SaaS Capital, founded in 2006 and headquartered in Seattle, Washington, specializes in providing growth debt specifically for B2B SaaS companies. As a leading lender in the software-as-a-service market, it offers long-term committed credit facilities, including senior debt loans and monthly recurring revenue-based lines of credit. By focusing on future recurring revenue, SaaS Capital enables clients to secure funding while avoiding equity dilution and maintaining control of their businesses. Since its inception, the company has committed over $375 million in growth debt facilities, benefiting more than 110 clients and contributing to the creation of over $2 billion in total enterprise value.
Cinematic Health Education was founded to address the critical training needs of patients facing roles that are dependent on acquiring the soft skills in order to be successful. Its vision is to apply its cinematic approach to the development of training and certification programs for allied health professionals, including home health aides and personal care aides.
Agent IQ
Debt Financing in 2025
Agent IQ, Inc. operates a customer communication platform designed to enhance the relationship between financial institutions, such as community banks and credit unions, and their customers. Founded in 2015 and based in San Francisco, California, Agent IQ's platform facilitates customer engagement through various digital channels, enabling users to access information about products, past purchases, and personalized banking services. The platform leverages artificial intelligence to automate routine tasks and provide real-time insights into customer interactions, allowing financial institutions to offer proactive support and tailored advice. By fostering deeper connections and improving service efficiencies, Agent IQ helps financial institutions enhance customer satisfaction and profitability while reducing operational costs. The implementation of the platform can be achieved in as little as four weeks, requiring minimal resources.
Care Solace
Debt Financing in 2025
Care Solace is on a mission to calm the chaos of mental health care.
GoMo Health
Debt Financing in 2023
GoMo Health and its Concierge Care solution strengthen health care organizations’ ability to provide better, more cost-effective care for those with high-risk, chronic, and complex wellness issues. Using targeted engagement and human responsive technology, Concierge Care offers full service implementations – designed, deployed, and marketed under one roof – to help health care professionals connect with patients and members at every point along the continuum of care.
Image Relay
Debt Financing in 2023
Image Relay, Inc. is a provider of cloud-based digital asset management software, established in 2002 and headquartered in Burlington, Vermont. The company offers a user-friendly platform that enables brands to curate, control, and communicate their various assets securely from a centralized location. Its software facilitates the management of digital assets by allowing users to store, retrieve, and share files while also providing features to track previous versions and maintain updated copies. With capabilities for organizing assets using folder structures and advanced search functionalities, Image Relay helps clients efficiently catalog and analyze their digital content.
Wazoku
Debt Financing in 2022
Wazoku Limited specializes in web-based idea management solutions that empower organizations to foster innovation and collaboration. Founded in 2011 and based in London, the company offers a range of products, including Custom Spotlight, Business Spotlight, Government Spotlight, and Idea Spotlight. These tools facilitate the capture, evaluation, and selection of ideas from employees, partners, and customers, tailored to the needs of various organizations, including government entities. Wazoku also provides additional services such as training, workshops, consulting, and integration to enhance the effectiveness of its solutions. By combining technology with a focus on engagement, Wazoku aims to help organizations build a sustainable culture of innovation and achieve their strategic goals.
Instaleap
Venture Round in 2022
Instaleap is a technology company based in San Francisco, California, that specializes in providing logistics solutions for retailers in the e-commerce sector. The company develops fulfillment and delivery technology that enables retailers, including major names like Walmart and Falabella, to enhance their operational efficiency. Instaleap's platform offers real-time data and delivery status, utilizing proprietary AI algorithms to manage clients' last-mile delivery ecosystems. This technology allows users to track deliveries in real-time and communicate directly with drivers and pickers, ensuring seamless operations and improved customer satisfaction.
MyCOI
Debt Financing in 2021
MyCOI is a provider of software solutions focused on certificate of insurance (COI) management in the United States. Established in 2009 and based in Marion, Indiana, the company offers a web-based platform that automates the collection, compliance validation, and tracking of COIs. MyCOI's services cater to a diverse range of industries, including construction, pharmaceuticals, property management, trucking, retail, and healthcare, as well as public entities such as universities and government agencies. The platform is designed to help organizations manage the risks associated with underinsured claims and minimize costly litigation, thereby streamlining the insurance management process.
Intellect
Debt Financing in 2021
Intellect is a leader in extremely configurable QMS and no-code platform software that enables organizations to accelerate compliance, adaptability, and productivity. Hundreds of customers trust Intellect in a wide variety of industries, including manufacturing, medical devices, services, labs, nutraceuticals, pharmaceuticals, cosmetics services, oil & gas, government, aerospace, cannabis, financial services, healthcare, and other industries.
One Door
Debt Financing in 2021
One Door provides the only retail merchandising system that ensures store execution of localized, fixture-based planogramming. The company's web-based visual merchandising management solution cuts the cost of in-store merchandising and promotions and drives revenue with localized campaign planning and compliance reporting for some of the world's largest brands. Founded in 2000 and headquartered in Boston, Massachusetts, the company is led by a team of retail and technology visionaries who have redefined the concept of merchandising management through a unique set of solutions and services.
Qure4u
Debt Financing in 2021
Qure4u Inc. is a healthcare technology company that specializes in developing a comprehensive patient engagement and remote monitoring platform. Founded in 2011 and headquartered in Bradenton, Florida, Qure4u’s platform facilitates seamless connections among patients, healthcare providers, labs, pharmacies, and insurers, ensuring that critical medical information—such as diagnoses, allergies, medications, lab results, and vital signs—is readily accessible. The platform enhances the overall patient experience by allowing individuals to prepare for appointments, monitor their health status, and communicate securely with their providers through telehealth and messaging features. Additionally, the software streamlines administrative processes, enabling healthcare staff to effectively manage patient interactions, identify those at risk, and improve treatment outcomes while reducing unnecessary hospital visits.
Waggl
Debt Financing in 2021
Waggl, Inc. is an innovative company that has developed an online platform aimed at enhancing organizational decision-making through real-time employee feedback. Founded in 2014 and based in Sausalito, California, Waggl enables organizations to pose targeted questions and gather insights from their employees, fostering meaningful participation and transparent dialogue. This approach helps leaders gain immediate insights, facilitating informed decisions and promoting high levels of employee engagement. The platform is utilized by a range of organizations, including notable clients such as MGM Resorts International and UCHealth, to drive alignment and improve communication within their teams. With a seasoned management team, Waggl aims to empower organizations of all sizes by transforming employee input into actionable strategies for success.
Facility Health
Debt Financing in 2021
Facility Health, Inc. is a company that specializes in facility condition assessments and the development of a technology platform designed for healthcare systems to monitor their infrastructure effectively and prioritize necessary repairs. Established in 2016 and based in Belmont, Michigan, the company offers a range of services including design, construction, and facility management, with a focus on optimizing asset management through comprehensive data analysis. Its flagship technology, Origin, enables real-time analysis of asset and facility health, helping clients to rank and prioritize maintenance needs, optimize preventative maintenance investments, and assess risks associated with infrastructure components. Additionally, the Facility Health Index provides users with a unified dashboard to manage both tactical and strategic aspects of facility operations. By combining software with engineering services, Facility Health aids facility managers in transitioning from reactive to predictive maintenance strategies, ultimately enhancing capital planning and asset lifecycle management.
JDXpert
Debt Financing in 2020
JDXpert is a web-based solution based in Raleigh, North Carolina, that focuses on automating and managing job descriptions for businesses. Founded in 2008, the platform allows organizations to create, manage, and store job descriptions efficiently while serving as a centralized hub for job-related data. In addition to job descriptions, JDXpert provides functionality for maintaining various essential data, such as Fair Labor Standards Act (FLSA) information, employee acknowledgments, and compensation data. By streamlining the job description management process, JDXpert helps clients optimize their operations and mitigate compliance risks.
STOPit Solutions
Debt Financing in 2020
STOPit is the leading technology company providing software and services that mitigate, deter and control inappropriate conduct. Individuals report specific issues and administrators review, respond and manage the concerns through a modern communication platform. Anonymous and configurable reporting is available through our mobile app, web app and phone hotline, empowering individuals to safely report issues and stand up for themselves and others. STOPit provides valuable services to administrators including incident monitoring, content about issues and resolutions, training/promotion services, and investigation tools to help get in front of issues and manage risk.
SocialClimb
Debt Financing in 2020
SocialClimb is a developer of healthcare marketing software aimed at connecting physicians with their ideal patients in a digital landscape increasingly influenced by social media. The company offers an automated platform that enhances online visibility and reputation management for medical practices. By integrating with online review platforms, SocialClimb helps physicians optimize their online listings and build strong reputations, thereby attracting new patients. This user-friendly approach simplifies the process for healthcare providers to engage with potential patients, ultimately supporting growth and improving patient acquisition efforts.
Traackr
Debt Financing in 2020
Traackr is an influencer marketing platform for global influencer strategies, which enables influencer discovery, campaign management and performance measurement for all types of influencer activations from organic advocacy to paid partnerships.
PerformLine
Debt Financing in 2019
PerformLine is a SaaS platform that specializes in end-to-end sales and marketing compliance for brands worldwide. The platform offers comprehensive solutions for pre-publication document reviews and ongoing monitoring across various consumer-facing channels, such as the web, social media, calls, messaging, and emails. By providing automated compliance systems, PerformLine enables compliance teams at major banks, fintech companies, mortgage lenders, and technology firms to identify and address potential regulatory risks effectively. This automation allows organizations to enhance operational efficiency, reduce costs, and ensure brand safety while managing compliance across multiple interaction channels.
Pacejet Logistics
Debt Financing in 2019
Pacejet Logistics, Inc. is a Columbus, Ohio-based company that specializes in developing a cloud-based platform for enterprise shipping. Founded in 2003, Pacejet offers a range of solutions for freight, postal, consolidator, and less-than-truckload (LTL) shipping, catering primarily to the manufacturing, retail, and wholesale sectors. The platform is designed to integrate seamlessly with leading enterprise resource planning (ERP) systems, such as NetSuite, Microsoft, Infor, SAP, and Acumatica, as well as custom ERPs through a robust application programming interface (API). This integration allows businesses to improve shipping efficiency, reduce costs, and enhance service quality. Additionally, Pacejet provides Pacejet Protection, a shipping insurance program that offers coverage for both parcel and freight, facilitating quick claims processing and integrated coverage selection. As of early 2020, Pacejet operates as a subsidiary of 3Gtms, Inc., and maintains a dedicated team with expertise in supply chain and logistics.
Leanpath
Debt Financing in 2019
Leanpath specializes in food waste prevention solutions aimed at helping foodservice organizations globally measure and reduce food waste. The company has developed a food waste tracking technology that integrates a built-in scale, camera, and touchscreen interface to provide real-time data on food items purchased. This technology not only tracks waste but also offers recommendations on optimal purchasing quantities to avoid excess. By enabling users to make informed decisions about their food orders, Leanpath supports businesses in minimizing waste, thereby saving time, money, and contributing to environmental sustainability.
ClarisHealth
Debt Financing in 2019
ClarisHealth is a developer of an integrative payment integrity platform that leverages artificial intelligence to enhance communication among payers, providers, and business partners. The company's innovative technology solutions aim to address the challenges faced by health plans in managing payment integrity services. By offering a flexible model that facilitates both outsourcing and insourcing, ClarisHealth promotes accountability and efficiency in operations. Its platform is designed to foster collaboration among different departments and create productive relationships within the healthcare ecosystem. This approach not only automates processes but also supports clients in making informed decisions that lead to increased medical savings and improved recovery rates.
Opsview
Debt Financing in 2019
Opsview is a global IT Systems Management software business. Our flagship product, Opsview Enterprise was released in 2009, based on the original Opsview open source project launched in 2003, and is in use in over 35,000 companies in 160 countries. Opsview was founded by Michael Walton, C.E.O. in the belief that the open source model drives better quality software with more relevant features. This has been achieved through open collaboration with our huge community of users. The fast moving and mission critical nature of our customer’s enterprise systems, including virtualized, cloud and highly distributed systems, means Opsview is continually enhanced to meet their evolving monitoring challenges. Today, Opsview is an IT systems management leader with hundreds of global enterprise customers, including blue-chip organizations such as BT, Blue Cross Blue Shield, BSkyB, Allianz, US Army, IBM, Irish Revenue and Yale University. Our rapid growth is testament that we are successfully delivering world class software, backed by fantastic customer service, all at a highly affordable price
Opus
Debt Financing in 2019
Opus was founded on a simple premise: that faster, better decisions in compliance and risk management give businesses an extraordinary advantage in the marketplace. Today, the world’s most respected, global corporations rely on Opus to free their business from the complexity and uncertainty of managing customer, vendor, and third-party risks. By combining the most innovative SaaS platforms with unparalleled data solutions, Opus turns information into action so your business thrives. Formed through the $500M partnership of Doug Bergeron, Chairman of Opus, and leading Private Equity Firm GTCR, Opus is changing the landscape of risk management.
Direct Commerce
Debt Financing in 2019
Direct Commerce is a provider of a paperless source-to-pay platform that offers automation solutions for B2B companies. The platform enables clients to transition to a paperless work environment, ultimately saving millions of dollars annually. Its services include invoicing and payment management, cloud-based automation for discount and order management, electronic data interchange integration, payment remittance, and vendor management. By leveraging data intelligence, Direct Commerce enhances supplier relationships and fosters continuous process improvement. The company's solutions are designed to increase efficiency, reduce costs, and improve visibility, facilitating standardized processes across various business units and regions. Through its focus on technology and analytics, Direct Commerce helps businesses optimize their operations and achieve their full potential.
FMX
Debt Financing in 2019
Facilities Management eXpress (FMX) was formed out of a need for facilities managers to more effectively do their job. Early in 2012, two of their founders, both engineers, were conducting an energy conservation project for a local school district. The district needed a way to easily manage its facilities remotely while maximizing energy savings. Their founders began searching for software capable of scheduling preventive maintenance to ensure energy savings, streamlining event scheduling to minimize the running time of HVAC systems, and tracking and responding to heating/cooling complaints to meet the needs of the school staff. Many of the software solutions they explored were feature rich but way too complicated. This unmet need for an easy-to-use but functional system inspired their founders to create a solution of their own. After developing the first version of a tool to enhance the energy project, they realized the benefits that such a solution could provide to a wider customer base—and FMX was born! The FMX team continues to extend the FMX experience to customers to provide a simple solution for solving real-world facilities management challenges.
TraceGains
Debt Financing in 2018
TraceGains is a computer software company that specializes in food safety and quality assurance solutions. It provides a cloud-based SaaS platform designed to automate the management of supplier risk, data, and documentation. The company's technology focuses on digitizing documents, extracting critical data, and enabling analysis to enhance the efficiency of supply chain operations. TraceGains aims to create an interconnected network among suppliers, manufacturers, and brokers, facilitating the effective sharing of information. This collaborative approach helps improve food safety, quality assurance, compliance with regulations, and time to market across various industries, including food, consumer packaged goods, pharmaceuticals, and retail.
Health Recovery Solutions
Debt Financing in 2018
Health Recovery Solutions, Inc. is a telehealth and remote monitoring company that focuses on enhancing patient care and reducing hospital readmissions. Founded in 2012 and based in Hoboken, New Jersey, the company provides a cloud-based platform that engages patients in their health management while equipping clinicians with essential tools. The platform aggregates and digitalizes critical health data, especially targeting conditions like congestive heart failure, heart attacks, pneumonia, diabetes, and COPD. It features interactive tablets customized with patients' medications, reminders, educational content, and integrated monitoring devices, such as oximeters and blood pressure monitors. By facilitating better communication and care coordination among patients, caregivers, and healthcare providers, Health Recovery Solutions aims to prevent 30-day readmissions and improve overall clinical outcomes.
Xsolis
Debt Financing in 2018
Xsolis is an AI-driven technology company based in Franklin, Tennessee, focused on enhancing healthcare operations through its proprietary platform, Dragonfly®. This platform utilizes real-time predictive analytics to provide an objective medical necessity score for patients, which helps healthcare providers and payers make more accurate and aligned decisions regarding care. By fostering collaboration and promoting transparency, Xsolis aims to improve efficiency across the healthcare system, ultimately leading to better outcomes for patients.
Repsly
Debt Financing in 2018
Repsly is a retail execution software that empowers CPG teams to achieve peak performance in the field. Repsly’s powerful manager’s dashboard equips teams with the data they need to uncover opportunities at retail, and the tools they need to deploy their team to take the right action in the store. Repsly’s best-in-class mobile app empowers retail execution specialists to have the biggest possible impact on sales while equipping reps with the customizable data collection tools they need to report real-time insights from the field. Repsly is the only retail execution solution to centralize brands’ sales, field activity, and in-store data, connecting store-level activities with their impact on sales. More than 1,000 field teams in over 80 countries drive execution and sales in the field with Repsly.
Extole
Debt Financing in 2018
Extole, Inc. offers a Software-as-a-Service platform specializing in referral marketing, enabling brands to create, measure, and enhance refer-a-friend programs across various digital environments, including mobile and web. Founded in 2007 and based in San Francisco, California, Extole assists over 300 brands in driving customer acquisition through its comprehensive platform, which integrates promotion and conversion efforts. The solution utilizes first-party and social network data to identify and engage influencers, fostering consumer engagement across multiple touchpoints such as websites, emails, and social media. This end-to-end approach allows marketers to analyze and optimize campaign performance continuously, leveraging insights gained from extensive experience and significant conversion data.
Joyful
Series B in 2018
Joyful is a provider of donor software and charity website building solutions, primarily serving the not-for-profit sector in Europe and Australia. The company has assisted over 1,000 customers in establishing a digital presence, facilitating fundraising efforts, and enhancing their overall impact, which has resulted in the raising of tens of millions of pounds. Joyful's platform offers a range of fundraising and marketing tools, capturing interactions and transactions to enhance user engagement. Additionally, it integrates seamlessly with existing customer relationship management (CRM) systems, leveraging machine learning capabilities to help non-profits expand their reach and effectiveness.
Gravyty (formerly Graduway)
Series B in 2017
Graduway provides world-class community software. and empower organizations to build closer relationships with their constituents by facilitating valuable conversations and connections between parents, students, volunteers, alumni, and donors.
PlayerLync
Debt Financing in 2017
PlayerLync, LLC is a provider of modern learning software aimed at enhancing the capabilities of the mobile workforce. Founded in 2011 and based in Greenwood Village, Colorado, the company offers a cloud-based platform that integrates mobile learning, digital forms, mobile content management, and operational performance management. Its technology enables organizations to improve performance, facilitate employee development, digitize processes, and enhance communication with deskless workers. PlayerLync's proprietary system allows for efficient content delivery, including videos and documents, even in low bandwidth environments, ensuring that teams can access necessary information seamlessly. The company's diverse clientele includes professional sports franchises, restaurants, field services, healthcare organizations, and retail businesses, reflecting its versatile applications across various industries.
Enervee
Debt Financing in 2017
Enervee Corporation operates a personal energy efficiency scoring platform designed to promote the purchase of energy-efficient appliances and electronics. Founded in 2009 and based in Santa Monica, California, Enervee captures retail prices and energy consumption profiles for a wide range of products, including home appliances such as refrigerators, dishwashers, and air conditioners, as well as electronics like TVs and computers. The platform features the Enervee Score, which rates the energy efficiency of these products on a scale from 0 to 100, and provides personalized recommendations based on energy efficiency, overall cost, and consumer popularity. Additionally, Enervee offers an EcoView that highlights the environmental impact of a product's CO2 emissions. The company's data is utilized by governments and electric utilities to monitor market trends and encourage the adoption of energy-efficient products through utility energy efficiency rebates. Enervee aims to assist consumers, businesses, and governments in saving energy and reducing environmental impact through informed purchasing decisions.
Codility
Debt Financing in 2017
Codility Ltd. is a London-based company that specializes in automated assessment tests for the recruitment of software developers. Founded in 2009, Codility offers a remote hiring platform that allows engineering teams to evaluate candidates' real-world programming skills at various stages of the hiring process. The platform includes tools such as CodeCheck for coding tasks, CodeLive for live technical interviews, and CodeChallenges for virtual recruitment campaigns. These features enable hiring managers to screen candidates effectively, reduce unconscious bias, and gain valuable insights into applicants' abilities. By facilitating remote assessments and interviews, Codility helps organizations streamline their hiring processes, minimize false positives and negatives, and ultimately identify top talent more efficiently. The company serves a global clientele, including major technology firms, enhancing their recruitment capabilities with a focus on technical skill assessment.
Gravyty (formerly Graduway)
Debt Financing in 2017
Graduway provides world-class community software. and empower organizations to build closer relationships with their constituents by facilitating valuable conversations and connections between parents, students, volunteers, alumni, and donors.
Monet Software
Venture Round in 2017
Monet Software is a global provider of workforce optimization solutions for small and medium sized contact centers. Monet gives contact centers the solution to their biggest business issues: meeting service levels, delivering high-quality service and controlling payroll costs. We help businesses leverage their workforce investments for efficient deployment of critical resources and effectively manage its people-processes – significantly impacting customer service levels and business profitability.
TapClicks
Debt Financing in 2017
TapClicks, Inc. is a leading marketing technology company for agencies, media companies, brands, and enterprises. Its integrated Marketing Operations Platform includes sales enablement, workflow and order management, analytics, and automated reporting -- all within a single intuitive user interface available on demand in the cloud. TapClicks has delivered over 1,000,000 dashboards to over 5,000 brands and over 500 media companies and agencies worldwide. The TapClicks platform leverages over 150 native API integrations with leading marketing and advertising platforms and rounds out its solution with ImportWizard, which enables the platform to use data from virtually any source. TapClicks was founded in 2009, is headquartered in Silicon Valley, has development and sales offices in Boston and Canada, and sales offices in Europe and Latin America.
Accent Technologies
Debt Financing in 2017
Accent Technologies is a cloud-based provider specializing in sales enablement solutions that help sales and marketing teams work more closely together and execute on revenue generating objectives. Accent provides solutions and services to Fortune 500 and diversified industry clients across the globe. Accent solutions drive the sales process by providing reps quick access to all the guidance and resources they need to engage buyers and deliver information at the right stage. Sales teams can access relevant resources, prepare custom materials, coordinate team efforts, deliver materials, and track buyer activity and interest.
Marketing Evolution
Debt Financing in 2016
Marketing Evolution, Inc. is a provider of marketing return on investment (ROI) management solutions, specializing in cross-media measurement and performance insights. Founded in 2000 and based in New York, the company offers tools that assist clients in optimizing their marketing spend, portfolio allocation, media mix, and creative execution. Its software platform facilitates real-time monitoring of marketing campaigns, enabling clients to make informed decisions and adjust strategies mid-campaign for improved effectiveness. Marketing Evolution's services include attribution modeling, media mix modeling, and continuous feedback on marketing performance, allowing clients to enhance their ROI. The company collaborates with Fortune 500 marketers to ensure that their advertising efforts meet key performance indicators and drive better marketing outcomes. Additionally, Marketing Evolution has a strategic partnership with R.R. Donnelley & Sons Company, further strengthening its capabilities in the marketing analytics space.
Uberflip
Debt Financing in 2016
Uberflip is a content experience platform that empowers marketing and sales to create engaging, relevant content destinations quickly for every campaign, audience, and stage of the customer journey. Marketers use our platform to scale how they incorporate content into every touchpoint and remove friction from the customer journey by surfacing the right content at the right time. For more information, visit uberflip.com
Pusher
Debt Financing in 2016
Pusher Ltd. is a provider of hosted API services that enable real-time bi-directional functionality through WebSockets for web and mobile applications, as well as other internet-connected devices. Founded in 2011 and based in London, the company offers a range of libraries, including a JavaScript client library for web and HTML5 applications. Pusher's platform facilitates the integration of features such as in-app notifications, activity streams, real-time dashboards, and live trackers. Additionally, it provides tools for debugging and authentication mechanisms for private channels, along with presence functionality to track online users. As of December 2020, Pusher operates as a subsidiary of MessageBird B.V.
Advisen
Debt Financing in 2016
Advisen Ltd. is a provider of data, analytics, and technology solutions tailored for the commercial property and casualty insurance market. Founded in 2000 and headquartered in New York City, the company offers a range of services including Loss Insight for evaluating losses, Insured Insight for underwriting optimization, and Market Insight for analyzing insurance trends and opportunities. Its Cyber OverVue product aids organizations in understanding their cyber risk profiles, while the Advisen Opportunity Scorecard identifies areas where insured entities may lack coverage compared to peers. Additionally, Advisen supports brokers and insurance professionals with tools like Client Insight for pricing and exposure data, and Policy Insight for comparing insurance policy wording. Serving over 500 clients, including leading insurers and risk management departments, Advisen leverages its proprietary data to enhance decision-making across the industry, making it a key player in the commercial insurance landscape.
TrueCommerce
Debt Financing in 2016
TrueCommerce, Inc. is a provider of electronic data interchange (EDI) solutions tailored for small and mid-tier companies. Founded in 1995 and headquartered in Cranberry Township, Pennsylvania, the company offers a comprehensive suite of services that includes data mapping software, network services, and support. TrueCommerce's solutions facilitate the creation of advance ship notices and UCC-128 barcode labels, while its accounting package integrates seamlessly with various business systems. The company's products, such as TrueCommerce Pack and Ship and TrueCommerce Foundry, enhance trading partner compliance and unify commerce across customers, suppliers, and channels. TrueCommerce serves a diverse range of industries, including banking, retail, healthcare, and government, helping businesses improve connectivity and operational efficiency within their supply chains.
CFN Enterprises
Debt Financing in 2016
CFN Enterprises Inc. is a digital media and e-commerce company focused on the legal cannabis, CBD, and psychedelics industries in the United States. The company operates CFN Media, a media network that provides various forms of sponsored content such as articles, press releases, videos, podcasts, and advertisements. Its media platforms include CannabisFN.com, the CannabisFN iOS app, and the CFN Media YouTube channel, among others. CFN Enterprises also offers services to assist private companies in preparing to go public and to help public companies expand their shareholder base through targeted marketing outreach. The company distributes its content across multiple online platforms, ensuring broad visibility and engagement for its clients. Founded in 2001 and based in Santa Monica, California, CFN Enterprises was previously known as Accelerize Inc. and rebranded in October 2019.
Reeher
Debt Financing in 2016
Reeher LLC, founded in 2002 and based in St. Paul, Minnesota, provides a cloud-based fundraising performance management platform tailored for colleges and universities in the United States. The company's Software-as-a-Service solution helps institutions streamline their fundraising campaigns by identifying potential investors and organizing various fundraising efforts. Reeher's services encompass content creation, performance management, and investor identification, enabling educational institutions to enhance their fundraising efficiency and achieve better results.
Perspecta
Debt Financing in 2016
Perspecta is a healthcare technology company that is reinventing how healthcare information flows. Our patent pending enterprise healthcare information management cloud dynamically streamlines complex network, plan and member information to deliver real-time data updates and transparency. By facilitating access to data for payers, providers and members, our customized solutions guide users through the most efficient pathway of care to proactively drive better care management, resource allocation, and cost containment for our partners in the health insurance and workers compensation markets. For over a decade, VIIAD has been a trusted partner of leading health insurers, third-party administrators, self-insured groups, healthcare systems, provider networks, and accountable care organizations, channeling healthcare transactions in a fully compliant environment to provide significant savings while improving healthcare quality and satisfaction.
Rev.io
Debt Financing in 2015
Rev.io, LLC is a software-as-a-service (SaaS) company based in Atlanta, Georgia, specializing in billing solutions for telecommunications and Internet of Things (IoT) sectors. Established in 2002, Rev.io focuses on providing comprehensive billing, customer management, and process automation services to clients worldwide, including those in cloud and subscription-based businesses. The company's platform enables users to manage complex billing operations, streamline customer account management, and automate workflows, significantly enhancing efficiency and accuracy. Additionally, Rev.io offers robust business intelligence tools that provide valuable insights into customer behavior and financial metrics, helping businesses make informed decisions. With features such as self-service portals and extensive integration capabilities, Rev.io empowers its customers to optimize their operations and drive revenue growth while minimizing errors and operational costs.
DATIS
Debt Financing in 2015
DATIS brings together the best in cloud technology, industry expertise, and superior customer service to help behavioral health organizations optimally manage their workforce. As a National Council Strategic Partner and the leading provider of Position Control, Human Resource, and Payroll Software-as-a-Service, the complete solution includes Timekeeping, Benefits Administration, Recruiting, Talent, Credential Management, and Workforce Analytics.
IntegriChain
Debt Financing in 2015
IntegriChain is a cloud-based channel management platform designed for life sciences suppliers, including many leading pharmaceutical manufacturers. The platform enables clients to efficiently manage supply chain relationships, inventories, and orders across a wide network of retailers, e-commerce, and distributors. By leveraging aggregated channel inventory and point-of-sale data, IntegriChain offers a suite of applications and analytics that enhance collaboration among customer operations, national accounts, and finance teams. This innovative approach provides an agile and mobile alternative to traditional enterprise resource planning systems. IntegriChain's solutions help to control distribution costs, improve product availability, and enhance revenue predictability, facilitating over $200 billion in annual U.S. commerce and two billion transactions each year. The company is supported by Accel-KKR, a prominent technology private equity firm.
StreamLink Software
Debt Financing in 2015
StreamLink Software-is a Software-as-a-Service company that develops grant management software for nonprofits and the public sector. Ther grants management solution, AmpliFund, is designed for managing every stage of the grant lifecycle and is at the forefront of automating grant compliance and data standardization in the public sector. It was founded in 2008 and is headquartered in Cleveland, Ohio.
ClearCompany
Debt Financing in 2015
ClearCompany, Inc. is a provider of talent management software that facilitates the connection between recruiting, onboarding, and performance management. Founded in 2004 and based in Boston, Massachusetts, with additional offices in San Francisco and Ft. Collins, the company offers a comprehensive talent platform that includes solutions for sourcing, applicant tracking, employee engagement, and performance management. ClearCompany serves various industries, including education, energy, finance, government, healthcare, hospitality, and retail. The company aims to enhance HR efficiency and streamline workflows, utilizing modern AI tools and best practices to support over 2,600 clients. By regularly updating its platform and training materials to reflect current HR trends, ClearCompany helps organizations effectively recruit, onboard, and retain talent, thereby contributing to business success.
Wiredrive
Debt Financing in 2015
Wiredrive is a cloud-based secure media sharing and collaboration company. Marketing teams, creative agencies, and executive producers for consumer lifestyle brands, commercial agencies, and production houses, rely on Wiredrive to organize their teams and digital assets to securely collaborate, find and share rich media. Wiredrive is tailored for rich media management with faster upload and download speeds, industry-specific workflows, complete custom branding, powerful search and retrieval, insights into user’s activities, and better account-level and system security. Wiredrive simplifies the review process, provides more control over asset distribution, and systematically archives final media assets to save time and money.
Updox
Debt Financing in 2015
Updox is a healthcare collaboration platform that offers a secure communication solution tailored for physicians and medical practices. The platform is fully integrated with electronic health record (EHR) systems and provides essential features such as a patient portal, integrated fax solutions, and secure messaging. Updox aims to enhance connectivity among independent physicians and healthcare providers by facilitating communication with patients, laboratories, and third parties. Its technology supports the importing and exporting of patient records, online document editing, creation of forms and templates, office workflow management, and credit card payment processing. By streamlining these processes, Updox enables healthcare professionals to communicate more efficiently and effectively, ultimately improving productivity while adapting to the evolving healthcare landscape.
FreeAgent
Debt Financing in 2015
FreeAgent Holdings plc is a UK-based provider of cloud-based accounting software solutions and mobile applications tailored for freelancers, small business owners, and accountants. Established in 2007 and headquartered in Edinburgh, the company offers a user-friendly platform that simplifies financial management for its clients. FreeAgent has gained recognition as one of the largest online accounting services in the UK, assisting thousands of users in managing their accounts efficiently. Since June 2018, it has operated as a subsidiary of National Westminster Bank Plc. The company's focus on creating a straightforward and stress-free accounting experience aims to transform how small businesses engage with their financial management.
Webgility
Debt Financing in 2015
Webgility, Inc., founded in 2007 and based in Scottsdale, Arizona, specializes in accounting automation software tailored for e-commerce brands, accountants, and NetSuite retailers. Its software streamlines financial processes by recording orders either individually or in summarized formats, integrating seamlessly with platforms like QuickBooks Online and NetSuite. The solution offers features such as sales forecasting, operational insights, and inventory management, allowing businesses to track metrics like average order value and growth rates. By centralizing financial data and automating workflows, Webgility enables multi-channel retail and e-commerce companies to reduce manual data entry and associated errors, thereby enhancing operational efficiency and supporting business growth.
indinero
Series B in 2015
inDinero, Inc. is a provider of cloud-based accounting and tax software tailored for small businesses and entrepreneurs in the United States. Founded in 2009 and headquartered in San Francisco, California, the company aims to streamline financial management by automating everyday bookkeeping tasks and offering essential financial insights. Its software features a flat pricing model and a user-friendly financial dashboard, allowing small and medium-sized enterprises to effectively manage their bookkeeping, categorize transactions, and conduct month-end and year-end reconciliations, as well as handle tax preparation and filing. In addition to software solutions, inDinero also offers bookkeeping and tax services, supported by a team of bookkeepers, accountants, and certified public accountants. With offices in multiple cities, including Portland, San Jose, Boston, Los Angeles, and New York, the company focuses on equipping businesses with the tools necessary to understand their financial health and make informed decisions.
Natural Insight
Debt Financing in 2015
Natural Insight operates a cloud-based workforce management platform designed to enhance communication and efficiency between employers and employees. Founded in 2003 and headquartered in Sterling, Virginia, with additional offices in Markham, Canada, and Birmingham, United Kingdom, the company serves a diverse clientele that includes retailers, consumer brands, consumer packaged goods (CPG) companies, merchandisers, and marketing agencies, both in the United States and internationally. The platform provides services such as on-demand staff scheduling, integrated timekeeping, project management, and analytics, enabling clients to effectively organize, manage, and analyze more than 60,000 workers worldwide. Since becoming a subsidiary of Movista Inc. in 2019, Natural Insight has continued to focus on improving field execution across the retail ecosystem, offering tools for payroll management, location verification, and fraud detection to drive better store performance and increase sales.
ProofHQ
Debt Financing in 2014
ProofHQ has been integrated into Workfront. ProofHQ is an online proofing solution for marketing teams of any size in any industry who need to deliver marketing projects faster and more efficiently. Brands, agencies and print service providers use ProofHQ to review and approve high volume, time-critical design work. Unlike email and hardcopy proofing, ProofHQ enables review teams to collaborate simultaneously on creative content. ProofHQ streamlines approval workflow and can be used across all media including print, digital and audiovisual. It measurably speeds up project delivery by 56% and significantly reduces management time by 59%, revisions by 29%, errors and costs.
Mineral
Debt Financing in 2014
Mineral is a company specializing in human resources solutions, focusing on HR compliance and best practices. By combining human expertise with advanced technology and data-driven insights, Mineral supports organizations in navigating complex HR challenges. The company's offerings aim to enhance compliance and streamline HR processes, ensuring that businesses can effectively manage their workforce while adhering to regulations.
Certica Solutions
Debt Financing in 2014
Certica Solutions provides compliance and accountability solutions for the K-12 education system. The company's data certification software, called Certify, enables education agencies to maximize funding, optimize regulatory reporting, and ensure compliance with education policies and mandates. Founded in 2001, Certica counts among its customers numerous school districts and educational service agencies nationwide.
CoverMyMeds
Debt Financing in 2013
CoverMyMeds is a free website and suite of integrated workflow tools that helps physicians and pharmacists complete prior authorization (PA) and other insurance coverage determination forms for any drug and almost all drug plans. PA is the process used by insurance companies to approve or reject prescriptions based on plan formulary. CoverMyMeds makes money by partnering with pharmaceutical manufacturers to improve patient access to branded medications.
imATHLETE
Debt Financing in 2013
ImAthlete can help you with online event registration, e-commerce, charitable fundraising, and other services. Everything is offered in a platform that is so simple to use that your cheeks will hurt from smiling. The company interfaces with social platforms in novel ways to help you generate engagement and conversions. Your members become your own marketing tools, registering their friends.
Clinicient
Debt Financing in 2013
Clinicient, Inc. is a technology company specializing in software solutions for outpatient rehabilitation clinics, particularly in the field of physical therapy. Founded in 1998 and headquartered in Portland, Oregon, Clinicient provides a range of products including TotalInsight, a comprehensive revenue cycle management solution that combines cloud-based electronic medical records (EMR) with outsourced billing services and data-driven coaching. Additionally, the company offers PracticeInsight, an integrated EMR and billing platform, along with InsightEMR, a customizable EMR tailored for therapy providers. Clinicient's services also encompass Medicare solutions, addressing functional limitation reporting and claims management. By streamlining patient registration, scheduling, clinical documentation, billing, and management reporting, Clinicient aims to enhance revenue optimization and reduce payment denials for its clients.
Monet Software
Debt Financing in 2013
Monet Software is a global provider of workforce optimization solutions for small and medium sized contact centers. Monet gives contact centers the solution to their biggest business issues: meeting service levels, delivering high-quality service and controlling payroll costs. We help businesses leverage their workforce investments for efficient deployment of critical resources and effectively manage its people-processes – significantly impacting customer service levels and business profitability.
LiquidPlanner
Debt Financing in 2013
LiquidPlanner, Inc. is a Seattle-based company that specializes in developing project management software solutions for technology teams globally. Founded in 2006, the company offers an automated scheduling and forecasting tool that enables users to plan and prioritize projects, assess the impact of changes across multiple projects, and evaluate associated resources and risks. Additionally, LiquidPlanner's collaboration features allow teams to share comments and documents, ensuring they remain updated on critical projects regardless of their location. The software provides predictive schedules and real-time visibility, enhancing overall team and business productivity through effective resource and risk management.
GradLeaders
Debt Financing in 2012
GradLeaders is the the market leader in recruitment and career services technology, connecting leading employers with job-seeking students and alumni from schools around the world. Their exclusive partnerships, extensive network, and industry-leading software solutions make us the 1 choice of companies seeking high-quality, best-fit, and diverse students to join their team. Their vision is to help millions of students find their dream job by providing student recruitment technology and career services expertise to universities and career centers.
iModules Software
Debt Financing in 2012
iModules provides technology solutions and services to help organizations achieve their missions and build meaningful relationships through member engagement and online communication. With more than 600 clients, iModules offers Encompass to deliver easy-to-use tools for managing Web site content, member data, and strategic communication. An industry leader since 2002, iModules has partnered with organizations worldwide to make a difference.
Clickability
Debt Financing in 2008
Clickability is an on demand Web Content Management (WCM).. The Clickability platform combines SaaS and Infrastructure as a Service (IaaS) to support the complete content lifecycle. Clickability enables businesses of all sizes to manage their marketing and media solutions more effectively in "the cloud." Clickability's hosted, multi-tenant delivery model also ensures organizations mitigate their environmental impact by maximizing energy efficiency and minimizing waste. Founded in 1999, Clickability is headquartered in San Francisco, with offices in New York and London. It was acquired by Limelight Networks (Nasdaq:LLNW) on May 2, 2011 in a deal valued at approx. $10m.
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