2025 Year In Review | PeakSpan Capital
2025 YEAR IN REVIEW
Opening Remarks Portfolio Updates Celebrating Milestones Team Updates Organizational Updates Thought Leadership Closing Remarks
PeakSpan 2025 Year in Review
2025
Year In Review
Peakspan New
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Year Ten: Discipline Held, Conviction Compounded.
Friends of PeakSpan:
2025, our tenth year as a firm, was marked by a level of discipline that will be fully realized in the years ahead.
Private SaaS investing became a tale of two cities. On one side, high-performing, AI-native businesses attracted significant capital and premium valuations. On the other, underperforming companies struggled to grow or attract either investor or strategic interest. As market conditions improved through rate cuts, stabilizing macro dynamics, and recovering enterprise technology spend, many investors leaned into froth, paid for hype, and loosened fundamentals.
PeakSpan did not. Instead, we leaned further into what has defined our firm for a decade: alignment, focus, discipline, and compounding expertise. As a result, we delivered another year of record-breaking progress for our entrepreneurs and LP stakeholders. That progress was grounded in unwavering conviction in our strategy, disciplined capital deployment, and a continued commitment to iterative company-building. We maintained a sharp emphasis on alignment and optionality, a relentless focus on backing and serving our ideal entrepreneurial profile (IEP), and the continued maturation of our platform as an engine that predictably drives durable value creation.
$
2
.
-7
B+
Assets Under Management
$-453
M
Total Capital Deployed in 2025*
0
-4
Partial or Full Liquidity Events
-15
Total Investments (5 New & 13 Follow-On)
$-610
M
Fund IV Closed (Oversubscribed)
Inclusive of deployed capital and pre-negotiated investment rights across all PeakSpan investment vehicles (including co-invest).
Our results reflect a philosophy we have held since day one: the best risk-adjusted outcomes are achieved through clarity of mission, deep domain and stage expertise, and alignment, enabled by a platform built to support entrepreneurs beyond capital alone.
While AI dominated headlines, we remained focused on backing bold, category-defining software scale-ups led by entrepreneurs building enduring businesses with real customers and durable fundamentals. As the next phase of software growth takes shape, PeakSpan is well positioned to help entrepreneurs scale with confidence, conviction, and control, while capitalizing on AI tailwinds pragmatically and responsibly.
Portfolio Updates
Separating the Signal from the Noise
In 2025, PeakSpan deployed capital with discipline and conviction at historic levels. We continued our mission of backing leading scale-up entrepreneurs, often doubling or tripling down, as they scaled from $3-10M to $50M+ in ARR. We did so while preserving alignment, optionality, and thoughtful capitalization, supported by a platform designed to help our partners scale with conviction and reach the best view of success. This approach reflects the durability of our strategy, the continued maturation of our operating platform, and the trust we have earned across more than 57 portfolio partners who view PeakSpan as their partner of choice.
$
-272
M
Total Capital Deployed in 2025*
0
-3
New Platform Investments
-29
Total Portfolio Partnerships
-6
Strategic Follow-On Investments
0
-2
Partial or Full Liquidity Events
*Inclusive of deployed capital and pre-negotiated investment rights across all PeakSpan investment vehicles (including co-invest).
Our ability to deploy capital thoughtfully and to double and triple down where conviction is highest remains a core advantage in an increasingly dynamic market environment.
18 Investments: 5 New & 13 Follow-Ons
We are privileged to partner with exceptional software entrepreneurs operating across PeakSpan’s BluePrint Market Themes on their scale-up journey to $50M in ARR and beyond. Each partnership is built on alignment across a broad spectrum of potential strategic outcomes and supported by a platform of purpose-built expertise, deep operational resources, and exit preparation that allows entrepreneurs to protect value, scale with conviction, and pursue the best view of success for their business. This is our ethos, an approach centered on a guiding principle of the portfolio of one.
In 2025, we welcomed five new platform investments, businesses demonstrating category leadership potential in a strategic segment of business software, strong product-market fit, alignment with our ethos of company-building, and exceptional capital-efficient growth, while continuing to support thirteen existing portfolio partners through strategic follow-on investments. We balanced our ambition to back the next frontier of innovators with compounding conviction in our existing portfolio partners.
All New Investments Follow-On Investments
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Abre
A configurable K-12 data warehouse and analytics platform primarily serving mid-size U.S. school districts
Education Technology, Cybersecurity & Digital Infrastructure
Cincinnati, OH
View More
Boostly
A provider of marketing automation and feedback solutions for restaurants
Hospitality Technology
Orem, UT
View More
Cognism
A sales acceleration platform leveraging persistent data to streamline prospecting and drive revenue
Go-to-Market Technology
London, UK
View More
Dreamdata
A B2B revenue attribution and activation platform connecting fragmented go-to-market data
Go-to-Market Technology
Copenhagen and New York City, NY
View More
Finally
A provider of expense management, accounting and finance automation for back-office workflows
Financial Technology
Miami, FL
View More
GetWhy
An end-to-end AI-powered qualitative research and insight generation platform for consumer and business brands
Customer Experience Management
Copenhagen, Denmark
View More
Leasecake
A lease management platform for multi-location businesses
Property Technology
Winter Park, FL
View More
Lendware
A CRM and lead management platform for the mortgage industry
Property Technology
New York City, NY
View More
Letterhead
A Newsletter Execution System built for publishers, media companies, and brands to manage the entire newsletter workflow
Go-to-Market Technology
Miami, FL
View More
Nectar
A culture intelligence suite for middle market organizations
Human Capital Management
Lehi, UT
View More
Opkey
An enterprise lifecycle observability platform for critical business applications
Cybersecurity & Digital Infrastructure
Dublin, CA
View More
PorchPass
A financing origination and business operations technology plaform serving the manufactured housing industry
Payments Technology, Financial Technology, Property Technology
San Antonio, TX
View More
Routefusion
A financial infrastructure platform providing a unified network for cross-border payments and multi-currency accounts
Payments Technology
Austin, TX
View More
Salonkee
An operating system for salon and spa businesses
Hospitality Technology
Luxembourg, Luxembourg
View More
ServiceUp
A vehicle repair and maintenance orchestration platform for commercial fleets & insurers
Supply Chain Management
Campbell, CA
View More
TraceAir
A sitework intelligence platform for construction and homebuilding teams
Property Technology
Redwood City, CA
View More
TSOLife
An AI-powered resident engagement & non-clinical operations platform for senior living communities
Digital Health
Tampa, FL
View More
Boostly
A provider of marketing automation and feedback solutions for restaurants
Hospitality Technology
Orem, UT
View More
Dreamdata
A B2B revenue attribution and activation platform connecting fragmented go-to-market data
Go-to-Market Technology
Copenhagen and New York City, NY
View More
Routefusion
A financial infrastructure platform providing a unified network for cross-border payments and multi-currency accounts
Payments Technology
Austin, TX
View More
ServiceUp
A vehicle repair and maintenance orchestration platform for commercial fleets & insurers
Supply Chain Management
Campbell, CA
View More
TSOLife
An AI-powered resident engagement & non-clinical operations platform for senior living communities
Digital Health
Tampa, FL
View More
Abre
A configurable K-12 data warehouse and analytics platform primarily serving mid-size U.S. school districts
Education Technology, Cybersecurity & Digital Infrastructure
Cincinnati, OH
View More
Cognism
A sales acceleration platform leveraging persistent data to streamline prospecting and drive revenue
Go-to-Market Technology
London, UK
View More
Finally
A provider of expense management, accounting and finance automation for back-office workflows
Financial Technology
Miami, FL
View More
GetWhy
An end-to-end AI-powered qualitative research and insight generation platform for consumer and business brands
Customer Experience Management
Copenhagen, Denmark
View More
Leasecake
A lease management platform for multi-location businesses
Property Technology
Winter Park, FL
View More
Lendware
A CRM and lead management platform for the mortgage industry
Property Technology
New York City, NY
View More
Letterhead
A Newsletter Execution System built for publishers, media companies, and brands to manage the entire newsletter workflow
Go-to-Market Technology
Miami, FL
View More
Nectar
A culture intelligence suite for middle market organizations
Human Capital Management
Lehi, UT
View More
Opkey
An enterprise lifecycle observability platform for critical business applications
Cybersecurity & Digital Infrastructure
Dublin, CA
View More
PorchPass
A financing origination and business operations technology plaform serving the manufactured housing industry
Payments Technology, Financial Technology, Property Technology
San Antonio, TX
View More
Salonkee
An operating system for salon and spa businesses
Hospitality Technology
Luxembourg, Luxembourg
View More
TraceAir
A sitework intelligence platform for construction and homebuilding teams
Property Technology
Redwood City, CA
From Our Founders
Trusted by the growth-stage entrepreneurs we serve.
\ What impressed us about PeakSpan is how quickly they understood our market and how thoughtfully they challenged our thinking.\ \ \ \ Shane Murphy \ \ Co-Founder & CEO\ \
\ As a founder, you want investors who amplify your strengths and support your blind spots. That’s exactly what PeakSpan has been.\ \ \ \ Alberto Piña \ \ CEO\ \ \ After speaking with over 60+ investors, we chose PeakSpan for their deep domain knowledge and consistent commitment to helping us succeed.\ \ \ \ Pankaj Goel \ \ Co-Founder & CEO\ \
\ Working with PeakSpan has been transformational. They’re fully invested in our long-term success, and that level of partnership is rare.\ \ \ \ Brett Carlson \ \ Founder & CEO\ \ \ We weren’t looking for a financial partner, but our conversation with PeakSpan immediately took off mainly because of their authenticity, their deep industry knowledge, and the fact that they have an amazing track record. We didn’t want to miss out on that!\ \ \ \ James Stoffer \ \ CEO\ \
\ PeakSpan showed us very early that they weren't just another investor. They helped us pressure-test our GTM strategy, refine our positioning, and strengthen our operational rigor.\ \ \ \ Colton Seal \ \ Founder & CEO\ \ \ From the very beginning, they pushed our thinking in a constructive way and helped us view our market and business through a sharper lens.\ \ \ \ Casper Henningsen \ \ Co-Founder & CEO\ \ \ Their team brings a mix of strategic thinking and practical experience that’s hard to find. Whenever we’ve needed support whether in pricing, sales motion, or operational optimization, they’ve stepped in with meaningful guidance.\ \ \ \ Bo Lais \ \ Founder & CEO\ \
Celebrating Milestones Across Our Portfolio
In 2025, our portfolio partners achieved significant milestones across growth, liquidity, and strategic positioning, including multiple full and partial exit events.
[Learn more about our portfolio companies\
OCTOBER 2025
Oaky Acquired by Plusgrade
Oaky, a Fund II portfolio partner, was fully acquired by Plusgrade in October 2025. Since our initial investment, Oaky achieved substantial ARR growth, fortified its position as a leading enterprise upselling platform as a five consecutive year award winner, and delivered exceptional capital-efficient growth, resulting in an attractive outcome for all shareholders and a double-digit IRR to PeakSpan over our four-year partnership. The transaction represents another attractive liquidity outcome for PeakSpan while reinforcing our leadership and expertise in the Hospitality Technology sector.
[View the article\
JUNE 2025
Konnecto Acquired by Partnerize, Backed by Accel-KKR
Konnecto, a Fund III portfolio partner, was acquired by Partnerize, the leading global platform for partnership automation backed by Accel-KKR, in March 2025. Konnecto fuels Partnerize’s AI-native vision, powering a new, intelligence-driven chapter for the partnership channel, enabling customers to receive targeted partner performance recommendations, instantly identify competitive gaps, and prescribe optimizations.
Konnecto represents yet another strategic investment led by our Go-To-Market Technology team – including Cognism, Cordial, Dreamdata, Letterhead, Rallyware, and Vyond, and reinforces our leadership and expertise in the sector.
[View the article\
MARCH 2025
GroupBy Acquired by Rezolve AI (RZLV)
GroupBy, a Fund I portfolio partner, was fully acquired by Rezolve AI (RZLV) in March 2025. Since our initial investment, GroupBy doubled its revenue and established strong leadership in AI-powered commerce search and product discovery for leading global retail brands. The acquisition meaningfully strengthens Rezolve’s leadership position in AI-driven commerce, site search, and digital engagement. The transaction represents another strategic liquidity outcome for PeakSpan and reinforces our leadership and expertise in the Commerce Technology sector.
[View the article\
JANUARY 2025
XOi Strategic Investment Led by KKR Growth
XOi, a Fund II portfolio partner, completed a $230M strategic investment and recapitalization led by KKR Growth, accelerating its leadership in AI-powered jobsite technology for the field service ecosystem while simultaneously acquiring Specifx to expand its industry-leading dataset of OEM repair and maintenance insights. PeakSpan generated significant partial liquidity while retaining meaningful exposure to XOi’s continued growth alongside a world-class partner.
[View the article\
Industry Recognition
In 2025, PeakSpan and our portfolio partners were recognized across the industry for excellence in performance, discipline, and leadership, reinforcing the durability of our platform and the strength of the companies we support.
Excellence Across the Portfolio
Independent recognition earned by entrepreneurs and teams building durable software businesses.
[G2: Top 100 Highest Satisfaction Products & Top 50 HR Products\ \
[2025 Top-Rated Software by Capterra, Software Advice, and GetApp\ \
[18 G2 Fall 2025 Badges across Automation Testing, DevOps, Software Testing, and Digital CX Monitoring\ \
[Elite Connectivity Partner by Expedia Group\ \
[#1 Fastest Growing Company on the MWCN Utah 100\ \
[2025 ACG Tennessee Roaring 20 Awards: Fastest-growing businesses in Tennessee\ \
[Newsweek's Global List of Most Loved Workplaces\ \
[2025 EdTech Breakthrough Award Winner for Global Engagement Solution of the Year\ \
[2025 AI Compliance Innovation Award by AI Breakthrough\ \
[G2 Summer 2025 Reports with 25 badges\ \
[Utah Valley BusinessQ’s 40 Under 40 list\ \
[2025 Category Leader in Fleet Management by GetApp\ \
[Fleet Management Platform of the Year by AutoTech Breakthrough\ \
[Best Learning Tech Innovation Award winner by Talented Learning - Research and Consulting\ \
[Best Workplaces in Technology 2025\ \
[2025 GRC Innovation Award in Finance GRC Management Solutions by GRC 20/20\ \
[Leader in Enterprise Software Testing in the G2 Summer 2025 Reports\ \
[G2 Fall 2025: Momentum Leader + top badges\ \
[G2 Winter 2026 top badges\ \
[2025 Top Tech Startup by Supply & Demand Chain Executive\ \
[Finalist in three categories at the 2025 A.I. Awards\ \
[G2: Top 100 Highest Satisfaction Products & Top 50 HR Products\ \
Team Updates
Excellence Reflected in Industry Recognition
We were honored to be recognized for the third consecutive year as a 2025 GrowthCap Top Growth Equity Firm, reflecting the durability of our strategy, the consistency of our approach and results, and the dedication of our team to our mission.
Individual recognitions included:
- Phil Dur - GrowthCap Top Software Investors (2025)
- Matt Melymuka - GrowthCap 40 Under 40 Growth Investors (2025)
- Jack Freeman - GrowthCap 40 Under 40 Growth Investors (2025)
We’re grateful to our entrepreneurs and LP stakeholders for their trust, and to our team for executing our mission with integrity and excellence every day.
Phil Dur: 2025 Top Software Investors
I'm grateful to GrowthCap for this recognition alongside an outstanding group of peers I deeply respect. This honor reflects the dedication of our exceptional team, whose relentless pursuit of our mission continues to drive us forward; the incredible execution of our visionary founders who are building category-defining companies and have chosen PeakSpan as their trusted partner; and the commitment of our amazing LP stakeholders whose support makes our work possible.
Philip Dur
Co-Founder & Managing Partner
#### Matt Melymuka: 2025 Top 40 Under 40 Growth Investors
It is an honor to be recognized on GrowthCap’s 40 Under 40 list for a second year alongside a roster of investors and firms that I have such deep respect for. This is really a team award and is a reflection of both the incredible team at PeakSpan and of the amazing entrepreneurs that I’m truly privileged to get to work with every day.
Matt Melymuka
Co-Founder & Managing Partner
#### Jack Freeman: 2025 Top 40 Under 40 Growth Investors
I wake up every morning grateful for the team we’ve assembled and could not be more bullish on the opportunity ahead as we look to scale our next ‘peak’ as a firm. We’re honored to be receiving recognition from GrowthCap and look forward to carrying forward our mission to be the partner of choice for growth-stage software companies.
Jack Freeman
Partner
Exceptional People Power Our Platform
An exceptional team united by a singular mission enables us to deliver durable outcomes for our entrepreneurs and LP stakeholders.
-11
Team Members
-7
Investment Professionals
0
-3
Ops & Tech Professionals
L’ Altezza Chiama (“The Height Calls”)
Celebrating PeakSpan’s Ten-Year Anniversary
PEAKSPAN OFFSITE DOLOMITES from PeakSpan Capital on Vimeo
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To celebrate PeakSpan’s ten-year anniversary, our team convened in the Dolomites to reflect on the journey we have completed and orient around the shared peaks ahead. Our offsite served as both a celebration of our accomplishments and a catalyst to align on our shared north star, reaffirming our commitment to elevate individually, functionally, and organizationally as we climb toward our next peak in the decade and beyond.
Developing Our Team
In 2025, we promoted eight team members across investing, operations, and technology, reinforcing our commitment to building a world-class team and developing leaders from within.
\ \ Vikas Kumar](https://www.linkedin.com/in/vicash/) \ \ Kyle Reitinger](https://www.linkedin.com/in/kyle-reitinger/) \ \ Dina Raab](https://www.linkedin.com/in/dinaraab/) \ \ Yaseen Abdulridha](https://www.linkedin.com/in/yaseen-abdulridha/) \ \ Celia Smith](https://www.linkedin.com/in/celia-smith1/) \ \ Mikayla Brenman](https://www.linkedin.com/in/mikayla-brenman/) \ \ Sam Korman](https://www.linkedin.com/in/samkorman/) \ \ Evan Kessler](https://www.linkedin.com/in/evan-kessler-30b1331aa/)
New Team Members
We also welcomed five new full-time team members and one additional team member who is joining later this year, further strengthening our investment, operations, and technology capabilities.
\ \ Iveya Slavova](https://www.linkedin.com/in/iveyaslavova/) \ \ Brooks Reed](https://www.linkedin.com/in/brooks-reed-056a03232/) \ \ Evan Taylor](https://www.linkedin.com/in/evanptaylor/) \ \ Emmie Halter](https://www.linkedin.com/in/emmie-halter-b9ba22256/) \ \ Ren Zanze](https://www.linkedin.com/in/ren-zanze-a51a6a24b/) \ \ Ben Kelliher](https://www.linkedin.com/in/ben-k-326838258/)
Cultivating Future Talent
Summer Analyst Program
75% of our investment team, excluding Partners, began as Summer Analysts. In 2025, PeakSpan celebrated the tenth anniversary of our Summer Analyst Program, a cornerstone of our talent strategy and one of the most enduring programs in the industry.
From more than 1,000 applicants, we selected just 19 exceptional sophomores and juniors to join our immersive eight-week experience, offering a firsthand view into emerging-growth B2B software investing. Our people are our greatest advantage, and we are deeply committed to delivering a world-class experience that continually elevates our team through shared passion, ambition, and dedication to our mission, helping shape the PeakSpan team of tomorrow.
-314
Applicants
-36
Candidates Evaluated (Al-Enabled)
0
-1
Partner "Super Days"
-20
Interviews
-5
Interns
\ \ Tommy Nolan](https://www.linkedin.com/in/tommy-j-nolan/) \ \ Brennan Fitzpatrick](https://www.linkedin.com/in/brennan-fitzpatrick-0b140a252/) \ \ Devin Gray](https://www.linkedin.com/in/devin-m-gray/) \ \ Alec Wachsman](https://www.linkedin.com/in/alecwachsman/) \ \ James D'Alessandro](https://www.linkedin.com/in/j-dalessandro/) \ \ Oliver Smeal](https://www.linkedin.com/in/oliversmeal/) \ \ Henry Krehbiel](https://www.linkedin.com/in/henrykrehbiel/) \ \ Lily Moroney](https://www.linkedin.com/in/lily-moroney-2023ab348/) \ \ Isabelle Seligson](https://www.linkedin.com/in/isabelle-seligson/) \ \ Marina Kim*](https://www.linkedin.com/in/marina-kim-348828296/) \ \ Shreyam Tripathi](https://www.linkedin.com/in/shreyamtripathi/) \ \ Payton Rodeberg](https://www.linkedin.com/in/payton-rodeberg/) \ \ Meredith Stewart](https://www.linkedin.com/in/meredith-stewart-b70117255/) \ \ Nethaniel Hyman](https://www.linkedin.com/in/nethaniel-hyman-ba68922a6/) \ \ Christina Long](https://www.linkedin.com/in/christina-long-5b1b9522b/) \ \ Ellie Yang](https://www.linkedin.com/in/ellie-yang-a32b42240/) \ \ Alex Rubenstein](https://www.linkedin.com/in/alexrubinstein/) \ \ Bryan Liu](https://www.linkedin.com/in/bryanliu12/) \ \ Nikhil Berry](https://www.linkedin.com/in/nikhilberry327/)
*Returning following the successful completion of the 2025 Summer Analyst Program.
Growth Equity Immersion Program
Our Growth Equity Immersion Program, now one of the largest initiatives of its kind, is redefining who gets to enter the world of B2B software growth equity. The program reached 3,235 applications in 2025, representing 111% year-over-year (YoY) growth. Now in its fifth year, the program provides students from underrepresented backgrounds with early exposure to B2B software growth equity and a clear pathway into the industry.
Mission
To provide resources, mentorship and educational content to students from underrepresented backgrounds, giving them access to insights they would not traditionally have.
-791
Total Applicants
-63
Colleges & Universities
-25
%
YoY Growth (%)
Organizational Updates
A Platform Built to Scale with Conviction, Summit with Confidence
PeakSpan’s platform is engineered to support scale-up entrepreneurs through the most critical phases of company-building. In 2025, we continued investing in the infrastructure that enables predictable execution and durable value creation.
PeakSpan Expert Community ("PEC")
Our curated community of world-class operators, industry luminaries, and practitioners grew to more than 450 members in 2025. The PEC serves as an extension and critical component of the PeakSpan team and platform, providing hands-on operational support and sector expertise tailored for each portfolio partner. A portfolio partner's challenge is an opportunity for the PeakSpan platform to drive impact; we covet this opportunity, as do the operators we serve alongside.
-99
Members Strong
\ \ John Hamm\ \ CEO COACH](https://www.linkedin.com/in/jdhamm/)
\ \ Kristi Faltorusso\ \ CUSTOMER SUCCESS](https://www.linkedin.com/in/kristiserrano/)
\ \ Dr. André Martin\ \ LEADERSHIP + PEOPLE](https://www.linkedin.com/in/docmartinpdx/)
\ \ Hope Timberlake\ \ STRATEGIC COMMS](https://www.linkedin.com/in/hopetimberlake/)
\ \ Pete Daffern\ \ CEO COACH](https://www.linkedin.com/in/petedaffern/)
\ \ Catherine Stewart\ \ SALES](https://www.linkedin.com/in/catherine-taylor-stewart/)
\ \ Carl Tsukhara\ \ MARKETING](https://www.linkedin.com/in/carltsukahara/)
\ \ Helen Fanucci\ \ SALES](https://www.linkedin.com/in/helenfanucci/)
\ \ Satnam Singh\ \ AI & PRODUCT](https://www.linkedin.com/in/ssatnam/)
\ \ James Isaacs\ \ SALES](https://www.linkedin.com/in/isaacsjames/)
\ \ Herb Cunitz\ \ SALES](https://www.linkedin.com/in/herbcunitz/)
\ \ Sonya Jamula\ \ PARTNERSHIPS](https://www.linkedin.com/in/sonyaj0520/)
[Explore our Expert Community\
Value Creation Engine
Expert resources that thoughtfully combine our PEC with purpose-built audits or diagnostics, best practices, and scale-up playbooks to help entrepreneurs focus on what matters most and drive excellence in execution, early and often. Our PeakSpan Value Creation (PVC) program is available across competitive intelligence, contract hygiene, customer success, engineering, finance, marketing, pricing and packaging, product, RevOps, sales, and more.
[Learn more about PVC\
$
-162
M
ARR Generated Across Partnerships
Curated Scale-Up Insights
In 2025, PeakSpan hosted nearly two dozen Master Classes, led by world-class operators and practitioners across the most salient challenges and opportunities facing scale-up entrepreneurs and teams. These sessions provided practical, actionable guidance for scale-up leaders navigating growth acceleration, organizational design, leadership and culture development, monetization strategies, customer success best practices, exit preparedness, and more.
\ \ The Inflection Point - “Viable to Valuable”](/content/master-classes/the-inflection-point---viable-to-valuable/index.html)
\ \ Scaling Up -- Playing the Platform Power Game](/content/master-classes/scaling-up----playing-the-platform-power-game/index.html)
\ \ The Ultimate Guide to Homepage Positioning](/content/master-classes/the-ultimate-guide-to-homepage-positioning/index.html)
\ \ The Four Fundamental Failures of Leadership Teams and How to Avoid Them](/content/master-classes/the-four-fundamental-failures-of-leadership-teams-and-how-to-avoid-them/index.html)
\ \ Practical AI In Action For Executives](/content/master-classes/practical-ai-in-action-for-executives/index.html)
\ \ Pitch-Ready: How Great CEOs Tell the Story & Communicate Effectively](/content/master-classes/pitch-ready-how-great-ceos-tell-the-story-communicate-effectively/index.html)
\ \ Decoding Market Uncertainty & the New Macro Environment](/content/master-classes/decoding-market-uncertainty-the-new-macro-environment/index.html)
\ \ Pricing Transformations in 2025](/content/master-classes/pricing-transformations-in-2025/index.html)
\ \ Building a Best-in-Class, Data-Driven Customer Experience & Success Strategy](/content/master-classes/building-a-best-in-class-data-driven-customer-experience-success-strategy/index.html)
\ \ Grow and Dominate – Building a Sales Engine that Wins](/content/master-classes/grow-and-dominate---building-a-sales-engine-that-wins/index.html)
\ \ Impact of IRC Section 174 on Tax Planning for SaaS Scale-Ups](/content/master-classes/impact-of-irc-section-174-on-tax-planning-for-saas-scale-ups/index.html)
\ \ Planning Your Exit: A Founder’s Guide to Pre-Liquidity Event Strategy](/content/master-classes/planning-your-exit-a-founders-guide-to-pre-liquidity-event-strategy/index.html)
\ \ Achieving Next Level Growth by Optimizing Value and Price](/content/master-classes/achieving-next-level-growth-by-optimizing-value-and-price/index.html)
\ \ From Firefighting to Framework — Managing Customer Risk Systematically](/content/master-classes/from-firefighting-to-framework----managing-customer-risk-systematically/index.html)
\ \ Design as a Growth Engine: Lessons for Founders and Leaders](/content/master-classes/design-as-a-growth-engine-lessons-for-founders-and-leaders/index.html)
\ \ Building a Strong GTM Foundation through Product Marketing — Unlock Predictable Growth in Uncertain Times](/content/master-classes/building-a-strong-gtm-foundation-through-product-marketing----unlock-predictable-growth-in-uncertain-times/index.html)
\ \ Monetizing & Scaling Innovation](/content/master-classes/monetizing-scaling-innovation/index.html)
\ \ Winning the Next Channel: How to Build Visibility & Demand in LLMs](/content/master-classes/winning-the-next-channel-how-to-build-visibility-demand-in-llms/index.html)
[Explore our Master Class library\
Sector Expertise & Leadership
Our thematic specialization is core to our ethos and enables PeakSpan to develop deep, actionable insights across our BluePrint Market Themes. It is also instrumental in how we show up for our portfolio partners, bringing the right context, experience and expertise to help them navigate both the challenges and opportunities ahead with precision and confidence.
In 2025, we published research and perspectives spanning each of BluePrint Market Themes, as well as more nuanced, stage-specific insights on go-to-market execution, AI-enabled software, capital efficiency, and exit readiness, all grounded in real-world experience and expertise amassed across decades in our sector and more than 57 portfolio partnerships.
\ \ 2025 SaaS M&A Market, 3rd Annual Survey](https://docsend.com/view/42r7pckwacuwfarn)
\ \ Phil Dur Featured on GrowthCap’s “Veteran Software Investor” Podcast](/content/peakspan-news/phil-dur-featured-on-growthcaps-veteran-software-investor-podcast/index.html)
\ \ We Pretty Damn Quickly Decided To Invest In PDQ: Here’s Why](/content/insights/we-pretty-damn-quickly-decided-to-invest-in-pdq-heres-why/index.html)
\ \ B2B eCommerce Trends & Predictions for Future](/content/insights/b2b-ecommerce-trends-predictions-for-future/index.html)
\ \ PeakSpan’s 2025 E-Commerce Logistics Outlook](/content/insights/peakspans-2025-e-commerce-logistics-outlook/index.html)
\ \ Why E-Commerce Will Kill Retail Sooner Than You Think](/content/insights/why-e-commerce-will-kill-retail-sooner-than-you-think/index.html)
\ \ HVAC Field Service: Building The Jobsite of the Future](/content/insights/hvac-field-service-building-the-jobsite-of-the-future/index.html)
\ \ PeakSpan PEC Roundtable: Insights from Top Sales Leaders on Sales Methodology, and More!](/content/insights/peakspan-pec-roundtable-insights-from-top-sales-leaders-on-sales-methodology-and-more/index.html)
\ \ PeakSpan’s Thesis for Tapcheck: Series A Extension](/content/insights/peakspans-thesis-for-tapcheck-series-a-extension/index.html)
\ \ A Match Made in Heaven: Why DIFM Automation & Agentic AI Are the Perfect Marriage](/content/insights/a-match-made-in-heaven-why-difm-automation-agentic-ai-are-the-perfect-marriage/index.html)
\ \ Navigating the Tariff Crossroads: Insights from PeakSpan’s Supply Chain Roundtable](/content/insights/navigating-the-tariff-crossroads-insights-from-peakspans-supply-chain-roundtable/index.html)
\ \ Amazing Teams Podcast: You Can’t Clap with One Hand: Lessons from 55 Startups with Sanket Merchant](/content/insights/amazing-teams-podcast/index.html)
\ \ PeakSpan’s Thesis for ServiceUp: A $200B Industry Running on PDFs, Phone Calls, and Friction](/content/insights/peakspans-thesis-for-serviceup-a-200b-industry-running-on-pdfs-phone-calls-and-friction/index.html)
\ \ InsurTech Transforming the Role of Brokers and Agents](/content/insights/insurtech-transforming-the-role-of-brokers-and-agents/index.html)
To learn more about our thought leadership, including content organized by each of our BluePrint Market Themes, click the link below.
[Explore our Scaling HQ library\
Patented Technology That Powers Automations and Intelligence
PeakSpan’s proprietary technology continues to supercharge our platform, enabling innovation across the entire investment lifecycle and allowing our team to deliver outsized impact with greater efficiency.
Ada
Company & Category Intelligence
Company intelligence platform that analyzes 4M+ companies with prospect identification, competitive mapping, and so much more.
Dewey
Content & Sector Intelligence
Sector intelligence platform that aggregates insights from 1,300+ sources for real-time market and competitive intelligence.
Anna
AI Analyst
AI-native virtual assistant and workflow automation platform that integrates critical systems-of-record (ADA, DEWEY, CRM, Slack, etc.) to digitize end-to-end human worflows through a conversational interface.
In 2025, we were awarded our fourth patent, reinforcing our commitment to building technology that enables us to more effectively advance our mission of helping scale-up entrepreneurs achieve the best risk-adjusted outcome through enhanced impact, stronger expertise, and curated value creation with ever-increasing efficiency and effectiveness.
Closing Remarks
Looking Ahead to 2026
As we reflect on 2025, we remain grounded in the principles that built PeakSpan: focus, discipline, and partnership.
With a stronger team, an even more robust platform, and continued conviction in our strategy, we are energized by the opportunity ahead. We are grateful to the entrepreneurs who trust us with their life’s work and to the LP stakeholders who support our long-term vision.
We look forward to continuing the climb, together.
— The PeakSpan Team
Phil Dur
Co-Founder & Managing Partner
Matt Melymuka
Co-Founder & Managing Partner
Jay Lance
CFO & CCO
Jack Freeman
Partner
Sanket Merchant
Partner
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