Inverness — Full Portfolio
56 tracked investments · listed companies and verified rows first
Axcel Learning operates a portfolio of mission-driven professional education and training companies across Technology, Architecture, Engineering, Construction, and Healthcare sectors.
EdTechEnterprise SoftwareFuture of WorkHR TechSaaS
Co-investorsAlpine Investors
BenefitHub operates an online marketplace and platform that aggregates employee discounts, voluntary benefits, rewards, and cash back offers for enterprise employers.
B2B MarketplacesEnterprise SoftwareHR TechSaaS
Seif Saghri(Founder)in
Co-investorsBalance Point Capital Partners
Cognito Forms provides a form-building and data-collection platform that enables organizations to customize surveys, order forms, lead forms, and work orders while integrating with external systems for automated workflows.
Cloud ComputingDeveloper ToolsEnterprise SoftwareFuture of WorkSaaSColumbia, US
Jamie Thomas(CEO)in
Concord provides portfolio administration and servicing solutions across consumer and commercial asset classes, serving lenders, originators, and investors in specialty finance markets with borrower management, compliance, and performance reporting capabilities.
Enterprise SoftwareFintechSaaSScottsdale, US
Co-investorsBalance Point Capital Partners
Corsica Technologies provides managed IT services, cybersecurity, AI consulting, and data integration solutions for mid-market businesses through a unified team on a flat-rate model.
AI & Machine LearningCloud ComputingCybersecurityEnterprise SoftwareSaaSGreenville, US
Custom Agronomics develops smart, high-performance solutions for agriculture.
Advanced ManufacturingAgTechNew MaterialsSaaSPalm City, US
My Yield provides precision agriculture tools and products for farmers, including patented seed treaters and a proprietary nutrient optimization database (MYPAS) designed to identify and address yield-limiting factors.
AgTech
The company builds a software stack for energy logistics, including real-time monitoring, control, and SCADA systems with a data historian for pipeline and terminal operations in the oil and gas sector.
EnergyEnterprise SoftwareSaaS
Co-investorsAbstract VenturesAl Mada VenturesBritish International InvestmentBroadscaleEqual VenturesFJ Labs+3 more
FoodChain ID provides software and consulting services for food and supplement companies to streamline product development, quality, safety and regulatory workflows.
AgTechEnterprise SoftwareFoodTechSaaSIowa, US
Conor Kearney(Chief Executive Officer)in
Co-investorsPaine Schwartz Partners
Global ID builds decentralized identity applications based on biometric authentication.
Developer Tools
Alka GuptaGreg Kidd
Co-investors500 Global
GPS Trackit provides fleet management technology including real-time GPS tracking, AI-powered video telematics, ELD compliance, asset tracking, and driver behavior monitoring for commercial fleets across North America and Latin America.
IoTLogistics & Supply ChainSaaS
Charles Kriete(CEO)in
High Impact Coaching & Strategies provides consulting, training, and certification services to manufacturing and supply chain companies implementing Demand Driven methodologies, including Demand Flow Technology and Demand Driven MRP.
Advanced ManufacturingEnterprise SoftwareLogistics & Supply Chain
Infiltrator Water Technologies manufactures decentralized wastewater treatment products, including septic chambers, tanks, grease interceptors, and advanced treatment systems for residential, commercial, and community applications.
Advanced ManufacturingCleantechConstruction TechHardwareImpact & Social Good
Jim Bransfieldin
Innovia Medical is a specialty surgical company that designs and manufactures single-use surgical instruments and reprocessing solutions for medical professionals.
HardwareHealthtechMedical DevicesSt. Paul, US
Co-investorsBalance Point Capital PartnersResolute Capital Partners
Inventus Power designs and manufactures advanced battery technology and engineered power solutions for customers across various industries.
Advanced ManufacturingEnergyHardwareGreenville, US
Pat Trippel(President & CEO)inChris Petrella(Executive Officer)
Co-investorsH.I.G. CapitalWP Global PartnersDeVC
Kalkomey provides education, compliance management, and operational tools for government agencies managing outdoor recreation programs, including boating, hunting, off-road, and watersports safety certifications.
ConsumerEdTechGovTechSaaSTexas, US
Kurt Kalkomey(Founder)in
Co-investorsWeatherford CapitalCove Hill PartnersMacquarie Capital
KICTEAM develops and markets cleaning products and technologies for electronic devices such as currency handling machines, printers, and card readers.
Advanced ManufacturingEnterprise SoftwareHardwareSaaSAuburn, US
Co-investorsAnvil Capital
KORE develops an SGP.32 eSIM solution for enterprise IoT deployments, enabling flexible, programmable connectivity that can be managed and adapted remotely across global, long-lived device fleets.
Enterprise SoftwareHardwareIoT
Romil Bahlin
Co-investorsABRY Partners
MarginPoint provides inventory management and automated replenishment software for field service and trade contractors, helping them track stock on trucks and warehouses and reduce excess inventory.
Enterprise SoftwareLogistics & Supply ChainSaaSLaguna Hills, US
Co-investorsThe Argentum Group
A manufacturer of hollow metal steel doors offering various specialized door types for commercial and industrial applications, including bullet-resistant, hurricane, tornado, and thermal-performance variants.
Advanced ManufacturingConstruction TechHardwareHuntsville, US
Nobles designs and tests ammunition feed systems and hardware for military platforms including fighter jets, helicopters, and weapon stations.
Advanced ManufacturingDefense TechHardwareSt. Croix Falls, US
Co-investorsLevine Leichtman
ShipSigma advises pet product companies and distributors on carrier contract negotiation and shipping cost optimization using AI analysis of shipping data.
Enterprise SoftwareLogistics & Supply ChainRetail TechSaaS
Chase Flashman(Founder)in
Co-investorsBalance Point Capital Partners
SmartFlow Technologies designs and manufactures tangential flow filtration systems for high-solids separation across biopharmaceutical, food processing, and industrial applications.
Advanced ManufacturingBiotechCleantechHardwareSanford, US
archTIS' Spirion offers sensitive data discovery, governance, and protection solutions for enterprises seeking to locate, classify, and safeguard confidential information across their infrastructure.
CybersecurityData & InfrastructureEnterprise SoftwareSaaS
Kevin Coppins(CEO)
Co-investorsThe Riverside Company
SupplyLogic provides sourcing, fulfillment, and supply chain management services for multi-location retail brands, combining vendor management, distribution logistics, and a tech platform for asset management and campaign deployment.
B2B MarketplacesEnterprise SoftwareLogistics & Supply ChainMarketing TechRetail TechSaaS
Steve Kremser(Chief Executive Officer)in
Co-investorsGallant Capital
Swipeclock provides HR technology and workforce management solutions designed specifically for small businesses, including time and attendance tracking, scheduling, talent management, and benefits administration.
Enterprise SoftwareFuture of WorkHR TechSaaSSouth Jordan, US
Mike Caldwell(Founder)inColeman Barney(Executive Officer)in
Co-investorsAmbina Partners
Treat Planet makes natural, eco-friendly pet products, including organic dog treats focused on quality nutrition.
ConsumerDirect to Consumer
Doug Martin(President)in
VistaApex Solutions provides dental equipment and supplies focused on endodontics, including devices and materials designed to improve root canal treatment outcomes for dental clinicians.
HardwareHealthtechMedical Devices
VitalPath designs and manufactures complex catheters and precision laser components for medical device OEMs, offering rapid prototyping and full-scale production in ISO-certified cleanroom facilities.
Advanced ManufacturingDeep TechHardwareHealthtechMedical DevicesMinneapolis, US
Zest Dental Solutions designs, manufactures, and distributes dental care solutions including implant anchors, restorative materials, and diagnostic equipment.
HardwareHealthtechMedical DevicesCarlsbad, US
Max Zuest(Founder)Paul Zuest(Co-founder)inScott Mullaly
Co-investorsBC PartnersAvista
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
AdvancedCathAlliantB&B ElectronicsBb ElecDanvilleDemandPointEiKO GlobalEnergy Solutions InternationalExtruMedICCNexergyInfiltrator SystemsLubrizolmeddevicecmMeskerMy YieldNoblesRacoWirelessSkybitzSmartflowVista Apex Dental Products
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.


















































