Diversis Portfolio – Diversis Capital

Autominer

Industry: Software
Transaction Date: January 2023
Transaction Type: Add-On
Headquarters: Port Orange, FL
Acquired By: PureCars

Learn more about Autominer at www.theautominer.com

Autominer is a customer data platform and data ingestion, cleansing and mining engine for the automotive industry. The solution also gives its customers the tools it needs to build highly targeted, dynamic lists to use in all their marketing campaigns for both fixed and variable operations.

MacroMonitor

Industry: Market Research and Data Services
Transaction Date: October 2022
Transaction Type: Carve-Out/Add-On
Headquarters: Princeton, NJ
Acquired By: RFI Global

Learn more about MacroMonitor at macromonitor.com

The MacroMonitor is the most comprehensive, independent macroeconomic measurement of US households. The biennial, proprietary survey has been the foundation of CFD services. The MacroMonitor serves as an objective, single source for data about consumer needs, behaviors, and attitudes in response to financial-industry change. Its use is a reliable method to target customers and to identify trends.

AutoSigma

Industry: Software
Transaction Date: July 2022
Transaction Type: Carve-Out/Add-On
Headquarters: Kutztown, PA
Acquired By: PureCars

Learn more about AutoSigma at www.autosigma.com

AutoSigma is a leading provider of digital asset management software for automotive dealerships. The company’s solution allows for its users to easily manage offers directly within its platform and configure automation rules to sync offers within regions, ensuring the customer is first to market every time.

AreTheyHappy

Industry: Enterprise Software and Data Services
Transaction Date: April 2022
Transaction Type: Add-On
Headquarters: Gent, Belgium
Acquired By: Black Box Intelligence

Learn more about AreTheyHappy at www.aretheyhappy.com

AreTheyHappy is a leading provider of cloud-based reputation monitoring software used daily by marketing, operations and front-line teams in the restaurant and hospitality industries. The company provides multi-location chains and brands with an all-in-one customer experience and reputation management platform, with machine learning capabilities that aggregate social media, reviews, emails, surveys and various other forms of feedback data to drive real-time actionable insights.

ALM Works

Industry: Software
Transaction Date: December 2021
Transaction Type: Add-On
Headquarters: Newton, MA
Acquired By: Tempo

Learn more about ALM Works at www.almworks.com

ALM Works provides specialized project management solutions that empower users with greater visibility and control. ALM Works’ flagship product, Structure for Jira, is a project and portfolio management tool used by thousands of customers globally. Together with a suite of extension products such as Structure.Gantt, ALM Works enables teams to work more efficiently, deliver predictable results, and identify problems earlier, enabling better decision-making and communication.

SalesRabbit

Industry: Field Sales Software
Transaction Date: December 2021
Transaction Type: Founder-Owned
Headquarters: Lehi, Utah

Learn more about SalesRabbit at www.salesrabbit.com

SalesRabbit has been enabling field sales organizations with end-to-end native mobile and web-based software. Its complete sales enablement platform solves the needs of outside sales organizations at every step of the sales process from lead to close and delivers solutions that include team management, lead management, lead conversion, presentations, proposals, forms and contracts. SalesRabbit's solutions make life easier for sales teams who want a smarter, more efficient approach to their work.

Roadmunk

Industry: Enterprise Software
Transaction Date: November 2021
Transaction Type: Add-On
Headquarters: Kitchener, ON Canada
Acquired By: Tempo

Learn more about Roadmunk at www.roadmunk.com

Roadmunk is an enterprise SaaS platform that enables product teams to collect feedback, prioritize ideas and manage their roadmaps. The company places a deep emphasis on design, collaboration and security, while being integrated into market leading project management tools like Atlassian’s JIRA & Microsoft’s Azure DevOps. Roadmunk has a diverse portfolio of over 3k global customers.

Fishbowl Inventory

Industry: Inventory Management Software
Transaction Date: November 2021
Transaction Type: Buyout
Headquarters: Orem, UT

Learn more about Fishbowl Inventory at www.fishbowlinventory.com

Fishbowl Inventory is based near Salt Lake City and is a leading provider of inventory management and manufacturing software primarily used by small and mid-sized businesses running on QuickBooks. Fishbowl has a particular strength within the manufacturing vertical with specialized functionality like multi-level bills of materials, parts and finished goods tracking, work orders, and advanced costing and pricing features.

Adlib Software

Industry: Enterprise Software
Transaction Date: July 2021
Transaction Type: Buyout
Headquarters: Burlington, ON Canada

Learn more about Adlib Software at www.adlibsoftware.com

Adlib Software is an enterprise content intelligence and process automation software provider. Their platform automates the transformation of documents, from multiple sources and file formats, into high-quality built for purpose content. Additionally, Adlib has capabilities in their platform that help customers manage contractual obligations, by allowing customers to review, classify and extract information from large contract datasets, reducing both time spent and human error in the obligation management process. Primary customer industries include financial services, insurance, life sciences / pharmaceuticals and oil and gas; however, Adlib’s technology is widely applicable across a variety of end markets, particularly those that are subject to regulatory compliance.

truPayments

Industry: Financial Technology / Enterprise Software
Transaction Date: July 2021
Transaction Type: Add-On
Headquarters: Cincinnati, OH
Acquired By: PureCars

Learn more about truPayments at www.shopbypayment.com

truPayments is a financial technology company with deep roots in eCommerce and the Automotive Industry, providing digital retailing solutions to automotive, powersports and RV dealerships, as well as lending institutions. With solutions that include shop-by-payment and trade-in tools, truPayments empowers shoppers with personalized, relevant payment information to create more frictionless online buying experiences. Lender data integrations ensure every quoted payment is accurate, whether the customer purchases online or in store. By providing consumers with a more practical shopping experience, truPayments generates more qualified leads for dealerships.

Shelfwise

Industry: Software
Transaction Date: July 2021
Transaction Type: Add-On
Headquarters: Krakow, Poland
Acquired By: Form

Learn more about Shelfwise at https://shelfwise.ai/en/

ShelfWise brings Artificial Intelligence to the shelf using state-of-the-art image recognition technology that improves execution for retailers, distributors, and brokers across the globe. Powered by machine learning and computer vision, ShelfWise's mobile platform recognizes all products and prices in-store before providing granular brand, market, and competitive data in near real-time. ShelfWise allows reps to get more value from their visits—and helps merchandisers sell smarter and faster on the shelf.

Rodio

Industry: Software
Transaction Date: June 2021
Transaction Type: Add-On
Headquarters: Alpharetta, GA
Acquired By: Form

Learn more about Rodio at https://rodio.app/

Rodio is a mobile communications platform for organizations with dispersed teams working variable hours that enables companies to deliver prioritized, secure and trackable messaging to their teams. Founded in 2018, Rodio's extensible platform integrates with enterprise HR, Scheduling, Reporting, Information and Learning Management systems. Rodio's simple, user-friendly application aligns with existing organization structures, empowers field leadership, drives employee engagement, and allows frontline teams to focus on improving the end customer experience.

MillerPulse

Industry: Enterprise Software and Data Services
Transaction Date: May 2021
Transaction Type: Add-On
Headquarters: Boca Raton, FL
Acquired By: Black Box Intelligence

Learn more about MillerPulse at www.millerpulse.com

MillerPulse delivers market level insights to restaurant companies and industry observers via member company panel that represents approximately $90 billion in annual restaurant sales and over 50,000 US restaurants. MillerPulse sets itself apart from other industry trackers by having one of the largest Quick Service Restaurant panels, a collaborative model in member companies provide us with real transactional POS data on a weekly basis in over 120 US markets and our web-tool that allow customers to create customized data queries.

Performance Design Products

Industry: Consumer Products
Transaction Date: April 2021
Transaction Type: Buyout
Headquarters: San Diego, CA

Learn more about Performance Design Products at www.pdp.com

Performance Designed Products (PDP) designs and distributes licensed aftermarket videogame accessories including headsets, controllers, power, cases & accessories. PDP is among the leading licensees for XBox, Playstation and Nintendo in each product category. The Company has a global distribution footprint and longstanding relationships with retailers like Walmart, Amazon, Best Buy, GameStop and Target. PDP sells its products primarily under brand names PDP Gaming, Afterglow, Rock Candy and Victrix.

Black Box Intelligence

Industry: Enterprise Software and Data Services
Transaction Date: January 2021
Transaction Type: Founder-Owned
Headquarters: Dallas, TX

Learn more about Black Box Intelligence at www.blackboxintelligence.com

Black Box Intelligence™ (formerly TDn2K) is the leading data and insights provider of workforce, guest, consumer and financial performance benchmarks for the hospitality industry. The Black Box Intelligence product suite is the industry standard for operators seeking to achieve best-in-class performance results. With the largest and most reliable set of real restaurant data in the marketplace, Black Box Intelligence currently tracks and analyzes nearly 300 brands, 2.3 million employees, 50,000 restaurant units and $76 billion in annual sales revenue. Black Box Intelligence is also the producer of the Global Best Practices Conference held annually in Dallas, Texas.

GoSpotCheck

Industry: Software
Transaction Date: December 2020
Transaction Type: Add-On
Headquarters: Denver, CO
Acquired By: Form

Learn more about GoSpotCheck at www.gospotcheck.com

GoSpotCheck is a leading mobile task management and field execution software platform with a strong presence in the Beer, Wine and Spirits and Consumer Goods sectors. The company is headquartered in Denver, Colorado.

RFi Group

Industry: Market Research and Data Services
Transaction Date: November 2020
Transaction Type: Majority Recap
Headquarters: Sydney, Australia

Learn more about RFi Group at rfi.global

RFi Group is a global data-driven insights provider exclusively focused on financial services. RFi specializes in data and information gathering, customer-based insight generation and business decision support for the world’s leading financial service providers, as well as challengers, disruptive market participants and companies aligned to the FS sector. Covering 48 key global markets, with regional offices in Toronto, London, Singapore and Sydney, RFi consistently provides clients with tailored advice and insights relevant to their specific market and business needs.

FORM

Industry: Enterprise Software
Transaction Date: December 2019
Transaction Type: Buyout
Headquarters: Braintree, Massachusetts

Learn more about FORM at www.form.com

Form is a SaaS mobile data collection platform for complex, business-critical use cases across a broad spectrum of sectors including banking / financial services, oil and gas, energy, food and beverage, hospitality and services. Its solutions have helped mid to large organizations improve how they collect, manage and leverage data, and integrate it into current systems, transforming the way they do business.

PureCars

Industry: Software / Tech-Enabled Services
Transaction Date: April 2019
Transaction Type: Carve-out
Headquarters: Atlanta, Georgia

Learn more about PureCars at www.purecars.com

Carved out from Raycom Media, PureCars is an automotive business intelligence and marketing automation technology platform for auto dealers and agencies to execute marketing campaigns. PureCars’ core product, SmartAdvertising, is used by over 1,500 dealerships and provides omnichannel marketing automation that allows ad builders with data-driven campaign management tools to optimize spend and deliver high impact ads across search, display, video, social and fixed ops platforms.

Tempo

Industry: Software / Time and Resource Management
Transaction Date: November 2018
Transaction Type: Carve-out
Headquarters: Boston, MA

Learn more about Tempo at www.tempo.io

Carved out from Origo hf. (NASDAQ: ORIGO), Tempo is a leading productivity-enhancing project management software-as-a-service solution. Tempo is one of the most successful applications on the Atlassian marketplace, serving over 20,000 customers globally and across all industries. Its solution suite for time tracking, resource management and budgeting enables organizations to plan, optimize and effectively manage resources as well as budget and track project costs, and report time for team efficiency. Diversis will enhance and diversify Tempo’s offerings and actively look to grow the business through add-on acquisitions.

Marketron

Industry: Enterprise Software / Media Revenue Management and Digital Services
Transaction Date: December 2017
Transaction Type: Buyout
Headquarters: Hailey, ID

Learn more about Marketron at www.marketron.com

Marketron is the media industry’s leading provider of business software solutions and services specializing in revenue management and audience engagement solutions — the most widely used in the world. With more than 7,000 media organizations served, Marketron manages an estimated $15 billion in annual advertising revenue in the United States alone. The Marketron Mediascape platform is an open architecture solution for the media industry, which effectively streamlines operational efficiencies through a web-based platform that is open for partner integrations.

ServicePower

Industry: Enterprise Software/ Field Service Management
Transaction Date: January 2017
Transaction Type: Take-Private
Headquarters: McLean, VA

Learn more about ServicePower at servicepower.com

Founded in 1996, ServicePower, Inc. is a leading provider of complex mobile workforce management software for organizations that need to optimize internal and external labor forces. Its solutions include complex real-time scheduling and route optimization of internal workforces, mobile workforce tracking, claims and dispatch management, and an outsourced 3rd party technician network. ServicePower serves leading companies in appliances, insurance and security industries with customers like GE Appliances, Electrolux, Allstate, USAA, ADT and Tyco. The Company has deployments in 20 different industries across 11 countries.

ArrowStream

Industry: Enterprise Software / Logistics
Transaction Date: January 2017
Transaction Type: Founder-Owned
Headquarters: Chicago, IL

Learn more about ArrowStream at arrowstream.com

Headquartered in Chicago, IL, ArrowStream is the first company to develop innovative supply chain solutions that address both inbound logistics and supply chain management, optimizing powerful data to provide unprecedented levels of transparency, control and actionable insight. ArrowStream has been serving the food industry for over 16 years, combining proven supply chain expertise with data science and analytics to help clients rethink and optimize their supply chains. Industry leaders nationwide trust ArrowStream to proactively manage their supply chains, dealing with issues well in advance of impact.

Caligor Coghlan Pharma Services

Industry: Healthcare Services
Transaction Date: April 2016
Transaction Type: Founder-Owned
Headquarters: Seacacus, NJ

Learn more about Caligor Coghlan Pharma Services at www.calcog.com

Caligor Coghlan Pharma Services is a global company that manages the regulatory, logistics and supply chain challenges of sourcing, storing and distributing investigational drugs for comparator clinical trials and unlicensed medicines for expanded access programs. The Company serves pharmaceutical and biotechnology companies from facilities in Secaucus, New Jersey and Dartford, UK, as well as depot locations worldwide. Caligor Coghlan Pharma Services supports comparator studies as well as programs for patients who have life-threatening conditions but lack access to clinical trials or approved therapeutic alternatives.

Blue Software

Industry: Enterprise Software
Transaction Date: December 2014
Transaction Type: Carve-out
Headquarters: Chicago, IL

Learn more about Blue Software at bluesoftware.com

Carved out from Matthews International (NASDAQ: MATW), Blue Software, with its flagship product “BLUE,” is the leading provider of artwork and label management software-as-a-service solutions to global brands in the consumer packaged goods, pharmaceutical and life sciences, and retail industries. Complete with robust workflow, digital asset management, proofing, copy management and text compare modules, BLUE product suites are used by many of the top Fortune 500 companies to improve speed-to-market, reduce production cost, and ensure government compliance. Diversis is diversifying Blue’s platform offerings and actively looking to grow the platform through add-on acquisitions. The Company is headquartered in Des Plaines, IL with offices globally.

Prime Timesheet

Industry: Software / Time and Resource Management
Transaction Date: January 2020
Transaction Type: Founder-Owned / Add-On
Headquarters: Prague, Czech Republic
Acquired By: Tempo

Learn more about Prime Timesheet at www.primetimesheet.net

Prime Timesheet extends its Atlassian Jira built-in, flexible, time tracking and reporting capabilities through its Timesheet Reports and Gadget solutions. The Company is headquartered in the Prague, Czech Republic

American Restaurant Association

Industry: Enterprise Software
Transaction Date: June 2018
Transaction Type: Founder-Owned / Add-On
Headquarters: Florida
Acquired By: ArrowStream

Learn more about American Restaurant Association at www.americanrestaurantassociation.com

Since 1996, American Restaurant Association (ARA) has been the premier food energy commodity services organization, specializing in Supply Chain Data Intelligence for the U.S. Food Service Industry and Supply Chain including restaurants, food manufacturers, food processors and distributors. Areas of expertise and services include Food Price Research Tools, Food Forecasting Tools and ChainBrain Supply Chain Analytics. ARA also assists food and energy buyers in managing volatile commodity markets through an expert team of series three licensed commodity specialists.

The Coghlan Group

Industry: Healthcare Services
Transaction Date: November 2017
Transaction Type: Founder-Owned / Add-On
Headquarters: Bastrop, TX
Acquired By: Caligor Rx

Learn more about The Coghlan Group at www.tcgsupplies.com

The Coghlan Group provides a full range of clinical trial material management and centralized randomization services to companies around the world. The company was founded by experienced clinical trial professionals, providing the pharmaceutical research industry with a reliable source for secondary packaging and labeling, blinding, 24/7 “live” patient randomization, storage and distribution, returns, and destruction of clinical trial material. More information is available at www.tcgsupplies.com

Design2Launch

Industry: Enterprise Software
Transaction Date: May 2016
Transaction Type: Carve-Out/Add-On
Headquarters: Stamford, CT
Acquired By: Blue Software
Parent Company: Eastman Kodak (NYSE: KODK)

Learn more about Design2Launch at www.kodak.com

Design2Launch is a leading provider of artwork and label management software to pharmaceutical, consumer packaged goods, retail and industrial chemical customers. The Company is headquartered in Stamford, Connecticut.

Viki Solutions

Industry: Enterprise Software
Transaction Date: January 2016
Transaction Type: Add-On
Headquarters: Victoria, BC
Acquired By: Blue Software

Learn more about Viki Solutions at vikisolutions.com

Viki Solutions is a leading provider of enterprise-grade collaboration and automation tools that optimize the productivity, quality and efficiency of complex brand, marketing and business workflows. The Company is headquartered in Victoria, British Columbia.

PORTFOLIO

Autominer

MacroMonitor

AutoSigma

AreTheyHappy

ALM Works

SalesRabbit

Roadmunk

Fishbowl Inventory

Adlib Software

truPayments

Shelfwise

Rodio

MillerPulse

Performance Design Products

Black Box Intelligence

GoSpotCheck

RFi Group

FORM

PureCars

Tempo

Marketron

ServicePower

ArrowStream

Caligor Coghlan Pharma Services

Blue Software

Prime Timesheet

American Restaurant Association

The Coghlan Group

Design2Launch

Viki Solutions

Autominer

MacroMonitor

AutoSigma

AreTheyHappy

ALM Works

SalesRabbit

Roadmunk

Fishbowl Inventory

Adlib Software

truPayments

Shelfwise

Rodio

MillerPulse

Black Box Intelligence

GoSpotCheck

RFi Group

FORM

PureCars

Tempo

Marketron

ServicePower

ArrowStream

Blue Software

Prime Timesheet

American Restaurant Association

Design2Launch

Viki Solutions

Performance Design Products

Caligor Coghlan Pharma Services

The Coghlan Group