Zitara Technologies
Series A in 2024
Founded in 2019, Zitara Technologies specializes in predictive battery management software for electric vehicle fleets. Its platform offers real-time operations and analytics, enhancing safety and extending battery lifespan.
PointFive
Series A in 2024
PointFive is a developer of an actionable cloud cost efficiency platform aimed at eliminating cloud waste and enhancing cloud operations. The company offers solutions for deeper detection and collaborative repair that seamlessly integrate into teams' regular workflows. Its platform features systems for integration, comprehensive coverage, deep waste detection, and remediation orchestration, enabling engineers to optimize efficiencies and streamline their operations. Through its innovative approach, PointFive focuses on providing ongoing cloud cost savings to help organizations manage their cloud resources more effectively.
Logik.io develops high-performance headless configuration technology for enterprise businesses. Its platform eliminates operational limitations of traditional configurators, streamlining complex selling processes and enabling omnichannel e-commerce sales.
Second Front Systems
Series C in 2024
Second Front Systems develops software that facilitates government access to innovative commercial technologies for national security missions. Its flagship product, Atlas Fulcrum, enables identification, assessment, and secure deployment of these technologies. The company also offers program management services and High Technology Council, an enterprise consortium fostering collaboration between market players.
Glean develops an AI-based search engine software that connects enterprise data and generates answers through a tool integrated into any company's existing workflows. Its platform, Workplace Search, connects to internal data sources, enabling employees to find information and receive personalized answers using advanced search techniques, retrieval augmented generation, and large language models.
Zeck is a company that specializes in a board management platform aimed at enhancing board engagement and automating governance processes. Its application provides communication features tailored for meetings, offering customizable frameworks for organizing board sessions. The platform enables businesses to streamline their governance by automating the generation and approval of meeting minutes, facilitating secure voting, and managing document signing. Through these tools, Zeck helps organizations improve compliance and efficiency in their board management practices.
Orion Global Solutions
Venture Round in 2024
Orion Global Solutions is a cloud advisory firm headquartered in New York, specializing in customized cloud-based CRM solutions, primarily focusing on the Salesforce platform. Founded in 2015, the company assists businesses across various sectors, including real estate, financial services, healthcare, life sciences, manufacturing, and consumer packaged goods, in selecting and implementing the most suitable cloud technologies. Orion Global's team applies extensive technical expertise and industry best practices to enhance customer success and maximize return on investment. As a certified Salesforce partner, the firm offers comprehensive services, including assessment, implementation, support, and education, ensuring that clients effectively leverage cloud solutions to connect with their customers in innovative ways. The passionate team at Orion Global is dedicated to delivering results that exceed customer expectations.
Oleria specializes in identity security, offering a platform that proactively identifies and mitigates access-related risks. It provides continuous access reviews and remediation, delivering real-time visibility into organizational access postures to prevent breaches and protect digital assets.
Spiff Inc. is a developer of a cloud-based sales commission automation software designed to streamline and enhance the management of sales compensation. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's platform allows organizations to design and modify commission plans, create rules, and manage complex team structures with ease. The software provides sales representatives with personalized dashboards that track their performance against goals, offers detailed commission traces, and generates payroll reports. Utilizing machine learning, Spiff integrates seamlessly with various commission systems, including ERP, payments, and payroll, to minimize errors and ensure accurate data management. The solution is tailored for finance and sales operations, as well as sales and marketing teams, enabling businesses to optimize their commission structures and ultimately drive sales growth.
Cerby, Inc. is a cybersecurity company founded in 2020 and based in Alameda, California. It specializes in developing tools and applications aimed at managing access for disconnected applications and addressing the risks associated with Shadow IT. Cerby offers a comprehensive access management platform that leverages identity providers to automate security tasks and improve identity and access management processes. This platform eliminates the reliance on manual tools and compensating controls, streamlining tasks such as offboarding and two-factor authentication enrollment. With its patent-pending access orchestration engine, Cerby provides organizations with passwordless authentication capabilities and enhanced visibility over applications that do not conform to standard protocols. By automating these processes, Cerby enables identity teams to extend access, minimize security risks, and reduce operational costs while adhering to zero trust principles.
Typeface is a generative AI application for creating enterprise content. It enables organizations to accelerate the production of on-brand content by combining speed, brand personalization, and governance across the content lifecycle. The platform offers self-service content development tools that cover the entire lifecycle, enabling employees to craft content with ease, speed, and brand authenticity while maintaining consistency. Typeface provides proactive suggestions to improve content and helps enterprises uphold brand standards as content scales across teams.
Tribble
Pre Seed Round in 2023
Tribble is a technology company that specializes in developing autonomous agents for businesses. These agents integrate with existing systems, learn from company data, and perform actions within the tools already in use. The company's cloud-based platform aims to automate repetitive tasks, streamline business processes, and manage customer relationships, thereby reducing manual effort and enabling clients to focus on core business activities to drive growth and revenue.
Logik.io develops high-performance headless configuration technology for enterprise businesses. Its platform eliminates operational limitations of traditional configurators, streamlining complex selling processes and enabling omnichannel e-commerce sales.
Spiff Inc. is a developer of a cloud-based sales commission automation software designed to streamline and enhance the management of sales compensation. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's platform allows organizations to design and modify commission plans, create rules, and manage complex team structures with ease. The software provides sales representatives with personalized dashboards that track their performance against goals, offers detailed commission traces, and generates payroll reports. Utilizing machine learning, Spiff integrates seamlessly with various commission systems, including ERP, payments, and payroll, to minimize errors and ensure accurate data management. The solution is tailored for finance and sales operations, as well as sales and marketing teams, enabling businesses to optimize their commission structures and ultimately drive sales growth.
Biztory
Venture Round in 2023
Biztory is a data consultancy firm that specializes in helping organizations access and interpret their data more efficiently. The company provides a range of services, including deployment and support for tools like Tableau, Snowflake, Fivetran, and Salesforce. Biztory focuses on data transformation, analytics, and training, ensuring clients can derive actionable insights to meet their business objectives. As a Tableau Gold reseller, Biztory emphasizes a user-friendly approach to data management and analysis, offering comprehensive digital data strategies that cater to the unique needs of each organization.
Simpplr is a provider of an AI-powered employee experience platform that helps organizations deliver personalized, frictionless internal experiences and improve engagement. The platform unifies communication, recognition, collaboration, knowledge sharing, and internal processes within a single digital workplace, enabling employees to search knowledge articles, post questions, collaborate, and access onboarding and support resources. Simpplr is headquartered in Silicon Valley, California, with offices in the United Kingdom, Canada, and India.
NetBox Labs
Series A in 2023
NetBox Labs simplifies complex network management for operators through its open and composable products. Its flagship offering, NetBox Cloud, provides an enterprise-grade SaaS version of the open-source NetBox.
Oleria specializes in identity security, offering a platform that proactively identifies and mitigates access-related risks. It provides continuous access reviews and remediation, delivering real-time visibility into organizational access postures to prevent breaches and protect digital assets.
Apromore is a provider of process mining solutions aimed at enhancing organizational efficiency and effectiveness. The platform enables business teams to visualize, analyze, and improve existing processes by utilizing data from various enterprise systems. Apromore's technology is built on an open-source foundation and incorporates AI-driven capabilities, facilitating a user-friendly experience with a wide range of data connections. This allows organizations to identify inefficiencies, friction points, and compliance violations within their processes. By leveraging advanced data science techniques in a no-code environment, Apromore empowers teams to make informed decisions and achieve operational excellence, ultimately leading to improved customer experiences and better risk management.
Alation is a Redwood City, California-based provider of enterprise data intelligence platforms. Its flagship platform combines AI-driven data search and discovery with data governance, data stewardship, analytics, and digital transformation capabilities, along with privacy, risk, and compliance solutions. The platform supports metadata management and collaboration by linking data sources, usage, and lineage to guide self-service analytics and governance. By integrating machine learning with human insight, Alation helps organizations find the right data, understand its provenance, and govern its use, enabling faster, evidence-based decision making across teams.
Uptima
Venture Round in 2022
Uptima is a consulting firm focused on helping businesses identify and generate revenue. The company provides a range of services, including advisory services, change management, managed services, data integration, Salesforce billing, manufacturing cloud solutions, and DocuSign contract lifecycle management and e-signature. By offering these services, Uptima enables companies to optimize their operations, enhance service delivery, and improve profitability.
Genesis Global
Venture Round in 2022
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.
Zeals, a Japanese company, specializes in conversational commerce, serving over 400 large enterprises. It offers ZEALS Chatbot Commerce, enabling automated, human-like customer engagement via messaging apps.
LinearB is a leading provider of Software Engineering Intelligence (SEI) platforms, aimed at enhancing productivity and performance for engineering teams within modern enterprises. Established in 2018 and headquartered in Los Angeles, California, the company serves over 3,000 engineering leaders globally. LinearB's platform offers a suite of features that include workforce training analysis, organizational benchmarking, and priority-ranked improvement recommendations, all designed to leverage objective, data-driven insights. This enables organizations to enhance developer experience, optimize project delivery, and implement effective workflow automations. By translating engineering data into actionable insights, LinearB facilitates scalable and resilient operations while ensuring visibility into the business impact of engineering efforts.
Phennecs
Acquisition in 2022
Phennecs specializes in data anonymization for Salesforce sandboxes, focusing on the management of privacy-sensitive data. The company offers a platform that utilizes existing field metadata within Salesforce, requiring minimal additional configuration. This enables enterprises to ensure that personally identifiable information (PII) is automatically removed from their sandboxes, facilitating compliance with privacy regulations while still allowing for the population of essential data necessary for testing and validation purposes. By streamlining the process of data management, Phennecs helps organizations reduce the time spent on low-value tasks, thereby increasing efficiency and allowing developers and administrators to focus on more strategic activities.
WorkRamp is a software company specializing in enterprise learning solutions. It offers a cloud-based platform that enables businesses to onboard, train, and certify employees effectively. The platform facilitates real-time collaboration among managers, mentors, and team members, providing analytics tools for tracking progress and identifying knowledge gaps.
Theta Lake
Series B in 2022
Theta Lake develops an AI-based compliance application for video, audio, and unified digital communications. Its platform integrates with popular collaboration tools like Zoom, Microsoft Teams, Slack, and others to detect compliance risks in real-time.
Qodek
Pre Seed Round in 2022
Qodek is a technology company that specializes in marketing automation. It offers a platform designed to enhance customer relationship management and streamline contact outreach processes. The platform provides custom integrations to extract relevant data, simplify marketing tasks, and optimize workflows. Services range from web scraping to CRM enhancement and account mapping, helping clients save time and increase efficiency. Led by expert engineers, Qodek is committed to simplifying marketing processes for its clients.
Genesis Global
Series C in 2022
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.
Cerby, Inc. is a cybersecurity company founded in 2020 and based in Alameda, California. It specializes in developing tools and applications aimed at managing access for disconnected applications and addressing the risks associated with Shadow IT. Cerby offers a comprehensive access management platform that leverages identity providers to automate security tasks and improve identity and access management processes. This platform eliminates the reliance on manual tools and compensating controls, streamlining tasks such as offboarding and two-factor authentication enrollment. With its patent-pending access orchestration engine, Cerby provides organizations with passwordless authentication capabilities and enhanced visibility over applications that do not conform to standard protocols. By automating these processes, Cerby enables identity teams to extend access, minimize security risks, and reduce operational costs while adhering to zero trust principles.
Genesys
Private Equity Round in 2021
Genesys provides enterprise and customer engagement software and cloud platforms that help organizations deliver proactive, predictive, and hyper-personalized experiences across marketing, sales, and service channels. By integrating digital channels, AI, automation, and workforce management, the company enables omnichannel interactions and back-office modernization to improve employee productivity and engagement while accelerating revenue velocity. The platform supports organizations in industries such as retail, financial services, government, and healthcare, aiming to deepen customer connections, build trust, and foster loyalty through consistent, tailored experiences.
Klue is a B2B SaaS company that specializes in market and competitive intelligence, founded in 2015 by Jason Smith and Sarathy Naicker, and is based in Vancouver, Canada. The company offers a competitive enablement platform that assists sales and revenue teams in utilizing competitive intelligence to enhance their business outcomes. Klue's platform aggregates and organizes intelligence from various internal and external sources, providing actionable insights that help organizations navigate competitive environments effectively. By leveraging this curated intelligence, businesses can make informed decisions and improve their competitive positioning in the market.
Logik.io
Seed Round in 2021
Logik.io develops high-performance headless configuration technology for enterprise businesses. Its platform eliminates operational limitations of traditional configurators, streamlining complex selling processes and enabling omnichannel e-commerce sales.
Propel Software Solutions
Series C in 2021
PropelPLM is a provider of cloud-based Product Lifecycle Management (PLM) software designed to assist companies in their digital transformation efforts. The platform connects various stakeholders, systems, and processes involved in bringing products from concept to market. It serves as a centralized source of product information for the entire value chain, including sales and service teams, facilitating secure and transparent collaboration. This approach enables faster market delivery while enhancing customer satisfaction and meeting global compliance requirements. PropelPLM operates on the Salesforce platform, leveraging its modern cloud infrastructure to ensure a scalable and future-ready solution for businesses seeking to streamline their product development processes.
Leapwork A/S is a Denmark-based company specializing in automation solutions that streamline repetitive processes across various industries. Established in 2015 and headquartered in Frederiksberg, Leapwork offers a no-code visual automation platform designed for both business and technical users. This platform facilitates a range of automation capabilities, including software testing, robotic process automation, and application performance monitoring, catering to sectors such as finance, aerospace, and government. Leapwork's user-friendly interface allows enterprises to implement and scale automation efficiently, thereby enhancing productivity while reducing costs and risks. The company serves over 400 global clients, including prominent organizations like NASA, PayPal, and Daimler, and maintains additional offices in key locations such as London, San Francisco, Minsk, and Gurugram.
Yellow.ai
Series C in 2021
Yellow.ai is a global leader in enterprise-grade conversational AI, empowering businesses to engage customers at scale. Trusted by over 1000 enterprises across 85 countries, including prominent brands like Domino's, Sephora, and Hyundai, Yellow.ai's platform delivers human-like interactions through dynamic AI agents. It facilitates seamless customer engagement across various channels such as web, app, voice assistants, IVR, and email. Recognized by leading industry analysts, the company has raised over $102M from top-tier investors and operates in six countries.
Simpplr is a provider of an AI-powered employee experience platform that helps organizations deliver personalized, frictionless internal experiences and improve engagement. The platform unifies communication, recognition, collaboration, knowledge sharing, and internal processes within a single digital workplace, enabling employees to search knowledge articles, post questions, collaborate, and access onboarding and support resources. Simpplr is headquartered in Silicon Valley, California, with offices in the United Kingdom, Canada, and India.
Monday.com is a global technology company that develops and markets a customizable work management platform, known as the monday.com Work OS. This platform enables organizations across diverse industries to build and tailor software tools to fit their specific needs, fostering transparency and efficiency. With teams worldwide, monday.com serves over 152,000 customers in more than 200 countries, supporting various use cases and business verticals.
Alation is a Redwood City, California-based provider of enterprise data intelligence platforms. Its flagship platform combines AI-driven data search and discovery with data governance, data stewardship, analytics, and digital transformation capabilities, along with privacy, risk, and compliance solutions. The platform supports metadata management and collaboration by linking data sources, usage, and lineage to guide self-service analytics and governance. By integrating machine learning with human insight, Alation helps organizations find the right data, understand its provenance, and govern its use, enabling faster, evidence-based decision making across teams.
Spiff Inc. is a developer of a cloud-based sales commission automation software designed to streamline and enhance the management of sales compensation. Founded in 2017 and headquartered in Sandy, Utah, with an additional office in Mountain View, California, Spiff's platform allows organizations to design and modify commission plans, create rules, and manage complex team structures with ease. The software provides sales representatives with personalized dashboards that track their performance against goals, offers detailed commission traces, and generates payroll reports. Utilizing machine learning, Spiff integrates seamlessly with various commission systems, including ERP, payments, and payroll, to minimize errors and ensure accurate data management. The solution is tailored for finance and sales operations, as well as sales and marketing teams, enabling businesses to optimize their commission structures and ultimately drive sales growth.
Founded in 2019 by veteran entrepreneurs, Salto specializes in streamlining business application configuration. Its innovative solution automatically extracts configurations from various applications like Salesforce and NetSuite, translating them into a collaborative, version-control-friendly language called NaCl. This enables easy testing, tracking, and rollback of configuration changes across multiple platforms.
Astound Commerce
Venture Round in 2021
Astound Digital is a global e-commerce provider that specializes in delivering comprehensive digital commerce solutions to prominent brands and retailers. With a team of 400 skilled professionals, the company operates its own marketing and sales teams, ensuring direct collaboration with clients. Astound Digital's clientele includes renowned brands such as Adidas, Versace, and Crocs. The company offers e-commerce solutions across six enterprise-class platforms, including IBM WebSphere Commerce and Magento, enabling businesses to create flexible and high-traffic-capable online environments. Established in 1999, Astound Digital combines technology with customer engagement strategies and data analysis to optimize business performance and enhance customer experiences, ultimately driving revenue growth for its clients.
Unified Services
Venture Round in 2021
Unified Services, established in 2004 and based in Tokyo, Japan, specializes in developing cloud-based portal systems for enterprises. The company offers a range of services, including home healthcare solutions, cloud-based portal integration, and solutions for electric power distribution. It also provides value-added distribution services for startups in the United States and enterprise portal solutions that can be leveraged on-premise, in private clouds, or public clouds. Additionally, Unified Services offers consulting services to its clients.
Studist
Seed Round in 2021
Studist develops the Teachme Biz platform, enabling businesses to create and share standard operating procedure manuals using images and videos. Its mission is to minimize information loss during transmission within companies.
Genesis Global
Series B in 2021
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.
Beryl 8 Plus
Venture Round in 2021
Beryl8 is a prominent Salesforce Platinum Partner based in Asia, specializing in end-to-end solutions that extend beyond customer relationship management (CRM) to encompass comprehensive digital transformation. The company offers strategic consulting, design, and installation of software aimed at enhancing client operations and customer engagement. Beryl8's services are organized into two main segments: Strategy & Technology Consulting and Technology Support Services. By focusing on the unique needs of each client, Beryl8 aims to deliver tailored solutions that create sustainable value and foster competitive advantages in an evolving business landscape. Their expertise allows businesses to gain a 360-degree view of their customers, turning routine activities into opportunities and enabling clients to achieve peak performance.
Sitetracker
Series C in 2021
Sitetracker is a SaaS platform optimizing critical infrastructure lifecycle management. It enables efficient planning, deployment, maintenance, and growth of capital asset portfolios via AI, automation, and analytics.
Slack operates a cloud-based communication and collaboration platform for teams, enabling users to exchange messages, share files, integrate with business tools, and increase efficiency.
Acumen Solutions
Acquisition in 2020
Acumen Solutions is a global cloud consultancy that specializes in strategic consulting and innovative solutions aimed at enhancing business performance for its clients. The firm provides expertise in areas such as customer relationship management, business intelligence, enterprise resource planning, and enterprise transformation. With a focus on driving revenue growth and strengthening customer relationships, Acumen Solutions collaborates with Fortune 500 companies to develop tailored strategies that address complex challenges beyond technological fixes. Additionally, the company serves the public sector by streamlining operations and boosting productivity. Committed to social responsibility, Acumen Solutions also engages in initiatives that create sustainable impact within communities.
Founded in 2019 by veteran entrepreneurs, Salto specializes in streamlining business application configuration. Its innovative solution automatically extracts configurations from various applications like Salesforce and NetSuite, translating them into a collaborative, version-control-friendly language called NaCl. This enables easy testing, tracking, and rollback of configuration changes across multiple platforms.
Odaseva is a company specializing in data management solutions for large enterprises utilizing Salesforce. It offers a comprehensive cloud-based platform that focuses on data protection, privacy, and governance. The Odaseva Enterprise Data Security Platform is designed to ensure the confidentiality, integrity, and availability of critical business information by providing integrated security products and services. Key features of the platform include backup and recovery, archiving, monitoring of governor limits, and compliance support for regulations such as GDPR. By enabling businesses to take full control of their data, Odaseva helps eliminate risks and facilitates confident digital transformation.
Apisero
Seed Round in 2020
Apisero, Inc., headquartered in Chandler, Arizona, is a technology consulting firm specializing in solutions built on the MuleSoft and Salesforce platforms. Founded in 2016, the company provides a comprehensive range of services, including application development, system integration, training and certification, connector development, and advisory services. It caters to various industries such as retail, healthcare, financial services, travel, manufacturing, transportation, and higher education, both in the United States and internationally. As a Premier MuleSoft Consulting Partner, Apisero focuses on API-led connectivity and enterprise integration, aiming to help clients navigate digital transformation and enhance operational efficiency. The company's certified consultants are dedicated to delivering innovative, mission-critical solutions while fostering long-term relationships with clients to ensure their evolving needs are met.
Qatalog develops a virtual workspace that integrates disparate SaaS tools, allowing users to search across platforms, share updates, manage processes, and track goals. Incorporated in 2019, it is headquartered in London.
Elevate Security
Series A in 2020
Elevate Security, Inc. is a technology company that specializes in human risk management through its web-based platform designed to enhance organizational security. Founded in 2017 and headquartered in Berkeley, California, with an additional office in Quebec, Canada, the company focuses on shifting employee behavior in response to security threats to prevent breaches. Its platform identifies users who are most likely to engage in high-risk activities, such as causing ransomware attacks or data loss, and provides an interactive learning experience to help them understand the implications of their actions. By continuously tracking security behaviors and measuring changes over time, Elevate Security enables organizations to tailor security controls effectively and minimize the risk of incidents, thereby supporting enterprise growth initiatives.
Simpplr is a provider of an AI-powered employee experience platform that helps organizations deliver personalized, frictionless internal experiences and improve engagement. The platform unifies communication, recognition, collaboration, knowledge sharing, and internal processes within a single digital workplace, enabling employees to search knowledge articles, post questions, collaborate, and access onboarding and support resources. Simpplr is headquartered in Silicon Valley, California, with offices in the United Kingdom, Canada, and India.
Tanium
Venture Round in 2020
Tanium Inc. is a provider of security and systems management solutions designed for enterprises and government organizations. Founded in 2007 and headquartered in Kirkland, Washington, the company offers a comprehensive platform that enables real-time data collection and management of millions of endpoints. Its key offerings include the Tanium Endpoint Platform for securing and managing endpoints, as well as tools for asset tracking, software deployment, threat detection, and incident response. The platform enhances visibility and control, allowing security and IT teams to respond swiftly to potential threats and maintain business resilience. With applications in various industries, including banking and retail, Tanium also has strategic partnerships with firms like PwC and Palo Alto Networks. The company operates globally, with additional offices in several major cities across the United States and internationally.
Privitar Ltd. is an enterprise software company specializing in privacy-preserving data mining and advanced data anonymization solutions. Founded in 2014 and headquartered in London, the company serves a diverse global client base across North America, Europe, and Asia. Privitar's product suite includes Privitar Publisher, which allows organizations to securely manage and audit data access, and Privitar Lens, which facilitates the creation of privacy-preserving APIs for reporting and analytics. Additionally, its SecureLink system focuses on data de-identification, while the Privitar Data Privacy Platform enhances data utilization while safeguarding sensitive information. The company's technologies enable clients to analyze potentially sensitive data in compliance with regulations such as GDPR, CPRA, and HIPAA, thereby fostering data-driven innovation and maintaining customer privacy across various sectors, including finance, healthcare, telecommunications, and marketing.
Coastal Cloud
Venture Round in 2020
Coastal Cloud LLC is an information technology consulting firm headquartered in Palm Coast, Florida, with additional offices in Louisville, Kentucky, and Denver, Colorado. Founded in 2012, the company specializes in providing consulting, implementation, and managed services across various industries, including healthcare, public sector, manufacturing, nonprofit, education, telecommunications, high technology, and financial services. Coastal Cloud is recognized as the only platinum Salesforce consulting partner based in Florida, leveraging its expertise in Force.com and Salesforce.org to help clients transition from outdated systems to more flexible and cost-effective solutions. The firm offers a comprehensive range of services, including strategy and design, development, integration, migration, user training, and ongoing support. Coastal Cloud also has strategic partnerships with leading technology providers such as Salesforce, Tableau, Formstack, Nintex, and Avalara, enabling it to deliver tailored solutions that enhance enterprise operations and improve overall client effectiveness through cloud computing technologies.
Tutorial Inc. is a company based in Chiyoda, Japan, specializing in robotic process automation (RPA) software solutions. Founded in 2014, Tutorial develops and operates a cloud-based RPA platform known as "Robotic Crowd," which can be accessed through a web browser. In addition to its software offerings, Tutorial provides consulting services to assist organizations in the successful implementation of RPA technology. The company's focus is on facilitating the automation of business processes to enhance efficiency and productivity for its clients.
Privitar Ltd. is an enterprise software company specializing in privacy-preserving data mining and advanced data anonymization solutions. Founded in 2014 and headquartered in London, the company serves a diverse global client base across North America, Europe, and Asia. Privitar's product suite includes Privitar Publisher, which allows organizations to securely manage and audit data access, and Privitar Lens, which facilitates the creation of privacy-preserving APIs for reporting and analytics. Additionally, its SecureLink system focuses on data de-identification, while the Privitar Data Privacy Platform enhances data utilization while safeguarding sensitive information. The company's technologies enable clients to analyze potentially sensitive data in compliance with regulations such as GDPR, CPRA, and HIPAA, thereby fostering data-driven innovation and maintaining customer privacy across various sectors, including finance, healthcare, telecommunications, and marketing.
A5
Private Equity Round in 2020
Founded in 2004, A5 is a full-service solutions provider specializing in digital transformation for businesses. The company assists organizations in enhancing efficiency, productivity, and revenue through a structured approach known as the A5 process. This method identifies challenges within a brand, diagnoses issues, and implements tailored solutions, while also providing ongoing progress reporting to ensure long-term success. A5 offers a range of consulting services focused on critical areas such as the campaign-to-cash process and customer experience. Their expertise includes the implementation and support of various software systems, including configure-price-quote, sales force automation, sales performance management, master data management, and enterprise resource planning. By leveraging advanced digital technologies, A5 enables businesses to streamline operations and drive revenue growth.
Vlocity
Acquisition in 2020
Vlocity, Inc. specializes in developing industry-specific cloud and mobile software that facilitates digital transformation for businesses. Founded in 2014 and headquartered in San Francisco, California, Vlocity focuses on enhancing sales, service, and marketing efficiency while promoting operational agility and digital adoption. Its offerings include a range of applications tailored for various sectors, such as communications, media, health, insurance, energy, utilities, and government. Key products include Omniscript, which features drag-and-drop visual designers for data integration and script configuration, along with tools for customer order management and relationship management. Additionally, Vlocity provides comprehensive solutions such as Industry Console for streamlined customer interactions and Dataraptor for data transformations and transactional support. As of June 2020, Vlocity operates as a subsidiary of Salesforce.com, further enhancing its capabilities within the cloud software landscape.
Resily develops a cloud-based OKR (Objectives and Key Results) tool that helps businesses set strategies, plans, and track progress. Its platform facilitates communication and collaboration across teams by providing a mechanism for sharing actions towards achieving company goals.
Digital Asset
Series C in 2020
Digital Asset is a New York-based company that specializes in distributed ledger technology aimed at enhancing financial processes. Founded in 2014 by Don Wilson, Eric Saraniecki, Sunil Hirani, and Yuval Rooz, the company provides a platform known as Daml, which allows organizations to create multi-party solutions that integrate previously isolated systems into cohesive networks. This technology eliminates latency and reduces errors by ensuring consistent data across various stakeholders. Digital Asset primarily serves sectors such as financial services, healthcare, and insurance, and has collaborated with five of the top ten stock exchanges. The company is supported by a range of strategic investors, including prominent firms like Salesforce, Samsung, and J.P. Morgan, positioning it as a leader in the development of tools for secure and efficient asset tracking and settlement.
Catalant is a Boston-based software company that specializes in strategy execution solutions for global enterprises. Founded in 2013, the company's platform enables businesses to break down strategic objectives, access and deploy resources, collaborate, measure value, and improve processes. Catalant's network comprises over 65,000 experts and 1,000 firms, serving more than 30% of the Fortune 100. Additionally, Catalant offers a platform that connects private equity firms with business professionals.
WhiteSky Labs
Venture Round in 2019
WhiteSky Labs, established in 2009 and based in Sydney, Australia, is an IT company specializing in cloud-based business solutions. It offers a suite of off-the-shelf products, including an eBook Publishing System (SkyVUE), an eCampaign System (SkyBUZZ), a member management system (SkySMILE), an asset lease management system (SkyTRAK), a digital asset management solution (SkyDAM), and a learning management system (SkyTEACH). Additionally, WhiteSky Labs provides custom development services such as mobile app and website development, Mulesoft integration, and software development. The company serves various industries, including automotive, health and fitness, infrastructure, and real estate, helping clients centralize their business operations, sales, marketing, customer service, staff training, and asset management.
Minit is a technology company specializing in process intelligence software that aids organizations in analyzing, monitoring, and enhancing their internal processes. By automating the analysis of business workflows, Minit's software enables users to discover process bottlenecks, identify improvement opportunities, and conduct financial and business hours-aware analyses. This results in significant efficiency improvements, potentially reaching up to 30%, which can translate into substantial cost savings for businesses. Minit's client base is global, with a strong presence in Europe and an expanding footprint worldwide. The company, a spinoff from GRADIENT ECM, aims to make complex processes transparent and provide actionable insights across various industry sectors. Minit has garnered recognition for its innovative solutions, receiving multiple awards, including the BPM Next Innovation Award and the BPM Hot Vendor designation. Through its technology, Minit empowers organizations to enhance productivity and uncover cost-saving opportunities in their operations.
Tenfold enhances customer interactions by integrating real-time customer data into conversations via its intelligent desktop agent. This enables businesses to improve customer engagement across voice channels, leveraging the power of voice and intelligence of CRM.
Akeneo is a global leader in Product Experience Management (PXM) solutions, specializing in enhancing product information management (PIM) for merchants and brands. The company provides a platform that centralizes and harmonizes marketing and technical information for product listings, enabling retailers to deliver consistent and enriched experiences across various sales channels, including eCommerce, mobile, print, and retail points of sale. Akeneo's solutions improve the quality and accuracy of product data while simplifying the management of product catalogs. By offering validation workflows and data quality insights, Akeneo helps brands create meaningful connections with their customers.
ClickSoftware Technologies
Acquisition in 2019
ClickSoftware Technologies Ltd. is a software company specializing in workforce management and service operations, headquartered in Petach Tikva, Israel. Established in 1979, it provides a suite of solutions designed to optimize service scheduling and resource allocation for service organizations across various regions, including the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Key offerings include ClickSchedule for efficient service routing, ClickMobile for mobile workforce management, and ClickAnalyze and ClickDashboard for performance analytics. Additionally, ClickLocate assists in tracking field service personnel, while ClickContact manages customer interactions. By employing advanced algorithms, ClickSoftware's solutions enable service companies to streamline operations, reduce costs, and enhance customer satisfaction. As of October 2019, ClickSoftware operates as a subsidiary of Salesforce.com, Inc.
Blend Labs
Series E in 2019
Founded in 2012, Blend Labs designs and develops digital lending platforms that streamline mortgage, consumer loan, and deposit account applications. Serving over 300 financial institutions, including Wells Fargo and U.S. Bank, the company processes billions in loans daily, helping millions of consumers access credit.
PolSource
Series A in 2019
PolSource is a Salesforce Platinum Partner that specializes in customer success management and digital transformation. With a team of experienced and certified Salesforce experts, the company offers consulting and delivery services aimed at enhancing the customer journey from marketing to sales management. PolSource delivers industry-specific solutions that facilitate rapid transformation and measurable outcomes for various sectors, including Retail and Consumer Goods, Manufacturing, Automotive, and Technology. By focusing on customer success, PolSource enables businesses to improve their revenue and profitability through effective adoption of Salesforce solutions.
Astound Commerce
Venture Round in 2019
Astound Digital is a global e-commerce provider that specializes in delivering comprehensive digital commerce solutions to prominent brands and retailers. With a team of 400 skilled professionals, the company operates its own marketing and sales teams, ensuring direct collaboration with clients. Astound Digital's clientele includes renowned brands such as Adidas, Versace, and Crocs. The company offers e-commerce solutions across six enterprise-class platforms, including IBM WebSphere Commerce and Magento, enabling businesses to create flexible and high-traffic-capable online environments. Established in 1999, Astound Digital combines technology with customer engagement strategies and data analysis to optimize business performance and enhance customer experiences, ultimately driving revenue growth for its clients.
Sign In Enterprise
Series A in 2019
Traction Guest Inc. specializes in a cloud-based visitor management system that helps enterprises enhance their visitor experiences while improving security. Founded in 2015 and headquartered in Burnaby, Canada, the company offers a highly customizable platform that allows organizations to tailor sign-in processes according to their specific needs. This system serves a diverse range of industries, including offices, events, field services, recreation centers, research facilities, and manufacturing sites. Key features include a central administration platform, instant legal document signing, automatic badge printing, and integration with Salesforce. Traction Guest's solutions are utilized by leading global brands, empowering them to create safe, secure, and efficient on-site experiences for both employees and visitors.
Privitar Ltd. is an enterprise software company specializing in privacy-preserving data mining and advanced data anonymization solutions. Founded in 2014 and headquartered in London, the company serves a diverse global client base across North America, Europe, and Asia. Privitar's product suite includes Privitar Publisher, which allows organizations to securely manage and audit data access, and Privitar Lens, which facilitates the creation of privacy-preserving APIs for reporting and analytics. Additionally, its SecureLink system focuses on data de-identification, while the Privitar Data Privacy Platform enhances data utilization while safeguarding sensitive information. The company's technologies enable clients to analyze potentially sensitive data in compliance with regulations such as GDPR, CPRA, and HIPAA, thereby fostering data-driven innovation and maintaining customer privacy across various sectors, including finance, healthcare, telecommunications, and marketing.
Simpplr is a provider of an AI-powered employee experience platform that helps organizations deliver personalized, frictionless internal experiences and improve engagement. The platform unifies communication, recognition, collaboration, knowledge sharing, and internal processes within a single digital workplace, enabling employees to search knowledge articles, post questions, collaborate, and access onboarding and support resources. Simpplr is headquartered in Silicon Valley, California, with offices in the United Kingdom, Canada, and India.
Sitetracker
Series B in 2019
Sitetracker is a SaaS platform optimizing critical infrastructure lifecycle management. It enables efficient planning, deployment, maintenance, and growth of capital asset portfolios via AI, automation, and analytics.
Studist
Venture Round in 2019
Studist develops the Teachme Biz platform, enabling businesses to create and share standard operating procedure manuals using images and videos. Its mission is to minimize information loss during transmission within companies.
MapAnything
Acquisition in 2019
MapAnything, Inc. is a geo-productivity software company that develops solutions designed to enhance productivity and planning for businesses using Salesforce and ServiceNow. Founded in 2006 and based in Charlotte, North Carolina, with additional offices in Atlanta, Sydney, and London, MapAnything offers a suite of applications that include mapping, route planning, and territory management. Its flagship product, MapAnything, provides tools for field productivity, prospecting, and business process automation. The company also offers specialized solutions like MapAnything Live for IoT workflows and vehicle telematics, and MapAnything for ServiceNow, which focuses on IT service and asset management. With a diverse customer base exceeding 1,400 clients across various sectors—including financial services, healthcare, technology, and government—MapAnything is recognized as a Gold Salesforce App Innovation Partner and has received accolades for its innovative location analytics. The company, formerly known as Cloudbilt, Inc., rebranded in 2015 and operates as a subsidiary of Salesforce.
Salesforce
Acquisition in 2019
Salesforce is a cloud-based software company that provides enterprise customer relationship management software and applications on a subscription basis. It designs and develops cloud-based enterprise software for sales, customer service, marketing automation, e-commerce, analytics, and application development, offering a comprehensive suite including Service Cloud, Marketing Cloud, Commerce Cloud, MuleSoft for data integration, and the Salesforce Platform. Its Customer 360 platform unifies customer data across systems, apps, and devices to help organizations sell, service, market, and conduct commerce more effectively.
Voicea
Convertible Note in 2019
Voicea is a technology company that specializes in developing artificial intelligence-based voice assistant software designed to enhance workplace productivity. Founded in 2016 and headquartered in Menlo Park, California, the company offers its flagship product, EVA, an Enterprise Voice Assistant that serves as an intelligent meeting facilitator. EVA listens to meetings, takes notes, and identifies key decisions and action items, making discussions searchable and actionable. By leveraging advanced AI and speech recognition technologies, Voicea aims to help professionals conduct more efficient and effective meetings. In December 2018, the company rebranded from Voicera and has since operated as a subsidiary of Cisco Systems, Inc.
Vlocity, Inc. specializes in developing industry-specific cloud and mobile software that facilitates digital transformation for businesses. Founded in 2014 and headquartered in San Francisco, California, Vlocity focuses on enhancing sales, service, and marketing efficiency while promoting operational agility and digital adoption. Its offerings include a range of applications tailored for various sectors, such as communications, media, health, insurance, energy, utilities, and government. Key products include Omniscript, which features drag-and-drop visual designers for data integration and script configuration, along with tools for customer order management and relationship management. Additionally, Vlocity provides comprehensive solutions such as Industry Console for streamlined customer interactions and Dataraptor for data transformations and transactional support. As of June 2020, Vlocity operates as a subsidiary of Salesforce.com, further enhancing its capabilities within the cloud software landscape.
Odaseva is a company specializing in data management solutions for large enterprises utilizing Salesforce. It offers a comprehensive cloud-based platform that focuses on data protection, privacy, and governance. The Odaseva Enterprise Data Security Platform is designed to ensure the confidentiality, integrity, and availability of critical business information by providing integrated security products and services. Key features of the platform include backup and recovery, archiving, monitoring of governor limits, and compliance support for regulations such as GDPR. By enabling businesses to take full control of their data, Odaseva helps eliminate risks and facilitates confident digital transformation.
Simplus is a Platinum Salesforce partner focused on quote-to-cash implementations and enterprise-wide digital transformation. The company offers a range of services, including advisory, implementation, change management, and custom configuration, as well as managed services. Additionally, Simplus develops cloud integration software that helps organizations streamline workflows and business processes. Its proprietary integration platform provides data synchronization services that facilitate the integration of data, allowing clients to efficiently manage and move data between systems without unnecessary complexity. Through these capabilities, Simplus supports businesses in achieving operational efficiency and enhanced productivity.
Alation is a Redwood City, California-based provider of enterprise data intelligence platforms. Its flagship platform combines AI-driven data search and discovery with data governance, data stewardship, analytics, and digital transformation capabilities, along with privacy, risk, and compliance solutions. The platform supports metadata management and collaboration by linking data sources, usage, and lineage to guide self-service analytics and governance. By integrating machine learning with human insight, Alation helps organizations find the right data, understand its provenance, and govern its use, enabling faster, evidence-based decision making across teams.
Scout RFP
Series C in 2019
Scout RFP Inc. is a cloud-based sourcing platform that specializes in automating the enterprise buying process for both buyers and suppliers. Founded in 2013 and headquartered in San Francisco, California, the platform facilitates the management of requests for proposals and buying events across various sectors, including engineering, finance, and software development. By streamlining procurement processes, Scout RFP enhances collaboration among stakeholders and suppliers, providing improved visibility and centralized management of projects. The platform equips Chief Procurement Officers with the necessary tools to drive profitability and transform their organizations, ultimately leading to better business outcomes. In December 2019, Scout RFP became a subsidiary of Workday, Inc.
Akeneo
Corporate Round in 2018
Akeneo is a global leader in Product Experience Management (PXM) solutions, specializing in enhancing product information management (PIM) for merchants and brands. The company provides a platform that centralizes and harmonizes marketing and technical information for product listings, enabling retailers to deliver consistent and enriched experiences across various sales channels, including eCommerce, mobile, print, and retail points of sale. Akeneo's solutions improve the quality and accuracy of product data while simplifying the management of product catalogs. By offering validation workflows and data quality insights, Akeneo helps brands create meaningful connections with their customers.
Tenfold enhances customer interactions by integrating real-time customer data into conversations via its intelligent desktop agent. This enables businesses to improve customer engagement across voice channels, leveraging the power of voice and intelligence of CRM.
Unified Services
Venture Round in 2018
Unified Services, established in 2004 and based in Tokyo, Japan, specializes in developing cloud-based portal systems for enterprises. The company offers a range of services, including home healthcare solutions, cloud-based portal integration, and solutions for electric power distribution. It also provides value-added distribution services for startups in the United States and enterprise portal solutions that can be leveraged on-premise, in private clouds, or public clouds. Additionally, Unified Services offers consulting services to its clients.
Propel Software Solutions
Series B in 2018
PropelPLM is a provider of cloud-based Product Lifecycle Management (PLM) software designed to assist companies in their digital transformation efforts. The platform connects various stakeholders, systems, and processes involved in bringing products from concept to market. It serves as a centralized source of product information for the entire value chain, including sales and service teams, facilitating secure and transparent collaboration. This approach enables faster market delivery while enhancing customer satisfaction and meeting global compliance requirements. PropelPLM operates on the Salesforce platform, leveraging its modern cloud infrastructure to ensure a scalable and future-ready solution for businesses seeking to streamline their product development processes.
Kooltra is a technology company that develops an enterprise cloud platform for foreign exchange brokerages and financial institutions, enabling FX services and cross-border payments while digitizing and automating post-trade operations across capital markets. Its software offers cash management, customer relationship management, transaction processing, risk management, and business intelligence, helping manage foreign exchange brokerage, streamline processes, reduce human error, and improve security by connecting with customers and partners. The company is headquartered in Toronto, Canada and was founded in 2012.
Gospel Technology
Series A in 2018
Gospel Technology is a London‑based software company that provides an enterprise data management platform built on private, permissioned blockchain technology. The platform enables organisations to store, protect, and control sensitive data from legacy systems, live feeds, and other permissioned sources. By applying granular, dynamic access controls at the data level, it allows only authorised users or applications to retrieve the right information at the right time, reducing manual workarounds, data breaches, and human error. The immutable, traceable nature of the blockchain removes the need for costly and complex traditional security infrastructures while maintaining data integrity. Founded in 2016, the company positions itself as a practical solution for secure data distribution in modern business environments.
Tutorial
Corporate Round in 2018
Tutorial Inc. is a company based in Chiyoda, Japan, specializing in robotic process automation (RPA) software solutions. Founded in 2014, Tutorial develops and operates a cloud-based RPA platform known as "Robotic Crowd," which can be accessed through a web browser. In addition to its software offerings, Tutorial provides consulting services to assist organizations in the successful implementation of RPA technology. The company's focus is on facilitating the automation of business processes to enhance efficiency and productivity for its clients.
Sitetracker
Series B in 2018
Sitetracker is a SaaS platform optimizing critical infrastructure lifecycle management. It enables efficient planning, deployment, maintenance, and growth of capital asset portfolios via AI, automation, and analytics.
Rootstock Software
Convertible Note in 2018
Rootstock Software is a developer of cloud-based enterprise resource planning (ERP) software that caters to manufacturers, distributors, and various organizations. Established in 2008 and headquartered in San Ramon, California, the company provides a comprehensive suite of solutions designed to enhance operational performance and manage costs for mid-market to large enterprises. Its offerings include sales order management, purchase order management, production engineering, inventory control, and material requirements planning, among other services. These tools enable clients to operate efficiently and support their growth in a competitive marketplace.
Conga
Venture Round in 2018
Conga develops cloud-based software to turn Salesforce data into ready-to-use documents and insights, supporting the quote-to-cash lifecycle. Its Conga Suite includes document generation, reporting, and revenue management tools that automate creation, sharing, and approval of documents, and optimize revenue operations. The platform enables users to leverage data for decisions across sales, finance, and operations, improving efficiency and accuracy in documentation and transactions. Founded in 2006 by Mark Whiteside and Michael Markham and based in Broomfield, Colorado, Conga serves customers worldwide across industries.
Sign In Enterprise
Venture Round in 2018
Traction Guest Inc. specializes in a cloud-based visitor management system that helps enterprises enhance their visitor experiences while improving security. Founded in 2015 and headquartered in Burnaby, Canada, the company offers a highly customizable platform that allows organizations to tailor sign-in processes according to their specific needs. This system serves a diverse range of industries, including offices, events, field services, recreation centers, research facilities, and manufacturing sites. Key features include a central administration platform, instant legal document signing, automatic badge printing, and integration with Salesforce. Traction Guest's solutions are utilized by leading global brands, empowering them to create safe, secure, and efficient on-site experiences for both employees and visitors.
Opendatasoft
Venture Round in 2018
OpenDataSoft provides a comprehensive data-sharing platform that enables organizations to publish, manage, visualize, and share their data effectively. The company's software-as-a-service (SaaS) solution serves as a centralized hub, allowing users to access and analyze data in various formats. By facilitating data publishing and application programming interface management, OpenDataSoft empowers teams to create engaging digital experiences and fosters collaboration through data reuse. The platform aims to accelerate digital transformation, enhance operational efficiency, and help organizations derive value from their data by promoting a culture of sharing and accessibility.
MuleSoft
Acquisition in 2018
MuleSoft provides a software platform called Anypoint Platform that enables organizations to connect applications, data, and devices through API-led connectivity, creating application networks that integrate SaaS, on-premises, cloud, mobile, and data sources. Using APIs as the digital glue, the platform supports reusable building blocks to compose applications and facilitate secure data sharing across environments. Founded in 2006 and headquartered in San Francisco, MuleSoft operates as part of Salesforce and has alliances with strategic partners such as IQVIA. The company helps re-architect legacy and proprietary systems to improve agility and enable rapid integration across enterprise ecosystems.
CloudCraze
Acquisition in 2018
CloudCraze, established in 2009 and headquartered in Chicago, Illinois, specializes in enterprise-level B2B and B2C e-commerce solutions. It develops and delivers these solutions natively on the Salesforce cloud platform, enabling businesses to rapidly deploy mobile-ready storefronts, generate online revenues, and engage customers across commerce, content, and community. CloudCraze's platform seamlessly integrates e-commerce with customer relationship management (CRM), providing a 360-degree view of the customer and facilitating data and process sharing within a single Salesforce instance. It operates as a subsidiary of Salesforce.com, Inc., and is a Platinum Salesforce ISV Partner, serving prominent clients such as Coca-Cola, Avid, and L'Oréal.