Insight Partners

Rollstack automates report generation and updates using data from BI tools, CRMs, and data warehouses. It serves Fortune 500 companies and mid-sized businesses, streamlining leadership reporting, business reviews, financial reporting, and client presentations.

Agora is a real estate investment management platform founded in 2017 and based in Tel Aviv, Israel, with an additional office in New York. The company specializes in developing software solutions tailored for real estate investment firms and funds. Agora's offerings include a customizable investor portal, advanced customer relationship management tools, and comprehensive document management services. The platform streamlines investor reporting, e-signature capabilities, and capital raising processes, while also providing financial administration services such as K-1 preparation and international payments. By leveraging technology and real estate expertise, Agora aims to facilitate efficient financial operations and enhance investor relations for general partners, owners, and operators in the real estate sector.

NYMBUS, Inc. is a technology company based in Miami Beach, Florida, that specializes in providing Software-as-a-Service solutions for financial institutions. Established in 2006, NYMBUS offers a comprehensive platform that includes SmartLaunch, which allows banks to quickly establish a digital brand; SmartMarketing, a customer relationship management tool; and SmartCore, a digital-first core data processing solution. Additionally, the company provides SmartDigital, a core-agnostic integration platform, SmartPayments for real-time payment processing and fraud protection, and SmartServices for direct access to industry expertise. By enabling financial institutions of all sizes to innovate and launch full-service digital banks efficiently, NYMBUS aims to transform the financial services landscape while ensuring a risk-free and customer-centric digital experience.

Sweep.io creates CRM applications for scaling and customising SalesForce configurations.

WorkSpan is a leading provider of co-sell management solutions, empowering companies to accelerate revenue growth through strategic partnerships. Its secure SaaS platform facilitates collaboration on deals, referral exchange within CRMs, shared pipeline management, and real-time performance tracking. WorkSpan serves top technology and communications industry ecosystems, managing billions in joint pipeline and enhancing partner manager productivity.

VTS is a real estate CRM and leasing platform that brings together landlords, brokers, and tenants to enable commercial property deals. The company centralizes critical data and workflows to help landlords and brokers attract, convert, and retain assets and tenants, supporting leasing and asset management across portfolios. Founded in 2012 and based in New York, VTS manages more than seven billion square feet on its platform and counts global CRE leaders such as Boston Properties, Beacon Capital Partners, Equity Office, LaSalle Investment Management, Hines, JLL, and CBRE among its clients. The platform delivers modern tools and data-driven insights to improve decision-making, optimize performance, and increase revenue across office, retail, and industrial assets.

Agora is a real estate investment management platform founded in 2017 and based in Tel Aviv, Israel, with an additional office in New York. The company specializes in developing software solutions tailored for real estate investment firms and funds. Agora's offerings include a customizable investor portal, advanced customer relationship management tools, and comprehensive document management services. The platform streamlines investor reporting, e-signature capabilities, and capital raising processes, while also providing financial administration services such as K-1 preparation and international payments. By leveraging technology and real estate expertise, Agora aims to facilitate efficient financial operations and enhance investor relations for general partners, owners, and operators in the real estate sector.

Shop-Ware is a San Francisco-based company that specializes in developing and marketing shop management software for the automotive sector. Founded in 2013, the company offers a platform designed to enhance the operational efficiency and customer service capabilities of auto repair shops. By providing tools for job scheduling, inventory management, repair inspections, online booking, and customer management, Shop-Ware enables its clients to streamline their business processes effectively. The software is distinguished by its focus on transparent customer communications, fostering trust within the industry. Led by CEO Carolyn Coquillette, who has a background as an auto mechanic, Shop-Ware serves a diverse clientele across North and South America, ranging from small independent shops to larger multi-location businesses. The company's commitment to innovation and quality has positioned it as a transformative force in the automotive aftermarket.

Appsmith is a company that specializes in open-source low-code software aimed at facilitating the rapid development of custom internal applications. Founded in mid-2019, Appsmith's platform allows developers to create, deploy, and manage applications with a focus on enterprise-grade security and governance. The software simplifies the development of internal tools, streamlining operations, automating processes, and enabling seamless integration of various applications and data sources. With over 5 million downloads and a user base that includes more than 1,000 enterprises across over 100 countries, Appsmith has established itself as a significant player in the low-code application development space, empowering developers to enhance legacy applications and build efficient internal web apps.

Rattle develops a Salesforce integration technology that enables seamless interaction between systems and people within Slack or Teams. It is a revenue orchestration platform serving all customer-facing departments by allowing sales representatives to log calls, track metrics, update opportunities, and providing real-time pipeline visibility.

Census is a leading data activation platform that utilizes Reverse ETL technology to transform data warehouses into central hubs for marketing and business operations. By facilitating the synchronization of customer data with essential tools, Census enables organizations to take actionable steps without the need for custom scripts or extensive engineering resources. The platform is utilized by numerous modern companies to enhance various outcomes, including personalized marketing for millions of users, significant improvements in sales productivity, and drastic reductions in customer support response times. Census focuses on aligning sales and marketing teams by sharing audience data effectively, allowing businesses to leverage and distribute product information where it is most needed.

Knak is a platform that specializes in the creation of email and landing page templates, catering to some of the largest companies globally. It enables marketers to design and collaborate on visually appealing, responsive, and on-brand emails without the need for coding skills. The Knak platform seamlessly integrates with major marketing automation software and numerous email-sending platforms, allowing enterprises to enhance their email marketing campaigns effectively. By simplifying the design process, Knak empowers teams to focus on creativity and strategy while ensuring brand consistency across their communications.

Zone & Company specializes in NetSuite ERP/CRM implementation, administration, and customization services across various industries. They offer deep technical knowledge and diverse business backgrounds to help clients optimize their NetSuite installations. Additionally, they develop Zone Advanced Billing, an enterprise-grade platform for subscription billing, revenue recognition, and renewal automation.

NYMBUS, Inc. is a technology company based in Miami Beach, Florida, that specializes in providing Software-as-a-Service solutions for financial institutions. Established in 2006, NYMBUS offers a comprehensive platform that includes SmartLaunch, which allows banks to quickly establish a digital brand; SmartMarketing, a customer relationship management tool; and SmartCore, a digital-first core data processing solution. Additionally, the company provides SmartDigital, a core-agnostic integration platform, SmartPayments for real-time payment processing and fraud protection, and SmartServices for direct access to industry expertise. By enabling financial institutions of all sizes to innovate and launch full-service digital banks efficiently, NYMBUS aims to transform the financial services landscape while ensuring a risk-free and customer-centric digital experience.

Shop-Ware is a San Francisco-based company that specializes in developing and marketing shop management software for the automotive sector. Founded in 2013, the company offers a platform designed to enhance the operational efficiency and customer service capabilities of auto repair shops. By providing tools for job scheduling, inventory management, repair inspections, online booking, and customer management, Shop-Ware enables its clients to streamline their business processes effectively. The software is distinguished by its focus on transparent customer communications, fostering trust within the industry. Led by CEO Carolyn Coquillette, who has a background as an auto mechanic, Shop-Ware serves a diverse clientele across North and South America, ranging from small independent shops to larger multi-location businesses. The company's commitment to innovation and quality has positioned it as a transformative force in the automotive aftermarket.

Upbond Co., Ltd., established in 2019 and headquartered in Tokyo, Japan, specializes in SaaS-based customer relationship management (CRM) services. The company offers a customer-centric messaging CRM platform that integrates customer IDs, combines multiple tools, provides real-time data access, and employs AI services for customer communication. Additionally, Upbond offers digital wallet services, enabling secure user data storage and processing while maintaining user control over their private keys, ensuring data privacy and security.

NYMBUS, Inc. is a technology company based in Miami Beach, Florida, that specializes in providing Software-as-a-Service solutions for financial institutions. Established in 2006, NYMBUS offers a comprehensive platform that includes SmartLaunch, which allows banks to quickly establish a digital brand; SmartMarketing, a customer relationship management tool; and SmartCore, a digital-first core data processing solution. Additionally, the company provides SmartDigital, a core-agnostic integration platform, SmartPayments for real-time payment processing and fraud protection, and SmartServices for direct access to industry expertise. By enabling financial institutions of all sizes to innovate and launch full-service digital banks efficiently, NYMBUS aims to transform the financial services landscape while ensuring a risk-free and customer-centric digital experience.

Founded in 2011, Showpad is a leading provider of sales enablement platforms. Its solution empowers marketing and sales teams to deliver personalized buyer experiences by offering a unified platform for content discovery, training, coaching, and performance optimization. With over 1,200 customers across 50 countries, including prominent brands like GE Healthcare and Honeywell, Showpad's platform facilitates every step of the buyer journey. Headquartered in Ghent and Chicago with regional offices worldwide, Showpad employs a team of over 450 people.

Kaseya Limited is a provider of IT management software, designed primarily for IT departments, managed service providers, and small to medium-sized businesses. Founded in 2000 and based in Miami, Florida, Kaseya offers a comprehensive suite of solutions that includes tools for IT environment management, identity and access management, business management, and performance monitoring. Its flagship products, such as Kaseya VSA and Kaseya AuthAnvil, enable users to automate IT tasks, manage networks and datacenters, and streamline business processes like customer relationship management and billing. Kaseya's platform is web-based, allowing IT professionals to efficiently monitor and maintain distributed infrastructures while enhancing productivity and reducing complexity. The company's solutions cater to various industries, including finance, healthcare, manufacturing, and government, helping clients to secure and optimize their IT operations.

Athene is a technology development company that offers a range of tailor-made, strategies and consultation services to help businesses across diverse industries tackle their customer relationship management (CRM) and cloud-based challenges. Skience, the company’s Salesforce-based, data aggregation, and books and records solution, makes itself valuable to the wealth management industry by gathering and then filtering important data to optimize client reporting processes. Athene also helps organizations strategize, implement, and support cloud solutions in their businesses.

Pipedrive, established in 2010, is a global provider of sales-first Customer Relationship Management (CRM) software, primarily serving small and medium-sized businesses. Its web-based platform streamlines sales processes, offering features such as pipeline management, email integration, sales reporting, forecasting, and customization tools. With headquarters in New York, Pipedrive supports over 100,000 sales teams worldwide, helping them to qualify leads, close deals efficiently, and drive revenue growth.

EveryAction is a software company based in Washington, D.C., that provides a unified platform for digital fundraising, organizing, and advocacy tailored for nonprofit organizations. Its comprehensive CRM integrates various features, including one-click contributions from emails, tracking of pledges and grants, and mobile-optimized donation tools. The platform also supports advocacy actions and integrates with direct marketing and social networks, allowing nonprofits to enhance their engagement with supporters. Organizations such as Greenpeace, Planned Parenthood, and the National Audubon Society utilize EveryAction’s tools daily to increase fundraising effectiveness and drive impactful actions, thereby maximizing their operational efficiency and improving conversion rates.

Pipedrive, established in 2010, is a global provider of sales-first Customer Relationship Management (CRM) software, primarily serving small and medium-sized businesses. Its web-based platform streamlines sales processes, offering features such as pipeline management, email integration, sales reporting, forecasting, and customization tools. With headquarters in New York, Pipedrive supports over 100,000 sales teams worldwide, helping them to qualify leads, close deals efficiently, and drive revenue growth.

Community Brands Holdings, LLC develops software solutions tailored for associations, nonprofits, and government entities, serving more than 13,000 organizations. The company offers a range of products, including true fund accounting, association management, and fundraising/CRM software. Its Aptify platform provides a customizable membership management system, while Nimble AMS enhances membership and relationship management through integrated applications. Additionally, Nimble Sync ensures real-time data synchronization across systems. Community Brands also features YourMembership, a comprehensive member engagement platform, and delivers learning management and job board software to improve user experience and revenue. The company supports private and independent K-12 schools with its SchoolCommunity platform and provides various services such as implementation, training, and cybersecurity. Founded in 2017 and headquartered in the United States, Community Brands partners with Gravyty Technologies, Inc. and First Data to enhance its offerings.

Founded in 2011, Showpad is a leading provider of sales enablement platforms. Its solution empowers marketing and sales teams to deliver personalized buyer experiences by offering a unified platform for content discovery, training, coaching, and performance optimization. With over 1,200 customers across 50 countries, including prominent brands like GE Healthcare and Honeywell, Showpad's platform facilitates every step of the buyer journey. Headquartered in Ghent and Chicago with regional offices worldwide, Showpad employs a team of over 450 people.

Bullhorn, Inc. is a leading provider of staffing and recruiting software designed for startups, small to medium-sized businesses, and large enterprises. Founded in 1999 and headquartered in Boston, Massachusetts, the company offers a comprehensive suite of products, including applicant tracking systems, business intelligence tools, customer relationship management software, and onboarding solutions. These products facilitate the automation of the recruitment lifecycle, aiding in candidate sourcing, placement, and time and expense management, while also streamlining payment and billing processes. Bullhorn serves a diverse range of sectors, including professional staffing, healthcare, executive search, commercial, and nonprofit organizations. The company has expanded its presence internationally, with offices in the United Kingdom, the Netherlands, Germany, Australia, and various locations in the United States and beyond, reflecting its commitment to delivering innovative solutions tailored to the needs of the staffing industry.

Bullhorn, Inc. is a leading provider of staffing and recruiting software designed for startups, small to medium-sized businesses, and large enterprises. Founded in 1999 and headquartered in Boston, Massachusetts, the company offers a comprehensive suite of products, including applicant tracking systems, business intelligence tools, customer relationship management software, and onboarding solutions. These products facilitate the automation of the recruitment lifecycle, aiding in candidate sourcing, placement, and time and expense management, while also streamlining payment and billing processes. Bullhorn serves a diverse range of sectors, including professional staffing, healthcare, executive search, commercial, and nonprofit organizations. The company has expanded its presence internationally, with offices in the United Kingdom, the Netherlands, Germany, Australia, and various locations in the United States and beyond, reflecting its commitment to delivering innovative solutions tailored to the needs of the staffing industry.

Community Brands Holdings, LLC develops software solutions tailored for associations, nonprofits, and government entities, serving more than 13,000 organizations. The company offers a range of products, including true fund accounting, association management, and fundraising/CRM software. Its Aptify platform provides a customizable membership management system, while Nimble AMS enhances membership and relationship management through integrated applications. Additionally, Nimble Sync ensures real-time data synchronization across systems. Community Brands also features YourMembership, a comprehensive member engagement platform, and delivers learning management and job board software to improve user experience and revenue. The company supports private and independent K-12 schools with its SchoolCommunity platform and provides various services such as implementation, training, and cybersecurity. Founded in 2017 and headquartered in the United States, Community Brands partners with Gravyty Technologies, Inc. and First Data to enhance its offerings.

CloudCraze, established in 2009 and headquartered in Chicago, Illinois, specializes in enterprise-level B2B and B2C e-commerce solutions. It develops and delivers these solutions natively on the Salesforce cloud platform, enabling businesses to rapidly deploy mobile-ready storefronts, generate online revenues, and engage customers across commerce, content, and community. CloudCraze's platform seamlessly integrates e-commerce with customer relationship management (CRM), providing a 360-degree view of the customer and facilitating data and process sharing within a single Salesforce instance. It operates as a subsidiary of Salesforce.com, Inc., and is a Platinum Salesforce ISV Partner, serving prominent clients such as Coca-Cola, Avid, and L'Oréal.

Founded in 2011, Showpad is a leading provider of sales enablement platforms. Its solution empowers marketing and sales teams to deliver personalized buyer experiences by offering a unified platform for content discovery, training, coaching, and performance optimization. With over 1,200 customers across 50 countries, including prominent brands like GE Healthcare and Honeywell, Showpad's platform facilitates every step of the buyer journey. Headquartered in Ghent and Chicago with regional offices worldwide, Showpad employs a team of over 450 people.

VTS is a real estate CRM and leasing platform that brings together landlords, brokers, and tenants to enable commercial property deals. The company centralizes critical data and workflows to help landlords and brokers attract, convert, and retain assets and tenants, supporting leasing and asset management across portfolios. Founded in 2012 and based in New York, VTS manages more than seven billion square feet on its platform and counts global CRE leaders such as Boston Properties, Beacon Capital Partners, Equity Office, LaSalle Investment Management, Hines, JLL, and CBRE among its clients. The platform delivers modern tools and data-driven insights to improve decision-making, optimize performance, and increase revenue across office, retail, and industrial assets.

Mediaspectrum, Inc. is a technology company that specializes in providing cloud-based solutions for advertising and content management across various media channels. Founded in 2001 and headquartered in Miami Beach, Florida, with additional offices in Boston, London, Sydney, Moscow, and Lausanne, the company employs approximately 100 people worldwide. Mediaspectrum offers a comprehensive suite of tools, including Sales Pro for sales enablement, ContentWatch for multichannel publishing, and a Loyalty & Rewards platform that enhances customer engagement through points systems. Other services include Customer Relationship Management solutions, mobile applications for sales and inventory access, and a Business Intelligence Platform that delivers industry-specific insights. The company caters to diverse sectors, including financial services, healthcare, retail, and media, aiming to help clients increase advertisement revenues, streamline operations, and enhance customer experiences. Mediaspectrum operates as a subsidiary of Vensure Inc.

Kaseya Limited is a provider of IT management software, designed primarily for IT departments, managed service providers, and small to medium-sized businesses. Founded in 2000 and based in Miami, Florida, Kaseya offers a comprehensive suite of solutions that includes tools for IT environment management, identity and access management, business management, and performance monitoring. Its flagship products, such as Kaseya VSA and Kaseya AuthAnvil, enable users to automate IT tasks, manage networks and datacenters, and streamline business processes like customer relationship management and billing. Kaseya's platform is web-based, allowing IT professionals to efficiently monitor and maintain distributed infrastructures while enhancing productivity and reducing complexity. The company's solutions cater to various industries, including finance, healthcare, manufacturing, and government, helping clients to secure and optimize their IT operations.

OneCommand is a communications platform that serves a diverse range of organizations, including auto dealers, community groups, schools, churches, and municipalities. The company's technology facilitates near-instant messaging through alerts and notifications, particularly via its CommunitySafe solution. OneCommand also specializes in automotive marketing services, offering tools designed to streamline workflows, reduce marketing expenses, and enhance customer engagement. Its customer marketing and loyalty automation platform, along with additional services such as higher gear CRM and traffic accelerator, helps businesses drive sales while minimizing marketing costs. Overall, OneCommand provides effective voice, text, and email solutions that enable organizations to efficiently reach and engage their audiences.

USADATA Inc., established in 1992 and headquartered in New York, specializes in comprehensive email marketing services and marketing data solutions. The company offers a web-based platform, On Demand, for customer acquisition, sales automation, and relationship management. Their service portfolio includes strategic planning, campaign deployment, analysis, list hygiene, data enhancement, and creative optimization. USADATA provides targeted mailing lists and leads, serving diverse industries such as insurance, healthcare, real estate, and automotive. They also offer enterprise technology solutions and a marketing automation platform for large corporations to distribute direct marketing capabilities to decentralized teams. With over 33,000 clients, including insurance producers, franchise owners, and consumer-focused businesses, USADATA is renowned for its data-driven modules and APIs that facilitate efficient marketing and integrate with various CRM systems.

KWI is a cloud-based technology company that specializes in providing a comprehensive omnichannel platform for retailers. Founded in 1985, KWI offers a range of solutions, including Point of Sale, Merchandising, eCommerce, Customer Relationship Management (CRM), and Loss Prevention, all integrated within a single database. The platform features capabilities such as clienteling, mobile checkout with various payment options, and inventory management, enabling retailers to enhance shopper experiences, increase sales, and optimize their operations. KWI's commitment to ongoing innovation in Unified Commerce positions it as a leader in cloud retail solutions.

DWL, founded in 1996 and headquartered in Atlanta, Georgia, specializes in customer data integration solutions. The company offers a range of products designed to enhance enterprise-wide customer data management strategies. These include DWL Customer, which focuses on customer relationship management, and DWL Identification and DWL Unifi, systems that enable organizations across various sectors such as insurance, financial services, consumer products, and retail to manage their e-customer relationships effectively. DWL maintains additional offices in Toronto, New York, Boston, Chicago, St. Louis, London, Kuala Lumpur, and São Paulo.

USADATA Inc., established in 1992 and headquartered in New York, specializes in comprehensive email marketing services and marketing data solutions. The company offers a web-based platform, On Demand, for customer acquisition, sales automation, and relationship management. Their service portfolio includes strategic planning, campaign deployment, analysis, list hygiene, data enhancement, and creative optimization. USADATA provides targeted mailing lists and leads, serving diverse industries such as insurance, healthcare, real estate, and automotive. They also offer enterprise technology solutions and a marketing automation platform for large corporations to distribute direct marketing capabilities to decentralized teams. With over 33,000 clients, including insurance producers, franchise owners, and consumer-focused businesses, USADATA is renowned for its data-driven modules and APIs that facilitate efficient marketing and integrate with various CRM systems.

Agillion enables companies to provide customers with a level of service they've never encountered online—or anywhere else. By creating Agillion CustomerPagesSM—custom, password-protected Web sites that are accessible 24 hours a day, 7 days a week—you can: Let your customers place and check on the status of orders, alert you to problems, retrieve documents you're collaborating on together, write you a note, download a product catalog, etc. Capture customer information in real-time and securely store it in a central database that your Team can access from any web browser. Focus on your top customers by receiving reminders and important alerts about their activity.

Altitude Software Inc. is a global provider of unified customer interaction (uCI) software solutions and contact center services, headquartered in Algés, Portugal, with offices in multiple countries including Canada, Brazil, and Spain. Founded in 1993, the company offers a comprehensive suite of cloud-based products designed to enhance customer engagement across various sectors, including finance, healthcare, and retail. Its key offerings include the Altitude uCI software suite, Altitude vBox for IP switching, and Altitude Dialer, which automates the dialing process. Additional solutions such as Altitude Workflow and Altitude Multimedia improve business processes and unify customer interactions. The company also provides deployment, integration, training, and support services, enabling organizations to streamline operations and improve service quality. Altitude Software aims to enhance overall customer experiences by facilitating seamless communication across multiple channels.

Sweep.io creates CRM applications for scaling and customising SalesForce configurations.