James M. Emling

Spectrum Equity Management LP (Spectrum Equity) is an independent Private Equity firm founded in 1993 by Bill Peter Collatos and Brion Blackwell Applegate. The firm is headquartered in Boston, Massachusetts with an additional office in California.

Innovative Medical Risk Management, Inc. provides medical management services. The company was founded on May 7, 2012 and is headquartered in Plano, TX.

Keylink Holdings LLC is a company that provides a secure, cloud-based platform called vba. The company is based in Germantown, WI. This platform offers flexibility, functionality, and technology to administer multiple lines of business. Michael S. Carney has been the CEO of the company since 2013.

Outside.in, Inc. develops hyperlocal content and advertising platform used for consumers, local bloggers and publishers. The firm shows neighborhood news and information from local bloggers, journalists and mainstream media on news sites. The company was founded by Steven Berlin Johnson, John Geraci, John Seely Brown, Mark Bailey, Andrew Karsch and Cory Forsyth in 2006 and is headquartered in New York, NY.

Everly Health Solutions provides remote diagnostic solutions. It offers lab connectivity, compliance and patient outreach solutions. The firm's platform enables testing solutions for health and wellness, telemedicine, diagnostic labs, and payer markets. The company is headquartered in New York, NY.

Inbanx, Inc. provides software solutions for budgeting, card management, expense reporting, and automating account payables. The company is based in Austin, TX. The company was founded by Rob Kaczmarek, Aaron Upshaw, Steven B. Burt. Rob Kaczmarek has been the CEO since incorporation.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

California Teleservices, Inc. provides business process outsourcing services. Its service areas include Inbound, Outbound, and Other Services. The Inbound service offers overflow call management, infomercials, first call resolution, and order taking. The Outbound service focuses on appointment setting, sales and promotions, announcements, and market research. The Other services encompass medical transcription, data entry, large volume data processing, and data conversation. The company was founded in 2002 and is headquartered in Los Angeles, CA.

Spreedly, Inc. develops payment software for marketplaces and platforms. It offers a credit card vault in the cloud that stores cards independently from payment gateways and users work with one or multiple payment gateways over time or simultaneously. The firm also enables online merchants, affiliates, and resellers to create and manage non-gateway endpoints, as well as to send credit card data to payment gateway and non-gateway endpoints. The company was founded by John M. Carlin, Alexander Kohlhofer, Nathaniel Talbott and Christian O'Melia in April 2007 and is headquartered in Durham, NC.

Symmetric Capital LLC (Symmetric Capital) is a private equity firm founded in 2007 by Daniel Keahane Doyle, Robert Vincent Walsh and William P. Livek. The firm is headquartered in Burlington, Massachusetts.

SavvyMoney, Inc. provides information program that provides users with a credit report card and credit risk score. It provides integrated credit score and personal finance solutions to lenders, banks and credit unions. The company was founded by Gene Volovich, Gregory Crawford and Steve Richmond in 2008 and is headquartered in Pleasanton, CA.

PolicyGenius, Inc. provides insurance services. The company was founded by Jennifer Fitzgerald and Francois de Lame on March 18, 2013 and is headquartered in Brooklyn, NY.

Financial Technology Partners LP provides merger and acquisition, divestiture, restructuring, capital raising and valuation services to the financial technology sector. The company was founded by Steve McLaughlin and is headquartered in San Francisco, CA.

Castle Creek Capital LLC (Castle Creek Capital) is a private equity firm founded in 1990 by John Eggemeyer and William Ruh. The firm is headquartered in San Diego, California with additional office in Dallas.

Steady Platform, Inc. operates an income optimization and financial empowerment platform. It aggregates a slate of personalized work opportunities that match an individual user's skills and interests in real time. The company was founded by Adam Mike Roseman, Michael R. Loeb and Eric Aroesty in 2017 and is headquartered in Atlanta, GA.

Grabango Co. engages in the provision of checkout-free shopping technology for existing stores. It employs computer vision technology to improve the shopping experience by supplying services to retailers. The company was founded in 2016 and is headquartered in Berkeley, CA.

The Reserve Trust Co. develops and delivers application programming interface for financial industries. The firm offers independent custody and trust management services. The company was founded by Geoffrey Rempel, Dennis Gingold and Justin Guilder is headquartered in Greenwood Village, CO.

Guideline, Inc. engages in the provision of full-stack solution that automates plan administration and compliance. It offers a platform that integrates with payroll providers making it easier for employers and participants to set up and maintain a 401(k). The company was founded by Kevin Busque, Mike Nelson, and Jeremy Caballero in 2015 and is headquartered in Burlingame, CA.

eSSENTIAL Accessibility, Inc. operates as a platform which provides web, mobile and product experiences through testing, evaluation and remediation. It provides web accessibility evaluation and remediation services, ongoing monitoring, pdf remediation, multimedia accessibility, training, accessibility and conformance statement. The company was founded by Simon Dermer, Spiro Papathanasakis and Mark Steele in January 2008 and is headquartered in New York, NY.

EASE, Inc. engages in the provision of mobile audit and insights software for manufacturers. It offers audit administration, mobile plant audits, reporting and dashboards, and demo request. The company was founded by John Smith in 1986 and is headquartered in Mission Viejo, CA.

Launchpad Capital Management Co., LLC (Launchpad Capital) is a venture capital firm founded in 2020 by Ryan M. Gilbert. The firm is headquartered in Oakland, California.

Pinnacle Realty Advisors, Inc. is a cloud-based real estate brokerage company that offers a unique "brokerage-as-a-service" model for agents. The company is based in Houston, TX and has subsidiaries in the United States. The company provides modern brokerage services, innovative tools, comprehensive agent support, and a subscription-based financial model tailored to meet the needs of every agent. Pinnacle Realty Advisors is currently licensed in multiple states and offers broker sponsorship plans for agents to build their own real estate brand and business. The company was founded by Brent Porter and Matthew Rice, and the CEO is Sam Sawyer. Pinnacle Realty Advisors was acquired by Archetape, Inc. on July 08, 2021.

Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York.

MyPizza Technologies, Inc. operates as an online platform for pizzas. It allows users to connect with their favorite authentic and local pizzeria. The company was founded by Ilir Sela in 2015 and is headquartered in New York, NY.

Network Security Professionals, Inc. operates as an information security consulting company. It offers app code review, mobile app, thick client and web app pentest services. The firm provides application security program development, application risk prioritization and compliance services. The company was founded by Deke George and Seth Peter in 2001 and is headquartered in Minneapolis. MN.

Empyrean Solutions LLC is a leading provider of asset/liability management, risk, compliance, and performance management solutions for banks and credit unions. The company is based in Woburn, MA and works with over 700 banks and credit unions, ranging from $50 million to $200+ billion in assets, through their deployed software and outsource services. The company offers a centralized view of an institution's financial strength for the broader office of the CFO and key business stakeholders. Empyrean's software allows financial institutions of all sizes to take control of their balance sheet management, scenario planning, and risk/performance analysis in a single integrated software platform. Empyrean has powered the balance sheet analysis of over $2 trillion of cumulative customer AUM. The company was founded in 2010 by David Magee, Thomas Rutledge. Chris Maclin has been the CEO of the company since 2017.

Leanplum, Inc. provides mobile application services. It is a platform for optimizing mission-critical metrics of its mobile app. The firm enables product teams to conduct on-the-fly optimization tests and see immediate results with powerful analytics. The company was founded by Momchil Kyurkchiev, Andrew First and Joel Englander in 2012 and is headquartered in San Francisco, CA.

K1 Investment Management LLC (K1 Investment Management) is a venture capital firm founded by R. Neil Malik in 2011. The firm is headquartered in Manhattan Beach, California.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors.

Tradesy, Inc. owns and operates an online marketplace for buying and selling designer fashion. The firm’s website connects sellers to like-minded buyers, provides packaging materials, recommends pricing and handles returns in the areas of clothing, bags, shoes and accessories. The company was founded by Tracy Rose DiNunzio, John Loy Hall and Sash Catanzarite in 2009 and is headquartered in Santa Monica, CA.