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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.


COMPANIES


New Vine Logistics

Kailea

IDC

Zuca

Zuca

mobile

PBSI

Zuca

mobile

Corefino

Zuca

regalix logo




CLIENT OVERVIEW


INFORMATION AND STATS

New Vine Logistics

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:

arrowThomVest
arrowAltos Ventures
arrowRustic Canyon
arrowAngels Forum/Halo Fund
arrowEquity Group Investments
arrowKleiner Perkins Caufield & Byers
arrowPacific 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

Funded:

 

Product:

2006 & 2007

 

Mezzanine Loan

     

Kailea Networks

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

Funded:

 

Product:

2006

 

Milestone Loan

     

 


IDC

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

Funded:

 

Product:

2006

 

Refinance of Pre-Existing Note Payable; Line of Credit

     

Zuca

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:

arrowAngel Investors

arrowCopia 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

Funded:

 

Product:

2006

 

Milestone Loan

     

PBSI

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

Funded:

 

Product:

2006 & 2007

 

Milestone Loan

     

S3C

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:

arrowM. D. Naik

arrowJapanese 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:

 

Product:

2006

 

Growth Capital Loan

     

mobile greetings

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:

 

Product:

2007

 

Line of Credit

     

Ingrooves

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:

 

Product:

2007

 

Line of Credit

     

Sysview

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

Funded:

 

Product:

2007

 

Mezzanine Loan

     

TrueChoice Solutions

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:

arrowPL Venture Management GmbH
arrowPool Invest/ Transforce
arrowCavallo 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:

 

Product:

2007

 

Line of Credit

     

Fetter Logic

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
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Fetter Logic, Inc.
370 17th street, Site 3400
Denver, CO 80202


Tel: 888.687.4555

Web: www.fetterlogic.com

Executive: David Fetter, CEO

empty

Funded:

 

Product:

2008

 

Growth Capital Loan

     

Corefino

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:

arrowAngel Investors
arrowOpus Capital Ventures
arrowBay Partners


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Status: Private
empty


Corefino, Inc.
530 Lakeside Drive,
Suite 140,
Sunnyvale, CA 94085-4055


Tel: 650.989.7478
Web: www.corefino.com

Executive: Karen Northup, CEO/Founder

empty

Funded:

 

Product:

2008

 

Growth Capital Loan

     

Corefino

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
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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

empty

Funded:

 

Product:

2008

 

Mezzanine Loan

     

Corefino

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
empty


Regalix, Inc.
3000 Bridge Parkway
Suite 101
Redwood Shores, CA 94065


Tel: 650.587.8607
Web: www.regalix.com

Executive: Vikas Sharan, CEO

empty

Funded:

 

Product:

2008

 

Milestone Loan

     
     
     
 
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Montage Capital · 5201 Great America Parkway · Suite #320 · Santa Clara, CA 95054 · Tel: 408.850.7219
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