Vista Equity Partners

Afiniti develops AI solutions that optimize customer-agent interactions in contact centers, enhancing business outcomes across industries such as healthcare, telecommunications, travel, hospitality, insurance, and banking.

Smartsheet Inc. is a cloud-based platform designed for effective work execution, enabling organizations to manage projects, programs, and processes with enhanced efficiency. Founded in 2005 and headquartered in Bellevue, Washington, Smartsheet provides a range of collaborative tools tailored to various business needs. Its offerings include Smartdashboards for real-time visibility, Smartportals for easy access to project resources, Smartcards for workflow organization, and Smartgrids for tracking multiple tasks. The platform also features Smartprojects for team collaboration, Smartcalendars for aligning deadlines, Smartforms for structured information collection, and Smartautomation for process automation. Additionally, Smartsheet integrates with existing enterprise applications, facilitating seamless operations across diverse sectors such as aerospace, healthcare, finance, and technology. The company generates revenue through software subscriptions and additional charges for enhanced platform capabilities.

Smartsheet Inc. is a cloud-based platform designed for effective work execution, enabling organizations to manage projects, programs, and processes with enhanced efficiency. Founded in 2005 and headquartered in Bellevue, Washington, Smartsheet provides a range of collaborative tools tailored to various business needs. Its offerings include Smartdashboards for real-time visibility, Smartportals for easy access to project resources, Smartcards for workflow organization, and Smartgrids for tracking multiple tasks. The platform also features Smartprojects for team collaboration, Smartcalendars for aligning deadlines, Smartforms for structured information collection, and Smartautomation for process automation. Additionally, Smartsheet integrates with existing enterprise applications, facilitating seamless operations across diverse sectors such as aerospace, healthcare, finance, and technology. The company generates revenue through software subscriptions and additional charges for enhanced platform capabilities.

Avalara, Inc. provides cloud-based solutions for transaction tax compliance globally, assisting businesses in navigating the complexities of tax regulations. Founded in 2004 and headquartered in Seattle, the company offers a comprehensive suite of tools that streamline tax compliance processes. Its flagship product, AvaTax, determines sales tax in the United States, while Avalara Returns facilitates tax return preparation and filing. The company also offers solutions for managing sales tax exemption certificates, tax registrations, and various indirect taxes, including VAT and GST. Avalara partners with ERP, accounting, and e-commerce platforms to deliver its services, which help businesses automate tax calculations, filing, and record-keeping, thereby reducing errors and compliance costs. Additional offerings include professional services for nexus studies and specialized tax research, as well as tools for product taxability and licensing. By focusing on automation and integration, Avalara aims to simplify the tax compliance landscape for businesses of all sizes.

Founded in 2013, MedTrainer develops a comprehensive healthcare compliance management suite. Serving various healthcare facilities nationwide, their platform offers solutions for eLearning, policy management, incident tracking, credential verification, and more. Backed by prominent investors, MedTrainer supports over 15,000 healthcare sites and 300,000 professionals.

Outreach is a sales engagement platform that helps organizations manage and optimize interactions across email, voice, and social channels throughout the customer lifecycle. The platform uses machine learning to guide sales representatives to take the right actions, automate repetitive tasks, and personalize communications while tracking sales activity and performance. It supports account-based, outbound, and inbound sales, as well as sequence and task management, email and activity tracking, and insights that analyze buyer sentiment to optimize content and sequences in real time. By integrating automated alerts, collaboration features, and performance analytics, Outreach aims to increase the volume of qualified meetings and improve the efficiency and effectiveness of customer-facing teams.

Premise Data Corporation, established in 2012 and headquartered in San Francisco, specializes in developing a data and analytics platform. This platform, Premise Ground Truth, offers end-to-end data collection, quality assurance, and analysis. It provides insights into price changes, location discovery, retail audits, asset condition monitoring, movement patterns, logistics, risk indicators, and sentiment surveys. Additionally, it facilitates geospatial mapping and infrastructure impact measurement. Premise serves international organizations for investment and policy decisions.

RadarFirst, Inc. is a provider of a Software-as-a-Service (SaaS) incident response management platform, primarily serving Fortune 100 companies and organizations across various heavily regulated industries, including healthcare, finance, and insurance. Founded in 2014 and based in Portland, Oregon, the company offers its flagship solution, RADAR, which assists users in profiling, assessing, and responding to privacy and security incidents. This platform simplifies compliance with federal and state data breach laws through its RADAR Breach Guidance Engine, an intuitive tool that profiles and scores incidents while generating specific notification guidelines. By streamlining the incident response process, RadarFirst helps organizations effectively manage privacy risks and ensure adherence to legal obligations.

Apptio, Inc. is a provider of cloud-based Technology Business Management (TBM) solutions designed to assist enterprises in managing their IT investments effectively. Founded in 2007 and headquartered in Bellevue, Washington, Apptio offers a suite of applications that leverage business analytics to deliver insights on technology costs, value, and quality. This enables IT leaders to make informed, data-driven decisions that align technology spending with business outcomes. The company’s solutions encompass cost transparency, benchmarking, operational efficiency, and planning, facilitating automation of IT processes. Apptio's technology operates on a next-generation, in-memory cost analytics platform that aggregates and analyzes data from various financial, operational, and billing sources, providing users with deep visibility into the total cost of IT services. The company serves a global market, with operations in several countries, including the United States, the United Kingdom, Germany, and Australia.

EagleView Technologies is a leading provider of aerial imagery, data analytics, and geographic information system solutions used by construction, insurance, real estate, architecture and engineering, solar, utilities, and government agencies. The company offers property solutions including high-resolution roof and wall measurement reports, as well as cloud-based tools that integrate imagery and measurements into customers’ workflows. Its software ecosystem includes applications for ordering and viewing reports, as well as developer APIs that enable partners to embed EagleView data into third-party software and workflows. EagleView maintains a large image database and extensive coverage, supported by machine-learning derived analytics, to produce accurate measurements and property insights for planning, risk assessment, and project execution. The company operates globally from its headquarters in Bothell, Washington, with additional offices in Bellevue, Rochester, Bengaluru, and Perth, and serves contractors, adjusters, government clients, and other professionals requiring precise, timely location data.

EagleView Technologies is a leading provider of aerial imagery, data analytics, and geographic information system solutions used by construction, insurance, real estate, architecture and engineering, solar, utilities, and government agencies. The company offers property solutions including high-resolution roof and wall measurement reports, as well as cloud-based tools that integrate imagery and measurements into customers’ workflows. Its software ecosystem includes applications for ordering and viewing reports, as well as developer APIs that enable partners to embed EagleView data into third-party software and workflows. EagleView maintains a large image database and extensive coverage, supported by machine-learning derived analytics, to produce accurate measurements and property insights for planning, risk assessment, and project execution. The company operates globally from its headquarters in Bothell, Washington, with additional offices in Bellevue, Rochester, Bengaluru, and Perth, and serves contractors, adjusters, government clients, and other professionals requiring precise, timely location data.

NAVEX Global, Inc. is a leader in the development of ethics and compliance software solutions designed to help organizations effectively manage risk and adhere to regulatory requirements. Founded in 1997 and headquartered in Lake Oswego, Oregon, the company offers a comprehensive suite of services that includes hotline reporting systems for stakeholders, policy and procedure management software, and case management tools for addressing reported issues. Additionally, NAVEX Global provides online training programs, awareness initiatives, and third-party risk management solutions to educate users and monitor vendor risk. The company also delivers advisory and customer support services, catering to a diverse clientele that includes public and private corporations, educational institutions, government entities, and not-for-profit organizations globally. With strategic alliances and multiple locations, NAVEX Global is committed to fostering ethical workplace cultures and enhancing compliance programs for its customers.

SRC Software (www.srcsoftware.com) is the leader in providing flexibility and sophistication for enterprise financial planning and corporate performance management. With more than 2,400 installations in mid- to high-end enterprises, SRC Software's highly-personalized budgeting, payroll planning, and multi-source consolidation and reporting solutions are used by companies such as New Balance, Union Bank of California, C-SPAN, Lands' End, and Caterpillar Logistics Services. SRC Software offers a full complement of financial planning and analysis tools through its unique integration of spreadsheets and industry-leading databases complete with full-scale web deployment. SRC Software is privately held and majority owned by San Francisco-based Vista Equity Partners, a $1.3B private equity fund focused on high technology growth investments. SRC Software is privately held and based in Portland, Oregon with regional offices in New York City and Chicago, and international offices in Brussels, London, Stockholm, and Singapore.

Acumatica provides cloud-based business management software tailored for small and mid-sized businesses. Its comprehensive suite includes Financial Management, Distribution Management, Project Accounting, Customer Management, and Manufacturing Edition. The company's xRP Platform enables developers to build custom solutions, while its services encompass implementation planning, training, support, consulting, and upgrades. Acumatica serves various industries such as wholesale distribution, manufacturing, retail, and non-profit organizations.