Invests in
Stages:
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$500,000.00Target Investment:
$250,000.00
Education
- UA
- IU
Lists including Carey
Investments
Torpago
Total Funding: $12M
Monit
Total Funding: $9M
VMind AI
Total Funding: $1M
BillGO
Total Funding: $39M
Revio
Total Funding: $9.5M
PortX
Total Funding: $27M
Vero Technologies
Total Funding: $9M
Micronotes
Total Funding: $8M
Finosec
Total Funding: $2M
Equabli
Total Funding: $3M
Work Experience
2021
Managing Director
2021
BankTech Ventures is a $115M strategic investment fund. It was created for and by key leaders in community banking, bank technology and fintech. With full support and endorsement by the ICBA (Independent Community Bankers of America) the leader of Finovate’s 2020 Accelerator of the Year, and dozens of community banks, the fund serves the community banking ecosystem through strategic investments, education and collaboration with its limited partners. The fund has made several investments in bank-enabling companies, including PortX (fka Modus Box), Fintel Connect, Adlumin, Beauceron Security, ZSuite Technologies, CNote, Finosec, Torpago, BillGO, Micronotes, Equabli and Vero Technologies.
2019
Founder & Managing Partner
2019
Operate is a venture studio that invests capital & a world-class team into product-centric entrepreneurs building data-centric software companies. We're designed to maximize each company's launch velocity & success, which lead to better companies & investment returns for everyone involved. We've partnered with nearly 30 amazing founders since we started 3 years ago.
2019
Founder & Host
2019
Operate is a podcast to highlight global innovators, entrepreneurs & investors, exploring how they think, learn, grow and operate. The show has over 100 episodes and counting.
2023
Co-founder & Chairman
2023
Bonus is on a mission to put more wealth & financial security in the hands of homeowners by redefining what it means to sell a home; homeowners partner with Bonus to sell current equity, move out AND keep a percentage of ownership and future value to continue building wealth from their home.
2021
Investor & Board Member
2021
Torpago is the corporate card and expense management platform designed for modern business, so your business can control spend and empower your team.
2022
Investor & Board Member
2022
PortX is the leading IPaaS (Integration Platform as a Service) for the financial services industry, enabling banks, credit unions and fintechs to more easily and cost-effectively implement and manage technology, data and transactions.
2020
Investor & Advisor
2020
Trnsact is making commercial equipment lending faster, smarter and better for dealers, manufacturers, lenders, and buyers.
2021
Investor
2021
SailPlan is a marine intelligence platform providing real-time insights and predictive analytics to shoreside operations.
2022
Investor
2022
Better understand the voice of Gen Z through Knit’s Insights Platform & Agile Video Feedback Solutions.
2021
Investor & Advisor
2021
Short Story is the premiere personal styling service for petite women. They curate thoughtful style boxes and handpick tops, jeans, jackets, dresses, etc.