Firm at a glance
Greater Sum Ventures is a platform private equity firm founded in 2016 and headquartered in Tennessee, per its own website [S1]. The firm reported approximately $5.4 billion in assets as of September 15, 2025, including assets under discretionary and non-discretionary management, and assets under administration [S1].
What they buy
Based on publicly disclosed portfolio holdings, Greater Sum Ventures appears to concentrate on vertical software and technology-enabled service businesses across specialized end markets [S2]. The firm’s observed investment activity spans healthcare technology, property management software, public service platforms, and ministry and nonprofit solutions [S2]. Portfolio companies appear to serve niche sectors including petcare, payments, insurance, and sports and entertainment [S2].
Portfolio
Healthcare
4D EMR (2025), Ensora Health (2017), HelloNote (2025), LivTech (2019), MedSuite (2021), OptiMantra (2023), Owl Practice Suite (2021), and PracticeTek (2020) [S2].
Public Service
Catalis (2017) and CoreForce (2023) [S2].
Property Management
Inhabit (2015) and PropertyTek (2021) [S2].
Ministry & Non-Profit
Ministry Brands (2012) and Momentive Software (2017) [S2].
Other Sectors
CoverageStack in insurance (2025), Cypris in R&D (2026), Join It in membership (2025), MyVenue in sports and entertainment (2025), PetVisor in petcare (2021), ProfitSolv in professional services (2020), Sharper in recreation (2024), and Stax in payments (2020) [S2]. Additional portfolio companies include TalentTek, Transit Technologies (platform), Tribute Technology, Vehlo (platform), and WriteUpp [S1][S2].
Recent activity (last 24 months)
* 4D EMR acquisition (2025) [S3]
* MyVenue acquisition (2025) [S3]
* HelloNote acquisition (2025) [S3]
* Sharper acquisition (2024) [S2]
* LivTech exit (2025) [S2]
* OptiMantra exit (2025) [S2]
* ProfitSolv exit (2025) [S2]
* Transit Technologies exit (2025) [S3]
* Inhabit exit (2025) [S3]
How this firm fits a seller
Greater Sum Ventures appears suited for owner-operators of vertical software or technology-enabled businesses serving specialized industries, particularly those seeking a buyer with sector-specific platform experience. The firm’s transaction history demonstrates both acquisition and exit activity through 2025, suggesting an active investment cycle [S2][S3]. Healthcare technology sellers may find particular relevance given the firm’s concentration of eight portfolio companies in that sector [S2]. The firm’s focus on niche end markets suggests potential fit for businesses serving underserved verticals with software or technology solutions.
Sources
[S1] https://greatersumventures.com (as of 2025-01-20)
[S2] https://greatersumventures.com/portfolio (as of 2025-01-20)
[S3] https://greatersumventures.com/about (as of 2025-01-20)
Frequently asked questions
Does Greater Sum Ventures buy healthcare businesses?
Yes, healthcare technology represents a significant portion of the firm’s publicly disclosed portfolio. Greater Sum Ventures has acquired at least eight healthcare-focused companies including 4D EMR, HelloNote, MedSuite, Owl Practice Suite, and PracticeTek, among others [S2].
What companies has Greater Sum Ventures acquired recently?
Recent acquisitions include 4D EMR, MyVenue, and HelloNote in 2025, and Sharper in 2024, per the firm’s portfolio page [S2][S3]. The firm also acquired CoreForce in public service (2023) and OptiMantra in healthcare (2023) [S2].
Where is Greater Sum Ventures based and how big is the firm?
Greater Sum Ventures is headquartered in Tennessee and reported approximately $5.4 billion in assets as of September 15, 2025 [S1]. The firm was founded in 2016 [S3].
Is Greater Sum Ventures still actively acquiring?
Yes, the firm completed multiple acquisitions in 2025, including 4D EMR, MyVenue, and HelloNote, indicating ongoing investment activity [S3]. The firm also executed several exits in 2025, suggesting an active portfolio management approach [S2][S3].
This profile is maintained by CT Acquisitions as an independent third-party reference. CT Acquisitions is not affiliated with, endorsed by, or a representative of the firm profiled. All facts sourced from publicly available materials as of the dates cited.