2020 challenged all of us across many fronts. As we reflect on the year, we are full of pride and admiration for the resilience and strength shown by our portfolio companies, our limited partners and everyone at Spectrum. Notwithstanding the backdrop, it was a very productive year for the firm including the largest public offering and the largest strategic sale in the firm’s history, with the IPO at GoodRx and the announced and pending acquisition of Verafin by Nasdaq, in addition to the close of Fund IX ($1.5 billion) and the Overage Program ($150 million). Our 2020 year in review recognizes these achievements and many more. Thank you for your support, and we look forward to new opportunities and continued growth in 2021.

Investments

Exits & IPO

Acquired by Blackstone

Acquired by Turnitin

IPO (NASDAQ: GDRX)
Stock Distribution (NASDAQ: SVMK)

Acquired by Nasdaq (Pending)

Portfolio Value Creation

We partner with entrepreneurs and management teams to support their growth journey and sustained category leadership.

Mergers & Acquisitions

Acquired by

Definitive Healthcare

Acquired by

Definitive Healthcare

Acquired by

GoodRx

Acquired by

Scribd

Acquired by

Tenstreet

Acquired by

The Knot Worldwide

Acquired by

Varicent

Acquired by

Varicent

Human Capital

Recognitions & Perspectives

Portfolio Awards

Four Spectrum Portfolio Companies Named to 2020 Inc 5000 List

Learn more
  • Agilis Systems
  • Definitive Healthcare
  • Kajabi
  • Visual Lease

Three Spectrum Portfolio Companies Named to Deloitte Technology Fast 500

Learn more
  • DataCamp
  • Definitive Healthcare
  • Visual Lease

Leadership Awards

Organization Updates

Additions

Sanjay Tiwary

Chief Technology Officer

Lauren Shimbo

Vice President

Annaliesa Routh

Vice President

Promotions

Julia Kuo Chen

Principal

Adam Gassin

Principal

Matt Neidlinger

Principal

Michael Radonich

Principal

Jamie Mitchell

Vice President

Kevan Olander

Vice President

Sam Todd

Vice President

Angus Wilson

Senior Associate

See the Full Team

Our Strategy

We are growth equity investors providing capital and strategic support to innovative companies in the information economy.

Sector Focus

Internet-enabled Software and Information Services

Business Model Focus

Recurring Revenue, Subscription, Transactional

Investment Size

$25 - $150 million, additional capacity for follow-ons

Company Characteristics

Fast growing, category leadership Proven business model with established product and customer base Typically founder owned with little to no prior institutional capital

Transaction Structuring

Flexible approach to structure, governance and ownership Primary and secondary capital Minority recap and change of control

Organizational Resources

Tenured, cohesive team with deep domain expertise Senior resources focused on talent, legal, technology and tax Network of world-class executives

Content contained in this year in review is not intended to and does not constitute investment advice. Your use of the information in this year in review and materials linked is at your own risk. Spectrum Equity does not make any guarantee or other promise as to any results that may be obtained from using this content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. Past performance is not indicative of future results, and there is a possibility of loss in connection with an investment in any Spectrum Fund. To the maximum extent permitted by law, Spectrum Equity disclaims any and all liability in the event any information, commentary, analysis, and/or opinions prove to be inaccurate, incomplete or unreliable, or result in any investment or other losses. The specific companies identified above does not represent all of Spectrum’s investments, and no assumptions should be made that any investments identified were or will be profitable. View the complete list of our portfolio companies.

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