Led · Series A · Sep 2022

Led by CEO Jeffrey Hull, SavvyFi is a Nashville, Tenn.-based fintech platform that enables employers to provide college savings and student loan repayment benefits to their employees. The product includes cashback and crowdfunding features and is designed to be "zero-touch" to HR, requiring no complicated systems, integrations, or paperwork. The company raised $4.9M in a Series A funding round led by Aligned Partners. SavvyFi plans to use the funds to expand its education financing platform to accommodate interest from global partners in joint partnerships. The platform aims to make college savings and student loan repayment plans accessible and a benefit for employees.

Led · Series A · Sep 2018

Accrualify provides procure-to-pay spend management software that automates purchase order approvals, accrual estimate bookings, invoice processing and vendor onboarding. Its suite of products targets the high cost to process a single supplier invoice, communication gaps between accounts payable and vendors or non-finance employees, excess manual data input, and the lack of a single source of truth for company spend. Products are available individually or as a suite and integrate with users' ERP systems and bank accounts. In 2018 over 10,000 users utilized the company’s platform. The company raised new funding to accelerate growth, expand its technology infrastructure, and produce product enhancements. Management plans further investment in machine learning and artificial intelligence as part of those enhancements. Accrualify provides a SaaS-based spend and vendor management platform that automates and streamlines processes enterprise-level accounting teams must complete daily. Core features include automated accruals, a self-serve vendor portal, and integrated electronic payments. Add-on modules include PO Manager, Invoice Automation, Payments, and the Vendor Portal. Led by CEO Benjamin Portusach, the company serves customers such as BitTorrent, ThoughtSpot, and TapClicks. The company will use newly raised funds to enhance its platform, expand operations, and grow sales. Accrualify is based in San Mateo, California.

Led · Equity · Jan 2018

CloudLex offers Legal Cloud®, a cloud-based platform designed exclusively to help plaintiff personal injury law firms build, manage, and grow their practice. The solution is used across 15 jurisdictions and hosted over 5 million legal records in the last month alone. Led by CEO and founder Dev Shrotri, the company focuses on plaintiff personal-injury workflows and case management. CloudLex plans to use new capital to further develop its personal injury products and expand its offerings to plaintiff law firms nationwide. Financially, the company announced a $4M funding round that brings total funding to $7.7M. The company is based in New York City and is pursuing a national sales and marketing strategy to scale adoption. CloudLex is a New York City–based legal‑tech company founded in March 2015 by CEO Dev Shrotri. The company offers Legal Cloud™, a cloud-based technology solution exclusively designed for the US civil litigation industry that allows trial lawyers to operate, manage, communicate and collaborate anytime, anywhere and on any screen. CloudLex positions its product as an end-to-end platform for trial lawyers’ case management and collaboration needs. In October 2016 the company closed a $3.7M Series A financing to support its growth. Management intends to use the proceeds specifically for the launch of its Legal Cloud™. No operating metrics (revenue/users) are disclosed in the article.

Led · Series A · May 2017

Twine Data provides app publishers with infrastructure for data activation and monetization and delivers deterministic mobile identity, audience, and location data to brands, agencies and adtech companies to power ad campaigns. The company is led by CEO Elliott Easterling and is based in Los Angeles. Founded three years prior to the article, Twine focuses on enabling data-driven advertising through its mobile-data stack. The company completed a $4.5M Series A and intends to use the proceeds to expand sales and marketing and to broaden and accelerate product development. Aligned Partners led the round and will have its Managing Partner join Twine’s board, supporting its growth plans.

Led · Series B · Dec 2015

Full Circle Insights provides a cloud-based marketing performance management solution built for Salesforce users. Its platform features best-practice response lifecycle management, weighted campaign influence models, and marketing and sales funnel metrics. The products and platform are built 100% on the Salesforce App Cloud and are compatible with leading marketing automation solutions. Customers include Influitive, Jobvite and others. The company is led by president and CEO Bonnie Crater and CMO Ellen Luttrell. It raised funding to support growth of products, customer success, and expanded sales and marketing initiatives. Full Circle CRM is a San Mateo, CA–based provider of Marketing Performance Management solutions. The company offers a SaaS management platform that gives marketers visibility into business results, helps optimize marketing spend, and aligns marketing with sales. Its suite includes Response Management, Campaign Influence, Opportunity Gatekeeper, and Campaign Member Status. The company was founded by Bonnie Crater (President and CEO), Dan Appleman (CTO), Roan Bear (VP of Customer Success), and Andrea Wildt. Full Circle CRM closed a $3.8M Series A led by Aligned Partners with participation from WI Harper Group and Salesforce Ventures. It intends to use the funds to bring its product to marketers globally, and an Aligned Partners managing partner will join the board. Full Circle CRM offers a cloud-based marketing performance management solution designed specifically for Salesforce marketing users. The product is built 100% on the Salesforce Platform and is pre-integrated with leading marketing automation solutions. Led by president and CEO Bonnie Crater, the company aims to help marketers drive more revenue from every campaign through best-practice response lifecycle management. Full Circle CRM raised $500K in seed funding to support its growth. The company intends to use the new funding to expand sales and marketing of its Marketing Performance Management solution. The product was scheduled for launch at salesforce.com’s Dreamforce 2012 conference on September 18th.