About
Team
Portfolio
Resources
Alternative Strategies
INVESTMENT
Real Assets
Public Equities -
coming soon
PHILANTHROPY
Greater Sum Giving -
coming soon
Investment Inquiry
Interested in learning more about our traditional and alternative investments? Please send us a note!
Alternative Strategies
Real Assets
Hedge Fund -
coming soon
Greater Sum Giving -
coming soon
Firm Quick Facts
Growth equity
Built with “Client First”
20+ pages
60+ unique sections
E-commerce and CMS powered
Contact Us
OUR PORTFOLIO
Companies that Compound
We back founder-led companies ready for scale.
All
Active
Legacy
Unicorn
4D EMR
4D delivers a specialty-first, cloud-based EMR and practice management platform designed specifically for plastic surgery, dermatology, and medspa practices.
Founded:
Invested:
Exited:
2019
2025
–
Healthcare
Catalis
Catalis delivers mission-critical software and integrated payments that power state and local governments across North America.
Founded:
Invested:
Exited:
2017
2017
–
2021
Public Service
CoreForce
Coreforce is a mission-critical public safety technology company serving law enforcement, first responders, and corrections across the United States.
Founded:
Invested:
Exited:
2000
2023
–
Public Service
CoverageStack
CoverageStack is a unified specialty insurance platform built for scalable, client-centered risk solutions.
Founded:
Invested:
Exited:
2025
2025
–
Insurance
Cypris
Cypris is an AI-powered, enterprise intelligence platform that enables corporate R&D teams to make better strategic decisions and drive immediate impact on ROI.
Founded:
Invested:
Exited:
2021
2026
–
R&D
Ensora Health
Ensora Health is an unified software platform serving behavioral health and rehabilitative care providers nationwide.
Founded:
Invested:
Exited:
2017
2017
–
2021
Healthcare
HelloNote
HelloNote is a cloud-based practice management and electronic documentation platform built for rehabilitation professionals.
Founded:
Invested:
Exited:
2016
2025
–
Healthcare
Inhabit
Inhabit is a global leader in property management software solutions, serving the residential and vacation rental industries.
Founded:
Invested:
Exited:
2016
2015
–
Property Management
Join It
Join It is membership management software that helps effectively sell, track, and grow membership.
Founded:
Invested:
Exited:
2016
2025
–
Membership
LivTech
LivTech provides an integrated software platform for long-term, post-acute, and senior living care providers.
Founded:
Invested:
Exited:
2019
2019
–
2025
Healthcare
MedSuite
MedSuite is a comprehensive healthcare technology platform serving the behavioral health and addiction treatment markets.
Founded:
Invested:
Exited:
2021
2021
–
Healthcare
Ministry Brands
Ministry Brands is the leading provider of SaaS platforms for churches and other faith-based organizations.
Founded:
Invested:
Exited:
2012
2012
–
2021
Ministry & Non-Profit
Momentive Software
Momentive Software delivers an integrated suite of cloud-based solutions for nonprofits and mission-driven organizations.
Founded:
Invested:
Exited:
2017
2017
–
2021
Ministry & Non-Profit
MyVenue
MyVenue is an award-winning point-of-sale and commerce platform purpose-built for stadiums, arenas, and large-scale entertainment venues.
Founded:
Invested:
Exited:
2020
2025
–
Sports & Entertainment
OptiMantra
OptiMantra delivers cloud-based clinical and practice management software designed for integrative, functional, and wellness-focused healthcare providers.
Founded:
Invested:
Exited:
2011
2023
–
2025
Healthcare
Owl Practice Suite
Owl Practice is a secure, cloud-based practice management platform built specifically for mental health professionals.
Founded:
Invested:
Exited:
2021
2021
–
Healthcare
PetVisor
A global leader in veterinary technology, PetVisor provides an integrated suite of software and technology solutions to veterinary clinics and pet care providers.
Founded:
Invested:
Exited:
2021
2021
–
2023
Petcare
PracticeTek
PracticeTek is a family of patient engagement and practice management software companies serving dental, orthodontic, and other specialty healthcare providers.
Founded:
Invested:
Exited:
2020
2020
–
Healthcare
ProfitSolv
ProfitSolv provides cloud-based business management and billing software for professional services firms.
Founded:
Invested:
Exited:
2020
2020
–
2025
Professional Services
PropertyTek
PropertyTek delivers a connected suite of software solutions purpose-built for the real estate ecosystem.
Founded:
Invested:
Exited:
2021
2021
–
Property Management
Sharper
Sharper Marina Management provides an all-in-one, cloud-based platform designed to modernize marina operations.
Founded:
Invested:
Exited:
2018
2024
–
Recreation
Stax
Stax is a full-stack, end-to-end payments processor and infrastructure platform for software vendors, resellers, and SMBs.
Founded:
Invested:
Exited:
2014
2020
–
Payments
TalentTek
TalentTek provides cloud-based software solutions that help staffing agencies and recruiting firms manage the full talent lifecycle.
Founded:
Invested:
Exited:
2022
2022
–
HR & People
Transit Technologies
Transit Technologies provides integrated software, hardware, and services that power public and private mobility providers.
Founded:
Invested:
Exited:
2019
2019
–
2025
Transportation
Tribute Technology
Tribute Technology provides a comprehensive suite of software and e-commerce solutions for the funeral and end-of-life care industry.
Founded:
Invested:
Exited:
2018
2018
–
2020
Funeral
Vehlo
Vehlo provides software and integrated payments solutions purpose-built for the automotive fixed operations ecosystem.
Founded:
Invested:
Exited:
2019
2019
–
Automotive
WriteUpp
WriteUpp is a cloud-based practice management platform trusted by more than 13,000 clinicians to manage their practices more efficiently.
Founded:
Invested:
Exited:
2009
2024
–
Healthcare
4D EMR
4D delivers a specialty-first, cloud-based EMR and practice management platform designed specifically for plastic surgery, dermatology, and medspa practices.
Founded:
Invested:
Exited:
2019
2025
–
Healthcare
CoreForce
Coreforce is a mission-critical public safety technology company serving law enforcement, first responders, and corrections across the United States.
Founded:
Invested:
Exited:
2000
2023
–
Public Service
CoverageStack
CoverageStack is a unified specialty insurance platform built for scalable, client-centered risk solutions.
Founded:
Invested:
Exited:
2025
2025
–
Insurance
Cypris
Cypris is an AI-powered, enterprise intelligence platform that enables corporate R&D teams to make better strategic decisions and drive immediate impact on ROI.
Founded:
Invested:
Exited:
2021
2026
–
R&D
HelloNote
HelloNote is a cloud-based practice management and electronic documentation platform built for rehabilitation professionals.
Founded:
Invested:
Exited:
2016
2025
–
Healthcare
Inhabit
Inhabit is a global leader in property management software solutions, serving the residential and vacation rental industries.
Founded:
Invested:
Exited:
2016
2015
–
Property Management
Join It
Join It is membership management software that helps effectively sell, track, and grow membership.
Founded:
Invested:
Exited:
2016
2025
–
Membership
MedSuite
MedSuite is a comprehensive healthcare technology platform serving the behavioral health and addiction treatment markets.
Founded:
Invested:
Exited:
2021
2021
–
Healthcare
MyVenue
MyVenue is an award-winning point-of-sale and commerce platform purpose-built for stadiums, arenas, and large-scale entertainment venues.
Founded:
Invested:
Exited:
2020
2025
–
Sports & Entertainment
Owl Practice Suite
Owl Practice is a secure, cloud-based practice management platform built specifically for mental health professionals.
Founded:
Invested:
Exited:
2021
2021
–
Healthcare
PracticeTek
PracticeTek is a family of patient engagement and practice management software companies serving dental, orthodontic, and other specialty healthcare providers.
Founded:
Invested:
Exited:
2020
2020
–
Healthcare
PropertyTek
PropertyTek delivers a connected suite of software solutions purpose-built for the real estate ecosystem.
Founded:
Invested:
Exited:
2021
2021
–
Property Management
Sharper
Sharper Marina Management provides an all-in-one, cloud-based platform designed to modernize marina operations.
Founded:
Invested:
Exited:
2018
2024
–
Recreation
Stax
Stax is a full-stack, end-to-end payments processor and infrastructure platform for software vendors, resellers, and SMBs.
Founded:
Invested:
Exited:
2014
2020
–
Payments
TalentTek
TalentTek provides cloud-based software solutions that help staffing agencies and recruiting firms manage the full talent lifecycle.
Founded:
Invested:
Exited:
2022
2022
–
HR & People
Vehlo
Vehlo provides software and integrated payments solutions purpose-built for the automotive fixed operations ecosystem.
Founded:
Invested:
Exited:
2019
2019
–
Automotive
WriteUpp
WriteUpp is a cloud-based practice management platform trusted by more than 13,000 clinicians to manage their practices more efficiently.
Founded:
Invested:
Exited:
2009
2024
–
Healthcare
Catalis
Catalis delivers mission-critical software and integrated payments that power state and local governments across North America.
Founded:
Invested:
Exited:
2017
2017
–
2021
Public Service
Ensora Health
Ensora Health is an unified software platform serving behavioral health and rehabilitative care providers nationwide.
Founded:
Invested:
Exited:
2017
2017
–
2021
Healthcare
LivTech
LivTech provides an integrated software platform for long-term, post-acute, and senior living care providers.
Founded:
Invested:
Exited:
2019
2019
–
2025
Healthcare
Ministry Brands
Ministry Brands is the leading provider of SaaS platforms for churches and other faith-based organizations.
Founded:
Invested:
Exited:
2012
2012
–
2021
Ministry & Non-Profit
Momentive Software
Momentive Software delivers an integrated suite of cloud-based solutions for nonprofits and mission-driven organizations.
Founded:
Invested:
Exited:
2017
2017
–
2021
Ministry & Non-Profit
OptiMantra
OptiMantra delivers cloud-based clinical and practice management software designed for integrative, functional, and wellness-focused healthcare providers.
Founded:
Invested:
Exited:
2011
2023
–
2025
Healthcare
PetVisor
A global leader in veterinary technology, PetVisor provides an integrated suite of software and technology solutions to veterinary clinics and pet care providers.
Founded:
Invested:
Exited:
2021
2021
–
2023
Petcare
ProfitSolv
ProfitSolv provides cloud-based business management and billing software for professional services firms.
Founded:
Invested:
Exited:
2020
2020
–
2025
Professional Services
Transit Technologies
Transit Technologies provides integrated software, hardware, and services that power public and private mobility providers.
Founded:
Invested:
Exited:
2019
2019
–
2025
Transportation
Tribute Technology
Tribute Technology provides a comprehensive suite of software and e-commerce solutions for the funeral and end-of-life care industry.
Founded:
Invested:
Exited:
2018
2018
–
2020
Funeral
Catalis
Catalis delivers mission-critical software and integrated payments that power state and local governments across North America.
Founded:
Invested:
Exited:
2017
2017
–
2021
Public Service
Ensora Health
Ensora Health is an unified software platform serving behavioral health and rehabilitative care providers nationwide.
Founded:
Invested:
Exited:
2017
2017
–
2021
Healthcare
Inhabit
Inhabit is a global leader in property management software solutions, serving the residential and vacation rental industries.
Founded:
Invested:
Exited:
2016
2015
–
Property Management
Ministry Brands
Ministry Brands is the leading provider of SaaS platforms for churches and other faith-based organizations.
Founded:
Invested:
Exited:
2012
2012
–
2021
Ministry & Non-Profit
Momentive Software
Momentive Software delivers an integrated suite of cloud-based solutions for nonprofits and mission-driven organizations.
Founded:
Invested:
Exited:
2017
2017
–
2021
Ministry & Non-Profit
Stax
Stax is a full-stack, end-to-end payments processor and infrastructure platform for software vendors, resellers, and SMBs.
Founded:
Invested:
Exited:
2014
2020
–
Payments
Tribute Technology
Tribute Technology provides a comprehensive suite of software and e-commerce solutions for the funeral and end-of-life care industry.
Founded:
Invested:
Exited:
2018
2018
–
2020
Funeral
let's connect
Ready to Join the List?
Whether you’re growing a business that's under $1M in revenue or over $100M in revenue, if you're looking to build a legacy, we'd love to meet you.
Schedule a Call
Request Information