FTV Capital is a growth equity investment firm founded in 1998 and based in San Francisco, California. The firm specializes in investing in high-growth companies within the enterprise technology, financial services, and payment processing sectors. FTV Capital has raised over $1.8 billion to date and has built a diverse portfolio of 86 companies. It supports management teams in accelerating growth by leveraging its extensive domain expertise and providing access to its Global Partner Network, which consists of influential enterprises and executives. FTV Capital seeks to partner with companies that have established business models, innovative technology, and strong management teams, focusing on those with revenues between $10 million and $100 million and exhibiting significant annual growth.
ReliaQuest is a cybersecurity company founded in 2007 and headquartered in Tampa, Florida. It offers a cloud-native security platform called GreyMatter, which provides comprehensive visibility across Security Information and Event Management (SIEM), Endpoint Detection and Response (EDR), and multi-cloud environments. This platform is designed to automate and streamline the security lifecycle, enabling organizations to enhance their security posture while minimizing data loss and business disruptions. By facilitating real-time data analysis and contextual interpretation, ReliaQuest helps clients make informed security decisions and maintain compliance, ultimately fostering security confidence and resilience against potential breaches.
360 Privacy
Private Equity Round in 2025
360 Privacy specializes in safeguarding the digital identity, security, and reputation of high-profile executives, athletes, and high-net-worth families. The company offers a range of services, including threat assessment, digital hardening, threat response, fraud prevention, and cyberstalking prevention. Utilizing proprietary technology and a team of experts, 360 Privacy analyzes and manages data daily to protect clients' digital identities from sophisticated threat actors and criminals. By addressing the intersection of physical security, cyber threats, and reputation management, 360 Privacy ensures that its clients remain safe and their personal information is kept secure.
ZE PowerGroup
Private Equity Round in 2024
ZE PowerGroup is an experienced software development and strategic consulting firm.
BillingPlatform
Venture Round in 2024
BillingPlatform Corp. is a developer of cloud-based enterprise billing software that caters to businesses across various industries, including retail, software, travel, logistics, communication, energy, finance, healthcare, and media. Founded in 2008 and based in Centennial, Colorado, the company provides a comprehensive platform that streamlines the entire billing process, from product conception to invoicing and customer care. BillingPlatform's solution allows organizations to adapt to unique business models and pricing structures, facilitating agile monetization and complex revenue recognition. By automating the lead-to-revenue process, BillingPlatform helps enterprises enhance operational efficiency, achieve revenue and margin growth, accelerate time to market, and improve customer experiences, ultimately leading to higher customer retention rates.
Neptune Flood
Private Equity Round in 2023
Neptune Flood utilizes advanced mapping technologies and aerial remote sensing to create sophisticated algorithms for the risk of flooding. This revolutionary approach to pricing flood risk often results in superior coverage and savings over the National Flood Insurance Program of up to 25%, and is available to households in all designated flood zones. Neptune Flood was founded in 2016 by insurance and technology industry veterans Jim Albert and Bill Martin, with a goal of bringing advanced analytics and extreme ease of use to the flood insurance marketplace. Neptune Flood's policies are currently backed by Lloyd's of London, rated "A" (Excellent) by A.M. Best with an issuer credit of A+. Neptune launched its insurance product in early 2017 in Florida, and later in the year achieved the designation of Lloyd's Coverholder with authority to provide flood insurance throughout the US.
ID.me
Series D in 2023
ID.me, Inc. is an identity verification company that provides solutions for identity proofing, authentication, and group affiliation verification across various sectors, including government, healthcare, and commercial industries. Its platform allows users to securely prove and share their legal identities online, simplifying access to benefits and services through a single verified account. Key offerings include Identity Gateway, which integrates multiple identity providers, and Multi-Factor Authentication to enhance security. The company also features Document Verification using AI for authenticity checks, Compliance Monitor for regulatory adherence, and Group Verification for validating affiliations, enabling organizations to offer exclusive discounts to specific demographics such as military personnel and students. Founded in 2010 and based in McLean, Virginia, ID.me was originally known as TroopSwap, Inc. before rebranding in 2013.
Masttro
Venture Round in 2023
Masttro is a multinational financial technology organization offering state-of-the-art solutions to significantly wealthy families, family offices, and financial advisors. The business was founded in 2010 by asset owners with more than 25 years of experience using advanced proprietary technology to control diversified, multi-generational capital. Their goal is to create a new norm for wealth platforms: the most open, easy to use, and timely access to information needed by families and advisors to manage and monitor wealth over decades, and the peace of mind that comes from understanding that the highest standards of protection and confidentiality protect their information.
Tidal Financial Group
Private Equity Round in 2022
Tidal Financial Group is an investment advisory firm based in Milwaukee, Wisconsin, established in 2012. The firm specializes in three core areas: consulting, asset management, and wealth advisory. It offers discretionary and non-discretionary investment management services to a diverse clientele, including individuals, high net worth individuals, family offices, and various institutions such as qualified pension plans and 401(k) plans. Tidal also operates as an ETF investment and technology platform, facilitating the creation, operation, and growth of exchange-traded funds. By collaborating with partners in the investment community, Tidal aims to democratize access to ETF launches, combining expertise and innovative strategies to design financial products that seek to generate value for investors. As a Registered Investment Adviser, Tidal Financial Group is dedicated to providing comprehensive asset management solutions tailored to the needs of its clients.
Patra Corporation
Private Equity Round in 2022
Patra Corporation is a prominent provider of technology-enabled outsourcing services tailored for the insurance industry, aimed at alleviating operational burdens for insurance companies. The company offers a range of customizable processing solutions, including Patra On Demand, which caters to agencies of varying sizes without imposing penalties, and Patra Select, designed to enhance the management of small business accounts while ensuring profitability. Patra Performance focuses on empowering small, independent agencies for profitable growth, while Patra Innovations integrates standard processes to add value for brokers. Additionally, Patra provides comprehensive business process outsourcing, consulting for agency management systems, data entry support, and various services encompassing policy management, claims handling, and digital distribution solutions. With a diverse clientele that includes retail brokers, managing general agents, wholesale brokers, and carriers, Patra Corporation operates globally, with delivery and contact centers located in the United States, India, and the Philippines. Established in 2005 and headquartered in El Dorado Hills, California, Patra leverages a team of over 6,000 professionals to optimize the intersection of technology and human expertise in the insurance sector.
Solid Financial Technologies
Series B in 2022
Solid's platform enables banks & companies to offer embedded banking, payments, and card products, in a safe, secure & compliant way.
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.
Zoovu
Series C in 2022
Zoovu is an AI-driven content discovery platform designed to enhance the online shopping experience by facilitating meaningful interactions between brands and customers. By merging context and meaning, Zoovu enables retailers to engage in personalized conversations with their shoppers, transforming complex technical specifications into accessible language. The platform adapts to individual conversation styles, empowering customers to make informed purchasing decisions at critical moments. With a robust semantic library, Zoovu interprets the intent behind each customer search, ensuring relevant product recommendations. The platform is utilized by over 3,500 brands and retailers, including well-known companies, and operates globally across more than 500 product categories and multiple languages.
Paddle
Series D in 2022
Paddle is a platform designed to simplify the sale of apps, games, and other digital products by allowing creators to concentrate on product development while Paddle manages essential tasks such as payments, analytics, customer support, and VAT compliance. The platform provides software development kits that enable developers to implement trial versions, licensing mechanisms, in-app purchases, and performance tracking through its in-app analytics technology, all accessible via a single dashboard. Paddle serves as a Merchant of Record for its clients, streamlining their payments infrastructure and alleviating the complexities associated with payment processing. With over 230 employees, Paddle supports more than 3,000 software sellers across 245 territories worldwide and aims to shape the future of B2B SaaS through its innovative approach and backing from various investors.
LogicSource
Private Equity Round in 2022
LogicSource provides sourcing and procurement services to consumer-facing businesses. It delivers results for our clients through three product and service offerings, which are tailored to their specific needs. It was founded in 2009 and is headquartered in Norwalk, Connecticut.
Gale Healthcare
Venture Round in 2022
Gale connects available nurses directly with healthcare facilities in need of clinical support - providing facilities the shift coverage they need while offering nurses greater control over their schedule and their pay.
ReliaQuest
Private Equity Round in 2021
ReliaQuest is a cybersecurity company founded in 2007 and headquartered in Tampa, Florida. It offers a cloud-native security platform called GreyMatter, which provides comprehensive visibility across Security Information and Event Management (SIEM), Endpoint Detection and Response (EDR), and multi-cloud environments. This platform is designed to automate and streamline the security lifecycle, enabling organizations to enhance their security posture while minimizing data loss and business disruptions. By facilitating real-time data analysis and contextual interpretation, ReliaQuest helps clients make informed security decisions and maintain compliance, ultimately fostering security confidence and resilience against potential breaches.
Luma Health
Series C in 2021
Luma Health Inc. is a San Francisco-based company that specializes in developing a patient engagement platform aimed at enhancing the connection between healthcare providers and patients. Founded in 2015, the platform facilitates smart scheduling and referral management while offering features such as appointment reminders, mobile patient intake, and care pathways. It enables healthcare systems and clinics to keep their schedules full and supports patient adherence to care plans. Additionally, Luma Health provides tools for patient communication and analytics, ensuring that healthcare providers can deliver continuous care and improve treatment outcomes. The company emphasizes a modern, mobile-first approach to patient engagement.
Plate IQ
Series B in 2021
Plate IQ is accounts payable automation software designed for restaurants. It saves time, increases data accuracy, and provides insight into spend by extracting line item data from invoices and automatically coding purchases to GL accounts. Plate IQ integrates with top accounting and inventory software, virtually eliminating data entry from the AP process.
Vagaro
Private Equity Round in 2021
Vagaro, Inc. is a cloud-based business management platform tailored for the salon, spa, and fitness industries. Founded in 2009 and headquartered in Dublin, California, the platform enables users to discover local salons and spas, book appointments online, and access information about promotions, hairstyles, and stylists. For salon owners, Vagaro offers comprehensive software solutions for managing bookkeeping, payroll, inventory, and client databases. Additionally, the platform provides tools for online bookings, mass email marketing, and customizable web pages to promote individual salons and their services. By centralizing various business operations, Vagaro enhances productivity and streamlines management for its users.
A-LIGN
Private Equity Round in 2021
A-LIGN is a global cybersecurity and compliance solutions provider based out of Tampa, Florida that specializes in helping businesses across a variety of industries navigate the complexities of their specific audit and security assessment needs to prevent cyber threats and reduce risk, turning their security into a competitive edge. Founded by former “Big 4” executives and security specialists, A-LIGN is dedicated to making the security and compliance process as seamless and efficient by offering a one-stop-shop. Their leadership team’s experience undergoing audits in industry provides us with their clients’ perspective of the audit and drives us to deliver a high degree of communication and responsiveness to them before, during and after the audit.
OpenSesame
Series D in 2021
OpenSesame Inc. is an e-learning company that operates an online marketplace for training courses aimed at businesses and their employees. Founded in 2011 and headquartered in Portland, Oregon, with an additional office in London, the company offers a comprehensive catalog of courses from leading publishers across various industries, including technology, retail, finance, healthcare, manufacturing, and government. OpenSesame's platform allows users to preview courses, read reviews, and conduct research on course providers, facilitating the curation of training programs. The company also focuses on enhancing learning and development initiatives by improving course utilization and employee engagement through its services. OpenSesame has established a strategic partnership with Aasonn, LLC, further expanding its capabilities in the e-learning space.
LoanPro
Series A in 2021
LoanPro operates a modern lending platform that focuses on loan management, servicing, and collections for various types of lenders, including alternative, fintech, and traditional institutions. The platform is designed to enhance the entire lending journey, offering features such as loan servicing, cash drawer tracking, consumer credit reporting, and default service tracking. Its cloud-native architecture allows for scalability and flexibility, enabling lenders to manage a wide range of loan types and credit products efficiently. By providing tools that ensure increased transparency and real-time database access, LoanPro empowers lenders to innovate quickly, meet customer demands, and drive profitable growth while optimizing operational efficiency.
Embroker
Series C in 2021
Embroker is the easiest way to intelligently ensure any business. By pairing technology and broker expertise, Embroker helps growing businesses save time and find the best value on the right coverage. As the leading digital insurance brokerage, Embroker is working to massively improve the $800 billion property and casualty (P&C) insurance market. Headquartered in San Francisco, we have offices in Chicago and Boston and customers in all 50 states.
ManyPets
Series D in 2021
ManyPets is a pet insurance provider that specializes in offering a range of insurance products and wellness services for pets. The company provides policies for dogs and cats, including options for multi-pet and lifetime insurance. ManyPets aims to enhance the quality of life for pets and their owners by delivering comprehensive health benefits tailored to individual needs. Their services are characterized by an easy-to-access, subscription-driven model that emphasizes a personalized experience. Through the integration of technology and a focus on human connection, ManyPets strives to make pet health insurance and preventive care straightforward and effective for pet owners.
Vortx
Series B in 2021
Vórtx is a tech-enabled corporate and trust service provider for fund managers and corporate issuers.
Paddle
Series C in 2020
Paddle is a platform designed to simplify the sale of apps, games, and other digital products by allowing creators to concentrate on product development while Paddle manages essential tasks such as payments, analytics, customer support, and VAT compliance. The platform provides software development kits that enable developers to implement trial versions, licensing mechanisms, in-app purchases, and performance tracking through its in-app analytics technology, all accessible via a single dashboard. Paddle serves as a Merchant of Record for its clients, streamlining their payments infrastructure and alleviating the complexities associated with payment processing. With over 230 employees, Paddle supports more than 3,000 software sellers across 245 territories worldwide and aims to shape the future of B2B SaaS through its innovative approach and backing from various investors.
Lean Staffing Solutions
Private Equity Round in 2020
Lean Staffing Solutions is an employment agency providing staffing services for various companies. The agency main market is the Logistics and Transportation Industry. They deliver U.S. based companies the infrastructure, support, and staff near shore by opening a satellite workplace within their facilities. The service allows its customers to have total control over their employees overseas with Top of the line technology. Lean Staffing Solutions provides educated, motivated, and reliable bi-lingual employees that are fully trained and prepared in Domestic Transportation and Administrative Functions. The company's mission is to be A specialized source of human resources fo our clients in the U.S., providing them with bilingual and qualified personnel for the development and implementation of their projects and operations from the cities of Barranquilla, Bogota, and Cartagena. Lean Staffing Solutions was founded in 2008 and is headquartered in Coral Springs, FL, USA.
6 Degrees Health
Private Equity Round in 2020
6 Degrees Health is built to bring equity and fairness back into the healthcare reimbursement equation. Industry-leading MediVI technology supports our cost containment solutions with objective, transparent, and defensible data. 6 Degrees Health’s solutions include everything from provider market analyses, reasonable value claim reports, ad hoc claim negotiations, evergreening provider contracts, and referenced-based pricing. Our veteran cost containment team partners with health plans and their channel partners to deliver unparalleled cost containment results.
Agiloft
Private Equity Round in 2020
Agiloft, Inc. is a software company that specializes in agile business process solutions, particularly in contract lifecycle management (CLM). Founded in 1990 and headquartered in Redwood City, California, Agiloft offers a range of products including a service desk suite, contract repository and creation tools, as well as workflow and project management solutions. Its Data-first Agreement Platform (DAP) facilitates quick and collaborative agreement processes, enhancing contract visibility and enabling organizations to achieve competitive advantages. The company serves diverse sectors such as agriculture, healthcare, financial services, and government, with a global presence supported by sales teams across North America, South America, Europe, Asia, Africa, and Australia. Agiloft also collaborates with strategic partners to deliver comprehensive services, including implementation, training, and support. With a high implementation success rate, Agiloft is recognized for its ability to unlock the value of contract data and improve business outcomes for its clients.
Derivative Path
Venture Round in 2020
Derivative Path provides a technology-led solution to assist financial institutions, commercial end-users, and buy-side clients in executing and managing their over-the-counter interest rate and FX derivative transactions. Its technology platform, DerivativeEDGE, has been designed to be a complete end-to-end solution for interest rate and FX derivative trading, servicing, and hedge accounting. With DerivativeEDGE, users have front-, mid-, and back-office functionality in one platform, eliminating the inefficiencies of working with disparate systems to manage various aspects of the business. The system also includes a fully automated hedge accounting platform that is fully compliant with the new hedge accounting rules of ASU 2017-12. The platform comes complete with real-time market data and automated swap data reporting, and cleared trade affirmation. The system is designed within a framework that also aids users in meeting their Dodd-Frank requirements related to the execution of transactions with commercial clients and dealer counterparties, as well as ongoing data and document retention requirements. The company was founded in 2013 and is headquartered in Walnut Creek, California.
ManyPets
Series C in 2020
ManyPets is a pet insurance provider that specializes in offering a range of insurance products and wellness services for pets. The company provides policies for dogs and cats, including options for multi-pet and lifetime insurance. ManyPets aims to enhance the quality of life for pets and their owners by delivering comprehensive health benefits tailored to individual needs. Their services are characterized by an easy-to-access, subscription-driven model that emphasizes a personalized experience. Through the integration of technology and a focus on human connection, ManyPets strives to make pet health insurance and preventive care straightforward and effective for pet owners.
Docupace
Private Equity Round in 2020
Docupace is a solutions provider that focuses on digitizing and automating operations within the financial advice and investment industry. Its cloud-based platform serves wealth management firms by offering a comprehensive suite of services, including client onboarding, document management, surveillance, compliance, and advisor transition. By utilizing the Docupace Platform, financial services firms can securely store documents in a cloud-based vault, which is always prepared for audits. The platform aims to reduce back-office expenses, enhance efficiency, and improve the overall experience for both advisors and their clients, ultimately increasing productivity and profitability.
Viking Cloud
Funding Round in 2020
Viking Cloud is a provider of cybersecurity and compliance services, primarily focused on the restaurant, food services, and retail industries. The company employs customer-centric technology to help organizations of various sizes manage cyber risks and achieve compliance, particularly in relation to payment card industry standards. Through its innovative platform, Viking Cloud offers real-time insights into clients' cyber risk landscapes and compliance status, enabling proactive management of evolving threats. Additionally, Viking Cloud collaborates with its customers to ensure they can effectively address these challenges, fostering a secure environment for their operations. With a commitment to enhancing security and compliance, Viking Cloud positions itself as a vital partner in the ongoing battle against cyber threats.
Centaur Fund Services
Private Equity Round in 2020
Centaur Fund Services Limited is an independent fund administration firm established in 2009 and headquartered in Dublin, Ireland, with additional offices in London, New York, and Maynooth. The company provides a comprehensive range of services to clients in Europe, the United States, Asia, and globally, primarily catering to hedge funds, private equity, real estate, family offices, and insurance-linked securities. Its offerings include net asset value calculations, external valuations, corporate action processing, and middle office support. Centaur also assists with regulatory compliance, anti-money laundering, and investor-related services such as documentation processing and communications. Moreover, the firm provides corporate secretarial services and independent depositary services for non-EU domiciled alternative investment funds, along with cash flow monitoring and oversight. Centaur’s senior management team boasts extensive experience in the industry, ensuring high-quality service delivery through qualified professionals and advanced technology.
Centaur Fund Services
Private Equity Round in 2020
Centaur Fund Services Limited is an independent fund administration firm established in 2009 and headquartered in Dublin, Ireland, with additional offices in London, New York, and Maynooth. The company provides a comprehensive range of services to clients in Europe, the United States, Asia, and globally, primarily catering to hedge funds, private equity, real estate, family offices, and insurance-linked securities. Its offerings include net asset value calculations, external valuations, corporate action processing, and middle office support. Centaur also assists with regulatory compliance, anti-money laundering, and investor-related services such as documentation processing and communications. Moreover, the firm provides corporate secretarial services and independent depositary services for non-EU domiciled alternative investment funds, along with cash flow monitoring and oversight. Centaur’s senior management team boasts extensive experience in the industry, ensuring high-quality service delivery through qualified professionals and advanced technology.
Liberis
Venture Round in 2020
Liberis Limited, based in London, United Kingdom, specializes in providing cash advances and loans tailored for small and medium enterprises. Founded in 2005 and formerly known as Merchant Cash Express Limited until its name change in 2013, Liberis operates as a subsidiary of Rapid Financial Services, LLC. The company focuses on delivering financial solutions directly to businesses while also offering a finance platform for partners to assist their customers. By utilizing a technology-driven approach, Liberis provides alternative financing options that support the growth of small businesses through embedded revenue-based financing services.
Security Compass
Private Equity Round in 2020
Security Compass Ltd, founded in 2005 and headquartered in Toronto, Canada, is an information security firm that specializes in web security software and professional services. The company is recognized for its expertise in helping organizations implement effective software risk management practices while maintaining agility in their operations. Security Compass provides a comprehensive application security blueprint tailored to various industries, facilitating the secure development of applications. Its flagship platform, SD Elements, translates security policies into actionable tasks for technical teams, ensuring that security is integrated into the software development lifecycle. By partnering with security-conscious companies, Security Compass aims to enhance their capabilities in developing secure software and managing associated risks.
CloudFactory
Venture Round in 2019
CloudFactory Limited is a cloud-based workforce solution provider, founded in 2010 and headquartered in Durham, North Carolina, with a significant presence in Reading, United Kingdom. The company specializes in machine learning, document transcription, and data enrichment services, marketed under the WorkStream brand. By offering an on-demand digital workforce, CloudFactory enables businesses to scale their operations and focus on innovation by providing services such as data validation, image and video tagging, sentiment analysis, and data categorization. As a social enterprise, CloudFactory aims to connect one million talented individuals to online work, fostering an environment where these workers can earn, learn, and grow into effective leaders.
EBANX
Venture Round in 2019
EBANX is an international financial services company headquartered in Paraná, Brazil, founded in February 2012. It specializes in providing an integrated payment processing platform that facilitates cross-border e-commerce transactions, enabling global merchants to effortlessly sell products and services in Latin America. The company offers a comprehensive range of solutions that streamline the payment process, including access to multiple local payment options and dedicated customer support. EBANX’s services are designed to enhance the local payments experience for customers, allowing international businesses to grow in the Latin American market without the necessity of establishing a local entity. The company has received several accolades for its contributions to the industry, including the EY Entrepreneur of the Year Award and the Best International CNP Program Award.
Centercode
Venture Round in 2019
Centercode, Inc. specializes in customer validation solutions for hardware and software companies, focusing on beta test management. Founded in 2001 and based in Laguna Hills, California, the company provides a comprehensive platform for managing Alpha, Beta, and Delta testing programs. Centercode offers a range of services, including the recruitment of testers, execution of testing phases, analysis of results, and distribution of insights to relevant stakeholders. Its flagship product, Centercode Connect, facilitates the management of beta tests and user acceptance testing (UAT) programs, ensuring organizations can effectively gather feedback and enhance product quality. By leveraging Centercode's expertise and resources, businesses can launch products with greater confidence and improve their overall development processes.
OpenSesame
Series C in 2019
OpenSesame Inc. is an e-learning company that operates an online marketplace for training courses aimed at businesses and their employees. Founded in 2011 and headquartered in Portland, Oregon, with an additional office in London, the company offers a comprehensive catalog of courses from leading publishers across various industries, including technology, retail, finance, healthcare, manufacturing, and government. OpenSesame's platform allows users to preview courses, read reviews, and conduct research on course providers, facilitating the curation of training programs. The company also focuses on enhancing learning and development initiatives by improving course utilization and employee engagement through its services. OpenSesame has established a strategic partnership with Aasonn, LLC, further expanding its capabilities in the e-learning space.
Tango Card
Private Equity Round in 2019
Tango Card provides leading incentive-delivery technology to organizations in the B2B space. Globally, enterprise companies use this technology to deliver an extensive catalog of domestic and global e-gift cards as part of consumer loyalty programs, sales incentive programs, health and wellness engagement, and employee recognition. Tango Card believes instantly delivering the most desirable rewards maximizes impact and drives real business results. This belief is woven into Tango Card’s industry-leading products: RaaS API, which integrates digital rewards into web platforms and applications, and Rewards Genius™, a self-serve portal for administering rewards.
Egress
Series C in 2018
Egress is a software company focused on enhancing human layer security to mitigate both accidental and intentional data breaches. It aims to address the insider threat, which is a significant risk for businesses. Egress has developed a unique Human Layer Security platform that safeguards unstructured data while allowing employees to maintain high productivity levels. The platform offers a range of security features, including email protection, auditing, and compliance measures. It also helps prevent misdirected emails and facilitates secure online collaboration and data classification. By providing these solutions, Egress enables organizations to meet compliance requirements effectively while enhancing overall business efficiency.
Rapid Ratings International
Private Equity Round in 2018
RapidRatings® is transforming the way the world’s leading companies manage enterprise and financial risk. RapidRatings provides the most sophisticated analysis of the financial health of public and private companies in the world. The company’s analytics system provides predictive insights into third-party partners, suppliers, vendors, customers and securities issuers. Business relationships informed by the RapidRatings Financial Health System™ are more productive, transparent and rewarding.
Strata Fund Solutions
Private Equity Round in 2018
Strata Fund Solutions is an accounting firm specializing in hedge fund and private equity fund management services.
Cloudify
Venture Round in 2018
Cloudify specializes in providing an orchestration platform that automates the deployment, configuration, and management of network and application services across various environments, from core locations to edge devices. Its open-source, intent-based platform simplifies end-to-end network automation, allowing users to connect and manage distributed containers and network elements seamlessly. By leveraging TOSCA-based technology, Cloudify enhances flexibility, mitigates vendor lock-in, and reduces operational costs and time. The platform is designed to improve the velocity and reliability of software deployment and lifecycle management, enabling businesses to effectively manage diverse cloud environments. Headquartered in Herzliya, Israel, with additional offices in the United States and Europe, Cloudify is dedicated to transforming how enterprises and service providers operate their network services.
A-LIGN
Private Equity Round in 2018
A-LIGN is a global cybersecurity and compliance solutions provider based out of Tampa, Florida that specializes in helping businesses across a variety of industries navigate the complexities of their specific audit and security assessment needs to prevent cyber threats and reduce risk, turning their security into a competitive edge. Founded by former “Big 4” executives and security specialists, A-LIGN is dedicated to making the security and compliance process as seamless and efficient by offering a one-stop-shop. Their leadership team’s experience undergoing audits in industry provides us with their clients’ perspective of the audit and drives us to deliver a high degree of communication and responsiveness to them before, during and after the audit.
Sunlight Financial
Venture Round in 2018
Sunlight Financial LLC is a technology-enabled finance company that specializes in providing point-of-sale financing solutions for homeowners and contractors across the United States. Established in 2014 and headquartered in New York, the company partners with contractors in the solar and home improvement sectors to facilitate financing for projects such as solar system installations, roofing, HVAC, energy efficiency upgrades, and interior remodeling. Sunlight's advanced technology and expertise in credit management streamline the financing process, ensuring a quick and efficient experience for both contractors and homeowners. The company generates revenue through platform fees for each loan it facilitates and fees associated with loan portfolio management and servicing.
Tango Card
Private Equity Round in 2018
Tango Card provides leading incentive-delivery technology to organizations in the B2B space. Globally, enterprise companies use this technology to deliver an extensive catalog of domestic and global e-gift cards as part of consumer loyalty programs, sales incentive programs, health and wellness engagement, and employee recognition. Tango Card believes instantly delivering the most desirable rewards maximizes impact and drives real business results. This belief is woven into Tango Card’s industry-leading products: RaaS API, which integrates digital rewards into web platforms and applications, and Rewards Genius™, a self-serve portal for administering rewards.
SiteHands
Series A in 2018
Sitehands is a provider of information technology field services through a unique two-sided platform which provides orchestration and simplification with end-to-end accountability and continuous optimization. The company's on-demand technology platform can easily scale to offer all types of the hands-on information technology field, work at virtually any location, seamlessly connecting customers and technicians via simplified interactions, enabling the enterprises an enhanced delivery model that standardizes processes and reduces costs, unlike traditional services that are inefficient and reliant on long-term onerous contracts and fees.
EBANX
Venture Round in 2018
EBANX is an international financial services company headquartered in Paraná, Brazil, founded in February 2012. It specializes in providing an integrated payment processing platform that facilitates cross-border e-commerce transactions, enabling global merchants to effortlessly sell products and services in Latin America. The company offers a comprehensive range of solutions that streamline the payment process, including access to multiple local payment options and dedicated customer support. EBANX’s services are designed to enhance the local payments experience for customers, allowing international businesses to grow in the Latin American market without the necessity of establishing a local entity. The company has received several accolades for its contributions to the industry, including the EY Entrepreneur of the Year Award and the Best International CNP Program Award.
MarketsandMarkets Research Pvt. Ltd.
Venture Round in 2017
MarketsandMarkets Research Pvt. Ltd. is a global market research and consulting firm based in Pune, India, founded in 2010. The company specializes in comprehensive research across various sectors, including pharmaceuticals, energy, biotechnology, food and beverage, chemicals, medical devices, advanced materials, semiconductors, industrial automation, telecommunications, consumer goods, automotive, and banking. MarketsandMarkets produces detailed reports that are strategically analyzed, often exceeding 250 pages, with a focus on market segmentation, competitive landscapes, and technological trends. Their research includes multi-client reports, country-specific analyses, company profiles, and custom research services. The firm utilizes a variety of analytical techniques, such as epidemiology analysis and competitive landscape assessments, and draws on information from over 22,000 sources and a vast database of industry participants. With a commitment to accuracy and depth, MarketsandMarkets aims to provide valuable insights that support business leaders in making informed decisions.
ID.me
Series B in 2017
ID.me, Inc. is an identity verification company that provides solutions for identity proofing, authentication, and group affiliation verification across various sectors, including government, healthcare, and commercial industries. Its platform allows users to securely prove and share their legal identities online, simplifying access to benefits and services through a single verified account. Key offerings include Identity Gateway, which integrates multiple identity providers, and Multi-Factor Authentication to enhance security. The company also features Document Verification using AI for authenticity checks, Compliance Monitor for regulatory adherence, and Group Verification for validating affiliations, enabling organizations to offer exclusive discounts to specific demographics such as military personnel and students. Founded in 2010 and based in McLean, Virginia, ID.me was originally known as TroopSwap, Inc. before rebranding in 2013.
Enfusion
Private Equity Round in 2017
Enfusion is a cloud-based provider of portfolio management and risk systems, offering middle and back-office services tailored for the investment management industry. The company focuses on transforming how investment managers operate by eliminating technology and information barriers, thereby enabling real-time decision-making and execution. Enfusion's solutions streamline investment and operational workflows by integrating essential systems and consolidating data into a single source of truth. This approach not only enhances efficiency but also supports investment managers in making informed decisions. The company generates the majority of its revenue from the Americas, followed by the Asia Pacific region and Europe, the Middle East, and Africa. Enfusion positions itself as an extension of its clients' operational teams, providing exceptional service and best-in-class software rather than merely acting as another software vendor.
Health Credit Services
Private Equity Round in 2017
At the core of HCS is their belief that more individuals should have access to quality-of-life procedures – it’s what motivated the HCS founders to transition from jobs in banking to careers in healthcare financing. It’s also why we specialize in only healthcare financing and are committed to devising new ways for patients to receive care. Simply put, they are driven to invent smart, simple solutions that not only make healthcare financing more affordable, but also deliver a seamless customer experience. They recognize and empathize with the barriers to care that impact providers and patients daily. It is this fact that impassions us to embrace the bold ideas of many, both internally and externally, to deliver creative financing solutions. Ownership of the end-to-end lending process gives us the freedom to implement immediate change. They are invested in the future of the industry and therefore, feel it is imperative to adapt to the needs of their customers – doctors, office managers, schedulers and patients alike. Their team is accessible, knowledgeable and prepared to listen. From practices delivering more care to patients successfully managing their health, they take pride in empowering and equipping their customers to take charge of both their physical and financial well-being.
Neon One
Private Equity Round in 2017
Neon One, LLC, established in 2004 and based in Chicago, Illinois, focuses on providing comprehensive software solutions to nonprofit organizations. The company aims to empower mission-driven entities by addressing their end-to-end technology needs, thereby facilitating fundraising, community building, and program operations. Having served over 40,000 nonprofits, Neon One has developed a robust understanding of the sector's challenges, translating this expertise into a suite of products tailored to enhance operational efficiency and revenue generation. Their offerings include tools for donor management, financial reconciliation, and marketing, all designed to support the sustainable growth of nonprofits. By connecting organizations with essential resources, Neon One helps foster a culture of generosity within the nonprofit landscape.
Nitrogen
Series A in 2016
Nitrogen operates a risk alignment platform that transforms the advisory industry by allowing investment advisors to capture a quantitative measurement of client risk tolerance. The platform uses its data to attract new clients, capture and meet their expectations, and quantify suitability. Launched in 2011, Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, RIA networks, custodians, clearing firms, and asset managers to better align investments with the tolerances and expectations of individual investors. Riskalyze rebranded as Nitrogen in 2023.
ReliaQuest
Private Equity Round in 2016
ReliaQuest is a cybersecurity company founded in 2007 and headquartered in Tampa, Florida. It offers a cloud-native security platform called GreyMatter, which provides comprehensive visibility across Security Information and Event Management (SIEM), Endpoint Detection and Response (EDR), and multi-cloud environments. This platform is designed to automate and streamline the security lifecycle, enabling organizations to enhance their security posture while minimizing data loss and business disruptions. By facilitating real-time data analysis and contextual interpretation, ReliaQuest helps clients make informed security decisions and maintain compliance, ultimately fostering security confidence and resilience against potential breaches.
Edgewater Markets
Private Equity Round in 2016
Edgewater Markets LLC specializes in providing electronic foreign exchange liquidity and distribution solutions to a diverse array of global institutional clients, including banks, hedge funds, and corporations. Founded in 2009 and based in New York, the firm focuses on delivering tailored FX and precious metals liquidity while developing advanced electronic aggregation tools and price engines. Its technology platform is designed for seamless integration with clients' front and back-office systems, ensuring efficient and cost-effective foreign exchange execution. Edgewater's extensive global presence facilitates comprehensive access to FX markets, reinforcing its position as a leader in the industry.
StoneEagle
Private Equity Round in 2016
StoneEagle Services, based in Richardson, Texas, has been operating since 1987 and initially focused on providing enterprise-wide insurance software. Over the years, the company expanded its offerings to include web-enabled applications, adapting to the growing use of the Internet. It specializes in finance and insurance product administration software tailored for the retail automotive industry. StoneEagle's data integration platform allows clients to access metrics reporting, menu sales tools, and product administration services, facilitating the visualization of essential performance and production metrics. This enables clients to enhance compliance, improve efficiency, reduce operational costs, and ultimately drive profitability. Notably, the company's "VPay" product, developed approximately a decade ago, is a key component of its service portfolio.
Vpay
Private Equity Round in 2016
VPay is the total B2B payment solution. By reducing checks with fast and secure electronic payment, VPay simplifies the reconciliation process while also eliminating processing and management costs. And VPay’s pioneering virtual card technology helps companies realize unexpected and unprecedented revenue return. Led by a team with over 50 years experience in financial services, VPay uses patented technology to facilitate billions of dollars in payments for clients in a variety of insurance and corporate payment verticals to thousands of unique service providers, including over 650,000 healthcare Providers and 100,000 auto repair facilities.
True Potential
Private Equity Round in 2016
True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring: – Goal-based technology enabling custom investment plan creation; – front to back end capabilities (including client onboarding, fee and commission reconciliation, client servicing support and a client portal)
Perfecto Mobile
Series E in 2015
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications. The company provides a range of solutions including Continuous Quality Lab for mobile application and responsive website testing, as well as DevTunnel for debugging applications. Perfecto Mobile's offerings encompass remote browser and mobile device testing, ensuring manual testing on real devices and cross-browser compatibility. The company also delivers enterprise-grade security solutions focused on data protection and compliance. In addition to its testing platform, Perfecto Mobile offers professional services such as automated test case creation, custom automation solutions, and training services. Its diverse client base includes Fortune 500 companies across sectors like banking, insurance, retail, telecommunications, and media. Established in 2006 and headquartered in Minneapolis, Minnesota, Perfecto Mobile also maintains offices in Israel, the United Kingdom, and Germany, along with data centers in multiple locations throughout North America and the UK.
InvestCloud
Series B in 2015
InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.
Welcome
Series D in 2015
Welcome, a brand under NewsCred, is a leading marketing orchestration platform designed to enhance the efficiency and effectiveness of marketing teams. It enables ambitious brands to align their efforts seamlessly, simplify execution, and achieve measurable outcomes. Welcome addresses the complexities of modern marketing by providing a scalable solution that accommodates large teams and integrates with various marketing technology tools. The platform empowers marketers to collaborate effectively, plan and manage campaigns, and elevate overall performance, making it a preferred choice for many of the world's top brands.
CashStar
Series D in 2015
CashStar, Inc. operates a cloud-based digital gifting platform that offers comprehensive solutions for gift card commerce. The company provides various services, including CashStar Consumer, which allows users to personalize gift cards, and CashStar Marketing, which facilitates the management of promotions across multiple channels. Additionally, CashStar Business serves as a business-to-business gift card solution, while CashStar Assist enhances customer service for merchants. The platform also features CashStar Manager for prepaid commerce administration and CashStar Product eGifting, enabling online shoppers to send physical gifts via email directly from retailers' e-commerce sites. CashStar's offerings include application services, transaction processing, risk management, and marketing programs, catering to a diverse range of sectors such as retail, dining, and travel. Founded in 2002 and headquartered in Portland, Maine, CashStar operates as a subsidiary of Blackhawk Network, Inc.
LiveIntent
Series D in 2015
LiveIntent is a technology platform that enhances email as a marketing tool, allowing brands to effectively connect with customers. The company specializes in people-based targeting, email monetization, and identity resolution, providing solutions that benefit both marketers and publishers. By facilitating targeted outreach and maximizing revenue opportunities, LiveIntent helps businesses engage their audiences while prioritizing user privacy.
Centro
Series B in 2015
Centro is a global provider of workflow automation, intelligence, and programmatic trading software designed for the marketing enterprise. The company focuses on enhancing marketing performance by offering a comprehensive platform that unifies various aspects of programmatic and direct media buying, workflow automation, and cross-channel campaign planning. Centro’s solutions aim to simplify digital media complexities, enabling seamless collaboration and delivering actionable insights through universal reporting and business intelligence. With its headquarters in Chicago, Centro serves clients across North America, South America, and Europe, establishing a strong presence in the marketing technology landscape. The company is recognized for its commitment to creating a positive workplace culture and supporting its employees.
WePay
Series D in 2015
WePay, Inc. is a payment provider that specializes in integrated payment solutions for software platforms in the United States and internationally. Founded in 2008 and headquartered in Redwood City, California, with an additional office in Providence, Rhode Island, the company offers a comprehensive range of services that facilitate instant merchant onboarding, payment processing, and risk management. WePay's solutions cater to online marketplaces and cloud software providers, supporting mobile payment options and providing essential tools for fraud risk management and regulatory compliance. Additionally, the company ensures customer support integration at no extra cost, enhancing the overall user experience. As a subsidiary of JPMorgan Chase & Co., WePay has established itself as a key player in the payment processing industry, recognized for its rapid growth and innovation in facilitating seamless transactions between users.
Clearent
Venture Round in 2015
Clearent is a credit card processing company that provides payment processing services to financial institutions, ISOs and agents, developers, and merchants. It offers credit card, next-day funding, terminal, mobile phone, virtual terminal, and benefit services. The company helps its customers increase their merchant portfolios and profits. Founded in 2005, Clearent is based in Clayton, Michigan, United States.
Swan Global Investments
Venture Round in 2015
At Swan Global Investments, our Defined Risk Strategy is an absolute-return, market-neutral investment strategy designed to protect investments in down markets, to generate income in down, flat and up markets, and to maximize upside participation in bull markets. Founded in 1997. Swan Global Investments is an innovative and leading investment management firm. Headquartered in Durango, Colorado, we maintain offices in Puerto Rico and Tampa, Florida.
Perfecto Mobile
Series D in 2014
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications. The company provides a range of solutions including Continuous Quality Lab for mobile application and responsive website testing, as well as DevTunnel for debugging applications. Perfecto Mobile's offerings encompass remote browser and mobile device testing, ensuring manual testing on real devices and cross-browser compatibility. The company also delivers enterprise-grade security solutions focused on data protection and compliance. In addition to its testing platform, Perfecto Mobile offers professional services such as automated test case creation, custom automation solutions, and training services. Its diverse client base includes Fortune 500 companies across sectors like banking, insurance, retail, telecommunications, and media. Established in 2006 and headquartered in Minneapolis, Minnesota, Perfecto Mobile also maintains offices in Israel, the United Kingdom, and Germany, along with data centers in multiple locations throughout North America and the UK.
WorldFirst
Private Equity Round in 2013
WorldFirst facilitates businesses and individuals to conduct customer service and money transfer activities. Catering to clientele in the hedge fund and exporting sectors, the company helps businesses open up receiving accounts to get payments in their local currency and set up forward contracts to lock in a rate to make late transfers. The company also enables online sellers to manage their payments across multiple international marketplaces and make payments to overseas suppliers. WorldFirst charges a fee for same currency transactions while every other service offered is free.
Credorax
Private Equity Round in 2013
Credorax, Inc. is a payment processing company that offers a range of services to payment service providers, independent sales organizations, and online retailers. Founded in 2007 and headquartered in Southborough, Massachusetts, with additional offices in Malta, the United Kingdom, Japan, and Israel, Credorax specializes in NextGen technology, which integrates payment processing and acquiring bank services. The company aims to enhance online businesses by providing tools for currency settlement, online security, data management, and customer support. Credorax focuses on delivering a superior customer experience through seamless integration of its services, competitive rates, high transaction approval rates, and various value-added services for its global clientele.
Cedar Capital
Venture Round in 2013
Cedar Capital Advisors offers a range of financial services, including asset management, retirement planning, risk assessment, and investment management. The firm is dedicated to serving asset managers and other financial industry participants by providing access to diverse and unique investment strategies. Cedar Capital functions as the operational and sales distribution arm for high-quality asset managers, ensuring that their offerings align with their core values. By focusing on comprehensive service and disciplined selection of represented firms, Cedar Capital delivers tactical investment strategies and portfolio solutions tailored to various client preferences and risk profiles.
MarketShare
Private Equity Round in 2013
MarketShare is an advanced analytics software company founded in 2005, specializing in helping businesses enhance growth by identifying key actions that drive results. Based in Los Angeles, California, with additional offices in major cities worldwide, MarketShare has established a strong reputation, collaborating with over half of the Fortune 100 companies. The company's flagship platform, DecisionCloud, integrates technology, data, modeling, and business intelligence solutions to facilitate improved decision-making. Additionally, MarketShare offers consulting services and marketing analytics, including Compass, a resource allocation optimizer that enables marketers to create and test various scenarios. The company's diverse clientele includes small and medium-sized businesses, media companies, and marketing agencies, demonstrating its broad applicability across different sectors.
Empyrean Benefit Solutions
Venture Round in 2013
Empyrean Benefit Solutions, Inc. is a human resources technology and services company based in Houston, Texas, specializing in integrated health and welfare benefits administration. The firm provides a comprehensive suite of services, including eligibility management, direct billing, vendor management, COBRA and HIPAA services, and various forms of reporting. Empyrean's platform is designed to streamline the administration of employee benefits, facilitating tasks such as enrollment, status changes, and compliance management through a unified interface. The company also offers several applications tailored to specific needs, including tools for online healthcare benefits management, administrator access, and compliance tracking. Founded in 2005, Empyrean aims to adapt and scale its solutions to meet the unique requirements of diverse organizations, ultimately enhancing service delivery while reducing costs.
eBaoTech
Private Equity Round in 2013
eBaoTech Corporation specializes in providing software solutions and services tailored for the global insurance industry. Founded in 2000 and headquartered in Shanghai, China, the company serves clients in over 40 countries across various regions, including Asia Pacific, Europe, the Middle East, Africa, and the Americas. eBaoTech offers a range of software suites, including the GeneralSystem Suite for non-life insurance products such as personal and commercial insurance, and the LifeSystem Suite, which covers various life insurance products. Additionally, it provides front-end systems like the GeneralSystem SalesPlatform and LifeSystem SalesPlatform to facilitate multi-distribution management for insurers. The company also offers Collaborus, a distribution platform that streamlines policy processing for insurers, agents, and brokers, along with comprehensive implementation, maintenance, and support services. Overall, eBaoTech aims to enhance the efficiency of insurance operations and adapt to the evolving needs of the market.
Perfecto Mobile
Series C in 2012
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications. The company provides a range of solutions including Continuous Quality Lab for mobile application and responsive website testing, as well as DevTunnel for debugging applications. Perfecto Mobile's offerings encompass remote browser and mobile device testing, ensuring manual testing on real devices and cross-browser compatibility. The company also delivers enterprise-grade security solutions focused on data protection and compliance. In addition to its testing platform, Perfecto Mobile offers professional services such as automated test case creation, custom automation solutions, and training services. Its diverse client base includes Fortune 500 companies across sectors like banking, insurance, retail, telecommunications, and media. Established in 2006 and headquartered in Minneapolis, Minnesota, Perfecto Mobile also maintains offices in Israel, the United Kingdom, and Germany, along with data centers in multiple locations throughout North America and the UK.
CashStar
Venture Round in 2012
CashStar, Inc. operates a cloud-based digital gifting platform that offers comprehensive solutions for gift card commerce. The company provides various services, including CashStar Consumer, which allows users to personalize gift cards, and CashStar Marketing, which facilitates the management of promotions across multiple channels. Additionally, CashStar Business serves as a business-to-business gift card solution, while CashStar Assist enhances customer service for merchants. The platform also features CashStar Manager for prepaid commerce administration and CashStar Product eGifting, enabling online shoppers to send physical gifts via email directly from retailers' e-commerce sites. CashStar's offerings include application services, transaction processing, risk management, and marketing programs, catering to a diverse range of sectors such as retail, dining, and travel. Founded in 2002 and headquartered in Portland, Maine, CashStar operates as a subsidiary of Blackhawk Network, Inc.
Shoutlet
Series C in 2012
[Shoutlet](http://www.shoutlet.com) is an independent enterprise social relationship platform that works with large companies to prove return on social through a focus on integrating social data into business, scaling social across the enterprise, and helping brands build relationships that build business. Its global presence works with large, enterprise-level brands looking to deploy social marketing software to support a wide range of brands, promotions, and social engagements. The platform enables marketers to publish, engage, and measure social marketing campaigns and activities on social media platforms such as Facebook, Twitter, LinkedIn, Foursquare, Google+, and YouTube. Features include tools for social CRM, creative design, social listening, ads, workflow management, contest design and execution, and analytics for easy integration with recognized web analytics tools from Google Analytics, IBM Digital Analytics, Omniture, and Webtrends. Shoutlet’s SaaS-based model gives customers the control and flexibility they want and need, as well as an account support team that provides industry-leading resources and counsel to execute successful social campaigns. Features of the platform include: _Social Ads_ The tool allows social marketers to manage ads calendars, schedule and link posts to multiple pages and promote posts with just a few clicks. Coupled with an integration with Kenshoo Social, brands and agencies can now also unify paid, owned, and earned media placements to improve social campaign attribution, and have access to analytics for more intelligent and accurate social campaign forecasts and measurement. _Social Listening_ Shoutlet now gives marketers the functionality to visualize, track, and understand what conversations are happening across blogs and online news websites, along with Facebook, Reddit, Twitter, and YouTube. If marketers want to dive deeper into conversations, they also can access Klout scores for influencer metrics. With Shoutlet Social Listening, brands can effectively capture metrics related to sentiment, competitor tracking, regional activity, share of voice and more. _Social Switchboard™_ The first trigger-based campaign publishing tool in the social marketing space, Social Switchboard uses pre-scheduled markers and milestones to trigger automatic changes to content across multiple social networks. _Social Canvas™_ Social Canvas is a professional-level design tool. Companies create interactive Facebook custom tabs, HTML5 pages, and web apps - no coding required. _Social Contests_ Social Contests – Shoutlet customers now can run an unlimited number of social contests and sweepstakes that allow even the most novice of social marketers to schedule, launch and publish contests anywhere on the web. Using Social Canvas marketers can customize every aspect of a contest design and publish it anywhere on the web, adding in additional sharing capabilities. Shoutlet also added robust publication options, including the ability to set parameters for multiple contest versions based platform, mobile, age, location, and language. Marketers can monitor views, votes, and entries on contests to build a more valuable data set for user Social Profiles over time, for a better understanding of consumers and the brand’s biggest advocates. _Social CRM_ Shoutlet is a comprehensive community management and moderation platform for Facebook, Twitter, LinkedIn, Foursquare, and YouTube. Integrate Shoutlet’s workflow tools and task assignments to give your customers quick, meaningful responses while efficiently managing the process internally. _Social Profiles_ Shoutlet’s Social Profiles automatically gathers social data about each social connection and build a powerful database of social contacts that uncovers characteristics about your audience and helps you become a more effective social media marketer. - See more at: http://www.shoutlet.com/features/#social_profiles _Social Enterprise_ Social Enterprise provides the infrastructure to scale and manage your social media marketing across global locations, branches, franchises, and agents. With features such as custom workflows and content libraries, Social Enterprise makes it simple to scale social successfully. _Social Analytics_ Shoutlet’s Social Analytics support and easily integrate with industry leading web analytics tools including Google Analytics, IBM Digital Analytics, Omniture, and Webtrends to measure performance. By implementing Shoutlet’s agnostic tool, brands can leverage their chosen best-of-breed web tracking application and maximize ROI by enhancing output with social content tagging, more detailed data reports, conversion tracking and more.
Utopia
Venture Round in 2012
Utopia, Inc. is a global provider of Enterprise Data Solutions, established in 2003 and headquartered in Mundelein, Illinois. The company specializes in Enterprise Data Lifecycle Management, offering a range of consulting services including data strategy, data migration, data quality, data governance, and master data management. Utopia's solutions are designed to optimize data management across various industries such as oil and gas, manufacturing, retail, telecommunications, and utilities. The company employs proprietary methodologies to deliver strategic roadmap development, systems integration, and quality governance services, helping clients achieve cost savings and maximize their operational potential. Utopia operates internationally, with offices in North America, Europe, the Middle East, Asia Pacific, and recently, Latin America.
Catalyst Repository Systems
Private Equity Round in 2012
Catalyst Repository Systems provides litigation support software and hosted document repositories. It offers Catalyst CR, a hosted search, review, and analytics platform for litigation support, regulatory compliance, and document-intensive matters. The company also provides Catalyst XE that provides a central repository for the case and matter files, as well as for managing cases, insurance claims, and financial transactions. In addition, it offers consulting services, such as developing and implementing defensible search, culling, and review strategies, as well as multi-language processing, search and analytics consulting, managed review, and image and native production services. The company was formerly known as CaseShare Systems and changed its name to Catalyst Repository Systems in 2006. Catalyst Repository Systems was founded in 1998 and is based in Denver, Colorado with an additional office in Hong Kong. The company has locations in Atlanta, Chicago, New York, Philadelphia, San Francisco, and Washington, D.C., as well as a development center in Bangalore, India.
Globant
Series C in 2012
Globant is a digitally native company that specializes in assisting organizations with their digital transformation efforts. Founded in 2003 in Argentina and now headquartered in Luxembourg, Globant focuses on creating customized software solutions that blend innovation, design, and engineering. The company primarily serves clients in the United States and Latin America, with a notable concentration in the media, entertainment, and financial services sectors. By leveraging advanced technologies, including artificial intelligence, Globant aims to bridge the gap between businesses and consumers, enabling organizations to reinvent themselves and enhance customer experiences.
CashStar
Series C in 2011
CashStar, Inc. operates a cloud-based digital gifting platform that offers comprehensive solutions for gift card commerce. The company provides various services, including CashStar Consumer, which allows users to personalize gift cards, and CashStar Marketing, which facilitates the management of promotions across multiple channels. Additionally, CashStar Business serves as a business-to-business gift card solution, while CashStar Assist enhances customer service for merchants. The platform also features CashStar Manager for prepaid commerce administration and CashStar Product eGifting, enabling online shoppers to send physical gifts via email directly from retailers' e-commerce sites. CashStar's offerings include application services, transaction processing, risk management, and marketing programs, catering to a diverse range of sectors such as retail, dining, and travel. Founded in 2002 and headquartered in Portland, Maine, CashStar operates as a subsidiary of Blackhawk Network, Inc.
Apex Group
Venture Round in 2011
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.
Perfecto Mobile
Series B in 2011
Perfecto Mobile Ltd. operates a cloud-based platform designed for testing web, mobile, and Internet of Things applications. The company provides a range of solutions including Continuous Quality Lab for mobile application and responsive website testing, as well as DevTunnel for debugging applications. Perfecto Mobile's offerings encompass remote browser and mobile device testing, ensuring manual testing on real devices and cross-browser compatibility. The company also delivers enterprise-grade security solutions focused on data protection and compliance. In addition to its testing platform, Perfecto Mobile offers professional services such as automated test case creation, custom automation solutions, and training services. Its diverse client base includes Fortune 500 companies across sectors like banking, insurance, retail, telecommunications, and media. Established in 2006 and headquartered in Minneapolis, Minnesota, Perfecto Mobile also maintains offices in Israel, the United Kingdom, and Germany, along with data centers in multiple locations throughout North America and the UK.
Centro
Series A in 2010
Centro is a global provider of workflow automation, intelligence, and programmatic trading software designed for the marketing enterprise. The company focuses on enhancing marketing performance by offering a comprehensive platform that unifies various aspects of programmatic and direct media buying, workflow automation, and cross-channel campaign planning. Centro’s solutions aim to simplify digital media complexities, enabling seamless collaboration and delivering actionable insights through universal reporting and business intelligence. With its headquarters in Chicago, Centro serves clients across North America, South America, and Europe, establishing a strong presence in the marketing technology landscape. The company is recognized for its commitment to creating a positive workplace culture and supporting its employees.
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