Service Provider Capital

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

Flaunt is an innovative loyalty platform that specializes in enhancing brand loyalty through advanced web-three technology. The company offers an enterprise-level solution that facilitates immersive and social loyalty programs, enabling clients to foster community engagement and bridge the gap between brands and users. Flaunt's platform allows for accessible branded asset ownership and efficient community management, providing businesses with the tools to create meaningful connections with their customers. By focusing on these elements, Flaunt aims to drive expansion and strengthen the relationship between brands and their audiences.

RevenueBase is a provider of a revenue database as a service, focused on delivering comprehensive and accurate data to help B2B companies effectively engage with prospects. Founded in May 2021 in Waltham, Massachusetts by Mark J. Feldman and Milenko Beslic, the company specializes in analyzing clients' go-to-market opportunities and supplying essential account and contact information through a user-friendly and continuously updated database. This enables business executives to access high-quality data that can be efficiently transformed into revenue growth.

Elevent is a marketplace that facilitates the planning and execution of both virtual and in-person experiences aimed at fostering trust and connection among teams and clients. The company specializes in providing a range of events focused on team building, client engagement, and remote celebrations, making it easier for organizations to create memorable experiences without the associated complexities. By allowing managers to easily select and book events and gifts, Elevent enhances employee engagement and strengthens client relationships through enjoyable and effective activities.

Canopy is a technology company that develops and operates an online platform designed for frontline sales managers. The platform provides insights into user data, facilitating a deep understanding of sales performance at the individual seller level. By utilizing data snapshotting, Canopy identifies key opportunities and potential risks, allowing managers to proactively address issues before they affect deals. The platform enhances decision-making, aids in tracking team performance, and supports effective coaching by providing managers with the necessary context to guide their sales representatives. Canopy's innovative approach aims to improve forecast accuracy and drive strategic changes, ultimately enabling clients to achieve consistent success within their sales teams. Founded in 2019 and based in Indianapolis, Indiana, the company was previously known as Loupe Software, Inc.

Transitiv, Inc. is a company that operates a multi-channel marketing platform designed to unify and manage customer data for businesses. Founded in 2017 and headquartered in Atlanta, Georgia, Transitiv provides comprehensive services that include data management, customer data analysis, personalized ad messaging, and analytics. The platform enables businesses to monitor key performance metrics, such as click-through rates and consumer feedback, producing insight-based reports that enhance marketing effectiveness. By leveraging its technology, Transitiv helps digital marketers understand consumer preferences, optimize marketing campaigns, and ultimately drive better decision-making and improved performance within brand networks.

Bellwethr Inc. is a technology company that specializes in customer decision optimization through its innovative platform, which leverages artificial intelligence and machine learning. Founded in 2017 and headquartered in Wamego, Kansas, Bellwethr aims to simplify the use of advanced technologies, making them accessible to individuals regardless of their technical expertise. The platform automates personalized, next-best actions tailored to critical events in the customer journey, enhancing customer retention and lifetime value. By focusing on data-driven solutions, Bellwethr supports subscription-based businesses in optimizing processes throughout the customer lifecycle, facilitating the attraction of new leads while ensuring the retention of existing customers.

PatientOne, Inc. is a healthcare technology company based in Missoula, Montana, established in 2018. It specializes in developing a platform aimed at enhancing the surgical episode of care and offering remote patient monitoring services to independent surgeons, surgery centers, and hospitals. The platform focuses on patient education, ensuring that individuals can make informed decisions about their care through accessible and comprehensive information. It provides automated notifications and reminders to help patients adhere to their care plans, while also enabling continuous communication between patients and their physicians. This connectivity minimizes risks, reduces communication errors, and lowers the chances of complications during the surgical process. Additionally, PatientOne supports healthcare providers by streamlining the use of electronic care coding for remote patient monitoring and chronic care management, which enhances patient safety and satisfaction.

Springbig, Inc. develops loyalty marketing, communication, and customer relationship management (CRM) software specifically for cannabis dispensaries and brands. Founded in 2012 and headquartered in Boca Raton, Florida, Springbig offers a platform that enhances customer retention and revenue while fostering brand loyalty through effective marketing campaigns. The platform enables cannabis retailers to implement loyalty programs and rewards, manage digital communications via SMS and email, and gather customer feedback. Additionally, it supports referral programs and brand advertising services, thereby facilitating stronger connections between consumers and cannabis retailers. Springbig serves clients across the United States and Canada, focusing on improving customer engagement within the cannabis industry.

CaliberMind provides a B2B customer data platform for revenue marketers that integrates data, enables marketing attribution, engagement scoring, funnel insights, and churn analysis to optimize sales and marketing outcomes. Positioned as a buyer intelligence solution, the platform helps organizations leverage their sales, marketing, and customer data to improve productivity, engagement, and revenue through features such as account engagement, chain-based attribution, and marketing workflow automation, and by linking data across touchpoints to inform pipeline decisions and identify churn risk.

Costello is a sales co-pilot software designed to enhance the efficiency of sales teams by keeping deals and conversations organized. The platform consolidates essential information about each deal in a user-friendly interface, allowing sales representatives to prioritize their efforts effectively. By highlighting gaps in the sales process, Costello helps identify at-risk deals and those that may not be a good fit. The intelligent assistant offers insights and actionable suggestions, enabling reps to prepare for calls with key questions and share relevant customer stories. This approach not only streamlines follow-up but also equips sales teams to navigate critical moments during sales calls, thereby increasing the likelihood of closing more deals.

Omadi, Inc., founded in 2013 and based in Provo, Utah, develops cloud-based software tailored for the transportation, towing, recovery, security, and field service industries. The company's primary product, Omadi, is designed to enhance employee productivity by providing tools for tracking, analyzing, and improving workflows while reducing paperwork. Additionally, Omadi offers specialized solutions such as towing software that enables users to monitor business operations, manage tow yards, track fleets, and handle client relationships efficiently. The platform also supports mobile management features like custom reporting, alerts, and notifications. Originally developed by the founder to manage his private property impound company, Omadi has since expanded into various markets, including private security enforcement, offering a highly customizable solution that adapts to specific business needs.

Qzzr is a platform that enables brands to create and share interactive content such as quizzes, polls, and lists to boost exposure, engagement, and conversions while gaining customer insights. Its tools, Software, Studio, and Science, facilitate the creation, embedding, and distribution of personalized quizzes that capture audience interests and profiles, supporting lead generation and tailored product recommendations. The platform is used by major brands including ESPN, LinkedIn, HubSpot, Red Bull, and Marriott, and has reached over 358 million users since its 2014 launch in Utah.

Nutshell, Inc. is a customer relationship management (CRM) company founded in 2009 and headquartered in Ann Arbor, Michigan. The company offers a modern CRM platform that simplifies customer and sales management for small businesses. Nutshell's application features integration with Google apps, mobile support through native iPhone and Android applications, and robust sales reporting capabilities. Its platform includes tools for sales automation, email marketing, performance tracking, pipeline management, and contact management, all designed to enhance the sales process and improve customer experiences.

Apto, Inc., headquartered in Denver, Colorado, develops cloud-based software specifically for commercial real estate brokers. Founded in 2011, Apto provides a web-based platform that facilitates the management of contacts, properties, listings, and deals, streamlining the entire deal lifecycle from prospecting to closing. The software enhances operational efficiency by consolidating, organizing, and securely storing critical data, enabling brokers to execute transactions more effectively. By utilizing Apto's tools, clients can ensure that essential details are managed systematically, allowing them to focus on finding and winning deals.

Simplus is a Platinum Salesforce partner focused on quote-to-cash implementations and enterprise-wide digital transformation. The company offers a range of services, including advisory, implementation, change management, and custom configuration, as well as managed services. Additionally, Simplus develops cloud integration software that helps organizations streamline workflows and business processes. Its proprietary integration platform provides data synchronization services that facilitate the integration of data, allowing clients to efficiently manage and move data between systems without unnecessary complexity. Through these capabilities, Simplus supports businesses in achieving operational efficiency and enhanced productivity.