Celebrating Success, Supporting Innovation, and Building Resilience

Client Success Stories: Celebrating Acquisitions and Growth

We recently celebrated incredible milestones achieved by our clients:

• Onna, an AI-powered knowledge integration platform led by an inspiring team of women innovators, was acquired by Reveal, a global leader in AI-powered eDiscovery and investigations. This acquisition is a powerful union of Onna’s advanced capabilities in knowledge management and Reveal’s expertise in legal tech, marking a transformative moment for enterprise data solutions. Read more about this acquisition here.
• Redgrave Data, a woman-led company specializing in solving exceptionally complex data challenges, was acquired by Elevate, a global law company delivering consulting, technology, and services. This partnership combines Redgrave Data’s expertise in analytics with Elevate’s broader legal capabilities, providing unmatched solutions for the world’s most demanding legal needs. Learn more about this acquisition here.
• Casepoint, known for its innovative eDiscovery and legal technology platform, is on track to finalize its acquisition by Thoma Bravo in 2025. Their continued growth reflects the power of innovation and strategic leadership in building market-leading solutions.

These accomplishments highlight not only the value of bold vision and execution but also the critical role of women leaders in driving transformative innovation across AI and legal tech.

Spotlight on SXSW: Mentoring Startups to Shine

Over the last few months, we have worked with three innovative startups poised to make an impact at the upcoming SXSW. Under Valerie Chan 's guidance and mentorship, these companies are refining their strategies, sharpening their messaging, and preparing to shine on the global stage the weekend of March 7th:

• Elodin: A cutting-edge aerospace simulation platform that enables engineers to design, test, and simulate control systems for drones, satellites, and aerospace robotics.
• Charter Space: Offers Ubik, a web-based platform that streamlines spacecraft program management, integrating scheduling, compliance, and systems engineering to enhance collaboration and efficiency.
• Muse-gr.com Inc: Develops innovative robots that enhance human creativity and productivity, focusing on retail solutions like "Armo" to improve store operations and customer experience.

SXSW is more than just an opportunity to showcase groundbreaking ideas—it’s a chance to connect with investors, industry leaders, and global innovators. Valerie’s mentorship helped these startups craft compelling stories that highlight their transformative potential while equipping them to confidently navigate the high-stakes environment of SXSW. These startups are ones to watch in 2025.

Launching SmartEsq: Transforming Legal Workflows

On February 4th, SmartEsq launched with the vision to revolutionize workflows for private equity (PE) funds. SmartEsq offers a streamlined, efficient approach to tackling longstanding challenges in PE legal processes. This groundbreaking solution reduces inefficiencies, lowers costs, and enhances outcomes, setting a new standard for how PE firms operate.

Stay tuned for more updates as we roll out this transformative platform and share its impact.

Valerie’s Insights Featured in Forbes

Valerie wrote a few articles for Forbes, including the article, "When Launching Technical Products, Strategic Storytelling Is Critical".? In the article, Valerie emphasizes the importance of connecting technical innovation with clear, compelling narratives. Her insights focus on bridging the gap between complexity and audience understanding, ensuring stakeholders—whether investors, partners, or customers—truly see the value a product delivers. This article is an essential read for anyone navigating the complexities of launching technical products. Find the full article here.

Resilience Amid the Palisades Fires

In early 2025, new challenges emerged following a difficult 2024 marked by loss and injury. While typically private, recent events have highlighted the importance of resilience and community support.

Balancing time between San Francisco and Los Angeles, Valerie’s LA home was impacted by the Palisades fires. The devastation reached her neighborhood, leading to an immediate evacuation. Fortunately, Valerie and her family are safe.

This experience reinforced the value of preparation, strong teams, and resilient communities—in both business and life, it’s the people around us who help navigate challenges and move forward.

Tune into 4 The Record Podcast Edition

Our recent three-part series delves into the pivotal role of storytelling in various business contexts, offering listeners actionable insights from industry leaders.

1. The Narrative Edge: The Power of Storytelling for Startups?

Plat4orm’s Valerie Chan and Jessi Wortley Adler explore how storytelling can serve as a strategic tool for startups. They discuss crafting narratives that resonate with investors, customers, and employees to build a strong brand foundation.

2. Storytelling Through Crisis: Dismantling Conventional Crisis Communication Wisdom?

Rosemary Wilson , a crisis communications expert, dismantles outdated crisis communication strategies and explores how thoughtful storytelling can reshape narratives during challenging times. She emphasizes the importance of authenticity and transparency in maintaining trust.

3. Product Storytelling for Acquisition: Turning Vision Into Value?

Nicholas (Nik) Reed , founder of Ravel Law, shares firsthand insights into product storytelling to set the stage for successful acquisitions. He discusses how articulating a compelling vision can attract potential buyers and align teams during transitions.

Looking Ahead

At Plat4orm, we remain focused on our mission to empower businesses, foster innovation, and build a connected, supportive community. From celebrating acquisitions and mentoring startups at SXSW to launching transformative initiatives like SmartEsq, 2025 is already shaping up to be a year of growth and opportunity.

Thank you for being part of this journey. Together, let’s innovate, grow, and support one another in achieving remarkable success. If you are up for meeting at LegalWeek 2025, please contact us at [email protected]?