Milestone Partners Makes Majority Investment in Set Forth (FORTH)

November 4, 2025

Milestone Partners has made a majority equity investment in Set Forth, LLC ("FORTH"), the developer of the ForthCRM and ForthPay SaaS platform for specialty finance and consumer debt providers. The FORTH management team and co-founders will remain significant equity holders; a credit facility led by Western Alliance Bank (syndicate including Axos Bank, WSFS Bank and Sunflower Bank) supports the transaction and Milestone will help accelerate product development and market expansion.

Buyers
Milestone Partners
Targets
Set Forth, LLC (FORTH)
Industry
Cloud & SaaS
Location
Illinois, United States
Transaction Type
Buyout

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