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.

VetnCare
SECURITY TYPE: Senior Secured Term Loan
INVESTMENT DATE: 5/12/23
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare Services; Pet Care Services
Growth Zone
SECURITY TYPE: Senior Secured Term Loan, Equity
INVESTMENT DATE: 5/10/23
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS, Business Services
Modis Dental, Inc.
SECURITY TYPE: Last Out Term Loan, Equity
INVESTMENT DATE: 4/18/23
INCREMENTAL CAPITAL: No
INDUSTRY: Healthcare Services
BQE Software, Inc.
SECURITY TYPE: Senior Secured Term Loan
INVESTMENT DATE: 4/13/23
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS; Business Services
StretchZone
SECURITY TYPE: Senior Secured Term Loan, Equity
INVESTMENT DATE: 3/31/23
INCREMENTAL CAPITAL: No
INDUSTRY: Consumer Services; Franchise
JobNimbus
SECURITY TYPE: Senior Secured Term Loan
INVESTMENT DATE: 3/28/23
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS
Alpha Aesthetics
SECURITY TYPE: Last Out Term Loan, Equity
INVESTMENT DATE: 3/20/23
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare Services
Gen4 Dental Partners
SECURITY TYPE: Senior Secured Term Loan, Equity
INVESTMENT DATE: 2/8/23
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare Services
ETU Limited
SECURITY TYPE: Senior Secured Term Loan; Preferred Equity; Common Equity
INVESTMENT DATE: 8/18/22
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS; Education
ActiveProspect
SECURITY TYPE: Senior Secured Term Loan
INVESTMENT DATE: 8/8/22
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS; Marketing
Ready Education
SECURITY TYPE: Senior Secured Term Loan
INVESTMENT DATE: 8/5/22
INCREMENTAL CAPITAL: No
INDUSTRY: Education; SaaS
ARCHealth Logo
SECURITY TYPE: Senior Secured, Equity
INVESTMENT DATE: 8/5/22
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare; SaaS
Altvia
SECURITY TYPE: Senior Secured, Equity
INVESTMENT DATE: 7/18/22
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS
Wellspring
SECURITY TYPE: Senior Secured, Equity
INVESTMENT DATE: 6/27/22
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS
JDXpert
SECURITY TYPE: Senior Secured, Equity
INVESTMENT DATE: 5/2/22
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS; HR Tech
Centerbase
SECURITY TYPE: Second Lien Term Loan
INVESTMENT DATE: 3/18/22
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS; Professional Services
Exigo
SECURITY TYPE: Revolver, Senior Secured, Equity
INVESTMENT DATE: 3/16/22
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS
Ascend Software
SECURITY TYPE: Senior Secured
INVESTMENT DATE: 12/15/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS
LogicMonitor
SECURITY TYPE: Senior Secured
INVESTMENT DATE: 12/15/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS
MadisonLogic
SECURITY TYPE: Senior Secured
INVESTMENT DATE: 12/10/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS
Lee’s Famous Recipe Chicken
SECURITY TYPE: Senior Secured, Equity
INVESTMENT DATE: 11/19/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: Franchise; Food and Beverage
Agency Bloc
SECURITY TYPE: Senior Secured, Equity
INVESTMENT DATE: 10/1/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthare; SaaS
Chronus
SECURITY TYPE: Senior Secured; Equity
INVESTMENT DATE: 8/26/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: Software
Jobvite
SECURITY TYPE: Second Lien Term Loan
INVESTMENT DATE: 7/6/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: Software
Axero Solutions
SECURITY TYPE: Senior secured, Equity
INVESTMENT DATE: 6/30/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: Software
Pepper Palace
SECURITY TYPE: Senior Secured, Equity
INVESTMENT DATE: 6/30/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: Food and Beverage
Artemis Wax
SECURITY TYPE: Senior Secured; Common Equity; Preferred Equity
INVESTMENT DATE: 5/20/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: Consumer Services
Zollege
SECURITY TYPE: Senior Secured, Equity
INVESTMENT DATE: 5/11/21
INCREMENTAL CAPITAL: Yes
INDUSTRY: Education; Software
Book 4 Time
SECURITY TYPE: Senior secured; Equity
INVESTMENT DATE: 12/21/20
INCREMENTAL CAPITAL: Yes
INDUSTRY: Software
Schoox
SECURITY TYPE: Preferred Equity
INVESTMENT DATE: 12/8/20
INCREMENTAL CAPITAL: No
INDUSTRY: Software
New England Dental
SECURITY TYPE: Senior Secured Loan; Delayed Draw Term Loan
INVESTMENT DATE: 11/30/20
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare Services
Granite Comfort
SECURITY TYPE: Senior Secured Loan; Delayed Draw Term Loan
INVESTMENT DATE: 11/16/20
INCREMENTAL CAPITAL: Yes
INDUSTRY: Plumbing and heating contractors
Procurement Partners
SECURITY TYPE: Senior Secured Loan
INVESTMENT DATE: 11/12/20
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS; Business Services
Buildout
SECURITY TYPE: Senior Secured Loan; Equity
INVESTMENT DATE: 7/13/20
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS; Real Estate
SHR
SECURITY TYPE: Senior Secured Loan
INVESTMENT DATE: 4/27/20
INCREMENTAL CAPITAL: Yes
INDUSTRY: SaaS; Business Services
Logic Monitor
SECURITY TYPE: Senior Secured Loan
INVESTMENT DATE: 3/20/20
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS; Business Services
Arbiter Sports
SECURITY TYPE: Senior Secured Loan; Delayed Draw Term Loan
INVESTMENT DATE: 2/24/20
INCREMENTAL CAPITAL: No
INDUSTRY: SaaS
GoReact
SECURITY TYPE: Senior Secured Term Loan
INVESTMENT DATE: 1/17/20
INCREMENTAL CAPITAL: Yes
INDUSTRY: Education; Software
Davisware, LLC
SECURITY TYPE: Senior Secured Loan; Delayed Draw Term Loan
INVESTMENT DATE: 9/6/19
INCREMENTAL CAPITAL: Yes
INDUSTRY: Business Services; SaaS
Top Gun Pressure Washing, Inc.
SECURITY TYPE: Senior Secured Loan; Delayed Draw Term Loan; Equity
INVESTMENT DATE: 8/12/19
INCREMENTAL CAPITAL: Yes
INDUSTRY: Industrial Services
InVita Healthcare FKA HemaTerra Technologies
SECURITY TYPE: Unitranche Term Loan; Delay Draw Term Loan; Equity
INVESTMENT DATE: 4/18/19
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare Services; SaaS
GDS Link
SECURITY TYPE: First Lien Term Loan / Equity
INVESTMENT DATE: 8/23/2018
INCREMENTAL CAPITAL: Yes
INDUSTRY: Business Services
Netreo
SECURITY TYPE: First Lien Loan, Equity
INVESTMENT DATE: 7/3/2018
INCREMENTAL CAPITAL: Yes
INDUSTRY: Business Services
Omatic Software
SECURITY TYPE: First Lien Loan, Equity
INVESTMENT DATE: 5/29/2018
INCREMENTAL CAPITAL: Yes
INDUSTRY: Business Services; SaaS
Modern Campus FKA Destiny Solutions
SECURITY TYPE: First Lien Loan
INVESTMENT DATE: 5/16/2018
INCREMENTAL CAPITAL: Yes
INDUSTRY: Education, Business Services, SaaS
C2 Education
SECURITY TYPE: First Lien Term Loan
INVESTMENT DATE: 5/30/2017
INCREMENTAL CAPITAL: Yes
INDUSTRY: Education
Best Life Brands FKA ComforCare Health
SECURITY TYPE: First Lien Term Loan
INVESTMENT DATE: 1/31/2017
INCREMENTAL CAPITAL: Yes
INDUSTRY: Healthcare Services
Avionte Holdings, LLC
SECURITY TYPE: Equity
INVESTMENT DATE: 1/8/2014
INCREMENTAL CAPITAL: No
INDUSTRY: Business Services
Vector Controls, LLC
SECURITY TYPE: First Lien Term Loan / Warrants
INVESTMENT DATE: 3/6/2013
INCREMENTAL CAPITAL: No
INDUSTRY: Industrial Machinery and Equipment Sales
Emily Street Enterprises, LLC
SECURITY TYPE: First Lien Term Loan / Equity
INVESTMENT DATE: 12/28/2012
INCREMENTAL CAPITAL: Yes
INDUSTRY: Business Services; SaaS
TM Restaurant Group LLC
SECURITY TYPE: First Lien Term Loan
INVESTMENT DATE: 7/17/2012
INCREMENTAL CAPITAL: Yes
INDUSTRY: Food and Beverage
Knowland Group, LLC
SECURITY TYPE: First Lien Term Loan
INVESTMENT DATE: 11/29/2012
INCREMENTAL CAPITAL: Yes
INDUSTRY: Business Services; Technology
Company Name Security Type Investment Date Incremental Capital Industry
VetnCare Senior Secured Term Loan 5/12/23 Yes Healthcare Services; Pet Care Services
Growth Zone Senior Secured Term Loan, Equity 5/10/23 No SaaS, Business Services
Modis Dental, Inc. Last Out Term Loan, Equity 4/18/23 No Healthcare Services
BQE Software, Inc. Senior Secured Term Loan 4/13/23 No SaaS; Business Services
StretchZone Senior Secured Term Loan, Equity 3/31/23 No Consumer Services; Franchise
JobNimbus Senior Secured Term Loan 3/28/23 Yes SaaS
Alpha Aesthetics Last Out Term Loan, Equity 3/20/23 Yes Healthcare Services
Gen4 Dental Partners Senior Secured Term Loan, Equity 2/8/23 Yes Healthcare Services
ETU Limited Senior Secured Term Loan; Preferred Equity; Common Equity 8/18/22 No SaaS; Education
ActiveProspect Senior Secured Term Loan 8/8/22 No SaaS; Marketing
Ready Education Senior Secured Term Loan 8/5/22 No Education; SaaS
ARCHealth Logo Senior Secured, Equity 8/5/22 Yes Healthcare; SaaS
Altvia Senior Secured, Equity 7/18/22 Yes SaaS
Wellspring Senior Secured, Equity 6/27/22 Yes SaaS
JDXpert Senior Secured, Equity 5/2/22 Yes SaaS; HR Tech
Centerbase Second Lien Term Loan 3/18/22 Yes SaaS; Professional Services
Exigo Revolver, Senior Secured, Equity 3/16/22 No SaaS
Ascend Software Senior Secured 12/15/21 Yes SaaS
LogicMonitor Senior Secured 12/15/21 Yes SaaS
MadisonLogic Senior Secured 12/10/21 Yes SaaS
Lee’s Famous Recipe Chicken Senior Secured, Equity 11/19/21 Yes Franchise; Food and Beverage
Agency Bloc Senior Secured, Equity 10/1/21 Yes Healthare; SaaS
Chronus Senior Secured; Equity 8/26/21 Yes Software
Jobvite Second Lien Term Loan 7/6/21 Yes Software
Axero Solutions Senior secured, Equity 6/30/21 Yes Software
Pepper Palace Senior Secured, Equity 6/30/21 Yes Food and Beverage
Artemis Wax Senior Secured; Common Equity; Preferred Equity 5/20/21 Yes Consumer Services
Zollege Senior Secured, Equity 5/11/21 Yes Education; Software
Book 4 Time Senior secured; Equity 12/21/20 Yes Software
Schoox Preferred Equity 12/8/20 No Software
New England Dental Senior Secured Loan; Delayed Draw Term Loan 11/30/20 Yes Healthcare Services
Granite Comfort Senior Secured Loan; Delayed Draw Term Loan 11/16/20 Yes Plumbing and heating contractors
Procurement Partners Senior Secured Loan 11/12/20 Yes SaaS; Business Services
Buildout Senior Secured Loan; Equity 7/13/20 Yes SaaS; Real Estate
SHR Senior Secured Loan 4/27/20 Yes SaaS; Business Services
Logic Monitor Senior Secured Loan 3/20/20 No SaaS; Business Services
Arbiter Sports Senior Secured Loan; Delayed Draw Term Loan 2/24/20 No SaaS
GoReact Senior Secured Term Loan 1/17/20 Yes Education; Software
Davisware, LLC Senior Secured Loan; Delayed Draw Term Loan 9/6/19 Yes Business Services; SaaS
Top Gun Pressure Washing, Inc. Senior Secured Loan; Delayed Draw Term Loan; Equity 8/12/19 Yes Industrial Services
InVita Healthcare FKA HemaTerra Technologies Unitranche Term Loan; Delay Draw Term Loan; Equity 4/18/19 Yes Healthcare Services; SaaS
GDS Link First Lien Term Loan / Equity 8/23/2018 Yes Business Services
Netreo First Lien Loan, Equity 7/3/2018 Yes Business Services
Omatic Software First Lien Loan, Equity 5/29/2018 Yes Business Services; SaaS
Modern Campus FKA Destiny Solutions First Lien Loan 5/16/2018 Yes Education, Business Services, SaaS
C2 Education First Lien Term Loan 5/30/2017 Yes Education
Best Life Brands FKA ComforCare Health First Lien Term Loan 1/31/2017 Yes Healthcare Services
Avionte Holdings, LLC Equity 1/8/2014 No Business Services
Vector Controls, LLC First Lien Term Loan / Warrants 3/6/2013 No Industrial Machinery and Equipment Sales
Emily Street Enterprises, LLC First Lien Term Loan / Equity 12/28/2012 Yes Business Services; SaaS
TM Restaurant Group LLC First Lien Term Loan 7/17/2012 Yes Food and Beverage
Knowland Group, LLC First Lien Term Loan 11/29/2012 Yes Business Services; Technology