SG Credit Profile: Software & Technology The Company X1 is a market leader in remote preservation and ESI collection software. The Company’s products are utilized by F500 companies, law firms, and government agencies for legal, compliance, and governance purposes. The Financing Situation X1 required growth capital to continue new product development and to bolster its enterprise sales…

SG Credit Profile: Software & Technology The Company Rallio is a social media management SaaS platform that provides brand control and reputation management solutions to franchise businesses.   The Financing Situation Rallio was seeking non-dilutive growth capital for opportunistic M&A and to execute on a strong new customer pipeline. The Solution SG was supportive of the transaction…

SG Credit Profile: Technology (SaaS) The Company A bootstrapped communications SaaS platform catering to the insurance industry. The Financing Situation An entrepreneur with extensive insurance industry experience had an executed LOI to acquire the Company. The sellers wanted a quick exit process so provided a four (4) week timeframe to consummate the transaction. The acquisition…

SG Credit Profile: SaaS The Company A leader in cloud adoption and management solutions.  The Financing Situation The Company was seeking non-dilutive growth capital to execute on its substantial pipeline.  The Solution SG was supportive of the deal due to the Company’s recurring revenue metrics, high retention rates, positive growth tailwinds, and strength of the management…

SG Credit Profile: SaaS The Company A leader in channel management automation for enterprises selling through channel partners. The Financing Situation The Company was seeking capital for product development, to expand its team, and to execute on growth opportunities in its pipeline. The Solution SG structured a $1.5 million non-dilutive term loan supported by the…