True Wind Capital

True Wind Capital, established in 2015 and headquartered in San Francisco, is a private equity firm specializing in technology investments. With a combined 50 years of experience and over $10 billion invested across various industries, the firm's founders bring diverse expertise to support high-quality technology companies. True Wind partners directly with management teams, leveraging its cross-sector operational expertise, network, and strategic insights to help these companies achieve market leadership. The firm invests across the full range of transaction structures, focusing on North American IT software companies.

Rufina Adams

CFO

Mark Ash

Associate

Sam Bradley

Associate

Chloe Chemtob

Associate

Liam Gavin

Associate

Sean Giese

Principal and Partner

James Greene Jr.

Founding Partner, Chairman and Co-Chairman of the Investment Committee

Jamie Greene

Chairman

William Heldfond

Principal

Phil James

Vice President

Nick McCombe

Vice President

Taemin Park

Associate

10 past transactions

DCM Services

Acquisition in 2025
DCM Services, LLC specializes in deceased account recovery services across various sectors, including credit card, healthcare, auto leasing, retail, telecommunications, and utilities in the United States. Founded in 1999 and based in Minneapolis, Minnesota, the company focuses exclusively on deceased and probate solutions, establishing itself as a leader in this niche. DCM Services offers a range of services, such as Survivor Recovery Services, which provide deceased collection solutions, and the DOD Finder, which cross-references date of death information from the Social Security Administration. Additionally, it provides insurance claim processing and disputed estate claim resolution services, along with a Probate Finder Solution that organizes probate-filing information. By concentrating on estate recoveries, DCM Services aims to protect client brands, enhance recovery rates, and minimize unnecessary contact with survivors, ensuring a respectful and efficient approach to account collections.

Sterling Capital Brokers

Private Equity Round in 2022
Sterling Capital Brokers is Canada's largest independent benefit consulting firm, specializing in services tailored for high-growth small to medium-sized businesses. As an industry-leading benefits brokerage and Third Party Administrator, it focuses on transforming employee benefits solutions through its proprietary technology platform. The company develops customized plan management software that integrates seamlessly with human resources information systems and payroll platforms. This software provides features such as customized reports, billing data records, insurance feeds, real-time integrations, and enrollment management systems. By leveraging this technology, Sterling Capital Brokers enables its clients to create cost-effective, customized benefit plans while reducing administrative expenses.

W Energy Software

Private Equity Round in 2022
W Energy Software is a provider of cloud-based accounting and enterprise resource planning (ERP) solutions tailored for the oil and gas industry. The company offers a fully-integrated software suite designed for mid-market customers across the energy and commodities value chain. Its platform supports a range of functionalities, including midstream accounting, storage transaction management, and crude oil lease first purchaser management, serving both midstream and upstream sectors. W Energy Software aims to enhance business performance, improve operational efficiency, and reduce costs for its clients.

Transflo

Private Equity Round in 2021
Transflo is a technology company based in Tampa, Florida, that specializes in software applications and services for the transportation industry. It offers a comprehensive platform that includes mobile, telematics, data scanning, and document management solutions aimed at enhancing operational efficiency. Transflo's services facilitate real-time communications among fleets, brokers, and commercial vehicle drivers, allowing organizations to streamline their processes. The company digitizes nearly 500 million shipping documents annually, representing a significant portion of freight bills, which helps clients improve cash flow and reduce costs. Through its innovative technology, Transflo enables businesses in the transportation sector to automate their workflows and optimize their operations.

e-Emphasys Technologies

Private Equity Round in 2021
e-Emphasys Technologies is a global IT solutions provider specializing in industry-specific enterprise resource planning (ERP) software tailored for dealerships and rental companies in the heavy equipment sector, including construction, mining, forestry, material handling, and agriculture. The company delivers cloud-based ERP and dealer management system (DMS) solutions that facilitate a unified view of company data, enhancing customer experiences and operational efficiency. With a strong focus on helping clients achieve profitable growth, e-Emphasys has a proven track record of service delivery and consulting expertise that addresses the unique challenges faced by its customers. By offering comprehensive business solutions, e-Emphasys empowers clients to drive revenue growth at rates surpassing industry averages.

AIA Contract Documents

Private Equity Round in 2020
AIA Contract Documents operates a legal contract platform tailored for the architecture, engineering, and construction (AEC) industry. The organization provides a comprehensive suite of contracts, exhibits, and forms that establish clear relationships and terms for design and construction projects. These documents are widely recognized as industry standards, serving the needs of architects, contractors, engineers, attorneys, owners, and other stakeholders. By offering these essential tools, AIA Contract Documents enables professionals to effectively safeguard their projects and navigate the complexities of the construction process.

Viking Cloud

Funding Round in 2020
Viking Cloud specializes in cybersecurity and compliance services, primarily serving the restaurant, food service, and retail industries. The company focuses on transforming how organizations manage cyber defense through customer-centric technology and services. By offering real-time insights into an organization’s cyber risk landscape, Viking Cloud enables clients to proactively address evolving threats and risks. Its platform facilitates assurance testing and assessments, allowing businesses of all sizes to identify vulnerabilities and maintain compliance. With a commitment to enhancing security postures, Viking Cloud partners with clients to ensure they can effectively navigate the complexities of cybersecurity and compliance requirements.

Dealer Spike

Acquisition in 2018
Dealer Spike, LLC is a digital marketing and advertising company based in Lake Oswego, Oregon, established in 2008. It specializes in providing a comprehensive suite of tools for automotive dealers and manufacturers, including website development, inventory management, search engine optimization, social media integration, e-commerce solutions, and customer relationship management. Dealer Spike's services aim to drive traffic to showrooms and enhance client engagement through various channels, such as phone, email, and online applications. The company also offers dealer training and reporting tools to help clients improve sales and service profitability across multiple vertical markets, including automotive, marine, and heavy equipment.

Pegasus TransTech

Private Equity Round in 2018
Pegasus TransTech Corporation is a computer software company based in Tampa, Florida, specializing in document management and integrated document delivery solutions tailored for the trucking industry. Established in 1998, the company offers a range of products designed to optimize various paper-intensive processes, including billing, collections, payroll, and driver qualifications. Key offerings include TRANSFLO, a comprehensive document management system that facilitates the processing, storage, and retrieval of essential business documents such as proof of delivery and bills of lading. Additionally, Pegasus TransTech provides cloud-based solutions like TRANSFLO DMS for document management, TRANSFLO Docu-Type for automated document classification, and mobile applications for drivers to access documents in real-time. Other solutions include TRANSFLO OnDemand for document transmission and TRANSFLO Workflow for managing business processes, along with CompliancePAK for enhancing driver safety and compliance. Through its innovative products, Pegasus TransTech aims to streamline operations for carriers, brokers, and drivers, significantly improving efficiency in the trucking sector.

ARI Network Services

Acquisition in 2017
ARI Network Services, Inc. is a leading provider of software-as-a-service (SaaS) and data-as-a-service (DaaS) solutions aimed at enhancing revenue and reducing costs for its clients in various industries. Founded in 1981 and headquartered in Milwaukee, Wisconsin, the company serves equipment manufacturers, distributors, and dealers, particularly in the automotive tire and wheel aftermarket, powersports, outdoor power equipment, marine, home medical equipment, and appliance sectors. ARI's offerings include eCommerce websites designed to convert online traffic into sales and leads, as well as a range of website add-ons for inventory management and business integration. Additionally, the company provides eCatalog solutions that facilitate product content access through dealer-facing portals and consumer-oriented parts lookup tools. ARI also delivers business management software, digital marketing services like search engine optimization and email marketing, and a suite of complementary solutions encompassing software, website customization, professional services, and hosting. The company's technology is utilized by over 22,000 equipment dealers, 140 manufacturers, and 195 distributors globally, contributing to increased efficiency and customer satisfaction.
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