Flow Acquisition, Valuation, Funding & Investors

Rippling is a San Francisco-headquartered workforce management platform that integrates HR, payroll, IT, and finance in one system. Founded in 2016, the company automates onboarding, benefits, device management, expense tracking, and compliance for global teams at over 100,000 organizations including Shopify and DoorDash. Its API ecosystem connects with 500-plus apps for seamless operations.

Qualia is a San Francisco-headquartered digital platform for real estate closings and refinances. Its cloud-based closing rooms consolidate documents, e-signatures, and payments for buyers, sellers, lenders, title agents, and realtors on a secure remote system. Launched in 2015, the company holds ALTA Elite Provider status and offices in Austin and Superior, Colorado. Qualia leads in cybersecurity as the first tech member of the Coalition to Stop Real Estate Wire Fraud.

Juniper Square is a San Francisco-headquartered software platform for private market fund managers providing investor portals, CRM, automated accounting, and compliance tools. It streamlines fundraising through digital subscription documents, wire tracking, and performance reporting for real estate, private equity, and venture funds. The company serves over 1,000 firms managing $3 trillion in assets with AI-powered insights and mobile access for investor relations.

Linear is a project management tool for software teams, emphasizing speed in issue tracking, roadmaps, and cycle analytics. San Francisco-headquartered and founded in 2019 by former engineers from Airbnb, Coinbase, and Uber, it features keyboard-driven navigation, real-time collaboration, and integrations with GitHub, Slack, and Figma. Used by teams at companies like Vercel and Replicate, Linear prioritizes performance with sub-50ms response times and automated workflows for sprint planning and bug triage.

HoneyBook is a San Francisco- and Tel Aviv-headquartered platform providing AI-integrated management tools for independent professionals in photography, event planning, and design. Features encompass client proposals, contracts, invoicing, and scheduling automation. Founded in 2013, it serves creators worldwide with offices supporting remote teams and integrations for calendars and payment processors.

Intapp Inc is a provider of industry-specific, cloud-based software solutions for the professional and financial services industry. It empowers private capital,g, legal, accounting, and consulting firms with the technology needed to meet rapidly changing client, investor, and regulatory requirements. Geographically, it derives a majority of its revenue from the United States and also has a presence in the United Kingdom and the Rest of the world.

Money Forward Inc provides money-related services for individuals and corporations. Its service portfolio comprises personal financial management services and MF cloud services. Its personal financial management services include economic media that conveys money related themes, automatic savings app and mirai talk channel where customers can resolve their financial concerns together directly with financial planners. Its MF Cloud services comprise cloud accounting software, cloud-based tax return, invoice preparation software, payroll calculation, and cloud-based payment reconciliation.

Jeeves is a New York-headquartered global financial platform providing corporate cards, bill payments, expense management, and AI-driven accounting automation. Launched in 2019, it supports businesses in Brazil, Colombia, North America, and EMEA with tools for multi-currency transactions, serving clients like H&M, Burger King, and Nubank.

PayFit is a Paris-headquartered SaaS provider automating payroll, expense management, and HR compliance for SMEs in France, Spain, Italy, and the United Kingdom. The platform processes salaries, generates payslips, and handles social declarations integrated with local tax authorities. Serving over 250,000 companies, PayFit connects with accounting software like Sage and Xero. Founded in 2016, it raised funds from investors including Eurazeo and expanded via acquisitions like LeaveBoard for time-tracking features.

MOV is a Tokyo-headquartered SaaS provider for Japanese retailers managing review aggregation from sites like Google and Yelp. Its platform analyzes customer feedback, distributes inbound marketing resources, and offers consulting to optimize online reputation.

Podium is a Lehi-headquartered provider of communication software for local businesses. The platform manages customer interactions through messaging, review requests, payments, and webchat integrated across Google, Facebook, and SMS channels. Launched in 2014, it supports over 100,000 locations in North America, helping service providers like dentists and home contractors convert leads into sales via automated workflows and analytics.

HighRadius is a Houston-headquartered provider of cloud-based autonomous finance software for the Office of the CFO. Its platform automates accounts receivable, treasury, and record-to-report processes for industries including manufacturing, distribution, consumer products, and energy. HighRadius serves over 1,000 enterprises worldwide with AI-driven cash application and credit management tools.

Mural is a San Francisco-headquartered visual collaboration platform used by over 50,000 organizations for remote brainstorming and workshops. The tool offers infinite canvases, templates for agile planning, and integrations with Slack, Microsoft Teams, and Jira, supporting teams at Nike, Atlassian, and Deloitte in strategy sessions.

Unqork is a New York-headquartered no-code platform for building complex enterprise applications in insurance, banking, and government sectors. Launched in 2017, it enables drag-and-drop development of forms, workflows, and integrations, serving clients like Liberty Mutual and JPMorgan Chase with faster deployments.

Vestwell is a New York-headquartered financial technology platform delivering workplace savings solutions including 401(k), 403(b), IRA, 529 education, emergency, and ABLE accounts. Established in 2016, it integrates with payroll providers such as ADP and Paychex to streamline enrollment and administration for employers nationwide. The API-based system supports student loan repayment benefits and serves financial advisors, institutions, and government agencies, powering accounts for businesses across the United States with a focus on accessibility for retirement, education, healthcare, and disability savings.

Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. It provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting, among others. The company derives revenue from software subscriptions.

ReliaQuest is a Tampa-headquartered cybersecurity company offering the GreyMatter SaaS platform for security operations. Founded in 2007, it unifies SIEM, EDR, and cloud data for threat detection and response across AWS, Azure, and Google Cloud. The platform serves enterprises with automated workflows, serving clients in finance and healthcare sectors.

BlackLine Inc is engaged in providing financial accounting close solutions delivered as Software as a Service (SaaS). The Company’s solutions enable its customers to address various aspects of their critical processes, including financial close & consolidation, intercompany accounting, and invoice-to-cash. The majority of the revenue of the company is earned in the United States.