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Year of Investment:



Tech Opportunities




Wayne, Pennsylvania & Austin, Texas





Kleer-Membersy is a leading provider of technology-driven dental membership plans formed through the acquisition and merger of Kleer and Membersy, the industry’s two largest providers of dental membership and subscription management software. The Company’s platforms provide software, support and compliance for dental providers to maintain and grow their membership plans. Kleer-Membersy supports over 6,200 dental offices and millions of patients across all 50 states, covering the full spectrum of dental providers from independent practices to the largest dental service organizations (DSOs).

Charlesbank Investment

Charlesbank’s Technology Opportunities Fund formed Kleer-Membersy in 2024. Our strong industry relationships and experience in dental software uniquely positioned us to consummate this three-party transaction. We are excited to partner with the Company to create significant value for DSOs, dental practices and their patients, and to capitalize on the large and growing market for membership software.

Key Team Members
Related News
May 7, 2024

Charlesbank Capital Partners Announces the Formation of Kleer-Membersy, Combining the Nation’s Two Largest Tech-Driven Dental Membership Plans

Charlesbank Capital Partners (“Charlesbank”), a middle-market private investment firm with offices in Boston and New York, today announced the formation… Read More

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