Our Portfolio

About Flowlink

Flowlink is a no-code workflow automation platform purpose-built for B2B operations teams. Unlike horizontal tools, Flowlink ships with 200+ pre-built integrations across CRM, ERP, and support systems that ops teams actually use.

Why We Invested

When Apex led Flowlink's Series B in 2022, the company had $8M ARR and an NRR of 138%. Two years later they closed their fiscal year at $52M ARR. The product solves a real problem — the average mid-market company runs 130+ SaaS tools and almost none of them talk to each other.

Traction

Flowlink serves over 1,400 customers including several Fortune 500 operations teams. The company was named to the Forbes Cloud 100 in 2025.

About Payscape

Payscape built the payments infrastructure layer that allows vertical SaaS companies to embed financial services — payments, lending, insurance — directly into their products without becoming a licensed financial institution.

Why We Invested

James Whitfield led Apex's Series B investment in Payscape in 2019, when the embedded finance category was just beginning to take shape. The thesis was simple: every vertical SaaS company would eventually want to monetize payments, and building that infrastructure in-house is prohibitively complex.

Exit

Payscape was acquired by Visa in 2024 for $1.4B — a 6.2x return for Apex Fund III.

About Nexus Analytics

Nexus Analytics is a revenue intelligence platform that helps enterprise sales teams understand pipeline health, forecast accurately, and identify risk before it becomes churn. The platform ingests data from CRM, communication tools, and product usage to surface signals that human managers miss.

Why We Invested

David Park sourced and led Apex's Series B investment in 2023. At the time, Nexus had $12M ARR and an unusually strong land-and-expand motion — their ACV was growing 40% in year two of customer contracts. The founding team came from Salesforce's analytics group and knew their buyer intimately.

Today

Nexus serves 280 enterprise customers and crossed $30M ARR in Q1 2026.

About Meridian Health

Meridian builds care coordination and patient flow software for multi-site health systems. Their platform reduces unnecessary readmissions, improves discharge planning, and gives clinical operations teams a real-time view of capacity across facilities.

Why We Invested

Maria Santos led Apex's investment in Meridian's Series B in 2021. Health systems were struggling to coordinate care across facilities that had been acquired or merged over the prior decade — each running different EHR systems, with no unified view of patient flow.

Today

Meridian is deployed at 48 health systems representing over 600 facilities. They crossed $25M ARR in 2025 and are preparing for a Series C in late 2026.

About TrustLayer

TrustLayer automates the collection, verification, and monitoring of insurance certificates in B2B vendor and contractor relationships. What used to require a compliance team manually chasing PDFs now happens in real time.

Why We Invested

James Whitfield led Apex's Series A investment in TrustLayer in 2020. The insurance verification problem affects every company that works with contractors, vendors, or franchisees — an enormous market that was almost entirely manual. TrustLayer had a clear wedge and a founding team that understood both insurance and enterprise software.

Today

TrustLayer processes over 2 million certificate verifications per month and serves clients including several of the largest commercial real estate and construction companies in North America.

About Harbinger AI

Harbinger builds document intelligence infrastructure for financial services firms — automating the extraction, classification, and routing of unstructured documents across loan origination, compliance, and operations workflows.

Why We Invested

David Park led Apex's Series B investment in Harbinger in 2024. Financial services firms process hundreds of millions of pages of unstructured documents annually — loan applications, KYC packets, insurance claims, regulatory filings. Harbinger had built a model fine-tuned specifically on financial documents that outperformed general-purpose LLMs on accuracy metrics that matter to compliance teams.

Early Traction

Harbinger closed their first eight enterprise contracts within 90 days of launch and ended their first year at $7M ARR. They are currently the fastest-growing company in the Apex Fund IV portfolio.

About Vantage Commerce

Vantage Commerce provides a modern B2B commerce platform for wholesale distributors and manufacturers — replacing legacy EDI and order management systems with a self-serve buyer portal, automated fulfillment, and real-time inventory visibility.

Exit

Vantage was acquired by SAP in 2023 as part of their SMB commerce strategy. The acquisition returned 4.1x to Apex Fund III LPs.

About CloudSync

CloudSync solves the data synchronization problem in healthcare IT — keeping patient records, clinical data, and operational systems consistent across on-premise and cloud environments in real time, without requiring a full EHR replacement.

Why We Invested

Maria Santos led Apex's Series B investment in CloudSync in 2022. Healthcare organizations are caught between legacy on-premise systems they cannot replace overnight and cloud-native tools they want to adopt. CloudSync sits in the middle and makes both work together.

Today

CloudSync serves 30 health system customers and processes over 40 million data synchronization events per day.