Phoenix Asset Management

Phoenix Asset Management acquires and makes control investments in Enterprise Software and BPO companies serving the Financial Technology, Insurance Technology, Logistics and Enterprise Resource Planning markets. They look for investments where they can drive value through their knowledge of the industries they focus on and their relationships with the key participants therein. They also look for transactions that benefit from their knowledge of financial restructuring, operational turnaround of sales and marketing and tax optimization.

Steven Isaac

Venture Partner

Jonathan Shane

Partner

Christopher Wall

Partner

6 past transactions

Hornby

Post in 2020
Hornby PLC is a company based in Margate, United Kingdom, specializing in the development, production, and supply of toy and hobby products, particularly model trains and railways. Founded in 1907, Hornby offers a diverse range of products, including train sets, locomotives, wagons, and various accessories for both railroading enthusiasts and collectors. The company markets its products under several well-known brands, such as Hornby, Skale Autos, and Rivarossi, and distributes them through a network of hobby specialists and retailers, alongside its own online platform. Hornby operates in multiple regions, including the United Kingdom, the United States, Spain, Italy, and other parts of Europe, catering to a broad audience of hobbyists and model railway fans.

Chimes Broadcasting, Inc.

Seed Round in 2016
Chimes Broadcasting is a broadcasting network that streams holographic shows and concerts such that the holograms look indecipherable from the live person. Chimes also has a sophisticated digital marketing division that consolidates search results related to music. It is producing the world’s first television broadcasting system able to transmit holographic programming. to entertainment venues such as hotels and high end night clubs that are specially configured to receive holographic broadcasts. The brand mark of Chimes holograms is that the performers look like real people who are actually present in the room receiving the transmissions. Its broadcasts can be live or prerecorded. Chimes is also creating specialized television studios to broadcast and record holographic television programs. Also, over the next 5-10 years Chimes intends to broadcast to the forthcoming high end television sets that will be enabled to receive holographic programs in residential homes. The company is based in New York, London and Los Angeles. Its team has been developing what will become the world’s most comprehensive database of music. It contains titles, discographies, composers, albums, recording artists, performing artists, biographies production credits, databases, 25 million titles, 300 genres, publisher databases, annotations, and more. The company is based in New York, London and Los Angeles.

Cheers.house

Seed Round in 2014
Cheers is a total relationship management platform including customer, employee and vendor components, unlike stand-alone discounting or promotion applications. Cheers helps clients understand who their best customers are by making practical sense of guest habits, wishes, visit and spend patterns, which promotions are most effective and which guests are the best brand ambassadors. A new direction Existing “loyalty” programs or CRM products focus on discounting for sales generation. Cheers takes a different approach: We believe the human relationship takes center stage in the decision to frequent a location, not price. When we visit our local coffee shop, we know the €4 Latte Macchiato has no economic justification. Gastronomy is an area in which belonging and feeling overpower rational purchase decisions and loyalty concepts should reflect that. We also think that sustainable customer acquisition is best accomplished by existing guests, not external marketing, search or listing services. Under the motto “Friends bring Friends”, we provide an effective platform for existing guests to easily promote the experience they already enjoy to people in their close circle. Cheers unique services are divided into 4 clear areas: Data, Communications, Engagement and Loyalty – the best cards for the best hand in relationship management. Data Cheers helps our clients understand who their best customers really are by making practical sense of guest habits, wishes, visit and spend patterns, which promotions are most effective and which guests are the best brand ambassadors. Engagement Cheers expands the client experience using branded gamification, and micro event planning to manifest participation and drive real-world transactions. The platform is built to accommodate future cross-promotion lifestyle partners. Communication Cheers provides intelligent promotion tools using live data to make it easier to automatically increase conversion, while providing user functions such as social gifting and chat to create a natural echo. Loyalty Status, privileges and opportunity are the key points in our unique loyalty programs that can be easily customized to fit a location exactly, Cheers is also the only platform to reward wait staff as well – to keep employees vested in guest happiness.

4Sight Development, LLC

Acquisition in 2013
4Sight is a development stage Transportation Management System.

DAVID Corporation

Acquisition in 2011
DAVID Corporation has been providing software and services to commercial and alternative P&C insurance markets for more than 27 years. From underwriting & rating through policy renewals, from initial loss report to final settlement, DAVID partners with clients to help them solve the critical business challenges they face in today's complex risk management environment. DAVID Corporation is headquartered in San Francisco, California.

ProfitKey International

Acquisition in 2011
ProfitKey offers manufacturing business solutions to small and medium-sized manufacturers. They provide network design, network management, training, and implementation services. They also provide events and classes. It assists the organization in reaching new levels of performance, improving production management, controlling expenses, streamlining operations, and improving customer service levels.
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