Silversmith Capital Partners

Silversmith Capital Partners is a growth equity firm based in Boston, Massachusetts, founded in 2015. The firm focuses on investing in technology and healthcare companies, specifically targeting sectors such as software-as-a-service, information services, healthcare information technology, and healthcare services. With $3.3 billion in capital under management, Silversmith aims to partner with and support entrepreneurs in developing profitable businesses. The firm's portfolio includes notable investments in companies like ActiveCampaign, Appfire, and LifeStance Health. As a registered investment adviser, Silversmith Capital Partners is dedicated to fostering growth and expansion in the industries it serves.

Mary Berding

Associate

Brandon Booth

Associate

Jordan Braunstein

Vice President

Brandon Feng

Associate

Conor Finn

Associate

Becca Gilmore

Associate

Cooper Harrison

Analyst

Chris Hecht

Operating Partner

Shelby Herrington

Vice President

Prathik Hosalli

Analyst

Jeremy Jacobs

Senior Associate - SaaS and Information Services

Jerry Jacobs

Associate

Jennifer Karl

VP of Operations

Lyndsay Kerwin

Vice President

Ned Kingsley

Vice President

Bryan Landerman

Operating Partner and CTO

Todd MacLean

Co-Founder and Managing Partner

Nikhil Marathe

Principal

Hana Motta

Analyst

Buddy Mrowka

Analyst

Marc Munfa

Operating Partner

Zack Murillo

Associate, Investments

Matthew Nash

Senior Associate

John O'Connor

Vice President

Dade Ogunmuyiwa

Analyst

Ofori Ohene

Analyst

Brian Peterson

General Partner

Srikant Rao

General Partner

Sri Rao

General Partner

Graham Sisson

Associate, Investments - Healthcare IT and Services

Raf Urdaneta

CFO and CCO

Graham Wagner

Vice President

Danielle Waldman

Principal

Lily Willess

Vice President

Jamol Williams

Senior Associate

56 past transactions

Novatus Global

Series A in 2024
Novatus Global, established in 2019 and based in London, United Kingdom, specializes in consulting, compliance, and risk management services. The firm is recognized for its expertise in regulatory technology solutions, focusing on risk, compliance, and environmental, social, and governance (ESG) advisory. Additionally, Novatus Global manages regulatory authorizations and is a prominent provider of outsourced risk and compliance solutions, positioning itself as a leader in the industry.

Earned Wealth

Series A in 2024
Earned Wealth is a wealth management platform dedicated to serving physicians by offering a comprehensive range of financial services. These include personalized financial planning, investment strategies, tax planning, career advisory, insurance, debt management, and trust and estate services. The company focuses on understanding the unique financial journeys of doctors, utilizing in-depth diligence to create tailored solutions that align with their specific needs. Earned Wealth aims to empower physicians to optimize their wealth potential and achieve their financial goals through quality, customized advice.

Constructor

Series B in 2024
Constructor.io Corporation is a company that specializes in enhancing on-site search and product discovery for enterprise eCommerce. Founded in 2015 and headquartered in San Francisco, it leverages machine learning and natural language processing to deliver improved search suggestions and personalized user experiences. The platform is designed to optimize revenue generation by learning from user behavior, which allows it to address spelling errors, update result rankings, and suggest relevant synonyms. Constructor.io's solutions enable businesses to enhance various facets of product discovery, including search, browsing, and recommendations. The company has successfully generated significant revenue increases for its clients, which include major retail brands.

Ascend Analytics

Private Equity Round in 2024
Ascend Analytics is an innovative software service company focused on energy analytics. Energy portfolios and markets have increased in complexity, making decision analysis more difficult. Ascend's solutions provide the core analytic infrastructure to streamline processes, enhance understanding, and support decisions. Ascend utilizes the latest technologies and modeling techniques to allow energy analysts and risk managers to meet today’s challenges. Ascend Analytics combines industry-leading model capability with robust client support. This allows their customers to dramatically improve decision analysis and gain competitive advantage in the marketplace.

AppHub

Private Equity Round in 2023
AppHub is a company focused on providing a comprehensive suite of software solutions designed specifically for e-commerce merchants. By partnering with developers in the ecosystem, AppHub aims to empower merchants to enhance their commercial success and innovate within the realm of commerce. The company's toolkit includes a range of leading applications that enable clients to optimize their operations, accelerate growth, and improve customer experiences. Through its commitment to supporting e-commerce merchants, AppHub seeks to advance the future of commerce collaboratively.

Upperline Health

Private Equity Round in 2023
Upperline Health is a provider of outpatient podiatry and lower extremity wound care services, focused on delivering consistent and high-quality care to patients. The company specializes in various treatments, including diabetic foot care, athlete's foot care, and surgery for heel or arch pain, as well as arthritis and wound care. Upperline Health aims to enhance the lives of its patients through a skilled and compassionate team while building a network of top physician practices across the country.

Impel

Venture Round in 2023
Impel is a software development company that specializes in providing advanced digital engagement solutions for the automotive industry. Its platform serves automotive dealers, wholesalers, original equipment manufacturers, and third-party marketplaces by offering an end-to-end omnichannel solution. Impel utilizes proprietary shopper behavioral data and artificial intelligence to create hyper-personalized experiences throughout the customer journey. The company’s suite of applications includes merchandising, communication, marketing, and imaging tools, which integrate seamlessly with various website, customer relationship management, and dealer management systems. To date, Impel has facilitated over 2 billion shopper interactions across more than 40 countries, demonstrating its impact on enhancing customer engagement in the automotive sector.

Fortified Health Security

Venture Round in 2022
Fortified Health Security is a cybersecurity company based in Franklin, Tennessee, that specializes in providing tailored solutions to healthcare organizations to mitigate cybersecurity and compliance risks. The company offers a range of services including HIPAA risk analysis, virtual information security programs, security information and event monitoring, penetration testing, data loss prevention, and HITRUST assessments. Its approach focuses on leveraging existing security investments while implementing new strategies to enhance the security posture over time. By providing comprehensive risk assessments and advisory services, Fortified Health Security helps clients strengthen their cybersecurity programs and reduce the risk of cyber incidents. Established in 2009, the company operates as a subsidiary of Santa Rosa Consulting, Inc.

Proven Optics

Acquisition in 2022
Proven Optics is a company specializing in financial management solutions through its suite of software applications and IT consulting services. The company develops SaaS-based tools designed to enhance business and cost management, leveraging a data-driven approach that integrates critical metrics with contextual insights. This methodology empowers IT and finance leaders by providing them with the analytics necessary to make informed business decisions. Proven Optics focuses on delivering comprehensive financial management toolsets that facilitate improved control over organizational financial conversations and cost management strategies.

GiveCampus

Private Equity Round in 2022
GiveCampus, Inc. is a social fundraising and engagement platform specifically designed for nonprofit educational institutions. Headquartered in Washington, D.C., the company combines crowdfunding and peer-to-peer fundraising with social networking tools to enhance philanthropic engagement among alumni, students, parents, faculty, and staff. By facilitating connections around philanthropy, GiveCampus aims to make fundraising more interactive and enjoyable. The platform supports over 1,000 colleges, institutions, and K–12 schools, offering software, services, and expertise that enable these organizations to increase revenue from a wider donor base while reducing fundraising costs compared to traditional methods. Through a variety of digital fundraising initiatives, GiveCampus helps educational institutions effectively engage their donors and deliver tailored experiences to different donor segments.

NorthBeam

Series A in 2022
NorthBeam is a marketing measurement platform that leverages machine learning to support direct-to-consumer (DTC) and e-commerce brands. The company has developed a marketing intelligence system that provides a comprehensive view of the customer journey by utilizing first-party data tracking across various devices and platforms. This technology enables brands to gain valuable insights into their advertising expenditures and accurately attribute their digital marketing efforts. By forecasting marketing performance, NorthBeam helps clients enhance conversion rates and drive revenue growth.

JETNET

Acquisition in 2022
JETNET is a leading provider of information and intelligence focused on business and commercial aircraft, as well as premium yachts. The company delivers critical data on individual aircraft and the broader market, catering to professionals who depend on accurate and timely information. JETNET's platform features advanced database search, navigation, and reporting tools, ensuring that users have access to comprehensive and reliable research. The data is meticulously sourced, researched, and verified by a team of multilingual professionals, allowing aircraft dealers, manufacturers, airport operators, and industry analysts to gain valuable insights and analysis of the aviation sector.

Gearset

Private Equity Round in 2022
Gearset is a developer of business release management software designed to simplify deployment and collaboration for Salesforce users. Recognizing the limitations of traditional DevOps tools, Gearset focuses on making the deployment process straightforward and effective. Its software enables users to compare metadata differences, integrate with various git-based version control systems, and roll back unwanted changes, all while providing detailed reports and analysis of coding issues. By emphasizing simplicity and deployment success, Gearset has become a leading DevOps tool for Salesforce, catering to organizations of all sizes—from small teams to large enterprises engaged in parallel development and continuous delivery. The company continuously enhances its platform through customer feedback, ensuring it can support even the most complex application lifecycle management workflows, and integrates seamlessly with major providers like GitHub, Azure DevOps, and Atlassian.

Worldly (formerly Higg)

Series B in 2022
Higg Co LLC is a technology company based in San Francisco, California, incorporated in 2019. It focuses on providing a comprehensive supply chain measurement and improvement system for the consumer goods industry through the Higg Index. Developed by the Sustainable Apparel Coalition, the Higg Index offers a suite of tools that allows brands, retailers, and facilities to measure and assess the sustainability performance of their products and operations. This system supports businesses of all sizes at various stages of their sustainability journey, providing a holistic overview that facilitates meaningful improvements aimed at protecting factory workers, local communities, and the environment.

AppHub

Series A in 2022
AppHub is a company focused on providing a comprehensive suite of software solutions designed specifically for e-commerce merchants. By partnering with developers in the ecosystem, AppHub aims to empower merchants to enhance their commercial success and innovate within the realm of commerce. The company's toolkit includes a range of leading applications that enable clients to optimize their operations, accelerate growth, and improve customer experiences. Through its commitment to supporting e-commerce merchants, AppHub seeks to advance the future of commerce collaboratively.

Webflow

Series C in 2022
Webflow, Inc. is a web development platform founded in 2012 and based in San Francisco, California. It enables users, particularly professional designers and developers, to create and update custom, dynamic websites through a visual interface. The platform includes a range of features such as a drag-and-drop tool for building responsive websites, content management system (CMS) capabilities, e-commerce functionality, and hosting services. Webflow allows users to design, build, and launch websites without needing to write code, while also ensuring that the generated code is clean and semantic. This comprehensive approach empowers clients to develop websites that function seamlessly across various devices and to push them to live production independently.

Formstack

Private Equity Round in 2021
Formstack, LLC is a secure workplace productivity platform that provides online form building software designed to streamline data collection and management for various organizations. Founded in 2006 and based in Indianapolis, Indiana, Formstack enables users to create custom web forms, manage workflows, and collect electronic signatures without the need for coding. The platform offers a range of features, including conditional logic, analytics, payment integrations, and mobile applications, which enhance the efficiency of form-based tasks. It serves a diverse clientele, including Fortune 500 companies, small businesses, nonprofits, educational institutions, and government agencies, helping to digitize processes and automate workflows. With over 25,000 organizations relying on its services, Formstack is committed to improving productivity and transforming how businesses engage with their data.

TMA Systems

Private Equity Round in 2021
TMA Systems is a developer of sophisticated computerized maintenance management systems (CMMS) designed to assist industries in effectively managing their physical assets and optimizing maintenance operations. The company offers a range of advanced tools that include asset management, building maintenance, capital planning, facility management, and work order processes. By integrating cutting-edge technology with practical functionality, TMA Systems empowers organizations to streamline their maintenance management objectives. Additionally, the company's commitment to world-class training, professional services, and technical support positions it as a preferred solutions provider for facility professionals seeking to enhance operational efficiency.

Constructor

Series A in 2021
Constructor.io Corporation is a company that specializes in enhancing on-site search and product discovery for enterprise eCommerce. Founded in 2015 and headquartered in San Francisco, it leverages machine learning and natural language processing to deliver improved search suggestions and personalized user experiences. The platform is designed to optimize revenue generation by learning from user behavior, which allows it to address spelling errors, update result rankings, and suggest relevant synonyms. Constructor.io's solutions enable businesses to enhance various facets of product discovery, including search, browsing, and recommendations. The company has successfully generated significant revenue increases for its clients, which include major retail brands.

Zonos

Series A in 2021
Zonos specializes in providing technology solutions that simplify international commerce for online retailers. Their platform offers an array of tools and services designed to enhance cross-border trade, including accurate calculations of landed costs, management of restricted items, and localized checkout processes with foreign currency options. By leveraging cloud-based software and APIs, Zonos enables businesses to automate tax compliance for various international regulations, such as UK VAT and EU VAT, alleviating the complexities associated with global trade. The company’s solutions also address fraud mitigation and aim to improve conversion rates, making it easier for retailers to expand their reach to international markets. Since its inception, Zonos has experienced significant growth, establishing itself as a leader in cross-border technology and helping thousands of businesses enhance their global operations. The team continues to expand, focusing on delivering innovative solutions to support the evolving needs of international commerce.

ActiveCampaign

Series C in 2021
ActiveCampaign, LLC is a marketing and sales automation platform based in Chicago, Illinois, founded in 2003. The company specializes in providing businesses of all sizes with tools for email marketing, transactional email, and customer relationship management (CRM). Its platform offers over 800 pre-built automation workflows that integrate marketing and sales processes, enabling users to create personalized customer experiences through automated communication across various channels, including social media, email, messaging, and text. ActiveCampaign's solutions are designed to help businesses connect effectively with their customers by streamlining processes and delivering intelligence-driven, targeted messages. Additionally, the company provides help desk support and survey solutions, further enhancing its offerings in customer experience automation.

Webflow

Series B in 2021
Webflow, Inc. is a web development platform founded in 2012 and based in San Francisco, California. It enables users, particularly professional designers and developers, to create and update custom, dynamic websites through a visual interface. The platform includes a range of features such as a drag-and-drop tool for building responsive websites, content management system (CMS) capabilities, e-commerce functionality, and hosting services. Webflow allows users to design, build, and launch websites without needing to write code, while also ensuring that the generated code is clean and semantic. This comprehensive approach empowers clients to develop websites that function seamlessly across various devices and to push them to live production independently.

Iodine Software

Private Equity Round in 2021
Iodine Software LLC, founded in 2010 and based in Austin, Texas, develops advanced artificial intelligence-based software solutions aimed at enhancing clinical documentation integrity for hospitals across the United States. The company's AwareCDI™ Suite leverages machine learning algorithms to analyze extensive clinical data and documentation, providing predictive insights that assist clinicians and hospital administrators in automating complex tasks. By improving the accuracy and efficiency of clinical documentation, Iodine Software empowers healthcare providers to deliver better patient care while optimizing operational performance. With nearly 500 hospitals utilizing its technology, the company plays a significant role in the transformation of healthcare documentation practices.

Microblink

Private Equity Round in 2020
Microblink Ltd. is a research and development company specializing in computer vision technology for real-time processing on mobile devices. Founded in 2013 and based in London, Microblink offers a range of products, including BlinkCard, BlinkID, BlinkInput, PDF417, BlinkReceipt, and PhotoPay, which cater to digital identity and commerce needs. The company utilizes artificial intelligence and machine learning to enhance customer experiences across various industries, processing over 700 million identity documents and facilitating approximately 3 billion individual consumer purchases annually. With a presence in multiple countries, Microblink serves a diverse clientele across more than 20 industries, providing solutions that automate data extraction from both paper and electronic documents, thus streamlining business processes and reducing the need for manual data entry.

Syncapay

Private Equity Round in 2020
Syncapay, Inc. is a holding company based in Plano, Texas, that specializes in acquiring and managing high-growth companies in the digital payments sector through its subsidiary, daVinci Payments, Inc. Established in 2017, Syncapay offers a range of digital payment solutions, including virtual prepaid cards, classic prepaid options, disbursement services, real-time funding, and application programming interface integration. The company's strategy involves leveraging synergies among its portfolio companies to enhance innovation and competitiveness in the market. Syncapay’s expertise stems from its leadership's background with influential firms in the payments industry, and it seeks to expand its influence by acquiring companies that provide or facilitate payment solutions to consumers and businesses globally. The company made its first acquisition in late 2017 by purchasing Swift Prepaid Solutions, marking the beginning of its growth in the financial technology landscape.

Market Access Transformation

Private Equity Round in 2020
Market Access Transformation Ltd operates an online platform designed for pharmaceutical and life sciences companies to obtain expert insights from a diverse network of payers. The company's primary offering, Rapid Payer Response™ (RPR), enables healthcare manufacturers to gather on-demand insights within a short timeframe, facilitating critical assessments at various stages of a product's development pipeline. Clients can explore a wide range of inquiries, including product profile testing, landscape assessments, clinical trial designs, and reimbursement challenges. Established in 2015 and headquartered in Fleet, United Kingdom, Market Access Transformation also has additional offices in the United States and India, which further enhances its capacity to support clients in navigating the complexities of market access and product commercialization.

Venminder

Series C in 2020
Venminder, Inc. is a provider of a software-as-a-service platform focused on third-party risk management. The company offers a cloud-based solution that helps organizations assess, monitor, and manage risks associated with their vendors. This platform includes various modules for vendor profile management, contract management, risk assessment, and examination preparation. Additionally, Venminder provides services such as document collection, financial statement analysis, SOC report reviews, business continuity assessments, cybersecurity evaluations, and vendor monitoring. Its clientele spans multiple industries, including financial services, insurance, healthcare, education, and retail. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder was previously known as Digital Comply, Inc. before its name change in April 2016.

Within3

Venture Round in 2020
Within3, Inc. is a digital collaboration solutions provider focused on the healthcare, pharmaceutical, and life sciences sectors. Established in 2004 and headquartered in Lakewood, Ohio, with an additional location in the United Kingdom, the company specializes in facilitating engagement among healthcare professionals worldwide. Its technology supports various initiatives, including virtual advisory boards, steering committees, clinical trial design and operations, and internal training programs. Within3's platform allows organizations to engage physicians, nurses, payers, and patients in a compliant manner, utilizing social technologies to create private, regulatory-compliant environments for collaboration. The company aims to enhance the interaction and collaboration within the healthcare ecosystem to improve outcomes and streamline processes.

Appfire Technologies

Private Equity Round in 2020
Appfire Technologies is a provider of applications designed for software development teams, focusing on enhancing collaboration and productivity within the Atlassian software ecosystem. As an original partner in this ecosystem, Appfire offers a diverse portfolio of tools that assist enterprises in customizing their development processes. The company's solutions aim to streamline product development by improving aspects such as collaboration, security, reporting, and automation. Through its expertise in app creation, launch, and distribution, Appfire enables users to better utilize the Atlassian Marketplace, ultimately helping teams work more effectively together.

ActiveCampaign

Series B in 2020
ActiveCampaign, LLC is a marketing and sales automation platform based in Chicago, Illinois, founded in 2003. The company specializes in providing businesses of all sizes with tools for email marketing, transactional email, and customer relationship management (CRM). Its platform offers over 800 pre-built automation workflows that integrate marketing and sales processes, enabling users to create personalized customer experiences through automated communication across various channels, including social media, email, messaging, and text. ActiveCampaign's solutions are designed to help businesses connect effectively with their customers by streamlining processes and delivering intelligence-driven, targeted messages. Additionally, the company provides help desk support and survey solutions, further enhancing its offerings in customer experience automation.

Webflow

Series A in 2019
Webflow, Inc. is a web development platform founded in 2012 and based in San Francisco, California. It enables users, particularly professional designers and developers, to create and update custom, dynamic websites through a visual interface. The platform includes a range of features such as a drag-and-drop tool for building responsive websites, content management system (CMS) capabilities, e-commerce functionality, and hosting services. Webflow allows users to design, build, and launch websites without needing to write code, while also ensuring that the generated code is clean and semantic. This comprehensive approach empowers clients to develop websites that function seamlessly across various devices and to push them to live production independently.

Unily

Series A in 2019
Unily is a developer of enterprise collaboration software that focuses on enhancing employee experience and communication within organizations. Its cloud-native platform provides a comprehensive digital workplace solution, leveraging Microsoft Enterprise Technology to create scalable and feature-rich environments. Unily's offerings include tools for culture building, knowledge management, and internal networking, all designed to foster meaningful digital experiences. The platform also integrates deeply with other essential enterprise systems, allowing businesses to streamline operations and improve collaboration among employees. This approach aims to unite enterprises and empower individuals to work more effectively.

Validity

Corporate Round in 2019
Validity, Inc. is a software company that specializes in data integrity and compliance solutions, primarily through its Software-as-a-Service platform. Founded in 2018 and headquartered in Boston, Massachusetts, Validity offers a range of tools aimed at simplifying data management for professionals. Key products include BriteVerify, which provides real-time email and contact verification; DemandTools, a toolkit for managing CRM data such as duplicates and lead processing; and DupeBlocker, which prevents data duplication at the source. Additionally, the company offers GridBuddy, which enhances CRM data management and adoption, and Return Path, ensuring email deliverability. Validity also features Trust Assessments, allowing users to evaluate data quality and identify areas for improvement. With a commitment to helping organizations manage their data efficiently, Validity supports better decision-making and customer engagement across various industries. The company has offices in multiple locations, including Tampa, Florida; Millbrae, California; and international offices in Sydney, Paris, São Paulo, and London.

Apryse

Private Equity Round in 2019
Apryse is a developer of digital document processing tools designed to serve a diverse clientele, including startups, governments, software developers, and enterprises. The company offers a comprehensive suite of document solutions that enable dynamic document viewing, annotation, processing, and conversion. Its advanced features include document understanding, data extraction, and redaction, all aimed at enhancing productivity for clients. By streamlining the document handling process, Apryse helps organizations accelerate their application development lifecycle and reduce time to market, delivering superior results in document management.

Boston Health Economic Holdings

Private Equity Round in 2019
Boston Health Economic Holdings, LLC is an independent health analytics company based in Boston, Massachusetts, founded in 1996. The company specializes in designing and conducting research that evaluates the value of medical technologies. By providing innovative healthcare analytics, it enhances understanding of clinical outcomes and the effectiveness of various patient care strategies. Boston Health Economic Holdings utilizes its proprietary Instant Health Data (IHD) software-as-a-service platform to enable analytic teams from diverse disciplines to derive insights from large, complex datasets. This platform allows teams within life science companies, health plans, and provider groups to perform in-depth analytics with minimal programming, ultimately supporting evidence-based decision-making in healthcare.

Panalgo

Private Equity Round in 2019
Panalgo specializes in healthcare data analytics through its Instant Health Data (IHD) platform, which simplifies the analysis process by eliminating the need for complex programming. Founded in 1996 and based in Boston, Massachusetts, the company aims to enhance the understanding of clinical outcomes and the value of patient care strategies. Its platform allows teams within life sciences, health plans, and provider groups to efficiently process large and intricate datasets, facilitating the generation and sharing of reliable results. This streamlined approach empowers organizations to make informed decisions more quickly, ultimately leading to improved patient care and outcomes.

impact.com

Private Equity Round in 2019
Impact is a marketing technology company that specializes in partnership automation, helping brands to enhance their paid marketing and media expenditures. Founded in 2008 in Santa Barbara, California, Impact has expanded to ten offices worldwide and employs over 400 individuals. The company's platform addresses marketers' needs for simplicity and transparency while enabling more effective media measurement, attribution, and optimization. By automating the full lifecycle of partnerships, Impact facilitates the discovery, recruitment, onboarding, engagement, and performance enhancement of various partnership types. Its solutions also focus on preventing ad fraud, thereby fostering informed decision-making. Impact serves a diverse range of global enterprises, including well-known brands, and seeks to drive revenue growth through innovative partnership strategies in the evolving Partnership Economy.

DistroKid

Private Equity Round in 2018
DistroKid is a software-as-a-service platform based in San Francisco, California, that caters to independent musicians, managers, and record labels. Founded in 2013, the company specializes in music distribution and monetization, allowing artists to publish their music across a wide array of online stores and streaming services, such as Spotify, Apple Music, and YouTube. DistroKid's offerings include tools for royalty collection, metadata management, and collaboration earnings, as well as services for publishing credits, lyrics, and cover song licenses. The platform enables users to upload unlimited albums and songs, providing a cost-effective solution for solo musicians, bands, DJs, and content creators to reach audiences globally.

MediQuant

Private Equity Round in 2018
MediQuant is a technology company focused on providing comprehensive data life cycle management solutions for the healthcare sector. Originally aimed at delivering reliable revenue cycle technology, the company has since expanded its offerings to include a robust software platform designed for hospitals, health systems, and physician practices. MediQuant's software specializes in data extraction, migration, conversion, archival, and management, allowing healthcare organizations to handle large volumes of clinical, financial, and ERP data efficiently through a single platform. The company is led by a team of experienced professionals in healthcare and IT management, supported by a knowledgeable administrative staff, all of whom contribute to its mission of optimizing data management in healthcare settings.

Sound Physicians

Private Equity Round in 2018
Sound Physicians is a healthcare company focused on enhancing the quality of inpatient care through its network of over 1,000 hospitalist and post-acute physicians. The company partners with more than 70 hospitals and an increasing number of post-acute care centers across the United States. It provides a range of services that span the acute episode of care, including emergency medicine, critical care, hospital medicine, population health, telemedicine, and physician advisory services. By offering these comprehensive solutions, Sound Physicians aims to improve patient satisfaction and financial performance for its hospital partners, ultimately driving better outcomes in healthcare delivery.

Validity

Private Equity Round in 2018
Validity, Inc. is a software company that specializes in data integrity and compliance solutions, primarily through its Software-as-a-Service platform. Founded in 2018 and headquartered in Boston, Massachusetts, Validity offers a range of tools aimed at simplifying data management for professionals. Key products include BriteVerify, which provides real-time email and contact verification; DemandTools, a toolkit for managing CRM data such as duplicates and lead processing; and DupeBlocker, which prevents data duplication at the source. Additionally, the company offers GridBuddy, which enhances CRM data management and adoption, and Return Path, ensuring email deliverability. Validity also features Trust Assessments, allowing users to evaluate data quality and identify areas for improvement. With a commitment to helping organizations manage their data efficiently, Validity supports better decision-making and customer engagement across various industries. The company has offices in multiple locations, including Tampa, Florida; Millbrae, California; and international offices in Sydney, Paris, São Paulo, and London.

Upperline Health

Private Equity Round in 2018
Upperline Health is a provider of outpatient podiatry and lower extremity wound care services, focused on delivering consistent and high-quality care to patients. The company specializes in various treatments, including diabetic foot care, athlete's foot care, and surgery for heel or arch pain, as well as arthritis and wound care. Upperline Health aims to enhance the lives of its patients through a skilled and compassionate team while building a network of top physician practices across the country.

Net Health

Private Equity Round in 2018
Net Health provides cloud-based software for specialty medical providers across the continuum of healthcare—from hospital to home. Net Health’s interoperable EHRs deliver end-to-end solutions that ensure compliance, improve outcomes, empower providers and inspire care. The company serves over 14,000 facilities, including 98 percent of the largest hospital chains, two-thirds of skilled nursing facilities and many leading hospice organizations and private practices. Net Health is a portfolio company of The Carlyle Group, Level Equity and Silversmith Capital Partners. https://www.nethealth.com

Swift Prepaid Solutions

Private Equity Round in 2017
Swift Prepaid Solutions, Inc. specializes in providing prepaid bankcard products tailored for non-bank issuers of Visa and MasterCard. The company offers a range of products, including physical cards, virtual cards, and digital solutions, facilitating payments through various channels such as mail, email, and web portals. Swift's offerings include inactive and unfunded physical prepaid cards that can be funded on demand, as well as digital payments issued directly to recipients. The company serves a wide array of clients, including Fortune 1000 companies, and addresses various markets such as consumer rebates, employee incentives, and corporate disbursement programs. Additionally, Swift Prepaid Solutions offers advanced reporting tools, customized web portals, and program management services to enhance user experience. Established in 1996 and based in Buffalo Grove, Illinois, the company was previously known as Swift Gift, Ltd. until it rebranded in 2006.

Absorb LMS Software

Private Equity Round in 2017
Absorb Software is a learning technology company headquartered in Calgary, Alberta, Canada, with additional offices in major cities globally, including London, Dublin, Shanghai, Sydney, Boston, and Tampa. The company specializes in developing Absorb LMS, an award-winning Learning Management System that serves a diverse clientele, including businesses, government entities, healthcare providers, educators, and non-profit organizations. Absorb LMS offers comprehensive features such as course development, content management, administrative reporting, and registration management, aimed at streamlining the management of workplace learning and development. In addition, Absorb Software provides innovative eLearning products like Absorb Infuse, which enhances in-the-flow learning experiences, and Absorb Create, a cloud-based course builder that integrates seamlessly with Absorb LMS.

RedAwning.com

Private Equity Round in 2017
RedAwning operates a global branded network specializing in vacation rental properties, featuring over 100,000 unique homes and condos across more than 10,000 destinations worldwide. The company aims to provide a consistent and trustworthy experience for travelers by offering 24/7 support for both guests and property managers. By simplifying the booking process and ensuring clear payment procedures along with insurance coverage, RedAwning enables customers to secure vacation rentals that accommodate a variety of budgets. The company is a prominent supplier of vacation rentals to major online booking platforms, including Booking.com, Expedia, HomeAway/VRBO, FlipKey/TripAdvisor, and Airbnb, thus redefining vacation hospitality by blending the convenience of hotel stays with the diverse offerings of vacation rentals.

Partners Surgical

Private Equity Round in 2017
Partners Surgical Corporation is a multi-specialty ambulatory surgery center management company based in Houston, Texas. Established in 2016, the company focuses on acquiring, developing, and managing high-acuity ambulatory surgery centers and surgical hospitals throughout the United States. Its services encompass operational, financial, clinical, and human resources support, enabling physician partners to concentrate on patient care without the burdens of management. Partners Surgical specializes in various medical fields, including neurology, orthopedic surgery, pain management, and anesthesiology, leveraging an experienced management team with a strong background in outpatient healthcare services. The company actively seeks collaboration with entrepreneurial physicians to enhance its growth in the expanding healthcare market.

Nordic

Private Equity Round in 2016
Based in Madison, Wisconsin, Nordic is the largest consulting practice specializing in Epic software, providing electronic health record (EHR) consulting services to healthcare organizations. Founded in 2010, the company has established itself as an industry leader, consistently earning the top ranking by KLAS for Epic Implementation Support and Staffing since the report's inception in 2012. In the latest Best in KLAS Report, Nordic was recognized as the Category Leader in the "Other Implementation" category, which encompasses services related to revenue cycle, integration, lab, and reporting. With a client base exceeding 125 organizations across 40 states, Nordic collaborates with over a third of Epic's clientele, demonstrating its significant impact and expertise in the healthcare technology sector.

ActiveCampaign

Series A in 2016
ActiveCampaign, LLC is a marketing and sales automation platform based in Chicago, Illinois, founded in 2003. The company specializes in providing businesses of all sizes with tools for email marketing, transactional email, and customer relationship management (CRM). Its platform offers over 800 pre-built automation workflows that integrate marketing and sales processes, enabling users to create personalized customer experiences through automated communication across various channels, including social media, email, messaging, and text. ActiveCampaign's solutions are designed to help businesses connect effectively with their customers by streamlining processes and delivering intelligence-driven, targeted messages. Additionally, the company provides help desk support and survey solutions, further enhancing its offerings in customer experience automation.

Digital Map Products

Private Equity Round in 2016
Digital Map Products specializes in cloud-based location technology and content services, offering a robust location intelligence platform that enhances decision-making for businesses and government entities across North America. With over 19 years of experience, the company provides tools to visualize and analyze data through turnkey map-based applications, which are designed to scale with users' needs. Its web services deliver real-time access to current data, including nationwide parcel boundaries, property attributes, and various comprehensive datasets such as hazards and demographics. Digital Map Products also extends its platform's capabilities through professional consulting services, ensuring clients receive expert guidance in leveraging location technology. The company supports a diverse customer base, with over 350,000 users accessing its services regularly, facilitating communication with millions of constituents. With a commitment to accuracy, the company updates more than 72 million data records each month and handles billions of server accesses, underscoring its role as a key provider of location intelligence solutions.

impact.com

Private Equity Round in 2016
Impact is a marketing technology company that specializes in partnership automation, helping brands to enhance their paid marketing and media expenditures. Founded in 2008 in Santa Barbara, California, Impact has expanded to ten offices worldwide and employs over 400 individuals. The company's platform addresses marketers' needs for simplicity and transparency while enabling more effective media measurement, attribution, and optimization. By automating the full lifecycle of partnerships, Impact facilitates the discovery, recruitment, onboarding, engagement, and performance enhancement of various partnership types. Its solutions also focus on preventing ad fraud, thereby fostering informed decision-making. Impact serves a diverse range of global enterprises, including well-known brands, and seeks to drive revenue growth through innovative partnership strategies in the evolving Partnership Economy.

Centauri Health Solutions

Private Equity Round in 2016
Centauri Health Solutions is a technology-focused company that provides cloud-based software and data management services tailored for the healthcare sector. The company's platform assists hospitals with various functions, including medical record retrieval and coding, quality program management, eligibility and enrollment, and healthcare data analytics. By leveraging sophisticated analytics and data-driven services, Centauri aims to enhance the health outcomes of patients while helping clients optimize government-sponsored healthcare reimbursement. Their commitment to compassionate outreach and effective data management supports healthcare organizations in improving operational efficiencies and delivering better care to their members.

LifeStance Health

Private Equity Round in 2015
LifeStance Health is a national provider of behavioral healthcare services, offering a range of treatment options for children, adolescents, and adults facing various mental health challenges. The organization employs a diverse team of professionals, including psychiatrists, psychologists, nurse practitioners, clinical counselors, and social workers, who work collaboratively to deliver comprehensive care. LifeStance Health emphasizes evidence-based and medically driven treatment methods, ensuring that patients receive tailored support to address their unique needs. Services are available in both in-person and digital formats, allowing for greater accessibility and convenience in mental health care. The commitment to compassionate care is central to LifeStance's mission, as each team member strives to meet the specific concerns of every individual patient.

Partners Surgical

Private Equity Round in 2015
Partners Surgical Corporation is a multi-specialty ambulatory surgery center management company based in Houston, Texas. Established in 2016, the company focuses on acquiring, developing, and managing high-acuity ambulatory surgery centers and surgical hospitals throughout the United States. Its services encompass operational, financial, clinical, and human resources support, enabling physician partners to concentrate on patient care without the burdens of management. Partners Surgical specializes in various medical fields, including neurology, orthopedic surgery, pain management, and anesthesiology, leveraging an experienced management team with a strong background in outpatient healthcare services. The company actively seeks collaboration with entrepreneurial physicians to enhance its growth in the expanding healthcare market.

Social Sentinel

Venture Round in 2013
Social Sentinel, Inc. specializes in social media threat intelligence solutions for educational institutions and public safety sectors. The company provides a monitoring platform that alerts campus and community leaders to potential threats shared on social media, enhancing their ability to respond effectively. Its offerings include a mobile safety application and services tailored for various scenarios such as road safety, self-harm prevention, and severe weather events. Founded in 2011 and headquartered in Burlington, Vermont, Social Sentinel aims to improve community safety and security through innovative technology. It operates as a subsidiary of Navigate360, LLC, and focuses on enabling authorities to maintain oversight and manage resources efficiently in the face of emerging threats.

Rentsync

Rentsync is a leading SaaS and marketplace technology company specializing in serving the rental housing industry. Rentsync offers a range of innovative products and services designed to streamline rental property marketing, leasing, property management and owns and operates the Rentals.ca Network, the leading online marketplace for rental housing in Canada. As a privately held Growth 500 company, Rentsync boasts over 100 employees. Its commitment to professionalism, innovation, and accessibility has made it a trusted leading partner for rental housing marketers, leasing agents, and renters.
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