Search company, investor...

Predict your next investment

K1 Capital Management company logo
Private Equity
FINANCE | Investment Firms & Funds
k1im.com

Investments

82

Portfolio Exits

17

Funds

8

About K1 Capital Management

K1 Capital Management operates an investment firm focusing on software companies globally. It helps businesses achieve desired outcomes by identifying and executing organic and acquisition-based growth opportunities that position their companies as industry leaders and typically invest alongside strong management teams that continue to guide their organizations on a day-to-day basis. The company was founded in 2011 and is based in Manhattan Beach, California.

Headquarters Location

875 Manhattan Beach Blvd

Manhattan Beach, California, 90266,

United States

800-310-2870

Are you an investor?
Submit your portfolio details now to be considered in our investor rankings.

Latest K1 Capital Management News

First Analysis portfolio company Chrome River Technologies merges with Certify Certify Inc., the world’s largest independent pr...

Mar 13, 2023

CHICAGO – March 26, 2019 – Certify Inc., the world’s largest independent provider of travel, expense, and invoice management software, has merged with First Analysis portfolio company Chrome River Technologies, which provides cloud-based expense and invoice automation solutions for more than 1,000 organizations worldwide. The transaction, valued at more than $1 billion, creates the industry’s most comprehensive suite of products for monitoring, managing, and analyzing corporate spend. K1 Investment Management will hold a majority stake in the combined organization. “With contributions from many valuable partners like First Analysis, Chrome River has established itself as the leader for global enterprises looking for sophisticated, highly scalable, expense and invoice management software,” said Alan Rich, CEO and co-founder of Chrome River. “Combining our resources with those of Certify, we can continue toward our goal of delivering the most innovative and agile solutions on the market. I look forward to the combined organization continuing to earn an even greater share of a rapidly growing industry.” With this merger, Certify and Chrome River will have more than 11,000 combined customers across more than 100 countries and solutions available in more than 60 languages. The companies offer best-in-class integrations to all leading enterprise resource planning systems, including those offered by SAP, Oracle, NetSuite, Sage Intacct, Microsoft Dynamics, PeopleSoft, JD Edwards and QuickBooks. First Analysis has a long history of researching and investing in enterprise productivity tech opportunities, ranging from venture-stage investments to established publicly traded leaders, and it was the first institutional investor in Chrome River. First Analysis Managing Director James Macdonald commented, “It’s gratifying to have been part of yet another success story in transforming how enterprises run with a great exit for our fund investors. Alan and his talented team have done a tremendous job building a first-class business.” About First Analysis First Analysis is a leading venture capital investor, having invested more than $780 million over four decades. With our integrative research process, we aim to invest in the best, established rapid-growth companies in the targeted sectors where we are acknowledged experts and where our success benefits not only our investors, but also our broader society and environment. The integrative research process combines 1) dynamic investment research on thousands of publicly traded and privately held companies with 2) thousands of relationships among executives, investors, and other key participants in our focus areas, yielding a deep, comprehensive understanding of each sector’s near-term and long-term potential. We help companies become profitable leaders in large markets, funding growth plans and working closely with management in areas including strategy, recruitment, sales and marketing, and corporate development. We typically invest $3-10 million as lead investor or as a syndicate partner who brings valuable perspective. About Chrome River Chrome River provides easy-to-use, enterprise-scale expense and invoice automation solutions for more than 1,000 organizations worldwide. As a result of its focus on innovation, Chrome River is rated as a leader in expense management by analyst firm IDC. Chrome River’s commitment to delivering a superior customer journey by creating long-term value for its customers makes it a preferred choice of CFOs, CIOs, accounts payable teams, travel managers, and business travelers. More than 2 million business travelers around the world trust Chrome River. About Certify Certify Inc. is the world’s largest independent provider of travel, expense, and invoice management software. The Certify family of brands includes leading SaaS platforms Certify, Nexonia, Tallie, Abacus, and Captio. With innovative spend management applications such as real-time expense reporting, integrated travel booking, time tracking, and accounts payable automation, Certify has transformed how more than 10,000 organizations manage corporate travel and entertainment expense. Customers include Circle K, Garmin, H&R Block, LogMeIn, Mailchimp, McDonald’s, Pinterest, Red Bull, Shopify, Subway, SurveyMonkey, Toyota, and Virgin Galactic. About K1 Investment Management K1 is a leading investment firm focusing on high-growth enterprise software companies globally. K1 seeks to help dynamic businesses achieve successful outcomes by identifying and executing organic and acquisition-based growth opportunities that position its companies as industry leaders. K1 typically invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. K1’s investments vary in the level of ownership in order to meet the needs of entrepreneurs and managers. Representative past and present portfolio companies include industry leaders such as Apttus, Buildium, Clarizen, Checkmarx, ChiroTouch, Granicus, IronScales, Jobvite, Litera Microsystems, RFPIO, Smarsh and Workforce Software. For more information, please contact: James Macdonald

K1 Capital Management Investments

82 Investments

K1 Capital Management has made 82 investments. Their latest investment was in Ocelot as part of their Private Equity on September 9, 2022.

CBI Logo

K1 Capital Management Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/28/2022

Private Equity

Ocelot

$117M

Yes

10

8/21/2022

Series A - III

accessiBe

$30M

No

4

7/22/2022

Series B

Caju

$25M

Yes

2

4/13/2022

Series A

Subscribe to see more

$99M

Subscribe to see more

10

3/23/2022

Series B

Subscribe to see more

$99M

Subscribe to see more

10

Date

9/28/2022

8/21/2022

7/22/2022

4/13/2022

3/23/2022

Round

Private Equity

Series A - III

Series B

Series A

Series B

Company

Ocelot

accessiBe

Caju

Subscribe to see more

Subscribe to see more

Amount

$117M

$30M

$25M

$99M

$99M

New?

Yes

No

Yes

Subscribe to see more

Subscribe to see more

Co-Investors

Sources

10

4

2

10

10

K1 Capital Management Portfolio Exits

17 Portfolio Exits

K1 Capital Management has 17 portfolio exits. Their latest portfolio exit was Zapproved on January 19, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

1/19/2023

Acquired

$99M

24

12/21/2022

Acq - Fin - II

$99M

4

2/24/2022

Acquired

$99M

1

12/6/2021

Merger

Subscribe to see more

$99M

Subscribe to see more

10

11/5/2021

Acq - Fin - II

Subscribe to see more

$99M

Subscribe to see more

10

Date

1/19/2023

12/21/2022

2/24/2022

12/6/2021

11/5/2021

Exit

Acquired

Acq - Fin - II

Acquired

Merger

Acq - Fin - II

Companies

Subscribe to see more

Subscribe to see more

Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

Subscribe to see more

Subscribe to see more

Sources

24

4

1

10

10

K1 Capital Management Acquisitions

12 Acquisitions

K1 Capital Management acquired 12 companies. Their latest acquisition was Elmo Software on October 26, 2022.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

10/26/2022

$99M

Acq - Pending

2

9/22/2021

Seed / Angel

$99M

Acq - Fin

1

2/11/2021

$99M

Acq - Fin

1

3/11/2019

Series B

Subscribe to see more

$99M

$99M

Subscribe to see more

10

2/11/2019

Series D

Subscribe to see more

$99M

$99M

Subscribe to see more

10

Date

10/26/2022

9/22/2021

2/11/2021

3/11/2019

2/11/2019

Investment Stage

Seed / Angel

Series B

Series D

Companies

Subscribe to see more

Subscribe to see more

Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$99M

$99M

Note

Acq - Pending

Acq - Fin

Acq - Fin

Subscribe to see more

Subscribe to see more

Sources

2

1

1

10

10

K1 Capital Management Fund History

8 Fund Histories

K1 Capital Management has 8 funds, including K3 Private Investors LP.

Closing Date

Fund

Fund Type

Status

Amount

Sources

12/31/2016

K3 Private Investors LP

Diversified Private Equity

Closed

1

9/8/2016

K1 Special Opportunities Fund

Subscribe to see more

Subscribe to see more

$99M

10

12/31/2014

K2 Private Investors LP

Subscribe to see more

Subscribe to see more

10

K1 CO-INVEST FUND LP

Subscribe to see more

Subscribe to see more

10

K4 Private Investors LP

Subscribe to see more

Subscribe to see more

10

Closing Date

12/31/2016

9/8/2016

12/31/2014

Fund

K3 Private Investors LP

K1 Special Opportunities Fund

K2 Private Investors LP

K1 CO-INVEST FUND LP

K4 Private Investors LP

Fund Type

Diversified Private Equity

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Status

Closed

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Amount

$99M

Sources

1

10

10

10

10

K1 Capital Management Team

11 Team Members

K1 Capital Management has 11 team members, including current Founder, Managing Partner, Neil Malik.

Name

Work History

Title

Status

Neil Malik

Founder, Managing Partner

Current

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Name

Neil Malik

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Work History

Title

Founder, Managing Partner

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Status

Current

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Compare K1 Capital Management to Competitors

Clearhaven Partners Logo
Clearhaven Partners

Clearhaven Partners is a middle-market private equity for software-based technology companies. Our core values center on integrity, partnership and results.

F
Francisco Partners

Francisco Partners is a private equity firm focused on investments in technology and technology-enabled service businesses. It pursues structured investments in technology companies, technology-enabled companies, public companies, and divisions of public companies. The company was founded in 1999 and is based in San Francisco, California.

Linknovate Logo
Linknovate

Linknovate is a data analytics and competitive intelligence platform operating in the technology sector. The company offers services that help identify emerging technologies and connect with the key players behind them, providing superior technology scouting. It uses massive data mining and machine learning to detect innovation activity of competitors, partners, providers, and newcomers, such as the launch of new products, partnerships, publications, news, grant funding, investments, and trends in general in their industry of interest. It was founded in 2012 and is based in Palo Alto, California.

Y
Yamato

Yamato develops artificial intelligence (AI) for the finance sector. It implements artificial intelligence (AI) to grow financial services' credit risk and asset management services. It is based in Tokyo, Japan.

Quantitative Systems Logo
Quantitative Systems

Quantitative Systems operates as a specialized recruiting firm that serves clients' needs for hiring individuals. It offers both local as well as national reach through a strong network of candidates and talent pipelines. The company focuses on finding software development professionals that have a keen interest in and understanding of the financial markets and systematic trading. It was founded in 2009 and is based in New York, New York.

R
Renaissance Technologies

Renaissance Technologies is an investment management firm. The firm trades in global financial markets and produces returns for its investors by employing mathematical and statistical methods in the design and execution of its investment programs. It was founded in 1982 and is based in New York, New York.

Loading...

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.