ICONIQ Growth partners with exceptional entrepreneurs and leaders who drive global impact and change. The firm is inspired by visionaries defining the future of their industries by building company cultures that endure. ICONIQ Growth has a unique investment platform harnesses the power of ICONIQ Capital’s vibrant ecosystem of founders, pioneers, and business leaders with the goal of delivering tangible value and amplifying our portfolio companies’ success from early growth stage to IPO and beyond. ICONIQ Growth’s portfolio of innovators includes Adyen, AirBnB, Alibaba, Alteryx, Automattic, BambooHR, Braze, Chime, Collibra, Coupa, Datadog, Docusign, Gitlab, Marqeta, Miro, Procore, Red Ventures, Relativity, ServiceTitan, Snowflake, Sprinklr, Truckstop, Uber, Wolt, and Zoom, among others.

ICONIQ Growth

Silver Lake is a global technology investment firm focused solely on making large-scale investments in leading technology companies. They are partners to world-class management teams that seek to use their capital and expertise to build and extend their market leadership. seeks to formulate its investments to enable growth and frequently employs conservative capital structures designed to drive aggressive investment in new initiatives, innovation, and business expansion. Their core investment thesis is that the technology industries represent an extraordinary yet under-exploited target for large-scale private investments. The firm also seeks to cultivate proprietary or specialized investment opportunities not typically available to generalist investors. It devotes its full scope of talent and intellectual capital to the singular mission of investing in the world’s technology, technology-enabled businesses, and related growth businesses. Silver Lake was established in 1999 by David Roux, Glenn Hutchins, Jim Davidson, and Roger McNamee and is based in Menlo Park, California.

Silver Lake

Permira is a global investment firm that multiplies the potential of companies and people to build successful businesses with growth ambitions. Founded in 1985, the firm applies a thematic approach across two core asset classes – Private Equity and Credit – with a focus on growth in four key sectors: Technology, Consumer, Healthcare, and Services. Permira employs over 450 people in 16 offices across Europe, North America, and Asia.

Permira

Relativity

Distributed workforces require new solutions for office operations, HR, payment, and more.

Remote Work Infrastructure

HealthJoy focuses on simplifying the healthcare and benefits experience for employees and employers alike. Its offerings include a connected navigation platform that guides employees toward high-value care, Virtual MSK Care for musculoskeletal conditions, Virtual Urgent Care for immediate healthcare needs, Behavioral Health services to foster a mentally healthy workplace, an Employee Assistance Program for overall well-being, and Bill Review to help members manage healthcare expenses.&nbsp;These offerings are supported by a mobile-first approach and a 24/7 human concierge team, integrating every aspect of an employer's benefits package from medical, dental, and vision care to savings accounts, wellness initiatives, and clinics.&nbsp; The company claims that use of its platform results in 21% lower spend for high-cost claimants.Key customers and partnershipsAs of April 2024, the company served over 1,300 enterprises with notable firms including Lendingtree, Bustle, Envision Healthcare and Vivint.Notable partnerships included that with Employer Direct Healthcare (EDH), providing HealthJoy’s customers with access to EDH’s specialist network of surgical providers (March 2024). The company also partnered with Springbuk, a health intelligence platform for employers and benefits advisors to improve healthcare outcomes through data-driven insights (January 2024).Funding and financialsIn <a href="https://sp-edge.com/updates/14139">October 2022</a>, the company raised USD 60 million in a Series D funding round led by Valspring Capital. The fresh funds were raised to accelerate growth and improve user experience in healthcare navigation.

Managing employee health-related benefits

Health Benefits Platforms

<div>
 
 HealthJoy focuses on simplifying the healthcare and benefits experience for employees and employers alike. Its offerings include a connected navigation platform that guides employees toward high-value care, Virtual MSK Care for musculoskeletal conditions, Virtual Urgent Care for immediate healthcare needs, Behavioral Health services to foster a mentally healthy workplace, an Employee Assistance Program for overall well-being, and Bill Review to help members manage healthcare expenses. These offerings are supported by a mobile-first approach and a 24/7 human concierge team, integrating every aspect of an employer's benefits package from medical, dental, and vision care to savings accounts, wellness initiatives, and clinics.
 
 
 Key customers and partnerships
 
 
 As of October 2022, HealthJoy served more than 1,000 employers and covered over 500,000 employees and dependents.&nbsp;
 
 
 In January 2024, HealthJoy partnered with 
 <a href="https://www.newswire.com/news/healthjoy-partners-with-springbuk-in-innovative-new-health-22221302">
 Springbuk
 </a>
 , an employee health analytics platform. By leveraging HealthJoy's navigation platform within Springbuk's Activate marketplace, the partnership aimed to deliver affordable, high-quality care solutions to employees while aiding employers in managing costs.&nbsp;
 
 
 In June 2022, the company partnered with Telehealth to offer integrated access to online healthcare services through a wider range of virtual care programs. The collaboration offered services such as general care, mental health, and expert medical opinions under one umbrella, aiming for easily accessible, top-tier care for users. This partnership was expanded in May 2023 to allow corporate entities to streamline employees' access to benefits, including virtual primary care, thereby reducing the workload of human resources departments.
 
 
 Funding and financials
 
 
 In October 2022, HealthJoy raised USD 60 million in a Series D investment round led by Valspring Capital, with contributions from Endeavour Vision, CIBC Innovation Banking, US Venture Partners, GoHealth founders, Health Velocity Capital, Nueterra Capital, and Epic. The proceeds were expected to further develop HealthJoy's engagement engine and member profile system through strategic data partnerships.
 
 
 
</div>

Promises increased productivity, cost-efficiency, and competitiveness in the legal industry

LegalTech

LegalMation is a software-as-a-service (SaaS) technology company that offers an AI-powered platform for automating high-volume litigation tasks. The company's proprietary solutions leverage generative AI to enable legal professionals to respond to lawsuits, discovery requests, and related workflows using their own historical response data. In 2023, LegalMation's customers utilized the platform to answer over 1.1 million discovery requests across more than 30 state and federal jurisdictions.
LegalMation's core offering is a generative AI platform that dynamically produces fully formatted responsive pleadings, discovery requests and responses, and other legal documents. The platform tailors claims, allegations, and requests in the legal documents, incorporating jurisdictional requirements as well as the attorney's own style and response strategy. This automation helps legal teams achieve significant productivity gains and cost savings.
The company has experienced rapid growth driven by labor shortages and inflationary pressures, as enterprises seek to increase efficiency and scale their operations using AI solutions. LegalMation's predominant client base comprises insurance carriers and large enterprises like Walmart, along with numerous law firms such as Sheppard Mullin, Ogletree Deakins, Fisher Phillips, Nelson Mullins, Baker Donelson, and Jackson Lewis.
In October 2023, LegalMation raised USD 15 million in a Series A funding round led by Aquiline Capital Partners. The funds will be utilized to deepen the functionality and breadth of its platform, as well as to build new end-to-end litigation workflow automation and analytics tools. In March 2023, LegalMation partnered with UnitedLex to provide the first-of-its-kind legal drafting solutions, enabling UnitedLex to offer AI-powered drafting services to law firms and corporate legal departments.
Key customers and partnerships
UnitedLex
In March 2023, LegalMation partnered with UnitedLex, a leading data and professional services company, to deliver the first-of-its-kind legal drafting solutions to both law firms and corporate legal departments. Through this partnership, UnitedLex's Digital First Draft service, powered by LegalMation's generative AI capabilities, provides a full suite of drafting services focused on litigation and related workflows.

LegalMation is an AI technology company that provides tools to help attorneys and legal professionals automate routine litigation tasks, allowing them to focus on more valuable tasks in their practice. They aim to redefine the way these professionals provide value to their clients, whether as outside or in-house legal counsel.

Heretik is a Chicago-based software company using machine learning to make the contract review process easier and smarter.

HealthJoy is a benefits experience platform helping companies save money while improving employee satisfaction. Through personalized guidance and AI technology, it empowers employees to better use and understand their benefits. The result is happier employees, increased cost containment, and fewer questions for HR. HealthJoy integrates a client’s existing benefits to deliver each employee a personalized digital benefits wallet that keeps benefits top-of-mind. Employees also gain on-demand access to online medical consultations, live healthcare concierges, Rx savings, and much more. HealthJoy empowers employees to become educated healthcare shoppers and fundamentally changes healthcare dynamics.

Relativity makes software to help users organize data, discover the truth and act on it. Its SaaS product RelativityOne manages large volumes of data and quickly identifies key issues during litigation and internal investigations. The AI-powered communication surveillance product, Relativity Trace proactively detects regulatory misconduct like insider trading, collusion and other non-compliant behavior. Relativity has more than 300,000 users in 49 countries serving thousands of organizations globally primarily in legal, financial services and government sectors, including the U.S. Department of Justice and 198 of the Am Law 200. Relativity has been named one of Chicago’s Top Workplaces by the Chicago Tribune for 11 consecutive years.

Relativity is a global legal technology company that provides an industry-leading SaaS platform called RelativityOne. This platform manages large volumes of data and quickly identifies key issues during litigation and internal investigations. RelativityOne offers advanced AI analytics and critical time-saving capabilities, continuously evolving to meet user and industry needs. With its comprehensive tool, users can seamlessly move from one step of work to the next.

4 Reasons Why You Should Switch from Relativity

Overview

LegalTech Breakthrough Names RelativityOne Overall LegalTech Solution of the Year

Relativity Welcomes Kirk Larsen as Chief Financial Officer

Relativity Welcomes Phil Saunders as CEO

eDiscovery & Legal Search Software Solutions

Relativity Brings Legal Technology To The Struggle For Justice

Discovery Company Relativity Acquires Text IQ, Whose AI IDs Sensitive Data

Legal Solutions Partners

Focused Discovery

Relativity and Cellebrite Partner to Unleash the Power of Mobile Data

Deloitte

Deloitte has developed a new customizable Generative Artificial Intelligence (AI) solution – NavigAite for use on RelativityOne and Relativity Server to help organizations accelerate a wide range of document-oriented activities

LegalMation

Key Venture Partners

Bridge Investments

Tools to manage and digitize the legal practice of individual lawyers and law firms. Features include intake management, legal case/project management, team and client management, team collaboration, client communication and engagement, document storage systems, time and expense tracking, and billing and invoicing.

Relativity is a global legal technology company that provides an industry-leading SaaS platform called RelativityOne. This platform manages large volumes of data and quickly identifies key issues during litigation and internal investigations. RelativityOne offers advanced AI analytics and critical time-saving capabilities, continuously evolving to meet user and industry needs. With its comprehensive tool, users can seamlessly move from one step of work to the next.
Relativity's technology helps users tackle diverse unstructured data challenges in a secure cloud solution. RelativityOne comes integrated with AI and is available in 17 countries, adhering to stringent privacy regulations. The platform supports various data types, including the rapidly growing short message data. It offers proprietary file formats and specialized viewers to efficiently process, review, and leverage modern data sources during legal proceedings.
In November 2023, RelativityOne was named the Overall LegalTech Solution of the Year by LegalTech Breakthrough Awards for its innovative features and capabilities. Relativity has also developed additional products like Relativity Contracts, Relativity Data Breach Response, and Relativity Personal Information Detect, which integrate with RelativityOne, unlocking more value from data.
Furthermore, Relativity recently unveiled its first GPT-4-enabled product, Relativity aiR, which accelerates various stages of litigation or investigative review, delivering rich case analysis with greater speed and quality. As of April 2024, Relativity serves over 300,000 users across approximately 40 countries, primarily in the legal, financial services, and government sectors, including the US Department of Justice and 198 of the Am Law 200 firms.

Anecdotes is a compliance technology company that offers Compliance OS, the first operating system designed to meet the needs of modern compliance and governance. Compliance OS serves as a central workspace where teams can collaborate seamlessly on compliance activities. It employs a multi-layered architecture that collects data from various sources, processes it, and integrates it into different applications within the platform.
Compliance OS automates manual compliance tasks, enabling continuous compliance monitoring. It provides a unified view of an organization's compliance posture, allowing teams to manage all aspects of their program from a single platform. The platform offers customizable frameworks, requirements, and controls, ensuring precise alignment with an organization's specific needs. As of January 2024, Anecdotes claimed to have over 120 integrations with identity providers, security tools, collaboration software, ticketing systems, and cloud infrastructure platforms.
Compliance OS transforms compliance from a burden into a driver for growth by providing business-impacting insights to leadership. It caters to the needs of fast-growing companies, publicly traded organizations, and enterprises of all sizes. As of January 2024, Anecdotes' customer base included notable names like Lifelabs, Snowflake, Coinbase, Aristocrat, SoFi, Grafana, and Payscale.
In June 2023, Anecdotes released the industry's first toolkit for secure implementation and consumption of generative AI, comprising risk registers, policy templates, and a dedicated AI framework. The toolkit aimed to assist organizations in integrating generative AI while maintaining compliance and mitigating associated risks.

Anecdotes

Exterro is a legal governance, risk, and compliance (Legal GRC) software company that provides an integrated platform to automate the interconnected processes of privacy, legal operations, digital investigations, cybersecurity response, compliance, and information governance. The company's flagship product is a comprehensive Legal GRC platform that empowers legal teams to proactively and defensibly manage their Legal GRC requirements.
Exterro's software leverages artificial intelligence (AI) to generate summaries, translations, and labels, guiding reviewers to insights faster. It offers industry-leading e-discovery, privacy, and data governance solutions with unmatched ingestion and processing speeds. The company's forensic toolkit, FTK, pioneered the field of digital forensics software and is widely trusted for its ability to acquire and analyze data admissible in court proceedings.
Exterro's solutions are designed to be easy to use, requiring no expensive certifications or training courses. The company's customizable workflows ensure that each project matches clients' unique needs and preferences. Exterro's project management software provides real-time dashboards, improving collaboration and eliminating fire drills with external partners by coordinating activities and connecting stakeholders through auditable workflows.

Exterro

Transcend is a data privacy and governance platform that helps companies manage personal data, automate privacy tasks, and oversee AI systems across their tech stacks. The company offers a suite of products designed to streamline privacy operations by encoding controls directly into business systems.
Transcend's platform covers the full privacy lifecycle, including continuous data discovery, mapping, classification, consent management, and automated workflows for privacy requests. It enables companies to understand where personal data resides, implement privacy controls, respond to data subject access requests (DSARs), and ensure compliance with regulations like GDPR and CCPA.
A key differentiator of Transcend's approach is encoding privacy directly into data systems rather than relying on manual processes. This allows for end-to-end automation, reducing the need for repetitive tasks and minimizing compliance gaps.
Transcend's technology comprises over a dozen integrated products, including Data Inventory, Data Lineage, Silo Discovery, Structured and Unstructured Data Discovery, DSR Automation, Consent Management, Preference Store, Privacy Center, Contract Scanning, Assessments, Pathfinder for AI governance, and Prompt Manager.
As of May 2024, Transcend has raised USD 90 million in funding from investors like Accel, Index Ventures, StepStone Group, and others. The company partners with Fortune 500 companies, Global 2000 firms, and fast-growing startups, delivering actionable data rights to over 1.2 billion people globally. Some of its customers include LG Electronics, Plaid, Brex, Hims & Hers, and Rippling.

Transcend

Evisort is an artificial intelligence (AI) powered contract lifecycle management (CLM) platform that enables organizations to streamline and automate various stages of the contract management process. At its core, Evisort leverages proprietary AI trained on millions of contracts to extract and analyze critical data points and clauses from agreements. This provides users with valuable insights, identifies risks and opportunities, and facilitates data-driven decision-making.
Evisort's flagship offering, Document X-Ray, is a generative AI solution that allows organizations to customize their AI models based on natural language queries. By simply posing questions like "Are any rebates or discounts available?", users can train the AI to automatically populate relevant data fields across their contract portfolio. Document X-Ray goes beyond traditional clause extraction by generating summaries, calculating dates and amounts, assigning risk scores, and more.
Complementing its AI capabilities, Evisort provides a comprehensive suite of features spanning the entire contract lifecycle. This includes intelligent contract drafting with clause libraries and in-app editing, automated workflows for approvals and negotiations, e-signature integration, and robust reporting dashboards. Evisort seamlessly connects with enterprise systems like Salesforce, ServiceNow, and SAP Ariba, enabling organizations to share contract data across departments and drive strategic business decisions.
In December 2023, Evisort achieved a significant milestone by creating the first large language model (LLM) specifically designed for legal agreements, further elevating its AI prowess in the contract intelligence space. The company has garnered recognition from industry leaders, with Microsoft lauding its ability to train custom algorithms, and Workday highlighting its effectiveness in rapidly extracting and sharing contract data.
Key customers and partnerships
Evisort boasts an impressive client roster that includes prominent global corporations such as Microsoft, BNY Mellon, NetApp, Western Union, and Workday. These industry leaders have leveraged Evisort's AI-powered platform to streamline their contract management processes, gain visibility into contractual obligations, and drive strategic business decisions.
In May 2023, Evisort announced a strategic integration with ServiceNow's Legal Service Delivery application. This collaboration combines Evisort's innovative contract data extraction capabilities with ServiceNow's advanced workflow capabilities, enabling enterprises to automate manual processes, deliver valuable contract data across departments, and drive enterprise-wide business workflows powered by AI-driven connected contract data.

Evisort

Icertis is a leading provider of AI-powered contract intelligence solutions. The company's flagship offering, Icertis Contract Intelligence (ICI) platform, turns contracts from static documents into strategic assets by structuring and connecting critical contract data. This enables organizations to automate processes, maximize contract value, ensure compliance, and manage risk through insights derived from their commercial agreements.
Icertis serves a diverse range of industries, and its solutions are used by major enterprises such as Google, Johnson & Johnson, Microsoft, Mercedes-Benz, and 30% of the Fortune 100 companies. The ICI platform processes over 10 million contracts worth more than USD 1 trillion across 90+ countries and 40+ languages.
Key product capabilities of the ICI platform include advanced AI for contract data analysis, industry-specific vertical solutions, integrations with enterprise systems like SAP and Microsoft, and robust enterprise-grade features for handling complex contracting needs at scale. In March 2023, Icertis earned top ratings from analyst firms like MGI Research and IDC MarketScape for its innovative product strengths and industry leadership.
In October 2022, Icertis launched a Contract Intelligence solution tailored for the Banking and Financial Services industry to address challenges like regulatory compliance, risk management, and contract authoring complexities. The company has also expanded its vertical solutions to sectors such as healthcare, Medical Technology, Consulting & IT Services, Technology, and Wholesale & Distribution.

Icertis

Platforms that connect lawyers to clients (includes online listing, reputation, comparison, and booking systems) and those that support networking among lawyers.

Includes tools for intelligently extracting information from documents and flagging anomalies, the automated creation and simplification of legal documents, filing and serving documents online, and exchanging documents for discovery. Also includes providers of white-labeled digital legal documents and notarization tools that allow the notarization of documents online, assuring their security, authenticity, and integrity.

Includes platforms that provide legal content from various publishers; tools that support legal teams with conventional and contextual search of relevant case law and authoritative sources; and tools that search, analyze, and organize copious numbers of documents and large datasets. AI-based legal research systems replicate the work of a human legal research assistant and are referred to as AI lawyers/attorneys, digital lawyers/attorneys, or virtual lawyers/attorneys. Analytics tools include those that support lawyers with tracking trial cases, receiving email alerts for cases, and predicting trial timelines, along with those that mine big data to determine lawyers' success rates, when to settle, and when to press the advantage. It also includes tools for corporations that predict the outcomes of litigation.

Includes tools to manage large volumes of data; identify key issues for litigation, internal investigations, and compliance projects; and select relevant web content for use as evidence.

Software solutions that support regulatory compliance. Includes platforms that promote compliance among employees by providing simplified summaries of applicable legislation on-demand, and those that support compliance teams with tracking changes in legislation, sharing and tracking documents within the organization, and collecting evidence. IP/trademark management platforms include those that protect brands from online counterfeiting, digital piracy, and distribution fraud by scouring online marketplaces and social networks, along with those that offer simplified licensing solutions using digital rights technology.

Includes platforms that offer contract lifecycle management from their creation, negotiation, compliance, review, and approval, to execution, tracking, and monitoring. They can automate the processing of routine contracts with a high degree of accuracy and may include technology to organize, understand, and extract data from contracts. Also comprises tools for identity verification, electronic signatures, electronic registered delivery, and electronic time stamp.

Includes commoditized law solutions and do-it-yourself legal services for consumers (individuals, families, and business owners), as alternatives to engaging a lawyer or law firm. Examples include platforms that aid with immigration and asylum applications, consumer claims, class actions, closing funding rounds, and drafting simple contracts, wills, and divorce documents. Litigation finance platforms facilitate third-party funding for litigation. Such pre-settlement funding allows victims to pay their legal fees while awaiting a resolution.

AI reviews documents and contracts and derives insights from multimedia data sources

Relativity

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