Enterprise Software Investors

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What We Do

K1 Investment Management, LLC is a West Coast-based private equity firm investing in high-growth private companies across North America. We seek to help dynamic businesses achieve successful outcomes by identifying and executing organic and acquisition-based growth opportunities that can position our companies as industry leaders. Our team members have been investing in software companies for over 20 years.

Recent Insights

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K1 Exits Apttus, Realizes Enterprise Value Growth Over $1 Billion

Since 2013 Series A investment by K1, Apttus revenues grew more than 5x LOS ANGELES, Calif., October 3, 2018 — K1 Investment Management, a leading private equity firm exclusively focused on enterprise software, today announced a successful exit from its investment in Apttus, as Thoma Bravo acquired a majority interest in the company. K1 was the first institutional investor in Apttus and led its Series A investment in September 2013. During Apttus’ five-year partnership with K1, the compan

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Certify Expands Global Presence with Captio Acquisition

Portland, Maine (September 18, 2018)— Certify, the largest independent provider of expense management software, announces the acquisition of Captio, a leading expense provider in Europe. The acquisition is Certify’s first outside of North America and its most significant international venture to date. The deal allows Certify to offer its expense management products for large, midsize and SMB customers throughout Europe and specifically in Spain, Portugal, France and Italy, where Captio has a

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RFPIO Secures $25 Million from K1 Investment Management to Revolutionize Proposal Management Industry

Beaverton, OR, July 24, 2018 — RFPIO, a leader in cloud-based RFP (Request for Proposal) response software, announced it has secured $25 million from K1 Investment Management (K1). With the investment, RFPIO will accelerate product development and scale operations to meet increasing enterprise demand for innovative, market-leading proposal management software. Leveraging the industry’s first artificial intelligence (AI) enabled solution, RFPIO is changing the way organizations fulfill bus

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Certify Grows Travel & Expense Management Software Portfolio with Abacus Acquisition

PORTLAND, MAINE, July 17, 2018—Certify announces the acquisition of Abacus, the leading real time expense reporting solution. Financial terms of the deal are not being disclosed. Certify, which was purchased last year by K1 Investment Management and merged with Nexonia, ExpenseWatch and Tallie, is taking a unique, multi-brand approach in its effort to change the expense management landscape. Adding Abacus to its product portfolio allows Certify, which already supports more than 10,000 enterpri

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K1 Invests In The World’s First Automated Phishing Prevention, Detection and Response Provider

TEL AVIV, ISRAEL (PRWEB) DECEMBER 05, 2017 IRONSCALES, the world’s first automated phishing prevention, detection and response provider, today announced that it has secured a $6.5 million Series A, led by K1 Investment Management, LLC, with participation from existing investor RDC. On the cusp of its third consecutive year of triple digit revenue growth, IRONSCALES will use the capital investment to accelerate its channel partner program, expand its global sales team and expedite resea

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K1 Combines Actiance and Smarsh to Create Enterprise Information Archiving Leader

LOS ANGELES, PORTLAND, Ore. and REDWOOD CITY, Calif., Nov. 15, 2017 /PRNewswire/ -- K1 Investment Management today announced the acquisition of Actiance, a pioneer in communications compliance, archiving, and analytics. Pending regulatory approval from government authorities, Actiance will combine with Smarsh, which provides comprehensive archiving solutions for compliance, e-discovery and risk management, creating the clear, global market leader in compliance and enterprise information archivin

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Our Value Add

K1 typically invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. As partners, we seek to provide meaningful strategic and financial support to help our companies reach their full potential. Our investments vary in the level of ownership in order to meet the needs of entrepreneurs and managers. Through our affiliate K1 Operations, LLC, the firm provides a broad range of transformative, consultative services to our portfolio companies.

Organizational Health

We partner with our companies to develop high performing leadership teams focused on achieving results. We believe cultures that promote trust, healthy conflict, commitment to common goals, and mutual accountability throughout the organization are critical to factors for success.

Corporate Development

We assist our leadership teams to pursue strategic acquisitions that broaden product suites and accelerate roadmaps, open up new territories globally, and consolidate markets transforming the competitive landscape. These activities enable our portfolio companies to further enhance their scale and profitability. We manage the entire process including sourcing, negotiation, diligence, and financing.

Executive Development

We believe that great leadership inspires potential and drives sustainable results. We assist in recruiting top talent as well as retaining people through employee engagement initiatives. We strive to create an environment that embraces learning and professional development. These strategies range from the design and implementation of onboarding boot camps all the way to year-long executive leadership development programs.

Revenue Acceleration

We help develop corporate strategy that transforms competitive positioning and allows our portfolio companies to achieve accelerating revenue growth. We assist leadership teams with go-to-market strategy, launching new products, and expanding into new verticals and geographies with a focus on achieving product-market fit.

Performance Improvement

We focus on repeatable processes and scalable technologies that produce predictable results. We identify common opportunities and solutions to drive financial performance. We partner with leadership teams to identify opportunities to improve results across all functional areas and provide access to our Intelligent Operations (IOPs) expertise and tools for execution.

Thought Leadership

Our executives interact across the portfolio through round tables and quarterly summits sharing lessons learned and benchmarking data. Our in-house subject matter experts leverage the collective knowledge and experiences within the broader portfolio to assist our leadership teams by sharing best practices, case studies as well provide hands-on support during execution.