SaaS Capital — Full Portfolio

Accent Technologies offers an AI-powered revenue enablement platform for go-to-market teams, providing content management, AI-personalized asset delivery, next-best-action guidance for sales reps, and analytics into deal health, pipeline, and forecasting.

AI & Machine LearningSaaSSales Tech

Advisen organizes conferences worldwide for the property and casualty (P&C) insurance industry, drawing audiences of risk managers, insurance buyers, brokers, carriers, lawyers, and service providers.

InsurTechMedia & Entertainment

Agent IQ provides AI-powered software for banks and credit unions to improve operational efficiency, personalize customer relationships, and support responsible AI deployment across institutions.

AI & Machine LearningEnterprise SoftwareFintech

Co-investors7BC Venture CapitalSierra Ventures

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

Adam Cole(Director)Yaghmour Youseef(Executive Officer, Director)Wesley Johnston(Director)Anthony Rickert(Director)Mudar Yaghi(Director)Todd Frederick(Director)

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)

Co-investorsJuno Capital Partners

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

Care Solace is a care coordination service that connects people with verified mental health providers, including Medicaid agencies, therapy practices, and telehealth options, and operates as a 24/7 extension of an organization's mental health team.

Digital HealthHealthtechMental Health

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

Wakefield, US

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

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

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 VentureSandalphon CapitalWestlake International Group

Cinematic Health is an online training and certification platform that combines expert-built curriculum with story-driven films to prepare CNAs, home health aides, personal care aides, and caregivers for the clinical and interpersonal realities of care work.

EdTechFuture of WorkHealthtechHR TechGreen Brook, US

Timothy L. Murray(Founder, Executive Chairman)DENNIS BROOKS(Executive Officer)inCHAD SCHAEDLER(Chief Executive Officer)Joseph Schneier(Chief Executive Officer)Charissa(Chief Product Officer)Dennis Brooks(Chief Operating Officer)

Co-investorsJuvo VenturesRethink Capital Partners

ClarisHealth develops Pareo, a payment integrity management platform for health insurance plans that uses AI-powered automation, real-time analytics, and inventory management to consolidate vendors and reduce claims costs.

AI & Machine LearningHealthtechSaaS

ClearCompany (ClearCo) offers a talent management platform that unifies hiring, onboarding, learning, and performance for HR and business leaders.

Future of WorkHR TechSaaS

ClearPoint Strategy is a strategy execution and reporting platform that lets organizations track objectives, KPIs, and initiatives in real time and automate report generation, replacing spreadsheet-based processes.

Data & InfrastructureEnterprise SoftwareSaaS

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

Richard G Jung(Executive Officer, Director)Steven Sipowicz(Executive Officer)KARI J MINTON(Executive Officer)A TODD CLAPP(Director)PHIL REED(Director)JAMES M PLYMALE(Executive Officer, Director)

Co-investorsCatalyst InvestorsSixth StreetLead Edge Capital

Codility is a technical assessment platform for evaluating and hiring software engineers, offering coding screens, structured interviews in VS Code, and skills intelligence for engineering teams.

Developer ToolsHR TechSaaS

Co-investorsKennet PartnersOxx

Developer ToolsEnterprise SoftwareSaaS

DataBP provides a SaaS platform for market data commercial administration, covering licensing, usage reporting, dynamic pricing and billing, entitlements, distribution, and compliance management.

Data & InfrastructureFintechSaaS

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 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)

Dovetail Software provides an HR Service Delivery application for HR professionals, offering tools for managing HR services and employee support.

Enterprise SoftwareHR TechSaaS

Co-investorsBigfoot Capital

Edge10 Group builds ARMS, an Athlete Records Management System that centralises health, performance, and physical testing data into one platform with visual dashboards for elite sports teams and leagues.

HealthtechSaaSSports Tech

Co-investorsGuinness VenturesOctopus Ventures

Enervee operates AI-powered online marketplaces for utility energy-efficiency programs, letting households browse and buy appliances rated by its patented Enervee Score, with instant utility rebates applied at checkout and embedded financing through a national bank.

CleantechEnergyMarketplacesSanta Monica, US

Matthias H Kurwig(Executive Officer, Director, Promoter)Don Epperson(Executive Officer, Director, Promoter)

Co-investorsFuture Energy VenturesObvious Ventures

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)William Trainor(Director)Philippe Jardin(Executive Officer, Director)Dov Rosenberg(Director)

Co-investorsAllos VenturesCapital Midwest FundJobsOhio VenturesMK CapitalMutual Capital Partners

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

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)Erik Zech(Executive Officer)Chris Moore(Director)Matthew Roche(Executive Officer, Director)Jeff Crowe(Director)Stacey Bishop(Director)

Co-investorsScale Venture PartnersShasta VenturesNorwest Venture Partners

Grand Rapids, US

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

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

Co-investorsID VenturesMichigan Capital NetworkWakestream Ventures

FluidSecure offers a universal fuel management system that converts any fuel tank into a connected "Smart Tank" to track fuel usage, control access, and provide real-time visibility across locations and vehicles.

HardwareIoTLogistics & Supply Chain

FMX is a cloud-based facilities and maintenance management (CMMS) software for scheduling work orders, tracking assets, managing preventive maintenance, and organizing capital planning.

Enterprise SoftwarePropTechSaaS

Co-investorsBCI

FreeAgent provides cloud accounting software for UK small businesses, freelancers, contractors, landlords, and accounting practices, with features for invoicing, expenses, payroll, VAT, Self Assessment, and Making Tax Digital compliance filed directly to HMRC.

FintechSaaS

Co-investorsPoint Nine

Freshop provides an eCommerce platform tailored to grocery and specialty retail stores, enabling multi-channel online shopping across desktop, tablet, and mobile.

E-commerceRetail TechSaaS

GoMo Health provides science-based patient engagement programs that address physical, psychological, social, and emotional needs to drive behavior change and improve health outcomes.

Digital HealthHealthtechWellness & Fitness

Co-investorsRittenhouse Ventures

GradLeaders provides a platform for tracking co-ops, internships, and practicum experiences, with automated approvals, evaluations, and outcome reporting tailored to specific programs.

EdTechHR TechSaaS

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 Solutions provides telehealth technology and remote patient monitoring services for healthcare providers, including support for pursuing telehealth funding and federal grants.

Digital HealthHealthtechMedical DevicesSaaSHoboken, US

Jarrett Bauer(Executive Officer, Director)Rohan Udeshi(Executive Officer, Director)Daniel Priece(Executive Officer, Director)

Co-investorsAlpha Ascent Ventures LlcLLREdison Partners

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)Michael Geer(Director)

Co-investorsPoint Nine

Santa Barbara, US

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

Burlington, US

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

BoardLee E. Bouyea(Director)in

Co-investorsFreshTracks CapitalAudeo Capital

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/CEO)inKunal Shah(Chief Operating Officer)Alfonso Acosta(Head of Engineering)

Co-investorsY CombinatorRRE VenturesSV AngelTuesday Capital

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/CTO)inJessica Mah(Executive Officer, Director)Jessica Ma(Cofounder)John Frazier(Chairman & CEO)in

BoardKeddrick Stuart(Director)Dizhe Su(Director)

Co-investorsBase Venture Management, Inc.Camp One VenturesCota CapitalFundersClubHemisphere Ventures LLCK5 Ventures+3 more

Ann Arbor, US

Bhushan Kulkarni(Executive Officer, Director)

Instaleap provides an AI-powered platform that unifies eCommerce, order picking and fulfillment, and delivery routing for grocery and retail companies.

Logistics & Supply ChainRetail TechSaaS

Co-investorsAxon Partners Group

IntegriChain provides ICyte, an end-to-end platform for biopharmaceutical net revenue management, government pricing, rebate and contract execution, and data aggregation, paired with consulting services.

Data & InfrastructureHealthtechSaaS

Intradiem provides real-time workforce automation software—called Dynamic Workforce Orchestration—for large customer service and contact center teams.

AI & Machine LearningEnterprise SoftwareFuture of WorkHR TechSaaSAlpharetta, US

Matthew McConnell(Executive Officer, Director)Matt McConnell

BoardDon Aquilano(Director)Mark Koulogeorge(Director)inDonald Walker(Director)Timothy Mann(Director)

Co-investorsJMI EquityMK Capital

JDXpert is a job information management platform that centralizes job descriptions, skills, and compensation data into a governed source of truth and syncs it across HRIS, ATS, and compensation systems.

Enterprise SoftwareHR TechSaaS

The Access Group provides cloud-based business software built specifically for charities and not-for-profit organisations, covering financial management, people management, websites, fundraising, and donor engagement.

Enterprise SoftwareImpact & Social GoodSaaS

HealthtechChapel Hill, US

OAKKAR OAKKAR(Executive Officer, Director)BRUCE THOMPSON(Director)JIMMY KAANAPU(Executive Officer)STEPHEN DEAN(Executive Officer)

Co-investorsIDEA NCRiverside Acceleration Capital

Beaverton, US

Andrew Shakman(President, Chief Executive Officer)Randy Lowell(Treasurer)Janet Haugan(Chief Operating Officer)

BoardStephen Rogers(Director)Bruce Weinstein(Director)

Seattle, US

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

BoardGEOFFREY R. ENTRESS(Director)STEVEN J. HAMERSLAG(Director)

Co-investorsDiversisTVC Capital

LoyaltyLion is a loyalty and rewards platform for Shopify e-commerce brands, letting merchants offer points, tiers, referrals, and challenges to drive repeat purchases and customer lifetime value.

E-commerceMarketing TechSaaS

Co-investorsWalking Ventures

Galley Solutions provides a culinary resource planning (CRP) platform for food operations, offering tools for recipe management, menu planning, and related workflows through integrations with third-party systems.

Enterprise SoftwareFoodTechSaaS

Co-investorsBranded Strategic HospitalityFTW VenturesTet Ventures

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)Stephen DuBose Williams(Director, Executive Officer)John Matthews(Executive Officer)in

BoardRajiv Gihwala(Director)George Mathew(Director)in

Co-investorsEnergy Impact PartnersInsight PartnersZetta Venture Partners

MemberClicks provides an all-in-one association management system (AMS) for associations, chambers of commerce, and nonprofits, handling dues collection, member data management, reporting, renewals, and email communications.

AI & Machine LearningEnterprise SoftwareSaaS

Co-investorsAllos VenturesElevate Ventures

EdTechHR TechSaaS

Provides workforce engagement software for small and mid-sized contact centers, including workforce management, forecasting, scheduling, quality monitoring, and AI-powered analytics across voice and digital channels.

AI & Machine LearningEnterprise SoftwareSaaS

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

illumend is an AI-native insurance compliance platform from myCOI that tracks certificates of insurance, verifies coverage against a company's own contract or lease requirements, and clears third-party partners in a guided workflow.

AI & Machine LearningInsurTechSaaS

Co-investorsElevate VenturesSandalphon CapitalIrishAngels

Co-investorsOriginate Ventures

One Door provides a cloud platform for visual merchandising, letting retail and brand teams plan store-specific product assortments, displays, and messaging, preview them in 3D/VR, and deliver mobile execution instructions to store staff.

AI & Machine LearningRetail TechSaaS

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 is an agentic AI platform that lets business teams discover, build, run, and optimize automated workflows while IT retains governance and control.

AI & Machine LearningEnterprise SoftwareSaaS

Descartes Pacejet is an ERP-integrated shipping software that manages freight, parcel, and retail shipments in one system, offering multi-carrier rate shopping, predictive packing, label and paperwork automation, address validation, and shipping analytics.

Enterprise SoftwareLogistics & Supply ChainSaaS

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)

BoardRonald Young(Director)Scott Miraglia(Director)

Co-investorsJuvo VenturesScout Fund

Panopto is a video knowledge platform that lets organizations record, organize, and share audio and video, with AI-powered search, summaries, captioning, and LMS integrations to make recorded content searchable and reusable.

AI & Machine LearningEdTechSaaS

Co-investorsRuna CapitalSaturn Partners

PerformLine provides AI-based marketing compliance software that reviews and monitors marketing materials across websites, email, social media, calls, messaging, documents, and partner/affiliate content to detect regulatory and brand risks.

AI & Machine LearningMarketing TechSaaS

Wisetail (PlayerLync) offers an employee enablement platform that combines learning management, communications, content/SOP management, and operational checklists for frontline teams.

EdTechFuture of WorkSaaS

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)SARAH AMICO(Director)JAMES BRONSTEIN(Executive Officer, Director)

Co-investorsAutomotive Ventures MobilityFraser McCombs Capital

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 Ventures

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(Executive Officer, Director)TORSTEN BOLBJERG(Executive Officer, Director)Monica Bolbjerg(Founder)Torsten Bolbjerg(Co-founder)

Co-investorsAtlanta Technology AngelsLouisiana FundsVolition Capital

Co-investorsBantam GroupThe Venture Capital Fund of New England

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)Marko Kovac(Executive Officer, Director)Marko Linke(Executive Officer, Director)

BoardMike Volpe(Director)Tom First(Director)Tim Curran(Director)

Co-investorsLaunchCapital

RepSpark is a B2B wholesale eCommerce platform for golf and lifestyle apparel brands, offering a 24/7 retailer ordering portal, digital catalogs, pre-book ordering, product customization, ERP integrations, and event microsites in one system.

E-commerceRetail TechSaaS

Rev.io offers an AI-native platform combining communications billing, professional services automation (PSA), payments processing, and RMM tools for managed service providers (MSPs), security integrators, and communications service providers.

Enterprise SoftwareFintechSaaS

Reviewsnap is a performance management software platform that helps managers set SMART goals, run performance reviews, and collect 360-degree feedback.

HR TechSaaS

Lehi, US

Ty Allen(Executive Officer and Manager)Eric Johnson(Executive Officer and Manager)

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

STOPit Solutions provides safety and wellness software for schools, workplaces, and communities, including anonymous incident reporting, crisis counseling access, emergency alerting, content monitoring, threat assessment case management, and social-emotional learning curriculum.

EdTechMental HealthSaaS

Cleveland, US

Adam Roth(Executive Officer, Director)John Dearborn(Executive Officer)Steve Kosko(Executive Officer)Scott Weiss(Executive Officer)Camille Beatty Falor(Executive Officer)

BoardHal Shelton(Director)

TapClicks is a marketing analytics and reporting platform that unifies data from 250+ native connectors, generates AI-written report narratives and dashboards, and uses AI agents to surface insights and anomalies.

AI & Machine LearningMarketing TechSaaS

Co-investorsBoathouse Capital

Estero, US

Jason Dolle(Executive Officer, Director)

TitanHQ develops PhishTitan, a phishing protection and remediation product that integrates with Microsoft 365 and uses machine learning to detect and remediate phishing attacks.

AI & Machine LearningCybersecuritySaaS

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(Executive Officer, Director)David Chancogne(Executive Officer, Director)Emily DeMelo(Executive Officer)inLisa Donnelly(Executive Officer, Director)

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

Co-investorsLaunchCapital

TraceGains provides a networked supply chain platform for the food and beverage industry, connecting suppliers, ingredients, and documentation to support R&D, quality and safety, procurement, manufacturing, and regulatory compliance.

B2B MarketplacesFoodTechSaaS

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 (under Access) provides Access Unify | Health, a SaaS application that archives inactive patient data from legacy EHR, EMR, ERP, and billing systems in a vendor-neutral format.

Data & InfrastructureHealthtechSaaS

TrueLook provides construction cameras and a platform for jobsite documentation, security, and time-lapse photo capture, with remote live viewing and integrations with project management tools.

Construction TechIoTSaaS

Uberflip is a content experience platform for go-to-market teams that centralizes content planning, curation, landing page creation, publishing, and performance measurement.

Marketing TechSaaSSales Tech

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)HEATHER MILLS(Executive Officer)SEAN RAMSEY(Executive Officer)MICHAEL WITTING(Executive Officer)MICHAEL MORGAN(Executive Officer, Director)

Co-investorsJobsOhio VenturesRev1 Ventures

Upland Software provides cloud-based enterprise software for business operations, including marketing and audience engagement tools such as sweepstakes and contest promotion platforms used by media and broadcast companies.

Enterprise SoftwareMarketing TechSaaS

Co-investorsActivant CapitalBantam GroupEniac VenturesProgress VenturesRaptor Group

Vivantio provides an ITIL-aligned service management platform for IT and customer service teams, offering incident, problem, service request and change management, asset management, automation, self-service and reporting.

Cloud ComputingEnterprise SoftwareSaaS

Co-investorsCalculus Capital Ltd.Cambridge Angels groupOctopus Ventures

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)Steven Power(Director)

BoardWilliam Lee(Director)

Co-investorsPilot Growth Equity

Indianapolis, US

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

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

Wiredrive is a cloud-based media asset management and collaboration platform for creative teams to store, organize, present, and share showreels and rich media files.

Cloud ComputingMedia & EntertainmentSaaS

Co-investorsEscalate Capital PartnersJMI EquityOpenView Venture PartnersSusquehanna Growth EquityW Capital Partners

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

AI & Machine LearningEnterprise SoftwareHealthtechNashville, US

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

Co-investorsBrighton Park CapitalRelevance Ventures