Technology products and services for the global airline industry.
Accelya is a leading global provider of integrated technology platforms, software and services to the travel and transport industry. The Company’s platform offers technology solutions for the travel industry to solve critical business problems including commercial planning and optimization, sales and distribution management, financial reconciliation and settlement. Accelya delivers business-critical financial, commercial, cargo, analytics and industry solutions to over 400 airlines, travel agents and shippers in over 150 countries.
Accelya was founded in 1976 and is based in Barcelona, Spain.
Vista Equity Perennial Fund made an equity investment in Accelya in December 2019. Learn more about the partnership here.
Farelogix is a leading provider of SaaS solutions for airline retailing and New Distribution Capability (NDC)-enabled commerce. The company’s flagship Airline Commerce Gateway is a technology platform comprised of fully integrated and optimized components for airline-controlled distribution, shopping, pricing, merchandising and retailing used by many of the world’s leading airlines.
Real estate performance management solutions to manage the real estate and facilities lifecycle, including site selection, lease administration and maintenance for stores, branches, corporate offices and educational facilities.
Since 1995, Accruent, LLC has helped real estate and facilities leaders deliver long-term, best-in-class, operational and financial performance through purpose-built industry suites that deliver greater customer value. Accruent’s six product brands, Accruent, FAMIS, Siterra, 360Facility, Evoco and Expesite, are used by more than 1,000 leading organizations. These include nearly 45% of the Top 100 Retailers, 20% of the Fortune 500, 100 leading universities, all of the Top 5 Wireless Carriers and leading service providers managing more than 1.5 billion square feet of property.
Accruent is headquartered in Austin, TX, and has offices in Santa Monica, CA, Evanston, IL, Calgary, AB, Canada, and Columbus, OH.
Vista Foundation Fund I completed a buyout of Accruent in December 2009.
TA Associates purchased a majority interest in the Company in November 2013. Genstar Capital acquired the Company from TA Associates and Vista in May 2016.
Mainspring Health, 2016
Mainspring Healthcare Solutions is a leading provider of software and technology solutions to support services departments in U.S. hospitals. In addition to its computerized maintenance management solution, Mainspring offers technology to address operational challenges across the hospital. Mainspring, which has served the healthcare market for nearly 25 years, will extend Accruent’s suite of purpose-built healthcare solutions into hospital service departments to drive efficiencies in operations.
Accruent acquired Mainspring Healthcare Solutions in April 2016.
VFA, Inc., 2014
VFA, based in Boston, MA, is the leading provider of end-to-end solutions for facilities capital planning and asset management. VFA’s cloud software solutions and consulting services enable customers to assess their real estate portfolios, allocate capital and make better decisions to support their organizations’ mission and strategy. VFA serves over 600 government, education, healthcare and corporate customers from its offices in the United States, Canada and the United Kingdom.
Accruent acquired VFA in November 2014.
Four Rivers, 2014
Four Rivers Software Systems, Inc., based in Pittsburgh, PA, is a leading provider of maintenance management software and computer-aided facilities management solutions for the healthcare industry. Founded in 1990, Four Rivers Software serves more than 2,100 facilities, including many world-renowned hospitals and enables increased productivity and profitability through the Company’s experience in understanding and meeting healthcare-specific challenges.
Accruent acquired Four Rivers in August 2014.
SiteFM, headquartered in Austin, TX, enables healthcare facilities to manage the environment of care with solutions that increase productivity and reduce the burden of regulatory compliance. SiteFM’s work order, space/life safety drawing management and asset monitoring/tracking applications result in unprecedented utilization of assets and resources. SiteFM enables managers at more than 400 healthcare facilities to take control of their maintenance and operations, and prepare for facility audits and inspections.
Accruent acquired SiteFM in August 2014
A Software as a Service company, Expesite provides a collaborative software platform for real estate development, construction and facilities management through its suite of Vision products. Since 1999, Expesite has helped clients maximize the productivity of real estate assets, efficiently manage projects and cost-effectively maintain facilities. Headquartered in Columbus, OH, Expesite maintains global offices and serves some of the largest retailers, chain restaurants, financial institutions, educational facilities, healthcare facilities and government agencies in the world.
Accruent acquired Expesite in January 2013.
Established in 1999, Evoco enables multi-location businesses to manage their design and construction programs with construction project management software. Evoco’s collaborative, cloud-based suite integrates with leading enterprise systems to streamline and automate business processes including construction bidding, change order management, document management, invoicing, and construction and facility inspections, such as SWPPP and Facility Condition Assessments.
Accruent acquired Evoco in December 2012.
360Facility is a leading SaaS-based facilities management solution company with a large and diverse customer base, highly-capable and easily-installed products, and a leadership position in important market segments. 360Facility solutions cover the full spectrum of facilities operations, including property management, maintenance and asset management, emergency preparedness and incident management. 360Facility has an impressive customer base, highly-capable and easily-installed products, and a leadership position in important market segments.
Accruent acquired 360Facility in December 2011.
Siterra provides SaaS software to assist companies in managing the life cycle of site-specific assets for companies with a large number of real estate sites or other operating assets (e.g., cell tower sites, retail stores, wind/solar farms or billboards). Siterra caters to Wireless, Corporate Real Estate, Retail and Renewable Energy clients.
Cloud-based, digital content management solutions.
Acquia is a leading provider of open source web content management and digital experience solutions for enterprise to mid-market level companies. The Company’s solutions are used to manage written content, images, data and experiences to help companies maintain a consistent online presence across all digital touchpoints. Built on the Drupal platform, Acquia’s software and services allow companies the ability to build, operate and optimize websites, apps and other digital channels.
Acquia was founded in 2007 and is based in Boston, MA, with operations worldwide.
Vista Equity Partners Fund VII completed an acquisition of Acquia in November 2019. Learn more about the partnership here.
Widen provides a digital asset management platform and associated solutions, designed to support the full lifecycle of content creation, marketing and branding workflows through a central content and product information library. More than 1 million marketers, content creators and technologists from over 700 global brands choose Widen to better connect with audiences.
Acquia acquired Widen in September 2021.
AgilOne is a leading provider of a Customer Data Platform, or CDP, which creates a single source of customer truth across disparate sources of online and offline data. Through machine learning and analytical algorithms, the Company’s software enhances customer data leveraged through real-time APIs to help brands build authentic omni-channel customer relationships. The AgilOne CDP supports more than 150 brands worldwide.
Activity and participant management solutions for event and activity organizers.
Active Network, LLC is a leading provider of activity and participant management solutions for event and activity organizers. The company’s ActiveWorks SaaS platform helps organizers automate the registration and administration process, and manage participant and activity information, while also driving consumer participation in customers’ events. The Active Network has ~46,000 customers and drives 92.7 million annual registrations in approximately 200,000 events and activities.
The Active Network is headquartered in Dallas, TX with operations worldwide.
Vista Equity Partners Fund IV and Vista Equity Partners Fund III completed a take-private of The Active Network in November 2013.
Global Payments acquired the communities and sports divisions of The ACTIVE Network in August 2017.
TeamPages is a leading provider of website software solutions for sports leagues, clubs, schools and teams. TeamPages delivers mobile-optimized, self-setup websites and registration capabilities to over 1,200 sports organizers in North America.
Active Network acquired TeamPages in April 2017.
Maximum Solutions, 2016
Maximum Solutions is a leading provider of software for the recreation industry with a focus on municipalities, sportsplexes and ice arenas. Maximum’s solutions enable facilities and league scheduling, activity registration, membership management and point of sale functionality.
Active Network acquired Maximum Solutions in December 2016.
JumpForward connects into the athletic departments of 250+ NCAA colleges and serves as their ERP management system for facilities reservations, schedule planning, athletic donations and ticketing. JumpForward is used by 55 percent of Division I collegiate sports programs for its strength in compliance, recruiting, and business office solutions to ensure athletic departments are following NCAA rules.
Active Network acquired JumpForward in May 2016.
Virtual Event Bags, 2015
Virtual Event Bags is the leading virtual event bag platform created to help event organizers more effectively connect their event sponsors with their participants. Virtual Event Bags creates electronic event gift bags which include discount offers, sponsor deals, marketing materials from sponsors and event information for sporting event participants.
Active Network acquired Virtual Event Bags in December 2015.
IPICO Sports, 2015
IPICO is a leading, global provider of race timing technology that supports thousands of events, collecting millions of individual results in over 50 countries. IPICO’s dual frequency timing system is well known for its industry leading accuracy and is used by some of the world’s largest and most iconic events.
Active Network acquired IPICO Sports in February 2015.
Business management application for law firms and professional services organizations to efficiently manage operations, attract and retain clients, and maximize profitability.
Aderant Holdings, Inc. is a leading provider of business management applications for law firms and professional services organizations to efficiently manage operations, attract and retain clients, and maximize profitability. The company provides a suite of front and back-office applications which automate financial management, time and billing, business development, practice management, business intelligence and performance management functions.
Aderant has over 550 customers, and its solutions are used by more than 100,000 professionals globally. Approximately 90% of the company’s users are from the legal industry (law firms), with the balance coming from the accounting and consulting industries.
Founded in 1978, Aderant is headquartered in Atlanta, GA, and has significant operations in Florida, New Zealand, Canada, Australia and the U.K.
Vista Equity Partners Fund III completed a buyout of Aderant in October 2008.
Madison Dearborn Partners acquired Aderantin December 2014.
Redwood Analytics, 2014
Redwood Analytics, a former division of LexisNexis, provides leading business performance analytics software and related consulting services for law firms. Redwood Analytics helps law firms track and understand key business metrics such as overall profitability, client health and other drivers of value.
Aderant acquired Redwood Analytics in May 2014.
Omega Legal Systems, 2012
Omega Legal Systems provides mid- to large-size law firms an integrated financial and practice management software suite. Since 1975, Omega has been solving critical business issues for law firms, improving their profitability, productivity and efficiency.
Aderant acquired Omega Legal Systems in April 2012.
ATG provides complete digital imaging solutions for law and professional services firms. The ExpertImage product enables firms to deploy a customized solution using a variety of predefined templates such as bills, prebills, AP invoices, cash receipts and reports. ExpertImage can function as an independent solution or integrate seamlessly with existing management systems such as Aderant Expert.
Aderant acquired Applied Technology Group in March 2012.
Rainmaker Software develops financial and practice management software for mid to large sized law firms.
Aderant acquired Rainmaker Software in October 2011.
Client Profiles provides case and financial management software to the SMB law firm market. The Company’s fully-integrated solution helps over 900 law firms manage their day-to-day workflows by managing case materials and automating the firms’ back office billing and accounting functions.
Aderant acquired Client Profiles in August 2011.
CompuLaw provides court rules sets and docket management software to manage calendars for law firms of all sizes. The Company’s database of over 2,000 rules sets has been developed over the course of 30 years and addresses 98% of all litigation in the United States.
Aderant acquired CompuLaw in August 2011.
CRM4Legal provides a complete marketing, business development and client care solution designed specifically for the legal market. The Company’s CRM software is deployed at firms of all sizes, worldwide.
Aderant acquired CRM4Legal in August 2011.
StarLaw provides legal firms and professionals with a unified, powerful, easy-to-use system that streamlines matter management, meets work-product and regulatory requirements, and integrates with existing technology platforms and applications. It offers the StarLaw product suite, which includes document, records and email management.
Healthcare, ERP, and other business solutions and services for the public and private sectors in the U.K.
Advanced is a leading provider of healthcare, enterprise, and other business solutions and services to the public and private sectors in the U.K. The Company’s healthcare portfolio includes patient care management and clinical software solutions, while its enterprise suite includes financial management, HR, payroll, CRM and document management solutions. Other focused business solutions include ticketing, fundraising and legal practice management. All solutions are supported by the Company’s internal hosting and managed services offerings. The Company’s broad solution set serves NHS organizations, private care providers, various local authorities, not-for-profit organizations, law firms, and other public and private sector clients. With over 16,000 customers, Advanced is the third-largest provider of software and managed services to the U.K.
Advanced has over 2,000 employees and is headquartered in Slough, U.K., with operations worldwide.
Vista Equity Partners Fund V completed a take-private of Advanced in March 2015. BC Partners acquired Advanced in October 2019. Vista Equity Partners Fund VII completed a new equity investment in the Company in October 2019.
Decision Time is a governance, risk management and compliance software provider. The Company’s integrated cloud software eliminates the need for separate board portals, risk registers and objectives, and key results software. Decision Time enables customers in public, private and non-profit sectors to practice good governance, manage risk and achieve strategic objectives.
Advanced acquired Decision Time in June 2022.
Pellcomp provides market-leading case management system and learning management system software to 500 training and employability providers in the U.K. Pellcomp’s PICS platform supports end-to-end onboarding, employer engagement, administration, learning program delivery and case management for employability contracts.
Advanced acquired Pellcomp in June 2022.
Portt is an Australian-based provider of workflow management solutions. The Company enables commercial teams in the public sector to streamline compliance, governance and performance management across their suppliers, contracts and procurement activities. Portt’s solutions have been deployed across all levels of government to improve capabilities and create high-performing commercial teams that mitigate third-party risk, ensure compliance, deliver best value outcomes and operate with socially responsible supply chains.
Advanced acquired Portt in March 2022.
CloudTrade is a market leader in document automation, providing e-invoicing, e-order and complex data capture services. Over 650 customers around the world trust CloudTrade to process millions of complex documents every month with patented automatic data-capture technology.
Advanced acquired CloudTrade in October 2021.
Isosec is a market leader in authentication and identity management for the National Health Service (NHS). More than 120 NHS Trusts and organizations use Isosec’s software to improve efficiency through rapid and secure authentication.
Advanced acquired Isosec in September 2021.
Smart Apprentices, 2021
Smart Apprentices is a market leader in apprenticeship learning technology. The Company's recruitment and management solutions help organizations handle the administration and operation of apprenticeships.
Advanced acquired Smart Apprentices in May 2021.
bksb is a leading EdTech platform, providing cloud-based assessment tools to improve English, math and information communication technology skills. Thousands of education providers and millions of learners around the world rely on the Company’s skills solutions.
Advanced acquired bksb in April 2021.
Certainty the National Will Register, 2021
Certainty the National Will Register is the U.K.’s only organized tool that allows professionals and citizens to register and search for wills. This tool serves a key role in the U.K. probate market and is used by legal professionals, PI insurers, government agencies, charities and the public.
Advanced acquired Certainty the National Will Register in February 2021.
Clear Review, 2020
Clear Review is a provider of Software-as-a-Service people performance management and engagement software. The software is used by managers and employees at 300 mid-market and large companies globally.
Advanced acquired Clear Review in October 2020.
Mitrefinch is a global provider of workforce management solutions, including integrated time and attendance, payroll, HR, and access control software. Mitrefinch helps more than 4,400 customers in over 80 countries to increase productivity and profitability, and manage their workforce effectively, solving the complexities of managing time and people.
Advanced acquired Mitrefinch in October 2020.
Tikit is a top provider of practice and case management software for legal and professional service organizations, offering a connected environment comprised of proprietary software and partner applications to help customers unlock business potential. The Company focuses its solutions around four key offerings including practice and case management, time and billing, document lifecycle, and marketing and business development.
Advanced acquired Tikit in March 2020.
CareWorks is a leading provider of cloud-based case management software for health and social care organizations in the U.S., U.K. and Ireland. The Company’s solutions comprise a single shared information system for community nurses, mental health, social workers and therapists to record the care they provide while allowing other venues of care to access these essential electronic care records. CareWorks is used by over 50,000 professionals and clinicians and more than three million citizens worldwide.
Advanced acquired CareWorks in November 2019.
Modern Systems, 2019
Modern Systems is a leading provider of legacy mainframe and application modernization, enabling the migration of legacy workloads to modern development languages and operating environments. The Company has completed more than 200 modernization projects worldwide and processed 1.5 billion lines of code in the past 30 years, delivering solutions that are scalable, cost-effective and fully managed.
Advanced acquired Modern Systems in July 2019.
Kirona is a leading provider of Field Services Management (FSM) software that automates scheduling, reduces manual workflows and improves efficiency. The Company’s platform delivers increased productivity and reduces costs by providing a comprehensive suite of FSM software for organizations across a variety of industries in the public and private markets.
Advanced acquired Kirona in April 2019.
Oyez Professional Services, 2019
Oyez Professional Services is a leading provider of legal forms software and services. The Company’s platform facilitates the efficient and compliant completion of legal documents through its forms workflow software. Oyez Professional Services also streamlines the digital submission of data, dictation and transcription services, and professional document reproduction.
Advanced acquired Oyez Professional Services in March 2019.
Docman is a cloud-based software platform that allows healthcare organizations to digitally manage clinical content. The Company is a leading supplier of electronic document management, workflow and transfer software for primary, secondary and social healthcare organizations. Docman maintains records for over 40,000,000 patients and helps manage over 3,000,000 items of patient correspondence each week.
Advanced acquired Docman in June 2018.
Information Balance, 2018
Information Balance is a provider of application portfolio management solutions that help companies visualize and migrate legacy technology to modern platforms. The Company’s clients include leading financial services, insurance, telecommunications and retail organizations.
Advanced acquired Information Balance in March 2018.
Science Warehouse, 2018
Science Warehouse provides a spend management and e-Marketplace platform that streamlines procurement and enables organizations to identify cost savings opportunities for greater operating efficiency. The Company provides access to an online catalog of products and services tailored for the customer, including e-procurement, catalog management, e-invoicing and spend analysis. Science Warehouse’s customers span across commercial, government, higher education, NHS and social housing industries.
Advanced acquired Science Warehouse in March 2018.
Hudman Solutions, 2017
Hudman Solutions provides a SaaS-based ERP solution for middle-market companies in the U.K. The Company offers financial planning and management solutions with an advanced supply chain and materials planning system that allows businesses to identify significant cost savings while also streamlining business operations.
Advanced acquired Hudman Solutions in July 2017.
Andrew Hicks, Advanced: The Support to Be Fearless
SaaS-based technology solutions for the financial advice and planning industry.
Advicent Solutions is the leading provider of SaaS-based technology solutions for the financial advice and planning industry. The Company’s products include web-enabled marketing communications, needs assessment and financial planning tools, and are used by more than 250,000 financial professionals across more than 2,700 customers. Small and medium-sized businesses and some of the world’s largest financial institutions trustAdvicent’s productsto help grow their business.
Advicent is headquartered in Milwaukee, WI.
Vista Equity Partners Fund III completed a buyout of Emerging Information Systems Inc. (“EISI”) in November 2011 and rebranded the Company Advicent.
InvestCloud acquired Advicent in May 2021.
Founded in 1996 and headquartered in Rotterdam, Figlo is the leading provider of financial planning software in the Netherlands, serving financial advisors, major banks and financial service providers. More than 750 companies use Figlo’s software to empower the financial futures of over 2 million of their clients.
Advicent Solutions acquired Figlo in September 2014.
Strategic data and analytics solutions for agricultural, crop protection and animal health manufacturers.
AGDATA, Inc. is a leading provider of strategic data and analytical solutions to the world’s largest agricultural, crop protection and animal health manufacturers. Its solutions allow the world’s leading input manufacturers and trait providers to analyze complex sales data and trends, and develop and maintain marketing and seed rebate programs. The Company also offers a suite of SaaS-based solutions that allow growers to self-verify their industry profile and also allows retailers to review, report and manage transactions and licenses for growers. AGDATA connects with approximately 8,000 retail locations in the United States and Canada and receives, analyzes and reconciles more than 35 million transactions annually.
AGDATA was founded in 1985 and is headquartered in Charlotte, NC.
Vista Foundation Fund II made an equity investment in AGDATA in July 2014.
Levine Leichtman Capital Partners acquired AGDATA in September 2022.
Focus Technology Group, 2016
Focus Technology Group is a leading provider of database management and data warehousing solutions for the agriculture and animal health industries. FTG’s solutions include supply chain data, marketing and sales force automation, analytics, reporting, supply chain activation, customer loyalty and incentive management.
AGDATA acquired Focus Technology Group in March 2016.
Peppers & Rogers Group, 2015
Peppers & Rogers Group provides services to key agricultural clients in South America, particularly in Brazil. PRG’s areas of focus include customer segmentation, field sales force effectiveness, master data management, planning and forecasting, business intelligence and analysis, and data collection solutions.
AGDATA acquired Peppers & Rogers Group in March 2015.
Leading provider of consumer-directed healthcare software solutions.
Alegeus is a SaaS platform for the management of consumer-directed healthcare benefit accounts including FSAs, HSAs, HRAs, wellness incentives, dependent care and commuter accounts. The Company’s platform helps consumers maximize savings and optimize spending for their healthcare accounts through debit cards and other engagement solutions. Alegeus has over 300 clients including health insurance plans and third-party administrators who manage benefit accounts for more than 30 million members and process more than $9.1 billion in consumer healthcare payments annually.
Alegeus was founded in 2012 and is based in Waltham, MA, with operations in Orlando, FL, and Milwaukee, WI.
Vista Equity Partners Fund VI acquired Alegeus in September 2018.
Cloud-based provider of emergency communications and threat intelligence solutions.
AlertMedia is a leading provider of emergency mass notification and threat intelligence software. AlertMedia offers businesses and organizations a modern two-way emergency communication software solution with fully integrated threat warnings and employee safety monitoring. The Company’s solutions allow organizations to quickly communicate with employees and other stakeholders across multiple channels to notify them about emergencies or crisis situations. AlertMedia supports critical communications for thousands of organizations in more than 130 countries.
AlertMedia was founded in 2013 and is based in Austin, TX.
Vista Foundation Fund IV acquired AlertMedia in April 2021.
Workforce optimization and compliance software for the healthcare industry.
Allocate Software is a leading international provider of workforce solutions to the healthcare, defense and maritime sectors. With over 800 customers and one million staff rostered daily, Allocate serves the largest public and private institutions around the world by supporting the operational and administrative needs of professionals across all healthcare settings. Allocate’s best-in-class solutions enable the delivery of safe and effective care at optimal cost by helping healthcare organizations have the right people in the right place at the right time.
Allocate Software was founded in 1991 and is based in Richmond, U.K., with offices worldwide.
Vista Foundation Fund III acquired Allocate Software in May 2018.
RLDatix acquired Allocate Software in September 2021.
Selenity is a cloud-based provider of HR and finance process management software to healthcare, public sector and commercial customers in the UK. Selenity’s cloud-based technologies reduce costs, increase efficiency and ensure compliance to HR, finance and legal departments.
Allocate acquired Selenity in October 2020.
Enterprise Study, 2019
Enterprise Study is a provider of cloud-based learning management systems and an online training marketplace for U.K. care providers and other customers in skilled, regulated and safety-focused industries. The Company has worked with NHS organizations for over 10 years and helps its customers address the common challenges of building and retaining specialized workforces.
Allocate Software acquired Enterprise Study in September 2019.
247 Time, 2018
247 Time is a leading supplier of cloud-based contingent healthcare workforce software. The Company provides vendor management, payroll and direct engagement technology to healthcare and enterprise sectors.
Allocate Software acquired 247 Time in December 2018.
Wambiz provides private and controlled social networking platforms that deliver customer-critical content primarily to the healthcare sector. The Company’s platform engages users by improving communication, collaboration and productivity for institutions and their employees.
Adaptable software for alternative investment management.
Allvue Systems is a leading provider of investment management solutions for fund managers, investors and administrators in the alternative investments industry. The Company’s software optimizes decision making and streamlines processes to meet the needs of investors across private equity, venture capital, private debt, structured credit and other alternative asset classes. Allvue serves customers managing over $2.5 trillion in assets on its platform.
Allvue was created in 2019 through the combination of Black Mountain Systems and AltaReturn. Allvue is based in Miami, FL, with locations throughout North America, Europe and Asia.
Vista Equity Partners Fund VII acquired Black Mountain Systems in July 2019 and subsequently merged Black Mountain Systems with AltaReturn, a leading provider of solutions for private capital fund managers, administrators and family offices, when AltaReturn was acquired in September 2019. The Company rebranded under the name Allvue Systems in September 2019.
SaaS-based platform that helps clients optimize the quality and end-user experience on desktop, mobile and device apps.
Applause is a leading provider of customer-driven digital testing and user feedback software for digital experiences across Web, mobile and IoT. The Company’s technology platform and managed global community of over 300,000 on-demand DX experts deliver authentic, real-world human input at every phase of software development. Applause provides insight into market requirements, user feedback and software quality for the world’s leading digital brands at every customer touchpoint.
Applause was founded in 2007 and is headquartered in Framingham, MA, with operations worldwide.
Vista Equity Partners Fund VI acquired Applause in September 2017.
Automation solutions for the property and casualty insurance industry.
Applied Systems, Inc. was the leading provider of automation solutions for the property and casualty insurance industry. Since 1983, the Company had developed software for independent insurance agents, brokers, managing general agents and insurance companies, as well as banks and other financial institutions with insurance operations. Nearly 120,000 users comprising 10,000 agencies conducted business using Applied Systems’ agency management systems, and related products and services. Nearly 300 of the largest brokers and other financial institutions with insurance operations used Applied Systems products to automate their affiliated insurance agencies.
Applied Systems led the industry in agency/carrier real-time and batch communication solutions. The Company’s software products were used in approximately 50 percent of interface transactions based upon ACORD standards. Applied Systems automated insurance transactions at every distribution level from consumer through carrier, also providing technical support and professional services to maximize customers’ return on investment.
The Company was headquartered in University Park, IL, with operations in Canada.
Vista Equity Fund II completed a management buyout of Applied Systems in September of 2004.
Bain Capital acquired Applied Systems in September2006.
Leading provider of technology business management solutions for large enterprises, mid-market customers and the public sector.
Apptio develops SaaS solutions that enable businesses to assess and communicate the cost of IT services for planning, budgeting and forecasting. The Company’s cloud-based applications allow IT leaders to manage, plan and optimize technology investments across on-premises and cloud. With Apptio, IT leaders become strategic partners and are able to better demonstrate the value of IT investments to accelerate innovation and shift technology investments to focus on digital innovation.
Apptio was founded in 2007 and is based in Bellevue, WA.
Vista Equity Partners Fund VI completed a take-private of Apptio in January 2019. Learn more about the partnership here.
IBM acquired Apptio in August 2023.
Cloudwiry is a leading provider of multi-cloud savings automation services. Cloudwiry’s solution automates cloud commitment management and optimization on behalf of its enterprise customers, maximizing savings, reducing risk and increasing flexibility.
Apptio acquired Cloudwiry in December 2022.
Targetprocess is a leading provider of Agile portfolio and work management software solutions to enterprises. The company’s product suite enables program and portfolio-level Agile management across the IT organization, helping enterprise IT departments to connect the cost of IT to their digital and agile transformation work. Targetprocess serves over 800 customers globally.
Apptio acquired TargetProcess in February 2021.
7Park Data, 2021
7Park Data provides data products and analytics software powered by machine learning to transform raw data into meaningful insight and inform key client decisions. 7Park Data’s natural language processing and other algorithms automate the complex tasks of entity recognition and resolution, creating organized inputs to develop predictive models. The Company’s data products provide leading performance indicators derived from multiple sources including consumer spending, business spending, mobile app engagement and downloads, web traffic, shipping and more. 7Park Data was founded in 2012 and is based in New York, NY.
Vista Equity Partners Fund VI acquired 7Park Data in December 2018. 7Park Data was merged into Apptio in January 2020.
SaaSLicense is a leading SaaS usage and spend optimization platform that connects customers’ single sign-on, financial and SaaS systems and automatically detects all software usage and spend across an organization, helping customers reduce their SaaS costs while increasing visibility, forecasting and compliance.
Apptio acquired SaaSLicense in October 2020.
Cloudability is a leading provider of Cloud Cost Management solutions for large-enterprises, mid-market customers and the public sector, helping customers predict and optimize cloud spend across all major providers. The Company allows enterprises the ability to analyze, allocate and control cloud costs while right-sizing and optimizing the deployment of their cloud infrastructure. Cloudability serves hundreds of customers around the globe and manages billions of dollars in enterprise cloud spending across AWS, Microsoft Azure and Google Cloud.
Industry-specific software applications to enhance processes and help businesses manage their resources, supply chain, employees and customer relationships.
Aptean, Inc. is a leading global provider of mission critical, vertical-market enterprise resourcing planning software designed for the manufacturing end-market. The Company supports over 2,500 global clients by providing financial management and accounting, inventory management, sales and pricing, supply chain and PLM, and quality management solutions.
Aptean has over 1,000 employees and is headquartered in Alpharetta, GA, with operations worldwide.
Vista Equity Partners Fund IV completed a buyout of CDC Software in April 2012 and subsequently acquired Consona in August 2012 and combined the two businesses to form Aptean.
In April 2019, Aptean received a joint investment from Vista Foundation Fund III and TA Associates.
In March 2023, Vista fully exited its stake in Aptean following a strategic investment from Insight Partners and existing investor TA Associates.
Merlin Business Software, 2022
Merlin Business Software is an enterprise resource planning (ERP) solution for wholesalers and distributors in the industrial supply, building supply, and food and beverage industries. With over 40 configurable modules, the ERP solution provides start-to-finish process functionality for businesses to help lower costs and increase efficiency.
Aptean acquired Merlin in October 2022.
Produce Pro, 2022
Produce Pro is an all-in-one ERP software providing innovative business and technology solutions to fresh produce businesses and the perishables industry. The Company provides an end-to-end solution that includes purchasing, manufacturing, inventory management, routing and logistics, accounting, e-commerce, EDI, document imaging, analytics and warehouse management for food producers and distributors.
Aptean acquired Produce Pro in July 2022.
JET ERP, 2022
JET ERP is a leading developer of ERP and business management solutions in Austria. The Company's portfolio includes its modular, highly integrated cross-process software for document management and business intelligence applications encompassing financial accounting, controlling, purchase, transport, planning and warehouse management.
Aptean acquired JET ERP in January 2022.
Systems Integration (Trading) Limited, 2021
Systems Integration (Trading) Limited (“SI”) is the leading provider of integrated enterprise resource planning (“ERP”) and manufacturing execution system (“MES”) solutions to the UK food processing industry. SI’s fully integrated and modular food planning, ERP, MES and specialist sector software solutions are designed for the food production and processing industry, particularly perishable food and protein processing. SI serves more than 150 food processors worldwide and has long-term partnerships with leading food manufacturers across the UK, Republic of Ireland, U.S. and Canada.
Aptean acquired SI in December 2021.
Objective Holding, 2021
Objective Holding is a leading Manufacturing Execution System and Warehouse Management System provider for process and discrete manufacturing industries across the Benelux region of Europe. The Company's gate-to-gate software solutions are a reliable link in the production and logistics supply chain of production companies and help mid-market process and discrete manufacturers manage and optimize their production and supply chain operations.
Aptean acquired Objective Holding in November 2021.
Ramsauer & Strümer, 2021
Ramsauer & Strümer is a leading Austrian resource planning solutions provider for mid-sized companies across various industries, from construction and service providers to food and beverage. Over 400 global companies rely on the Company’s rs2 business software to streamline their operations.
Aptean acquired Ramsauer & Strümer in September 2021.
Exenta is a leading provider of enterprise resource planning, product lifecycle management, innovation lifecycle management and shop floor control solutions. The Company combines scalable, intuitive technology with deep domain expertise in design, sourcing, production and distribution. Exenta serves more than 41,000 users in 15 countries worldwide.
Aptean acquired Exenta in August 2021.
V-Technologies is a leading provider of integrated shipping software solutions. The Company links ERP, accounting and business applications and the warehouse for enhanced shipment processing and front office visibility. Over 4,000 companies use V-Technologies’ solutions to automate their shipping and front office functions.
Aptean acquired V-Technologies in July 2021.
Modula is a leading provider of Enterprise Resource Planning (ERP) and Manufacturing Execution Systems (MES) solutions for the German-speaking manufacturing market. Modula’s tailored software solutions deliver the advantages of digital transformation to mid-market companies in the manufacturing industry.
Aptean acquired Modula in December 2020.
Lascom is a leading provider of product lifecycle management (PLM) solutions for the manufacturing sector, including companies in the food and beverage, personal care, cosmetics and retail industries. The Company’s cloud-native PLM software helps customers more efficiently and effectively manage product development and streamlines business processes to gain first-mover advantages by bringing offerings to the market more rapidly.
Aptean acquired Lascom in December 2020.
Open Systems Adaptable Solutions, 2020
Open Systems Adaptable Solutions (OSAS) is a leading provider of enterprise resource planning (ERP) software solutions serving nearly 2,500 manufacturing, distribution and services customers across North America. OSAS’ solutions span industries including food and beverage, specialty chemicals, manufacturing, personal care, cosmetics and pharmaceuticals.
Aptean acquired OSAS in November 2020.
agiles is a leading provider of enterprise resource planning (ERP) software to the fresh food wholesale and trade industry in Germany, Austria and Switzerland. agiles’ vertically-focused platform delivers unique, industry-specific ERP functionality and process automation services to customers across the food and beverage sectors with both cloud-native and on-premise deployment options.
Aptean acquired agiles in September 2020.
Innovative Systems, 2020
Innovative Systems, LLC (“Innovative Systems”) is a leading provider of enterprise resource planning (ERP) software solutions and electronic data interchange (EDI) mapping and transaction support services to the apparel, footwear and accessories industries of North America. The Company’s product suite is designed to handle all aspects of a company’s operations, from supply chain to production to distribution.
Aptean acquired Innovative Systems in August 2020.
DIN Solutions, 2020
Based in the Netherlands, DIN Solutions is a full-service provider of specialized food and beverage enterprise resource planning (ERP) solutions for middle-market organizations in the Benelux region. Using industry-specific software on the Microsoft Dynamics 365 platform, the Company helps food and beverage companies streamline and process data with high efficiency, ensuring deeper transparency into the supply chain.
Aptean acquired DIN Solutions in June 2020.
WorkWise is a leading provider of enterprise resource planning (ERP) software solutions designed for discrete manufacturers and customer relationship management (CRM) software. The Company’s solutions give customers improved visibility into their processes to help integrate engineering activities, streamline operations and improve efficiencies.
Aptean acquired WorkWise in June 2020.
Paragon Software Systems, 2020
Paragon Software Systems is a leading provider of transportation management software solutions serving the food and beverage, distribution and retail industries. The Company helps customers reduce transportation costs by up to 20% through more efficient deployment of vehicles, routing and scheduling optimization, strategic planning and real-time management of transportation plans.
Aptean acquired Paragon Software Systems in February 2020.
Schouw Informatisering, 2019
Schouw Informatisering is a leading provider of enterprise resource planning solutions for food companies. The Company’s software provides comprehensive food-specific enterprise-wide solutions that support day-to-day business operations, generate data that ensures on-time delivery, create deeper transparency into the supply chain and provide greater visibility into market fluctuations.
Aptean acquired Schouw Informatisering in October 2019.
Linkfresh is a leading provider of enterprise resource planning solutions for the food industry. The Company’s platform delivers produce-specific inventory control and traceability solutions across the whole food supply chain, and helps balance supply and demand for the food supply chain in real-time.
Aptean acquired Linkfresh in October 2019.
Beck Consulting, 2019
Beck Consulting is a leading provider of enterprise resource planning solutions for the food industry. The Company’s software improves business processes and addresses real-world scenarios, allowing companies to attain compliance, achieve efficiency and remain current.
Aptean acquired Beck Consulting in September 2019.
Sanderson Group Plc, 2019
Sanderson Group Plc provides digital technology solutions, software and managed services to multi-channel retail, manufacturing, wholesale distribution and logistics businesses. The Company combines technology and expert market knowledge to help customers achieve rapid return on investment and drive business growth, profitability, efficiency and success.
Aptean acquired Sanderson Group Plc in September 2019.
OPTIWARE is a leading provider of overall equipment effectiveness and enterprise asset management solutions. The Company delivers productivity improvements and optimal utilization of production resources, supporting the transition of global enterprises towards Industry 4.0 and Smart Manufacturing.
Aptean acquired OPTIWARE in April 2019.
IndustryBuilt is a leading provider of industry-specific ERP solutions. The Company’s core product, JustFood, is a comprehensive ERP solution purpose-built for food and beverage manufacturers and distributors. IndustryBuilt also offers EquipSoft, an ERP solution for equipment dealerships that helps optimize rentals, service, sales, parts and fleet management activities.
Aptean acquired IndustryBuilt in March 2018.
TheySay is a leading text analytics platform that uses advanced computational linguistics and deep learning to help its customers effectively monitor, manage and optimize their reputations and businesses. The company provides advanced text analytics and emotional artificial intelligence software solutions that analyze data from multiple sources and rapidly interpret them to reveal a business’ emotional footprint, including a consolidated view of opinions, moods and intents expressed by their customers and key audiences.
Aptean acquired TheySay in January 2018.
FDM Software provides Records Management and Computer-Aided Dispatch software solutions for public safety agencies. FDM combines industry expertise and robust software development to meet the critical needs of emergency responders such as fire and EMS, enabling them to increase operational efficiencies and improve customer satisfaction. FDM has more than 450 installations serving hundreds of jurisdictions throughout North and South America.
Aptean acquired FDM Software in June 2017.
Apprise provides enterprise resource planning and supply chain management solutions for importers and distributors of consumer goods. Apprise helps customers to improve supply chain efficiencies through cloud -based and on-premise software solutions for financial management, CRM, distribution demand planning, and warehouse and transportation logistics management capabilities. The Company’s solutions are used by customers in manufacturing, trade and distribution to become more efficient and more profitable.
Aptean acquired Apprise in May 2017.
irms|360 Enterprise, 2017
irms|360 Enterprise, a former division of Upp Technology, is a leading provider of cloud-based warehouse, asset and emergency management software solutions for commercial, government and healthcare markets. irms|360’s supply chain solutions provide scalable workflow, inventory and employee management functionality alongside reporting and analytics to help optimize the operational efficiency of its customers’ complex warehousing and distribution efforts.
Aptean acquired irms|360 Enterprise in February 2017.
GQ Lifesciences, 2016
GQ provides SaaS-enabled software solutions which enable customers in the life sciences industry to perform patent and biological sequence searches. GQ Life Sciences’ flagship product, GenomeQuest, provides researchers with the ability to search for biological sequences across 750k worldwide patents and over 330m sequences. GQ Life Sciences has built a strong reputation in the Life Sciences industry, now serving all top ten pharmaceutical companies, all five top agrochemical and seed companies, biotech companies, law firms, diagnostic labs and patent offices around the world.
Aptean acquired GQ Lifesciences in October 2016.
Government and Enterprise Management Solutions, 2016
Government and Enterprise Management Solutions (“GEMS”) is a leading provider of public sector-focused software in Canada and the United States. Through its eight individual business units, the GEMS group of businesses serve over 2,000 customers and provide market-leading software including financial ERPs, revenue management systems, citizen portals, tax and utility billing systems, and enterprise asset management solutions.
Aptean acquired Government and Enterprise Management Solutions in August 2016.
Advanced Public Safety, 2016
Advanced Public Safety Inc., a former business of Trimble, provides software solutions that increase safety and productivity for law enforcement and public safety agencies across the United States. APS provides automated mobile solutions to public safety agencies to address the administrative challenges of issuing traffic citations and crash/accident reports.
Aptean acquired Advanced Public Safety in June 2016.
AssetPoint is the leading provider of Computerized Maintenance Management Software/Enterprise Asset Management (CMMS/EAM) solutions. AssetPoint’s CMMS/EAM solution, TabWare, is utilized by organizations of all sizes and in many industries, including Oil and Gas, Discrete and Process Manufacturing, Food and Beverage, Chemicals and Metal Processing.
Aptean acquired AssetPoint in December 2015.
Computron is the leading supplier of accounting and finance enterprise resource planning software to mid-market and multi-national organizations. Computron’s flexible software enables its global customers to manage a wide variety of mission-critical business and financial processes, including revenue management, business performance management, budgeting, forecasting and financial reporting.
Aptean acquired Computron in December 2015.
Medworxx Solutions, 2015
Medworxx is a leading provider of clinical patient flow, compliance and education solutions to more than 350 hospitals internationally, including Canada, France, the United States and the United Kingdom. Medworxx’s flagship product, Patient Flow, focuses on helping hospitals meet bed utilization challenges, by providing a standardized, evidenced-based clinical criteria solution to improve patient experience while reducing wait times and length of stay.
Aptean acquired Medworxx in October 2015.
CoreTrac, Inc. is a leading provider of integrated customer relationship management (CRM) and automated sales tracking solutions designed specifically for banks and credit unions in the United States. CoreTrac’s CRM solution is used nationally by banks and credit unions of all sizes to elevate sales and services performance, while also enhancing growth within the communities they serve.
Aptean acquired CoreTrac in October 2015.
Vision Information Logistics, 2015
Vision software solutions provide cloud-based Supply Chain Inventory Management and Business Intelligence solutions for Fortune 100 clients in home entertainment, electronics and publishing. Vision solutions capture and manage inventory data for more than 100 retailers and 47,000 stores in 18 countries. The solutions provide inventory visibility and demand planning to manufacturers and retailers, enabling them to respond quickly and bridge the gap between retail supply and demand to increase profitability.
Aptean acquired Vision Information Logistics in June 2015.
Verdiem is a leader in energy management software for IT devices. Verdiem’s technology has helped more than 750 organizations reduce their carbon footprint by increasing energy efficiency for more than 2.5 million devices. Verdiem’s proactive power management for PCs, Macs, and network and print devices reduces energy consumption by up to 60 percent and has helped save customers more than $250 million.
Aptean acquired Verdiem in January 2015.
Consona Corporation, 2012
Consona provides vertically-focused technology and services across the following software application categories: ERP, CRM, knowledge management, eService, network management and product configuration. Companies of all sizes, ranging from small businesses to Global 2000 enterprises, and across industries, including manufacturing, distribution, high–tech, help desks and telecommunications use Consona’s software and services.
CDC Software merged with Consona in August 2012 and the combined entity operates under the name “Aptean.”
Vista Equity Partners Exits Aptean
We were pleased to announce the sale of our stake in Aptean. Through [...]
SaaS solutions for utility and critical infrastructure resource management.
ARCOS is a leading provider of SaaS solutions for managing resources, ensuring accurate, compliant shift scheduling and automatically planning for all types of events. The ARCOS solution reports on the up-to-the-minute location and status of equipment and crews via mobile technology for utilities and other critical infrastructure like airlines, manufacturers and industrial facilities.
ARCOS was founded in 2005 and is based in Columbus, OH.
Vista Foundation Fund IV acquired ARCOS in April 2021.
Treverity is an analytics and collaboration solutions platform for utility operations. Treverity’s all-in-one user interface connects employees with operations software in an accessible and timely manner, aggregating systems analytics that empower users to make informed decisions and solve challenging problems across blue- and gray-sky operations.
Contact center software solutions and services that enable businesses to manage and optimize customer communications.
Aspect Communications Corporation was a leading provider of contact center software solutions and services that enable businesses to manage and optimize customer communications. Aspect’s global customer base included more than two-thirds of the Fortune 50 and leading corporations in a range of industries, including transportation, financial services, insurance, telecommunications, retail and outsourcing, as well as large government agencies.
Aspect’s leadership in business communications solutions was based on two decades of experience and over 8,000 implementations deployed worldwide. The Company was headquartered in San Jose, CA, with offices around the world.
Vista Equity Fund II invested $50 million in Aspect in January of 2003 in exchange for convertible preferred stock representing an approximately 30% stake in the Company.
Concerto SoftwareacquiredAspectin September of 2005 for $11.60 per share, with a transaction value of approximately $1.0 billion.
Cloud-based software for campground management, hunting and fishing licensing, and recreational vehicle licensing.
Aspira is a leading provider of cloud-based reservation and licensing technologies to public and private campgrounds as well as federal, state, provincial and government park and conservation agencies, conveniently connecting them with outdoor adventure seekers from around the world. Aspira also manages ReserveAmerica®, the leading online marketplace for outdoor recreation activities, which guides more than 17 million annual unique visitors in discovering, booking and navigating park and campground destinations.
Aspira is based in Dallas, TX, with operations worldwide.
Vista Equity Partners Fund IV and Vista Equity Partners Fund III acquired The ACTIVE Network in November 2013. Global Payments acquired the Communities and Sports divisions of The ACTIVE Network from Vista in August 2017. The remaining Outdoors division of The ACTIVE Network was retained by Vista and subsequently rebranded “Aspira.”
Alpine Investors acquired Aspira in April 2021.
Mission Management, 2018
Mission Management is a leading provider of property management, reservation and registration software for private RV parks and campgrounds across North America. The Company’s products provide integrated online bookings and allow campgrounds to manage front desk operations, housekeeping and camp store sales.
Aspira acquired Mission Management in November 2018.
Steve Wade, Aspira: Pushing the Boundaries of Success
Supply chain compliance and sustainability management solutions.
Assent Compliance is a leader in supply chain compliance and sustainability management, dedicated to helping complex manufacturers bring responsible products to the world. Shaped by regulatory experts and customers, Assent provides the missing foundation for cross-enterprise sustainability and helps customers ensure all products are in compliance with global regulatory standards. The Company reveals what’s hidden, validates what’s good and helps eliminate unwanted surprises so the world’s forward-thinking complex manufacturing companies can thrive today and in the future.
Assent was founded in 2010 and is based in Ottawa, Canada.
Vista Foundation Fund IV made a minority investment in Assent in December 2021.
SaaS solution for indirect tax compliance to streamline registration, calculations and returns.
Avalara is a leading SaaS provider of tax automation solutions for businesses of all sizes. With over 1,200 signed partner integrations and over 3,500 resellers, software integrators and accountant partners, Avalara’s cloud-based compliance tools streamline sales and use tax registrations, calculations and returns to ensure accuracy and compliance. More than 30,000 small, midsize and enterprise organizations trust Avalara’s scalable software to grow alongside their business.
Avalara was founded in 2004 and is based in Seattle, WA.
Vista Equity Partners Funds VII and VIII completed a take-private of Avalara in October 2022.
Integrated software for environment, health and safety (EHS), and ESG reporting and management.
Benchmark Gensuite provides cloud-based solutions for environmental, health and safety, sustainability, and ESG reporting and management. In one unified platform, Benchmark Gensuite applies embedded AI, integrated analytics and mobile technology to enable operational accountability and streamline business processes. Over 400 organizations spanning 35 industries, including approximately 20% of the Fortune 500, use Benchmark Gensuite to better manage their compliance, risk management and sustainability practices.
Benchmark Gensuite was incorporated in 2020 and is based in Mason, OH.
Vista Equity Endeavor Fund II made a minority investment in Benchmark Gensuite in April 2023.
Leading SaaS Management Platform provider for enterprise IT teams.
BetterCloud is the market leader for SaaS operations, enabling IT professionals to transform their employee experience, maximize operational efficiency and centralize data protection. With no-code automation enabling zero-touch workflows, BetterCloud’s SaaS management platform helps thousands of organizations like Block (formerly Square), Oscar Health and HelloFresh automate processes and policies across their cloud application portfolio. The BetterCloud platform features capabilities in three key areas of SaaS operations management: application insights, user lifecycle management and data protection.
BetterCloud was founded in 2011 and is based in New York, NY.
Vista Foundation Fund IV acquired BetterCloud in June 2022.
On-demand software solutions enabling enterprises to streamline their front-end selling processes and to better serve their customers and channel partners.
BigMachines, Inc. provides on-demand software solutions enabling enterprises to streamline their front-end selling processes and better serve their customers and channel partners. BigMachines Lean Front-End® (LFE) solution streamlines the inquiry-to-order process for new products and aftermarket parts and services. The primary modules of the LFE solution are Guided Selling which includes catalog, selection and product configurator; Commerce Processes which includes pricing, quoting, proposal generation, order management and customer service; Parts & Service; Reports & Analysis, Integration and Administration. BigMachines LFE platform has been architected and built for rapid, on-demand deployment through an intuitive web interface.
BigMachines LFE solution delivers a compelling value proposition to its customers and has been implemented by leading companies in a variety of industries including industrial, medical equipment and high-tech, among others. Customers range in size from Fortune 500 leaders to small and mid-sized growth enterprises.
The Company is headquartered in Deerfield, IL, with operations in Europe.
Vista Equity Fund II originally invested in BigMachines through transactions in January 2001 and August 2002. Subsequently, Vista Foundation Fund I led a recapitalization of BigMachines in December 2010 that allowed Vista to acquire majority ownership in the Company.
Industry-leading time tracking, billing and project management software.
BigTime Software is dedicated to developing practice management tools that help growing professional services firms track, manage and invoice their time. The Company’s award-winning industry-specific solutions are designed to speak the language of consultants in all fields, from accounting, engineering and architecture to IT services. BigTime is the project management software of choice for more than 2,000 professional firms, tracking over $4 billion of billable time each year.
BigTime Software was founded in 2002 and is based in Chicago, IL.
Vista Equity Endeavor Fund II acquired BigTime in January 2022.
Primetric is a resource planning and financial forecasting solution used by managers and professional service companies in more than 15 countries. Primetric helps users make better decisions and increase project profitability and billable utilization.
BigTime acquired Primetric in August 2023.
Projector PSA, 2022
Projector PSA is the leading developer of cloud-based professional services automation software. The Projector software suite streamlines operations, boosts productivity, increases utilization, enhances profitability and improves visibility for hundreds of professional services organization around the world.
Customer data platform making first-party and zero-party data more accessible for customer and business growth.
BlueConic is the leading pure-play customer data platform, liberating companies’ first-party and zero-party data from disparate systems and making it accessible wherever and whenever to transform customer relationships and drive business growth. Over 300 companies worldwide, including Hearst Newspapers, Heineken and ING, use BlueConic to unify data into persistent, individual-level profiles and then activate it across customer touchpoints and systems in support of a wide range of growth-focused initiatives.
BlueConic was founded in 2010 and is based in Boston, MA.
Vista Equity Endeavor Funds I and II acquired BlueConic in December 2021.
Solutions to enable nonprofits and social good organizations to work more efficiently and effectively.
Bonterra is the second-largest social good software company in the world. The Company believes in the exponential good that can be accomplished with the right foundation and supports the companies that power those who power social impact. Bonterra’s differentiated, end-to-end solutions collectively support a unique network of over 19,000 customers, including over 15,000 nonprofit organizations and over 50 percent of Fortune 100 companies.
Bonterra was founded in 2022 and is based in Austin, TX.
Vista Foundation Fund II made an equity investment in Social Solutions in July 2014.
In September 2021, Social Solutions combined with CyberGrants and EveryAction through funding from Apax to create a leading provider of next-generation SaaS solutions to the social good ecosystem. Vista retained a minority stake in the newly combined Company.
In January 2022, the Company acquired Network for Good. In March 2022, the combined Company of CyberGrants, EveryAction, Network for Good and Social Solutions rebranded as Bonterra.
WeSpire provides purpose-driven employee engagement software through a suite of ready-to-launch programs for giving and volunteering, diversity and inclusion, well-being and sustainability. With WeSpire’s technology, companies can track and quantify employee participation efforts and empower social impact. WeSpire provides employee engagement software that inspires employees to participate in sustainability, social impact and giving, well-being and inclusive culture programs.
Bonterra acquired WeSpire in May 2023.
Network for Good, 2022
Network for Good, a Certified B Corporation, is a leading provider of cloud-based fundraising software helping nonprofits cultivate donor relationships and advance their missions. A pioneer in the digital fundraising space, Network for Good has supported over 500,000 nonprofit leaders in raising billions of dollars.
Bonterra acquired Network for Good in January 2022.
Athena is a leading provider of SaaS case management and client information management solutions and services. The Company’s platform provides case management tools, including a billing solution, to over 400 government, health and social service customers across more than 10 countries.
Social Solutions acquired Athena in March 2021.
Community TechKnowledge, 2015
Community TechKnowledge (CTK) is the leading provider of case management and outcomes tracking software for small and medium-sized nonprofit organizations and foundations. More than 18,000 nonprofit organizations on four continents use CTK’s Apricot software to manage and report client metrics.
Social Solutions acquired Community TechKnowledge (CTK) in June 2015.
Powering Partnership: Social Solutions
Joel Martins, Social Solutions: A Balance of Autonomy and Support
Intelligent data capture and search and retrieval software solutions that enable enterprises to streamline the input and retrieval of critical business information.
Brainware, Inc. provides intelligent data capture, search and retrieval software solutions that enable enterprises to streamline the input and retrieval of critical business information. Its patented search and classification engine, Brainware™, forms the foundation of its powerful applications.
Brainware provides intelligent data capture solutions for invoice processing, order-to-cash management, document indexing, loan processing and other document-intensive processes across the enterprise. The Company’s enterprise and desktop search and retrieval solutions enable the quick and effective location of structured and unstructured content that may reside within a variety of locations.
The Company’s U.S. headquarters is located in Dulles, VA, with operations in North America and Europe.
Brainware was spun out of SER Solutions, Inc. in February of 2006, with Vista Equity Fund II maintaining a majority ownership.
Cloud-based CRM solutions for companies in business service industries.
Bullhorn, Inc. is a leading cloud-based provider of software to the global staffing and recruiting industry. Bullhorn’s vertical-specific products enable its customers to better initiate, cultivate and monetize valuable relationships. Bullhorn serves over 5,700 clients and 68,000 users in more than 150 countries.
Founded in 1999, the Company is headquartered in Boston, MA, with offices in London, U.K. and Sydney, Australia.
Vista Foundation Fund I and Vista Equity Partners Fund III completed a buyout of Bullhorn in June 2012.
Insight Venture Partners and Genstar Capital acquired Bullhorn in November 2017.
Connexys is a Netherlands-based leading provider of applicant tracking solutions for the Mainland European market. The Company’s recruiting software helps customers manage recruitment, internal job rotation and contingent workforce employees from a multi-tenant SaaS-based system. Connexys serves over 20,000 users and more than 300 clients in 60 countries across staffing, recruiting and other corporate segments.
Bullhorn acquired Connexys in September 2017.
The Code Works, 2014
The Code Works, Inc. provides SaaS-based solutions that automate recruiting workflow in the contingent staffing market by integrating corporate procurement and vendor management systems with applicant tracking systems. The Company’s products enable staffing firms to increase service levels, win more business, and improve productivity by reducing time-to-fill and data entry time.
Bullhorn acquired The Code Works in August 2014.
EASY Software Solutions, 2013
EASY Software Solutions provides SaaS timesheet, expense, invoice, and commission management solutions specifically developed for staffing and recruiting firms. EASY’s products enable staffing firms to automate highly manual back office tasks and reduce administration costs, as well as increase invoicing and payroll speed and accuracy.
Bullhorn acquired EASY Software Solutions in July 2013.
Sendouts, LLC., 2012
Sendouts, LLC provides SaaS-based software to manage the entire front-office recruiting and staffing process. The software enables staffing and recruiting firms to efficiently source, market, track and place job candidates through an Applicant Tracking System (“ATS”), as well as manage their customer and prospect relationships through an integrated CRM.
Bullhorn acquired Sendouts in November 2012.
MaxHire Solutions, 2012
MaxHire Solutions, Inc. provides SaaS-based staffing solutions to cover the front-to-back office needs of recruiting and staffing firms. The Company’s software enables organizations to post vacancies to job boards, manage candidate pipelines and referrals, and communicate with candidates through social network channels.
Leading provider of public sector software for state and local governments.
CentralSquare Technologies is an industry leading provider of public safety and public administration software to state and local governments across the U.S. and Canada. The Company’s platform meets the specialized requirements of public administration, public safety and justice, state government, federal government and nonprofit agencies. CentralSquare’s solutions deliver vital safety and administrative services to three out of every four residents in the U.S. and Canada. Today, CentralSquare serves over 7,500 organizations from the largest metropolitan cities to counties and towns of every size across North America.
CentralSquare was formed in 2018 and is based in Lake Mary, FL.
Vista Equity Partners Fund VI acquired Superion in February 2017. Vista and Bain Capital Partners subsequently completed a merger of Superion, TriTech and the public sector and healthcare businesses of Aptean in August 2018 to form one company officially operating under the name “CentralSquare Technologies.”
Tellus is a leading provider of computer aided dispatch (CAD) systems used by emergency responders. The Company’s platform is a standards-based information-sharing technology that connects and integrates with most independent CAD systems.
CentralSquare acquired Tellus in May 2019.
Lucity provides enterprise asset and work management software to state and local governments. The Company’s platform supports the asset and maintenance management needs of public works agencies nationwide and enables agencies to extend the life of capital assets while managing customer requests and work orders, preventative maintenance, resources and inventory, and regulatory compliance.
CentralSquare Technologies acquired Lucity in December 2018.
Mission-critical enterprise software solutions across data, automation, insight and collaboration.
Cloud Software Group is a leading provider of enterprise infrastructure software solutions encompassing virtualization, integration, data management, automation, business intelligence, collaboration, networking and security. The Company is comprised of seven best-in-class enterprise software product families and brands: Citrix, ibi, Jaspersoft, NetScaler, ShareFile, TIBCO and XenServer. Cloud Software Group serves 400,000 customers globally, including 98% of the Fortune 500. More than 100 million users around the globe rely on Cloud Software Group to help them adapt, transform and meet the challenges facing every modern enterprise across a variety of data and application environments.
Cloud Software Group is based in Fort Lauderdale, FL, with operations worldwide.
Vista Equity Partners Fund V completed a take-private of TIBCO in December 2014. In September 2022, Vista Equity Partners and Evergreen Coast Capital Corp. acquired Citrix via a take-private transaction and combined it with TIBCO. The combined companies rebranded under one entity, Cloud Software Group in September 2022.
Citrix is a leading unified digital workspace platform that empowers secure hybrid work, helping organizations unlock human potential and deliver a consistent workspace experience wherever work needs to get done. With Citrix, users enjoy a seamless work experience and IT has a unified platform to secure, manage and monitor diverse technologies in complex cloud environments.
TIBCO acquired Citrix in September 2022.
Information Builders, 2020
Information Builders, Inc. is a leading data and analytics software company providing end-to-end, enterprise-focused data integration, data management and analytics solutions to over 1,300 customers. The Company’s open platform and industry-specific building blocks accelerate time to value, improve operational efficiency and enhance their customers’ experience.
TIBCO acquired Information Builders in December 2020.
Orchestra Networks, 2018
Orchestra Networks is a leading provider of master data and asset management solutions. The Company’s EBX software platform allows users to manage, govern and share master data, reference data and metadata assets. Orchestra Networks has over 200 customers in more than 25 countries worldwide.
TIBCO acquired Orchestra Networks in November 2018.
Scribe Software, 2018
Scribe Software is a cloud-based platform that helps businesses connect SaaS applications and automate data flows. The Company’s solutions allow more than 10,000 businesses to employ a single solution to address a wide range of integration scenarios, including application, data and API projects.
TIBCO acquired Scribe Software in June 2018.
Alpine Data , 2017
Alpine Data is a cloud-based data science and social collaboration platform that provides a unified view of data, analytics and compute engines. The Company’s web-native interface allows users to leverage the wider analytics community to solve business problems quickly and effectively.
TIBCO acquired Alpine Data in November 2017.
TIBCO Data Virtualization, 2017
TIBCO Data Virtualization, formerly Composite Software and Cisco Data Virtualization, is a market leader in data virtualization software and services. The TIBCO Data Virtualization Platform simplifies data access by integrating data from multiple, disparate sources, including cloud and big data, into a simplified, consolidated view. The Company’s software helps organizations gain more insight, respond faster and successfully evolve their data management approach. TIBCO Data Virtualization serves customers across a wide range of industries, including banking, pharmaceutical, energy, media and technology.
TIBCO acquired Composite Software in October 2017.
nanoscale.io is a provider of innovative microservices technology and tooling. The Company provides API design best practices and processes to more easily implement modern APIs and microservices. The Company gives customers a fast and efficient way to build and scale software with flexible deployment options to cloud, on-premise or on-device.
TIBCO acquired nanoscale.io in July 2017.
Statistica is a leading provider of embedded analytics, big data and IoT solutions for the enterprise. The Company develops rigorous modeling and validation tools for machine learning that enable customers to more easily uncover actionable insights. Statistica delivers scalable, affordable and simple-to-use solutions that enhance decision-making, accelerate innovation and mitigate risk.
TIBCO acquired Statistica in May 2017.
Mashery, based in San Francisco, CA, is the leading provider of API management software and services used to power mobile, social and enterprise applications, as well as Internet of Things devices. Mashery’s unique multi-tenant SaaS platform powers the APIs of more than 200 top brands around the world.
Compliance technology, consulting and education solutions for financial institutions.
COMPLY is a leading provider of technology platforms, expert consulting and continuing education resources for compliance programs. The Company empowers private equity firms, hedge funds, RIAs and some of the world’s largest financial institutions to navigate an ever-changing regulatory landscape with tailormade regulatory technology, governance, managed services, analytics and outsourcing solutions. Over 7,000 clients trust COMPLY’s portfolio of firms in their corporate, employee and third-party programs.
COMPLY was founded in 2003 and is based in New York, NY.
Vista Equity Endeavor Fund I acquired ComplySci in August 2018. ComplySci received a strategic investment from K1 Investment Management in June 2021. In November 2022, the company rebranded under the parent entity COMPLY.
illumis offers the industry's leading political contribution monitoring solution to manage compliance and reduce risk. The Company aggregates data from thousands of sources, building the most complete and comprehensive dataset of campaign finance data available.
ComplySci acquired Illumis in November 2021.
RIA in a Box, 2021
RIA in a Box is a leading provider of compliance and operational software to wealth managers and investment organizations. Over 2,600 RIA firms use the platform to increase compliance workflow efficiency and to automate regulatory requirements.
ComplySci acquired RIA in November 2021.
National Regulatory Services, 2021
National Regulatory Services (NRS) is a leading provider of compliance and registration products and services for financial services firms. The Company's solutions are designed to guide compliance strategy, minimize risk and lower costs. NRS uses three synergistic product lines in technology, education and consulting to create customized compliance solutions, enabling clients to meet their regulatory requirements and minimize risk.
CompySci acquired NRS in October 2021.
Amy Kadomatsu, ComplySci: Being a Part of the Vista Ecosystem
Managed Detection and Response cybersecurity solutions.
Critical Start simplifies breach prevention by helping organizations identify, assess and respond to cyber threats in real-time while analyzing threat data to inform future responses. The Company’s technology and security operation center analysts leverage a deep pool of behavioral data to automatically resolve over 99% of security alerts, reduce risk acceptance and improve team productivity. Critical Start’s Incident Response Team also provides hands-on readiness, response and forensic services for enterprise security teams.
Critical Start was founded in 2012 and is based in Plano, TX.
Vista Foundation Fund IV acquired Critical Start in May 2022.
Enterprise event management platform with solutions for both the events and meetings value chain.
Cvent (NASDAQ: CVT) is a leading cloud-based provider of event management technology solutions. The Company’s platform offers end-to-end event management functionality, including budgeting, planning and marketing for both sides of the event ecosystem (planners and venues). Cvent’s products are used by over 15,800 customers across all verticals. The Company’s solutions are used to plan approximately 350,000 events each year.
Cvent is headquartered in Tysons Corner, VA.
Vista Equity Partners Fund VI completed a take-private of Cvent in November 2016. Cvent listed on the NASDAQ on December 9, 2021. Blackstone acquired Cvent in June 2023 with Vista investing a portion of its proceeds from the transaction into a preferred equity stake.
Shoflo is an end-to-end solution for planning, scripting and broadcasting events. Professional sports teams, production companies and corporate meeting planners use Shoflo to provide audiences with a better experience at meetings, shows and events.
Cvent acquired Shoflo in May 2021.
SummitSync is a leading meeting automation platform that allows sales teams to schedule one-on-one client and prospect meetings. SummitSync integrates with CRM providers, allowing real-time visibility of meeting activity and long-term attribution models to help measure event effectiveness.
Cvent acquired SummitSync in February 2020.
DoubleDutch is a leading mobile events platform designed to captivate attendees and capture actionable data at every touchpoint. The Company’s platform empowers engagement at every phase of the event lifecycle including promotion, scheduling, day-of orchestration and ongoing communication after the event. DoubleDutch serves more than 500 customers including Akamai, LinkedIn, ASAE and SAP.
Cvent acquired DoubleDutch in June 2019.
Wedding Spot, 2019
Wedding Spot is a leading wedding venue sourcing platform. The Company’s platform provides tools to manage the entire wedding booking process, including acquiring customers, organizing content and marketing inventory. Wedding Spot currently partners with over 12,000 venues in the U.S. and has served nearly 1 million couples.
Cvent acquired Wedding Spot in May 2019.
Social Tables, 2018
Social Tables is a cloud-based platform that allows hospitality venues and event planners to virtually diagram meeting and event rooms as well as collaborate with colleagues on seating charts, table layouts and room set-up. The Company has worked with more than 250,000 event planners and 5,000 hotel & venue professionals to develop, plan and execute 4.5 million events.
Cvent acquired Social Tables in October 2018.
Kapow is a leading online platform that allows clients of all sizes to find and instantly book curated experiences and unique venues that host both small external events and internal meetings. The company offers more than 10,000 special experiences and event venues that can be booked directly through Kapow’s website.
Cvent acquired Kapow in June 2018.
QuickMobile is an enterprise-focused mobile event application that improves event attendee experience and engagement. The company delivers a secured event app platform that scales across global infrastructure.
Cvent acquired QuickMobile in May 2018.
Lanyon Solutions, Inc. (“Lanyon”) is a leading provider of cloud-based software for managing corporate meetings, events and travel programs. Lanyon’s software and data helps thousands of organizations and hotels around the world to better engage their customers, reduce costs and grow revenues. The Company drives over $2 billion in RFP value and 7 million room nights for hotels, and powers over 200,000 events with more than 8 million attendees. Founded in 1984, the Company is headquartered in Dallas, TX. Vista Foundation Fund I completed a buyout of Lanyon in December 2012.
Cvent acquired Lanyon in November 2016.
Investing in the Entrepreneurial Spirit
Endorsements presented herein are made by current or former employees of Vista portfolio [...]
Daniel Russo, Cvent: Making Quick, Data-Backed Decisions
Complete business and technology cybersecurity solutions suite for managed and IT service providers.
Datto is a leading provider of data protection, IT management software and secure connectivity solutions. The Company’s suite of integrated services offers data backup and disaster recovery, professional services automation, remote monitoring and management, cloud-to-cloud backup and network continuity. Together, Datto’s solutions deliver uninterrupted access to business data on site, in transit and in the cloud, and allow for the efficient and accountable management of MSP and ITSP businesses. Today, Datto serves thousands of MSPs and ITSPs at tens of thousands of small and mid-sized businesses and large enterprises around the world.
Datto was founded in 2007 and is based in Norwalk, CT, with operations worldwide.
Vista Equity Partners Fund VI acquired Datto in December 2017. Datto listed on the NYSE (NYSE: MSP) on October 21, 2020.
Vista exited Datto via the take-private sale to Kaseya in June 2022.
Infocyte is a globally trusted leader in proactive threat detection and incident response. The world’s leading security and incident response companies use the Company’s platform to proactively detect and respond to vulnerabilities and threats within their customers’ endpoints, data centers and cloud environments. Infocyte’s team and partner ecosystem help organizations maintain compliance, stop ransomware and account takeover, reduce risk, optimize security operations and scale security teams.
Datto acquired Infocyte in January 2022.
BitDam is a leading provider of cyber-defense software solutions for collaboration tools. The Company’s cloud-native platform protects against cyber-attacks of any type, including ransomware, malware and phishing.
Datto acquired BitDam in March 2021.
Gluh is a services procurement platform that enables managed service providers (MSPs) to automate the processes of product selection, quoting and sales of IT products and services for their clients. Gluh’s technology includes a two-minute selling or quoting feature and a user interface to streamline sales and significantly improve operational efficiency, leading to increased profitability for MSPs.
Datto acquired Gluh in July 2020.
Autotask is a leading provider of end-to-end software solutions to IT service providers and managed service providers. The Company’s solutions drive ROI for customers by helping them manage service ticketing, track project-level time and expenses, remotely monitor end-client networks and devices, and aggregate customer and employee data to empower business decisions. Autotask’s platform includes workflow functionalities such as service desk, remote monitoring management, customer relationship management, dispatch, billing, project management, contracts management, file sync and share, endpoint backup and a client portal. Founded in 2001, Autotask serves over 9,000 customers worldwide.
Vista Foundation Fund II acquired Autotask in June 2014. Autotask was merged into Datto, simultaneous with Vista’s acquisition of
Datto, in December 2017.
Datto Completes Sale to Kaseya
Datto, a leading global provider of security and cloud-based software solutions purpose-built for [...]
Provider of SaaS field services management software.
Dispatch is a leading provider of SaaS software solutions that enable enterprise brands to manage nationwide networks of service providers while streamlining and coordinating last-mile end-consumer communications. The Company’s platform links people, process and data to create a modern service experience that delights customers, empowers contractors and promotes a positive brand image for the enterprise. The Company completes over 50,000 jobs per day on their platform and coordinates with over 25,000 contractors for over $1BN in cumulative transaction value.
Dispatch was founded in 2013 and based in Boston, MA.
Vista Equity Endeavor Fund I acquired Dispatch in September 2018. Learn more about the partnership here.
Youreka is a proprietary, no-code mobile technology platform that makes it easy to build smart mobile service applications that assist frontline workers. Built on the leading cloud platform, Salesforce, the Company enables organizations to elevate their mobile workers' capabilities and, in turn, improve customer service and accelerate growth.
Drift is the leader in conversational commerce for B2B, making business buying frictionless and more human. The Company combines conversational marketing and sales into a single platform that integrates chat, email, video and AI to power the right conversations at the right time between buyers and sellers. More than 50,000 customers use Drift to deliver a unified customer experience that builds trust and accelerates revenue.
Drift was founded in 2015 and is based in Boston, MA.
Vista Equity Partners Fund VII acquired Drift in October 2021.
Intelligent solutions provider for the property and casualty (P&C) and general insurance industry.
Duck Creek Technologies is a leading provider of P&C insurance and general insurance technologies built for the cloud. Duck Creek’s SaaS platform provides customers with a fully integrated system to oversee a range of insurance functions, including managing customer records, modifying insurance products or rates and processing claim payments. These solutions enable insurance companies to adapt from challenging information technologies by providing straightforward, efficient workflows and reducing project management resources needed.
Duck Creek Technologies was founded in 2000 and is based in Boston, MA.
Vista Equity Partners Fund VIII acquired Duck Creek Technologies in March 2023.
Best practices research, student success management software and data-enabled enrollment solutions for the higher education and K-12 markets.
EAB is the leading provider of best practices research, student success management software and data-enabled enrollment solutions to the not-for-profit higher education and K-12 markets. The Company’s solutions help institutions increase enrollment yield, balance financial aid with revenue generation, drive higher student retention and success, and implement industry best practices derived from benchmarking and research. EAB’s solutions are used by more than 1,100 higher education institutions, including 91 of the 100 U.S. News & World Report’s top universities, and nearly 100 K-12 institutions and districts.
EAB was founded in 2007 as a division of The Advisory Board Company and is headquartered in Washington, D.C.
Vista Equity Partners Fund VI acquired EAB from The Advisory Board Company in November 2017.
BC Partners made an investment in the Company in August 2021.
Concourse is an alternative online college admissions platform designed to increase access to higher education and create a more straightforward application process. Concourse’s proprietary technology matches anonymized student profiles showcasing academic achievements and interests with higher education institutions’ admissions criteria, flipping the traditional application process to better benefit historically underserved populations as well as international students.
EAB acquired Concourse in September 2022.
Rapid Insight, 2021
Rapid Insight is a leading provider of business analysis and automated predictive analytics software, enabling higher education institutions to turn raw data into actionable information. The Company’s analytic software simplifies the extraction and cleansing of data, equipping organizations of all sizes with data-informed decision making.
EAB acquired Rapid Insight in October 2021.
Seramount is a leading professional services provider of diversity, equity and inclusion (DE&I) best practices. With a deep, data-driven understanding of the employee experience, the Company delivers a comprehensive toolkit that empowers organizations to realize the benefits of diversity, equity and inclusion, regardless of where they are on their DE&I journey.
EAB acquired Seramount in August 2021.
Wisr is a leading provider of virtual engagement software for colleges and universities. The Company’s solutions enable institutions to develop proprietary social networks to connect incoming students with peers and campus leaders, while also providing a channel to enable institutions to deliver personalized content to interested students.
EAB acquired Wisr in March 2021.
Hobsons’ Starfish provides student success solutions to higher education institutions in the U.S. Starfish is used by more than 6 million students each term and helps colleges and universities achieve increased retention rates and exceed graduation rate goals.
EAB acquired Hobsons’ Starfish solutions in March 2021.
Cappex is a market leader serving as an intermediary between higher education institutions and high school students in the college application process, providing student inquiries to colleges and discovery tools for students. The Company’s platform provides free tools for students to determine their best-fit colleges and scholarships, including more than 3,000 college profiles.
EAB acquired Cappex in September 2020.
YouVisit is a leading provider of content engagement technology solutions for the higher education industry. The Company’s platform transforms the way the world interacts through interactive and immersive content solutions, evolving the way colleges recruit and how students digitally experience colleges. YouVisit delivers engaging digital experiences to millions of students, parents and alumni, and for over 600 institution partners.
EAB acquired YouVisit in December 2019.
Improving The Higher Education Enrollment Process
EAB is using artificial intelligence to match students with the right institutions. EAB’s [...]
EAB AI & ML: Improving the Higher Education Enrollment Process
3D roofing estimate software, geo-referenced aerial image capture and visual-centric data analytics.
EagleView Technology Corporation is a leading provider of aerial imagery, 3-D measurement software, data analytics and GIS solutions serving the government, property and casualty insurance, and residential contractor markets. The Company’s patented image capture processes and 3-D modeling software, coupled with property-centric analytic tools, empower end-user workflows in support of property claims, risk management, construction, emergency response, tax assessment, corridor mapping and more.
EagleView is headquartered in Bellevue, WA, with an additional office in Rochester, NY.
Vista Equity Partners Fund V completed a buyout of EagleView in July 2015. EagleView received an investment from Clearlake Capital in August 2018.
Spookfish is a provider of premium next-generation geospatial imagery products and services. The Spookfish platform captures images at a higher resolution and helps to establish a new standard in aerial image resolution for each of its markets. The higher resolution imagery Spookfish enables yields better insights for insurance underwriters, tax assessors, city planners and others who need accurate information about property condition or change.
EagleView acquired Spookfish in December 2018, following an initial investment made in May 2016.
OnmiEarth provides machine learning technologies and decision-making tools for the water resource management, energy and insurance markets. OmniEarth’s ability to extract data from geospatial imagery enhances EagleView’s property reports and imagery classification of land areas such as impervious surfaces or irrigated farmland. It also better identifies roof shape and condition, tree overhang, decks, pools and other notable property features.
Comprehensive next-generation solutions for the higher education industry.
Ellucian is the leading provider of cloud-ready technology solutions and services for higher education institutions. With a comprehensive suite of data-rich tools, Ellucian delivers colleges and universities the solutions and information they need to lead with confidence. The Company works with more than 2,700 institutions in over 50 countries—enhancing operations and enriching the experience for over 18 million students.
Ellucian was founded in 1968 and is based in Reston, VA.
Vista Equity Perennial Fund made an equity investment in Ellucian in September 2021.
CampusLogic delivers SaaS technology that helps students, colleges and universities streamline the financial aid process. The Company helps nearly 800 higher education institutions increase enrollment, retention and graduation rates with the most comprehensive platform of student financial success products, while helping improve the outcomes of more than 5 million students by removing barriers associated with the financial aid process.
Pioneering software to meet the changing needs of today’s first responders.
ESO Solutions is the largest software and data solutions provider for emergency medical services (EMS) agencies, fire departments, hospitals and state EMS offices. The Company’s integrated suite of solutions transforms how first responders collect, share, report and analyze critical information, helping drive positive health and safety outcomes in the communities it serves. Collectively, ESO’s customers respond to more than 13 million 911 calls annually, capturing prehospital, hospital and post-hospital data that improve first responder and community well-being.
ESO was founded in 2004 and is based in Austin, TX.
Vista Foundation Fund IV completed its acquisition of ESO in May 2021.
Occam Technologies, 2022
Occam Technologies is the premier provider of software and algorithms designed to help healthcare organizations match, track and update patient information from disparate sources. Occam’s Enterprise Master Patient Index (EMPI) software facilitates more efficient patient record matching and identification automation, which supports better patient care.
ESO acquired Occam in August 2022.
Interdev Technologies, 2022
Interdev Technologies delivers leading software solutions for EMS agencies across Canada. For over 20 years, Interdev has provided tools and technology to help Emergency Services workers leverage data in meaningful ways to enable evidence-based decision-making.
ESO acquired Interdev in March 2022.
Emergency Reporting, 2021
Emergency Reporting is one of the world's largest providers of cloud-based fire RMS software. The Company serves more than 7,500 fire departments in the United States, Canada and Europe and maintains a robust federal footprint, serving more than 250 U.S. Military installations worldwide.
Global financial software solutions including retail banking, transaction banking, lending, and treasury and capital markets capabilities.
Finastrais the third largest financial services technology company in the world, providing a broad portfolio of banking, capital markets, investment management and risk solutions to the financial services industry. The Company’s corporate banking, retail banking, investment management, managed services, and treasury and capital markets solutions enable customers in financial services to deploy mission-critical technology that allow them to improve operations and mitigate risks. Finastraserves more than 9,000 customers in 130 countries, including 48 of the top 50 banks globally.
Finastra is headquartered in London, United Kingdom, with operations worldwide.
Vista Equity Partners completed a take-private of Misys plc in June 2012 and subsequently combined Misys with Turaz, the former trade and risk management business of Thomson Reuters acquired by Vista Equity Partners in January 2012, to form one company officially operating under the name “Misys.” Misys completed a take private of D+H in June 2017. The combined businesses are now one company operating under the name Finastra.
Doorr is a cloud-based point-of-sale mortgage application software that provides brokers and financial institutions with a single environment to manage and interact with clients and partners. The platform streamlines and provides real-time visibility on the mortgage application and approval process for pre-approval, purchase and refinance transactions.
Filogix, the Canadian mortgage business of Finastra, acquired Doorr in October 2020.
Malauzai Software, 2018
Malauzai Software is a market leading provider of consumer and business digital banking solutions. The Company provides community financial institutions with an enhanced experience for their mobile and Internet banking customers. Malauzai serves more than 350 U.S. community financial institutions and has over one million monthly active users.
Finastra acquired Malauzai Software in June 2018.
Olfa Soft, 2018
Olfa Soft is a leading FX e-trading platform for banks and financial institutions. The platform enables treasurers to source, manage and distribute FX liquidity in real-time providing deeper insights across the entire trade lifecycle.
Finastra acquired Olfa Soft in January 2018.
Custom Credit Systems, 2014
Custom Credit Systems (CCS) is a U.S.-based provider of commercial loan origination and loan workflow management software. CCS was founded in 1989 and launched its flagship product, CustomLender, in 2005. With deep domain expertise and credentials in commercial lending, CCS has 24 clients, including five of the top ten U.S. lenders. Clients include Wells Fargo, Bank of America, U.S. Bank, Comerica, Fifth Third Bank, Washington Federal and Huntington Bank.
Misys acquired Custom Credit Systems in August 2014.
IND Group, 2014
IND Group provides best-in-class online and mobile banking, personal finance management and payment solutions for financial institutions. IND’s digital solutions enable banks to differentiate themselves from their competitors by delivering the highest quality experience to customers online.
Misys acquired IND Group in February 2014.
Powering Partnership: Finastra
Veena Rao, Finastra: Unparalleled Access to the Latest Technologies and Best Practices
Subi Krishnan, Finastra: A Digital Transformation Journey
Cloud parking software and mobility transformation.
FLASH is the leader in urban mobility, helping businesses and cities rethink one of their most valuable assets: the parking space. The Company’s award-winning cloud-born platform is configurable, secure, reliable and grows alongside customers’ business requirements as consumer expectations evolve. FLASH serves over 10,000 parking locations in every major U.S. city, enabling traditional parking assets to transform into next-generation mobility hubs with future-ready hardware and software solutions, a powerful business intelligence engine and a robust partner ecosystem.
FLASH was founded in 2011 and is based in Austin, TX.
Vista Foundation Fund IV made a minority investment in FLASH in April 2022.
Ballparc is a provider of a cloud-based parking application designed to make parking management smarter. The Company’s solutions provide a cost-effective, flexible system to manage event parking for local and community parking lot operators and enable operators to upgrade legacy enforcement systems to modern end-to-end violation management platforms.
FLASH acquired Ballparc in June 2022.
Ticketech is the parking technology leader in New York City. The Company’s integrated parking management and revenue control technology powers over 700 valet/attended parking facilities in the New York Metropolitan area and serves real estate owners and parking operators throughout the Northeast.
Cybersecurity systems that protect against threats and provide unobstructed access to critical data and intellectual property.
Forcepoint LLC is a leading provider of solutions to rapidly-growing, global commercial and government cybersecurity markets. The Company’s systems enable organizations to empower employees with unobstructed access to confidential data while safeguarding valuable content and simplifying compliance. Forcepoint’s solutions incorporate capabilities in cloud security, network security, data and insider threat security, and global government security. More than 20,000 organizations across 155 countries rely on Forcepoint to stop advanced persistent threats, targeted attacks, and evolving malware.
Forcepoint was founded in 2015 and is headquartered in Austin, TX, with operations worldwide.
Raytheon Company acquired Websense, a portfolio company of Vista, in May 2015. At the same time, Raytheon contributed the assets of Raytheon Cyber Products into a joint venture with Websense. Vista Equity Partners Fund V completed a minority investment in the Raytheon/Websense joint venture, later named Forcepoint, in May 2015.
RedOwl Analytics, 2017
RedOwl provides security analytics to large enterprise and government organizations to mitigate insider threats. The Company’s security analytics enable risk management teams to proactively monitor and mitigate suspicious human activity inside an enterprise. RedOwl combines a human-centric approach with a sophisticated analytics platform to deliver situational awareness that identifies and disrupts espionage, IP theft, compromised users and rogue employees.
Forcepoint acquired RedOwl in August 2017.
Skyfence is a cloud access security broker that provides visibility and control over cloud applications approved for use by an organization as well as those employees might use without approval. The Company helps organizations to determine which cloud applications are in use by employees, analyze content in real-time to prevent malicious or unauthorized leakage, and quickly identify and block cyber-attacks.
Forcepoint acquired Skyfence in February 2017.
Stonesoft provides next-generation firewall software and hardware solutions. Its solutions focus on high availability, centralized management of large networks and protection from advanced evasion techniques. The Company primarily sells software and appliance-based (virtual and hardware-based) solutions of various sizes and capabilities so that its customers can scale up and down its environments, from data centers to branch offices.
Forcepoint acquired Stonesoft in January 2016.
Sidewinder provides proxy-based firewall software and hardware solutions for federal customers globally. The Company’s firewall security product allows for clear visibility and control of command filtering, protocol enforcement and application access.
Forcepoint acquired Sidewinder in January 2016.
Forcepoint AI & ML: Identifying Risk with Behavioral Analytics
Meerah Rajavel, Forcepoint: Next-Level Efficiency
Identifying Risk with Behavioral Analytics
Forcepoint is leveraging a powerful analytics framework to detect patterns of human behavior [...]
Cloud-based solutions for business continuity and risk management.
Fusion Risk Management is a leading provider of cloud-based software solutions for business continuity, integrated risk management, incident management, and IT disaster recovery and crisis. Fusion’s platform takes organizations beyond legacy solutions and empowers them to make data-driven decisions with a comprehensive and flexible approach. The Company is dedicated to helping companies achieve greater organizational resilience and mitigate risks within their businesses.
Fusion was founded in 2007 and is based in Rolling Meadows, IL.
Vista Equity Endeavor Fund I and Vista Equity Endeavor Fund II made an equity investment in Fusion in September 2019. Learn more about the partnership here.
In May 2023, Great Hill Partners purchased a majority interest in Fusion Risk Management with Vista retaining a minority stake in the Company.
Gainsight is the leading provider of customer success software helping companies prevent churn by identifying at-risk customers, creating systematic processes to mitigate concerns, and efficiently ramping up engagement efforts. Gainsight’s Customer Cloud offers a powerful set of solutions focused on customer success, product experience, revenue optimization and customer data, that together enable businesses to put the customer at the center of everything they do.
Gainsight was founded in 2009 and is based in San Francisco, CA, with offices across the United States, United Kingdom, Israel and India.
Vista Equity Partners Fund VII made a majority investment in Gainsight in December 2020.
Northpass is a digital customer education platform that empowers businesses to elevate customer experiences and operational efficiency through digital learning. With Northpass, companies can offer modern digital education programs that match how today’s customers want to learn.
Gainsight acquired Northpass in July 2023.
InSided is a leading online customer community platform designed specifically for the Customer Success use case. The Company’s product enables customers, experts, partners and others to discuss products, post reviews, brainstorm new product ideas and engage with one another. Hundreds of companies use the platform to drive product adoption, increase net retention, build ongoing customer advocacy and improve their product suite.
Vendor and contract lifecycle management platform for enhanced data visibility.
Gatekeeper is a next-generation vendor and contract lifecycle management platform designed to centralize contract data and streamline renewal, compliance and negotiation processes. Gatekeeper’s suite of solutions provides customers with visibility across their vendor, contract and third-party risk management lifecycles with accompanying tools to automate associated processes, enhance compliance and monitor ROI and renewal deadlines.
Gatekeeper was founded in 2010 and is based in Jersey, U.K.
Vista Equity Endeavor Fund II acquired Gatekeeper in October 2023.
Cloud-based government transparency, legislative management and digital marketing solutions for the government and education markets.
Granicus is the leading provider of cloud-based government transparency, legislative management and digital marketing solutions for government agencies across Australia, North America and the United Kingdom.The Company’s software solutions empower government organizations to create better lives for their constituents by enabling better decision making, communications and engagement while driving significant organizational efficiency via the automation of daily legislative workflows.Granicus has offices in Colorado, Minnesota, Washington, D.C. and London.
Vista Foundation Fund III completed the acquisitions of both Granicus in September 2016 and GovDelivery in October 2016 and subsequently merged the companies. Harvest Partners acquired Granicus in January 2021. Vista Foundation Fund IV completed a new equity investment in the Company in January 2021.
Rock Solid is a leading SaaS provider of transparency and efficiency tools for city and municipality governments. Since 1994, Rock Solid has been a trusted local government partner, working to optimize internal government processes and improve civic engagement through accessible and reliable online data collection from stakeholders.
Granicus acquired Rock Solid in October 2022.
GovQA is the leading provider of public records management solutions for government compliance. The Company’s cloud-based technology automates and manages access to public records and information requests for nearly 800 cities, counties and state agencies.
Granicus acquired GovQA in August 2021.
OpenCities is a SaaS content management system that provides documentation software to assist Australian government agencies with digital-first interactions. The Company aids local, state and federal governments in transforming websites, digital forms and service delivery experiences in consumable digital formats.
Granicus acquired OpenCities in June 2021.
Bang the Table, 2021
Bang The Table is a leading provider of SaaS civic engagement software for governments. The Company helps local, state and federal governments and public leaders forge meaningful digital connections with citizens through online forums, surveys and polls. The Company’s online engagement platform, EngagementHQ, is being used by over 850 organizations around the world, empowering more than 17 million people with an easy and secure way to participate and inform key decision making, online.
Granicus acquired Bang the Table in June 2021.
Calytera is a leading provider of government permitting, licensing, freedom-of-information, and compliance software, helping government agencies digitize and automate critical functions, optimize their mobile workforce, and deliver modern services to citizens. Amanda, the Company’s enterprise platform, helps U.S., Canadian and Australian governments manage more than 50 types of regulatory functions.
Granicus acquired Calytera in October 2020.
Host Compliance, 2019
Host Compliance is the leading short-term rental (STR) compliance SaaS provider for local governments to identify STR’s, monitor rental activity and enforce compliance as well as deliver STR registration, permitting and tax collection processes. The Company has helped hundreds of local communities efficiently and cost-effectively implement fair regulations, recover revenue across active STR property platforms, reduce negative impacts on housing affordability and preserve community character.
Granicus acquired Host Compliance in November 2019.
Firmstep is a U.K.-based provider of civic engagement solutions that reduce costs for governments and add convenience for residents. Its software transitions government customers from paper-based and in-person service delivery methods to user-friendly online interactions. The Company’s platform has been implemented by over a third of U.K. local authorities, accelerating digital channel shift, enabling savings and improving customer service.
Granicus acquired Firmstep in March 2019.
SouthTech Systems, 2018
SouthTech Systems provides cloud-based process automation software solutions that improve productivity for government offices. The Company’s products provide records management and disclosure solutions for city and county clerks, recorders, clerk of the board of supervisors and election officials as well as state agencies and special districts.
Granicus acquired SouthTech Systems in November 2018.
IQM2, previously known as Accela Legislative Management, provides end-to-end meeting management software for the public sector. IQM2 enables government agencies to manage public meetings and engage citizens in civic processes through a suite of solutions including MinuteTraq ™, MediaTraq ™, eBoardroom ™ and BoardTraq ™. The platform unifies the entire experience of preparing, deciding and sharing the results and content of public meetings online.
Granicus acquired IQM2 in March 2018.
Vision Technology Solutions, 2018
Vision Technology Solutions is a leading provider of SaaS-based website and content management software for local, government, nonprofit and education clients in the U.S. and Canada. Vision’s technology and professional services provide cost-effective solutions that increase government efficiency, build transparency and promote interactive communication with citizens. Vision has more than 800 clients in communities ranging from less than 1,000 residents to more than five million.
Granicus acquired Vision Technology Solutions in February 2018.
Novusolutions is a leading provider of legislative management software. The Company’s flagship product, NovusAGENDA, provides meeting and agenda automation that streamlines the approval, tracking and distribution of meeting materials for government clients.
Clinical, financial, connectivity and analytical software products and services for ambulatory physician practices.
Greenway Health, LLC is a leading provider of innovative technology, quality services and strategic partnerships that help physician practices grow profitably, remain compliant, work more efficiently and improve patient outcomes. Greenway partners with over 63,000 providers across more than 40 specialties nationwide, providing solutions for millions of individuals. The Company’s ambulatory products and services include solutions for electronic health records, practice management, electronic data interchange, practice analytics, population health and revenue cycle management.
Greenway was founded in 2011 and is based in Tampa, FL.
Vista Equity Partners Fund IV completed a take-private of Greenway Health, LLC in November 2013 and subsequently combined Greenway Medical with Vitera, formerly Sage North America’s Healthcare Division, which was acquired by Vista Equity Partners Fund IV in November 2011. The combined businesses operate under the name “Greenway Health.”
PeopleLYNK promotes patient engagement in cooperation with PrimeSUITE, Greenway’s integrated practice management and electronic health record offering. PeopleLYNK automates interactions with patients, including reminders, lab results, prescription notifications, clinical alerts and other communications.
Greenway acquired PeopleLYNK in February 2014.
SuccessEHS is a provider of software and services to physician practices, Community Health Centers, and dental practices. The Company’s products include electronic health records, electronic dental record, practice management, revenue cycle management and business service outsourcing solutions.
Vitera acquired SuccessEHS in July 2013.
Vitera Healthcare Solutions, 2011
Vitera Healthcare Solutions, LLC (Vitera) is a leading provider of integrated clinical, financial and administrative software for physician office practices and Community Health Centers. The Company offers a comprehensive solution suite including physician practice management, electronic health records, revenue cycle management and business analytics.
Vista Equity Partners Fund IV completed a buyout of Sage North America’s Healthcare Division in November of 2011 and rebranded the Company Vitera.
iCIMS is a leading provider of software solutions and tools that unify all aspects of talent acquisition. The Company’s platform enables mid-sized and enterprise employers to engage and nurture candidates, track applicants through the hiring process and onboard new employees. iCIMS is one of the largest and fastest-growing talent acquisition solution providers and supports hiring initiatives for nearly 4,000 customers worldwide.
iCIMS was founded in 1999 and is based in Holmdel, NJ.
Vista Equity Partners Fund V acquired iCIMS in September 2018. Learn more about the partnership here.
TA Associates made a strategic investment in iCIMS in August 2022.
SkillSurvey provides cloud-based reference checking solutions to verify job candidate skills and deliver quick and candid feedback from candidate references. Used by over 3,000 companies, SkillSurvey automates time-consuming applicant review efforts with data-driven insights that help predict new hire success, drive better performance outcomes and reduce employee turnover.
iCIMS acquired SkillSurvey in October 2022.
Candidate.ID delivers award-winning marketing automation software built for talent acquisition. The Company’s mission is to upgrade talent acquisition for candidates, hiring managers and recruiters with marketing automation. Candidate.ID’s unique product enables recruiting teams to hyper-target best fit, most engaged candidates with unique lead scoring and automated marketing campaigns.
iCIMS acquired Candidate.ID in March 2022.
Altru Labs, 2020
Altru Labs is a software-based content and video development platform designed to assist businesses with hiring, onboarding and internal communications through employee-generated content. The Company’s platform activates employer brands by communicating with applicants through content created and shared directly by employees.
iCIMS acquired Altru Labs in December 2020.
EASYRECRUE is a French-based provider of software-enabled video interviewing, assessments and career development tools for managing and automating the talent lifecycle. The Company's Talent Experience Platform is a leading solution among European enterprises and allows customers to optimize and digitalize their hiring, internal mobility and employee career development.
iCIMS acquired EASYRECRUE in November 2020.
Opening.io is a leading provider of talent-matching algorithms, leveraging artificial intelligence and machine learning to empower recruiting teams to make data-driven decisions. Opening applies data science across the recruiting funnel to optimize the AI search and matching process
iCIMS acquired Opening.io in May 2020.
Jibe is a market-leading SaaS-based recruiting platform for sourcing, nurturing and marketing to job-seeking candidates. The Company’s integration architecture allows users to seamlessly integrate candidate and job data directly with their existing applicant tracking systems. Jibe’s proprietary back-end system is powered by a robust, real-time reporting and analytics dashboard, enabling enterprises to have insight into the full candidate journey.
iCIMS acquired Jibe in June 2019.
iCIMS Accelerates Growth with Investment from TA Associates
Our next chapter with iCIMS is underway, as we welcome TA Associates (“TA”) [...]
Paid enterprise DDI network automation and DNS security solutions.
Infoblox, Inc. is the market leading provider of paid enterprise DDI network automation and DNS security solutions, including Domain Name System (DNS) services, Dynamic Host Configuration Protocol (DHCP) services and IP address management (IPAM). The Company’s software and appliances enable users to automate the assignment of IP addresses as well as monitor and manage the traffic and security of their networks. Infoblox serves a large, loyal and blue-chip customer base of more than 8,000 customers across a broad range of industries such as financial services, government, healthcare, manufacturing, retail, technology and telecommunications.
The Company was founded in 1999 and is headquartered in Santa Clara, CA.
Vista Equity Partners Fund VI completed the acquisition of Infoblox in November 2016. Warburg Pincus acquired Infoblox in December 2020. Vista Equity Partners Fund VII completed a new equity investment in the Company for 50% ownership in December 2020.
Hoke Horne, Infoblox: Joining a Track Record of Success
Increasing Network Security Through IT Efficiency
Infoblox is bringing end-to-end security to the enterprise with machine learning. Infoblox delivers [...]
SaaS-based connected worker and asset management platform for industrial partners.
Innovapptive is a SaaS-based collaboration, asset management and efficiency solution for industrial companies. With its end-to-end platform, Innovapptive connects frontline workers, back offices and assets to increase innovation and collaboration while keeping employees safe and production streamlined. Some of the world’s largest Fortune 500 asset-intensive companies use Innovapptive across industries such as energy, mining, utilities and manufacturing.
Innovapptive was founded in 2012 and is based in Houston, TX.
Vista Equity Endeavor Fund II made a minority investment in Innovapptive in April 2023.
Leading independent provider of digital ad measurement and analytics for advertisers, agencies, publishers, social networks and technology platforms.
Integral Ad Science (NASDAQ: IAS) measures media quality to verify and optimize the placement of digital ads through its fraud, viewability, brand safety and optimization capabilities. The Company helps advertisers and publishers ensure that every digital ad impression is effective and analyzed for its impact on consumer actions. Integral Ad Science has operations in 13 countries and partners with over 2,000 advertisers and publishers around the world.
Integral Ad Science was founded in 2009 and is based in New York, NY.
Vista Equity Partners Fund VI acquired Integral Ad Science in July 2018. Integral Ad Science listed on the NASDAQ on June 30, 2021. Learn more about the partnership here.
Context is a sophisticated video understanding technology dedicated to helping the media industry better address content classification and content monetization. Based on proprietary algorithms, Context is a unique video-ready solution with complete video-understanding capabilities, empowering the whole industry, from advertisers to publishers.
Integral Ad Science acquired Context in January 2022.
Publica is a leading Connected TV (CTV) ad platform, supporting the world's biggest broadcasters, TV manufacturers and OTT apps. The Company’s technology manages and serves targeted ads for content streamed on connected TVs and generates campaign analytics.
Integral Ad Science acquired Publica in August 2021.
Amino Payments, 2021
Amino Payments is a leading provider of programmatic advertising transparency. The Company empowers advertisers to spend more efficiently and effectively by enabling transparency in online advertising and eliminating fraud, waste and abuse through supply path optimization.
Integral Ad Science acquired Amino Payments in January 2021.
Lisa Utzschneider, Integral Ad Science: Generating and Accelerating Growth with Vista
Integral Ad Science AI & ML: Creating Safer, More Effective Online Advertising
Enterprise device management solutions for Apple platforms.
Jamf (NASDAQ: JAMF) is a leading provider of Apple device management software, including support for MacOS devices, iOS devices and tvOS devices. The Company offers extensive functionality in package building, inventory, image management, remote imaging, remote updates, iOS mobile device management and automated support. Jamf delivers support and service solutions to more than 38,000 customers at businesses, educational institutions and government agencies.
Jamf was founded in 2002 and is based in Minneapolis, MN, with operations worldwide.
Vista Equity Partners Fund VI acquired Jamf in November 2017. Jamf listed on the NASDAQ on July 22, 2020.
ZecOps provides cybersecurity and digital forensics solutions for organizations equipped with iOS and Android devices. ZecOps discovers mistakes in targeted mobile security attacks and transforms deep insights into prevention measures, while upholding user privacy.
Jamf acquired ZecOps in November 2022.
Wandera provides a zero-trust cloud security solution to protect the modern workplace. The Company enables zero-trust access across applications, secures data and devices against cyber threats and applies policies to filter internet access and reduce risk exposure.
Jamf acquired Wandera in July 2021.
cmdReporter, a suite of security and compliance tools created by cmdSecurity, is purpose-build for macOS. The tool collects and streams macOS telemetry data to preferred SIEM or logging tools, while exceeding compliance standards and auditing requirements for IT security teams.
Jamf acquired cmdReporter from cmdSecurity in March 2021.
Digita Security, 2019
Digita Security is a cybersecurity solution for companies using macOS devices. The Company’s endpoint security software solution tracks, identifies and responds to malicious activity on macOS devices by integrating and utilizing different technologies to streamline security for enterprise customers.
Jamf acquired Digita Security in July 2019.
ZuluDesk provides SaaS mobile device management solutions for Apple products within the K-12 education vertical. The Company’s platform allows IT administrators, teachers and parents to gain access to today’s modern digital classroom and take full advantage of the latest features of Apple products.
Jamf acquired ZuluDesk in February 2019.
NoMAD is a set of software products to simplify the Mac administration process. The Company helps thousands of organizations provide a simple, unified authentication and account synchronization process for their end users.
Jamf acquired NoMAD in September 2018.
Dave Alampi, Jamf: An Environment to Thrive and Grow
John Strosahl, Jamf: Fostering Career and Business Growth
Zero-party data platform enabling customers to capture privacy compliant consumer data.
Jebbit is a leading zero-party data platform provider. From simple lead forms or surveys to more robust experiences like product matches and personality quizzes, the Jebbit platform drives high engagement by providing consumers with immediate value in exchange for relevant information about their motivations, interests and preferences. Jebbit’s clients, including Shiseido Group, ASICS, Live Nation, The Clorox Company, the NBA and Bliss, use the Company’s platform to understand their consumers better and drive revenue.
Jebbit was founded in 2011 and is based in Boston, MA.
Vista Equity Endeavor Fund II acquired Jebbit in January 2022.
Leading provider of Indian broadband connectivity and digital services.
Jio Platforms, a subsidiary of Reliance Industries, is a leading provider of broadband connectivity and digital applications building a Digital Society for India by bringing together Jio’s apps, digital ecosystems and India’s number one high speed connectivity platform under one umbrella. Jio has a robust portfolio of leading digital applications spanning ecommerce, video streaming, music streaming, gaming and other enterprise and SMB software solutions.
Jio was founded in 2019 and is based in Mumbai, India.
Vista Equity Partners Fund VII completed a minority investment in Jio Platforms in July 2020.
Social media management and online community solutions to deliver enhanced digital customer experiences.
Khoros provides a centralized cloud-based platform for social media management and online community solutions that allow brands to monitor and scale social marketing and social customer service. The Company’s solutions enable its clients to engage with their customers more efficiently and effectively across social networks, websites and mobile devices. With more than 2,000 customers and ten offices globally, Khoros powers approximately 500 million digital interactions daily and has 100 million monthly visitors across its online communities.
Khoros was founded in 2019 and is based in Austin, TX, with operations worldwide.
Vista Foundation Fund III acquired Lithium Technologies in July 2017 and subsequently merged Lithium with Spredfast, a leading provider of social media management solutions, when Spredfast was acquired in October 2018. The Company rebranded under the name Khoros in March 2019.
Flow.ai is an innovative conversational AI platform for designing and managing chatbots that allows users to automate customer service, marketing and CX across digital messaging channels.
Khoros acquired Flow.ai in January 2021.
Topbox is a leading provider of omnichannel customer experience analytics software for enterprises. The Company’s cloud-based platform aggregates conversational data and customer interactions from a wide range of channels and applies AI-backed natural language processing to deliver a unified view of the client's brand experience.
Khoros acquired Topbox in December 2020.
Jive-x provides online community management software that engages and supports customers and partners. The Company delivers digital experiences that build loyalty and brand advocacy, fuel sales and provide online support. Jive-x was previously part of Jive Software, a leading provider of interactive intranet and external community solutions for businesses. The Company supports over 270 customers across a range of industries, including technology, telecommunications, education and more.
E-commerce software, services and expertise designed specifically for branded manufacturers and retailers.
Kibo is a cloud-based omnichannel commerce platform for retailers and branded manufacturers. The Company’s e-commerce, distributed order management, mobile point-of-sale and personalization solutions help customers stay agile and drive connectivity. Kibo’s unified cloud commerce platform is used by over 450 clients across 50+ countries and powers over $7 billion in online shopping revenue.
Kibo was founded in 2016 and is based in Dallas, TX, with operations worldwide.
Vista Foundation Fund II acquired MarketLive and Shopatron in December 2015 and subsequently rebranded the combined company “Kibo.” Learn more about the partnership here.
Monetate is a leading personalization platform for consumer-facing brands. The Company’s software provides marketers with tools to grow their customers and allows brands to create a more relevant and personalized customer experience. Powered by artificial intelligence, Monetate enables brands to connect their data sources and make intelligent decisions regarding interactions with customers.
Kibo acquired Monetate in October 2019.
Certona provides real-time personalization solutions to over 600 global retailers and brands. The Company’s predictive software algorithms provide actionable insights into customer intent through behavioral profiling and past purchases. Certona’s platform automatically optimizes personalized content delivery to create unique customer experiences that drive ROI, enhance engagement, increase online order values and improve conversion rates.
Kibo acquired Certona in February 2019.
Mozu is a leading provider of enterprise, cloud-based commerce solutions designed to help enterprises manage their entire online presence (commerce, branding, customer engagement and publishing) in a single and powerful experience. The Company’s solutions additionally offer dozens of pre-built integrations resulting in significant flexibility for its customers.
Kibo acquired Mozu in October 2016.
Baynote is a leading provider of personalized customer experience solutions for multi-channel retailers and the travel industry. The Company’s scalable cross-device personalization engine seamlessly integrates with existing websites, onsite search, chat or email systems to enhance a customer’s existing functionality and drive increased transaction volume.
Kibo acquired Baynote in September 2016.
Fiverun is a leading provider of cloud-based mobile point-of-sale and store optimization solutions to global retailers and brands. The Company’s innovative and scalable solutions provide new features and capabilities that extend and enhance a retailer’s existing systems.
Kibo acquired Fiverun in December 2015.
John Mills, Kibo: Expanding the Role of a CFO
Michelle Fischer, Kibo: Gaining a 360-Degree View of Software
Vinesh Vis, Kibo: Exposure to All Aspects of Business
Financial technology solutions for consumers and retailers from online payments and social shopping to personal finances.
Klarna is a leading global “Buy Now, Pay Later” (BNPL) payments and shopping service provider, offering more innovative and flexible shopping and purchase experiences to 90 million active consumers across more than 250,000 merchants in 20+ countries. The Company’s merchant base includes 20+ of the top 100 highest grossing merchants across fashion, beauty, sports, furniture and electronics. Klarna supports consumers by enabling them to “buy now, pay later” and merchants to improve their online, mobile, and in-store customer experience. The Company offers direct POS payments, pay after delivery options and interest-free installment plans.
Klarna was founded in 2005 and is based in Stockholm, Sweden.
Vista Equity Partners Fund VII completed a private toehold investment in Klarna in March 2021.
PriceRunner is the leading comparison shopping service in the Nordic region, with businesses in Sweden, Denmark, Norway and the United Kingdom. The Company compares 3.4 million products from 22,500 retailers in 25 countries. Millions of consumers use PriceRunner to compare products, offers, attributes and take part in professional product tests and user reviews of products and retailers.
Klarna acquired PriceRunner in November 2021.
Inspirock enables users to quickly and easily explore a destination’s offerings and create personalized sightseeing itineraries utilizing local expertise and cutting-edge artificial intelligence. Drawing from a database of over 80,000 destinations, Inspirock makes trip planning easy, intuitive and enjoyable for over 25 million travelers a year.
Klarna acquired Inspirock in October 2021.
APPRL is an end-to-end influencer marketing software tailored for the needs of e-commerce brands, where marketers can find high-performing creators, collaborate efficiently and track performance in real-time. The Company’s platform enables millions of global consumers to shop influencer content from retailers like Harvey Nichols, Shopbop and many more.
Klarna acquired APPRL in July 2021.
HERO is on a mission to make e-commerce human with a virtual shopping platform that connects millions of shoppers with product experts via text, chat and video, all directly from a brand's e-commerce store. Levis, rag & bone, Herman Miller and over 200 of the world’s best brands rely on HERO to bring the IRL experience online, driving sales and increasing average order value.
Enterprise cybersecurity training and solutions that address the human element of security.
KnowBe4 (formerly NASDAQ: KNBE) provides the world’s largest security awareness training and simulated phishing platform, used by more than 44,000 organizations around the globe. The Company helps organizations address the human element of security by raising awareness about ransomware, CEO fraud and other social engineering tactics through a new-school approach to awareness training on security. Tens of thousands of organizations rely on KnowBe4 to mobilize their end-users as their last line of defense.
KnowBe4 was founded in 2010 and is based in Clearwater, FL.
Vista Equity Partners Fund VII completed a private toehold investment in KnowBe4 in March 2021. KnowBe4 listed on the NASDAQ on April 22, 2021. In February 2023, Vista Equity Partners acquired KnowBe4 in a take-private transaction.
SecurityAdvisor provides the only real-time and personalized security awareness platform that delivers a measurable reduction in security incidents. The Company's patented platform integrates easily with existing security infrastructure to provide customized coaching for each employee, teaching them how to identify and remediate cyberattacks and helping security teams better understand the human element of their organization's security posture.
KnowBe4 acquired SecurityAdvisor in November 2021.
Comprehensive engagement software for the senior living market.
LifeLoop provides person-centered digital engagement solutions for the senior living market. The Company’s platform empowers staff and helps residents thrive through holistic social interaction, enrichment, therapy, memory care, family connection and facility operations solutions. LifeLoop serves a diverse range of senior living centers across the U.S. and Canada.
Vista Equity Endeavor Fund I and Vista Equity Endeavor Fund II acquired iN2L in March 2021.
iN2L acquired LifeLoop in March 2022. In September 2023, iN2L and LifeLoop rebranded as one entity, LifeLoop.
Performance monitoring platform for enterprise IT.
LogicMonitor is a leading SaaS-based performance monitoring platform for enterprise IT, managed service providers and small and mid-sized businesses. The Company monitors infrastructures, allowing companies to focus less on problem-solving and more on evolution. LogicMonitor’s automated device and resource discovery, preconfigured alert thresholds and customizable dashboards come together to give IT teams speed, flexibility and actionable insights to innovate and create additional business value in today’s competitive markets.
LogicMonitor was founded in 2007 and is based in Santa Barbara, CA, with a Global Center of Customer Excellence in Austin, TX, and offices worldwide.
Vista Foundation Fund III acquired LogicMonitor in May 2018.
Dexda is a cloud-based big data and machine learning predictive fault identification company. The Company predicts and prevents digital asset problems before they occur and empowers IT operators to easily manage and protect digital assets at scale.
LogicMonitor acquired Dexda in June 2021.
Airbrake is a leading provider of application error and performance monitoring (APM) capabilities to developers, QA, Engineering and DevOps teams. The Company’s solutions enable users to continuously detect and address code errors to increase the speed of delivery while ensuring quality and reliability within production environments.
LogicMonitor acquired Airbrake in February 2021.
Unomaly is a leading provider of log intelligence and anomaly detection solutions for IT Operations. The platform helps organizations maintain a complete understanding of normal behavior and abnormal situations in IT environments through automatic and self-learning analysis of all data produced by infrastructure, systems and applications, to support fast, accurate root cause analysis in complex IT environments.
Deal management, accounting software, lead acquisition and website design solutions for the real estate brokerage industry in North America.
Lone Wolf Real Estate Technologies Inc. is the leading provider of back- and front-office solutions for residential real estate brokers and agents in North America. The Company’s flagship product, BrokerWOLF, helps brokers manage all accounting and back-office functions, including listing inventory, transaction processing, agent commissions and accounts payable/receivable.
Lone Wolf is headquartered in Cambridge, Ontario, with operations throughout North America.
Vista Equity Partners Foundation Fund II completed a minority investment in Lone Wolf in April 2015.
Vista Equity Partners Foundation Fund II completed an additional equity investment in Lone Wolf in July 2016.
Stone Point Capital acquired Lone Wolf in October 2020.
zipLogix is a leading provider of transaction management, electronic forms and eSignature solutions for the real estate industry. The Company provides real estate professionals with a full suite of tools to create seamless workflows and automate transactions. zipLogix software is used by over 1.4 million realtors.
Lone Wolf acquired zipLogix in April 2019.
Instanet is a leading provider of SaaS-based transaction management, forms, and e-signature solutions used by over 550,000 residential real estate brokers in the United States and Canada. The Company’s solutions enable brokers to create, store, sign and manage all listings, sales and lease files securely online.
Lone Wolf acquired Instanet Solutions in October 2017.
Leading provider of cloud-based visual collaboration software.
Lucid offers a Visual Collaboration Suite that helps teams see and build the future from idea to reality. With its products — Lucidchart, Lucidspark and Lucidscale — teams can turn ideas into reality, clarify complexity and collaborate visually, no matter where they’re located. Top businesses use the Company’s products all around the world, including customers such as Google, GE, NBC Universal and T-Mobile, and 99% of the Fortune 500.
Lucid was founded in 2010 and is based in South Jordan, Utah.
Vista Equity Partners Fund VII completed a private toehold investment in Lucid in June 2021.
Leading intelligent test automation platform for quality engineering, supporting the rapidly growing DevOps market.
mabl is a next-gen, SaaS native DevOps test automation suite enabling software engineers to easily create, run, manage and analyze automated end-to-end functional tests on one integrated platform. With mabl, users may test the start-to-finish flow of applications in a low-code, easy-to-use environment. mabl has a blue-chip enterprise customer base with a fast-growing number of Fortune 2000 customers globally.
mabl was founded in 2017 and is based in Boston, MA.
Vista Equity Endeavor Fund II completed an investment in mabl in November 2021.
Marketing platform for local businesses integrating social media, customer reviews, mobile and email marketing.
Main Street Hub, Inc. is the voice for more local businesses than any other company. Powered by one-of-a-kind technology, data-driven expertise and a world-class team, Main Street Hub’s marketing platform integrates social media, customer reviews, mobile and email marketing to help local businesses get more customers and keep them coming back.
Founded in 2010, the Company is headquartered in Austin, TX, with an additional office in New York, NY.
Vista Foundation Fund II completed a minority investment in Main Street Hub in July 2015.
Marketo provides the leading marketing software and engagement platform designed to help marketers develop long-term relationships with their customers – from acquisition to advocacy.
Marketo, Inc.’s core solution is the Marketo Engagement Marketing Platform, which enables the execution, management and measurement of online, social and offline marketing activities and customer interactions. The Company’s platform enables marketers to automate the critical processes designed to generate new customer leads, convert leads into new customers, upsell more products and services to existing customers, and has a strong and demonstrable ROI. Marketo’s solutions are used by over 4,600 customers in a wide variety of industry verticals including business services, communications, education, energy, financial services, healthcare and life sciences.
The Company was founded in 2006 and is headquartered in San Mateo, CA, with operations worldwide.
Vista Equity Partners Fund V and Vista Equity Partners Fund VI completed a take private of Marketo in August 2016.
Adobe acquired Marketo in October 2018.
Bizible is a leading provider of revenue attribution and planning software to help B2B marketing teams improve decision-making and performance through its sophisticated omnichannel, every-touch attribution technology. Bizible has over 350 customers worldwide.
Marketo acquired Bizible in April 2018.
ToutApp is a sales enablement platform that automatically logs data into the CRM and marketing automation system and helps optimize sales processes with tracking, templates and analytics. ToutApp aids thousands of sales teams in closing more deals and improving win rates.
Marketo acquired ToutApp in April 2017.
Spurring Growth and Innovation
Endorsements presented herein are made by current or former employees of Vista portfolio [...]
Steve Lucas, Marketo: Spurring Growth and Innovation
Personalizing Consumer Communication
Marketo is harnessing artificial intelligence and machine learning to drive one-to-one marketing engagements. [...]
Software to manage the media buying lifecycle from planning and buying to optimization, reconciliation and reporting across every media channel.
Mediaocean is the mission-critical platform for omnichannel advertising. With $150 billion in annual media spend managed through its software, Mediaocean connects brands, agencies, media, technology and data. Using AI and machine learning technology to control marketing investments and optimize business outcomes, Mediaocean powers campaigns from planning, buying and selling to analysis, invoices and payments. Mediaocean employs 1,200 people across 20 global offices.
Mediaocean was formed in 2012 through the merger of Donovan Data Systems and MediaBank and is headquartered in New York, NY.
Vista Equity Partners Fund V made an equity investment in Mediaocean in August 2015.
CVC acquired Mediaocean in December 2021.
Flashtalking is a leading independent ad server and analytics technology provider. The Company’s end-to-end solution simplifies personalized advertising and data management through a private ad server for global customers.
Mediaocean acquired Flashtalking in August 2021.
Symsys is a leading media management software provider in the Netherlands handling campaign execution, including buying, invoicing and reporting.
Mediaocean acquired Symsys in August 2020.
4C Insights, 2020
4C Insights is a global data science and marketing technology company helping marketers drive business outcomes across closed ecosystems, including linear television, streaming video, digital commerce and social media. Scope by 4C™ allows brands, agencies and media companies to surface insights about their most valuable consumers and creatives and activate them across channels and devices.
Mediaocean acquired 4C Insights in July 2020.
MBS is a leading media management software provider in France. The Company’s platform enables end-to-end campaign execution, including buying, invoicing and reporting. MBS’ existing clients currently represent €13 billion in media spend across France, Russia and Morocco.
Mediaocean acquired MBS in January 2020.
PIN System, 2019
PIN System is a provider of media management software solutions for activation, creative, digital and media agencies in the Asia Pacific region. The Company’s flexible solution is tailored to streamline and centralize agency activities, including media systems, billing and finance, and personnel.
Mediaocean acquired PIN System in September 2019.
Shanghai Zanthuu Technology Solutions, 2017
Shanghai Zanthuu Technology Solutions provides media management workflow software and services to advertising agencies in China. The Company focuses on software development, mobile application development and business consulting that improve operations and increase efficiencies in advertising media.
Mediaocean acquired Shanghai Zanthuu Technology Solutions in October 2017.
VideoAmp is an integrated television operating system that enables advertisers to plan, buy and measure the success of targeted campaigns across devices and media types. The Company delivers software and data applications for automated television, digital and cross-screen video advertising that optimize audience reach and messaging.
Mediaocean completed a minority investment in VideoAmp in April 2017.
INVISION provides cross-device advertising sales and inventory management software to the cable, broadcast, syndication, satellite and MVPD (multichannel video programming distributor) markets. The transaction allows Mediaocean to create a neutral software platform that tightly integrates buying and selling workflows for enhanced end-to-end efficiency.
Mediaocean acquired INVISION in June 2016.
ColSpace provides cloud-based media planning software to agencies and enterprise advertisers. The transaction will allow Mediaocean to extend its solution set into planning and expand its geographic reach.
Mediaocean acquired ColSpace in May 2016.
BCC AdSystems, 2016
BCC AdSystems (“BCC”) is an Australia-based provider of software solutions for the Asia Pacific advertising, marketing and media industries. The transaction will allow Mediaocean to expand its geographic reach and to increase its investment in new product development.
Mediaocean acquired BCC AdSystems in January 2016.
METIS is a software platform that was developed internally by WPP to facilitate the digital ad buying workflow. The transaction will allow Mediaocean to improve its Prisma platform and to increase the usage of Prisma in the United Kingdom and other key geographies.
Mediaocean acquired METIS in December 2015.
Scaling Globally with the Right Investment Partner
Endorsements presented herein are made by current or former employees of Vista portfolio [...]
Rebuilding Trust in the Media-Buying Ecosystem
Mediaocean is using blockchain to bring end-to-end transparency to the media ecosystem. Mediaocean, [...]
Matt Field, Mediaocean: Capitalizing on Professional Development Resources
Healthcare credentialing, training and compliance management software.
MedTrainer is the cloud-based software solution of choice for more than 15,000 healthcare facilities and 300,000 healthcare professionals across North America. The Company provides a unique, all-in-one compliance platform that drives higher revenues, streamlines workflows and eases employee onboarding.
MedTrainer was founded in 2016 and is based in Las Vegas, NV.
Vista Endeavor Fund II completed an investment in MedTrainer in March 2022.
Cloud-based secure web gateway (SWG) platform built on a differentiated remote isolation core.
Menlo Security takes a Zero Trust approach to protecting organizations from cyberattacks by eliminating the threat of malware from the web, documents and email. The Company’s cloud-based SWG platform scales to provide comprehensive protection across enterprises, without requiring endpoint software or impacting the end user experience. Menlo Security is trusted by government agencies and major global businesses, including Fortune 500 companies across a number of security-conscious end markets.
Menlo Security was founded in 2012 and is based in Mountain View, CA.
Vista Foundation Fund III made a minority investment in Menlo Security in October 2020.
IT solutions for the grantmaking community, including private foundation, corporate philanthropy, employee giving programs, community foundations and various other giving organizations.
MicroEdge, LLC is a leading provider of IT solutions to the grantmaking community, including private foundations, corporate philanthropy, employee giving programs, community foundations and various other giving organizations. The Company’s suite of products streamlines the full grantmaking lifecycle, from upfront submission through back-end evaluation and measurement, freeing up foundation staff to focus on issues more central to their organization’s mission. MicroEdge currently maintains an impressive market position among the largest independent and corporate foundations, with approximately 80% of foundations with over $500 million in assets among their client roster. Approximately 75% of the community foundation market uses the Company’s FIMS solution.
Over the past 25 years, the Company has developed an established base of over 2,000 customers and over 14,000 registered users in the U.S. and Europe.
The Company is headquartered in New York, NY, and has offices in Minnesota.
Vista Foundation Fund I acquired MicroEdge in October 2009.
BlackbaudacquiredMicroEdgein October 2014.
AngelPoints is a provider of on-demand software solutions for corporate and employee giving, sustainability, volunteer management, rewards and compliance.
Technology platform for the fitness, beauty and wellness services industries.
MINDBODY provides business management, demand generation and integrated payment processing software to the health and wellness industries. The Company’s platform enables over 67,000 boutique fitness centers, spas, salons and integrative health facilities to manage scheduling, online booking, staffing, marketing and customer relationships. MINDBODY also processes customer payments through mobile, online, on-site and recurring membership fees.
MINDBODY was founded in 2001 and is based in San Luis Obispo, CA.
Vista Equity Partners Fund VI and Vista Equity Partners Fund VII completed a take-private of MINDBODY in February 2019.
ClassPass is a monthly subscription service revolutionizing the fitness and wellness industry by bringing together the world's best classes and experiences into one app. The Company’s app offers a variety of classes, including yoga, strength training, barre, martial arts, pilates, boxing and indoor cycling, and the use of health clubs, enabling users to get on-demand workouts from top studios around the globe.
MINDBODY acquired ClassPass in October 2021.
ZeeZor is a real-time analytics and staff management platform for appointment-based businesses. ZeeZor allows business owners to set and track goals, host and track contests, recognize performers and compare key metrics across multiple locations to optimize revenue streams while delivering high quality experiences to clients.
MINDBODY acquired ZeeZor in March 2020.
Bowtie is a provider of artificial intelligence-driven virtual receptionist solutions for appointment-based businesses. The Company’s software automatically books clients, answers questions and enables live chat over SMS and web through a unified dashboard and application.
Corporate legal automation and GRC solutions for large, global organizations.
Mitratech Holdings, Inc. is the leading provider of fully integrated enterprise legal management solutions for global legal departments of all sizes, including more than 25% of the Fortune 500 and more than 230 organizations. Mitratech’s offerings include the flexible and proven TeamConnect and Lawtrac product platforms, both of which offer end-to-end matter management, e-Billing, legal hold, contract management, entity management and GRC solutions. Mitratech clients can prove demonstrable value creation for their organization by automating legal workflows, improving business outcomes through actionable data and insight, increasing collaboration with external partners and reducing overall legal spend.
Founded in 1987, Mitratech is headquartered in Austin, TX.
Vista Foundation Fund I completed a buyout of Mitratech in October 2011.
TA Associates acquired Mitratech in September 2015.
CaseTrack is a leading provider of enterprise legal management software to corporate legal departments in the United States and Europe. The Company provides a full suite of solutions including matter management, e-billing and legal hold.
Mitratech acquired the CaseTrack product line from the Economic Analysis Group in August 2015.
Bridgeway Software, 2015
Bridgeway Software is a leading provider of enterprise legal management software to corporate and government legal departments of all sizes. The Company provides a full suite of solutions, including matter management, e-billing, contract management, legal hold and corporate entity management.
Mitratech acquired Bridgeway Software in July 2015.
LT Online Corporation, 2013
LT Online Corporation is a leading provider of legal management software for mid-sized legal departments. The Company provides a full suite including matter management, e-billing and expense management, document and contract management, and legal hold management.
Real estate property management solutions primarily focused on the commercial real estate market.
MRI Software is a leading provider of real estate software applications and hosted solutions. MRI offers business management solutions to the global property management industry as well as to corporate real estate managers. These solutions automate real estate operations (accounting, rent collections, lease obligations, etc.), reporting, budgeting and forecasting, and portfolio management.
MRI serves over 6,000 worldwide customers in the top tier of commercial and residential real estate, including 9 of the top 10 global real estate service providers, as well as 44 of the top 50 managers in the National Multi-Housing Council.
The Company is headquartered in Cleveland, OH, with offices worldwide.
Vista Equity Partners Fund III completed a buyout of Intuit’s Real Estate Solutions in January 2010 and rebranded the Company MRI Software.
GI Partners acquired MRI in June 2015 and remains an investor in the Company, alongside TA Associates. TA Associates made a strategic investment in MRI in May 2017.
Cougar Software, 2015
Cougar Software provides investment management solutions that enable real estate investors to forecast the profitability of their real estate portfolio. With a focus on fund, debt, valuation, asset and budget management, Cougar’s acclaimed solution supports an unlimited forecasting horizon, enabling customers to use their real estate data to help them make better decisions faster. Cougar counts among its customers several of the world’s leading property management and investment companies, pension plans and REITs.
MRI acquired Cougar Software in February 2015.
VaultWare is a leading solution for consumer-focused apartment marketing and leasing for the multifamily market. The software helps property managers reach and communicate with apartment hunters online, pre-qualify prospects and convert applicants into tenants.
MRI acquired VaultWare in December 2011.
Bostonpost is a leading software-as-a-service (SaaS) provider of affordable housing property management software designed to optimize compliance within the complex environment of funding programs and regulations, and to help property owners and managers reduce administrative overhead and costs associated with compliance.
MRI acquired Bostpost Technology in October 2011
Workspeed is the leading provider of real estate management software solutions designed to optimize operations and to promote sustainability. The patented Workspeed solution enables property owners and managers, building staff, facility professionals, vendors and tenants to collaborate efficiently on a single, flexible and intuitive rule-based platform. Over 250,000 users in over 500 million square feet of commercial and residential properties leverage Workspeed’s wide range of solutions.
Global SaaS-based Ethics and Compliance software and content provider to companies of all sizes in all verticals.
NAVEX is the recognized leader in risk and compliance management software-as-a-service. The company serves over 13,000 customers in more than 85 countries worldwide, including 91 of the Fortune 100.
Formed in 2012 by the joining of four GRC software industry leaders with histories leading back as far as 1981, NAVEX solutions provide a unified view of risk across the business. This allows for deeper organizational insight, increased operational efficiencies, and more informed decision making.
At its core, the company’s mission is to help customers promote ethical, inclusive workplace cultures, protect their brands, and preserve the environment through sustainable business practices.
NAVEX was founded in 1997 and is headquartered in Lake Oswego, Oregon.
Vista Equity Partners Fund V completed its acquisition of NAVEX Global in November 2014.
CSRware is a cloud-based Corporate Social Responsibility software platform that enables businesses to integrate a holistic approach to Environmental, Social and Governance (ESG) programs. The software helps corporations aggregate, calculate and report on customizable sets of ESG metrics and has been adopted by technology, retail and consumer enterprises, as well as intergovernmental organizations.
NAVEX Global acquired CSRware in October 2020.
WhistleB is a global whistleblowing solution and incident management software provider that helps companies foster a safer and more transparent work environment. The Company’s software provides a user-friendly whistleblowing system for reporting suspected ethical and compliance-related misconduct, along with integrated case management tools. The WhistleB system is currently used in more than 150 countries, including all EU countries.
NAVEX Global acquired WhistleB in December 2019.
Lockpath is a leading provider of cloud-based governance, risk management and compliance and information security software. The Company develops, markets and delivers enterprise software solutions that help organizations, ranging from small firms to Fortune 10 enterprise companies, become more resilient through integrated risk management.
NAVEX Global acquired Lockpath in August 2019.
Expolink is a UK-based whistleblowing hotline service that allows employees to report workplace concerns. The Company’s platform combines in-house report handling with a wide choice of intake channels to ensure the disclosure experience is easy, secure and reassuring. Expolink currently serves more than 750 organizations globally.
NAVEX acquired Expolink in May 2019.
The Network, 2015
The Network is a leading provider of integrated software, content and services to prevent, detect, and remediate misconduct to help companies maintain ethical cultures. The Company provides an Integrated GRC Suite, as well as whistleblower hotlines, Code of Conduct services, and a full library of ethics and compliance training courses.
NAVEX Global acquired The Network in August 2015.
Roger Heinrich, NAVEX Global: Connecting with a Software Ecosystem
Technology solutions for the global news media industry, including content management, digital advertising, circulation and audience relationship management.
Naviga delivers the broadest range of technology solutions for the global news media industry, including content management, digital advertising, circulation and audience relationship management. The Company’s innovative solutions and professional services help media organizations engage audiences through web, print, mobile and social media channels. Naviga helps more than 2,500 clients around the world compete for audience and revenue across the entire media landscape. The company’s US offices are in Florida, Maryland, Minnesota and Utah; with international offices in Australia, Canada, Denmark, Germany, Norway, Panama, Sweden and the United Kingdom.
Vista Foundation Fund II completed a buyout of both Digital Technology International (DTI) and Saxotech in July 2013 to create NEWSCYCLE Solutions. The Company rebranded under the name Naviga in April 2019.
Abacus is a UK-based provider of digital subscription and audience insight offerings that help major publishers, professional institutions and corporate brands improve revenue and engagement with personalized digital experiences. Abacus has worked with some of the largest owners in the UK to realize their digital vision, including Thomson Reuters, Condé Nast and Christie’s.
Naviga acquired Abacus in March 2022.
RSG Media, 2021
RSG Media is a leading provider of rights management and audience/ad optimization capabilities to the broadcast media industry. The Company’s solutions enable customers to manage their rights, license their content and assets globally, grow their audience and optimize their advertising revenue.
Naviga acquired RSG Media in April 2021.
Miles 33, 2021
Miles 33 is a leading provider of digital publishing solutions to media, corporate and agency customers. The Company’s solutions enable clients to monetize, publish and distribute content and advertising across print and digital channels.
Naviga acquired Miles 33 in March 2021.
ZINIO is a leading provider of digital publishing software for magazine publishers and consumers. The Company’s platform converts print magazines to digital XML content, offering publishers flexibility in managing and delivering their content in branded magazine apps and platforms across tablet, smartphone and desktop. ZINIO has delivered over 500 million digital magazine editions to more than 15 million consumers.
Naviga acquired ZINIO in May 2019.
Marketing G2, 2018
Marketing G2 develops digital tools for online subscriptions, customer engagement, data discovery and audience lifecycle management. The Company provides subscription-based companies with solutions that engage customers, help grow audiences, increase revenue and reduce costs.
Naviga acquired Marketing G2 in December 2018.
Infomaker provides open, cloud-based publishing platforms for content creation, editing, asset management and omni-channel delivery and presentation. The Company’s platform offers planning and production solutions to over 150 media houses, newspapers and magazines in the Nordic region, supplying over 90 percent of Sweden’s news companies with digital content creation tools.
Naviga acquired Infomaker in July 2018.
Media Services Group, 2018
Media Services Group provides software and services to the magazine and book publishing industries. The Company offers an integrated suite of digital publishing, magazine advertising, circulation management and event management software to customers globally.
Naviga acquired Media Services Group in February 2018.
Acquire Media, 2017
Acquire Media is an advanced technology company devoted to delivering news and multimedia with guaranteed reliability in formats that make content instantly usable and searchable. The company provides syndication and content services to enterprise business customers in the news media, digital publishing, financial services and corporate communities delivering over 650,000 news articles daily.
Naviga acquired Acquire Media Corporation in December 2017. Naviga sold Acquire Media to Moody’s (NYSE: MCO) in October 2020.
DoApp is a leading provider of mobile content and application automation software for media companies, newspaper publishers, radio and television broadcasters, and other content creators. The Company’s cloud-based platform enables media partners to publish and drive traffic to pre-configured branded applications and mobile-optimized websites.
Naviga acquired DoApp in June 2016.
MediaSpan is a leading provider of software to the global news media industry with more than 3,000 local newspaper and broadcast customers. The company provides a full suite of cloud-based publishing software which has been widely adopted due to its browser user experience and out-of-the-box functionality.
Naviga acquired MediaSpan in May 2014.
AdBase Business from Atex, 2013
Atex’s AdBase Business is a leading provider of advertising, editorial and circulation solutions to newspaper publishers and media companies. AdBase is an end-to-end system for managing the entire advertising workflow from order-to-cash.
Naviga acquired Atex’s AdBase Business in November 2013.
Market intelligence data provider for brands, agencies and retailers.
Numerator is a market intelligence firm that brings together omnichannel marketing, merchandising and sales data to make pursuing new possibilities simple for brand, retail and agency clients. Numerator is the only company in the marketplace to connect omnichannel purchase data and comprehensive path data to deliver an unmatched view of the consumer shopping and purchase experience. The Company serves over 2,000 customers across a wide variety of market intelligence categories.
Numerator is based in Chicago, IL, with additional operations across the USA, Canada, U.K. and Australia.
Vista Equity Partners Fund VI acquired Market Track, a leading provider of global omnichannel market intelligence, in June 2017 and subsequently acquired InfoScout, America’s largest omnichannel consumer purchase panel, in July 2017. The combined company rebranded under the name Numerator in October 2018.
Kantar acquired Numerator in July 2021.
Information Machine, 2020
Information Machine is a provider of electronic consumer purchasing behavior software. The Company’s proprietary APIs accelerate the collection of electronic consumer purchasing data from sources like mobile apps, loyalty card programs and food-based delivery services.
Numerator acquired Information Machine in December 2020.
InfoScout provides brands and retailers with real-time consumer behavioral insights derived from America’s largest purchase panel across every key consumer category. InfoScout allows customers to better understand consumer behavior and attitudes throughout the purchase journey and produces actionable data to offer omnichannel visibility and improve business decisions.
Numerator acquired InfoScout in July 2017.
Numerator AI & ML: Providing Intelligent Marketing Insights
Workplace management software for the modern, dynamic workspace.
OfficeSpace simplifies the workplace for dynamic organizations. Its innovative platform, intuitive experience and invested team provide the integral, strategic tools necessary to engage in the workplace. From space management and social distancing to desk booking and employee requests, the Company provides the flexibility and agility forward-focused companies need to manage their current workspace — and create a better place for everyone.
OfficeSpace was founded in 2004 and is based in Alpharetta, GA.
Vista Equity Endeavor Fund II acquired OfficeSpace in January 2022.
Greetly provides visitor management software that enables workplaces to monitor the traffic of visitors and deliveries at their physical office spaces. The platform’s digital receptionist performs traditional administrative functions and collects data on visitor volume and office use, allowing companies to be more productive and make data-driven decisions about workplace experience and real estate strategy.
Artificial intelligence and robotic processing automation solutions for the healthcare industry.
Olive is a leader in healthcare innovation, delivering artificial intelligence (AI) and robotic processing automation solutions that empower organizations to improve efficiency and patient care in hospitals. The Company’s AI-based platform removes silos and automates healthcare workflows, reducing errors and maintaining healthcare data security. Olive’s enterprise AI is deployed in more than 900 hospitals throughout the country.
Olive was founded in 2012 and is based in Columbus, OH.
Vista Equity Partners Fund VII completed a private toehold investment in Olive in June 2021.
Healthcare IP, 2021
Healthcare IP is an integrated partner of healthcare provider and payer organizations, advocating data transparency and user experience in the revenue cycle. The Company’s flexible SCALE platform reduces touchpoints through workflow automation and organizes data for the end user.
Business operations software and geospatial data solutions for the upstream oil and gas industry.
P2 Energy Solutions, Inc. is the leading provider of business operations software and geospatial data solutions for the upstream oil and gas industry. The Company offers comprehensive, integrated solutions and services specifically designed to help its clients more efficiently acquire, develop, manage, divest and account for oil and gas properties.
P2’s software products are the oil and gas industry’s most comprehensive source of solutions specifically designed to meet the financial, operational and data management needs of energy companies from private independents to supermajors. Its flagship software products include Enterprise Land, Enterprise Upstream, Excalibur and Qbyte. These software products are used by over 340 exploration and production (E&P) companies, including 70 percent of the top 25 public E&P companies and 80 percent of the top 50 Canadian oil and gas companies.
P2 also offers Tobin Map Data, a suite of spatial data, software and services, to professionals responsible for managing land-based assets in a variety of industries, including oil and gas, utilities, pipelines and government. Tobin Map Data products are used by over 2,000 customers, including over 70 percent of the top 50 public E&P companies.
The Company is headquartered in Denver, CO, with offices in Houston, San Antonio, Fort Worth, Calgary and Dubai.
Vista Equity Partners Fund III completed a buyout of P2 in June of 2008.
Advent International acquired P2 in November 2013.
ISS Group, Ltd., 2013
ISS Group is a leading provider of production operations software to the global Oil and Gas, Mining, Metals, Minerals and Manufacturing industries. The Company’s product suite enables client operations to capture, validate, analyze and report against business critical data and workflows.
P2 acquired ISS Group in August 2013.
Beyond Compliance, 2011
Beyond Compliance Inc. is a leading provider of SaaS-delivered automated compliance management solutions. Beyond Compliance’s flagship product, Integrated Compliance Management System, provides field workers with necessary tools to improve inefficient paper-based data gathering methods including field inspections, worker competency and safety management, incident tracking and vendor management.
P2 acquired Beyond Compliance in December 2011.
WellPoint Systems, 2011
WellPoint Systems is a provider of enterprise asset management and financial management solutions for the Oil & Gas and Mining industries. WellPoint is the owner of several leading energy product families including BOLO™ Financial Management Software and IDEAS™ International Oil & Gas Venture Management System, Energy Financial Management and several mid-stream solutions.
P2 acquired WellPoint Systems in May 2011.
EXPLORER Software Solutions, 2011
Explorer is a leading provider of oil and gas land management software tools in Canada. Explorer’s flagship product, CS*EXPLORER, is a fully integrated and process critical land management application that supports clients in the Canadian marketplace.
P2 acquired Explorer in April 2011.
Wellcore is a leading provider of a well life cycle management platform that allows exploration and production (E&P) companies to efficiently manage and optimize well operations. Wellcore provides a bridge between operations and back office financial and land systems by enabling E&P operators to manage and accelerate cross-departmental workflows to more rapidly exploit high-intensity resource plays. By capturing all pre-drill activities, drilling and completion information, E&P operators can track all relevant decisions over the life of a well.
Next-generation identity and access management software for global enterprises.
Ping Identity Corporation is a leading provider of next-generation identity and access management software to enterprises globally. The Company’s solutions are used by organizations to secure the identities of their employees, partners and customers, and enable secure access to any application from any device. Ping Identity’s breadth of functionality has allowed the Company to become a market-leading player in one of the most rapidly growing subsectors within enterprise security, securing over 1 billion identities and protecting critical assets for some of the world’s largest enterprises. Ping Identity was founded in 2002 and serves over 1,500 customers.
Ping Identity is headquartered in Denver, CO, with operations across the United States, Canada, Europe, Asia and Israel.
Vista Equity Partners Fund VI completed a buyout of Ping Identity in June 2016. Ping Identity listed on the NYSE (NYSE: PING) on September 19, 2019.
Vista exited Ping Identity via the take-private sale to Thoma Bravo in October 2022.
Singular Key, 2021
Singular Key is a leader in no-code identity and security orchestration, enabling companies to deliver a seamless and secure experience across the customer journey. The Company's platform and security layering approach simplifies identity workflows and speeds up deployment without the need for code, leading to greater business agility and flexibility.
Ping Identity acquired Singular Key in September 2021.
SecuredTouch is an industry leader in bot attack prevention, identity risk and fraud intelligence. The Company's platform operates continuously and without customer friction, providing customers the ability to reduce fraud losses, catch risky behavior on critical digital assets and increase security, all while improving user experience.
Ping Identity acquired SecuredTouch in June 2021.
Symphonic Software, 2020
Symphonic Software is a leading provider of dynamic authorization for protecting APIs, data, apps and resources through identity. Symphonic helps organizations with the challenge of enforcing complex policy decisions across multiple channels for their workforce, customers, third party providers and business partners.
Ping Identity acquired Symphonic in November 2020.
ShoCard is a digital identity and authentication platform built on a public blockchain data layer. ShoCard uses public/private key encryption and data hashing to safely store and exchange identity data, which includes biometrics such as fingerprint, facial, iris and voice.
Ping Identity acquired ShoCard in March 2020.
Elastic Beam, 2018
Elastic Beam provides AI-powered cyberattack protection to an organization’s API infrastructure. The Company utilizes a combination of real-time and AI-powered security solutions that detect, report and stop cyberattacks on exposed data and applications through APIs and an unsupervised machine learning algorithm. Elastic Beam’s core product, API Behavioral Security (ABS), understands API transactions and can differentiate between normal activity and what is potentially an attack as well as deliver complete tracking of all API activity for forensic and compliance reporting.
Ping Identity acquired Elastic Beam in April 2018.
UnboundID, based in Austin, TX, provides market-leading customer identity and access management software that enables enterprises to drive greater customer engagement and real-time personalization for end customers across channels and devices. UnboundID provides functionality to store, synchronize and broker access to customer identity and profile data, and also provides a metrics engine to monitor real-time operational performance and identity data usage. UnboundID has over 75 global customers and has deployed over 1.6 billion identities to date.
Ping Identity acquired UnboundID in August 2016.
Scaling Through Technological Innovations and Acquisitions
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Ping Identity AI & ML: Protecting Enterprises from Cyberattacks
Alex Babar, Ping Identity: Vast Opportunities for Career Growth
Leading CRM platform for small-to-medium businesses.
Pipedrive is a leading global provider of sales enablement and pipeline management solutions to small to medium-sized businesses. The Company’s solutions help sales teams manage and track new and existing leads to drive increased deal throughput for their business. Today, Pipedrive is used by more than 95,000 companies worldwide.
Pipedrive was founded in 2010 and is based in Tallinn, Estonia, with offices across Europe and the U.S.
Vista Equity Partners Fund VII made a majority investment in Pipedrive in December 2020.
PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs so employees and HR teams can make smarter, more confident benefits decisions. More than 7.5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives.
PlanSource was founded in 2008 and is based in Orlando, FL, with operations across the United States.
Vista Equity Partners VII acquired PlanSource in April 2019.
Pluralsight is a leading provider of technology workforce development solutions, including skills intelligence, skills development and engineering management capabilities. The Company’s products, Pluralsight Skills and Pluralsight Flow, are used by more than 17,000 customers, including 70% of Fortune 500 companies.
Pluralsight was founded in 2004 and is based in Draper, UT.
Vista Equity Partners Fund VII completed a take-private of Pluralsight in April 2021.
A Cloud Guru, 2021
A Cloud Guru is a leading cloud skills development platform for individual and enterprise users. The Company has enabled over 2 million learners and more than 4,500 organizations to improve their cloud technology knowledge through hands-on learning tools.
Omnichannel communications platform providing a scalable and secure solution for enterprises.
Poppulo is a leading provider of workplace experience and omnichannel workforce communication solutions. The Company’s enterprise-grade software and data integrations enable customers to deploy and manage content and applications across digital displays, email and mobile while integrating real-time data. Poppulo delivers industry-leading functionality, integrations and services through a cloud management interface, flexible authoring tool, cross-platform support and vertically-tailored applications.
Poppulo is based in Denver, CO, with operations worldwide.
Vista Foundation Fund III acquired Four Winds Interactive, a leading visual communications platform, in March 2019 and subsequently acquired Poppulo, a leading omnichannel employee communications platform, in April 2021. The Company rebranded under the name Poppulo in November 2022.
Poppulo is a leading omnichannel employee communications platform, enabling internal communications teams to create, personalize, publish and measure email messages and digital content for large enterprises. The Company aims to transform internal corporate communi