Fusion Risk Management
Fusion allows customers to maintain and protect business-critical operations in the face of potential disruption through operational resilience solutions that identify, quantify, and mitigate internal/external risk.
Organizations in many industries are looking to solve tomorrow’s operational resilience challenges and business vulnerabilities such as regulatory/compliance, supply chain issues, cyber threats, geopolitical events, and natural disasters. Fusion is the only purpose-built vendor capable of managing the most complex operational resilience programs in today’s market.
Help Founders Accelerate Customer Acquisition And Product Development
At investment, Fusion was a fast growing, capital efficient software and consulting business focused on business continuity solutions for enterprises. Led by domain experts and thought leaders in the risk space, the founding management team had successfully productized their consulting practice into a web-based software solution built on the Salesforce Force.com platform. We provided growth capital to continue investment in customer acquisition and product development.
Help Establish And Define An Emerging Market Category (Business Continuity / Operational Resilience) within The Broader Risk And Compliance Segment
By building a go-to-market engine to help Fusion spread their vision about operational resilience, we were able to identify and establish early adopters in highly regulated industries such as financial services, insurance, and manufacturing. Since our investment, we are now seeing significant momentum with blue chip customers in other key industries including healthcare, hospitality, retail, transportation, software, and professional services.
Help The Founding Team Assemble A World-class Management Team
Since Level’s investment in 2014, we’ve helped the founding team assemble a robust executive team to capitalize on the company’s massive market opportunity including the company’s CEO, COO, CFO, CMO, and CRO.
Level’s investment represented Fusion’s first institutional capital raised. Fusion was led by founders that are highly regarded in the risk management space and had successfully productized their consulting practice. We were able to provide capital to enhance product development and go-to-market initiatives that has resulted in the business growing 14x+ in scale over our investment period. Level also helped expand the company’s geographic footprint with office openings in downtown Chicago and London.
Over the last 9 years, we have helped the founding team assemble a world-class management team including a CEO, COO, CFO, CMO, and CRO. Level helped orchestrate multiple liquidity events for the business including recapitalizations with Catalyst Investors in May 2017, Vista Equity in September 2019, and Great Hill Partners in April 2023.
Level Equity Leads $8 Million Investment In Fusion Risk Management
Level Equity leads $8 million minority investment in Fusion Risk Management representing the Company’s first institutional investment.
Fusion Completes A Majority Recapitalization With Catalyst Investors. Level Invests An Additional $4m Into The Business
Level helped orchestrate a liquidity event which resulted in a majority recapitalization by Catalyst Investors while maintaining a significant stake in the business. Level also invested an additional $4M into the business to support continued growth.
Fusion Completes Second Majority Recapitalization With Vista Equity Partners
Level helped orchestrate a second liquidity event which resulted in a majority recapitalization by Vista Equity Partners while maintaining a significant stake in the business.
Fusion Completes Dividend Recapitalization With Blackrock.
Fusion completes a third liquidity event via a dividend recapitalization with Blackrock.
Fusion Completes Third Majority Recapitalization With Great Hill Partners
Level helped orchestrate a fourth liquidity event which resulted in a majority recapitalization by Great Hill Partners while maintaining a meaningful stake in the business.
“Level has been an exceptional partner who provided guidance and insight that made us a much better company that helped us build Fusion into a market-leading global brand.”