Led · Equity · Feb 2025

Qount provides a cloud-based, AI-driven practice management platform that consolidates CRM, onboarding, collaboration, document management, tasks, workflows, e-signatures, payments and billing, and project tracking into a single solution. The platform is designed to automate service delivery workflows and digital work units, using sentiment-driven AI to optimize firm operations. Qount positions its suite to help accounting, tax, audit, and bookkeeping professionals standardize processes, minimize errors, and improve visibility across firms. The company says the funding will accelerate investments in applied AI and its go-to-market strategy. Qount was founded in 2016 and is headquartered in Plano, Texas. Recent leadership hires include CEO Peter Miele and CMO Greg Pope to lead growth and market expansion.

Led · Equity · Jul 2024

IntelePeer provides enterprise-grade, vendor-neutral AI-powered communications automation that integrates with existing business software to automate voice, messaging, and digital channels. Its platform uses generative AI and domain-specific workflows to build AI Agents and intent maps that identify high-ROI automation use cases for customers. The company has automated more than 600 million customer interactions and reports lowering the cost of an interaction ten-fold; one customer automates over 60 million inbound interactions annually with >70% full self-serve, and a Fortune 100 customer is on track to save more than $100 million in labor costs. IntelePeer says its AI business grew more than 100% year-over-year and is forecasting further acceleration. The company emphasizes responsible AI guardrails and partners with Microsoft Azure OpenAI to support secure, compliant deployments. Funding will be used to expand its AI Agent portfolio and increase investment in product, development, sales, and marketing. IntelePeer’s core product is the Atmosphere® CPaaS, which enables companies to engage customers via voice, SMS and social messaging while providing AI-enabled automation, communications routing, and on-demand analytics. The company is executing a strategy to expand beyond SIP and voice into a full omni-channel communications solutions provider. Management plans to grow organically by increasing sales, marketing, product and development headcount, and inorganically through acquisitions of complementary technologies and go-to-market assets. IntelePeer has received industry recognition from Frost & Sullivan, Gartner and IDC, underscoring its positioning in enterprise communications. Financially, the company has recently completed new financings and a credit facility to accelerate growth and innovation of its enterprise-centric Atmosphere platform. IntelePeer is a San Mateo–based Communications Platform as a Service (CPaaS) provider whose Atmosphere® CPaaS platform delivers global voice and messaging, communication APIs, workflow automation, and AI-enabled analytics. The platform is designed for business users so departments can automate processes, improve customer and employee experience, and engage audiences with outbound notifications. IntelePeer recently closed a $55 million credit facility that it will use to accelerate development and innovation of Atmosphere, expand platform capabilities, and drive customer acquisition and global enterprise expansion. The company said operating resources from the facility will be dedicated to continuing its growth across platform capabilities and market expansion. IntelePeer has been recognized by Frost & Sullivan and included in Gartner’s Market Guide for CPaaS, positioning it within a rapidly growing CPaaS market. IntelePeer Cloud Communications LLC is a San Mateo, California–based provider of business communications, offering cloud-based unified communications, cloud contact center, and enterprise voice services. Led by CEO Frank Fawzi, the company delivers full-service cloud calling directly integrated with Cisco Spark and provides UC enablement for Internet carriers and hosting companies. In March 2018 IntelePeer received a $15 million venture loan facility; Horizon Technology Finance Corporation funded an initial $12 million of its commitment under the facility. Horizon, a NASDAQ-listed specialty finance company, provides secured loans to venture-backed technology and related companies. The company said it will use the proceeds for general working capital purposes. IntelePeer is backed by VantagePoint Venture Partners, Kennet Partners and NorthCap Partners. IntelePeer provides hosted, on-demand rich media communications services. The company is based in San Mateo, Calif. It secured $4M in equipment financing to support its rapid growth. The financing will be used to deploy additional network infrastructure. ATEL Ventures provided the equipment financing as a secured financing provider to emerging growth companies. CFO Andre Simone said the financing helps the company scale quickly to satisfy customer needs while growing appropriately.

Led · Equity · Aug 2023

Exactera offers technology-driven tax compliance solutions that leverage powerful AI models across transfer pricing, income tax provision, and R&D tax credit workflows. The company announced a new brand identity and named Walter Scott as CEO. Exactera plans to use recent funding for ongoing product development and innovation within its core tax solutions. Management is also evaluating potential acquisition targets as part of a broader growth strategy. Existing investors participated alongside new investment from Insight Partners and Savant Growth. The company positions its AI-enabled platform to drive greater intelligence, efficiency, and value for a global customer base.

Participated · Series B · Jun 2022

Onfleet builds last-mile delivery management software offering a dispatch dashboard for route optimization, auto-assigning tasks, driver and delivery search, real-time driver tracking, customer status updates, and proof of delivery. The platform leverages machine learning and a dataset of around 500 million miles of anonymized driver location data (tens of billions of data points) to power features like predictive ETA and driver optimization. Onfleet says it facilitates millions of deliveries per week for thousands of businesses, including Sweetgreen. Co‑founded in 2015, San Francisco‑based Onfleet plans to expand its workforce from about 120 to around 150 within the year. Management intends to use new capital to invest in product development, expand product and engineering capabilities, and enhance the company’s enterprise offering. The company declined to disclose detailed financials but said it is on track for continued growth. Onfleet provides a routing and dispatch platform that enables real-time communications and proactive delivery management to ensure fast, executed deliveries. The product is used across industries that require last-mile delivery, including grocery, pharmacy, restaurants, beverage companies, retail and ecommerce. The company reports it has powered more than 80 million deliveries in over 90 countries for thousands of clients, including Kroger, Sweetgreen, Drizly, Imperfect Foods, Alto Pharmacy and Gap. Led by co-founder and CEO Khaled Naim, Onfleet intends to use new funding to broaden its product offerings and expand its global presence. Financially, the company has raised a total of $20M since inception. Onfleet builds a white-label backend that coordinates deliveries, facilitates communication between dispatch and couriers, and provides recipient-facing tracking and ETA features. The company primarily serves startups that want delivery capabilities without managing routing and fleet operations, citing customers such as Meadow and Canary. Onfleet says it has facilitated more than 100,000 deliveries this year, and its largest customer is kept confidential. The team is working to expand up‑market to enterprise clients with existing fleets and down‑market to enable any merchant to offer deliveries via an Onfleet-provisioned driver network. Planned product work includes driver behavior analytics, driver background checks through services like Checkr, and route optimization. The company will use new capital to broaden its customer base beyond seed- and Series A-stage startups.

Led · Series B · Dec 2021

Redica Systems provides Quality and Regulatory Intelligence (QRI) solutions for life sciences organizations, centered on its Catalyst Platform and supplier data offerings. The Catalyst Platform is an enterprise AI regulatory and quality solution that integrates structured and unstructured data and includes capabilities such as Redica ID for entity resolution and Redica DocIQ for processing unstructured documents. The Redica Supplier Data Network (SDN) consolidates proprietary and public datasets to create secure, comprehensive supplier profiles and supports shared audit programs, GMP document repositories, and standardized questionnaires. Redica uses AI and human-in-the-loop workflows to deliver high data accuracy, actionable insights, and enterprise adoption. The company aggregates data from over 200 global regulators to power predictive quality, compliance, and supply chain oversight. Redica is headquartered in Pleasanton, California. Redica Systems provides a data analytics platform that aggregates complete data sets from health agencies and standards bodies into quality and regulatory intelligence. Its platform connects quality assurance and regulatory surveillance to help life sciences companies solve complex GxP compliance challenges. The company serves over 200 life science companies. Led by CEO Michale de la Torre, Redica aims to improve product quality and reduce compliance risk for its customers. The firm intends to use the financing to expand its product offerings. The company is based in Pleasanton, CA. Redica Systems provides a cloud-based quality and regulatory intelligence (QRI) platform for FDA-regulated industries, including pharmaceutical, medical device, and food companies. Its platform combines proprietary data sourcing and machine learning models with purpose-built visualizations to deliver actionable, high-quality data analytics and insights. The product enables quality and safety professionals to take a risk-based approach to decision making and regulatory compliance. Redica counts 19 of the top 20 pharma companies and 9 of the top 10 medical device firms as customers. The company plans to use new funding to extend its lead as a QRI platform, fuel product innovation, accelerate customer value, and expand its total addressable market. The announcement centers on a $30 million Series B financing led by Savant Growth with participation from Rock Creek Capital. Redica Systems offers a cloud-based regulatory and compliance platform that applies data, analytics and artificial intelligence to large and disparate government and customer datasets. Its quality and regulatory intelligence (QRI) platform delivers insights to quality and safety professionals to continuously improve compliance, reduce supplier risk, and increase team efficiency. The company serves over 200 customers across pharma, medical devices and food industries, including 19 of the top 20 pharma companies and 9 of the top 10 medical device companies. Founded in 2010 and headquartered in Pleasanton, CA, Redica combines subject-matter expertise with AI-driven data to simplify regulatory enforcement and compliance workflows. Leadership says the company is focused on using actionable data intelligence to reshape how organizations think about and manage regulatory compliance. The recent financing is intended to fund that strategic roadmap and support continued growth.