-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Rtfi0nGjcIM6EVMGsx3jOKVen1VWiXa8A2m1Bxw13QzLi0UQGEFkloEDq92ZnDrj AnzJKyWpccIaJMe8VBjOUA== 0000950005-99-000102.txt : 19990211 0000950005-99-000102.hdr.sgml : 19990211 ACCESSION NUMBER: 0000950005-99-000102 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19990210 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: CONCUR TECHNOLOGIES INC CENTRAL INDEX KEY: 0001066026 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 911608052 STATE OF INCORPORATION: WA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: SC 13G SEC ACT: SEC FILE NUMBER: 005-54967 FILM NUMBER: 99526751 BUSINESS ADDRESS: STREET 1: 6222 185TH AVE NE CITY: REDMOND STATE: WA ZIP: 98052 BUSINESS PHONE: 4257028808 MAIL ADDRESS: STREET 1: 6222 185TH AVE NE CITY: REDMOND STATE: WA ZIP: 98052 FORMER COMPANY: FORMER CONFORMED NAME: PORTABLE SOFTWARE CORP DATE OF NAME CHANGE: 19980714 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: U S VENTURE PARTNERS IV L P CENTRAL INDEX KEY: 0001030241 STANDARD INDUSTRIAL CLASSIFICATION: [] FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 2180 SAND HILL ROAD SUITE 300 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 4158549080 MAIL ADDRESS: STREET 1: 2180 SAND HILL ROAD STREET 2: SUITE 300 CITY: MENLO PARK STATE: CA ZIP: 94025 SC 13G 1 FORM SC 13G SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2(b) (Amendment No._______)* Concur Technologies, Inc. - -------------------------------------------------------------------------------- (Name of Issuer) Common Stock - -------------------------------------------------------------------------------- (Title of Class of Securities) 20670810 - -------------------------------------------------------------------------------- (CUSIP Number) December 31, 1998 - -------------------------------------------------------------------------------- (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [ ] Rule 13d-1(b) [ ] Rule 13d-1(c) [X] Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). (Continued on following pages) Page 1 of 19 Pages Exhibit Index Contained on Page 16
- ------------------------------------------------- ----------------------------------------------- CUSIP NO. 20670810 13 G Page 2 of 19 Pages - ------------------------------------------------- ----------------------------------------------- - ------------ --------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS SS OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS U.S. Venture Partners IV, L.P. ("USVP IV") Tax ID Number: 94-3193188 - ------------ --------------------------------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] - ------------ --------------------------------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------ --------------------------------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------ -------- ------------------------------------------------------------------------ NUMBER OF 5 SOLE VOTING POWER SHARES 1,706,206 shares, except that Presidio Management Group IV, L.P. ("PMG BENEFICIALLY IV"), the general partner of USVP IV, and Bowes, Federman, Krausz, Lanza OWNED BY EACH REPORTING and Young, the general partners of PMG IV, may be deemed to have shared PERSON voting power with respect to such shares. WITH -------- ------------------------------------------------------------------------ 6 SHARED VOTING POWER See response to row 5. -------- ------------------------------------------------------------------------ 7 SOLE DISPOSITIVE POWER 1,706,206 shares, except that Presidio Management Group IV, L.P. ("PMG IV"), the general partner of USVP IV, and Bowes, Federman, Krausz, Lanza and Young, the general partners of PMG IV, may be deemed to have shared dispositive power with respect to such shares. -------- ------------------------------------------------------------------------ 8 SHARED DISPOSITIVE POWER See response to row 7. - ------------ --------------------------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,706,206 - ------------ --------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------ --------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 12.2% - ------------ --------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------ --------------------------------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT!
- ------------------------------------------------- ----------------------------------------------- CUSIP NO. 20670810 13 G Page 3 of 19 Pages - ------------------------------------------------- ----------------------------------------------- - ------------ --------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS SS OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS Second Ventures II, L.P. ("SV II") Tax ID Number: 94-3200353 - ------------ --------------------------------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] - ------------ --------------------------------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------ --------------------------------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Cayman Islands - ------------------------------------ -------- ------------------------------------------------------------------------ NUMBER OF 5 SOLE VOTING POWER SHARES 207,111 shares, except that Presidio Management Group IV, L.P. ("PMG BENEFICIALLY IV"), the general partner of SV II, and Bowes, Federman, Krausz, Lanza OWNED BY EACH REPORTING and Young, the general partners of PMG IV, may be deemed to have shared PERSON voting power with respect to such shares. WITH -------- ------------------------------------------------------------------------ 6 SHARED VOTING POWER See response to row 5. -------- ------------------------------------------------------------------------ 7 SOLE DISPOSITIVE POWER 207,111 shares, except that Presidio Management Group IV, L.P. ("PMG IV"), the general partner of SV II, and Bowes, Federman, Krausz, Lanza and Young, the general partners of PMG IV, may be deemed to have shared dispositive power with respect to such shares. -------- ------------------------------------------------------------------------ 8 SHARED DISPOSITIVE POWER See response to row 7. - ------------ --------------------------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 207,111 - ------------ --------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------ --------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 1.5% - ------------ --------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------ --------------------------------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT!
- ------------------------------------------------- ----------------------------------------------- CUSIP NO. 20670810 13 G Page 4 of 19 Pages - ------------------------------------------------- ----------------------------------------------- - ------------ --------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS SS OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS USVP Entrepreneur Partners II, L.P. ("UEP II") Tax ID Number: 94-3203198 - ------------ --------------------------------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] - ------------ --------------------------------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------ --------------------------------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------ -------- ------------------------------------------------------------------------ NUMBER OF 5 SOLE VOTING POWER SHARES 59,175 shares, except that Presidio Management Group IV, L.P. ("PMG BENEFICIALLY IV"), the general partner of UEP II, and Bowes, Federman, Krausz, Lanza OWNED BY EACH REPORTING and Young, the general partners of PMG IV, may be deemed to have shared PERSON voting power with respect to such shares. WITH -------- ------------------------------------------------------------------------ 6 SHARED VOTING POWER See response to row 5. -------- ------------------------------------------------------------------------ 7 SOLE DISPOSITIVE POWER 59,175 shares, except that Presidio Management Group IV, L.P. ("PMG IV"), the general partner of UEP II, and Bowes, Federman, Krausz, Lanza and Young, the general partners of PMG IV, may be deemed to have shared dispositive power with respect to such shares. -------- ------------------------------------------------------------------------ 8 SHARED DISPOSITIVE POWER See response to row 7. - ------------ --------------------------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 59,175 - ------------ --------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------ --------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0.42% - ------------ --------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------ --------------------------------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT!
- ------------------------------------------------- ----------------------------------------------- CUSIP NO. 20670810 13 G Page 5 of 19 Pages - ------------------------------------------------- ----------------------------------------------- - ------------ --------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS SS OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS Presidio Management Group IV, L.P. ("PMG IV") Tax ID Number: 94-3193187 - ------------ --------------------------------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] - ------------ --------------------------------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------ --------------------------------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------ -------- ------------------------------------------------------------------------ NUMBER OF 5 SOLE VOTING POWER SHARES 0 shares. BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH -------- ------------------------------------------------------------------------ 6 SHARED VOTING POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. PMG IV is the general partner of USVP IV, SV II, and UEP II and may be deemed to have shared voting power with respect to such shares. -------- ------------------------------------------------------------------------ 7 SOLE DISPOSITIVE POWER 0 shares. -------- ------------------------------------------------------------------------ 8 SHARED DISPOSITIVE POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 71,480 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. PMG IV is the general partner of USVP IV, SV II, and UEP II and may be deemed to have shared dispositive power with respect to such shares. - ------------ --------------------------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,972,492 - ------------ --------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------ --------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 14.12% - ------------ --------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN - ------------ --------------------------------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT!
- ------------------------------------------------- ----------------------------------------------- CUSIP NO. 20670810 13 G Page 6 of 19 Pages - ------------------------------------------------- ----------------------------------------------- - ------------ --------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS SS OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS William K. Bowes, Jr. ("Bowes") Tax ID Number: - ------------ --------------------------------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] - ------------ --------------------------------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------ --------------------------------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S. Citizen - ------------------------------------ -------- ------------------------------------------------------------------------ NUMBER OF 5 SOLE VOTING POWER SHARES 0 shares. BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH -------- ------------------------------------------------------------------------ 6 SHARED VOTING POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. Bowes is a general partner of PMG IV, the general partner of USVP IV, SV II, and UEP II, and may be deemed to have shared voting power with respect to such shares. -------- ------------------------------------------------------------------------ 7 SOLE DISPOSITIVE POWER 0 shares. -------- ------------------------------------------------------------------------ 8 SHARED DISPOSITIVE POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. Bowes is a general partner of PMG IV, the general partner of USVP IV, SV II, and UEP II, and may be deemed to have shared dispositive power with respect to such shares. - ------------ --------------------------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,972,492 - ------------ --------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------ --------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 14.12% - ------------ --------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------ --------------------------------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT!
- ------------------------------------------------- ----------------------------------------------- CUSIP NO. 20670810 13 G Page 7 of 19 Pages - ------------------------------------------------- ----------------------------------------------- - ------------ --------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS SS OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS Irwin Federman ("Federman") Tax ID Number: - ------------ --------------------------------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] - ------------ --------------------------------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------ --------------------------------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S. Citizen - ------------------------------------ -------- ------------------------------------------------------------------------ NUMBER OF 5 SOLE VOTING POWER SHARES 0 shares. BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH -------- ------------------------------------------------------------------------ 6 SHARED VOTING POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. Federman is a general partner of PMG IV, the general partner of USVP IV, SV II, and UEP II, and may be deemed to have shared voting power with respect to such shares. -------- ------------------------------------------------------------------------ 7 SOLE DISPOSITIVE POWER 0 shares. -------- ------------------------------------------------------------------------ 8 SHARED DISPOSITIVE POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. Federman is a general partner of PMG IV, the general partner of USVP IV, SV II, and UEP II, and may be deemed to have shared dispositive power with respect to such shares. - ------------ --------------------------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,972,492 - ------------ --------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------ --------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 14.12% - ------------ --------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------ --------------------------------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT!
- ------------------------------------------------- ----------------------------------------------- CUSIP NO. 20670810 13 G Page 8 of 19 Pages - ------------------------------------------------- ----------------------------------------------- - ------------ --------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS SS OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS Steven M. Krausz ("Krausz") Tax ID Number: - ------------ --------------------------------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] - ------------ --------------------------------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------ --------------------------------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S. Citizen - ------------------------------------ -------- ------------------------------------------------------------------------ NUMBER OF 5 SOLE VOTING POWER SHARES 0 shares. BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH -------- ------------------------------------------------------------------------ 6 SHARED VOTING POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. Krausz is a general partner of PMG IV, the general partner of USVP IV, SV II, and UEP II, and may be deemed to have shared voting power with respect to such shares. -------- ------------------------------------------------------------------------ 7 SOLE DISPOSITIVE POWER 0 shares. -------- ------------------------------------------------------------------------ 8 SHARED DISPOSITIVE POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. Krausz is a general partner of PMG IV, the general partner of USVP IV, SV II, and UEP II, and may be deemed to have shared dispositive power with respect to such shares. - ------------ --------------------------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,972,492 - ------------ --------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------ --------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 14.12% - ------------ --------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------ --------------------------------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT!
- ------------------------------------------------- ----------------------------------------------- CUSIP NO. 20670810 13 G Page 9 of 19 Pages - ------------------------------------------------- ----------------------------------------------- - ------------ --------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS SS OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS Lucio Lanza ("Lanza") Tax ID Number: - ------------ --------------------------------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] - ------------ --------------------------------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------ --------------------------------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S. Citizen - ------------------------------------ -------- ------------------------------------------------------------------------ NUMBER OF 5 SOLE VOTING POWER SHARES 0 shares. BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH -------- ------------------------------------------------------------------------ 6 SHARED VOTING POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. Lanza is a general partner of PMG IV, the general partner of USVP IV, SV II, and UEP II, and may be deemed to have shared voting power with respect to such shares. -------- ------------------------------------------------------------------------ 7 SOLE DISPOSITIVE POWER 0 shares. -------- ------------------------------------------------------------------------ 8 SHARED DISPOSITIVE POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. Lanza is a general partner of PMG IV, the general partner of USVP IV, SV II, and UEP II, and may be deemed to have shared dispositive power with respect to such shares. - ------------ --------------------------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,972,492 - ------------ --------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------ --------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 14.12% - ------------ --------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------ --------------------------------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT!
- ------------------------------------------------- ----------------------------------------------- CUSIP NO. 20670810 13 G Page 10 of 19 Pages - ------------------------------------------------- ----------------------------------------------- - ------------ --------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS SS OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS Phillip M. Young ("Young") Tax ID Number: - ------------ --------------------------------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] - ------------ --------------------------------------------------------------------------------------------------------- 3 SEC USE ONLY - ------------ --------------------------------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S. Citizen - ------------------------------------ -------- ------------------------------------------------------------------------ NUMBER OF 5 SOLE VOTING POWER SHARES 0 shares. BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH -------- ------------------------------------------------------------------------ 6 SHARED VOTING POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. Young is a general partner of PMG IV, the general partner of USVP IV, SV II, and UEP II, and may be deemed to have shared voting power with respect to such shares. -------- ------------------------------------------------------------------------ 7 SOLE DISPOSITIVE POWER 0 shares. -------- ------------------------------------------------------------------------ 8 SHARED DISPOSITIVE POWER 1,972,492 shares, of which 1,706,206 are shares directly owned by USVP IV, 207,111 are shares directly owned by SV II, and 59,175 are shares directly owned by UEP II. Young is a general partner of PMG IV, the general partner of USVP IV, SV II, and UEP II, and may be deemed to have shared dispositive power with respect to such shares. - ------------ --------------------------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,972,492 - ------------ --------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] - ------------ --------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 14.12% - ------------ --------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* IN - ------------ --------------------------------------------------------------------------------------------------------- * SEE INSTRUCTIONS BEFORE FILLING OUT!
Page 11 of 19 ITEM 1(a). NAME OF ISSUER: Concur Technologies, Inc. ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES: 6222 185th Avenue Redmond, WA 98052 ITEM 2(a). NAME OF PERSONS FILING: This Statement is filed by U.S. Venture Partners IV, L.P. ("USVP IV"), Second Ventures II, L.P. ("SV II"), USVP Entrepreneur Partners II, L.P. ("UEP II"), Presidio Management Group IV, L.P. ("PMG IV"), William K. Bowes, Jr. ("Bowes"), Irwin Federman ("Federman"), Steven M. Krausz ("Krausz"), Lucio Lanza ("Lanza"), and Phillip M. Young ("Young"). The foregoing entities and individuals are collectively referred to as the "Reporting Persons. PMG IV is the general partner of USVP IV, SV II and UEP II, and may be deemed to have shared power to vote and shared power to dispose of shares of the issuer directly owned by USVP IV, SV II and UEP II. Bowes, Federman, Krausz, Lanza and Young are general partners of PMG IV, and may be deemed to have shared power to vote and shared power to dispose of the shares of issuer directly owned by USVP IV, SV II and UEP II. ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE, OR, IF NONE, RESIDENCE: The address of the principal business office for each of the Reporting Persons is: U.S. Venture Partners 2180 Sand Hill Road, Suite 300 Menlo Park, CA 94025 ITEM 2(c) CITIZENSHIP: USVP IV, UEP II and PMG IV are Delaware Limited Partnerships, SV II is a Cayman Islands Limited Partnership and Bowes, Federman, Krausz, Lanza and Young are United States citizens. ITEM 2(d). TITLE OF CLASS OF SECURITIES: Common Stock ITEM 2(e). CUSIP NUMBER: CUSIP # 20670810 ITEM 3. Not Applicable Page 12 of 19 ITEM 4. OWNERSHIP: The following information with respect to the ownership of the Common Stock of the issuer by the persons filing this Statement is provided as of December 31, 1998: (a) Amount beneficially owned: See Row 9 of cover page for each Reporting Person. (b) Percent of Class: See Row 11 of cover page for each Reporting Person. (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: See Row 5 of cover page for each Reporting Person. (ii) Shared power to vote or to direct the vote: See Row 6 of cover page for each Reporting Person. (iii) Sole power to dispose or to direct the disposition of: See Row 7 of cover page for each Reporting Person. (iv) Shared power to dispose or to direct the disposition of: See Row 8 of cover page for each Reporting Person. Page 13 of 19 ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS: Not applicable. ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON: Under certain circumstances set forth in the limited partnership agreements of USVP IV, SV II, UEP II and PMG IV, the general and limited partners of each of such entities may be deemed to have the right to receive dividends from, or the proceeds from, the sale of shares of the issuer owned by each such entity of which they are a partner. ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY: Not applicable. ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP: Not applicable ITEM 9. NOTICE OF DISSOLUTION OF GROUP: Not applicable ITEM 10. CERTIFICATION: Not applicable Page 14 of 19 SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Dated: February 4, 1999 U.S. Venture Partners IV, L.P. /s/ Michael P. Maher By Presidio Management Group IV, L.P., ---------------------------------------- Its General Partner Signature Michael P. Maher Chief Financial Officer/Attorney-In-Fact Second Ventures II, L.P. /s/ Michael P. Maher By Presidio Management Group IV, L.P., ---------------------------------------- Its General Partner Signature Michael P. Maher Chief Financial Officer/Attorney-In-Fact U.S.V.P. Entrepreneur Partners II, L.P. /s/ Michael P. Maher By Presidio Management Group IV, L.P., ---------------------------------------- Its General Partner Signature Michael P. Maher Chief Financial Officer/Attorney-In-Fact Presidio Management Group IV, L.P. /s/ Michael P. Maher A Delaware Limited Partnership ---------------------------------------- Signature Michael P. Maher Chief Financial Officer/Attorney-In-Fact William K. Bowes /s/ Michael P. Maher ---------------------------------------- Michael P. Maher Attorney-In-Fact Page 15 of 19 Irwin Federman /s/ Michael P. Maher ---------------------------------------- Michael P. Maher Attorney-In-Fact Steven M. Krausz /s/ Michael P. Maher ---------------------------------------- Michael P. Maher Attorney-In-Fact Lucio Lanza /s/ Michael P. Maher ---------------------------------------- Michael P. Maher Attorney-In-Fact Phillip M. Young /s/ Michael P. Maher ---------------------------------------- Michael P. Maher Attorney-In-Fact
Page 16 of 19 EXHIBIT INDEX Found on Sequentially Exhibit Numbered Page - ------- ------------- Exhibit A: Agreement of Joint Filing 17 Exhibit B: Reference to Michael P. Maher as Attorney-in-Fact 19 Page 17 of 19 EXHIBIT A Agreement of Joint Filing The undersigned hereby agree that a single Schedule 13G (or any amendment thereto) relating to the Common Stock of Concur Technologies, Inc. shall be filed on behalf of each of the undersigned and that this Agreement shall be filed as an exhibit to such Schedule 13G.
Date: February 4, 1999 U.S. Venture Partners IV, L.P. /s/ Michael P. Maher By Presidio Management Group IV, L.P., ---------------------------------------- Its General Partner Signature Michael P. Maher Chief Financial Officer/Attorney-In-Fact Second Ventures II, L.P. /s/ Michael P. Maher By Presidio Management Group IV, L.P., ---------------------------------------- Its General Partner Signature Michael P. Maher Chief Financial Officer/Attorney-In-Fact U.S.V.P. Entrepreneur Partners II, L.P. /s/ Michael P. Maher By Presidio Management Group IV, L.P., ---------------------------------------- Its General Partner Signature Michael P. Maher Chief Financial Officer/Attorney-In-Fact Presidio Management Group IV, L.P. /s/ Michael P. Maher A Delaware Limited Partnership ---------------------------------------- Signature Michael P. Maher Chief Financial Officer/Attorney-In-Fact Page 18 of 19 Pages William K. Bowes /s/ Michael P. Maher ---------------------------------------- Michael P. Maher Attorney-In-Fact Irwin Federman /s/ Michael P. Maher ---------------------------------------- Michael P. Maher Attorney-In-Fact Steven M. Krausz /s/ Michael P. Maher ---------------------------------------- Michael P. Maher Attorney-In-Fact Lucio Lanza /s/ Michael P. Maher ---------------------------------------- Michael P. Maher Attorney-In-Fact Phillip M. Young /s/ Michael P. Maher ---------------------------------------- Michael P. Maher Attorney-In-Fact
Page 19 of 19 Pages EXHIBIT B REFERENCE TO MICHAEL MAHER AS ATTORNEY-IN-FACT Michael P. Maher has signed the enclosed documents as Attorney-In-Fact. Note that copies of the applicable Power of Attorneys are already on file with the appropriate agencies. -----END PRIVACY-ENHANCED MESSAGE-----