B2B specialist businesses built on expertise.
Specialist businesses delivering services their clients depend on. We partner with management to strengthen leadership, develop commercial capabilities, improve service delivery and pursue strategic acquisitions.
What they do
Altus provides commercial receivables management to thousands of clients, helping the office of the CFO tackle unpaid invoices and improve cash flow. Combining seasoned professionals with intelligent automation and analytics, the company accelerates collections for clients ranging from small businesses to multinationals.
Building together
Since our investment, we have worked with management to carve Altus out of its former parent as a standalone business, with no disruption to clients. We strengthened the leadership team and moved the sales organization to a segmented hunter-farmer coverage model. On AI, we developed a technology roadmap that is delivering better recovery models and automated collector workflows, with its first tools now live.
What they do
CallRevu provides call tracking, analytics, and lead development services, primarily catering to the automotive industry. Its integrated platform combines dealership telephony, real-time call tracking, and performance analytics to turn communication data into insights that improve customer experience and drive growth across sales and service operations.
Building together
Together with management, we built a 36-month product and AI roadmap that connects call analysis with real-time coaching, missed-lead recovery and insight into dealership revenue. Through strategic M&A, we added tools to engage incoming leads faster and expanded into Europe and auto-adjacent markets.
What they do
ConData provides freight post-audit, parcel audit and transportation spend analytics to large enterprises, reviewing billions of dollars of freight spend each year across all modes and regions. Its model pairs experienced auditors with proprietary technology and audit algorithms that identify complex billing errors and recover overcharges for clients.
Building together
Together with management, we introduced applied AI into ConData's audit process. Machine-learning models check invoice pricing against contract terms, flag duplicate charges and prioritize potential claims for auditor review. This expands audit capacity while directing expertise to the most significant billing errors.
What they do
Numera delivers outsourced accounting, tax and CFO advisory to more than 4,000 clients, with over 500 professionals across three segments: Startup, SMB and Advisory. Its AI-enabled delivery model pairs expert accountants with technology that handles the repeatable work, in a field where accuracy is critical.
Building together
Since our investment, we have worked with management to build Numera into a single, scalable platform ready for its next stage of growth. We organized the business into three segments, each run by a general manager accountable for growth and delivery, and standardized titles and compensation across the firm. Ten legacy brands are coming together under one Numera. We worked closely with the CFO to evolve the M&A program, refining our acquisition criteria and building out a multi-channel sourcing engine, resulting in the addition of four practices since our investment. On AI, we worked with management to stand up a dedicated function with governance and an ROI framework. Its first tools are live in bookkeeping and time tracking, and close automation is now being deployed.
We invest in sectors where firms compete on expertise, relationships, and data.
Building a firm like these?
We would like to hear about it, whether you are thinking about a partner now or in a few years.