Portfolio – Existing

This is a representative sample of Saratoga’s investment companies. For current portfolio information, including investment size, structure and securities, please see our latest SEC filing, available through the Investor Relations section.

ActiveProspect
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan
INVESTMENT DATE: 8/8/2022
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS; Marketing
Agency Bloc
SECURITY TYPE: First Lien Term Loan, Equity
INVESTMENT DATE: 10/1/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthare; SaaS
Alpha Aesthetics
SECURITY TYPE: Last Out Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 3/20/2023
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare Services
Altvia
SECURITY TYPE: First Lien Term Loan, Equity
INVESTMENT DATE: 7/18/2022
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS
ARCHealth Logo
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 8/5/2022
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare; SaaS
Artemis Wax
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Equity, Preferred Equity
INVESTMENT DATE: 5/20/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: Consumer Services
Ascend Software
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan
INVESTMENT DATE: 12/15/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS
Avantra
SECURITY TYPE: First Lien Term Loan, Equity
INVESTMENT DATE: 9/19/2024
INCREMENTAL CAPITAL: No
INDUSTRY: IT Services
WEBSITE: www.avantra.com
Avionte Holdings, LLC
SECURITY TYPE: Equity
INVESTMENT DATE: 1/8/2014
INCREMENTAL CAPITAL: No
INDUSTRY: Business Services
Axero Solutions
SECURITY TYPE: Last Out Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 6/30/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: Software
Axiom Medical Consulting, LLC
SECURITY TYPE: Last Out Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 9/11/2023
INCREMENTAL CAPITAL: No
INDUSTRY: Healthcare Services
WEBSITE: www.axiomllc.com
Best Life Brands FKA ComforCare Health
SECURITY TYPE: First Lien Term Loan
INVESTMENT DATE: 1/31/2017
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare Services
BQE Software, Inc.
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan
INVESTMENT DATE: 4/13/2023
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS; Business Services
Buildout
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 7/13/2020
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS; Real Estate
C2 Education
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Preferred Equity
INVESTMENT DATE: 5/30/2017
INCREMENTAL CAPITAL: Yes
INDUSTRY: Education
Chronus
SECURITY TYPE: First Lien Term Loan, Preferred Equity
INVESTMENT DATE: 8/26/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: Software
Cloudpermit
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 9/5/2024
INCREMENTAL CAPITAL: No
INDUSTRY: Municipal Government Software
Emily Street Enterprises, LLC
SECURITY TYPE: First Lien Term Loan, Equity
INVESTMENT DATE: 12/28/2012
INCREMENTAL CAPITAL: Yes
INDUSTRY: Business Services; SaaS
ETU Limited
SECURITY TYPE: First Lien Term Loan, Second Lien Term Loan, Preferred Equity
INVESTMENT DATE: 8/18/2022
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS; Education
Exigo
SECURITY TYPE: First Lien Term Loan, Equity, Revolver
INVESTMENT DATE: 3/16/2022
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS
GDS Link
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 8/23/2018
INCREMENTAL CAPITAL: Yes
INDUSTRY: Business Services
Gen4 Dental Partners
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Preferred Equity, Revolver
INVESTMENT DATE: 2/8/2023
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare Services
Granite Comfort
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan
INVESTMENT DATE: 11/16/2020
INCREMENTAL CAPITAL: Yes
INDUSTRY: Plumbing and heating contractors
GreyHeller LLC
SECURITY TYPE: Equity
INVESTMENT DATE: 11/10/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: Cyber Security
Growth Zone
SECURITY TYPE: First Lien Term Loan
INVESTMENT DATE: 5/10/2023
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS, Business Services
Innergy
SECURITY TYPE: First Lien Term Loan, Equity
INVESTMENT DATE: 2/20/2025
INCREMENTAL CAPITAL: No
INDUSTRY: Custom Millwork Software
WEBSITE: www.innergy.com
Inspect Point Holding, LLC
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan
INVESTMENT DATE: 7/19/2023
INCREMENTAL CAPITAL: No
INDUSTRY: Fire Inspection Business Software
JDXpert
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan
INVESTMENT DATE: 5/2/2022
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS; HR Tech
Jobvite
SECURITY TYPE: First lien term loan
INVESTMENT DATE: 7/6/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: Software
Lee’s Famous Recipe Chicken
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Preferred Equity
INVESTMENT DATE: 11/19/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: Franchise; Food and Beverage
MadisonLogic
SECURITY TYPE: First Lien Term Loan
INVESTMENT DATE: 12/10/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS
Modis Dental, Inc.
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 4/18/2023
INCREMENTAL CAPITAL: No
INDUSTRY: Healthcare Services
Omatic Software
SECURITY TYPE: First Lien Term Loan, Equity
INVESTMENT DATE: 5/29/2018
INCREMENTAL CAPITAL: Yes
INDUSTRY: Business Services; SaaS
Pepper Palace
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Equity, Revolver
INVESTMENT DATE: 6/30/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: Food and Beverage
Procurement Partners
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan
INVESTMENT DATE: 11/12/2020
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS; Business Services
Ready Education
SECURITY TYPE: First Lien Term Loan
INVESTMENT DATE: 8/5/2022
INCREMENTAL CAPITAL: No
INDUSTRY: Education; SaaS
Roscoe Medical, Inc.
SECURITY TYPE: Equity
INVESTMENT DATE: 3/26/2014
INCREMENTAL CAPITAL: No
INDUSTRY: Healthcare Supply
Schoox
SECURITY TYPE: Preferred Equity
INVESTMENT DATE: 12/8/2020
INCREMENTAL CAPITAL: No
INDUSTRY: Software
SmartAC.com, Inc.
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Preferred Equity
INVESTMENT DATE: 4/7/2025
INCREMENTAL CAPITAL: No
INDUSTRY: HVAC Monitoring Devices
WEBSITE: www.smartac.com
StockIQ Technologies, LLC
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 3/25/2025
INCREMENTAL CAPITAL: No
INDUSTRY: Supply Chain Planning Software
StretchZone
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan
INVESTMENT DATE: 3/31/2023
INCREMENTAL CAPITAL: No
INDUSTRY: Consumer Services; Franchise
Top Gun Pressure Washing, Inc.
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 8/12/2019
INCREMENTAL CAPITAL: Yes
INDUSTRY: Industrial Services
Vector Controls, LLC
SECURITY TYPE: Warrants
INVESTMENT DATE: 3/6/2013
INCREMENTAL CAPITAL: No
INDUSTRY: Industrial Machinery and Equipment Sales
VetnCare
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan
INVESTMENT DATE: 5/12/2023
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare Services; Pet Care Services
Wellspring
SECURITY TYPE: First Lien Term Loan, Delayed Draw Term Loan, Equity
INVESTMENT DATE: 6/27/2022
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS
Zollege
SECURITY TYPE: First Lien Term Loan, Equity
INVESTMENT DATE: 5/11/2021
INCREMENTAL CAPITAL: Yes
INDUSTRY: Education; Software
Company Name Security Type Investment Date Incremental Capital Industry
ActiveProspect First Lien Term Loan, Delayed Draw Term Loan 8/8/2022 No SaaS; Marketing
Agency Bloc First Lien Term Loan, Equity 10/1/2021 Yes Healthare; SaaS
Alpha Aesthetics Last Out Term Loan, Delayed Draw Term Loan, Equity 3/20/2023 Yes Healthcare Services
Altvia First Lien Term Loan, Equity 7/18/2022 Yes SaaS
ARCHealth Logo First Lien Term Loan, Delayed Draw Term Loan, Equity 8/5/2022 Yes Healthcare; SaaS
Artemis Wax First Lien Term Loan, Delayed Draw Term Loan, Equity, Preferred Equity 5/20/2021 Yes Consumer Services
Ascend Software First Lien Term Loan, Delayed Draw Term Loan 12/15/2021 Yes SaaS
Avantra First Lien Term Loan, Equity 9/19/2024 No IT Services
Avionte Holdings, LLC Equity 1/8/2014 No Business Services
Axero Solutions Last Out Term Loan, Delayed Draw Term Loan, Equity 6/30/2021 Yes Software
Axiom Medical Consulting, LLC Last Out Term Loan, Delayed Draw Term Loan, Equity 9/11/2023 No Healthcare Services
Best Life Brands FKA ComforCare Health First Lien Term Loan 1/31/2017 Yes Healthcare Services
BQE Software, Inc. First Lien Term Loan, Delayed Draw Term Loan 4/13/2023 No SaaS; Business Services
Buildout First Lien Term Loan, Delayed Draw Term Loan, Equity 7/13/2020 Yes SaaS; Real Estate
C2 Education First Lien Term Loan, Delayed Draw Term Loan, Preferred Equity 5/30/2017 Yes Education
Chronus First Lien Term Loan, Preferred Equity 8/26/2021 Yes Software
Cloudpermit First Lien Term Loan, Delayed Draw Term Loan, Equity 9/5/2024 No Municipal Government Software
Emily Street Enterprises, LLC First Lien Term Loan, Equity 12/28/2012 Yes Business Services; SaaS
ETU Limited First Lien Term Loan, Second Lien Term Loan, Preferred Equity 8/18/2022 No SaaS; Education
Exigo First Lien Term Loan, Equity, Revolver 3/16/2022 No SaaS
GDS Link First Lien Term Loan, Delayed Draw Term Loan, Equity 8/23/2018 Yes Business Services
Gen4 Dental Partners First Lien Term Loan, Delayed Draw Term Loan, Preferred Equity, Revolver 2/8/2023 Yes Healthcare Services
Granite Comfort First Lien Term Loan, Delayed Draw Term Loan 11/16/2020 Yes Plumbing and heating contractors
GreyHeller LLC Equity 11/10/2021 Yes Cyber Security
Growth Zone First Lien Term Loan 5/10/2023 No SaaS, Business Services
Innergy First Lien Term Loan, Equity 2/20/2025 No Custom Millwork Software
Inspect Point Holding, LLC First Lien Term Loan, Delayed Draw Term Loan 7/19/2023 No Fire Inspection Business Software
JDXpert First Lien Term Loan, Delayed Draw Term Loan 5/2/2022 Yes SaaS; HR Tech
Jobvite First lien term loan 7/6/2021 Yes Software
Lee’s Famous Recipe Chicken First Lien Term Loan, Delayed Draw Term Loan, Preferred Equity 11/19/2021 Yes Franchise; Food and Beverage
MadisonLogic First Lien Term Loan 12/10/2021 Yes SaaS
Modis Dental, Inc. First Lien Term Loan, Delayed Draw Term Loan, Equity 4/18/2023 No Healthcare Services
Omatic Software First Lien Term Loan, Equity 5/29/2018 Yes Business Services; SaaS
Pepper Palace First Lien Term Loan, Delayed Draw Term Loan, Equity, Revolver 6/30/2021 Yes Food and Beverage
Procurement Partners First Lien Term Loan, Delayed Draw Term Loan 11/12/2020 Yes SaaS; Business Services
Ready Education First Lien Term Loan 8/5/2022 No Education; SaaS
Roscoe Medical, Inc. Equity 3/26/2014 No Healthcare Supply
Schoox Preferred Equity 12/8/2020 No Software
SmartAC.com, Inc. First Lien Term Loan, Delayed Draw Term Loan, Preferred Equity 4/7/2025 No HVAC Monitoring Devices
StockIQ Technologies, LLC First Lien Term Loan, Delayed Draw Term Loan, Equity 3/25/2025 No Supply Chain Planning Software
StretchZone First Lien Term Loan, Delayed Draw Term Loan 3/31/2023 No Consumer Services; Franchise
Top Gun Pressure Washing, Inc. First Lien Term Loan, Delayed Draw Term Loan, Equity 8/12/2019 Yes Industrial Services
Vector Controls, LLC Warrants 3/6/2013 No Industrial Machinery and Equipment Sales
VetnCare First Lien Term Loan, Delayed Draw Term Loan 5/12/2023 Yes Healthcare Services; Pet Care Services
Wellspring First Lien Term Loan, Delayed Draw Term Loan, Equity 6/27/2022 Yes SaaS
Zollege First Lien Term Loan, Equity 5/11/2021 Yes Education; Software