Kern Whelan Capital

Quri is a retail intelligence company that provides instant visibility into the performance of products and promotions in retail stores. Quri enables brands and retailers to measure and optimize the exact shopper experience, maximizing in-store product revenue and profitability. Quri is powered by a nationwide, on-demand mobile field force of secret shoppers who can be immediately deployed to any retail location in the U.S., providing real-time actionable data and insights to brands and retailers.

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.

UserTesting is an on-demand human insights platform that empowers organizations to make timely, customer-centric business decisions with confidence. With UserTesting, brands can target their exact customer audience, readily create and execute studies, and engage in live conversations to better understand, capture, and spotlight meaningful reactions and responses. Easily package these human insights into a video reel and share them across the organization to make more informed decisions that influence the customer experience and increase brand loyalty and revenue.

Cohera Medical is a medical device company that is actively developing a line of surgical adhesives and sealants. Its products are based on a unique chemical design that is resorbable, non-toxic, easy-to-use and forms a strong bond between tissue layers. The company's lead product, TissuGlu® Surgical Adhesive, is indicated for use in the U.S. for the approximation of tissue planes in abdominoplasty procedures. TissuGlu is currently approved for sale in the EU for the approximation of tissue layers where subcutaneous dead space exists between the tissue planes in large flap surgical procedures such as abdominoplasty and is being utilized in Europe to eliminate drains or reduce complications in patients undergoing large flaps surgical procedures such as abdominoplasty, mastectomy, lymph node dissection, decubitus, and latissimus dorsi flap procedures. Its second product under development, Sylys® Surgical Sealant, the first synthetic sealant designed specifically to help reduce anastomotic leaks, has received CE Mark approval in Europe as an adjunct to standard closure in ileostomy reversal procedures. TissuGlu and Sylys are the first products in a pipeline of technology that includes surgical mesh adhesives, hemostatic foam, bone adhesives, and drug delivery. Sylys and the other Cohera Medical products are currently available for investigational use only and have not yet been approved for sale by the Food and Drug Administration (FDA) in the U.S. or in any other market.

A trailblazer in the world of eCommerce, Shopatron was founded in September 2000 and launched in August 2001 by Ed Stevens and Sean Collier. Shopatron’s North American headquarters is located in San Luis Obispo, California, midway between San Francisco and Los Angeles. The company also maintains a European headquarters in Swindon, Wiltshire, United Kingdom. Shopatron is the world’s leading provider of cloud-based, eCommerce order management solutions for branded manufacturers and multi-channel retailers. Working with over 1,000 brands and 20,000 retail partners across more than 40 industries, Shopatron makes it easy and affordable to deploy advanced capabilities like in-store pickup, ship-from-store, inventory lookup, and vendor drop-ship. Shopatron’s retail-friendly solution for branded manufacturers, Shopatron Manufacturer, is the industry standard for manufacturers seeking to expand their online sales. Shopatron is the only solution that allows manufacturers to expand online sales while building tighter relationships with their retailers. The Shopatron Order Exchange allows manufacturers to pass online orders to their retail channel for local in-store pickup and ship-from store fulfillment, giving partners a share of their eCommerce sales. Retailers increase their spend with brands who embrace Shopatron’s eCommerce model, because fulfilling online orders expands their sales and drives qualified traffic into their stores. Shopatron’s solution for multi-channel retailers, Shopatron Retailer, enables retailers to effectively manage fulfillment inventory across online and offline channels, provide online shoppers with broader delivery options, and drive traffic into local stores. Shopatron’s distributed order management model allows multi-channel retailers to fulfill online orders from any store, distribution center, or vendor location, dramatically improving inventory efficiency and making it easy to deploy advanced fulfillment models like in-store pickup and ship-from-store. By delivering online orders through in-store pickup, multi-channel retailers that use Shopatron drive motivated shoppers into local retail stores, where they make additional purchases. With Shopatron, retail channels join forces to increase sales, turn inventory, and deliver a superior purchase experience to online shoppers.