Filevine Raises $400M from Insight Partners, Accel and Halo Fund

Filevine Acquires Pincites

December 18, 2025

Software

Filevine has acquired Pincites, an AI-powered contract drafting and redlining tool built natively for Microsoft Word, bringing the full Pincites team into Filevine to create "LOIS for Word." The acquisition expands Filevine's Legal Operating Intelligence System (LOIS) into Word-native drafting and redlining capabilities and strengthens its push into corporate/transactional legal workflows.

FileTrail Acquires Teravine

January 18, 2022

Cloud & SaaS

FileTrail, a provider of information governance and records management software, has acquired Teravine, Inc., an Overland Park, Kansas–based information governance SaaS provider serving large law firms. FileTrail will integrate Teravine's Provident software into its governance suite to create a more complete end-to-end solution and advance future capabilities including AI and NLP; Teravine's former CEO Wes Baldwin will join FileTrail as CTO.

Haveli Investments and Bregal Milestone Lead Majority Recapitalization of M-Files

August 13, 2024

Software

M-Files Corporation has agreed to a majority recapitalization led by Haveli Investments and Bregal Milestone, with founder & CEO Antti Nivala remaining a significant minority shareholder alongside company leadership and employees. The deal — expected to close in Q4 2024 — will support global expansion, product innovation and acceleration of M-Files’ GenAI and knowledge work automation capabilities.

FundThrough Acquires BlueVine's Invoice Factoring Business

January 13, 2022

Payments & Fintech

FundThrough has acquired the invoice factoring business of fintech BlueVine, bringing all BlueVine factoring employees into FundThrough and doubling FundThrough's U.S. client base. The deal accelerates FundThrough's U.S. expansion and embedded-finance strategy, positioning it as a larger AI-powered invoice funding platform in North America.

Riverwood Capital Invests $46.5M in Files.com

February 2, 2021

Cloud & SaaS

Files.com, a provider of secure file workflows and automation, received a $46.5 million growth investment from Riverwood Capital to accelerate product development and expand adoption of its cloud-based automation platform. The company -- a bootstrapped, profitable business serving more than 1,500 customers -- will use the capital to speed its development roadmap and scale growth.

Valeas Capital Partners Backs Sequoia Financial Group with $200M Minority Investment

October 19, 2022

Financial Services

San Francisco-based Valeas Capital Partners has committed more than $200 million to acquire a minority stake in Akron, Ohio-based Sequoia Financial Group, joining existing minority investor Kudu Investment Management. Sequoia — which will remain majority employee-owned — will use the capital to accelerate organic and inorganic growth, invest in technology and expand client services.