Serent Capital is a private equity firm established in 2008 and headquartered in San Francisco, California. The firm specializes in investing in successful companies that provide effective solutions to meet customer needs, primarily focusing on software-as-a-service and service business models across various sectors, including business services, education, finance, and healthcare. By targeting established businesses, Serent Capital aims to support their growth and navigate the evolving challenges they encounter. As a Registered Investment Adviser, the firm is dedicated to fostering the development of its portfolio companies while delivering value to its investors.
PlotBox is a developer of a cemetery management software used to facilitate cemeteries operation services. Its software offers records management that bring all deceased records together into a quickly searchable database that includes images of headstones and paper records, generate pre and at-need contracts with ease, interpret financial data as well as manages all the administration related to burials and cremations including finance and reporting that enable clients to generate leads and revenue for cemeteries and improves service levels for families.
Casino Cash Trac
Private Equity Round in 2025
Casino Cash Trac specializes in providing comprehensive accounting solutions for the casino industry through its flagship product, Casino Insight. This suite of tools is designed to manage the entire accounting operations of casinos, offering valuable insights from vault management to general ledger reporting. In addition to accounting functions, Casino Insight also incorporates business intelligence and campaign management features, enabling casinos to optimize their financial performance and operational efficiency. By focusing on the unique needs of the gaming sector, Casino Cash Trac aims to enhance financial oversight and streamline overall accounting processes for its clients.
Finys
Private Equity Round in 2024
Finys Software Suite for Property and Casualty Carriers from Innovative Computer Systems, Inc.
Harper
Private Equity Round in 2024
Harper takes the "stack" out of "tech stack" by combining ultra-fast data storage, caching, application, and streaming systems into a single, distributed technology. This eliminates the need for complex integrations between distributed systems, latency-inducing network hops, and time-consuming development cycles that plague other distributed system strategies. With Harper, you can deliver services previously considered unfeasible to build and maintain. Its exceptional performance, ultra-low latency, radical simplicity, and unmatched cost efficiency make it a game-changer for global-scale service delivery. Share your backend service requirements with us, and we'll demonstrate how a distributed systems technology can simplify and accelerate your mission-critical services.
Traumasoft
Private Equity Round in 2024
Traumasoft is focused on the design and delivery of connected, web-based solutions for the emergency medical service industry. Traumasoft was founded in 2006 by EMS and software development professionals each with more than 20 years of experience. Frustrated by the lack of automation in EMS operations, Traumasoft is determined to make EMS operations more efficient, more cost-effective, more customer and employee friendly, and higher revenue producing. Traumasoft is headquartered in Kalamazoo, MI and employs people with a passion for EMS and a dedication to high quality solutions. The company is built on a foundation of hard work, strong ethics and superior customer support. Traumasoft is driven by innovation and a desire to streamline all facets of EMS operations. Let us know what you think of our solutions and please share any new ideas you have.
EmployerDirect Healthcare
Secondary Market in 2023
“Surgery Plus has been a valuable benefit in helping us to both reduce our costs and improve the overall perception of our benefit programs to our employees. We have achieved significant savings off of carrier negotiated discounts and the employees have had very positive medical experiences. I highly recommend the program!”
BS&A Software
Acquisition in 2023
BS&A Software is a developer of enterprise resource planning (ERP) software tailored specifically for local governments in the United States. Founded in 1987, the company offers a comprehensive platform that manages various aspects of municipal operations, including financial management, human resources, community development, utilities management, and tax assessment. With over 2,000 municipal clients and more than 7,500 software installations, BS&A Software provides integrated solutions that help streamline processes and improve efficiency. The company's focus areas include financial management and utility billing, property assessment and tax administration, internet services, and community development. BS&A Software is recognized for its user-friendly interface and exceptional customer support, ensuring that local government entities can effectively manage their operations in a cloud-based environment.
LinkIt!
Series A in 2022
LinkIt! is a data-driven software platform designed for schools and K-12 service providers. Their services include assessment solutions, data warehousing, intervention management, navigator analytics, professional development and support, data privacy, and security.
DirectShifts
Venture Round in 2022
DirectShifts is a recruitment platform focused on modernizing healthcare recruiting. Founded by a team of physicians and entrepreneurs, the company addresses significant challenges faced by medical professionals, including loss of autonomy and administrative burdens. DirectShifts leverages artificial intelligence to simplify the hiring and onboarding process, making it easier for healthcare facilities to match clinicians with short-term shift work. By streamlining these processes, DirectShifts aims to enhance the connection between healthcare providers and patients, ultimately allowing clinicians to focus on delivering better care.
Studio Designer
Private Equity Round in 2022
Studio Designer is a technology company focused on providing project management, product sourcing, and accounting solutions tailored for the interior design industry. Its platform features an all-in-one project management system, a client collaboration portal, and specialized accounting software, all designed to enhance productivity and facilitate growth for designers. By streamlining processes and offering essential tools, Studio Designer aims to help interior design professionals save time and effectively manage their projects, ultimately improving service delivery to clients.
ManageAmerica
Private Equity Round in 2022
ManageAmerica provides services in the manufactured housing, recreational vehicle, apartment, commercial, industrial, storage, and other real estate asset sectors, we’ve been able to meet our customers’ ever-changing business needs with unrivaled experience and insight.
BirchStreet Systems
Private Equity Round in 2022
BirchStreet Systems, Inc. is a developer of a cloud-based procure-to-pay platform that serves customers in the United States and internationally. Founded in 2002 and based in Newport Beach, California, the company provides a suite of software applications designed to optimize procurement processes across various industries, including hospitality, food service, healthcare, and education. Its offerings include an eProcurement system for supplier management, an Accounts Payable Automation module that streamlines invoice processing, an Inventory Control application for tracking costs, and a Recipe Management System for food cost management. Additionally, BirchStreet Systems offers analytics tools to generate detailed purchasing reports, along with implementation, training, and support services. The company has established partnerships with organizations like BankServ and Avendra, enhancing its service capabilities. BirchStreet Systems also maintains offices in New Delhi, India, and Frankfurt, Germany.
ParentSquare
Private Equity Round in 2021
ParentSquare, Inc. operates an online communication platform aimed at enhancing the connection between schools and families to improve student outcomes and overall school success. Founded in 2011 and based in Goleta, California, the platform facilitates school-to-home communication through features such as news sharing, school and class directories, event calendars, volunteer scheduling, and tools for committees. By providing these resources, ParentSquare enables schools, teachers, parents, and children to foster a collaborative school community, thereby promoting effective interaction and relationship building among all stakeholders involved in education.
WorkWave
Private Equity Round in 2021
WorkWave is a company that specializes in providing innovative software and fintech solutions tailored for service professionals in various industries, including lawn care, pest control, commercial cleaning, and security. With a customer base exceeding 8,000 worldwide, WorkWave offers comprehensive Software as a Service (SaaS) solutions that facilitate essential business operations, such as customer acquisition, mobile communications, billing, and invoicing. The company also features WorkWave GPS, which provides web-based fleet management services, including GPS tracking and vehicle monitoring. With a commitment to empowering mobile service workers, WorkWave leverages decades of industry experience and a passionate team to support its clients in optimizing their businesses and achieving growth.
Education Advanced
Private Equity Round in 2021
Education Advanced specializes in developing operations management and workflow software tailored for educators and administrators. The company's platform is designed to streamline various processes, including student planning, scheduling, curriculum development, and testing. By addressing significant resource management challenges, Education Advanced enables teachers and staff to allocate more time and resources toward meeting student needs effectively. The organization aims to promote educational excellence and ensure equal access, ultimately fostering student achievement and enhancing competitiveness in the educational landscape.
BQE Software
Private Equity Round in 2021
Founded in 1995, BQE Software, Inc. released the first version of its flagship product, BillQuick®, in 1996. BQE has subsequently grown BillQuick into a leading time billing and project management software solution. BQE develops products for the professional services industry that completely automates timekeeping, project management and billing processes. BillQuick, with a user base of over 250,000, adapts to accounting, architectural, engineering, law, IT consulting, business consulting and other professional firms.
Zollege Healthcare Career Schools
Venture Round in 2021
Our mission is to help build the next generation of healthcare workers by making education accessible to all. We help students achieve rewarding careers without the sacrifices and barriers of traditional higher education programs. We offer accelerated medical assistant and dental assistant training programs, where students learn top-rated curriculum from passionate medical and dental assistant professionals. We connect learning and real-world experience through interactive lesson plans and labs taught in active medical and dental facilities. Our programs spark opportunities and help students achieve the future they’re capable of without having to attend years of schooling. We currently have over 130 program locations operating throughout the U.S. and are growing daily. Interested in partnering with Zollege Healthcare Career School? Get in touch with us today at info@zollege.com
Book4Time
Venture Round in 2021
Book4Time is a provider of cloud-based management software tailored for the hospitality and wellness industries, including hotels, resorts, casinos, spas, and fitness centers. The company specializes in spa management, activity scheduling, and revenue management solutions. Its software facilitates booking, inventory management, and payment processing, enabling clients to streamline operations and enhance customer experiences. By offering comprehensive tools for recreation management and membership programs, Book4Time supports businesses in optimizing their resources and maximizing revenue.
XDimensional Technologies
Venture Round in 2021
XDimensional Technologies provides products and consulting services for the distribution of insurance products. It offers Nexsure, an Internet-based customer relationship management, sales force automation, and business management solution for insurance agencies by operating as an application service provider.
Procurement Partners
Private Equity Round in 2020
Procurement Partners, LLC, based in Brookfield, Wisconsin, specializes in e-procurement and invoice automation solutions. Established in 2010, the company offers a comprehensive procure-to-pay (P2P) system that streamlines ordering and invoicing processes for organizations, particularly in the healthcare sector. Its platform features a range of capabilities, including budget management, general ledger coding, accounts payable integration, and automated invoice auditing. By providing a flexible portal that captures 100% of invoices, Procurement Partners aims to reduce off-contract spending and enhance efficiency in purchasing operations. The company's commitment to serving clients and vendors of all sizes has contributed to its rapid growth in various markets.
EmployerDirect Healthcare
Venture Round in 2020
“Surgery Plus has been a valuable benefit in helping us to both reduce our costs and improve the overall perception of our benefit programs to our employees. We have achieved significant savings off of carrier negotiated discounts and the employees have had very positive medical experiences. I highly recommend the program!”
Actionstep
Venture Round in 2020
Actionstep Inc is a provider of cloud-based legal practice management software tailored for small to mid-sized law firms and legal practitioners in the United States. Founded in 2004 and based in Richmond, Virginia, the company offers a comprehensive suite of tools designed to automate routine legal processes. This includes functionalities for accounting, client billing, matter management, document management, and conflict checking, among others. Actionstep's software also features workflow automation and integrates with Microsoft Office, enhancing user experience and operational efficiency. Additionally, the company provides a mobile application to facilitate access to its services. Through its customizable platform, Actionstep aims to improve the productivity and profitability of law firms by streamlining both case management and administrative tasks.
Quorum Analytics
Venture Round in 2020
Quorum is a public affairs software company that provides a platform designed to enhance legislative strategy and data analysis. Founded in 2014 and headquartered in Washington, D.C., with an office in Brussels, Quorum assists public affairs professionals in navigating the complexities of legislative processes across the U.S. Congress, all state legislatures, major cities, and the European Union. Its software offers comprehensive insights into elected officials, passed legislation, and voting records, enabling users to streamline their workflows and improve efficiency. Quorum serves a diverse clientele, including Fortune 500 companies, trade associations, advocacy groups, embassies, nonprofits, and various government agencies, delivering tailored solutions that support informed decision-making in public affairs.
Landscape Management Network
Venture Round in 2020
Landscape Management Network Inc. is a Canadian company founded in 2009, specializing in business management software tailored for landscapers. Based in Markham, the company provides a comprehensive suite of tools that includes mobile estimating, job planning, timekeeping, and job costing. Its software facilitates budgeting, scheduling, and invoicing, enabling landscape contractors to streamline their operations and enhance productivity. Additionally, Landscape Management Network offers integration with QuickBooks for payroll and invoice management, further supporting the financial aspects of landscape businesses. As a subsidiary of Caterpillar Inc., the company leverages its parent’s resources to strengthen its offerings in the landscape management sector.
Sceptre Hospitality Resources
Private Equity Round in 2020
Sceptre Hospitality Resources, LLC, known as SHR, is a provider of advanced software solutions for the hospitality industry, focusing on enhancing operational efficiency and guest experiences. Established in 2012 and headquartered in Houston, Texas, with additional offices in Singapore and Barcelona, SHR offers a range of products including Windsurfer, a central reservation system designed for independent, group, and chain hotels to effectively manage distribution and internet booking engines. The company also provides revenue management solutions such as SHR Wave, a comprehensive revenue management system, and SHR RMH, a revenue management for hire service. Additionally, SHR Maverick serves as a customer relationship management tool to enhance guest engagement. Other offerings include Windsurfer CRO Voice, a cloud-based application for real-time booking information, and SHR Windsurfer Analytics, which delivers actionable insights through customizable reporting options. By serving various segments of the hospitality market, including casino hotels and global chains, SHR aims to provide flexibility and innovative technology tailored to the unique needs of hoteliers.
ePayPolicy
Private Equity Round in 2020
ePayPolicy is an online insurance payment company that offers a platform designed to simplify the collection of insurance payments. The company provides a personal payment gateway that enables insurance agencies and brokers to securely process and accept credit card payments online. By eliminating long-term contracts and hidden fees, ePayPolicy facilitates a straightforward payment experience for both insurers and their clients, enhancing the efficiency of financial transactions within the insurance industry.
Davisware
Acquisition in 2019
Davisware, Inc. is a provider of enterprise resource planning (ERP) software tailored for the service industry, particularly focusing on heating, ventilation, and air conditioning (HVAC) businesses. Founded in 1988 and headquartered in West Dundee, Illinois, the company offers a comprehensive suite of software solutions, including S2K Vision and GlobalEdge. These modular systems facilitate remote scheduling, field technician management, field sales enablement, real-time vehicle tracking, inventory management, and warranty management. By automating workflows and streamlining operations, Davisware enables its clients to enhance efficiency and effectively manage their service businesses.
Davisware
Private Equity Round in 2019
Davisware, Inc. is a provider of enterprise resource planning (ERP) software tailored for the service industry, particularly focusing on heating, ventilation, and air conditioning (HVAC) businesses. Founded in 1988 and headquartered in West Dundee, Illinois, the company offers a comprehensive suite of software solutions, including S2K Vision and GlobalEdge. These modular systems facilitate remote scheduling, field technician management, field sales enablement, real-time vehicle tracking, inventory management, and warranty management. By automating workflows and streamlining operations, Davisware enables its clients to enhance efficiency and effectively manage their service businesses.
The Professional Companies (TPC)
Private Equity Round in 2019
Founded in 1987, The Professional Companies (TPC) are the leading providers of home health management solutions in Arizona. The Professional Companies offer payors home healthcare containment services such as network, utilization, & claims management through capitation contracts. The Professional Companies successfully work with major Arizona health plans (AHCCCS, Medicare Advantage, and commercial) resulting in full contractual compliance, lower medical expenses, improved health outcomes, and higher patient satisfaction. The Professional Companies currently provide coverage to over 350,000 members through contracts with several health plans throughout Arizona. For more information about The Professional Companies,
Payliance
Venture Round in 2019
Payliance, Inc. provides a variety of payment, risk management, and recovery solutions for businesses across the United States. The company's offerings include conversion solutions, ePayment solutions, payment processing, and online payment gateways, alongside risk control tools and payment guarantees. Additionally, Payliance specializes in various recovery services such as electronic and legal recovery, catering to industries including eCommerce, retail, lending, education, government, and collections. Originally established as Tiger Tranz, Inc. in 2008, the company rebranded to Payliance, Inc. in November 2009 and is headquartered in Columbus, Ohio.
Real Green Systems
Private Equity Round in 2018
Real Green Systems Inc. is a software development company based in Walled Lake, Michigan, specializing in field management and marketing solutions for various service industries, including lawn care, pest control, landscaping, HVAC, and cleaning services. The company's flagship product, Service Assistant®, is an all-in-one software platform that facilitates scheduling, quoting, dispatching, routing, fleet management, and payment processing. It enables businesses to streamline operations by integrating office functions with field activities, allowing for real-time communication and data management. Additionally, Real Green Systems offers marketing tools, such as automated marketing modules and customizable reporting features, to enhance customer engagement and improve operational efficiency. Founded in 1984, the company continues to innovate its offerings, helping clients optimize their workflows and grow their businesses effectively.
KEV Group
Venture Round in 2018
KEV Group is an international company that specializes in the management and security of School Activity Funds. KEV Group has continued to grow and address new client needs since their founding two decades ago as a pioneer in the managing of school funds. Their flagship product, the School Cash Suite, has consistently set the industry standard for school cash management. They work across North America with over 8,000 schools helping them use their industry-leading software solution which specializes in school level accounting, online payment processing, and the tracking of student obligations. Their aim is to ensure the transparency and security of every dollar flowing into a school. Their unwavering commitment to the education industry, easy-to-use software, painless implementation procedures, and unique personalized support for district staff and school bookkeepers has allowed us to establish one of the largest communities of school finance professionals in the world!
GDS Link
Private Equity Round in 2018
GDS Link is a global provider of customer-focused risk management and process automation technology, offering tailored solutions to meet the diverse risk management needs of various industries. The company specializes in developing credit risk management software aimed at enhancing fraud risk assessment, data management, and decision-making processes. GDS Link serves clients across multiple financial sectors, allowing them to efficiently implement credit risk strategies that support lending and account management practices. Its data bureau gateway facilitates easy access to a wide range of third-party data sources, which aids in risk assessment, fraud prevention, and income and employment verification.
Aria Care Partners
Acquisition in 2018
Aria Care Partners is a provider of on-site ancillary medical services specifically designed for skilled nursing facilities. The company focuses on enhancing the quality of life for residents by delivering comprehensive support services that include dental, vision, and hearing care. In addition to these services, Aria Care Partners offers care management and insurance services, facilitating access to personalized onsite care tailored to meet the unique needs of each resident. Through its commitment to passion and compassion, Aria Care Partners aims to improve the overall well-being of individuals in skilled nursing environments.
Axiom Medical
Private Equity Round in 2018
Axiom Medical offers comprehensive occupational health services that support employees throughout their entire work life, from pre-hire to post-separation. The company specializes in workers' compensation, disability case management, and OSHA-mandated medical programs, ensuring that clients receive services from highly qualified professionals rather than inexperienced associates. Axiom's diverse offerings include case management for disabilities, maritime medicine, and various program management services such as hearing conservation, respiratory protection, and wellness compliance. By focusing on effective and innovative healthcare solutions, Axiom Medical aims to enhance the well-being of employees while providing a meaningful return on investment for employers, helping to minimize work downtime and accelerate recovery.
KORE Software
Private Equity Round in 2018
KORE Software specializes in providing customer relationship management solutions tailored for the sports and entertainment sectors. The company offers a comprehensive business intelligence platform that includes tools for sponsorship and partnership management, ticketing and event management, as well as data warehousing and analytics. By integrating these services, KORE Software enables its clients to optimize their operations, enhance sales processes, and ultimately maximize revenue opportunities. Through its innovative software, KORE aims to improve the profitability and efficiency of businesses within these dynamic industries.
Modern Campus
Private Equity Round in 2018
Modern Campus is a software company specializing in student lifecycle management solutions tailored for higher education institutions. Its SaaS platform focuses on managing continuing education and non-degree programs, catering to students outside the traditional full-time degree framework. By enhancing digital engagement, Modern Campus aims to improve the overall student experience, enabling institutions to increase enrollment, streamline administrative processes, and efficiently oversee their educational offerings.
CoConstruct
Venture Round in 2018
CoConstruct is a software company that offers web-based and mobile app for home builders and remodelers to simplify project management. 100,000+ building professionals rely on CoConstruct to manage custom home building and remodeling projects--from start to finish. The company’s construction management software replaces the fragmented digital tools builders and remodelers typically use to manage projects with everything needed to build a client’s dream home—all under one login. CoConstruct combines the best single-entry estimating software, client proposal software, contract management tools, construction project management software, construction scheduling software, builder client communication portal, client invoicing + payments platform, subcontractor communication app, and a bi-directional QuickBooks construction accounting integration into one powerhouse toolset. From managing client selections, project scheduling, change orders, client/vendor communications, to-dos, punch lists, proposals, files and photos, to managing warranties and both the pre and post construction processes, CoConstruct is tailor made for custom home builders and remodeling firms. The company was founded in 2004 by Donny Wyatt, also the company CEO.
USATestprep
Acquisition in 2018
Our robust and dynamic test prep solution and classroom resource delivers meaningful formative and summative assessment strategies for the classroom, school, and district. Instant, actionable data.
Motility Software Solutions
Private Equity Round in 2018
Motility Software Solutions, LLC is a developer of dealer management software tailored for the specialty vehicle industry, including sectors such as recreation vehicles, buses, heavy-duty trucks, marine, and power sports. Founded in 1984 and based in Altamonte Springs, Florida, the company offers a comprehensive suite of solutions that includes customer relationship management, finance and insurance, parts management, service scheduling, unit inventory, rentals, accounting, and advanced reporting. Motility's software features a fully integrated document management system with cloud hosting and a user-friendly web interface, enabling dealerships to enhance operational efficiency and effectively manage critical functions. The company, formerly known as Systems 2000, rebranded to Motility Software Solutions in January 2019 and continues to support industry advancement through partnerships and educational seminars.
BirchStreet Systems
Private Equity Round in 2018
BirchStreet Systems, Inc. is a developer of a cloud-based procure-to-pay platform that serves customers in the United States and internationally. Founded in 2002 and based in Newport Beach, California, the company provides a suite of software applications designed to optimize procurement processes across various industries, including hospitality, food service, healthcare, and education. Its offerings include an eProcurement system for supplier management, an Accounts Payable Automation module that streamlines invoice processing, an Inventory Control application for tracking costs, and a Recipe Management System for food cost management. Additionally, BirchStreet Systems offers analytics tools to generate detailed purchasing reports, along with implementation, training, and support services. The company has established partnerships with organizations like BankServ and Avendra, enhancing its service capabilities. BirchStreet Systems also maintains offices in New Delhi, India, and Frankfurt, Germany.
CallRevu
Private Equity Round in 2017
CallRevu, LLC specializes in call management software tailored for the automotive industry. Founded in 2006 and based in Timonium, Maryland, the company offers an innovative product called CallRevu360, which provides comprehensive call tracking and monitoring services. This system enables automotive dealers to track phone call metrics, ensuring that every customer interaction is positive. CallRevu360 delivers SMS notifications to sales teams, detailing caller information and summaries of discussions, which enhances follow-up efficiency. The company also features CallRevu University, an online training platform designed to improve phone skills among sales agents through individualized scorecards, coaching videos, and live webinars. By focusing on call intelligence and analytics, CallRevu helps its clients convert calls into appointments and ultimately boost profitability.
ArbiterSports
Private Equity Round in 2017
ArbiterSports is the product of two groundbreaking companies serving the officiating community.
Pondera Solutions
Series A in 2017
Pondera Solutions was founded in 2011 with the singular focus of leveraging the power of cloud computing and advanced analytics to combat fraud, waste, and abuse in large government programs. Since that time, They have helped Their clients prevent and collect hundreds of millions of dollars in improper payments. Pondera offers a comprehensive cloud solution to help you detect, investigate, and enforce fraud, waste, and abuse. Their system combines your program data with third party consumer and business data and then runs every business, beneficiary, and transaction through a series of procedural and prediction models.
Pondera Solutions
Private Equity Round in 2017
Pondera Solutions was founded in 2011 with the singular focus of leveraging the power of cloud computing and advanced analytics to combat fraud, waste, and abuse in large government programs. Since that time, They have helped Their clients prevent and collect hundreds of millions of dollars in improper payments. Pondera offers a comprehensive cloud solution to help you detect, investigate, and enforce fraud, waste, and abuse. Their system combines your program data with third party consumer and business data and then runs every business, beneficiary, and transaction through a series of procedural and prediction models.
Digarc
Venture Round in 2016
Digarc specializes in developing e-catalog and curriculum management software tailored for higher education institutions across the United States. Their innovative solutions assist colleges and universities in managing curriculum and academic catalogs, student and class scheduling, and providing tools for student navigation. By streamlining these processes, Digarc enhances operational efficiency and contributes to the academic success of both students and educational institutions. The software is utilized by a wide range of higher education professionals and is trusted by numerous colleges and universities, impacting millions of end users.
Apex Payroll Software
Private Equity Round in 2016
Apex Payroll is a leader in the payroll services and technology market, offering a suite of payroll and employer service tools. Thousands of companies across the United States and Guam rely on our services and technology to eliminate the hassles associated with payroll, HR, record keeping and tax filing. They got their start in 1989 as a provider of payroll solutions to payroll companies. From the start, we had a vision for Apex Payroll - provide unparalleled local service and expertise on a national scale and couple that with a powerful portfolio of scalable technology, products and services. This unique approach to the payroll business allows our local payroll offices to provide you the products and services of a large payroll company with personal service.
DocuTech
Venture Round in 2016
Docutech LLC is a software solutions provider specializing in document generation, electronic delivery, electronic signatures, and print fulfillment services primarily for the mortgage, home equity, and consumer lending sectors. Founded in 1991 and based in Idaho Falls, Idaho, Docutech develops technology that interfaces with loan origination systems to help financial institutions generate comprehensive loan document sets while ensuring regulatory compliance. The company's services also include imaging support and robust information management, which guarantees the accuracy and security of all loan-related information. As of March 2020, Docutech operates as a subsidiary of First American Financial Corporation, continuing to serve clients with a commitment to quality and customer service.
Next Gear Solutions
Venture Round in 2016
Next Gear Solutions is a forward-thinking company focused on enhancing the property restoration industry through innovative technology. It has developed a comprehensive online management system known as DASH, which serves restoration contractors by offering tools for mobile job management, damage documentation, work order requests, business accounting, and estimate auditing. This integrated platform enables contractors to streamline their operations and improve overall efficiency. The team at Next Gear Solutions combines extensive expertise in technology, restoration, and consulting, applying Six Sigma Principles to promote operating transparency and quality improvements in the industry. By transitioning the restoration sector from traditional paper-based methods to modern digital solutions, Next Gear Solutions aims to revolutionize how restoration contractors manage their businesses.
Mercury Network
Venture Round in 2015
Mercury Network, LLC is a technology provider based in Oklahoma City, specializing in a Software-as-a-Service (SaaS) valuation vendor management platform for the mortgage lending industry in the United States. The company offers a suite of solutions that facilitate the appraisal vendor management process, including tools for quality assurance, compliant appraisal receipt and delivery, and management of multiple appraisal management companies (AMCs). Its platform serves a diverse range of clients, including mortgage lenders, AMCs, community banks, and real estate professionals, helping them manage compliance and workflow for appraisal transactions in line with banking regulations and appraiser independence requirements. Additionally, Mercury Network provides a mobile application that allows users to receive alerts for new orders and manage their responses. Founded in 2008, Mercury Network operates as a subsidiary of MN Acquisition, LLC.
Compeat
Venture Round in 2015
Compeat and Ctuit have combined to offer the most comprehensive and innovative all-in-one restaurant management software available for the restaurant industry. With over 34 years of industry experience, we are the largest provider of integrated accounting, back office, workforce and business intelligences solutions designed to improve profitability of restaurant operators nationwide. Our product portfolio includes Hire, Labor, Schedule, Payroll, Accounting, Inventory, Logbook, Event Management, Intelligence, Manager and Employee Mobile Apps and third party integrations including over 70 Point of Sale partners. For more information, visit www.compeat.com and www.ctuit.com.
CINC
Venture Round in 2015
CINC, or Commissions Inc, is a company that provides an end-to-end customer relationship management platform specifically designed for the real estate sector. Founded in response to the needs of top real estate brokers and team leaders, CINC offers a comprehensive suite of services that includes a consumer website integrated with local MLS data, a robust CRM platform for real estate agents to manage client relationships and track their business performance, and access to two mobile applications. The company emphasizes the importance of addressing gaps in real estate technology by collaborating with industry leaders, ensuring that its platform meets the diverse needs of different markets across the United States.
TalentWave
Venture Round in 2015
TalentWave, Inc. specializes in contingent workforce management solutions, focusing on independent contractor engagement and compliance. Founded in 1997 and based in Foster City, California, TalentWave offers a range of services through its award-winning iConnect platform, which streamlines the evaluation and management of independent contractors and payrolled workers. The company's offerings include ICverify, an enterprise-level management system for independent contractors, ICpay for invoice and payment administration, and Talent Community, a cloud-based application for re-engaging flexible workers. Additionally, TalentWave provides vendor qualification services, subcontracting support, health check and risk assessment services, as well as on-site management and program implementation. By leveraging innovative technology and expertise, TalentWave empowers clients to effectively source, engage, and retain independent talent while ensuring compliance with regulatory standards.
FranConnect
Venture Round in 2014
Running a franchise system isn’t easy. You lack the actionable performance data needed to manage and grow your business because the current siloed tools on which you’ve relied-such as spreadsheets,customized platform systems and home-grown solutions-just don’t cut it anymore. FranConnect’s franchise management software enables you to more effectively manage your franchise system, so you can focus on developing and delivering superior products and services. More than 600 franchisors and their franchisees rely on FranConnect to grow the number of units and make them more successful. Only FranConnect Sky software comes with Franchising Built-In™ – exclusive functionality and best-practices for the entire franchise lifecycle, so you can more effectively manage, track and run your business.
Diamond Mind
Private Equity Round in 2014
Diamond Mind is the leading expert in campus-wide payment solutions for independent schools. As the school industry experts – we stand committed and ready to demonstrate how you can improve business operations through the effective use of credit card processing, ACH, Purchase Cards, and stored value cards.
Avionté Staffing and Recruiting Software
Venture Round in 2014
Avionté provided innovative fully-integrated front and back office staffing software solutions. They focus on building partnerships along with leading solutions. The staffing industry is complex and ever-changing design and a focus on usability.
Optimal Blue
Private Equity Round in 2013
Optimal Blue provides technology solutions and content management services for the mortgage industry, focusing on product eligibility and pricing engines. The company develops integrated platforms that assist mortgage banks, community banks, and credit unions in managing compliance, connecting with consumers, and improving performance in the secondary market. By offering an enterprise-level pricing and secondary marketing automation platform, Optimal Blue facilitates a seamless flow between capital markets and consumers. Its online mortgage marketplace connects mortgage originators with secondary investors through a repository of searchable loan programs and loan-level pricing data, enhancing workflow efficiencies and supporting lenders in executing profitable lending strategies.
Aftermath Services
Venture Round in 2012
Aftermath Services LLC is a leading nationwide provider of crime scene cleanup and biohazard remediation services. Established in 1996, the company specializes in assisting families and businesses affected by tragic events such as suicides, homicides, and industrial accidents. Their trained technicians follow strict protocols to restore environments to safe and livable conditions. Aftermath's services encompass blood spill cleanup, communicable disease decontamination, and specialty sanitization for various situations, including crime scenes and hoarding cases. The company emphasizes a compassionate approach, ensuring that clients receive dignified and respectful service during difficult times. With a network of over 32 regional and mobile offices in key metropolitan areas, Aftermath is equipped to address the needs of both residential and commercial clients. They utilize discreetly marked vehicles to protect client confidentiality and provide detailed documentation of their work for insurance or compliance purposes. In addition to cleanup, Aftermath offers safety compliance training and awareness programs to help prevent the spread of harmful pathogens.
Knowland Group
Venture Round in 2012
Knowland Group is a provider of cloud-based data and analytics software designed for the hospitality industry, focusing on the global meetings and events sector. The company offers a comprehensive database that includes global event data, sales, catering services, and valuable insights into market analytics and industry trends. Its solutions help clients identify new customers, optimize revenue strategies, and enhance sales cycles, ultimately empowering better business decisions and driving revenue growth. By leveraging its robust analytics capabilities, Knowland Group supports businesses in navigating the complexities of the event industry, ensuring they remain competitive and informed.
Safety Services Company
Private Equity Round in 2012
Safety Services Company is North America's largest provider of safety training materials. As the industry leader, our staff of more than 300 employees spends hundreds of hours a week monitoring regulations, up-dating existing materials and creating new products. However, that time pales in comparison to the thousands of hours spent each week working with our customers on an individual basis. Through this one-on-one time with our clients we ensure they have the required compliance products, answer questions and more. We believe the key to a successful business is treating each client like the most valuable member of our company. Please tour our different product lines and if you have any questions don't hesitate to contact us. We are here for your business 24/7 and hope you will join our safety network.
United Allergy Services
Private Equity Round in 2012
United Allergy Services specializes in allergy testing and immunotherapy, catering primarily to healthcare providers such as pulmonologists, ENT specialists, dermatologists, pediatricians, and internal medicine practitioners. The company emphasizes personalized care by custom-formulating allergy medications to meet the unique needs of each patient. This approach allows healthcare providers to offer comprehensive allergy solutions directly within their offices, enhancing patient convenience and comfort. By focusing on individualized treatment plans, United Allergy Services aims to improve patient outcomes in allergy management.
Intygral
Private Equity Round in 2011
Astonish Results provides web and insurance marketing services to help agencies grow their internal business and generate leads through the tactical use of email marketing, customer relationship management (CRM), social media construction and strategy and search engine marketing (SEM). System and sales training is also provided by Astonish Results.
MinuteKey
Venture Round in 2011
minuteKEY makes the world's first self-service key duplication machine. The minuteKEY founders spent several years fine-tuning the technology to create a highly accurate, reliable and easy-to-use key-cutting device. The finished product is a high-tech achievement, combining innovations in robotics, electronics and software engineering. minuteKEY has several patents pending protecting these innovations. The current company was established with funding from prominent angel and venture capital investors, and today minuteKEY machines are located in high-traffic locations of some of the nation's largest retailers.
C2 Education
Venture Round in 2011
C2 Education began as a private tutoring program run out of a Harvard University dorm room. Since then, they’ve grown to include more than 180 centers nationwide, serving more than 10,000 students and their families each week. They are the nation’s fastest-growing network of personal tutoring and SAT, PSAT, ACT and AP Exam preparation centers. They are personalized. C2 offers fully customized curricula, so their program is different for each student. They begin the process with an assessment that reveals each student's strengths and weaknesses and tailor lessons accordingly. There's nothing one-size-fits-all about us. Their expertise, personalized curricula and college counseling resources set us apart. Most other services offer two-day classes; theirs is much more comprehensive. They prepare students more effectively than other programs. You're more than a test. And they're more than a test prep center. Their mentors don't just teach subjects or testing skills. They teach life skills that will help students gain confidence, reach high and achieve great things in college and beyond it. C2 has 180 centers nationwide, serving more than 10,000 students.
Cardon Outreach
Venture Round in 2011
Cardon Outreach is a national provider of revenue cycle management services with over 20 years of experience, serving more than 800 hospitals and healthcare facilities. The company offers a range of integrated services designed to enhance financial performance, including eligibility verification, patient account management, and denials management. Through its comprehensive technology platform and patient-centered approach, Cardon Outreach helps clients increase net patient revenue and reduce bad debt. Their services encompass various areas, such as early out collections, third-party liability, Social Security Disability, and workers' compensation. By partnering closely with healthcare providers, Cardon Outreach aims to improve access to healthcare for patients while optimizing revenue cycle operations for its clients.
Equinox Healthcare
Venture Round in 2010
Equinox Healthcare delivers high-quality home infusion services that inspire patients to manage their care confidently and live fuller lives. Delivering safe and effective home infusion services is their single focus. Their dedicated team of healthcare professionals works closely with patients and their caregivers to ensure a smooth transition to home care—every step of the way. For 15 years, their customers have counted on us to provide 360-degree care coordination across the healthcare continuum—with patients, physicians, case managers and insurers—ensuring their individual needs are met while minimizing confusion and maximizing quality and efficiency of care. At Equinox Healthcare, they view every touch point as an opportunity to exceed customer expectations—and improve outcomes for patients and their caregivers.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.