Investment led by Fulcrum Equity Partners to accelerate Olio’s mission of transforming care coordination.

INDIANAPOLIS, May 12, 2025 /PRNewswire/ — Olio, the leading software platform streamlining care coordination, announced today the closing of an $11 million Series B funding round. The round was led by Fulcrum Equity Partners with participation from Mutual Capital Partners (MCP), a growth equity firm specializing in scaling innovative healthcare and B2B software companies.

Philip Lewis, Partner at Fulcrum Equity Partners, states, “Olio is transforming a manual, error-prone, and unscalable discharge process. With real-time patient status across the care continuum, providers can truly drive performance.” Bill Trainor, Partner at Mutual Capital Partners, adds, “With rising demand for operational efficiencies and data-driven cost savings, we’re excited to continue partnering with Olio to improve patient outcomes and reduce readmissions and costs.”

Olio empowers payers, health systems, and physician groups to efficiently manage patient transitions across care settings: Skilled Nursing, Home Health, Behavioral Health, Long-Term Care, and more. Olio delivers improved outcomes and operational efficiencies, enabling organizations to engage their entire footprint at scale, addressing a critical need in the care continuum.

With new capital, Olio plans to expand its product offerings and accelerate go-to-market initiatives, deepening its impact on healthcare organizations nationwide.

“Olio is solving one of healthcare’s most critical challenges — connecting care across the continuum in a scalable, impactful way,” said Jill Sharp, Sr. VP of Care Delivery, Emcara Health, and Olio board member. “I’m thrilled to support a company that is not just innovating, but truly transforming how providers partner with each other for better patient care.”

“At Olio, our mission is to transform the way healthcare organizations coordinate care,” said Ben Forrest, CEO of Olio. “The continued investment from Fulcrum Equity Partners, combined with the support from Mutual Capital Partners, positions us to scale our impact and drive meaningful change across the industry.”

Olio’s growth reflects a broader shift in healthcare toward operational excellence, where seamless transitions and stakeholder alignment are paramount. With proven success stories and new strategic partnerships, Olio is poised to lead this next chapter of healthcare innovation.

About Olio
Olio makes complex care more organized, coordinated, and effective, improving patient outcomes by requiring mutual participation in processes that work. When providers work together seamlessly and effectively, people and populations get better. Learn more at https://www.olio.health/.

About Fulcrum Equity Partners
Fulcrum Equity Partners is an Atlanta-based growth equity firm that gives entrepreneurs the capital and hands-on support they need to take their companies further, faster. Fulcrum invests in healthcare services and B2B tech executives searching for $5 million to $35 million of equity in minority and majority growth opportunities. Fulcrum’s partners believe in building businesses the right way, meeting teams where they are, and helping them imagine a bigger and brighter future by building the right systems, processes, teams, and culture. All of that starts with the right experience, the right support, and the right relationship. Learn more at http://www.fulcrumep.com.

About Mutual Capital Partners

Mutual Capital Partners is a Cleveland-based venture capital fund that helps innovative healthcare startups reach their full potential. Our investment is more than just financial; we become partners and lend full support to our portfolio companies’ efforts. Learn more at https://www.mutualcapitalpartners.com/.

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SOURCE Olio

Industry veteran brings nearly two decades of SaaS leadership to drive Clio’s AI-driven multi-product strategy forward

John Foreman’s appointment signals Clio’s continued investment in product innovation and leadership as it scales its multi-product offering to meet the evolving needs of modern law firms.With a proven track record at industry-leading SaaS companies, John brings deep expertise in product development, data science, and customer-centered growth to Clio’s executive team.

VANCOUVER, BC, May 12, 2025 /PRNewswire/ — Clio, the world’s leading provider of cloud-based legal technology, is pleased to announce the appointment of John Foreman as its new Chief Product Officer. In this role, John will lead Clio’s product strategy and delivery across its expanding multi-product platform, guiding the company’s long-term innovation roadmap and deepening its commitment to transforming the legal experience for all.

Foreman brings over 15 years of leadership experience in high growth SaaS companies, with a proven track record of building customer centric products and leading high performing teams. Most recently, he served as Chief Product and Marketing Officer at Podium, where he was responsible for the company’s go-to-market strategy through a pivotal period of growth and scale. Prior to that, he spent nearly a decade at Mailchimp, holding senior leadership roles including Chief Product Officer and Chief Data Scientist. There, he was instrumental in shaping the platform into a global marketing powerhouse and driving revenue growth.

As the legal industry continues to evolve, Clio is placing renewed focus on delivering product innovation tailored to the unique needs of legal professionals. Under Foreman’s leadership, Clio will continue to expand its product strategy to offer more connected, intelligent solutions that help law firms operate more efficiently and deliver better client experiences. This includes a deeper investment in artificial intelligence and data-powered tools designed to simplify complexity, increase speed, and generate insights that legal professionals leverage to grow their practice.

Foreman also brings a unique perspective as the author of Data Smart, a bestselling book on applied data science, and Leadership Wise: Why Business Books Suck, but Wise Leaders Succeed, a candid reflection on the realities of modern leadership. His work reflects a rare ability to distill technical complexity into clear, actionable frameworks – an approach that aligns directly with Clio’s mission to make advanced technology more accessible and impactful for legal professionals.

“AI is continuing to change the game in legaltech, and we’re building an intelligent platform that will define the future of legal work ,” said Jack Newton, CEO and Founder of Clio. “John has the experience, deep curiosity, and the ambition to help us redefine how law firms operate. He understands what’s at stake for this profession, and he’s here to deliver bold solutions that move the industry forward.”

“What drew me to Clio is the clarity of its mission and the scale of its impact,” said John Foreman, Clio’s new Chief Product Officer. “Legal professionals face real complexity in their day-to-day work, and there’s a huge opportunity to transform that experience through great design, intelligent systems, and the power of AI. I’m excited to build with this team and help shape the next chapter of Clio’s product strategy.”

Foreman’s appointment reflects Clio’s focus on scaling with purpose. As the company expands its platform, deepens its investment in AI, and broadens its global reach, experienced senior leadership is critical. With Foreman as Chief Product Officer, Clio is well positioned to accelerate product innovation and continue to set the standard for legaltech.

To learn more about Clio’s leadership team, visit clio.com/about/team.

About Clio

Since its inception in 2008, Clio has revolutionized the landscape of legal technology, emerging as the undisputed leader of innovation and integration. By offering advanced yet intuitive legal software, Clio has redefined efficiency and client service, setting the standard for legal professionals across the globe. With an unwavering commitment to groundbreaking innovation and customer success, Clio stands as the preeminent authority in legaltech, continuously pushing the boundaries of the sector’s evolution. Explore the future of legal technology with Clio at clio.com.

Media Contact: Mesila Malltezi, Communications Manager, 1-800-347-8314, mesila.malltezi@clio.com

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Andrea Marin, Jessica Soqui, Alison Bartalino, Melissa Hooker, Michelle Baran and Carrie Grimsley recognized for their key channel successes.

TROY, Mich., May 12, 2025 /PRNewswire/ — Logicalis US today announced that CRN®, a brand of The Channel Company, has named six of its leaders to the Women of the Channel list for 2025: Andrea Marin, Chief Financial Officer; Jessica Soqui, Senior Vice President of Services; Alison Bartalino, Vice President of Finance & Controller; Melissa Hooker, Director of Managed Services Operations; Michelle Baran, National Partner Marketing Manager; and Carrie Grimsley, National Partner Marketing Manager for Hybrid Data Center. The annual list celebrates women from vendors, distributors, solution providers and other channel-focused organizations who make a positive difference in the IT ecosystem. Marin and Soqui were also honored as part of the 2025 Channel Power 100 Solution Provider list, an elite subset of prominent leaders selected from the broader list.

The recognition underscores the key role each woman plays in the continuous improvement and enhancement of Logicalis’ service delivery, ensuring solutions remain integral to customer operations. They are included alongside other innovative and strategic leaders committed to advancing channel excellence and supporting the success of their partners and customers.

“We are thrilled for Andrea, Jessica, Alison, Melissa, Michelle and Carrie’s well-deserved recognition as Women of the Channel,” said Jon Groves, CEO of Logicalis US. “Each makes strides daily as Architects of Change™, and this award underscores the valuable role each play in ensuring we are not just meeting our customers’ expectations but exceeding them.”

As Chief Financial Officer, Marin leads the company’s financial strategy and verifies alignment with parent company, Logicalis Group. She plays a key role in making strategic investments and is an essential partner to the sales organization, supporting Logicalis customers and ensuring the company’s strategy meets their needs.

In her role as Senior Vice President of Services, Soqui is responsible for all delivery functions from the managed and professional services teams and service desk organization. She is committed to fostering an environment where customer and employees thrive, underscoring her passion for delivering an exceptional experience.

Bartalino develops and implements strategies that support corporate goals and financial objectives while working within the constraints of time, cost, and risk control in her role as Vice President of Finance & Controller. She also cultivates strategic partnerships, fosters cross-collaboration within teams, and works on finding creative solutions that satisfy customer needs while maintaining fiscal responsibility.

As Director of Managed Services Operations, Hooker uses the power of Artificial Intelligence for IT operations (AIOps) to drive the modernization of the company’s managed services operating model, utilizing automation and proactive problem management to deliver enhanced value to customers. She plays a crucial role in implementing and driving new automation solutions for customers, resulting in improved efficiency and KPIs, and expanding solutions that enhance Logicalis’ managed services portfolio.

In her role as National Partner Marketing Manager, Baran leads the collaboration and development of marketing plans to empower the company’s partners. She concentrates on networking, collaboration and security, while also rolling out global solutions to the US. Leveraging her strong relationships with partners, Baran ensures a shared understanding of their joint value proposition, fostering mutually beneficial partnerships and delivering unified messaging to customers.

Grimsley is responsible for collaborating and building marketing plans to support Logicalis’ partners in her role as National Partner Marketing Manager for Hybrid Data Center. Beyond designing demand generation campaigns and events that fuel partner growth and revenue, she focuses on strengthening relationships with new partners, playing a pivotal role in driving Logicalis’ strategic expansion.

“It’s an honor to recognize the outstanding accomplishments of these women, who are leaders and change-makers in the IT channel,” said Jennifer Follett, VP, U.S. Content and Executive Editor, CRN at The Channel Company. “Each woman spotlighted on this list has shown exceptional dedication to building creative strategies that propel transformation, growth, and success for their organizations and the entire IT channel. We are pleased to spotlight their important contributions and look forward to their future success.”

The 2025 Women of the Channel will be featured in the June issue of CRN Magazine, with online coverage beginning May 12 at www.CRN.com/WOTC.

About The Channel Company

The Channel Company (TCC) is the global leader in channel growth for the world’s top technology brands. We accelerate success across strategic channels for tech vendors, solution providers, and end users with premier media brands, integrated marketing and event services, strategic consulting, and exclusive market and audience insights. TCC is a portfolio company of investment funds managed by EagleTree Capital, a New York City-based private equity firm. For more information, visit thechannelco.com.

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About Logicalis US
We are Architects of Change™. We help organizations succeed in a digital-first world. At Logicalis, we harness our collective technology expertise to help our clients build a blueprint for success, so they can deliver sustainable outcomes that matter.

Our lifecycle services across cloud, connectivity, collaboration and security are designed to help optimize operations, reduce risk and empower employees.

As a global technology service provider, we deliver next-generation digital managed services, to provide our clients with real-time visibility and actionable insights across the performance of their digital ecosystem including; availability, user experience, security, economic performance and sustainability.

Our 7000+ ‘Architects of Change’ are based in 27 countries around the globe, helping our 10,000+ clients across a range of industry sectors, create sustainable outcomes through technology.

Logicalis has annualized revenues of $1.7 billion, from operations in Europe, North America, Latin America, Asia Pacific, and Africa.

It is a division of Datatec Limited, listed on the Johannesburg Stock Exchange, with revenues of over $4.6 billion.

For more information visit https://us.logicalis.com 

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SOURCE Logicalis