Vista Equity Partners

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.

Nasuni Corporation specializes in enterprise cloud file storage solutions that allow organizations to store, protect, share, and access unstructured file data efficiently. Its flagship product, Nasuni UniFS, is a global file system designed for the cloud that consolidates traditional network-attached storage and file server silos into a comprehensive, scalable platform. This hybrid cloud solution simplifies IT administration by eliminating the complexities associated with legacy file backup and disaster recovery systems. Nasuni serves a diverse range of industries, including architecture, engineering, construction, financial services, healthcare, manufacturing, media, oil and gas, and the public sector. Founded in 2009 and headquartered in Boston, Massachusetts, Nasuni also has offices in the United Kingdom and North Carolina, catering to organizations seeking a robust and cost-effective way to manage their file data in a cloud-first environment.

Innovapptive Inc. specializes in developing SAP mobile solutions aimed at enhancing operational efficiency across various industries, including energy, utilities, life sciences, consumer packaged goods, and transportation. The company's offerings include a range of mobile applications for inventory management, quality notifications, purchase requisitions, production orders, and travel expenses, among others. Innovapptive's platform enables seamless collaboration among maintenance, operations, and warehouse teams by digitally connecting the entire workforce and back office, thereby minimizing plant outages and optimizing workflows. The company also provides enterprise mobility strategy, managed mobility solutions, and custom application development services. Founded in 2012 and based in Houston, Texas, Innovapptive has established strategic partnerships with key industry players, enhancing its capabilities and reach within the market.

Arcadia Solutions, LLC is a healthcare technology company based in Burlington, Massachusetts, specializing in electronic health record (EHR) data aggregation and analytics. Founded in 2002, Arcadia provides a suite of services and proprietary software aimed at large healthcare providers, payors, accountable care organizations, and health information exchanges. The company offers various IT services, including EHR implementation and optimization, performance management, and information security solutions. Additionally, Arcadia develops customizable tools for planning and maintaining health IT infrastructures, which include monitoring services to evaluate key performance indicators and manage technology lifecycle needs. By integrating diverse healthcare data into a unified platform, Arcadia enables organizations to derive actionable insights that enhance care, support research, and drive strategic growth while ensuring financial success.

OfficeSpace Software Inc. develops and provides facility management software designed for dynamic organizations navigating the complexities of modern workplaces. Its primary offering, the OfficeSpace platform, enhances workplace experiences by facilitating connections among co-workers, streamlining both one-off moves and large-scale relocations, and enabling informed decision-making through real-time data. The platform also supports essential functions such as workspace planning, desk and room booking, and visual directory services to improve employee engagement and productivity. Founded in 2004 and headquartered in New York, OfficeSpace places a strong emphasis on data protection, ensuring the security of customer information across various domains, including infrastructure and authentication.

Blue Prism invented the term Robotic Process Automation. Their software platform enables business operations to be agile and cost effective through rapid automation of manual, rules based, back office administrative processes, reducing cost and improving accuracy by creating a “digital workforce”. The digital workforce is built by the operational teams or accredited Blue Prism partners using their robotic process automation technology to rapidly build and deploy automations through leveraging the presentation layer of existing enterprise applications. The automations are configured and managed within an IT governed framework and operating model which has been iteratively developed through numerous large scale and complex deployments. Blue Prism’s proven technology plays a key role in enabling organisations including; The Co-operative Banking Group, Shop Direct, RWE npower, Fidelity Investments, the NHS and O2 to rapidly respond to business change through agile back office operations and is powering the next major transformation in the outsourcing industry through the adoption of Blue Prisms digital labour.

Schoox Inc. is an online learning and talent management platform based in Austin, Texas. Founded in 2012, the company specializes in corporate training and eLearning, providing a comprehensive suite of services designed to enhance employee skills and contribute to business growth. The platform offers various features, including training courses for employees of all ages, a social content management system for content storage and sharing, and a collaborative network that fosters communication and file sharing among peers. Additionally, Schoox provides tools for performance and succession management, as well as a library of online courses to support career development. The platform serves a wide range of industries, including hospitality, retail, construction, finance, and more, enabling organizations to transition from traditional training methods to more engaging, interactive learning experiences.

Vena Solutions operates as a Complete Planning platform that integrates seamlessly with Microsoft 365, primarily leveraging Excel to enhance financial and operational planning. The company provides a cloud-based solution that streamlines budgeting, reporting, and analytics processes, enabling organizations to make informed business decisions through advanced insights and AI capabilities. Vena transforms traditional spreadsheet use into an enterprise-grade solution, offering features such as centralized databases, workflow management, and detailed audit trails. This approach allows over 1,800 leading companies to utilize their existing spreadsheet skills while benefiting from real-time reporting and cross-functional collaboration. Vena's focus on corporate performance management applications positions it as a rapidly growing vendor in the cloud CPM sector, catering to the needs of finance and operational teams without sacrificing user familiarity with Excel.

Sonatype, Inc. specializes in software supply chain automation, providing solutions that enable organizations to effectively manage their development lifecycles, including third-party and first-party code, infrastructure as code, and containerized applications. The company's flagship products include Nexus Lifecycle, which governs the flow of software components and enforces policies; Nexus Firewall, which prevents risky components from entering the supply chain; Nexus Auditor, for continuous monitoring of applications in production; and Nexus Repository, which organizes and distributes software components. Sonatype serves diverse industries such as finance, government, technology, insurance, healthcare, and manufacturing, supporting a significant portion of Fortune 100 companies. Established in 2008 and headquartered in Fulton, Maryland, the company also has offices in McLean, Virginia; London, United Kingdom; and Sydney, Australia. Sonatype is recognized for its commitment to innovation and has received accolades for its workplace culture and growth.

Four Winds Interactive, LLC is an enterprise software company that specializes in cloud-based digital signage and interactive kiosk applications. Founded in 2005 and headquartered in Denver, Colorado, with additional offices in Latin America, Dubai, and Hong Kong, the company provides a comprehensive suite of tools for managing visual communications. Its offerings include the Content Management Dashboard, Content Manager Desktop, Content Manager Web, and Content Player, which together facilitate the creation, deployment, and management of digital signage content. Additionally, Four Winds Interactive offers FWI Drive for cloud content storage and distribution, along with professional services for digital signage implementation and support. The company’s solutions are utilized across various sectors, including airports, banks, corporate enterprises, healthcare, and hospitality, effectively engaging audiences in diverse environments. Its software supports large enterprise networks, ensuring scalable and secure communication for clients.

Dispatch is the operating system that empowers modern service experiences for the world’s largest service brands. Our platform connects the enterprise, service provider, and customer together to create a world-class service experience that surpasses the rising expectations of the modern-day market.

ComplySci is a prominent provider of regulatory technology solutions that assist compliance professionals in managing and reporting employee conflicts of interest and compliance risks. Since its founding in 2003, ComplySci has developed a web-based platform that leverages data networks and forensic analytics to monitor employee activities such as personal trading and political contributions. The platform automates compliance with ethics codes, facilitating governance, risk management, and compliance services. Trusted by over 1,400 clients, including major financial institutions, ComplySci empowers organizations to navigate the evolving regulatory landscape while significantly reducing operating costs and archiving compliance activities.

iCIMS is a talent cloud company that provides cloud-based software solutions to assist organizations in attracting, engaging, hiring, and advancing talent. The company's software facilitates the entire recruitment process, leveraging artificial intelligence to streamline hiring and engagement across various industries, including retail, healthcare, manufacturing, finance, and insurance. With a client base of over 4,000 organizations, including a significant portion of the Fortune 100, iCIMS supports companies in building diverse and qualified workforces, contributing to the employment of more than 30 million individuals worldwide.

LogicMonitor is a hybrid observability platform that specializes in IT monitoring for physical, virtual, and cloud-based infrastructures. The company's SaaS-based solution enables organizations to unify monitoring across their entire IT stack, including storage, servers, networks, applications, virtualization, and websites. By offering advanced features for infrastructure and business services, LogicMonitor enhances system-wide availability and performance while proactively preventing potential issues. Its automated monitoring capabilities assist businesses in maintaining optimal operational efficiency across diverse environments.

Kazoo is an all-in-one Employee Experience platform that combines recognition, performance, and engagement in one powerful solution. By bringing together Real-time Recognition & Rewards, Continuous Performance Management, and Employee Engagement Surveys, Kazoo’s employee-first solution enables companies to build purpose-driven cultures while increasing productivity, retention, and revenue. With over 600 global customers, the Kazoo platform puts actionable analytics in the hands of business leaders, connecting them to what really matters. Kazoo is when work is working.

SecureLink, Inc. specializes in providing vendor privileged access and remote support solutions for highly regulated enterprises and technology vendors globally. The company's primary offering is a third-party remote access management platform that allows clients to replace traditional VPNs and remote desktop sharing while meeting compliance requirements. SecureLink's solutions enable organizations to record and audit sessions, manage vendor users, and implement least privileged access. Additionally, its services help standardize remote support, improve operational efficiency, and reduce liability. With a diverse client base that includes over 30,000 organizations in sectors such as healthcare, financial services, legal, gaming, and retail, SecureLink has established itself as a leader in the field. Founded in 2003, the company is headquartered in Austin, Texas, with an additional office in San Jose, Costa Rica.

Zapproved is a provider of e-discovery software tailored for corporate legal teams. The platform empowers these teams to manage the e-discovery process independently, from the anticipation of litigation through resolution. By offering a user-friendly and robust solution, Zapproved enables organizations to reduce their reliance on external providers, thereby cutting costs significantly. The company's innovative cloud-based technology enhances efficiency, improves compliance, and helps minimize risks associated with legal proceedings. Overall, Zapproved's tools are designed to streamline legal processes and promote better internal management of e-discovery activities.

Regulatory DataCorp, Inc. specializes in governance, risk, and compliance solutions aimed at Fortune 100 companies across various industries. Established in 2002 and headquartered in King of Prussia, Pennsylvania, with an office in Singapore, the company delivers precise risk alerts and ongoing monitoring to enhance protection and performance for its clients. Regulatory DataCorp’s offerings encompass a wide array of services, including anti-money laundering, know your customer, anti-bribery and corruption, and supplier due diligence. The company serves diverse sectors such as financial services, e-commerce, technology, energy, and manufacturing, helping these organizations achieve superior risk-screening outcomes and comply with financial regulations while minimizing customer effort.

Ping Identity is a provider of cloud-based identity management software, serving a diverse range of sectors, including financial services, healthcare, retail, and manufacturing. Established in 2002 and headquartered in Denver, Colorado, the company focuses on delivering solutions that enable enterprises to achieve Zero Trust security and enhance user experiences. Its Ping Intelligent Identity Platform allows organizations to manage identity and profile data at scale while providing secure access to cloud, mobile, SaaS, and on-premises applications and APIs. The software includes features such as orchestration, fraud detection, risk management, identity verification, and authentication, helping clients streamline their digital interactions and maintain robust security protocols.

Telarix, Inc. provides interconnect business optimization solutions to wireline, wireless, broadband, and VoIP communication service providers. It offers iXTools, a suite of software modules that provide service providers with management, optimization, and settlement solution for interconnect business. The company's iXTools solution includes iXConnect, a business intelligence platform that collects and manages business information, such as network infrastructure elements, products, route plans, rates, and agreements; iXRoute, which enables service providers to identify and automatically implement optimal routing strategies; iXTrade, an offer management and decision support solution that allows service providers to automate the buy and sell processes; iXBill, a interconnect billing system; and iXAudit, an end-to-end audit and dispute management system designed to streamline the validation of interconnect invoices, reconcile charges, and manage settlements. It also provides implementation services, including business analysis, configuration/delivery, integration, training, and customization; and support services, such as project management, business analysis, product upgrade configuration, product upgrade delivery, hardware configuration support, feature request analysis and implementation, and help desk support services. The company serves customers in Asia, Europe, and North and South America. It has a strategic alliance with Infosys Technologies, Ltd. The company was formerly known as Emerging Technologies Group, Inc. Telarix, Inc. was founded in 1996 and is headquartered in Vienna, Virginia.

NAVEX Global, Inc. specializes in developing ethics and compliance software solutions aimed at helping organizations manage risk and adhere to regulatory requirements. The company’s offerings include Hotline Reporting, which provides a multilingual platform for reporting questionable activities; policy and procedure management software that centralizes and automates policy workflows; and case management tools for investigating and resolving reported issues. Additionally, NAVEX provides health and safety management solutions, online training programs, and third-party risk management tools to assess and mitigate vendor risks. The firm serves a diverse clientele, including public and private corporations, academic institutions, government entities, and non-profit organizations globally. Founded in 1997 and headquartered in Lake Oswego, Oregon, NAVEX also has offices in several U.S. cities and London, along with a data facility in Frankfurt, Germany. The company has established a strategic alliance with Crowe LLP to enhance its service offerings.

TIBCO Software is a developer of integration and analytics software that serves various sectors including banking, healthcare, insurance, and telecommunications. The company focuses on unlocking the potential of real-time data to enable faster and more informed decision-making. TIBCO's Connected Intelligence platform connects diverse applications and data sources, intelligently unifying information to enhance access, trust, and control. By leveraging advanced analytics, TIBCO empowers its clients to predict outcomes in real time and at scale. Thousands of customers worldwide rely on TIBCO's solutions to create compelling experiences, enhance operational efficiency, and drive innovation.

Autotask Corporation develops professional services automation software that operates as a Web-based information technology (IT) services management software. Its software is designed to enable the management of professional services, such as managed services, break-fix, consulting engagements, system integration, networking projects, software implementations, service desk contracts, and scheduled maintenance. The company's hosted software solution also integrate with service desk, time and expense tracking, project management, contract management, and sales, billing, and reporting, as well as with MS Outlook, QuickBooks, remote monitoring and management, and managed services software applications. In addition, it offers solutions for manage day-to-day field service responsibilities with mobile access to service calls, tickets, queues, project tasks, and related customer and contact information; and Client Access Portal, which enables the provision of information from Autotask system to the clients via secure Web portals. Further, the company provides account management, professional services, technical support, business processing re-engineering, help desk practices, project management practices, scheduling and dispatching practices, and automatic ticket generation from e-mail practices. It serves value added resellers, managed service providers, systems integrators, IT service providers, IT consultants, independent software vendor, and VoIP solution providers. The company was founded in 2001 and is based in East Greenbush, New York.

DealerSocket is an industry leading automotive CRM – Customer Relationship Management and dealership training provider, serving auto dealers throughout the US and Canada. Founded in 2001 by Jonathan Ord and Brad Perry, DealerSocket is based in San Clemente, California and employs over 300 people, serves over 9,000 dealers in US, Canada, Australia and supports over 100,000 active users.

Newscycle is an American software development company offering global technology products for the news media industry. The company specializes in comprehensive media solutions for both print and digital publishers. Newscycle provides cloud-based enterprise solutions in circulation management, advertising, analytics, content curation, cloud migration, pagination, and customer relationship management. Newscycle develops and delivers software technology that empowers the global news media industry. Our solutions enable publishers to thrive in a rapidly transforming market. We help our clients in their mission to create stronger, better informed communities, while protecting the integrity of news, advertising and customer information. Newscycle is a trusted partner serving more than 750 media enterprises, including 1,200 companies with 8,000 properties across 45 countries on six continents. The company is headquartered in Bloomington, MN and has U.S. offices in Florida, Michigan and Utah; with international offices in Denmark, Germany, Malaysia, Sweden, and the United Kingdom; and satellite offices in Australia, Canada and Norway.

BigMachines is the global leader in enabling B2B sales, helping companies sell more and sell faster. BigMachines' award-winning on-demand configurator, pricing and quoting, proposal generator, and B2B eCommerce software solutions empower sales across customers' channels by streamlining their sales processes from opportunity to order. Using BigMachines software, sales teams and channels can quickly configure products, generate quotes and proposals, manage complex pricing, generate legal contracts, and manage orders. BigMachines offers extensive reporting capabilities and easily integrates to leading CRM and ERP systems, including those from salesforce.com, Oracle, Microsoft and SAP. BigMachines' rapidly growing customer base includes global leaders such as Kodak's GCG, Siemens, Ingersoll Rand, and NTT Communications, as well as innovative growth companies such as Acme Packet and Voltaire.

Misys provide the broadest, deepest portfolio of financial services software on the market. Their solutions cover retail and corporate banking, lending, treasury, capital markets, investment management and enterprise risk. With more than 2,000 customers across 125 countries their team of domain experts and partners has an unparalleled ability to address industry requirements at both a global and local level. They deliver market leading solutions by putting customer needs at the centre of everything they do. They offer a unique componentised, open architecture to enable their clients to innovate, connect and expand their existing services and increase value faster. To learn more about how their Fusion software portfolio can deliver a holistic view of your operations, and help you to solve your most complex challenges.

Mitratech Holdings, Inc. is a provider of web-based enterprise legal management solutions tailored for corporate legal departments. Established in 1987 and headquartered in Austin, Texas, the company offers a comprehensive suite of software solutions that include matter management, spend management, e-billing, legal hold, contracts management, entity management, and compliance reporting. Its product lineup features TeamConnect for large legal departments, eCounsel for mid-sized teams, Lawtrac for matter management, and LawManager for government agencies, among others. Mitratech's solutions are designed to enhance efficiency, reduce costs, and mitigate risks by promoting collaboration and visibility within organizations. The company also offers implementation, managed hosting, and training services to support its clients. Serving legal professionals, including general counsel and compliance officers, Mitratech has a global presence with additional offices in locations such as San Francisco, Burnham, Hyderabad, and Melbourne.

Aderant is a provider of integrated business management software and consulting services, primarily catering to law firms, corporate legal departments, and professional services organizations. The company offers the Aderant Expert software suite, which includes applications for business management, practice management, time and billing, financial management, business intelligence, and performance management. This suite is designed to enhance client servicing and operational efficiency within law firms. Additionally, Aderant features the Expert Framework, a technology architecture that allows clients to leverage new functionalities, and Novient, which supports professional service organizations in managing their workforce. Aderant also offers a range of professional services, including business process consulting, training, technical consulting, and customer support. Founded in 1978 and headquartered in Atlanta, Georgia, Aderant maintains additional offices in several locations, including Florida, California, Australia, New Zealand, and the United Kingdom.

P2 Energy Solutions is a technology company that provides a comprehensive suite of software, geospatial data, land management tools, and outsourcing services tailored for the energy sector. Serving over 1,200 clients daily, P2's offerings are designed to enhance decision-making, clarify complex workflows, and improve operational efficiency, primarily in the upstream oil and gas industry, but also extending to sectors such as manufacturing and mining. With more than 80 years of experience in data and three decades in software development, P2 has established a global presence with offices worldwide and a workforce of over 700 employees. The company's solutions include financial accounting, production operations, and mining production software, all aimed at helping clients reduce operating expenses and optimize their processes.

Aspect Software, Inc. specializes in integrated customer engagement, workforce optimization, and self-service omni-channel solutions. Its primary product, Aspect Via, is a customer engagement platform utilizing Amazon Web Services for various customer service functionalities, including call center operations, self-service, and workforce management. The company also develops call center software for both cloud and on-premises environments and offers advanced workforce optimization solutions. Notable products include Aspect Unified IP Infinity, which aims to safeguard customers' investments, and CXP, which enhances natural language understanding for chatbots and self-service applications. Additionally, Aspect provides professional services focused on performance improvement and implementation, as well as Aspect Active Learning, a subscription service for educational resources. The company serves diverse industries, including financial services, retail, telecommunications, and healthcare, operating from its headquarters in Phoenix, Arizona, and additional offices across the United States. Founded in 1973, Aspect Software was previously known as Concerto Software, Inc. before rebranding in 2007.

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.

BigMachines is the global leader in enabling B2B sales, helping companies sell more and sell faster. BigMachines' award-winning on-demand configurator, pricing and quoting, proposal generator, and B2B eCommerce software solutions empower sales across customers' channels by streamlining their sales processes from opportunity to order. Using BigMachines software, sales teams and channels can quickly configure products, generate quotes and proposals, manage complex pricing, generate legal contracts, and manage orders. BigMachines offers extensive reporting capabilities and easily integrates to leading CRM and ERP systems, including those from salesforce.com, Oracle, Microsoft and SAP. BigMachines' rapidly growing customer base includes global leaders such as Kodak's GCG, Siemens, Ingersoll Rand, and NTT Communications, as well as innovative growth companies such as Acme Packet and Voltaire.