Ocelot has received a strategic investment from K1 Investment Management


Ocelot is higher education’s number one artificial intelligence (AI) communications and student engagement platform, serving eight million students at nearly 500 institutions. The Ocelot platform combines two-way texting for student outreach, AI plus live chat for student support and an unrivaled knowledge base of content – including thousands of video explainers and text Q&As – that answered more than 12 million questions in the last 12 months alone. By using Ocelot, colleges and universities can reach every student, answer every question and ensure students and families can be guided through all aspects of the student lifecycle and address enrollment, persistence and access challenges. To learn more, please visit ocelotbot.com.

The Deal

To capitalize on the increasing adoption of digital engagement and communication technology solutions, Ocelot engaged Lincoln International as its exclusive financial advisor. Lincoln utilized deep domain expertise to run a high-touch, competitive process, ensuring certainty and favorable terms while maximizing shareholder value.

Our Perspective

Tom Burgett, Managing Director in Lincoln’s Technology, Media & Telecom Group, commented, “With adoption rates rapidly growing, digital communication tools for students, parents, teachers and administrators have become increasingly necessary for educational institutions. Declining student enrollment and retention rates have put financial pressure on institutions in a post-COVID-19 world. New technologies, such as Ocelot’s AI-powered solutions, can drastically improve the engagement experience for both current and prospective students by improving communication, personalizing the engagement and providing support at any time, from anywhere and via any channel.”

K1 Investment Management

K1 Investment Management is a global investment firm that builds category-leading enterprise software companies. K1 partners with strong management teams of high-growth technology businesses to help them achieve successful outcomes. With more than 140 professionals, K1 and its operating affiliate, K1 Operations LLC, change industry landscapes with operationally focused growth strategies designed to rapidly scale portfolio companies. Since inception of the firm, K1 has partnered with more than 200 enterprise software companies including industry leaders such as accessiBe, Atera, Checkmarx, ComplySci, ControlUp, Emburse, Employ, Granicus, HR Acuity, IRONSCALES, Onit, RethinkFirst, Reveal-Brainspace, RFPIO, simPRO, Smarsh, XTM International and Zapproved.

Ocelot K1 Investment Management 2022 Connect with a Senior Team Member
Lincoln's team was a true trusted partner from start to finish. Their commitment to and understanding of our priorities, coupled with their depth of investor relationships and invaluable insights, proved critical in helping us navigate a challenging mergers and acquisitions (M&A) environment. They were instrumental in securing a great outcome for all of our stakeholders, and we could not be more excited about our next phase of growth.
Talin Andonians
Chief Executive Officer of Ocelot

Meet our Senior Team

Any information or testimonials contained in this post may not be representative of the experience of other clients and is no guarantee of future performance or success.