Portfolio Companies

Canopy Workforce Solutions

Canopy provides HR professionals with cloud-based technology solutions that easily organize all of their HR data and processes into a single place, enabling the best user experience for both employees and administrators. Canopy’s platform enables common data to be seamlessly shared across the Canopy suite, as well as, with third-party applications. Canopy’s solution allows HR departments to reduce costs while focusing on strategic initiatives that can maximize the value of every organization’s most important asset, its people.

Exchange Solutions

Exchange Solutions is a cloud-based marketing technology company that delivers personalized loyalty solutions to retailers enabling them to build deeper and more profitable engagement with their consumers.  Exchange Solutions does this by understanding individual consumers' behaviors, and identifying incremental actions that retail and product brands can provide that deliver value to the consumer while ensuring an incremental and profitable transaction for the brand.


PDHI is a technology company that delivers wellness and health management programs through its cloud-based ConXus Platform. PDHI’s customers include wellness providers, health systems, health plans, and large employers. Solutions are delivered using a software-as-a-service (SaaS) model that allows rapid deployment and access to capacity based on need. Clients can configure modules to match program design for each end client or workplace. ConXus solutions are configurable, scalable, and flexible to match client needs.


ProfitKey International is a provider of manufacturing planning, manufacturing operations, and financial management software for small to midsize manufacturers and job shops, helping to increase overall efficiency in the areas of shop floor scheduling, communications, inventory management, labor reporting, cost tracking, and more. Through the use of a real-time and fully-integrated enterprise resource planning (ERP) manufacturing software, ProfitKey has been able to help hundreds of small to mid-sized precision manufacturers grow.


Servicengine is a human capital management technology company that provide global mobility and remote workforce solutions for relocation management companies, corporate employers and employees.  Servicengine technology enables a wide range of users, from self-directed employee tools to full service, concierge solutions for Fortune 100 clients.

Past Portfolio Companies



DAVID Corporation was a risk, claims, and insurance software provider. It offered proven cloud-based solutions for the alternative risk market including self-insured organizations, insured's, public entity risk pools, third-party administrators (TPAs), and related insurance users. Backed by three decades of experience and client success, it helped its clients run their businesses more cost effectively by improving risk outcomes, meeting compliance requirements, increasing client retention, and leveraging claims and policy data to improve their competitiveness.