The Capitalization Report v210519 PE Software (BETA)

The Capitalization Report v210519
Editor: JD M and Will E
Topic: PE Software Deals

TOP DEALS (PE SOFTWARE)

RealPage: Thoma Bravo acquired and took private RealPage, a Richardson, Tx.-based provider of software and data analytics, for about $10.2 billion. (Disclosure: Our 100% owner, Red Hook Capital, in The Capitalization Report has been advisor to Thoma Bravo) PRESS RELEASE URL: https://www.businesswire.com/news/home/20210422005682/en/Thoma-Bravo-Completes-Acquisition-of-RealPage

Fenergo, an Ireland-based digital enabler of client and regulatory technology for financial services, raised $80 million. DXC led the round and was joined by the venture arm of Dutch bank ABN Amro. 

Kajabi, an Irvine, Calif.-based e-commerce platform for entrepreneurs in the knowledge economy, raised $550m in growth equity financing that values the company at over $2 billion

DoubleVerify, launched Initial Public Offering

VALUATION (RealPage)

Upon the completion of the acquisition, RealPage shareholders were entitled to receive $88.75 in cash per share. The price per share represents a 30.8 percent premium to the company’s closing share price of $67.83 on December 18, 2020, and a premium of 36.5 percent over RealPage’s 30-day volume-weighted average share price through December 18, 2020. With the completion of the acquisition, RealPage becomes a privately-held company, and its common stock ceased trading and will no longer be listed on the Nasdaq stock exchange.

LEADERSHIP (CEO RealPage)

Mr. Stephen Winn is the Founder and serves as Chairman of the Board & Chief Executive Officer at RealPage. He has served as RealPage chief executive officer, chairman of the board, and a member of our board of directors since November 1998. Prior to RealPage, Mr. Winn served in various executive positions, including president of Research Institute of America, a provider of information services to the accounting industry and a wholly owned subsidiary of Thomson Reuters Corporation, and president and chief executive officer of Computer Language Research Inc., a publicly traded company focused on tax compliance, tax research and accounting software, which was acquired by Thomson Reuters Corporation. Mr. Winn was one of five people recognized by the National Apartment Association as a leader in the multifamily industry. Accounting Today recognized him as one of the 100 most influential people. In June 2012, Mr. Winn was an Ernst & Young Entrepreneur of the Year 2012 Southwest Area North Award recipient. He is an active member of the National Apartment Association and National Multifamily Housing Council. Mr. Winn received his Bachelor of Science in electrical engineering from the University of Texas at Austin and his Master of Science in management from Stanford University.

OTHER DEALS (PE SOFTWARE DEALS MONEY RAISED TO DATE IN MILLIONS)

RealPage590.13
Fenergo181.38
Kajabi550
Redwood Software379.37
DoubleVerify (NYS: DV)582.94
Arrive Logistics335.05
Vena Solutions476
CivicPlus290
Octopus Deploy174.5
Axtria213.64
CLICK READ MORE SEE ALL 88 PE SOFTWARE DEALS
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INbyJD BYO Coffee Series = Stop by for Senior Executive Advisors (SEA) input on MBOs!

Join “Investor Network by JD” as we began our Zoom morning Coffee Series.

Contact via LinkedIn Jack or Charlotte to learn more. Or text Sarah at +1 858-869-9483 anytime.

URL for Jack’s LinkedIn: https://www.linkedin.com/in/jdmorrisjr/

FUTURE S.E.A. EVENTS:

  1. Venture Capitalist at Porche Race Track in Long Beach, CA
  2. Private Equity Groups at the Concours d’Elegance in Amelia Island, FL
  3. 10 more events TBA

NEXT EVENT

BYO Coffee SEA on Management Buy-Outs (MBOs) on Thursday 04/22/2021 at 8 am Pacific (20210422 08:00 Pacific)

Join Zoom Meeting
https://zoom.us/j/96175364488?pwd=MjVVTEQwQmJNMjNyVDJWZGZZWmx6Zz09

Meeting ID: 961 7536 4488
Passcode: 388999
One tap mobile
+16699006833,,96175364488#,,,,388999# US (San Jose) +12532158782,,96175364488#,,,,388999# US (Tacoma)

Dial by your location
+1 669 900 6833 US (San Jose)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
Meeting ID: 961 7536 4488
Passcode: 388999
Find your local number: https://zoom.us/u/aeCTO9yR4X

IND Event – the Amelia Island Concours d’Elegance

Contact Sarah, Jack, or Charlotte about getting approved for the VIP event at the Amelia Island Concours d’Elegance!

Learn more via our LinkedIn Group Called Investor Network

URL: https://www.linkedin.com/groups/53760/

About Amelia Island Concours d’Elegance

Now in its third decade, the Amelia Island Concours d’Elegance is among the top automotive events in the world. “The Amelia” draws more than 300 rare vehicles from collections around the world to The Golf Club of Amelia Island, The Ritz-Carlton, Amelia Island for a celebration of the automobile like no other.

More to come…

About Investor Network (IN Destinations)

Investor Network by JD will have driving experiences as well as dinner for its VIP guest at the event.

More to come….

Sarah and Charlotte will be leading the VIP event. URL to contact Charlotte directly: https://www.linkedin.com/in/sellyourcompany/

CONCEPT: There is no place like Silicon Valley or is it now the Bay Area – kinda

ey-us-venture-capital-investment.jpg.rendition.3840.2560

Source and Quote from E&Y Report by

Despite an overall slowdown in Q4, emerging regions like Los Angeles, Seattle, San Diego, and Orange County bucked the trend with increased investment across the board. Combined, they raised over $3.8 billion in funds during the final quarter and Seattle (18%), San Diego (29%), and Orange County (24%) saw double-digit growth. The leading sectors responsible for this increase were consistent with national results, including information technology, business and financial services, and health care.

CONCEPT

Seattle, Boston, Los Angles, San Diego, Austin, DC Metro (Potomac?) are all on the radar.  However, should you still move to the Bay Area or a second-tier city or stay at home?

Planning on interviewing people and place a paid article in Forbes or other freelance opportunities.

More to come on concept………………..

INTERVIEWS: Planning to reach out to EY for an interview and welcome others.

Forbes Finance CouncilJD full body

JD Morris

Member of Forbes Finance Council 2020

Contact JDM.networking@gmail.com if you are an accredited investor and want to get published on this topic or others.

REBLOG: JD Morris featured in Forbes Article on October 17, 2019.

Thanks Forbes for featuring me in one of many articles.

Forbes 5x2 Banking

Choosing The Right Bank Or Credit Card: 10 Tips From Finance Experts

10. Look For Apps That Can Help

Experian and a few others have apps that will provide recommendations based on your credit score. They have apps that will allow you to compare features including annual fees, intro rates, annual percentage rates, etc. Not all people and not all cards are created equal, so take advantage of Experian or others that have apps to help. – JD Morris, Red Hook Capital

For full article visit: https://www.forbes.com/sites/forbesfinancecouncil/2019/10/17/choosing-the-right-bank-or-credit-card-10-tips-from-finance-experts/#165222321733

MIT Founded Companies and Voiceme.AI

 

MIT FORTUNE GLOBAL 500

Did you know some of the Fortune Global 500 companies were founded or co-founded by MIT alumni such as Boeing, HP Inc., Intel, and Qualcomm?

fortune-500-HP

Investor Network by JD has a group of MIT alumni that are investing in companies founded by MIT alumni and students.  Today we profile one of their investments into Voiceme.AI LLC.

DISCLOSURE: Investor Network does not invest in companies, but is a networking group help facilitate forming special purpose vehicles (SPVs) with like-minded people.  This investment was picked by a group formed by MIT Alumni.  The group has invested in 7 companies to date this year with Voiceme.AI closing this month.

ABOUT VOICEME.AI

The MIT group has made two investments in this MIT alumni’s company to date.

VoiceMe.AI connects the deskless workforce using an AI-powered voice assistant that is optimized for executing communication and improves:

  • Operational Efficiency
  • Job Completion Rate
  • Legal Compliance
  • Data Capture and Retention
  • Communication Speed

Our solution enables hands-free enterprise messaging – think of a mobilized Slack for employees on-the-go where communication is executed and received via voice.  VoiceMe.AI’s platform currently consists of an Android app that can work seamlessly with off-the-shelf, third-party ear devices that are either Bluetooth or wired.  Our proprietary Natural Language Processing, Natural Language Understanding, and Named Entity Recognition models have been custom built from the ground up around the informal, conversational, communication domain.

DISCLOSURE: From Voiceme.AI LLC executive summary (not IN content).

ABOUT INVESTOR NETWORK

Our network started post World War II with several friends that meet during the war and started investing in companies in Lancaster Pennsylvania.  Today we have investors from around the world forming special investment vehicles (SPV) to co-invest in companies together.  They own large cash flowing (EBITDA) global private business together down to simple seed investment in a startup through as SPV.  Members of Investor Network form groups to invest in areas of interest.  We are currently expanding our George Washington University, Massachusetts Institute of Technology, Southern California, and Bay Area Groups.

 

 

 

 

Beta Blog JOURNAL by JD Morris launched

IMG_0489

I have launched a beta blog about my journey back to the top!  CHIME Journal by JD Morris.

CIME is defined as:

the top or extreme point of something (usually a mountain or hill)

My goal is something great by July (3q2019) or September (4q2019).

This is in conflict with my main belief: “Say Provocative statements that intelligent people argue about fast without dotting your I’s and crossing your T’s. As life is all about fun and results!” or do provocative activities that lead to change and great results!

Here is the URL to the beta blog:

https://investornetworkbyjd.blogspot.com/

Many changes to come!

Happy Networking and Investing,

JD Morris

JD Morris

Your Host for Investor Network family of companies

investor-network