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The Venture Codex

Sageview Capital

245 Lytton Avenue, Suite 250, Palo Alto, CA, 94301, United States

Overview

Sageview provides growth capital to small and mid-sized companies in the business services, financial services and technology sectors. We combine active ownership, industry experience and a partnership approach to drive long-term value for our portfolio companies and investors. The Founders of Sageview have been successfully investing together for over 25 years and have completed more than 60 investments, spanning multiple business and market cycles. Our investment team has significant expertise and extensive relationship networks in our focus industries, providing a valuable engine for sourcing, due diligence and post-investment value-add. Sageview’s team has extensive Board experience, having served on over 50 corporate boards across 15 industries. Due to Sageview’s concentrated portfolio of 15-20 high conviction investments, the firm is able to dedicate more time and resources to each individual portfolio company. We often are a preferred partner to owners and management teams due to the high level of senior attention we provide, in addition to our active board involvement, valuable relationship network, partnership approach and flexible structuring capabilities. Sageview is flexible as to the size, structure and form of our investments, which allows us to develop capital solutions tailored to each situation. Our history of investing in both private and public companies makes Sageview an attractive ‘crossover’ investor for private companies looking to enter the public markets, as we are a natural holder both pre- and post-IPO. Sageview is headquartered in Greenwich, Connecticut and in Palo Alto, California.

Total investments
45
Lead investments
37
Investments · 12mo
2
Active investors
9

Sector focus

  • Financial Services
  • FinTech
  • Small and Medium Businesses
  • Venture Capital
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Investment portfolio

  • Tive

    Participated · Equity · Jan 2026

    Founded in 2015, Tive delivers supply chain and logistics visibility solutions that help shippers, logistics service providers, and retailers monitor shipment location and condition in real time. The company combines a cloud software platform with patented sensor hardware and always-on live monitoring services to reduce shipment excursions, limit delays, and cut theft, damage, and spoilage. More than 1,200 global customers use Tive’s technology to gain actionable insights and improve end-customer satisfaction. With its integrated hardware-software offering, Tive positions itself as a comprehensive visibility partner within the logistics ecosystem. The newly raised capital will be directed toward expanding operations and accelerating product development. By enhancing both its platform capabilities and geographic reach, the company aims to strengthen its market penetration and support a broader base of enterprise customers.

  • Green Cabbage

    Led · Series B · Oct 2025

    Green Cabbage offers a proprietary, secure platform that analyzes governed data at the micro-SKU level to deliver pricing, licensing, negotiation, legal, and training insights for procurement teams. Its technology enables private equity firms, consulting companies, and global B2B enterprises to capture 15-30% savings on supplier agreements and has already delivered billions of dollars in cost reductions. The company reports annual growth exceeding 100% and maintains offices across North America, Europe, and Asia. Recent product development centers on advanced multi-channel spend cubes that provide deeper category insights. With the new capital, Green Cabbage plans to broaden its spend categories and extend its solutions from large enterprises to mid-market organizations worldwide. Management has assembled a global leadership team to support this expansion and sustain its rapid growth trajectory.

  • Uncountable

    Led · Series A · Jun 2025

    Uncountable provides a Unified R&D Laboratory Informatics Platform that centralizes experimental data and integrates with ELNs, LIMS, PLM, QMS and other lab systems to accelerate product development cycles. Its web-based, AI-powered solution is purpose-built for scientists, chemists, and researchers in regulated, data-intensive industries. The company serves 120+ industry customers across chemicals, materials, cosmetics, food, energy, and pharmaceuticals and has grown to 90 employees. Uncountable reports profitable growth over the past nine years. Near-term product plans include deepening AI and machine-learning capabilities and expanding enterprise partnerships in QA/QC/PLM environments. The company also plans to further scale customer support to meet growing demand.

  • Zoe Financial

    Led · Series B · May 2025

    Zoe Financial offers a digital platform that streamlines every step of wealth management for investors while supporting RIAs with business development and operational tools. Its technology bundles account opening, funding, automated rebalancing, direct indexing, and commission-free fractional trading into one integrated experience. For advisors, Zoe provides outsourced lead generation, a client-referral marketplace, and white-labeled solutions to help them scale faster. Led by CEO and founder Andres Garcia-Amaya, CFA, the company positions itself as both a client acquisition engine and an operational backbone for independent advisory firms. The recently raised capital will be used to broaden the Wealth Platform’s capabilities and expand headcount. Since inception, Zoe has secured a total of $45 million in venture funding, underscoring investor confidence in its RIA-focused marketplace model. No user or revenue figures were disclosed in the article.

  • Closinglock

    Led · Series B · Jan 2025

    Closinglock offers a platform for secure wire-instruction exchanges, identity verification, document sharing and its Good Funds Payments tool for desktop and mobile earnest-money and cash-to-close transfers. The company says it has protected more than 1 million home sales totaling over $500 billion and that Good Funds Payments has facilitated over $600 million in transfers. Closinglock reports having prevented roughly $1.24 billion in losses by stopping more than 8,250 fraud attempts and generated over 400,000 identity reports with an upgraded identity-verification feature. Annual revenues have grown more than 25x over the past three years, and the company doubled its Austin headcount to 73 in 2024 while securing a new downtown office and planning further hires in 2025. Closinglock has partnerships with J.P. Morgan and DocuSign, a recently enhanced insurance policy covering verified transfers up to $2.5 million, and plans to evolve and expand its product suite to counter the rising threat of AI-driven and deepfake fraud. Closinglock offers a centralized payments and fraud-prevention portal that houses wiring instructions, secure document exchange, identity verification, and payment management for title and settlement companies. The platform replaces insecure email-based wiring instructions to reduce wire-fraud risk in real estate transactions. The company says it works with thousands of settlement agents and has protected over $250 billion of transactions. Founded in 2017, Closinglock has grown to 35 employees and reports revenue that doubled or tripled each year. It began by bootstrapping, raised a $4M seed in early 2023, and recently closed a Series A. The company plans to deploy new capital into product and technology development, hiring, and fintech work to enable safer movement of real estate funds. Closinglock offers a secure portal and workflow platform designed to modernize real estate transactions and prevent wire fraud. Its product suite includes secure wire instructions, document sharing, eSignature, and loan payoff verifications in a single platform. The company introduced its first secure portal in 2018 and has expanded its offerings since. Closinglock serves large title companies, home builders, and real estate attorneys, protecting hundreds of thousands of transactions totaling over $100 billion in value. The platform is used by more than 3,000 real estate escrow professionals and has clients across all 50 states and 42 countries. Closinglock says it will use new funding to expand teams across sales, customer success, and product development and has plans to build a comprehensive platform for managing the entire transaction closing process.

Team