SponsorCX
Venture Round in 2025
SponsorCX is a leading provider of sponsorship management software, catering to the sports, entertainment, arts, and events industries. The company's platform offers a comprehensive solution that streamlines the management of sponsorship details, enabling effective communication and engagement between properties and brands. Its features include account management, contact tracking, activity organization, and agreement building, allowing users to maintain visibility over sold and available inventory assets. By facilitating efficient collaboration among partners, SponsorCX empowers organizations to optimize their sponsorship sales, fulfillment, and overall revenue generation.
Chargezoom
Series A in 2024
Chargezoom is an advanced Open Payments Platform that utilizes artificial intelligence and a proprietary payment data network to enhance payment lifecycle management for businesses and financial institutions. The platform provides a comprehensive portal that facilitates the management of complex billing and payment scenarios, integrating with accounting and customer relationship management software. By streamlining order-to-cash processes and automating accounts receivable workflows, Chargezoom helps businesses improve efficiency and reduce costs. Additionally, its data enrichment capabilities aid in fraud detection and lower processing fees, thereby enhancing the overall payment experience for all stakeholders involved.
OpenGTM
Seed Round in 2023
OpenGTM is a developer of AI-powered revenue intelligence software that enhances the efficiency of sales and revenue operations. The company's advanced machine learning technology synthesizes data from customer relationship management (CRM) systems and go-to-market (GTM) tech stacks, allowing for a clearer understanding of customer personas and more accurate revenue forecasts. By delivering opportunity intelligence, OpenGTM's software helps organizations prioritize their efforts, guiding proposal, sales, and capture teams in pursuing the most promising opportunities while avoiding less favorable ones. This focus on optimizing resource allocation decisions supports businesses in maximizing their revenue potential and improving overall operational effectiveness.
Staq
Pre Seed Round in 2022
A Smarter Way to Reactivate Your Customer. Your churned customer list isn’t just a lost cause – it’s a goldmine of untapped revenue waiting to be discovered. With Staq, we’ve got the tools to help you tap into that potential and turn churn into profit.
MarketDial
Venture Round in 2021
MarketDial is a technology company established in 2016 by former management consultants from leading firms. It specializes in providing a robust platform for in-store experimentation, enabling businesses to conduct statistically rigorous tests that inform critical decision-making across various sectors, including retail, restaurants, consumer packaged goods, healthcare, and financial services. The platform allows partners to design and analyze tests related to pricing, promotions, operations, staffing, and new product launches. MarketDial's software also facilitates offline split testing, integrating stored data to analyze trade areas and shopper demographics, which aids in executing effective A/B testing and analytics. The company collaborates with top management consulting firms and retail analytics leaders to deliver comprehensive solutions to its clients.
Clientbook
Venture Round in 2021
Clientbook, Inc., founded in 2014 and headquartered in Lehi, Utah, develops a retail sales client management platform designed to enhance relationship-based selling in the retail industry. The company's primary offering is Clientbook, a mobile app that provides retailers with comprehensive visibility into customer interactions. This solution enables high-ticket retail sales associates to manage client relationships more effectively, leading to increased store visits, improved sales conversion rates, and higher average dollar sales. The platform is utilized by various teams within retail organizations, including customer service, training, operations, store management, marketing, and finance.
Mobilize Networks Inc. is a San Francisco-based company specializing in community management software aimed at helping organizations, businesses, and community organizers effectively engage and manage their members. Founded in 2014, Mobilize offers a comprehensive platform that features tools such as a member CRM, outreach capabilities for meeting invites and communications, and a social feed to enhance member interaction and foster a sense of belonging. The platform also includes The Lounge, a dedicated space for members to connect, network, and stay informed about events and activities. Mobilize primarily serves enterprise corporations, non-profits, and associations, providing a tailored solution that promotes rich engagement and effective communication within professional networks.
'nuffsaid
Seed Round in 2020
Nuffsaid helps people focus on the work that matters. Our product centralizes your work apps—email, chat, Salesforce, Jira, and more—and uses AI to prioritize the work that will move the needle in your role. We offer a Personal package and Teams upgrade.
Clientbook
Seed Round in 2020
Clientbook, Inc., founded in 2014 and headquartered in Lehi, Utah, develops a retail sales client management platform designed to enhance relationship-based selling in the retail industry. The company's primary offering is Clientbook, a mobile app that provides retailers with comprehensive visibility into customer interactions. This solution enables high-ticket retail sales associates to manage client relationships more effectively, leading to increased store visits, improved sales conversion rates, and higher average dollar sales. The platform is utilized by various teams within retail organizations, including customer service, training, operations, store management, marketing, and finance.
'nuffsaid
Seed Round in 2020
Nuffsaid helps people focus on the work that matters. Our product centralizes your work apps—email, chat, Salesforce, Jira, and more—and uses AI to prioritize the work that will move the needle in your role. We offer a Personal package and Teams upgrade.
MarketDial
Series A in 2018
MarketDial is a technology company established in 2016 by former management consultants from leading firms. It specializes in providing a robust platform for in-store experimentation, enabling businesses to conduct statistically rigorous tests that inform critical decision-making across various sectors, including retail, restaurants, consumer packaged goods, healthcare, and financial services. The platform allows partners to design and analyze tests related to pricing, promotions, operations, staffing, and new product launches. MarketDial's software also facilitates offline split testing, integrating stored data to analyze trade areas and shopper demographics, which aids in executing effective A/B testing and analytics. The company collaborates with top management consulting firms and retail analytics leaders to deliver comprehensive solutions to its clients.
MarketDial
Venture Round in 2017
MarketDial is a technology company established in 2016 by former management consultants from leading firms. It specializes in providing a robust platform for in-store experimentation, enabling businesses to conduct statistically rigorous tests that inform critical decision-making across various sectors, including retail, restaurants, consumer packaged goods, healthcare, and financial services. The platform allows partners to design and analyze tests related to pricing, promotions, operations, staffing, and new product launches. MarketDial's software also facilitates offline split testing, integrating stored data to analyze trade areas and shopper demographics, which aids in executing effective A/B testing and analytics. The company collaborates with top management consulting firms and retail analytics leaders to deliver comprehensive solutions to its clients.
MarketDial
Seed Round in 2016
MarketDial is a technology company established in 2016 by former management consultants from leading firms. It specializes in providing a robust platform for in-store experimentation, enabling businesses to conduct statistically rigorous tests that inform critical decision-making across various sectors, including retail, restaurants, consumer packaged goods, healthcare, and financial services. The platform allows partners to design and analyze tests related to pricing, promotions, operations, staffing, and new product launches. MarketDial's software also facilitates offline split testing, integrating stored data to analyze trade areas and shopper demographics, which aids in executing effective A/B testing and analytics. The company collaborates with top management consulting firms and retail analytics leaders to deliver comprehensive solutions to its clients.
Banyan, Inc. is a digital marketing and patient engagement company based in Orem, Utah, founded in 2013. It offers a HIPAA-compliant media consent application designed to enhance the online presence of healthcare practices through social media, patient reviews, and accurate online listings. The company's primary products include a patient engagement app that allows authorized sharing of patient photos on platforms like Facebook and Instagram, as well as a review management tool that facilitates the collection and tracking of patient feedback. Banyan also provides personalized website development to strengthen the credibility of medical practices and a listing service that ensures accurate practice information across numerous online directories. Additionally, the company offers coaching to help clients build their brands, attract talent, and improve their online visibility, thereby enhancing patient acquisition and retention. As of May 2019, Banyan operates as a subsidiary of NUVI LLC.
Banyan, Inc. is a digital marketing and patient engagement company based in Orem, Utah, founded in 2013. It offers a HIPAA-compliant media consent application designed to enhance the online presence of healthcare practices through social media, patient reviews, and accurate online listings. The company's primary products include a patient engagement app that allows authorized sharing of patient photos on platforms like Facebook and Instagram, as well as a review management tool that facilitates the collection and tracking of patient feedback. Banyan also provides personalized website development to strengthen the credibility of medical practices and a listing service that ensures accurate practice information across numerous online directories. Additionally, the company offers coaching to help clients build their brands, attract talent, and improve their online visibility, thereby enhancing patient acquisition and retention. As of May 2019, Banyan operates as a subsidiary of NUVI LLC.
Banyan, Inc. is a digital marketing and patient engagement company based in Orem, Utah, founded in 2013. It offers a HIPAA-compliant media consent application designed to enhance the online presence of healthcare practices through social media, patient reviews, and accurate online listings. The company's primary products include a patient engagement app that allows authorized sharing of patient photos on platforms like Facebook and Instagram, as well as a review management tool that facilitates the collection and tracking of patient feedback. Banyan also provides personalized website development to strengthen the credibility of medical practices and a listing service that ensures accurate practice information across numerous online directories. Additionally, the company offers coaching to help clients build their brands, attract talent, and improve their online visibility, thereby enhancing patient acquisition and retention. As of May 2019, Banyan operates as a subsidiary of NUVI LLC.
Keap is a software company that specializes in sales and marketing automation solutions tailored for small businesses. Founded in 2001 and based in Chandler, Arizona, Keap offers a comprehensive platform that includes contact management, client management, customer resource management (CRM), email marketing, task management, and e-commerce services. This platform enables users to streamline operations, enhance customer relationships, and automate various business processes, including invoicing and billing. Keap also provides training and support services to help businesses maximize the effectiveness of their software. The company, which was formerly known as Infusionsoft, Inc., rebranded to Keap in January 2019 and has additional offices in Atlanta, San Francisco, Welwyn Garden City in the United Kingdom, and Sydney in Australia.
Outro Health
Seed Round in 2014
Outro Health is a technology company that specializes in referral automation, streamlining the process of making and receiving referrals for sales and recruitment. Its platform utilizes an advanced algorithm to connect users with potential clients, employees, partners, and investors within their immediate network and the broader Outro community. The service facilitates high-quality introductions through a unique Triple Opt-in™ process, ensuring that all parties involved consent to the referral. Users create specific requests for introductions, which are matched with suitable contacts who are willing to make referrals. This approach not only enhances lead generation and recruitment but also fosters connections through trusted relationships. Outro Health offers various features, including unlimited user licenses, referral tracking, data enhancement, and integration with CRM systems, making it a versatile tool for businesses looking to leverage their networks effectively.
SalesRabbit
Seed Round in 2013
SalesRabbit is a software company established in 2011, headquartered in Provo, Utah. It specializes in cloud-based solutions for field sales teams, particularly those in industries like satellite, security, and pest control. The platform enables sales representatives to manage leads, complete digital agreements, access sales materials, and view reports on their mobile devices. SalesRabbit also offers industry-specific tools and integrates with popular CRM systems to boost productivity and efficiency.