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Success Stories

See how How To SaaS has helped other investors, CEOs and marketing leaders scale marketing faster to create enterprise value.

 

HelpSystems

Annual Revenue: $200M+
Industry: IT Software

  • 200% increase in Closed Won Bookings from Marketing
  • Scaled marketing budget by $1M
  • 45% decrease in cost per opportunity
  • 17% increase in organic traffic
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Helpsystems
TA Associates

Top Of Mind

Annual Revenue: $10M+
Industry: CRM software

  • Overhauled marketing metrics to build targets and measure success
  • Increased leads through new demand gen channels
  • Increased marketing investment by proving ROI
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Top of mind
Primus

Intelerad

Annual Revenue: $100M+
Industry: Medical Software

  • Transformed marketing organizations to be process-driven
  • Helped fill key roles in the marketing team
  • Identified quick wins for demand generation
  • Secured marketing investment to start experiments within the fiscal year
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Intelerad
Hg

Mailprotector

Annual Revenue: $10M+
Industry: IT Software

  • Broadened demand gen to increase lead sources
  • Directed marketing spend with data insights
  • Expanded marketing team  with critical roles
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Mailprotector
Ballast point

insightsoftware

Annual Revenue: $125M+
Industry: Financial Reporting

  • Expanded marketing team with critical roles
  • Increased inbound traffic and lead generation by over 100%
  • Improved alignment with the board on appropriate expectations
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Insight software
TA Associates

Investments How To SaaS has helped to accelerate

Objectiflune

Objectif Lune acquired by Upland Software

January 2022

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Revalize

PDQ acquires SmartDeploy

January 2022

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Litera

Litera secures new funding round from Hg

November 2021

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Objectiflune

PDQ acquires SimpleMDM

October 2021

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Revalize

Revalize acquires Sofon

October 2021

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Insight software

insightsoftware secures $1 billion investment from Hg 

July 2021

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Top of mind

Top of Mind Networks acquired by Black Knight for $25 million

July 2021

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Emergency reporting

Emergency Reporting acquired by ESO

June 2021

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Auto quotes

AutoQuotes acquired by TA Associates

June 2021

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Agari

Agari acquired by HelpSystems

May 2021

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Help systems

HelpSystems secures investment from Harvest Partners

May 2021

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Enverus

Enverus acquired by Hellman & Friedman

June 2021

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Deposco

Deposco secures $35 mil investment from NewSpring and Aspen Capital Group

March 2021

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Jumio

Jumio secures $150 million from Great Hill Partners

March 2021

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BQE

BQE secures investment from Serent Capital

March 2021

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Kahua

Kahua secures $16.4 million 

February 2021

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Boxcast

Boxcast secures $20 million investment led by Updata 

December 2020

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Netwrix

Netwrix secures investment from TA

October 2020

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Mailprotector

Mailprotector secures investment from Ballast Point Ventures 

March 2020

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Traject

Traject launched by Alpine Software Group

March 2020

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Intelerad

Intelerad secures investment from Hg

January 2020

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OEC

OE Connection acquired by Genstar

August 2019

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Kukui

Kukui secures $27 million investment from SSM Partners

June 2019

Read more
Litera

Litera acquired by Hg

May 2019

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Emergency reporting

Emergency Reporting secures funding from Polaris

April 2019

Read more
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Companies we've advised

TA Associates
Genstar
Primus
Polaris
Emergency reporting
Insight software
Sumeru equity partners
ASG
SSM Partners
Updata partners
Netchex
Go Anywhere
Top of mind
Enverus
Q Engineering
Kahua
Mailprotector
Traject
Deposco
Ceros
Netwrix
Kukui
iwave
Objectiflune
Intelerad
Complianceline
OEConnection
Sellercloud
Riipen
Serent capital
Device42
Greenshades
Helpsystems
Hg

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