Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$10,000,000.00Target Investment:
$3,000,000.00
Skills
Education
- TW
- Uo
- PG
Lists including Kyle
Work Experience
2018
Venture Partner
2018
Fontinalis Partners is a venture capital firm with $270 million of committed capital that invests in next-generation mobility. Investment areas include autonomous vehicles, connected cars and fleets, supply chain & logistics, mobility services, and several others.
2018
Managing Partner and Founder
2018
South Bay Ventures is a venture capital firm that invests in companies led by passionate and thoughtful founders capable of building long-term, sustainable businesses in software, information technology and business services sectors.
2022
Board Member and Investor
2022
revVana is the first revenue forecasting application built 100% on Salesforce, making it easy for Finance, Sales, and Operations to analyze and collaborate on revenue data in real time, no spreadsheets required. Other tools claim to forecast revenue but they’re actually just delivering sales forecasts. revVana’s provides the ability to forecast and analyze from first customer contact to revenue realization. They help companies maximize topline revenue growth by generating fast, accurate, and complete revenue forecasts. This allows finance and operations teams to conduct real-time analysis in order to take action on forecast gaps and market demands.
2020
Board Member and Founding Angel Investor
2020
EP1T0ME Studios, Inc. is a video game company headquartered in Austin, TX with locations in Los Angeles, CA and Montreal, Quebec. We are focused on delivering story-driven game experiences across multiple platforms, including PC, console, mobile and VR. We work with exceptional independent game developers and experienced creative talent on both original and established IP. We are developing original IP specifically for multi-platform storytelling, including games, comics, film, television, audio drama and podcasts.
2018
Member
2018
The Tech Coast Angels is the largest network of angel investors in the US. We diligence deals as a group but make individual investment decisions in early stage companies seeking growth capital.
2020 - 2021
Financial Sponsor and Board Member (Audit Committee Chair)
2020 - 2021
Motion Acquisition Corp. (Nasdaq: MOTN) is a SPAC targeting an acquisition in cloud software for the transportation, fleet management, freight and logistics, and mobile asset management space. Motion was founded and funded by a management team and board comprised of pioneers in the fleet management, mobility and connected vehicle sector.
2018 - 2021
Board Member and Investor
2018 - 2021
Lavoro Technologies offers a cloud platform for automation and optimization of the digital oilfield in the enterprise. Lavoro software provides workflow visualization and automation around the well pad allowing operators to make real-time decisions. Lavoro solutions provide data assurance, optimize production, improve recovery and help operators find efficiencies.
2016 - 2017
Chief Financial Officer
2016 - 2017
Directed all Finance, Accounting, Financial Planning and M&A activities of cloud-based intelligent sales software platform until Company acquisition by Ellie Mae (NYSE: ELLI) in November 2017. Velocify® provides a sales acceleration software platform that helps high-velocity sales teams turn more prospects into customers. We help more than 1,500 companies streamline their sales processes and stay focused on activities that lead to more sales.
2008 - 2016
Chief Financial Officer and Angel Investor
2008 - 2016
Only CFO in company history. Led Angel investment round(s) in February 2009 and April 2010. From October 2008 to August 2016 I directed all Finance, Accounting, Financial Planning and M&A activities until Company acquisition by Verizon Communications (NYSE: VZ) in Q3 2016. Telogis provides a software-as-a-service (SaaS)-based platform for companies that require dynamic routing, real-time work order management, commercial navigation, telematics and mobile integration services for their assets and workforces in the field. Telogis, A Verizon Company, is a leading global, cloud-based Mobile Resource Management (MRM) software company based in Aliso Viejo, Calif. Many of the world's largest and most well-known commercial fleets connect their vehicles, assets, people, customers and the work that's being done outside the four walls of their business through the Telogis MRM platform. Once connected, Telogis software will optimize and automate work and processes to drive safety, productivity, efficiency and sustainability in businesses of all sizes.
2005 - 2008
Financial Planning & Analysis Group
2005 - 2008