“Invisors has a demonstrated track record of success, growing at rates significantly ahead of its peers,” added Abacus Managing Director and COO Sean McKeever.Ībacus team members involved in the transaction included Sean McKeever and Joseph Lee. As in other transactions, our success was a function of our speed, cash-flow flexibility, and certainty of close – key aspects of what we call our Total Partnership Approach™.” “We were extremely impressed with the senior management team and are excited to be their financing partner as they embark on the next stage of growth. “Invisors and its founding partners have an impressive track record as a service partner within the Workday ecosystem,” said Tim Clifford, President and CEO of Abacus Finance. It’s great to have seen both of our firms grow together.” Abacus is an important and valued relationship for us at WestView. Once again, the entire process was handled smoothly and efficiently. "One, they are easy to work with, and two, they are extremely reliable. We selected the Abacus team, whom we have known for many years, for two reasons,” said Rick Williams, Managing Partner of WestView. WestView Capital Partners, a Boston-based private equity firm focused exclusively on middle market growth companies, manages approximately $1.7 billion in capital across four funds. magazine’s Best Workplaces, Fortune’s Best Medium Workplaces, and Inc.’s 5,000 Fastest-Growing Private Companies.
Invisors’ track record of successful results has been recently recognized by Fortune’s Great Place to Work, Inc. Abacus also made an equity co-investment in Invisors.Īs a certified Workday Services Partner, Atlanta-based Invisors helps customers utilize their organizational data to make better-informed business decisions through the deployment and optimization of Workday. They stayed in touch after graduation and were both excited to address the market opportunity an idea that has grown to become Invisor, which launched in May 2015.New York, NY, September 20, 2021 - Abacus Finance Group, LLC – a leading provider of cash flow-based, classic senior debt for sponsor-led buyouts of companies – today announced that it served as Senior Secured Credit Facilities Administrative Agent and Lead Arranger for senior secured credit facilities to support the recapitalization and growth of Invisors, LLC, a WestView Capital Partners portfolio company. You need to plan accordingly and look at setbacks through the right lens - put them in perspective, solve the problem, and move on.Ī Queen’s or QSB connection: Dan and Pramod worked together as members of the AMBA Class of 2005 Mississauga team. The most important thing we’ve learned about starting a business is that persistence, patience and a positive attitude are table stakes. Everything you want to do will most likely take longer and cost more than you expect. Invisor offers Canadians smart, goal-based investment management services at a fraction of the cost that investors typically incur. There are no minimum investment amounts or minimum fees to get started and our services are easy to access online.
#INVISOR INVESTMENT MANAGEMENT INC PROFESSIONAL#
This segment of investors does not typically get access to professional investment management services that are usually directed towards high net-worth clients ($1-million+ of investable assets). The mass-market segment also ends up paying a high cost for mutual funds. Conflicts of interest often arise since most financial institutions primarily sell proprietary mutual funds while ignoring better value investments offered by others. Investors in the mass-market segment (less than $1 million of investable assets) are typically served by their local bank branches or other financial institutions that sell mutual funds. What is the business problem that your product/service solves? Invisor will soon be adding goal-tracking tools and insurance solutions to complement investment portfolios. Our services are delivered online, using our proprietary technology, which keeps costs low and passes on the savings to our clients. Unlike banks and other financial institutions, our services are accessible to all, with no minimum investment amounts or fees charged to get started. Our fully online, paperless on-boarding experience makes it very easy for clients to sign up. Our company, Invisor, simplifies investing and helps Canadians reach their financial dreams sooner.
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