Genstar Capital Makes Strategic Majority Investment in Docupace

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.

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 and GI Partners Recapitalize Daxko

October 19, 2021

Cloud & SaaS

Genstar Capital has joined existing investor GI Partners to recapitalize Daxko, the Birmingham-based provider of membership management software and integrated payments for the health and wellness industry. The investment will support accelerated product innovation, customer support, sales and marketing, and Daxko’s ongoing acquisition strategy.

Docupace Acquires PreciseFP

September 30, 2021

Software

Docupace, a provider of cloud-based digital operations software for the wealth management industry, acquired PreciseFP, a client onboarding and data-gathering platform for financial advisors. The acquisition expands Docupace's new account opening and client onboarding capabilities to create an end-to-end digital ecosystem for RIAs and broker-dealers.

Genstar Capital Acquires Majority Stake in Vector Solutions

July 1, 2021

Cloud & SaaS

Genstar Capital acquired a majority ownership stake in Vector Solutions from Golden Gate Capital, with a strategic investment from Insight Partners. Vector Solutions will remain headquartered in Tampa, Florida and led by CEO Marc Scheipe; Genstar plans to support product development and market expansion, including growth via M&A.

Main Capital Partners Acquires Documaster from Summa Equity

May 26, 2025

Cloud & SaaS

Main Capital Partners has acquired Norwegian cloud-native document management SaaS provider Documaster from Summa Equity, which fully exited its investment. Since Summa's 2017 investment, Documaster grew more than 15x in revenue, reached profitability in 2024, and now has nearly 100 employees and ~750 customers (primarily public sector) across the Nordics and the Netherlands. Main Capital will aim to scale Documaster further across the Benelux and Nordic markets.