Portfolio and recent investments

The members of the Phoenix team have successfully made several value-add investments, across a broad range of industries

Investment 2014 - Present
Predictive Index is a company that specializes in talent optimization solutions for businesses. They offer a suite of tools, including behavioral and cognitive assessments, workforce analytics, and leadership training, to help companies hire, develop, and retain top talent.

The company's assessments are designed to provide insight into an individual's natural work style and potential, allowing employers to make data-driven decisions when it comes to hiring and promoting employees. With over 60 years of experience in the industry, Predictive Index has worked with thousands of companies across various industries to help them achieve their talent optimization goals.
Investment 2009 - 2020
ExamSoft, a computer-based testing, learning analytics and assessment company, became the leading provider in higher education, and a trusted partner for thousands of academic and certifying institutions around the world.

The company’s powerful, easy-to-use, comprehensive software was designed to support the entire testing process including exam design, administration, delivery, and analysis, providing the most easy, secure, and reliable way to execute high-stakes examinations.
Investment 2018 - Present
Tru Fit is a leading fitness center chain with 37 locations in the south-central United States. The company offers a wide range of amenities and services, including state-of-the-art workout equipment, group fitness classes, personal training, and tanning. Tru Fit aims to provide a welcoming and supportive environment for individuals of all fitness levels, helping them achieve their health and wellness goals.

The company is committed to staying at the forefront of the fitness industry, with ongoing investments in equipment, technology, and facilities. With its focus on innovation, quality, and customer satisfaction, Tru Fit is a top choice for fitness enthusiasts looking to elevate their fitness journey.
Investment 2004 - 2011
Law Enforcement Development Company (LEDCO), now HAVIS, Inc. specializes in the mounting and docking of electronics for mobile applications. It dominates the market with a differentiation based on user productivity through comfort, safety and quality.

Its products are designed by industry experts to exacting specifications which results in products that are desired by the people who use them, preferred by the people who service them, and most importantly, valued by the people who pay for them.
Investment 2008 - 2011
CHARGEGUARD was a “tuck-in” acquisition for LEDCO. It specializes in the design and manufacture of power management devices that protect expensive radios and computers from vehicle voltage problems, accidental battery discharge, and provides workers instant access to critical electronics.
Investment 2009 - 2014
ShapeUp is the leading global provider of clinically-proven, social networking-based employee wellness programs. ShapeUp has pioneered an innovative approach to behavior change that uses social networking technology to reduce health care costs and improve the health of large populations through peer motivation, support, and accountability.

ShapeUp's evidence-based, clinically-proven social wellness platform covers more than two million lives and is used by more than 200 employers and health plans.
Specialty Fitness & Entertainment Company
Investment 2021 - Present
This Company is the nationwide leader in its specialty fitness, entertainment and sports training segment, with over 20 locations throughout the United States.

The company is growing its footprint as well as its same-store earnings very rapidly through best-in-class management techniques and a highly supportive capital base. Given the proprietary nature of the investment and strategy, the identity of the company is confidential.