Uberflip is the #1 content experience platform that empowers B2B marketers to create & control personalized content experiences at scale. We advised them on a competitive, oversubscribed $32M growth financing round.
"Mark, Shubham and the entire SurePath team were absolutely critical to the successful outcome of our fundraise. From start to finish, they were an incredible sounding board, set and managed the process, and ultimately stepped up and filled gaps wherever needed to help us get over the finish line. Pure rockstars!" - Yoav Schwartz, CEO, Uberflip
We helped a SaaS-enabled marketplace raise a $16M Series A. This company is quietly disrupting the market and didn’t want to draw attention from the sleepy competition. So, this round was not announced.
Pike13 Acquired by Jonas
Pike13 built a mobile-first platform enabling service-based businesses to book appointments, sign up customers and get paid. We acted as exclusive strategic and financial advisor in their sale to Jonas Software, and operating group of Constellation Software (TSX: CSU).
"SurePath Capital Partners was instrumental in getting our sale to Jonas Software done. They built a pipeline from scratch and took us through to a successful close. One of the most valuable aspects was their strategic support on the finance side. This allowed us to close the deal faster with the least amount of internal disruption." - Annette Eyraud, CEO, Pike13
Closely Acquired by Thrivehive
Closely built Perch, a sophisticate, mobile-first, social listening and social presence management tool targeted to small and mid-sized businesses. We acted as exclusive strategic and financial advisor in their sale to Thrivehive, backed by Fortress Capital (Softbank).
"Over my career I have worked with many investment bankers. It was refreshing to work with Mark and the SurePath team on this deal. Mark truly understands the balance between teh needs of both the buyer and the seller. Couple that with his significant market expertise in the digital technology and SMB space, we always look forward to some compelling discussions on the overall market landscape." - Pete Cannone, CEO, Thrivehive
SweetIQ Acquired by Reachlocal
SweetIQ enables multi-location marketers to easily have their locations listed and founded by customers. We acted as exclusive strategic and financial advisor in their sale to Reachlocal, a wholly-owned subsidiary of Gannett (NYSE: GCI).
"The SurePath team worked collaboratively with our group to get us the information we needed when we needed it, and worked overtime to help us understand the market opportunity, synergies and potential in a combination with SweetIQ Analytics. As a result of their work, we were able to craft a very compelling business case and forecast for our Board and convince them that we could afford to pay a strategic value for their business. If I were selling a business, I would want a trusted advisors like SurePath on my side who understand the market, know the buyers, and have the experience and expertise needed to maximize the value in a sale process. We are very impressed by SurePath and always pick up the phone when they call with their next great idea." - Eric Bell, Director of Corporate Development, Gannet Co.
Meta Acquired by Chan Zuckerberg Initative
Meta is a tool to discover biomedical science in real-time. We helped them dual track fundraising with inbound acquisition interest, resulting in their successful sale to the Chan Zuckerberg Initiative.
Tenfold Funded by Andreessen Horowitz
Tenfold helps mid-market and enterprise customers capture 100% if their customer conversations in order to track, analyze and respond to them. We helped them raise a $12M series A round to accelerate their go to market efforts.
"We hired Mark & the SurePath team to help Tenfold with our Series A fundraise. Great investment! We received multiple term sheets from tier q firms and selected Andreessen Horowitz. SurePath helped us prepare the pitch, the pro-forma financials and supported right through to close. Investors were blown away by how well prepared we were. The process went so well, we will be engaging SurePath again for our Series B." - Patrick Hogan, CEO, Tenfold
Chef's Plate Funded by Action
Chef’s Plate is Canada’s largest provider of meal kits. We helped them raise $7M in expansion funding to further accelerate their growth.
"Our partnership with Mark and the SurePath team continues to be on of our most trusted advisory relationships. SurePath spearheaded the preparation, outreach and diligence of our successful Series B capital raise. Mark’s knowledge of the VC industry as both a former investor and operator is invaluable in navigating the dynamics of investor interest, board discussions and negotiation. SurePath also dual-tracked us by managing inbound acquisition interest, resulting in an offer to buy the business. As an entrepreneur, Mark appreciated that one of the greatest assets a business can have is ‘optionality' at all stages. Choosing SurePath was virtually a no-brainer for us given the wealth of experience and doors they opened." - Patrick Meyer, co-CEO, Chef’s Plate
Fanxchange Funded by Azure
Fanxchange offers a white label event ticketing platform to high scale distribution partners. We helped them raise a $5M venture round to accelerate their growth.
"Mark’s extensive experience, relationships and network was instrumental for our Series B. SurePath was able to curate and facilitate intro’s to a targeted list of potential VC’s that we felt fit the criteria of what we were looking for in a capital partner. SurePath opened all the right doors and as a result; played an integral part of our successful financing!" - Brandon Koffler, CEO, Fanxchange
Exact Funded by RHO
Exact Media Network powers a unique marketing channel used by companies to boost brand awareness, drive customer acquisition and increase brand loyalty. We helped them raise a $3M initial funding round to accelerate their growth, which had been bootstrapped before.
"Mark and the SurePath team are the real deal. They are a no bullshit group of people who deliver on commitments. Beyond the intellect, they have experience on all sides of the table - as an investor, entrepreneur and operator. The advice they give is grounded in experience and that’s incredibly valuable for entrepreneurs. As an entrepreneur who has never raised capital before, SurePath helped me filter our a lot of the noise and protected my time. I’m not easy to please but I’ve got a lot of love and respect for what SurePath can do for entrepreneurs." - Ray Cao, CEO Exact Media
Food.ee Funded by BDC and YaleTown
Food.ee is a leading provider of office catering on demand. We helped Food.ee raise a $5M series A round to accelerate their growth.
"Food.ee engaged with SurePath to co-pilot our successful Series A fundraise. Mark’s deep understanding of Venture Capital investment criteria and processes was like having X-ray vision. Their ultra-capable Associate made sure our Data room was ready for the toughest due diligence." - Ryan Spong, CEO, Food.ee