Participated · Equity · Jan 2023

Unifyr delivers a comprehensive partner-experience platform that centralizes data from channel, reseller, and alliance relationships, then applies AI-powered analytics and automation to give enterprises real-time insight into partner performance. Its tools predict revenue impact, surface recommendations, and streamline workflows so organizations can optimize partner-led growth at scale. The company positions itself as the “foundation for real, connected growth,” aiming to become a global category leader in partner ecosystem management. A newly secured $20 million growth investment will accelerate Unifyr’s product roadmap, particularly around advanced AI capabilities, and fund international expansion. The business currently operates from locations in Cary, North Carolina, Oxford, England, and Munich. No revenue, customer, or user figures were disclosed in the article. The fresh capital strengthens Unifyr’s balance sheet and supports continued innovation as partner-centric revenue models gain importance in B2B markets.

Led · Series A · Jun 2019

Kukui offers the All in One Success Platform®, a digital marketing and customer-retention solution for auto repair businesses that tracks ROI, new clients via POS integration, retention rates, phone calls, appointment forms and review feedback. Launched in 2011 and led by CEO Todd Westerlund, the company has provided tools to over 2,000 auto repair businesses worldwide. The platform centralizes marketing, websites and customer retention analytics to help shops identify areas for improvement. Kukui plans to accelerate platform innovation, expand its market presence and broaden customer services. The company recently completed a $27M Series A strategic growth investment to support those initiatives. Kukui is based in Roseville, California.

Led · Series D · May 2016

Apixio provides a cognitive computing platform that mines unstructured medical records, such as medical charts and Medicare-reported chronic condition data. The platform extracts an accurate view of a patient’s chronic conditions to help payers and providers deliver more targeted care. Led by CEO Darren Schulte, MD, the company has analyzed data from more than six million patients to date. Apixio raised $19.3m in a Series D venture round and intends to use the funds to develop new applications that create insights for appropriate care and quality measurement. The company’s product focus is on improving care delivery and quality measurement through analytics on unstructured clinical data. The business is headquartered in San Mateo, California. Apixio is a pioneer in applying big data technology, natural language processing, and machine learning to extract and analyze unstructured and coded clinical data. Its solutions enable health plans and large provider groups to more accurately and efficiently determine member risk scores and secure appropriate value‑based reimbursement. The company reports strong growth and customer traction in its Risk Adjustment business. Proceeds from the recent financing will be used to ramp up sales and operations and to further develop its Big Data technology. Apixio positions its products to meet rising demand driven by Medicare Advantage enrollment growth, CMS audit pressure, and ACA requirements. The company is based in San Mateo, California (Silicon Valley). Apixio develops cloud-based healthcare data and analytics platforms that ingest and reconcile coded and unstructured clinical data to create longitudinal patient records. Its core products include the Clinical Knowledge Exchange, Apixio Patient Analyzer, the Population Analyzer, and an HCC Optimizer for Medicare Advantage reimbursement. The platforms present integrated patient information via web-enabled devices and include search tools to surface relevant data for physicians, care managers, and billers. The company positions its technology to reduce clinical and staff burnout through AI automation and to support accountable care organizations, health systems, Medicare Advantage providers, and independent clinics. Apixio is based in San Mateo, California. Financially, the company has raised $5.8M so far toward a $7.8M fundraising goal from private investors.

Led · Equity · Apr 2015

Revel operates in the health engagement space, providing Revel Connect, a platform that analyzes actionable data to deliver personalized, multichannel programs to members and patients. The technology is designed to improve health outcomes by tailoring communications and experiences to individual needs. Led by CEO Jeff Fritz, the company emphasizes integrated outreach across multiple channels to drive engagement. With new funding, Revel plans to expand into additional target markets and accelerate product innovation and technology enhancements for Revel Connect. Although the article does not disclose revenue or user figures, the company’s focus on growth and platform development suggests a scaling trajectory. Revel positions itself as a strategic partner for health plans and providers seeking deeper engagement with their populations.

Participated · Equity · Sep 2014

DialogTech provides a call analytics and automation platform designed to optimize the entire sales funnel. Its Voice360™ suite offers applications to control, measure and optimize the impact of phone calls across every stage of the customer lifecycle, from discovery to purchase to retention. The company currently serves over 5,000 global customers, including Uber, Zendesk, Sleep Train Mattress Centers, Experian and Yale University. DialogTech was founded in 2007 and is based in Chicago, IL. The company received a $10M credit facility and intends to use the funds to continue to grow operations and expand its offerings. Ifbyphone builds voice marketing software and sells tools that let marketers and salespeople track incoming calls from search results and advertising campaigns. Its Voice360 platform scores calls and routes them to the appropriate people; the company says new funding will be used to further develop Voice360. The company announced it has almost 5,000 customers. Earlier this year Ifbyphone reported a $9 million Series D; the new funding doubles its total funding to $60 million. Part of the new capital is being used to acquire competitor Mongoose Metrics; financial terms of that deal were not disclosed. Mongoose’s Cleveland office will remain open and Mongoose CEO Brad Reynolds will join Ifbyphone to lead integration, a move CEO Irv Shapiro said creates a market leader in call tracking. Ifbyphone offers products that track and automate calls for marketing, sales, and customer support teams, including interactive voice response and virtual call centers. The company positions itself as giving managers control over voice conversations and associated data. It has nearly 4,000 paying customers and processed more than 200 million phone calls and 600 million minutes as of December of last year. Ifbyphone plans to hire 25 people in the first half of the year, bringing headcount to more than 115. The company has raised funding previously and continues to expand its product and go-to-market efforts. Ifbyphone is a Skokie, IL-based provider of a software-as-a-service voice-based platform that enables customers to manage, measure and automate voice interactions in the marketing process. Its platform supports lead capture, lead nurturing, lead routing and lead analysis. Led by CEO Irv Shapiro, the company serves small-to-medium-sized businesses and plans to build infrastructure to serve mid-market clients as well. Ifbyphone recently received a $2m debt financing commitment to increase capacity and develop new capabilities. The company has also recently received funding from the National Association of REALTORS. No operating metrics were disclosed in the article. Ifbyphone offers a web-based platform that lets companies route, track and automate telephone calls via a public cloud server, enabling features like virtual receptionists, voicemail and phone voting. Developers can build web services against the platform to control every phase of a call through open APIs. The company acquired Cloudvox to gain access to open APIs and tooling for developers to build call‑routing and interactive voice applications. Users can pay for basic services or upgrade for more in-depth analytics and interactive voice features; pricing in the article ranges from $50 to $75 per month. The product targets call centers and enterprises that want to integrate telephony with web applications and analytics. The company is Skokie, Ill.-based and has grown its offering through both product development and acquisition.