Invests in
Locations:
Min Investment:
$200,000.00Max Investment:
$2,000,000.00Target Investment:
$1,100,000.00
Skills
Education
Lists including David
Investments
Work Experience
2016
Co-founder & Managing Director
2016
Ocean Azul is an early-stage venture capital fund passionate about helping entrepreneurs build innovative solutions and shape the future.
2007
Advisory Board & Founding CFO
2007
ActivEngage is a private B2B technology company leading innovation in live-chat software and managed services for the automotive industry. Awards include Deloitte Technology Fast 500; Red Herring Global Top 100 Winner; and Five-year Honoree of INC. 500/5000 (2012-2016). The company proprietary software generates qualified leads resulting in sales of over $18 Billion.
2017 - 2022
@ DadeSystems (Acquired by Versapay) Investor & Board Observer
2017 - 2022
DadeSystems is a US-based fintech company offering a proprietary suite of accounts receivable automation solutions. Providing patented advanced cash applications to automate payments, including checks, bank-to-bank transfers, credit cards, and mobile payments. DadeSystems predominantly serves enterprise customers, including large food distributors, building materials suppliers, credit unions and banks. DadeSystems is a technology partner for Fiserv, Wells Fargo, Fifth Third, Deluxe, Versapay and others. DadeSystems was acquired by @VersaPay (owned by @Great Hill Partners) in 2022.
2002 - 2006
@ DealerUps (Acquired by JM Family Enterprises) Board Advisor & CFO
2002 - 2006
DealerUps is a B2B cloud-based SaaS company offering CRM software solutions to the automotive industry. The proprietary software provides automotive dealerships with exclusive superior data analytics to manage key customer relationships and sales leads from a proprietary platform. DealerUps was acquired by JM Family Enterprises, Inc. in 2006.
1999 - 2002
Assurance & Advisory Manager
1999 - 2002
1996 - 1999
Senior Associate, CPA
1996 - 1999