Five Elms Capital

Five Elms Capital is a growth investment firm based in Kansas City, Missouri, established in 2007. The firm specializes in investing in rapidly growing B2B software businesses, focusing on those that demonstrate strong user engagement and satisfaction. With over $2.4 billion in assets under management, Five Elms provides both capital and strategic resources to support companies in accelerating their growth and solidifying their positions as leaders in the software industry. The firm has built a robust network and possesses deep domain expertise, having invested in more than 65 software platforms globally. With a dedicated team of over 70 investment professionals, Five Elms Capital maintains its exclusive focus on software investments, positioning itself as a key player in the sector.

Fred Coulson

Managing Partner and Founder

Nick Geannacopulos

Growth Investor

Austin Gideon

Principal

Clay Hartman

Partner

Thomas Kershisnik

Managing Director

Ryan Mandl

Managing Director

Pat McClain

Principal, Financial Performance

Joe Onofrio

Managing Director

Novisa Petrusich

Senior Associate

Stephanie Schneider

Partner

Joe Sullivan

Software Investor

90 past transactions

Motivity

Venture Round in 2025
Motivity is a developer of innovative electronic data collection software specifically designed for the applied behavior analysis (ABA) and behavioral health sectors. Founded and supported exclusively by research grants from the National Institute of Health (NIH), the company offers a platform that integrates various clinical systems by consolidating schedules, billing information, and demographic data in real-time. This advanced system facilitates complex scoring, progression tracking, and simulation of criteria for clients, enabling them to automatically adjust targets based on performance metrics over multiple sessions. Motivity's focus on data mining and insights enhances the efficiency and effectiveness of behavioral health practices.

360Player

Private Equity Round in 2024
360Player is a sports technology company. They provide an all-in-one platform for sports organizations where all sporting operations and administrations can be done in one place. They provide services for clubs, colleges, schools, and academies. They offer smart solutions including communication, performance analysis, management, and session planning.

Magma Math

Series A in 2024
Magma Math is an e-learning math platform for K–12 classrooms that helps improve teaching practises and learning for students.

Fable

Series B in 2024
Fable is a leading accessibility platform powered by people with disabilities.The best digital teams work with Fable to make products more accessible for over 1 billion people who live with disabilities.

Opus1.io

Venture Round in 2024
Opus1.io is the end to end platform for music and performing arts schools - Scheduling, Invoicing, Self-booking, Payments etc.

Prismatic

Series B in 2024
Prismatic is the leading embedded iPaaS, enabling B2B SaaS teams to ship product integrations faster and with less dev time. The only embedded iPaaS that empowers both developers and non-developers with tools for the complete integration lifecycle, Prismatic includes low-code and full-code building options, deployment and management tooling, and self-serve customer tools. Prismatic's unparalleled versatility lets teams deliver any integration from simple to complex in one powerful platform. SaaS companies worldwide, from startups to Fortune 500s, trust Prismatic to help connect their products to the other products their customers use.

Sendlane

Series C in 2023
Sendlane helps you generate more revenue, increase retention, and automate personalized experiences for your customers. Built for eCommerce.

Practice Better

Series A in 2023
Practice Better is a practice management software platform specifically designed for wellness professionals, including nutritionists and dietitians. The platform offers a comprehensive suite of tools that facilitate scheduling, telehealth services, client engagement, and billing. With features such as appointment management, fillable forms, health records management, and meal planning, Practice Better streamlines various operational aspects of running a practice. It is utilized by both solo practitioners and group practices worldwide, enabling users to efficiently manage their business operations while saving time and resources.

Prismatic

Series A in 2023
Prismatic is the leading embedded iPaaS, enabling B2B SaaS teams to ship product integrations faster and with less dev time. The only embedded iPaaS that empowers both developers and non-developers with tools for the complete integration lifecycle, Prismatic includes low-code and full-code building options, deployment and management tooling, and self-serve customer tools. Prismatic's unparalleled versatility lets teams deliver any integration from simple to complex in one powerful platform. SaaS companies worldwide, from startups to Fortune 500s, trust Prismatic to help connect their products to the other products their customers use.

Contractsafe

Private Equity Round in 2023
ContractSafe is a developer of a contract organizing platform aimed at simplifying contract management for businesses. The platform enables users to efficiently locate contracts and key terms through keyword searching and utilizes automatic optical character recognition to search documents. It offers features for sorting, filtering, and exporting essential information with a customizable dashboard, which allows businesses to easily and securely organize all their contracts. Additionally, ContractSafe automates various aspects of contract management, enhancing operational efficiency and reducing the time spent on manual processes. Committed to leveraging stable cloud technology, ContractSafe initially deployed its services on AWS, ensuring a reliable and user-friendly experience for its clients.

Sendlane

Series B in 2022
Sendlane helps you generate more revenue, increase retention, and automate personalized experiences for your customers. Built for eCommerce.

Ten Thousand Coffees (10KC)

Private Equity Round in 2022
10KC is a diversity-founded talent experience platform for best-in-class connectivity, mentoring, DEI, onboarding, early talent, leadership development, and more. 10KC’s all-in-one solutions serve over 200 of the world’s leading companies and social impact organizations. Built for the new world of decentralized, remote and hybrid work environments, 10KC’s highly configurable technology helps employers build, scale and measure their employees’ engagement, connectivity and skills development initiatives.

Skedda

Private Equity Round in 2022
Skedda is the best online booking system for managing anything 'space' based, such as meeting rooms, studios, courts, pitches & halls. Skedda is specifically for managing 'space' and suits anywhere that are looking for an easier and effective way to manage it, whether it is for internal use by staff or hired out to the public.

SingleOps

Series C in 2022
SingleOps LLC specializes in developing business management and cloud-based scheduling software tailored for outdoor service industries such as tree care, lawn care, and landscaping. Founded in 2013 and headquartered in Atlanta, Georgia, the company provides an all-in-one platform that integrates various operational functions, including mobile estimates, scheduling, time tracking, customer relationship management, and financial processing. This comprehensive solution enables clients to streamline their operations, enhance profitability, and improve customer satisfaction. With hundreds of clients utilizing the software, SingleOps has facilitated the processing of over $1 billion in revenue, demonstrating its effectiveness in supporting businesses in the field.

Fable

Series A in 2022
Fable is a leading accessibility platform powered by people with disabilities.The best digital teams work with Fable to make products more accessible for over 1 billion people who live with disabilities.

Claravine

Series B in 2022
Claravine, Inc. is a company that specializes in cloud-based marketing campaign automation and digital experience data management. Founded in 2012 and headquartered in Lehi, Utah, Claravine provides a platform that enables marketers to tag, validate, and manage online marketing programs effectively. The platform offers features such as tracking code creation, automatic classification, and organizational management, ensuring that tracking codes are generated and classified consistently before advertisements are served. By standardizing taxonomies and naming conventions, Claravine helps brands and agencies enhance collaboration, automate data flows, and adapt quickly to evolving business needs. This allows marketing teams to focus on their objectives without concerns over data accuracy, ultimately facilitating confident decision-making and streamlined operations. Formerly known as Tracking First, LLC, the company rebranded to Claravine in October 2018.

Crelate

Series B in 2022
Crelate is a recruiting software platform focused on helping businesses navigate an increasingly dynamic and global workforce. Crelate provides a fast, flexible solution that combines the applicant tracking and sales process into a single, unified recruiting system. The company was founded in 2012.

Karbon

Series B in 2022
Karbon provides an enterprise workstream collaboration platform that allows a team to contribute more productively to an organization’s mission, with shared, streamlined workflows, automated tasks, and standardized processes. It provides visibility across an entire firm, unites teams with a single place to work together and standardize processes and consolidate client information in one place. Karbon was founded on 2015 and is headquartered in Sausalito, California.

Continu

Series A in 2022
Continu provides companies with internal and external users, learning automation, content authoring, and real-time training measurement. Continu is a beautiful and powerful Learning Platform for modern teams. Use Continu to centralize company training, whether it be employee learning, onboarding, sales enablement, customer training, or product training. Continu is trusted by some of the world's most forward-thinking brands to develop their employees and provide a learning solution their teams want to use.

AskNicely

Series B in 2022
AskNicely is a customer experience platform focused on enhancing the performance of frontline teams by integrating employee experience with customer feedback to foster revenue growth in service businesses. The platform specializes in collecting and acting on real-time customer feedback, automatically triggering feedback requests through integration with customer relationship management systems. By tracking net promoter scores, AskNicely helps businesses improve customer retention, generate reviews, and increase referrals, ultimately driving profitability. The company serves over 1,300 clients globally and operates offices in the United States, New Zealand, and the Netherlands. Its mobile platform provides personalized coaching and motivation for frontline workers, streamlining operations by reducing the need for extensive middle management.

Tagger

Series B in 2021
Tagger is an influencer marketing management platform that assists brands in the planning, activation, and reporting phases of their marketing campaigns. By leveraging social intelligence, Tagger enables businesses to discover influencers, manage campaigns, and access third-party analytics for monitoring content performance. This comprehensive approach allows companies to streamline their processes, reducing reliance on spreadsheets and fostering stronger relationships with creators.

IntelligenceBank

Venture Round in 2021
IntelligenceBank is a marketing operations platform that provides software solutions designed to enhance the content marketing lifecycle for various industries, including banking and finance, government, healthcare, and technology. The company focuses on transforming manual processes into digital workflows, offering tools for knowledge management and digital asset management alongside content marketing services. By streamlining these operations, IntelligenceBank enables clients to improve marketing efficiency, accelerate project timelines, and reduce compliance risks associated with their marketing activities.

Sendlane

Series A in 2021
Sendlane helps you generate more revenue, increase retention, and automate personalized experiences for your customers. Built for eCommerce.

ShippyPro

Series A in 2021
ShippyPro is a shipping management platform and API tailored for small merchants and large enterprises aiming to enhance their shipping operations. By integrating with over 60 e-commerce channels and more than 130 couriers, ShippyPro addresses the most time-consuming aspects of e-commerce: shipping, tracking, and returns. The platform offers a multi-carrier infrastructure that automates various processes, including shipping rate comparisons, label generation, and reporting, all accessible through a single dashboard. This comprehensive solution enables businesses to optimize their shipping processes, significantly improve efficiency, and ultimately provide a better experience for their customers.

OpenReel

Series A in 2021
OpenReel enables remote video creation for enterprises, media, and entertainment companies worldwide, empowering them to direct and film high quality video content from more than 125 countries. With its patented suite of remote video direction, capture, and creation capabilities, OpenReel makes it possible for businesses of all sizes to cut down on the time-and resource-intensive process of in-person video shoots and scale content creation initiatives efficiently and effectively.

Karbon

Series A in 2021
Karbon provides an enterprise workstream collaboration platform that allows a team to contribute more productively to an organization’s mission, with shared, streamlined workflows, automated tasks, and standardized processes. It provides visibility across an entire firm, unites teams with a single place to work together and standardize processes and consolidate client information in one place. Karbon was founded on 2015 and is headquartered in Sausalito, California.

Reachdesk

Series A in 2020
Reachdesk operates a direct mail and corporate gifting platform tailored for B2B companies, facilitating the delivery of personalized gifts and direct mail to enhance relationships with customers, prospects, and employees. Founded in 2018 and based in New York, the platform allows users to send e-gift cards, manage inventory, track shipments globally, and include handwritten notes. It also supports campaign management and budgeting while providing integration with existing tech stacks for improved data-driven insights and return on investment. Reachdesk aims to streamline the gifting process, making it easier for businesses to create meaningful connections at scale.

Userlane

Series B in 2020
Userlane GmbH, founded in 2015 and based in Munich, Germany, specializes in a software navigation solution that automates user onboarding and employee training. By providing interactive guides, Userlane helps organizations enhance trial conversion, reduce support costs, and increase user engagement without the need for coding or altering existing software. Its digital adoption platform enables companies to create step-by-step guides easily, facilitating the implementation of these guides across their software without significant effort. Additionally, Userlane offers features such as in-app communication and user analytics, which provide valuable insights for optimizing the user experience and improving overall productivity. The company's services cater to SaaS providers, customer care managers, and employers looking to streamline training processes and eliminate digital friction.

SingleOps

Series B in 2020
SingleOps LLC specializes in developing business management and cloud-based scheduling software tailored for outdoor service industries such as tree care, lawn care, and landscaping. Founded in 2013 and headquartered in Atlanta, Georgia, the company provides an all-in-one platform that integrates various operational functions, including mobile estimates, scheduling, time tracking, customer relationship management, and financial processing. This comprehensive solution enables clients to streamline their operations, enhance profitability, and improve customer satisfaction. With hundreds of clients utilizing the software, SingleOps has facilitated the processing of over $1 billion in revenue, demonstrating its effectiveness in supporting businesses in the field.

ActiveProspect

Venture Round in 2020
ActiveProspect, Inc. is a marketing software-as-a-service (SaaS) company based in Austin, Texas, that specializes in lead optimization and compliance solutions. Founded in 2004, the company offers a suite of products designed to enhance the efficiency and legality of customer acquisition processes. Its primary offerings include LeadConduit, a platform that facilitates real-time data integration, validation, and routing of leads; TrustedForm, which certifies leads by documenting consumer consent to ensure compliance with regulations; and SuppressionList, allowing users to verify leads against specified lists in real-time. ActiveProspect's solutions empower businesses across various industries to implement consent-based marketing strategies, thereby minimizing legal risks and improving data management.

Rfp360

Venture Round in 2020
RFP360 is a software company that offers solutions designed to enhance the request for proposal (RFP) process for organizations globally. By providing an integrated platform, RFP360 facilitates connections between procurement teams and suppliers, allowing buyers to create RFPs and receive vendor proposals more efficiently. The software streamlines the procurement process, reducing overall timeframes and ensuring real-time access to data. This enables smaller companies to compete effectively with larger providers. RFP360's comprehensive approach encompasses various aspects of the RFP lifecycle, including knowledge management, response automation, request development, and vendor evaluation, making the entire process more efficient, effective, and collaborative.

Lumar (formerly Deepcrawl)

Series B in 2020
Deepcrawl is now Lumar. We empower businesses to realize their websites’ full commercial potential with a robust website intelligence platform and professional services partnerships. Lumar helps businesses see their websites’ technical foundations in a new light — so brands can easily identify and implement the website changes that will have the most impact on their digital-driven growth. The technical health of a website plays a major role in both search engine visibility and user experience — key influences on any business’s brand awareness, customer satisfaction, and sales.

Outfit

Venture Round in 2020
Outfit is a company that specializes in brand automation, providing a platform designed to enhance the creation, collaboration, and distribution of marketing materials for large organizations. Their technology streamlines the production process by offering features such as approval workflows, customizable templates, and an audit trail. This approach allows businesses to efficiently generate on-brand content that meets customer expectations and supports sales initiatives. Through its platform, Outfit aims to transform how organizations manage their marketing efforts, ensuring consistency and quality in their branding materials.

LaborChart

Series A in 2020
LaborChart LLC is a cloud-based workforce management platform designed specifically for the construction industry. Incorporated in 2013 and based in Overland Park, Kansas, the company provides tools that assist businesses in managing employee scheduling, dispatching, and communication. The platform enables contractors to organize their workforce and resources efficiently, allowing them to create schedules for workers across multiple construction sites. By utilizing automated notifications and simplifying repetitive manual processes, LaborChart helps contractors save time and optimize their manpower, ultimately improving overall workflow and productivity.

Skynamo

Series A in 2020
Skynamo is a sales management and productivity application designed for manufacturers, wholesalers, and distributors with field sales teams. Founded in 2012 and headquartered in Stellenbosch, Cape Town, South Africa, Skynamo aims to enhance the sales process by fostering transparency and trust between managers and their teams. The platform transforms managers from micro-managers into coaches while empowering sales representatives to become value-adding consultants rather than mere order takers. Key features of the software include remote order submission, automation of administrative tasks, and the ability to capture customer interactions via mobile devices. These tools and data analytics help businesses streamline their sales operations, improve planning and decision-making, and ultimately increase sales efficiency.

SimpliField, a Field Agent company

Series A in 2020
SimpliField is a B2B SaaS product mastering field intelligence. Companies replace spreadsheets and paper forms with a smart mobile solution. They have a real-time 360-degree insight on the field operations making them more agile for better execution and sales. SimpliField helps Brands to accelerate their path to retail excellence and maximize profitability in every store.

Sherpa CRM

Private Equity Round in 2019
Sherpa CRM is a company that specializes in developing customer-relationship management solutions specifically for the senior living industry. Its flagship product, Sherpa, is a sales enablement platform that enhances the sales process and empowers senior living professionals to assist seniors and their families during significant life transitions with empathy and support. In addition to its core CRM functionalities, Sherpa CRM provides a range of services, including health and billing management, marketing automation, lead management, live chat, call center services, prospect discovery, and various communication and productivity integrations. Founded in 2011 and headquartered in Saint Louis, Missouri, the company serves a diverse client base across the United States and Canada, focusing on retirement, assisted living, and memory care communities to help them cultivate effective sales cultures.

FMX

Private Equity Round in 2019
Facilities Management eXpress (FMX) was formed out of a need for facilities managers to more effectively do their job. Early in 2012, two of their founders, both engineers, were conducting an energy conservation project for a local school district. The district needed a way to easily manage its facilities remotely while maximizing energy savings. Their founders began searching for software capable of scheduling preventive maintenance to ensure energy savings, streamlining event scheduling to minimize the running time of HVAC systems, and tracking and responding to heating/cooling complaints to meet the needs of the school staff. Many of the software solutions they explored were feature rich but way too complicated. This unmet need for an easy-to-use but functional system inspired their founders to create a solution of their own. After developing the first version of a tool to enhance the energy project, they realized the benefits that such a solution could provide to a wider customer base—and FMX was born! The FMX team continues to extend the FMX experience to customers to provide a simple solution for solving real-world facilities management challenges.

DarkOwl

Venture Round in 2019
DarkOwl is a Denver-based company that empowers organizations to continually improve their cybersecurity defenses. The DarkOwl Vision platform provides the world’s largest index of DARKINT™ content and the tools and services to efficiently find leaked or otherwise compromised sensitive data. Unlike conventional offerings which rely heavily on manpower to comb the darknet, DarkOwl Vision automatically, anonymously and continuously collects, indexes and ranks actionable darknet data. The DarkOwl Vision engine scrapes more relevant dark net data in one hour than an intelligence analyst can discover in one day. By shortening the timeframe to detection of compromised data on the dark net, organizations can swiftly detect security gaps and mitigate damage prior to misuse of their data.

Crelate

Venture Round in 2019
Crelate is a recruiting software platform focused on helping businesses navigate an increasingly dynamic and global workforce. Crelate provides a fast, flexible solution that combines the applicant tracking and sales process into a single, unified recruiting system. The company was founded in 2012.

Apptegy

Venture Round in 2019
Apptegy Inc. is a software development company that creates tailored online solutions for schools, school districts, and community organizations. Established in 2013 and based in Little Rock, Arkansas, the company offers a platform called Thrillshare, which allows school administrators to manage digital communications from a centralized portal. This platform facilitates various online interactions, enabling the sharing of messages, alerts, and updates across mobile, web, and social media channels. Apptegy focuses on helping K-12 education leaders enhance their districts' identities and effectively market their achievements, ensuring compliance with accessibility standards. By providing tools for continuous communication, the company empowers schools to engage their audiences through text messages, voice calls, social media posts, and mobile push notifications, thereby strengthening the connection between schools and their communities.

Rfp360

Venture Round in 2019
RFP360 is a software company that offers solutions designed to enhance the request for proposal (RFP) process for organizations globally. By providing an integrated platform, RFP360 facilitates connections between procurement teams and suppliers, allowing buyers to create RFPs and receive vendor proposals more efficiently. The software streamlines the procurement process, reducing overall timeframes and ensuring real-time access to data. This enables smaller companies to compete effectively with larger providers. RFP360's comprehensive approach encompasses various aspects of the RFP lifecycle, including knowledge management, response automation, request development, and vendor evaluation, making the entire process more efficient, effective, and collaborative.

GoReact

Venture Round in 2018
GoReact is a software company that specializes in video-based skill assessment, aiming to enhance education by fostering a more human-centric approach to learning. Founded in 2011 and headquartered in Orem, Utah, GoReact's platform enables scalable video observation, coaching, and assessment, which facilitates the demonstration of skills competency. By emphasizing greater human connection and engagement, the platform accelerates skill development and improves the overall learning experience.

Panopta

Venture Round in 2018
Panopta LLC, founded in 2007 and based in Chicago, Illinois, specializes in developing software for infrastructure monitoring services. As a subsidiary of Fortinet, Inc., Panopta offers a centralized platform that enables organizations to monitor their entire hybrid IT environment, including network, servers, and applications. The platform integrates various functionalities such as public and private monitoring, alerting, and reporting into a single, user-friendly solution. This unified approach addresses the challenges faced by IT teams managing multiple tools, reducing diagnostic delays and operational costs. Panopta's technology automates issue resolution and minimizes alert fatigue through features like alert escalation and grouping, ensuring that IT operations run smoothly and efficiently.

Hubb

Series B in 2018
Hubb, LLC is an integrated app platform designed to streamline the workflows involved in managing and marketing content for conferences and meetings. Founded in 2012 and based in Vancouver, Washington, Hubb offers a range of tools including Exhibitor, which enables sponsors to manage their profiles and booth requests, and Attendee, which helps participants plan schedules and receive real-time updates on any device. The Hubb Platform supports virtual, onsite, and hybrid events, providing powerful engagement tools that enhance the overall event experience. With its focus on empowering event planners, Hubb has become a key player in the event management industry, catering to some of the world's largest conferences.

OnBoard

Private Equity Round in 2018
OnBoard is a secure board management platform that helps organizations prepare, conduct, and analyze board meetings. It makes board meetings easy. It’s the world’s most intuitive board management software. OnSemble makes employee collaboration easy, an intranet backed with the trust of hundreds of leading financial institutions. OnBoard was founded in 2003 and is based in Indianapolis, Indiana.

Service Fusion

Series A in 2018
Service Fusion is a cloud-based field service management software designed for the HVAC, plumbing, electrical, IT service, and a number of other field service industries. Used by over 4,000 service contracting businesses in the U.S. and Canada, Service Fusion consolidates multiple systems into one easy-to-use platform that allows them to decrease operational costs and win repeat business.

Local by Flywheel

Series B in 2018
Flywheel is a company based in Colorado Springs, Colorado, that focuses on developing tools for web designers and developers using WordPress. Founded in 2012, Flywheel's mission is to enhance the productivity of creatives by providing a range of well-designed products and resources. Its flagship offering is a user-friendly WordPress hosting platform, complemented by Local by Flywheel, a mobile application designed for efficient local development and management of WordPress sites. The company aims to create sleek and simple solutions that enable users to build, launch, and manage WordPress sites effectively. With a client base that includes small agencies and large enterprises, Flywheel has supported over 100,000 users in scaling their businesses on the WordPress platform.

POWWR

Venture Round in 2017
POWWR specializes in energy management software solutions and consulting services, aiming to enhance the understanding and management of energy usage. The company develops software that integrates advanced technology with human insights, simplifying complex data for better decision-making. Its offerings include electric and gas risk management, as well as data integrity tools, all designed to help energy companies manage their operations from a centralized platform. By streamlining energy management, POWWR enables organizations to increase margins, reduce risks, and maximize profitability, allowing for business growth without the need for additional staffing. The company emphasizes the critical role of energy in society and seeks to provide actionable insights through comprehensive analytics.

MemberClicks

Venture Round in 2017
MemberClicks specializes in providing integrated membership management software solutions tailored for small-staff membership organizations, including professional associations, trade groups, and chambers of commerce. Founded in 1998, the company serves over 1,400 clients across North America and the U.K. Its platform encompasses various functionalities such as website management, online membership applications, dues renewal, event registration, and reporting, enabling organizations to streamline their operations and enhance member engagement. MemberClicks is committed to delivering a user-friendly technology experience, regularly releasing significant updates and actively seeking client feedback through an Ideas forum. This focus on innovation and customer input allows MemberClicks to continually refine its offerings to better meet the unique needs of small to mid-sized associations.

Trackforce

Venture Round in 2017
Trackforce is a San Diego-based company founded in 2000 that specializes in providing web-based and mobile application platforms tailored for the physical security industry. The company focuses on real-time operational management of security services, offering a comprehensive software suite known as GuardTek. This suite includes features such as geofencing, geotargeting, customizable incident reports, and lone worker protection, which enable over 1,000 clients to streamline their security operations effectively. By integrating mobile management and workforce optimization tools, Trackforce enhances the efficiency of security personnel and facilitates better incident reporting and field management.

Local by Flywheel

Series A in 2016
Flywheel is a company based in Colorado Springs, Colorado, that focuses on developing tools for web designers and developers using WordPress. Founded in 2012, Flywheel's mission is to enhance the productivity of creatives by providing a range of well-designed products and resources. Its flagship offering is a user-friendly WordPress hosting platform, complemented by Local by Flywheel, a mobile application designed for efficient local development and management of WordPress sites. The company aims to create sleek and simple solutions that enable users to build, launch, and manage WordPress sites effectively. With a client base that includes small agencies and large enterprises, Flywheel has supported over 100,000 users in scaling their businesses on the WordPress platform.

Field Agent

Series A in 2015
Field Agent is a provider of mobile research and retail data collection services, focusing on delivering real-time insights for retailers and consumer packaged goods companies. Utilizing a crowdsourced network of smartphone-enabled users, the company conducts audits and gathers market intelligence, allowing businesses to access critical information about in-store conditions and shopper experiences. Through its platform, Field Agent enables clients to capture essential data, obtain consumer insights, and facilitate product trials, ultimately supporting informed decision-making in a competitive marketplace.

TeamDynamix

Private Equity Round in 2015
TeamDynamix provides a cloud-based platform that integrates Service and Project Management, specifically designed for organizations in government, education, and healthcare sectors. By combining IT Service Management (ITSM), Project Portfolio Management (PPM), and Enterprise Service Management (ESM), TeamDynamix aims to enhance IT capabilities, optimize resource allocation, and improve end-user service. The platform features a visual flow builder that connects seamlessly with the systems clients utilize daily, facilitating better alignment, collaboration, and simplification of work management processes. Through its solutions, TeamDynamix helps organizations transition IT from a reactive role to a strategic partner, ultimately fostering greater operational efficiency and maturity.

Bookly

Venture Round in 2015
Bookly, Inc. is an online bookkeeping service tailored for small business owners, based in Salt Lake City, Utah. Founded in 2013, the company allows users to create accounts and select plans that suit their needs. Bookly facilitates the connection of bank accounts, credit cards, and applications to streamline data transmission to its bookkeeping team, ensuring that clients' financials are current, payroll is processed, and taxes are filed efficiently. The company primarily serves clients within the United States and rebranded from Tax Alli, LLC to Bookly, Inc. in July 2015.

OrderUp

Series A in 2014
OrderUp, LLC operates an online food ordering platform that enables customers in the United States to discover and order food for takeout and delivery. Founded in 2009 and based in Baltimore, Maryland, the company focuses on providing access to local restaurants, particularly those outside major metropolitan areas. OrderUp manages restaurant menus, offers call center support, and maintains its technological infrastructure. With operations in 38 locations, the company employs a dual-distribution model, comprising both company-owned and franchised locations. In January 2013, OrderUp changed its name from LocalUp Solutions, LLC and has since become a subsidiary of GrubHub Inc.

SiteHawk

Private Equity Round in 2014
SiteHawk is the Global Leader in SDS Management. We Provide Insight Based on Chemical Inventory Data to Improve Operations & Enhance Workplace Safety.SiteHawk LLC offers web-based chemical management and material safety data sheet (MSDS) software. The company provides SiteHawk Professional, chemical and regulatory management software, SiteHawk Select, chemical and regulatory tracking software, SiteHawk MSDS Hosting & Distribution, MSDS delivery software, and SiteHawk VeriScan, on-site inventory management software.

Goji

Series D in 2014
Goji is an American online insurance agency, combining smart tech with human expertise to find you the right policy at the best price. Goji combines human expertise with smart technology to match customers with the right coverage at the best price. Since 2007, Goji has helped hundreds of thousands of Americans compare rates from top brands and buy the policy that's best for them. The company is headquartered in Boston, Massachusetts.

Quest Inspar

Venture Round in 2013
Quest Inspar specializes in extending the useful life of pressurized pipelines essential to the operation of major industries and the utilities that provide our nation’s fuels, products, power and water. Our patented robotic systems deliver environmentally friendly PipeArmor polyurea liners to seal and protect interior pipe walls against future corrosion, abrasion and/or erosion, providing many more decades of service to pipe of all sizes and materials.

OTR Leasing

Funding Round in 2013
OTR Leasing is a truck leasing that provides good trucks to owner-operators and setting them up to be financially disciplined to succeed. It offers in-house semi-truck financing to truckers nationwide. Its inventory of late model 18 wheelers includes all the big names like Peterbilt, Kenworth, Volvo, International, and Freightliner. At OTR Leasing, they want to get owner-operators on the road in the shortest amount of time possible. ' The company was founded in 2013 and is based in Prairie Village, Kansas.

Field Agent

Series A in 2013
Field Agent is a provider of mobile research and retail data collection services, focusing on delivering real-time insights for retailers and consumer packaged goods companies. Utilizing a crowdsourced network of smartphone-enabled users, the company conducts audits and gathers market intelligence, allowing businesses to access critical information about in-store conditions and shopper experiences. Through its platform, Field Agent enables clients to capture essential data, obtain consumer insights, and facilitate product trials, ultimately supporting informed decision-making in a competitive marketplace.

The Pet Loss Center

Funding Round in 2013
The Pet Loss Center, founded in 2014 and based in Dallas, Texas, offers specialized services in pet cremation, burial, and memorialization. The organization is dedicated to providing veterinary professionals with the necessary resources to deliver compassionate end-of-life care for pets and support for their owners. By focusing on reliability and respect, The Pet Loss Center ensures that clients and their beloved pets receive the care they deserve during a difficult time, facilitating meaningful rituals and aiding in the grieving process.

Sidewalk

Series A in 2011
We were founded as CampusBookRentals in the summer of 2007 by a college student who couldn't make sense of textbook prices, and the inefficiencies that seemed to be driving them up. He proposed that renting textbooks might be part of the answer. The concept took off, creating one of the fastest growing companies in America and forever changing the rules of the ten billion dollar higher education content industry. In the fall of 2009, we became the first to bring textbook rentals right to the campus itself through an innovative store partnership that delivered real value to students and the store. In December 2012, after nearly a year of joint development, we acquired a full campus retail and warehouse management platform, sometimes referred to as a point of sale, and branded the technology Sidewalk Pro. Now our full suite of college store retail solutions fall under the Sidewalk umbrella. For more information about Pro, Rent, Marketplace, Promote, or CampusBookRentals, please visit: www.SidewalkPro.com www.SidewalkMarketplace.com www.CampusBookRentals.com

BuildMyMove

Series A in 2011
Mango Moving is a leading provider of interstate moving services and storage solutions. We maintain a strong network of independent moving providers based on rigorous performance requirements that help to ensure our ultimate goal - the best moving experience possible for you and your family!

Catapult International

Series A in 2010
Catapult International, a Kansas City, MO-based developer of a cloud-based rate management solution for international shippers and freight forwarders.

Mango Moving

Venture Round in 2010
Mango Moving provides local and long distance moving services.

Smart Warehousing

Secondary Market in 2010
Smart Warehousing is a Warehousing and Fulfillment Services Company headquartered in the heart of America, metropolitan Kansas City. They are a rapidly-growing company that focuses on creating exceptional customer value by continually demonstrating thier commitment to accuracy and innovation, while providing superior customer service through unparalleled passion.

Goji

Series B in 2010
Goji is an American online insurance agency, combining smart tech with human expertise to find you the right policy at the best price. Goji combines human expertise with smart technology to match customers with the right coverage at the best price. Since 2007, Goji has helped hundreds of thousands of Americans compare rates from top brands and buy the policy that's best for them. The company is headquartered in Boston, Massachusetts.

Admirals Bank

Private Equity Round in 2010
Admirals Bank is a company that specializes in banking, lending and more.

MyWealth

Venture Round in 2009
Founded in 2008, myWealth will use the new capital to fund increased marketing spend and to supplement its existing course offerings in investing, financial planning, and foreign exchange trading.

FXedu

Venture Round in 2008
FXedu offers numerous courses that cover investing, managing one's personal finances, and currency trading. Its team of instructors pride themselves in thoroughly answering questions and patiently guiding each and every student through the course.
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