MissionOG partners with high-growth businesses that have proven models in segments where we have had success as operators and investors, including financial services and payments, data platforms, and software. To help accelerate our partner companies, we invest financial capital and leverage a broad network of industry experts. Headquartered in Philadelphia, MissionOG is led by a team that has effectively built and scaled companies through their various stages of growth to successful acquisitions.
Alternative Payments is a payment platform designed to enhance cash flow and revenue for businesses by simplifying the payment process. It offers a white-labeled B2B checkout infrastructure that incorporates embedded buy now pay later technology. The platform serves both small and medium-sized businesses as well as larger enterprises by providing a fully integrated web-based software solution. This enables companies to receive payments more quickly while offering their customers a variety of payment options, including net terms, credit cards, and wire transfers.
Billd
Venture Round in 2024
Billd is a construction finance company based in Austin, Texas, that specializes in project-based financing for contractors. By partnering with regional and national suppliers across the U.S., Billd offers short-term financing solutions that ensure immediate payment to suppliers while allowing contractors the flexibility to pay for material purchases over time. This financing model bridges the gap between the purchase of construction materials and payment from general contractors, providing terms that align with the payment cycles of subcontractors and suppliers. With an emphasis on reducing project hurdles, Billd enables contractors to access upfront funds and helps suppliers sell more materials with reduced financial risk.
Roots Automation
Series B in 2024
Roots Automation, Inc. is a company specializing in the development of digital coworkers that enhance operational efficiency within the insurance, healthcare, and financial sectors. Founded in 2018 and headquartered in New York, it leverages artificial intelligence and robotic process automation to streamline common business tasks. Its Agentic AI platform offers insurance-specific solutions that deliver rapid results, allowing clients to transition from complex workflows to more customer-focused activities. The company serves notable clients, including leading property and casualty carriers and top brokers, enabling them to improve service delivery. Additionally, Roots Automation has developed InsurGPT, a fine-tuned generative AI model tailored for the insurance industry, which enhances data extraction accuracy and reduces errors often associated with non-industry-specific models. Through its innovative technologies, Roots Automation aims to reduce operational costs and support the growth of its clients’ businesses.
VRGL
Venture Round in 2024
VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.
Yardstik
Venture Round in 2023
Yardstik is a background screening platform that streamlines the vetting process for organizations by offering a combination of screening, fraud detection, and compliance products. Designed with an API-first approach, Yardstik allows businesses to seamlessly integrate background and certification checks into their operations, enhancing security and trust within their platforms. By simplifying the background check process, Yardstik helps companies save time and resources while fostering healthier business relationships and safer communities.
d1g1t
Venture Round in 2023
d1g1t Inc. is a Toronto-based company that specializes in developing a digital wealth management platform aimed at professional advisers and their individual investors. The platform utilizes advanced analytics and risk management tools to deliver transparent portfolio management services. Key features include client management, business growth monitoring, historical performance analysis, future risk assessment, onboarding solutions, and portfolio tracking. By offering these comprehensive tools, d1g1t enhances the adviser-client relationship through personalized interaction and supports advisers in effectively managing their business growth and investment strategies.
Apkudo
Series C in 2023
Apkudo, Inc. is a technology company based in Baltimore, Maryland, founded in 2010, that specializes in solutions for managing the lifecycle of connected devices. The company provides a comprehensive platform that facilitates the efficient handling of mobile phones, tablets, laptops, and other electronics by automating processes such as certification, trade-in, recovery, resale, and device processing. Apkudo's Circular Industry Platform allows businesses to maximize the value of their devices while minimizing e-waste, offering decision-support and operational tools that ensure seamless transitions throughout a device’s lifecycle. By standardizing and optimizing the exchange of real-time data among stakeholders in the global device ecosystem, Apkudo enhances operational efficiencies and improves margins for original equipment manufacturers and mobile network operators.
Roots Automation
Series A in 2022
Roots Automation, Inc. is a company specializing in the development of digital coworkers that enhance operational efficiency within the insurance, healthcare, and financial sectors. Founded in 2018 and headquartered in New York, it leverages artificial intelligence and robotic process automation to streamline common business tasks. Its Agentic AI platform offers insurance-specific solutions that deliver rapid results, allowing clients to transition from complex workflows to more customer-focused activities. The company serves notable clients, including leading property and casualty carriers and top brokers, enabling them to improve service delivery. Additionally, Roots Automation has developed InsurGPT, a fine-tuned generative AI model tailored for the insurance industry, which enhances data extraction accuracy and reduces errors often associated with non-industry-specific models. Through its innovative technologies, Roots Automation aims to reduce operational costs and support the growth of its clients’ businesses.
VRGL
Series A in 2022
VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.
Autobooks
Series C in 2022
Autobooks, Inc. is a provider of integrated payment and accounting software designed for small businesses and delivered through financial institutions. Founded in 2015 and based in Detroit, Michigan, Autobooks offers a cloud-based platform that simplifies the management of cash flow and automates accounting processes. The platform enables small businesses to easily receive payments online, reconcile accounts, and access tools for invoicing, bill payment, and merchant services. By embedding its services within existing digital banking channels, Autobooks allows financial institutions to enhance their offerings and provide essential back-office support for their small business clients. The company, which was previously known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.
Token.io
Series C in 2022
Token.io is a payment infrastructure provider that specializes in account-to-account (A2A) payments, leveraging open banking to facilitate a seamless transition from traditional payment methods to direct bank payments. The company offers a robust platform designed to enhance payment processing for providers, enabling them to effectively implement Pay by Bank as a core payment option. With access to over 567 million bank accounts across 21 countries, Token.io ensures high connectivity and performance, catering to a significant portion of the market. Its deployment options are versatile, allowing payment providers to utilize Token.io's licenses and advanced authentication flows to streamline their operations. The platform has garnered a strong reputation, supported by partnerships with prominent financial institutions and payment processors, collectively serving millions of merchants globally.
Infinicept
Venture Round in 2022
Infinicept provides all of the technology and professional services that companies need to launch as a payment facilitator. This gives Infinicept's customers the ability to control the payments portion of their platform, allowing them to deliver an improved overall product, monetize their payments, and build deeper relationships with their customers. Infinicept's agnostic technology platform allows companies to become payment facilitators using any bank, gateway, or processor. Started by payments industry veterans and Payment Facilitator consultants Todd Ablowitz and Deana Rich, Infinicept offers infinite acceptance possibilities for a market that is estimated to top $4.4 billion by 2021.
Apkudo
Venture Round in 2022
Apkudo, Inc. is a technology company based in Baltimore, Maryland, founded in 2010, that specializes in solutions for managing the lifecycle of connected devices. The company provides a comprehensive platform that facilitates the efficient handling of mobile phones, tablets, laptops, and other electronics by automating processes such as certification, trade-in, recovery, resale, and device processing. Apkudo's Circular Industry Platform allows businesses to maximize the value of their devices while minimizing e-waste, offering decision-support and operational tools that ensure seamless transitions throughout a device’s lifecycle. By standardizing and optimizing the exchange of real-time data among stakeholders in the global device ecosystem, Apkudo enhances operational efficiencies and improves margins for original equipment manufacturers and mobile network operators.
Global Processing Services
Private Equity Round in 2022
Global Processing Services is a provider of a platform that processes payments and manages credit, debit, or prepaid card transactions. The platform enables enable the payments industry to deliver innovations through a combination of proprietary technology. It's offering, the GPS Apex is an issuer processing platform that enables integration with clients, issuers, Program Managers, card manufacturers, and other service providers. GPS Apex helps transactions to be processed securely and reliably while enabling some of the innovations in the payments sector. Craig Dewar and Tony Kerr established GPS in Douglas, Isle of Man in 2007.
iDonate
Series B in 2021
iDonate LLC is a company that specializes in online donation software designed for nonprofit organizations. Founded in 2008 and based in Plano, Texas, iDonate offers a range of solutions, including a Digital Giving Suite and Giving Management Suite, which enhance digital marketing and donor engagement. Its platform allows users to easily configure donation pages and manage fundraising campaigns, enabling both cash and non-cash donations—such as vehicles, stocks, and real estate. iDonate is recognized for its unique in-platform A/B testing tool and is trusted by numerous nonprofits, including Campus Outreach and Midwest Foodbank, to increase their digital fundraising efforts.
Behalf
Venture Round in 2021
Behalf, Inc. is a financing provider headquartered in New York, with an additional office in Tel Aviv, Israel. Founded in 2011, the company facilitates commerce between B2B merchants and their business customers by offering automated payment solutions that include instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes, allowing for access to financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances sales and improves cash flow for both merchants and their business customers. The company focuses on providing short-term financing to small businesses, enabling them to efficiently manage payments to suppliers while increasing operational effectiveness through automation.
Demyst
Funding Round in 2021
Demyst provides a cloud-based management platform that enables financial institutions to effectively integrate and centralize diverse data sources through a single interface. By facilitating the incorporation of external data into business workflows, the platform enhances decision-making processes and helps organizations maintain regulatory compliance. This approach allows financial institutions to better serve their customers and adapt to the rapidly evolving landscape of data-driven insights.
d1g1t
Venture Round in 2021
d1g1t Inc. is a Toronto-based company that specializes in developing a digital wealth management platform aimed at professional advisers and their individual investors. The platform utilizes advanced analytics and risk management tools to deliver transparent portfolio management services. Key features include client management, business growth monitoring, historical performance analysis, future risk assessment, onboarding solutions, and portfolio tracking. By offering these comprehensive tools, d1g1t enhances the adviser-client relationship through personalized interaction and supports advisers in effectively managing their business growth and investment strategies.
Autobooks
Series B in 2021
Autobooks, Inc. is a provider of integrated payment and accounting software designed for small businesses and delivered through financial institutions. Founded in 2015 and based in Detroit, Michigan, Autobooks offers a cloud-based platform that simplifies the management of cash flow and automates accounting processes. The platform enables small businesses to easily receive payments online, reconcile accounts, and access tools for invoicing, bill payment, and merchant services. By embedding its services within existing digital banking channels, Autobooks allows financial institutions to enhance their offerings and provide essential back-office support for their small business clients. The company, which was previously known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.
Syncapay
Private Equity Round in 2020
Syncapay formed with a vision to acquire a family of high growth, leading edge Payments companies with disruptive technology and solutions, leveraging the many synergies between them. With their heritage and expertise in Payments with companies such as Parago/Blackhawk, Ecount/Citi Prepaid, American Express, AvidXchange, Flywire, iPay and more, they knew there was an opportunity to create something substantial and meaningful. Their focus is on companies who provide, facilitate or issue Payments to consumers, employees or other businesses in growth markets around the world. In late 2017, they made their first acquisition - Swift Prepaid Solutions.
Infinicept
Venture Round in 2020
Infinicept provides all of the technology and professional services that companies need to launch as a payment facilitator. This gives Infinicept's customers the ability to control the payments portion of their platform, allowing them to deliver an improved overall product, monetize their payments, and build deeper relationships with their customers. Infinicept's agnostic technology platform allows companies to become payment facilitators using any bank, gateway, or processor. Started by payments industry veterans and Payment Facilitator consultants Todd Ablowitz and Deana Rich, Infinicept offers infinite acceptance possibilities for a market that is estimated to top $4.4 billion by 2021.
Venminder
Series C in 2020
Venminder, Inc. is a provider of a software-as-a-service platform focused on third-party risk management. The company offers a cloud-based solution that helps organizations assess, monitor, and manage risks associated with their vendors. This platform includes various modules for vendor profile management, contract management, risk assessment, and examination preparation. Additionally, Venminder provides services such as document collection, financial statement analysis, SOC report reviews, business continuity assessments, cybersecurity evaluations, and vendor monitoring. Its clientele spans multiple industries, including financial services, insurance, healthcare, education, and retail. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder was previously known as Digital Comply, Inc. before its name change in April 2016.
Apkudo
Series B in 2020
Apkudo, Inc. is a technology company based in Baltimore, Maryland, founded in 2010, that specializes in solutions for managing the lifecycle of connected devices. The company provides a comprehensive platform that facilitates the efficient handling of mobile phones, tablets, laptops, and other electronics by automating processes such as certification, trade-in, recovery, resale, and device processing. Apkudo's Circular Industry Platform allows businesses to maximize the value of their devices while minimizing e-waste, offering decision-support and operational tools that ensure seamless transitions throughout a device’s lifecycle. By standardizing and optimizing the exchange of real-time data among stakeholders in the global device ecosystem, Apkudo enhances operational efficiencies and improves margins for original equipment manufacturers and mobile network operators.
Behalf
Series D in 2020
Behalf, Inc. is a financing provider headquartered in New York, with an additional office in Tel Aviv, Israel. Founded in 2011, the company facilitates commerce between B2B merchants and their business customers by offering automated payment solutions that include instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes, allowing for access to financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances sales and improves cash flow for both merchants and their business customers. The company focuses on providing short-term financing to small businesses, enabling them to efficiently manage payments to suppliers while increasing operational effectiveness through automation.
Brightfield
Series A in 2019
Brightfield Strategies, LLC specializes in providing consulting and analytics services focused on contingent workforce management. The company offers a range of solutions, including modeling and analytics for workforce strategies, rate and workforce mix modeling, performance assessments, and strategic sourcing. Additionally, it addresses governance, risk, and compliance needs through audits, policy development, and training services. Brightfield also operates a membership-based data analytics platform, Talent Data Exchange, which facilitates data collection and connectivity for its clients. The firm serves a diverse array of industries, including banking, pharmaceuticals, healthcare, and technology, helping organizations standardize their human capital policies and ensure compliance with labor laws. Founded in 2006 and headquartered in New York, Brightfield aims to enhance businesses' management of their human resources through innovative analytics and strategic consulting.
Tethr
Venture Round in 2019
Tethr is a company that specializes in providing an AI-driven communications intelligence platform designed to enhance enterprise decision-making by harnessing the Voice of the Customer. By analyzing customer interactions from various communication channels, including phone calls and chats, Tethr extracts valuable insights that help organizations understand customer sentiment and behavior. With a foundation built on over a decade of best-practice customer experience research, Tethr equips businesses to measure key performance indicators that affect sales, customer loyalty, operating costs, compliance, and risk management. The platform enables organizations to share these insights across their teams, fostering a culture of informed decision-making that directly impacts overall business performance.
Demyst
Series C in 2019
Demyst provides a cloud-based management platform that enables financial institutions to effectively integrate and centralize diverse data sources through a single interface. By facilitating the incorporation of external data into business workflows, the platform enhances decision-making processes and helps organizations maintain regulatory compliance. This approach allows financial institutions to better serve their customers and adapt to the rapidly evolving landscape of data-driven insights.
Venminder
Series B in 2019
Venminder, Inc. is a provider of a software-as-a-service platform focused on third-party risk management. The company offers a cloud-based solution that helps organizations assess, monitor, and manage risks associated with their vendors. This platform includes various modules for vendor profile management, contract management, risk assessment, and examination preparation. Additionally, Venminder provides services such as document collection, financial statement analysis, SOC report reviews, business continuity assessments, cybersecurity evaluations, and vendor monitoring. Its clientele spans multiple industries, including financial services, insurance, healthcare, education, and retail. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder was previously known as Digital Comply, Inc. before its name change in April 2016.
Alkami
Series E in 2019
Alkami Technology, Inc. is a provider of cloud-based digital banking solutions tailored for credit unions and banks. The company offers the ORB Platform, a comprehensive Software-as-a-Service solution that facilitates retail and business banking features including account aggregation, person-to-person payments, payroll management, and analytics. Alkami's platform enhances user onboarding, engagement, and account servicing, allowing financial institutions to improve operational efficiency and drive revenue growth. Additionally, it includes integrated mobile banking solutions, a content management system for personalized marketing, and the flexibility to incorporate third-party solutions. Founded in 2007 and headquartered in Plano, Texas, Alkami was previously known as iThryv, LLC before rebranding in 2010.
DivvyCloud
Series B in 2019
DivvyCloud Corporation is a software developer focused on automating security, compliance, and governance for enterprise customers in cloud and container environments. Founded in 2012 and based in Arlington, Virginia, the company provides solutions that protect against misconfigurations, policy violations, threats, and identity and access management challenges. Its platform offers consolidated visibility and policy automation across various public and private clouds, enabling real-time remediation of issues rather than merely monitoring them. DivvyCloud serves a diverse range of sectors, including media, financial services, healthcare, and retail, helping organizations fully leverage the benefits of cloud technology while maintaining continuous security and compliance. Since May 2020, DivvyCloud has operated as a subsidiary of Rapid7 LLC.
Featurespace
Venture Round in 2019
Featurespace is a leader in enterprise financial crime prevention, specializing in fraud detection and anti-money laundering solutions. The company has developed innovative technologies, including Adaptive Behavioral Analytics and Automated Deep Behavioral Networks, which are incorporated into its ARIC platform. This real-time machine learning software assesses risk and monitors customer data across more than 180 countries to identify fraudulent activities and suspicious behavior promptly. The ARIC Risk Hub utilizes advanced anomaly detection methods, allowing financial institutions to automatically recognize potential threats and respond to them effectively. Over 30 major global financial institutions, including well-known names such as HSBC and NatWest, leverage Featurespace’s solutions to safeguard their operations and enhance customer satisfaction while minimizing fraud-related costs.
Bridge Financial Technology
Series A in 2019
Bridge Financial Technology Inc. offers automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech companies. Founded in 2015 and based in Chicago, Illinois, the company specializes in portfolio accounting and management software. Its flagship Atlas platform facilitates efficient billing, invoicing, performance aggregation, client portal access, and file sharing. By addressing inefficiencies and promoting technology adoption, Bridge Financial Technology empowers fiduciary advisors to enhance their competitiveness, scale their operations, and reduce costs, thereby enabling broader access to fiduciary financial advice for clients.
Venminder
Series B in 2018
Venminder, Inc. is a provider of a software-as-a-service platform focused on third-party risk management. The company offers a cloud-based solution that helps organizations assess, monitor, and manage risks associated with their vendors. This platform includes various modules for vendor profile management, contract management, risk assessment, and examination preparation. Additionally, Venminder provides services such as document collection, financial statement analysis, SOC report reviews, business continuity assessments, cybersecurity evaluations, and vendor monitoring. Its clientele spans multiple industries, including financial services, insurance, healthcare, education, and retail. Founded in 2001 and based in Elizabethtown, Kentucky, with an additional office in Chicago, Venminder was previously known as Digital Comply, Inc. before its name change in April 2016.
Bento for Business
Series B in 2018
Bento for Business is a financial operating platform designed specifically for small and mid-sized businesses (SMBs). The platform enables businesses to issue payment credentials securely, offering virtual and corporate cards along with comprehensive management tools that enhance control and visibility over company expenses. By minimizing fraud and reducing administrative overhead, Bento's solutions allow businesses to streamline their financial processes, freeing them to concentrate on growth and customer value. The company also provides open APIs and white label partnerships, extending its capabilities to automate payments beyond employee expenses. With its headquarters in San Francisco and Chicago, Bento is recognized for its innovative approach to expense management, combining the security of traditional banking with the user-friendly features typical of modern technology firms.
Alkami
Series D in 2018
Alkami Technology, Inc. is a provider of cloud-based digital banking solutions tailored for credit unions and banks. The company offers the ORB Platform, a comprehensive Software-as-a-Service solution that facilitates retail and business banking features including account aggregation, person-to-person payments, payroll management, and analytics. Alkami's platform enhances user onboarding, engagement, and account servicing, allowing financial institutions to improve operational efficiency and drive revenue growth. Additionally, it includes integrated mobile banking solutions, a content management system for personalized marketing, and the flexibility to incorporate third-party solutions. Founded in 2007 and headquartered in Plano, Texas, Alkami was previously known as iThryv, LLC before rebranding in 2010.
Syncapay
Venture Round in 2017
Syncapay formed with a vision to acquire a family of high growth, leading edge Payments companies with disruptive technology and solutions, leveraging the many synergies between them. With their heritage and expertise in Payments with companies such as Parago/Blackhawk, Ecount/Citi Prepaid, American Express, AvidXchange, Flywire, iPay and more, they knew there was an opportunity to create something substantial and meaningful. Their focus is on companies who provide, facilitate or issue Payments to consumers, employees or other businesses in growth markets around the world. In late 2017, they made their first acquisition - Swift Prepaid Solutions.
Tethr
Series A in 2017
Tethr is a company that specializes in providing an AI-driven communications intelligence platform designed to enhance enterprise decision-making by harnessing the Voice of the Customer. By analyzing customer interactions from various communication channels, including phone calls and chats, Tethr extracts valuable insights that help organizations understand customer sentiment and behavior. With a foundation built on over a decade of best-practice customer experience research, Tethr equips businesses to measure key performance indicators that affect sales, customer loyalty, operating costs, compliance, and risk management. The platform enables organizations to share these insights across their teams, fostering a culture of informed decision-making that directly impacts overall business performance.
RevolutionCredit
Seed Round in 2017
RevolutionCredit is a behavioral data and analytics firm in consumer credit. Its products deliver real-time behavioral scores to creditors at the point of transaction. These scores improve lenders’ ability to risk-segment consumers and nudge consumers toward measurable improvements in their financial behaviors. The company was founded in 2012 and is headquartered in Irvine, California.
DivvyCloud
Series A in 2017
DivvyCloud Corporation is a software developer focused on automating security, compliance, and governance for enterprise customers in cloud and container environments. Founded in 2012 and based in Arlington, Virginia, the company provides solutions that protect against misconfigurations, policy violations, threats, and identity and access management challenges. Its platform offers consolidated visibility and policy automation across various public and private clouds, enabling real-time remediation of issues rather than merely monitoring them. DivvyCloud serves a diverse range of sectors, including media, financial services, healthcare, and retail, helping organizations fully leverage the benefits of cloud technology while maintaining continuous security and compliance. Since May 2020, DivvyCloud has operated as a subsidiary of Rapid7 LLC.
Katapult
Venture Round in 2017
Katapult Group is an omnichannel point-of-sale payment platform, providing alternative purchase solutions for retailers and consumers. Its cutting-edge technology integrates seamlessly with online platforms, enabling its retail partners to expand their customer base, increase sales, and grow revenue. The company's consumer-centric focus ensures a quick application and approval process, transparent terms, and tailored payment plans.
Solovis
Series A in 2017
Solovis, Inc. offers a comprehensive investment management platform designed for institutional investors, including foundations, endowments, pensions, OCIOs, and family offices. Founded in 2013 and headquartered in Irving, Texas, the company specializes in multi-asset class portfolio management, reporting, and analytics. Its cloud-based solutions enable clients to collect and aggregate investment data, analyze portfolio performance, and model future outcomes. The platform facilitates real-time reporting and detailed analysis, providing actionable insights that enhance decision-making processes. By allowing for integration across various portfolios and investment structures, Solovis empowers investors to manage their assets effectively while ensuring transparency and optimizing risk management strategies. As of March 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.
Katapult
Debt Financing in 2017
Katapult Group is an omnichannel point-of-sale payment platform, providing alternative purchase solutions for retailers and consumers. Its cutting-edge technology integrates seamlessly with online platforms, enabling its retail partners to expand their customer base, increase sales, and grow revenue. The company's consumer-centric focus ensures a quick application and approval process, transparent terms, and tailored payment plans.
GAN Integrity
Series A in 2017
GAN Integrity Inc. provides cloud-based compliance management software designed for companies worldwide. The platform includes modules for managing policies, training, due diligence, communication, approvals, and investigations. It features a risk assessment tool to identify and respond to potential risks and a policy management system that allows organizations to create, publish, and manage policies in multiple languages, ensuring compliance across various business units and locations. Additionally, the software offers a training management system for creating and assigning online and in-person training, as well as a due diligence module for third-party management that adapts to the company's specific needs. Monitoring and reporting functionalities enable the generation of compliance reports suitable for executives and boards. GAN Integrity also provides a centralized gift approval system, document management, and workflow automation. Established in 2004, the company is headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark.
Clip
Venture Round in 2017
Clip is the leading commerce and digital payment platform that is empowering businesses in Mexico to interact and transact with its consumers more effectively through innovative technologies, best-in-class customer service, and the ability to accept all payment methods digitally.
Demyst
Series B in 2016
Demyst provides a cloud-based management platform that enables financial institutions to effectively integrate and centralize diverse data sources through a single interface. By facilitating the incorporation of external data into business workflows, the platform enhances decision-making processes and helps organizations maintain regulatory compliance. This approach allows financial institutions to better serve their customers and adapt to the rapidly evolving landscape of data-driven insights.
Behalf
Series C in 2016
Behalf, Inc. is a financing provider headquartered in New York, with an additional office in Tel Aviv, Israel. Founded in 2011, the company facilitates commerce between B2B merchants and their business customers by offering automated payment solutions that include instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes, allowing for access to financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances sales and improves cash flow for both merchants and their business customers. The company focuses on providing short-term financing to small businesses, enabling them to efficiently manage payments to suppliers while increasing operational effectiveness through automation.
Deko
Venture Round in 2016
Deko is a technology company that specializes in connecting lenders and merchants to facilitate consumer financing. Its innovative multi-lender platform provides point of sale credit options that can be accessed online, in-store, or via email. By offering flexible financing solutions, Deko enables merchants to enhance customer experiences and drive sales. The company's technology is designed to deliver ethical and responsible financing options, ensuring that consumers receive the right financial support at the right time. Trusted by various leading retailers and lenders, Deko has established itself as a profitable and impactful player in the financial technology sector.
Cloudamize
Convertible Note in 2016
Cloudamize, Inc. is a company that specializes in developing a SaaS platform focused on cloud computing analytics. Founded in 2011 and based in Philadelphia, Pennsylvania, Cloudamize offers tools for real-time analysis of cloud usage data, covering critical areas such as spending, performance, security, and availability. Its platform aids businesses in optimizing their cloud resources, leading to significant cost savings and enhanced performance. By employing predictive analytics, Cloudamize provides actionable recommendations for right-sizing and right-pricing cloud infrastructure, facilitating informed decision-making during cloud migration and management. Additionally, the platform includes comprehensive monitoring features that deliver targeted alerts, detailed system metrics, and insights into the root causes of performance issues, thereby simplifying the complexities of cloud deployment and management.
Solovis
Venture Round in 2016
Solovis, Inc. offers a comprehensive investment management platform designed for institutional investors, including foundations, endowments, pensions, OCIOs, and family offices. Founded in 2013 and headquartered in Irving, Texas, the company specializes in multi-asset class portfolio management, reporting, and analytics. Its cloud-based solutions enable clients to collect and aggregate investment data, analyze portfolio performance, and model future outcomes. The platform facilitates real-time reporting and detailed analysis, providing actionable insights that enhance decision-making processes. By allowing for integration across various portfolios and investment structures, Solovis empowers investors to manage their assets effectively while ensuring transparency and optimizing risk management strategies. As of March 2020, Solovis operates as a subsidiary of eVestment Alliance, LLC.
FactorTrust
Private Equity Round in 2015
FactorTrust, The Alternative Credit Bureau, helps lenders manage the credit lifecycle of underbanked consumers using unique alternative credit information not available from the Big Three bureaus, enabling them to offer non-prime consumers the credit they deserve. Leveraging the company’s credit information, lenders can more accurately predict future borrowing behavior, credit performance and risk scoring for this growing segment. FactorTrust’s team of predictive analytics specialists, statisticians, and financial industry experts has delivered unique data and valuable insight to lenders throughout the U.S. and the U.K. for nearly ten years.
OneTwoSee
Debt Financing in 2015
OneTwoSee is a Philadelphia-based company that sits at the intersection of digital media, sports and technology. We're on our third-generation of a highly scalable technology platform that delivers real-time sports gamecenters by combining statistics, game data, advanced analytics and social media into a rich, engaging fan experience. Our gamecenters are white labeled and easily integrate into customers' own branded sites and platforms -- be it on browser-based PCs, tablets, smartphones, smart TVs and in-arena displays. Our licensed products -- applications spanning major collegiate and professional sports including baseball, football, basketball, hockey and soccer -- enable anyone with an audience interested in big-time sports to further monetize their audiences with new, high-value ad and sponsorship inventory. Customers easily plug into our managed platform and see immediate ROI. OneTwoSee's customers now include some of the largest names in sports media along with leading companies in the publishing, consumer electronics and enterprise technology sectors.
Frontline Selling (acquisition)
Series A in 2015
The original PeopleLinx, acquired by Frontline Selling, made selling easy by integrating social into the team's sales process and metrics.
Behalf
Series B in 2015
Behalf, Inc. is a financing provider headquartered in New York, with an additional office in Tel Aviv, Israel. Founded in 2011, the company facilitates commerce between B2B merchants and their business customers by offering automated payment solutions that include instant credit and flexible payment terms at the point of sale. Behalf integrates seamlessly into merchants' sales and invoicing processes, allowing for access to financing regardless of the invoice or transaction size. By paying merchants upfront, Behalf enhances sales and improves cash flow for both merchants and their business customers. The company focuses on providing short-term financing to small businesses, enabling them to efficiently manage payments to suppliers while increasing operational effectiveness through automation.
Cloudamize
Convertible Note in 2015
Cloudamize, Inc. is a company that specializes in developing a SaaS platform focused on cloud computing analytics. Founded in 2011 and based in Philadelphia, Pennsylvania, Cloudamize offers tools for real-time analysis of cloud usage data, covering critical areas such as spending, performance, security, and availability. Its platform aids businesses in optimizing their cloud resources, leading to significant cost savings and enhanced performance. By employing predictive analytics, Cloudamize provides actionable recommendations for right-sizing and right-pricing cloud infrastructure, facilitating informed decision-making during cloud migration and management. Additionally, the platform includes comprehensive monitoring features that deliver targeted alerts, detailed system metrics, and insights into the root causes of performance issues, thereby simplifying the complexities of cloud deployment and management.
Ingo Money
Venture Round in 2015
Ingo Money, Inc. is a financial technology company based in Alpharetta, Georgia, that specializes in digital payment solutions. Founded in 2001 and formerly known as CHEXAR Networks, Inc., Ingo Money provides a mobile application that allows users to cash various types of checks, including paychecks and personal checks, directly from their devices. The company offers several services, including Ingo Push, which provides instant loan proceeds to small businesses; Ingo Check, a service for digital disbursements; and Ingo Cash, which enables users to convert cash into real-time digital deposits and payments. Additionally, Ingo Money QuickConnect allows businesses to offer instant payments through push-to-card options. With a mission to digitize paper checks and facilitate safe-to-spend funds, Ingo Money serves a wide range of clients, including fintech companies, banks, and other businesses, enhancing the overall payment experience while reducing costs and delays.
Cloudamize
Convertible Note in 2014
Cloudamize, Inc. is a company that specializes in developing a SaaS platform focused on cloud computing analytics. Founded in 2011 and based in Philadelphia, Pennsylvania, Cloudamize offers tools for real-time analysis of cloud usage data, covering critical areas such as spending, performance, security, and availability. Its platform aids businesses in optimizing their cloud resources, leading to significant cost savings and enhanced performance. By employing predictive analytics, Cloudamize provides actionable recommendations for right-sizing and right-pricing cloud infrastructure, facilitating informed decision-making during cloud migration and management. Additionally, the platform includes comprehensive monitoring features that deliver targeted alerts, detailed system metrics, and insights into the root causes of performance issues, thereby simplifying the complexities of cloud deployment and management.
Frontline Selling (acquisition)
Series A in 2014
The original PeopleLinx, acquired by Frontline Selling, made selling easy by integrating social into the team's sales process and metrics.
Deko
Series A in 2014
Deko is a technology company that specializes in connecting lenders and merchants to facilitate consumer financing. Its innovative multi-lender platform provides point of sale credit options that can be accessed online, in-store, or via email. By offering flexible financing solutions, Deko enables merchants to enhance customer experiences and drive sales. The company's technology is designed to deliver ethical and responsible financing options, ensuring that consumers receive the right financial support at the right time. Trusted by various leading retailers and lenders, Deko has established itself as a profitable and impactful player in the financial technology sector.
OneTwoSee
Venture Round in 2014
OneTwoSee is a Philadelphia-based company that sits at the intersection of digital media, sports and technology. We're on our third-generation of a highly scalable technology platform that delivers real-time sports gamecenters by combining statistics, game data, advanced analytics and social media into a rich, engaging fan experience. Our gamecenters are white labeled and easily integrate into customers' own branded sites and platforms -- be it on browser-based PCs, tablets, smartphones, smart TVs and in-arena displays. Our licensed products -- applications spanning major collegiate and professional sports including baseball, football, basketball, hockey and soccer -- enable anyone with an audience interested in big-time sports to further monetize their audiences with new, high-value ad and sponsorship inventory. Customers easily plug into our managed platform and see immediate ROI. OneTwoSee's customers now include some of the largest names in sports media along with leading companies in the publishing, consumer electronics and enterprise technology sectors.
CloudMine
Debt Financing in 2014
CloudMine is a mobile backend-as-a-service (mBaaS) provider that focuses on enhancing healthcare mobility and patient health. The company offers a platform that facilitates object-based data storage and file storage, along with capabilities for sending push notifications and messages, thereby improving communication with users. By streamlining the development process, CloudMine enables healthcare and life science organizations to efficiently operationalize data through application development, analytics, and workflows. The platform is designed to support the creation of secure, interoperable, and scalable healthcare applications, significantly reducing development time and costs while eliminating the need for ongoing maintenance and management of mobile applications. Its mobile-optimized infrastructure and suite of prefabricated web services accelerate app development by up to 70%, standardizing mobility tools across various business units for improved efficiency.
Cloudamize
Convertible Note in 2013
Cloudamize, Inc. is a company that specializes in developing a SaaS platform focused on cloud computing analytics. Founded in 2011 and based in Philadelphia, Pennsylvania, Cloudamize offers tools for real-time analysis of cloud usage data, covering critical areas such as spending, performance, security, and availability. Its platform aids businesses in optimizing their cloud resources, leading to significant cost savings and enhanced performance. By employing predictive analytics, Cloudamize provides actionable recommendations for right-sizing and right-pricing cloud infrastructure, facilitating informed decision-making during cloud migration and management. Additionally, the platform includes comprehensive monitoring features that deliver targeted alerts, detailed system metrics, and insights into the root causes of performance issues, thereby simplifying the complexities of cloud deployment and management.
Frontline Selling (acquisition)
Series A in 2013
The original PeopleLinx, acquired by Frontline Selling, made selling easy by integrating social into the team's sales process and metrics.
Accurate Group
Private Equity Round in 2012
Accurate Group specializes in national real estate transaction services tailored for the financial services sector. The company offers a range of services, including title insurance and searches, loan processing, and appraisal and valuation services. Additionally, Accurate Group provides appraisal management and compliance services designed for real estate finance providers, mortgage lending, and loan servicing clients. Utilizing technology-driven solutions, the company ensures compliance across various real estate loan types, such as mortgage originations, home equity, refinancing, default servicing, and portfolio valuation.
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