AA

Alison Andreozzi

CEO | CFO | Advisor | Growth Investor | Board Member

Park City, Utah

Invests in

Stages:

Locations:

  • Min Investment:

    $3,000,000.00
  • Max Investment:

    $7,000,000.00
  • Target Investment:

    $5,000,000.00

Skills

Venture Capital
Alternative Investments
Business Development
Business Strategy
Corporate Development
Corporate Finance
Finance
Financial Analysis
Investments
Private Equity
Strategy

Work Experience

  • Venture Partner

    2019

2021 - 2023

  • Chief Financial Officer

    2021 - 2023

2020 - 2021

  • Interim CEO and Board Member

    2020 - 2021

2017 - 2019

  • Chief Executive Officer

    2017 - 2019

    Nearly 133 million people in the U.S. have one or more chronic conditions—that’s almost half of all adults. UpWell Health strives to help this population feel normal by providing medications, products, services, information, and community support—all with a level of customer service and convenience rarely found in healthcare. At UpWell, we help people with chronic conditions live healthy, fulfilled lives and “feel normal.” While our core focus is on prescription fulfillment, we’re much more than that. We are advocates and allies in providing the solutions, knowledge, tools, and encouragement our users need to lead empowered, simpler lives.

2010 - 2017

  • Managing Director

    2010 - 2017

    Mercato Partners is a trusted growth capital investor for expansion stage companies seeking acceleration and scale. Mercato understand real growth requires more than just capital, it takes understanding customer behavior, market dynamics and sales strategy. Mercato seeks minority equity investments in technology, branded consumer and digital media companies and has invested in a number of notable companies including Skullcandy (IPO in 2011), Fusion-io (IPO in 2011), MediConnect Global (acquired by Verisk Health in 2012) and Control4 (IPO in 2013). Other investments include DOMO, Steelhouse, Alliance Health, Stance, CradlePoint, Altitude Digital, Untangle and Central Logic. For more information visit www.mercatopartners.com.

  • CFO

    2007 - 2010

    Zane Benefits, Inc. is a leading provider of Defined Contribution Employer Health Benefits programs and tools to U.S. employers and their employees. The company is best known for its ZaneHRA platform (see www.ZaneHRA.com).

  • Principal

    2002 - 2010

    PEC is a private equity fund primarily invested in venture stage companies. Established in 2002, the fund invested in 10 technology companies including AdvancedMD, SolutionReach and mediaFORGE.

Hunter Capital Group

1998 - 2002

  • Vice President

    1998 - 2002

    Boutique merchant bank serving the Intermountain West. Acted as advisor to a wide range of companies to complete leveraged and equity finance transactions.

NationsBanc Montgomery Securities

1995 - 1998

  • Financial Analyst

    1995 - 1998