Participated · Debt Financing · Feb 2021

RocketRez offers an all-in-one ticketing and operations platform for mid-market tours and attractions, providing online and on-site ticketing via ecommerce, point-of-sale and contactless kiosks. The platform includes revenue management, business intelligence, customer management, and retail and food & beverage sales capabilities, plus integrations with payments, hardware, channel management and peripheral software services. It serves industries such as boat tours and ferries, zoos and aquariums, attractions and theme parks, and museums and galleries, with customers including Maui Ocean Center, Xtreme Xperience, Aquarium of the Bay, and Governors Island. RocketRez targets customers with revenues of $2 million to $200 million and is led by CEO John Pendergrast. The company is headquartered in Canada with engineering, operations, and marketing teams there, and maintains a distributed salesforce across North America while expanding into Europe. It plans to use the new funding to accelerate end-to-end guest experiences in new verticals and extend capabilities for existing tours and attractions. RocketRez offers a cloud-based platform that integrates online, in-person, and call-center booking engines into a full point-of-sale and inventory management system for tours and attractions. The product includes modules for events, private charters, catering, photos and kiosks, CRM, growth marketing, analytics, staff scheduling, and timekeeping, plus an industry-leading API. Founded in 2012 (revamped in 2014), RocketRez has expanded its product suite and serves customers across the United States, Canada, Europe, and the Caribbean. Despite COVID-19 headwinds, the company has grown rapidly, more than doubling annual recurring revenue year-over-year. The company recently hired industry veteran Monica Marics as COO and is actively hiring across sales and marketing, engineering, and customer success. RocketRez plans to use the new funding to expand into new business verticals and support continued product and team growth.

Led · Equity · Sep 2020

Surefire Local (doing business as GenNext Media) sells the Surefire Local Marketing Platform™, a business-intelligence marketing SaaS that helps small, locally focused businesses attract customers, run targeted campaigns, and measure ROI. The company plans to use new capital to further develop its technology and sales operations, upgrade its all‑in‑one marketing platform, and elevate the customer experience. Management says the funding will allow additional investment in customers in 2024 and beyond and strengthen its position as a leading SaaS provider for local businesses. To improve financial stability and support growth initiatives, Surefire Local closed a debt refinancing and expansion with Sunflower Bank. The partnership is structured through Sunflower’s Asset Based Lending group under its SaaS/Recurring Revenue platform. The company is based in Austin, Texas. Surefire Local (GenNext Media) offers a Local Marketing Platform that gives small and medium-sized businesses insights and tools to attract and engage new and existing customers through measurable, multi-channel marketing. Led by founder and CEO Chris Marentis, the company focuses on actionable marketing and sales solutions for local businesses. In September 2020 the company raised $3M to accelerate its marketing and sales growth. The company recently appointed Mike Pierce as Chief Revenue Officer; his immediate focus is hiring sales executives and management. Surefire Local is establishing a new office in Austin, Texas as part of its commercial expansion. Phase Two of the company’s growth strategy is to expand the company’s vision globally. Surefire Local is a cloud-based, hyperlocal marketing technology and services company that provides artificial intelligence and data analytics at scale for multi-location brands. Founded in 2009 by CEO Chris Marentis, the company operates from Tysons Corner and Atlanta. Its platform assembles relevant multi-channel marketing data from all sources in one place, allowing marketers to evaluate, visualize and apply critical insights. In 2016, customers used Surefire services to generate more than 600,000 leads. The company received a $1 million credit facility from Square 1 Bank and intends to use the funds to support continued expansion and future product launches.

Led · Equity · May 2019

TransitScreen develops real-time displays and software that aggregate nearby mobility options for public venues, commercial buildings, apartments, and corporate offices. Its platform shows traditional transit like subways and buses as well as scooters, bikeshare, and ridehail services such as Uber, Lyft, and Via. In November the company launched CityMotion, a mobility app for business commuters that includes information about private employer-provided shuttles. TransitScreen plans to use the new funding to enhance CityMotion’s capabilities, continue hiring, increase its Washington, D.C. office space, and expand in the corporate workplace vertical. The company was founded in 2014 by Matt Caywood and Ryan Croft and is based in Washington, D.C. TransitScreen has raised $6.1M in total funding. TransitScreen operates a network of wind-powered, connected screens that display all types of real-time transit information. The company's displays are deployed for smart cities, smart organizations, universities and real estate firms. It is headquartered in Washington, D.C., and has offices in San Francisco, Portland and New York City. TransitScreen closed a $1.5M seed funding round led by 1776 Ventures. The company intends to use the funds to expand into more cities around the world. The funding is intended to support the company's geographic expansion efforts. TransitScreen builds and deploys real-time transit information screens and digital signage that aggregate train and bus schedules, vehicle tracking, bike-sharing and weather data. The product runs across multiple platforms including digital signage, desktop, mobile and the company's SmartWalk digital projections. TransitScreen commercialized from a civic technology pilot project in the Washington, D.C. area and has launched deployments at major universities while preparing rollouts to hotels and office buildings. The company integrates directly with cities, universities and employers to combine multiple data sources for accurate, live transit information. TransitScreen currently has 40 paying customers and is cash-flow positive. The team plans to expand screen deployments worldwide and extend the system into Latin America and the Middle East.

Led · Series A · Jun 2017

Beanworks offers an accounting automation platform that automates invoice coding and other repetitive accounting tasks so teams can focus on strategic decisions. The product reduces manual data entry and aims to remove technology roadblocks for accounting staff. The company emphasizes gender diversity across its leadership and board as a strategic advantage and cites balanced representation in its founding team and broader staff. Beanworks was founded by a four‑person co‑founder team and reports a roughly even gender split across the company’s employees and leadership. Financially, Beanworks has progressed through venture funding, having previously raised a $4.5 million Series A in June 2017 and now securing additional growth capital. Beanworks provides a SaaS accounting automation platform that connects mid-sized enterprises from invoice to payment and integrates with existing financial software. The platform handles purchase orders through electronic payments to help users manage accounts payable while remaining focused on financial reporting. The company announced a major partnership with Sage in November 2016; Sage now offers Beanworks as its official AP automation provider in North America. Beanworks intends to use the new funding to scale operations. The company was founded in 2012 by Catherine Dahl (CEO) and Reza Sanaie (Chief Innovation Officer). It also announced recent executive hires: Karim Ben-Jaafar as Chief Growth Officer, Robert Fink as VP of Engineering, and Jack Hilliard as VP of Finance.