SaaS Capital, founded in 2006 and headquartered in Seattle, Washington, specializes in providing growth debt specifically for B2B SaaS companies. As a leading lender in the software-as-a-service market, it offers long-term committed credit facilities, including senior debt loans and monthly recurring revenue-based lines of credit. By focusing on future recurring revenue, SaaS Capital enables clients to secure funding while avoiding equity dilution and maintaining control of their businesses. Since its inception, the company has committed over $375 million in growth debt facilities, benefiting more than 110 clients and contributing to the creation of over $2 billion in total enterprise value.
Cinematic Health Education focuses on enhancing the training of allied health professionals by utilizing a cinematic approach to develop effective training and certification programs. The company addresses the essential soft skills required for patients in caregiving roles, such as nursing assistants and home health aides. Its cloud-based training curricula are designed to be adaptable to certification requirements across all American states, allowing healthcare staff to improve resident care. By providing digital training solutions, Cinematic Health aims to assist home health agencies in effectively training and retaining qualified personnel, ultimately enhancing the quality of care delivered to patients.
Agent IQ
Debt Financing in 2025
Agent IQ, Inc. operates a customer communication platform designed to enhance the relationship between financial institutions, such as community banks and credit unions, and their customers. Founded in 2015 and based in San Francisco, California, Agent IQ's platform facilitates customer engagement through various digital channels, enabling users to access information about products, past purchases, and personalized banking services. The platform leverages artificial intelligence to automate routine tasks and provide real-time insights into customer interactions, allowing financial institutions to offer proactive support and tailored advice. By fostering deeper connections and improving service efficiencies, Agent IQ helps financial institutions enhance customer satisfaction and profitability while reducing operational costs. The implementation of the platform can be achieved in as little as four weeks, requiring minimal resources.
Care Solace
Debt Financing in 2025
Care Solace is on a mission to calm the chaos of mental health care.
GoMo Health
Debt Financing in 2023
GoMo Health specializes in providing health care organizations with its Concierge Care solution, which aims to improve the quality and cost-effectiveness of care for individuals with high-risk, chronic, and complex wellness issues. Through targeted engagement and human responsive technology, Concierge Care offers full service implementations to help health care professionals effectively connect with patients and members throughout the continuum of care. This comprehensive approach allows for seamless communication and support to ensure better health outcomes for those in need.
Image Relay
Debt Financing in 2023
Image Relay, Inc. is a provider of cloud-based digital asset management software, established in 2002 and headquartered in Burlington, Vermont. The company offers a user-friendly platform that enables brands to curate, control, and communicate their various assets securely from a centralized location. Its software facilitates the management of digital assets by allowing users to store, retrieve, and share files while also providing features to track previous versions and maintain updated copies. With capabilities for organizing assets using folder structures and advanced search functionalities, Image Relay helps clients efficiently catalog and analyze their digital content.
Wazoku
Debt Financing in 2022
Wazoku Limited is a London-based company that specializes in web-based idea management tools aimed at fostering innovation within organizations. Established in 2011, Wazoku offers various solutions, including Custom Spotlight, Business Spotlight, Government Spotlight, and Idea Spotlight, which enable businesses to capture, evaluate, and prioritize ideas from employees, partners, and customers. These tools are designed to support organizations of all sizes in their innovation efforts, helping them to build a sustainable culture of innovation. In addition to its software offerings, Wazoku provides training, workshops, and consulting services to enhance the idea management process. The company is committed to integrating innovation and sustainability into its core operations, believing that every organization can innovate effectively at scale.
Instaleap
Venture Round in 2022
Instaleap is a technology company based in San Francisco, California, that specializes in providing logistics solutions for retailers in the e-commerce sector. The company develops fulfillment and delivery technology that enables retailers, including major names like Walmart and Falabella, to enhance their operational efficiency. Instaleap's platform offers real-time data and delivery status, utilizing proprietary AI algorithms to manage clients' last-mile delivery ecosystems. This technology allows users to track deliveries in real-time and communicate directly with drivers and pickers, ensuring seamless operations and improved customer satisfaction.
MyCOI
Debt Financing in 2021
MyCOI is a provider of software solutions focused on certificate of insurance (COI) management in the United States. Established in 2009 and based in Marion, Indiana, the company offers a web-based platform that automates the collection, compliance validation, and tracking of COIs. MyCOI's services cater to a diverse range of industries, including construction, pharmaceuticals, property management, trucking, retail, and healthcare, as well as public entities such as universities and government agencies. The platform is designed to help organizations manage the risks associated with underinsured claims and minimize costly litigation, thereby streamlining the insurance management process.
Intellect
Debt Financing in 2021
Intellect specializes in developing Software-as-a-Service solutions focused on business process and workflow management. The company's highly configurable quality management system and no-code platform facilitate the creation of mobile and enterprise applications, enabling organizations to enhance compliance, adaptability, and productivity. Intellect serves a diverse range of industries, including manufacturing, healthcare, financial services, government, and technology, by offering tools that automate and centralize quality control, regulatory compliance, and overall process improvement. Established in 1998 and based in Los Angeles, California, Intellect also provides professional support, training, and customer service to ensure that clients can effectively utilize their software solutions.
One Door
Debt Financing in 2021
One Door is a Boston-based company that offers a visual merchandising platform designed to optimize retail execution through localized planogramming. Founded in 2000, the company provides a web-based solution that integrates artificial intelligence to analyze store attributes, marketing campaigns, and floorplans. This platform enables retailers to enhance operational efficiency by offering real-time feedback on display setups, thereby improving compliance with localized merchandising strategies. By reducing the costs associated with in-store merchandising and promotions, One Door helps some of the largest global brands increase revenue and enhance customer satisfaction through effective campaign planning and execution. The company's innovative approach to merchandising management has positioned it as a leader in the retail technology sector.
Qure4u
Debt Financing in 2021
Qure4u Inc. is a healthcare technology company that specializes in developing a comprehensive patient engagement and remote monitoring platform. Founded in 2011 and headquartered in Bradenton, Florida, Qure4u’s platform facilitates seamless connections among patients, healthcare providers, labs, pharmacies, and insurers, ensuring that critical medical information—such as diagnoses, allergies, medications, lab results, and vital signs—is readily accessible. The platform enhances the overall patient experience by allowing individuals to prepare for appointments, monitor their health status, and communicate securely with their providers through telehealth and messaging features. Additionally, the software streamlines administrative processes, enabling healthcare staff to effectively manage patient interactions, identify those at risk, and improve treatment outcomes while reducing unnecessary hospital visits.
Waggl
Debt Financing in 2021
Waggl, Inc. is an innovative company that has developed an online platform aimed at enhancing organizational decision-making through real-time employee feedback. Founded in 2014 and based in Sausalito, California, Waggl enables organizations to pose targeted questions and gather insights from their employees, fostering meaningful participation and transparent dialogue. This approach helps leaders gain immediate insights, facilitating informed decisions and promoting high levels of employee engagement. The platform is utilized by a range of organizations, including notable clients such as MGM Resorts International and UCHealth, to drive alignment and improve communication within their teams. With a seasoned management team, Waggl aims to empower organizations of all sizes by transforming employee input into actionable strategies for success.
Facility Health
Debt Financing in 2021
Facility Health, Inc. is a company that specializes in facility condition assessments and the development of a technology platform designed for healthcare systems to monitor their infrastructure effectively and prioritize necessary repairs. Established in 2016 and based in Belmont, Michigan, the company offers a range of services including design, construction, and facility management, with a focus on optimizing asset management through comprehensive data analysis. Its flagship technology, Origin, enables real-time analysis of asset and facility health, helping clients to rank and prioritize maintenance needs, optimize preventative maintenance investments, and assess risks associated with infrastructure components. Additionally, the Facility Health Index provides users with a unified dashboard to manage both tactical and strategic aspects of facility operations. By combining software with engineering services, Facility Health aids facility managers in transitioning from reactive to predictive maintenance strategies, ultimately enhancing capital planning and asset lifecycle management.
JDXpert
Debt Financing in 2020
JDXpert is a web-based solution based in Raleigh, North Carolina, that focuses on automating and managing job descriptions for businesses. Founded in 2008, the platform allows organizations to create, manage, and store job descriptions efficiently while serving as a centralized hub for job-related data. In addition to job descriptions, JDXpert provides functionality for maintaining various essential data, such as Fair Labor Standards Act (FLSA) information, employee acknowledgments, and compensation data. By streamlining the job description management process, JDXpert helps clients optimize their operations and mitigate compliance risks.
STOPit Solutions
Debt Financing in 2020
STOPit Solutions is a technology company based in Holmdel, New Jersey, established in 2013. It specializes in developing mobile and web applications designed to address the issues of cyberbullying and inappropriate conduct within educational and community settings. The platform allows individuals to report various concerns anonymously through a mobile app, web app, or phone hotline, enabling them to safely voice issues and advocate for themselves and others. Administrators benefit from tools that facilitate incident monitoring, provide information on relevant issues, and support training and promotional efforts. STOPit Solutions aims to empower individuals while assisting organizations in managing risks associated with inappropriate behavior.
SocialClimb
Debt Financing in 2020
SocialClimb is a developer of healthcare marketing software aimed at connecting physicians with their ideal patients in a digital landscape increasingly influenced by social media. The company offers an automated platform that enhances online visibility and reputation management for medical practices. By integrating with online review platforms, SocialClimb helps physicians optimize their online listings and build strong reputations, thereby attracting new patients. This user-friendly approach simplifies the process for healthcare providers to engage with potential patients, ultimately supporting growth and improving patient acquisition efforts.
Traackr
Debt Financing in 2020
Traackr, Inc. operates an online influencer management platform that facilitates influencer discovery, campaign management, and performance measurement for businesses. Founded in 2006 and headquartered in San Francisco, California, with additional offices in Boston, New York, and London, Traackr enables organizations to identify relevant influencers, foster valuable relationships, and assess the impact of their marketing efforts. The platform supports various influencer activations, ranging from organic advocacy to paid partnerships, allowing marketers to optimize their investments and streamline their campaigns on a global scale. Traackr serves a diverse clientele both in the United States and internationally.
PerformLine
Debt Financing in 2019
PerformLine is a SaaS platform that specializes in sales and marketing compliance, catering to a diverse range of industries, including banking, fintech, mortgage lending, and technology. The platform offers an end-to-end solution for compliance teams, enabling them to review documents before publication and monitor live consumer interactions across various channels such as the web, social media, calls, messaging, and emails. By providing automated compliance systems, PerformLine helps enterprises mitigate regulatory risks and ensure brand safety. Its tools and insights allow companies to efficiently manage compliance activities, thereby saving time and reducing costs while enhancing oversight across all consumer interaction points.
Pacejet Logistics
Debt Financing in 2019
Pacejet Logistics, Inc. is a Columbus, Ohio-based company that specializes in developing a cloud-based platform for enterprise shipping. Founded in 2003, Pacejet offers a range of solutions for freight, postal, consolidator, and less-than-truckload (LTL) shipping, catering primarily to the manufacturing, retail, and wholesale sectors. The platform is designed to integrate seamlessly with leading enterprise resource planning (ERP) systems, such as NetSuite, Microsoft, Infor, SAP, and Acumatica, as well as custom ERPs through a robust application programming interface (API). This integration allows businesses to improve shipping efficiency, reduce costs, and enhance service quality. Additionally, Pacejet provides Pacejet Protection, a shipping insurance program that offers coverage for both parcel and freight, facilitating quick claims processing and integrated coverage selection. As of early 2020, Pacejet operates as a subsidiary of 3Gtms, Inc., and maintains a dedicated team with expertise in supply chain and logistics.
Leanpath
Debt Financing in 2019
Leanpath specializes in food waste prevention solutions aimed at helping foodservice organizations globally measure and reduce food waste. The company has developed a food waste tracking technology that integrates a built-in scale, camera, and touchscreen interface to provide real-time data on food items purchased. This technology not only tracks waste but also offers recommendations on optimal purchasing quantities to avoid excess. By enabling users to make informed decisions about their food orders, Leanpath supports businesses in minimizing waste, thereby saving time, money, and contributing to environmental sustainability.
ClarisHealth
Debt Financing in 2019
ClarisHealth is a developer of an integrative payment integrity platform that leverages artificial intelligence to enhance communication among payers, providers, and business partners. The company's innovative technology solutions aim to address the challenges faced by health plans in managing payment integrity services. By offering a flexible model that facilitates both outsourcing and insourcing, ClarisHealth promotes accountability and efficiency in operations. Its platform is designed to foster collaboration among different departments and create productive relationships within the healthcare ecosystem. This approach not only automates processes but also supports clients in making informed decisions that lead to increased medical savings and improved recovery rates.
Opsview
Debt Financing in 2019
Opsview is a global IT systems management software company focused on providing comprehensive monitoring solutions for businesses. Founded by Michael Walton, Opsview's flagship product, Opsview Enterprise, was launched in 2009, building on an open-source project initiated in 2003. The software is utilized by over 35,000 organizations across 160 countries, including notable clients such as BT, Blue Cross Blue Shield, and the US Army. Opsview's platform offers unified insights into a diverse IT landscape, encompassing hardware, network devices, operating systems, databases, and applications, whether on-premises or in the cloud. The company emphasizes continuous improvement through collaboration with its user community, enabling it to address the evolving monitoring needs of enterprises that rely on virtualized and highly distributed systems. Opsview's commitment to delivering high-quality software, combined with exceptional customer service, has contributed to its rapid growth and established it as a leader in IT systems management.
Opus
Debt Financing in 2019
Opus was founded on a simple premise: that faster, better decisions in compliance and risk management give businesses an extraordinary advantage in the marketplace. Today, the world’s most respected, global corporations rely on Opus to free their business from the complexity and uncertainty of managing customer, vendor, and third-party risks. By combining the most innovative SaaS platforms with unparalleled data solutions, Opus turns information into action so your business thrives. Formed through the $500M partnership of Doug Bergeron, Chairman of Opus, and leading Private Equity Firm GTCR, Opus is changing the landscape of risk management.
Direct Commerce
Debt Financing in 2019
Direct Commerce is a provider of a paperless source-to-pay platform that offers automation solutions for B2B companies. The platform enables clients to transition to a paperless work environment, ultimately saving millions of dollars annually. Its services include invoicing and payment management, cloud-based automation for discount and order management, electronic data interchange integration, payment remittance, and vendor management. By leveraging data intelligence, Direct Commerce enhances supplier relationships and fosters continuous process improvement. The company's solutions are designed to increase efficiency, reduce costs, and improve visibility, facilitating standardized processes across various business units and regions. Through its focus on technology and analytics, Direct Commerce helps businesses optimize their operations and achieve their full potential.
FMX
Debt Financing in 2019
Facilities Management eXpress (FMX) was formed out of a need for facilities managers to more effectively do their job. Early in 2012, two of their founders, both engineers, were conducting an energy conservation project for a local school district. The district needed a way to easily manage its facilities remotely while maximizing energy savings. Their founders began searching for software capable of scheduling preventive maintenance to ensure energy savings, streamlining event scheduling to minimize the running time of HVAC systems, and tracking and responding to heating/cooling complaints to meet the needs of the school staff. Many of the software solutions they explored were feature rich but way too complicated. This unmet need for an easy-to-use but functional system inspired their founders to create a solution of their own. After developing the first version of a tool to enhance the energy project, they realized the benefits that such a solution could provide to a wider customer base—and FMX was born! The FMX team continues to extend the FMX experience to customers to provide a simple solution for solving real-world facilities management challenges.
TraceGains
Debt Financing in 2018
TraceGains is a computer software company that specializes in food safety and quality assurance solutions. It provides a cloud-based SaaS platform designed to automate the management of supplier risk, data, and documentation. The company's technology focuses on digitizing documents, extracting critical data, and enabling analysis to enhance the efficiency of supply chain operations. TraceGains aims to create an interconnected network among suppliers, manufacturers, and brokers, facilitating the effective sharing of information. This collaborative approach helps improve food safety, quality assurance, compliance with regulations, and time to market across various industries, including food, consumer packaged goods, pharmaceuticals, and retail.
Health Recovery Solutions
Debt Financing in 2018
Health Recovery Solutions, Inc. is a telehealth and remote monitoring company that focuses on enhancing patient care and reducing hospital readmissions. Founded in 2012 and based in Hoboken, New Jersey, the company provides a cloud-based platform that engages patients in their health management while equipping clinicians with essential tools. The platform aggregates and digitalizes critical health data, especially targeting conditions like congestive heart failure, heart attacks, pneumonia, diabetes, and COPD. It features interactive tablets customized with patients' medications, reminders, educational content, and integrated monitoring devices, such as oximeters and blood pressure monitors. By facilitating better communication and care coordination among patients, caregivers, and healthcare providers, Health Recovery Solutions aims to prevent 30-day readmissions and improve overall clinical outcomes.
Xsolis
Debt Financing in 2018
Xsolis is an AI-driven technology company based in Franklin, Tennessee, focused on enhancing healthcare operations through its proprietary platform, Dragonfly®. This platform utilizes real-time predictive analytics to provide an objective medical necessity score for patients, which helps healthcare providers and payers make more accurate and aligned decisions regarding care. By fostering collaboration and promoting transparency, Xsolis aims to improve efficiency across the healthcare system, ultimately leading to better outcomes for patients.
Repsly
Debt Financing in 2018
Repsly, Inc. specializes in mobile software solutions designed to enhance field activity management for organizations with field representatives. Founded in 2010 and based in Boston, Massachusetts, Repsly's platform enables teams to efficiently perform various functions, such as taking replenishment orders, merchandising, and conducting inspections. The software serves industries including pharmaceuticals, healthcare, fast-moving consumer goods (FMCG), and merchandising services, providing tools for field sales, marketing, and lead management. The mobile app allows retail execution specialists to collect real-time data and insights, while the manager's dashboard helps identify opportunities at retail locations. Repsly centralizes sales and field activity data, linking in-store actions to their impact on sales, and supports over 1,000 field teams across more than 80 countries in optimizing their performance.
MasterStream ERP
Debt Financing in 2018
MasterStream ERP is a leading provider of Lead-to-Cash software solutions tailored for the telecom industry. The company specializes in streamlining the telecom supply chain by offering a range of services, including configure price quote solutions, order document automation, commission management, and workflow management. By eliminating the complexities and errors often associated with telecom operations, MasterStream's software enhances efficiency and accelerates growth for providers, agents, and customers alike. Their commitment to innovation and excellence empowers clients to improve their processes, turning leads into orders with greater ease. Overall, MasterStream ERP plays a crucial role in connecting industry participants and optimizing their operational capabilities.
Extole
Debt Financing in 2018
Extole, Inc. offers a Software-as-a-Service platform specializing in referral marketing, enabling brands to create, measure, and enhance refer-a-friend programs across various digital environments, including mobile and web. Founded in 2007 and based in San Francisco, California, Extole assists over 300 brands in driving customer acquisition through its comprehensive platform, which integrates promotion and conversion efforts. The solution utilizes first-party and social network data to identify and engage influencers, fostering consumer engagement across multiple touchpoints such as websites, emails, and social media. This end-to-end approach allows marketers to analyze and optimize campaign performance continuously, leveraging insights gained from extensive experience and significant conversion data.
Joyful
Series B in 2018
Joyful is a provider of donor software tailored for not-for-profit organizations. The company offers a charity website building platform that includes fundraising and marketing tools designed to enhance the digital presence of its clients. With a focus on the non-profit sector, Joyful has supported over 1,000 customers across Europe and Australia in raising tens of millions of pounds and increasing their overall impact. Its platform captures user interactions and transactions, integrating seamlessly with existing customer relationship management systems. By leveraging machine learning capabilities, Joyful enables non-profits to expand their reach and improve engagement with their supporters.
Gravyty (formerly Graduway)
Series B in 2017
Graduway aims to empower alumni networking platforms globally, having partnered with schools across 14 countries, including prestigious institutions in the US, Europe, China, India, Mexico, and South Africa. The company provides a tailored alumni platform that merges the trusted reputation of educational brands with integration into existing social networks. Its software-as-a-service (SaaS) platform is designed for quick deployment, accessible on all devices, and easy to manage. Graduway offers alumni exclusive benefits, mentoring tools, and unique career opportunities, enhancing the overall alumni experience.
PlayerLync
Debt Financing in 2017
PlayerLync, LLC is a provider of modern learning software aimed at enhancing the capabilities of the mobile workforce. Founded in 2011 and based in Greenwood Village, Colorado, the company offers a cloud-based platform that integrates mobile learning, digital forms, mobile content management, and operational performance management. Its technology enables organizations to improve performance, facilitate employee development, digitize processes, and enhance communication with deskless workers. PlayerLync's proprietary system allows for efficient content delivery, including videos and documents, even in low bandwidth environments, ensuring that teams can access necessary information seamlessly. The company's diverse clientele includes professional sports franchises, restaurants, field services, healthcare organizations, and retail businesses, reflecting its versatile applications across various industries.
Enervee
Debt Financing in 2017
Enervee Corporation operates a personal energy efficiency scoring platform designed to promote the purchase of energy-efficient appliances and electronics. Founded in 2009 and based in Santa Monica, California, Enervee captures retail prices and energy consumption profiles for a wide range of products, including home appliances such as refrigerators, dishwashers, and air conditioners, as well as electronics like TVs and computers. The platform features the Enervee Score, which rates the energy efficiency of these products on a scale from 0 to 100, and provides personalized recommendations based on energy efficiency, overall cost, and consumer popularity. Additionally, Enervee offers an EcoView that highlights the environmental impact of a product's CO2 emissions. The company's data is utilized by governments and electric utilities to monitor market trends and encourage the adoption of energy-efficient products through utility energy efficiency rebates. Enervee aims to assist consumers, businesses, and governments in saving energy and reducing environmental impact through informed purchasing decisions.
Codility
Debt Financing in 2017
Codility Ltd. is a London-based company that specializes in automated assessment tests for the recruitment of software developers. Founded in 2009, Codility offers a remote hiring platform that allows engineering teams to evaluate candidates' real-world programming skills at various stages of the hiring process. The platform includes tools such as CodeCheck for coding tasks, CodeLive for live technical interviews, and CodeChallenges for virtual recruitment campaigns. These features enable hiring managers to screen candidates effectively, reduce unconscious bias, and gain valuable insights into applicants' abilities. By facilitating remote assessments and interviews, Codility helps organizations streamline their hiring processes, minimize false positives and negatives, and ultimately identify top talent more efficiently. The company serves a global clientele, including major technology firms, enhancing their recruitment capabilities with a focus on technical skill assessment.
Gravyty (formerly Graduway)
Debt Financing in 2017
Graduway aims to empower alumni networking platforms globally, having partnered with schools across 14 countries, including prestigious institutions in the US, Europe, China, India, Mexico, and South Africa. The company provides a tailored alumni platform that merges the trusted reputation of educational brands with integration into existing social networks. Its software-as-a-service (SaaS) platform is designed for quick deployment, accessible on all devices, and easy to manage. Graduway offers alumni exclusive benefits, mentoring tools, and unique career opportunities, enhancing the overall alumni experience.
Monet Software
Venture Round in 2017
Monet Software, Inc. specializes in human resource management solutions tailored for contact centers. Founded in 2002 and based in Los Angeles, the company offers Monet Live, a cloud-based platform designed for workforce scheduling, management, legal compliance, call recording, and performance analysis. Its software addresses key challenges faced by contact centers, such as meeting service levels, ensuring high-quality service, and managing payroll costs. Monet Software provides integrated applications that facilitate scheduling, omnichannel forecasting, real-time adherence, and performance analytics, enabling businesses to optimize their workforce and enhance customer experiences. The company collaborates with partners like Promero and Colina to deliver effective solutions that significantly impact customer service levels and overall profitability.
TapClicks
Debt Financing in 2017
TapClicks, Inc. is a prominent marketing technology company that provides an integrated Marketing Operations Platform for agencies, media companies, brands, and enterprises. Founded in 2009 and headquartered in Silicon Valley, the company offers a cloud-based platform that includes features such as sales enablement, workflow management, analytics, and automated reporting, all within a user-friendly interface. TapClicks has delivered over one million dashboards to more than 5,000 brands and 500 media companies and agencies globally. The platform supports over 150 native API integrations with major marketing and advertising platforms and includes ImportWizard, which allows users to incorporate data from virtually any source. Additionally, TapClicks' services encompass various digital marketing capabilities, including real-time performance tracking of banner ads, search engine optimization, and social media management, enabling users to optimize their marketing campaigns efficiently.
Accent Technologies
Debt Financing in 2017
Accent Technologies, Inc. develops cloud-based document and presentation management software solutions aimed at enhancing sales enablement for teams in various industries, including financial services, healthcare, and marketing. The company's product offerings include Accent Librarian, eCommunicator, and Presentation Librarian, which provide sales and marketing teams with online access to essential documents, presentations, and media files. These tools support quick access to resources, enabling teams to create customized materials, coordinate efforts, and track buyer engagement effectively. Accent Technologies also offers comprehensive services, including onboarding, user training, content management, and custom configurations, tailored to meet the needs of Fortune 500 companies, universities, government agencies, and small businesses. Founded in 1990 and based in Melbourne, Florida, the company was previously known as Accent Graphics, Inc. before rebranding in 2002.
Marketing Evolution
Debt Financing in 2016
Marketing Evolution, Inc. is a provider of marketing return on investment (ROI) management solutions, specializing in cross-media measurement and performance insights. Founded in 2000 and based in New York, the company offers tools that assist clients in optimizing their marketing spend, portfolio allocation, media mix, and creative execution. Its software platform facilitates real-time monitoring of marketing campaigns, enabling clients to make informed decisions and adjust strategies mid-campaign for improved effectiveness. Marketing Evolution's services include attribution modeling, media mix modeling, and continuous feedback on marketing performance, allowing clients to enhance their ROI. The company collaborates with Fortune 500 marketers to ensure that their advertising efforts meet key performance indicators and drive better marketing outcomes. Additionally, Marketing Evolution has a strategic partnership with R.R. Donnelley & Sons Company, further strengthening its capabilities in the marketing analytics space.
Uberflip
Debt Financing in 2016
Uberflip is a content experience platform that empowers marketing and sales to create engaging, relevant content destinations quickly for every campaign, audience, and stage of the customer journey. Marketers use our platform to scale how they incorporate content into every touchpoint and remove friction from the customer journey by surfacing the right content at the right time. For more information, visit uberflip.com
Pusher
Debt Financing in 2016
Pusher Ltd. is a provider of hosted API services that enable real-time bi-directional functionality through WebSockets for web and mobile applications, as well as other internet-connected devices. Founded in 2011 and based in London, the company offers a range of libraries, including a JavaScript client library for web and HTML5 applications. Pusher's platform facilitates the integration of features such as in-app notifications, activity streams, real-time dashboards, and live trackers. Additionally, it provides tools for debugging and authentication mechanisms for private channels, along with presence functionality to track online users. As of December 2020, Pusher operates as a subsidiary of MessageBird B.V.
Advisen
Debt Financing in 2016
Advisen Ltd. is a provider of data, analytics, and technology solutions tailored for the commercial property and casualty insurance market. Founded in 2000 and headquartered in New York City, the company offers a range of services including Loss Insight for evaluating losses, Insured Insight for underwriting optimization, and Market Insight for analyzing insurance trends and opportunities. Its Cyber OverVue product aids organizations in understanding their cyber risk profiles, while the Advisen Opportunity Scorecard identifies areas where insured entities may lack coverage compared to peers. Additionally, Advisen supports brokers and insurance professionals with tools like Client Insight for pricing and exposure data, and Policy Insight for comparing insurance policy wording. Serving over 500 clients, including leading insurers and risk management departments, Advisen leverages its proprietary data to enhance decision-making across the industry, making it a key player in the commercial insurance landscape.
TrueCommerce
Debt Financing in 2016
TrueCommerce, Inc. is a provider of electronic data interchange (EDI) solutions tailored for small and mid-tier companies. Founded in 1995 and headquartered in Cranberry Township, Pennsylvania, the company offers a comprehensive suite of services that includes data mapping software, network services, and support. TrueCommerce's solutions facilitate the creation of advance ship notices and UCC-128 barcode labels, while its accounting package integrates seamlessly with various business systems. The company's products, such as TrueCommerce Pack and Ship and TrueCommerce Foundry, enhance trading partner compliance and unify commerce across customers, suppliers, and channels. TrueCommerce serves a diverse range of industries, including banking, retail, healthcare, and government, helping businesses improve connectivity and operational efficiency within their supply chains.
CFN Enterprises
Debt Financing in 2016
CFN Enterprises Inc. is a digital media and e-commerce company based in Santa Monica, California, primarily focused on the legal cannabis, CBD, and psychedelics industries in the United States. The company operates CFN Media, a comprehensive media network that offers a variety of sponsored content, including articles, press releases, videos, podcasts, and advertisements tailored for both public and private companies within these sectors. CFN Enterprises also manages multiple media platforms such as CannabisFN.com, a dedicated website, an iOS app, and a YouTube channel, among others. These platforms facilitate the distribution of content across various online channels, including social media and financial news syndicates. Additionally, the company provides services designed to assist private companies in preparing for public offerings and to help public companies expand their shareholder base through targeted marketing outreach. Founded in 2001, CFN Enterprises was previously known as Accelerize Inc. before rebranding in October 2019.
Reeher
Debt Financing in 2016
Reeher LLC, founded in 2002 and based in St. Paul, Minnesota, provides a cloud-based fundraising performance management platform tailored for colleges and universities in the United States. The company's Software-as-a-Service solution helps institutions streamline their fundraising campaigns by identifying potential investors and organizing various fundraising efforts. Reeher's services encompass content creation, performance management, and investor identification, enabling educational institutions to enhance their fundraising efficiency and achieve better results.
Perspecta
Debt Financing in 2016
Perspecta is a healthcare technology company that is reinventing how healthcare information flows. Our patent pending enterprise healthcare information management cloud dynamically streamlines complex network, plan and member information to deliver real-time data updates and transparency. By facilitating access to data for payers, providers and members, our customized solutions guide users through the most efficient pathway of care to proactively drive better care management, resource allocation, and cost containment for our partners in the health insurance and workers compensation markets. For over a decade, VIIAD has been a trusted partner of leading health insurers, third-party administrators, self-insured groups, healthcare systems, provider networks, and accountable care organizations, channeling healthcare transactions in a fully compliant environment to provide significant savings while improving healthcare quality and satisfaction.
Rev.io
Debt Financing in 2015
Rev.io, LLC is a software-as-a-service (SaaS) company based in Atlanta, Georgia, specializing in billing solutions for telecommunications and Internet of Things (IoT) sectors. Established in 2002, Rev.io focuses on providing comprehensive billing, customer management, and process automation services to clients worldwide, including those in cloud and subscription-based businesses. The company's platform enables users to manage complex billing operations, streamline customer account management, and automate workflows, significantly enhancing efficiency and accuracy. Additionally, Rev.io offers robust business intelligence tools that provide valuable insights into customer behavior and financial metrics, helping businesses make informed decisions. With features such as self-service portals and extensive integration capabilities, Rev.io empowers its customers to optimize their operations and drive revenue growth while minimizing errors and operational costs.
DATIS
Debt Financing in 2015
DATIS specializes in providing cloud-based human capital management and payroll software tailored for behavioral health organizations. The company's solutions encompass the entire employee lifecycle, offering features such as position control, timekeeping, benefits administration, recruiting, talent management, credential management, and workforce analytics. By leveraging industry expertise and a focus on superior customer service, DATIS aims to enhance compliance, increase revenues, and minimize expenses and risks for its clients. As a recognized National Council Strategic Partner, DATIS is committed to helping health and human services organizations optimize their workforce management processes through its comprehensive and configurable software solutions.
IntegriChain
Debt Financing in 2015
IntegriChain is a prominent provider of a cloud-based channel management platform designed for life sciences and pharmaceutical manufacturers. It serves a diverse clientele, including nine of the top ten pharmaceutical companies, by facilitating effective channel collaboration and enhancing the efficiency of product distribution. The platform enables suppliers in pharmaceuticals, biopharmaceuticals, generics, and consumer health to manage their supply chain relationships, inventories, and orders across a wide network of retailers and distributors. By utilizing aggregated channel inventory and point-of-sale data, IntegriChain delivers informed applications and analytics that support customer operations, national accounts, and finance teams. This approach offers a more agile and mobile alternative to traditional enterprise resource planning systems. The company helps clients control distribution costs while ensuring product availability and revenue predictability, processing more than $200 billion in annual U.S. commerce and two billion transactions through its cloud platform each year.
StreamLink Software
Debt Financing in 2015
StreamLink Software-is a Software-as-a-Service company that develops grant management software for nonprofits and the public sector. Ther grants management solution, AmpliFund, is designed for managing every stage of the grant lifecycle and is at the forefront of automating grant compliance and data standardization in the public sector. It was founded in 2008 and is headquartered in Cleveland, Ohio.
ClearCompany
Debt Financing in 2015
ClearCompany, Inc. is a provider of talent management software that facilitates the connection between recruiting, onboarding, and performance management. Founded in 2004 and based in Boston, Massachusetts, with additional offices in San Francisco and Ft. Collins, the company offers a comprehensive talent platform that includes solutions for sourcing, applicant tracking, employee engagement, and performance management. ClearCompany serves various industries, including education, energy, finance, government, healthcare, hospitality, and retail. The company aims to enhance HR efficiency and streamline workflows, utilizing modern AI tools and best practices to support over 2,600 clients. By regularly updating its platform and training materials to reflect current HR trends, ClearCompany helps organizations effectively recruit, onboard, and retain talent, thereby contributing to business success.
Wiredrive
Debt Financing in 2015
Wiredrive LLC is a Los Angeles-based company that offers a cloud-based, SaaS media sharing and collaboration platform tailored for creative industries. Founded in 1999, Wiredrive provides solutions for advertising agencies, television and film production companies, and post-production houses. Its application allows users to upload, manage, and present digital media, facilitating collaboration on projects from creation to distribution. The platform is designed for rich media management, featuring fast upload and download speeds, streamlined review and approval processes, and industry-specific workflows. Wiredrive enables users to create custom branded presentations, securely collaborate on digital assets, and systematically archive final media to enhance efficiency and reduce costs. As of February 2017, Wiredrive operates as a subsidiary of MediaSilo, Inc.
Updox
Debt Financing in 2015
Updox is a healthcare collaboration platform that offers a secure communication solution tailored for physicians and medical practices. The platform is fully integrated with electronic health record (EHR) systems and provides essential features such as a patient portal, integrated fax solutions, and secure messaging. Updox aims to enhance connectivity among independent physicians and healthcare providers by facilitating communication with patients, laboratories, and third parties. Its technology supports the importing and exporting of patient records, online document editing, creation of forms and templates, office workflow management, and credit card payment processing. By streamlining these processes, Updox enables healthcare professionals to communicate more efficiently and effectively, ultimately improving productivity while adapting to the evolving healthcare landscape.
FreeAgent
Debt Financing in 2015
FreeAgent Holdings plc, established in 2007 and headquartered in Edinburgh, UK, specializes in cloud-based software-as-a-service accounting solutions for freelancers and small business owners. The company also caters to accountants, offering mobile applications to facilitate efficient management of company accounts. As of June 1, 2018, FreeAgent operates as a subsidiary of National Westminster Bank Plc.
Webgility
Debt Financing in 2015
Webgility, Inc., founded in 2007 and based in Scottsdale, Arizona, specializes in accounting automation software tailored for e-commerce brands, accountants, and NetSuite retailers. Its software streamlines financial processes by recording orders either individually or in summarized formats, integrating seamlessly with platforms like QuickBooks Online and NetSuite. The solution offers features such as sales forecasting, operational insights, and inventory management, allowing businesses to track metrics like average order value and growth rates. By centralizing financial data and automating workflows, Webgility enables multi-channel retail and e-commerce companies to reduce manual data entry and associated errors, thereby enhancing operational efficiency and supporting business growth.
indinero
Series B in 2015
inDinero, Inc. is a company that specializes in developing cloud-based accounting and tax software tailored for small business owners and entrepreneurs in the United States. Founded in 2009 and headquartered in Portland, Oregon, with additional offices in San Jose, Boston, Los Angeles, and New York, inDinero provides a comprehensive suite of services that includes automated bookkeeping, tax preparation, and financial management. Its software simplifies day-to-day financial tasks, offering users insights into their company's financial health to help identify savings opportunities and enhance revenue. The platform features a flat pricing model and a financial dashboard that enables users to manage their books, categorize transactions, and perform reconciliations with ease. By integrating a team of bookkeepers, accountants, and certified public accountants, inDinero aims to empower small businesses with the knowledge needed to make informed financial decisions.
Natural Insight
Debt Financing in 2015
Natural Insight operates a cloud-based workforce management platform designed to enhance communication and efficiency between employers and employees. Founded in 2003 and headquartered in Sterling, Virginia, with additional offices in Markham, Canada, and Birmingham, United Kingdom, the company serves a diverse clientele that includes retailers, consumer brands, consumer packaged goods (CPG) companies, merchandisers, and marketing agencies, both in the United States and internationally. The platform provides services such as on-demand staff scheduling, integrated timekeeping, project management, and analytics, enabling clients to effectively organize, manage, and analyze more than 60,000 workers worldwide. Since becoming a subsidiary of Movista Inc. in 2019, Natural Insight has continued to focus on improving field execution across the retail ecosystem, offering tools for payroll management, location verification, and fraud detection to drive better store performance and increase sales.
ProofHQ
Debt Financing in 2014
ProofHQ Limited operates a software-as-a-service (SaaS) proofing platform designed to enhance the feedback and approval process for design projects. Catering to designers and marketing teams, the platform supports a wide range of file types, including PDFs, audio-visual files, and various image formats. Users can capture webpages and utilize features such as version comparison tools, allowing external reviewers to collaborate and comment on proofs via email. The service is applicable to various media, including print, digital, and video, making it a versatile solution for agencies, brands, and industries such as retail, healthcare, and technology. Founded in 2007 and based in Northwood, United Kingdom, with a sales office in Dallas, Texas, ProofHQ has operations in multiple countries and operates as a subsidiary of Workfront, Inc. The platform significantly improves project delivery speed and reduces management time, revisions, errors, and costs.
Mineral
Debt Financing in 2014
Mineral is a company specializing in human resources solutions, focusing on HR compliance and best practices. By combining human expertise with advanced technology and data-driven insights, Mineral supports organizations in navigating complex HR challenges. The company's offerings aim to enhance compliance and streamline HR processes, ensuring that businesses can effectively manage their workforce while adhering to regulations.
Certica Solutions
Debt Financing in 2014
Certica Solutions specializes in compliance and accountability solutions for the K-12 education sector, offering data management software and educational content systems. Founded in 2001, the company’s flagship product, Certify, assists education agencies in maximizing funding, optimizing regulatory reporting, and ensuring adherence to education policies and mandates. Certica’s analytic and assessment technologies support standards-based learning and promote teacher data literacy, empowering administrators and educators to analyze, track, and enhance performance using data from students, schools, and teachers. The company serves a diverse clientele of school districts and educational service agencies across the United States.
CoverMyMeds
Debt Financing in 2013
CoverMyMeds, LLC, established in 2008 and headquartered in Highland Hills, Ohio, provides electronic prior authorization solutions to streamline the process of obtaining insurance approval for prescriptions. Its platform enables healthcare providers, pharmacies, and payers to complete prior authorization requests electronically, significantly reducing the time and effort involved in the process. CoverMyMeds offers a suite of integrated workflow tools that assist physicians and pharmacists in filling out necessary insurance forms for nearly all drug plans. The company generates revenue by partnering with pharmaceutical manufacturers to enhance patient access to branded medications. As of 2017, CoverMyMeds operates as a subsidiary of McKesson Corporation, further expanding its reach and capabilities in the healthcare industry.
imATHLETE
Debt Financing in 2013
imATHLETE is a software platform designed to support event organizers in managing races and related activities. It offers a range of features including race reports, event overviews, participant lists, and registration tools. The platform also facilitates group management, allowing organizers to efficiently handle various aspects of their events. By streamlining these processes, imATHLETE aims to enhance the overall experience for both organizers and participants in the racing community.
Clinicient
Debt Financing in 2013
Clinicient, Inc. is a technology company specializing in software solutions for physical therapy and outpatient rehabilitation clinics. Founded in 1998 and based in Portland, Oregon, Clinicient provides a comprehensive suite of services including electronic medical records (EMR), billing software, and revenue cycle management solutions. Its key offerings include TotalInsight, which integrates cloud-based EMR with outsourced billing services and data-driven coaching, and PracticeInsight, a unified system for EMR and billing. Clinicient also develops customized EMR solutions for therapy providers, as well as Medicare-related services such as functional limitation reporting and claim management. The company's platform aims to enhance operational efficiency for its clients by optimizing payments, minimizing denials, and streamlining billing processes.
Monet Software
Debt Financing in 2013
Monet Software, Inc. specializes in human resource management solutions tailored for contact centers. Founded in 2002 and based in Los Angeles, the company offers Monet Live, a cloud-based platform designed for workforce scheduling, management, legal compliance, call recording, and performance analysis. Its software addresses key challenges faced by contact centers, such as meeting service levels, ensuring high-quality service, and managing payroll costs. Monet Software provides integrated applications that facilitate scheduling, omnichannel forecasting, real-time adherence, and performance analytics, enabling businesses to optimize their workforce and enhance customer experiences. The company collaborates with partners like Promero and Colina to deliver effective solutions that significantly impact customer service levels and overall profitability.
WebLink
Debt Financing in 2013
WebLink International, Inc. specializes in marketing and association management software designed to support trade and professional associations, as well as small and medium businesses. Founded in 1996 and based in Indianapolis, Indiana, the company offers WebLink Connect, a comprehensive solution that facilitates member engagement through association websites, enabling the acquisition and retention of members with self-service options. Additionally, WebLink's software enhances event participation by allowing attendees to register online and helps associations understand their members better. The company also provides digital media sales and web design solutions tailored for associations and chambers of commerce. As of November 2017, WebLink International operates as a subsidiary of MemberClicks, Inc.
LiquidPlanner
Debt Financing in 2013
LiquidPlanner, Inc. is a Seattle-based company that specializes in developing project management software solutions for technology teams globally. Founded in 2006, the company offers an automated scheduling and forecasting tool that enables users to plan and prioritize projects, assess the impact of changes across multiple projects, and evaluate associated resources and risks. Additionally, LiquidPlanner's collaboration features allow teams to share comments and documents, ensuring they remain updated on critical projects regardless of their location. The software provides predictive schedules and real-time visibility, enhancing overall team and business productivity through effective resource and risk management.
GradLeaders
Debt Financing in 2012
GradLeaders, LLC, established in 2002 and based in Dublin, Ohio, specializes in recruitment services for universities and career centers. The company is recognized as a leader in career services technology, facilitating connections between employers and job-seeking students and alumni globally. GradLeaders offers a robust platform that provides access to a comprehensive database of profiles and resumes, enabling career centers and employers to meet their specific hiring requirements. Through its extensive network and partnerships, GradLeaders aims to assist students in finding their ideal jobs while helping companies identify and recruit diverse, high-quality candidates.
iModules Software
Debt Financing in 2012
iModules Software specializes in providing technology solutions for educational institutions, focusing on enhancing constituent engagement and communication. Since its inception in 2002, the company has developed an interconnected suite of tools, including its flagship product Encompass, which facilitates web content management, marketing communications, online giving, and event management. With a client base exceeding 600 organizations, iModules aims to help institutions create meaningful experiences for their members, ultimately supporting their fundraising and mission-driven efforts. Through its innovative software, iModules fosters stronger relationships between organizations and their constituents, contributing to the success of its partners worldwide.
Clickability
Debt Financing in 2008
Clickability is an on demand Web Content Management (WCM).. The Clickability platform combines SaaS and Infrastructure as a Service (IaaS) to support the complete content lifecycle. Clickability enables businesses of all sizes to manage their marketing and media solutions more effectively in "the cloud." Clickability's hosted, multi-tenant delivery model also ensures organizations mitigate their environmental impact by maximizing energy efficiency and minimizing waste. Founded in 1999, Clickability is headquartered in San Francisco, with offices in New York and London. It was acquired by Limelight Networks (Nasdaq:LLNW) on May 2, 2011 in a deal valued at approx. $10m.
CareAnyware
Debt Financing in 2008
CareAnyware develops cloud-based software solutions tailored for the healthcare industry, specifically focusing on home health and hospice technology. Founded in 2002 by Richard Guerin and based in Morrisville, North Carolina, the company offers a web-based electronic medical record platform designed to enhance operational efficiency and compliance within healthcare facilities. Its software as a service system aids caregivers by guiding them through assessments, providing access to patient histories, and facilitating care coordination. Additionally, CareAnyware offers training, implementation support, and customer service to ensure effective utilization of its solutions. The company was acquired by Brightree, further expanding its capabilities in the healthcare technology sector.
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