— Mainsail Partners —

2019
Year In Review

2019 was a productive year for Mainsail Partners and the companies we support. As we look back on the year, we are proud to highlight some of our most noteworthy achievements.

3
Software Platform
Investments
2
Add-On
Acquisitions
3
Leadership
Summits
31
Executives Sourced
by Mainsail
64
Ops Projects
Completed
11
New
Employees
4
Internal
Promotions
10
Charities
Supported
16
Active Portfolio
Companies

2019 Highlights

$107M in Invested Capital

Investments

3

New Software Companies In Our Portfolio

Add-On Acquisitions

2

Add-Ons

— Major Milestone —

Mainsail Partners has now invested in over 50 companies since our founding in 2003.

Our Operational Involvement

Throughout 2019, Mainsail’s dedicated team of operating professionals worked alongside the management teams of our partner companies to offer support for growth. In addition, we provided several opportunities for networking, growth and best practice sharing.

Executive Recruitment

37 Executives Hired
31 Sourced from Mainsail's executive network

Networking and Best Practices

CEO Summit

Mainsail hosted our 5th annual CEO Summit in Napa Valley, CA, where 25 of our portfolio CEOs and board members gathered for two days of networking and knowledge sharing. The summit provided portfolio executives with the opportunity to swap ideas, test new concepts in small group settings, learn from industry trailblazers and, of course, enjoy beautiful Napa Valley.

Talent Summit

Mainsail’s Talent Summit was held in Charlotte at SentryOne’s new headquarters, where 16 HR and Talent leaders came together for two days to share insights, workshop new concepts, and network. Notable speakers were in attendance and covered topics on HR strategy, characteristics of high performing cultures and optimizing talent practices.

Product & Technology Summit

Mainsail hosted 33 leaders from its portfolio companies in San Francisco. This summit was planned to coincide with Mind the Product to give attendees the opportunity to hear from product thinkers from around the world. We complemented the public conference with content specific to Mainsail companies, providing a dive deep on how to plan and prioritize a roadmap and how to increase testing and experimentation before building.

+ 17 Webinars Where We Shared Best Practices

A sampling of projects we ran in partnership with our portfolio companies.

Addressable market, segmentation and vend projects

Launching a BDR program

Persona & messaging workshops

Sales process design and CRM implementation

Evaluating & prioritizing potential partnerships

Pricing & packaging

Our Growing Team

Mainsail Partners Welcomed Eleven New Employees

KC Kanoff

Vice President

Jason Thorn

Vice President

Matt Solomon

Sales Operation Manager

Amelia King

Talent Analyst

Parker Draughon

Associate

Jackie Friedman

Associate

Max Thompson

Associate

Cally Tullo

Associate

Annie Millspaugh

Senior Accountant

Michaela Jones

Executive Assistant

Kathy Tran

Administrative Assistant

And Celebrated Four Internal Promotions

David Farsai

Principal

Tolliver Bell

Senior Associate

Rebecca Glatt

Senior Talent Manager

Immad Baig

Accounting Manager

Mainsail Culture

At Mainsail, we believe culture is key to success. In 2019, we continued to invest in companies that shared that point of view. Whether interacting with one another or with members of our portfolio companies, we remain committed to our core cultural values of determination, integrity, thoughtfulness and collaboration.

Throughout 2019, we supported 10 PHILANTHROPIC ORGANIZATIONS with community service and charitable giving.

Portfolio

The companies we support continue to progress in their growth journeys and we are proud to be their partners.

Thank you for all of your support in 2019. We are excited for the new year and look forward to working with you in 2020 and beyond.