Finout is a cloud cost management platform designed to help companies optimize and control their cloud expenditures. It offers tools for DevOps, FinOps, Site Reliability Engineering (SRE), and cloud cost observability. The platform enables users to gain insights into their spending on various aspects, including cost of goods sold (COGS) and research and development. By breaking down costs per tenant, Finout allows finance and development teams to better understand their bills and unit economics. This comprehensive approach empowers organizations to regain control over their cloud costs, facilitating more informed decision-making and cost reduction from multiple perspectives.
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.
Stampli Inc. is a company based in Mountain View, California, specializing in cloud-based invoice management software. Founded in 2014, Stampli develops an accounts payable automation platform that enhances control over invoice and bill processing. Its software utilizes artificial intelligence to learn an organization's unique operational patterns, simplifying general ledger coding, automating approval notifications, and identifying duplicate invoices. By fostering human collaboration and creating a digital dialogue for each invoice, Stampli aims to streamline the accounts payable process, significantly reducing manual data entry and invoice approval times. The company's solutions are designed to address common challenges in invoice management, ultimately improving efficiency throughout the invoice lifecycle.
Bestpass
Private Equity Round in 2023
Bestpass offers a unified payment platform specializing in nationwide toll management for commercial fleets. Its platform consolidates various transponder options, toll passes, weigh station services, and customer support to streamline payments while ensuring data accuracy and cost savings.
M3ter is a provider of a cloud-based Pricing Operations Platform designed to facilitate usage-based pricing for companies at various stages of growth. The platform captures granular usage and cost data, enabling businesses to apply complex pricing configurations and generate accurate bills in near real-time. By integrating seamlessly with existing systems, M3ter enhances data management and empowers teams across finance, sales, and customer success to make informed decisions based on real-time insights. The software offers a low-code solution for engineers to ingest and enrich usage data at scale, while the automation of billing operations reduces revenue leakage and improves customer satisfaction. M3ter also supports pricing innovation by allowing sales teams to design custom pricing and quickly deploy changes to pricing and packaging. With a focus on both technological and cultural transformation, M3ter's expert team guides businesses through the implementation process, ensuring a successful transition to usage-based pricing strategies.
Safebooks AI
Seed Round in 2023
Safebooks AI specializes in providing an AI-driven platform for businesses, focusing on automating the verification of financial data. This platform ensures 100% accuracy in financial data, helping enterprises to prevent fraud, automate repetitive tasks, and securely monitor their financial data in a swift manner.
DataSnipper
Venture Round in 2022
DataSnipper is a technology company that develops an AI-powered intelligent automation platform for auditors. Its platform specializes in automating and documenting tests of details, controls, walkthroughs, and financial statement procedures, enhancing audit efficiency and quality.
Fairmarkit
Series C in 2022
Fairmarkit is a Boston‑based company that offers a SaaS platform for tail spend management. The platform is ERP‑agnostic and automates procurement for small to medium purchases by using machine learning to analyze unstructured spend data. It provides automated request‑for‑quotation workflows, vendor recommendations, price benchmarking, trend analysis, and risk identification. By delivering these capabilities in a single, cloud‑based solution, Fairmarkit helps procurement and supply‑chain teams reduce manual effort, increase competitive bidding, and realize savings across their tail spend.
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.
Unit is a financial infrastructure platform that enables technology companies to integrate financial features into their products, including accounts, cards, payments, and lending. By streamlining the process of launching vertical banks, Unit manages compliance and banking relationships, allowing businesses to create unique banking experiences efficiently. This capability not only accelerates the development timeline for financial services but also enhances customer engagement and lifetime value by differentiating their offerings in a competitive market.
Glia Inc., founded in 2011 and headquartered in New York, specializes in enhancing online customer experiences for businesses. It offers a unified interaction management platform that combines voice, digital customer service, and AI capabilities through messaging, video, cobrowsing, and other services. Glia's ChannelLess® architecture eliminates data silos and context loss, enabling seamless transitions between channels. With over 500 financial institution partners worldwide, Glia improves customer experiences and drives business results by facilitating efficient, natural interactions. Recognized as a Deloitte Technology Fast 500™ company for five consecutive years and certified as a Great Place to Work with a 97% employee satisfaction rating, Glia has raised over $150 million in funding and achieved a valuation of over $1 billion.
Burns & Levinson
Series A in 2022
Burns & Levinson was a full-service law firm founded in 1960 and based in Boston, Massachusetts, offering comprehensive legal services to regional, national, and international clients. The firm provided expertise across corporate and finance, venture capital and private equity, labor and employment, tax, bankruptcy, lending and leasing, real estate, intellectual property, environmental matters, design and construction, government investigations, and business litigation, with additional focus on sectors such as automotive, cannabis, media, energy, clean-tech, industrials, life sciences, and sports. In November 2024, Burns & Levinson ceased practicing law.
Dash is building a unified, modern, and accessible alternative payment network for African consumers and businesses. The company was founded in 2020 and is headquartered in New York, United States.
Yubi is a comprehensive digital platform facilitating debt solutions for investors. It connects startups with investors via debenture issuance, offering tools for credit underwriting, analytics, structuring, execution workflows, and real-time notifications to aid informed investment decisions.
Genesis Global
Series C in 2022
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.
Tropic equips finance and procurement teams with tools to manage tech spending effectively. It combines unbiased market data with spend management features, helping users reduce costs, enhance efficiency, and maintain clear visibility over their expenditures.
M3ter is a provider of a cloud-based Pricing Operations Platform designed to facilitate usage-based pricing for companies at various stages of growth. The platform captures granular usage and cost data, enabling businesses to apply complex pricing configurations and generate accurate bills in near real-time. By integrating seamlessly with existing systems, M3ter enhances data management and empowers teams across finance, sales, and customer success to make informed decisions based on real-time insights. The software offers a low-code solution for engineers to ingest and enrich usage data at scale, while the automation of billing operations reduces revenue leakage and improves customer satisfaction. M3ter also supports pricing innovation by allowing sales teams to design custom pricing and quickly deploy changes to pricing and packaging. With a focus on both technological and cultural transformation, M3ter's expert team guides businesses through the implementation process, ensuring a successful transition to usage-based pricing strategies.
FTX is a cryptocurrency exchange company that develops platforms for professional trading firms, offering intuitive interfaces suitable for both experienced traders and beginners. It supports quarterly and perpetual futures for all major cryptocurrencies, leveraged tokens, and OTC derivatives.
Checkout.com
Series D in 2022
Checkout.com is a company that specializes in providing an online payments platform designed to facilitate secure digital transactions across the Internet. Established in 2012, it offers a comprehensive solution that supports payments in over 150 currencies, integrating local acquiring capabilities and advanced fraud detection through a single API. The platform enables businesses to accept all major international credit and debit cards, as well as various alternative and local payment methods. With a focus on eliminating intermediaries, Checkout.com connects retailers directly with customers' bank accounts, delivering data-rich insights that help enhance performance and improve approval rates. The company employs more than 1,700 people across 19 offices globally, ensuring local expertise and tailored risk management solutions to help businesses optimize their mobile and online purchasing while effectively managing potential risks.
Alasco is a developer of a digital financial management platform for construction projects that digitizes financial management by centralizing data, automating workflows, and connecting project participants. The platform enables construction professionals and engineers to manage finances more efficiently and transparently, supporting faster, more informed decision-making and reducing costs across projects.
Qonto is an online bank headquartered in Paris that serves small and medium-sized businesses and freelancers. It provides business bank accounts and digital banking services designed to simplify payments, accounting, and cash flow management for a range of company types. The platform offers features such as international transfers, invoicing, expense management, virtual cards, multi-account capabilities, and integrations with other business tools. With transparent pricing and a focus on efficiency, Qonto supports startups, founders, freelancers, and growing teams in managing finances.
Dash
Convertible Note in 2021
Dash is building a unified, modern, and accessible alternative payment network for African consumers and businesses. The company was founded in 2020 and is headquartered in New York, United States.
Mynt
Private Equity Round in 2021
Mynt is a FinTech startup that operates as a subsidiary of Globe Telecom. The company offers a range of financial services, including payments, remittances, loans, business solutions, and platforms. Mynt focuses on creating innovative solutions to address significant challenges in the financial sector. Additionally, it provides micro-payment and mobile loan services, aiming to enhance customer experience and satisfaction through its comprehensive offerings.
Zone & Company Software Consulting
Private Equity Round in 2021
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.
CreditCaptain
Funding Round in 2021
CreditCaptain is an innovative fintech company revolutionizing the way individuals boost their credit scores. Leveraging advanced AI technology and a user-friendly platform, CreditCaptain provides personalized credit improvement plans, real-time tracking, and actionable insights to help users achieve their financial goals. Our mission is to empower individuals with the tools and knowledge they need to enhance their creditworthiness and unlock better financial opportunities. With CreditCaptain, users can expect a seamless experience, expert guidance, and significant improvements in their credit scores, paving the way for a brighter financial future.
FloQast is a software company specializing in financial close management. It offers tools to streamline the month-end close process, improve collaboration among accounting teams, and enhance accuracy in financial reporting. FloQast's platform provides features such as task management, documentation, reconciliation, and reporting, integrating with various accounting systems like QuickBooks, NetSuite, and SAP.
Transmit Security
Series A in 2021
Transmit Security is a developer of a digital identity platform that offers advanced security services aimed at enhancing customer experiences while safeguarding against fraud. The company's solutions include passwordless authentication through face detection and identity policy orchestration, allowing organizations to streamline access for both customers and employees. Focused on customer experience and cybersecurity, Transmit Security's platform is utilized by many of the world's largest banks, insurers, and retailers, supporting clients responsible for over $2 trillion in annual commerce. This positions Transmit Security as a key player in the digital identity landscape, providing businesses with the tools necessary to innovate and grow securely.
Stampli Inc. is a company based in Mountain View, California, specializing in cloud-based invoice management software. Founded in 2014, Stampli develops an accounts payable automation platform that enhances control over invoice and bill processing. Its software utilizes artificial intelligence to learn an organization's unique operational patterns, simplifying general ledger coding, automating approval notifications, and identifying duplicate invoices. By fostering human collaboration and creating a digital dialogue for each invoice, Stampli aims to streamline the accounts payable process, significantly reducing manual data entry and invoice approval times. The company's solutions are designed to address common challenges in invoice management, ultimately improving efficiency throughout the invoice lifecycle.
Keyfactor
Private Equity Round in 2021
Keyfactor specializes in digital identity management solutions, empowering global enterprises to confirm authenticity across their connected devices and applications. Established in 2001, the company is headquartered in Independence, Ohio with international offices.
Pollinate
Series C in 2021
Pollinate is a London-based software company that provides a cloud-based platform for merchant acquiring used by banks worldwide. The platform sits atop legacy payment systems to deliver digital experiences for merchants and their customers, including onboarding, portals, data integrations, and loyalty programs, without the need for costly migrations. By improving engagement and data-driven insights, Pollinate helps banks compete with fintech disruptors and strengthen relationships with merchants and consumers. The platform has been leveraged by major UK lenders to re-enter merchant acquiring, illustrating its practical support for banks expanding their merchant relationships.
Flutterwave
Series C in 2021
Flutterwave is a global payments technology company that enables businesses worldwide to accept payments from customers globally via web and mobile. It offers services such as Flutterwave Checkout, API for virtual card management, invoicing, payment links, and more, serving industries like gaming, events, transportation, hospitality, and individuals.
Earnix
Private Equity Round in 2021
Founded in 2001, Earnix develops integrated software for pricing analytics and optimization. It empowers banks and insurance companies worldwide to predict customer behavior and optimize business performance across various product lines.
Checkout.com
Series C in 2021
Checkout.com is a company that specializes in providing an online payments platform designed to facilitate secure digital transactions across the Internet. Established in 2012, it offers a comprehensive solution that supports payments in over 150 currencies, integrating local acquiring capabilities and advanced fraud detection through a single API. The platform enables businesses to accept all major international credit and debit cards, as well as various alternative and local payment methods. With a focus on eliminating intermediaries, Checkout.com connects retailers directly with customers' bank accounts, delivering data-rich insights that help enhance performance and improve approval rates. The company employs more than 1,700 people across 19 offices globally, ensuring local expertise and tailored risk management solutions to help businesses optimize their mobile and online purchasing while effectively managing potential risks.
Quantum Metric
Series B in 2021
Founded in 2011, Quantum Metric develops a machine learning-driven analytics platform that helps enterprises understand user behavior across digital channels. It automatically identifies website performance issues, user struggles, and system errors, integrating with various third-party tools. The platform offers predictive analysis, funnel DNA analysis to identify underperforming segments, and quantifies the financial impact of digital frustration points. Quantum Metric serves Fortune 500 companies across industries such as e-commerce, finance, travel, and telecommunications.
Glia Inc., founded in 2011 and headquartered in New York, specializes in enhancing online customer experiences for businesses. It offers a unified interaction management platform that combines voice, digital customer service, and AI capabilities through messaging, video, cobrowsing, and other services. Glia's ChannelLess® architecture eliminates data silos and context loss, enabling seamless transitions between channels. With over 500 financial institution partners worldwide, Glia improves customer experiences and drives business results by facilitating efficient, natural interactions. Recognized as a Deloitte Technology Fast 500™ company for five consecutive years and certified as a Great Place to Work with a 97% employee satisfaction rating, Glia has raised over $150 million in funding and achieved a valuation of over $1 billion.
Fairmarkit
Series B in 2020
Fairmarkit is a Boston‑based company that offers a SaaS platform for tail spend management. The platform is ERP‑agnostic and automates procurement for small to medium purchases by using machine learning to analyze unstructured spend data. It provides automated request‑for‑quotation workflows, vendor recommendations, price benchmarking, trend analysis, and risk identification. By delivering these capabilities in a single, cloud‑based solution, Fairmarkit helps procurement and supply‑chain teams reduce manual effort, increase competitive bidding, and realize savings across their tail spend.
CommerceHub
Venture Round in 2020
CommerceHub is a cloud-based e-commerce technology platform that enables retailers and brands to enhance their product offerings, promote and sell products across digital channels, and efficiently deliver products to customers. The platform integrates supply, demand, and delivery processes, allowing enterprise e-commerce businesses to increase revenues while improving customer satisfaction. CommerceHub connects over 9,000 brands and suppliers with leading retailers in North America, facilitating the exchange of product, pricing, inventory, and order data. Its notable clients include major retailers such as Walmart, JC Penney, QVC, Best Buy, and Walgreens. Headquartered in Albany, NY, CommerceHub also has an office in Seattle, WA, and expanded internationally by opening its first European office in London in 2015.
CarOnSale
Series A in 2020
CarOnSale is a digital marketplace facilitating transactions between buyers and sellers of used cars. It streamlines the process by offering convenient, profitable, and personalized solutions.
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.
Checkout.com
Series B in 2020
Checkout.com is a company that specializes in providing an online payments platform designed to facilitate secure digital transactions across the Internet. Established in 2012, it offers a comprehensive solution that supports payments in over 150 currencies, integrating local acquiring capabilities and advanced fraud detection through a single API. The platform enables businesses to accept all major international credit and debit cards, as well as various alternative and local payment methods. With a focus on eliminating intermediaries, Checkout.com connects retailers directly with customers' bank accounts, delivering data-rich insights that help enhance performance and improve approval rates. The company employs more than 1,700 people across 19 offices globally, ensuring local expertise and tailored risk management solutions to help businesses optimize their mobile and online purchasing while effectively managing potential risks.
FloQast is a software company specializing in financial close management. It offers tools to streamline the month-end close process, improve collaboration among accounting teams, and enhance accuracy in financial reporting. FloQast's platform provides features such as task management, documentation, reconciliation, and reporting, integrating with various accounting systems like QuickBooks, NetSuite, and SAP.
Fairmarkit
Series A in 2019
Fairmarkit is a Boston‑based company that offers a SaaS platform for tail spend management. The platform is ERP‑agnostic and automates procurement for small to medium purchases by using machine learning to analyze unstructured spend data. It provides automated request‑for‑quotation workflows, vendor recommendations, price benchmarking, trend analysis, and risk identification. By delivering these capabilities in a single, cloud‑based solution, Fairmarkit helps procurement and supply‑chain teams reduce manual effort, increase competitive bidding, and realize savings across their tail spend.
nCino
Venture Round in 2019
nCino provides a cloud-based bank operating system for financial institutions worldwide, delivering a unified platform for customer relationship management, onboarding, account opening, loan origination, and workflow automation, as well as credit analysis, enterprise content management, and instant reporting. The system supports commercial, small business, and retail banking, along with treasury management, asset finance, and leasing, helping banks of all sizes—from community and regional banks to large institutions—digitize client onboarding, loans, deposits, and regulatory compliance. Built to improve profitability, productivity, and transparency, the platform combines business process management, loan lifecycle management, business intelligence, and document management, enhanced by data analytics and artificial intelligence. nCino also offers professional services including configuration, implementation, training, and advisory, with subscription-based revenue as a core model.
Clinc is a software company that builds conversational AI platforms enabling enterprises to create advanced virtual assistants. Its technology uses natural language processing, machine learning, and deep neural networks to interpret user input—including tone, sentiment, intent, and contextual data—and delivers responses that reflect a composite of knowledge. The platform is applied across banking, automotive, gaming, and healthcare sectors, helping firms improve customer engagement and operational efficiency. Founded in 2015 and based in Ann Arbor, Michigan, Clinc was originally known as Clarity Lab Inc.
Kaseya
Private Equity Round in 2019
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.
Checkout.com
Series A in 2019
Checkout.com is a company that specializes in providing an online payments platform designed to facilitate secure digital transactions across the Internet. Established in 2012, it offers a comprehensive solution that supports payments in over 150 currencies, integrating local acquiring capabilities and advanced fraud detection through a single API. The platform enables businesses to accept all major international credit and debit cards, as well as various alternative and local payment methods. With a focus on eliminating intermediaries, Checkout.com connects retailers directly with customers' bank accounts, delivering data-rich insights that help enhance performance and improve approval rates. The company employs more than 1,700 people across 19 offices globally, ensuring local expertise and tailored risk management solutions to help businesses optimize their mobile and online purchasing while effectively managing potential risks.
Glia Inc., founded in 2011 and headquartered in New York, specializes in enhancing online customer experiences for businesses. It offers a unified interaction management platform that combines voice, digital customer service, and AI capabilities through messaging, video, cobrowsing, and other services. Glia's ChannelLess® architecture eliminates data silos and context loss, enabling seamless transitions between channels. With over 500 financial institution partners worldwide, Glia improves customer experiences and drives business results by facilitating efficient, natural interactions. Recognized as a Deloitte Technology Fast 500™ company for five consecutive years and certified as a Great Place to Work with a 97% employee satisfaction rating, Glia has raised over $150 million in funding and achieved a valuation of over $1 billion.
Featurespace
Venture Round in 2019
Featurespace is a technology company that develops Adaptive Behavioral Analytics and automated deep behavioral networks to prevent fraud and financial crime. Its ARIC platform provides real-time risk scoring and anomaly detection to monitor customer data across transactions and channels, automatically identifying risk, blocking new fraud attacks, and distinguishing genuine activity. The ARIC Risk Hub operates in real time and is used by more than 30 major global financial institutions to protect customers and revenue, spanning multiple countries. The company serves financial institutions and other sectors, including responsible gambling and churn protection, by analyzing streams of customer data to detect anomalies and prevent loss while minimizing disruption to legitimate customers.
Keyfactor
Private Equity Round in 2019
Keyfactor specializes in digital identity management solutions, empowering global enterprises to confirm authenticity across their connected devices and applications. Established in 2001, the company is headquartered in Independence, Ohio with international offices.
Quantum Metric
Series A in 2018
Founded in 2011, Quantum Metric develops a machine learning-driven analytics platform that helps enterprises understand user behavior across digital channels. It automatically identifies website performance issues, user struggles, and system errors, integrating with various third-party tools. The platform offers predictive analysis, funnel DNA analysis to identify underperforming segments, and quantifies the financial impact of digital frustration points. Quantum Metric serves Fortune 500 companies across industries such as e-commerce, finance, travel, and telecommunications.
FloQast is a software company specializing in financial close management. It offers tools to streamline the month-end close process, improve collaboration among accounting teams, and enhance accuracy in financial reporting. FloQast's platform provides features such as task management, documentation, reconciliation, and reporting, integrating with various accounting systems like QuickBooks, NetSuite, and SAP.
Udemy is a global online learning platform offering thousands of courses across various categories such as programming, data science, leadership, and more. It caters to individual learners and enterprises through Udemy Business, providing subscription access to its extensive course library along with learning analytics and custom content hosting.
nCino provides a cloud-based bank operating system for financial institutions worldwide, delivering a unified platform for customer relationship management, onboarding, account opening, loan origination, and workflow automation, as well as credit analysis, enterprise content management, and instant reporting. The system supports commercial, small business, and retail banking, along with treasury management, asset finance, and leasing, helping banks of all sizes—from community and regional banks to large institutions—digitize client onboarding, loans, deposits, and regulatory compliance. Built to improve profitability, productivity, and transparency, the platform combines business process management, loan lifecycle management, business intelligence, and document management, enhanced by data analytics and artificial intelligence. nCino also offers professional services including configuration, implementation, training, and advisory, with subscription-based revenue as a core model.
Udemy is a global online learning platform offering thousands of courses across various categories such as programming, data science, leadership, and more. It caters to individual learners and enterprises through Udemy Business, providing subscription access to its extensive course library along with learning analytics and custom content hosting.
nCino provides a cloud-based bank operating system for financial institutions worldwide, delivering a unified platform for customer relationship management, onboarding, account opening, loan origination, and workflow automation, as well as credit analysis, enterprise content management, and instant reporting. The system supports commercial, small business, and retail banking, along with treasury management, asset finance, and leasing, helping banks of all sizes—from community and regional banks to large institutions—digitize client onboarding, loans, deposits, and regulatory compliance. Built to improve profitability, productivity, and transparency, the platform combines business process management, loan lifecycle management, business intelligence, and document management, enhanced by data analytics and artificial intelligence. nCino also offers professional services including configuration, implementation, training, and advisory, with subscription-based revenue as a core model.
Shopify Inc., headquartered in Ottawa, Canada, is a leading commerce company offering a cloud-based, multi-channel platform for small and medium-sized businesses worldwide. Its platform enables merchants to manage and grow their businesses across various sales channels, including web, mobile, social media, marketplaces, and physical retail. Shopify provides a suite of services, such as marketing tools, customer engagement, payments, and shipping, to simplify online store operations. The platform also offers a single view of business and customers, inventory management, order processing, and analytics. Shopify Plus, its enterprise-level offering, caters to high-volume merchants, providing customization options and powering global brands. As of 2021, Shopify powers over 1.7 million businesses in approximately 175 countries.
Simplifile
Venture Round in 2013
Simplifile is a cloud-based provider of loan origination and electronic-recording solutions for the mortgage industry, headquartered in Provo, Utah. The company offers a comprehensive suite of services designed to streamline the real estate transaction process, including e-recording, collaboration tools, and post-closing document management. By connecting lenders, settlement agents, and county recorders, Simplifile enhances the efficiency of document workflow, allowing users to securely share, record, and track documents, data, and fees. Their platform integrates various technologies and data, facilitating a smoother transaction experience in the complex landscape of real estate.
Kaseya
Private Equity Round in 2013
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.
Udemy is a global online learning platform offering thousands of courses across various categories such as programming, data science, leadership, and more. It caters to individual learners and enterprises through Udemy Business, providing subscription access to its extensive course library along with learning analytics and custom content hosting.
PerTrac Financial Solutions
Venture Round in 2005
PerTrac Financial Solutions, LLC provides analytic and workflow solutions for investment professionals. Its products include PerTrac Analytical Platform that is used for finding, tracking, and analyzing investments, building portfolios, and creating reports and presentations; PerTrac Reporting Studio, which produces a range of customizable reports and presentations; and PerTrac CMS, a contact and information management software. The company also offers PerTrac Portfolio Manager that gives funds of funds and multi-manager institutional investors tools to organize and understand information relevant to portfolios; PerTrac Publishing and Design, a one-stop analysis and design center for marketing documents and reports; and PerTracNet, a Web-based tool. It serves banks, brokerage firms, consultants, plan sponsors, family offices, investment managers, and funds of funds. The company has a strategic partnership with SunGard. PerTrac Financial Solutions, LLC was formerly known as Strategic Financial Solutions LLC. The company was founded in 1996 and is based in New York, New York with additional offices London, the United Kingdom; Memphis, Tennessee; Reno, Nevada; Tokyo, Japan; and Hong Kong.
Acorn Systems
Series A in 2001
Acorn Systems Inc. specializes in profitability and cost management solutions, offering its services to a diverse range of industries, including financial services, retail, consumer products, manufacturing, distribution, logistics, and services. The company focuses on providing Enterprise Profit Optimization software, which helps organizations enhance their profit margins through effective cost management strategies. Additionally, Acorn Systems delivers tailored solutions for Microsoft Dynamics AX customers, enabling them to improve their financial performance and operational efficiency.
Finaccess Capital
Seed Round in 2000
Finaccess Mexico is a provider of retail financial services that addresses the inefficiencies of the local banking system, such as high transaction fees and low interest rates on deposits. The company offers specialized financial advice and focuses on optimizing investment portfolios by balancing performance and risk over the medium term. By targeting the needs of everyday customers, Finaccess Mexico fills a gap left by foreign financial institutions that typically cater to large institutions or high-net-worth individuals. This approach allows the company to serve clients who are seeking better financial solutions than those provided by traditional banking options.