MetaCX, Inc. is a company that specializes in customer lifecycle management software tailored for software-as-a-service (SaaS) and digital product companies. Founded in 2018 and headquartered in Indianapolis, Indiana, MetaCX provides a platform that creates shared spaces for suppliers and buyers to define and measure business outcomes. This innovative approach allows sellers to maintain client relationships while enabling customers to track their usage patterns and results. By fostering alignment among sales, success, and delivery teams, MetaCX enhances the overall business impact that customers experience. The company has secured $14 million in funding from investors such as Upfront Ventures and High Alpha, and is led by a team of former executives from prominent companies including Salesforce and Facebook.
The gifting platform driving loyalty between customers and brands. We take a human approach. Using powerful technology, memorable gifts and global logistics we reach your customers and show them you care.
Kognitiv is redefining how consumer loyalty is created and nourished globally. We help our clients sell more, and recognize a higher yield, by crafting smarter loyalty and reward programs using machine learning and data science. We deliver quantifiable and sustainable loyalty gains to the world’s most reputable companies. Our central technology, the Loyalty Capital Network™, brings asset owners and member brands together in a new peer to peer network – unearthing lost value to intelligently match consumer needs and future intentions with a vast collection of capital-intense assets like flights and hotel rooms. Our skills are focused on generating peer to peer marketplaces that serve the best interests of all parties and our efforts continuously amplify the beneficial effects of this new form of value creation. We are the catalyst that will finally make business truly Open, Transparent and Collaborative. Kognitiv is headquartered in Waterloo, Canada, with over 220 team members in Canada (Waterloo, Mississauga, and Toronto), Argentina (La Plata), Austria (Vienna), Hong Kong, India (Bengaluru and Pune), UK (London, Manchester, and Bournemouth) and United States (Charlottesville).
Developer of a data management platform intended to manage and orchestrate data to automate privacy compliance, data governance, and security. The company's platform offers to leverage a single framework to manage complex global privacy programs, cross-channel collection, and comprehensive enforcement, enabling GCs, engineers, and information technology organizations to build secure, regulation-proof software faster.
Cherre, Inc. operates a cloud-based platform that aggregates and enhances public and private real estate data, providing insights into asset value and viability. Founded in 2016 and headquartered in New York, the company offers a range of services, including CoreWorkflow, which integrates tools for document and price analysis, as well as asset reporting. Additionally, Cherre provides CoreData, a suite of services encompassing data connection and delivery, API integration, a real-time data dashboard, and solutions for sourcing and evaluating real estate opportunities. The platform serves a diverse clientele, including agents, investors, insurers, and enterprises, aiming to streamline the analysis process and facilitate informed decision-making in the real estate industry.
Developer of a data management platform intended to manage and orchestrate data to automate privacy compliance, data governance, and security. The company's platform offers to leverage a single framework to manage complex global privacy programs, cross-channel collection, and comprehensive enforcement, enabling GCs, engineers, and information technology organizations to build secure, regulation-proof software faster.
Cherre, Inc. operates a cloud-based platform that aggregates and enhances public and private real estate data, providing insights into asset value and viability. Founded in 2016 and headquartered in New York, the company offers a range of services, including CoreWorkflow, which integrates tools for document and price analysis, as well as asset reporting. Additionally, Cherre provides CoreData, a suite of services encompassing data connection and delivery, API integration, a real-time data dashboard, and solutions for sourcing and evaluating real estate opportunities. The platform serves a diverse clientele, including agents, investors, insurers, and enterprises, aiming to streamline the analysis process and facilitate informed decision-making in the real estate industry.
Rimilia creates software finance people love by enabling tight integration between the front and back office. Rimilia provides companies around the globe increased revenue per customer, clearer information and better control over cash flow. As a global solution, Rimilia works with any currency, any bank, any ERP, in any country and language. Rimilia has offices located in Bromsgrove and London in the UK, Denver, Colorado in the US, and Toronto in Canada.
Ceros is a cloud-based platform that enables marketers and designers to develop rich, interactive content without the need for coding or traditional web development. The software functions as a design studio that facilitates real-time collaboration on digital projects, allowing users to create engaging content efficiently. Once completed, content can be published with ease, helping brands effectively share their stories and connect with their audiences.
Simplus is a Platinum Salesforce partner specializing in quote-to-cash implementations. It provides enterprise-wide digital transformation through advisory, implementation, change management, custom configuration, and managed services.
HYP3R develops a marketing platform that allows businesses and brands to identify influential customers at their locations and engage them in real-time. Carlos Garcia, Jorge Luis Suarez Rodriguez, Juan Carlos Hernandez, and Omar Ramos founded it on March 1, 2015, with its headquarters in San Francisco in California.
Strala is a SaaS technology platform that helps leading brands automate and measure the effectiveness of content and communication across all customer touchpoints. Strala helps organizations define, collect, and unify all customer touchpoint interactions across paid, owned, and earned media. Strala seamlessly integrates with communication platforms and transaction and CRM systems of record to create pinpoint accuracy of insights and measurement. This data creates the foundation of experience data that solves a majority of problems with big data, personalization, attribution, and AI.
Directly Software, Inc. operates a platform designed to enhance customer experience (CX) by automating and modernizing customer support operations. Based in San Francisco, with an additional location in Palo Alto, the company’s platform integrates seamlessly with popular CRM applications such as Microsoft Dynamics, Salesforce, Oracle Service Cloud, and Zendesk. This integration allows companies to better understand customer issues, automate routine solutions, and leverage community experts for more complex inquiries. By combining automation with human support, Directly enables businesses to improve their customer support effectiveness, resulting in higher customer satisfaction scores and significant cost savings. Notable clients using Directly's platform include major brands like Airbnb and Microsoft. The company was incorporated in 2011 and has undergone a name change to its current form in December 2016.
Creams is a SaaS building asset management platform.
Creams is a SaaS building asset management platform.
Bamba Corp. is an online data collection platform based in Nairobi, Kenya, founded in 2012. The company specializes in facilitating data gathering for various sectors, including market research, education, health, government, infrastructure, and retail. Bamba allows organizations to conduct surveys and collect insights from users worldwide through its cloud-based platform, which can be accessed easily via web browsers. This innovative approach addresses the inefficiencies of traditional paper-based data collection methods, which are often costly and time-consuming. Bamba enhances response rates by incentivizing participants with mobile airtime, available in 122 countries. By leveraging data from SMS, web, and social media, Bamba provides businesses with cost-effective and high-quality consumer insights, enabling them to better understand and reach their target markets.
Simplus is a Platinum Salesforce partner specializing in quote-to-cash implementations. It provides enterprise-wide digital transformation through advisory, implementation, change management, custom configuration, and managed services.
Ceros is a cloud-based platform that enables marketers and designers to develop rich, interactive content without the need for coding or traditional web development. The software functions as a design studio that facilitates real-time collaboration on digital projects, allowing users to create engaging content efficiently. Once completed, content can be published with ease, helping brands effectively share their stories and connect with their audiences.
Modernizing Medicine® and its affiliated companies are transforming how healthcare information is created, consumed and utilized in order to increase practice efficiency and improve patient outcomes. Their specialty-specific, data-driven and cloud-based electronic health records (EHR) and practice management (PM) systems, plus revenue cycle management (RCM) services, were built by a team including specialty physicians and practice management professionals. Their suite of products and services is designed to transform the clinical, financial and operational aspects of dermatology, gastroenterology, ophthalmology, orthopedics, otolaryngology, pain management, plastic surgery and urology practices. They also offer products designed specifically for ambulatory surgery centers.
Simplus is a Platinum Salesforce partner specializing in quote-to-cash implementations. It provides enterprise-wide digital transformation through advisory, implementation, change management, custom configuration, and managed services.
Kareo is the leading cloud-based, clinical and business management platform designed specifically for the independent practice. Kareo’s integrated modules work together as part of a seamless platform, so independent practices have helpful tools to tackle their toughest administrative challenges. These tools include electronic health records, practice management, billing, marketing and patient engagement software. Plus, proven, integrated third-party applications and services in Kareo Marketplace to make delivering care even easier. Today we help over 50,000 providers in all 50 states run more efficient and profitable practices, while delivering outstanding patient care. Kareo has received extensive industry recognition, including being awarded the 2018 United States Ambulatory EHR Enabling Technology Leadership Award from Frost and Sullivan, Deloitte Technology Fast 500, Inc. 5000 and Black Book’s #1 Integrated EHR, Practice Management and Medical Billing Vendor. With offices across the country, our mission is to help independent practices succeed in an ever-changing healthcare market.
AMCS is an Irish company headquartered in Limerick, specializing in integrated software and technology solutions for the waste, recycling, logistics, and resource management industries. Founded in 2002 by James Martin and Austin Ryan, AMCS provides a comprehensive suite of products, including RFID solutions, advanced weighing technology, and ERP software, which support various operational aspects such as bin and vehicle management, invoicing, and customer reporting. The company’s offerings aim to streamline and optimize business processes, facilitating the transition toward a circular economy. AMCS serves a diverse clientele, including municipalities, private waste collectors, and commercial haulers, helping them to enhance operational efficiency, reduce costs, and improve customer service. Through its innovative solutions, AMCS plays a vital role in resource management and waste disposal across multiple sectors.
ClearSlide, Inc. offers a web-based and mobile sales management platform designed to enhance customer interactions for sales, marketing, and customer success teams. Founded in 2009 and headquartered in San Francisco, ClearSlide provides tools such as Live Pitch for screen sharing, Email Pitch for tracking customer engagement with emailed content, and ClearSlide Analytics & Insights for monitoring sales activities. The platform integrates seamlessly with existing systems, including CRM and CMS, and is tailored to meet the specific needs of various industries, including media, education, and finance. ClearSlide's suite of mobile applications, including ClearSlide Presenter and ClearSlide Mail, further supports sales teams by delivering content, communication, and analytics in a cohesive experience. By offering real-time visibility and actionable insights, ClearSlide aims to improve seller productivity, enhance sales management effectiveness, and increase the return on investment for sales content.
Kareo is the leading cloud-based, clinical and business management platform designed specifically for the independent practice. Kareo’s integrated modules work together as part of a seamless platform, so independent practices have helpful tools to tackle their toughest administrative challenges. These tools include electronic health records, practice management, billing, marketing and patient engagement software. Plus, proven, integrated third-party applications and services in Kareo Marketplace to make delivering care even easier. Today we help over 50,000 providers in all 50 states run more efficient and profitable practices, while delivering outstanding patient care. Kareo has received extensive industry recognition, including being awarded the 2018 United States Ambulatory EHR Enabling Technology Leadership Award from Frost and Sullivan, Deloitte Technology Fast 500, Inc. 5000 and Black Book’s #1 Integrated EHR, Practice Management and Medical Billing Vendor. With offices across the country, our mission is to help independent practices succeed in an ever-changing healthcare market.
Private Equity Round in 2013
Optical Character Recognition, OCR, is the process of converting data from scanned documents into computer-editable text that can be populated into other applications. This technology isn’t limited to magnetic strip or bar-code reading. Our high-level DSP (digital signal processing) algorithms.
Zendesk is a customer service platform that offers cloud-based software designed to enhance customer relationships and streamline communication for organizations. Founded in 2007 and headquartered in San Francisco, California, Zendesk provides tools that enable businesses to improve customer engagement and gain better insights into their clientele. Its solutions unify customer communication across various channels, including self-service, phone, chat, messaging, and email, allowing organizations to deliver consistent and efficient service. With a user-friendly interface and easy implementation, Zendesk supports over 150,000 customers across diverse industries and in more than 30 languages, helping them to innovate and scale effectively.
SugarCRM Inc. provides customer relationship management (CRM) solutions tailored for both small businesses and large enterprises across various sectors, including manufacturing, financial services, and insurance. Founded in 2004 and headquartered in Cupertino, California, the company has additional offices in major cities such as New York, London, and Sydney, and operates in numerous countries across Europe and Latin America. SugarCRM's platform is designed to enhance customer interactions by offering a suite of applications that facilitate sales, marketing, and customer support. With over 1.5 million users in 120 countries, the company emphasizes an individualized and intuitive user experience that combines simplicity and mobility with effective business process management. This approach allows organizations to optimize their customer engagement and decision-making capabilities.
The Rainmaker Group, an Atlanta, GA, software as a service provider of revenue management and profit optimization solutions to multi-family housing, gaming properties and hospitality companies.
SpringCM Inc. offers a cloud-based document and contract management platform that enhances organizational workflows and collaboration on documents. The platform streamlines the contract lifecycle, facilitating processes from creation to negotiation, approvals, signatures, archiving, and renewals. SpringCM also provides a digital asset management system that automates content management, sharing, and collaboration, as well as tools for managing sales quotes and proposals. Its software is deployed as a Software-as-a-Service solution, complemented by a mobile application, and supports various sectors, including legal, IT, operations, sales, and finance. The company also provides consulting, training, and support services. Founded in 2005 and headquartered in Chicago, Illinois, SpringCM operates as a subsidiary of DocuSign, Inc., following its acquisition in 2018. The company has established a strategic partnership with Salesforce to enhance its offerings.
SpringCM Inc. offers a cloud-based document and contract management platform that enhances organizational workflows and collaboration on documents. The platform streamlines the contract lifecycle, facilitating processes from creation to negotiation, approvals, signatures, archiving, and renewals. SpringCM also provides a digital asset management system that automates content management, sharing, and collaboration, as well as tools for managing sales quotes and proposals. Its software is deployed as a Software-as-a-Service solution, complemented by a mobile application, and supports various sectors, including legal, IT, operations, sales, and finance. The company also provides consulting, training, and support services. Founded in 2005 and headquartered in Chicago, Illinois, SpringCM operates as a subsidiary of DocuSign, Inc., following its acquisition in 2018. The company has established a strategic partnership with Salesforce to enhance its offerings.
Formatta specializes in creating customized forms which can be distributed electronically. The company's software captures data electronically from users at point of entry, verifies it for accuracy and completeness, routes it for approvals and electronic signatures, and moves it directly into the critical business systems that organizations rely on to run their businesses.
Cendura is a provider of IT service management and application service delivery solutions. Cendura’s solutions help you reduce the escalating costs of managing and supporting complex, distributed applications. Together, we help you drive greater value from your portfolios of IT assets, services and investments, and better manage you development and delivery of IT systems and services.
Context Media is a provider of Enterprise Content Integration solutions that assists digital content marketing companies in managing and sharing their digital assets more effectively. The company offers services and technologies that enable content providers to create, package, and distribute their content across various digital platforms while linking it dynamically to relevant content from partners and affiliates. By unifying, organizing, and optimizing enterprise content, Context Media enhances the value of existing content management investments, allowing for better leverage of content across organizations. Founded by Dan Harple and based in Providence, Rhode Island, the company boasts a team that includes former Netscape management and Emmy-award-winning production professionals.
Jamcracker, Inc. specializes in cloud services management and governance solutions, providing a comprehensive platform for enterprises and government organizations. Founded in 1999 and based in Santa Clara, California, with an additional office in Bengaluru, India, Jamcracker's offerings include cloud service brokerage, hybrid and multi-cloud management, discovery and migration services, and cloud cost analytics. The platform facilitates the management and delivery of multi-cloud services, featuring capabilities such as role-based access control, billing, application provisioning, and cloud orchestration. By automating cloud governance and cost management, Jamcracker enables organizations to streamline their cloud operations, reduce complexity, and respond to evolving business needs. Its diverse client base includes telecom service providers, managed services providers, systems integrators, and technology providers, all benefiting from the ability to optimize cloud service delivery.