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

Past deals in Missouri

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.

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.
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