INVESTING IN PROMISING SOFTWARE AND SOFTWARE DRIVEN COMPANIES

We invest in great tech companies and look to generate returns by helping our portfolio companies achieve their goals. We invest up to $5M through dedicated funds from our firm’s partners, advisors and clients. We pursue investment opportunities when they complement the interest of our strategy and banking clients.

We provide our portfolio companies superior support via our Strategy and I-Banking platforms that deliver differentiated insight as well as connectivity to capital and strategic partners.

Key Facts

  • Sector Focus: Companies whose core competitive asset is software
  • Company Stage: Growth and PE deals - strong risk reward
  • Typical Investment: $3M- $5M
  • Exits: M&A, Re-caps & IPO
  • Active Portfolio Support: Strategy, Public & Private Capital Raising, M&A
  • Operating Experience: C-Suite & Board, and over 25 years of Investing

Our Approach

By virtue of our operating businesses, we have strong access to leading deal-flow. Our strategy is to co-invest with top tier financial sponsors that are consulting clients or have invested in private placements in companies banked by our IB practice.

We are active investors who assist our companies to achieve high growth. We have provided operating management to one of our most successful companies, and advised others on growth and technology strategy.

Portfolio

    Active
  • Offerpop
    Location: New York, NY
    Year of Investment: 2012
    Offerpop is an engagement marketing platform that helps brands engage & convert consumers while building rich customer profiles to drive ROI
  • Tongal
    Location: Santa Monica, CA
    Year of Investment: 2012
    Tongal connects businesses that need creative work with an always-on network of writers, directors, and production companies who deliver it.
  • Infogix
    Location: Naperville, IL
    Year of Investment: 2016
    Infogix is focused on data analysis to ensure our customers make critical business decisions based on data they can trust.
    Exited
  • HealthcareSource
    Location: Woburn, MA
    Year of Investment: 2008
    Exit date: May 27, 2015
    ACQUIRED BY FRANCISCO PARTNERS. HealthcareSource is the leading provider of talent management software for the healthcare industry.
  • CapsuleTech
    Location: Andover, MA
    Year of Investment: 2012
    Exit date: September 14, 2015
    ACQUIRED BY QUALCOMM LIFE. Capsule is the world's leading, award-winning provider of solutions for medical device connectivity.

Portfolio News

  • 2016
    • Offerpop Unveils Photo Lab: Snapchat-Like Features in Owned Channels, August 24, 2016
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    • Infogix Poised for Growth with the Addition of Mark Ludtke as Executive Vice President of Worldwide Services and Support, August 23, 2016
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    • Why Vaughan Emsley Left an Old School Ad Giant for Tongal’s Crowdsourced Creative, August 23, 2016
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    • Tongal Hires Former Saatchi P&G Client Lead To Woo Big Clients, August 8. 2016
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    • Infogix Offers New eLearning Training Modules, July 27, 2016
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    • Offerpop Switches to Xactly to Scale Its Compensation Process Growth, June 22, 2016
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    • National Campaign Encourages Acceptance and Support for Refugees in the U.S., June 20, 2016
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    • Infogix Streamlines Western Health Advantage EDGE Server Submission, May 25, 2016
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    • Infogix Achieves Milestone Year with Strong Revenue Growth, Successful Acquisition and Expanded Customer Base, May 11 2016
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    • Wolters Kluwer's BizFilings Launches Partnership With Tongal, April 28 2016
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    • Infogix Selected by Harford Mutual to Ensure Data Accuracy for their Guidewire Core System Transformation, April 21 2016
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    • Infogix Introduces Data Science as a Service, April 6 2016
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    • Marketers Eye Multichannel Networks For Content Distribution, March 28 2016
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    • Infogix Data Analysis Capabilities Now Supports Big Data Environments, March 15, 2016
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    • Under new ownership, Infogix looks to expand Enterprise Data Analysis Platform adoption, March 11, 2016
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    • How Sam’s Club Scored 24 Million Views for Private Label Diaper Ad, March 7, 2016
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    • Infogix Promotions Affirm Commitment to Products and Customers, March 2, 2016
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    • Winning the Big Game – Offerpop, February 3, 2016
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    • Tongal Hires Digital Marketing Leader Amanda Malko as Chief Marketing Officer, January 27, 2016
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    • Infogix, Inc. Announces Partnership with Cynosure, January 22, 2016
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    • Offerpop is named a Sitecore Silver Technology Partner, January 20, 2016
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    • Tongal Signs with United Talent Agency to Provide Brands and Media Companies Access to the World’s Top Talent and Emerging Storytellers, January 19, 2016
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    • Thoma Bravo Acquires Infogix, Inc., January 5, 2016
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  • 2015
    • Offerpop Ranked Number 42 Fastest Growing Company in North America on Deloitte’s 2015 Technology Fast 500™, November 17, 2015
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    • Tongal Selected as Facebook Marketing Partner for Content Marketing, October 29, 2015
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    • Offerpop Announces Integration with Instagram Ads API, September 30, 2016
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    • Tongal Is Changing the Way We Reach Markets in All Areas on Worldwide Business with kathy Ireland, September 30, 2015
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    • Winners of Tongal Filmmaking Competition Announced by Wolters Kluwer's BizFilings, September 18, 2015
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    • Qualcomm Acquires Capsule To Bolster Its 'Internet Of Things' Strategy In Healthcare, September 14, 2015
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    • Calling All Girls! American Girl® Announces Nationwide Casting Call With Creative Platform Tongal, August 10, 2015
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    • Tongal Is Changing the Way We Reach Markets in All Areas, July 31, 2015
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    • Tongal Partners with Nokia for Groundbreaking Virtual Reality Film Project, July 29, 2015
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    • Offerpop Launches Audience Explorer Analysis Tool, June 24, 2015
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    • Frost & Sullivan Honors CapsuleTech for Delivering Significant Value to Hospitals with its SmartLinx Medical Device Information System, May 29, 2015
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    • Francisco Partners to Acquire HealthcareSource, April 28, 2015
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    • CapsuleTech Partners with Masimo to Integrate Masimo SET® Pulse Oximetry Technology into SmartLinx Vitals Plus® Patient Monitoring System, april 14, 2015
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    • Facebook Marketing Partner Offerpop Adds Consumer Data to SaaS Platform, April 7, 2015
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    • Baptist Health Selects Capsule for Medical Device Integration in High Acuity Areas, April 7, 2015
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    • Offerpop Expands Industry-Leading Engagement Marketing Platform with Consumer Data Product, March 31, 2015
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    • Q&A: Why big brands are crowdsourcing creative content on Tongal, March 27, 2015
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    • DirecTV taps Tongal to crowdsource its next documentary, March 18, 2015
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    • HealthcareSource Announces Exclusive Agreement with Lean Human Capital to Resell Recruitment Optimization Services, March 17, 2015
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    • Offerpop Integrates Slyce Technology to Automate Visual Product Recognition for Their Brand & Retailer Roster, February 25, 2015
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    • HealthcareSource Announces Significant Expansion to Their Course Catalog, February 19, 2015
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    • Capsule Tech’s DataCaptor Captures “Best in KLAS” Award, February 11, 2015
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    • HealthcareSource Announces HealthcareSource Pay Data Compensation Market Data Solution, February 4, 2015
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    • Offerpop Reports Strong 2014 Sales Growth Fueled by Powerful Consumer Engagement Marketing Campaigns, February 4, 2015
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    • Tongal, Gates Foundation’s Sundance Docs To Be Distributed Digitally, January 30, 2015
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    • Tongal's 2014 by the numbers [infographic], January 23, 2015
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    • HealthcareSource Now Supported on Imprivata Single Sign-On Platform, January 20, 2015
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  • 2014
    • University of Arkansas for Medical Sciences Medical Center Realizes Major Benefits from Deploying Capsule's SmartLinx Chart Xpress in Med-Surg, December 2, 2014
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    • Tech Company Offerpop Moves Office to Flatiron, November 17, 2014
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    • Offerpop Grows Executive Team with Key New Hires and Promotions, November 14, 2014
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    • Tongal, eLance, and Topcoder Will Change How You Compete, November 7, 2014
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    • Offerpop Doubles Sales in First Half of 2014 as Brands Seek Customer-Driven Campaigns That Unite Social, Digital and Traditional Marketing, July 29, 2014
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    • Tongal, Ben & Jerry's to Launch 'One Love' Music Video to Celebrate Bob Marley's 'Legend', June 26, 2014
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    • Offerpop turns your tweets & Facebook posts into ads — & it just got $15M, June 3, 2014
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    • Offerpop Introduces Next-Generation Digital Marketing Platform to Reach Connected Consumers, May 8, 2014
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    • Tongal Hands Out 13 'Tongies' To Honor Creative Community At First-Annual Awards Show, April 3, 2014
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    • Offerpop Wins Bronze Stevie® Award in 2014 Stevie Awards for Sales & Customer Service, February 27, 2014
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    • Offerpop More Than Doubles Revenue and Headcount in 2013, Expands Global Operations, January 28, 2014
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  • 2013
    • Veteran Software Executive Gail Ennis Joins Offerpop Board, December 10, 2013
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    • Offerpop Releases Hashtag Gallery, Empowering Marketers to Manage User-Generated Content at Scale, November 6, 2013
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    • Capsule and Partners Implement First ICU Alarm Management System in Europe, October 28, 2013
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    • Offerpop Launches Facebook Poll App for Brands, October 9, 2013
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    • Tongal, Spitfire Enter Film Crowdfunding Game with Documentary Contest, September 26, 2013
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    • Offerpop Launches App for ExactTarget HubExchange, July 16, 2013
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    • A Tongal-Produced Ad Scores a Super Bowl Touchdown, May 4, 2013
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    • Offerpop Releases First Photo Contest App with One-Click Open Graph Actions, April 9, 2013
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    • HealthcareSource Reference Assessments Streamline Hiring and Improve Reference Checking Process for Leading U.S. Healthcare Organizations, April 8, 2013
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    • Tongal Partners With GE, Spends $1 Million Total On Freelance Creators, March 4, 2013
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    • Facebook marketers: Offerpop’s new tools boosting engagement 84% and loyalty 195%, February 19, 2013
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    • Killing it in enterprise via the Dropbox strategy, Offerpop adds new ‘big data’ product, January 21, 2013
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    • Tongal Raises $15M For Platform That Lets Anyone Compete To Make Branded Video Campaigns, January 13, 2013
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  • 2012
    • HealthcareSource acquires NetLearning, Dec 6, 2012
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    • Facebook App of the Week: Social Marketing with Offerpop, December 4, 2012
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