Docupace Acquires PreciseFP

Docupace Acquires InvestEdge

February 27, 2026

Cloud & SaaS

Docupace, an AI-enabled back-office and compliance software provider backed by Genstar Capital, has acquired InvestEdge, the maker of the ComplianceEdge regulatory compliance platform for bank trust departments, broker-dealers, and RIAs. The deal expands Docupace's compliance and surveillance capabilities, creates a unified data fabric to support AI-driven supervision across onboarding and monitoring workflows, and coincides with the appointment of Brian Filanowski as Docupace CEO.

Genstar Capital Makes Strategic Majority Investment in Docupace

July 23, 2024

Cloud & SaaS

Genstar Capital has made a strategic majority investment in Docupace, a Holmdel, New Jersey-based provider of cloud-based software for wealth management back-office operations. The transaction is a recapitalization that will leave FTV Capital as a minority investor and position Docupace to accelerate organic and inorganic growth of its platform.

Docupace Acquires jaccomo

May 20, 2021

Cloud & SaaS

Docupace has acquired jaccomo, a provider of compliance, advisor compensation accounting, data integration and financial reporting systems, to expand its back-office fintech platform for wealth management firms. The acquisition integrates jaccomo's compliance and compensation capabilities into the Docupace Platform to create a more centralized, data-rich back-office solution for RIAs, broker-dealers and banks.

FTV Capital Makes Growth Equity Investment in Docupace

April 28, 2020

Cloud & SaaS

FTV Capital has made a growth equity investment in Docupace to support the company’s expansion of product and service offerings for broker-dealers, RIAs and insurance firms. As part of the investment, Docupace appointed David Knoch as CEO and added FTV representatives to its board to help accelerate product development, client support and go-to-market initiatives.

Insight Partners and Partners Group Make Strategic Investment in Precisely

April 21, 2022

Data & Analytics

Insight Partners and Partners Group agreed to make a strategic investment in Precisely, joining existing sponsors Clearlake Capital, TA Associates, and Centerbridge Partners. The minority growth investment (terms undisclosed) will fund product innovation and support Precisely's buy-and-build strategy to expand its data integrity software platform.

Precise Systems Acquires Mission Focused Systems

September 9, 2025

Engineering Services

Precise Systems, a Bluestone-backed defense services company based in Lexington Park, Maryland, has acquired Mission Focused Systems (MFS), a Royersford, Pennsylvania-based systems engineering and cybersecurity services firm. The add-on expands Precise Systems' engineering, modeling & simulation, and digital transformation capabilities for the Department of Defense, Intelligence Community, and other federal customers.