Portfolio

Sageview’s approach stood out. They have been engaged in nearly every aspect of our business – strategic discussions, executive hires, financial planning and monitoring, operational efficiency, board composition to name a few – and have constructively supported our growth initiatives. They are an important part of Avalara’s success.

We’ve worked with many investors over the years and what makes Sageview unique is their approach beyond economics. Their principals make a significant personal investment both financially and intellectually and care deeply about driving the best outcome for all. Their exceptional knowledge of our business to its core, experience, and perspective is helping us grow and evolve into one of the dominant and most innovative brands in the wealth counseling business.