YEAR IN REVIEW

2024

It was a year of record momentum and results as we carried forward our mission to partner with some of the most ambitious entrepreneurs globally and drive exceptional outcomes.

FTV VIII & ASCEND I

Latest Fundraise

$ 4.05 B

TO INVEST¹

in innovative, high-growth companies

Learn More

2024 LIQUIDITY

Successful partnerships with FTV

$ 1.0 B

REALIZED²

Select pending and actual realizations

Agiloft

The most trusted global leader in data-first contract lifecycle management software

Docupace

Technology platform focused on digitizing and automating operations in the financial advice and investment industry

Egress

Integrated data privacy and compliance software

LiveIntent

People-based marketing platform bridging gaps between brands and audiences everywhere

Tango

Cloud-based digital gift card and incentives platform

Agiloft

The most trusted global leader in data-first contract lifecycle management software

Docupace

Technology platform focused on digitizing and automating operations in the financial advice and investment industry

Egress

Integrated data privacy and compliance software

LiveIntent

People-based marketing platform bridging gaps between brands and audiences everywhere

Tango

Cloud-based digital gift card and incentives platform

2024 Investments

$ 1.6 B

DEPLOYED³

across enterprise and financial technology and services

Select new and follow-on investments⁴

Agiloft

The most trusted global leader in data-first contract lifecycle management software

Arden

Tech-enabled managing general agent specializing in insurance for residential condominium associations

BillingPlatform

Cloud-based revenue lifecycle management solutions

Docupace

Technology platform focused on digitizing and automating operations in the financial advice and investment industry

Kore.ai

Enterprise conversational and generative AI platform

Neptune

Digital insurtech and private flood insurance provider

Orbus Software

Global market-leading provider of SaaS enterprise transformation software

ParkHub

Complete parking technology ecosystem

SingleOps

Arbor care and landscaping business software

VALD

Technology platform for musculoskeletal health professionals and systems

Zema Global

Enterprise data management and analytics for the commodity and energy sectors

Collaboration

We helped cultivate connections and drive portfolio growth

FTV Global Partner Network®

600 +

executives

200 +

enterprises

40 +

Strategic Advisors

350 +

commercial introductions annually

Value creation via FTV Propel®⁵

“From providing strategic planning and advice to helping with business optimization and daily operations, our partners at FTV are regular and invited contributors to the evolution of Docupace. We’ve relied on FTV resources to identify and acquire businesses, attract and retain C-level talent, advise and propel our technology transformation, reimagine and coach our sales organization and more.”

David Knoch | CEO of Docupace

“What made FTV special was that they felt and acted like an extension of our team. When we needed help or guidance on key issues in the business, we engaged FTV, and they dove in with us immediately. This kind of partnership is unique in the investor community. Tango grew 800 percent following FTV's investment and ultimately achieved a great exit earlier this year; the FTV team played a vital role in that growth and exit.”

David Leeds | Former CEO and Founder of Tango

Insights

We spoke our minds

The IPO window isn’t closed. It’s broken.

Brad Bernstein, managing partner

The public market is markedly failing to meet the needs of today's high-growth businesses.

FTV’s 2025 predictions

FTV team

Insights and expectations for 2025 across our core sector areas, including AI, vertical software and embedded finance, capital markets and healthcare IT.

FTV Capital raises $4 billion for growth equity funds

Bloomberg News

Oversubscribed FTV VIII at $3.4 billion and inaugural Ascend fund at $651 million bring FTV’s total capital raised to over $10.2 billion.

In Focus: Embedding finance into vertical software to generate happier customers

Robert Anderson, partner, and Kyle Griswold, partner

1 Big thing: FTV's Alex Mason talks growth equity and investor challenges

Axios

U.S. firms are flocking to London: Why investors and innovators should get involved

Fast Company

In Focus: Finding unique cybersecurity solutions in a crowded landscape and the age of AI

Richard Liu, partner

Why Investors Are Bullish on Supply Chain and Logistics Software Providers in 2024

SupplyChainBrain

Fintech funding with FTV Capital Principal, Adam Hallquist

The Buzz Podcast

Industry Leadership

We are proud to be recognized

#6 on the 2023 HEC-Dow Jones Growth Capital Performance Ranking

Inc. Founder-Friendly Investors list for fourth consecutive year

M&A Best Places to Work honorable mention

Ten FTV portfolio companies on the 2024 Inc. 5000 list

Team

We expanded our team and global footprint

105 +

FTV professionals

New hires

Promotions

Launched European presence with new London office

Building on decades of experience and our strong investment track record, our European team strengthens our investing efforts and network in the region.

Learn More

Grew and elevated leadership

Paul Cabral

Joined in 2023 as chief financial officer and promoted to partner

Mike Cichowski

Joined as partner in 2023 and named co-head of FTV Ascend

Karen Derr Gilbert

Became partner in 2013 and promoted to chief operating officer

Richard Earnshaw

Joined in 2024 as partner and head of London office leading investments in Financial Technology and Services

Brent Fierro

Promoted to partner leading investments in Financial Technology and Services

Alex Malvone

Promoted to partner and co-head of FTV Ascend team leading investments in Enterprise Technology and Services

Positive Impact

We worked to make a difference

FTV Capital and One Mind at Work launch partnership to support mental health within high-growth companies.

We are a proud supporter of BUILD, which ignites the power of youth in under-resourced communities to build career success, entrepreneurial mindsets and opportunity.

We continued our sponsorship of Endeavor to build thriving entrepreneurial ecosystems in emerging and underserved markets around the world.

Thank you to the entrepreneurs, limited partners, executives in our Global Partner Network and many other collaborators in the innovation economy for your continued partnership.

Disclosure & Disclaimer

Past performance is not indicative, or a guarantee, of future results. Information about a FTV funds and prior investments and investment strategies of FTV and its professionals is provided solely to illustrate FTV’s and its professionals’ investment experience, and processes and strategies. It does not represent any track record of, or any vehicles managed by, FTV. Such information is not intended to be indicative of a Fund’s future results. There can be no assurance that a Fund will achieve comparable results as those presented or that a Fund will be able to implement its investment strategy or achieve its investment objective. Investors in a Fund may lose part or all of their invested capital.

The inclusion of any third-party firm and/or company names, brands and/or logos does not imply any affiliation with such firms or companies. None of these firms or companies have endorsed FTV funds, or any entities or personnel thereof.

Statements contained herein are based on current expectations, estimates, projections, opinions and beliefs of FTV as of the date hereof. Such statements involve known and unknown risks and uncertainties, and undue reliance should not be placed thereon. Neither FTV nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the information contained herein and nothing contained herein should be relied upon as a promise or representation as to past or future performance of the Fund or any other entity. Unless otherwise noted, the information contained herein is unaudited and may be preliminary and subject to change, and FTV and its members, partners, stockholders, managers, directors, officers, employees and agents do not have any obligation to update any of such information. Certain figures in this presentation have been rounded. In addition, certain information contained herein has been obtained from published and non-published sources and/or prepared by third-parties, and in certain cases has not been updated through the date hereof. While such information is believed to be reliable for the purposes of this presentation, FTV assumes no responsibility for the accuracy or completeness of such information and such information has not been independently verified by it.

Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of terms such as “may,” “will,” “should,” “could,” “would,” “predicts,” “potential,” “continue,” “expects,” “anticipates,” “projects,” “future,” “targets,” “intends,” “plans,” “believes,” “estimates” (or the negatives thereof) or other variations thereon or comparable terminology. Forward looking statements are subject to a number of risks and uncertainties, some of which are beyond the control of FTV. Actual results, performance, prospects or opportunities could differ materially from those expressed in or implied by the forward-looking statements. Additional risks of which FTV is not currently aware also could cause actual results to differ. In light of these risks, uncertainties and assumptions, prospective investors should not place undue reliance on any forward-looking statements. The forward-looking events discussed in this presentation may not occur. FTV undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

Any specific investments or case studies identified in this Presentation were selected for inclusion on the basis of being representative of investments or commitments to invest that FTV believes are representative of its investment strategy. It should not be assumed that investments identified were or will be profitable, that their performance is representative of a Fund’s overall performance, that FTV will be able to effect similar changes or improvements in the strategies, business or operations of any future investments or that decisions FTV will make in the future will be comparable. Improved portfolio company results are due to a number of factors in addition to FTV’s asset management approach, including the skills and capabilities of portfolio company management, contributions by consortium partners, industry trends and conditions and general economic and financial conditions. Actual results may differ materially, positively or negatively, from those reflected in this Presentation. The asset management approach of FTV to each portfolio company is unique and depends on the facts and circumstances of that particular company. The asset management approaches described in any specific investments or case studies identified in this Presentation may or may not be used by FTV in the future but are representative of the approaches FTV expects to employ in the future. No assurances are given that any such asset management approach will be employed by FTV Capital in the future or will achieve any particular result.

1. Across FTV VIII, L.P., FTV Ally, L.P., and FTV Ascend I, L.P., and includes capital commitments of their respective general partners

2. Includes public stock as of 12/31/2024; gross returns calculated as total value / invested across FTV IV – VII partially and fully realized investments. Represents all realizations across FTV IV-VII as of 12/31/2024

3. Represents capital committed to investments across FTV VI – VIII between 1/1/2024 -12/31/2024

4. The investments shown herein are for illustrative purposes only and do not purport to be a complete list of FTV investments. It should not be assumed that investments made in the future will be comparable in quality or performance to the investments described herein.

5. FTV Propel members and other operating partners are expected to receive compensation from FTV portfolio companies and/or directly from the Fund. Unless certain thresholds are met, such compensation generally will not result in offsets to or reductions of the management fee paid by the Fund.

YEAR IN REVIEW

2024

in innovative, high-growth companies

Select pending and actual realizations

Agiloft

Docupace

Egress

LiveIntent

Tango

Agiloft

Docupace

Egress

LiveIntent

Tango

across enterprise and financial technology and services

Select new and follow-on investments4

Agiloft

Arden

BillingPlatform

Docupace

Kore.ai

Neptune

Orbus Software

ParkHub

SingleOps

VALD

Zema Global

Collaboration

We helped cultivate connections and drive portfolio growth

FTV Global Partner Network®

Value creation via FTV Propel®5

Insights

We spoke﻿ our minds

The IPO window isn’t closed. It’s broken.

FTV’s 2025 predictions

FTV Capital raises $4 billion for growth equity funds

In Focus: Embedding finance into vertical software to generate happier customers

1 Big thing: FTV's Alex Mason talks growth equity and investor challenges

U.S. firms are flocking to London: Why investors and innovators should get involved

In Focus: Finding unique cybersecurity solutions in a crowded landscape and the age of AI

Why Investors Are Bullish on Supply Chain and Logistics Software Providers in 2024

Fintech funding with FTV Capital Principal, Adam Hallquist

Industry Leadership

We are proud to be recognized

#6 on the 2023 HEC-Dow Jones Growth Capital Performance Ranking

Inc. Founder-Friendly Investors list for fourth consecutive year

M&A Best Places to Work honorable mention

Ten FTV portfolio companies on the 2024 Inc. 5000 list

Team

We expanded our team and global footprint

Launched European presence with new London office

Grew and elevated leadership

Paul Cabral

Mike Cichowski

Karen Derr Gilbert

Richard Earnshaw

Brent Fierro

Alex Malvone

Positive Impact

We worked to make a difference

FTV Capital and One Mind at Work launch partnership to support mental health within high-growth companies.

We are a proud supporter of BUILD, which ignites the power of youth in under-resourced communities to build career success, entrepreneurial mindsets and opportunity.

We continued our sponsorship of Endeavor to build thriving entrepreneurial ecosystems in emerging and underserved markets around the world.

Thank you to the entrepreneurs, limited partners, executives in our Global Partner Network and many other collaborators in the innovation economy for your continued partnership.

Select new and follow-on investments⁴

Value creation via FTV Propel®⁵

We spoke our minds