in 2011
Adknowledge, Inc. is a digital advertising technology company that offers a range of marketing services to brands, agencies, publishers, and developers both in the United States and internationally. Founded in 2002 and headquartered in Kansas City, Missouri, the company utilizes diverse data sources to deliver advertising across various digital platforms, including video, social media, apps, and email. Adknowledge operates several platforms, including AdParlor, which focuses on social and video advertising; AdBistro, for customized ad placements; and Giant Media, a native video platform. The company also provides additional services such as mobile app monetization, email advertising, content distribution, and creative services like graphic design and video production. With offices in major cities across North America, Europe, and Asia, Adknowledge is dedicated to connecting advertisers with consumers through a performance-based marketplace that leverages predictive technology and consumer insights.

iContact

Series B in 2010
iContact is the largest private provider of email marketing and social media marketing software and services to small and mid-sized companies globally. It is based in Morrisville, NC. iContact makes it easy to create, send, and track email newsletters, surveys, autoresponders. iContact's products include iContact, iContact Enterprise, iContact Agency, iContact for Salesforce, iContact Free Edition and Ettend.com. As a B Corporation, iContact utilizes the 4-1s Corporate Social Responsibility Model, donating 1% of employee time to community volunteering, 1% of payroll, 1% of equity, and 1% of product to its local and global community as part of its social mission. iContact works hard to maintain a fun, creative, energetic, challenging, and community-oriented company culture. iContact was founded in 2003 by Ryan Allis and Aaron Houghton in Chapel Hill, NC.
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