Category Leading
Software Companies
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All Portfolio Companies
Abacus is the only truly real-time expense reporting solution on the market. It is the easiest way for a company to reimburse its teams, implement their expense policy, and reconcile corporate credit cards throughout the month.
Abacus was acquired by Emburse in June 2018.
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Emburse is the largest global independent provider of travel, expense, and payment solutions, including leading SaaS platforms such as Abacus, Captio, Certify, Chrome River, Nexonia, SpringAhead, Tallie and Cards by Emburse. The company provides a growing portfolio of innovative expense and AP automation solutions that eliminate manual, time-consuming tasks for business travelers, finance professionals, and CFOs across more than 14,000 organizations, from start-ups to global enterprises such as Anthem, Toyota, Wayfair, Exxon Mobil, Sonoco, and Honda.
Acceptto is a transformative cybersecurity company challenging the norms of identity access. Its AIML-driven Biobehavioral technology analyzes and verifies identities through real-time threat analytics using Cognitive AuthenticationTM, a multi-context combination of behaviors, attributes and spatiotemporal velocity to detect and prevent identity access fraud across the enterprise and end consumers.
Acceptto was acquired by SecureAuth in October 2021.
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SecureAuth is a leading identity security solution that enables secure access to systems, applications, and data for over 600 corporations, government agencies, and service providers across the globe. With an integrated suite of single sign-on and multi-factor, passwordless, and adaptive authentication solutions, SecureAuth delivers a secure, flexible, and frictionless user experience while reducing the threat of cyber attacks, enabling user adoption and meeting business demands.
accessiBe is a groundbreaking company offering the first affordable solution for websites to seamlessly transition to ADA and WCAG compliance. Without interfering with a website’s source code, accessiBe’s AI-based system makes automatic screen-reader adjustments, adapting in real-time to the unique requirements of various web users with disabilities, continuously self-scanning for maintenance issues. While accessiBe is leveraged by some of the biggest brands globally, its cost-effective solution also supports small businesses in avoiding litigation and expanding equal opportunity of access to all web users.
Actiance Inc. is an American-based multinational corporation that developed the platforms required to enable the security, management and compliance of unified communications, Web 2.0 and social media channels.
Actiance was acquired by Smarsh in November 2017.
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Smarsh is the market leader for archiving, capture and surveillance solutions for financial services. Founded in 2001, the company has translated nearly two decades of research and development into one of the industry’s most powerful and intelligent data capture, archiving, and compliance platforms. Smarsh’s products empower financial services organizations to adopt the most innovative communications channels while meeting content retention and oversight obligations. The company has over 6,500 customers, including 9 of the top 10 banks and some of the largest government entities. Smarsh enables customers to capture data from over 80 communication channels. This includes the most widely used email, instant messaging/collaboration, social media, mobile, voice and web platforms. Gartner has named Smarsh as a Leader in the Enterprise Information Archiving space for six consecutive years. In 2022, Smarsh positioned both highest on the execution axis and furthest for completeness of vision.
ActiveStandards is a web quality management platform. ActiveStandards enables global organizations to ensure consistent quality and compliance across their websites while enabling individual groups to maintain editorial autonomy.
ActiveStandards was acquired by Crownpeak in November 2015.
Crownpeak is the leading SaaS-based Digital Experience Platform empowering over 180 enterprises such as Unilever, S&P Global, Freddie Mac, Associated Press, Prudential Insurance, and Aflac to quickly and easily create, deploy, and optimize omnichannel digital experiences at scale. The comprehensive solution addresses content management, experience optimization and governance, personalization, web accessibility and privacy UX, resulting in high-impact experiences that are brand-consistent and compliant with global privacy laws.
Advance is a leading provider of digital fundraising and giving day software. It streamlines advancement and alumni engagement for colleges, universities and major non-profit organizations.
Advance was acquired by Gravyty in February 2020.
Gravyty is an innovative SaaS company offering an ecosystem of products to educational institutions, nonprofits and corporations. Gravyty equips organizations to engage with their communities authentically, automate administrative tasks, and manage digital fundraising efforts. Its product portfolio includes Graduway, Community, Advance, Raise, Peerpal, and Gratavid, which provides purpose-driven technology to 2,500+ of the world’s most influential universities, K-12 schools, nonprofits, and corporations.
Advisor Launchpad is a website platform for financial advisors with integrated content marketing. With packages encompassing web, mobile, email marketing, social media and SEO, Advisor Launchpad offers financial advisors the tools and expertise they need to grow their business online.
Advisor Launchpad was acquired by FMG Suite in November 2016.
FMG Suite provides software that optimizes email campaigns, website design and social integration for financial professionals. Its product suite includes tools for building and maintaining email campaigns, social media, presentations and mobile apps and helps its customers build a professional digital presence for their businesses by generating interest and driving web traffic.
Advisors Assistant is a CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents, and financial planners to track clients, prospects, and financial products.
Advisors Assistant was acquired by FMG Suite in October 2016.
FMG Suite provides software that optimizes email campaigns, website design and social integration for financial professionals. Its product suite includes tools for building and maintaining email campaigns, social media, presentations and mobile apps and helps its customers build a professional digital presence for their businesses by generating interest and driving web traffic.
Agency Revolution provides insurance marketing automation software for independent insurance agencies and brokerages in the U.S. and Canada. Their software is designed to help Agencies and Brokerages get more leads, increase revenue and increase retention by automating the processes that are typically done manually.
Agency Revolution was acquired by FMG Suite in June 2017.
FMG Suite provides software that optimizes email campaigns, website design and social integration for financial professionals. Its product suite includes tools for building and maintaining email campaigns, social media, presentations and mobile apps and helps its customers build a professional digital presence for their businesses by generating interest and driving web traffic.
All Property Management (APM) is focused on helping property owners maximize their rental income potential. APM offers investors potential introductions to thousands of property management companies with local expertise, while also providing a wealth of information on real estate investment and property management best practices.
APM was acquired by Buildium in February 2015.
Buildium is a leading provider of a comprehensive system-of-record for small real estate property managers. The company’s product suite provides online tools for vacancy marketing, application submission, background checks, electronic payments, maintenance management, financial accounting and tax compliance. The company’s products automate manual tasks, archive critical documents and promote regulatory compliance for property managers, resulting in strong customer satisfaction and retention.
AMCAD is a leading enterprise software company that provides software solutions and services to the public sector including state, county and local governments. AMCAD automates the records management ecosystem that includes, county clerks and recorders offices, among others.
AMCAD was acquired by Granicus in November 2014.
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Granicus provides of a system-of-record cloud-based legislative automation and recordkeeping software for federal, state and local governments. Its multi-tenant SaaS solutions allow clerical staff to efficiently manage complex legislative processes to effectively communicate with the public. The company’s products include its Open Platform to manage public meeting data, Transparency Suite to stream live meetings and events and Legislative Management to automate meetings.
Anchor allows businesses to maintain an on-premise file server for performance and reliability, while also accessing the same files in the cloud. Anchor continuously backs up files for any point-in-time restore, in the case of accidental deletion or malware.
Anchor was acquired by Axcient in September 2013.
Axcient is a market leader in MSP focused business continuity and disaster recovery software. By focusing on the MSP channel, Axcient is able to provide a tailor-made solution that provides the most secure backup and disaster recovery technology stack with a proven Business Availability suite.
AnesthesiaGo is a purveyor of the healthcare industry’s only intelligent case scheduling platform for anesthesiology staff. AnesthesiaGo automatically generates daily case assignments in accordance with each group’s policies – saving time, driving efficiency, minimizing human error and allowing personnel to focus on patient care.
AnesthesiaGo was acquired by PerfectServe in December 2021.
PerfectServe, a leader in healthcare communication and coordination, developed the most advanced solution to unify the entire care team across the continuum-from inpatient, to outpatient, to patients at home. The secure platform uses advancements in mobility, AI and analytics to optimize scheduling, automate clinicians’ communication-driven workflows, eliminate non-clinical tasks and decrease clinician burnout, resulting in quicker time to treatment and superior patient outcomes. PerfectServe’s scalable cloud-based architecture is not affected by on-site outages, allowing the 500,000-plus clinicians who rely on the platform for clinical communication to focus on delivering the best patient experience possible. Headquartered in Knoxville, Tennessee, PerfectServe has helped clinicians provide better care for over 20 years.
AppLearn is a market leading digital adoption platform, helping organizations drive user adoption of enterprise software applications such as Workday, SAP SuccessFactors, Cornerstone, and Salesforce. Its key product, Adopt, embeds in-app support and user analytics to make digital tasks or processes easier to complete, analyze and optimize.. The Company today supports a global blue-chip customer base with over 1k+ employees, in 174 countries. Notable logos include Abbott, UniCredit, IHG, Cushman & Wakefield and Electrolux.
YesElf 2021
YesElf is a powerful Digital Adoption Platform that effectively guides users/employees through corporate applications and software, boosting productivity and ease of use.
YesElf was acquired by AppLearn in January 2021.
Apttus is a leading provider of a mission critical cloud-based software used by enterprise sales and legal teams to automate routine processes in sales and contract management. The company’s core product, Configure-Price-Quote (“CPQ“) system, optimizes the quoting and pricing process of the sales cycle. The Contract Lifecycle Management (“CLM“) product features a single, company-wide contract repository with a flexible workflow engine capable of supporting the entire contract management process.
AroFlo is a powerful cloud-based job management software designed for trade, field and service businesses of all sizes. AroFlo offers cutting-edge features to track jobs, run projects, schedule staff, record billable hours, order material, manage compliance, send invoices and take payments all in real-time.
AroFlo was acquired by simPRO in January 2021.
simPRO is a global SaaS business providing field service management solutions to trade and specialty contracting industries. The company’s verticals broadly include security professionals, plumbers, electricians, HVAC, solar and data networking. simPRO’s cloud-based software streamlines field workflows to maximize workforces, enable business growth and increase profits.
Atera, based in Tel-Aviv, is the world’s first all-in-one platform that combines remote monitoring and management (“RMM“) with helpdesk, reporting, and operations management in a single intuitive system. Atera’s remote-first IT management platform enables managed service providers (“MSPs“) and IT professionals with proactive, predictive insights which identify and remedy problems within an organization before they cause business stoppage. The company has seen rapid growth year-over-year and works with more than 9,000 customers in 100 countries.
AtHomeNet is a leading provider of community & homeowners association websites, association management websites, and organization & business websites.
AtHomeNet was acquired by Community Investors, Inc. in April 2013.
Community Investors is the market leading provider of SaaS systems-of-record for homeowner associations (“HOAs“), condominium associations, community management companies and corporations. The product automates information access, work processes, internal and external communication, time and expense tracking, vendor management, board requests, homeowner requests, delivery tracking, visitor/keys/parking/pets management, security and other functions.
Attraqt powers exceptional shopping experiences for over 300 of the world’s leading brands, manufacturers and retailers. Attraqt provides a set of API-enabled, algorithm-driven, intelligent SaaS services covering personalization, search, navigation, merchandising, recommendations and internationalization.
Attraqt was acquired by Crownpeak in December 2022.
Crownpeak is the leading SaaS-based Digital Experience Platform empowering over 180 enterprises such as Unilever, S&P Global, Freddie Mac, Associated Press, Prudential Insurance, and Aflac to quickly and easily create, deploy, and optimize omnichannel digital experiences at scale. The comprehensive solution addresses content management, experience optimization and governance, personalization, web accessibility and privacy UX, resulting in high-impact experiences that are brand-consistent and compliant with global privacy laws.
Auric Systems International, a trusted leader in PCI compliant solutions, has helped businesses protect millions of transactions and billions of dollars since 1994. It offers services addressing the need for businesses to protect Financial, Personally Identifiable, and Access data so they adhere to current laws and data protection compliance rules.
Auric Systems International was acquired by TokenEx in February 2022.
IXOPAY is a leading provider of enterprise-grade payment orchestration, providing a fully integrated platform and flexible payment optimization modules to businesses around the world. With a single API and scalable payments architecture, IXOPAY helps businesses streamline, secure and increase the resilience of their payment systems.
IXOPAY merged with TokenEx in April 2024.
Avacee is a cloud-first, scalable, intelligence, and automation platform for managing IT systems and devices everywhere. It is intended to manage physical endpoints without requiring VPNs or cloud gateways.
Avacee was acquired by ControlUp in October 2020.
ControlUp is a real time VDI and server virtualization monitoring platform which provides a single pane of glass for IT Ops users to quickly identify, remediate and troubleshoot issues in hybrid cloud and multi instance datacenters. Its flagship product monitors the entire virtual environment across multiple vendors (hypervisors, servers, desktops, etc.) from a real-time dashboard. Additionally, customers can benchmark their activity and resource consumption against historical trends across the entire customer base.
Axcient is a market leader in MSP focused business continuity and disaster recovery software. By focusing on the MSP channel, Axcient is able to provide a tailor-made solution that provides the most secure backup and disaster recovery technology stack with a proven Business Availability suite.
eFolder 2013
eFolder provides data protection services such as cloud file sync, data backup, business continuity, and email security solutions.
eFolder was acquired by Axcient in September 2013.
Anchor Box 2013
Anchor allows businesses to maintain an on-premise file server for performance and reliability, while also accessing the same files in the cloud. Anchor continuously backs up files for any point-in-time restore, in the case of accidental deletion or malware.
Anchor was acquired by Axcient in September 2013.
Cloudfinder 2014
Cloudfinder is cloud software that backs up and protects Microsoft 365 data, offering instant full-text search, search in all previous versions, and search across multiple accounts and cloud services.
Cloudfinder was acquired by Axcient in June 2014.
Replibit 2016
Replibit is an image-based business continuity and data protection service that captures chain-free backups of a server and replicates those images to the cloud, providing local or onsite recovery in the event of a server failure or site-wide disaster.
Replibit was acquired by Axcient in February 2016.
AXDRAFT is a Y Combinator company from New York that works with global fortune 500 companies to rapidly growing startups to automate legal document drafting and negotiation. AXDRAFT significantly reduces the time spent on drafting and negotiating routine documents.
AXDRAFT was acquired by Onit in December 2020.
Onit, based in Houston, TX, is the market leader in enterprise legal management and contract lifecycle management software. Onit’s products help law departments provide better service while improving operational efficiency. The Company has sold to over 400 blue-chip organizations, including Fortune 500 companies and top law firms. The Company has grown organically at a rapid pace while also consolidating its market with the acquisitions of SimpleLegal, Axdraft, and McCarthyFinch, Select customers include: Disney, Adobe, Oaktree, and PayPal.
Bang the Table is a specialist provider of online stakeholder engagement services. It provides software and service solutions to government, public sector and private enterprise clients.
Bang the Table was acquired by Granicus in June 2021.
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Granicus provides of a system-of-record cloud-based legislative automation and recordkeeping software for federal, state and local governments. Its multi-tenant SaaS solutions allow clerical staff to efficiently manage complex legislative processes to effectively communicate with the public. The company’s products include its Open Platform to manage public meeting data, Transparency Suite to stream live meetings and events and Legislative Management to automate meetings.
Bay31 provides governance, risk and compliance (GRC) as a cloud-based solution. It offers solutions for access governance, SoD, identity analytics, risk scoring, and role analytics, and addresses IAM environments, such as Oracle or Active Directory as well as complex SAP requirements.
Bay31 was acquired by SecureAuth in June 2015.
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SecureAuth is a leading identity security solution that enables secure access to systems, applications, and data for over 600 corporations, government agencies, and service providers across the globe. With an integrated suite of single sign-on and multi-factor, passwordless, and adaptive authentication solutions, SecureAuth delivers a secure, flexible, and frictionless user experience while reducing the threat of cyber attacks, enabling user adoption and meeting business demands.
Bid2Win Consulting is comprised of former senior capture executives who serve as business advisors and consultants to our clients. We are seasoned leaders who are equipped to lead, teach, design, and execute strategic growth and capture opportunities for clients.
Bid2Win was acquired by Technomile in October 2021.
Technomile is a leading software provider servicing industries which sell into the federal government. The company provides a complete suite of software solutions including capture management, contract lifecycle management and opportunity analytics integrated into a company’s CRM.. The company currently serves contractors in Aerospace and Defense manufacturing, IT professional services and Architecture and Construction and has been credited with helping increase win-rates by > 20% while decreasing the total cost of ownership of legacy systems by 50%+.. The company has acquired a number of blue-chip enterprises as customers including the likes of General Dynamics, Perspecta, BAE among others.
BigChange is a mobile workforce management platform that enables field service businesses to underpin and revolutionize their growth, productivity and sustainability.
BigChange’s pioneering all-in-one mobile workforce and job management solution provides organizations of any size across numerous service sectors with a paperless means of planning, managing, scheduling, and tracking their mobile workforce operations. Combining CRM, job scheduling, vehicle tracking, a mobile workforce app, and an on-demand booking app, the system can manage all in-house and sub-contracted operations simultaneously.
BigChange was acquired by Simpro in October 2024.
simPRO is a global SaaS business providing field service management solutions to trade and specialty contracting industries. The company’s verticals broadly include security professionals, plumbers, electricians, HVAC, solar and data networking. simPRO’s cloud-based software streamlines field workflows to maximize workforces, enable business growth and increase profits.
Board Intelligence, a leading board management software platform, is trusted by over 40,000 leaders across 3,000 organizations from Fortune 500 and FTSE 100 corporates, to drive high-impact decision making and governance.
TeamEngine 2024
TeamEngine Group AB is a software company specialized in providing products and services for board and management collaboration, insider management, due diligence and crisis management.
TeamEngine was acquired by Board Intelligence in August 2024.
Bodhala, a leading legal spend analytics and management platform, provides corporate legal departments with in-depth analytics and spend optimization solutions based on real-time market intelligence.
Bodhala was acquired by Onit in August 2021.
Onit, based in Houston, TX, is the market leader in enterprise legal management and contract lifecycle management software. Onit’s products help law departments provide better service while improving operational efficiency. The Company has sold to over 400 blue-chip organizations, including Fortune 500 companies and top law firms. The Company has grown organically at a rapid pace while also consolidating its market with the acquisitions of SimpleLegal, Axdraft, and McCarthyFinch, Select customers include: Disney, Adobe, Oaktree, and PayPal.
Botium is a comprehensive suite to automate the testing of conversational AI and the missing piece to pay off the efforts of building a well functioning chatbot. It simulates typical behaviour of real humans interacting with your conversational AI. Multiple test types are included to analyze your chatbot from all perspectives.
Botium was acquired by Cyara in March 2022.
Cyara is the world’s leading Automated CX Assurance Platform provider, helping leading brands deliver better CX with less effort, cost, time, and risk. Cyara supports the entire CX software development lifecycle, from design to functional and regression testing, load testing, and production monitoring – ensuring enterprises can build flawless customer journeys across voice and digital channels while reducing the risk of customer-facing defects.
Brainspace is a provider of AI-powered visual analytics for e-discovery and investigations. It has been on the leading edge of analytics and machine learning, delivering innovative solutions for complex data challenges in investigations, eDiscovery, intelligence mining, compliance, and alternative data for over a decade.
Brainspace was acquired by Reveal in January 2021.
Reveal is a Chicago based software company that offers a leading end-to-end eDiscovery platform. The software provides advanced data analytics powered by AI/ML, early case assessment, processing, and document review capabilities for legal service providers, law firms, and enterprises. The solution leverages powerful data. visualization capabilities and NLP functionality to quickly surface the most important insights, allowing users to streamline the entire eDiscovery process.
Buildium is a leading provider of a comprehensive system-of-record for small real estate property managers. The company’s product suite provides online tools for vacancy marketing, application submission, background checks, electronic payments, maintenance management, financial accounting and tax compliance. The company’s products automate manual tasks, archive critical documents and promote regulatory compliance for property managers, resulting in strong customer satisfaction and retention.
All Property Management (APM) is focused on helping property owners maximize their rental income potential. APM offers investors potential introductions to thousands of property management companies with local expertise, while also providing a wealth of information on real estate investment and property management best practices.
APM was acquired by Buildium in February 2015.
TenantLoop 2017
TenantLoop is the ultimate mobile and web solution for tenant engagement, satisfaction and retention.
TenantLoop was acquired by Buildium in February 2017.
BusyLamp is the modern alternative to spreadsheets and legacy spend and matter management systems. It offers services for eBilling, spend management, matter management and analytics for corporate legal departments and legal operations.
BusyLamp was acquired by Onit in September 2021.
Onit, based in Houston, TX, is the market leader in enterprise legal management and contract lifecycle management software. Onit’s products help law departments provide better service while improving operational efficiency. The Company has sold to over 400 blue-chip organizations, including Fortune 500 companies and top law firms. The Company has grown organically at a rapid pace while also consolidating its market with the acquisitions of SimpleLegal, Axdraft, and McCarthyFinch, Select customers include: Disney, Adobe, Oaktree, and PayPal.
Caju is a leading flexible benefits management platform that consolidates all corporate benefits into one Visa card. Brazilian labor law requires employers to provide monthly benefits to employees. Caju’s card encompasses several different benefit categories such as meal, groceries, culture and transportation, and can be used anywhere Visa cards are accepted. Thousands of companies and hundreds of thousands of people currently use Caju’s solutions.
Calytera works with hundreds of government agencies to help them digitize and automate critical functions, optimize their mobile workforce and deliver modern services to citizens. Its platform handles more than 50 regulatory functions ranging from land and building management to public health, permitting, inspections, compliance, licensing and FOIA (Freedom of Information Act) services.
Calytera was acquired by Granicus in October 2020.
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Granicus provides of a system-of-record cloud-based legislative automation and recordkeeping software for federal, state and local governments. Its multi-tenant SaaS solutions allow clerical staff to efficiently manage complex legislative processes to effectively communicate with the public. The company’s products include its Open Platform to manage public meeting data, Transparency Suite to stream live meetings and events and Legislative Management to automate meetings.
CampusTap provides an intuitive career networking and mentoring community where students and alumni partake in meaningful mentorship opportunities and discover groups, jobs and companies aligned with their academic, professional and personal interests.
CampusTap was acquired by Gravyty in June 2018.
Gravyty is an innovative SaaS company offering an ecosystem of products to educational institutions, nonprofits and corporations. Gravyty equips organizations to engage with their communities authentically, automate administrative tasks, and manage digital fundraising efforts. Its product portfolio includes Graduway, Community, Advance, Raise, Peerpal, and Gratavid, which provides purpose-driven technology to 2,500+ of the world’s most influential universities, K-12 schools, nonprofits, and corporations.
Canvas creates solutions for text-based recruitment and job candidate interviewing. Canvas is the first text-based intelligent interviewing system that empowers organizations and recruiters to screen more job candidates and market employment brands.
Canvas was acquired by Employ in November 2018.
Employ Inc. empowers organizations of all sizes to overcome their greatest recruiting and talent acquisition challenges. Offering a combination of purpose-built, intelligent technologies, services, and industry expertise, Employ provides SMB to global enterprises with a single solution for recruiting and growing a diverse workforce. Through its JazzHR, Lever, Jobvite, and NXTThing RPO brands, Employ serves more than 18,000 customers across industries.
The CapControls platform provides shareholder data management tools to help private companies improve their understanding and management of capital structures and shareholder records.
CapControls was acquired by Certent in June 2018.
Certent provides mission critical software solutions that handle accounting, tax, administration, participant services and compliance for employee stock options plans. The company’s modules address regulatory requirements including FAS 123R, IFRS 2, performance awards, material modifications and workstream process automation.
CapSure provides visitor management software and access control integration solutions to corporate facilities, distribution facilities, gated communities and condominiums.
CapSure was acquired by Community Investors, Inc. in March 2014.
Community Investors is the market leading provider of SaaS systems-of-record for homeowner associations (“HOAs“), condominium associations, community management companies and corporations. The product automates information access, work processes, internal and external communication, time and expense tracking, vendor management, board requests, homeowner requests, delivery tracking, visitor/keys/parking/pets management, security and other functions.
Captio is a business and travel expense management application that enables companies and their employees to improve the control of their expenses and discovery of new savings opportunities.
Captio was acquired by Emburse in September 2018.
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Emburse is the largest global independent provider of travel, expense, and payment solutions, including leading SaaS platforms such as Abacus, Captio, Certify, Chrome River, Nexonia, SpringAhead, Tallie and Cards by Emburse. The company provides a growing portfolio of innovative expense and AP automation solutions that eliminate manual, time-consuming tasks for business travelers, finance professionals, and CFOs across more than 14,000 organizations, from start-ups to global enterprises such as Anthem, Toyota, Wayfair, Exxon Mobil, Sonoco, and Honda.
CAREANIMATIONS is a digital health company specialized in enabling health care providers to provide reliable, easy-to-access and easy-to-understand medical information to patients through innovative communication tools and personalized, interactive animated videos, pictograms and journeys.
CAREANIMATIONS was acquired by Lumistry in June 2022.
Lumistry helps pharmacies transform their business to improve adherence, reduce operating costs and increase revenue. Offering a combination of purpose-built, intelligent products and services, Lumistry provides pharmacists with solutions to engage with their patients, consolidate vendors, improve patient health literacy, automate tasks, and initiate online scheduling for programs and services. Lumistry serves more than 9,000 pharmacies globally. The company is headquartered in Austin, Texas, with offices in New Jersey, South Carolina, Florida, and Europe.
CareWire is a text-first mobile patient engagement platform that takes advantage of the immediacy and simplicity of text messaging to communicate personalized, precisely timed, service specific education, instructions and alerts.
CareWire was acquired by PerfectServe in August 2018.
PerfectServe, a leader in healthcare communication and coordination, developed the most advanced solution to unify the entire care team across the continuum-from inpatient, to outpatient, to patients at home. The secure platform uses advancements in mobility, AI and analytics to optimize scheduling, automate clinicians’ communication-driven workflows, eliminate non-clinical tasks and decrease clinician burnout, resulting in quicker time to treatment and superior patient outcomes. PerfectServe’s scalable cloud-based architecture is not affected by on-site outages, allowing the 500,000-plus clinicians who rely on the platform for clinical communication to focus on delivering the best patient experience possible. Headquartered in Knoxville, Tennessee, PerfectServe has helped clinicians provide better care for over 20 years.
CentraCX is a comprehensive SaaS-based Voice of the Customer (VOC) solution, designed specifically for the contact center.
CentraCX was acquired by Cyara in June 2023.
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Cyara is the world’s leading Automated CX Assurance Platform provider, helping leading brands deliver better CX with less effort, cost, time, and risk. Cyara supports the entire CX software development lifecycle, from design to functional and regression testing, load testing, and production monitoring – ensuring enterprises can build flawless customer journeys across voice and digital channels while reducing the risk of customer-facing defects.
Certent provides mission critical software solutions that handle accounting, tax, administration, participant services and compliance for employee stock options plans. The company’s modules address regulatory requirements including FAS 123R, IFRS 2, performance awards, material modifications and workstream process automation.
OptionAdmin 2014
Option Admin, Inc. is a software and service firm specializing in equity compensation and accounting for private companies.
OptionAdmin was acquired by Certent in July 2014.
Rivet Software 2014
Rivet Software provides financial reporting systems that help companies create and consume financial data.
Rivet Software was acquired by Certent in September 2014.
DisclosureNet 2016
DisclosureNet provides cloud-based and in-house enterprise disclosure management solutions and services that help improve efficiency, accuracy, control, and reduce risk in internal and external reporting.
DisclosureNet was acquired by Certent in June 2016.
Cognos 2017
Cognos products offer on-premise and cloud platforms for multi-author reports to financial and disclosure reporting teams in North America, APAC and Europe, which gives organizations advanced capabilities to handle regulatory requirements involving US GAAP and XBRL, IFRS and European Banking Authority and insurance industry frameworks.
Cognos was acquired by Certent in June 2017.
CapControls 2018
The CapControls platform provides shareholder data management tools to help private companies improve their understanding and management of capital structures and shareholder records.
CapControls was acquired by Certent in June 2018.
Certify is a leading online spend management solution for companies of all sizes. Organizations worldwide book travel, complete expense reports, and digitize the procure-to-pay process quickly and easily using Certify cloud and mobile applications.
Certify was acquired by Emburse in May 2017.
Relevant News
Emburse is the largest global independent provider of travel, expense, and payment solutions, including leading SaaS platforms such as Abacus, Captio, Certify, Chrome River, Nexonia, SpringAhead, Tallie and Cards by Emburse. The company provides a growing portfolio of innovative expense and AP automation solutions that eliminate manual, time-consuming tasks for business travelers, finance professionals, and CFOs across more than 14,000 organizations, from start-ups to global enterprises such as Anthem, Toyota, Wayfair, Exxon Mobil, Sonoco, and Honda.
Checkmarx is constantly pushing the boundaries of Application Security Testing to make security seamless and simple for the world’s developers while giving CISOs the confidence and control they need. As the AppSec testing leader, Checkmarx provides the industry’s most comprehensive solutions, giving development and security teams unparalleled accuracy, coverage, visibility, and guidance to reduce risk across all components of modern software-including proprietary code, open-source, APIs, and infrastructure as code.
Codebashing 2017
Codebashing is a education technology platform built specifically to teach and train software developers the principles of application security in a way that helps them to write more secure software.
Codebashing was acquired by Checkmarx in July 2017.
Custodela 2018
Custodela is a provider of software security program development and consulting services focused on DevSecOps.
Custodela was acquired by Checkmarx in November 2018.
Dustico 2021
Dustico provides a dynamic source-code analysis platform to prevent open-source software supply chain attacks. Its code sandbox detects malicious behavior in code changes (combining static and dynamic analysis), helping to prevent unwanted malicious code and open-source packages before the code is deployed to production.
Dustico was acquired by Checkmarx in August 2021.
Chirotouch is the category-leading provider of system-of-record solutions for the chiropractic industry, including practice management, electronic medical records, revenue cycle and clearinghouse software. The company’s products help doctors manage accounting, appointment scheduling, insurance and private payer billing, patient health records and other business processes.
Future Health 2014
Future Health offers SmartCloud, a cloud-based and completely integrated chiropractic office management system that helps enhance doctors’ overall practice outcomes and success.
Future Health was acquired by Chirotouch in August 2014.
EON Systems 2015
EON offers fully integrated billing, patient scheduling and practice management solutions for physical therapy, acupuncture and other rehabilitative practices. Its suite of products offers electronic data entry and storage, automated appointments and pre- and post-visit letters, and insurance verification to expedite claims.
EON was acquired by Chirotouch in October 2015.
TGI Software 2016
TGI Software offers a comprehensive practice management and documentation solution for chiropractors.
TGI Software was acquired by Chirotouch in October 2016.
ClinicSource 2016
ClinicSource provides a fully integrated online EMR and practice management system for therapy practices of any size.
ClinicSource was acquired by Chirotouch in November 2016.
Chrome River provides highly-configurable cloud-based expense and invoice management solutions. Its suite of solutions offers a modern, elegant user experience to create, submit and approve expenses anywhere on any device.
Chrome River was acquired by Emburse in February 2019.
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Emburse is the largest global independent provider of travel, expense, and payment solutions, including leading SaaS platforms such as Abacus, Captio, Certify, Chrome River, Nexonia, SpringAhead, Tallie and Cards by Emburse. The company provides a growing portfolio of innovative expense and AP automation solutions that eliminate manual, time-consuming tasks for business travelers, finance professionals, and CFOs across more than 14,000 organizations, from start-ups to global enterprises such as Anthem, Toyota, Wayfair, Exxon Mobil, Sonoco, and Honda.
Civica is a premier eGovernment website content management system (CMS) provider throughout the United States for local governments, special districts and non-profit groups.
Civica was acquired by Granicus in October 2015.
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Granicus provides of a system-of-record cloud-based legislative automation and recordkeeping software for federal, state and local governments. Its multi-tenant SaaS solutions allow clerical staff to efficiently manage complex legislative processes to effectively communicate with the public. The company’s products include its Open Platform to manage public meeting data, Transparency Suite to stream live meetings and events and Legislative Management to automate meetings.
Clarizen is a leading provider of mission critical collaborative work management software for project and portfolio management. Clarizen’s product suite allows enterprise teams to better collaborate, manage workflows and maximize project outcomes. Its software connects and engages workforces with easy-to-configure customization and in-context collaboration and helps to minimize project risk and automate administrative tasks. Additionally, Clarizen provides managers with improved visibility into project workstreams, which enables more accurate and data-driven decisions.
Tasktop 2022
Tasktop was acquired by Planview in May 2022.
ClinicSource provides a fully integrated online EMR and practice management system for therapy practices of any size.
ClinicSource was acquired by Chirotouch in November 2016.
Chirotouch is the category-leading provider of system-of-record solutions for the chiropractic industry, including practice management, electronic medical records, revenue cycle and clearinghouse software. The company’s products help doctors manage accounting, appointment scheduling, insurance and private payer billing, patient health records and other business processes.
ClockShark is a leading time-tracking and scheduling software built for construction, field service, and franchises that want a simpler way to track employee time for dispersed teams, run payroll quickly and accurately, and understand job costs.
Clockshark was acquired by simPRO in November 2021.
simPRO is a global SaaS business providing field service management solutions to trade and specialty contracting industries. The company’s verticals broadly include security professionals, plumbers, electricians, HVAC, solar and data networking. simPRO’s cloud-based software streamlines field workflows to maximize workforces, enable business growth and increase profits.
Cloudentity is a leading provider of authorization-centric IAM solutions specializing in the orchestration of customer experience, Fine-Grained Authorization (FGA), Business-to-Business-to-Consumer (B2B2C) use cases, and support for global Open Finance specifications. Cloudentity’s innovative technology enables organizations to rapidly deliver seamless and secure digital experiences at massive volume while maintaining compliance with open standards and regulatory requirements.
Cloudentity was acquired by SecureAuth in December 2023.
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SecureAuth is a leading identity security solution that enables secure access to systems, applications, and data for over 600 corporations, government agencies, and service providers across the globe. With an integrated suite of single sign-on and multi-factor, passwordless, and adaptive authentication solutions, SecureAuth delivers a secure, flexible, and frictionless user experience while reducing the threat of cyber attacks, enabling user adoption and meeting business demands.
Cloudfinder is cloud software that backs up and protects Microsoft 365 data, offering instant full-text search, search in all previous versions, and search across multiple accounts and cloud services.
Cloudfinder was acquired by Axcient in June 2014.
Axcient is a market leader in MSP focused business continuity and disaster recovery software. By focusing on the MSP channel, Axcient is able to provide a tailor-made solution that provides the most secure backup and disaster recovery technology stack with a proven Business Availability suite.
Codebashing is a education technology platform built specifically to teach and train software developers the principles of application security in a way that helps them to write more secure software.
Codebashing was acquired by Checkmarx in July 2017.
Checkmarx is constantly pushing the boundaries of Application Security Testing to make security seamless and simple for the world’s developers while giving CISOs the confidence and control they need. As the AppSec testing leader, Checkmarx provides the industry’s most comprehensive solutions, giving development and security teams unparalleled accuracy, coverage, visibility, and guidance to reduce risk across all components of modern software-including proprietary code, open-source, APIs, and infrastructure as code.
Cognia develops cloud voice and data solutions for use in financial institutions, government and the Fortune 1000. Cognia’s secure, global communication services platform, transforms the cost and ease by which organizations can control, capture and analyze voice and non-voice communications across distributed workforces.
Cognia was acquired by Smarsh in August 2017.