What Valsoft does

Valsoft Corporation Inc. is a Montreal-headquartered, privately held permanent-capital software holding company that acquires, operates, and grows mission-critical vertical-market software businesses for the long term. Founded in 2015 and backed by Coatue, Viking Global Investors, and Portage Capital Solutions (with cumulative disclosed funding of approximately $420M since 2022), the firm now owns more than 150 software companies across 20+ industries, organized under seven decentralized operating groups: Aspire, Edelweiss, Fluent, Helios, Lighthouse, Manos, and TAG. Each operating group runs its own M&A pipeline and provides domain expertise, capital, and shared infrastructure while preserving the acquired company's brand, leadership, and culture.

Valsoft's technology strategy is built around two internal programs. AI Labs develops and integrates AI capabilities into portfolio products, and AI Ventures spins out new AI-native companies using portfolio insights and distribution. To date, the firm has launched 16+ AI products spanning autonomous voice agents (Sadie for hospitality, Hey Carla for car rental, Viova for automotive dealerships, Fulltime for trades), clinical and dental documentation (Claio medical scribe, Marea dental notes, Boolo dental marketplace), vertical optimization (Ampliphi hotel revenue management, Countfire estimation), and ERP intelligence (Wisys for SAP B1/Macola). Integration depth varies by product; example integrations include EHR systems for Claio, Cisco/Microsoft Teams/Zoom for Variphy, and PBX/PMS systems for Jazzware.

Valsoft generates revenue through the operating cash flows of its 150+ portfolio companies, which collectively serve SMB and mid-market customers across verticals such as retail ERP, hospitality, field service, associations, healthcare, education, childcare, dental, public safety, telecommunications, life sciences, and automotive. Each acquired company operates autonomously under its existing brand with its own sales motion — typically direct field sales for enterprise customers and inside-sales or self-serve for mid-market and SMB buyers — producing primarily recurring subscription and license revenue. Pricing is per-product and per-vertical and is not publicly disclosed. Customer scale is broad and distributed: portfolio companies collectively serve tens of thousands of customers (e.g., KidKare at 75,000+, Clubspeed at 1,700+ venues, Variphy at 2,000+ organizations, Countfire at 800+, MemberLeap at ~600, NedFox/RetailVista at 400+, Equinox at 380+ carriers), reducing single-customer concentration risk.

Name

Valsoft

Legal name

Valsoft Corporation Inc.

Website

https://valsoftcorp.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Valsoft Corporation is a Montreal-based permanent-capital software holding company that acquires and operates 150+ mission-critical vertical-market software businesses across 20+ industries via seven decentralized operating groups, deploying shared AI infrastructure across the portfolio.

Ownership category

akta.pro rank

Product category

Vertical Market Software

NAICS

Software Publishers (5132), Software Publishers (513210), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Technology & Software Growth Equity (FSANACAA)

akta.pro secondary industries

Software Engineering & Application Modernization (BPAHAEAD), Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)

Keywords

• Vertical market software
• Software acquisitions
• AI software platforms
• SaaS portfolio management
• Permanent capital holding

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Software Portfolio Operations: Valsoft generates revenue through the operation of its portfolio of 150+ vertical market software companies. Each acquired company operates autonomously, generating recurring revenue from software subscriptions, licenses, and services. Valsoft's permanent capital model means there is no predetermined exit horizon; value is created through long-term operational improvement, AI integration, and organic growth across portfolio companies.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Valsoft acquires and operates mission-critical vertical market software businesses for the long term, supporting each portfolio company with permanent capital, operational expertise, and shared AI infrastructure through its AI Labs and AI Ventures programs. The portfolio of 150+ autonomous software companies spans healthcare, hospitality, field service, associations, education, dental, automotive, retail, telecommunications, life sciences, and other verticals, selling SaaS subscriptions, licenses, and related services to business customers globally.

Product overview

Valsoft Corporation operates as a portfolio of over 150 independent vertical market software companies across 20+ industries, organized under seven operating groups (Manos, Helios, Fluent, Aspire, Lighthouse, Edelweiss, and TAG). The company does not offer a unified product platform but instead maintains each acquired company as a distinct, autonomous brand with its own product identity. The portfolio spans retail ERP (RetailVista/NedFox), education technology (Möbius/DigitalEd, KidKare), healthcare (Claio AI medical scribe, Fast Medic, WSI Technologies), field service management (ProgressionLIVE, PenguinData), hospitality technology (Jazzware, Clubspeed, CORE Cashless, Ampliphi AI), association management (MemberLeap, Chamber Nation), unified communications analytics (Variphy), dental software (Boolo, Marea, Stable Track), and numerous other vertical SaaS categories. Valsoft also develops internal AI products including autonomous voice agents (Sadie, Hey Carla, Viova, Fulltime), clinical documentation AI (Claio, Marea), and specialized AI platforms for industries ranging from automotive to equine veterinary care.

Differentiator

Problem solved

Functional benefit

Brands

• Manos Software Group: One of Valsoft's seven operating groups managing software portfolio companies
• Helios Software Group
• Fluent Software Group
• Aspire Software Group
• Lighthouse Software Group
• Edelweiss Software Group
• TAG Software Group

Products and services

• Claio AI Medical Scribe AI-powered medical scribe platform providing intelligent assistants for clinical documentation, medical coding, patient communication, and scheduling, with HIPAA compliance and integrations into EHR systems. For clinicians and medical practices seeking to reduce charting time.
• Ampliphi AI revenue management platform for independent hotels, enabling automated pricing and revenue optimization. For independent hotel operators in the Aspire portfolio.
• Sadie AI host for hospitality that answers calls and books reservations 24/7, serving restaurants and hospitality venues.
• Marea AI platform that answers calls and writes dental notes for dental practices, automating clinical documentation workflows.
• Fulltime AI receptionist platform that answers every call for tradespeople, handling scheduling and customer inquiries 24/7. For field service trades businesses.
• Ask Nova AI sales companion for regulated Life Sciences teams, providing insights and automation for pharma, biotech, and medical device sales processes.
• Lilee Agentic AI platform automating healthcare reviews, streamlining administrative processes in clinical settings.
• Viova (Sadie Automotive) AI voice agent platform that converts dealership calls into service bookings for automotive retailers.
• Hey Carla AI car rental host that answers calls and books vehicle rentals autonomously 24 hours a day.
• Lumina AI advisor platform delivering insights from company data through knowledge retrieval and synthesis capabilities.
• Luminee AI platform building clinical trial databases faster, serving the life sciences and clinical research sector.
• Orbit AI platform managing software licenses and renewals, helping organizations track and optimize their software asset management.
• Boolo AI-powered marketplace platform connecting dental clinics to find shift coverage, addressing staffing needs in the dental industry.
• Wisys AI intelligence suite adding capabilities to SAP B1 and Macola ERP systems, enhancing business intelligence for enterprise resource planning users.
• Stable Track Practice management platform built specifically for equine veterinary workflows, addressing specialized needs in the veterinary industry.
• Signiphi Developer-first components for embedded digital signing, providing API tools for integration into software applications.
• Clubspeed Venue Management Software Venue management software platform for karting tracks, family entertainment centers, trampoline parks, escape rooms, and attractions, managing POS, online booking, CRM, race management, and reporting.
• Countfire Estimation Software Cloud-based takeoff and estimation software for electrical, mechanical, security, lighting, and fire verticals, helping estimators manage and quote projects.
• RetailVista Retail ERP Cloud-based Retail ERP platform for retailers, managing point-of-sale, inventory, purchasing, financial administration, and reporting. Serves 400+ garden centers across Europe with 2,000+ tills.
• ProgressionLIVE Field Service Management Field service management platform for HVAC, plumbing, electrical, construction, and service industries, managing customer intake, scheduling, dispatch, real-time updates, invoicing, and accounting integrations.
• Variphy Unified Communications Analytics Unified communications analytics, reporting, and management platform supporting Cisco CUCM, UCCX, Webex, Microsoft Teams, and Zoom, providing CDR analytics, change management, dashboards, and contact center reporting.
• Möbius STEM Learning Platform Online STEM learning and assessment platform designed for math-based and STEM courses at higher education institutions, providing interactive lessons, homework, assignments, sophisticated assessments, and math capabilities.
• KidKare Daycare Management Daycare management and compliance software for the Child and Adult Care Food Program (CACFP), offering claims processing, meal planning, attendance tracking, and financial management tools for childcare providers.
• Jazzware Hospitality Communications Hospitality communications and guest experience software managing voice, messaging, emergency services, and guest communications across on-premises, cloud, and hybrid environments.
• MemberLeap Association Management Cloud-based association management system (AMS) for nonprofits, trade associations, and membership organizations, managing member databases, dues billing, event management, email marketing, website hosting, e-commerce, and branded mobile applications.
• Chamber Nation Membership Platform Membership management and community commerce platform for chambers of commerce, combining membership administration, AI-driven marketing, mobile applications, and local business engagement tools.
• WSI Technologies iRecord and Nexus Secure video recording platforms for public safety and child advocacy sectors, supporting secure interview recording, remote viewing, and streamlined evidence sharing.
• CORE Cashless Payment Systems Cashless payment and access control solutions for amusement and leisure industries, including CORE Readers (RFID, NFC, barcode), CORE POS, CORE Kiosks, and CORE Access Control tools for theme parks, waterparks, stadiums, and festivals.
• Fast Medic Public Healthcare Software Brazilian public healthcare management technology platform serving municipalities, delivering secure and agile software for clinical and hospital management.
• PenguinData Workforce Management Workforce management software platform for telecom, fiber, and utility contractors, supporting time tracking, labor allocation, project management, compliance, billing workflows, and advanced reporting.

Quantifiable outcome

• Claio AI users report saving an average of 8 hours per week on charting.
• +1 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability11 records

Feature17 records

Partnerships

Three partnerships are on record, tiered minor and major.

• EFCGminorImplementation/ SI/ Consulting Partner · 12 November 2025EFCG provided advisory services for GHD's divestiture of bids&tenders to Valsoft Corporation, facilitating the digital procurement platform acquisition.
• Quorum Information TechnologiesmajorStrategic or Co-development Partner · 30 October 2025Valsoft agreed to acquire Quorum Information Technologies for approximately $60 million in an all-cash transaction. Quorum is a North American SaaS software and services company providing enterprise solutions for automotive dealerships and OEMs, including DMS, CRM, digital retailing, and marketplace platforms. Transaction expected to close Q4 2025.
• Aleutian Capital GroupminorImplementation/ SI/ Consulting Partner · 23 April 2025Aleutian Capital Group acted as the financial advisor for 1984 System dba American Data in its sale to Valsoft Corp, advising on the transaction terms and deal structure.

Scale indicators17 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Constellation Software: Toronto-listed acquirer of vertical-market software companies via operating groups (Volaris, Harris, Jonas, Vela, Topicus). The closest publicly traded analog to Valsoft's permanent-capital, decentralized VMS roll-up model.
• Hg Capital: London-listed PE firm specializing in software and services investments across Europe. Highly comparable to Valsoft's vertical-SaaS, decentralized-platform thesis with deep European overlap.
• PSG Equity: Growth equity firm focused on lower-middle-market software and technology-enabled services. Comparable target profile (vertical SaaS) and acquisition-driven value creation to Valsoft's operating groups.
• Marlin Equity Partners: Software-focused private equity firm that acquires and accelerates vertical-market and enterprise software companies. Overlaps directly with Valsoft's buy-and-build approach to vertical SaaS.
• Jonas Software: Constellation Software operating group that acquires and manages vertical-market software businesses. Direct comparable in structure, vertical-specialization, and decentralized-operating-group model.

Broad incumbents

• Thoma Bravo: One of the largest software-focused private equity firms, operating primarily through fund-based cycles. Comparable to Valsoft in targeting mission-critical software businesses, but with a defined exit horizon rather than permanent capital.
• Vista Equity Partners: Major software-focused PE firm that acquires and operates enterprise software companies. Comparable buyer universe and target profile to Valsoft, though much larger and operating on fund cycles.
• Roper Technologies: US-listed diversified technology company that acquires vertical-market, niche software and engineered products businesses for the long term. Closely parallels Valsoft's 'buy and hold' vertical-software compounding model.
• Insight Partners: Global software-focused growth investor. Comparable to Valsoft in its vertical-SaaS thesis and AI-investment orientation, though typically a minority/growth investor rather than a full acquirer.

Regional players

• Bridgepoint: European mid-market private equity firm with software and services exposure. Relevant peer for Valsoft's European M&A footprint and similar decentralized vertical-software thesis.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/valsoftcorp
• Facebookfacebook.com/ValsoftCorp
• LinkedInlinkedin.com/company/valsoft-corporation

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries34 records

Funding overview

Funding rounds3 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A95 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Valsoft