Led · Series B · Oct 2024

Case Status provides an AI-powered client engagement platform that delivers real-time updates, secure messaging, and AI-driven insights to keep clients informed about the progress of their cases. The platform integrates with case management systems to streamline client communications, measure client satisfaction, and drive positive reviews and referrals. It is used by hundreds of law firms and serves over one hundred thousand clients. The company plans to use the new funding to enhance the platform’s technology, expand its feature set, and grow its presence in key markets. Case Status was founded in 2018 by attorney Lauren Gulley and tech entrepreneur Andy Seavers and is based in Charleston, SC. Case Status provides a client relationship management and marketing platform that helps law firms manage client communications. Its technology delivers case updates, automated touches, scheduled messages and other client-facing workflows. The company is led by co-founder and CEO Lauren Sturdivant. In November 2020 it raised $1.5M in a Series Seed II round. The proceeds will be used to support growth, including the hiring of veteran personnel and development of new feature sets for specific practice areas. Case Status is based in Birmingham, Ala.

Participated · Series A · Apr 2024

FindMine builds AI-driven styling and outfitting technology that generates outfits, shoppable content and editorialized product recommendations for retailers and brands. Its tech combines discriminative machine-learning models, vector databases and generative AI visualizations to understand products and create shoppable experiences from messy, unstructured brand data. The company says its technology directly powers $89 million in retailer and brand revenue annually and drives nearly $1 billion in downstream annual revenue through FindMine-generated content. Clients include Adidas (an early adopter), Lululemon, Lands’ End, DXL, Annie Bing, Vineyard Vines and French retailer CFOC, spanning the U.S., Canada, Europe and Japan. Founded in 2014 and taking on clients from 2016, FindMine emphasizes building its own models and infrastructure rather than relying on human-in-the-loop systems. Investors and partners cite the product’s ability to ingest unstructured data and scale outfit curation as key benefits for driving engagement, margin and inventory outcomes. FindMine builds predictive-intelligence and analytics technology that uses merchant sales data and AI to help brands predict trends, manage inventory, and automate content creation. The company’s platform generates highly-produced, curated editorial and visual shoppable assets in milliseconds for use across websites, campaigns, social media, emails and in stores. FindMine serves beauty, apparel and home brands, including Adidas, Perry Ellis, Reebok and Cole Haan. Leadership says the product improves top-line revenue via larger shopping carts and longer customer lifecycles while helping merchants improve profitability and gross margins through better inventory and logistics management. The firm positions its solution as a scalable alternative to one-to-one personalization by automating bespoke content at scale. FindMine plans to continue developing its AI-powered content engine and machine-learning capabilities and to use new data sets to better locate inventory along the supply chain and reduce split shipments. Its technology is marketed to help brands maintain visibility with customers and drive revenue and loyalty.

Participated · Series A · Aug 2022

Bacon operates a "temp agency in an app" that lets companies select, screen and hire qualified hourly workers quickly and allows workers to find and book shifts that fit their schedules. The free app supports roles across warehouse, construction, deliveries, catering, events, printing, laundry production, restaurants, retail and other hourly work. Bacon does not charge a fee when companies hire a Bacon worker full-time. The company reports providing more than 240,000 shift opportunities to over 165,000 workers and 650 companies across 14 states. Bacon plans to use new funding to hire key team members and expand into 40 more markets over the next 18–24 months. The company started in 2018 and is based in Provo, Utah.

Participated · Series B · May 2022

Founded in 2012 as Tracking First, Claravine provides a platform for enterprises to define, enforce and manage marketing data standards across regions, teams and campaigns. The product includes a dashboard for building taxonomies, APIs and integrations with platforms such as Adobe Experience Manager, Workfront and media platforms like Google Ads to standardize and verify tracking and analytics inputs. Claravine also offers consulting services to document naming conventions, rules and custom attributes and to help organizations evaluate and improve their data standards. The company emphasizes reducing human error upstream to improve downstream data reliability and speed for BI and analytics users. Management plans to use new funding to double headcount to 88 employees by year-end and to support product R&D. Claravine reports nearly 100 customers, saw over 40% ARR growth from 2020 to 2021, and maintains 95% gross revenue retention, while declining to disclose current ARR. Claravine is a technology platform that helps standardize, govern, and connect marketing data across every team, system, and channel. Thousands of brands globally use its software, and enterprise customers such as USAA leverage its ability to standardize data structure and govern the process to generate, validate, and connect data. The platform centralizes data structure and enforces data standards and naming conventions across campaigns, content, ads, and experiences to improve measurement and decision-making. Claravine says customers realize richer insights, increased ROI, and better customer experiences as a result. The company was recognized #540 on the 2020 Inc. 5000 list with an 857% three-year growth rate. The new funding will be used to further build out product development and go-to-market strategies. Tracking First is a Provo, Utah-based enterprise data governance platform designed to structure and unify digital campaign data. It provides digital marketers with a platform to analyze and run campaigns by unifying data from multiple campaigns and disparate systems into a single integrated view. The solution automatically generates and stores campaign codes and ensures that new marketing releases are prepared even when marketers are spread across the globe and engaged across different channels. The company was co-founded by Craig Scribner and John Boyd in 2012 and is led by newly appointed CEO Verl Allen. Tracking First raised $4M in funding to support its operations. The company intends to use the funds to expand its sales, marketing and product teams. Tracking First is a SaaS ad-technology company that automates creation and classification of campaign tracking codes. Its platform prepares tracking-ready campaign links that are vetted before launch, embedding unique tracking codes in landing page links and testing that codes are captured by reporting systems. Its patent-pending algorithms detect consistencies and correlations in a company's historical codes, automatically generating new codes that match established reporting standards. The company says this reduces the data maintenance burden for marketers and analysts and improves the quality of marketing campaign data. Tracking First aims to transform data governance and scalability by making analytics prep intuitive and eliminating the bottleneck of a single individual owning campaign context. It currently serves major brands including Hilton Worldwide, Verisign and USAA. Financially, the company announced a $50,000 angel investment.

Led · Series A · Mar 2022

REACH is a cloud-based digital commerce and collaboration platform built for real-time customer transactions, combining document collaboration, e-signature, video conferencing, ID verification, payments, audit trails, and recordings in a single platform. The solution requires no downloads, offers an open API and integrations with systems like Salesforce and Microsoft Dynamics, and includes a self-service mode for enterprises. REACH targets higher-value or complex B2C transactions where a human agent is needed, with cited use cases including mortgages, insurance policies, bank loans, and automotive sales. Since the pandemic the company has rapidly built enterprise adoption across financial services, insurance, mortgage and automotive industries and counts customers such as American Express, Mercedes‑Benz (Daimler AG), British American Tobacco, and SCSK Corporation. REACH reported an 8x increase in revenue from Q1 2020 to Q4 2021 and has raised a total of $13 million to date. The company says it will use proceeds from the Series A to accelerate platform adoption, sales, marketing, product development, and go-to-market activities.