DocuPhase

Clearwater, United States Founded: 2000 • Age: 26 yrs Acquired By Aquiline Capital Partners
RPA software is developed for accounting automation and document management.
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About DocuPhase

DocuPhase is a company based in Clearwater (United States) founded in 2000 was acquired by Aquiline Capital Partners in February 2024.. DocuPhase has completed 4 acquisitions, including Clearwater Payments, Frevvo and Treeno Software. DocuPhase offers products and services including AP Automation, AR Automation, Document Management, Workflow Automation, and Smart Data Capture. DocuPhase operates in a competitive market with competitors including airSlate, Indico Data, Rossum, Kyndi and Natif.ai, among others.

  • Headquarter Clearwater, United States
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Docuphase, Llc
Operational Areas
Technology → Robotics, Automation & Advanced Manufacturing
Key Metrics
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Products & Services of DocuPhase

DocuPhase offers a comprehensive portfolio of products and services, including AP Automation, AR Automation, Document Management, Workflow Automation, and Smart Data Capture. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Automates accounts payable processes for efficient invoice handling.

Speeds up accounts receivable with reduced manual processing.

Manages and stores financial documents in a secure repository.

Automates repetitive tasks like approvals and onboarding.

Extracts data from documents using AI for accuracy.

People of DocuPhase
Headcount 50-200
Employee Profiles 31
Employee Profiles
People
David Cheney
Implementation Project Manager
People
Darrell Dunn
Project Manager
People
Courtney Bernard
Director Of Implementations
People
Constance Luong
QA Engineer

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Funding Insights of DocuPhase

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in DocuPhase

DocuPhase has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Aquiline Capital Partners, Level Equity and LoneTree Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Middle-market growth capital investments are targeted by Level Equity.
Founded Year Domain Location
Private equity and debt investments are directed toward financial sectors.
Founded Year Domain Location
LoneTree Capital is engaged in providing flexible capital and operational support to growth companies.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by DocuPhase

DocuPhase has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Clearwater Payments, Frevvo and Treeno Software. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Cloud-based electronic billing and payment solutions are provided via APIs.
2015
Road planing, surfacing, and civil engineering services are provided.
2008
SaaS-based document management solutions are delivered for businesses.
2002
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - DocuPhase

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Docuphase Comparisons

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Competitors of DocuPhase

DocuPhase operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as airSlate, Indico Data, Rossum, Kyndi and Natif.ai, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of no code business automation solutions
domain founded_year HQ Location
Data processing tasks are automated via AI-driven management solutions.
domain founded_year HQ Location
Documents are processed and digitized via AI-based platform.
domain founded_year HQ Location
AI and process automation software is provided for regulated industries.
domain founded_year HQ Location
Document processing is automated via AI classification and validation.
domain founded_year HQ Location
Developer of hybrid AI platform for document classification and data extraction
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Docuphase

Frequently Asked Questions about DocuPhase

When was DocuPhase founded?

DocuPhase was founded in 2000.

Where is DocuPhase located?

DocuPhase is headquartered in Clearwater, United States. It is registered at Clearwater, Florida, United States.

What does DocuPhase do?

DocuPhase was founded in 2000 in Clearwater, United States, as a provider of RPA software targeted at accounting automation. Routine tasks are automated through the DocuPhase platform to support visibility, accountability, and compliance. Core features encompass document management, webforms, workflow automation, and data capture. Solutions are extended to manufacturing, HR, customer service, and enterprise workflows, with customized RPA options tailored to specific business needs.

Who are the top competitors of DocuPhase?

DocuPhase's top competitors include Indico Data, airSlate and Rossum.

What products or services does DocuPhase offer?

DocuPhase offers AP Automation, AR Automation, Document Management, Workflow Automation, and Smart Data Capture.

How many acquisitions has DocuPhase made?

DocuPhase has made 4 acquisitions, including Clearwater Payments, Frevvo, and Treeno Software.

Who are DocuPhase's investors?

DocuPhase has 3 investors. Key investors include Aquiline Capital Partners, Level Equity, and LoneTree Capital.

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