Led · Debt Financing · Aug 2026

Orange EV manufactures purpose-built, zero-emission Class 8 terminal (yard) trucks for ports, rail yards, and logistics facilities across North America and operates a rental and leasing platform. The company expanded its product offering through OptiGrid, a subsidiary that develops battery-integrated fast charging solutions (including the Orange Juicer™ CCS1 charger) to reduce infrastructure deployment timelines. Orange EV reports surpassing 36 million miles and 14 million hours of operation across 43 states, Canada, and the Caribbean and recently celebrated deployment of its 2,000th electric terminal truck. Recent commercial traction includes a 40-truck order with APM Terminals and a single 600-truck order, and management says it has tripled production and is ramping charger production to meet demand. The company manufactures in Kansas City and says it is on track for one out of every four new yard trucks purchased or leased to be an Orange EV truck.

Led · Equity · Apr 2021

Salary.com provides a SaaS compensation market data, software, and analytics platform (CompAnalyst®) that accelerates compensation workflows, delivers real-time data, and supports equitable and competitive pay decisions. Its platform serves 30,000 survey participant organizations, over 8,000 B2B software subscribers, and more than 45 million employees globally. The company has recently launched new products including the Pay Equity Reporting Toolkit and JobArchitect™, which streamlines job description management. Led by Founder & CEO Kent Plunkett, Salary.com uses its data and tools to power compensation analytics and reporting. The company intends to use new capital to accelerate innovation and expand hiring. Headquarters are in Waltham, MA.

Led · Debt Financing · Apr 2015

CAN Capital is a New York City alternative small-business finance company that uses its own real-time platform and risk-scoring models built on an expansive data file to assess and facilitate capital provision. In May 2015 the company secured a $650 million credit facility to expand and accelerate growth of its small-business finance programs. Led by CEO Daniel DeMeo, CAN will deploy the debt facility to scale its lending and funding operations. Since its founding in 1998, the firm has provided access to almost $5 billion in capital across more than 150,000 distinct small-business finance transactions spanning over 540 industries. Prior financing activity includes a $33 million round in 2014 co-led by Meritech Capital Partners and Accel Partners. CAN Capital offers unsecured working capital to small and medium-sized businesses using a real-time platform and proprietary risk-scoring and underwriting algorithms that ingest merchant, demographic, firmographic, psychographic and behavioral data. It deploys capital in amounts typically ranging from $2,500 to $250,000 and supports automated repayment options tied to merchants’ payment processors. CAN has provided about $3.6 billion in capital across roughly 123,000 distinct small-business finance transactions and serves customers from medical practices to retail and online merchants. The company reports a 75% customer renewal rate and has doubled revenue over the past four years, and is on pace to double again in the next two years; Accel’s board member said the company is profitable. CAN operates in the U.S. and Latin America and emphasizes merchant-friendly repayment structures and nontraditional data sources (e.g., sales frequency, inventory access, eBay ratings, tax returns) in underwriting. Management and investors view the business as rapidly growing with potential IPO upside amid a competitive but large market that includes Kabbage, OnDeck, Lending Club and Prosper.

Led · Equity · Mar 2015

Ice Mobility is a national distributor of wireless products and a provider of supply‑chain solutions to large and small retailers. The company offers planning, procurement, marketing, forward and reverse logistics, and reporting services. It is one of three authorized distributors of Verizon Wireless. Intrepid announced a $65 million debt and equity growth capital raise to support the company’s expansion. Incorporated in 2013, Ice Mobility operates distribution facilities in Chicago and Los Angeles. The business was founded by industry veterans Mike Mohr and Denise Gibson and is led by CEO Mike Mohr, who has articulated an aggressive growth plan.

Led · Debt Financing · May 2014

Workshare provides document-management and collaboration software used primarily by law firms to track changes, generate audit trails, and control access to files. The product supports cloud deployment, file sync and share, cross-device access, and the ability to remotely halt access or wipe documents when integrated with mobile device management. Workshare acquired SkyDox (a file sync and share tool) and IdeaPlane (a cloud collaboration platform) using $33.8M in funding in September 2012. The company emphasizes integration with content management and workflow systems and works closely with customers to ensure proper use and integration. It maintains two post-sale teams—Customer Support and Customer Success—both reporting to a Chief Customer Officer. Part of the new financing will be used to expand those customer-facing departments. The company was founded in 1999. Workshare develops content management software aimed at addressing compliance issues. The San Francisco company sells products including Workshare Protect and has OEM and partner relationships, such as an OEM deal with Secure Computing and recognition from Microsoft. Workshare said it has raised $23 million in a second round of capital (Series B) led by Steelpoint Capital Partners with participation from Intel Capital and London-based Quester. The company stated it will use the funds to acquire other companies that sell similar products. Workshare reported record growth and customer acquisition in 2006 and has received praise from industry test labs and publications including CRN, InfoWorld, EContent Magazine, SC Magazine, Info Security, the SIAA CODiE Awards, and Government Computer News. Its products and company have also been highlighted in outlets including the Associated Press, The New York Times, Investor’s Business Daily, San Francisco Business Times, Time Magazine and ZDNet.