Sageview Capital

Sageview Capital, established in 2006, is a private equity and venture capital firm headquartered in Greenwich, Connecticut, with additional offices in Palo Alto, California, and Stockholm, Sweden. The firm specializes in growth equity investments, focusing on tech-enabled businesses in the financial and business services, energy, and technology sectors, with a particular emphasis on enterprise software, Internet, and communications equipment. Sageview invests in both private and public companies, typically providing between $15 million to $100 million to companies with revenues ranging from $10 million to $50 million. The firm seeks influential ownership stakes, often taking a majority or minority position, and prefers to have board representation. Sageview's investment horizon is typically three to seven years, with three to five investments made annually. The firm is known for its active ownership approach, leveraging its team's extensive industry experience and relationship networks to drive long-term value for portfolio companies and investors.

Tim Armstrong

Principal

Roberto Avila

Principal

Sasank Chary

Senior Investor

Edward Gilhuly

Co-Founder, Partner and Member of the Investment Committee and Portfolio Committee

Ned Gilhuly

Managing Partner

Jeff Klemens

Partner

Petros Krommidas

Investor

Mike McClure

Partner

Scott Stuart

Co-Founder, Partner and Member of the Investment Committee and the Portfolio Committee

Dean Nelson

Partner

53 past transactions

Zoe Financial

Series B in 2025
Zoe Financial, Inc., founded in 2016 and based in Scarsdale, New York, specializes in providing financial advisory services. The company assists clients in finding independent and fiduciary financial advisors by carefully screening these professionals to ensure they deliver appropriate and effective guidance. Zoe Financial categorizes advisors based on their qualifications, expertise, problem-solving capabilities, operational efficiency, and client-advisor ratio. This structured approach enables clients to receive personalized financial planning tailored to their specific needs, ultimately facilitating informed financial decisions and wealth creation.

Closinglock

Series B in 2025
Closinglock provides fraud prevention technology to the real estate industry, modernizing transactions through a secure platform. With Closinglock, settlement companies can exchange wire instructions, receive earnest money and cash-to-close payments, validate payoff accounts, verify identities, share documents and collect eSignatures.

Tive

Series C in 2025
Tive is a Boston-based startup that provides companies with end-to-end visibility into their supply chains through a sensor-driven tracking platform. The company develops a solution that combines cellular-connected trackers with cloud-based software, allowing clients to monitor, visualize, and optimize their operations in real-time. Tive's platform offers customized alerts, reporting, and analysis for both inbound and outbound shipments across various transportation modes. By enhancing supply chain transparency, Tive helps businesses improve efficiency, reduce logistics costs, and minimize manufacturing disruptions, ultimately enabling them to meet regulatory requirements effectively.

Anitian

Series D in 2024
Anitian Corporation, established in 1995 and headquartered in Beaverton, Oregon, specializes in IT security services. It offers a range of services including strategy and assessment for information systems and networks, security solutions and technologies, and management and support services. Anitian serves diverse markets such as financial services, healthcare, and government, and has strategic alliances with prominent cybersecurity companies. Its flagship product, SecureCloud, automates cloud infrastructure security and compliance, enabling businesses to achieve security and compliance in the cloud swiftly and cost-effectively.

Carewell

Series B in 2024
Carewell is a prominent e-commerce platform specializing in caregiving products, catering to the needs of independent caregivers and their families. The company offers a diverse range of products across various categories, including incontinence supplies, nutrition, mobility aids, and items for mothers and babies. Carewell distinguishes itself from traditional retailers by providing a wealth of resources, such as 24/7 access to trained customer care experts, over 300 educational articles, detailed video content, and comprehensive product descriptions. This commitment to customer support and information empowers caregivers to make informed decisions, enhancing their caregiving experience.

LoanStar

Venture Round in 2024
LoanStar Technologies LLC, established in 2016 and headquartered in Conshohocken, Pennsylvania, operates MerchantLinQ, a cloud-based platform that facilitates connections between local businesses and community banks. The platform enables lenders to offer point-of-sale consumer loans, providing them with program consulting, market-leading software, and merchant aggregation services. This allows lenders to diversify their consumer loan origination strategies and deploy instant financing through local merchants, simplifying the finance process for both lenders and merchants. The platform caters to a wide range of consumer market verticals, including home improvement, renewable energy, and recreational vehicles.

Impact Analytics

Series C in 2024
Impact Analytics Inc. is a provider of business intelligence and insights, catering to various industries including banking, media, retail, hospitality, e-commerce, pharmaceuticals, education, and consumer goods. Founded in 2014 and headquartered in Linthicum, Maryland, the company specializes in delivering comprehensive data science solutions that empower organizations to leverage their data effectively. Impact Analytics combines expertise from strategy consulting, advanced machine learning, and application development to offer services such as consumer analytics, marketing analytics, pricing analytics, and social media analytics. Additionally, the company develops mobile applications that facilitate data collection from field employees. Through its innovative approach, Impact Analytics aims to help clients make informed decisions, enhance operational efficiencies, and drive business growth.

Stensul

Series C in 2023
Stensul is an innovative company focused on transforming email marketing for enterprise-level organizations. Its email generation platform is designed to streamline the email creation process by centralizing and pre-configuring templates to align with each brand's specific requirements. By eliminating the need for extensive collaboration with designers, developers, and quality assurance teams, Stensul allows marketers to concentrate on creating impactful content that drives results. The platform simplifies complex coding and design tasks, enabling marketing teams to produce mobile-responsive emails that adhere to brand, design, and legal standards. As a result, enterprises can efficiently generate effective emails while significantly reducing production time and costs.

Atmosphere

Series D in 2023
Atmosphere is a streaming TV platform designed specifically for businesses, featuring 21 original and partner channels that provide audio-optional programming suitable for various venues, including restaurants, gyms, and hotels. The platform is built on proprietary content, technology, and data, allowing businesses to enhance customer experience without the need for sound. Additionally, Atmosphere offers a digital signage feature, enabling businesses to display their own promotions alongside the entertainment content. Incubated within Chive Media Group, Atmosphere was established as an independent entity in 2019, focusing on delivering engaging and refreshed programming weekly to help businesses create an inviting atmosphere for their patrons.

User Interviews

Series B in 2022
User Interviews, Inc. is a company that specializes in providing a platform for recruiting participants for product tests and market research. Founded in 2013 and based in Brooklyn, New York, it offers tools such as Recruit, which facilitates flexible participant recruitment across various research types, and Research Hub, a centralized system for managing research participants. Additionally, User Interviews provides resources like the UX Research field guide to assist researchers, designers, and product managers at all levels of experience. The platform enables users to easily access a diverse panel of participants through features like screener surveys, calendars, incentives, and messaging, and it allows for the creation of a Research CRM that can accommodate up to 100 contacts free of charge. The company was previously known as MobileSuites, Inc. before rebranding in 2015.

Elastic Path

Venture Round in 2022
Elastic Path Software Inc. is a provider of enterprise commerce software and content management platform solutions, focusing on delivering innovative e-commerce experiences. Founded in 2000 and headquartered in Vancouver, Canada, with an additional office in Ontario, the company specializes in Composable Commerce, allowing brands to implement a multi-vendor approach efficiently and with reduced risk. Its key offerings include Elastic Path Commerce, an enterprise platform that integrates with major marketing clouds such as Adobe Marketing Cloud, enabling effective merchandising, pricing, promotions, and order management. Elastic Path also offers a range of professional services, including development, site implementation, consulting, and training, aimed at enhancing e-commerce performance for clients across various sectors, including telecommunications, media, publishing, and consumer services. The company's commitment to empowering commerce leaders is reflected in its collaborative culture, which emphasizes open feedback and customer-centric values.

Elemental Machines

Series B in 2022
Elemental Machines, Inc., founded in 2014 and based in Cambridge, Massachusetts, specializes in providing a smart lab platform designed to enhance laboratory operations in science-based industries. The company's innovative technology continuously monitors equipment and environmental variables, delivering data-driven insights that foster improved research, development, and manufacturing outcomes. By utilizing intelligent sensors, the platform visualizes the entire testing environment and issues alerts for any anomalous results, thereby ensuring experimental reproducibility. This capability allows clients to refine and accelerate their work across all phases of product innovation, ultimately leading to greater clarity, transparency, and consistency in laboratory processes.

Grocery TV

Series B in 2022
Popspots, LLC is a digital advertising network that focuses on enhancing the retail experience for grocers and brands through innovative technology. Founded in 2016 and based in Austin, Texas, the company provides a range of digital advertising services aimed at local businesses and media buyers across various U.S. markets, including major cities like Los Angeles, Houston, and Birmingham. By leveraging digital solutions, Popspots addresses challenges such as out-of-stocks and planogram compliance, thereby improving product awareness and driving sales in grocery environments. Since its inception, the company has expanded its presence in grocery stores nationwide, collaborating with well-known brands to ensure effective consumer engagement and measurable advertising impact.

Pax8

Venture Round in 2022
Pax8, Inc. is a value-added distributor of unified cloud services, specializing in security, data management, collaboration, and hosted communications for businesses. Based in Greenwood Village, Colorado, the company operates a cloud commerce marketplace that connects a global network of channel partners with aggregated cloud solutions from various vendors. Its flagship platform, the Pax8 Command Console, simplifies the management of cloud services by consolidating quoting, ordering, provisioning, support, and billing into a single interface. Pax8 also offers tools to enhance partner growth, including customer acquisition programs and automated cloud service management features. Incorporated in 2011, Pax8 is a subsidiary of Arrow Electronics, Inc. and has established strategic partnerships to further expand its service offerings.

Elastic Path

Venture Round in 2022
Elastic Path Software Inc. is a provider of enterprise commerce software and content management platform solutions, focusing on delivering innovative e-commerce experiences. Founded in 2000 and headquartered in Vancouver, Canada, with an additional office in Ontario, the company specializes in Composable Commerce, allowing brands to implement a multi-vendor approach efficiently and with reduced risk. Its key offerings include Elastic Path Commerce, an enterprise platform that integrates with major marketing clouds such as Adobe Marketing Cloud, enabling effective merchandising, pricing, promotions, and order management. Elastic Path also offers a range of professional services, including development, site implementation, consulting, and training, aimed at enhancing e-commerce performance for clients across various sectors, including telecommunications, media, publishing, and consumer services. The company's commitment to empowering commerce leaders is reflected in its collaborative culture, which emphasizes open feedback and customer-centric values.

Anitian

Series B in 2022
Anitian Corporation, established in 1995 and headquartered in Beaverton, Oregon, specializes in IT security services. It offers a range of services including strategy and assessment for information systems and networks, security solutions and technologies, and management and support services. Anitian serves diverse markets such as financial services, healthcare, and government, and has strategic alliances with prominent cybersecurity companies. Its flagship product, SecureCloud, automates cloud infrastructure security and compliance, enabling businesses to achieve security and compliance in the cloud swiftly and cost-effectively.

Atmosphere

Series C in 2022
Atmosphere is a streaming TV platform designed specifically for businesses, featuring 21 original and partner channels that provide audio-optional programming suitable for various venues, including restaurants, gyms, and hotels. The platform is built on proprietary content, technology, and data, allowing businesses to enhance customer experience without the need for sound. Additionally, Atmosphere offers a digital signage feature, enabling businesses to display their own promotions alongside the entertainment content. Incubated within Chive Media Group, Atmosphere was established as an independent entity in 2019, focusing on delivering engaging and refreshed programming weekly to help businesses create an inviting atmosphere for their patrons.

DISQO

Series B in 2021
DISQO, Inc. is a consumer data provider based in Glendale, California, with additional operations in Danbury, Connecticut. Established in 2018, the company specializes in delivering insights and measurement tools that assist market research agencies, analytics firms, and brands in understanding customer experiences. DISQO's platform harnesses a vast opt-in consumer data set, allowing businesses to analyze customer interactions and outcomes effectively. By offering agile testing and advertising measurement solutions, DISQO enables organizations to make informed decisions that enhance operational efficiency and improve customer touchpoints. The company has garnered recognition in Deloitte’s Fast 500 and is noted as a Top 100 Next Gen Workplace.

Specright

Series B in 2021
Specright Inc. is a technology company that specializes in enterprise software solutions for Specification Data Management. Founded in 2014 and headquartered in Irvine, California, Specright offers a cloud-based platform that standardizes and digitizes specification data across the supply chain, including raw materials, ingredients, formulas, packaging, and finished goods. The company provides a suite of tools designed to enhance supplier collaboration, streamline procurement processes, and improve overall efficiency. Among its offerings are supplier management software, a marketplace for vendor discovery, and solutions for cost savings and data integration. Specright also supports various industries, including food and beverage, beauty and cosmetics, consumer packaged goods, and retail, with a focus on sustainability and profitability throughout the product life cycle.

Carewell

Venture Round in 2021
Carewell is a prominent e-commerce platform specializing in caregiving products, catering to the needs of independent caregivers and their families. The company offers a diverse range of products across various categories, including incontinence supplies, nutrition, mobility aids, and items for mothers and babies. Carewell distinguishes itself from traditional retailers by providing a wealth of resources, such as 24/7 access to trained customer care experts, over 300 educational articles, detailed video content, and comprehensive product descriptions. This commitment to customer support and information empowers caregivers to make informed decisions, enhancing their caregiving experience.

Pax8

Venture Round in 2021
Pax8, Inc. is a value-added distributor of unified cloud services, specializing in security, data management, collaboration, and hosted communications for businesses. Based in Greenwood Village, Colorado, the company operates a cloud commerce marketplace that connects a global network of channel partners with aggregated cloud solutions from various vendors. Its flagship platform, the Pax8 Command Console, simplifies the management of cloud services by consolidating quoting, ordering, provisioning, support, and billing into a single interface. Pax8 also offers tools to enhance partner growth, including customer acquisition programs and automated cloud service management features. Incorporated in 2011, Pax8 is a subsidiary of Arrow Electronics, Inc. and has established strategic partnerships to further expand its service offerings.

XSELL Technologies

Venture Round in 2020
XSELL Technologies Inc. is a Chicago-based company that specializes in developing an artificial intelligence-driven engagement platform for various industries, including retail, healthcare, telecommunications, and finance. Founded in 2011, XSELL Technologies focuses on enhancing customer interactions by utilizing advanced AI technology to replicate the behaviors of top-performing contact center agents. Its offerings include Digital CoBot, which provides real-time responses and data-driven sales strategies; Voice CoBot, which optimizes workflows and personalizes customer guidance; SmartBot, which automates tasks and integrates with third-party systems; and QA Bot, which measures the quality of customer interactions. The company's cloud-based platform aims to maximize performance and improve customer experiences across multiple digital channels, ultimately driving sales growth and enhancing service metrics for its clients.

Drivewyze

Venture Round in 2020
Drivewyze Inc. is a provider of mobile driving solutions for the transportation industry in North America. Founded in 2010 and headquartered in Edmonton, Canada, with an additional office in Dallas, Texas, the company offers Drivewyze PreClear, a subscription-based application designed for commercial vehicle bypass. This application provides drivers with visual and audible instructions to help them navigate weigh stations and roadside inspection sites efficiently. Drivewyze caters to a diverse clientele, including local, regional, intra-state, and long-haul motor carriers, as well as individual truck operators. The company operates as a subsidiary of Intelligent Imaging Systems Inc., focusing on enhancing highway safety and transportation management through its innovative services.

Intelligent Imaging Systems

Venture Round in 2020
Intelligent Imaging Systems Inc. is a Canadian company based in Edmonton that specializes in designing and developing advanced imaging systems for the transportation safety, security, and law enforcement sectors. Incorporated in 2003, the company offers a range of products including thermal imaging inspection, vehicle license plate recognition, and integrated safety enforcement systems. Its solutions are tailored to enhance operational efficiency for government agencies by providing reliable tools that address the demands of safety and security. In addition to its imaging systems, Intelligent Imaging Systems resells and integrates radiation measurement systems for national security and public safety applications. The company also offers consulting, integration, and training services to ensure effective implementation of its technologies, reinforcing its commitment to enhancing safety and security in various environments.

Theatro

Series C in 2019
Theatro is a software company that specializes in developing business applications for wearable computing devices aimed at enhancing the productivity and communication of indoor mobile workforces, particularly in the retail and hospitality sectors. Theatro offers a range of solutions, including cloud services, wearable computers, indoor location capabilities, and analytics tools. The company's platform utilizes artificial intelligence and voice control to facilitate real-time communication and management for hourly workers, enabling businesses to optimize employee performance and operational efficiency. Established in 2011 and initially based in Menlo Park, California, Theatro has relocated its headquarters to Richardson, Texas, while also maintaining an office in Bengaluru, India. Theatro is recognized for its innovative approach to user context and data collection, which supports decision-making and enhances interaction with artificial intelligence systems.

Ezoic

Series A in 2019
Ezoic, Inc. is a technology company that provides a comprehensive suite of tools designed to assist small website owners in optimizing their online presence. Founded in 2010 and headquartered in Carlsbad, California, with additional offices in Gateshead and London, Ezoic specializes in a multivariate testing platform that enhances website layouts based on user interactions across devices such as mobile, tablet, and desktop. The platform employs machine learning to personalize user experiences, improve site speed, and increase ad revenue by predicting visitor responses to automated changes. Ezoic's services cater to publishers, bloggers, and ad operation professionals, offering solutions that streamline ad implementation, optimization, and testing. By optimizing over 1.3 billion user experiences each month, Ezoic aims to enhance both user experience metrics and revenue generation for its clients.

Pantheon Systems Platform

Series D in 2019
Pantheon Systems, Inc. is a San Francisco-based company that offers a web management platform designed for agile marketers and developers to create, launch, and manage websites built on WordPress and Drupal. Founded in 2010, Pantheon provides cloud-based web development tools and hosting services that facilitate efficient website operations across various industries, including media, technology, higher education, nonprofit, government, healthcare, financial services, food and beverage, manufacturing, and travel. By streamlining the website development process, Pantheon enables users to innovate more rapidly and achieve their business objectives effectively.

Aceable

Series B in 2018
Aceable, Inc. is an online education company based in Austin, Texas, that specializes in providing state-approved driving and real estate courses through a mobile application. Founded in 2012, the company offers a range of driving education programs, including traffic law and substance abuse education for individuals aged 14 and older in Florida, as well as specific teen and adult driving courses for varying age groups in Texas. Additionally, Aceable provides defensive driving courses suitable for various ages. By leveraging its mobile platform, the company aims to deliver engaging and accessible educational content, allowing users to learn effectively and conveniently. Aceable also operates in Georgia, expanding its reach in the online education market.

Brandwatch

Venture Round in 2018
Brandwatch is a leading provider of social media listening and analytics tools that enable brands to gain real-time insights into consumer behavior and market trends. The company serves over 7,500 clients, including some of the world's most admired brands, by combining advanced AI-driven digital consumer intelligence with industry-leading social media management solutions. Brandwatch's platform allows users to segment and analyze data effectively, helping businesses identify opportunities and threats as they emerge. With a focus on fostering diversity and inclusion within its workforce, Brandwatch operates globally from 15 offices and employs more than 1,000 people. As a part of Cision, Brandwatch empowers brands and agencies to make data-driven decisions and execute effective social strategies across various customer touchpoints in a rapidly evolving digital landscape.

Elastic Path

Series B in 2018
Elastic Path Software Inc. is a provider of enterprise commerce software and content management platform solutions, focusing on delivering innovative e-commerce experiences. Founded in 2000 and headquartered in Vancouver, Canada, with an additional office in Ontario, the company specializes in Composable Commerce, allowing brands to implement a multi-vendor approach efficiently and with reduced risk. Its key offerings include Elastic Path Commerce, an enterprise platform that integrates with major marketing clouds such as Adobe Marketing Cloud, enabling effective merchandising, pricing, promotions, and order management. Elastic Path also offers a range of professional services, including development, site implementation, consulting, and training, aimed at enhancing e-commerce performance for clients across various sectors, including telecommunications, media, publishing, and consumer services. The company's commitment to empowering commerce leaders is reflected in its collaborative culture, which emphasizes open feedback and customer-centric values.

MetricStream

Venture Round in 2017
MetricStream, Inc. is a leading provider of governance, risk, and compliance (GRC) software solutions, offering both cloud-based and on-premise applications. Founded in 1999 and headquartered in Palo Alto, California, the company serves a diverse range of industries, including banking, healthcare, automotive, and energy. Its software platform encompasses various functions such as internal audits, regulatory compliance, risk management, quality assurance, and vendor governance, enabling organizations to enhance their business performance and make informed decisions amidst regulatory complexities. MetricStream's solutions facilitate the integration of governance, risk management, and compliance across organizations, empowering users to navigate risks effectively while pursuing growth opportunities. With a commitment to customer support, implementation, and training, MetricStream continues to strengthen its presence in the global market through strategic partnerships and a robust portfolio of services.

CallRail

Venture Round in 2017
CallRail, Inc. is a business-to-business software company that specializes in phone call tracking, recording, and analytics services aimed at helping data-driven businesses enhance their marketing efforts. Founded in 2011 and based in Atlanta, Georgia, CallRail provides a platform that allows users to measure phone call conversions from various marketing campaigns, including digital and offline channels. The software automatically assigns tracking phone numbers to the appropriate audience, captures the visitor journey before and after calls, and enables users to manage multiple companies and locations from a single account. Additionally, CallRail's tools help marketers optimize the performance of their advertising campaigns, improve sales effectiveness, and enhance customer retention by providing comprehensive insights into inbound leads generated through calls, forms, and chats.

Demandbase

Series H in 2017
Demandbase is a developer of an account-based marketing platform tailored for business-to-business (B2B) companies seeking to optimize their revenue generation while utilizing fewer resources. The platform integrates advertising, marketing, sales, and analytics, allowing sales and marketing professionals to effectively identify and engage with high-potential accounts. By leveraging a combination of proprietary data and artificial intelligence, Demandbase enables organizations to align their sales and marketing efforts, ensuring that time and budget are directed toward accounts most likely to convert. Additionally, the company offers a pay-as-you-go service for acquiring B2B marketing lists, sales leads, and email marketing solutions, thereby enhancing clients' overall marketing performance.

Rapid RTC

Venture Round in 2017
Rapid RTC is a digital communications and lead management firm that specializes in assisting automobile dealers with engaging online buyers in real time. The company provides salespeople with tools to make an impactful first impression through various channels such as video calls, phone meetings, chat, text, or social media. Rapid RTC collects leads and delivers them instantly to the most qualified salesperson using a user-friendly platform. Their goal is to ensure that every step of the online purchase process offers a seamless omni-channel consumer experience by balancing technology and human interaction. The company has been operating for nearly 20 years and serves over 1,400 clients in more than 20 languages across nearly 30 countries on three continents. Rapid RTC is headquartered in Winnipeg, Manitoba, with additional offices in Toronto, Ontario, Paris, France, and London, U.K.

National Arbitration and Mediation

Venture Round in 2017
National Arbitration and Mediation is a provider of alternative dispute resolution (ADR) services, specializing in the administration of arbitrations and mediations for law firms and organizations across various sectors such as appellate, commercial, construction, employment, and insurance. They offer a range of services including arbitration, mediation, case management, trial preparation, and related consulting services, aiming to facilitate timely and affordable resolution of litigation issues for their clients.

Womply

Series B in 2016
Womply is a local commerce platform founded in 2011 that aims to support the growth of small businesses in a digital environment. The company offers a range of applications, APIs, and marketing and financial tools designed to enhance local commerce for over 500,000 businesses across the United States. Womply's services are driven by its proprietary Womply Commerce Graph, a comprehensive data asset that provides insights into local commerce dynamics. The platform includes features for online presence and reputation management, as well as customer and revenue analytics, addressing the typical needs of local businesses. Through its technology and data-driven approach, Womply seeks to empower small businesses to thrive and simplify their operational challenges.

360insights

Venture Round in 2016
360insights is a developer of on-demand incentive management software designed to optimize channel incentives for manufacturers and distributors. The company's versatile software as a service platform allows clients to create, measure, and manage various incentive programs, including sales incentives, consumer rebates, and volume incentive rebates, in real time. With features that ensure 100% auditing and prompt payout of claims, 360insights enables businesses to rapidly test and analyze critical data, providing valuable insights that enhance their channel incentive strategies. This capability helps clients maximize their return on investment by effectively managing their incentive programs.

Avalara

Series D in 2016
Avalara, Inc. provides cloud-based solutions for transaction tax compliance globally, assisting businesses in navigating the complexities of tax regulations. Founded in 2004 and headquartered in Seattle, the company offers a comprehensive suite of tools that streamline tax compliance processes. Its flagship product, AvaTax, determines sales tax in the United States, while Avalara Returns facilitates tax return preparation and filing. The company also offers solutions for managing sales tax exemption certificates, tax registrations, and various indirect taxes, including VAT and GST. Avalara partners with ERP, accounting, and e-commerce platforms to deliver its services, which help businesses automate tax calculations, filing, and record-keeping, thereby reducing errors and compliance costs. Additional offerings include professional services for nexus studies and specialized tax research, as well as tools for product taxability and licensing. By focusing on automation and integration, Avalara aims to simplify the tax compliance landscape for businesses of all sizes.

Crimson Hexagon

Series C in 2016
Crimson Hexagon, founded in 2007 and headquartered in Boston, Massachusetts, is a leading provider of social media analysis software. The company's AI-powered platform offers global brands and agencies instant access to vast amounts of unstructured text and image data from various sources. This enables clients to gain comprehensive insights into consumer behavior, track brand perception, monitor campaign performance, and detect market trends in real-time. Crimson Hexagon serves a diverse range of prominent clients, including Anheuser-Busch InBev, Adidas, General Mills, Paramount Pictures, Starbucks, and Twitter. The company also offers reduced-fee access to its platform for nonprofits, classrooms, and research communities through its social impact program. As of October 31, 2018, Crimson Hexagon operates as a subsidiary of Runtime Collective Limited.

Demandbase

Series G in 2015
Demandbase is a developer of an account-based marketing platform tailored for business-to-business (B2B) companies seeking to optimize their revenue generation while utilizing fewer resources. The platform integrates advertising, marketing, sales, and analytics, allowing sales and marketing professionals to effectively identify and engage with high-potential accounts. By leveraging a combination of proprietary data and artificial intelligence, Demandbase enables organizations to align their sales and marketing efforts, ensuring that time and budget are directed toward accounts most likely to convert. Additionally, the company offers a pay-as-you-go service for acquiring B2B marketing lists, sales leads, and email marketing solutions, thereby enhancing clients' overall marketing performance.

MetricStream

Venture Round in 2014
MetricStream, Inc. is a leading provider of governance, risk, and compliance (GRC) software solutions, offering both cloud-based and on-premise applications. Founded in 1999 and headquartered in Palo Alto, California, the company serves a diverse range of industries, including banking, healthcare, automotive, and energy. Its software platform encompasses various functions such as internal audits, regulatory compliance, risk management, quality assurance, and vendor governance, enabling organizations to enhance their business performance and make informed decisions amidst regulatory complexities. MetricStream's solutions facilitate the integration of governance, risk management, and compliance across organizations, empowering users to navigate risks effectively while pursuing growth opportunities. With a commitment to customer support, implementation, and training, MetricStream continues to strengthen its presence in the global market through strategic partnerships and a robust portfolio of services.

Alfresco Software

Series D in 2014
Alfresco Software is an enterprise open-source software company based in San Mateo, California, established in 2005. It specializes in automating content-centric processes for digital businesses, offering a range of solutions including document management, web content management, and records management. By leveraging open-source technologies and contributions from the community, Alfresco develops high-quality software that is both cost-effective and efficient. Its platform facilitates seamless collaboration and connectivity, enabling organizations to digitize essential business processes and access information swiftly and easily.

Avalara

Series C in 2014
Avalara, Inc. provides cloud-based solutions for transaction tax compliance globally, assisting businesses in navigating the complexities of tax regulations. Founded in 2004 and headquartered in Seattle, the company offers a comprehensive suite of tools that streamline tax compliance processes. Its flagship product, AvaTax, determines sales tax in the United States, while Avalara Returns facilitates tax return preparation and filing. The company also offers solutions for managing sales tax exemption certificates, tax registrations, and various indirect taxes, including VAT and GST. Avalara partners with ERP, accounting, and e-commerce platforms to deliver its services, which help businesses automate tax calculations, filing, and record-keeping, thereby reducing errors and compliance costs. Additional offerings include professional services for nexus studies and specialized tax research, as well as tools for product taxability and licensing. By focusing on automation and integration, Avalara aims to simplify the tax compliance landscape for businesses of all sizes.

Reflexis Systems

Venture Round in 2014
Reflexis Systems, Inc. specializes in providing intelligent workforce management software tailored for the retail, banking, and hospitality sectors. Its comprehensive solutions include the Reflexis ONE™ platform, which encompasses tools for task management, labor operations, and advanced analytics. Key offerings such as StorePulse, Workforce Manager, and Employee Self-Service facilitate effective scheduling, time tracking, and operational execution. Reflexis Systems aims to enhance customer engagement and ensure a consistent brand experience by streamlining communication and optimizing labor decisions across multi-site organizations. Founded in 2000 and headquartered in Dedham, Massachusetts, the company operates additional offices internationally, including locations in the UK, Germany, India, Canada, and Latin America. As of September 2020, Reflexis Systems functions as a subsidiary of Zebra Technologies Corporation.

United Capital

Venture Round in 2013
United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $16 billion under administration of client assets at 42 offices around the country.

MediaKind

Venture Round in 2011
MediaKind, headquartered in Frisco, Texas, specializes in media technology. It develops and provides solutions such as media platforms, video decoding, processing, and storage, along with management and control software. The company offers two key platforms: Mediaroom, an IPTV platform, and MediaFirst, a cloud-based TV platform. Additionally, it provides solutions in video processing, stream management, and advertising. MediaKind serves global telecommunications, cable, satellite, and media companies, enabling them to deliver engaging video content across various devices and networks.

Cadence Bank

Venture Round in 2011
Cadence Bank is a regional banking institution based in Tupelo, Mississippi, with over $6.7 billion in assets. It operates more than 95 branches across Alabama, Florida, Mississippi, Georgia, Tennessee, and Texas. The bank offers a range of commercial banking and financial services tailored to individuals and small-to-medium-sized businesses. In addition to traditional banking, Cadence Bank provides wealth management services, including investment brokerage, personal trust, estate planning, and retirement accounts. The bank also has an insurance agency subsidiary that sells various insurance products. Committed to customer service, Cadence Bank emphasizes building strong relationships with clients and enhancing community development through its operations.

GoPro

Series A in 2011
GoPro, Inc. is a company that develops and sells cameras, drones, and mountable and wearable accessories aimed at capturing high-definition images and videos, particularly in extreme action contexts. Founded in 2002 and headquartered in San Mateo, California, GoPro offers a range of products including the HERO7 and HERO8 waterproof cameras, the MAX 360-degree camera, and various accessories such as mounts, housings, and batteries. The company also provides cloud-based solutions like GoPro Plus for storage and sharing, along with editing applications such as Quik and the GoPro App. GoPro markets its products through specialty retailers and online channels worldwide, with a significant portion of its revenue generated through direct sales. The company has a global presence, particularly in the Americas, Europe, the Middle East, Africa, and Asia-Pacific, with the Americas contributing over half of its total revenue.

Avalara

Series B in 2011
Avalara, Inc. provides cloud-based solutions for transaction tax compliance globally, assisting businesses in navigating the complexities of tax regulations. Founded in 2004 and headquartered in Seattle, the company offers a comprehensive suite of tools that streamline tax compliance processes. Its flagship product, AvaTax, determines sales tax in the United States, while Avalara Returns facilitates tax return preparation and filing. The company also offers solutions for managing sales tax exemption certificates, tax registrations, and various indirect taxes, including VAT and GST. Avalara partners with ERP, accounting, and e-commerce platforms to deliver its services, which help businesses automate tax calculations, filing, and record-keeping, thereby reducing errors and compliance costs. Additional offerings include professional services for nexus studies and specialized tax research, as well as tools for product taxability and licensing. By focusing on automation and integration, Avalara aims to simplify the tax compliance landscape for businesses of all sizes.

Cadence Bank

Acquisition in 2010
Cadence Bank is a regional banking institution based in Tupelo, Mississippi, with over $6.7 billion in assets. It operates more than 95 branches across Alabama, Florida, Mississippi, Georgia, Tennessee, and Texas. The bank offers a range of commercial banking and financial services tailored to individuals and small-to-medium-sized businesses. In addition to traditional banking, Cadence Bank provides wealth management services, including investment brokerage, personal trust, estate planning, and retirement accounts. The bank also has an insurance agency subsidiary that sells various insurance products. Committed to customer service, Cadence Bank emphasizes building strong relationships with clients and enhancing community development through its operations.

Cinedigm

Venture Round in 2009
Cinedigm Corp. is a distributor and aggregator of independent films, television shows, and short-form content primarily in the United States, Canada, and New Zealand. The company operates through two segments: Cinema Equipment and Content and Entertainment. Cinedigm manages a diverse library of distribution rights across various platforms, including digital, physical, and mobile entertainment. It services digital cinema assets on approximately 12,000 screens worldwide and collaborates with numerous brands and content creators to market and distribute content to targeted audiences. The company distributes products for prominent brands such as Hallmark and NFL, and offers its content through major digital platforms like Apple, Amazon Prime, and Netflix, as well as physical retailers including Walmart and Target. Additionally, Cinedigm operates several branded over-the-top (OTT) channels and provides a software platform to streamline the distribution of streaming content. Founded in 2000 and headquartered in New York, Cinedigm has formed strategic alliances to expand its reach, including collaborations to release films in China.

EverBank

Venture Round in 2008
EverBank, established in 1961 and headquartered in Jacksonville, Florida, operates as a commercial bank offering a diverse range of banking, lending, and investment services. The bank specializes in commercial real estate financing, fund financing, specialty and lender financing, structured mortgage financing, and vendor equipment financing. In addition to these services, EverBank provides various business banking solutions, including treasury services, merchant services, foreign exchange, and mobile banking. The bank serves multiple industries, including software, life sciences, real estate, private equity, infrastructure, and rail, focusing on delivering innovative financial solutions to its customers across the country.

Impact Analytics

Impact Analytics Inc. is a provider of business intelligence and insights, catering to various industries including banking, media, retail, hospitality, e-commerce, pharmaceuticals, education, and consumer goods. Founded in 2014 and headquartered in Linthicum, Maryland, the company specializes in delivering comprehensive data science solutions that empower organizations to leverage their data effectively. Impact Analytics combines expertise from strategy consulting, advanced machine learning, and application development to offer services such as consumer analytics, marketing analytics, pricing analytics, and social media analytics. Additionally, the company develops mobile applications that facilitate data collection from field employees. Through its innovative approach, Impact Analytics aims to help clients make informed decisions, enhance operational efficiencies, and drive business growth.
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