Periphas Capital and Lavelle Capital Invest $25M in FinQuery (formerly LeaseQuery)

TA Associates Makes Majority Growth Investment in FinQuery

October 2, 2025

Cloud & SaaS

TA Associates has made a majority growth investment in FinQuery (formerly LeaseQuery), with members of FinQuery’s leadership team co-investing alongside TA. The capital will support product innovation, capability expansion of FinQuery’s AI-powered subledger and accounting automation platform, and strategic growth initiatives including potential acquisitions; financial terms were not disclosed.

LeaseQuery Acquires Stackshine

August 8, 2023

Cloud & SaaS

LeaseQuery has acquired Stackshine, a Y Combinator‑backed SaaS spend management platform founded in 2019, to expand its product offering beyond lease accounting into SaaS operations and spend optimization. The deal will allow LeaseQuery customers to centralize visibility into two major cost areas—leases and SaaS subscriptions—helping finance and IT teams identify waste and reduce unnecessary spend.

Aquiline Capital Partners Invests in LeaseCrunch

December 31, 2023

Cloud & SaaS

Aquiline Capital Partners has made a growth investment in LeaseCrunch LLC, a lease accounting and lease management SaaS provider for CPA firms. The capital will be used to scale LeaseCrunch’s product capabilities, pursue M&A opportunities, and support continued growth; the deal closed in Q4 2023 with Marks Baughan as exclusive sell-side advisor.

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.

ShipMonk Raises $65M Growth Equity from Periphas Capital

January 27, 2021

Logistics & Distribution

ShipMonk, an e-commerce fulfillment and inventory management platform headquartered in Fort Lauderdale, Florida, received $65 million in growth equity from Periphas Capital to accelerate growth, expand internationally, and enhance its technology and carrier partnerships. Periphas Capital’s Managing Partner Sanjeev Mehra will join ShipMonk’s board; Goldman Sachs and Cooley advised ShipMonk while Kirkland advised Periphas.

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

September 23, 2025

Cloud & SaaS

Filevine, a Salt Lake City–based legal operating intelligence SaaS provider, raised $400 million in an all-equity growth financing led by Insight Partners with Accel and Halo Fund co-leading and participation from Meritech, StepStone, Run Ventures and Album Ventures. The new capital will be used to scale Filevine’s product, deepen AI capabilities, and accelerate go-to-market expansion across law firms, government agencies and enterprise legal teams.