Lead Edge Capital Invests in SafeSend to Accelerate Tax & Accounting Workflow Automation

Thomson Reuters Acquires SafeSend (cPaperless) for $600 Million

January 2, 2025

Cloud & SaaS

Thomson Reuters has acquired cPaperless, LLC (doing business as SafeSend) for $600 million in cash. SafeSend, a Michigan-based cloud-native tax automation provider with ~235 employees and expected 2025 revenue of about $60 million, will be integrated into Thomson Reuters' tax product portfolio while continuing to interoperate with other vendors.

Lead Edge Capital Makes Growth Investment in Revenue Analytics

October 24, 2022

Cloud & SaaS

Lead Edge Capital has made a strategic growth investment in Revenue Analytics, a cloud-native pricing and revenue management SaaS provider based in Atlanta. The capital will support product innovation, go-to-market expansion, and continued scaling of Revenue Analytics' pricing solutions across travel & hospitality, media, and manufacturing/distribution sectors.

Lead Edge Capital Invests in Holistiplan

August 11, 2023

Software

Lead Edge Capital, a growth equity firm, has made an investment in Holistiplan, a tax planning software provider for financial advisors. Vista Point Advisors served as exclusive financial advisor to Holistiplan on the transaction.

Bregal Sagemount Makes Growth Investment in SurePrep

November 20, 2020

Software

Bregal Sagemount has made a significant minority growth investment in SurePrep, a provider of 1040 tax automation software and software-powered services. The minority financing (terms undisclosed) will be used to accelerate product development, enhance customer service and expand SurePrep’s market and product offerings.

Lead Edge Capital Acquires GrowthZone from Greenridge Growth Partners

May 16, 2023

Software

Lead Edge Capital has acquired GrowthZone, a Nisswa, Minnesota–based provider of association membership management software, from Greenridge Growth Partners. The transaction follows Greenridge’s 2019 investment that helped GrowthZone expand its product, add ~40 employees and nearly 1,000 customers; William Blair advised GrowthZone and Raymond James advised Lead Edge on the deal.

Bonaccord Capital Partners Acquires Minority Interest in Lead Edge Capital

April 24, 2024

Financial Services

Bonaccord Capital Partners, an affiliated manager of P10, Inc., has acquired a passive minority equity interest in Lead Edge Capital, a $5 billion growth equity firm. The investment is intended to support Lead Edge's value-creation initiatives and continued growth while leaving the firm's day-to-day management and investment process unchanged.