Reflexis Systems
Reflexis Systems is a market-leading workforce management software company that specializes in task management. The company's solutions include workforce scheduling, time and attendance, task management, and a real-time retail execution platform. The company was founded in 2001 and is headquartered in Dedham, MA.
Date of Investment:
December 2013
Exit Date:
September 2020
Exit Type:
Strategic Sale
Website
Company's Website
Sageview Value-Add
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Operations
- Built out KPI metrics and reporting
- Gross margin scaling
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Sales & Marketing
- Helped the company scale an enterprise sales force from the ground up
- Introduced 20+ customers, channel partners, and new vertical markets
- Helped the company build a valuable customer success organization
- Guided the company in leveraging executive and board level relationships to win deals
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Human Resources
- Guided the team in adding in outside talent to complement the existing team; helped hire new SVP Sales (CRO), CMO, CFO, and VP HR
- Helped the company evolve its culture to facilitate scaling
- Financial services leads
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Capital Markets
- Introduced bank financing sources
- Led 2017 equity recap process
- 2 bridge financings to support growth
- Helped the company court strategic relationships for an exit