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We are proud of the resiliency and adaptability of the Spectrum team and our portfolio companies as we navigated the vagaries of the pandemic together. Notwithstanding these challenges, we are pleased to report that 2021 was a record year for the firm with 10 new investments, 10 liquidity / IPO events and significant progress across our portfolio company value creation initiatives.

10 New Investments

Scroll over each of our new investments to learn more about why we invested.

New Founders and CEOs to the Spectrum Family

Sam LiangFounder, CEO - Otter.ai
David ReidFounder, CEO - Ease
Chris MaclinCEO - Empyrean Solutions
Eric JohnsonFounder, CEO - membersy
Sean FitzpatrickCEO - OTA Insight
Sanjeev SinghFounder, CEO - Zenwork
Kate Eberle WalkerCEO - PresenceLearning
JB OrecchiaCEO - SavvyMoney
Daniel GilmanFounder, CEO - RxVantage
Sam LiangFounder, CEO - Otter.ai
David ReidFounder, CEO - Ease
Chris MaclinCEO - Empyrean Solutions
Eric JohnsonFounder, CEO - membersy
Sean FitzpatrickCEO - OTA Insight
Sanjeev SinghFounder, CEO - Zenwork
Kate Eberle WalkerCEO - PresenceLearning
JB OrecchiaCEO - SavvyMoney
Daniel GilmanFounder, CEO - RxVantage
Sam LiangFounder, CEO - Otter.ai
David ReidFounder, CEO - Ease
Chris MaclinCEO - Empyrean Solutions
Eric JohnsonFounder, CEO - membersy
Sean FitzpatrickCEO - OTA Insight
Sanjeev SinghFounder, CEO - Zenwork
Kate Eberle WalkerCEO - PresenceLearning
JB OrecchiaCEO - SavvyMoney
Daniel GilmanFounder, CEO - RxVantage

10 Liquidity & IPO Events

Portfolio Growth

M&A

9 of our companies expanded through 11 acquisitions of complementary products, exceptional talent, and presence in new geographies.

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Recruiting

We work hard to help our companies attract exceptional talent and strive to continue our relationships with proven executives beyond their successful exits.

68

Closed searches across 30 companies

12K

Total employees across the portfolio

8K

Employees added since Spectrum's investment
Carly SmithCMO
Ning WangBoard Director
Current: CEO, OffensiveSecuritylined chains
Melissa EsmundoBoard Director
Current: Chief Commercial Officer, TeachersPayTeacherslined chains
Jason HowardBoard Director
Current: EVP Cyber Security Solutions, Mastercard; former CEO Ethocalined chains
Julia CheekBoard Director
Current: CEO, Everly Healthlined chains
Kim JabalBoard Director
Tom DixonBoard Director
Eric BluhmCRO
Sean GoldsteinCRO
Greg HintzCOO
Dustin CrawfordHead of Sales
Cynthia PattersonHead of People
Joaquin GamboaGeneral Counsel
Carly SmithCMO
Ning WangBoard Director
Current: CEO, OffensiveSecuritylined chains
Melissa EsmundoBoard Director
Current: Chief Commercial Officer, TeachersPayTeacherslined chains
Jason HowardBoard Director
Current: EVP Cyber Security Solutions, Mastercard; former CEO Ethocalined chains
Julia CheekBoard Director
Current: CEO, Everly Healthlined chains
Kim JabalBoard Director
Tom DixonBoard Director
Eric BluhmCRO
Sean GoldsteinCRO
Greg HintzCOO
Dustin CrawfordHead of Sales
Cynthia PattersonHead of People
Joaquin GamboaGeneral Counsel
Carly SmithCMO
Ning WangBoard Director
Current: CEO, OffensiveSecuritylined chains
Melissa EsmundoBoard Director
Current: Chief Commercial Officer, TeachersPayTeacherslined chains
Jason HowardBoard Director
Current: EVP Cyber Security Solutions, Mastercard; former CEO Ethocalined chains
Julia CheekBoard Director
Current: CEO, Everly Healthlined chains
Kim JabalBoard Director
Tom DixonBoard Director
Eric BluhmCRO
Sean GoldsteinCRO
Greg HintzCOO
Dustin CrawfordHead of Sales
Cynthia PattersonHead of People
Joaquin GamboaGeneral Counsel

Portfolio Recognition

Organization

We were thrilled to welcome several new additions and extend congratulations on well-deserved promotions.

promotionTiger HendersonAssociate
promotionClay McCollumAssociate
additionEmily CalkinsVice President
additionJoey HaigAssociate
additionAndy RobertsonAssociate
additionJeremy TepperAssociate
additionWill SweeneyAnalyst
additionLucy ByrdMarketing & Communications
promotionTiger HendersonAssociate
promotionClay McCollumAssociate
additionEmily CalkinsVice President
additionJoey HaigAssociate
additionAndy RobertsonAssociate
additionJeremy TepperAssociate
additionWill SweeneyAnalyst
additionLucy ByrdMarketing & Communications
promotionTiger HendersonAssociate
promotionClay McCollumAssociate
additionEmily CalkinsVice President
additionJoey HaigAssociate
additionAndy RobertsonAssociate
additionJeremy TepperAssociate
additionWill SweeneyAnalyst
additionLucy ByrdMarketing & Communications

Spectrum Recognition

Inc's Top Founder-Friendly InvestorsRead the Article
GrowthCap Top 25 Growth Equity FirmRead the Article
GrowthCap Top 25 Healthcare InvestorRead the Article
Jeff Haywood
Steve LeSieur
GrowthCap 40 Under 40Read the Article
John Connolly
Parag Khandelwal

Community Impact

We are committed to strengthening our community through dialogue, advocacy, volunteerism and financial resources.

The Colorwave Project In partnership with Colorwave, we cultivated a fellowship program to provide more professionals of color with career opportunities in the innovation economy.
MindsMatterWe hosted an inaugural summer internship program with four rising high school seniors.
Philanthropic GivingWe supported 57 causes that matter the most to our team members, spanning local and national social and economic mission-driven non-profits.

25+ YEARS OF A FOCUSED, CONSISTENT GROWTH EQUITY STRATEGY SUPPORTING INNOVATIVE COMPANIES IN THE INFORMATION ECONOMY

Sector Focus
Internet-enabled software and information services in target vertical markets
Business Model Focus
Enduring customer relationships and resilient revenue models
Investment Size
$25 - $200 million, additional capacity for follow-ons
Company Characteristics
Rapid growth, emerging category leaders Proven value proposition and high customer advocacy Scalable operating leverage
Transaction Structuring
Flexible approach to structure, governance and ownership Primary and secondary capital Minority recapitalizations and change of control
Organizational Resources
Tenured, cohesive team with deep domain expertise Senior resources focused on talent, legal, technology, finance and business operations Growing network of world-class executives