Peterson Partners

SchoolAI is a classroom with AI-powered tools that helps schools embrace AI tech for students, teachers, and school leaders. The company aims to magnify the humanity in every school, creating tighter relationships between teachers, students, school leaders, and the local community and help schools with professional development to adopt AI to supercharge teachers in their classrooms, empower students for an AI-driven world, and give everyone in the building a more personal experience. Its headquarters is located in Lehi, Utah.

At DiversiFi we provide 3PLs with software that helps them modernize the way they bill, bid, and process shipments. 3PLs who use DiversiFi boost their margins an average of 28% and increase their close rates by 2x on new business. How we help: We provide 3PLs with the lowest shipping costs and AI that maximizes profitability on markups. We make your 3PL look like a rockstar with your clients. When your 3PL wins, your clients win. What customers are saying: > “DiversiFi has given us the sophistication we need to maximize markups, win new customers, and improve our shipping rates. It’s truly modernized our biggest profit center: shipping” > “What’s unique about DiversiF is how many team members from different departments get value from their software. From sales, to carrier operations, accounting, and C level. It’s rare to see AI applied in a specific use case that’s so valuable.”

Clutch provides solutions for transforming Credit Unions into modern FinTechs, focusing on loan and deposit onboarding. The company addresses inefficiencies in traditional banking by offering tailored digital experiences that improve member satisfaction and operational efficiency.

Gloss Ventures operates a creator-fueled, omni-channel brand platform designed for global scaling. Its platform combines creator marketing, social commerce, and omnichannel capabilities to help consumer brands achieve fast, sustainable growth through optimized retail strategies. The company offers customized solutions aligned with the needs of both customers and brands and uses a cross-channel commerce engine to diversify growth and drive profitability across its brand portfolio. By leveraging creator-generated content and cross-platform commerce, Gloss Ventures aims to accelerate scale for diverse markets and enable efficient execution of growth initiatives.

Mobly is the first event-agnostic lead capture, enrichment and engagement app. Users can snap a photo of any attendee badge or business card, and have that person's contact info instantly enriched (25+ fields) and pushed to their CRM. THey can then follow up via text, email, phone or social from the app, and the activity actually logs back to the CRM. No card/badge? No problem. SImply search name + company in the search bar for the same result.

Leland is a coaching marketplace that connects individuals with professional coaches, curated content, and courses to support educational and career objectives. The platform focuses on helping users prepare for standardized tests such as the SAT, ACT, GMAT, and GRE, as well as facilitating transitions into fields like private equity, product management, investment banking, and technology. Clients can find mentors tailored to their budget, background, and goals, and receive personalized guidance to develop the skills needed for success. Leland operates on a transaction‑fee model based on the fees paid by clients to coaches.

Two Boxes specializes in a returns processing platform for e-commerce, focusing on maximizing the value of returned products while minimizing environmental impact. Its platform enables brands to efficiently manage and resell returned inventory sustainably.

Rising Team is a software company specializing in employee engagement tools. Its platform facilitates interactive workshops and AI-driven coaching, offering customizable sessions, leadership training content, progress tracking, and resources to enhance team collaboration and effectiveness.

Videra Health is a digital health technology company that specializes in scalable healthcare solutions. Its platform facilitates remote patient monitoring and enhances healthcare interactions through automated clinical workflows such as screenings, evaluations, and follow-ups. By utilizing asynchronous video, artificial intelligence, and automation, Videra Health allows clinicians to significantly increase their efficiency and reach, offering valuable insights into patient health. The platform supports a wide range of services, including mental health checkups, behavioral health integration, pain management, and outcomes tracking. By leveraging advanced technology, Videra Health aims to improve patient care and streamline healthcare processes, enabling providers to manage multiple patients simultaneously and effectively.

Chiyo is a maternal nutrition company specializing in customized meal delivery services tailored for fertility, pregnancy, and postpartum periods. It focuses on providing essential nutrients to ensure optimal birth outcomes and promote overall maternal health.

Tiny Health is a prominent microbiome health platform focused on addressing chronic health conditions and optimizing overall well-being. The company offers innovative at-home microbiome testing kits, including the Gut Health Test specifically designed for pregnant mothers and their babies, as well as tests for older children and adults and Vaginal Health Tests. By utilizing shotgun metagenomics, Tiny Health provides families with personalized insights into their gut and vaginal microbiomes, allowing them to make informed dietary and lifestyle changes. To date, approximately 30,000 families have relied on Tiny Health's expertise to correct microbiome imbalances and enhance health outcomes, with many experiencing significant symptom reduction or even reversal of chronic conditions. The team at Tiny Health comprises leading scientists and medical professionals from prestigious institutions, ensuring a strong foundation in evidence-based health solutions.

Mobly is the first event-agnostic lead capture, enrichment and engagement app. Users can snap a photo of any attendee badge or business card, and have that person's contact info instantly enriched (25+ fields) and pushed to their CRM. THey can then follow up via text, email, phone or social from the app, and the activity actually logs back to the CRM. No card/badge? No problem. SImply search name + company in the search bar for the same result.

Anatomy Financial specializes in streamlining financial operations for healthcare organizations that bill insurance. Their core offering is an AI-driven platform that automates financial workflows, including automated conversion of Explanation of Benefits (EOBs), intelligent reconciliation, and a modern healthcare lockbox system. This platform integrates and analyzes bank, claims, and accounting data in real-time, providing actionable financial insights and automating reconciliation processes. By doing so, Anatomy Financial enables healthcare providers to focus more on patient care.

Casca is a breakthrough, AI-native software solution for small business and commercial loan origination. From application to closing, Casca dramatically improves the borrower, broker and banker experiences!

Tava Health, Inc. is a mental telehealth platform that provides comprehensive mental health services to individuals and their families. Founded in 2019 and based in Salt Lake City, Utah, Tava Health enables users to undergo assessments, connect with therapists, and access therapy and medication services for various mental health challenges, including anxiety, depression, addiction, trauma, and relationship issues. The platform facilitates real-time access to mental health care through self-scheduled online video chats and secure text messaging, allowing patients to receive support in a comfortable environment without the need for in-person visits. By offering a technology-driven mental health benefit, Tava Health aims to enhance emotional well-being and promote healthier minds.

Intelizen is a technology company that specializes in AI-driven contract management software. It helps businesses automate and streamline their contract processes by converting static contracts into a dynamic, searchable system of record. This enables companies to track and manage their contracts more efficiently, reducing manual errors and missed revenue opportunities. The platform offers features such as swift contract negotiations, centralized contract storage, automated workflows, and intelligent reporting. By using Intelizen, businesses can improve their contract lifecycle management, ensuring they stay true to their contractual obligations and maximizing revenue.

49 Mile Ventures build orthodontic service organization to help provide the resources you need to recognize personal, professional, and financial growth.

Lifeforce develops, produces, and sells cosmetics, sun protection products, food supplements, and micronutrients, and operates a clinically integrated health optimization platform. It offers a digital fitness program that provides personalized nutrition for midlife individuals. The platform uses quarterly blood-work review by a medical doctor to diagnose results and tailor a balanced nutrition plan, along with performance guidance for biology, goals, and daily life, enabling users to pursue body transformation through a structured diet routine.

Griptape is a developer-focused company that offers a modular open-source framework designed for large language model (LLM) applications. This enterprise-grade Python framework enables developers to create AI agents, sequential LLM pipelines, and complex workflows with an emphasis on safety and reliability. Griptape's platform features a composable architecture, which simplifies the development of intricate AI applications by providing a wide array of tools and libraries for data access and manipulation. Additionally, the framework incorporates strict security measures, including trust boundaries and schema validation, ensuring that developers can harness the potential of LLMs effectively and securely.

Solidcore operates a chain of fitness studios that focuses on full-body, low-impact, high-intensity workout sessions. These classes are designed to engage participants through a variety of movements, including squats, planks, and lunges, utilizing slow, controlled, weighted movements to effectively challenge and tone the body. By emphasizing constant tension and muscle engagement, Solidcore workouts aim to break down muscle fibers, allowing them to rebuild stronger and leaner. The studios foster a supportive and motivating environment, promoting personalized attention and accountability among participants while maintaining a sense of community.

Sora offers an automated finance tool aimed at assisting families in obtaining personalized rates for various loans, including mortgages, auto loans, and student loans. The platform analyzes users' existing liabilities and recommends refinancing options or consolidation strategies to enhance debt management. By visualizing clients' debt structures and prioritizing repayment plans, Sora enables users to streamline their financing processes, ultimately helping them minimize their overall debt burdens.

Rebuy is an omnichannel personalization platform designed to enhance the online shopping experience by increasing sales and conversions. It offers an automated, data-driven solution that enables merchants to implement upselling, cross-selling, and personalized product recommendations through its API. By utilizing prebuilt personalization workflow objects or creating custom workflows, merchants can significantly improve their online store's performance. Rebuy integrates with various popular e-commerce applications, such as ReCharge, Klaviyo, and Yotpo, supporting a range of innovative brands. The platform focuses on transforming user interactions into revenue-generating actions, allowing e-commerce sellers to boost order values and improve customer retention through tailored user experiences and conversion tracking.

Glowbar is a New York-based beauty company established in 2019 that specializes in providing efficient, 30-minute skincare treatments. The company focuses on delivering targeted care through a no-fluff approach that emphasizes results. Each treatment is administered by expertly trained estheticians, utilizing standardization technology to ensure consistent quality. Glowbar employs a survey and algorithm to tailor customized, evidence-based treatments for clients, helping them achieve healthy, rejuvenated, and glowing skin. By offering a streamlined alternative in the fragmented facial industry, Glowbar aims to create a positive environment that prioritizes effective skincare solutions.

SaVia Health, founded in 2022 and based in Charlotte, North Carolina, specializes in developing healthcare software that enhances the coordination between physicians and care teams in hospital settings. The company focuses on providing intelligent in-electronic medical record support that is intuitive and flexible, enabling clinicians to create manageable and predictable workflows. By offering real decision support at the point of care, SaVia Health aims to ensure that patients receive the appropriate care at the right time, even within complex medical processes. Their solutions are designed to improve patient outcomes while also controlling healthcare costs.

Particl provides real-time market research and analytics for e-commerce businesses. It offers precise data on over 70K+ online retail sites worldwide, helping users optimize pricing, forecast trends, and monitor competitors to enhance their market share.

Oops is a venture-backed startup founded in 2022 and based in Salt Lake City, Utah. The company provides an online platform that simplifies the process of returning products by offering doorstep services for packing, taping, labeling, and transporting items. By streamlining returns, Oops enables individuals to manage their returns conveniently from home, saving them time, effort, and resources.

Trendsi is an online fashion business-to-business marketplace that simplifies the process for sellers to establish and expand their ventures by offering wholesale inventory. The company leverages advanced technology and a robust supply chain to enable individuals to launch and grow their businesses with minimal risk. Trendsi eliminates the need for upfront inventory or subscription costs, providing a comprehensive platform for accessing quality merchandise at competitive prices. Through its innovative approach, Trendsi supports budding entrepreneurs in the fashion industry, making it accessible for them to navigate the complexities of e-commerce efficiently.

Zartico is a provider of a destination operating system and data intelligence platform that helps destination management organizations make data-driven decisions to support marketing, community development, and sustainability. The platform combines analytics, visualizations, and contextual insights to generate benchmarking and analytical services aimed at elevating the well-being of global communities. Founded in 2019 and based in Salt Lake City, Utah, Zartico focuses on turning diverse data into actionable intelligence for planning and performance improvements.

Roster is a brand engagement platform that drives sales and awareness through word-of-mouth marketing. It assists brands in nurturing and growing their brand community into a strong sales channel, allowing them to diversify their revenue and become less reliant on paid advertising. The Roster platform connects brands with people who are already talking about their brand or those who will with the right nudge. As a result, there is more engagement, referred sales, and a more connected community. Roster was founded in 2017 and is based in Utah.

Black Mountain Software specializes in providing software solutions for local governments. Its product suite includes municipal accounting, utility billing, and school district accounting software, helping clients enhance operational efficiency to better serve their communities.

Grain is a company offering an AI-powered meeting insights and notetaking platform designed to help teams understand and communicate customer needs. The platform records and transcribes meetings, interviews, and calls, and enables clipping and tagging of important moments. It provides customizable note-taking templates, identifies action items with assignees, and helps draft concise follow-up emails. Grain also integrates with CRM systems to sync notes and data, supporting alignment across customer-facing and internal discussions and improving meeting productivity. It's aimed at customer-focused roles, enabling users to capture, organize, and share insights from research and sales conversations. It reduces manual note-taking and delivers searchable recordings and highlights for easier follow-up and decision making. The product emphasizes automated transcripts, clips, and summaries to streamline post-meeting workflows.

NyquistAI is a developer of a global data platform that specializes in transforming unstructured life science data into actionable insights. By leveraging advanced machine learning technology, NyquistAI connects various data sources, including global clinical trials and real-world information, to offer a comprehensive view of the Medtech landscape. The platform is designed to help healthcare professionals access and compile critical life science data, enabling them to make informed decisions in research and business strategy development. NyquistAI aims to provide a customizable experience that equips users with credible, up-to-date content and expertise throughout the entire innovation lifecycle, thereby facilitating enhanced research and the identification of new opportunities within the life sciences sector.

ITSRAPID is a developer of a content creation and customization platform designed for cross-retailer applications. The platform utilizes artificial intelligence to provide various tools, including a banner builder, image builder, video creator, email builder, NFT creator, and text builder. By offering these capabilities, ITSRAPID enables businesses to enhance their workflows across multiple retail channels, significantly accelerate their time to revenue, and reduce overall operating costs.

Oops is a venture-backed startup founded in 2022 and based in Salt Lake City, Utah. The company provides an online platform that simplifies the process of returning products by offering doorstep services for packing, taping, labeling, and transporting items. By streamlining returns, Oops enables individuals to manage their returns conveniently from home, saving them time, effort, and resources.

Pupford LLC, established in 2017 and headquartered in American Fork, Utah, specializes in providing educational resources and products for dog owners. The company offers training videos focused on nutrition, companionship, and obedience, aiming to foster healthy relationships between pets and their owners. In addition to its video content, Pupford sells dog chews, food, and other related products, with services also available via a mobile application. Its mission is to empower pet owners to raise well-behaved dogs and cultivate healthier, happier relationships through effective training methods and quality products.

Tilled, Inc. is a payments platform based in Boulder, Colorado, that specializes in providing a PayFac-as-a-Service solution for B2B independent software vendors (ISVs). Founded in 2019, Tilled enables software companies to seamlessly integrate payment processing into their applications through modern APIs and SDKs. This turnkey system allows clients to start monetizing payments without incurring upfront costs or the need for additional personnel. By handling the complexities of regulatory compliance and associated liabilities, Tilled simplifies the payment facilitation process, allowing software vendors, marketplaces, and SaaS providers to focus on their core operations while generating revenue from credit card processing.

Nomad Labs, Inc. is a property management company based in Denver, Colorado, founded in 2019. The firm specializes in providing comprehensive services for small rental property owners, including the calculation of rental income, signing of lease agreements, and tenant placement. Nomad offers a unique solution by guaranteeing monthly rental income, thus alleviating concerns related to vacancy and delinquency costs. In addition to their core services, the company also provides homeowners with assistance in buying and selling properties, as well as access to financial products. For residents, Nomad enhances the rental experience through professionalism and added benefits, creating a more favorable renting environment.

Local Locker is a warehousing company that provides storage services and private storage space for goods. It offers secure and reliable storage at affordable rates, including convenient options for storage where people live and work, with contactless move-ins on a month-to-month lease to save time and money on storage.

Trendsi is an online fashion business-to-business marketplace that simplifies the process for sellers to establish and expand their ventures by offering wholesale inventory. The company leverages advanced technology and a robust supply chain to enable individuals to launch and grow their businesses with minimal risk. Trendsi eliminates the need for upfront inventory or subscription costs, providing a comprehensive platform for accessing quality merchandise at competitive prices. Through its innovative approach, Trendsi supports budding entrepreneurs in the fashion industry, making it accessible for them to navigate the complexities of e-commerce efficiently.

OneShield, Inc. specializes in providing business software solutions to the global insurance industry, focusing on property, casualty, and general insurance. Its offerings include enterprise-class solutions for policy, billing, claims, and rating management, as well as tools for managing general agencies and third-party administrators. OneShield's Transaction Engine Service Layer is a cloud-hosted, As-A-Service platform that implements a collection of vendor-independent service-oriented architecture web services. The company also provides implementation, client support, training, and cloud services. With headquarters in Marlborough, Massachusetts, and offices in Australia, Canada, and India, OneShield serves clients across various insurance markets, aiming to automate and simplify core systems' complexities.

Rebuy is an omnichannel personalization platform designed to enhance the online shopping experience by increasing sales and conversions. It offers an automated, data-driven solution that enables merchants to implement upselling, cross-selling, and personalized product recommendations through its API. By utilizing prebuilt personalization workflow objects or creating custom workflows, merchants can significantly improve their online store's performance. Rebuy integrates with various popular e-commerce applications, such as ReCharge, Klaviyo, and Yotpo, supporting a range of innovative brands. The platform focuses on transforming user interactions into revenue-generating actions, allowing e-commerce sellers to boost order values and improve customer retention through tailored user experiences and conversion tracking.

Tava Health, Inc. is a mental telehealth platform that provides comprehensive mental health services to individuals and their families. Founded in 2019 and based in Salt Lake City, Utah, Tava Health enables users to undergo assessments, connect with therapists, and access therapy and medication services for various mental health challenges, including anxiety, depression, addiction, trauma, and relationship issues. The platform facilitates real-time access to mental health care through self-scheduled online video chats and secure text messaging, allowing patients to receive support in a comfortable environment without the need for in-person visits. By offering a technology-driven mental health benefit, Tava Health aims to enhance emotional well-being and promote healthier minds.

Particl provides real-time market research and analytics for e-commerce businesses. It offers precise data on over 70K+ online retail sites worldwide, helping users optimize pricing, forecast trends, and monitor competitors to enhance their market share.

Wash U Car Wash is an innovative car washing company dedicated to environmental sustainability. It employs advanced washing technology that significantly reduces water and power consumption compared to traditional car washes. The company offers efficient car wash services, including premium ceramic washing techniques, easy-on conveyors, and wheel brighteners. This approach ensures fast and convenient car washes while minimizing environmental impact.

Tactic is a collaboration tool that brings people together in the office. Whether big or small, businesses of every size use our software to manage their hybrid office space.

Factor empowers high schoolers to pursue what they want to do and be in the world.

Seis is an online banking platform that caters primarily to Spanish-speaking users in the United States. It offers a range of services including prepaid cards for offline and online purchases, bill payments, money transfers, customizable cards, and video or chat-based customer support.

Videra Health is a digital health technology company that specializes in scalable healthcare solutions. Its platform facilitates remote patient monitoring and enhances healthcare interactions through automated clinical workflows such as screenings, evaluations, and follow-ups. By utilizing asynchronous video, artificial intelligence, and automation, Videra Health allows clinicians to significantly increase their efficiency and reach, offering valuable insights into patient health. The platform supports a wide range of services, including mental health checkups, behavioral health integration, pain management, and outcomes tracking. By leveraging advanced technology, Videra Health aims to improve patient care and streamline healthcare processes, enabling providers to manage multiple patients simultaneously and effectively.

MarketDial is a technology company established in 2016 by former management consultants from leading firms. It specializes in providing a robust platform for in-store experimentation, enabling businesses to conduct statistically rigorous tests that inform critical decision-making across various sectors, including retail, restaurants, consumer packaged goods, healthcare, and financial services. The platform allows partners to design and analyze tests related to pricing, promotions, operations, staffing, and new product launches. MarketDial's software also facilitates offline split testing, integrating stored data to analyze trade areas and shopper demographics, which aids in executing effective A/B testing and analytics. The company collaborates with top management consulting firms and retail analytics leaders to deliver comprehensive solutions to its clients.

Needed is a pregnancy nutrition and education company that supports nourishment before, during, and after pregnancy. It offers prenatal vitamins and supplements, along with education and community resources to help mothers and babies achieve optimal health. The company provides practitioner-supported and mama-centric products through direct sales to consumers and via a network of health practitioners, including doctors, doulas, and nutritionists. Founded in 2017 and based in Los Angeles.

Volley monetizes experiences in a matter of minutes. Users can create paid group membership programs such as group coaching, mastermind, inner circle, bootcamp, accelerator, fitness challenge, and learning community. It develops 1:1 coaching and consulting products and allows collaboration with a remote team.

Gordy Health is a virtual care provider based in Pasadena, California, founded in 2021. The company specializes in blood pressure management to reduce patients' risk of heart attack, stroke, and kidney failure. Gordy Health offers a healthcare platform that allows users to manage their blood pressure from home, with features including direct access to heart specialists, easy-to-schedule virtual appointments, real-time diagnostics, prescription delivery, and ongoing monitoring and medication adjustments. The goal is to prevent complications from high blood pressure, helping patients achieve healthier lives and increased longevity.

Via is a customer engagement platform designed to enhance interactions between e-commerce businesses and their customers. By utilizing SMS and mobile app technologies, Via enables businesses to connect with their customers in a more personal manner, facilitating communication through preferred devices and applications. The platform allows for seamless integration with popular e-commerce solutions such as Shopify and BigCommerce, empowering businesses to drive engagement and improve customer satisfaction through targeted SMS and push notifications.

Hivewire, Inc. is a software development company specializing in visual workflow tools designed for teams and individuals. Established in 2018 and located in Lehi, Utah, the company focuses on enhancing post-sale workflows through its management platform, which facilitates database management and process automation. Hivewire's offerings enable businesses to create and manage customized solutions, promoting team collaboration within a unified workspace.

Tundra Inc. is an online marketplace based in San Francisco, California, that facilitates the buying and selling of wholesale products for businesses. Established in 2017, Tundra offers a platform where independent retailers can access over two million ready-to-ship wholesale items from both established and emerging brands. The company operates on a zero-commission model, allowing brands to present their complete catalogs at wholesale prices with low minimum order requirements. Tundra's proprietary technology streamlines the wholesale process, automating various tasks to save time and reduce costs for both buyers and suppliers. The marketplace serves a community of over 30,000 retailers, providing a wide range of products across popular categories such as kids, home, food, beauty, apparel, and general merchandise. In addition to its San Francisco headquarters, Tundra has offices in Boston and Zurich.

Blyncsy, Inc. is a data analytics company based in Salt Lake City, Utah, established in 2014. It specializes in providing big data solutions through its various products, including Blyncs sensors, which are deployed in diverse environments from ski resorts to college campuses. The company's analytics platform leverages machine learning and AI to analyze vast amounts of data in real-time, offering insights into traffic and transportation networks while monitoring elements such as parking availability and public transit demand. Additionally, Blyncsy's Payver product utilizes machine vision to create digital twins of real-world infrastructure, enhancing the assessment and management of roadside conditions. The company also offers Mercury, a contact tracing solution aimed at managing contagion tracking for universities. Overall, Blyncsy focuses on improving the efficiency and safety of urban environments through advanced data collection and analysis techniques.

GritWell Ltd is a digital health platform that specializes in addressing chronic health conditions through a holistic approach. Founded in 2018 and based in San Francisco, the company connects patients with a variety of health professionals, including nutritionists, health coaches, and naturopathic doctors. GritWell's platform facilitates secure video consultations, direct messaging, and online scheduling, allowing for personalized treatment plans and credible advice tailored to individual needs. By focusing on root cause treatment rather than mere symptom management, GritWell employs clinically validated symptom assessments to guide patients toward appropriate care while integrating natural treatment options. This innovative approach aims to improve health outcomes by enabling patients to find practitioners who can address the underlying issues of their chronic symptoms, such as insomnia, migraines, and anxiety.

Grain is a company offering an AI-powered meeting insights and notetaking platform designed to help teams understand and communicate customer needs. The platform records and transcribes meetings, interviews, and calls, and enables clipping and tagging of important moments. It provides customizable note-taking templates, identifies action items with assignees, and helps draft concise follow-up emails. Grain also integrates with CRM systems to sync notes and data, supporting alignment across customer-facing and internal discussions and improving meeting productivity. It's aimed at customer-focused roles, enabling users to capture, organize, and share insights from research and sales conversations. It reduces manual note-taking and delivers searchable recordings and highlights for easier follow-up and decision making. The product emphasizes automated transcripts, clips, and summaries to streamline post-meeting workflows.

Verasight specializes in comprehensive research services, covering academic, government, nonprofit, brand/investor, and political/policy networks. Its platform manages customer experience data, influencing government officials, media, and marketing campaigns.

Workstream is a prominent HR, payroll, and hiring platform tailored for the hourly workforce. It provides automated solutions that streamline various human resource processes, enabling franchise and business owners to efficiently manage hiring, retention, and payroll tasks from a single platform. With features such as workflow automation, advanced analytics, SMS communication, and machine learning, Workstream enhances the hiring experience and supports businesses in adhering to their onboarding procedures. The platform is trusted by 46 of the top 50 quick-service restaurant brands, including major names like Burger King, Jimmy John’s, and Taco Bell, allowing them to reduce labor costs and simplify operations effectively.

Loop operates an exchange-first return platform designed to enhance customer loyalty for e-commerce businesses. Its advanced returns and exchanges app integrates seamlessly with Shopify, enabling customers to easily swap products for new variants. The platform automates the return process by placing new orders based on return package movements, ensuring that exchanges or refunds are completed within a few days. This efficiency is achieved through post-purchase insights that help businesses make informed merchandising decisions while reducing return cycles. If preferred, users can also manage refunds and exchanges manually via a user-friendly admin panel. Overall, Loop aims to simplify the returns process, improving customer retention and operational efficiency for online retailers.

Spiff Inc. is a developer of a cloud-based sales commission automation software designed to streamline and enhance the management of sales compensation. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's platform allows organizations to design and modify commission plans, create rules, and manage complex team structures with ease. The software provides sales representatives with personalized dashboards that track their performance against goals, offers detailed commission traces, and generates payroll reports. Utilizing machine learning, Spiff integrates seamlessly with various commission systems, including ERP, payments, and payroll, to minimize errors and ensure accurate data management. The solution is tailored for finance and sales operations, as well as sales and marketing teams, enabling businesses to optimize their commission structures and ultimately drive sales growth.

Nomad Labs, Inc. is a property management company based in Denver, Colorado, founded in 2019. The firm specializes in providing comprehensive services for small rental property owners, including the calculation of rental income, signing of lease agreements, and tenant placement. Nomad offers a unique solution by guaranteeing monthly rental income, thus alleviating concerns related to vacancy and delinquency costs. In addition to their core services, the company also provides homeowners with assistance in buying and selling properties, as well as access to financial products. For residents, Nomad enhances the rental experience through professionalism and added benefits, creating a more favorable renting environment.

Tilled, Inc. is a payments platform based in Boulder, Colorado, that specializes in providing a PayFac-as-a-Service solution for B2B independent software vendors (ISVs). Founded in 2019, Tilled enables software companies to seamlessly integrate payment processing into their applications through modern APIs and SDKs. This turnkey system allows clients to start monetizing payments without incurring upfront costs or the need for additional personnel. By handling the complexities of regulatory compliance and associated liabilities, Tilled simplifies the payment facilitation process, allowing software vendors, marketplaces, and SaaS providers to focus on their core operations while generating revenue from credit card processing.

Via is a customer engagement platform designed to enhance interactions between e-commerce businesses and their customers. By utilizing SMS and mobile app technologies, Via enables businesses to connect with their customers in a more personal manner, facilitating communication through preferred devices and applications. The platform allows for seamless integration with popular e-commerce solutions such as Shopify and BigCommerce, empowering businesses to drive engagement and improve customer satisfaction through targeted SMS and push notifications.

Airin develops an online platform empowering business leaders to create artificial intelligence expert systems. This platform automates decision trees without requiring data scientists or engineers, enabling businesses to scale their expertise and improve team performance.

Clutch provides solutions for transforming Credit Unions into modern FinTechs, focusing on loan and deposit onboarding. The company addresses inefficiencies in traditional banking by offering tailored digital experiences that improve member satisfaction and operational efficiency.

Rising Team is a software company specializing in employee engagement tools. Its platform facilitates interactive workshops and AI-driven coaching, offering customizable sessions, leadership training content, progress tracking, and resources to enhance team collaboration and effectiveness.

Nomi Health is a direct health company that reduces healthcare costs for employers and patients. It facilitates medical testing and administers self-insured healthcare plans.

Trendsi is an online fashion business-to-business marketplace that simplifies the process for sellers to establish and expand their ventures by offering wholesale inventory. The company leverages advanced technology and a robust supply chain to enable individuals to launch and grow their businesses with minimal risk. Trendsi eliminates the need for upfront inventory or subscription costs, providing a comprehensive platform for accessing quality merchandise at competitive prices. Through its innovative approach, Trendsi supports budding entrepreneurs in the fashion industry, making it accessible for them to navigate the complexities of e-commerce efficiently.

Tilled, Inc. is a payments platform based in Boulder, Colorado, that specializes in providing a PayFac-as-a-Service solution for B2B independent software vendors (ISVs). Founded in 2019, Tilled enables software companies to seamlessly integrate payment processing into their applications through modern APIs and SDKs. This turnkey system allows clients to start monetizing payments without incurring upfront costs or the need for additional personnel. By handling the complexities of regulatory compliance and associated liabilities, Tilled simplifies the payment facilitation process, allowing software vendors, marketplaces, and SaaS providers to focus on their core operations while generating revenue from credit card processing.

DataFleets Ltd. is a technology company based in Palo Alto, California, founded in 2018, that specializes in developing data analytics software focused on privacy preservation. Its core offering is a federated intelligence platform that enables organizations to unify and analyze distributed data while ensuring compliance with data protection standards. The platform allows data scientists and developers to create analytics, machine learning models, and applications using sensitive data sets without direct access to the data itself. By utilizing advanced techniques such as federated computation and differential privacy, DataFleets addresses the challenges of balancing data privacy with innovation, facilitating agile analytics and automated compliance for its clients. Additionally, the company provides a web-based notebook editor, allowing users to test hypotheses effectively.

Founded by aviation entrepreneur David Neeleman, Breeze Airways is a U.S.-based airline set to commence operations in 2021. It aims to serve underserved communities by offering nonstop flights with a focus on convenience and simplicity, facilitated through its user-friendly mobile application.

Clutch provides solutions for transforming Credit Unions into modern FinTechs, focusing on loan and deposit onboarding. The company addresses inefficiencies in traditional banking by offering tailored digital experiences that improve member satisfaction and operational efficiency.

Nomad Labs, Inc. is a property management company based in Denver, Colorado, founded in 2019. The firm specializes in providing comprehensive services for small rental property owners, including the calculation of rental income, signing of lease agreements, and tenant placement. Nomad offers a unique solution by guaranteeing monthly rental income, thus alleviating concerns related to vacancy and delinquency costs. In addition to their core services, the company also provides homeowners with assistance in buying and selling properties, as well as access to financial products. For residents, Nomad enhances the rental experience through professionalism and added benefits, creating a more favorable renting environment.

Spiff Inc. is a developer of a cloud-based sales commission automation software designed to streamline and enhance the management of sales compensation. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's platform allows organizations to design and modify commission plans, create rules, and manage complex team structures with ease. The software provides sales representatives with personalized dashboards that track their performance against goals, offers detailed commission traces, and generates payroll reports. Utilizing machine learning, Spiff integrates seamlessly with various commission systems, including ERP, payments, and payroll, to minimize errors and ensure accurate data management. The solution is tailored for finance and sales operations, as well as sales and marketing teams, enabling businesses to optimize their commission structures and ultimately drive sales growth.

Via is a customer engagement platform designed to enhance interactions between e-commerce businesses and their customers. By utilizing SMS and mobile app technologies, Via enables businesses to connect with their customers in a more personal manner, facilitating communication through preferred devices and applications. The platform allows for seamless integration with popular e-commerce solutions such as Shopify and BigCommerce, empowering businesses to drive engagement and improve customer satisfaction through targeted SMS and push notifications.

Tava Health, Inc. is a mental telehealth platform that provides comprehensive mental health services to individuals and their families. Founded in 2019 and based in Salt Lake City, Utah, Tava Health enables users to undergo assessments, connect with therapists, and access therapy and medication services for various mental health challenges, including anxiety, depression, addiction, trauma, and relationship issues. The platform facilitates real-time access to mental health care through self-scheduled online video chats and secure text messaging, allowing patients to receive support in a comfortable environment without the need for in-person visits. By offering a technology-driven mental health benefit, Tava Health aims to enhance emotional well-being and promote healthier minds.

Hivewire, Inc. is a software development company specializing in visual workflow tools designed for teams and individuals. Established in 2018 and located in Lehi, Utah, the company focuses on enhancing post-sale workflows through its management platform, which facilitates database management and process automation. Hivewire's offerings enable businesses to create and manage customized solutions, promoting team collaboration within a unified workspace.

Workstream is a prominent HR, payroll, and hiring platform tailored for the hourly workforce. It provides automated solutions that streamline various human resource processes, enabling franchise and business owners to efficiently manage hiring, retention, and payroll tasks from a single platform. With features such as workflow automation, advanced analytics, SMS communication, and machine learning, Workstream enhances the hiring experience and supports businesses in adhering to their onboarding procedures. The platform is trusted by 46 of the top 50 quick-service restaurant brands, including major names like Burger King, Jimmy John’s, and Taco Bell, allowing them to reduce labor costs and simplify operations effectively.

Grain is a company offering an AI-powered meeting insights and notetaking platform designed to help teams understand and communicate customer needs. The platform records and transcribes meetings, interviews, and calls, and enables clipping and tagging of important moments. It provides customizable note-taking templates, identifies action items with assignees, and helps draft concise follow-up emails. Grain also integrates with CRM systems to sync notes and data, supporting alignment across customer-facing and internal discussions and improving meeting productivity. It's aimed at customer-focused roles, enabling users to capture, organize, and share insights from research and sales conversations. It reduces manual note-taking and delivers searchable recordings and highlights for easier follow-up and decision making. The product emphasizes automated transcripts, clips, and summaries to streamline post-meeting workflows.

Local Locker is a warehousing company that provides storage services and private storage space for goods. It offers secure and reliable storage at affordable rates, including convenient options for storage where people live and work, with contactless move-ins on a month-to-month lease to save time and money on storage.

SimpleCitizen, Inc. is a company that specializes in digital immigration and visa solutions, offering a range of services including citizenship applications, green card processing, employment authorization documents, visa applications, and marriage-based green card services. Founded in 2014 and based in Salt Lake City, Utah, the company focuses on simplifying the immigration process through innovative online tools that make it more accessible and affordable for families looking to establish themselves in new communities worldwide. SimpleCitizen's software allows users to apply for, track, and renew green cards and citizenship applications online, providing a streamlined experience for managing their immigration needs. As of September 2020, SimpleCitizen operates as a subsidiary of Fragomen, Del Rey, Bernsen & Loewy, LLP.

Loop operates an exchange-first return platform designed to enhance customer loyalty for e-commerce businesses. Its advanced returns and exchanges app integrates seamlessly with Shopify, enabling customers to easily swap products for new variants. The platform automates the return process by placing new orders based on return package movements, ensuring that exchanges or refunds are completed within a few days. This efficiency is achieved through post-purchase insights that help businesses make informed merchandising decisions while reducing return cycles. If preferred, users can also manage refunds and exchanges manually via a user-friendly admin panel. Overall, Loop aims to simplify the returns process, improving customer retention and operational efficiency for online retailers.

Nomi Health is a direct health company that reduces healthcare costs for employers and patients. It facilitates medical testing and administers self-insured healthcare plans.

Spiff Inc. is a developer of a cloud-based sales commission automation software designed to streamline and enhance the management of sales compensation. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's platform allows organizations to design and modify commission plans, create rules, and manage complex team structures with ease. The software provides sales representatives with personalized dashboards that track their performance against goals, offers detailed commission traces, and generates payroll reports. Utilizing machine learning, Spiff integrates seamlessly with various commission systems, including ERP, payments, and payroll, to minimize errors and ensure accurate data management. The solution is tailored for finance and sales operations, as well as sales and marketing teams, enabling businesses to optimize their commission structures and ultimately drive sales growth.

Backbone PLM, Inc. is a company that specializes in product lifecycle management solutions tailored for the consumer goods sector, particularly the fashion and apparel industry. Founded in 2014 and headquartered in Greeley, Colorado, Backbone PLM offers a modern, cloud-based platform designed to streamline product development processes. Its services include tools for file management, collaboration, and centralized product data, which facilitate communication among teams and suppliers. The platform features a tech pack editor, customizable product templates, and a range of other resources to manage complex designs efficiently. By enabling brands to innovate and design products more rapidly and effectively, Backbone PLM aims to enhance creativity, reduce time to market, and ultimately drive revenue growth for its clients.

Grain is a company offering an AI-powered meeting insights and notetaking platform designed to help teams understand and communicate customer needs. The platform records and transcribes meetings, interviews, and calls, and enables clipping and tagging of important moments. It provides customizable note-taking templates, identifies action items with assignees, and helps draft concise follow-up emails. Grain also integrates with CRM systems to sync notes and data, supporting alignment across customer-facing and internal discussions and improving meeting productivity. It's aimed at customer-focused roles, enabling users to capture, organize, and share insights from research and sales conversations. It reduces manual note-taking and delivers searchable recordings and highlights for easier follow-up and decision making. The product emphasizes automated transcripts, clips, and summaries to streamline post-meeting workflows.

Blue Matador offers automated cloud monitoring software. It identifies AWS resources, understands baselines, manages thresholds, and sends actionable alerts to prevent system downtime.

Hivewire, Inc. is a software development company specializing in visual workflow tools designed for teams and individuals. Established in 2018 and located in Lehi, Utah, the company focuses on enhancing post-sale workflows through its management platform, which facilitates database management and process automation. Hivewire's offerings enable businesses to create and manage customized solutions, promoting team collaboration within a unified workspace.

Tundra Inc. is an online marketplace based in San Francisco, California, that facilitates the buying and selling of wholesale products for businesses. Established in 2017, Tundra offers a platform where independent retailers can access over two million ready-to-ship wholesale items from both established and emerging brands. The company operates on a zero-commission model, allowing brands to present their complete catalogs at wholesale prices with low minimum order requirements. Tundra's proprietary technology streamlines the wholesale process, automating various tasks to save time and reduce costs for both buyers and suppliers. The marketplace serves a community of over 30,000 retailers, providing a wide range of products across popular categories such as kids, home, food, beauty, apparel, and general merchandise. In addition to its San Francisco headquarters, Tundra has offices in Boston and Zurich.

Spiff Inc. is a developer of a cloud-based sales commission automation software designed to streamline and enhance the management of sales compensation. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's platform allows organizations to design and modify commission plans, create rules, and manage complex team structures with ease. The software provides sales representatives with personalized dashboards that track their performance against goals, offers detailed commission traces, and generates payroll reports. Utilizing machine learning, Spiff integrates seamlessly with various commission systems, including ERP, payments, and payroll, to minimize errors and ensure accurate data management. The solution is tailored for finance and sales operations, as well as sales and marketing teams, enabling businesses to optimize their commission structures and ultimately drive sales growth.

CallPop, Inc. is a technology company that develops and manufactures a communication device designed to automate and simplify the management of phone calls for healthcare practices. Founded in 2017 and based in American Fork, Utah, CallPop's primary product integrates existing phone systems with practice management solutions. The device captures data related to both answered and unanswered calls, extracts relevant information regarding patient appointments, insurance, and medical reports, and enhances messaging capabilities. Additionally, it streamlines the appointment scheduling process, allowing businesses to respond to voice calls and facilitate instant messaging with patients and customers even before answering the phone. Formerly known as Celervox LLC, CallPop focuses on improving communication efficiencies within the healthcare sector.

Airin develops an online platform empowering business leaders to create artificial intelligence expert systems. This platform automates decision trees without requiring data scientists or engineers, enabling businesses to scale their expertise and improve team performance.

Part & Parcel is a community commerce platform that offers apparel and footwear for plus‑size women. Founded by Lauren Haber Jonas, the company was created to provide a shopping experience that feels welcoming and inclusive, addressing the lack of options and representation for plus‑size consumers. It aims to turn shopping into a source of joy and community, while offering a flexible business model that can help plus‑size women achieve prosperity.

Spruce Up Inc., established in 2017 and headquartered in Seattle, Washington, operates as a specialized retailer offering personalized shopping services for home furniture and decor. The company uniquely combines artificial intelligence and professional design expertise to create tailored interior solutions, ensuring each selection aligns with customers' individual tastes, budgets, and living spaces.

Style Genome is an AI-enabled technology company based in Seattle that specializes in personalized homeware solutions. It operates an online marketplace designed to enhance the shopping experience for customers seeking home decor. By utilizing advanced algorithms, Style Genome curates and offers quality, everyday items tailored to individual preferences, allowing users to efficiently discover and select the perfect products for their homes. The platform aims to facilitate a seamless design process, enabling customers to create spaces that reflect their personal style and needs.

Artemis Health Inc. is a health data analytics company that specializes in providing self-insured employers with a comprehensive platform designed to optimize employee benefit programs. Founded in 2013 and headquartered in Salt Lake City, Utah, the company offers actionable insights into benefit programs, highlighting opportunities and gaps that enable employers to make informed decisions. Its platform allows users to identify issues within their benefits offerings, share insights with relevant stakeholders, and track the effectiveness of implemented solutions. By facilitating data-driven decision-making, Artemis Health helps employers enhance their programs while effectively managing healthcare expenditures and improving overall employee health and wellness coverage.

Interior Define Inc. is a furniture design and manufacturing company headquartered in Chicago, Illinois, founded in 2013. It specializes in customizable furniture products, including sofas, occasional chairs, chaise lounges, and sectionals. By employing a made-to-order production approach, Interior Define allows customers to personalize their furniture according to various factors such as size, configuration, fabric, and leg style, creating a high-quality, tailored experience akin to luxury brands but at more accessible prices. The company operates through both online platforms and physical showrooms, known as Guideshops, located in major cities like New York, San Francisco, and Los Angeles. Customers can explore products in a 360-degree view online, order free fabric swatches, and utilize an augmented reality app to visualize furniture in their own homes. Interior Define also emphasizes customer service with complimentary white glove delivery and a standard 365-day return policy, enhancing the overall shopping experience.