Vista Equity Partners

RiskExec is a software company that provides a browser-based platform for financial institutions to manage regulatory compliance, particularly in fair lending and redlining. Its platform offers real-time data updates, geocoding capabilities, and customizable mapping technologies to help banks, mortgage lenders, credit unions, and other lenders meet major regulatory requirements.

SE2, LLC, established in 2005 and headquartered in Topeka, Kansas, specializes in providing business processing and technology solutions to the life insurance and annuity industry. The company offers a range of services, including distribution services, new business issuance, administration processing, call center operations, compliance, fulfillment, quality assurance, and automated processing for online transactions. SE2 operates as a subsidiary of Security Benefit Group of Companies, Inc. and has an operational service center in Dallas, Texas.

Model N, Inc. specializes in providing revenue management cloud solutions tailored for the life sciences and high-tech sectors. The company offers a comprehensive suite of services designed to enhance pricing strategies, contract management, and revenue optimization. Key offerings include Global Pricing Management to minimize price erosion, Global Tender Management for improved revenue through effective bid strategies, and Provider Management to reduce rebate overpayments. Additionally, Model N addresses compliance and revenue leakage with its Payer Management and Government Pricing solutions. The company also features Deal Management tools to enhance deal conversion and pricing consistency, along with Channel Management that provides manufacturers with insights into inventory and pricing strategies. Other services include Market Development Fund Management, Rebates Management, and Channel Data Management, which automates data processing from partners. Model N's solutions are developed to streamline operations, reduce financial risks, and improve compliance with regulatory requirements. Founded in 1999 and headquartered in San Mateo, California, the company primarily serves large and mid-sized organizations globally through a direct sales approach.

Gatekeeper is a next-generation contract and supplier management platform that was born in the cloud and works on any device. At Gatekeeper we have a strong focus on collaboration, clear actionable data, obligation and compliance tracking, email alerts and most of all ease of use. We have a ‘zero training’ mantra driving a fanatical focus on usability that results in an application internal stakeholders and suppliers can use effortlessly.

Resilinc Corporation specializes in providing cloud-based Software-as-a-Service solutions focused on supply chain resiliency and risk management. The company offers a comprehensive suite of tools, including supply chain mapping to identify vulnerabilities, crisis management solutions for preparedness and response, and a collaborative platform for risk mitigation efforts. Additionally, Resilinc delivers EventWatch Professional, a service that monitors global events that could disrupt supply chains, and Resilinc CyberSCRM, which protects supply chains from cybersecurity threats. Founded in 2010 and based in Palo Alto, California, Resilinc's solutions enable organizations to effectively plan, monitor, and mitigate disruptions across multi-tier supply chains, enhancing overall resilience and compliance.

BetterCloud, Inc. specializes in cloud office solutions, focusing on SaaS management for organizations globally. Founded in 2012 and headquartered in New York, with an additional location in Atlanta, BetterCloud provides a centralized platform that offers insights into employee SaaS adoption, streamlining IT decision-making and license management across various applications. The company's services include user lifecycle management, data discovery, security automation, and IT automation. Its automation engine, Workflows, orchestrates complex processes, ensuring accuracy and compliance. BetterCloud also features platform APIs for securing SaaS ecosystems and tools for content scanning across major platforms such as Google Drive, Microsoft SharePoint, and Slack. Serving a diverse range of sectors, including healthcare, education, and technology, BetterCloud empowers IT professionals to enhance productivity and security while managing an increasingly complex landscape of SaaS applications.

MedTrainer Inc. is a healthcare compliance management company founded in 2013 and headquartered in Redlands, California, with additional offices in Denver, New York, Washington, and Queretaro, Mexico. The company provides a comprehensive software platform designed to streamline compliance for small and medium-sized healthcare organizations. Its suite includes eLearning, policy and procedure management, credential management, incident management, and equipment lifecycle management, among other features. MedTrainer serves a diverse clientele, including primary care offices, ambulatory surgery centers, dental offices, and long-term care facilities, helping over 300,000 healthcare professionals at more than 15,000 sites across the United States. By simplifying compliance processes and improving workforce management, MedTrainer aims to reduce risks and enhance revenue for its users.

Globalization Partners’ Global Expansion Platform™ enables you to hire in more than 150 countries within days, and without the need to set up costly foreign subsidiaries. You identify great talent anywhere in the world, and we put them on our fully compliant global payroll - lifting the burden of global corporate tax, legal, and HR matters from your shoulders to ours. Whether it’s to test a new market or expand your talent pool, Globalization Partners is the most trustworthy solution in the market. We have dual U.S. headquarters to serve you in Boston and San Diego, and regional hub offices located worldwide in Germany, the UAE, India, Brazil, Mexico, Singapore, and the UK. Globalization Partners is also the only global employer of record that is Privacy Shield certified for HR Data. To find out more, please visit https://www.globalization-partners.com.

Assent Compliance, established in 2005 and based in Ottawa, Canada, specializes in providing software solutions for supply chain sustainability management. The company's core offering is a comprehensive platform that helps complex manufacturers navigate product compliance, trade compliance, and ESG (Environmental, Social, and Governance) responsibilities. This platform includes modules for managing materials compliance, ethical sourcing, inspections, supplier management, and supply chain data collection, all accessible through a single dashboard. Assent's solutions enable businesses to monitor and manage their compliance portfolio, gather and analyze data, and receive alerts based on user-defined metrics. Additionally, the company offers regulatory compliance consulting, assessment, and outsourcing services to support clients in meeting local and international regulations.

Rocket Lawyer is a provider of online legal services aimed at making legal support more affordable and accessible for individuals and small businesses. The company allows members to create and customize a wide range of legal documents using its online automation technology. Additionally, users can access discounted legal advice from qualified solicitors through the Rocket Lawyer On Call service. The platform also offers free resources, e-signatures, and secure storage for legal documents, thereby enabling users to meet their legal needs efficiently. Membership includes a one-week free trial, followed by a monthly subscription fee, ensuring that users have ongoing access to essential legal services.

Allvue Systems LLC is a provider of alternative investment software solutions, specializing in the private capital and fixed income markets. Established in 2019 and headquartered in Coral Gables, Florida, the company offers a comprehensive suite of software that addresses various aspects of investment management, including portfolio management, trade order management, compliance, and investment accounting. Allvue’s solutions serve a diverse range of industries, such as private equity, venture capital, and commercial banking, among others. With a focus on data aggregation and process management, Allvue enhances decision-making for over 400 clients, including fund managers and financial institutions. The platform is designed to streamline operations by integrating multiple functions, thereby facilitating improved efficiency and reporting accuracy throughout the investment lifecycle.

RadarFirst, Inc. is a provider of a Software-as-a-Service (SaaS)-based incident response management platform designed to assist organizations in navigating privacy and security incidents. Its primary offering, RADAR, guides users through the process of profiling, assessing, and responding to incidents, thereby facilitating compliance with federal and state data breach laws. The platform includes the RADAR Breach Guidance Engine, which offers an intuitive workflow that profiles and scores incidents while generating specific notification guidelines. This solution is particularly valuable for Fortune 100 companies and organizations in heavily regulated sectors such as healthcare, finance, and insurance. Founded in 2014 and based in Portland, Oregon, RadarFirst aims to reduce risk and simplify decision-making related to privacy obligations, ensuring that organizations can maintain robust compliance and security programs. The company was previously known as RADAR, LLC before rebranding in September 2019.

ComplySci is a prominent provider of regulatory technology solutions, founded in 2003, that assist compliance professionals in identifying, managing, and reporting on employee conflicts of interest and compliance risk activities. These activities include personal trading, political contributions, and other violations. The company's web-based platform utilizes data networks and forensic analytics to monitor employee risk and automate compliance with ethics codes. ComplySci is trusted by over 1,400 customers, including some of the world's largest financial institutions, and helps clients navigate the regulatory environment while reducing operating costs through technology, consulting, and education.

Allocate Software Limited specializes in providing workforce management software solutions tailored for the healthcare sector. Founded in 1991 and headquartered in Richmond, United Kingdom, the company offers a range of services, including intelligent scheduling and rostering, workforce optimization, and compliance solutions. Its software supports healthcare institutions in managing nursing and care personnel, as well as medic and science workforces, ensuring the right staff is deployed at the right time and place. Additionally, Allocate Software delivers custom training services and addresses operational needs across various healthcare settings, including acute trusts, community trusts, mental health organizations, and independent healthcare providers. The company is recognized for enabling organizations to efficiently meet operational demands while ensuring safe staffing and effective care delivery.

SecureLink, Inc. specializes in providing vendor privileged access and remote support solutions tailored for highly regulated enterprises and technology vendors. Founded in 2003 and headquartered in Austin, Texas, with an additional office in San Jose, Costa Rica, the company offers a comprehensive platform that enables clients to manage remote access effectively. SecureLink's solutions replace traditional VPNs and remote desktop sharing, facilitating compliance with regulatory requirements and enhancing operational efficiency. The platform allows organizations to record and audit sessions, manage vendor users, and implement least privileged access. SecureLink serves over 30,000 clients globally, including those in the healthcare, financial services, legal, gaming, and retail sectors, helping them standardize remote support and improve response times while minimizing liability.

Zapproved is a company that specializes in providing ediscovery platforms tailored for corporate legal teams. Their solutions are designed to empower these teams to manage the entire ediscovery process, from the anticipation of litigation through to resolution. Zapproved's software offers cloud-based technologies that aim to make ediscovery more affordable and sustainable by reducing dependence on external providers. This approach helps clients save time, enhance compliance, and mitigate risks effectively. The platform is noted for its robust yet user-friendly features, which enable legal teams to streamline their processes and cut costs significantly.

Regulatory DataCorp, Inc. specializes in governance, risk, and compliance solutions aimed at Fortune 100 companies across various industries. Established in 2002 and headquartered in King of Prussia, Pennsylvania, with an office in Singapore, the company delivers precise risk alerts and ongoing monitoring to enhance protection and performance for its clients. Regulatory DataCorp’s offerings encompass a wide array of services, including anti-money laundering, know your customer, anti-bribery and corruption, and supplier due diligence. The company serves diverse sectors such as financial services, e-commerce, technology, energy, and manufacturing, helping these organizations achieve superior risk-screening outcomes and comply with financial regulations while minimizing customer effort.

NAVEX Global, Inc. is a leader in the development of ethics and compliance software solutions designed to help organizations effectively manage risk and adhere to regulatory requirements. Founded in 1997 and headquartered in Lake Oswego, Oregon, the company offers a comprehensive suite of services that includes hotline reporting systems for stakeholders, policy and procedure management software, and case management tools for addressing reported issues. Additionally, NAVEX Global provides online training programs, awareness initiatives, and third-party risk management solutions to educate users and monitor vendor risk. The company also delivers advisory and customer support services, catering to a diverse clientele that includes public and private corporations, educational institutions, government entities, and not-for-profit organizations globally. With strategic alliances and multiple locations, NAVEX Global is committed to fostering ethical workplace cultures and enhancing compliance programs for its customers.

PeopleAdmin, Inc. specializes in cloud-based talent management solutions tailored for the education and government sectors. Founded in 1999 and based in Austin, Texas, the company offers a suite of products, including the TalentEd K-12 strategic talent management suite, which facilitates candidate identification, recruiting, applicant tracking, evaluations, and personnel record-keeping. Additionally, PeopleAdmin provides SchoolSpring, a job search engine, and SearchSoft, a tool for schools to efficiently identify and hire top candidates. The company's solutions aim to streamline the hiring process, enhance candidate communication, manage position descriptions, and maintain compliance through comprehensive audit trails. Over 700 organizations utilize PeopleAdmin's services to improve their talent management practices. As of August 2018, PeopleAdmin operates as a subsidiary of PowerSchool Group LLC.

Mitratech Holdings, Inc. is a provider of web-based enterprise legal management solutions tailored for corporate legal departments. Established in 1987 and headquartered in Austin, Texas, the company offers a comprehensive suite of software solutions that include matter management, spend management, e-billing, legal hold, contracts management, entity management, and compliance reporting. Its product lineup features TeamConnect for large legal departments, eCounsel for mid-sized teams, Lawtrac for matter management, and LawManager for government agencies, among others. Mitratech's solutions are designed to enhance efficiency, reduce costs, and mitigate risks by promoting collaboration and visibility within organizations. The company also offers implementation, managed hosting, and training services to support its clients. Serving legal professionals, including general counsel and compliance officers, Mitratech has a global presence with additional offices in locations such as San Francisco, Burnham, Hyderabad, and Melbourne.

Zywave is a leading provider of cloud-based software solutions for the insurance industry, specifically catering to employee benefits and property and casualty insurance distribution. The company offers a suite of software-as-a-service (SaaS) tools designed to enhance agency management, client communication, compliance, and risk management. With over 15,000 users, including all of the top 100 U.S. insurance brokerages, Zywave's solutions empower brokers and their clients to improve client services, drive business growth, and promote better health and safety outcomes. By streamlining processes such as claims data analysis and pharmacy benefits management, Zywave helps its partners increase initial prospect meetings, improve close rates, and shorten selling cycles in a highly competitive market.