|Solution:||Governance, Risk Management and Compliance|
|Investment Date:||January 2017|
Company Overview: Compliance Solutions Strategies is a leading provider of technology-enabled regulatory and compliance solutions to the financial services industry. The CSS platform provides a comprehensive technology-enabled offering encompassing regulatory reporting, data management, outsourced compliance management services, compliance workflow tools, shareholding disclosure, trade monitoring, trading analytics and cybersecurity solutions. The platform focuses on serving the global financial services industry and collaborates with a large client base across asset managers, alternative investment funds, investment advisors, broker-dealers, banks and insurance companies. CSS maintains a global footprint across both the United States and Europe with offices in locations including New York City, Salisbury (CT), Dublin, London, Paris and Amsterdam.
|Solution:||Human Capital Management|
|Investment Date:||August 2016|
Company Overview: Cisive is a leading provider of tech-enabled and compliance-driven human capital management and risk management solutions. The company’s core onboarding and pre-employment background screening offering provides clients with a high quality, regulatory compliant and tech-enabled solution. Cisive currently serves clients across the financial services, transportation and media and telecom end-markets, among others, and offers transportation clients a comprehensive, industry-focused solution through its Driver iQ branded offering. Cisive is headquartered in Holtsville, NY and has office locations in Spring Lake, NC, Tulsa, OK, and Tustin, CA.
|Solution:||Automotive Marketing Technology|
|Investment Date:||August 2016|
Company Overview: Affinitiv is a leading marketing technology company exclusively serving automotive manufacturers (OEMs), dealership groups, and individual dealers. Affinitiv enables its customers to produce, manage, measure, and optimize multi-channel communications to drive brand loyalty and increase revenue across the dealership. Affinitiv’s digital and analytic capabilities offer an end-to-end solution that supports a consistent experience across the entire consumer lifecycle. Affinitiv was formed through the strategic combination of DPS, Peak Performance, OneCommand, and TimeHighway.com. Affinitiv is headquartered in Chicago, IL with seven offices across North America.
|Solution:||Property Management Software|
|Investment Date:||September 2015|
Company Overview: FRONTSTEPS provides SaaS based solutions to property management organizations and homeowner associations seeking integrated workflow tools to manage their operations. The Company’s software solutions include community portals, management tools, communication services, visitor management and mobile patrol. FRONTSTEPS also provides cloud-based software solutions for homebuilders and real estate agents. FRONTSTEPS is based in Denver, Colorado with offices in Carlsbad, CA, Berkeley, CA and Toronto, Canada.
|Solution:||Online Training and Compliance|
|Investment Date:||February 2014|
Company Overview: OnCourse Learning is a leading national provider of online training solutions serving the financial services, insurance, real estate, home inspection, appraisal and IT markets. The Company is an education and compliance solutions provider for individuals, companies, educators, and government agencies seeking educational excellence, professional compliance, occupational tools, customized training solutions, and new careers. The Company is headquartered in Waukesha, WI with offices in Maryland, Georgia, Oregon and Pennsylvania.
|Solution:||Online Education and Training|
|Investment Date:||May 2012|
Company Overview: eDriving is the leading provider of online driver education and behind-the-wheel training solutions serving teenagers, adults, contract drivers and corporations. The Company also partners with leading brands to help them deliver relevant products and services within the rapidly expanding marketplace that connects drivers to new business models dependent on road safety. eDriving is located in Oakland, CA and Carlsbad, CA with local offices throughout the United States.
|Solution:||Human Resource Outsourcing|
|Investment Date:||December 2012|
Company Overview: CoAdvantage is a leading Professional Employer Organization (PEO) that offers small and mid-sized businesses a comprehensive package of outsourced human resource solutions enabling them to reduce their administrative burden, ensure compliance with employer regulations, and gain access to affordable employee benefits. The Company integrates payroll and tax processing, employee benefit plan administration, risk management, government compliance and other human resources services into a single vendor solution. CoAdvantage operates in all 50 states with offices in Florida, Texas, Colorado, Arizona and New Jersey.