Saratoga Partners

Saratoga was founded in 1984 to execute middle-market, buyout investments as part of Dillon, Read & Co. Inc. Since then, Saratoga has formed four partnerships for such investments, responsible for investing approximately $750 million in 35 portfolio companies. Saratoga has been an independent firm since its spin-off from UBS in 1998.

Oberbeck, Christian L.

CEO

155 past transactions

VetnCare

Debt Financing in 2023
VetnCare operates as an animal hospital in Northern California, specifically located in Castro Valley. The organization emphasizes that the highest standard of veterinary care is achieved through veterinarian-owned hospitals, where clinical teams are supported effectively. Their services encompass a range of specialties, including oncology, ophthalmology, soft tissue surgery, and orthopedic surgery. VetnCare is accredited by the American Animal Hospital Association (AAHA) and is committed to maintaining high clinical standards and exceptional client service. Additionally, they offer a new graduate program and provide extensive employee benefits to ensure a supportive work environment.

MODIS Dental Partners

Private Equity Round in 2023
MODIS Dental Partners offers administrative and specialized technology support to dental partners.

MODIS Dental Partners

Debt Financing in 2023
MODIS Dental Partners offers administrative and specialized technology support to dental partners.

Alpha Aesthetics Partners

Private Equity Round in 2023
Alpha Aesthetics Partners operates as a medical aesthetics platform.

Stretch Zone

Private Equity Round in 2023
Stretch Zone is a health, wellness, and fitness company.

Stretch Zone

Debt Financing in 2023
Stretch Zone is a health, wellness, and fitness company.

JobNimbus

Debt Financing in 2023
JobNimbus is CRM and project management software that allow its users to track jobs, contacts, and tasks easily. It lets users create and define workflows, moving tasks across multiple stages before completion. They can use the app to access important client information and to update lead details on-the-go, from any device. All the documents are securely stored within JobNimbus, allowing users to send and share files to selected team members and clients. The JobNimbus app allows users to create estimates, invoices, proposals, work orders, and contracts. They can automatically apply tax rates and quantities to estimates and covert these to invoices in a few steps. Documents can be auto-filled and templates saved for future use. Further project management features include scheduling and calendar organization, with notifications on task progress, JobNimbus also integrates with Google Maps and Google Calendar for further project organization.

Alpha Aesthetics Partners

Debt Financing in 2023
Alpha Aesthetics Partners operates as a medical aesthetics platform.

ETU

Venture Round in 2022
EmpowerTheUser offers a talent development platform focused on enhancing employee skills through remote training and assessments. The company specializes in simulation-based learning, which enables individuals to apply and measure their skills effectively. By delivering personalized learning paths and real-time analytics, ETU helps organizations understand the skills and behaviors of their workforce. This approach not only improves individual employee performance but also ensures that team capabilities align with broader business objectives. Through the design and implementation of transformative digital learning programs, ETU aims to drive significant advancements in workforce development and overall organizational success.

ETU

Debt Financing in 2022
EmpowerTheUser offers a talent development platform focused on enhancing employee skills through remote training and assessments. The company specializes in simulation-based learning, which enables individuals to apply and measure their skills effectively. By delivering personalized learning paths and real-time analytics, ETU helps organizations understand the skills and behaviors of their workforce. This approach not only improves individual employee performance but also ensures that team capabilities align with broader business objectives. Through the design and implementation of transformative digital learning programs, ETU aims to drive significant advancements in workforce development and overall organizational success.

Oohlala Mobile

Debt Financing in 2022
Oohlala Mobile is an education technology company focused on enhancing the student experience within higher education institutions. The company offers a student experience platform that streamlines communication between students and their institutions. This platform allows students to engage with their peers and administrators effectively, facilitating discussions on various topics such as housing, coursework, and campus resources. By providing tools for content management and assessing engagement trends, Oohlala Mobile enables institutions to gather valuable insights into student interactions and preferences. Their mission is to simplify campus life, ultimately leading to improved student success and retention. Partnering with over 350 institutions globally, Oohlala Mobile aims to create a supportive and engaging environment for students navigating their academic journeys.

Wellspring

Private Equity Round in 2022
Wellspring Worldwide provides a comprehensive business management platform that streamlines corporate venturing and licensing operations. Its software products, including Sophia, Flintbox, and Zeto, oversee the entire Knowledge Supply Chain, allowing organizations such as leading companies, hospitals, and universities to effectively manage their intellectual assets. The platform integrates functions like disclosures, docketing, and financial management into a single system, featuring customizable workflows and automated processes to enhance efficiency. Founded in 2003 and based in Chicago, Illinois, Wellspring enables clients to develop scalable innovation programs, regardless of the complexity of their project portfolios or geographic reach.

Wellspring

Debt Financing in 2022
Wellspring Worldwide provides a comprehensive business management platform that streamlines corporate venturing and licensing operations. Its software products, including Sophia, Flintbox, and Zeto, oversee the entire Knowledge Supply Chain, allowing organizations such as leading companies, hospitals, and universities to effectively manage their intellectual assets. The platform integrates functions like disclosures, docketing, and financial management into a single system, featuring customizable workflows and automated processes to enhance efficiency. Founded in 2003 and based in Chicago, Illinois, Wellspring enables clients to develop scalable innovation programs, regardless of the complexity of their project portfolios or geographic reach.

JDXpert

Debt Financing in 2022
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.

JDXpert

Private Equity Round in 2022
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.

Exigo

Private Equity Round in 2022
Exigo Office Inc. is an application services provider (ASP), which offers IT solutions for mid sized companies. The company's products include Exigo, which assist in contact management, e-mail, calendaring, customer relationship management, order processing and tracking, file sharing, instant messaging between users, time tracking and project management, mail broadcasts to customers, and administrative control over users. Exigo Office was founded in 1997 and is based in Dallas, Texas.

Exigo

Debt Financing in 2022
Exigo Office Inc. is an application services provider (ASP), which offers IT solutions for mid sized companies. The company's products include Exigo, which assist in contact management, e-mail, calendaring, customer relationship management, order processing and tracking, file sharing, instant messaging between users, time tracking and project management, mail broadcasts to customers, and administrative control over users. Exigo Office was founded in 1997 and is based in Dallas, Texas.

Ascend Software

Debt Financing in 2021
Ascend Software, Inc. is a technology company that specializes in accounts payable automation software for medium and large enterprises. The company's cloud-based solutions encompass a range of services, including accounts payable automation, enterprise content management, travel and expense management, and advanced fraud detection and prevention. Ascend Software also provides business process outsourcing, allowing organizations to streamline their workflows, effectively manage digital information, and enhance overall operational efficiency.

Madison Logic

Debt Financing in 2021
Madison Logic specializes in account-based marketing (ABM) and data management, offering a platform designed to assist B2B marketers in engaging influential individuals throughout the buyer's journey. The ML Platform integrates targeted advertising and content syndication with robust attribution metrics, utilizing proprietary data to identify accounts most likely to make a purchase. By streamlining the customer journey, Madison Logic helps enterprises prioritize their top accounts, accelerate their sales pipelines, and ultimately enhance return on investment. This comprehensive solution enables businesses to effectively track and engage enterprise customers through digital marketing efforts, facilitating the conversion of prospects into sales.

Lee's Famous Recipe Chicken

Private Equity Round in 2021
Lee's Famous Recipe Chicken is a restaurant specializing in chicken and chicken dishes.

Lee's Famous Recipe Chicken

Debt Financing in 2021
Lee's Famous Recipe Chicken is a restaurant specializing in chicken and chicken dishes.

Chronus

Debt Financing in 2021
Chronus LLC specializes in developing mentoring software designed for a diverse range of clients, including Fortune 50 companies, universities, government entities, and professional associations worldwide. Founded in 2007 and headquartered in Bellevue, Washington, with an additional office in Chennai, India, Chronus provides tools that enable organizations to initiate, manage, and assess mentoring programs effectively. The company's software aims to enhance learning and development by automating and scaling mentoring initiatives, ultimately saving organizations time and resources. Notable clients such as Amazon, Shell, and Uber utilize Chronus's innovative solutions to foster inclusive and future-ready mentoring programs, impacting millions of participants across various sectors.

Fuse

Series B in 2021
Fuse is an innovative insurance app designed to streamline various insurance activities for users. It serves as a platform that connects a range of insurance products from multiple companies, allowing individuals to easily register as partners, compare different policies, and select the most suitable options for their needs. The app emphasizes a fast, secure, and paperless approach to insurance, providing clients with reliable services that protect their futures. With a focus on user convenience, Fuse aims to simplify the insurance process and enhance accessibility to essential coverage.

Chronus

Private Equity Round in 2021
Chronus LLC specializes in developing mentoring software designed for a diverse range of clients, including Fortune 50 companies, universities, government entities, and professional associations worldwide. Founded in 2007 and headquartered in Bellevue, Washington, with an additional office in Chennai, India, Chronus provides tools that enable organizations to initiate, manage, and assess mentoring programs effectively. The company's software aims to enhance learning and development by automating and scaling mentoring initiatives, ultimately saving organizations time and resources. Notable clients such as Amazon, Shell, and Uber utilize Chronus's innovative solutions to foster inclusive and future-ready mentoring programs, impacting millions of participants across various sectors.

Axero Solutions

Private Equity Round in 2021
<p>Axero Solutions provides intranet solutions and collaboration software.</p> <p>The flagship product is Communifire, is the first company intranet software that connects your people, documents and projects. Increase transparency throughout your organization. No Bottlenecks. No silos. Organize your content & documents. Make them easy to access and easy to find. Publish internal communications and reduce email. Engage your employees by connecting them with each other. Motivate and inspire everyone from managers to employees by tracking progress on common goals. Build a best-practice bank so you can onboard new employees quickly. Make your teams more productive and accountable. You can do so much more when your employees work together.</p> <p>Give Your Teams a Really Useful Intranet. Help departments work beautifully - no matter where they are - with an intranet that does more than just store old HR docs. Check out what is truly possible with Communifire's modern, flexible intranet solution.</p> <ul> <li>Company Intranet Software - Your employees will love an intranet tailored to how they already work. Zero learning curve. No IT department required.</li> <li>Internal Communications - There's more to work life than email. Communicate like a boss with channels your employees enjoy and expect in a 21st century business.</li> <li>Knowledge Management - Never again lose valuable corporate knowledge and best practices. Capture it all inside an easy-to-use, self-serve living library available to everyone at any time.</li> <li>Team Collaboration - Never miss a milestone again. Ever. Unify distributed teams and keep them updated on projects, progress, and goals automatically.</li> <li>Community Software - Build a vibrant and thriving online community. Become a communications hub for people inside and outside your organization.</li> </ul> <p>Start Small. Start Today with a Free Trial</p> <p>Within a day or two, you can have your own intranet solution. No other intranet software is this easy to tailor to how you already work. And there's not another platform that's this simple to use. Need a custom feature? Just ask.</p> <p>The company was founded in 2007, is a self-funded, private business with its headquarters in San Diego, CA.</p>

Pepper Palace

Debt Financing in 2021
Pepper Palace is a gourmet grocery store and manufacturer located in Sevierville, Tennessee, specializing in hot sauces and a variety of related products. The company offers a wide range of items, including hot sauces, seasonings, dips, rubs, and condiments, catering to customers who seek spicy culinary options. With its specialty retail location, Pepper Palace aims to provide a comprehensive shopping experience for hot sauce enthusiasts and those looking to enhance their meals with flavorful spice.

Axero Solutions

Debt Financing in 2021
<p>Axero Solutions provides intranet solutions and collaboration software.</p> <p>The flagship product is Communifire, is the first company intranet software that connects your people, documents and projects. Increase transparency throughout your organization. No Bottlenecks. No silos. Organize your content & documents. Make them easy to access and easy to find. Publish internal communications and reduce email. Engage your employees by connecting them with each other. Motivate and inspire everyone from managers to employees by tracking progress on common goals. Build a best-practice bank so you can onboard new employees quickly. Make your teams more productive and accountable. You can do so much more when your employees work together.</p> <p>Give Your Teams a Really Useful Intranet. Help departments work beautifully - no matter where they are - with an intranet that does more than just store old HR docs. Check out what is truly possible with Communifire's modern, flexible intranet solution.</p> <ul> <li>Company Intranet Software - Your employees will love an intranet tailored to how they already work. Zero learning curve. No IT department required.</li> <li>Internal Communications - There's more to work life than email. Communicate like a boss with channels your employees enjoy and expect in a 21st century business.</li> <li>Knowledge Management - Never again lose valuable corporate knowledge and best practices. Capture it all inside an easy-to-use, self-serve living library available to everyone at any time.</li> <li>Team Collaboration - Never miss a milestone again. Ever. Unify distributed teams and keep them updated on projects, progress, and goals automatically.</li> <li>Community Software - Build a vibrant and thriving online community. Become a communications hub for people inside and outside your organization.</li> </ul> <p>Start Small. Start Today with a Free Trial</p> <p>Within a day or two, you can have your own intranet solution. No other intranet software is this easy to tailor to how you already work. And there's not another platform that's this simple to use. Need a custom feature? Just ask.</p> <p>The company was founded in 2007, is a self-funded, private business with its headquarters in San Diego, CA.</p>

Pepper Palace

Private Equity Round in 2021
Pepper Palace is a gourmet grocery store and manufacturer located in Sevierville, Tennessee, specializing in hot sauces and a variety of related products. The company offers a wide range of items, including hot sauces, seasonings, dips, rubs, and condiments, catering to customers who seek spicy culinary options. With its specialty retail location, Pepper Palace aims to provide a comprehensive shopping experience for hot sauce enthusiasts and those looking to enhance their meals with flavorful spice.

Artemis Wax

Debt Financing in 2021
Artemis Wax offers acquisition and partnership solutions tailored for European wax centers located throughout the United States. The firm provides its clients with services encompassing the acquisition, partnership, and growth of wax enterprises, along with other related offerings.

Zollege Healthcare Career Schools

Private Equity Round in 2021
Our mission is to help build the next generation of healthcare workers by making education accessible to all. We help students achieve rewarding careers without the sacrifices and barriers of traditional higher education programs. We offer accelerated medical assistant and dental assistant training programs, where students learn top-rated curriculum from passionate medical and dental assistant professionals. We connect learning and real-world experience through interactive lesson plans and labs taught in active medical and dental facilities. Our programs spark opportunities and help students achieve the future they’re capable of without having to attend years of schooling. We currently have over 130 program locations operating throughout the U.S. and are growing daily. Interested in partnering with Zollege Healthcare Career School? Get in touch with us today at info@zollege.com

Zollege Healthcare Career Schools

Debt Financing in 2021
Our mission is to help build the next generation of healthcare workers by making education accessible to all. We help students achieve rewarding careers without the sacrifices and barriers of traditional higher education programs. We offer accelerated medical assistant and dental assistant training programs, where students learn top-rated curriculum from passionate medical and dental assistant professionals. We connect learning and real-world experience through interactive lesson plans and labs taught in active medical and dental facilities. Our programs spark opportunities and help students achieve the future they’re capable of without having to attend years of schooling. We currently have over 130 program locations operating throughout the U.S. and are growing daily. Interested in partnering with Zollege Healthcare Career School? Get in touch with us today at info@zollege.com

Lexipol

Private Equity Round in 2021
Lexipol, LLC is a provider of web-based policy and procedure manuals tailored for public safety organizations across the United States. Based in Aliso Viejo, California, the company has been a leader in delivering solutions that enhance the performance and well-being of public safety professionals, including first responders and local government employees, for over 20 years. Lexipol serves a wide range of clients, including police departments, fire services, and various state agencies, offering essential policy content, daily training bulletins, and wellness support resources. The company’s SaaS-based platform enables agencies to manage policies effectively, reduce litigation risk, and improve operational efficiency, thereby fostering transparency, accountability, and trust within communities. With a reach of over 2 million public safety and government professionals in more than 10,000 agencies, Lexipol empowers leaders to train and prepare their personnel optimally.

Greenphire

Private Equity Round in 2021
Greenphire, Inc. specializes in providing clinical trial payment solutions for sponsors, contract research organizations (CROs), and research sites. Established in 2007 and headquartered in King of Prussia, Pennsylvania, with an additional office in London, the company offers solutions such as ClinCard, which automates participant reimbursements and stipends, and eClinicalGPS, which streamlines and accelerates global site payments. These tools optimize the financial lifecycle management of clinical trials, enhancing efficiency and performance for clients in the pharmaceutical, biotechnology, and medical device sectors. Greenphire's solutions are designed to improve workflow automation, enabling better business insights and more successful clinical trials.

Book4Time

Venture Round in 2021
Book4Time is a provider of cloud-based management software tailored for the hospitality and wellness industries, including hotels, resorts, casinos, spas, and fitness centers. The company specializes in spa management, activity scheduling, and revenue management solutions. Its software facilitates booking, inventory management, and payment processing, enabling clients to streamline operations and enhance customer experiences. By offering comprehensive tools for recreation management and membership programs, Book4Time supports businesses in optimizing their resources and maximizing revenue.

Book4Time

Debt Financing in 2020
Book4Time is a provider of cloud-based management software tailored for the hospitality and wellness industries, including hotels, resorts, casinos, spas, and fitness centers. The company specializes in spa management, activity scheduling, and revenue management solutions. Its software facilitates booking, inventory management, and payment processing, enabling clients to streamline operations and enhance customer experiences. By offering comprehensive tools for recreation management and membership programs, Book4Time supports businesses in optimizing their resources and maximizing revenue.

New England Dental Partners

Debt Financing in 2020
New England Dental Partners is a dental support organization that provides non-clinical office support and administrative services to a network of dental practices. The company specializes in daily office management, billing and collections management, compliance, human resources, and finance and accounting administration. Additionally, New England Dental Partners assists with supplies procurement and purchasing. By offering these services, the organization enables dental professionals to maintain their clinical autonomy while benefiting from enhanced personal and professional flexibility.

Granite Comfort

Debt Financing in 2020
Granite Comfort was founded in 2018 by Alex Black and Tiger Infrastructure Partners to invest in and partner with established, market-leading HVAC contractors in the United States. The company augments the business model of partner businesses by enabling them to add a rental offering to their existing portfolio of home comfort solutions, creating a unique and differentiated selling proposition that is proven to result in accelerated and more predictable business growth. Granite Comfort has partnered with Tiger Infrastructure Partners, an institutional infrastructure investor with a long-term investment strategy, to support the acquisition of established leading HVAC contractors and the capital invested in ramping up the rental model. Tiger Infrastructure Partners manages approximately $950 million in assets.

Procurement Partners

Debt Financing in 2020
Procurement Partners, LLC, based in Brookfield, Wisconsin, specializes in e-procurement and invoice automation solutions. Established in 2010, the company offers a comprehensive procure-to-pay (P2P) system that streamlines ordering and invoicing processes for organizations, particularly in the healthcare sector. Its platform features a range of capabilities, including budget management, general ledger coding, accounts payable integration, and automated invoice auditing. By providing a flexible portal that captures 100% of invoices, Procurement Partners aims to reduce off-contract spending and enhance efficiency in purchasing operations. The company's commitment to serving clients and vendors of all sizes has contributed to its rapid growth in various markets.

Service Fusion

Debt Financing in 2020
Service Fusion is a cloud-based field service management software designed for the HVAC, plumbing, electrical, IT service, and a number of other field service industries. Used by over 4,000 service contracting businesses in the U.S. and Canada, Service Fusion consolidates multiple systems into one easy-to-use platform that allows them to decrease operational costs and win repeat business.

Buildout

Private Equity Round in 2020
Buildout Inc. is a Chicago-based company that specializes in developing comprehensive solutions for the commercial real estate (CRE) sector. Established in 2010, Buildout offers a cloud-based platform designed to streamline the property listing process for brokerage firms. Its tools automate marketing tasks and simplify document creation, allowing users to produce and update marketing materials, proposals, and website content from a single interface. This functionality enhances efficiency in deal-making and improves customer relationship management for brokers. By providing these integrated solutions, Buildout enables its clients to enhance their competitiveness and accelerate growth in the commercial real estate market.

Buildout

Debt Financing in 2020
Buildout Inc. is a Chicago-based company that specializes in developing comprehensive solutions for the commercial real estate (CRE) sector. Established in 2010, Buildout offers a cloud-based platform designed to streamline the property listing process for brokerage firms. Its tools automate marketing tasks and simplify document creation, allowing users to produce and update marketing materials, proposals, and website content from a single interface. This functionality enhances efficiency in deal-making and improves customer relationship management for brokers. By providing these integrated solutions, Buildout enables its clients to enhance their competitiveness and accelerate growth in the commercial real estate market.

SHR

Debt Financing in 2020
SHR Group is a developer of a hospitality platform focused on improving hotel operations and enhancing guest experiences through artificial intelligence. The company provides a comprehensive suite of AI-powered tools and services designed for independent hotels and regional chains. These offerings aim to streamline online bookings, optimize distribution, and personalize guest interactions, ultimately helping hotels maximize their profitability. By leveraging advanced technology, SHR Group seeks to transform the way hotels operate and engage with their guests.

GoReact

Debt Financing in 2020
GoReact is a software company that specializes in video-based skill assessment, aiming to enhance education by fostering a more human-centric approach to learning. Founded in 2011 and headquartered in Orem, Utah, GoReact's platform enables scalable video observation, coaching, and assessment, which facilitates the demonstration of skills competency. By emphasizing greater human connection and engagement, the platform accelerates skill development and improves the overall learning experience.

Village Realty

Debt Financing in 2019
Village Realty is a real estate company based in Nags Head, North Carolina, specializing in vacation rentals and property management. The company offers a range of services, including rental home and condo listings in Corolla, real estate sales, maintenance repairs, and association management. By providing comprehensive support, Village Realty serves as a reliable steward for vacation property owners, ensuring that their investments are well-maintained and effectively marketed.

Village Realty

Venture Round in 2019
Village Realty is a real estate company based in Nags Head, North Carolina, specializing in vacation rentals and property management. The company offers a range of services, including rental home and condo listings in Corolla, real estate sales, maintenance repairs, and association management. By providing comprehensive support, Village Realty serves as a reliable steward for vacation property owners, ensuring that their investments are well-maintained and effectively marketed.

Davisware

Debt Financing in 2019
Davisware, Inc. is a provider of enterprise resource planning (ERP) software tailored for the service industry, particularly focusing on heating, ventilation, and air conditioning (HVAC) businesses. Founded in 1988 and headquartered in West Dundee, Illinois, the company offers a comprehensive suite of software solutions, including S2K Vision and GlobalEdge. These modular systems facilitate remote scheduling, field technician management, field sales enablement, real-time vehicle tracking, inventory management, and warranty management. By automating workflows and streamlining operations, Davisware enables its clients to enhance efficiency and effectively manage their service businesses.

Top Gun Pressure Washing

Debt Financing in 2019
Top Gun Pressure Washing's professional services will improve the safety, performance and appearance of any residential, commercial or industrial building exterior, manufacturing environments, prepared surfaces, floors and heavy equipment.

Top Gun Pressure Washing

Private Equity Round in 2019
Top Gun Pressure Washing's professional services will improve the safety, performance and appearance of any residential, commercial or industrial building exterior, manufacturing environments, prepared surfaces, floors and heavy equipment.

Planet DDS

Debt Financing in 2019
Planet DDS, Inc. is a provider of cloud-based practice management software tailored for the dental industry. The company offers a comprehensive platform that includes Denticon, a solution designed to enhance practice efficiency through features like real-time analytics, dental image management, patient communication tools, and administrative task support such as insurance verifications. Serving over 10,000 dental practices in North America, Planet DDS aims to address the pressing challenges faced by dental professionals by streamlining operations and improving patient engagement. Founded in 2004 and headquartered in Costa Mesa, California, the company also provides dedicated customer support to ensure the effective use of its software solutions.

InVita Healthcare Technologies

Debt Financing in 2019
InVita Healthcare Technologies specializes in developing software solutions for complex medical environments, including forensic and community care settings. The company's offerings focus on optimizing supply chains, enhancing sample tracking, and improving visibility across various operations such as blood and plasma management and the lifecycle of tissues and implants. By streamlining workflows and connecting data, InVita's platforms aim to make processes safer, simpler, and more compliant, while also driving cost control and efficiency. This approach not only supports organizations in managing their resources effectively but also enhances patient and public safety outcomes.

Flywheel

Private Equity Round in 2019
Flywheel is a company based in Colorado Springs, Colorado, that focuses on developing tools for web designers and developers using WordPress. Founded in 2012, Flywheel's mission is to enhance the productivity of creatives by providing a range of well-designed products and resources. Its flagship offering is a user-friendly WordPress hosting platform, complemented by Local by Flywheel, a mobile application designed for efficient local development and management of WordPress sites. The company aims to create sleek and simple solutions that enable users to build, launch, and manage WordPress sites effectively. With a client base that includes small agencies and large enterprises, Flywheel has supported over 100,000 users in scaling their businesses on the WordPress platform.

Flywheel

Debt Financing in 2019
Flywheel is a company based in Colorado Springs, Colorado, that focuses on developing tools for web designers and developers using WordPress. Founded in 2012, Flywheel's mission is to enhance the productivity of creatives by providing a range of well-designed products and resources. Its flagship offering is a user-friendly WordPress hosting platform, complemented by Local by Flywheel, a mobile application designed for efficient local development and management of WordPress sites. The company aims to create sleek and simple solutions that enable users to build, launch, and manage WordPress sites effectively. With a client base that includes small agencies and large enterprises, Flywheel has supported over 100,000 users in scaling their businesses on the WordPress platform.

InVita Healthcare Technologies

Venture Round in 2019
InVita Healthcare Technologies specializes in developing software solutions for complex medical environments, including forensic and community care settings. The company's offerings focus on optimizing supply chains, enhancing sample tracking, and improving visibility across various operations such as blood and plasma management and the lifecycle of tissues and implants. By streamlining workflows and connecting data, InVita's platforms aim to make processes safer, simpler, and more compliant, while also driving cost control and efficiency. This approach not only supports organizations in managing their resources effectively but also enhances patient and public safety outcomes.

OnBoard

Private Equity Round in 2018
OnBoard is a secure board management platform that helps organizations prepare, conduct, and analyze board meetings. It makes board meetings easy. It’s the world’s most intuitive board management software. OnSemble makes employee collaboration easy, an intranet backed with the trust of hundreds of leading financial institutions. OnBoard was founded in 2003 and is based in Indianapolis, Indiana.

OnBoard

Debt Financing in 2018
OnBoard is a secure board management platform that helps organizations prepare, conduct, and analyze board meetings. It makes board meetings easy. It’s the world’s most intuitive board management software. OnSemble makes employee collaboration easy, an intranet backed with the trust of hundreds of leading financial institutions. OnBoard was founded in 2003 and is based in Indianapolis, Indiana.

Axiom Medical

Private Equity Round in 2018
Axiom Medical offers comprehensive occupational health services that support employees throughout their entire work life, from pre-hire to post-separation. The company specializes in workers' compensation, disability case management, and OSHA-mandated medical programs, ensuring that clients receive services from highly qualified professionals rather than inexperienced associates. Axiom's diverse offerings include case management for disabilities, maritime medicine, and various program management services such as hearing conservation, respiratory protection, and wellness compliance. By focusing on effective and innovative healthcare solutions, Axiom Medical aims to enhance the well-being of employees while providing a meaningful return on investment for employers, helping to minimize work downtime and accelerate recovery.

Axiom Medical

Debt Financing in 2018
Axiom Medical offers comprehensive occupational health services that support employees throughout their entire work life, from pre-hire to post-separation. The company specializes in workers' compensation, disability case management, and OSHA-mandated medical programs, ensuring that clients receive services from highly qualified professionals rather than inexperienced associates. Axiom's diverse offerings include case management for disabilities, maritime medicine, and various program management services such as hearing conservation, respiratory protection, and wellness compliance. By focusing on effective and innovative healthcare solutions, Axiom Medical aims to enhance the well-being of employees while providing a meaningful return on investment for employers, helping to minimize work downtime and accelerate recovery.

Omatic

Debt Financing in 2018
Omatic is a provider of task automation software specifically designed for nonprofit organizations. The company focuses on enhancing the integration and automation of various nonprofit applications with existing systems, which helps to improve data quality and reduce the time staff spends on manual tasks. By eliminating labor-intensive and error-prone processes, Omatic enables technical teams to concentrate on more strategic initiatives. The software ensures that data across the organization is accurate and up-to-date, which in turn enhances the effectiveness of fundraising activities, marketing campaigns, and donor stewardship. With improved financial visibility and tracking, nonprofits can better leverage their data for enriched engagement and successful outcomes in their initiatives.

Omatic

Private Equity Round in 2018
Omatic is a provider of task automation software specifically designed for nonprofit organizations. The company focuses on enhancing the integration and automation of various nonprofit applications with existing systems, which helps to improve data quality and reduce the time staff spends on manual tasks. By eliminating labor-intensive and error-prone processes, Omatic enables technical teams to concentrate on more strategic initiatives. The software ensures that data across the organization is accurate and up-to-date, which in turn enhances the effectiveness of fundraising activities, marketing campaigns, and donor stewardship. With improved financial visibility and tracking, nonprofits can better leverage their data for enriched engagement and successful outcomes in their initiatives.

Tile Redi

Debt Financing in 2017
Tile Redi is a manufacturer that specializes in innovative shower products for both residential and commercial markets. The company is recognized for its one-piece, customizable shower pans that are leak-proof, easy to install, and UL certified. In addition to shower pans, Tile Redi offers a range of complementary products, including shower shelves, seats, shaving steps, and decorative shelf kits, all designed to enhance functionality in bathroom spaces. With a focus on quality control and innovation, the company produces its products in the USA at its own manufacturing facilities, ensuring high standards and performance in its offerings.

C2 Education

Debt Financing in 2017
C2 Education began as a private tutoring program run out of a Harvard University dorm room. Since then, they’ve grown to include more than 180 centers nationwide, serving more than 10,000 students and their families each week. They are the nation’s fastest-growing network of personal tutoring and SAT, PSAT, ACT and AP Exam preparation centers. They are personalized. C2 offers fully customized curricula, so their program is different for each student. They begin the process with an assessment that reveals each student’'s strengths and weaknesses and tailor lessons accordingly. There’'s nothing one-size-fits-all about us. Their expertise, personalized curricula and college counseling resources set us apart. Most other services offer two-day classes; theirs is much more comprehensive. They prepare students more effectively than other programs. You're more than a test. And they'’re more than a test prep center. Their mentors don'’t just teach subjects or testing skills. They teach life skills that will help students gain confidence, reach high and achieve great things in college and beyond it. C2 has 180 centers nationwide, serving more than 10,000 students.

FranConnect

Debt Financing in 2017
Running a franchise system isn’t easy. You lack the actionable performance data needed to manage and grow your business because the current siloed tools on which you’ve relied-such as spreadsheets,customized platform systems and home-grown solutions-just don’t cut it anymore. FranConnect’s franchise management software enables you to more effectively manage your franchise system, so you can focus on developing and delivering superior products and services. More than 600 franchisors and their franchisees rely on FranConnect to grow the number of units and make them more successful. Only FranConnect Sky software comes with Franchising Built-In™ – exclusive functionality and best-practices for the entire franchise lifecycle, so you can more effectively manage, track and run your business.

Cleo

Debt Financing in 2017
Cleo provides enterprise integration software solutions designed for ease of installation and use, catering primarily to commercial clients. The company's offerings include managed file transfer, network fax, and interactive voice and text messaging solutions. Cleo's flagship product, VLTrader, enables businesses to secure, manage, and consolidate data while ensuring compliance with regulatory mandates and service-level agreements. The software facilitates multiprotocol communications, helping organizations optimize IT resources, streamline workflows, and enhance overall efficiency. With over 35 years of experience in electronic data interchange (EDI) and a leading position in AS2 communications, Cleo's solutions are tailored to meet the diverse needs of various industries, providing comprehensive reporting to keep clients informed about their transactions.

Lighting Technologies International

Private Equity Round in 2016
Lighting Technologies International produces laser illumination systems, cinema xenon lamps, and stage/studio xenon lamps. The company creates and delivers innovative solutions through a passionate, proud, and engaged team of industry experts and partners.
Lighting Technologies International produces laser illumination systems, cinema xenon lamps, and stage/studio xenon lamps. The company creates and delivers innovative solutions through a passionate, proud, and engaged team of industry experts and partners.

Apex Payroll Software

Debt Financing in 2016
Apex Payroll is a leader in the payroll services and technology market, offering a suite of payroll and employer service tools. Thousands of companies across the United States and Guam rely on our services and technology to eliminate the hassles associated with payroll, HR, record keeping and tax filing. They got their start in 1989 as a provider of payroll solutions to payroll companies. From the start, we had a vision for Apex Payroll - provide unparalleled local service and expertise on a national scale and couple that with a powerful portfolio of scalable technology, products and services. This unique approach to the payroll business allows our local payroll offices to provide you the products and services of a large payroll company with personal service.

BoardEffect, a Diligent Brand

Debt Financing in 2016
BoardEffect, a Diligent Brand, develops a board portal software designed to enhance the management of board-related information for various organizations, including healthcare systems, educational institutions, nonprofits, and government entities. Established in 2007 and headquartered in Arlington, Virginia, BoardEffect facilitates efficient and effective governance by enabling board directors and executives to easily manage their responsibilities and improve organizational performance. The platform emphasizes security, offering a multi-layered defense to protect sensitive information. Unlike traditional board portals, BoardEffect's solution is tailored to foster engagement and streamline communication among board members, ensuring that they can focus on elevating the effectiveness of their organizations. As a subsidiary of Diligent Corporation, BoardEffect is committed to aligning its platform development with core values that promote efficiency and engagement in governance practices.

erwin

Debt Financing in 2016
Erwin specializes in enterprise modeling and data intelligence software that assists organizations in discovering, understanding, governing, and leveraging their data effectively. The company's Erwin EDGE platform enhances collaboration between IT and business teams, fostering actionable insights, innovation, risk management, and business transformation. By providing services in data governance, enterprise architecture, and business process modeling, Erwin enables clients to define, standardize, and integrate their data assets through a user-friendly graphical interface. This approach helps government agencies, financial institutions, healthcare organizations, and other enterprises maximize the security, quality, and value of their data, ultimately supporting their data-driven initiatives and mitigating risks.

Ohio Medical

Debt Financing in 2016
Ohio Medical Corporation, headquartered in Gurnee, Illinois, specializes in the development and manufacture of medical gas, suction, and oxygen therapy equipment for healthcare applications. Established in 1958, the company offers a comprehensive range of products, including custom vacuum and medical gas pumping systems, suction regulators, flowmeters, gas fittings, and portable suction equipment. Additionally, Ohio Medical provides integrated flowmeters, oxygen monitors, and a variety of medical gas and laboratory equipment such as gas outlets, alarms, valves, and vacuum systems. With approximately 250 employees across its manufacturing facilities in Gurnee and Toronto, as well as a sales office in Madison, Wisconsin, Ohio Medical is dedicated to meeting the needs of the medical sector with reliable and innovative solutions.

Ohio Medical

Private Equity Round in 2016
Ohio Medical Corporation, headquartered in Gurnee, Illinois, specializes in the development and manufacture of medical gas, suction, and oxygen therapy equipment for healthcare applications. Established in 1958, the company offers a comprehensive range of products, including custom vacuum and medical gas pumping systems, suction regulators, flowmeters, gas fittings, and portable suction equipment. Additionally, Ohio Medical provides integrated flowmeters, oxygen monitors, and a variety of medical gas and laboratory equipment such as gas outlets, alarms, valves, and vacuum systems. With approximately 250 employees across its manufacturing facilities in Gurnee and Toronto, as well as a sales office in Madison, Wisconsin, Ohio Medical is dedicated to meeting the needs of the medical sector with reliable and innovative solutions.
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