PeakSpan Capital

PeakSpan Capital is a private equity firm based in San Mateo, California, founded in 2014. The firm specializes in investing exclusively in growth-stage, business-to-business (B2B) software companies that cater to a diverse range of clients, from small businesses to large enterprises. PeakSpan Capital emphasizes a deep understanding of the sectors in which its portfolio companies operate, utilizing extensive research and network development to enhance its partnerships. This approach enables PeakSpan to provide valuable resources and insights tailored to the needs of the companies it supports, fostering their growth and success in the competitive software landscape.

Yaseen Abdulridha

Senior Associate

Cassie Alexe

Associate

Kyle Reitinger

Vice President

Mikayla Brenman

Analyst

Jack Freeman

Partner

Chase Goree

Senior Associate

Nicky Johnson

Analyst

Justin Kelly

Vice President

Sam Korman

Analyst

Brian Mulvey

Co-Founder and Managing Partner

Charlie Reinkemeyer

Associate

Celia Smith

Analyst

Taylor Weiss

Senior Associate

58 past transactions

Tapcheck

Series A in 2025
Tapcheck is a fintech company that provides an earned wage access platform, allowing employees to access their wages on-demand without any cost to employers. The service has been adopted by tens of thousands of employers, who have reported increased employee satisfaction and reduced turnover as a result. By offering on-demand pay and financial wellness tools, Tapcheck helps businesses enhance their competitive edge while supporting employees' financial freedom. The platform features instant transfers, low transaction fees, and does not require credit background checks, making it an accessible solution for improving both employee retention and financial wellness in the workplace.

Boostly

Series A in 2025
Boostly is a comprehensive SMS marketing and communications platform specifically designed for restaurants. It enables establishments to create a customer relationship management (CRM) system that integrates in-store, online, and call-in customer interactions. The platform automates marketing efforts through SMS, targeting customers based on their engagement with the restaurant. Additionally, Boostly features an AI-powered phone assistant that manages call-in orders, streamlining operations and enhancing revenue without requiring staff intervention. The system also gathers customer feedback in real-time, allowing restaurants to address issues promptly and generate positive reviews. By automating online ordering and providing valuable insights into customer behavior, Boostly helps restaurants increase profitability and improve customer retention.

Lula

Series A in 2025
Lula is a technology platform that streamlines the maintenance process for property managers and their tenants, reducing the time spent on maintenance by nearly 60%. Lula also brings a large network of quality and fully-vetted contractors (plumbers, handyman, electricians, etc.) to complete the work. Lula was recently named to the KC Business Journal’s “Fast 50” as the 3rd fastest growing company in Kansas City.

PrettyDamnQuick

Series A in 2025
PrettyDamnQuick is an order management platform designed to streamline the order-to-delivery workflow for eCommerce businesses. By segmenting customers and conducting A/B testing, it optimizes the checkout experience to maximize profitability. The platform features a Delivery Workspace that ensures timely order fulfillment at the lowest possible shipping rates, effectively reducing delays and errors through instant fraud detection and address validation. It excels in managing the logistics of over 25 million checkouts monthly for more than 250 brands, allowing users to easily connect and track various carriers and services. By assigning each order to the most efficient delivery option based on cost and speed, PrettyDamnQuick enhances the overall customer experience while supporting the operational needs of fast-growing brands.

finally

Series B in 2024
Finally is a fintech company whose mission is to help small & medium-sized businesses automate their accounting and finance. Finally integrates vital business functions, including bookkeeping, expense management, bill payment, and payroll, into a unified automated solution tailored for small and medium-sized businesses. Businesses spanning various industries depend on Finally to provide enhanced visibility and control over their financial and accounting operations.

Opkey

Series B in 2024
Opkey is a developer of an artificial intelligence-driven continuous test automation platform tailored for enterprise systems. The platform simplifies and enhances testing processes for packaged applications by utilizing process mining and AI to automatically generate test cases. This allows businesses and quality assurance teams to efficiently create additional tests using a user-friendly drag-and-drop no-code test builder. Opkey specializes in various types of testing, including load, stress, spike, and volume testing for Windows desktop, web, and mobile applications. By streamlining testing workflows, Opkey helps organizations maintain agility in their release schedules, mitigate risks, and ensure operational continuity.

TraceAir

Series B in 2024
TraceAir is a construction site development acceleration platform that offers software and services to land developers, home builders, and contractors. Its software enables users to measure, verify, and quantify construction progress during the site work stage, effectively reducing budget and timeline uncertainties. By utilizing drone technology, TraceAir provides faster, more cost-effective, and convenient monitoring compared to traditional methods. The platform connects the actual state of the construction site with the planned virtual design through a visual map-based interface, facilitating accurate and timely project execution. This capability empowers companies to better control project quality and costs, ensuring completion within budget.

SOCRadar

Series B in 2024
SOCRadar is a cloud-based Digital Risk Protection Platform that leverages artificial intelligence to enhance its cyber threat intelligence capabilities. It serves security operation teams across various sectors, including banking and e-commerce, by continuously monitoring digital assets and helping organizations understand their attack surface. The platform provides real-time alerts for exposed or imitated sensitive digital assets across a wide range of online sources, including the surface web, paste sites, code repositories, and both deep and dark web. By offering automated visibility into these areas, SOCRadar enables clients to proactively address evolving cyber threats, ultimately protecting brand reputation, employees, customers, and overall business operations.

Nectar

Series B in 2024
Nectar is an employee recognition and rewards platform built for the modern workforce. Its platform enables every team member to send meaningful recognition rooted in core values. It streamlines the incentives and maintains a connected culture regardless of whether the workforce is centralized or distributed.

Abre

Series A in 2024
Abre develops an education management platform designed to enhance outcomes within K-12 learning communities. The platform offers a suite of applications that cover learning management, school and classroom management, data analytics, and communication tools. By integrating various software solutions, Abre enables schools to streamline their operations and manage all web-based applications through a single sign-on. This approach helps eliminate data silos and equips stakeholders with the tools necessary for effective decision-making, ultimately supporting the holistic development of students.

Leasecake

Series A in 2024
LeaseCake, Inc. is a technology company specializing in commercial real estate lease management, headquartered in Winter Park, Florida. Founded in 2017, LeaseCake offers a comprehensive platform designed for the restaurant and service-based retail industries, serving as a centralized source for all lease and location information. The platform automates critical processes such as rent collections, lease renewals, tenant communications, and tracking key dates, ensuring that businesses do not miss important deadlines or make errors in rent payments. Additionally, it manages various location-related services, including leases, licenses, permits, and franchise agreements, helping tenants, brokers, and landlords streamline operations and minimize risks while fostering business growth.

Aidium

Series A in 2024
Aidium is a developer of customer relations management software tailored for mortgage lenders. The company focuses on enhancing lender performance through simplified task automation and intelligent solutions. Its software facilitates mortgage lead conversions, marketing, referrals, and enterprise management, allowing lenders to manage their operations from a streamlined dashboard. By leveraging artificial intelligence and advanced technology, Aidium aims to save time and improve return on investment for its clients in the mortgage industry.

finally

Venture Round in 2024
Finally is a fintech company whose mission is to help small & medium-sized businesses automate their accounting and finance. Finally integrates vital business functions, including bookkeeping, expense management, bill payment, and payroll, into a unified automated solution tailored for small and medium-sized businesses. Businesses spanning various industries depend on Finally to provide enhanced visibility and control over their financial and accounting operations.

Petvisor

Venture Round in 2023
Petvisor is a company that specializes in developing management and client engagement software for the veterinary and pet services industry. Its platform provides mobile-enabled technologies designed to enhance communication between pet parents and care providers. By streamlining processes such as reminders, confirmations, and targeted messaging, Petvisor helps pet service providers improve their operations and grow their businesses. Additionally, the platform facilitates online reviews and loyalty programs, thereby enhancing the overall experience for both pet service providers and pet owners. Through its innovative approach, Petvisor aims to improve the quality of life for pets by leveraging technology in pet care.

EvaluAgent

Series A in 2023
EvaluAgent is a leading provider of Workforce Engagement solutions tailored for call centers. The company develops a cloud-based platform that enhances the evaluation, coaching, and engagement of customer service and sales teams. By leveraging artificial intelligence, EvaluAgent's software aims to motivate and empower staff through innovative training and development tools. It offers a gamification system specifically designed for call centers, fostering a more engaging work environment. Additionally, EvaluAgent emphasizes a unique approach to quality and coaching, focusing on staff development and aligning with business priorities. The platform also captures multi-channel customer insights, which are essential for improving the overall customer experience.

Salonkee

Series B in 2023
Salonkee S.A. is a Luxembourg-based company founded in 2016 that operates an online platform for booking salon appointments. This software development firm specializes in customer management and point-of-sale systems tailored for the hair and cosmetics sectors. Salonkee's platform offers features such as a digital calendar, automated appointment reminders via email and SMS, and tools for stock management. It enables users to easily search for services or salons and provides a streamlined process for editing and rescheduling appointments. By combining user-friendly design with automated features, Salonkee aims to enhance the overall experience of booking beauty services while supporting business development through comprehensive management statistics and marketing tools.

Arist

Series A in 2022
Arist is a remote learning platform that enables enterprise learning and development (L&D) and human resources (HR) teams to create, deliver, and analyze message-based courses efficiently. These bite-sized learning experiences are accessible via SMS, Slack, and Microsoft Teams, making them ideal for frontline employees who may lack access to traditional learning management systems. Arist's platform supports a variety of training topics, including diversity and inclusion, compliance, sales enablement, and safety training. By streamlining the training process, Arist helps organizations save over $200 per employee annually while achieving significantly higher adoption rates compared to conventional learning methods. The platform also tracks behavior changes and performance improvements, contributing to an impressive net promoter score and enhanced learning outcomes.

Konnecto

Series A in 2022
Konnecto is a New York-based company that develops a software as a service (SaaS) platform aimed at enhancing brand engagement with customers across various social media environments. Founded in 2015, Konnecto offers a prescriptive marketing platform that provides consumer brands with daily recommendations to boost online sales by analyzing competitors' consumer journeys and identifying vulnerabilities in the path to purchase. The platform focuses on delivering consumer insights, such as preferences and attitudes, while ensuring user privacy. By collecting and analyzing data from multiple sources, Konnecto helps brands, including notable clients like Coca-Cola and MyHeritage, gain a comprehensive understanding of consumer behavior. This intelligence supports companies in crafting effective marketing campaigns and improving their overall customer engagement strategies.

Tapcheck

Series A in 2022
Tapcheck is a fintech company that provides an earned wage access platform, allowing employees to access their wages on-demand without any cost to employers. The service has been adopted by tens of thousands of employers, who have reported increased employee satisfaction and reduced turnover as a result. By offering on-demand pay and financial wellness tools, Tapcheck helps businesses enhance their competitive edge while supporting employees' financial freedom. The platform features instant transfers, low transaction fees, and does not require credit background checks, making it an accessible solution for improving both employee retention and financial wellness in the workplace.

Sales Layer

Series B in 2022
Sales Layer is a leading Product Information Management (PIM) SaaS platform that enables businesses to efficiently upload, analyze, and enhance their product data. By providing a streamlined onboarding process and user-friendly interface, Sales Layer allows teams to showcase their products across various platforms and marketplaces with minimal effort, significantly reducing the time spent on data management. The platform integrates seamlessly with major selling channels like Google, Amazon, Shopify, and Magento, allowing brands to optimize their product information for improved sales performance. Founded in 2013 and headquartered in Valencia, Spain, with an additional office in London, Sales Layer serves a diverse clientele, including notable companies such as Teka and AkzoNobel. Its services empower suppliers, manufacturers, and retailers to centralize data, automate synchronization across sales channels, and enhance their overall product content, ultimately driving revenue growth.

Tidio

Series B in 2022
Tidio is an AI-powered customer service management platform that provides a cloud-based live chat solution for businesses. It is designed to facilitate communication between companies and their customers by integrating seamlessly with websites and e-commerce platforms. The platform features live chat functionality enhanced by bots, along with integration capabilities for messenger and email services. Tidio offers a customizable interface and supports multiple languages, allowing businesses to improve customer engagement and satisfaction. By streamlining support workflows and enhancing communication, Tidio aims to help businesses boost sales and deliver exceptional customer service.

Leasecake

Series A in 2022
LeaseCake, Inc. is a technology company specializing in commercial real estate lease management, headquartered in Winter Park, Florida. Founded in 2017, LeaseCake offers a comprehensive platform designed for the restaurant and service-based retail industries, serving as a centralized source for all lease and location information. The platform automates critical processes such as rent collections, lease renewals, tenant communications, and tracking key dates, ensuring that businesses do not miss important deadlines or make errors in rent payments. Additionally, it manages various location-related services, including leases, licenses, permits, and franchise agreements, helping tenants, brokers, and landlords streamline operations and minimize risks while fostering business growth.

Dispatch

Series C in 2022
Dispatch, LLC is a technology company that has developed a visual tracking application designed to enhance delivery efficiency for suppliers, small businesses, and drivers. Founded in 2016 and headquartered in Bloomington, Minnesota, Dispatch operates additional locations in Twin Cities, Cincinnati, Kansas City, Dallas, Orlando, and Chicago. The application is accessible on both Android and iPhone devices, allowing businesses to order couriers directly from drivers. This approach eliminates traditional costs associated with vehicle ownership and driver employment, enabling companies in industries such as auto parts, construction materials, paint, and HVAC components to manage deliveries more effectively.

FinPay

Series D in 2022
FinPay is dedicated to addressing the affordability crisis in healthcare by improving the financial experience for patients. The company offers a patient finance management platform that enhances pre-care engagement, promotes financial literacy, and advocates for cost transparency. By providing affordable payment options, FinPay aims to restore consumer trust in the American healthcare system. Additionally, the platform equips healthcare providers with analytical insights to manage financial risk effectively and optimize the collection of patient financial responsibilities. Through these initiatives, FinPay seeks to create a more accessible and transparent healthcare financial landscape.

finally

Series A in 2022
Finally is a fintech company whose mission is to help small & medium-sized businesses automate their accounting and finance. Finally integrates vital business functions, including bookkeeping, expense management, bill payment, and payroll, into a unified automated solution tailored for small and medium-sized businesses. Businesses spanning various industries depend on Finally to provide enhanced visibility and control over their financial and accounting operations.

Luma Health

Series C in 2021
Luma Health Inc. is a San Francisco-based company that specializes in developing a patient engagement platform aimed at enhancing the connection between healthcare providers and patients. Founded in 2015, the platform facilitates smart scheduling and referral management while offering features such as appointment reminders, mobile patient intake, and care pathways. It enables healthcare systems and clinics to keep their schedules full and supports patient adherence to care plans. Additionally, Luma Health provides tools for patient communication and analytics, ensuring that healthcare providers can deliver continuous care and improve treatment outcomes. The company emphasizes a modern, mobile-first approach to patient engagement.

Cloudbeds

Series D in 2021
Cloudbeds is a hospitality management software developer headquartered in San Diego, California, founded in 2012. The company offers an integrated, cloud-based platform designed to simplify operations for independent hoteliers and hosts. Its all-in-one hotel management system provides real-time, two-way integration with various distribution channels, alongside property, payment, and revenue management services. By empowering clients in the hospitality industry with advanced technology, Cloudbeds enables them to enhance revenue, streamline operations, and improve guest experiences.

Rallyware

Venture Round in 2021
Rallyware, Inc. develops a performance enablement platform that focuses on workforce engagement for a variety of organizations, including enterprises, direct selling companies, and nonprofits. The company provides a suite of solutions tailored for different sectors, such as Rallyware for Direct Selling, which enhances distributor retention and sales productivity, and Rallyware for Sales Enablement, aimed at engaging representatives. Additional offerings include solutions for franchise management, human resources, corporate citizenship, and brand ambassadorship, all designed to promote training, onboarding, and active participation. Rallyware's platform utilizes algorithms to connect business goals with workforce performance data, delivering personalized training and business activities at optimal times. Founded in 2012 and based in San Francisco, California, Rallyware was previously known as Rallyt, Inc. before its name change in 2013.

Simfoni

Series B in 2021
Simfoni is a digital solutions provider specializing in spend analytics and automation for global enterprises. The company offers advanced software products, including Virtuosi, which utilizes machine learning to analyze client and external data for actionable insights, and Vitesse, a platform designed for tail spend management that simplifies the procurement of complex products and services. Additionally, Simfoni provides Sourceforce, a solution focused on managing sourcing projects and tracking financial savings. By leveraging artificial intelligence and automation, Simfoni enhances the procurement process, enabling clients to streamline workflows, improve vendor diversity, and achieve their corporate social responsibility objectives. Headquartered in Chicago, Illinois, Simfoni also has offices in London, Abu Dhabi, and Melbourne, allowing it to serve a diverse international client base effectively.

ShipHawk

Series B in 2021
ShipHawk, headquartered in Santa Barbara, California, specializes in shipping software tailored for high-volume shippers. The company offers a solution that automates order fulfillment and streamlines logistics operations, allowing businesses to gain control over their warehouse processes. ShipHawk's software features multi-carrier rating, dispatch capabilities, and document generation, which helps users obtain accurate shipping costs and eliminates the need for manual quoting. By optimizing shipping operations, ShipHawk enables businesses to enhance efficiency and reduce costs associated with order fulfillment.

Vyond

Venture Round in 2021
Vyond is a cloud-based animation platform that enables users across various industries and skill levels to create engaging and dynamic video content. Founded in 2007 as GoAnimate, Vyond has served over 12 million registered users worldwide, facilitating the creation of more than 22 million videos. The platform allows users to produce character-driven stories and compelling data visualizations, making it accessible for both large organizations and small businesses. Vyond's user-friendly features are designed to help individuals and teams transform their ideas into impactful media, all while maintaining cost-effectiveness in video production.

Fuel50

Series B in 2021
Fuel50, operating as Career Engagement Group, is a developer of an AI-powered career pathing platform designed to enhance employee engagement and retention. Founded in 2011 and based in Laguna Niguel, California, the platform allows employees to map their career trajectories, discover growth opportunities, and connect with mentors and colleagues. It focuses on internal talent mobility and workforce reskilling, utilizing ethical AI to match employees with opportunities in real-time. This cloud-based solution also provides organizations with data insights for predictive talent and workforce planning. Fuel50 has demonstrated significant impacts for its users, including increased lateral movement, improved internal recruitment, and reduced employee turnover, thereby positioning itself as a key player in workforce optimization and development.

Ecwid

Venture Round in 2020
Ecwid, Inc. is an e-commerce platform that enables small businesses to create and manage online stores seamlessly integrated into their existing websites, social media, and marketplaces. Founded in 2009 and based in Ulyanovsk, Russia, Ecwid provides a user-friendly dashboard for centralized inventory, order management, and pricing. Its solutions allow merchants to unify their offline and online sales through point-of-sale integration, enabling sales from various devices at any location. The platform supports rapid establishment of digital storefronts, allowing users to start selling within hours. Additionally, Ecwid offers access to major marketplaces like Amazon and Google, as well as advertising capabilities on social media channels such as Instagram and Facebook, making it easier for small businesses to reach their customers effectively.

Cloudbeds

Series C in 2020
Cloudbeds is a hospitality management software developer headquartered in San Diego, California, founded in 2012. The company offers an integrated, cloud-based platform designed to simplify operations for independent hoteliers and hosts. Its all-in-one hotel management system provides real-time, two-way integration with various distribution channels, alongside property, payment, and revenue management services. By empowering clients in the hospitality industry with advanced technology, Cloudbeds enables them to enhance revenue, streamline operations, and improve guest experiences.

Oaky

Series A in 2020
Oaky is a software platform designed to enhance revenue generation for hotels through hyper-personalized upselling services. By leveraging segmentation, personalization, and dynamic pricing, Oaky enables hotels to offer tailored upgrades and services to their guests, thereby maximizing the average spend per visitor. The platform facilitates real-time communication between hoteliers and guests, allowing for the automatic delivery of personalized offers to arriving guests. Additionally, it provides a commission-free environment where guests can book tickets, order food, and reserve hotel amenities online. Oaky has established itself as a trusted partner for innovative hotels, groups, and chains worldwide, earning recognition as the Best Upselling Software by Hotel Tech Report for five consecutive years.

Yodeck

Venture Round in 2020
Yodeck is a digital signage platform that enables remote management of screens via web or mobile applications. Users can create and schedule playlists that include various content types, such as images, videos, YouTube clips, and web pages, as well as a selection of widgets like text scrollers, weather updates, and social media feeds. The platform simplifies the process of combining different content types and designing visually appealing layouts. Yodeck's technology is built on Raspberry Pi, with options to obtain the device for free through an annual plan or to use existing Raspberry Pi units. This service allows organizations to effectively communicate with their customers, employees, and community members.

Qwil

Series B in 2019
Qwil PBC operates a payment management platform tailored for independent contractors, freelancers, and small businesses, founded in 2015 and based in San Francisco, California. The platform offers financial tools that allow users to track, collect, and manage their earnings efficiently. It features an application that enables users to access their funds before receiving payment for their services, facilitating early cash access through an advance on earned amounts. By providing these financial solutions, Qwil helps freelancers and small enterprises manage their cash flow effectively, enhancing workforce recruitment and retention without placing additional strain on the client's financial resources.

Luma Health

Series B in 2019
Luma Health Inc. is a San Francisco-based company that specializes in developing a patient engagement platform aimed at enhancing the connection between healthcare providers and patients. Founded in 2015, the platform facilitates smart scheduling and referral management while offering features such as appointment reminders, mobile patient intake, and care pathways. It enables healthcare systems and clinics to keep their schedules full and supports patient adherence to care plans. Additionally, Luma Health provides tools for patient communication and analytics, ensuring that healthcare providers can deliver continuous care and improve treatment outcomes. The company emphasizes a modern, mobile-first approach to patient engagement.

Stylitics

Series B in 2019
Stylitics, Inc. is a New York-based company specializing in outfitting and styling technology for retailers. Incorporated in 2011, it operates a cloud-based software-as-a-service (SaaS) platform that automates and distributes visual content at scale. Stylitics provides fashion analytics tools that enable brands and retailers to create and manage stylish content effectively. Its platform offers features such as daily outfit and product recommendations, closet management tools, and access to expert advice and virtual stylists. By integrating shoppable outfits into e-commerce and mobile storefronts, Stylitics helps retailers enhance customer engagement, increase conversion rates, and boost average order values. The company operates as a subsidiary of The NPD Group, Inc.

JRNI

Series C in 2019
JRNI Limited operates an appointment and event-booking platform designed to enhance the management of real-time appointments across various channels, including online, mobile, in-store, and call centers. The platform serves a diverse clientele, including small and mid-sized service businesses, large enterprises in sectors such as retail and finance, and government organizations. JRNI provides tools that allow users to manage bookings, gain insights into consumer behavior and business trends through its analytics offerings, and facilitate personalized experiences at scale. By leveraging an artificial intelligence-driven engine, it supports appointment scheduling, virtual queuing, and event management, ultimately fostering stronger customer relationships and improving satisfaction and loyalty. Founded in 2007 and headquartered in London, JRNI has additional offices in Manchester, New Hampshire, Boston, Massachusetts, Washington, Virginia, and Sydney, Australia. The company was previously known as BookingBug Limited until its name change in May 2019.

XOi Technologies

Series C in 2019
XOi Technologies specializes in developing innovative firmware and software solutions for wearable devices tailored for blue-collar industries, particularly in field service sectors such as electrical, mechanical, and plumbing. The company's flagship offerings include the XOEye Vision Cloud, a mobile device management platform that facilitates enterprise wearable computing, and the XOEye Vision Runtime Environment, which supports interaction with wearable applications through touch, voice, and gestures. Additionally, XOi Technologies provides a range of modules for enterprise management, as well as the XOEye Vision Telepresence system for enhanced communication infrastructure. Their technology also encompasses XOne, a portable device that delivers real-time video and audio instructions between suppliers and technicians. By leveraging advanced technologies like natural language processing, machine learning, and computer vision, XOi Technologies aims to streamline workflows, improve documentation, and enhance customer transparency in field service operations. Founded in 2010 and headquartered in Nashville, Tennessee, the company was formerly known as XOEye Technologies, Inc.

Fuel50

Series B in 2019
Fuel50, operating as Career Engagement Group, is a developer of an AI-powered career pathing platform designed to enhance employee engagement and retention. Founded in 2011 and based in Laguna Niguel, California, the platform allows employees to map their career trajectories, discover growth opportunities, and connect with mentors and colleagues. It focuses on internal talent mobility and workforce reskilling, utilizing ethical AI to match employees with opportunities in real-time. This cloud-based solution also provides organizations with data insights for predictive talent and workforce planning. Fuel50 has demonstrated significant impacts for its users, including increased lateral movement, improved internal recruitment, and reduced employee turnover, thereby positioning itself as a key player in workforce optimization and development.

Cognism

Series B in 2019
Cognism is a sales intelligence platform that offers an end-to-end solution for sales organizations to enhance their prospecting efficiency. Founded in 2015 and headquartered in London, the company utilizes artificial intelligence and machine learning to enrich customer relationship management (CRM) records, identify trends, and streamline lead generation. Cognism’s platform provides B2B sales teams with a comprehensive blend of real-time data on companies, individuals, and industry events, enabling them to identify and engage potential opportunities more effectively. The service integrates seamlessly with major CRM and email systems, allowing clients to manage their databases and access high-quality, real-time sales data. With additional offices in the USA, Macedonia, and Croatia, Cognism is focused on helping businesses grow and scale their sales processes through innovative technology.

ReviewTrackers

Series B in 2019
ReviewTrackers is a customer feedback software company founded in 2012 and headquartered in Chicago, Illinois. The platform is designed to help businesses measure and enhance the customer experience by collecting review data from various sites. It provides tools for generating new reviews, responding to customer feedback, and gaining valuable insights to inform decision-making. Key features include review notifications, a centralized management dashboard, reporting and analytics, and consumer engagement surveys. By enabling enterprises to listen to their customers and understand their needs, ReviewTrackers assists organizations in saving time and resources while focusing on improving customer satisfaction and loyalty.

MindBridge

Series B in 2019
MindBridge Analytics Inc. is a Canadian FinTech company specializing in financial analytics software. The company leverages machine learning and artificial intelligence to identify anomalous patterns in financial activities, uncovering both unintentional errors and intentional misstatements. Its flagship product, the MindBridge AI Auditor, is designed for audit, assurance, and commercial enterprises, enabling organizations to analyze financial datasets effectively. By providing risk-weighted analysis and deep insights into monetary flows, MindBridge helps companies enhance their controls and improve decision-making processes, ultimately minimizing financial loss across various industries.

Zingle

Venture Round in 2019
Zingle, a software solution acquired by Medallia in 2019, enables businesses to communicate with customers through texting and other mobile messaging channels. Founded in 2009 and based in Carlsbad, California, Zingle's cloud-based platform allows users to send text requests directly to businesses, which are then automatically printed and logged. The company's solution supports various industries, including hospitality, food, and parking, by providing tools for instant, actionable customer service. Over 2,000 businesses, such as Hyatt, Whole Foods, Marriott, and ZipCar, utilize Zingle's technology to engage with customers in the mobile messaging era.

PetDesk

Series B in 2019
PetDesk is a SaaS appointment and reminder platform helping pet services providers grow their business by supplying their clients with a single app to manage their pet's lives. Vets, groomers, and boarders pay a monthly subscription fee to receive appointment requests and send automated reminders from their own branded experience on the PetDesk App. They see lowered office stress due to fewer calls in a day, higher profitability due to fewer no shows, and higher revenue due to more frequent return visits. Clients download the app and add all of their providers for easier access, managed scheduling, and a single source to track all of their pet's information. PetDesk is a product of Locai, a mobile software development company building big business enterprise solutions for small local business owners.

Inference Solutions

Series A in 2018
Inference Solutions Inc. is a provider of cloud-based Intelligent Virtual Agent (IVA) platforms, specializing in advanced self-service applications across various communication channels, including voice, chat, and messaging. Founded in 2011 and headquartered in San Francisco, the company offers a code-free solution called Inference Studio, which allows organizations to design and deploy interactive voice response and call-handling systems without technical expertise. Its platform is utilized by over 550 organizations across diverse sectors and is distributed through prominent telecommunications carriers and contact center providers. Inference Solutions is recognized for enabling service providers to enhance their offerings and generate additional revenue through value-added services.

Cordial

Series B in 2018
Cordial is a developer of a cross-channel messaging and data platform that empowers marketers to deliver personalized and emotionally intelligent messages to their customers. The platform enables businesses to collect, normalize, and activate real-time data from various sources within their technology stack, allowing for tailored communication that adapts to changing customer signals. By consolidating technology and eliminating data silos, Cordial helps over 200 brands, including 1-800 Contacts, La Quinta, and Revolve, create engaging brand experiences that enhance customer interactions and drive revenue. The platform facilitates real-time messaging based on customer behavior, enabling brands to connect meaningfully with consumers across all digital devices.

GroupBy

Series B in 2018
GroupBy Inc. is a technology company specializing in cloud-based e-commerce software solutions. Founded in 2013 and headquartered in Toronto, Canada, with an additional office in Austin, Texas, GroupBy offers a comprehensive Product Discovery Platform that utilizes advanced features such as data enrichment, search, recommendations, personalization, and merchandising. The platform is powered by Google Cloud Vertex AI Search for Retail, allowing businesses to enhance customer engagement through optimized search and navigation capabilities. GroupBy also provides services for multi-site management, search engine optimization, and knowledge management, as well as consulting and training services to support clients in implementation and user experience design. The company serves a diverse clientele across the United States, Canada, Europe, and parts of Asia through authorized resellers, catering to both large-scale B2B configurations and high-volume B2C scenarios.

JRNI

Series C in 2018
JRNI Limited operates an appointment and event-booking platform designed to enhance the management of real-time appointments across various channels, including online, mobile, in-store, and call centers. The platform serves a diverse clientele, including small and mid-sized service businesses, large enterprises in sectors such as retail and finance, and government organizations. JRNI provides tools that allow users to manage bookings, gain insights into consumer behavior and business trends through its analytics offerings, and facilitate personalized experiences at scale. By leveraging an artificial intelligence-driven engine, it supports appointment scheduling, virtual queuing, and event management, ultimately fostering stronger customer relationships and improving satisfaction and loyalty. Founded in 2007 and headquartered in London, JRNI has additional offices in Manchester, New Hampshire, Boston, Massachusetts, Washington, Virginia, and Sydney, Australia. The company was previously known as BookingBug Limited until its name change in May 2019.

Kenna Security

Series C in 2018
Kenna Security, Inc. is a technology company that specializes in vulnerability management and risk intelligence solutions. Founded in 2009 and headquartered in San Francisco, with an additional office in Chicago, Kenna offers a platform that helps organizations prioritize vulnerabilities, assess risks, and automate their analysis. This platform leverages Cyber Risk Context Technology to measure and predict cyber risks, enabling security teams to focus on the most critical issues. Kenna serves a diverse range of sectors, including media, healthcare, telecommunications, financial services, and transportation, both in the United States and internationally. With a customer base that includes many Fortune 100 companies, Kenna's solutions facilitate cross-functional collaboration to proactively address cyber threats and enhance overall security efficacy.

Cloudbeds

Series B in 2017
Cloudbeds is a hospitality management software developer headquartered in San Diego, California, founded in 2012. The company offers an integrated, cloud-based platform designed to simplify operations for independent hoteliers and hosts. Its all-in-one hotel management system provides real-time, two-way integration with various distribution channels, alongside property, payment, and revenue management services. By empowering clients in the hospitality industry with advanced technology, Cloudbeds enables them to enhance revenue, streamline operations, and improve guest experiences.

Epignosis

Venture Round in 2017
Epignosis LLC is a learning technology company based in San Francisco, California, founded in 2012. The company specializes in providing learning and talent development solutions tailored for organizations and enterprises. Its product suite includes TalentLMS, a cloud-based learning management system that facilitates effective online training; eFront, an enterprise-focused learning management platform; and TalentCards, a mobile application designed for microlearning and micro-certifications. Epignosis aims to democratize learning by making advanced eLearning technology accessible and affordable, focusing on creating user-friendly and robust tools that enhance organizational training efforts. The company's commitment to empathy, integrity, diversity, and simplicity underpins its approach to developing solutions that meet the diverse needs of modern organizations.

Kenna Security

Series B in 2016
Kenna Security, Inc. is a technology company that specializes in vulnerability management and risk intelligence solutions. Founded in 2009 and headquartered in San Francisco, with an additional office in Chicago, Kenna offers a platform that helps organizations prioritize vulnerabilities, assess risks, and automate their analysis. This platform leverages Cyber Risk Context Technology to measure and predict cyber risks, enabling security teams to focus on the most critical issues. Kenna serves a diverse range of sectors, including media, healthcare, telecommunications, financial services, and transportation, both in the United States and internationally. With a customer base that includes many Fortune 100 companies, Kenna's solutions facilitate cross-functional collaboration to proactively address cyber threats and enhance overall security efficacy.

Cyara

Series A in 2016
Cyara is a company that specializes in automated customer experience (CX) assurance, providing a comprehensive platform for monitoring and testing various communication channels, including voice, web, chatbots, video, and WebRTC. Its technology enables organizations to simulate real-world customer interactions, ensuring that enterprises and solution providers can deliver seamless and high-quality experiences. By facilitating automated testing and monitoring of both voice and digital channels, Cyara helps businesses innovate rapidly in response to customer expectations, ultimately leading to improved customer satisfaction and superior business outcomes.

MindTouch

Series A in 2016
MindTouch, Inc. is a developer of cloud-based software solutions that enhance customer self-service experiences and improve customer engagement. Founded in 2004 and based in San Diego, California, the company specializes in transforming product and help content into interactive online resources that foster customer expertise and advocacy. Its offerings include a web-based authoring and publishing solution that allows users to manage content permissions, an adaptive search engine that indexes various forms of content, and tools for integrating ticketing systems to streamline support processes. MindTouch also provides behavioral analytics to inform content strategies and a contextual help system for web applications. The platform is designed to increase customer satisfaction while driving sales and product adoption across various industries, including technology, healthcare, finance, and education.

TSOLife

TSOLife Inc. is a technology startup based in Tampa, Florida, founded in 2014. The company develops a platform aimed at senior care living organizations, enabling them to capture, preserve, and share the life stories of seniors. By leveraging artificial intelligence and a user-friendly interface, TSOLife's platform digitizes resident profiles and provides actionable insights to enhance decision-making within the community. This approach not only helps assisted living organizations improve data capture but also enriches the lives of seniors by personalizing their care and celebrating their rich histories for future generations.
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