Level Equity — Full Portfolio
149 tracked investments · listed companies and verified rows first
Foxen provides an AI-powered compliance platform for multifamily property management, offering renters insurance compliance monitoring, COI verification, pet policy management, and rent reporting to credit bureaus.
InsurTechPropTechSaaSColumbus, US
Patrick McBride(Executive Officer, Director)inJay Harkrider(Founder)inJames Harkrider(Executive Officer, Director)Kelli Stiles(Executive Officer)inSean Scott(Executive Officer)inKevin Jacobsen(Executive Officer)
Co-investorsSummit Partners
Leonardo247 provides property operations software for the multifamily and apartment real estate industry, with products spanning acquisition, performance, risk protection, resident connection, and turn management.
AI & Machine LearningEnterprise SoftwarePropTechSaaSRedondo Beach, US
Daniel Cunningham(Founder)inKen McDonald(Chief Executive Officer)inBrandon Mahne(Chief Technology Officer)inJohn Morris(Director)Suellen McFarling(Director)Mike Clow(Director)
Co-investorsBigfoot Capital
FormAssembly is a data collection platform that captures structured, validated information through secure online forms and routes it into Salesforce and other systems of record.
Data & InfrastructureEnterprise SoftwareSaaSBloomington, US
Cedric Savarese(Executive Officer, Director)in
Board seatGeorge McCulloch· per SEC Form D
MemberClicks provides association management software for nonprofits, chambers of commerce, and member-based organizations, enabling membership applications, renewals, event planning, and community management.
AI & Machine LearningEnterprise SoftwareSaaSAtlanta, US
Thomas Howardin
Board seatBen LevinArthur Tingas· per SEC Form D
Co-investorsAllos VenturesElevate VenturesFive Elms CapitalSaaS Capital
Accelo provides software solutions for professional services businesses, helping teams manage operations and deliver services more efficiently.
AI & Machine LearningEnterprise SoftwareSaaSWollongong, AU
Geoff McQueen(Founder)
Co-investorsBlackbird Ventures
ActiveComply provides a suite of AI-powered compliance monitoring and automation products for regulated financial institutions, helping them monitor social media, advertising content, websites, and branch inspections to meet regulatory requirements across mortgage, banking, wealth management, and insurance sectors.
AI & Machine LearningEnterprise SoftwareFintechLegalTechSaaS
Mike Prince(Founder)in
Appspace is an internal communications platform that distributes messages across multiple employee endpoints including digital signage, mobile apps, intranets, and messaging services like Teams and Slack.
Enterprise SoftwareFuture of WorkSaaSDallas, US
Jeff Cate(Executive Officer)Brandon Miles(Executive Officer, Director)
Co-investorsAccel-KKRLLRPartners for Growth
Durham, US
Anil Chawla(Executive Officer, Director)in
BoardPaul Harney(Director)David E. Gardner(Director)
Co-investorsNC IDEARevolution
BigTime is a project and resource management platform that helps professional services firms track time and expenses, manage projects from quote to cash, and optimize margins and cash flow through a unified system.
AI & Machine LearningEnterprise SoftwareFintechFuture of WorkSaaSSales TechChicago, US
Brian Saunders(Founder)inJohn Pinkerton(Executive Officer)inLewis Joseph Matyas(Executive Officer)
BoardJohn S. Howell, Jr.(Director)Peter Bauert(Director)Joel Dryer(Director)
Co-investorsVista Equity PartnersMassMutual VenturesRuna CapitalWavecrest Growth Partners
Black Box Intelligence offers an AI-based restaurant performance platform that combines guest experience management (surveys, reputation management), financial benchmarks, and workforce analytics into a single connected view.
AI & Machine LearningData & InfrastructureSaaS
Mark Dillonin
Co-investorsDiversis
BoardEffect, part of the Diligent One Platform, provides governance, risk, audit, and compliance management for mission-driven organizations.
Enterprise SoftwareGovTechSaaS
Casago is a franchisor operating in the hospitality and vacation rental industry, with an executive leadership team overseeing franchise operations, strategic finance, and development.
B2B MarketplacesMarketplacesPropTechTravel & HospitalityScottsdale, US
Steve Schwab(Founder)inJohn Banczak(Executive Officer)inJoseph Riley(Executive Officer, Director)Jay Coggin(Executive Officer)inAnand Naimpally(Executive Officer)in
BoardJoerg Adams(Director)
Co-investorsSilver Lake Partners
Chronus provides mentoring, peer learning, change adoption, and employee community software designed to help organizations develop their workforce and build high-performance cultures.
AI & Machine LearningEdTechEnterprise SoftwareFuture of WorkHR TechSaaSSan Francisco, US
Ankur Ahlowalia(CEO)
Co-investorsMonta Vista CapitalSOSV
Clari, merged with Salesloft, provides an AI-powered system for revenue prediction and optimization serving enterprise customers.
AI & Machine LearningSaaSSales TechSunnyvale, US
Venkat Rangan(Founder)inAndy Byrne(Founder)in
BoardEnrique Salem(Director)inAjay Agarwal(Director)inAaref Hilaly(Director)inMark Gainey(Director)in
Co-investorsB Capital GroupB4 CapitalBain Capital VenturesHubSpot VenturesMadrona Venture GroupQuest Venture Partners+13 more
Concept3D offers a platform of digital experience tools—including interactive maps, virtual tours, event calendars (Localist), and room reservation software—that help organizations engage and navigate audiences.
EdTechMarketing TechSaaSDenver, US
Matt Brown(Founder)inRushton McGarr(Executive Officer, Director)inTom McKelvey(Director)Caitlin Finn(Executive Officer)Rawleigh Ralls(Director)Oliver Davis(Director)
Dash Social is a social media management platform that offers analytics, scheduling, and content management tools for marketing teams managing Facebook and other social channels.
AI & Machine LearningMarketing TechSaaSSocialHalifax, CA
Thomas(Cofounder and Chief Executive Officer)Tomek(Cofounder and Chief Technology Officer)
DialogTech was a Chicago-based provider of AI-powered call tracking and marketing analytics, acquired by Invoca in May 2021.
AI & Machine LearningMarketing TechSaaSChicago, US
Irvin M Shapiro(Director)Cindy Pogrund(Executive Officer)Jason Ferrara(Executive Officer)Robert Doyle(Executive Officer)Jason Pinter(Executive Officer)William M. Conroy(Director)
Co-investorsRC CapitalTensility Venture Partners
ECP is an all-in-one software platform for assisted living and senior living communities, connecting clinical care (eMAR, EHR, care planning), occupancy management (CRM, move-ins), and billing in a single system.
Digital HealthHealthtechSaaS
Co-investorsMaven Equity Partners
EFTsure provides supplier management and payment fraud prevention solutions for finance teams, specifically protecting accounts payable processes against invoice fraud, business email compromise, and deepfake schemes.
CybersecurityEnterprise SoftwareFintechSaaS
Mark Chazan(Founder)in
Co-investorsOIF VenturesOur Innovation Fund
EHS Insight is a software platform designed for safety professionals to manage Environmental, Health, and Safety programs.
AI & Machine LearningClimate TechEnterprise SoftwareImpact & Social GoodSaaS
Co-investorsPamlico Capital
EnergySys is a configurable cloud platform that enables domain experts in oil and gas operations—such as hydrocarbon accountants and production engineers—to build and adapt their own data systems without vendor dependency.
Cloud ComputingData & InfrastructureEnergyEnterprise SoftwareSaaS
Evaneos is an online platform that connects travelers with local, destination-based travel agencies to co-create customized, responsible trips tailored to each traveler's budget and preferences.
MarketplacesTravel & Hospitality
Yvan Wibaux(Founder)in
Co-investorsIsaiISAI GestionQuadrille CapitalSerenaXAngeBpifrance+2 more
Evaneos is an online platform that connects travelers with vetted local travel agencies to co-create tailor-made, responsible trips with English-speaking local experts.
Impact & Social GoodMarketplacesTravel & Hospitality
Yvan Wibaux(Founder)Éric La Bonnardière(Founder)
Co-investorsPartech VenturesBpifranceIsaiISAI GestionQuadrille CapitalSerena+2 more
Fivetran provides automated data pipelines that extract, load, and transform data into, out of, and across cloud data platforms, handling tasks like schema drift and transformations for data engineering teams.
Cloud ComputingData & InfrastructureEnterprise SoftwareSaaSSan Francisco, US
Taylor Brown(COO)inGeorge Fraser(CEO)inCraig Wright(Senior Manager, Partnerships \u0026 Dev Rel)Dasha Borovska(Talent at Fivetran)RC Brown(Recruiting Coordinator)Andy Tran(Recruiter)
Co-investorsAndreessen HorowitzDraper AssociatesEarl Grey CapitalGarage CapitalGeneral CatalystICONIQ+10 more
Fusion provides an operational resilience platform that helps organizations anticipate, prepare for, respond to, and recover from disruptions.
AI & Machine LearningCybersecurityEnterprise SoftwareSaaSRolling Meadows, US
John Jackson(Executive Officer, Director, Promoter)Victor Fricas(Executive Officer, Director, Promoter)David Nolan(Executive Officer, Director, Promoter)in
Co-investorsGreat Hill PartnersCatalyst Investors
Groove was a San Francisco-based B2B sales engagement platform that helped enterprise sales reps automate outreach, playbooks, and CRM data entry to boost productivity.
Chris Rothstein(Founder)in
Co-investors55 NorthCounterview CapitalOverton Venture CapitalQuest Venture PartnersResolute VenturesUncork Capital+4 more
Headversity provides a workplace mental health platform offering proactive resilience and mental fitness training plus an implementation system that translates standards like ISO 45003 and the MHCC National Standard into actionable programs.
Enterprise SoftwareHealthtechHR TechMental HealthWellness & Fitness
Dr. Ryan Todd(Founder)
Co-investorsGolden Opportunities FundWestCap
Healthy Roster provides software for athletic trainers to document injuries, run concussion testing, and access continuing education.
Digital HealthSaaSSports TechDublin, US
DAN FRONCZAK(Executive Officer, Director)inNATHAN HEERDT(Executive Officer, Director)inSHAWN PRICE(Executive Officer)in
BoardRYAN HELON(Director)JIM HACKBARTH(Director)
Co-investorsConnetic VenturesJobsOhio VenturesJumpstart VenturesOklahoma Life ScienceRev1 VenturesTamarind Hill
Higher Logic offers a community, communications, and engagement platform that unifies audience interaction data and applies AI to help organizations understand and personalize member and customer experiences.
AI & Machine LearningMarketing TechSaaSArlington, US
Robert A. Wenger(Chief Executive Officer)Andrew Steggles(President)
BoardLarry Contrella(Director)inRobert Nye(Director)in
Co-investorsJMI Equity
Hoxhunt provides an AI-powered human risk management platform that automates security awareness and phishing training for enterprise employees through gamified, personalized simulations and interactive training modules.
AI & Machine LearningCybersecurityEnterprise Software
Mika Aalto(Founder)inKarri Kurunmäki(Founder)Pasi Salo(Founder)Pyry Åvist(Founder)
Co-investorsDawn CapitalIcebreakerRound2 Capital Partners
Inbenta develops an Agentic AI platform that automates customer interactions across multiple channels with high accuracy while maintaining safety and compliance.
AI & Machine LearningEnterprise SoftwareSaaSAllen, US
Jordi Torras(Executive Officer, Director)inMelissa Solis(Chief Executive Officer)Merlin Bise(Chief Technology Officer)in
BoardGeorge McCulloch(Director)Ramanan Raghavendran(Director)inOliver Flogel(Director)
Co-investorsNTT DOCOMO VenturesSilver Lake PartnersTritium PartnersAmasiaScale Capital
Instaclustr, part of NetApp, provides a managed platform, enterprise support, and consulting for open source data technologies, helping enterprises run their data layer more reliably and efficiently.
Cloud ComputingData & InfrastructureDeveloper ToolsEnterprise Software
Adam Zegelin(Founder)in
Co-investorsBailador Technology InvestmentsOIF VenturesOur Innovation FundSignificant VenturesSydney Angels
Proofpoint provides email security, data loss prevention, and AI security products that protect people and data across email, cloud, and AI usage.
CybersecurityEnterprise SoftwareSaaSGreenwood Village, US
Robert Eggebrecht(Executive Officer, Director)Charles Bloomquist(Executive Officer, Director)Julie Layton(Executive Officer)Gary Schlisner(Executive Officer)
BoardJoel Lanik(Director)Robert Dunn(Director)
Co-investorsMultiplier Capital
Invisible builds AI systems embedded into enterprise operations and workflows, focusing on integrating AI infrastructure into existing business processes rather than deploying standalone software solutions.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareFuture of WorkSaaSSan Francisco, US
Francis Pedraza(Founder)inJay Kumar(Founder)inMatt Fitzpatrick(Chief Executive Officer)inRicardo Pedraza(Executive Officer)Kamron J Palizban(Executive Officer)Marshall Sutherland(Executive Officer)
Co-investorsAcrew CapitalBackedBY Venture PartnersDay One VenturesDeepwater Asset ManagementGaingels+9 more
Legato Security provides a security operations platform and managed security services for enterprises, combining threat detection, monitoring, and strategic guidance to reduce alert fatigue and enhance visibility across existing security tools.
CybersecurityEnterprise SoftwareSaaS
Tom(Founder)Jen(Founder)
Lightning Step provides an electronic medical record (EMR) system designed for addiction treatment and recovery centers, with features for client management, billing automation, revenue cycle management, and insurance processing.
Digital HealthHealthtechSaaS
Co-investorsGallant CapitalBlueprint Equity
Logile provides labor modeling software that translates operational demand into precise, task-level labor requirements for enterprise workforce planning.
AI & Machine LearningEnterprise SoftwareHR TechRetail TechSaaS
Purna Mishra(Founder)in
Co-investorsSixth Street
MachineMetrics provides a manufacturing execution system (MES) with AI-powered machine monitoring for discrete manufacturers.
Advanced ManufacturingAI & Machine LearningSaaSEasthampton, US
Eric Hagopian(Director)Eric Fogg(Director)inWilliam Bither(Executive Officer, Director)
BoardWord D. Peak III(Director)Jennifer Jordan(Director)in
Co-investorsHyperplane Venture CapitalMassVenturesTola CapitalLRVHealth
Management One provides Retail ORBIT, an AI-driven inventory planning and forecasting platform paired with dedicated retail expert coaching to help independent retailers free up cash trapped in inventory.
AI & Machine LearningRetail TechSaaS
Co-investorsMaven Equity Partners
Mixbook provides a platform for creating and sharing photo books and digital memory products, enabling users to capture and preserve personal stories and memories.
ConsumerCreator EconomyDirect to ConsumerE-commerceBerkeley
Andrew Laffoon(Co-Founder and CEO)inAryk Grosz(Co-Founder)in
Co-investorsCentral Texas Angel NetworkFounderPartnersNo Talking CapitalSteamboat Ventures Asia Management, Ltd.
MobileCause provides fundraising and donor engagement software for nonprofits, schools, and volunteer-led organizations, including online giving, peer-to-peer campaigns, event ticketing, mobile bidding, and donor CRM tools.
FintechImpact & Social GoodSaaSCalabasas, US
Jonathan Atzen(Executive Officer)Dale Bartos(Executive Officer)Sean MacNeill(Executive Officer, Director)
BoardYuri Pikover(Director)Ken Denman(Director)Robert Hawk(Director)
Co-investorsMontage Capital
Santa Monica, US
Robert Reed(Director)Robert Blatt(Executive Officer, Director)Adam Schneider(Executive Officer)
BoardEd Cluss(Director)inSalil Pradhan(Director)David Cremin(Director)in
Co-investorsBonfire VenturesFrontier Venture CapitalHillcrest Venture PartnersKortschak Investments L.P.MI VenturesSignia Venture Partners
Movista is a SaaS provider of retail execution software that unifies planning, task execution and reporting for in-store teams.
Bentonville, US
Stanley Zylowski, Jr.(President)April Seggebruch(Vice President - Operations)in
BoardJames K. Hendren(Director)Nathan Sanko(Director)
Co-investorsEscalate Capital Partners
Net Health provides clinical intelligence and specialty software solutions for healthcare organizations delivering wound care, rehabilitation therapy, occupational health, and skilled nursing services.
AI & Machine LearningDigital HealthHealthtechMedical DevicesSaaSPittsburgh, US
Co-investorsSilversmith Capital PartnersSpectrum EquityACE & Company
NinjaCat is an AI agent platform that unifies cross-channel marketing data from 150+ connectors and deploys automated agents to handle reporting, budget pacing, anomaly detection, QA, and client-branded reports across many accounts.
AI & Machine LearningMarketing TechSaaSNew York, US
Paul Deraval(Executive Officer, Director)inBrian Lee(Executive Officer)inJoseph Collins(Executive Officer, Director)Adam Zeitsiff(Director)
Co-investorsLighter Capital
Ninth Wave provides an Open Finance Hub that connects financial institutions to the open finance ecosystem, linking over 120 million accounts through secure data-sharing with OAuth tokenization and integration with bank security and authentication standards.
CybersecurityData & InfrastructureFintech
Onit provides software solutions for legal operations and contract management, including Enterprise Legal Management and Contract Lifecycle Management platforms designed to help organizations streamline legal workflows and improve compliance across industries such as pharma, finance, insurance, and technology.
AI & Machine LearningEnterprise SoftwareLegalTech
Eric Elfman(Founder)inNick Whitehousein
Co-investorsElsewhere PartnersTexas HALO FundZillionizeHetz Ventures
onPhase is a financial automation platform providing accounts payable automation, payments processing, document management, and workflow solutions for mid-market and enterprise organizations across manufacturing, healthcare, retail, and professional services.
AI & Machine LearningEnterprise SoftwareFintechSaaSTampa Bay, US
Robert Michlewicz(Chief Executive Officer)in
Co-investorsAquiline Technology Growth
Ordergroove provides subscription infrastructure for enterprise commerce, letting brands integrate once and manage subscriptions across storefronts, retail, voice, and AI agent channels.
E-commerceRetail TechSaaSNew York, US
Greg Alvo(CEO & Founder)inPaul Fredrich(Executive Officer)inOfir Shalom(Executive Officer)Brendan McGovern(Executive Officer)inErin Rucker(Executive Officer)in
BoardDavid Strasser(Director)
Co-investorsAllegro Venture PartnersBee PartnersLerer HippeauLFX Venture PartnersSWaN & Legend Venture PartnersUpstage Ventures+1 more
Osprey provides flight planning integration and risk assessment analysis for aviation operations, combining proprietary data with external aviation information to optimize routes for safety, efficiency, and security.
AI & Machine LearningDefense TechEnterprise SoftwareLogistics & Supply ChainSaaS
Andrew(CEO and Co-founder)Bruce(Co-founder and Head of Partnerships)
Co-investors24 Haymarket
PassFort built software that handled the collection, verification, and storage of due diligence documents for customers and suppliers, drawing on integrated third-party data sources.
Enterprise SoftwareLegalTechLondon, GB
Donald Gillies(CEO)inHenry Irish(Founding CTO)in
Co-investorsEntrepreneur FirstEpisode1OpenOceanVolution VenturesMMC VenturesPaul Forster
Jaan Health builds AI-driven software for medical groups, health systems, and ACOs to deliver proactive chronic disease management across their patient populations.
AI & Machine LearningDigital HealthHealthtechSaaSCincinnati, US
Nabeel Kaukab(Founder)in
Co-investorsHustle Fund
PhotoShelter provides a digital asset management and content distribution platform that lets marketers and creatives store, organize, and distribute high-quality visual content.
AI & Machine LearningMarketing TechSaaSNew York City, US
Jeffrey Arnold(Founder)in
Co-investorsArcher Capital GroupArcher Venture Capital
Planet DDS develops enterprise software solutions for dental practices and dental service organizations, including cloud-based practice management systems, AI-enabled imaging technologies, and an open API platform called DentalOS.
AI & Machine LearningDigital HealthEnterprise SoftwareHealthtechSaaSIrvine, US
Eric Giesecke(CEO)in
Co-investorsAquiline Technology GrowthFerst Capital Partners
Powell offers a centralized intranet platform for managing Microsoft 365 tools, SharePoint, and third-party applications, designed for IT teams in regulated industries.
Enterprise SoftwareFuture of WorkSaaSViroflay, FR
Co-investorsCAP HORN VC
Pramata is a contract intelligence platform that turns an enterprise's contract portfolio into structured, AI-ready data used across legal, finance, sales, and procurement teams.
AI & Machine LearningEnterprise SoftwareLegalTech
Co-investorsVolition CapitalPeninsula Ventures
Provi is a marketplace platform that connects buyers (bartenders, restaurant and retail owners, distributors) with alcohol distributors across the U.S., offering centralized ordering, product visibility, and supply chain management for the beverage alcohol industry.
B2B MarketplacesFoodTechSaaSChicago, US
Taylor Katzman(Founder)in
Co-investorsBessemer Venture PartnersBluestein VenturesFJ LabsHyde Park AngelsHyde Park Venture PartnersInterplay Ventures Early Stage Management Llc+3 more
PSTrax provides software that automates scheduling, tracking, and documentation of fire and EMS operations, including vehicles, stations, supplies, assets, SCBA, PPE, controlled substances, and blood products.
Enterprise SoftwareGovTechSaaSLittleton, US
Scott Bergeron(Co-founder)inCliff Long(Co-founder)in
Co-investorsGrowth Street Partners
Radix is a Web3 and DeFi platform built around a purpose-built "Digital Asset Engine," offering the Scrypto asset-oriented programming language and Radix Engine for developers to build decentralized applications, plus the Radix Wallet with human-readable transactions and multi-factor account recovery for end users.
Crypto & Web3Developer ToolsFintech
Co-investorsLocalGlobeMaven 11TitanBlock
Ready Education builds custom mobile apps for colleges and universities that unify campus resources like LMS, athletics, clubs, and events into a single branded app.
ConsumerEdTechFuture of WorkSaaSSocialMontreal, CA
Danial Jameel(CEO)inAlice Dinu(Vice President Student Success \u0026 Research)inJames Dang(Founder)inGary Ambrosino(Chief Executive Officer)in
Co-investorsFounderFuelFundersClubGoAhead VenturesY CombinatorLevel VenturesLiquid Ventures+2 more
Real Life Sciences develops Natural Language Processing platforms for pharmaceutical and contract research organizations to discover novel insights from clinical and real-world data while protecting patient identity and confidential information.
AI & Machine LearningBiotechHealthtechSaaS
Riskonnect provides integrated risk management software and consulting services for enterprises across healthcare, financial services, and other industries, covering areas such as claims management, compliance, business continuity, and ESG reporting.
AI & Machine LearningEnterprise SoftwareInsurTechSaaSChicago, US
Jim Wetekamp(Chief Executive Officer)in
Co-investorsArrowroot CapitalTA AssociatesWestern Technology InvestmentThoma Bravo
Rockbot offers a platform for businesses to manage in-location audio and visual experiences, including licensed background music, digital signage, in-store TV content, guest song requests, and audio/visual advertising.
AdTechMedia & EntertainmentRetail TechSaaSOakland, US
Garrett Dodge(Executive Officer, Director, Promoter)in
BoardGabe Karp(Director)inDavid Spector(Director)
Co-investorsAccelerator VenturesBonfire VenturesForefront VentureGV (Google Ventures)Quest Venture PartnersXG Ventures+4 more
RocketRez offers a cloud-based ticketing, point-of-sale, and guest experience platform for tours and attractions of all sizes and verticals, helping operators manage revenue, guest experiences, and operations.
AI & Machine LearningRetail TechSaaSTravel & HospitalitySteinbach, CA
John Pendergrast(Founder and Industry Chairman)inAlyza Tarmohamed(Chief Executive Officer)in
Co-investorsBlueprint EquityTIMIA Capital
Tulip provides a clienteling and customer engagement platform for retailers, offering tools for personalized outreach, appointment scheduling, and point-of-sale that help boost loyalty, conversion, and average order value.
Retail TechSaaSSales Tech
Satisfi Labs develops a conversational AI platform that uses natural language processing and large language models to enable guests and customers to access information and complete transactions through chat.
AI & Machine LearningEnterprise SoftwareSaaSNew York City, US
Randall Newman(Founder)in
Co-investorsAurumComcast VenturesFlorida FundersTechstarsBigfoot CapitalStadia Ventures
SaaS-based platform for K-12 attendance automation and visitor management.
Gaithersburg, US
Mark H. Ruiters(Executive Officer, Director)in
BoardGeorge McCullough(Director)
Security Journey provides developer-focused secure coding training and education to help organizations build security into their software development processes.
CybersecurityDeveloper ToolsEdTechEnterprise Software
Dan Newton(Chief Executive Officer)inMichael Borton(Chief Financial Officer)Jason Brubaker(Chief Technology Officer)in
SightCall VISION is a video intelligence platform that enables service teams to resolve customer and field service issues remotely, automatically capture expertise into searchable knowledge, and extract operational insights to improve service performance.
AI & Machine LearningEnterprise SoftwareSaaS
Thomas CottereauinAntoine Vervoortin
Co-investorsInfraVia Capital PartnersBpifranceIdinvest Partners
SimplyInsured provides an online platform for small business owners to purchase and manage health insurance.
FintechHealthtechInsurTechSaaSSan Francisco, US
Vivek Shah(Founder)inCraig Brott(Software Engineer)George HuoCharles Szymanski(Software Engineer)Gillian Barrett(Recruiter)David Bai(Head of Engineering)
Co-investorsY CombinatorBessemer Venture PartnersCorazon CapitalNew York Life VenturesAgrolimen VenturesAltaIR Capital+2 more
Cloud takeoff and estimation software for general contractors and subcontractors.
Cincinnati, US
Raymond DeZenzo(Executive Officer, Director)inPhillip Ogilby(Director)in
BoardDouglas Groh(Director)Charles Chen(Director)inArthur Tingus(Director)Sam Miller(Director)
Co-investorsCincyTech
Stova (formerly Aventri) provides an end-to-end event management platform covering planning, registration, attendee engagement, onsite services like badge printing and check-in, and event analytics.
Enterprise SoftwareMarketing TechSaaS
Co-investorsCamden PartnersConnecticut InnovationsHGGCThe Argentum GroupWestway Capital
Sunwave offers a CRM and admissions platform for behavioral health and addiction treatment facilities, consolidating inquiry tracking, bed board management, verification of benefits, referral attribution, call tracking, and marketing analytics into one system.
AI & Machine LearningDigital HealthHealthtechSaaS
Jay Rosen(Founder)in
Co-investorsBlueprint Equity
TaskEasy is a Salt Lake City-based online marketplace that automates lawn mowing and exterior property maintenance nationwide.
B2B MarketplacesSaaSSalt Lake City, US
Kenneth R. Davis(Executive Officer, Director)Jeff Davis(Executive Officer)inJoseph Turner(Executive Officer)inKen Davis(Founder)inMontana Marsden(SVP & GM, TaskEasy)in
BoardKirk Holland(Director)in
Co-investorsAccess Venture PartnersCamber CreekGrotech VenturesKickstartModerne VenturesService Provider Capital+1 more
TeamDynamix is a SaaS company offering a no-code platform for IT service management, project portfolio management, and enterprise integration and automation (iPaaS).
AI & Machine LearningDeveloper ToolsEnterprise SoftwareFuture of WorkSaaSColumbus, US
Rod Mathews(CEO)in
Co-investorsK1 Investment ManagementFive Elms Capital
TeamSupport is a cloud-based customer operations platform for B2B companies that unifies onboarding, support, and customer success.
AI & Machine LearningEnterprise SoftwareFuture of WorkSaaSDallas, US
Robert C. Johnson(Executive Officer)inEric Harrington(Co-Founder)inGrant Stanis(CEO)in
Co-investorsTIA Ventures
Teamwork Commerce provides an enterprise point-of-sale and order management platform for retailers, supporting omnichannel fulfillment, RFID self-checkout, real-time customer and store analytics, and unified commerce integrations.
Enterprise SoftwareRetail TechSaaSClearwater, US
Michael Mauerer(Founder)in
Tenovos offers an AI-enriched digital asset management and content intelligence platform that unifies content from multiple sources into a single visual layer for teams to find, govern, and activate assets.
AI & Machine LearningEnterprise SoftwareMarketing TechSaaSNew York, US
Selim M. Hakimi(Executive Officer, Director)John Shackleton(Director)D. Scott Bowen(Executive Officer, Director)inAndrea Pulcini(Director)
BoardAdriaan D. Zur Muhlen(Director)in
Co-investorsProgress VenturesRevel PartnersS4S VenturesBDMI
Tripleseat provides event management software for hospitality venues including restaurants, hotels, and other unique venues to book and manage events more efficiently.
Enterprise SoftwareSaaS
Co-investorsGeneral AtlanticMoment Ventures, LlcStorm VenturesVista Equity PartnersDundee Venture Capital
Uberall is a multi-location marketing platform that helps brands manage their online presence across search engines, maps, AI tools, and social media.
AI & Machine LearningMarketing TechSaaSBerlin
David Federhen(Founder)inFlorian Hübner(Founder)inJosha Benner(Founder)
Co-investorsBregal MilestoneFrontier Venture CapitalHPE GrowthKreos CapitalProject A VenturesProject Ventures
Fresh 360 is a solution that helps store associates order, produce, and deliver fresh food with precision through prediction, preparation, pricing, and labeling capabilities.
AI & Machine LearningFoodTechRetail TechSaaS
Shamus Hinesin
Co-investorsPrairie Capital
Vacasa is a full-service vacation rental management company that provides property care, booking distribution, and revenue management for owners of more than 40,000 vacation homes across North America.
MarketplacesPropTechTravel & Hospitality
Eric Breon(Founder)inCliff Johnson(Founder)
Co-investorsAssurant VenturesAurum Venture PartnersFirstMark CapitalGrand VenturesPartners for GrowthRiverwood Capital+2 more
Higher Logic Vanilla (formerly Vanilla Forums) is a community software platform for B2B and B2C companies to create branded online engagement hubs.
CybersecurityEnterprise SoftwareSaaSMontréal, CA
Co-investorsTechstars
VisiQuate provides analytics and automation software powered by its AI engine "Ana," offering predictive analytics, AI agents, and automated workflows.
AI & Machine LearningEnterprise SoftwareSaaSSanta Rosa, US
Brian Robertson(Founder & CEO)inRich Waller(Executive Officer, Director)inJim Kolmansberger(Executive Officer, Director)Sven Zabka(Executive Officer)inRaymond Hsu(Executive Officer)inJK Kolmansberger(Co-Founder & President)in
Co-investorsAccel-KKRSixth StreetFirst Analysis
WellRight provides a customizable cloud-based platform for building and managing corporate workplace wellness programs.
HealthtechHR TechSaaSWellness & FitnessChicago, US
TAD MITCHELL(Executive Officer, Director)inNeepa Patel(Chief Executive Officer)inPaul Danao(Chief Growth Officer)inEileen Collins(Chief Financial Officer)inDr. Andrew Crighton(Chief Medical Officer)Gordan Redzic(Chief Technology Officer)in
Co-investorsMethod Capital
Bonterra CyberGrants (formerly WeSpire/CyberGrants) is a corporate social responsibility software platform that combines employee giving, volunteering, and grant management in one system.
Enterprise SoftwareImpact & Social GoodSaaSBoston, US
Susan Hunt Stevens(Executive Officer, Director)inStuart Weigensberg(Executive Officer)
BoardJohn Landry(Director)William Wiehl(Director)Anton Szpitalak(Director)Tim Healy(Director)
Co-investorsConvergeStartupbootcamp FinTech MexicoClean Energy Ventures
Pittsburgh, US
Jason Hong(Director)inNorman Sadeh-Koniecpol(Executive Officer, Director)Lorrie F. Cranor(Director)Norman M. Sadeh-Koniecpol(Executive Officer, Director)Michael Borton(Executive Officer)Joseph Ferrara(Executive Officer, Director)
WorkStep (WorkHound) is an AI-powered employee engagement platform for frontline and distributed workforces, offering surveys, AI-generated responses to feedback, targeted communications, and predictive insights.
AI & Machine LearningHR TechSaaSChattanooga, US
Max Farrell(CEO)inAndrew Kirpalani(Executive Officer, Director)Elizabeth Engel(Director)
Co-investorsDivide by ZeroDynamo VenturesGrand VenturesLifeSci Venture PartnersLightyearSpringTime Ventures+2 more
WorkStep, a Learning Pool company, is a software platform for employee engagement and retention of frontline workers, using automated surveys, predictive analytics, and coaching tools to help HR and operations leaders reduce turnover and improve productivity.
AI & Machine LearningFuture of WorkHR TechSaaS
Dan Johnston(Founder)inJustin(Co-founder & CTO)in
Co-investorsFirstMark CapitalNewRoad Capital Partners, LLCStout Street CapitalTech Square Ventures
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Collaborative Boating, Inc.GovInvest Inc.AcornAventriBlackthorn IoBlue RidgeCarrotChartedCivicPlusClewCloudCheckrClubReadyCriteriaECiEnsentaFirm360HVR SoftwareLock8Longboard MediaMade ComMemberClicksMonet SoftwareMonsidoMytonomyOmega PointOptimereOrdergrooveOrgChartPayGoPrismmProjector PSAProviPure HomeRiverRadiate Media (MatchBin)RelayRevation SystemsSevenFiftySHPSidewalksimPROSiteHawkSMMTicketManagerTrueCompTulipVivoAquaticsVolueWombat
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.
















































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