Transaction Dynamics

A partnership with management to acquire the Company from its previous private equity owner. Management made a significant investment in the company as part of the transaction.

Investment Thesis

• Diversified, stable base of non-profit clients
• Proprietary database and scoring algorithms with clear value proposition to non-profits
• Scalable platform with a track record of product innovation

Incline Value Enhancement

• Accelerate investments in sales and marketing efforts
• Continue to drive client engagement through new product development and feature enhancements
• Pursue strategic M&A to expand into adjacent client workstreams