Investment Summary

FTV Capital and Escalate Capital Invest In Welcome

On September 2, 2015, growth capital firm FTV Capital and mezzanine finance firm Escalate Capital invested in software company Welcome

Investment Highlights
  • This is FTV Capital’s 17th and Escalate Capital’s 6th transaction in the Software sector.
  • This is FTV Capital’s 61st and Escalate Capital’s 32nd transaction in the United States.
  • This is FTV Capital’s 8th and Escalate Capital’s 3rd transaction in New York.
Investment Fate
  • Welcome was sold to a strategic buyer in 2021.

Investment Summary

Date 2015-09-02
Target Welcome
Sector Software
Investor(s) FTV Capital
Escalate Capital
Deal Type Growth Capital

Target

Welcome

New York, New York, United States
website
Welcome is a marketing orchestration platform marketing management software that was purpose-built for the complexities of modern marketing, helping the world's best teams work better, together, and transform how they manage the end-to-end marketing lifecycle. Welcome was founded in 2008 and is based in New York City.

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Investor(S) 2

Investor

FTV Capital

San Francisco, California, United States

Investor Investor Investor Investor Investor

website


Category Growth Capital Firm
Founded 1998
PE ASSETS 6.2B USD
Size Large
Type Sector Agnostic
DESCRIPTION

FTV Management Company, L.P. (FTV Capital) is a multi-stage private equity firm focused on providing capital to high-growth companies. FTV generally seeks to invest in software, business services, and financial services companies which enable financial institutions to expand and to operate more efficiently. Investment proceeds are typically used to fund rapid organic growth, provide shareholder liquidity, pursue add-on acquisitions, or acquire divestitures. FTV prefers to act as the lead or control investor and targets equity commitments of $10 to $85 million per transaction. FTV Capital was established in 1998 and was formerly known as FTVentures. FTV Capital is based in San Francisco with an additional office in New York City.


DEAL STATS #
Overall 70 of 116
Sector (Software) 17 of 25
Type (Growth Capital) 13 of 50
State (New York) 8 of 12
Country (United States) 61 of 95
Year (2015) 4 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-08-19 Shoutlet

Madison, Wisconsin, United States

Shoutlet, Inc. is a cloud-based social marketing platform that empowers brands to build meaningful customer relationships that drive real value.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-09-16 Sunlight Financial

New York, New York, United States

Sunlight Financial provides long-term loans to finance the installation of residential rooftop solar systems. Sunlight offers its financing products to market-leading installers and large equipment distribution companies. The company partners with solar and battery installers, equipment distributors and sales organizations nationwide to help homeowners save money. Sunlight Financial was founded in 2014 and is based in New York City.

Buy -
Investor

Escalate Capital

Austin, Texas, United States

Investor Investor Investor Investor Investor

website


Category Mezzanine Finance Firm
Founded 2005
PE ASSETS 830M USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Escalate Capital Partners is a private investment firm focused on providing capital to expansion and late-stage companies. The Firm focuses its investment activity within the technology, life sciences, and service-based industries. Prospective financing solutions include senior, subordinated and mezzanine debt. Escalate's target investment size is $5 to $30 million. Escalate Capital Partners has offices in Menlo Park, California and Austin, Texas.


DEAL STATS #
Overall 32 of 39
Sector (Software) 6 of 9
Type (Growth Capital) 10 of 13
State (New York) 3 of 3
Country (United States) 32 of 39
Year (2015) 5 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-07-14 CallMiner

Waltham, Massachusetts, United States

CallMiner helps businesses and organizations improve contact center performance and gather key business intelligence by automating their ability to listen to every customer interaction. CallMiner offers real-time monitoring and post-call analytics, delivering actionable insights to contact center staff, business analysts, and executives. CallMiner was founded in 2002 and is based in Waltham, Massachusetts.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-08-18 IDX

Portland, Oregon, United States

IDX is a provider of identity protection and data breach services for companies and individuals throughout the U.S. ID Experts combine consumer-centric software and concierge-style professional services in serving organizations across government, healthcare, commercial enterprises, financial institutions, and higher education. IDX was founded in 2003 and is based in Portland, Oregon.

Buy -