Skip to content
6836 Austin Center Blvd · Austin, TX 78731 Private Equity · Venture Finance (512) 850-7456
Portfolio

34 Technology
Businesses.

Current and recent holdings across growth equity, buyout, venture acceleration, and strategic holding strategies. All technology. All Southwest-focused or nationally deployed.

Active Portfolio

Currently Building.

Meridian SaaS
B2B SOFTWARE · GROWTH EQUITY

Workflow automation for mid-market professional services. Austin-based. $24M ARR. Growth equity to accelerate enterprise expansion.

Current Portfolio
ClearRoute Systems
LOGISTICS TECH · BUYOUT

Enterprise freight management for regional carriers. Founder buyout. Revenue up 42% post-acquisition.

Current Portfolio
Apex Data Services
DATA INFRASTRUCTURE · STRATEGIC

Business intelligence infrastructure for Southwest regional banks. Mission-critical. Permanent capital structure.

Current Portfolio
Vantage Compliance
REGTECH · GROWTH EQUITY

Regulatory compliance software for financial services. $16M ARR. Series C growth investment.

Current Portfolio
FieldBridge
FIELD SERVICE SOFTWARE · GROWTH

Field service management for mid-market utilities. $9M ARR. Southwest expansion underway.

Current Portfolio
TrueMetrics
ANALYTICS SAAS · VENTURE

Predictive analytics for manufacturing operations. Series B. 145 enterprise clients.

Current Portfolio
CoreSync Technologies
INTEGRATION SOFTWARE · BUYOUT

API integration for healthcare payers and providers. Platform for adjacent M&A strategy.

Current Portfolio
NorthPoint Analytics
HR ANALYTICS · STRATEGIC

Workforce analytics for enterprise HR teams. 225 enterprise clients. Permanent capital.

Current Portfolio
Cascade Workflow
PROCESS AUTOMATION · VENTURE

Low-code process automation for regulated industries. Series C. 88 enterprise clients.

Current Portfolio
Realized Investments

Ten Successful Exits.

CloudLedger
FINTECH SAAS · ACQUIRED

Cloud accounting for community banks. Acquired by national financial software company. 3.4× MOIC.

Realized
Streamline HR
HCM SOFTWARE · ACQUIRED

HR management for manufacturing. Acquired by PE-backed HCM consolidator. 2.8× MOIC.

Realized
IntelliRoute
ROUTING SOFTWARE · IPO

Intelligent route optimization for national carriers. IPO on Nasdaq. 4.3× MOIC at lock-up.

Realized

Your Business
Could Be Next.

We are actively deploying capital in technology businesses. Let’s talk.