Executive change Recent appointment of a new CEO Joel Leetzow in May 2026 signals strategic renewal and potential shifts in product focus, partnership strategies, and capital deployment that may open conversations around executive sponsorship, enterprise deals, or post-merger integration opportunities.

Public sector focus Specialization in nonprofit, government, and K-12 sectors with ERP and CRM built on Microsoft Dynamics 365 and Power Platform presents cross-sell opportunities for upgrading legacy systems, expanding CRM capabilities, and integrating financial workflows with Microsoft-based ecosystems.

Platform partnerships Existing partnerships with Microsoft Dynamics ecosystem, Portal Connector on AppSource, and system integrator collaborations (CKS Cloud Solutions) create pathways for co-selling and referrals, enabling SDRs to target Microsoft-due customers seeking mission-focused ERP/CRM solutions.

Growth indicators Revenue range of 50M to 100M and a client base exceeding 2,000 public-sector customers indicate a scalable SaaS model with recurring revenue; opportunities exist to discuss expansion into additional public-sector agencies, larger diocesan networks, and multi-entity organizations.

Payment integration Nuvei as payments processor and the SaaS nature of the product suggest upsell potential around unified payments, grants management, online fundraising, and donor portals, appealing to nonprofits and public entities seeking streamlined financial transactions.