MissionOG

MissionOG, established in 2012 and headquartered in Philadelphia, is a venture capital firm that invests in early-stage, high-growth businesses. Focusing on sectors where its team has operational and investment experience, such as financial services, data platforms, and software, MissionOG provides financial capital and leverages its network of industry experts to accelerate the growth of its partner companies. The firm targets investments ranging from $1 million to $12 million, aiming to support businesses through their various stages of growth to successful acquisitions.

Elizabeth Haerling

Vice President of Finance

Michael Heller

Operating Partner

George Krautzel

Co-Founder and Managing Partner

Kevin Leonard

Senior Associate

Gene Lockhart

Chairman, Co-Founder and Managing Partner

Victoria Lopez-Negrete

Venture Partner

Patrick Murray

Senior Director of Strategic Growth

Andy Newcomb

Co-Founder and Managing Partner

Zack Strauss

Senior Associate

68 past transactions

Alternative Payments

Series A in 2025
Alternative Payments is a payment platform designed to enhance cash flow and revenue for businesses by simplifying the payment process. It offers a white-labeled B2B checkout infrastructure that incorporates embedded buy now pay later technology. The platform serves both small and medium-sized businesses as well as larger enterprises by providing a fully integrated web-based software solution. This enables companies to receive payments more quickly while offering their customers a variety of payment options, including net terms, credit cards, and wire transfers.

Billd

Venture Round in 2024
Billd is a construction finance company based in Austin, Texas, that specializes in project-based financing for contractors. By partnering with regional and national suppliers across the U.S., Billd offers short-term financing solutions that ensure immediate payment to suppliers while allowing contractors the flexibility to pay for material purchases over time. This financing model bridges the gap between the purchase of construction materials and payment from general contractors, providing terms that align with the payment cycles of subcontractors and suppliers. With an emphasis on reducing project hurdles, Billd enables contractors to access upfront funds and helps suppliers sell more materials with reduced financial risk.

Roots Automation

Series B in 2024
Roots Automation, Inc. specializes in developing digital coworkers that automate common business tasks primarily for the insurance, healthcare, and financial sectors. Founded in 2018 and based in New York, the company offers a cognitive process automation platform that leverages robotic process automation and artificial intelligence. Its Agentic AI platform is designed to enhance operational efficiency with quick implementation and high accuracy, allowing organizations to streamline complex workflows and focus on customer service. Roots Automation's solutions include cloud-based digital coworkers and the advanced InsurGPT model, which is tailored for the insurance market and improves data extraction and inferencing while reducing errors. The company serves notable clients, including major property and casualty carriers and top brokers, helping them reduce operating costs and enhance operational capabilities.

VRGL

Venture Round in 2024
VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.

Yardstik

Venture Round in 2023
Yardstik is a background screening platform that streamlines the vetting process for organizations by offering a combination of screening, fraud detection, and compliance products. Designed with an API-first approach, Yardstik allows businesses to seamlessly integrate background and certification checks into their operations, enhancing security and trust within their platforms. By simplifying the background check process, Yardstik helps companies save time and resources while fostering healthier business relationships and safer communities.

d1g1t

Venture Round in 2023
d1g1t Inc. is a Toronto-based company that specializes in developing a digital wealth management platform aimed at professional advisers and their individual investors. The platform utilizes advanced analytics and risk management tools to deliver transparent portfolio management services. Key features include client management, business growth monitoring, historical performance analysis, future risk assessment, onboarding solutions, and portfolio tracking. By offering these comprehensive tools, d1g1t enhances the adviser-client relationship through personalized interaction and supports advisers in effectively managing their business growth and investment strategies.

Apkudo

Series C in 2023
Apkudo, Inc. is a technology company based in Baltimore, Maryland, founded in 2010, that specializes in solutions for managing the lifecycle of connected devices. The company provides a comprehensive platform that facilitates the efficient handling of mobile phones, tablets, laptops, and other electronics by automating processes such as certification, trade-in, recovery, resale, and device processing. Apkudo's Circular Industry Platform allows businesses to maximize the value of their devices while minimizing e-waste, offering decision-support and operational tools that ensure seamless transitions throughout a device’s lifecycle. By standardizing and optimizing the exchange of real-time data among stakeholders in the global device ecosystem, Apkudo enhances operational efficiencies and improves margins for original equipment manufacturers and mobile network operators.

Roots Automation

Series A in 2022
Roots Automation, Inc. specializes in developing digital coworkers that automate common business tasks primarily for the insurance, healthcare, and financial sectors. Founded in 2018 and based in New York, the company offers a cognitive process automation platform that leverages robotic process automation and artificial intelligence. Its Agentic AI platform is designed to enhance operational efficiency with quick implementation and high accuracy, allowing organizations to streamline complex workflows and focus on customer service. Roots Automation's solutions include cloud-based digital coworkers and the advanced InsurGPT model, which is tailored for the insurance market and improves data extraction and inferencing while reducing errors. The company serves notable clients, including major property and casualty carriers and top brokers, helping them reduce operating costs and enhance operational capabilities.

VRGL

Series A in 2022
VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.

Autobooks

Series C in 2022
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

Token.io

Series C in 2022
Token.io is a payment infrastructure provider that specializes in account-to-account (A2A) payments, leveraging open banking to facilitate a seamless transition from traditional payment methods to direct bank payments. The company offers a robust platform designed to enhance payment processing for providers, enabling them to effectively implement Pay by Bank as a core payment option. With access to over 567 million bank accounts across 21 countries, Token.io ensures high connectivity and performance, catering to a significant portion of the market. Its deployment options are versatile, allowing payment providers to utilize Token.io's licenses and advanced authentication flows to streamline their operations. The platform has garnered a strong reputation, supported by partnerships with prominent financial institutions and payment processors, collectively serving millions of merchants globally.

Infinicept

Venture Round in 2022
Infinicept, Inc. is a Denver-based company that specializes in providing a comprehensive suite of automated services for payment facilitators. Founded in 2014, Infinicept's platform supports crucial functions such as merchant acceptance, underwriting, boarding, and back office operations. Its agnostic technology framework allows seamless integration with various banks, processors, gateways, and customer relationship management systems, enabling companies to maintain control over their payment processes. The services offered by Infinicept include automated and manual underwriting, merchant applications, funding, reporting, chargeback management, and customer service. By simplifying the operational backbone for payment facilitators, Infinicept empowers its clients to enhance their product offerings, monetize payment solutions, and foster stronger customer relationships, ultimately opening new revenue streams and increasing overall business valuation.

Apkudo

Venture Round in 2022
Apkudo, Inc. is a technology company based in Baltimore, Maryland, founded in 2010, that specializes in solutions for managing the lifecycle of connected devices. The company provides a comprehensive platform that facilitates the efficient handling of mobile phones, tablets, laptops, and other electronics by automating processes such as certification, trade-in, recovery, resale, and device processing. Apkudo's Circular Industry Platform allows businesses to maximize the value of their devices while minimizing e-waste, offering decision-support and operational tools that ensure seamless transitions throughout a device’s lifecycle. By standardizing and optimizing the exchange of real-time data among stakeholders in the global device ecosystem, Apkudo enhances operational efficiencies and improves margins for original equipment manufacturers and mobile network operators.

Global Processing Services

Private Equity Round in 2022
Global Processing Services Limited is a payments processor that manages credit, debit, and prepaid card transactions globally. Founded in 2007 and headquartered in Douglas, Isle of Man, the company provides its services primarily to fintech firms in the payment industry. Its key offering, the GPS Apex platform, is designed for secure and reliable transaction processing, allowing for seamless integration with clients, issuers, program managers, card manufacturers, and other service providers. GPS Apex supports innovation in the payments sector through its proprietary technology, helping to drive advancements in the industry.

iDonate

Series B in 2021
iDonate LLC is a company that specializes in online donation software designed for nonprofit organizations. Founded in 2008 and based in Plano, Texas, iDonate offers a range of solutions, including a Digital Giving Suite and Giving Management Suite, which enhance digital marketing and donor engagement. Its platform allows users to easily configure donation pages and manage fundraising campaigns, enabling both cash and non-cash donations—such as vehicles, stocks, and real estate. iDonate is recognized for its unique in-platform A/B testing tool and is trusted by numerous nonprofits, including Campus Outreach and Midwest Foodbank, to increase their digital fundraising efforts.

Behalf

Venture Round in 2021
Behalf, Inc. is a financing provider headquartered in New York, with an additional office in Tel Aviv, Israel. Founded in 2011, the company facilitates commerce between B2B merchants and their business customers by offering automated payment solutions that include instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes, allowing for access to financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances sales and improves cash flow for both merchants and their business customers. The company focuses on providing short-term financing to small businesses, enabling them to efficiently manage payments to suppliers while increasing operational effectiveness through automation.

Demyst

Funding Round in 2021
Demyst provides a cloud-based management platform that enables financial institutions to effectively integrate and centralize diverse data sources through a single interface. By facilitating the incorporation of external data into business workflows, the platform enhances decision-making processes and helps organizations maintain regulatory compliance. This approach allows financial institutions to better serve their customers and adapt to the rapidly evolving landscape of data-driven insights.

d1g1t

Venture Round in 2021
d1g1t Inc. is a Toronto-based company that specializes in developing a digital wealth management platform aimed at professional advisers and their individual investors. The platform utilizes advanced analytics and risk management tools to deliver transparent portfolio management services. Key features include client management, business growth monitoring, historical performance analysis, future risk assessment, onboarding solutions, and portfolio tracking. By offering these comprehensive tools, d1g1t enhances the adviser-client relationship through personalized interaction and supports advisers in effectively managing their business growth and investment strategies.

Autobooks

Series B in 2021
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

Syncapay

Private Equity Round in 2020
Syncapay, Inc. is a holding company based in Plano, Texas, that specializes in acquiring and managing high-growth companies in the digital payments sector through its subsidiary, daVinci Payments, Inc. Established in 2017, Syncapay offers a range of digital payment solutions, including virtual prepaid cards, classic prepaid options, disbursement services, real-time funding, and application programming interface integration. The company's strategy involves leveraging synergies among its portfolio companies to enhance innovation and competitiveness in the market. Syncapay’s expertise stems from its leadership's background with influential firms in the payments industry, and it seeks to expand its influence by acquiring companies that provide or facilitate payment solutions to consumers and businesses globally. The company made its first acquisition in late 2017 by purchasing Swift Prepaid Solutions, marking the beginning of its growth in the financial technology landscape.

Infinicept

Venture Round in 2020
Infinicept, Inc. is a Denver-based company that specializes in providing a comprehensive suite of automated services for payment facilitators. Founded in 2014, Infinicept's platform supports crucial functions such as merchant acceptance, underwriting, boarding, and back office operations. Its agnostic technology framework allows seamless integration with various banks, processors, gateways, and customer relationship management systems, enabling companies to maintain control over their payment processes. The services offered by Infinicept include automated and manual underwriting, merchant applications, funding, reporting, chargeback management, and customer service. By simplifying the operational backbone for payment facilitators, Infinicept empowers its clients to enhance their product offerings, monetize payment solutions, and foster stronger customer relationships, ultimately opening new revenue streams and increasing overall business valuation.

Venminder

Series C in 2020
Venminder, Inc. is a provider of a software-as-a-service platform focused on third-party risk management. The company offers a cloud-based solution that helps organizations assess, monitor, and manage risks associated with their vendors. This platform includes various modules for vendor profile management, contract management, risk assessment, and examination preparation. Additionally, Venminder provides services such as document collection, financial statement analysis, SOC report reviews, business continuity assessments, cybersecurity evaluations, and vendor monitoring. Its clientele spans multiple industries, including financial services, insurance, healthcare, education, and retail. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder was previously known as Digital Comply, Inc. before its name change in April 2016.

Apkudo

Series B in 2020
Apkudo, Inc. is a technology company based in Baltimore, Maryland, founded in 2010, that specializes in solutions for managing the lifecycle of connected devices. The company provides a comprehensive platform that facilitates the efficient handling of mobile phones, tablets, laptops, and other electronics by automating processes such as certification, trade-in, recovery, resale, and device processing. Apkudo's Circular Industry Platform allows businesses to maximize the value of their devices while minimizing e-waste, offering decision-support and operational tools that ensure seamless transitions throughout a device’s lifecycle. By standardizing and optimizing the exchange of real-time data among stakeholders in the global device ecosystem, Apkudo enhances operational efficiencies and improves margins for original equipment manufacturers and mobile network operators.

Behalf

Series D in 2020
Behalf, Inc. is a financing provider headquartered in New York, with an additional office in Tel Aviv, Israel. Founded in 2011, the company facilitates commerce between B2B merchants and their business customers by offering automated payment solutions that include instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes, allowing for access to financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances sales and improves cash flow for both merchants and their business customers. The company focuses on providing short-term financing to small businesses, enabling them to efficiently manage payments to suppliers while increasing operational effectiveness through automation.

Brightfield

Series A in 2019
Brightfield Strategies, LLC specializes in providing consulting and analytics services focused on contingent workforce management. The company offers a range of solutions, including modeling and analytics for workforce strategies, rate and workforce mix modeling, performance assessments, and strategic sourcing. Additionally, it addresses governance, risk, and compliance needs through audits, policy development, and training services. Brightfield also operates a membership-based data analytics platform, Talent Data Exchange, which facilitates data collection and connectivity for its clients. The firm serves a diverse array of industries, including banking, pharmaceuticals, healthcare, and technology, helping organizations standardize their human capital policies and ensure compliance with labor laws. Founded in 2006 and headquartered in New York, Brightfield aims to enhance businesses' management of their human resources through innovative analytics and strategic consulting.

Tethr

Venture Round in 2019
Tethr provides an AI-driven communications intelligence platform that analyzes customer conversations to deliver actionable insights. By processing data from various customer interactions, including phone calls and chats, Tethr helps organizations understand the true Voice of the Customer. This platform is built on extensive customer experience research and enables businesses to gather and share valuable insights across their teams. The insights generated can enhance sales performance, boost customer loyalty, and improve compliance, ultimately leading to more informed business decisions and reduced operating costs.

Demyst

Series C in 2019
Demyst provides a cloud-based management platform that enables financial institutions to effectively integrate and centralize diverse data sources through a single interface. By facilitating the incorporation of external data into business workflows, the platform enhances decision-making processes and helps organizations maintain regulatory compliance. This approach allows financial institutions to better serve their customers and adapt to the rapidly evolving landscape of data-driven insights.

Venminder

Series B in 2019
Venminder, Inc. is a provider of a software-as-a-service platform focused on third-party risk management. The company offers a cloud-based solution that helps organizations assess, monitor, and manage risks associated with their vendors. This platform includes various modules for vendor profile management, contract management, risk assessment, and examination preparation. Additionally, Venminder provides services such as document collection, financial statement analysis, SOC report reviews, business continuity assessments, cybersecurity evaluations, and vendor monitoring. Its clientele spans multiple industries, including financial services, insurance, healthcare, education, and retail. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder was previously known as Digital Comply, Inc. before its name change in April 2016.

Alkami

Series E in 2019
Alkami Technology, Inc. is a provider of cloud-based digital banking solutions tailored for credit unions and banks. The company offers the ORB Platform, a comprehensive Software-as-a-Service solution that facilitates retail and business banking features including account aggregation, person-to-person payments, payroll management, and analytics. Alkami's platform enhances user onboarding, engagement, and account servicing, allowing financial institutions to improve operational efficiency and drive revenue growth. Additionally, it includes integrated mobile banking solutions, a content management system for personalized marketing, and the flexibility to incorporate third-party solutions. Founded in 2007 and headquartered in Plano, Texas, Alkami was previously known as iThryv, LLC before rebranding in 2010.

DivvyCloud

Series B in 2019
DivvyCloud Corporation is a software developer focused on automating security, compliance, and governance for enterprise customers in cloud and container environments. Founded in 2012 and based in Arlington, Virginia, the company provides solutions that protect against misconfigurations, policy violations, threats, and identity and access management challenges. Its platform offers consolidated visibility and policy automation across various public and private clouds, enabling real-time remediation of issues rather than merely monitoring them. DivvyCloud serves a diverse range of sectors, including media, financial services, healthcare, and retail, helping organizations fully leverage the benefits of cloud technology while maintaining continuous security and compliance. Since May 2020, DivvyCloud has operated as a subsidiary of Rapid7 LLC.

Featurespace

Venture Round in 2019
Featurespace is a leader in enterprise financial crime prevention, specializing in fraud detection and anti-money laundering solutions. The company has developed innovative technologies, including Adaptive Behavioral Analytics and Automated Deep Behavioral Networks, which are incorporated into its ARIC platform. This real-time machine learning software assesses risk and monitors customer data across more than 180 countries to identify fraudulent activities and suspicious behavior promptly. The ARIC Risk Hub utilizes advanced anomaly detection methods, allowing financial institutions to automatically recognize potential threats and respond to them effectively. Over 30 major global financial institutions, including well-known names such as HSBC and NatWest, leverage Featurespace’s solutions to safeguard their operations and enhance customer satisfaction while minimizing fraud-related costs.

Bridge Financial Technology

Series A in 2019
Bridge Financial Technology Inc. offers automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech companies. Founded in 2015 and based in Chicago, Illinois, the company specializes in portfolio accounting and management software. Its flagship Atlas platform facilitates efficient billing, invoicing, performance aggregation, client portal access, and file sharing. By addressing inefficiencies and promoting technology adoption, Bridge Financial Technology empowers fiduciary advisors to enhance their competitiveness, scale their operations, and reduce costs, thereby enabling broader access to fiduciary financial advice for clients.

Venminder

Series B in 2018
Venminder, Inc. is a provider of a software-as-a-service platform focused on third-party risk management. The company offers a cloud-based solution that helps organizations assess, monitor, and manage risks associated with their vendors. This platform includes various modules for vendor profile management, contract management, risk assessment, and examination preparation. Additionally, Venminder provides services such as document collection, financial statement analysis, SOC report reviews, business continuity assessments, cybersecurity evaluations, and vendor monitoring. Its clientele spans multiple industries, including financial services, insurance, healthcare, education, and retail. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder was previously known as Digital Comply, Inc. before its name change in April 2016.

Bento for Business

Series B in 2018
Bento for Business is a financial operating platform designed specifically for small and mid-sized businesses (SMBs). The platform enables businesses to issue payment credentials securely, offering virtual and corporate cards along with comprehensive management tools that enhance control and visibility over company expenses. By minimizing fraud and reducing administrative overhead, Bento's solutions allow businesses to streamline their financial processes, freeing them to concentrate on growth and customer value. The company also provides open APIs and white label partnerships, extending its capabilities to automate payments beyond employee expenses. With its headquarters in San Francisco and Chicago, Bento is recognized for its innovative approach to expense management, combining the security of traditional banking with the user-friendly features typical of modern technology firms.

Alkami

Series D in 2018
Alkami Technology, Inc. is a provider of cloud-based digital banking solutions tailored for credit unions and banks. The company offers the ORB Platform, a comprehensive Software-as-a-Service solution that facilitates retail and business banking features including account aggregation, person-to-person payments, payroll management, and analytics. Alkami's platform enhances user onboarding, engagement, and account servicing, allowing financial institutions to improve operational efficiency and drive revenue growth. Additionally, it includes integrated mobile banking solutions, a content management system for personalized marketing, and the flexibility to incorporate third-party solutions. Founded in 2007 and headquartered in Plano, Texas, Alkami was previously known as iThryv, LLC before rebranding in 2010.

Syncapay

Venture Round in 2017
Syncapay, Inc. is a holding company based in Plano, Texas, that specializes in acquiring and managing high-growth companies in the digital payments sector through its subsidiary, daVinci Payments, Inc. Established in 2017, Syncapay offers a range of digital payment solutions, including virtual prepaid cards, classic prepaid options, disbursement services, real-time funding, and application programming interface integration. The company's strategy involves leveraging synergies among its portfolio companies to enhance innovation and competitiveness in the market. Syncapay’s expertise stems from its leadership's background with influential firms in the payments industry, and it seeks to expand its influence by acquiring companies that provide or facilitate payment solutions to consumers and businesses globally. The company made its first acquisition in late 2017 by purchasing Swift Prepaid Solutions, marking the beginning of its growth in the financial technology landscape.

Tethr

Series A in 2017
Tethr provides an AI-driven communications intelligence platform that analyzes customer conversations to deliver actionable insights. By processing data from various customer interactions, including phone calls and chats, Tethr helps organizations understand the true Voice of the Customer. This platform is built on extensive customer experience research and enables businesses to gather and share valuable insights across their teams. The insights generated can enhance sales performance, boost customer loyalty, and improve compliance, ultimately leading to more informed business decisions and reduced operating costs.

RevolutionCredit

Seed Round in 2017
RevolutionCredit, Inc. is a behavioral data and analytics firm specializing in the consumer credit decisioning process. Based in Irvine, California, the company offers innovative solutions such as BeyondMyScore, which captures predictive behavioral signals from consumers at the point of transaction, enhancing lenders' acquisition and account management capabilities across the credit risk spectrum. Additionally, RevolutionCredit provides BackOnTrack, a solution designed to leverage behavioral science for optimizing collections outcomes for creditors. Founded in 2010, the firm focuses on delivering real-time behavioral scores that enable creditors to better risk-segment consumers and encourage positive changes in their financial behaviors.

DivvyCloud

Series A in 2017
DivvyCloud Corporation is a software developer focused on automating security, compliance, and governance for enterprise customers in cloud and container environments. Founded in 2012 and based in Arlington, Virginia, the company provides solutions that protect against misconfigurations, policy violations, threats, and identity and access management challenges. Its platform offers consolidated visibility and policy automation across various public and private clouds, enabling real-time remediation of issues rather than merely monitoring them. DivvyCloud serves a diverse range of sectors, including media, financial services, healthcare, and retail, helping organizations fully leverage the benefits of cloud technology while maintaining continuous security and compliance. Since May 2020, DivvyCloud has operated as a subsidiary of Rapid7 LLC.

Katapult

Venture Round in 2017
FinServ Acquisition is a blank check company established in 2019 and based in New York. The firm does not have significant operations of its own; instead, it aims to pursue a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or a similar business combination with one or more businesses. While the company has the flexibility to target various industries, it intends to primarily focus on opportunities within the financial services sector and technology services that support this industry.

Solovis

Series A in 2017
Solovis, Inc. is a technology company that specializes in investment management software, providing portfolio analysis and reporting solutions tailored for institutional investors. Founded in 2013 and based in Irving, Texas, Solovis offers a cloud-based platform designed for multi-asset class portfolio management, enabling clients such as endowments, foundations, pensions, and family offices to effectively collect and aggregate investment data. The platform facilitates real-time performance analysis, liquidity forecasting, and cash flow modeling, allowing users to gain insights and make informed decisions regarding their investments. Solovis empowers its clients with comprehensive tools for dynamic data modeling and transparent reporting, enhancing the management of complex investment structures. As of 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.

Katapult

Debt Financing in 2017
FinServ Acquisition is a blank check company established in 2019 and based in New York. The firm does not have significant operations of its own; instead, it aims to pursue a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or a similar business combination with one or more businesses. While the company has the flexibility to target various industries, it intends to primarily focus on opportunities within the financial services sector and technology services that support this industry.

GAN Integrity

Series A in 2017
GAN Integrity Inc. provides cloud-based compliance management software designed for companies worldwide. The platform includes modules for managing policies, training, due diligence, communication, approvals, and investigations. It features a risk assessment tool to identify and respond to potential risks and a policy management system that allows organizations to create, publish, and manage policies in multiple languages, ensuring compliance across various business units and locations. Additionally, the software offers a training management system for creating and assigning online and in-person training, as well as a due diligence module for third-party management that adapts to the company's specific needs. Monitoring and reporting functionalities enable the generation of compliance reports suitable for executives and boards. GAN Integrity also provides a centralized gift approval system, document management, and workflow automation. Established in 2004, the company is headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark.

Clip

Venture Round in 2017
Clip is transforming card acceptance in Mexico by providing portable card-reading hardware and a digital payment platform that enables businesses to accept all credit and debit cards, including contactless payments. The company's solutions allow businesses to turn smartphones or tablets into card terminals, facilitating seamless transactions without the need for complicated paperwork or monthly fees. By focusing on empowering Mexican businesses, Clip helps them increase sales and grow by offering a user-friendly application that simplifies payment acceptance. This approach positions Clip as a vital ally for merchants seeking efficient and accessible payment solutions.

Demyst

Series B in 2016
Demyst provides a cloud-based management platform that enables financial institutions to effectively integrate and centralize diverse data sources through a single interface. By facilitating the incorporation of external data into business workflows, the platform enhances decision-making processes and helps organizations maintain regulatory compliance. This approach allows financial institutions to better serve their customers and adapt to the rapidly evolving landscape of data-driven insights.

Behalf

Series C in 2016
Behalf, Inc. is a financing provider headquartered in New York, with an additional office in Tel Aviv, Israel. Founded in 2011, the company facilitates commerce between B2B merchants and their business customers by offering automated payment solutions that include instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes, allowing for access to financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances sales and improves cash flow for both merchants and their business customers. The company focuses on providing short-term financing to small businesses, enabling them to efficiently manage payments to suppliers while increasing operational effectiveness through automation.

Deko

Venture Round in 2016
Deko is a technology company that specializes in connecting lenders and merchants to facilitate consumer financing. Its innovative multi-lender platform provides point of sale credit options that can be accessed online, in-store, or via email. By offering flexible financing solutions, Deko enables merchants to enhance customer experiences and drive sales. The company's technology is designed to deliver ethical and responsible financing options, ensuring that consumers receive the right financial support at the right time. Trusted by various leading retailers and lenders, Deko has established itself as a profitable and impactful player in the financial technology sector.

Cloudamize

Convertible Note in 2016
Cloudamize, Inc. is a Philadelphia-based company that operates a SaaS platform focused on real-time analysis of cloud usage data, encompassing key areas such as spending, performance, security, and availability. Founded in 2011, Cloudamize provides powerful tools for optimizing cloud infrastructure and capacity planning, helping businesses achieve significant cost savings while enhancing performance. The platform employs predictive analytics to recommend optimal strategies for right-sizing and pricing cloud resources, delivering actionable insights for current and future configurations. Additionally, Cloudamize offers comprehensive monitoring capabilities, enabling users to receive targeted alerts, access detailed system metrics, and investigate the root causes of issues, thereby simplifying cloud migration and cost management.

Solovis

Venture Round in 2016
Solovis, Inc. is a technology company that specializes in investment management software, providing portfolio analysis and reporting solutions tailored for institutional investors. Founded in 2013 and based in Irving, Texas, Solovis offers a cloud-based platform designed for multi-asset class portfolio management, enabling clients such as endowments, foundations, pensions, and family offices to effectively collect and aggregate investment data. The platform facilitates real-time performance analysis, liquidity forecasting, and cash flow modeling, allowing users to gain insights and make informed decisions regarding their investments. Solovis empowers its clients with comprehensive tools for dynamic data modeling and transparent reporting, enhancing the management of complex investment structures. As of 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.

FactorTrust

Private Equity Round in 2015
FactorTrust, The Alternative Credit Bureau, helps lenders manage the credit lifecycle of underbanked consumers using unique alternative credit information not available from the Big Three bureaus, enabling them to offer non-prime consumers the credit they deserve. Leveraging the company’s credit information, lenders can more accurately predict future borrowing behavior, credit performance and risk scoring for this growing segment. FactorTrust’s team of predictive analytics specialists, statisticians, and financial industry experts has delivered unique data and valuable insight to lenders throughout the U.S. and the U.K. for nearly ten years.

OneTwoSee

Debt Financing in 2015
OneTwoSee is a Philadelphia-based company specializing in the development of sports game-centers that enhance fan engagement through real-time statistics, game data, advanced analytics, and social media integration. It offers licensed, white-labeled products that can be seamlessly incorporated into customers' branded websites and platforms, accessible across various devices such as PCs, tablets, smartphones, smart TVs, and in-arena displays. The company serves a diverse clientele, including regional and national sports networks, newspaper publishers, and consumer electronics firms, allowing them to effectively engage and monetize their audiences with high-value advertising and sponsorship opportunities. OneTwoSee's scalable technology platform enables partners to realize immediate returns on investment while delivering a rich, interactive experience for sports fans.

Frontline Selling (acquisition)

Series A in 2015
PeopleLinx, Inc. operates a social business profile optimization platform that helps employees enhance their online presence and credibility. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, the company provides a gamified solution that enables sales professionals to build relationships, attract qualified leads, and engage connections through targeted content. Its platform integrates with customer relationship management (CRM) systems, allowing users to track the impact of their activities and measure results effectively. Catering to various industries, including banking, insurance, legal, technology, and professional services, PeopleLinx serves a diverse clientele that includes notable organizations such as Comcast, Dechert LLP, and Marriott. As of 2017, PeopleLinx operates as a subsidiary of Frontline Selling.

Behalf

Series B in 2015
Behalf, Inc. is a financing provider headquartered in New York, with an additional office in Tel Aviv, Israel. Founded in 2011, the company facilitates commerce between B2B merchants and their business customers by offering automated payment solutions that include instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes, allowing for access to financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances sales and improves cash flow for both merchants and their business customers. The company focuses on providing short-term financing to small businesses, enabling them to efficiently manage payments to suppliers while increasing operational effectiveness through automation.

Cloudamize

Convertible Note in 2015
Cloudamize, Inc. is a Philadelphia-based company that operates a SaaS platform focused on real-time analysis of cloud usage data, encompassing key areas such as spending, performance, security, and availability. Founded in 2011, Cloudamize provides powerful tools for optimizing cloud infrastructure and capacity planning, helping businesses achieve significant cost savings while enhancing performance. The platform employs predictive analytics to recommend optimal strategies for right-sizing and pricing cloud resources, delivering actionable insights for current and future configurations. Additionally, Cloudamize offers comprehensive monitoring capabilities, enabling users to receive targeted alerts, access detailed system metrics, and investigate the root causes of issues, thereby simplifying cloud migration and cost management.

Ingo Money

Venture Round in 2015
Ingo Money, Inc. is a financial technology company based in Alpharetta, Georgia, that specializes in digital payment solutions. Founded in 2001 and formerly known as CHEXAR Networks, Inc., Ingo Money provides a mobile application that allows users to cash various types of checks, including paychecks and personal checks, directly from their devices. The company offers several services, including Ingo Push, which provides instant loan proceeds to small businesses; Ingo Check, a service for digital disbursements; and Ingo Cash, which enables users to convert cash into real-time digital deposits and payments. Additionally, Ingo Money QuickConnect allows businesses to offer instant payments through push-to-card options. With a mission to digitize paper checks and facilitate safe-to-spend funds, Ingo Money serves a wide range of clients, including fintech companies, banks, and other businesses, enhancing the overall payment experience while reducing costs and delays.

Cloudamize

Convertible Note in 2014
Cloudamize, Inc. is a Philadelphia-based company that operates a SaaS platform focused on real-time analysis of cloud usage data, encompassing key areas such as spending, performance, security, and availability. Founded in 2011, Cloudamize provides powerful tools for optimizing cloud infrastructure and capacity planning, helping businesses achieve significant cost savings while enhancing performance. The platform employs predictive analytics to recommend optimal strategies for right-sizing and pricing cloud resources, delivering actionable insights for current and future configurations. Additionally, Cloudamize offers comprehensive monitoring capabilities, enabling users to receive targeted alerts, access detailed system metrics, and investigate the root causes of issues, thereby simplifying cloud migration and cost management.

Frontline Selling (acquisition)

Series A in 2014
PeopleLinx, Inc. operates a social business profile optimization platform that helps employees enhance their online presence and credibility. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, the company provides a gamified solution that enables sales professionals to build relationships, attract qualified leads, and engage connections through targeted content. Its platform integrates with customer relationship management (CRM) systems, allowing users to track the impact of their activities and measure results effectively. Catering to various industries, including banking, insurance, legal, technology, and professional services, PeopleLinx serves a diverse clientele that includes notable organizations such as Comcast, Dechert LLP, and Marriott. As of 2017, PeopleLinx operates as a subsidiary of Frontline Selling.

Deko

Series A in 2014
Deko is a technology company that specializes in connecting lenders and merchants to facilitate consumer financing. Its innovative multi-lender platform provides point of sale credit options that can be accessed online, in-store, or via email. By offering flexible financing solutions, Deko enables merchants to enhance customer experiences and drive sales. The company's technology is designed to deliver ethical and responsible financing options, ensuring that consumers receive the right financial support at the right time. Trusted by various leading retailers and lenders, Deko has established itself as a profitable and impactful player in the financial technology sector.

OneTwoSee

Venture Round in 2014
OneTwoSee is a Philadelphia-based company specializing in the development of sports game-centers that enhance fan engagement through real-time statistics, game data, advanced analytics, and social media integration. It offers licensed, white-labeled products that can be seamlessly incorporated into customers' branded websites and platforms, accessible across various devices such as PCs, tablets, smartphones, smart TVs, and in-arena displays. The company serves a diverse clientele, including regional and national sports networks, newspaper publishers, and consumer electronics firms, allowing them to effectively engage and monetize their audiences with high-value advertising and sponsorship opportunities. OneTwoSee's scalable technology platform enables partners to realize immediate returns on investment while delivering a rich, interactive experience for sports fans.

CloudMine

Debt Financing in 2014
CloudMine is a mobile backend-as-a-service (mBaaS) provider that focuses on enhancing healthcare mobility and patient health. The company offers a platform that facilitates object-based data storage and file storage, along with capabilities for sending push notifications and messages, thereby improving communication with users. By streamlining the development process, CloudMine enables healthcare and life science organizations to efficiently operationalize data through application development, analytics, and workflows. The platform is designed to support the creation of secure, interoperable, and scalable healthcare applications, significantly reducing development time and costs while eliminating the need for ongoing maintenance and management of mobile applications. Its mobile-optimized infrastructure and suite of prefabricated web services accelerate app development by up to 70%, standardizing mobility tools across various business units for improved efficiency.

Cloudamize

Convertible Note in 2013
Cloudamize, Inc. is a Philadelphia-based company that operates a SaaS platform focused on real-time analysis of cloud usage data, encompassing key areas such as spending, performance, security, and availability. Founded in 2011, Cloudamize provides powerful tools for optimizing cloud infrastructure and capacity planning, helping businesses achieve significant cost savings while enhancing performance. The platform employs predictive analytics to recommend optimal strategies for right-sizing and pricing cloud resources, delivering actionable insights for current and future configurations. Additionally, Cloudamize offers comprehensive monitoring capabilities, enabling users to receive targeted alerts, access detailed system metrics, and investigate the root causes of issues, thereby simplifying cloud migration and cost management.

Frontline Selling (acquisition)

Series A in 2013
PeopleLinx, Inc. operates a social business profile optimization platform that helps employees enhance their online presence and credibility. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, the company provides a gamified solution that enables sales professionals to build relationships, attract qualified leads, and engage connections through targeted content. Its platform integrates with customer relationship management (CRM) systems, allowing users to track the impact of their activities and measure results effectively. Catering to various industries, including banking, insurance, legal, technology, and professional services, PeopleLinx serves a diverse clientele that includes notable organizations such as Comcast, Dechert LLP, and Marriott. As of 2017, PeopleLinx operates as a subsidiary of Frontline Selling.

Accurate Group

Private Equity Round in 2012
Accurate Group Holdings, Inc., established in 2003 and headquartered in Cleveland, Ohio, specializes in providing real estate transaction services to the financial services industry. The company offers a range of services, including appraisal management, title services, and loan due diligence solutions, catering to real estate finance providers and mortgage lending clients. Its technology-driven appraisal management platform ensures compliance across various types of real estate loans, from mortgage originations to default servicing. Additionally, Accurate Group provides alternative valuations, streamlined title services, and real estate valuation solutions to support its clients' needs.
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