Current Investments

Moxe enables the secure and automated exchange of clinical data between healthcare providers and health plans through direct integration within electronic health records (EHRs). By automating historically manual record retrieval processes, Moxe reduces administrative burden for providers while delivering timely, structured clinical data to health plans in a format ready to support mission-critical operational and quality workflows.

Altimeter Solutions Group is a technology-enabled managed repair platform that streamlines the repair and restoration experience for insurance carriers, contractors, and policyholders. Its integrated technology and national contractor network drive faster repairs, higher quality outcomes, and improved predictability.

Founded in 2016 and based in Anaheim, CA, Staff Boom is a leading outsourced services provider specifically tailored for the insurance industry.  The company delivers back-office and customer support through dedicated, on-shift teams that work directly within client systems, combining deep insurance expertise with tech-enabled solutions such as data cleansing, process automation, and advanced analytics to improve efficiency and accuracy.

The Millennium Alliance is a peer-to-peer executive events platform that hosts assemblies and dinners to facilitate direct 1:1 engagement between enterprise and mid-market B2B companies and C-suite executives, driving bottom-of-funnel lead generation and sales enablement.

The Hardenbergh Group, a leading provider of credentialing, physician peer review and consulting services, merged with Sentact and Preverity in May 2025, unifying the three high-performing organizations into a single, integrated brand under the Sentact name. This strategic combination establishes a category leader in patient safety and experience, clinical risk mitigation, and healthcare compliance, serving the nation’s top health systems with a next-generation platform that combines technology, data, and healthcare expertise.

Tiger 21 is a leading global exclusive peer network community of ultra-high-net-worth entrepreneurs, investors, and executives.

Kami is a leading classroom engagement and teacher productivity content provider to the US and global K12 market, with over 40 million teachers & students on the platform across over 2,000 US districts and 180 countries around the world.

Founded in 2012 and based in Reston, VA, CyberSheath helps sub-contractors comply with complex Department of Defense (DoD) cybersecurity regulations, including the Cybersecurity Maturity Model Certification (CMMC) paradigm to ensure its contractors align with DoD’s information security requirements and measures are taken to protect sensitive data from cybersecurity attacks. The Company’s solution set includes end-to-end compliance from assessment, implementation, and ongoing system management, as well as tailored 24/7/365 security services.

Founded in 2018 and based in Huntington, NY, Balance Partners is a leading multi-program MGA, focused on niche segments in large underlying insurance markets, leveraging deep industry experience and relationships to nimbly underwrite attractive risks.

Founded in 2002, CallTower enables the digital workplace by providing global enterprise cloud communications and collaboration solutions on leading platforms including Microsoft Teams, Zoom, Cisco Webex, Five9, and others. CallTower is based in South Jordan, UT and serves over a million end points covering over 75 countries.

UFS provides purpose-built banking solutions with extraordinary service to community financial institutions. Its comprehensive offerings include core banking technology, managed IT services, cybersecurity as a service, hardware and infrastructure and advisory services. Founded in 1991 by three community banks and headquartered in Grafton, Wisconsin, UFS partners with over 400 financial institutions across the United States.

Domaine is the world’s largest independent Shopify design and development partner, providing enterprise brands with implementation and retainer solutions to support their commerce journey exclusively on the Shopify Platform.

Headquartered in Tampa, Florida with ten offices in the United States and one location in the Philippines, Imagenet is the leading provider of digital transformation, contact center and claims adjudication services for health plans.

Founded in 2002 and based in Hudson, New Hampshire, Rightworks provides a leading end-to-end cloud collaboration platform, purpose built for the needs of the accounting ecosystem. The Company’s suite of solutions includes cloud collaboration, software and licensing, and education products for the management of key accounting, tax and 300+ other connected business applications, along with critical services such as disaster recovery, security and support.  Rightworks’ cloud platform is built with patented virtualization software and enables more effective collaboration between accounting firms and their clients. The Company supports ~250,000 users worldwide, including over 10,000 accounting firms.

ArchLynk is a leading end-to-end SAP Digital Supply Chain solutions company, with deep expertise in SAP Transportation Management and Global Trade. ArchLynk is disrupting the global trade and supply chain consulting industries by providing customers with the world’s leading experts and efficiency-driving AI/ML technology under one roof.

Founded in 2007 and based in Kalamazoo, MI, Level Data is a provider of  real-time data validation, cleansing, reporting and analytics software tools to the U.S. K-12 market.

Founded in 1978 and based in Omaha, NE, gWorks provides an integrated software ecosystem that delivers full-service government operations solutions, including geographic information system mapping, physical asset management, fund accounting, payroll, utility billing, and citizen engagement functionality.

Founded in 1983, Source Advisors is a market leading specialized tax solutions and software firm providing R&D Tax Credits, Cost Segregation, §179D, §45L, and LIFO inventory solutions to clients across a range of industries and geographies. The company provides a comprehensive solution suite to its customers through a combination of highly technical consulting and proprietary software tools. The company is headquartered in Fort Worth and has over 150 employees.

Founded in 1996 and headquartered in Piscataway, NJ, Marlabs is an end-to-end IT services provider that enables its enterprise and mid-market customers to build and manage IT applications and infrastructure and “future-proof” their business.  Marlabs provides these services with a highly skilled roster of US and Indian employees delivered via two complementary models: professional services and digital solutions.

Founded in 2018 and headquartered in Franklin, MA, Intentsify is an intent data software and solutions provider that helps B2B marketing teams activate intent data so they can scale demand and revenue more effectively.

Founded in 1996 and based in Winston-Salem, North Carolina, EMS Management & Consultants is the leading provider of revenue cycle management and technology solutions for the emergency medical services (EMS) industry.

Founded in 2012 and headquartered in New York City, Ubiquity is the leading customer experience and banking operations services provider for highly complex industries, particularly Fintech and Healthcare.

Founded in 2015 and based in Austin, Texas, SupportNinja is a high-end outsourcing solutions provider experienced in helping companies outsource for the first time by building a training program and knowledge base, improving support processes and providing best-in-class offshore teams. SupportNinja offers scalable customer support, technical support and back-office support outsourcing for the world’s fastest growing and most innovative companies.

Careerminds is a technology- and data-enabled career services platform that offers a full suite of job search, recruiting services, career development and other related services to individuals across their professional journey. The Company provides its “all-in-one career companion” solutions both directly to professionals and to enterprise customers.

Founded in 2009 and headquartered in Baltimore, MD, StraighterLine provides scalable solutions to deliver affordable, effective, and accelerated learning pathways to formal degree programs. The programs provided are student-paced, widely recognized in the industry, and guaranteed to be accepted for credit at over 130 universities and colleges in the United States. StraighterLine focuses on delivering general education courses targeted towards the modern learner and has a proven track-record of improving outcomes for both students and universities. StraighterLine delivers courses through three primary channels, including direct-to-consumer, college referral, and college white-label, which allows higher education institutions and corporates to offer StraighterLine courses under their own branding.

Founded in 2004 and headquartered in Wakefield, MA, Veracross is the premier student information system provider to the K-12 independent school market in the U.S. and internationally. The Company offers a fully integrated software solution including a core CRM and foundational products such as Admissions, Development, Business, Academics, and Communications.  Veracross’ system offers one database and one record for each person, and acts as the backbone to all data and software used across a school by teachers, administrators, and parents.

Founded in 2006 and headquartered in Austin, Texas, Consero is a software-driven provider of fully outsourced finance and accounting solutions for high-growth SMBs and middle market enterprises. The Company’s fully-managed financial solution enables companies to quickly and cost-effectively scale their finance function with a high degree of financial transparency and insight. Clients have access to a real-time dashboard of financial reporting and analytics through Consero’s cloud-based software platform. The Company’s customer base is comprised primarily of high-growth SMBs across a variety of verticals including: software and technology, healthcare, consumer, and business services.

Headquartered in Toronto, Precision Nutrition was co-founded in 2005 by John Berardi and Phil Caravaggio.  The Company is the market leader in providing nutrition coaching certifications and software to fitness and wellness professionals throughout North America, Australia, and parts of Europe.  Through a unique combination of three distinct but related business lines of nutrition coaching, nutrition coaching certification, and  PN’s ProCoach nutrition coaching SaaS platform, PN enables health and wellness professionals to provide life-changing nutrition coaching services to clients.

EdTech Holdings is a holding company comprised of growing educational technology companies dedicated to providing educators and school administrators with tools to create safer, more connected schools.  Its current investments include SchoolMint and Hero K12.  SchoolMint is a leading provider of cloud-based student enrollment and school choice systems for PreK-12 district, charter, and independent schools.  Hero K12 provides schools with a system to capture and collect data that allows them to replace traditional discipline policies with initiatives that emphasize and recognize positive behaviors.  Through these companies, EdTech allows schools to better connect with families and students starting from the first possible interaction and continuing through the entire student journey.

Founded in 1983 and headquartered in Calgary, AB, geoLOGIC develops and supplies integrated software and data solutions to oil and gas exploration and production companies and related industries in North America. The Company is a premier provider of mission critical software and data products that are deeply embedded in client company workflows and support clients’ large scale asset planning and operating decisionmaking.