Led · Equity · Mar 2022

Intellect offers a no-code compliance platform and a suite of QMS and EHS/EHSQ applications that help customers comply with ISO, FDA, EPA and OSHA manufacturing standards. Its cloud-based software digitizes and automates internal compliance processes, increases visibility, and helps customers prove compliance to external auditors without changing internal workflows. The company emphasizes flexibility via a proprietary no-code platform that eases adoption and reduces reliance on IT. Intellect serves mid-market and enterprise customers across regulated industries including medical devices, labs, and electronics. Following the transaction, the company plans to expand its product and engineering teams to accelerate innovation and to grow its go-to-market and customer success organizations, adding vertical-specific domain experts. Financially, the company received a majority growth investment from Strattam Capital, with Strattam investing over $35 million and debt financing provided by TreeLine Capital Partners.

Led · Equity · Dec 2021

Action Title Research provides a proprietary workflow software platform, SmartSearch, that automates title research and public-records analysis for the U.S. title insurance market. Its SmartSearch functionality and data-gathering interfaces handle county-level data complexity and varying search requirements to replace manual, historically cumbersome processes with automated workflows and faster turn-times. The company reports more than 750 customers and over 1.1 million searches completed. Founded in 2003 by Chris Blum and Scott O’Neill and based in Glen Rock, New Jersey, Action Title Research integrates with title production software providers and emphasizes market-leading accuracy and customer responsiveness. Underwriters are increasingly turning to the company to navigate fragmented local markets. The company targets a multi-billion-dollar market for search services within the $20+ billion U.S. title insurance industry.

Led · Equity · Feb 2015

Trax Technologies, also referred to as Trax Group, Inc., delivers a cloud platform that audits, manages, and optimizes transportation spend for large shippers and logistics-focused enterprises. Its software aggregates freight invoices, validates charges, and offers analytics to drive cost savings and compliance. The company is deepening its product offering by integrating the TriumphPay payments network, which will let clients access streamlined, more secure payment capabilities directly within the Trax platform. Trax positions itself as a global leader in transportation spend management and freight audit, supporting shippers and carriers across multiple geographies. Former Trax president Josh Bouk has transitioned to TriumphPay, creating tighter operational alignment between the two businesses. While no specific revenue, customer, or user figures were disclosed, the partnership emphasizes Trax’s intent to expand its reach among enterprise shippers and enhance its end-to-end payment functionality.