MONTAGE CAPITAL PORTFOLIO
Montage Capital has helped a variety of dynamic and successful companies since its inception in 2005. Our online portfolio provides an overview of our recent investments, including the type of financing provided, the partner managing the relationship, the geographic location, and other general information.
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CLIENT OVERVIEW
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INFORMATION AND STATS |
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Overview: Kailea Networks provides on-demand software for Incident & Asset Management, which ensures IT operational continuity by providing automated inventory of your infrastructure, and rapid identification, correlation, resolution, and future prevention of service interruptions.
Montage Partner: Damon Doe
Investors: Angel Investors
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Status: Private
Kailea Networks
900 Concar Drive
3rd Floor
San Mateo, CA 94402
Tel: 650.244.9605
Web: www.kailea.com
Executive: Stephen Belomy, CEO
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Product: |
2006 |
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Milestone Loan |
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Overview: Ironhawk is recognized for Delivering Decision Critical Data throughout the “last tactical mile” over narrow band satellite communication networks. They are a leading commercial item software provider and professional services company specializing in secure movement and replication of data across low bandwidths networks.
Montage Partner: Damon Doe
Investors: Founders
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Status: Private
Integrated Data Corporation
6701 Center Drive West, Suite 700
Los Angeles, CA 90045
Tel: 310.815.2800
Web: www.ironhawk.com
Executive: David Gomes, President & CEO
Funded: |
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Product: |
2006 |
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Refinance of Pre-Existing Note Payable; Line of Credit |
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Overview: Sit happens at ZÜCA, a Campbell, CA company that specializes in the design of life altering innovations! This lifestyle brand was founded by an entrepreneurial mom to find a solution to the heavy backpack problem and their unique product lines center around their multipurpose rolling bags with an integrated seat. The core principals of the ZÜCA products are function, quality and design, or as they say: "fashion, function, fun!"
Montage Partner: Michael Rose
Investors:
Angel Investors
Copia Associates
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Status: Private
Zuca
645 East McGlincy Lane
Unit C
Campbell, California 95008
Tel: 408.377.9822
Web: www.zuca.com
Executive: Laura Udall, Founder
Funded: |
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Product: |
2006 |
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Milestone Loan |
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Overview: Using its proprietary .NETigration (tm) technology, Packaged Business
Solutions International (PBSI) provides a complete, turnkey migration of
legacy AS/400-iSeries RPG applications and data to Microsoft's .NET
framework. PBSI's technology allows ISV's and large corporations to
preserve their investment in software and staff while migrating to the
vibrant new .NET platform.
Montage Partner: Michael Rose
Investors:
Founders
Angel Investors
Vanguard Atlantic
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Status: Private
Packaged Business Solutions International (PBSI)
2151 Salvio Street
Suite 310
Concord, CA 94520
Tel: 800.519.PBSI (7274)
Web: www.pbsilink.com
Executive: Natalie Kilner, CEO
Funded: |
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Product: |
2006 & 2007 |
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Milestone Loan |
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Overview:Mobile Greetings is a premier creator and publisher of mobile products and services. The company's sophisticated proprietary technology platform allows the creation of the most visually vivid and interactive applications in the mobile industry, with a 5x time to market advantage. The company has leveraged this advantage to partner with major content owners and aggregators, included, but not limited to: Disney, Warner Bros, Universal, Sony/MGM, Lion's Gate, New Line Cinema, Paramount, THQ (Star Wars and NFL), MLB, Airborne Mobile (NHL), Q Mobile, Hands-On Mobile, Leapfrog, Glu, Infusio (Halo), Infospace, India Games, UClick, Mobile Streams, Cellfish and Cellfire.
Montage Partner: Michael Rose
Investors: Angel Investors
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Status: Private
Mobile Greetings, Inc.
1475 N. Broadway
Suite 420
Walnut Creek, CA 94596
Tel: 925.935.1677
Web: www.mobilegreetings.com
Executive: Jacob Litke, CEO
Funded: |
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Product: |
2007 |
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Line of Credit |
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Overview: Parent company Isolation Network, Inc. is a digital media distribution and publishing company that provides various distribution and marketing services via its INgrooves and ONE Digital divisions. ONE Digital is a proprietary software platform that provides distribution and administration to large distributors, record labels and film production companies at rates far below the industry standard. INgrooves provides clients customized distribution, marketing, promotion, synch licensing and administrative support to help maximize the earnings potential of specific releases or catalogues. INgrooves’ client list includes: Tila Tequila, Thievery Corporation (ESL Music), Too $hort, Lady Sovereign (Chocolate Industries) and Tracy Lawrence. For more information, check out www.ingrooves.com or www.theonedigital.com.
Montage Partner: Damon Doe
Investors: Acuity Ventures
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Status: Private
Isolation Network, Inc. (d/b/a "INgrooves")
539 Bryant Street #400
San Francisco, CA 94107
Tel: 415.896.2100
Web: www.ingrooves.com
Executive: Robb McDaniels, Chairman & CEO
Funded: |
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Product: |
2007 |
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Line of Credit |
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Overview: Document Capture Technologies headquartered in San Jose, Calif., designs and manufactures imaging solutions for OEM customers worldwide. The company currently manufactures over 14 proprietary imaging products and has become one of the world’s largest private-label manufacturers of USB-powered mobile image scanning devices. The Company’s growing intellectual property portfolio in imaging includes 19 patents with an additional 5 patents pending.
Leveraging its experience in imaging technology and manufacturing, Document Capture Technologies has acquired and continues to develop new technologies targeting the HD display market. Products that include its proprietary Nano-LCOS Imager and Next Wave Optical Engine are expected to reach the worldwide market in 2008. These solutions are expected to significantly enhance picture quality for a variety of HD display applications both consumer and commercial while reducing costs.
Montage Partner: Damon Doe
Investors: OTCBB: DCMT.OB
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Status: Publicly-traded

Document Capture Technologies
1798 Technology Drive
Suite 178
San Jose, Ca 95110
Tel: 408.436.9888
Web: www.docucap.com
Executive: David Clark, CEO
Funded: |
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Product: |
2007 |
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Mezzanine Loan |
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Overview: Headquartered in New York, TrueChoice Solutions is the leader in real-time preference measurement. Delivered as Software-as-a-Service and used by a growing number of FORTUNE 500 clients, the TrueChoice(R) Preference Technology Suite is based on patented econometric technologies that for the first time allow companies to precisely quantify the preference structures of individual customers and employees. TrueChoice significantly improves customer experience, boosts sales lead generation and measurably increases the profitability of every transaction.
Montage Partner: Damon Doe
Investors:
PL Venture Management GmbH
Pool Invest/ Transforce
Cavallo Investments
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Status: Private

TrueChoice Solutions, Inc.
1375 Broadway, 11th Floor
New York, NY, 10018
Tel: 212.660.0300
Web: www.TrueChoiceSolutions.com
Executive: Sev K-H Keil, Chairman & CEO
Funded: |
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Product: |
2007 |
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Line of Credit |
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Overview: Headquartered in Denver, CO, Fetter Logic, Inc.(r), is a financial data
expert providing enterprise-wide technology solutions to retail and
institutional broker/dealers and clearing firms nationwide. Fetter Logic
integrates direct mutual fund data with broker/dealer platform and
clearing firm data to completely service all of their assets. Via Fetter
Logic's Quadron technology platform and proprietary enterprise data
store, clients are able to make business-critical decisions utilizing
that data, via a fully integrated software toolset that is accessible
from any Web browser. Fetter Logic turns all forms of financial data
into instantly accessible and meaningful compliance, sales, operations,
and management reports through proven people, processes, and technology.
Simply put, Fetter Logic Turns Data into Intelligence.
Montage Partner: Michael Rose
Investors: Angel Investors
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Status: Private

Fetter Logic, Inc.
370 17th street, Site 3400
Denver, CO 80202
Tel: 888.687.4555
Web: www.fetterlogic.com
Executive: David Fetter, CEO
Funded: |
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Product: |
2008 |
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Growth Capital Loan |
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Overview: Corefino proactively manages back office financial operations through a unique combination of best of breed processes, technology and GAAP expertise. Customers receive an enterprise-class outsourced accounting department that delivers real time, accurate and timely financial reporting. Corefino guarantees its customers will be audit-ready, diligence-ready and SOX-ready. Customers typically spend 25%-40% less than alternatives, for a level of quality previously unavailable to all but Fortune 500 companies.
Montage Partner: Michael Rose
Investors:
Angel Investors
Opus Capital Ventures
Bay Partners
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Status: Private

Corefino, Inc.
530 Lakeside Drive,
Suite 140,
Sunnyvale, CA 94085-4055
Tel: 650.989.7478
Web: www.corefino.com
Executive: Karen Northup, CEO/Founder
Funded: |
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Product: |
2008 |
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Growth Capital Loan |
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Overview: Founded in 1992 and with over 10,000 systems sold worldwide, Alpha
Innotech is a leading developer, manufacturer and marketer of digital imaging and analysis systems for the life science research and drug discovery markets. Our goal is to combine instruments, reagents and bioinformatics software to offer integrated modular technology platforms for functional genomics, proteomics and cell analysis markets. Our customers include pharmaceutical and biotechnology companies as well as universities, medical centers, government research institutes and agencies worldwide.
Montage Partner: Damon Doe
Investors: OTCBB: APNO.OB
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Status: Publicly-traded

Alpha Innotech Corporation
2401 Merced Street
San Leandro, CA 94577
Tel: 800.795.5556
Web: www.alphainnotech.com
Executive: Ron Bissinger, Chief Executive Officer
Funded: |
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Product: |
2008 |
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Mezzanine Loan |
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Overview: Regalix is a market leader in global business and consumer marketing.Regalix's team consists of world-class experts in Web 2.0 marketing; people who have lived the web and understand the confluence of new techniques in marketing analytics, human factors and retailing; new technologies related to search-engines and data-mining; and emerging new media such as blogs, podcasts, video and social network marketing to create real leads and sales.
Montage Partner: Michael Rose
Investors: Angels/founders
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Status: Private

Regalix, Inc.
3000 Bridge Parkway
Suite 101
Redwood Shores, CA 94065
Tel: 650.587.8607
Web: www.regalix.com
Executive: Vikas Sharan, CEO
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Product: |
2008 |
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Milestone Loan |
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Overview: Amtrex provides managed services that drive efficiencies across local and global logistics operations. The company’s experienced domain experts use its proprietary HALO software applied to best-practices in order to deliver business process improvements that increase its customer's shareholder value and satisfaction.
Montage Partner: Damon Doe
Investors: Founders
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Status: Private

Amtrex
5000 Birch St.
Suite 8000
Newport Beach, CA 92660
Tel: 949.833.0500
Web: www.amtrex.com
Executive: Brian Scott, Founder
David Noyes, CFO
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Product: |
2008 |
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Milestone Loan |
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Overview: SigmaQuest Inc., the On-Demand leader in scalable solutions for product quality management, helps brand owners and manufacturers worldwide build top quality, electronics-based products for medical device, energy, telecom, military & aerospace, consumer electronics, and other industries. The company’s SigmaSure™ suite of software leverages automatic data collection and a powerful root-cause analysis to help users find, fix and avoid quality issues throughout products’ entire lifecycles, from the time products are manufactured to when they are returned by a customer, should that occur. The SigmaSure modules include: Manufacturing & Test Insight, Supplier Quality Insight, Maverick Analysis, RMA & Warranty Insight, Repair & Rework Insight, and Process Flow Visualization (PFV). The company’s market-changing approach has been recognized in Managing Automation’s Top Ten Companies to Watch, Manufacturing Business Technology’s Top 40 Emerging Vendors, Test & Measurement World’s “Best in Test” awards, and Supply & Demand Chain Executive’s “Executive 100” list.
Montage Partner: Michael Rose
Investors: Founders
Amidzad (www.amidzad.com)
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Status: Private

SigmaQuest, Inc.
440 N. Wolfe Rd.
Sunnyvale, CA 94085 - USA
Tel: 408.524.3180
Web: sigmaquest.com
Executive:Nader Fathi, CEO and co-founder
Funded: |
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Product: |
2008 |
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Milestone Loan |
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Overview: Los Angeles-based security software company whose solutions protect companies against the widest-range of threats from inside the enterprise: employee productivity monitoring and web-filtering; Data Loss Prevention; laptop theft; eForensics. The patented software agent operates invisibly at the desktop, instead of at the network level, and in a SaaS environment. This makes the software easier and less expensive to implement than competitors, with far lower total cost of ownership. Second, it affords a higher level of protection against a range of business risks from the theft or loss of valuable intellectual property and customer data, losses in employee productivity, theft of company laptops, employee misconduct, regulatory compliance.
Montage Partner: Michael Rose
Investors: Founders
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Status: Private

Awareness Technologies
4640 Admiralty Way
Suite 1010
Los Angeles, CA 90292
Tel: 310.822.4557
Web: interguardsoftware.com
Executive: Peter Fuhrman, CFO
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Product: |
2008 |
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Growth Capital Loan |
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Overview: Headquartered in Los Gatos, California, BayTSP is the leading provider of online intellectual property monitoring, enforcement, measurement and monetization services to the entertainment industry, software and videogame developers, the publishing industry and Fortune 500 companies. Central to BayTSP service offerings is the Content Authentication Platform (CAP). CAP uses best of breed audio and video fingerprinting technologies to identify the exact content of video clips, allowing advertisers to deliver context specific promotions that appear alongside or as part of video clips. CAP processes nearly two million minutes of new video content uploaded daily, monitors viewership on 100 million clips and has indexed two billion minutes of video uploaded over the past four years.
Montage Partner: Damon Doe
Investors: Acuity Ventures
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Status: Private

BayTSP
P.O. Box 1314
Los Gatos, CA 95031-1314
Tel: 408.341.2300
Web: www.baytsp.com
Executive: Mark M. Ishikawa, CEO
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2009 |
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Mezzanine Loan |
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Overview: Headquartered in Palo Alto, CA, MetricStream, Inc is a leading provider of enterprise software used to improve performance monitoring, management, and efficiencies of globalized, collaborative and virtualized enterprises. The company’s software is used to enable superior and sustainable business performance for Global Enterprises through Integrated Governance, Risk and Compliance Solutions. Montage Partner: Michael Rose
Investors: Advanced Equities, Blade Ventures
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Status: Private

MetricStream, Inc.
2600 Bayshore Road
Palo Alto, CA 94303
Tel: 650.620.2900
Web: www.metricstream.com
Executive: Gunjan Sinha, Chairman
Shellye Archambeau, CEO
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2009 |
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Milestone Loan |
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Overview: Accept Software is a leading provider of software as a service ("SaaS") solutions for innovation management. Accept’s on-demand solutions allow companies to accelerate innovation and create breakthrough products with greater certainty, effectiveness and speed. Given the current economic climate, it is more critical than ever to align strategy and resources to achieve greater product and market success, a value proposition that Accept Software’s uniquely delivers to its customers. Accept’s Innovation Management Suite enables companies to stimulate and capture community input, align product development projects with company strategy, and unify execution to drive the right products to market faster. With Accept, companies are able to make more informed product decisions in less time, with greater market acceptance of delivered products, while significantly improving the ROI of new product creation.
Montage Partner: Michael Rose
Investors: Jefferson Partners, The Entrepreneurs Fund
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Status: Private
Accept Software Corporation
42840 Christy Street
Suite 201
Fremont, CA 94538
Tel: 866.423.8376
Web: www.acceptsoftware.com
Executive: Bryan Plug, President & CEO
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Product: |
2009 |
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Milestone Loan |
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