Companies / Portfolio

Excellence Across Industries

As investors, we work closely with our portfolio of enterprise software companies to drive positive change, innovation, and growth that touches nearly every part of our global economy.

Our Private Equity Funds

Flagship

Middle-market and large cap enterprise software, data, and technology-enabled companies

Foundation

Lower middle-market and middle-market enterprise software, data, and technology-enabled companies

Endeavor

Lower-middle market and high-growth enterprise software, data, and technology-enabled companies

Our Companies

Status

Industry

HQ Region

Fund

Portfolio Company sort icon

Status sort icon

Industry sort icon

Headquarters sort icon

Fund sort icon

Portfolio Company sort icon

Status sort icon

Industry sort icon

Headquarters sort icon

Fund sort icon

7Park Data

Current

Horizontal

New York, NY

Flagship

Year of Investment

2018

Status

Current

Headquarters

New York, NY

Company Profile

Data products and analytics solutions that revolutionize business decisions for financial institutions and enterprises.

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.

Accelya

Current

Transportation

Barcelona, Spain

Perennial Fund

Year of Investment

2019

Status

Current

Headquarters

Barcelona, Spain

Company Profile

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.

Year of Investment

2009

Status

Former

Headquarters

Austin, TX

Company Profile

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.

Add-on Acquisitions

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 (CMMS), 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 (CAFM) 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, 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 (CMMS), 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

Expesite, 2012

A Software as a Service (SaaS) 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, Ohio, 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.

Evoco, 2012

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, 2011

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, 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.

Accruent acquired Siterra in March 2011.

Website

acquia.com

Year of Investment

2019

Status

Current

Headquarters

Boston, MA

Company Profile

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.

Add-on Acquisitions

AgilOne,

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.

Acquia acquired AgilOne in December 2019.

Active Network

Former

Media and Entertainment

Dallas, TX

Flagship, Foundation

Year of Investment

2013

Status

Former

Headquarters

Dallas, TX

Company Profile

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.

Add-on Acquisitions

TeamPages, 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, 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.

Aderant

Former

Legal and Compliance

Atlanta, GA

Flagship

Year of Investment

2014

Status

Former

Headquarters

Atlanta, GA

Company Profile

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 Aderant in December 2014.

Add-on Acquisitions

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, 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, 2011

Rainmaker Software develops financial and practice management software for mid to large sized law firms.

Aderant acquired Rainmaker Software in October 2011.

ClientProfiles, 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, 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, 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, 2009

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.

Aderant acquired StarLaw in August 2009.

Current

Healthcare, Horizontal

Slough, U.K.

Flagship

Year of Investment

2015

Status

Current

Headquarters

Slough, U.K.

Company Profile

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. Advanced received an investment from BC Partners in 2019.

Add-on Acquisitions

Tikit, 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, 2019

CareWorks is a leading provider of cloud-based case management software for health and social care organizations in the US, UK, 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, 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, 2018

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.

Video

Andrew Hicks, Advanced: The Support to Be Fearless

Watch Video
Video

Jon Wrennall, Advanced: Collaborating Across the Vista Family

Watch Video

Current

Financial Services

Milwaukee, WI

Flagship

Year of Investment

2011

Status

Current

Headquarters

Milwaukee, WI

Company Profile

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 trust Advicent’s products to 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.

Add-on Acquisitions

Figlo, 2014

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.

Current

Agriculture

Charlotte, NC

Foundation

Website

agdata.com

Year of Investment

2014

Status

Current

Headquarters

Charlotte, NC

Company Profile

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.

Add-on Acquisitions

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 (SPIFs).

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.

Alegeus

Current

Healthcare

Waltham, MA

Flagship

Year of Investment

2018

Status

Current

Headquarters

Waltham, MA

Company Profile

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.

Allocate Software

Current

Healthcare

Richmond, U.K.

Foundation

Year of Investment

2018

Status

Current

Headquarters

Richmond, U.K.

Company Profile

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.

Add-on Acquisitions

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, 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.

Allocate acquired Wambiz in November 2018.

Allvue Systems

Current

Financial Services

Miami, FL

Flagship

Year of Investment

2019

Status

Current

Headquarters

Miami, FL

Company Profile

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.

Applause

Current

Horizontal

Framingham, MA

Flagship

Year of Investment

2017

Status

Current

Headquarters

Framingham, MA

Company Profile

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 (DX) 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.

Video

Doron Reuveni, Applause: Building a Winning Go-To-Market Strategy

Watch Video
Article

Building a Winning Go-To-Market Strategy

Read More
Applied Systems

Former

Insurance

University Park, IL

Flagship

Year of Investment

2004

Status

Former

Headquarters

University Park, IL

Company Profile

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 September 2006.

Apptio

Current

Horizontal

Bellevue, WA

Flagship

Website

apptio.com

Year of Investment

2019

Status

Current

Headquarters

Bellevue, WA

Company Profile

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.

Add-on Acquisitions

Cloudability, 2019

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.

Apptio acquired Cloudability in May 2019.

Aptean

Current

Horizontal

Alpharetta, GA

Foundation

Website

aptean.com

Year of Investment

2012

Status

Current

Headquarters

Alpharetta, GA

Company Profile

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 ERP 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.

Add-on Acquisitions

Paragon Software Systems, 2020

Paragon Software Systems is a 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, 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, 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, 2018

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, 2017

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, 2017

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, 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, 2015

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, 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, 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, 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.”

Aspect

Former

Telecom

San Jose, CA

Flagship

Website

aspect.com

Year of Investment

2003

Status

Former

Headquarters

San Jose, CA

Company Profile

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 Software acquired Aspect in September of 2005 for $11.60 per share, with a transaction value of approximately $1.0 billion.

Current

Government and Nonprofit

Dallas, TX

Flagship

Year of Investment

2013

Status

Current

Headquarters

Dallas, TX

Company Profile

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.”

Add-on Acquisitions

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.

Video

Steve Wade, Aspira: Pushing the Boundaries of Success

Watch Video

Year of Investment

2010

Status

Former

Headquarters

Deerfield, IL

Company Profile

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.

Oracle acquired BigMachines in November 2013.

 

Year of Investment

2006

Status

Former

Headquarters

Dulles, VA

Company Profile

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.

Lexmark acquired Brainware in February of 2012.

Bullhorn

Former

Professional Services

Boston, MA

Flagship, Foundation

Year of Investment

2012

Status

Former

Headquarters

Boston, MA

Company Profile

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.

Add-on Acquisitions

Connexys, 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.

Bullhorn acquired MaxHire in November 2012.

CentralSquare Technologies

Current

Government and Nonprofit

Lake Mary, FL

Flagship

Year of Investment

2018

Status

Current

Headquarters

Lake Mary, FL

Company Profile

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.”

Add-on Acquisitions

Tellus, 2019

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, 2018

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.

ComplySci

Current

Legal and Compliance

New York, NY

Endeavor

Year of Investment

2018

Status

Current

Headquarters

New York, NY

Company Profile

SaaS provider of regulatory technology for financial and professional services companies.

ComplySci is a leading provider of risk management and compliance solutions software. The Company helps financial service organizations identify, monitor, manage, and report on conflicts of interest arising from employee activities including personal trading, gifts, entertainment, political contributions, outside business affiliations, and other code of ethics violations. ComplySci is trusted by over 1,000 customers, including some of the world’s largest financial institutions.

ComplySci was founded in 2003 and is based in New York, NY.

Vista Equity Endeavor Fund I acquired ComplySci in August 2018.

Website

cvent.com

Year of Investment

2016

Status

Current

Headquarters

Tysons Corner, VA

Company Profile

Enterprise event management platform with solutions for both the events and meetings value chain.

Cvent 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.

Add-on Acquisitions

DoubleDutch, 2019

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 one 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, 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, 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, 2012

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.

Article

Investing in the Entrepreneurial Spirit

Read More
Video

Daniel Russo, Cvent: Making Quick, Data-Backed Decisions

Watch Video

Current

Security

Norwalk, CT

Flagship, Foundation

Website

datto.com

Year of Investment

2017

Status

Current

Headquarters

Norwalk, CT

Company Profile

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.

Add-on Acquisitions

Autotask, 2014

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.

DS_logo DealerSocket

Current

Transportation

Dallas, TX

Flagship

Year of Investment

2014

Status

Current

Headquarters

Dallas, TX

Company Profile

SaaS enterprise relationship management solutions for retail and independent automotive industries.

DealerSocket, Inc. is a leading provider of SaaS enterprise relationship management solutions for the retail and independent automotive industries. DealerSocket’s platform enables dealerships’ marketing, sales, and automotive service departments to operate more effectively by helping them identify and track actionable sales leads, engage these leads through a number of channels, and streamline the sale, lease, and service booking process. DealerSocket supports over 140,000 active users at more than 3,500 dealerships around the world.

DealerSocket was founded in 2001 and is headquartered in Dallas, TX with additional offices in Draper, UT, San Clemente, CA, and Oshkosh, WI.

Vista Equity Partners Fund V made an equity investment in DealerSocket in May 2014.

Add-on Acquisitions

Auto/Mate,

Auto/Mate is a provider of dealership management system software for retail automotive dealerships. The platform enables end-to-end automotive commerce and allows dealerships to better manage, analyze, and grow their businesses. Auto/Mate is used by more than 1,440 dealer rooftops nationwide.

DealerSocket acquired Auto/Mate in February 2020.

Dealertrack Inventory+, 2015

Dealertrack Inventory+ is a leading provider of inventory optimization and analytics solutions that enable dealers to identify inventory trends, price and merchandize inventory, and conduct on-the-go appraisals of trade-in vehicles. More than 3,500 dealerships nationwide leverage Dealertrack’s solutions to efficiently manage their inventory.

Dealersocket acquired Dealertrack Inventory+ in October 2015.

AutoStar Solutions, 2015

AutoStar Solutions provides dealer management software solutions to independent automotive dealers in the United States. AutoStar’s web-based software solutions enable clients to automate and simplify activities while staying compliant with state and federal regulations. AutoStar’s solutions include Fusion DMS, PortalPay, CollectorPro, Insight Reporting, Leasing, AccountLink, and NetLink.

DealerSocket acquired AutoStar in May 2015.

Finance Express, 2015

Finance Express (FEX) is a leading provider of web-based dealer management and loan servicing systems for independent automobile dealers. More than 1,200 dealerships nationwide rely on Finance Express’ solutions to manage their core dealership operations and loan portfolios.

DealerSocket acquired FEX in February 2015.

DealerFire, 2015

DealerFire is a custom automotive web design and digital marketing firm that provides leading internet solutions and direct leads to large dealership groups and independent car dealers internationally. Headquartered in Oshkosh, Wisconsin, DealerFire has earned numerous business and industry accolades, including being named to the Inc. 5000 list, winning four consecutive Automotive Website Awards, and receiving customer service nods from DrivingSales and Desk.com.

DealerSocket acquired DealerFire in January 2015.

Video

Tom Wilson, DealerSocket: Discovering Untapped Potential

Watch Video
Dispatch

Current

Horizontal

Boston, MA

Endeavor

Year of Investment

2018

Status

Current

Headquarters

Boston, MA

Company Profile

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.

EAB

Current

Education

Washington, D.C.

Flagship

Website

eab.com

Year of Investment

2017

Status

Current

Headquarters

Washington, D.C.

Company Profile

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.

Add-on Acquisitions

YouVisit,

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.

Article

Improving The Higher Education Enrollment Process

EAB is using artificial intelligence to match students with the right institutions. EAB’s [...][...]

Read More
Video

EAB AI and ML: Improving the Higher Education Enrollment Process

Watch Video
EagleView

Current

Construction, Government, Insurance, Real Estate

Bellevue, WA

Flagship

Year of Investment

2015

Status

Current

Headquarters

Bellevue, WA

Company Profile

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, New York.

Vista Equity Partners Fund V completed a buyout of EagleView in July 2015. EagleView received an investment from Clearlake Capital in August 2018.

Add-on Acquisitions

Spookfish, 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.

OmniEarth, 2017

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.

EagleView acquired OmniEarth in May 2017.

Article

Making Globalization a Reality

Read More
Video

Rishi Daga, EagleView: Making Globalization a Reality

Watch Video
Article

Streamlining Property Assessments with High-Res Aerial Imagery

EagleView is improving the roofing insurance industry with artificial intelligence and machine learning. [...][...]

Read More

Year of Investment

2012

Status

Current

Headquarters

London

Company Profile

Global financial software solutions including retail banking, transaction banking, lending, and treasury and capital markets capabilities.

Finastra is 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. Finastra serves 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 business are now one company operating under the name Finastra.

Add-on Acquisitions

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.

Video

Veena Rao, Finastra: Unparalleled Access to the Latest Technologies and Best Practices

Watch Video
Video

Subi Krishnan, Finastra: A Digital Transformation Journey

Watch Video
Forcepoint

Former

Horizontal, Security

Austin, TX

Flagship

Year of Investment

2015

Status

Former

Headquarters

Austin, TX

Company Profile

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.

Add-on Acquisitions

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, 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, 2016

Stonesoft provides next-generation firewall (NGFW) 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, 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.

Video

Forcepoint AI and ML: Identifying Risk with Behavioral Analytics

Watch Video
Video

Meerah Rajavel, Forcepoint: Next-Level Efficiency

Watch Video
Article

Identifying Risk with Behavioral Analytics

Forcepoint is leveraging a powerful analytics framework to detect patterns of human behavior [...][...]

Read More

Year of Investment

2019

Status

Current

Headquarters

Denver, CO

Company Profile

Visual communications platform providing a scalable and secure solution for enterprises.

Four Winds Interactive is a leading provider of enterprise content management solutions for visual communications. The Company’s enterprise-grade software and data integrations enable customers to deploy and manage visual content and applications on digital displays while integrating real-time data. Four Winds Interactive delivers industry-leading functionality, integrations, and services through a cloud management interface, flexible authoring tool, cross-platform support, and vertically-tailored applications.

Four Winds Interactive was founded in 2005 and is based in Denver, CO.

Vista Foundation Fund III made an investment in Four Winds Interactive in March 2019.

Fusion Risk Management

Current

Horizontal

Rolling Meadows, IL

Endeavor

Year of Investment

2019

Status

Current

Headquarters

Rolling Meadows, IL

Company Profile

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, IT disaster recovery, and crisis and incident management. 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.

Granicus

Current

Government and Nonprofit

Denver, CO

Foundation

Year of Investment

2016

Status

Current

Headquarters

Denver, CO

Company Profile

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 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 DC, 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.

Add-on Acquisitions

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, 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, 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, 2017

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.

Granicus acquired Novusolutions in August 2017.

Greenway Health

Current

Healthcare

Tampa, FL

Flagship

Year of Investment

2011

Status

Current

Headquarters

Tampa, FL

Company Profile

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.”

Add-on Acquisitions

PeopleLYNK, 2014

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, 2013

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

Current

Horizontal

Holmdel, NJ

Flagship

Website

icims.com

Year of Investment

2018

Status

Current

Headquarters

Holmdel, NJ

Company Profile

Mission-critical PaaS talent acquisition software suite.

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.

Add-on Acquisitions

Jibe, 2019

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.

Infoblox

Current

Security

Santa Clara, CA

Flagship

Year of Investment

2016

Status

Current

Headquarters

Santa Clara, CA

Company Profile

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 Inc. in November 2016.

Video

Hoke Horne, Infoblox: Joining a Track Record of Success

Watch Video
Video

Kanaiya Vasani, Infoblox: Stepping Up to What's Next

Watch Video
Article

Increasing Network Security Through IT Efficiency

Infoblox is bringing end-to-end security to the enterprise with machine learning. Infoblox delivers [...][...]

Read More
Integral Ad Science

Current

Media and Entertainment

New York, NY

Flagship

Year of Investment

2018

Status

Current

Headquarters

New York, NY

Company Profile

Leading independent provider of digital ad measurement and analytics for advertisers, agencies, publishers, social networks, and technology platforms.

Integral Ad Science 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.

Video

Integral Ad Science AI and ML: Creating Safer, More Effective Online Advertising

Watch Video
Jamf

Current

Horizontal

Minneapolis, MN

Flagship

Website

jamf.com

Year of Investment

2017

Status

Current

Headquarters

Minneapolis, MN

Company Profile

Enterprise device management solutions for Apple platforms.

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 13,000 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.

Add-on Acquisitions

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, 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, 2018

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.

Video

Dave Alampi, Jamf: An Environment to Thrive and Grow

Watch Video
Video

John Strosahl, Jamf: Fostering Career and Business Growth

Watch Video
Kazoo

Current

Horizontal

Austin, TX

Endeavor

Year of Investment

2018

Status

Current

Headquarters

Austin, TX

Company Profile

SaaS platform providing employee experience and performance management solutions that drive engagement and business results.

Kazoo is a leading human resources engagement and performance SaaS platform. The Company’s all-in-one people management solution helps increase productivity, retention, and revenue, and enables companies to build a purpose-driven culture with high employee engagement and performance. Kazoo works with over 500 global customers to create rewarding and purpose-filled workplaces and helps businesses and employees achieve their potential.

Kazoo was founded in 2013 and is based in Austin, TX, with an additional office in Chicago, IL.

Vista Equity Endeavor Fund I completed its acquisition of YouEarnedIt in April 2018 and subsequently acquired HighGround in July 2018. The combined company rebranded under the name Kazoo in April 2019.

Add-on Acquisitions

HighGround, 2018

HighGround provides a real-time performance management and employee engagement platform that connects and aligns organizations through employee-driven goals, continuous check-in conversations, peer-to-peer feedback, social recognition, and pulse surveys. The platform also provides company leaders with insights and inspires employees to reach their full potential, increasing retention, productivity, customer satisfaction, and driving bottom-line business results.

Kazoo acquired HighGround in July 2018.

Khoros

Current

Sales and Marketing

Austin, TX

Foundation

Website

khoros.com

Year of Investment

2017

Status

Current

Headquarters

Austin, TX

Company Profile

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.

Add-on Acquisitions

Jive-X, 2017

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.

Khoros acquired Jive-x in October 2017.

Year of Investment

2015

Status

Current

Headquarters

Dallas, TX

Company Profile

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.”

Add-on Acquisitions

Monetate, 2019

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, 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, 2016

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, 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, 2015

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.

Video

John Mills, Kibo: Expanding the Role of a CFO

Watch Video
Video

Michelle Fischer, Kibo: Gaining a 360-Degree View of Software

Watch Video
Video

Vinesh Vis, Kibo: Exposure to All Aspects of Business

Watch Video
LogicMonitor

Current

Horizontal

Santa Barbara, CA

Foundation

Year of Investment

2018

Status

Current

Headquarters

Santa Barbara, CA

Company Profile

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 2008 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.

Add-on Acquisitions

Unomaly, 2020

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.

LogicMonitor acquired Unomaly in January 2020.

Current

Real Estate

Cambridge, Ontario

Foundation

Website

lwolf.com

Year of Investment

2015

Status

Current

Headquarters

Cambridge, Ontario

Company Profile

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.

Add-on Acquisitions

zipLogix, 2019

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, 2017

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.

Main Street Hub

Former

Sales and Marketing

Austin, TX

Foundation

Year of Investment

2015

Status

Former

Headquarters

Austin, TX

Company Profile

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.

GoDaddy acquired Main Street Hub in July 2018.

Marketo

Former

Sales and Marketing

San Mateo, CA

Flagship

Year of Investment

2016

Status

Former

Headquarters

San Mateo, CA

Company Profile

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, and 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, health care, and life sciences.

The Company was founded in 2006 and is headquartered in San Mateo, California 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.

Add-on Acquisitions

Bizible, 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, 2017

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.

Article

Spurring Growth and Innovation

Read More
Video

Steve Lucas, Marketo: Spurring Growth and Innovation

Watch Video
Article

Personalizing Consumer Communication

Marketo is harnessing artificial intelligence and machine learning to drive one-to-one marketing engagements. [...][...]

Read More
Mediaocean

Current

Sales and Marketing

New York, NY

Flagship

Year of Investment

2015

Status

Current

Headquarters

New York, NY

Company Profile

Software to manage the media buying lifecycle from planning and buying, to optimization, reconciliation, and reporting across every media channel.

Mediaocean, LLC is the leading provider of advertising software and powers over $100 billion of global media buying. The Company’s solutions automate every aspect of the advertising workflow, from planning and buying to analyzing and optimizing, to invoicing and payments. Mediaocean’s open cross-media platforms have unmatched reach and bridge traditional and digital media, serving more than 80,000 users across advertisers, agencies, broadcasters, and publishers worldwide.

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.

Add-on Acquisitions

MBS,

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’s 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, 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, 2016

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, 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 (APAC) 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, 2015

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.

Article

Scaling Globally with the Right Investment Partner

Read More
Article

Rebuilding Trust in the Media-Buying Ecosystem

Mediaocean is using blockchain to bring end-to-end transparency to the media ecosystem. Mediaocean, [...][...]

Read More
Video

Matt Field, Mediaocean: Capitalizing on Professional Development Resources

Watch Video
MicroEdge

Former

Government and Nonprofit

New York, NY

Foundation

Year of Investment

2009

Status

Former

Headquarters

New York, NY

Company Profile

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.

Blackbaud acquired MicroEdge in October 2014.

Add-on Acquisitions

AngelPoints, 2011

AngelPoints is a provider of on-demand software solutions for corporate and employee giving, sustainability, volunteer management, rewards, and compliance.

MicroEdge acquired AngelPoints in December 2011.

Year of Investment

2019

Status

Current

Headquarters

San Luis Obispo, CA

Company Profile

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.

Add-on Acquisitions

Bowtie, 2019

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.

MINDBODY acquired Bowtie in May 2019.

Mitratech

Former

Legal and Compliance

Austin, TX

Foundation

Year of Investment

2011

Status

Former

Headquarters

Austin, TX

Company Profile

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.

Add-on Acquisitions

CaseTrack, 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.

Mitratech acquired LT Online in January 2014.

MRI Software

Former

Real Estate

Cleveland, OH

Flagship

Year of Investment

2010

Status

Former

Headquarters

Cleveland, OH

Company Profile

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.

 

Add-on Acquisitions

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, 2011

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, 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, 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.

MRI acquired Workspeed in June 2011.

NAVEX Global

Current

Legal and Compliance

Lake Oswego, OR

Flagship

Year of Investment

2014

Status

Current

Headquarters

Lake Oswego, OR

Company Profile

Global SaaS-based Ethics and Compliance software and content provider to companies of all sizes in all verticals.

NAVEX Global provides an ecosystem of governance, risk, and compliance SaaS products and services to help organizations protect their people, reputation, and bottom line. The Company works with its clients to manage ethics and compliance programs through a deep portfolio of solutions, including incident management software, whistleblower hotlines, policy management software, online training software, third-party risk management solutions, and expert advisory consulting. NAVEX Global works with more than 12,500 clients around the world and is trusted by 95 of the Fortune 100.

The NAVEX Global brand was launched in 2012 formed from the original innovations of ethics and compliance industry leaders with histories dating back as far as 1981.

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.

Add-on Acquisitions

WhistleB,

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, 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, 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.

Video

Roger Heinrich, NAVEX Global: Connecting with a Software Ecosystem

Watch Video
Naviga

Current

Media and Entertainment

Bloomington, MN

Foundation

Year of Investment

2013

Status

Current

Headquarters

Bloomington, MN

Company Profile

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.

Add-on Acquisitions

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, 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.

DoApp, 2016

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, 2014

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.

Numerator

Current

Sales and Marketing

Chicago, IL

Flagship

Year of Investment

2017

Status

Current

Headquarters

Chicago, IL

Company Profile

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.

Add-on Acquisitions

InfoScout, 2017

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.

Video

Numerator AI and ML: Providing Intelligent Marketing Insights

Watch Video
Omnitracs

Current

Transportation

Dallas, TX

Flagship

Year of Investment

2013

Status

Current

Headquarters

Dallas, TX

Company Profile

Fleet management software application, information services, and hardware platforms for the transportation industry.

Omnitracs, LLC is the leading provider of fleet management software applications, information services, and hardware platforms for the transportation industry. The Company’s solutions for safety and compliance, fuel efficiency, driver retention, GPS fleet tracking, and fleet maintenance enable its customers to solve common fleet problems and achieve their business objectives. Omnitracs pioneered the fleet telematics industry over 25 years ago and continues to serve over 2,500 private and for-hire fleet customers and more than 270,000 vehicles throughout North American and Latin America.

The Company is headquartered in Dallas, with operations across North and Central America.

Vista Equity Partners Fund IV completed a buyout of the Omnitracs business from Qualcomm Incorporated in November 2013.

Add-on Acquisitions

Shaw Tracking, 2017

Shaw Tracking is a fleet management software provider that offers integrated telematics and software solutions for the Canadian transportation, mobile workforce, and logistics industries. The Company is a leader in the Canadian market and provides a wide-range of world-class solutions, including GPS vehicle tracking products, fleet management software, and fleet workflow applications.

Omnitracs acquired Shaw Tracking in September 2017.

XRS Corporation, 2014

XRS Corporation delivers fleet management and compliance software solutions to the trucking industry to help maintain regulatory compliance and reduce operating costs. XRS Corporation is leading the trucking industry’s migration to mobile devices for collecting and analyzing compliance and management data.

Omnitracs acquired XRS in October 2014.

Roadnet Technologies, 2013

Roadnet Technologies is a leading provider of fleet management and logistics software applications that provide strategic territory and street-level route plans, multi-stop vehicle routing and scheduling, wireless dispatch and proof of delivery, and real-time GPS tracking.

Omnitracs acquired Roadnet in December 2013.

P2 Energy Solutions

Former

Energy

Denver, CO

Flagship

Year of Investment

2008

Status

Former

Headquarters

Denver, CO

Company Profile

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.

Add-on Acquisitions

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, 2008

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.

P2 acquired Wellcore in September 2008.

Current

Horizontal, Security

Denver, CO

Flagship

Year of Investment

2016

Status

Current

Headquarters

Denver, CO

Company Profile

Next generation identity and access management software for global enterprises.

Ping Identity Corporation (NYSE: PING) 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 on September 19, 2019.

Add-on Acquisitions

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, 2016

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.

Article

Scaling Through Technological Innovations and Acquisitions

Read More
Video

Ping Identity AI and ML: Protecting Enterprises from Cyberattacks

Watch Video
Video

Alex Babar, Ping Identity: Vast Opportunities for Career Growth

Watch Video

Year of Investment

2019

Status

Current

Headquarters

Orlando, FL

Company Profile

Cloud-based solution for benefits administration.

PlanSource is an industry-leading provider of flexible, intuitive software and services for benefits administration and human resources professionals. The Company combines industry-leading software and a full suite of technology-enabled services to provide a fully integrated benefits administration solution for benefits shopping, enrollment, billing, compliance, and administration to nearly 10,000 employers and 3.5 million consumers.

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.

PowerSchool

Current

Education

Folsom, CA

Flagship

Year of Investment

2015

Status

Current

Headquarters

Folsom, CA

Company Profile

Student information management and reporting solutions for the K-12 education industry.

PowerSchool is the leading K-12 education technology provider of solutions that improve the education experience for 100 million students, teachers, and parents in over 70 countries around the world. PowerSchool provides the industry’s first Unified Classroom experience, empowering teachers with best-in-class, secure, and compliant online solutions, including student information systems, learning management and classroom collaboration, assessment, analytics, behavior, and special education case management. PowerSchool streamlines school office and administration operations with online solutions for student registration, school choice, and finance/HR/ERP. We drive student growth through digital classroom capabilities and engage families through real-time communications across any device.

PowerSchool was founded in 1997 and is headquartered in Folsom, CA.

Vista Equity Partners completed a buyout of the PowerSchool business from Pearson in July 2015. PowerSchool received an investment from Onex Partners in August 2018.

Add-on Acquisitions

PeopleAdmin, Inc., 2018

PeopleAdmin, Inc. is a leading provider of cloud-based talent management solutions for the education and government markets. PeopleAdmin’s software enables more than 700 clients to streamline the hiring process, onboard new employees, efficiently manage positions and employee performance, develop compliant, defensible audit trails, and utilize industry-leading reporting and metrics. The Company’s integrated talent management suite, SelectSuite®, includes applicant tracking, faculty search committee management, position management, and onboarding and performance management. PeopleAdmin solutions are rapidly deployed, easy-to-use, and supported through a world-class customer service organization.

Vista Foundation Fund II completed a buyout of PeopleAdmin in March 2014. PeopleAdmin was merged into PowerSchool simultaneous with Onex Partners’ investment in PowerSchool in August 2018.

SunGard K-12, 2017

SunGard K-12 is a leading provider of on-premise and cloud-based education software solutions to K-12 school districts. The Company offers Student Information System (SIS), Enterprise Resource Planning (ERP), assessment, and special education software to more than 1,300 US school districts, representing more than 8.1 million students across 44 states.

PowerSchool acquired SunGard K-12 in February 2017.

Chalkable, 2016

Chalkable is a leading provider of education data management, student achievement, and professional learning solutions to the U.S. K-12 marketplace. The Company delivers its integrated student information system and learning management tools to more than 5,000 schools across 50 states, helping educators reinforce positive student behavior in the classroom to improve learning outcomes.

PowerSchool acquired Chalkable in October 2016.

SRB Education Solutions, 2016

SRB Education Solutions (“SRB”) is a leading provider of K-12 education administration software in Ontario and other Canadian provinces. School boards and districts use the Company’s student information system, finance, and HR solutions to maintain student records and manage other administrative tasks, including compliance reporting.

PowerSchool acquired SRB Education Solutions in August 2016.

Haiku Learning, 2016

Haiku Learning (Haiku) is a leading provider of learning management system (LMS) and classroom collaboration software to K-12 schools and districts. Powering learning for nearly 3 million users across the globe, Haiku’s platform is known for its simple interface, flexible tools, and powerful integrations with other leading cloud services.

PowerSchool acquired Haiku Learning in June 2016.

TIENET, 2016

TIENET is a leading solution for special education case management, response to intervention, and behavior management for K-12 schools and districts in the U.S. TIENET provides a diagnostic framework for educators to identify students who are struggling, evaluate their progress, and meet their learning and behavioral needs.

PowerSchool acquired TIENET in May 2016.

Interactive Achievement, 2016

Interactive Achievement is the leading provider of formative assessment and longitudinal data solutions to K-12 districts and schools. The Company’s assessment creation and delivery capabilities allow educators to deliver personalized curriculum and assessments to make data-driven decisions that raise student achievement and align with state longitudinal test standards. Interactive Achievement’s solutions are used in classrooms across 13 U.S. states, including nearly all Virginia public schools.

PowerSchool acquired Interactive Achievement in February 2016.

InfoSnap, 2015

InfoSnap is the leading provider of cloud-based registration management solutions to the K-12 marketplace. Over 10,000 public, independent, and charter schools worldwide use InfoSnap’s tools, which include online Application, Admissions, School Choice/Lottery, New Student Enrollment, Annual Student Registration, and Staff Registration. These products streamline schools’ administrative processes and improve data quality, enforce compliance, and reduce costs and burdens on school administrators and parents.

PowerSchool acquired InfoSnap in November 2015.

Video

Maulik Datanwala, PowerSchool: Leveraging a Diverse Network of Executives

Watch Video
Video

Apoorva Nischal, PowerSchool: Working with Clear Goals and Complete Trust

Watch Video
Article

Innovating and Impacting the Education Experience

Read More
Quick Base

Current

Horizontal

Cambridge, MA

Flagship

Year of Investment

2019

Status

Current

Headquarters

Cambridge, MA

Company Profile

SaaS-based application development platform to improve business processes.

Quick Base is a leading provider of Platform-as-a-Service (“PaaS”) application development tools that allow both technical and non-technical users across the Company’s 5,400 customers to develop and deploy their own highly customized applications that streamline and automate a variety of day-to-day functions.

Quick Base was founded in 1999 and is based in Cambridge, MA.

Vista Equity Partners VII acquired Quick Base in April 2019.

Add-on Acquisitions

Cloudpipes, 2019

Cloudpipes is an enterprise-grade integration-platform-as-a-service provider that connects cloud and on-premise business applications. The Company’s solution enables non-technical and technical users to rapidly create custom, powerful integrations between applications through an easy-to-use user interface.

Quick Base acquired Cloudpipes in August 2019.

RadarFirst

Current

Legal and Compliance

Portland, OR

Endeavor

Year of Investment

2018

Status

Current

Headquarters

Portland, OR

Company Profile

SaaS-based privacy incident response management platform.

RadarFirst is a privacy incident response management SaaS solution provider that simplifies and streamlines compliance with data breach laws globally. The Company’s solution operationalizes the incident response management process, applying automation and best practices to bring consistency and efficiency to privacy and security incident intake, risk assessment, breach decisioning, and notification so companies can ensure regulatory compliance and reduce data breach risks. Fortune 1000 companies and organizations in heavily regulated industries such as finance, healthcare, insurance, and more rely on RadarFirst for efficient and consistent incident response.

RadarFirst was formed in 2016 and is based in Portland, OR.

Vista Equity Endeavor Fund I acquired RadarFirst in November 2018.

Regulatory DataCorp

Former

Legal and Compliance

King of Prussia, PA

Foundation

Website

rdc.com

Year of Investment

2016

Status

Former

Headquarters

King of Prussia, PA

Company Profile

Governance, Risk, and Compliance software and data solutions for financial institutions and technology companies globally.

Regulatory DataCorp, Inc. is a leading provider of Governance, Risk, and Compliance (GRC) software and data solutions to banks, insurance companies, retailers, financial institutions, and hardware and software firms globally. The Company’s solutions help identify banned/suspect entities, strengthen fraud protection, ensure regulatory compliance, and manage supply and distribution risk. With the world’s largest and most comprehensive open source risk-relevant database of over 7MM profiles with risk-relevant information, RDC provides AML/KYC compliance, Politically Exposed Persons (PEP) protection, emerging market intelligence, and vendor screening and monitoring solutions.

RDC was founded in 2002 and is headquartered in King of Prussia, PA.

Vista Foundation Fund III completed the acquisition of RDC in August 2016.

Moody’s acquired RDC in February 2020.

Video

RDC AI and ML: Fighting Financial Crime

Watch Video
Relias Learning

Former

Healthcare

Morrisville, NC

Foundation

Year of Investment

2014

Status

Former

Headquarters

Morrisville, NC

Company Profile

Verticalized e-learning solutions through SaaS-based software and related course content.

Relias Learning, LLC is a leading provider of verticalized e-learning solutions through SaaS-based software and related course content. The solutions enable organizations to remain in compliance with regulatory and accreditation requirements and offer continuing education solutions to current employees. Relias Learning operates under the Silverchair Learning Systems and Essential Learning brands. Silverchair Learning Systems provides online education solutions for the senior care market, including skilled nursing facilities, assisted and independent living communities, continuing care retirement communities, home health agencies, and hospices. Essential Learning provides online education solutions for those working in the areas of behavioral health/addictions, children, youth and family services, community health care, corrections, and developmental disabilities. Relias has since expanded into the additional areas of hospice care and autism care training.

Relias’ solutions are used by more than 4,000 organizations and nearly 2 million professionals with over 1.5 million courses completed every month. Relias is headquartered in Cary, NC.

Vista Foundation Fund I completed a buyout of Essential Learning, LLC in March 2012. In May 2012, Vista Foundation Fund I completed a buyout of Silverchair Learning Systems, LLC. The two businesses merged and the combined company was renamed Relias Learning, LLC in August 2012.

Bertelsmann acquired Relias in November 2014.

Add-on Acquisitions

Autism Training Solutions, 2014

Autism Training Solutions (ATS) provides Applied Behavioral Analysis (ABA) training video clips and instruction for professionals and paraprofessionals within the field of Autism Spectrum Disorders and related behavioral disabilities. ATS features more than 2,000 ABA videos and over 60 hours of expert instruction.

Relias acquired ATS in June 2014

Hospice Education Network, 2014

Hospice Education Network (HEN) is the nation’s leading provider of hospice and palliative care education. HEN educational offerings cover a wide range of topics including administration, patient/family care, and leadership. Over 1,000 organizations and 95,000 healthcare professionals have used HEN to enhance their skills and meet their training needs.

Relias acquired Hospice Education Network in January 2014.

Care2Learn, 2013

Care2Learn delivers superior online education and training for the senior care industry and holds more than 70 state and national accreditations. Care2Learn offers individual courses as well as large-scale corporate training solutions for healthcare organizations featuring customizable and easily accessible online universities with a full range of tracking and reporting features.

Relias acquired Care2Learn in May 2013.

Silverchair Learning Systems, 2012

Silverchair Learning Systems provides learning management systems, course content, and authoring tools to skilled nursing and assisted living facilities, continuing care retirement communities, and home health agencies in North America. The Company’s SaaS offerings help clients address complex administrative needs associated with delivering and tracking mandatory employee training and communicating compliance with regional and national regulatory bodies.

Relias acquired Silverchair Learning Systems in May 2012.

Return Path

Former

Horizontal, Security

New York, NY

Foundation

Year of Investment

2014

Status

Former

Headquarters

New York, NY

Company Profile

Email optimization and email security solutions for enterprises, particularly those that rely on digital marketing to drive sales.

Return Path, Inc. is a provider of email optimization and cybersecurity solutions for enterprises, particularly those that rely on digital marketing to drive sales. The Company’s data products help customers understand how to optimize email response rates, protect their brands from phishing and fraud, and more deeply understand their consumers’ buying habits.

Return Path is headquartered in New York, NY with operations worldwide.

Vista Equity Partners Foundation Fund I completed a minority investment in Return Path in December 2014.

Vista sold a portion of its stake in the Company in February 2018 and exited Return Path in May 2019.

Reynolds & Reynolds

Former

Transportation

Dayton, OH

Flagship

Website

reyrey.com

Year of Investment

2006

Status

Former

Headquarters

Dayton, OH

Company Profile

Software solutions and services to support every aspect of automotive retailing.

The Reynolds and Reynolds Company delivers software solutions and services that support every aspect of automotive retailing. Serving dealers since 1927, it is a leading provider of dealer management systems and associated products and services. Reynolds and Reynolds enables automobile dealers to sell more cars and to improve customer service. The Company’s leadership is built on deep automotive industry experience, technological knowledge, and the unique ability to bring both together in solutions that connect car companies, automobile retailers, and consumers.

Vista Equity Fund II participated as the equity sponsor in a buyout of Reynolds and Reynolds in October 2006.

Vista exited Reynolds and Reynolds in December 2014.

SecureLink

Current

Security

Austin, TX

Endeavor

Year of Investment

2017

Status

Current

Headquarters

Austin, TX

Company Profile

Enterprise software platform for third-party remote support in secure, regulated industries. 

SecureLink is a leader in remote support software for enterprise technology vendors and their customers in highly regulated industries. The Company’s secure, purpose-built platform serves over 30,000 organizations worldwide across a range of industries including healthcare, financial services, legal, government, gaming, and retail.

SecureLink was founded in 2003 and is headquartered in Austin, TX, with an office in San Jose, Costa Rica.

Vista Equity Endeavor Fund I acquired SecureLink in August 2017.

Video

Jeff Swearingen, SecureLink: Laying The Foundation For Long-Term Growth

Watch Video
Video

Chip Pate, SecureLink: Focusing on a Shared Strategic Vision

Watch Video
Article

Laying the Foundation for Long-Term Growth

Read More
SER Solutions

Former

Telecom

Dulles, VA

Flagship

Year of Investment

2006

Status

Former

Headquarters

Dulles, VA

Company Profile

Outbound center management software solutions to support business activities such as planned and proactive customer care, telemarketing, collections, fundraising, emergency notifications, and political calling.

SER Solutions, Inc. delivered unsurpassed outbound contact center management software solutions to support business activities such as planned and proactive customer care, telemarketing, collections, fundraising, emergency notifications, and political calling. SER’s solutions enabled enterprises to turn customers into loyal, long-term sources of recurring revenue by generating increased customer loyalty, expanding up-sell and cross-sell opportunities, maximizing agent productivity, and reducing costs. The Company was headquartered in Dulles, Virginia with operations in North America, Europe, and Asia Pacific.

Vista Equity Fund II acquired majority ownership of SER through two transactions in June 2003 and July 2004.

Jack Henry & Associates acquired SER’s Synergy division in December of 2004.

SER’s Brainware division was spun-out to Vista Equity Fund II and management in February of 2006.

Gores Group acquired SER Solutions in February of 2006.

SirsiDynix

Former

Education

Provo, UT

Flagship

Year of Investment

2007

Status

Former

Headquarters

Provo, UT

Company Profile

Software solutions and associated services for libraries of all types (academic, public, corporate, government, public, and private K-12 schools, and special education).

Sirsi Corporation is the leading provider of software solutions and associated services for libraries of all types (academic, public, corporate, government, public/private K-12 schools, and special). The Company’s Integrated Library Systems (ILS) automate and optimize the entire operation of a library, as well as enhance a library’s ability to serve its users and community. In addition to its core ILS software, SirsiDynix offers other value-added products that help transform library technologies from staff-focused operational solutions to end-user focused solutions. Such solutions enable libraries to leverage their strong brands, presence within the community, and vast repositories of materials to remain a trusted and utilized destination for information and knowledge.

SirsiDynix has approximately 3,000 library and consortia customers which serve approximately 300 million people through more than 23,000 library outlets in the Americas, Europe, Africa, the Middle East, and Asia-Pacific.

The Company is headquartered in Provo, UT, with operations in Canada, EMEA, and APAC.

Vista Equity Fund II completed a buyout of SirsiDynix in January 2007.

SirsiDynix was acquired by ICV Partners in December 2014.

Add-on Acquisitions

Electronic Online Systems International, 2013

EOS International provides library software for legal, government, corporate, medical and other special library customers. For over 30 years, EOS has been developing, marketing, and supporting library automation and knowledge management solutions for over 1100 special libraries worldwide. EOS’s SaaS products allow special libraries to fulfill their core functions, including managing circulation, cataloging, serials, and acquisitions.

SirsiDynix acquired EOS in October 2013.

Social Solutions Global

Current

Government and Nonprofit

Austin, TX

Foundation

Year of Investment

2014

Status

Current

Headquarters

Austin, TX

Company Profile

SaaS-based performance management and case management solutions for the human services industry.

Social Solutions, Inc. is leading provider of SaaS-based performance management and case management solutions for the human services sector. Its solutions allow customers to measure the impact of their work on program participants, and the effectiveness of their programs and initiatives. Social Solutions currently serves over 1,000 paying customers, including non-profit organizations and local, state, and federal agencies. Its customer base represents over 4,000 entities, 16,000 programs, and 76,000 users.

Social Solutions was founded in 2000 and is headquartered in Austin, TX, with additional operations in Baltimore, MD.

Vista Foundation Fund II made an equity investment in Social Solutions in July 2014.

Add-on Acquisitions

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.

Article

When Choosing an Investment Partner, Look Beyond Capital

Read More
Video

Joel Martins, Social Solutions: A Balance of Autonomy and Support

Watch Video
Video

Kristin Nimsger, Social Solutions: When Choosing An Investment Partner, Look Beyond Capital

Watch Video
Solera

Current

Insurance

Westlake, TX

Flagship

Website

solera.com

Year of Investment

2016

Status

Current

Headquarters

Westlake, TX

Company Profile

Software and information solutions for the global insurance and automotive industries.

Solera is a global leader in risk and asset management data and software as a service solutions for the automotive and insurance industries. Solera is active in over 90 countries across six continents, and has over 235,000 customers and partners, including many of the largest U.S. and European P&C insurance companies and most of the world’s largest vehicle OEMs, as well as many national governments, financial institutions, vehicle dealerships, vehicle repair shops, salvage yards, and vehicle buyers and sellers. Since 2005, Solera has completed over 50 acquisitions across its insurance and automotive lines of business. Solera currently employs over 6,000 individuals across the globe.

Solera is based in Westlake, TX with operations worldwide.

Vista Equity Partners Fund V completed a take-private of Solera in March 2016.

Add-on Acquisitions

in4mo, 2019

in4mo is a leading Nordic provider of SaaS-based software and services to the property structure insurance and repair professionals market. The Company’s scalable mobile-first technology platform provides end-to-end property structural claims adjustments to insurers and repair service companies, facilitating claim processing from first notice of loss to repair fulfillment and payment.

Solera acquired in4mo in February 2019.

CESVI Brazil, 2018

The Center for Experimentation and Road Safety (CESVI) Brazil is a leading automotive research and experimentation center in Brazil. The Company focuses on providing insight, safety guidelines, and transparency, as well as training for vehicle repair facilities and their technicians, insurers, original equipment manufacturers, and governmental entities.
Solera acquired CESVI Brazil in December 2018 as part of a joint venture with MAPFRE S.A.

RedCap, 2018

RedCap is a mobility and logistics platform that enables seamless vehicle and customer movements in and around dealerships. The Company’s platform allows original equipment manufacturers and dealers to provide experiences to their service and sales customers, improving a dealership’s overall vehicle and customer logistics operations and effectiveness.

Solera acquired RedCap in March 2018.

Colimbra, 2017

Colimbra provides intelligent data exchange and transaction (“DET”) solutions for the insurance industry. The Company develops, implements, and maintains software that helps facilitate integration, communication, and data exchange between insurers, underwriters, and intermediaries across the insurance market.

Solera acquired Colimbra in June 2017.

Digidentity, 2017

Digidentity is a leading provider of next-generation technologies to secure and authenticate online identities. The Company provides end-to-end identity certification solutions for businesses and consumers to log in safely and securely online.

Solera acquired Digidentity in January 2017.

Autodata, 2017

Autodata is a leading provider of vehicle technical information to the automotive aftermarket, covering 136 manufacturers and over 40,000 vehicle models worldwide. Autodata develops products for use in automotive workshops for the repair and servicing of cars and motorbikes.

Solera acquired Autodata in January 2017.

Enservio, 2016

Enservio is a leading provider of claim related automation tools and business process outsourcing services to the residential and commercial property insurance contents marketplace. Insurance carriers rely on the Enservio platform to achieve the highest quality business outcome for their contents programs, driving superior policyholder satisfaction and efficient workflow.

Solera acquired Enservio in July 2016.

Year of Investment

2019

Status

Current

Headquarters

Fulton, MD

Company Profile

Integrated open-source governance and software supply chain automation.

Sonatype is a leading provider of integrated open-source governance and software supply chain automation technology. The Company’s platform enables DevOps teams and developers to automatically integrate security at every stage of the modern development pipeline by combining in-depth component intelligence with real-time remediation guidance. Sonatype is trusted by over 1,000 enterprise customers and millions of software developers to accelerate innovation and improve application security.

Sonatype was founded in 2008 and is based in Fulton, MD.

Vista Foundation Fund III made an equity investment in Sonatype in November 2019.

SourceNet Solutions

Former

Financial Services

College Station, TX

Flagship

Year of Investment

2000

Status

Former

Headquarters

College Station, TX

Company Profile

Comprehensive business process outsourcing solutions for finance and accounting processes.

SourceNet Solutions, Inc. provides comprehensive business process outsourcing solutions for Finance and Accounting (F&A) processes. The Company, founded in 1996 and headquartered in College Station, Texas, with operation centers in College Station and Reading, England, offered Fortune 1000 clients a complete outsourced solution for the various non-core F&A processes. These processes included corporate accounts payable, payroll and energy/utilities payment, and information management. SourceNet’s client portfolio included leading Fortune 1000 companies including AT&T Wireless, TXU Energy Services, BNSF, Cemex, Rite Aid, Intersil, Unilever, Doane Pet Care, Tenneco Automotive, and Service Corporation International (SCI).

Vista Equity Fund II acquired majority ownership of SourceNet through a variety of transactions from 2000 to 2004.

SourceNet was acquired by Mellon Financial in December of 2004.

Website

sovos.com

Year of Investment

2012

Status

Former

Headquarters

Boston, MA

Company Profile

Tax compliance and business-to-government reporting software for businesses.

Sovos Compliance, LLC is a global leader in tax compliance and regulatory reporting software that safeguards businesses from the burden and risk of compliance. The Sovos Intelligent Compliance Cloud combines regulatory analysis with a cloud software platform to create an adaptable and connected global compliance solution that helps businesses stay ahead of the changing regulatory environment. The Company supports over 4,500 customers and integrates with thousands of business applications from ERP to point-of-sale to bank backend systems.

Sovos Compliance was founded in 2012 and is based in Boston, MA, with operations worldwide.

Vista Equity Partners Fund IV completed a buyout of the Taxware business from ADP in December 2012 and subsequently rebranded the Company “Sovos Compliance.”

HgCapital acquired Sovos Compliance in November 2017.

Add-on Acquisitions

FiscalReps, 2017

FiscalReps is a leading provider of insurance premium tax (IPT) compliance solutions. Based in Europe, the Company provides tax compliance services and software to over 400 clients globally.

Sovos Compliance acquired FiscalReps in October 2017.

Paperless, 2017

Paperless is a leading electronic receipts and electronic document management company based in Latin America. Paperless provides long-term, scalable solutions that are implemented into over 40,000 systems. The Company’s electronic receipts and electronic document management technology processes over two billion documents per year for global enterprise businesses.

Sovos Compliance acquired Paperless in August 2017.

Invoiceware International, 2016

Invoiceware International is a leading provider of mission critical tax and e-invoicing software solutions that reduce the risk and cost of maintaining compliance for large multinational companies navigating the highly complex regulatory environment in Latin America.

Sovos Compliance acquired Invoiceware International in July 2016.

Imaging Science and Services, 2015

Imaging Science and Services, Inc. is a leading provider of cloud-based document management and compliance services. The Company’s TEAMS software helps retailers, manufacturers, and other businesses manage their sales and use exemption and resale certificates.

Sovos Compliance acquired ISSI in May 2015.

ShipCompliant, 2015

ShipCompliant is the leading compliance and tax solution provider for the beverage alcohol market. The Company provides an integrated SaaS-based platform for over 3,300 wineries, breweries, distilleries, and importers of beverage alcohol products, enabling clients to easily access consumer and wholesaler markets throughout the United States.

Sovos Compliance acquired ShipCompliant in April 2015.

Convey Compliance, 2014

Convey Compliance is a provider of third-party tax reporting technology and services to over 2,000 clients. Convey Compliance processed 250 million information returns in the 2014 tax filing season and is the leading filer of 1099 forms in the United States. Convey Compliance serves nearly half of the Fortune 500, including eight of the top 20 companies, 13 of the top 20 commercial banks, and seven of the top 20 health and life insurance companies.

Taxware and Convey Compliance merged in July 2014 and rebranded as Sovos Compliance in February 2015.

VAT Resource, 2014

Based in The Netherlands, VAT Resource is an independent VAT technology, consulting, and compliance outsourcing company. VAT Resource enhances Taxware already robust VAT content for tax determination, adds global VAT capability to the Company’s compliance software and outsourcing services, and expands Taxware’s European operations.

Sovos Compliance acquired VAT Resource in April 2014.

SRC Software

Former

Financial Services

Portland, OR

Flagship

Year of Investment

2002

Status

Former

Headquarters

Portland, OR

Company Profile

Planning, budgeting, and reporting solutions for mid-sized and large businesses.

SRC Software, Inc. was a leader in providing planning, budgeting and reporting solutions for mid-sized and large businesses. The Company’s Performance Management software combined an Excel-based user interface with the power of a relational database. The Company sold its software into a broad range of industries, with particular expertise in heath care and banking.

SRC was founded in 1984, and installed its first system in 1987. The corporate office was in Portland, Oregon, with additional sales offices throughout the United States, Europe, and Asia. The Company marketed its software through inside and outside sales, and strategic partners.

Vista Equity Fund II acquired majority ownership of SRC in May of 2002.

SRC was acquired by Business Objects in August of 2005 for approximately $100 million.

Stats Perform

Current

Media and Entertainment

Chicago, IL

Flagship

Website

stats.com

Year of Investment

2014

Status

Current

Headquarters

Chicago, IL

Company Profile

Sports software, data, and content platform.

Stats Perform is a leading provider of data, sports research, news and video content, and artificial intelligence-powered solutions to sports media and broadcasters, technology companies, global brands, sportsbooks, teams and leagues, and fantasy sports providers. The Company powers storytelling through natural language generation for sports broadcasters and tech companies, unlocks player props and precise projections for sportsbooks, and generates predictions to improve team performance and player evaluation. Stats Perform collects more than 30 million unique data points and distributes them to more than 1,800 customers reaching over three billion sports fans a year.

Stats Perform was founded in 1981 and is based in Chicago, IL, with operations worldwide.

Vista Equity Partners completed a buyout of the STATS, LLC business from Fox and the Associated Press in June 2014 and subsequently merged STATS with Perform, a provider of B2B sports data, when Perform was acquired by STATS in July 2019 from DAZN Group.

Add-on Acquisitions

TVTI Video Technologies, 2015

TVTI Video Technologies (“TVTI”) is a producer of video analytics software and provider of video technology and engineering for baseball and ice hockey. The Company sells its solutions and services to MLB and NHL teams.

Stats Perform acquired TVTI in May 2015.

Amisco Prozone, 2015

Amisco Prozone (“Prozone”) is a leading provider of sports performance data and analytics for athletic clubs, media organizations, and other customers worldwide. Prozone’s technology captures data from over 12,000 matches per year and Prozone maintains over 100,000 players in its database. Prozone has over 200 customers, including many of the world’s largest soccer clubs and multiple sports leagues.

Stats Perform acquired Prozone in May 2015.

Automated Insights, 2015

Automated Insights is a provider of real-time content automation for sports-related and other news. The Company transforms raw data provided by third parties into narratives, such as articles, summaries, and headlines, in an automated fashion referred to as Natural Language Generation (“NLG”). Ai’s NLG solutions allow its customers to provide large quantities of content to users without arduous amounts of manual labor or writing requirements.

Stats Perform acquired Automated Insights in February 2015.

The Sports Network, 2015

The Sports Network (“TSN”) provides real-time sports wire services that offer sports content such as news, stats, injury reports, instant scores, and weather. TSN covers major, secondary, and tertiary sports, and specializes in products around MLB, NBA, NHL, NFL, and College Football/Basketball. The Company has over 300 customers focused on media and broadcasting, and is the official source and distribution partner to the NHL.

Stats Perform acquired The Sports Network in February 2015.

Bloomberg Sports, 2014

Bloomberg Sports, a former division of Bloomberg, provides data and predictive analytics services for teams, broadcasters, and athletes. Bloomberg sports has also developed pre- and post-game commentary packs along with on-air graphics for broadcasters such as Sky Sports, Channel 4, Turner, and Fox.

Stats Perform acquired Bloomberg Sports in September 2014.

Video

Stats Perform AI and ML: Delivering Insights to the Global Sports Community

Watch Video
SumTotal Systems

Former

Horizontal

Gainesville, FL

Flagship

Year of Investment

2009

Status

Former

Headquarters

Gainesville, FL

Company Profile

Strategic human capital management software solutions including talent acquisitions, talent management, talent development, workforce management, and analytics.

SumTotal Systems, LLC is a leading provider of Strategic Human Capital Management software solutions including talent acquisition, talent management, talent development, workforce management, and analytics. The Company provides an integrated suite of talent management applications which include learning management, performance management, and compensation management. SumTotal’s solutions automate processes including aligning individuals’ goals with business objectives, developing the individual’s skills and competencies, assessing the individual’s performance, providing succession planning, and setting compensation based on performance.

The Company has 3,500+ customers and over 43 million users worldwide, and is widely recognized by industry analysts as a leading provider in all segments of Strategic HCM.

The Company is headquartered in Gainesville, FL, with operations across North America, EMEA, and APAC.

Vista Equity Partners Fund III completed a buyout and take-private of SumTotal in July 2009.

Vista sold a majority stake in the Company in September 2014 to Skillsoft plc and retains a minority stake in the combined company.

Add-on Acquisitions

CyberShift, 2011

CyberShift is an industry leader in strategic workforce management and expense management software, offering innovative visualization and mobile solutions for time and attendance, advanced scheduling, absence management, and Family and Medical Leave Act (FMLA) and leave management. CyberShift is the only enterprise solution vendor in Workforce Management with a true Software-as-a-Service (SaaS) offering.

SumTotal acquired CyberShift in July 2011.

GeoLearning, 2010

GeoLearning is a leading provider of SaaS-based learning management and extended enterprise solutions for both commercial customers and government agencies. The Company offers the GeoMaestro platform, an enterprise-class learning management platform that allows organizations to assess employee competencies, skill deficiencies and training needs, deliver required training initiatives, and assess/measure learning effectiveness.

SumTotal acquired GeoLearning in December 2010.

SoftScape, 2010

Softscape is a provider of performance management, compensation, learning, and other core HR management software products. It offers the Softscape Apex platform, a software suite that combines talent management, core HR management, and on-boarding solutions.

SumTotal acquired Softscape in September 2010.

Accero, 2008

Accero is a leading developer of payroll processing and human resource management software and services. The Company provides solutions that seamlessly integrate and streamline human resources and payroll processes with a customizable suite of products designed to empower users to efficiently and securely manage mission-critical HR and payroll functions.

Vista Equity Partners originally purchased Accero as a standalone investment in January 2008. SumTotal later acquired Accero in July 2011 as part of their strategy to offer a complete end-to-end set of solutions for all elements of strategic human capital management.

Sunquest Information Systems

Former

Healthcare

Tucson, AZ

Flagship

Year of Investment

2007

Status

Former

Headquarters

Tucson, AZ

Company Profile

Clinical and financial software solutions for the healthcare industry.

Sunquest Information Systems, Inc. is a leading provider of clinical and financial software solutions for the healthcare industry. The Company designs, develops, and supports a comprehensive suite of information products for hospitals and commercial laboratories that include best-of-breed laboratory, radiology, and pharmacy software systems.

For over 25 years, the Company has been dedicated to providing software solutions that enable quality patient care, clinical safety, and operational efficiencies. The Sunquest Laboratory™ system was recognized as “Best in KLAS” by the industry for the past three years. Sunquest’s solutions are deployed in over 1,200 U.S. hospitals and commercial laboratories, and at over 60 customers in Canada, the U.K., Western Europe, and the Middle-East.

The company is headquartered in Tucson, Arizona with operations in Tucson, AZ and Bangalore, India.

Vista Equity Partners Fund III completed a buyout of Sunquest in October of 2007.

Sunquest completed an equity recapitalization with an investment group led by Huntsman Gay Global Capital in December of 2010 and was acquired by Roper Industries in August 2012 for $1.4 billion.

Add-on Acquisitions

PowerPath, 2011

PowerPath, a diverstiture of Sweden-based Elekta AB’s Anatomic Pathology Laboratory Information System (LIS) business, is the software line that manages workflow for laboratories offering surgical pathology, cytology, dermatopathology, and autopsy services.

Sunquest acquired PowerPath in October 2011.

PAML, 2008

Outreach Advantage (designed by Pathology Associates Medical Laboratories) provides a solution that performs hospital outreach services for other laboratories. These include an integrated route planning, scheduling, dispatch, and specimen tracking system, a CRM designed specifically for the clinical laboratory industry, and a set of integration tools and web products that provide flexible connectivity to EMRs for diagnostic lab orders and lab results.

Sunquest acquired Outreach Advantage in December 2008.

Anglia, 2008

Anglia specializes in laboratory information, e-requesting, and order communication systems, supplying both the primary and secondary care sectors. Anglia provides data messaging products that enable lab requesting and reporting for hospital clinicians and external GPs through a web-based user interface.

Sunquest acquired Anglia in November 2008.

Surgical Information Systems

Former

Healthcare

Alpharetta, GA

Flagship

Year of Investment

2006

Status

Former

Headquarters

Alpharetta, GA

Company Profile

Integrated surgery management software solutions for the healthcare industry.

Surgical Information Systems, LLC is a leading provider of integrated surgery management software solutions for the healthcare industry. The Company provides solutions that empower operating rooms to address the most critical challenges facing hospital surgery departments today — patient safety and financial strength. More than 250 hospitals, ranging in size from community hospitals to integrated delivery networks, benefit from SIS technology and services. From scheduling to clinical documentation to materials management, the SIS solution generates the information and the business processes that enable healthcare providers to improve efficiency and patient safety and to manage their surgery department as a business.

Founded in 1996 and headquartered in Alpharetta, GA, the Company has operations in North America and India. SIS employs more than 200 professionals.

Vista Equity Fund II completed a management buyout of SIS in February of 2006.

Surgical Information Systems was acquired by Norwest Equity Partners in December of 2010.

Add-on Acquisitions

Statcom Source Code, 2008

The Statcom source code provides a perioperative specific solution for patient tracking and logistics management in hospitals.

SIS acquired Statcom’s source code in December 2008.

Website

tibco.com

Year of Investment

2014

Status

Current

Headquarters

Palo Alto, CA

Company Profile

Real-time enterprise data software for faster, smarter decision-making.

TIBCO Software Inc. is a provider of integration, data management, and analytics software that makes it possible to unlock the potential of real-time data for making smarter, faster decisions. The company’s Connected Intelligence platform seamlessly connects applications and data sources; unifies data for greater access, trust, and control; predicts outcomes in real-time and at scale; and enables businesses to solve complex data-driven challenges. TIBCO has thousands of customers across the globe that rely on its platform to build compelling experiences, energize operations, and propel innovation.

TIBCO is headquartered in Palo Alto, CA with operations worldwide.

Vista Equity Partners Fund V completed a take-private of TIBCO in December 2014.

Add-on Acquisitions

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, 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, 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, 2015

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.

TIBCO acquired Mashery in August 2015.

Article

Connecting Data to Decision-Making

TIBCO is using artificial intelligence and machine learning to provide actionable insights for [...][...]

Read More
Video

TIBCO AI and ML: Connecting Data to Decision-Making

Watch Video

Year of Investment

2016

Status

Current

Headquarters

Vienna, VA

Company Profile

Interconnect and settlement software solutions for the global telecommunications industry.

Tomia, Inc. is a leading provider of interconnect and settlement software solutions to telecom communication service providers (CSPs) worldwide. The Company’s products drive ROI for customers by enabling and optimizing the connecting, routing, and transfer of voice, video, and data from one CSP’s network to another. Tomia supports a global community of over 4,000 carriers, including 38 of the top 40, and processes over 300 billion voice, SMS, content, and data minutes each year. The Company’s solutions serve as the standard in electronic information exchange for the telecom industry, offering carriers an unprecedented level of visibility and control of their interconnect traffic.

Founded in 1996, Tomia is headquartered in Vienna, VA with operations worldwide.

Vista Foundation Fund II completed its acquisition of Telarix in January 2016 and subsequently acquired Starhome MACH in November 2018. The combined company rebranded under the name Tomia in February 2019.

Add-on Acquisitions

Starhome MACH, 2018

Starhome MACH provides SaaS and on-premise mobile roaming software solutions to telecom carriers. The Company’s solutions apply advanced analytics algorithms to real-time network and clearing data, extracting real-time insights to drive immediate action and deliver measurable business value.

Tomia acquired Starhome MACH in November 2018.

TransFirst

Former

Horizontal

Hauppauge, NY

Flagship

Year of Investment

2014

Status

Former

Headquarters

Hauppauge, NY

Company Profile

Transaction processing services and payment processing technologies.

TransFirst Holdings, Inc. is a leading provider of secure transaction processing services and payment enabling technologies to over 200,000 merchants. TransFirst offers innovative products and services designed with financial institution, independent sales organization, healthcare, e-commerce, government, and merchant customers’ unique needs in mind.

TransFirst was founded in 1995 and is headquartered in Hauppauge, New York.

Vista Equity Partners Fund V completed its acquisition of TransFirst in November 2014.

TSYS acquired TransFirst in April 2016.

Year of Investment

2015

Status

Current

Headquarters

Addison, TX

Company Profile

Integrated record-to-report software solutions that help businesses expedite and manage the financial close process.

Trintech, Inc. pioneered the development of Financial Corporate Performance Management (FCPM) software to optimize the Record to Report process. From supporting high volume transaction matching and streamlining daily operational reconciliations, to automating and managing balance sheet reconciliations, journal entries, bank fee analysis, governance, regulatory and financial reporting, and risk and compliance – Trintech’s portfolio of financial solutions, including Cadency®, Trintech Disclosure Management®, ReconNET™, and T-Recs®, help manage all aspects of the financial close process. Over 1,700 clients worldwide – including the majority of the Fortune 100 – rely on our cloud-based software to increase efficiency, reduce costs, and improve governance and transparency across global financial organizations.

Headquartered in Dallas, Texas, Trintech has offices located in the United States, United Kingdom, Australia, France, Ireland, the Netherlands, and the Nordics, as well as strategic partners in South Africa, Latin America, and Asia Pacific. To learn more about Trintech, visit www.trintech.com.

Vista Foundation Fund II completed its acquisition of Trintech Group PLC in September 2015.

Summit Partners purchased a majority interest in the Company in December 2017.

Add-on Acquisitions

Adra, 2017

Adra is a leading provider of data matching and accounting reconciliation software solutions to automate and streamline the financial close process. The Company’s software provides accounting and finance team efficiency, control, and accuracy. Adra has over 1,400 customers in more than 30 countries across a wide range of industries, including energy, financial services, insurance, IT and telecom, manufacturing and industry, retail, transport, travel, and wholesale.

Trintech acquired Adra in October 2017.

Chesapeake System Solutions, 2016

Chesapeake System Solutions is a leading provider of financial transaction account reconciliation and treasury solutions. The Company’s T-Recs® account reconciliation workflow software helps manage general ledger activities, ledger matching, and journal entry, as well as review and approval processes. Additional Chesapeake solutions include unclaimed property compliance, cash and liquidity management, planning and control, and “what-if” budgeting analysis.

Trintech acquired Chesapeake in May 2016.

Video

Teresa Mackintosh, Trintech: Growing Your Business Through Improved Processes

Watch Video
Article

Growing Your Business Through Improved Processes

Read More
Video

David King, Trintech: Developing with a Network of Peers

Watch Video
Tripleseat

Current

Hospitality

Concord, MA

Endeavor

Year of Investment

2017

Status

Current

Headquarters

Concord, MA

Company Profile

Cloud-based software platform for event planning and management.

Tripleseat is a leading event sales and management platform for restaurants and venues. The Company’s cloud-based platform helps restaurants, hotels, and unique venues simplify event sales and manage workflows from initial inquiry through day-of execution, optimizing the overall event planning process. The Tripleseat platform has helped venues book over 6.5 million events for more than 55,000 event managers.

Tripleseat was founded in 2008 and is based in Concord, MA.

Vista Equity Endeavor Fund I acquired Gather in September 2017 and subsequently merged Gather with Tripleseat when Vista Endeavor Fund I acquired Tripleseat in February 2020.

Add-on Acquisitions

EVENTUp, 2018

EVENTUp is a provider of online group dining and special event booking services for commercial and restaurant venues. The Company has over 7,000 sites on its platform, generating traffic of over one million visitors to its website.

Tripleseat acquired EVENTUp in June 2018.

Upserve

Current

Hospitality

Providence, RI

Foundation

Year of Investment

2017

Status

Current

Headquarters

Providence, RI

Company Profile

Cloud-based point of sale, payment, and analytics solutions for restaurant management.

Upserve, Inc. provides thousands of restaurants with management, analytics, credit card processing, and point of sale solutions to increase efficiencies and improve customer relationships. The Company’s platform seamlessly integrates with over 25 platform partners to enable critical restaurant functionality such as payment processing and back-of-house management and its advanced transaction analytics capabilities allow restaurateurs to gather essential sales data. Upserve processes billions in transaction volume annually and serves hundreds of millions of meals per year.

Upserve was founded in 2009 and is based Providence, RI, with operations in San Francisco, CA, and New York, NY.

Vista Foundation Fund III made an investment in Upserve in July 2017.

Add-on Acquisitions

SimpleOrder, 2018

SimpleOrder is a restaurant inventory management software that helps restaurant owners streamline operations, cut food costs, and grow profits. The Company gives restaurants control over back-of-house operations with real-time food costing, automated inventory management, and one-click purchasing.

Upserve acquired SimpleOrder in July 2018 and rebranded the Company Upserve Inventory.

Website

upside.com

Year of Investment

2017

Status

Current

Headquarters

Washington, D.C.

Company Profile

Online travel booking and management platform built for small and medium-sized businesses.

Upside Business Travel is an online travel service for small enterprises. The Company’s end-to-end digital platform leverages big data to improve business travel through transparent pricing and superior customer support. Upside’s platform includes access to domestic and international air travel, hotels, and rental cars.

Upside is based in Washington, D.C.

Vista Equity Partners Fund VI completed a minority investment in Upside in June 2017.

Ventyx

Former

Energy

Atlanta, GA

Flagship

Website

ventyx.com

Year of Investment

2005

Status

Former