Lead Edge Capital Invests in Holistiplan

ParkerGale Invests in e-PlanSoft

September 10, 2025

Cloud & SaaS

ParkerGale has made a growth investment in e-PlanSoft, the Irvine-based provider of electronic plan review software. The capital will fund product and AI feature development, improved services, and expanded support capabilities; Jon Sonnenschein has joined e-PlanSoft as CEO. Financial terms were not disclosed.

Lead Edge Capital Makes Strategic Growth Investment in IGM Technology

July 2, 2024

Cloud & SaaS

Lead Edge Capital has made a strategic growth investment in IGM Technology, a provider of cloud-based financial reporting, budgeting and disclosure software for state and local governments. The minority growth equity investment — the company’s first institutional capital raise — will be used to accelerate product development, expand operations and support market adoption of IGM’s Gravity platform.

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.

PeakEquity Partners Leads $60M+ Growth Investment in HighLevel

November 16, 2021

Cloud & SaaS

PeakEquity Partners led a group that invested over $60 million to acquire a minority stake in HighLevel, the Dallas-based white-label marketing and CRM platform for agencies. The investment will support product development, team growth and expansion; PeakEquity partners will join HighLevel's board and Vista Point Advisors served as exclusive financial advisor.

Featheringill Capital Acquires Majority Stake in InvestEdge

October 2, 2020

Software

Featheringill Capital acquired a majority interest in InvestEdge, Inc., a provider of compliance, portfolio management, and UMA software for wealth managers. The investment provides InvestEdge with capital to strengthen its financial position and accelerate product development and customer support, with senior management supporting and participating in the transaction.

Vitruvian Partners and Lead Edge Capital Make Majority Growth Investment in Azul Systems

March 4, 2020

Software

London-based Vitruvian Partners, together with New York-based Lead Edge Capital, has agreed to make a majority growth equity investment in Sunnyvale-based Azul Systems. Azul's existing management will remain in place, shareholders are expected to receive approximately $340 million in consideration, and the investment will support product development, team scaling and potential strategic acquisitions to accelerate growth.