JMI Equity

ACI Worldwide provides payments orchestration software and platforms for processing consumer transactions, including solutions for banks, merchants, and billing services across industries such as retail, auto finance, utilities, and government. The company offers fraud management powered by AI and intelligence networks, serving financial institutions and enterprises globally.

AI & Machine LearningEnterprise SoftwareFintech<UNKNOWN>

Workday Adaptive Planning is an enterprise performance management (EPM) software platform that uses AI to automate financial planning, budgeting, forecasting, and workforce planning for large organizations. The platform serves enterprises of all sizes across diverse industries, enabling teams to consolidate data, model scenarios, and make strategic decisions faster.

AI & Machine LearningEnterprise SoftwareSaaS

Advyzon is an all-in-one wealth management platform that provides integrated CRM, portfolio management, trading, reporting, and client communication tools for financial advisors. The company serves independent and enterprise financial advisory firms.

Enterprise SoftwareFintechSaaS

Agiloft provides a contract lifecycle management platform with embedded AI that helps legal and procurement teams extract intelligence from contracts, automate workflows, and manage agreements from creation through renewal. The platform serves enterprise organizations across industries seeking to centralize contract data and turn agreements into structured business intelligence.

AI & Machine LearningEnterprise SoftwareLegalTech

AlertMedia provides a unified risk intelligence and incident response platform that helps organizations manage disruptions, emergencies, and business continuity across geographically distributed teams.

Enterprise SoftwareSaaS

Applied Systems provides agency management systems and digital solutions for independent insurance brokerages and agencies, delivering end-to-end insurance workflow automation from prospecting through renewals and back-office operations. The company embeds AI into insurance-specific workflows to help agencies operate more efficiently and drive growth.

AI & Machine LearningInsurTechSaaS

SchoolCEO is a quarterly research and perspectives magazine for K-12 school leaders, superintendents, and communications professionals, focused on marketing, communications, recruitment, and branding in public education. The publication offers journalism, original research, interviews, a newsletter, podcast, book clubs, and annual conferences.

EdTechGovTechMarketing TechMedia & EntertainmentSaaSLittle Rock, US

Arena offers Product Lifecycle Management (PLM) and quality management system (QMS) software for managing product information, design, and regulatory compliance across product development teams and supply chains. The cloud-native platform serves global product companies and electronics manufacturing service providers.

Advanced ManufacturingCloud ComputingSaaS

Arrowhead is a national program administrator and managing general agency that provides digital tools for insurance management, including an online platform for policyholders to pay bills and for producers to rate, quote, bind, and manage policies.

InsurTech

automotiveMastermind provides an AI-powered sales and marketing platform for automotive dealerships that uses behavioral prediction and consumer data to identify prospects, drive personalized engagement, and enable sales teams to acquire new customers and retain existing ones. The platform serves automotive dealers and sales professionals with tools for loyalty building, service-to-sales conversion, and prospect acquisition.

AdTechAI & Machine LearningSaaS

Autotask is an AI-powered business operating system for IT service delivery that provides ticket triage, endpoint management, backup, and professional services automation for IT teams and managed service providers. The platform includes RMM (remote monitoring and management), backup solutions, and service automation tools designed for managing on-premises, cloud, and SaaS environments.

CybersecurityEnterprise SoftwareSaaS

Axonify provides an AI-powered frontline enablement platform that integrates microlearning, task execution, and performance analytics to help organizations communicate initiatives and upskill frontline workers. The platform serves retail, financial institutions, and other enterprises with large distributed workforces.

AI & Machine LearningEnterprise SoftwareHR Tech

Benevity provides an enterprise platform for corporate social responsibility that unifies employee giving, volunteering, grants management, and impact reporting. The AI-native platform serves large companies seeking to track, measure, and justify their social impact programs while ensuring compliance and fraud prevention across 200+ countries.

Enterprise SoftwareImpact & Social GoodSaaS

Blackbaud provides cloud-based software for nonprofits, educational institutions, and social impact organizations to manage fundraising, donor relationships, grants, and volunteer programs using AI-powered insights.

AI & Machine LearningCloud ComputingSaaS

Bloomerang provides donor and fundraising management software for nonprofit organizations to improve donor relationships and increase fundraising effectiveness.

SaaS

Boulevard is a cloud-based appointment scheduling and client management platform for beauty and wellness service businesses including spas, salons, barbershops, and medical spas.

Enterprise SoftwareSaaSWellness & Fitness

Businessolver provides benefits administration and management software for employers, including payroll integration and employee support services.

HR Tech

ButterflyMX provides an integrated property access and security platform combining video intercoms, access control, and security cameras for multifamily, commercial, and student housing properties. The platform enables building owners and managers to automate access control and reduce operational costs while residents and visitors gain smartphone-based entry.

IoTPropTechSaaS

CompanyCam is a construction management platform that enables field teams to document projects through photos, videos, and voice-assisted AI tools, organizing job site data with cloud storage and integrations for reporting, payments, and team collaboration.

AI & Machine LearningCloud ComputingConstruction Tech

Ellucian provides software solutions for higher education institutions, including a Student Information System (SIS), Human Capital Management (HCM), and Finance modules that integrate as an AI-native platform to manage the complete student lifecycle.

EdTechEnterprise SoftwareSaaS

Campus Logic (Ellucian Student Aid) provides student financial aid management software for higher education institutions. The platform streamlines aid operations, automates workflows, and helps colleges optimize scholarship distribution and financial aid processes.

EdTechEnterprise SoftwareSaaS

Canto provides a digital asset management platform that centralizes brand and product content in a single hub, using AI to enhance search, collaboration, and distribution workflows for enterprises.

AI & Machine LearningCloud ComputingEnterprise Software

Philips Capsule provides informatics solutions for hospitals and health systems, including medical device integration, virtual care, clinical surveillance, and analytics. The vendor-neutral platform connects medical devices and hospital systems to improve care delivery and reduce clinician burnout.

Cloud ComputingEnterprise SoftwareHealthtech

OpenText provides enterprise software for data management, content management, and AI-powered automation across organizations. The company serves large enterprises with solutions for unifying data, managing content, automating workflows, ensuring compliance, and implementing secure AI applications.

AI & Machine LearningCloud ComputingData & InfrastructureEnterprise Software

Catapult Learning provides academic tutoring, targeted intervention, and professional development programs for educators in K-12 schools. The company delivers in-person, virtual, and hybrid instruction alongside mental health and life skills support for students, educators, and families.

EdTechHR TechMental Health

ChurnZero provides AI-powered customer success software designed to reduce churn and increase revenue retention for SaaS companies. The platform uses AI agents to automate customer success tasks, improve onboarding efficiency, and enable customer success managers to scale account coverage.

AI & Machine LearningEnterprise SoftwareSaaS

CipherHealth provides care coordination software for health systems that connects nurse rounding, patient outreach, and post-discharge follow-up across multiple care settings and communication channels. The platform uses AI and clinical expertise to enable proactive patient engagement programs and manage care transitions across ambulatory, acute, home, and virtual settings.

AI & Machine LearningDigital HealthHealthtech

Clio provides cloud-based legal practice management software and client communication tools for law firms to streamline operations and improve client service. The platform helps legal professionals manage cases, collaborate remotely, and deliver client-centered legal services.

AI & Machine LearningCloud ComputingLegalTechSaaSVancouver, CA

Jack Newton(CEO and Founder)Rian Gauvreau(Co-founder)

Code42 (operating as Mimecast Incydr) provides data loss prevention and insider risk management software that detects and prevents unauthorized data exfiltration across modern work channels, including shadow AI tool usage. The platform uses AI-driven threat detection and adaptive controls to protect sensitive data for enterprises.

AI & Machine LearningCybersecurityEnterprise Software

Unison develops AI-infused software that simplifies federal business processes, including acquisitions, budgeting, contract management, and cost estimation. The platform serves federal agencies and government contractors seeking to streamline workflows and maintain compliance with regulations.

AI & Machine LearningEnterprise SoftwareGovTech

Contentstack is an Agentic Experience Platform that unifies content management, real-time data and AI agents to enable personalized customer experiences at scale. It combines a headless CMS, customer analytics and front-end hosting with agentic AI capabilities including content generation, translation and personalization.

AI & Machine LearningEnterprise SoftwareSaaS

CoreHR, now known as Access PeopleXD Evo, is an AI-enabled HR and payroll platform for medium and large organisations. It manages the entire employee lifecycle including core HR, payroll, workforce management, talent, analytics and employee engagement in a single integrated suite.

AI & Machine LearningHR TechSaaS

Unanet (Cosential) is an AI-first enterprise CRM built specifically for architecture, engineering, and construction firms. The platform helps AEC teams manage client relationships, proposals, project pipelines, and forecasting to drive business development and informed decision-making.

AI & Machine LearningConstruction TechSaaS

Coursedog provides an academic operations platform for higher education institutions to improve course scheduling, degree pathway planning, and administrative efficiency. The platform helps institutions reduce barriers to student completion and operational costs by consolidating disparate systems and providing data-driven insights.

AI & Machine LearningEdTechEnterprise SoftwareSaaSNew York City, US

Nicholas Diao(Founder & CTO)inJustin Wenig(Co-founder)inNick Diao(Co-founder)

Descartes provides a global logistics network platform that connects shippers, carriers, and logistics service providers to manage supply chain operations including transportation management, customs compliance, fleet performance, and ecommerce fulfillment.

Data & InfrastructureLogistics & Supply ChainSaaS

DoorLoop is a cloud-based property management platform that handles rent collection, tenant screening, lease management, maintenance requests, and accounting for landlords, property managers, and real estate investors. The platform uses AI to automate workflows across leasing, maintenance, and operations, allowing portfolio managers to consolidate multiple tools into one system.

AI & Machine LearningPropTechSaaS

DoubleVerify provides a media effectiveness platform that uses measurement data and AI optimization to maximize digital advertising campaign performance and drive business outcomes. The platform serves advertisers, publishers, and commerce platforms by addressing fraud detection, brand suitability, and performance measurement across the digital advertising ecosystem.

AdTechAI & Machine LearningMarketing TechNew York, US

EdSights develops a chatbot that helps higher education students navigate college life by providing timely support and collecting student feedback to inform institutional decision-making. The platform serves colleges and universities seeking to improve student support and outcomes.

AI & Machine LearningData & InfrastructureEdTechSaaSNew York City, US

Claudia Recchi(Co-founder)Carolina Recchi(Co-founder)

Employee Navigator is a benefits administration and HR platform that serves employers, brokers, and industry partners. The platform provides integrated benefits management, ACA reporting, payroll, onboarding, and HR administration tools.

Enterprise SoftwareHR TechSaaS

Accruent EMS is a workplace and facility management platform that enables organizations to schedule desks, meeting rooms, events, and shared resources while providing space utilization analytics. It serves higher education institutions, corporate enterprises, and commercial organizations looking to optimize space management and support hybrid work environments.

Enterprise SoftwareFuture of WorkSaaS

Epicor provides enterprise resource planning (ERP), supply chain management, and retail management software for manufacturers, distributors, and retailers across 150 countries. The platform helps businesses optimize production efficiency, inventory management, and omnichannel retail operations.

Enterprise SoftwareLogistics & Supply ChainSaaS

Eptura provides an integrated platform for workplace and asset management, serving facility teams, real estate managers, and enterprise operations. The platform combines workplace experience scheduling, enterprise asset management, space operations, visitor management, and real estate portfolio optimization tools.

Enterprise SoftwarePropTech

First Due is a cloud-based records management system designed for fire departments and emergency medical services. The platform consolidates incident reporting, personnel management, asset tracking, prevention planning, scheduling, and mobile response into a unified application.

Cloud ComputingGovTechSaaSNashville, US

Fullbay is a software platform designed for heavy-duty truck and trailer repair shops to manage service operations, technician productivity, parts inventory, and invoicing. The platform serves diesel repair shop owners, technicians, service managers, and office staff to streamline workflows and improve profitability.

Enterprise SoftwareSaaS

Gaiia is a platform with developer-focused documentation and APIs designed to help developers build integrations. The company emphasizes data security, compliance, and industry-standard protection for its users.

Data & InfrastructureDeveloper ToolsEnterprise SoftwareSaaSRemote, US

Marc-André Campagna(Founder)inFrancis Careau(Founder)in

GEOVIA provides software solutions for mine planning, geology modeling, and resource optimization serving mining companies, infrastructure firms, and urban planners. The platform enables geoscientists and earth engineers to design, analyze, and simulate resource extraction while improving operational efficiency and sustainability.

Construction Tech

GiveCampus provides donation and fundraising software that schools, colleges, and universities use to collect contributions from donors. The platform has processed billions in educational giving across thousands of institutions.

EdTechFintechSaaSWashington, US

Kestrel Linder(Founder/CEO)inMichael Kong(Founder/CTO)in

Swiftly provides a data platform for public transit agencies that tracks vehicle location and movement in real-time to improve service reliability, passenger information, and operational efficiency. The platform offers real-time passenger information, prediction algorithms, scheduling optimization, and customer service tools for transit operators.

Data & InfrastructureGovTechLogistics & Supply Chain