

We believe 2021 was a year of growth and action for Mainsail Partners, buoyed by the resilience and tenacity displayed by our portfolio of software companies.
While supporting our portfolio companies to achieve growth, Mainsail itself made important strides, including opening a second office in Austin, Texas and expanding our team of investment and operating professionals.
We closed out a busy year prepared to support software founders in amplifying growth while preserving and enhancing their culture and customer-first approach that helped them achieve success in the first place.
2021 Highlights
Completed 7 Company Exits/Recaps and 1 IPO


Acquired by Advarra
March 2021

Recapitalization
March 2021

Acquired
April 2021

Acquired by ServiceTitan
August 2021

Acquired by Inhabit IQ
August 2021

Initial Public Offering
September 2021

Recapitalized by Francisco Partners
October 2021

Acquired by Trella Health
December 2021Completed 3 Software Platform Investments



Language Interpretation
Management Software



Legal Practice
Management Software



Fire & Safety
Management Software
Completed 9 Add-On Acquisitions


Aspire Software acquires Crew Control
January 2021

GTreasury acquires Coprocess
March 2021

3PL Central acquires Skubana
April 2021

ResMan acquires Investor Deal Room
June 2021

Syncro acquires Watchman
June 2021

Centerbase acquires Family Law Software
August 2021

3PL Central acquires Scout Software
August 2021

3PL Central Acquires CartRover
November 2021

GTreasury acquires Hedge Trackers
December 2021We Opened a New Office in Austin, TX


We Were Recognized Across the Industry with
Awards & Acknowledgements
Value Creation Within Our Portfolio
Throughout 2021, Mainsail's dedicated team of operating professionals worked alongside the management teams of our portfolio companies to help drive growth. In addition, we provided several opportunities for networking,
growth and education.
Executive Recruitment


Networking & Best Practices


Hosted 6th Annual CEO Summit
38 CEOs and Board Members were in attendance at the summit in Park City, Utah. Key topics that we discussed included:
- M&A Strategies
- Building Strong Cultures
- Ops Team Case Studies


Hosted 6 expert webinars
With topics including:
- Outbound Sales with Sally Duby of the Bridge Group
- Diversity Recruiting with Bethany Coates and Eldrin Deas
- Tracking Key SaaS Metrics with Cherry Bekaert
- Product Position with April Dunford


Produced 11 new playbooks and tools for portfolio
On topics including:
- Leadership
- Leading Effective Performance Reviews
- Hiring for Diverse Talent
- Payments Pricing Model
- Sales Development Capacity
- Cohort Analysis Model
Expansion Within Mainsail
We Welcomed 9 New Members to Our Team
And Celebrated 11 Internal Promotions


Emily Azevedo
Operating Partner


David Farsai
Partner


Jason Frankel
Partner


Rebecca Glatt
Director of Talent


Cleo Nguyen
Director of Compliance


Matthew Solomon
Senior Revenue Operations Manager


Tate Cook
Senior Manager FP&A


John Matthew
Senior Manager


Sarita Ray
Senior Marketing Manager


Paul Meyer
Senior Associate


Kathy Tran
Executive Assistant
Mainsail Supporting Our Community
At Mainsail, we believe our success is due in large part to prioritizing and nurturing our own culture. Our core values and collaborative environment allow us to set clear objectives, work to achieve them and then celebrate our accomplishments together.
Some Organizations We Have Supported:
Commitment to Diversity, Equity & Inclusive
Diversity, Equity and Inclusion was a major focus for Mainsail in 2021. DEI speakers educated Mainsail on a variety of topics, including unconscious bias and allyship. We learned how to be an ally, and about D&I investment, belonging, authenticity and cultural competency.
Speakers We Welcomed Included:


Quinetta Roberson
Topic: Allyship and unconscious bias


Aslyn Teague
Topic: Cultural competency, authenticity and belonging


Rachel Williams
Topic: D&I Investment and call to action
Our Portfolio
We are proud to partner with and support these companies as they continue to evolve and expand.






























