/Investor DB

SaaS Capital — Full Portfolio

115 tracked investments · listed companies and verified rows first

Uplanduplandsoftware.comin𝕏NASDAQ: UPLDDec 2013

Upland Software is an enterprise software company integrating artificial intelligence into its product portfolio and internal operations.

AI & Machine LearningCloud ComputingEnterprise SoftwareMarketing TechSaaSAustin, US

S. Christopher Ney(Executive Officer, Promoter)John T. McDonald(Executive Officer, Director, Promoter)Michael Hill(Executive Officer)Sean Nathaniel(Chief Executive Officer and President)inJennifer Simon(Chief Financial Officer)inDan Doman(Chief Product Officer)

Co-investorsActivant CapitalBantam GroupEniac VenturesHGGCProgress VenturesRaptor Group+4 more

Accent-Technologies.comaccent-technologies.comin𝕏Jun 2018

Accent Technologies provides a revenue enablement platform that combines content management, guided selling, and learning tools for sales teams.

AI & Machine LearningMarketing TechSaaSSales TechMelbourne, US

JOHN FAKATSELIS(Executive Officer)PETER MCCHRYSTAL(Executive Officer)

Co-investorsVocap Investment Partners

Advisenadvisenltd.comin𝕏Jul 2016 · $6.5M

Advisen provides data, media, and technology solutions for the commercial property and casualty insurance industry.

Data & InfrastructureInsurTechMarketing TechMedia & EntertainmentHouston, US

Martin Simoncic(CEO)

Agent IQagentiq.comin𝕏

Agent IQ builds software solutions for banking and financial services, leveraging artificial intelligence and machine learning to serve financial institutions.

AI & Machine LearningEnterprise SoftwareFintechSaaSAustin, US

Slaven Bilac(CEO and Co-Founder)

Co-investorsSierra Ventures7BC Venture Capital

BluLogixblulogix.comin𝕏Jan 2022

BluLogix provides an end-to-end revenue lifecycle management platform covering billing and revenue recognition, using automation to handle complex financial processes for businesses.

Enterprise SoftwareFintechSaaSMclean, US

Youssef Yaghmour(Executive Officer, Director)inTim Cook(Executive Officer, Director)Adam Cole(Director)Yaghmour Youseef(Executive Officer, Director)Wesley Johnston(Director)Anthony Rickert(Director)

Buyapowa.combuyapowa.comin𝕏

Buyapowa provides an enterprise referral marketing platform that lets brands run customer, employee, and other referral programs from one place, managing leads and reward distribution.

AdTechMarketing TechSaaS

Gideon Lask(Founder & CEO)in

Co-investorsJuno Capital Partners

Care Solacecaresolace.orgin𝕏

Care Solace provides mental health support services for individuals through a network of care companions and providers.

Digital HealthHealthtechImpact & Social GoodMental HealthSan Diego, US

Chad Castruita(Founder and CEO)in

CareAnywarecareanyware.com𝕏acquired by Brightree

Brightree provides cloud-based software for home medical equipment (HME), durable medical equipment (DME), pharmacy, and home/ambulatory infusion businesses, automating workflows across referrals, patient intake, documentation, inventory, delivery, resupply, billing, and reporting.

Digital HealthHealthtechSaaS

Central Desktopimeetcentral.comin𝕏acquired by PGi

iMeetCentral provides a cloud-based project and campaign management platform for creative teams, agencies, and marketing professionals to collaborate, track projects, and manage workflows in centralized workspaces.

Cloud ComputingEnterprise SoftwareFuture of WorkMarketing TechSaaS

Co-investorsOpenView Venture Partners

Certica Solutionscerticasolutions.cominFeb 2015

K12 assessment and analytics provider, acquired by Instructure.

Wakefield, US

Jeffrey Averick(Executive Officer, Director)Mark Rankovic(Executive Officer, Director)in

BoardMartin Brutosky(Director)Edward C Williams, III(Director)

Co-investorsBrook Venture Partners

Chatmeterchatmeter.comin𝕏

Chatmeter provides AI-powered reputation management for multi-location businesses, now integrated into the Alchemer platform to manage customer feedback across locations.

AI & Machine LearningMarketing TechSan Diego, US

Collin Holmes(Executive Officer, Director)

Co-investorsForefront VentureHemisphere Ventures LLCKeshif VenturesSandalphon CapitalWestlake International Group

Cinematic Health Educationcinematichealtheducation.comin𝕏

Cinematic Health provides story-driven online caregiver training using Hollywood-quality video episodes to prepare CNAs, HHAs, and personal care aides for real-world care.

Digital HealthEdTechHealthtechGreen Brook, US

Timothy L. Murray(Founder, Executive Chairman)inCHAD SCHAEDLER(Chief Executive Officer)inJoseph Schneier(Chief Executive Officer)inCharissa(Chief Product Officer)inDennis Brooks(Chief Operating Officer)inJonathan Dariyanani(Director)

Co-investorsJuvo VenturesRethink Capital Partners

ClarisHealthclarishealth.comin

ClarisHealth provides a technology platform called Pareo that helps health plans identify, recover, and avoid payment overpayments through workflows, analytics, and business intelligence.

AI & Machine LearningEnterprise SoftwareHealthtechSaaS

Michael Axt(Chief Executive Officer)inGary Eeds(Chief Operating Officer)inMike Kriz(Chief Technology Officer)

Co-investorsPamlico Capital

ClearCompany.comclearcompany.comin𝕏

ClearCo (ClearCompany) operates a remote-first workplace focused on helping leaders support their people, positioning its work around building better workplaces.

AI & Machine LearningEnterprise SoftwareFuture of WorkHR TechSaaS

ClearPointStrategy.comclearpointstrategy.comin𝕏

ClearPoint develops management reporting software that helps organizations make data-driven decisions through simplified and efficient reporting tools.

Data & InfrastructureEnterprise SoftwareSaaS

Ted(Founder and Managing Partner)Dylan(Co-Founder and Managing Partner)

Clinicientclinicient.comin𝕏

Clinicient provides an electronic medical record (EMR) platform designed for rehabilitation therapy organizations including physical therapy, occupational therapy, and speech-language pathology providers.

Enterprise SoftwareHealthtechSaaSPortland, US

Jerry Henderson, PT(Clinicient Founder & VP of Clinical Strategy)Steven Sipowicz(Executive Officer)inKARI J MINTON(Executive Officer)inJAMES M PLYMALE(Executive Officer, Director)Rick Jung(CEO of Clinicient)

BoardSusan Bihler(Director)in

Co-investorsCatalyst InvestorsSixth StreetLead Edge Capital

Codilitycodility.comin𝕏

Codility builds an enterprise platform for assessing and developing engineering talent, combining competitive programming methodology with psychometric science to help organisations identify, evaluate, and grow engineers, with particular focus on AI-readiness skills.

Developer ToolsEdTechEnterprise SoftwareHR TechSaaS

Greg Jakacki(Founder)Natalia Panowicz(Co-founder & Chief Executive Officer)inGrzegorz Jakacki(Founder)Tomasz Walen(Founder)

Co-investorsKennet PartnersOxx

ConnectALL.comconnectall.comacquired by Broadcom

ConnectALL is an integration and automation platform that synchronizes data across enterprise software delivery tools, including legacy systems, Agile tools, ITSM platforms, and custom applications.

Data & InfrastructureDeveloper ToolsEnterprise SoftwareSaaS

Lance Knightin

DataBPdatabp.comin

DataBP provides a platform and managed services that automate the commercial and administrative processes of market data licensing and sales for financial data providers such as exchanges, index providers, trading platforms, clearing houses, and data vendors.

Data & InfrastructureEnterprise SoftwareFintechSaaS

DATIS.comdatis.comin𝕏

DATIS HR Cloud offers a unified HR and payroll software platform for behavioral health and human services organizations, connecting employees and aligning departments across an agency.

Cloud ComputingHR TechSaaS

Direct Commercedirectcommerce.cominApr 2019 · $2.5M

Direct Commerce provides accounts payable and spend management software that connects enterprise buyers with their suppliers, including a Supplier-First model launched in 2023.

Enterprise SoftwareFintechSaaSPalo Alto, US

Bruce Hanavan(Executive Officer, Director)Robert Wadsworth(Director)Kent Johnson(Executive Officer, Director)Richard Garvin(Director)

Dovetailsoftwaredovetailsoftware.comin𝕏

Dovetail Software provides an HR service delivery platform with case management, employee portal, and knowledge management capabilities for enterprise HR teams.

Enterprise SoftwareHR TechSaaS

Co-investorsBigfoot Capital

Edge10edge10group.comin

EDGE10 Group provides electronic health record systems and performance analytics software for professional sports teams and leagues.

Data & InfrastructureHealthtechSaaSSports TechLos Angeles, US

Gaetan Lefebvre(Founder and COO of ARMS Health)Justin Paige(Chief Executive Officer)in

Co-investorsGuinness VenturesOctopus Ventures

Enerveeenervee.cominDec 2014

Enervee runs online product-comparison marketplaces that guide households toward energy-efficient and carbon-saving appliances, using its Enervee Score to rank products by efficiency.

CleantechEnergyMarketplacesSanta Monica, US

Matthias H Kurwig(Executive Officer, Director, Promoter)in

BoardDon Epperson(Executive Officer, Director, Promoter)

Co-investorsFuture Energy VenturesObvious Ventures

enosiXenosix.comin𝕏Jul 2014

enosix provides real-time SAP integration solutions that unify complex enterprise systems for manufacturers, consumer products companies, and other large organizations.

Data & InfrastructureEnterprise SoftwareSaaSCincinnati, US

Gerald Schlechter(Founder and Chief Strategy Officer)inGerald Schlecter(Executive Officer, Director)Philippe Jardin(Executive Officer, Director)in

BoardWilliam Trainor(Director)Dov Rosenberg(Director)

Co-investorsAllos VenturesCapital Midwest FundJobsOhio VenturesJumpstart VenturesMK CapitalMutual Capital Partners

EveryoneSocialeveryonesocial.comin𝕏

EveryoneSocial provides analytics and audience insights for company social media posts, showing which audiences are reached and comparing performance across company, executive, and staff accounts.

Enterprise SoftwareMarketing TechSaaSSocialSalt Lake City, US

Cameron Brain(Founder)in

Co-investorsEPIC VENTURESNext Frontier Capital

Extoleextole.cominNov 2014

Extole offers an enterprise referral marketing platform that lets brands build, run, and optimize customer referral programs across web, mobile, in-store, and call-center touchpoints.

AdTechAI & Machine LearningEnterprise SoftwareMarketing TechSaaSSan Francisco, US

Matthew Roche(Executive Officer, Director)inErik Zech(Executive Officer)in

BoardJeff Crowe(Director)inStacey Bishop(Director)inChris Moore(Director)in

Co-investorsScale Venture PartnersShasta VenturesNorwest Venture PartnersSaints CapitalWestway CapitalRedpoint Ventures

Facility Healthfacilityhealthinc.com

Grand Rapids, US

Christian K. Fernando(Founder)inHans M. Nelson(Founder)

BoardPaul D'Amato(Director)inJoe Lampen(Director)

Co-investorsID VenturesMichigan Capital NetworkWakestream Ventures

FluidSecurefluidsecure.com

FluidSecure provides a cloud-based fuel management system that eliminates the need for traditional hardware infrastructure by attaching directly to existing fuel pumps to capture real-time data and enable remote monitoring.

Enterprise SoftwareHardwareIoTLogistics & Supply ChainSaaS

Katherine Blyth(Founder)inJohn Blyth(Founder)

FMXgofmx.cominMar 2019

FMX is a computerized maintenance management system that enables facilities leaders to manage maintenance processes, track asset productivity, and monitor key operational metrics.

EdTechEnterprise SoftwareFuture of WorkPropTechSaaS

Brian Gregory(Founder and CEO)inJeff Wilkins(Executive Chairman)in

Francisco Partnersfranciscopartners.com

Francisco Partners is a technology-focused private investment firm that makes majority or minority investments across earlier stage and mature companies.

Co-investorsBCI

FreeAgentfreeagent.cominAcquired

FreeAgent provides accounting software products, referencing HMRC guidelines and working toward WCAG 2.2 Level AA accessibility compliance.

Cloud ComputingFintechSaaS

Roan Lavery(Chief Executive Officer, Co-founder)inEd Molyneux(Co-founder)inOlly Headey(Co-founder)inGraeme Boyd(Chief Technology Officer)inAngela Fleming(Vice President Product)inStewart Hurd(Vice President Sales)in

Co-investorsLightbankLocalGlobePoint NineSeneca Partners

Freshopfreshop.comin𝕏

Freshop provides a digital commerce platform for brick-and-mortar and online grocery retailers, enabling multiple fulfillment types, online product catalogs, and mobile shopping apps.

E-commerceFoodTechRetail TechSaaS

Co-investors500 Global

Galley Solutionsgalleysolutions.comin

Galley provides a Culinary Resource Planning platform for institutional foodservice operations, helping kitchen teams manage recipes, menus, nutrition, inventory, and purchasing through a centralized data system.

Enterprise SoftwareFoodTechSaaSSan Diego, US

Ian Christopher(Executive Officer, Director)Benji Koltai(Executive Officer, Director)

BoardAshley Fontana(Director)

Co-investorsBranded Strategic HospitalityFTW VenturesAstanor VenturesTet VenturesZetta Venture Partners

GoMo Healthgomohealth.comin

GoMo Health provides digital healthcare engagement solutions that guide patients and members toward meaningful health actions through evidence-based content, care pathways, and human-centered design.

Digital HealthHealthtechSaaSWellness & Fitness

Bob Gold(Founder)in

Co-investorsRittenhouse Ventures

GradLeadersgradleaders.comin

GradLeaders provides cloud-based software for career services, talent acquisition, and workforce development, serving higher education institutions, employers, school districts, and workforce agencies.

EdTechHR TechSaaSColumbus, US

Graduwaygraduway.com

Graduway is a branded digital platform that enables institutions to engage alumni through networking, career mentoring, event management, and integrated fundraising tools.

EdTechEnterprise SoftwareSaaS

Co-investorsNFXSusquehanna Growth Equity

Health Recovery Solutionshealthrecoverysolutions.comin𝕏

Health Recovery Solutions (HRS) provides an EHR-integrated remote patient monitoring platform along with clinical advisory, logistics, reimbursement, and support services for healthcare organizations, payors, and providers.

Digital HealthHealthtechSaaSHoboken, US

Jarrett Bauer(Executive Officer, Director)inRohan Udeshi(Executive Officer, Director)inDaniel Priece(Executive Officer, Director)in

Co-investorsAlpha Ascent Ventures LlcEdison PartnersLLRWestway Capital

Humanityhumanity.cominMar 2020

Humanity provides AI-powered employee scheduling and shift-planning software for frontline and enterprise workforces, automating schedule building, demand forecasting, and labor-cost control.

Future of WorkHR TechSaaSBoston, US

Peter Ward(Executive Officer, Director)inMichael Geer(Director)

Co-investorsPoint NineTeam Builder VenturesDeerfield Management CompanyJumpstart Nova

Idrive Globalidriveglobal.comDec 2022

Santa Barbara, US

Mark Findley(Director)Sean O'Neil(Executive Officer, Director)

Image Relayimagerelay.com𝕏Mar 2023

Canto (formerly Image Relay) offers a digital asset management platform combined with product information management, letting product-driven brands organize product images, descriptions, and specs alongside their digital assets.

Enterprise SoftwareMarketing TechSaaSBurlington, US

Skye Chalmers(Founder)inJohn Skye Chalmers(Executive Officer, Director)

BoardLee E. Bouyea(Director)in

Co-investorsFreshTracks CapitalAudeo Capital

Imgiximgix.comin𝕏

Imgix provides image optimization and processing technology that enables customers to deliver, transform, and optimize visual content across digital platforms.

Cloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareMarketing TechSaaSSan Francisco, US

Chris Zacharias(Founder)inKunal Shah(Chief Operating Officer)inAlfonso Acosta(Head of Engineering)in

Co-investorsY CombinatorRRE VenturesSV AngelAcequia Capital (AceCap)Rivet VenturesTrue Ventures+2 more

inDineroindinero.comin𝕏Feb 2021

Indinero is an accounting and financial advisory firm that provides CPAs, CFOs, and controllers to help growing businesses with accounting, tax management, and strategic financial insights.

AI & Machine LearningEnterprise SoftwareFintechSaaSSan Francisco, US

Andy Su(Founder)inJessica Mah(Executive Officer, Director)inJessica Ma(Cofounder)John Frazier(Chairman & CEO)inJose Luis Villa-Realin

BoardKeddrick Stuart(Director)

Co-investors500 GlobalBase Venture Management, Inc.Camp One VenturesCota CapitalFundersClubHemisphere Ventures LLC+15 more

InfoReadyinforeadycorp.comNov 2016

InfoReady is a no-code SaaS platform for higher education institutions to manage competitive internal funding, awards, fellowships, and recognition programs, handling application intake, review routing, award tracking, and reporting in one system.

EdTechEnterprise SoftwareSaaSAnn Arbor, US

Bhushan Kulkarni(Executive Officer, Director)in

Instaleapinstaleap.ioin

Instaleap provides eCommerce, fulfillment, and delivery software solutions for supermarkets, pharmacies, and retailers to increase online sales and optimize operations.

E-commerceLogistics & Supply ChainRetail TechSaaSSão Paulo, BR

Antonio dos Santos Nunes(Founder)in

Co-investorsAxon Partners Group

IntegriChainintegrichain.comin

IntegriChain provides a data platform that helps biopharmaceutical companies optimize net revenue performance and ensure patient access to therapies.

BiotechData & InfrastructureEnterprise SoftwareHealthtechSaaS

Joshua Halpern(Founder)in

Co-investorsAccel-KKR

Intradiemintradiem.comin𝕏

Intradiem provides real-time workforce automation software for large, shift-based enterprise teams, monitoring live operational data (call volumes, agent states, queues, backlogs) and automatically reassigning tasks, scheduling training, or rebalancing workloads.

Enterprise SoftwareFuture of WorkSaaSAlpharetta, US

Matt McConnell(Executive Officer, Director)in

BoardDon Aquilano(Director)inMark Koulogeorge(Director)inDonald Walker(Director)Timothy Mann(Director)Larry Freed(Director)

Co-investorsJMI EquityMK Capital

JDXpert.comjdxpert.comin𝕏

JDX is a job information management platform that centralizes, standardizes, and automates job data governance across recruitment, compensation, and HR systems.

AI & Machine LearningEnterprise SoftwareHR TechSaaSCharlotte, US

Justin Raniszeski(Chief Executive Officer)inPhil Carbone(Chief Technology Officer)inAJ Naddell(Chief Product Officer)in

Joyful.orgjoyful.org𝕏

Access Evo is cloud-based business software built specifically for charities and not-for-profit organizations, providing integrated solutions for financial management, fundraising, donor engagement, people management, and compliance reporting.

Enterprise SoftwareImpact & Social GoodSaaS

Keona Healthkeonahealth.comin𝕏

Keona Health provides a healthcare contact center platform that guides call center agents and nurses through clinical pathways and handles routine patient requests across phone, SMS/chat, and web to schedule appointments and manage care coordination.

AI & Machine LearningDigital HealthHealthtechChapel Hill, US

OAKKAR OAKKAR(Executive Officer, Director)inSTEPHEN DEAN(Executive Officer)inJimmy Kaanapu(Founder)in

BoardBRUCE THOMPSON(Director)

Co-investorsNC IDEARiverside Acceleration CapitalThe Riverside Company

Leanpathleanpath.comin𝕏Oct 2019

Leanpath provides an AI-powered food waste management platform that tracks and analyzes kitchen waste and delivers recommendations to reduce it.

AI & Machine LearningClimate TechFoodTechBeaverton, US

Andrew Shakman(President, Chief Executive Officer)inRandy Lowell(Treasurer)inJanet Haugan(Chief Operating Officer)in

BoardStephen Rogers(Director)Bruce Weinstein(Director)

Liquidplannerliquidplanner.com𝕏

LiquidPlanner (now part of Tempo) is a project management platform that uses predictive scheduling and Monte Carlo simulations to automatically schedule tasks, level resources, and forecast project finish dates as conditions change.

Enterprise SoftwareFuture of WorkSaaSSeattle, US

CHARLES SEYBOLD(Director)ELIZABETH PEARCE(Executive Officer, Director)Jason Carlson(Executive Officer)

BoardGEOFFREY R. ENTRESS(Director)STEVEN J. HAMERSLAG(Director)BARNABY MERRICK HARFORD(Director)

Co-investorsAtlas AcceleratorDiversisTVC Capital

Loyalty Lion SAASloyaltylion.comin𝕏

LoyaltyLion is a loyalty platform for enterprise e-commerce brands on Shopify Plus that enables retailers to design and manage loyalty programs with flexible rewards, customer segmentation, and omnichannel integration capabilities.

E-commerceMarketing TechRetail TechSaaSLondon, GB

Charlie Casey(CEO)in

Co-investorsWalking Ventures

Marketing Evolutionmarketingevolution.comin

Marketing Evolution provides a marketing intelligence platform, called the Substrate, that uses econometric methods to measure marketing performance, incrementality, and person-level insights without cookies or identity graphs.

AI & Machine LearningData & InfrastructureMarketing TechNew York, US

Jason Rex Briggs(Executive Officer, Director)Andrew Frawley(Director)inStephen DuBose Williams(Director, Executive Officer)John Matthews(Executive Officer)in

BoardRajiv Gihwala(Director)inGeorge Mathew(Director)in

Co-investorsEnergy Impact PartnersInsight PartnersZetta Venture Partners

Mindflash.commindflash.com𝕏acquired by Trakstar

Trakstar Learn is a cloud-based learning management system that enables organizations to deliver online employee training through multimedia courses accessible on any device.

EdTechEnterprise SoftwareHR TechSaaS

MonetSoftware.commonetsoftware.com𝕏

Verint offers workforce management and contact center engagement solutions for small and mid-sized businesses and enterprises, including forecasting, scheduling, quality management, and AI-powered analytics across voice and digital channels.

AI & Machine LearningEnterprise SoftwareHR TechSaaS

Movethisworldmovethisworld.com

Move This World provides video-based social-emotional learning and mental health curricula for PreK-12 schools and districts, spanning Tier 1-3 instruction, teletherapy, adult/educator wellness, and family engagement.

Digital HealthEdTechMental Health

Co-investorsBigfoot Capital

myCOImycoitracking.cominSep 2021 · $5M

illumend is an AI-native insurance compliance platform that automates the review of certificates of insurance and verifies coverage against contract or lease requirements for third-party partners.

AI & Machine LearningConstruction TechEnterprise SoftwareInsurTechSaaS

Kristen Nunery(Founder)in

Co-investorsElevate VenturesSandalphon CapitalIrishAngels

myCOImycoi.comSep 2021 · $5M

The page presents a business services provider positioned as an outsourced "corporate office," offering support in technology, sales, infrastructure, systems, and marketing/PR to help companies scale up.

Enterprise Software

Kristen Nunery(Founder)in

Co-investorsIrishAngels

One Dooronedoor.comin

One Door provides a platform that helps retailers and brands design, execute, and measure in-store visual merchandising, displays, and store layouts.

AI & Machine LearningEnterprise SoftwareRetail TechSaaS

Opsview.comopsview.com

Opsview provides IT infrastructure monitoring software for enterprises, offering centralized visibility across hybrid environments along with noise reduction and predictive analytics to prevent incidents.

Cloud ComputingEnterprise SoftwareSaaS

Opus.comopus.comin𝕏

Opus is a no-code platform that combines process discovery, workflow automation, and agentic AI to help regulated enterprises (banking, healthcare, insurance) automate end-to-end business processes at scale.

AI & Machine LearningEnterprise SoftwareSaaS

Pacejet.compacejet.com

Dohrn Transfer Company is a regional less-than-truckload (LTL) carrier that provides shipping solutions for businesses across the Midwest United States.

Cloud ComputingE-commerceEnterprise SoftwareLogistics & Supply ChainSaaSWaterloo, CA

Pairinpairin.comin𝕏

PAIRIN provides an AI-driven platform called My Journey that turns career and education decision-making into personalized, step-by-step workflows integrating training, career guidance, job placement and support resources.

EdTechGovTechHR TechDenver, US

Michael Simpson(Co-founder & CEO)in

BoardRonald Young(Director)Scott Miraglia(Director)

Co-investorsJuvo VenturesNew Markets Venture PartnersScout Fund

Panoptopanopto.comin𝕏

Panopto is a video knowledge management platform that lets enterprises and universities capture, organize, search, and share recorded lectures, training sessions, and meetings, with spoken-word and on-screen-text search.

AI & Machine LearningEdTechEnterprise SoftwareSaaSPittsburgh, US

Stephen Laster(CEO)in

Co-investorsRuna CapitalSaturn PartnersK1 Investment Management

PerformLine.comperformline.comin𝕏

PerformLine provides compliance monitoring and AI-driven solutions for marketers across multiple channels, including web, email, social media, messaging, call recordings, and document review.

AI & Machine LearningEnterprise SoftwareMarketing TechSaaS

Alex Baydin(Founder)in

Co-investorsFirst Round CapitalM33 Growth

PlayerLync.complayerlync.comin𝕏

Wisetail is an employee enablement platform that combines learning, communications, and operations management for frontline teams.

EdTechEnterprise SoftwareFuture of WorkHR TechSaaS

Co-investorsVolition Capital

Privacy4Carsprivacy4cars.cominJul 2021

Privacy4Cars provides data privacy technology and services to identify and resolve privacy issues across the automotive industry, serving dealerships, auctions, fleets, and other motor industry companies.

CybersecurityIoTSaaSKennesaw, US

ANDREA AMICO(Executive Officer, Director)inSARAH AMICO(Director)JAMES BRONSTEIN(Executive Officer, Director)

Co-investorsAutomotive Ventures MobilityFraser McCombs Capital

Pusher Ltdpusher.comin𝕏Aug 2016

Pusher provides hosted, bi-directional APIs and messaging infrastructure that developers use to add realtime features such as live data updates, chat, notifications, and push notifications to their applications.

Data & InfrastructureDeveloper ToolsSaaS

Co-investorsBalderton CapitalFirestartrHeavybitMI VenturesPassion Capital

Qure4uqure4u.comin𝕏Jun 2017

Qure4u offers an AI-powered patient engagement platform that automates workflows for healthcare providers, including self-scheduling, digital check-in, arrivals, payment collection, and remote patient monitoring.

Digital HealthHealthtechSaaSBradenton, US

Monica Bolbjerg(Founder)inTorsten Bolbjerg(Co-founder)in

Co-investorsAtlanta Technology AngelsLouisiana FundsNew World AngelsVolition Capital

Redtail Solutionsredtailsolutions.com

Westborough, US

Weston, III Howland(Director)Edward Stewart(Director)Harry, Jr. J. Healer(Director)Jeffrey Herrmann(Director)Robert J. Gleason(Executive Officer, Director)Stefania Nappi Mallett(Director)

Co-investorsBantam GroupThe Venture Capital Fund of New England

Repslyrepsly.cominMay 2015

Repsly provides a retail execution platform with a mobile app for field sales reps and a web app for managers, including AI-powered image recognition to detect on-shelf gaps and territory planning tools.

Retail TechSaaSSales TechBoston, US

Matthew Brogie(Executive Officer)inMarko Kovac(Executive Officer, Director)Marko Linke(Executive Officer, Director)

BoardMike Volpe(Director)inTom First(Director)Tim Curran(Director)in

Co-investorsLaunchCapitalCompanyon VenturesK5 VenturesLaunchpad Venture Group

RepSparkrepspark.comin

RepSpark provides AI-powered wholesale ecommerce software that automatically surfaces order risks and insights for B2B brands and their sales teams.

AI & Machine LearningE-commerceRetail TechSaaSAnaheim, US

Meghann Butcher(CEO)in

Revrev.ioin𝕏

Rev.io is a unified operating platform for managed service providers, communications service providers, security integrators, and technology service providers that integrates billing, PSA, payments, automation, analytics, and AI-powered operations.

Enterprise SoftwareFintechMarketing TechSaaSSales Tech

Reviewsnap.comreviewsnap.comin𝕏

Reviewsnap provides performance review software designed to be user-friendly for both employees and managers.

HR TechSaaS

Julie Rieken(CEO)JP Lind(Chief Revenue Officer)Chris McClave(Chief Technical Officer)Matt Smith(VP of Finance)Kim Woodruff(Director, Human Resources)

SeeristinAug 2026

Reston, US

Alex Berry(Executive Officer, Director)inKevin Welch(Executive Officer)inSylvia Chan(Executive Officer)

BoardIan Wilson(Director)William Udell(Director)Antonis Papathomas(Director)

SocialClimbsocialclimb.com

SocialClimb provides healthcare marketing and patient experience software, including patient surveys, predictive patient targeting and online reputation management for medical providers.

Lehi, US

Ty Allen(Founder of SocialClimb; President – Patient Experience Solutions)inEric Johnson(Executive Officer and Manager)Dan Michelson(Chief Executive Officer (RLDatix))in

BoardChris Rhodes(Manager)Jit Sinha(Manager)Jared Maxwell(Manager)

Co-investorsSpring Capital

STOPitSolutions.comstopitsolutions.comin𝕏

STOPit Notify is an emergency management and mass notification system that allows schools and workplaces to send instant alerts and two-way communication during critical incidents, with integration to 911 dispatch services.

EdTechGovTechMental HealthSaaS

StreamLink Softwarestreamlinksoftware.cominNov 2019

Cleveland, US

Adam Roth(Executive Officer, Director)inJohn Dearborn(Executive Officer)inSteve Kosko(Executive Officer)inScott Weiss(Executive Officer)inCamille Beatty Falor(Executive Officer)in

BoardHal Shelton(Director)

Co-investorsFirst AnalysisiSelect Fund

TapClickstapclicks.comin

TapData is an AI-ready data integration and governance platform that connects, normalizes, and delivers marketing data across fragmented tools and platforms.

AI & Machine LearningData & InfrastructureMarketing TechSaaSSan Jose, US

Babak Hedayati(CEO & Founder)in

Co-investorsAccel-KKRBoathouse Capital

Testimonial Treetestimonialtree.comin𝕏

Testimonial Tree is a review management platform for real estate brokerages that aggregates customer reviews from multiple platforms into a single dashboard and automates review collection and distribution.

Marketing TechRetail TechSaaSEstero, US

Jason Dolle(Executive Officer, Director)

TitanHQtitanhq.comin𝕏

CyberSentriq (formerly TitanHQ) provides an integrated cybersecurity and data management platform for MSPs and SMBs, combining email and web security, cloud backup and recovery, security awareness training, and endpoint protection.

AI & Machine LearningCloud ComputingCybersecuritySaaS

Myles Bray(Chief Executive Officer)Ronan Kavanagh(Chief Revenue Officer)inBonnie Mitchell(Chief Financial Officer)inDryden Geary(Chief Marketing Officer)Zoe Boreham(Chief People Officer)Derek Higgins(Chief Information Officer)in

Traackrtraackr.comin𝕏Dec 2017 · $4M

Traackr provides an influencer marketing platform that helps brands analyze creator data, discover and organize creators, run AI-assisted campaign workflows, and measure performance and ROI.

Creator EconomyMarketing TechSaaSSan Francisco, US

Pierre-Loic Assayag(CEO & Co-founder)inDavid Chancogne(Executive Officer, Director)inEmily DeMelo(Executive Officer)inLisa Donnelly(Executive Officer, Director)in

BoardRobbie Vann-Adibe(Director)Jerome Ternynck(Director)

Co-investorsLaunchCapital

TraceGainstracegains.comin𝕏

TraceGains' Formula Management is a networked platform for the food and beverage industry that digitalizes recipe and formulation management, enabling R&D teams to experiment with product variations and iterate faster by centralizing access to ingredient, supplier, and specification data.

B2B MarketplacesEnterprise SoftwareFoodTechSaaS

William Pape(Founder)inGary Nowacki(Co-founder, CEO)inA.J. Dolan(Co-founder, CTO)

Trakstartrakstar.comin𝕏

Trakstar builds talent development and people management software for HR leaders and companies, offering hiring, performance communication, and employee development tools.

HR TechSaaS

Co-investorsValor Equity PartnersHearst VenturesUpfront VenturesY Combinator

Triyam.comtriyam.comin𝕏

Access is a healthcare data management company that provides secure archival and management of patient data from legacy EHR/EMR systems.

Data & InfrastructureEnterprise SoftwareHealthtechSaaS

TrueLooktruelook.comin𝕏

TrueLook operates a camera donation and volunteer program for construction projects.

Construction TechHardwareImpact & Social GoodIoTSaaS

Roger Yarrow(Chief Executive Officer)inMicki Morgan(Chief Financial Officer)inAllison Shaub(Chief Marketing Officer)inJoe Norris(Chief Sales Officer)Brian Bradsher(Chief Operations Officer)in

Uberflip.comuberflip.com𝕏

Uberflip is a content personalization platform that enables businesses to dynamically customize website content and landing pages based on visitor data and buying intent.

Enterprise SoftwareMarketing TechSaaSSales Tech

Co-investorsUpdata Partners

Updoxupdox.comin𝕏Jan 2017

Updox provides digital charge capture and revenue cycle management solutions for medical practices, enabling automated billing and payment processing.

AI & Machine LearningDigital HealthHealthtechSaaSDublin, US

PAT BICKLEY(Executive Officer)RITCH NEWPORT(Executive Officer)inHEATHER MILLS(Executive Officer)inSEAN RAMSEY(Executive Officer)inMICHAEL WITTING(Executive Officer)MICHAEL MORGAN(Executive Officer, Director)in

Co-investorsJobsOhio VenturesTamarind HillRev1 Ventures

Vivantiovivantio.comin𝕏

Vivantio provides service management software with agent assistance, self-service deflection, and service data analytics for teams seeking an alternative to complex, high-cost enterprise tools.

Cloud ComputingEnterprise SoftwareSaaSBoston, US

Wagglwaggl.comMay 2018Acquired

Sausalito-based employee engagement software that crowdsourced and prioritized workforce feedback; acquired by Perceptyx in 2021.

Sausalito, US

Jeff Snipes(Director)Michael Papay(Executive Officer, Director)

BoardJoe Abrams(Director)Ignace Goethals(Director)

Co-investorsFundersClubHemisphere Ventures LLCFirst Analysis

Wazokuwazoku.comin𝕏

Wazoku is a London-based innovation management company combining an AI platform with the Innocentive open-innovation solver marketplace.

Simon Hill(Founder)inRosemarie Diegnan(Founder)in

Co-investorsCalculus Capital Ltd.Cambridge Angels groupOctopus Ventures

Webgilitywebgility.comin𝕏May 2017

Webgility provides ecommerce accounting and finance operations software combined with human accountants who reconcile books, handle exceptions, and close the books for online sellers.

E-commerceFintechSaaSSan Francisco, US

Parag Mamnani(Executive Officer, Director)inSteven Power(Director)

BoardWilliam Lee(Director)in

Co-investorsPilot Growth Equity

Weblink Internationalweblinkinternational.cominJun 2017

Indianapolis, US

Chris Landis(Executive Officer)inJohn L. Muller, III(Executive Officer, Director)

BoardDon N. Aquilano(Director)inCurtis Crocker(Director)David Mann(Director)W. Scott Webber(Director)

Co-investorsAllos Ventures

WebLink Internationalmemberclicks.comin

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

Co-investorsAllos VenturesElevate VenturesFive Elms CapitalLevel Equity

Wiredrive.comwiredrive.com𝕏

Wiredrive helps commercial production companies and agencies create custom pitch materials and showreels with presentation tools and collaborative review workflows.

Cloud ComputingCreator EconomyMedia & EntertainmentSaaS

Workfrontworkfront.comacquired by Marketo

Cloud-based enterprise work management solution; now part of Adobe.

Co-investorsDelta-v CapitalEscalate Capital PartnersJMI EquityOpenView Venture PartnersRealization Capital PartnersSaints Capital+2 more

Xsolisxsolis.comin𝕏

Xsolis is a healthcare innovation company that works to improve standards of care.

AI & Machine LearningEnterprise SoftwareHealthtechNashville, US

Joan Butters(Co-founder)inJim Sohr(Co-founder)

Co-investorsBrighton Park CapitalRelevance Ventures

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Accelerize.comCinematic HealthCoverMyMeds.comGoperspectaimATHLETEImodulesIntellect.comLoyaltyLionMasterstreamERP.comMBA Focus Merges with CSO ResearchNaturalinsightRecruiterbox.comReeher.comThinkHR.com

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.