Growth equity firm investing its own capital
Greater Sum Ventures
- HeadquartersKnoxville, TN S4
- Founded2016 S2
- Websitegreatersumventures.com
- Last verifiedOctober 20, 2026
At a glance
| Assets under management | $5.4B (as of Sep 2025) S1 |
|---|---|
| Revenue range | $3M+ S1 |
| Check size | $3M+ S2 |
| Deal types | Platform, Add-on S2 |
| Sectors | Software & SaaS |
What Greater Sum Ventures buys
Greater Sum Ventures (GSV) is a Knoxville, Tennessee firm started in 2016 that invests its own money instead of raising outside funds, so no fund deadline forces it to sell. It buys into software companies that serve a single industry, usually still run by their founders, plus a few tech-enabled service businesses, mostly in the lower middle market. Current holdings sell software to therapy and medical practices, property managers, auto repair shops and car dealers, police and corrections agencies, marinas and sports venues. As of September 2025 the firm counted $5.4 billion of assets, more than 300 acquisitions and 24 platforms built.
GSV prefers to own a majority but says it is flexible on structure, and its deals have ranged from $3 million to $3 billion. The company it looks for has a proven product, at least $3 million of annual recurring revenue, few lost customers and room to grow. Smaller software firms often meet GSV as add-ons: Vehlo bought Dealer Pay and Total Customer Connect in 2025, and Tapin2 joined MyVenue in 2026.
Recent deals
Announced in the 24 months before October 20, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| May 2026 | Tapin2Majority stake in a stadium mobile ordering and suite catering software maker, combined with MyVenue | Add-on | Software & SaaS | Source |
| 2026 | CyprisAI research platform used by corporate R&D teams; listed on the portfolio page as a 2026 investment | Investment | Software & SaaS | Source |
| Jul 2025 | Total Customer ConnectDealership service lane and customer retention software added to Vehlo | Add-on | Software & SaaS | Source |
| Jun 2025 | ProfitSolvFTV Capital and Lightyear Capital co-led a new investment in the legal and accounting software company; GSV lists it as exited | Exit | Software & SaaS | Source |
| May 2025 | Dealer PayPayments provider for car dealerships added to Vehlo | Add-on | Software & SaaS | Source |
| May 2025 | MyVenueMajority stake in a point-of-sale software company for stadiums and arenas; the founder stays on as CEO | Platform | Software & SaaS | Source |
| 2025 | 4D EMRMedical records and practice software for plastic surgery, dermatology and medspa practices | Platform | Software & SaaS | Source |
| 2025 | HelloNotePractice management and documentation software for physical, occupational and speech therapists | Platform | Software & SaaS | Source |
| 2025 | Join ItMembership management software for nonprofits, clubs and associations | Investment | Software & SaaS | Source |
| 2025 | CoverageStackNew specialty insurance platform in Knoxville formed by buying John Bailey Co. and SBK Insurance | Platform | Source | |
| 2025 | Transit TechnologiesTransit and paratransit software platform sold to PSG | Exit | Software & SaaS | Source |
| 2025 | LivTechSenior living and post-acute care software platform sold to PSG | Exit | Software & SaaS | Source |
| 2025 | OptiMantraExited practice software for integrative and wellness clinics two years after investing | Exit | Software & SaaS | Source |
| Dec 2024 | InhabitAdded capital to the property management software company alongside a Blackstone preferred equity investment | Investment | Software & SaaS | Source |
Portfolio by sector
From the firm's portfolio page S3.
Automotive
- Vehlo
Healthcare
- 4D EMR
- HelloNote
- MedSuite
- Owl Practice Suite
- PracticeTek
- WriteUpp
HR & People
- TalentTek
Insurance
- CoverageStack
Membership
- Join It
Payments
- Stax
Property Management
- Inhabit
- PropertyTek
Public Service
- CoreForce
R&D
- Cypris
Recreation
- Sharper
Sports & Entertainment
- MyVenue
Past investments: Catalis, Ensora Health, LivTech, OptiMantra, Ministry Brands, Momentive Software, PetVisor, ProfitSolv, Transit Technologies, Tribute Technology
Greymont’s take
How Greater Sum Ventures fits a seller
GSV suits founders of software companies that serve one industry and have reached about $3 million of recurring revenue. It invests its own capital, so it has no fund clock, but its record shows it often brings in bigger investors within a few years: Inhabit, Vehlo, Stax and PracticeTek were all recapitalized by other firms, and ProfitSolv, LivTech and Transit Technologies changed hands in 2025. A founder who keeps equity should plan on a second sale and ask how earlier founders fared in it.
GSV says it closes quickly once a letter of intent is signed and likes majority control. Founders of smaller products should ask whether they would join an existing platform such as Vehlo or MyVenue and how much say they would keep. Owners of property management firms or repair shops are not the target; GSV buys the software those businesses run on.
Questions owners ask
Does Greater Sum Ventures invest from a traditional private equity fund?
No. GSV says it is backed by its own capital and has no formal funds, which it says gives it room to choose what it buys, how it structures a deal and when it sells.
What size of software company does GSV look for?
Its stated target is a founder-led software business with a proven product, at least $3 million of annual recurring revenue, low churn and strong revenue retention. It says its deals have ranged from $3 million to $3 billion.
Does GSV buy property management or auto repair businesses?
Not the service businesses themselves. It owns software companies that sell to those industries: Inhabit and PropertyTek serve property managers, and Vehlo sells shop management and payments software to repair shops and dealerships.
Does the founder stay on after GSV invests?
Often, yes. When GSV took a majority stake in MyVenue in May 2025, it said founder and CEO Tim Stollznow and his executive team would keep leading the company.
Sources
- S1Greater Sum Ventures home page Accessed October 20, 2026
- S2Greater Sum Ventures: Our Founding Story Accessed October 20, 2026
- S3Greater Sum Ventures: Our Portfolio Accessed October 20, 2026
- S4Greater Sum Ventures: Contact Accessed October 20, 2026
- S5Greater Sum Ventures: Resources and News Accessed October 20, 2026
- S6GSV Announces Majority Investment in Tapin2 (May 7, 2026) Accessed October 20, 2026
- S7Greater Sum Ventures Makes Majority Investment in MyVenue (May 6, 2025) Accessed October 20, 2026
- S8Inhabit Secures Investment from Blackstone and Greater Sum Ventures (December 2, 2024) Accessed October 20, 2026
- S9Greater Sum Ventures portfolio: CoverageStack Accessed October 20, 2026
Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Greater Sum Ventures. Figures are as reported on the dates shown and may have changed. Request a correction