Greater Sum Ventures

Knoxville, United States Founded: 2016 • Age: 10 yrs
Growth equity and operational support are provided by Greater Sum Ventures to technology companies.

About Greater Sum Ventures

Greater Sum Ventures is a Financial Services company based in Knoxville (United States) founded in 2016. Growth equity and operational support are provided by Greater Sum Ventures to technology companies. It operates on a Professional Services model. Greater Sum Ventures has completed 7 acquisitions, including Kologik, SOMA Global and STRAX Intelligence. Greater Sum Ventures offers products and services including Growth Equity Investment and Operational Support. Its focus areas include Financials, Capital Markets and Private Equity.

Company details

Greater Sum Ventures is engaged in providing growth equity and transformational capital to lower middle market technology companies. Operational support is extended to portfolio firms to accelerate growth and exceed expectations. The focus is placed on SaaS businesses within various sectors, leveraging synergies and cross-selling opportunities. Solutions are designed to help business owners scale through strategic efficiencies and customer focus. The firms approach is driven by entrepreneurial spirit, aiming to maximize value for stakeholders. Expertise is utilized to guide companies in creating value and unlocking potential.

  • Headquarters Knoxville, United States
  • Sectors
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website greatersumventures.com
  • Social LinkedIn
Key Metrics

Products & Services of Greater Sum Ventures

Greater Sum Ventures offers a comprehensive portfolio of products and services, including Growth Equity Investment and Operational Support.

Growth Equity Investment
Financial Services

Growth equity is provided to technology companies for expansion.

Operational Support
Business Services

Operational expertise is offered to portfolio companies for growth.

People of Greater Sum Ventures

17 people are tracked at Greater Sum Ventures (16 in leadership, 1 in team).

NameRoleGroup
Max Chautin
Managing DirectorLeadership
David Abraham
Managing DirectorLeadership
Clint Ward
Chief Compliance OfficerLeadership
Ross Croley
CEO / FounderLeadership
Kristin Alm
Senior Vice President, PR & CommunicationsLeadership
Ryan Allman
VP Marketing, Operating PartnerLeadership
Jason Butler
VP of Payments and Operating PartnerLeadership
Connar Benson-Epstein
Senior Vice PresidentLeadership
Michael Casas
Managing Director & General CounselLeadership
William Overstreet, MBA
Principal And Operating PartnerLeadership
Brian Seagraves
VP of Product & Technology and Operating PartnerLeadership
Bill Nix
Managing PartnerLeadership
Chris Ritchie
Vice President Of Technology / Operating PartnerLeadership
Joe Pendergrass
Managing DirectorLeadership
Jennifer McCallum
Senior Vice President Of MarketingLeadership
Erika Paul, CPA
VP, Finance & AccountingLeadership
Brad Luke
Manager Financial Planning & AnalysisTeam
Premium access

Complete people profiles for Greater Sum Ventures

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Greater Sum Ventures

Greater Sum Ventures has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Kologik, SOMA Global and STRAX Intelligence.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Mobile POS solutions are integrated for business ordering and payments.
myvenue.comAdelaide, Australia2017May 2025β€’β€’β€’β€’
Software solutions for government agencies are provided by Kologik.
kologik.comBaton Rouge, United States2015Jun 2024β€’β€’β€’β€’
Provides real-time situational awareness solutions for public safety and security
straxintelligence.comBoca Raton, United States2015Mar 2024β€’β€’β€’β€’
Cloud-based solutions for public safety management are provided.
somaglobal.comLargo, United States2017Feb 2024β€’β€’β€’β€’
Cloud-based field service management solutions for utilities are delivered.
utility.comDecatur, United States2000Nov 2023β€’β€’β€’β€’
Payment processing solutions are provided to businesses of all sizes.
staxpayments.comOrlando, United States2014Dec 2020β€’β€’β€’β€’
Facilitates online payments for government dues.
ncourt.comAtlanta, United States2002Mar 2018β€’β€’β€’β€’
Premium access

Complete acquisition details for Greater Sum Ventures

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of Greater Sum Ventures

8 dated milestones of Greater Sum Ventures across 9 years, from founding to its latest funding, stage changes and deals.

  1. Founded Greater Sum Ventures is founded.
  2. Acquisition Acquires nCourt.
  3. Acquisition Acquires Stax Payments.
  4. Acquisition Acquires Utility.
  5. Acquisition Acquires SOMA Global.
  6. Acquisition Acquires STRAX Intelligence.
  7. Acquisition Acquires Kologik.
  8. Acquisition Acquires myvenue.

Top companies in Private Equity Funds

3 companies that operate in the same segment as Greater Sum Ventures (Private Equity Funds) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Alternative asset investment management firm
1997Los Angeles, California, United StatesUSD 6.2 B3,200
Private equity and debt investments are managed for businesses.
2004Los Angeles, California, United StatesUSD 3.15 B3,200
Multiple sectors are invested in by this private equity firm.
1976New York, New York, United StatesUSD 20.29 B4,830
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Frequently Asked Questions about Greater Sum Ventures

Greater Sum Ventures was founded in 2016.

Greater Sum Ventures is headquartered in Knoxville, United States. It is registered at Knoxville, Tennessee, United States.

Greater Sum Ventures is engaged in providing growth equity and transformational capital to lower middle market technology companies. Operational support is extended to portfolio firms to accelerate growth and exceed expectations. The focus is placed on SaaS businesses within various sectors, leveraging synergies and cross-selling opportunities. Solutions are designed to help business owners scale through strategic efficiencies and customer focus. The firms approach is driven by entrepreneurial spirit, aiming to maximize value for stakeholders. Expertise is utilized to guide companies in creating value and unlocking potential.

Greater Sum Ventures offers Growth Equity Investment and Operational Support.

Greater Sum Ventures has made 7 acquisitions, including Kologik, SOMA Global, and STRAX Intelligence.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available