Soraban is an AI-powered platform designed to enhance accounting workflows by automating client data intake and service delivery processes. Founded in 2021, the company aims to become the leading solution for tax firms, integrating seamlessly with existing tax software ecosystems. By leveraging AI, Soraban refines client data, improving efficiency and accuracy while reducing administrative burdens for accounting firms. The business model is customer-centric, with pricing aligned to the value provided, resulting in a growing customer base that includes some of the fastest-growing CPA firms in the US and Canada.

Virtuous Software is a leading nonprofit CRM platform designed to enhance donor engagement and streamline fundraising efforts for charitable organizations. The platform offers a suite of tools including fundraising automation, donor signals, and business intelligence, enabling nonprofits to build personalized relationships with their donors. With features like online giving, event registration, and multi-channel marketing, Virtuous empowers organizations to optimize their fundraising strategies and increase donor retention. The company is committed to helping nonprofits grow generosity and improve their impact through data-driven insights and responsive fundraising techniques.

Symmetry Software is a leader in payroll tax compliance technology, providing a comprehensive suite of payroll tax APIs and software tools that simplify the complexities of tax compliance for onboarding and payroll platforms. With over 64 million employees' paychecks calculated annually and 33 million withholding forms processed, Symmetry's products, including the Symmetry Tax Engine and Payroll Point, are designed to ensure accurate tax calculations and compliance. Founded in 1984, the company has evolved significantly, becoming a trusted partner for businesses seeking reliable payroll solutions, and is recognized for its innovative approach to payroll technology.

e Visit is a leading virtual care platform that provides healthcare systems with a comprehensive, hardware-agnostic solution for delivering integrated care. Their Platform-as-a-Service technology enables healthcare organizations to transition from traditional brick-and-mortar care to digital-first pathways, enhancing patient outcomes and operational efficiencies. Recognized as the Best in KLAS for non-EHR virtual care platforms, e Visit supports a variety of workflows including urgent care, specialty consults, and tele-stroke services. The company focuses on improving care team collaboration and clinician development while ensuring seamless integration with existing EHR systems, making it a preferred partner for complex healthcare delivery organizations.

Nurture Boss is a rapidly growing SaaS startup that provides AI-driven solutions for the multifamily housing industry. Their platform automates the entire leasing process, from lead generation to lease renewals, significantly reducing the workload for onsite teams while enhancing conversion rates. With features like virtual leasing assistants, automated communication, and robust analytics, Nurture Boss positions itself as a leader in the market, aiming to help 5 million renters find their next home by 2026. The company has recently raised $4 million in Series A funding, indicating strong investor confidence and growth potential.

equipifi is a fintech SaaS company that provides Buy Now, Pay Later (BNPL) solutions specifically designed for banks and credit unions. Their platform integrates seamlessly with existing banking apps, enabling financial institutions to enhance customer engagement, grow market share, and increase revenue. By offering flexible financing options, equipifi empowers consumers to manage their BNPL plans effectively, positioning itself as a leader in the rapidly evolving BNPL market. The company has gained traction in the financial sector, with a growing number of institutions adopting their innovative solutions to meet consumer demands.

Trainual is a software platform designed to help businesses streamline their onboarding and training processes by creating centralized playbooks. It allows companies to document processes, policies, and standard operating procedures (SOPs) in one place, making knowledge transfer simple and efficient. With features like automation, accountability tracking, and integrations with existing tools, Trainual caters primarily to small and medium-sized businesses looking to systemize their operations and improve employee retention and productivity. The platform has trained over 175,000 people across 160 countries, showcasing its scalability and market presence.

SAIL is a comprehensive platform designed to help users discover eligible HSA/FSA expenses, maximizing their savings on healthcare payments. By organizing receipts from various medical providers and utilizing AI to identify qualified expenses, SAIL empowers users to estimate tax savings and streamline reimbursements. The platform differentiates itself by providing a seamless experience that eliminates the hassle of manual receipt tracking, making it easier for patients to fully utilize their health accounts. With a focus on enhancing financial health in the face of rising healthcare costs, SAIL positions itself as a valuable tool for both patients and healthcare providers.

Better Agency is an insurance management software designed specifically for independent insurance agents, offering over 100 pre-built automation campaigns for sales, service, claims, and renewals. The platform simplifies agency workflows, allowing agents to focus on building client relationships and growing their business. With a strong emphasis on customer success, Better Agency provides onboarding support and has proven to deliver a positive ROI for over 1000 independent agents, making it a competitive solution in the insurance CRM market.

Rivia Health is a payment technology company that enhances patient engagement in healthcare payments. By integrating with healthcare provider organizations, Rivia Health automates billing workflows, reducing manual tasks and improving financial outcomes. Their platform allows patients to receive notifications and pay bills easily through various methods, including text and email, without needing to log in. This patient-centric approach not only increases cash flow but also decreases the time taken to collect payments, making it a valuable solution for revenue cycle management in healthcare.

Schola develops a school matching platform designed to help families find and enroll in the ideal PreK-12 schools, connecting them with top educational institutions and enhancing the enrollment process. The platform differentiates itself by focusing on personalized school recommendations based on family needs and preferences, aiming to simplify the often complex decision-making process for parents. With a growing user base, Schola is positioned to capture a significant share of the education technology market, catering to families seeking quality education options for their children.

Audience Plus® is a pioneering platform designed for marketers, enabling them to build meaningful relationships with customers through an AI-powered audience marketing strategy. Founded in 2022, the company focuses on transforming the traditional inbound marketing playbook by leveraging first-party data and multimedia content to engage audiences effectively. With over 30 beta customers and 5,000 subscribers, Audience Plus positions itself as a leader in the B2B marketing space, offering tools that allow brands to own their audience and control their marketing destiny.