JMI Equity, established in 1992, is a Baltimore-based growth equity firm specializing in investing in software companies. With over $4 billion raised, it has backed over 145 businesses, facilitating over 95 successful exits. JMI partners with exceptional management teams, providing capital and strategic support to help build industry-leading software companies. Its investment size typically ranges from $10 million to $100 million, focusing on North American companies with revenues between $10 million and $200 million.
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 Canadian company specializing in cloud-based practice management software for law firms. Its platform streamlines client management, billing, and communication, enabling lawyers to efficiently handle day-to-day tasks. Clio Ventures, an early-stage venture capital fund managed by Clio, invests in promising legal tech and SaaS startups, fostering innovation in the legal industry.
Fullbay
Private Equity Round in 2024
Fullbay Inc., based in Phoenix, Arizona, specializes in developing cloud-based shop management software tailored for heavy-duty repair shops. The company's platform integrates all business functions in real-time from any location, optimizing workflows and ensuring operational transparency. Key features include automated clock management, simplified invoicing, inventory monitoring, and streamlined reporting. Fullbay aims to enhance efficiency, deliver preventive maintenance solutions, and optimize inventory management for its diverse customer base, enabling shop owners and technicians to balance work and personal life more effectively.
Safe Software
Private Equity Round in 2024
Safe Software specializes in spatial data transformation and integration, providing solutions that facilitate the connection of applications and the automation of tasks. The company serves various industries, including government, utilities, and petroleum, by offering services such as data conversion, validation, and application integration. Through its software, Safe Software enables businesses to visualize and analyze complex data more efficiently, simplifying the process of data integration and enhancing operational effectiveness.
Huntress
Series C in 2023
Huntress is a prominent cybersecurity provider focused on small and mid-sized businesses (SMBs) and the managed service providers that serve them. Established in 2015 by former National Security Agency operators, the company combines its Managed Security Platform with a fully operational 24/7 Security Operations Center to deliver essential technology, services, and expertise for cybersecurity challenges. Huntress employs a blend of automated detection and human-powered threat hunting to identify and neutralize threats that may bypass traditional security measures. With a commitment to affordability and comprehensive protection, Huntress safeguards critical business assets for over 4,300 partners and more than 105,000 organizations, collectively protecting over 2 million endpoints from various cyber threats.
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 social media management platform designed to help enterprises, multi-location brands, and service providers effectively manage their online presence. Founded in 2012 and headquartered in San Diego, California, the company offers a Software-as-a-Service (SaaS) platform that equips social media managers with essential tools for account management, campaign execution, and reputation oversight. SOCi serves a diverse clientele, including the property management industry, agencies, brands, and franchises, empowering them to automate and scale their marketing efforts across various locations and digital channels. Utilizing advanced generative AI and machine learning, the SOCi platform delivers actionable insights and recommendations, enhancing customer engagement and ensuring a robust digital footprint. With a focus on brand consistency and local optimization, SOCi aids businesses in managing their online reputation while driving significant marketing results.
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. is a technology company that specializes in cloud-based video intercom systems tailored for the real estate industry. Founded in 2012 and based in New York, the company provides a smart intercom solution that allows users to manage property access through their smartphones. Its system enables users to open doors, issue virtual keys for visitors, and connect with property management and access control systems, all while eliminating traditional wiring and hardware. This innovative approach offers significant cost savings and simplifies installation, making it an attractive option for a wide range of markets, including multifamily residences, commercial office spaces, gated communities, student housing, and senior living facilities. ButterflyMX aims to enhance security and convenience for tenants and property managers alike by streamlining property access management.
ServiceTrade
Private Equity Round in 2021
ServiceTrade, Inc. is a Software-as-a-Service company based in Durham, North Carolina, founded in 2012. It specializes in providing field service delivery solutions for small and medium businesses, particularly in sectors such as fire protection, mechanical, HVAC, refrigeration, electrical, and medical equipment. Its primary offerings include a service management platform that enhances operational efficiency and customer satisfaction, as well as ServiceForms, which assists contractors in data collection. Additionally, ServiceTrade provides PartsLedger, a tool for managing parts inventory and costs associated with service jobs, and it integrates seamlessly with accounting systems. The company also offers live support, onboarding, training, and certification services, aimed at helping contractors navigate challenges such as skilled labor shortages and rising customer demands for service visibility. By equipping service technicians with effective tools, ServiceTrade enables businesses to improve service quality, increase revenue, and foster customer loyalty.
Ignition
Series C in 2021
Ignition, officially known as Practice Ignition Pty Ltd, is an Australian company based in Chippendale that specializes in online proposal and practice management solutions for accounting practices. Founded in 2011, it offers a platform that enables users to create intelligent proposals that streamline workflows, automate back-office tasks, and improve client conversion rates. The software eliminates the need for traditional documentation methods, such as word processing and email exchanges, thereby reducing data duplication and enhancing efficiency in managing accounting practices.
Ontic
Series B in 2021
Ontic Technologies, Inc., established in 2017 and based in Austin, Texas, specializes in developing a software platform for physical security and threat detection. Its core product, the Ontic Protective Intelligence Platform, aggregates and unifies real-time and historical data related to physical security threats, facilitating early threat detection and informed decision-making. The platform serves corporate and government security professionals, supporting key functions such as intelligence, investigations, and executive protection. By consolidating critical data, business processes, and collaborators in one place, Ontic enables proactive threat management, risk mitigation, and enhanced business security.
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 a company specializing in quality management software tailored exclusively for medical device companies. Their platform aims to enhance decision-making by assisting with compliance, audit readiness, and visibility. The software helps bring safer and higher-quality medical devices to market more quickly by automating traceability processes, facilitating inter-team communications, and providing tools for design control, risk management, and document management. This approach reduces risks and accelerates the time-to-market for medical device companies.
Huntress
Series B in 2021
Huntress is a prominent cybersecurity provider focused on small and mid-sized businesses (SMBs) and the managed service providers that serve them. Established in 2015 by former National Security Agency operators, the company combines its Managed Security Platform with a fully operational 24/7 Security Operations Center to deliver essential technology, services, and expertise for cybersecurity challenges. Huntress employs a blend of automated detection and human-powered threat hunting to identify and neutralize threats that may bypass traditional security measures. With a commitment to affordability and comprehensive protection, Huntress safeguards critical business assets for over 4,300 partners and more than 105,000 organizations, collectively protecting over 2 million endpoints from various cyber threats.
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, established in 2011, specializes in financial planning and analysis software. It seamlessly integrates with Microsoft Excel and offers a cloud-based platform that automates and streamlines financial, accounting, and business processes. Vena's solution connects spreadsheets, templates, and models to a central database, governed by a workflow engine and business rules, enabling real-time collaboration and agile decision-making. It supports a wide range of applications, including budgeting, financial close management, reporting, and automating other spreadsheet-driven processes across various departments. With over 1,800 global customers, Vena is renowned for its ability to enhance productivity, collaboration, and insights while embracing the power of 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 social media management platform designed to help enterprises, multi-location brands, and service providers effectively manage their online presence. Founded in 2012 and headquartered in San Diego, California, the company offers a Software-as-a-Service (SaaS) platform that equips social media managers with essential tools for account management, campaign execution, and reputation oversight. SOCi serves a diverse clientele, including the property management industry, agencies, brands, and franchises, empowering them to automate and scale their marketing efforts across various locations and digital channels. Utilizing advanced generative AI and machine learning, the SOCi platform delivers actionable insights and recommendations, enhancing customer engagement and ensuring a robust digital footprint. With a focus on brand consistency and local optimization, SOCi aids businesses in managing their online reputation while driving significant marketing results.
Employee Navigator
Private Equity Round in 2021
Employee Navigator is a provider of benefits administration and human resource management software, catering primarily to insurance brokers and HR departments across the United States. Founded in 2008 and headquartered in Bethesda, Maryland, the company has developed an all-in-one platform that streamlines various HR processes, including benefits administration, compliance, onboarding, time-off tracking, and asset management. By consolidating these functions into a single product, Employee Navigator enables companies of all sizes to efficiently manage their employee benefits and human resources, thereby facilitating business growth and operational efficiency.
Swiftly
Private Equity Round in 2020
Swiftly, Inc. is a technology company based in San Francisco, California, that specializes in developing data-driven applications for public transportation. The company offers a comprehensive platform designed to enhance operational mobility and efficiency for transit agencies by unifying public transit data across various departments and stakeholders. Swiftly's platform integrates seamlessly with existing transit hardware and provides essential features such as GTFS and TransXchange data, location and operator information, on-board data, real-time passenger information, and historical data analytics. By leveraging billions of data points and advanced algorithms, Swiftly aims to improve transit system performance and service reliability for transportation agencies, residents, and governments. Originally known as Swyft Technologies, Inc., the company rebranded to Swiftly, Inc. in January 2016 and was incorporated in 2014.
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 is a provider of cloud-based emergency communication and monitoring solutions designed to enhance employee safety and operational efficiency during crises. The company's platform allows organizations to effectively identify, respond to, and recover from critical events by facilitating communication across various channels, including text, email, mobile app, voice, and social media. This multi-channel approach enables organizations to monitor potential threats and streamline notifications, thereby improving coordination and outcomes. AlertMedia's services are utilized by thousands of businesses, including notable names such as DHL, JetBlue, Coca-Cola Bottling, In-N-Out, and Walmart, across more than 130 countries, helping them safeguard their workforce and mitigate risks in any situation.
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 Canadian company specializing in cloud-based practice management software for law firms. Its platform streamlines client management, billing, and communication, enabling lawyers to efficiently handle day-to-day tasks. Clio Ventures, an early-stage venture capital fund managed by Clio, invests in promising legal tech and SaaS startups, fostering innovation in the legal industry.
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.
Jvion
Private Equity Round in 2019
Jvion is a healthcare technology company based in Johns Creek, Georgia, founded in 2011. It specializes in developing software solutions that predict and prevent patient-level diseases and financial losses within the healthcare system. Jvion's flagship product, RevEgis, utilizes big data and machine learning to provide predictive analytics for hospitals, accountable care organizations (ACOs), and integrated delivery networks (IDNs). This software helps these entities protect their revenues and enhance patient health outcomes by predicting clinical and financial waste, infection control issues, population health trends, readmissions, and avoidable ER visits. Additionally, Jvion's AI-enabled prescriptive analytics solution identifies patients at high risk of complications and suggests effective interventions to reduce this risk, thereby accelerating the time to value for healthcare providers.
AlertMedia
Series C in 2019
AlertMedia is a provider of cloud-based emergency communication and monitoring solutions designed to enhance employee safety and operational efficiency during crises. The company's platform allows organizations to effectively identify, respond to, and recover from critical events by facilitating communication across various channels, including text, email, mobile app, voice, and social media. This multi-channel approach enables organizations to monitor potential threats and streamline notifications, thereby improving coordination and outcomes. AlertMedia's services are utilized by thousands of businesses, including notable names such as DHL, JetBlue, Coca-Cola Bottling, In-N-Out, and Walmart, across more than 130 countries, helping them safeguard their workforce and mitigate risks in any situation.
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 is a Texas-based company founded in 2003 that specializes in the development and distribution of web-based technologies aimed at enhancing school safety. The company offers a suite of integrated software solutions that focus on visitor management, volunteer management, and emergency management. These systems are designed to aid schools in various security aspects, including screening visitors to identify sex offenders, managing custody issues, coordinating volunteer efforts, and effectively responding to emergencies. Raptor Technologies aims to provide educational institutions with the tools necessary to ensure the safety and well-being of students and staff.
Applied Systems
Venture Round in 2018
Applied Systems, Inc. is a leading provider of software solutions for the insurance industry, specializing in agency and brokerage management systems. Founded in 1983 and headquartered in University Park, Illinois, with additional offices in Canada and the United Kingdom, the company offers a range of products designed to optimize business operations for insurance agencies. Key offerings include Epic, which enhances client relationships and business growth; TAM, for managing daily operations; DORIS, an online management system that interfaces with insurance carriers; and Vision, which supports complex business structures and niche markets. Additionally, Applied Systems provides Performance Management for data analysis, Mobile Producer for accessing client and policy information on mobile devices, and Applied Analytics for data-driven insights. The company serves insurance professionals, agencies, brokerages, and carriers across North America and internationally, also offering professional services such as consulting, education, and support.
Cosential
Private Equity Round in 2018
Cosential, Inc. is an enterprise software company specializing in cloud-based information management solutions tailored for architecture, engineering, and construction (AEC) firms. Its primary product, Cosential, serves as a comprehensive customer relationship management (CRM) and proposal automation platform, enabling users to efficiently manage client relationships, track opportunities, and generate proposals. The software integrates various functionalities, including contact management, business development management, proposal automation, financial integration, and advanced reporting, all designed to streamline workflows and enhance data accessibility. Cosential also provides mobile access, knowledge management, and user-defined dashboards, facilitating collaboration among team members and stakeholders. Additionally, the company offers services such as implementation, data migration, training, and consulting to support its clients in maximizing the software's capabilities. Founded in 1996 and based in Austin, Texas, Cosential was formerly known as DesignArchitecture.com, Inc. before rebranding in 2002.
Cureatr
Venture Round in 2018
Cureatr Inc. is a New York-based company that specializes in mobile care coordination solutions for healthcare providers. Founded in 2011, it offers a cloud-based medication management software designed to optimize patient care, particularly focusing on post-discharge medication reconciliation. The platform combines HIPAA-secure text messaging with workflow navigation tools, facilitating communication and coordination among healthcare professionals. Cureatr's software features an inbuilt dashboard that curates and analyzes patients' medication history, enabling providers to respond to real-time events and improve their interactions with patients. By streamlining these processes, Cureatr enhances the overall quality of patient care.
CipherHealth
Corporate Round in 2018
CipherHealth Inc. is a healthcare solutions company based in New York, founded in 2009. It specializes in developing technologies that enhance patient communication, engagement, and care coordination. Key offerings include CipherVoice, an interactive patient discharge follow-up program that aids in clinical and service recovery, and View, a customizable care-management platform designed to engage patients and improve coordination among healthcare providers. The company also provides COVID-19 Crisis Response Solutions to help healthcare facilities manage the pandemic effectively. CipherHealth's software facilitates automated appointment reminders, procedure preparation, and post-discharge follow-up through personalized communication, enabling providers to confirm patient adherence to care plans and address concerns proactively. Its solutions are tailored for various healthcare settings, including independent hospitals, academic medical centers, and community hospitals, focusing on improving care transitions and operational efficiency across the healthcare continuum.
CampusLogic
Private Equity Round in 2018
CampusLogic is a provider of a student financial success platform aimed at enhancing access to higher education for students. The company serves over 750 educational institutions, offering a comprehensive suite of tools designed to improve enrollment, retention, and graduation rates. Its platform includes features such as a net price calculator, scholarship management, personalized digital communications, and streamlined financial aid verification. Additionally, CampusLogic provides 24/7 virtual advising, tuition and scholarship crowdfunding, and integrated data visualizations. By automating financial aid processes and utilizing analytics, CampusLogic helps schools reduce costs and reach a broader student population, thereby facilitating a smoother educational journey for the 15 million students navigating higher education each year.
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 is a developer of cloud-based product lifecycle management (PLM) and quality management systems (QMS) software, designed to streamline product development and commercialization for modern manufacturing companies, particularly in the electronic high-tech and medical device sectors. The company specializes in facilitating collaboration across product life and application life cycles, as well as supply chain management, training, and analytics. By unifying these processes, Arena Solutions enables teams to accelerate product development and delivery, ultimately enhancing profitability while ensuring the lowest total cost of ownership for its clients.
Yello
Series C in 2017
Yello, Inc. is a provider of talent acquisition software solutions, established in 2008 and headquartered in Chicago, Illinois. The company offers a comprehensive platform that simplifies the recruiting process for organizations of various sizes, from Fortune 500 companies to early-stage startups. Yello's offerings include campus recruiting, event management, interview scheduling, mobile recruiting, talent relationship management, referral systems, video interviewing, and evaluation management. By focusing on enhancing the candidate experience, Yello empowers recruiting departments to improve efficiency and transparency throughout the hiring journey. Renowned for its strategic partnership role, Yello assists hundreds of organizations globally in optimizing their recruiting operations and making informed hiring decisions. The company was previously known as Recsolu, Inc. before rebranding in June 2015.
Level Access
Series A in 2017
Level Access is a leading provider of digital accessibility solutions, dedicated to achieving digital equality for individuals with disabilities and the aging population. Established in 1997, the company has a strong track record of assisting over 1,000 organizations, including corporations, government agencies, and educational institutions, in complying with accessibility regulations and standards such as the ADA and WCAG. Level Access offers a comprehensive suite of services, including cloud-based accessibility management software, consulting, training, and support for web, mobile, desktop, and electronic document systems. These solutions enable clients to efficiently manage their accessibility initiatives throughout the entire development life cycle. The company's commitment to accessibility has earned it recognition as a "Champion of Change" from the White House and multiple placements on the Inc. 5000 list of fast-growing companies.
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. is a healthcare technology company based in Indianapolis, Indiana, specializing in cloud-based digital engagement solutions. The company develops a SaaS platform that connects health insurance plans, payers, members, providers, employers, and brokers, enhancing communication and engagement across the healthcare ecosystem. Healthx offers a range of services, including member engagement tools such as portals and mobile applications, provider collaboration tools, and automated solutions for healthcare consumerism, compliance, and analytics. Its technology supports various sectors, including commercial health plans, government programs, and third-party administrators. Additionally, Healthx provides consulting services focused on engagement strategy and utilization improvement. The company's client base includes Medicare and Medicaid payers, commercial health plans, and other healthcare organizations in the United States. Healthx has also formed a strategic partnership with PLEXIS Healthcare Systems to further enhance its service offerings.
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.
Classy
Series C in 2016
Classy, Inc., established in 2006 and headquartered in San Diego, California, specializes in developing and operating an online and mobile fundraising platform for nonprofit organizations and social enterprises globally. The company provides an all-in-one solution for crowdfunding, peer-to-peer campaigns, event ticketing, and direct donations, along with branding and customization tools. Classy also offers integrated solutions with Salesforce and dedicated support services. Since 2011, Classy has facilitated tens of millions of donations from over 190 countries, raising over $2 billion for social causes.
Axonify
Venture Round in 2016
Axonify Inc., founded in 2011 and based in Waterloo, Canada, specializes in providing eLearning software designed to enhance corporate training. The company's platform, Axonify, offers bite-sized, personalized, and gamified learning experiences for employees, focusing on interval reinforcement to ensure that training is effective and long-lasting. This approach is particularly useful in sectors such as sales, customer service, retail, and finance, where continuous learning and quick knowledge updates are crucial. Axonify's solutions are designed to integrate seamlessly into the daily workflow of frontline employees, promoting behavioral changes that lead to improved business outcomes. The company has established strategic partnerships with various organizations to enhance its offerings and reach.
Higher Logic
Private Equity Round in 2016
Higher Logic is a prominent provider of cloud-based engagement platforms that facilitate interaction and connection within organizations. Their innovative social platform enables organizations of all sizes to create secure online communities, enhancing value and relevance for members, customers, and partners. With a focus on a data-driven approach, Higher Logic offers a comprehensive suite of engagement capabilities, including community building and marketing automation. This allows organizations to effectively track and manage customer interactions throughout the digital experience, from initial engagement to renewal. By providing tools and features designed to foster communication, idea sharing, and ongoing engagement, Higher Logic aims to support organizations in achieving their goals and maximizing member involvement.
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 Limited specializes in developing and distributing cloud-based human resource and payroll software. The company offers a range of solutions, including recruitment, people management, time and attendance, talent management, and expense management, catering to various sectors such as retail, healthcare, and government. CoreHR's software is designed to be user-friendly, allowing clients to streamline their HR and payroll processes while enhancing operational efficiency and reducing costs. The company serves a diverse clientele, including notable organizations like the University of Oxford, Primark, and Unilever. Established in 2014 and headquartered in Ballincollig, Ireland, CoreHR operates as a subsidiary of Access UK Limited.
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 Technologies
Private Equity Round in 2015
Intelex Technologies Inc. specializes in developing web and mobile software solutions for environmental, health, safety, and quality management (EHSQ) in North America. Founded in 1992 and headquartered in Toronto, Canada, the company offers a comprehensive platform that includes environmental management solutions, EHS software, and quality management systems. These tools facilitate document control, compliance tracking, and performance monitoring, enabling organizations to manage risks and ensure adherence to regulatory standards across various industries, including automotive, healthcare, and manufacturing. Intelex's scalable applications are designed to enhance business performance while minimizing negative environmental and social impacts, making it a recognized leader in its field and one of Canada's fastest-growing tech companies. The company operates as a subsidiary of Industrial Scientific Corporation since 2019.
Workfront
Series E in 2015
Workfront, Inc. is a provider of cloud-based enterprise work management solutions aimed at enhancing productivity and collaboration for marketing teams, IT departments, and various enterprise groups. Its flagship product, Workfront Enterprise Work Cloud, facilitates the management and collaboration of work across the entire lifecycle, reducing reliance on excessive emails and redundant meetings. The company also offers Workfront Fusion, an integration platform that connects its work management tools with other business applications. Workfront's solutions cater to diverse areas such as corporate application development, new product development, and project management for IT and marketing teams, including creative services and marketing agencies. Additionally, the company provides consulting, education, and support services to its clients. Founded in 2001 and based in Lehi, Utah, Workfront operates data centers in the United States, Ireland, and Germany, and serves a global clientele that includes notable enterprises. The company rebranded from AtTask, Inc. to Workfront, Inc. in January 2015 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 provides software solutions for businesses. They also provide products including financial management, adaptive planning, and sourcing. They offer financial, workforce transaction, and legacy application data into a system.
Cureatr
Series B in 2015
Cureatr Inc. is a New York-based company that specializes in mobile care coordination solutions for healthcare providers. Founded in 2011, it offers a cloud-based medication management software designed to optimize patient care, particularly focusing on post-discharge medication reconciliation. The platform combines HIPAA-secure text messaging with workflow navigation tools, facilitating communication and coordination among healthcare professionals. Cureatr's software features an inbuilt dashboard that curates and analyzes patients' medication history, enabling providers to respond to real-time events and improve their interactions with patients. By streamlining these processes, Cureatr enhances the overall quality of patient care.
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, LLC specializes in providing meeting and room scheduling software solutions for organizations across the United States. Founded in 1986 and headquartered in Centennial, Colorado, the company offers a comprehensive platform that allows users to manage a wide range of meetings, from simple team gatherings to complex executive briefings that require specific room setups, catering, and video conferencing capabilities. EMS Software's offerings include event scheduling, office hoteling, classroom scheduling, and analytics on resource utilization. The software also supports permissions-based access to rooms and integrates with various meeting and building systems. In addition to its software solutions, EMS Software provides professional services such as readiness assessments, implementation support, and optimization evaluations. The company operates as a subsidiary of Accruent, LLC since June 2018.
Workfront
Series D in 2014
Workfront, Inc. is a provider of cloud-based enterprise work management solutions aimed at enhancing productivity and collaboration for marketing teams, IT departments, and various enterprise groups. Its flagship product, Workfront Enterprise Work Cloud, facilitates the management and collaboration of work across the entire lifecycle, reducing reliance on excessive emails and redundant meetings. The company also offers Workfront Fusion, an integration platform that connects its work management tools with other business applications. Workfront's solutions cater to diverse areas such as corporate application development, new product development, and project management for IT and marketing teams, including creative services and marketing agencies. Additionally, the company provides consulting, education, and support services to its clients. Founded in 2001 and based in Lehi, Utah, Workfront operates data centers in the United States, Ireland, and Germany, and serves a global clientele that includes notable enterprises. The company rebranded from AtTask, Inc. to Workfront, Inc. in January 2015 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 specializes in mobile care coordination solutions for healthcare providers. Founded in 2011, it offers a cloud-based medication management software designed to optimize patient care, particularly focusing on post-discharge medication reconciliation. The platform combines HIPAA-secure text messaging with workflow navigation tools, facilitating communication and coordination among healthcare professionals. Cureatr's software features an inbuilt dashboard that curates and analyzes patients' medication history, enabling providers to respond to real-time events and improve their interactions with patients. By streamlining these processes, Cureatr enhances the overall quality of patient care.
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, Inc. specializes in cloud-based performance monitoring solutions for network and end-user experiences, aimed at digital enterprises that rely on distributed and cloud-connected applications. Founded in 2001 and headquartered in Boston, Massachusetts, AppNeta offers software as a service (SaaS) applications that enable IT and Network Operations teams to proactively monitor the performance of business-critical applications across various networks. The company utilizes its patented TruPath™ technology, which measures application performance along the actual application path rather than traditional device-centric methods. This approach provides comprehensive performance visibility from the end user's perspective, ensuring that organizations can deliver exceptional application experiences and improve productivity. AppNeta's solutions are designed to enhance the delivery and user experience of web, mobile, and cloud applications, ultimately driving faster returns on investment for its customers.
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 a leading provider of cloud-based software solutions designed to enhance B2B sales processes. Its offerings include tools for product configuration, pricing, quoting, and proposal generation, which help companies streamline their sales from opportunity to order. By utilizing BigMachines' software, sales teams can efficiently configure products, manage complex pricing, generate quotes and legal contracts, and oversee order management. The platform integrates seamlessly with major CRM and ERP systems, enhancing its utility for users. BigMachines serves a diverse array of industries, including software, high technology, manufacturing, medical devices, and financial services. Its expanding customer base features notable global organizations such as Kodak, Siemens, and NTT Communications, alongside innovative growth companies like Acme Packet and Voltaire.
Capsule Technologies
Private Equity Round in 2012
Capsule Technologies, Inc., established in 2011 and headquartered in San Diego, California, specializes in device connectivity and data management solutions for the medical industry. The company operates the 2net Platform, a secure cloud-based system that facilitates wireless health solutions, enabling medical device manufacturers to transmit and store data from various devices. Capsule Technologies also offers customer support services through its portal. The company has strategic collaborations with prominent healthcare and technology partners, including Roche and Royal Philips. Formerly known as Qualcomm Life, Inc., the company changed its name to Capsule Technologies, Inc. in February 2019.
Catapult Learning
Debt Financing in 2012
Catapult Learning, LLC, based in Camden, New Jersey, specializes in providing instructional intervention and professional development solutions aimed at enhancing educational outcomes for students facing various learning challenges. Founded in 1976, the company offers a wide range of programs, including STEM education, reading and literacy intervention, math intervention, support for English language learners, and summer school services. Additionally, Catapult Learning provides special education, family support services, and alternative education options. With a dedicated team of approximately 5,600 educators, the company partners with over 500 school districts, including many of the largest districts in the United States, to deliver evidence-based programs that foster sustained academic gains and build teacher and leadership capacity. Catapult Learning was previously known as Sylvan Education Solutions, LLC before rebranding in 2004.
ClickSquared
Series C in 2012
ClickSquared is a leading provider of real-time relationship marketing services, specializing in intelligent, multi-channel marketing solutions. The company utilizes a team of marketing and technology experts alongside an on-demand marketing platform to create personalized interactions across various online and offline direct channels. ClickSquared's offerings include a Cross-Channel Marketing Hub that enables marketers to orchestrate and deliver analytics-driven, relevant communications through email, direct mail, social media, surveys, mobile, and web channels. The company's focus on accountable acquisition, growth, and loyalty programs helps build and enhance the reputations of 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, catering to brand marketers, agencies, advertising networks, demand-side platforms, exchanges, and digital publishers. Its technology ensures that digital advertisements are delivered in brand-safe environments, are fully viewable, reach real individuals, and are targeted to the correct geographical 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 Measured Transaction Fee based on the volume of media transactions measured through 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, Inc. specializes in cloud-based performance monitoring solutions for network and end-user experiences, aimed at digital enterprises that rely on distributed and cloud-connected applications. Founded in 2001 and headquartered in Boston, Massachusetts, AppNeta offers software as a service (SaaS) applications that enable IT and Network Operations teams to proactively monitor the performance of business-critical applications across various networks. The company utilizes its patented TruPath™ technology, which measures application performance along the actual application path rather than traditional device-centric methods. This approach provides comprehensive performance visibility from the end user's perspective, ensuring that organizations can deliver exceptional application experiences and improve productivity. AppNeta's solutions are designed to enhance the delivery and user experience of web, mobile, and cloud applications, ultimately driving faster returns on investment for its customers.
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.
Business.com
Private Equity Round in 2011
Business.com Media, Inc., based in Carlsbad, California, operates a performance-based marketing platform that caters to small-to-medium enterprises. It offers a range of products, including sales and marketing leads, pay-per-click advertising, display advertising, and directory listings, enabling businesses to discover, compare, and purchase necessary products and services. Additionally, Business.com provides business news, expert advice, and resources to support the growth and success of small businesses.
Adknowledge
Private Equity Round in 2011
Adknowledge, established in 2002, is a global digital advertising technology company headquartered in Kansas City, Missouri. It specializes in connecting advertisers with consumers across diverse digital channels, including social media, video, apps, and email. The company offers a suite of platforms such as AdParlor, AdBistro, Giant Media, and YARPP, which facilitate targeted advertising, content recommendation, and video distribution. Adknowledge also provides creative services, including conceptualization, graphic design, and video production. With a presence in multiple countries, the company serves brands, agencies, publishers, and developers worldwide.
Adknowledge
Venture Round in 2011
Adknowledge, established in 2002, is a global digital advertising technology company headquartered in Kansas City, Missouri. It specializes in connecting advertisers with consumers across diverse digital channels, including social media, video, apps, and email. The company offers a suite of platforms such as AdParlor, AdBistro, Giant Media, and YARPP, which facilitate targeted advertising, content recommendation, and video distribution. Adknowledge also provides creative services, including conceptualization, graphic design, and video production. With a presence in multiple countries, the company serves brands, agencies, publishers, and developers worldwide.
iContact
Series B in 2010
iContact LLC is a prominent provider of email marketing software and solutions tailored for small and medium-sized businesses worldwide. Founded in 2003 and headquartered in Morrisville, North Carolina, the company offers a variety of products, including iContact, iContact Pro, and iContact for Salesforce, catering to high-volume senders and professional marketers. Its user-friendly technology allows businesses to create, send, and track email newsletters, surveys, and autoresponders seamlessly. As a B Corporation, iContact is committed to social responsibility, dedicating a portion of its resources to community service. The company fosters a vibrant and community-oriented culture, aiming to support both local and global communities through its philanthropic initiatives. Additionally, iContact has expanded its presence internationally with offices in several countries, including Canada, the United Kingdom, and China.
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