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: New Vine Logistics is a third party logistics company utilizing proprietary software for the direct to consumer fulfillment of wine, spirits, and other highly regulated or hard-to-handle products. It is the only company that can fulfill wine orders across the US from centralized producer-owned inventory.
Montage Partner: Damon Doe
Investors:
ThomVest
Altos Ventures
Rustic Canyon
Angels Forum/Halo Fund
Equity Group Investments
Kleiner Perkins Caufield & Byers
Pacific Community Ventures
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Status: Private
New Vine Logistics
830 Latour Court
Suite A
Napa, CA 94558
Tel: 707.226.9400
Web: www.newvinelogistics.com
Executive: Kathleen Hoertkom, CEO
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2006 & 2007 |
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Mezzanine Loan |
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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
400 Oyster Point Blvd.
Suite 525
South San Francisco, CA 94080
Tel: 650.244.9605
Web: www.kailea.com
Executive: Marlin Scott, CTO
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Product: |
2006 |
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Milestone Loan |
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Overview: Integrated Data Corporation is 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
3555 Hayden Avenue
Culver City, CA 90232
Tel: 310.815.2800
Web: www.idc-global.com
Executive: David Gomes, CEO
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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
645 East McGlincy Ln.
Unit C
Campbell, California 95008
Tel: 408. 377.9822
Web: www.zuca.com
Executive: Laura Udall, Founder & CEO
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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
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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
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Product: |
2006 & 2007 |
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Milestone Loan |
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Overview: S3C (Sensors Silicon Systems - Configurable) develops, manufactures and sells next generation wired and wireless sensors for automotive and industrial markets. S3C uses its proprietary ASIC's and leverages advancements in MEMS and IC packaging technologies in its sensors to enable customers to reduce system development time and cost. S3C's sensors are setting a new standard in lowering cost while improving system performance and reliability.
Montage Partner: Michael Rose
Investors:
M. D. Naik
Japanese Corporate Partners
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Status: Private
S3C, Inc.
1010 Stewart Drive
Sunnyvale, CA 94085
Tel: 408.746.3081
Web: www.s3cinc.com
Executive: Manher Naik, CEO
Funded: |
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Product: |
2006 |
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Growth Capital 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
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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
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Product: |
2007 |
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Line of Credit |
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Overview: Sysview Technology, Inc., 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, Sysview 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: SYVT.OB
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Status: Publicly-traded

SYSVIEW TECHNOLOGY, INC.
1772 Technology Drive
San Jose, Ca 95110
Tel: 408.436.9888
Web: www.sysviewtech.com
Executive: Darwin Hu, Chairman & CEO
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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
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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
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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
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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: 1.800.795.5556
Web: www.alphainnotech.com
Executive: Ron Bissinger, Chief Executive Officer
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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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