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A Portfolio of Partnerships focused on
Transformation and Growth

Our Portfolio

Meet Some of the Businesses
with whom we have Partnered

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Status
Type
Active
Technology
Financial Services
Saratoga Compliance Solutions is a leading provider of compliance software and services to the insurance industry, serving carriers, agents and service providers.
Saratoga Compliance Solutions
Active
Technology
Financial Services
Company Overview
Saratoga Compliance Solutions is a leading provider of compliance software and services to the insurance industry. Saratoga delivers an integrated suite of entity management, license management, surplus lines filings and infraction management solutions to carriers, agents and service providers.
Impact Initiatives

Broad Based Employee Equity Ownership;

STEM Internship & Apprenticeship Program

Company details
Company Headquarters
Saratoga Springs, NY
Sub-Sector
Insurance Compliance Software
Sector
Technology
Investment Year
2025
Investment STatus
Active
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where we focus our efforts
We focus on areas where emerging technologies can empower businesses in specific vertical markets. We also focus on solutions that serve narrowly defined problems facing functional leaders in modern corporate environments.
  • Vertical Market Application Software & Integrated Payments
  • Vertically Focused Subscription Data & Information Services
  • Technology Enabled Business Services
  • Safety, Compliance, Regulatory & Risk Management Solutions
  • Application Software Serving CFOs, CHROs & CTOs
  • Internet Enabled Marketplaces & Distribution Platforms
We focus on areas of secularly growing and persistent need in our economy, served by businesses with recurring or re-occurring revenue streams, asset-light compositions and who leverage human capital and/or intellectual property as a means to deliver exceptional services.
  • Route Based Services
  • Essential & Infrastructure Services
  • Human Resources Outsourcing & Solutions
  • IT Managed Service Providers
  • Commercial & Facility Services
  • Information & Analytics Solutions
  • Group Purchasing Organizations (“GPO”)
  • Maintenance, Repair & Operations (“MRO”)
  • Testing, Inspection, Certification & Compliance (“TICC”)
  • Value Added Distribution
We focus on financial services providers serving narrowly defined niches or segments of our economy. We also partner with software and services providers who serve financial institutions.
  • Insurance Services
  • Wealth Management Services
  • Fund Administration Services
  • CPAs, Actuarial Services & Outsourced CFO Solutions
  • Financial Compliance
  • Outsourced Solutions for Financial Institutions
  • Capital Markets Technologies & Services
  • Payments Technology & Services
  • Benefits Administration Technology & Services