Pursuant Acquires Fundraising Automation Software Company 2DIALOG

Invoca Acquires DialogTech

May 24, 2021

Cloud & SaaS

Invoca, a Santa Barbara–based conversation intelligence platform, acquired DialogTech in a combined cash-and-stock deal to create a leading AI-powered conversation intelligence provider with pro forma revenue of about $100M. The deal brings DialogTech’s call-tracking and analytics capabilities into Invoca’s platform, expanding product capability, industry coverage, and the combined company’s customer base.

The Pursuant Group Acquires Causemo

August 14, 2019

Cloud & SaaS

The Pursuant Group has acquired Causemo, a Boston-based fundraising intelligence and donor segmentation SaaS platform. Pursuant plans to integrate Causemo into its Pursuant Insights analytics suite to expand its data-driven technology capabilities for nonprofit clients.

G2 Acquires unSurvey's AI Capabilities and Team

June 10, 2025

AI & Machine Learning

G2 has acquired AI-first capabilities and talent from unSurvey, a Y Combinator–backed conversational-AI research company. The unSurvey founding team and engineers join G2 to embed voice- and AI-led conversational review collection and custom research capabilities across G2's marketplace, strengthening its AI product offerings.

Ontra Acquires FundFormer

June 28, 2022

Cloud & SaaS

Ontra, a San Francisco-based contract automation and intelligence provider for asset managers, has acquired FundFormer, an electronic subscription document provider for fund managers and investors. The deal brings the FundFormer team into Ontra and integrates FundFormer’s digital subscription and investor onboarding capabilities to help asset managers raise funds faster and improve the LP experience.

Virtuous Acquires RaiseDonors

December 11, 2020

Cloud & SaaS

Virtuous, a responsive fundraising platform for nonprofits, has acquired RaiseDonors, a Dallas-based online fundraising platform. The deal expands Virtuous's online giving capabilities — including embeddable forms, customized landing pages and text-to-give — to deliver more personalized, multi-channel fundraising experiences for nonprofit customers.

Insight Venture Partners Acquires PDI (Professional Datasolutions, Inc.)

March 20, 2019

Software

Insight Venture Partners led an investment to acquire Professional Datasolutions, Inc. (PDI), a provider of enterprise software for convenience retail, wholesale petroleum and fuel logistics. Harvest Partners' non-control SCF vehicle also invested to support the transaction while existing investors Genstar Capital and TA Associates retained minority stakes; proceeds will be used to accelerate PDI's global growth, product innovation and strategic add-on activity.