Kayne Anderson Capital Advisors, L.P., established in 1984, is an independent alternative investment management firm that specializes in niche investing across various sectors. The firm focuses on upstream oil and gas companies, energy infrastructure, specialized real estate, middle market credit, and growth private equity. With a commitment to pursuing investment opportunities where it has knowledge and sourcing advantages, Kayne aims to achieve above-average, risk-adjusted returns. The firm manages approximately $28 billion in assets on behalf of institutional investors, family offices, high net worth individuals, and retail clients. Headquartered in Los Angeles, California, Kayne employs nearly 250 professionals and operates from eight offices across the United States. Additionally, its growth private equity group, Kayne Partners, invests in rapidly growing sectors including security, compliance, logistics, healthcare, and media, partnering with entrepreneurs as non-control minority investors.
Arbolus is a professional networking platform that leverages technology to enhance advisory relationships and knowledge sharing. The company serves over 80 clients, including prominent firms such as KPMG and various leading global strategy consultancies, as well as innovative enterprises like UiPath. By utilizing artificial intelligence, Arbolus enables efficient outsourcing of work and streamlines processes, facilitating access to diverse perspectives crucial for due diligence and strategic initiatives. This approach helps clients eliminate inefficiencies and reduce the time required to gain insights, allowing consultants to monetize their expertise effectively and focus on valuable expert interactions to drive business growth.
GeoWealth
Venture Round in 2024
GeoWealth is a turnkey asset management platform tailored for registered investment advisors. The company offers a cloud-based wealth management technology solution that encompasses a comprehensive suite of features, including reporting, reconciliation, aggregation, billing, and trading. By providing customizable investment strategies and access to a range of model portfolios, GeoWealth empowers advisors to enhance their operational efficiency and better serve their clients. The platform is designed to address the unique challenges faced by advisors throughout the wealth management lifecycle, enabling them to grow their business more effectively.
TeleMed2U
Acquisition in 2024
TeleMed2U is a multi-specialty group of board-certified physicians dedicated to providing real-time access to specialty care through telehealth services. Headquartered in Roseville, California, with divisions in Austin, Texas, and Rancho Cucamonga, California, the company aims to make quality healthcare accessible to everyone. TeleMed2U offers treatment for a range of conditions, including autism, depression, eating disorders, eczema, hypogonadism, shingles, migraines, and osteoporosis. Its telehealth platform allows for consultations and ensures high continuity of care by connecting patients with a consistent care team, ultimately enhancing patient outcomes through the effective use of technology.
mTab
Debt Financing in 2024
mTAB LLC is a U.S.-based company that specializes in enterprise solutions for managing and analyzing research results. The firm offers a web-based service known as mTAB, which standardizes data into a common format, allowing strategists to conduct ad hoc data analysis efficiently. Additionally, mTAB provides a Service Bureau that compares and trends historical and current research, optimizing data for analysis and generating key performance indicators and other metrics. The company also features mTAB Report Automation, an interactive dashboard that visualizes research results and consolidates various data sources. Furthermore, mTAB Text Analytics integrates both structured and unstructured data to derive quantitative classifications and sentiment analysis. For smaller-scale projects, mTAB offers mTAB Self Managed, which incorporates its software suite. The company serves diverse sectors, including automotive, insurance, finance, consumer goods, and utilities. Founded in 1986, mTAB is headquartered in Yorba Linda, California.
Onfleet
Series B in 2022
Onfleet is a B2B software company based in San Francisco, California, specializing in last-mile delivery logistics. Founded in 2012 by a team of engineers from Stanford University, Onfleet facilitates efficient communication of locations between businesses and their customers. The company's platform offers a web-based dispatch dashboard for routing, tracking, and analytics, along with mobile applications for drivers on iOS and Android. Onfleet's features include real-time order tracking, automated customer notifications, and a RESTful API that allows businesses to integrate their existing tools. The platform supports a variety of industries, including food, beverage, grocery, laundry, pharmaceuticals, retail, and e-commerce, enabling thousands of businesses worldwide to manage and analyze their delivery operations effectively.
Bark
Series C in 2022
Bark Technologies, established in 2015 and based in Atlanta, Georgia, operates a parental control platform designed to safeguard children's online activities. The company employs machine learning algorithms to detect and alert parents to potential issues such as cyberbullying, signs of depression, or inappropriate content on their children's social media, text messages, and emails. Bark aims to empower parents by providing actionable insights, enabling them to address digital dangers effectively while fostering trust with their children.
Panzura
Series B in 2022
Panzura, Inc. specializes in enterprise storage infrastructure tailored for the cloud era. The company's offerings include a Global Cloud Storage System, which features the Panzura Controller, an on-premise appliance that interfaces with the Panzura Global File System. This system, designed for seamless cloud integration, provides network-attached storage capabilities while ensuring scalability across locations and user bases. Panzura's solutions encompass a range of applications, including file sharing, project collaboration, and cloud-based archiving, serving diverse sectors such as oil and gas, entertainment, healthcare, and architecture. Additionally, the company provides data protection services and customer support, empowering organizations to manage their data efficiently and securely. Founded in 2008 and headquartered in Campbell, California, Panzura aims to enhance the agility and productivity of digital-first organizations by consolidating data and making it readily accessible across various cloud environments.
Treez
Series C in 2022
Treez, Inc. is a company that develops an enterprise cloud commerce platform tailored for the cannabis market, focusing on retail management solutions for medical marijuana dispensaries in the United States. Established in 2016 and based in Oakland, California, Treez offers a comprehensive suite of software services designed to streamline operations across the cannabis supply chain. Its platform includes point of sale systems, dispensary inventory management, and omnichannel sales capabilities, all while ensuring regulatory compliance for every transaction. Additionally, Treez connects brands with retailers through a centralized catalog, providing real-time market insights. The platform is designed for integration with various third-party solutions, enhancing retailers' abilities to adapt to industry changes and optimize their business performance.
Curbio
Series B in 2022
Curbio Inc. is a home renovation service provider that specializes in pre-sale home improvements to assist real estate agents and homeowners in preparing properties for sale. Founded in 2017 and based in Potomac, Maryland, Curbio leverages technology to streamline the home improvement process, offering features such as virtual estimates and automated communication for efficient project management. The company partners with real estate agents to deliver a hassle-free experience, ensuring that homes are market-ready and sold quickly. Curbio operates on a pay-at-closing model, allowing clients to renovate their homes without upfront costs, making it a cost-effective solution for enhancing property value before listing.
KlearNow
Series B in 2021
KlearNow Corporation specializes in providing an AI-driven logistics platform designed to enhance supply chain efficiency and transparency. Founded in 2018 and headquartered in Santa Clara, California, the company operates a development center in Gurugram, India. KlearNow’s platform offers an on-demand customs clearance solution that connects importers, brokers, and transporters, facilitating real-time visibility throughout the logistics process. By digitizing traditionally paper-based transactions, KlearNow's customs clearance and drayage marketplaces help to alleviate supply chain bottlenecks, ultimately reducing logistics costs and improving customer experiences for importers, exporters, and freight forwarders.
GeoWealth
Series B in 2021
GeoWealth is a turnkey asset management platform tailored for registered investment advisors. The company offers a cloud-based wealth management technology solution that encompasses a comprehensive suite of features, including reporting, reconciliation, aggregation, billing, and trading. By providing customizable investment strategies and access to a range of model portfolios, GeoWealth empowers advisors to enhance their operational efficiency and better serve their clients. The platform is designed to address the unique challenges faced by advisors throughout the wealth management lifecycle, enabling them to grow their business more effectively.
CreatorIQ
Series D in 2021
CreatorIQ is an enterprise marketing platform that specializes in influencer marketing, designed to help brands manage and optimize their campaigns effectively. The platform facilitates data-driven creator discovery, allowing companies to identify the right talent for their campaigns. It also streamlines workflows by managing creator relationships and automatically monitoring key performance metrics for each post. CreatorIQ's solutions are utilized by prominent brands such as ABInbev, Airbnb, Calvin Klein, CVS, Disney, H&M, Sephora, and Unilever, enabling them to achieve significant business results through enhanced influencer marketing strategies while ensuring brand safety and delivering meaningful measurement.
FreightWaves
Private Equity Round in 2021
FreightWaves is a data and content forum dedicated to delivering near-time analytics for the freight market. The company provides a central platform that aggregates billions of data points from various sources, offering insights into multiple modes of freight, including truck, rail, ocean, air, and warehouse. Its primary product, SONAR, is a software-as-a-service (SaaS) analytics tool that enables users to access time-series and geo-based data, facilitating informed decision-making based on real-time market signals. Founded with the aim of enhancing transparency and risk management in the freight sector, FreightWaves assists market participants in taking actionable steps to navigate price volatility and optimize their operations. By serving as a comprehensive resource for aggregated data across North American freight markets, FreightWaves plays a critical role in shaping the logistics and transportation landscape.
Signal Automotive
Venture Round in 2020
Signal Automotive Inc. operates a technology-driven wholesale automotive platform that facilitates the buying, selling, and inventory management for automobile dealers. Founded in 2017 and headquartered in Los Angeles, the company aims to modernize the wholesale process by employing data analytics to enhance dealer trades. Its platform features a Predictive Inventory Engine (PIE) that helps dealers identify their ideal inventory mix and access curated lists of wholesale vehicles. By streamlining logistics and offering transparent pricing, Signal Automotive increases efficiency in the wholesale market. The platform also provides front-line ready vehicles directly to dealers, reducing time and costs involved in vehicle procurement.
CreatorIQ
Series C in 2020
CreatorIQ is an enterprise marketing platform that specializes in influencer marketing, designed to help brands manage and optimize their campaigns effectively. The platform facilitates data-driven creator discovery, allowing companies to identify the right talent for their campaigns. It also streamlines workflows by managing creator relationships and automatically monitoring key performance metrics for each post. CreatorIQ's solutions are utilized by prominent brands such as ABInbev, Airbnb, Calvin Klein, CVS, Disney, H&M, Sephora, and Unilever, enabling them to achieve significant business results through enhanced influencer marketing strategies while ensuring brand safety and delivering meaningful measurement.
Spatial Networks
Series A in 2020
Spatial Networks, Inc. is a geospatial solutions provider based in St. Petersburg, Florida. The company specializes in geospatial data and analytics, offering a proprietary mobile data collection platform known as Fulcrum. This platform enables users to build and deploy mobile applications for data collection on smartphones, manage field survey activities, and optimize workforce efficiency. Additionally, Spatial Networks provides Foresight, a data reporting service that assists businesses, organizations, and governments in understanding environments prior to physical engagement. The company's services cater to various sectors, including agriculture, critical infrastructure, government, humanitarian efforts, market entry, security, and telecommunications. Founded in 2000, Spatial Networks aims to deliver insights that are often unavailable through traditional open-source methods.
NextCentury
Private Equity Round in 2020
Next Century provides a submetering and utility billing technology designed for the multifamily real estate market. It manufactures proprietary IoT devices that can capture water and energy usage at the meter level and store that data in a cloud-based system that is accessible to the utility billing service providers that can leverage this data to prepare individualized billing statements.
Elevate
Venture Round in 2019
Elevate Services, Inc. is a consulting firm that specializes in providing a wide range of services to law firms and corporate legal departments both in the United States and internationally. Established in 2011 and headquartered in Los Angeles, the company offers consulting in operations, process improvement, technology, procurement, pricing, and project management. Elevate also provides lean training and certification, document review, HR support, marketing, finance, and contract management services. Its suite of software solutions includes Cael Project, which enhances legal project management; Cael Vision, a data analysis tool; Cael Select, which aids in value-based fee arrangements; and Cael Verify, designed to streamline document verification processes. With additional offices across various global locations, Elevate combines legal, business, and technology expertise to improve efficiency and outcomes for legal professionals.
Elevate
Venture Round in 2019
Elevate Services, Inc. is a consulting firm that specializes in providing a wide range of services to law firms and corporate legal departments both in the United States and internationally. Established in 2011 and headquartered in Los Angeles, the company offers consulting in operations, process improvement, technology, procurement, pricing, and project management. Elevate also provides lean training and certification, document review, HR support, marketing, finance, and contract management services. Its suite of software solutions includes Cael Project, which enhances legal project management; Cael Vision, a data analysis tool; Cael Select, which aids in value-based fee arrangements; and Cael Verify, designed to streamline document verification processes. With additional offices across various global locations, Elevate combines legal, business, and technology expertise to improve efficiency and outcomes for legal professionals.
Fullscript
Series B in 2019
Fullscript is an online health platform designed for health professionals focused on enhancing patient care through integrative medicine. The platform allows practitioners to dispense professional-grade supplements and manage patient adherence, offering features such as automated refills and educational resources. Fullscript supports various workflows, enabling seamless transitions between virtual dispensing and in-office sales. Practitioners can browse over 300 high-quality supplement brands and customize their accounts to fit their practice needs. Additionally, Fullscript provides marketing support, patient promotions, and curated wellness content, helping practitioners engage patients and promote their practices effectively.
Kinetiq
Venture Round in 2019
Kinetiq operates as a TV viewership data aggregator, focusing on providing actionable insights related to audience engagement with television advertisements. By leveraging a global TV intelligence network, Kinetiq identifies brand mentions and measures audience exposure to various brands. The company also creates custom sponsorship reports and assists in determining sponsorship budgets, thereby enabling businesses to optimize their television presence and investments. Through its innovative approach to TV data and analytics, Kinetiq aims to enhance understanding of audience behavior and improve the effectiveness of marketing strategies across paid, earned, and sponsorship channels.
Ideas United
Venture Round in 2019
Ideas United, LLC is a creative agency based in Atlanta, Georgia, with additional offices in Beverly Hills and Oakland, California. Founded in 2001, the agency specializes in producing story-driven content and offers a range of services including content creation, promotions, event organization, and campaign management for brands globally. Ideas United collaborates with a network of creators to deliver high-quality content and provides post-production services such as editing, sound design, color correction, and motion graphics. The agency connects brands with students through its unique traveling student film festival and online platform, enabling authentic storytelling and engagement with diverse audiences. This approach allows clients to access customized, original content tailored to their specific needs across various sectors, including education, nonprofits, and brand marketing.
Decisiv
Series C in 2019
Decisiv, Inc. is a provider of cloud-based Service Relationship Management (SRM) software designed to enhance the management of service and repair events for commercial vehicles and equipment. Founded in 2001 and headquartered in Glen Allen, Virginia, Decisiv's platform enables organizations in industries such as trucking, construction, and power generation to efficiently coordinate and oversee maintenance processes, ensuring asset availability and minimizing downtime. The software facilitates various functions, including case management, diagnostics, mobile check-in, and predictive maintenance, while also offering features for collaboration and communication among service providers. By improving event visibility and streamlining the service supply chain, Decisiv helps clients optimize their operations and enhance productivity.
You.i TV
Series C in 2018
You.i TV is a software provider that specializes in creating cross-platform video applications for the television and media industry. The company offers an enterprise development platform that enables media companies to engage their audiences more effectively. By utilizing a single codebase approach, You.i TV allows developers to build app features and implement user experience changes just once, which can then be deployed across multiple devices, including mobile phones, tablets, game consoles, streaming devices, and Smart TVs. This method not only saves time and accelerates delivery but also empowers designers and developers to craft unique app experiences tailored to different platforms.
Think Research
Venture Round in 2018
Think Research offers knowledge-based tools and clinical contents for clinicians at the point of care. Health care organizations are facing a growing number of complex challenges. Health system reform, quality improvement policies, constrained funding, disconnected systems, and a constantly expanding base of medical knowledge. Adapting to and navigating all this complexity requires new ways of thinking. Health care organizations need practical and cost effective solutions that approach its users’ health care challenges in new and creative ways. It connects clinicians, facilities, and entire health care systems with the quality clinical contents and the technologies to put it into practice. It also offers its users with knowledge translation services, partner apps such as eMED-PASS and how2track, and EntryPoint platforms and applications. Think Research is a Canada-based company that was founded in 2006. The company utilizes ontologic and semantic based Artificial Intelligence and Machine Learning to make better use of the data they collect from the patients.
Circle Cardiovascular Imaging
Series A in 2018
Circle Cardiovascular Imaging is a Canadian company specializing in the development and marketing of advanced cardiovascular post-processing software designed for the evaluation of magnetic resonance imaging (MRI) and computed tomography (CT) images. Founded in 2007 and headquartered in Calgary, the company offers a suite of products including cmr42 and ct42 for analyzing cardiovascular MR and CT images, respectively, as well as cvi42, which integrates both modalities. Additionally, report42 facilitates the documentation and reporting of these images. The software supports medical professionals in diagnosing a range of cardiovascular conditions, such as heart failure, coronary artery disease, and myocarditis, among others. Circle Cardiovascular Imaging employs big data and deep learning technologies to enhance the accuracy and effectiveness of its analyses, serving healthcare institutions and physicians in both clinical and research environments. The company's solutions are distributed globally through a network of partners, and it also provides training and support services to ensure effective utilization of its software.
myKaarma
Series A in 2018
myKaarma is a cloud-based software company that specializes in communication and payments solutions for car dealerships, particularly focusing on improving the retail experience for service departments. The company has developed an integrated Customer Interaction Management (CIM) software that consolidates voice, text, and email communications into a single thread, facilitating efficient communication between dealerships and their customers. By offering features such as point of sale systems and mobile payment options, myKaarma enables automotive dealers to enhance customer retention through streamlined digital interactions. Their technology aims to save time and reduce costs for dealerships, ultimately supporting better service delivery and customer satisfaction.
CareWorx
Series B in 2018
CareWorx is a provider of advanced technology hardware, cloud products and related services to senior care facilities leveraging a strategic partnership with PointClickCare® – the market-leader in Electronic Health Records (EHR) software for senior care. CareWorx provides customers with focused expertise, wireless networking and out-of-the-box point-of-care and mobile technology designed specifically for use in senior care.
Dejero
Series B in 2017
Dejero is a company that focuses on providing reliable video and networking solutions to ensure uninterrupted internet connectivity for critical communications. Founded in 2008 and headquartered in Waterloo, Ontario, Dejero utilizes intelligent network aggregation technology to combine various telecommunication networks, including 4G/5G cellular, satellite, and fixed broadband. This approach results in a software-defined "network of networks" that enhances reliability, expands coverage, and increases bandwidth for its global clientele. Dejero specializes in routers and network blending software, enabling the transport of live and recorded video from cameras over multiple connections. This capability allows clients to broadcast live events and share feeds from remote locations, facilitating effective online collaboration and secure data exchange.
rfXcel
Series B in 2017
rfxcel Corporation is a leading provider of SaaS-based track and trace solutions specifically designed for the pharmaceutical supply chain. Founded in 2003 and headquartered in San Ramon, California, the company delivers a comprehensive platform that assists organizations in ensuring patient safety, adhering to regulatory requirements, and enhancing supply chain visibility. Its offerings include serialization, traceability, compliance, and monitoring solutions tailored for manufacturers, repackagers, wholesalers, distributors, and dispensers within the pharmaceutical and life sciences sectors. In addition to its core focus on pharmaceuticals, rfxcel also serves the food and beverage, government, and consumer goods industries. The company operates multiple offices across the United States, the United Kingdom, Russia, Brazil, and India, reflecting its global reach and commitment to providing accurate data and compliance solutions to meet international standards.
PROFICIO
Series A in 2016
Proficio, Inc. is a Managed Security Service Provider that offers a range of security, networking, and information technology infrastructure solutions. The company provides 24/7 monitoring through its ProNOC service, which oversees networks, servers, applications, and WAN connectivity. Proficio also delivers managed security operations via its ProSOC service, along with security information and event management as a managed service. The firm offers consulting services such as compliance assessments and security planning, as well as implementation services for system integration and upgrades. Additionally, Proficio provides training in various technology areas and solutions for application security, identity management, and vulnerability management. Its services cater to various sectors, including education, healthcare, finance, and government. Founded in 2010, Proficio is headquartered in Carlsbad, California, with additional offices in Atlanta, Georgia, and a security operations center in Barcelona, Spain, along with a presence in Hong Kong.
DiCentral
Series A in 2016
DiCentral, founded in 2000, is a prominent global provider of Electronic Data Interchange (EDI) software and service solutions, facilitating efficient data exchange across the supply chain. The company offers a wide array of scalable integration solutions tailored to meet the unique needs of businesses of all sizes, enhancing communication from the source to the final delivery point. In addition to its core EDI services, DiCentral develops a suite of complementary applications designed for retailers and suppliers, including Managed File Transfer (MFT) software, Warehouse Management System (WMS) software, Point of Sale (POS) analytics, and outlier management solutions. By integrating seamlessly with various enterprise resource planning (ERP), accounting, eCommerce, and back-office systems, DiCentral helps clients reduce IT costs, improve customer service, and enhance overall operational efficiency.
4C Insights
Series C in 2016
4C Insights, Inc. is a data science and media technology company specializing in multi-screen advertising solutions. Founded in 2011 and headquartered in Chicago, Illinois, the company offers a suite of products that enable activation across multiple platforms, including social media and television. Its flagship platform, Scope by 4C, serves brands, agencies, and media owners by providing insights into consumer behavior and facilitating advertising across various channels and devices. The company leverages a global TV monitoring network and a social affinity database to deliver advertising and content analytics. With a focus on bridging the gap between linear television, streaming video, digital commerce, and social media, 4C Insights has established a significant presence in markets such as the United Kingdom, the Netherlands, and Singapore, and operates as a subsidiary of Mediaocean LLC.
You.i TV
Series B in 2016
You.i TV is a software provider that specializes in creating cross-platform video applications for the television and media industry. The company offers an enterprise development platform that enables media companies to engage their audiences more effectively. By utilizing a single codebase approach, You.i TV allows developers to build app features and implement user experience changes just once, which can then be deployed across multiple devices, including mobile phones, tablets, game consoles, streaming devices, and Smart TVs. This method not only saves time and accelerates delivery but also empowers designers and developers to craft unique app experiences tailored to different platforms.
Azalea Health
Series B in 2016
Azalea Health is a prominent provider of cloud-based healthcare solutions and services tailored for health systems, rural health clinics, billing companies, and community hospitals. The company offers a comprehensive suite of integrated technologies, including Electronic Health Records (EHR), Practice Management (PM), Revenue Cycle Management (RCM), telehealth services, and professional consulting. Azalea Health's solutions are designed to enhance patient engagement and streamline operational workflows for practices of various sizes and specialties. Additionally, the platform equips clients with tools to meet regulatory requirements such as Meaningful Use and ICD-10, ultimately aiming to optimize both operational efficiency and revenue generation.
Source Intelligence
Venture Round in 2016
Source Intelligence LLC is a company specializing in supply chain intelligence and supplier performance management solutions for manufacturing and retail sectors globally. Founded in 2008 and headquartered in Carlsbad, California, with additional offices in San Diego and San Francisco, Source Intelligence offers a cloud-based analytics platform that enhances visibility into product supply chains and material sources. This platform assists clients in adhering to legal requirements while minimizing operational and brand risks. The company provides various compliance programs, including those for conflict minerals and regulated materials, aimed at protecting customers' interests through a network of suppliers. Its software-as-a-service (SaaS) solution facilitates supplier engagement, data collection, and real-time compliance reporting, enabling businesses to effectively manage their compliance and transparency challenges.
InviteManager
Series B in 2015
InviteManager specializes in ticket and event management software, providing a cloud-based solution that automates customer entertainment and ticket administration. Founded in 2007 and based in Calabasas, California, the company offers features such as procurement, compliance, marketing effectiveness, and tax compliance to ensure adherence to corporate policies. InviteManager serves various sectors including communications, banking, insurance, healthcare, entertainment, manufacturing, law, technology, and utilities. By enabling companies to consolidate their entertainment assets into a secure application, InviteManager helps organizations effectively manage their client engagement strategies. This platform facilitates real-time ROI reporting, allowing users to measure the business impact of events and streamline the invitation process for clients. Recognized by reputable organizations, InviteManager addresses the inefficiencies of traditional management tools like spreadsheets and email, thereby enhancing the overall experience of client entertainment.
Equiti
Venture Round in 2015
Equiti is a video-focused language interpretation service provider that helps patients with limited English proficiency communicate with caregivers in healthcare settings.
Cryptzone Group
Series B in 2015
Cryptzone AB specializes in providing content encryption and security solutions designed to protect sensitive data for various sectors, including public service, enterprise, legal, financial, and healthcare. Founded in 2003 and headquartered in Gothenburg, Sweden, with additional offices in New York and Germany, the company offers a range of products that address data leak prevention and secure communications. Notable offerings include the ePrivacy Suite Enterprise for centralized management of content security, the Secured eMail solution for end-to-end email encryption, and Secured eUSB, which transforms standard USB drives into encrypted devices. Cryptzone serves small and medium-sized businesses as well as larger enterprises, ensuring that critical services and applications remain secure from both internal and external threats.
Agilix Labs
Debt Financing in 2015
Agilix Labs, Inc. specializes in developing cloud-based education solutions designed to enhance learning experiences. The company offers several products, including xLi, an extensible learning infrastructure for educational partners; BrainHoney, a learning management system tailored for schools and universities; and Agilix Buzz, a personalized learning system focused on competency-based education. Agilix Labs emphasizes providing training and learning resources that cater to diverse content, tools, teaching styles, and coaching methods. The company is committed to customer support, addressing inquiries via phone, email, and online applications. Founded in 2001, Agilix Labs is headquartered in Orem, Utah, and has established strategic partnerships with notable organizations such as Microsoft, National Geographic, and Google, enhancing its educational offerings.
Consero Global Solutions
Venture Round in 2015
Consero Global Solutions LLC is a provider of Finance as a Service (FaaS) designed to assist small and mid-market companies with their financial operations. Founded in 2006 and headquartered in Austin, Texas, with additional offices in Boston and Bengaluru, the company offers a comprehensive suite of services, including financial leadership, budgeting and forecasting, management reporting, and CFO consulting. Consero's Empower Financial Platform integrates professional finance staff with cloud-based technology, enabling businesses to streamline their finance functions, improve operational efficiency, and reduce overhead costs. By delivering a combination of expertise, established processes, and integrated software applications, Consero supports companies in making informed strategic decisions while addressing complex financial requirements. Its client base primarily includes firms in the software, SaaS, and professional services sectors.
Atlas RFID Solutions
Venture Round in 2015
Atlas RFID Solutions, Inc. is a technology company founded in 2007 that specializes in automating materials management for industrial construction projects. The company develops and implements auto-ID systems globally, with over 50 deployments across more than five countries on three continents. Atlas RFID combines web-based server software with RFID and mobile technology to enhance decision-making in the field. Its solutions digitize and automate manual data collection processes, allowing owners, operators, and construction firms to address material readiness challenges, improve efficiency, and lower costs. The company operates through three divisions: Jovix™, retail store, and custom development, each contributing to its mission of enhancing operational productivity for efficiency-focused organizations.
Drivewyze
Venture Round in 2015
Drivewyze Inc. is a provider of mobile driving solutions for the transportation industry in North America. Founded in 2010 and headquartered in Edmonton, Canada, with an additional office in Dallas, Texas, the company offers Drivewyze PreClear, a subscription-based application designed for commercial vehicle bypass. This application delivers visual and audible instructions to drivers, facilitating their navigation at weigh stations and roadside inspection sites. Drivewyze serves a diverse clientele, including local, regional, intra-state, and long-haul motor carriers, as well as individual truck operators. The company operates as a subsidiary of Intelligent Imaging Systems Inc.
TicketManager
Private Equity Round in 2015
TicketManager is a company that simplifies client entertainment by providing a comprehensive platform for managing sports tickets, events, and registrations. It operates within a $6 billion market, offering technology and services that streamline the entire event process from planning to post-event analysis. The platform is designed to facilitate multi-customer outings and includes features for ticket management, event organization, and loyalty rewards programs. Additionally, TicketManager enables companies to sell unused tickets, making it easier to coordinate large-scale events through a single, efficient system.
CellTrust Corp
Series A in 2014
CellTrust Corp is a provider of secure mobile communication services designed for compliant enterprise mobility. The company offers a range of services, including secure voice calls and text messaging, which can be archived and traced. Its platform integrates with major archiving and e-discovery providers, allowing clients to maintain a private communication environment while ensuring the protection of their communications. By focusing on compliance and security, CellTrust enables organizations to safeguard sensitive information and enhance their mobile communication capabilities.
Zafin
Venture Round in 2014
Zafin is a prominent enterprise banking software company that provides innovative financial analytics solutions for banks and financial institutions. Its flagship technology platform, miRevenue, enables the management of dynamic products, pricing, billing, loyalty, and revenue optimization. With a strong presence in North America, Zafin serves over 30 global banking clients, including major institutions such as HSBC, Barclays, and CIBC. The company has received several accolades for its contributions to the FinTech sector, including recognition from Deloitte and PWC, and was named one of the top 10 FinTech companies to watch by American Banker. Zafin is actively expanding its operations in the United States, adding notable clients such as Bank of the West and Sun Trust, thereby enhancing its capabilities to help banks deepen customer relationships and modernize their core product systems.
MaintenanceNet
Venture Round in 2014
MaintenanceNet is a leading provider of warranty and maintenance contract management services, specializing in service revenue generation. The company offers its ServiceExchange® cloud platform, which integrates big data to streamline the sales process and enhance customer experience. By transforming disparate and often inaccurate customer data into reliable business intelligence, MaintenanceNet helps clients identify and automate recurring revenue opportunities, thereby increasing service revenue and profitability. The platform includes the AutoQuote℠ Campaign Engine, which serves as a powerful sales enablement tool, generating significant sales opportunities in the global market. Additionally, MaintenanceNet provides data intelligence services and business intelligence solutions, including data security and analysis, to support its clients’ needs.
MDLive
Venture Round in 2014
MDLive is a telehealth provider that offers online and on-demand healthcare delivery services through a cloud-based platform. The company facilitates access to board-certified doctors via phone, video, and applications, allowing patients to receive medical consultations without the need for in-person visits. This service is designed to benefit a wide range of stakeholders, including patients, hospitals, employers, payers, and physician practice groups. By enabling virtual consultations, MDLive helps reduce the reliance on emergency room and urgent care visits for non-emergency issues, promoting a more efficient and cost-effective healthcare experience. Its platform ensures secure and seamless collaboration among patients, healthcare professionals, and administrators.
Starmount
Series A in 2013
Starmount is a B2B and B2C platfrom that develops and implements in-store, online, and mobile shopping and engagement solutions for the retail industry. The company provides its clients with an integrated enterprise solution for omnichannel retail, a product information solution for customers, a centralized web application that supports in-store back office operations, and an omnichannel commerce platform that connects stores, websites, warehouses, and distribution centers. Founded by Joe Halloum in 2006, Starmount works with a diverse customer base, including retailers such as Home Depot, Pep Boys, and Urban Outfitters.
ColdLight Solutions
Venture Round in 2013
ColdLight Solutions specializes in advanced analytics, predictive technology, and machine learning. The company is known for its innovative platform, Neuron, which serves as an automated learning engine capable of analyzing vast amounts of data to identify patterns and generate mathematically validated recommendations. This technology enables businesses to make informed decisions based on insights derived from their data. Neuron is designed to be deployed as a Software-as-a-Service (SaaS) cloud solution, allowing customers to leverage its capabilities without significant infrastructure investment. Through its focus on big data and predictive analytics, ColdLight Solutions empowers organizations to harness the potential of their data efficiently and effectively.
Rage Frameworks
Venture Round in 2013
RAGE Frameworks, Inc. specializes in enterprise business process automation and cognitive intelligence solutions, leveraging artificial intelligence to address mission-critical challenges. The company offers a range of products, including RAGE LiveWealth for wealth management and RAGE LiveCredit for financing solutions, which utilize big data analytics and real-time insights. Its patented RAGE-AI™ platform automates knowledge-based processes without the need for coding, providing clients across various sectors—such as banking, manufacturing, consulting, and logistics—enhanced speed and flexibility in their operations. RAGE Frameworks also delivers predictive intelligence, continuous surveillance, and enterprise transformation solutions, catering to the evolving needs of its clients. Founded in 2001 and headquartered in Dedham, Massachusetts, RAGE has established operations in India, reinforcing its ability to serve a global market.
Aparc Systems
Private Equity Round in 2013
Aparc Systems, Ltd. specializes in developing advanced parking management systems for both on-street and off-street applications. The company provides a range of solutions including a License Plate Recognition system for automated parking enforcement, real-time software applications for parking management, and various access control equipment such as car park barriers and pay-on-foot stations. Additionally, Aparc offers vehicle detection sensors to monitor parking space occupancy, a cashless payment application called Park By Phone, and intelligent way-finding software. With a project portfolio that includes municipalities, universities, airports, and hospitals, Aparc Systems leverages its extensive experience and partnerships with leading hardware manufacturers to enhance the efficiency and profitability of parking operations. Founded in 2006 and based in Vancouver, Canada, the company also has offices in San Francisco, Honolulu, and Toronto.
Search Optics
Private Equity Round in 2013
Search Optics LLC is a digital marketing agency based in San Diego, California, specializing in providing online strategy and marketing solutions across various sectors, including automotive, food and beverage, gaming and hospitality, and healthcare. Established in 1998, the company offers a comprehensive suite of services designed to enhance online presence and drive customer engagement. Its offerings include the Blueprint Platform, a mobile-optimized website solution, alongside lead generation through managed paid search, search engine optimization, and local search services. Additionally, Search Optics provides innovative tools such as AutoWhyBuy, a comparison shopping engine for the automotive sector, and UPTRACS, a reporting and analytics system for tracking campaign performance. The Marketing Automation Platform further allows businesses to analyze customer data to create targeted marketing campaigns through various communication channels, including email and online video. Through these services, Search Optics aims to empower clients to effectively promote their brands and improve overall performance in the digital landscape.
Andover Healthcare
Debt Financing in 2012
Andover Healthcare, Inc. specializes in designing, developing, manufacturing, and distributing cohesive bandages and tapes for various sectors, including healthcare, animal health, and sports medicine. The company offers a range of products, including wound care and antimicrobial dressings, cohesive bandages, medical tapes, and moleskin items. Its products are designed for diverse applications, such as securing IVs, affixing monitors, providing support in podiatry and orthopedics, and facilitating patient positioning in medical settings like hospitals and clinics. Andover Healthcare's products are distributed through a network of retailers and distributors both in the United States and internationally. Founded in 1976 and based in Salisbury, Massachusetts, the company changed its name from Andover Coated Products, Inc. to its current name in February 2006. It operates as a subsidiary of Milliken Healthcare Products, LLC.
FaceFirst
Venture Round in 2012
FaceFirst, Inc. is a technology development firm specializing in facial recognition software aimed at enhancing security and public safety. Founded in 2007 and based in Encino, California, the company offers a platform that provides real-time alerts when a facial match is detected with a user-defined probability. This technology helps identify individuals with criminal backgrounds, suspected shoplifters, and persons on internal watch lists as they enter various facilities. FaceFirst's solutions are utilized by a range of sectors, including retail, law enforcement, transportation centers, and government agencies. The software integrates artificial intelligence with human oversight to address issues of fraud, theft, and violence, making it a vital tool for organizations looking to improve security measures.
3Cinteractive
Series B in 2011
3Cinteractive is a provider of mobile commerce and marketing services that helps brands and retailers foster stronger relationships with their customers. Headquartered in Boca Raton, Florida, with an additional office in Montevideo, Uruguay, the company leverages its Switchblade™ platform to offer a range of multichannel capabilities, including SMS and MMS messaging, mobile coupons, mobile wallet solutions, and location-based services. By utilizing these tools, marketers can engage customers with timely and relevant communications that enhance loyalty and brand awareness. 3Cinteractive is a recognized member of industry organizations such as the CTIA and the Mobile Marketing Association.
3Cinteractive
Debt Financing in 2011
3Cinteractive is a provider of mobile commerce and marketing services that helps brands and retailers foster stronger relationships with their customers. Headquartered in Boca Raton, Florida, with an additional office in Montevideo, Uruguay, the company leverages its Switchblade™ platform to offer a range of multichannel capabilities, including SMS and MMS messaging, mobile coupons, mobile wallet solutions, and location-based services. By utilizing these tools, marketers can engage customers with timely and relevant communications that enhance loyalty and brand awareness. 3Cinteractive is a recognized member of industry organizations such as the CTIA and the Mobile Marketing Association.
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