Kaizen Equity — advisor record

FIRM RECORD

Kaizen Equity.

6 deals in the register, newest first — each row labelled with the firm's role.

Sheridan Capital Partners / PtEverywhere SELL SIDEHealthcareProvider EHR & Practice ManagementSEP 17

EMR and practice management software for physical therapy clinics, integrating scheduling, clinical documentation, billing, telehealth, and

Crunchafi / BUCS Analytics SELL SIDEFinTechAccounting & FP&ASEP 16

FP&A data integration and consolidation platform connecting ERPs, payroll, CRMs and operational systems for CPA firm CAS practices, PE firms

Jaggaer / Ivoflow SELL SIDESupply Chain/LogisticsSupply Chain PlanningSEP 14

Direct materials spend and price intelligence software that benchmarks component-level pricing against commodity indices, currency movements

TAG Software Group / Square 9 Softworks SELL SIDEHorizontal SaaSContent & Document ManagementSEP 11

AI-powered intelligent document processing and enterprise content management software automating capture, classification, retrieval, and wor

Veryon / Polaris Aero SELL SIDEIndustrial/ManufacturingQuality & ValidationSEP 4

Aviation safety management and flight-risk assessment software (VOCUS SMS, FlightRisk, GroundRisk) for corporate flight departments, charter

CAI Software / LLumin SELL SIDEIndustrial/ManufacturingMaintenance & Asset ManagementAUG 13

CMMS+ SaaS platform delivering IoT-integrated predictive and preventive maintenance, asset performance management, and work order management

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