Invests in
Locations:
Min Investment:
$250,000.00Max Investment:
$2,000,000.00Target Investment:
$1,000,000.00
Skills
Hedge Funds
Asset Management
Portfolio Management
Wealth Management
Investments
Family Office
Private Banking
Private Equity
Venture Capital
Valuation
Equities
Asset Managment
Due Diligence
Capital Markets
Business Strategy
Investment Management
Strategic Financial Planning
Strategy
Management Consulting
Business Development
Education
- DU
- SH
Lists including Logan
Investments
Synctera
Series A
Total Funding: $64M
Navro
Pre Seed
Total Funding: $38M
Vestwell
Series D
Total Funding: $240M
Salt Labs
Pre Seed
Total Funding: $18M
Ternary
Series A
Total Funding: $12M
Certa
Series B
Total Funding: $50M
CapStack Technologies
Pre Seed
Total Funding: $6M
Banyan
Seed
Total Funding: $66M
Power
Seed
Total Funding: $19M
Rosaly
Seed
Total Funding: $10M
Work Experience
2018
Managing Partner & Founder
2018
2023
Board Director
2023
2021
Board Director
2021
2021
Board Director
2021
2023
Board Director
2023
2023
Board Director
2023
2020
Board Director
2020
2019
Board Director
2019
2021
Board Director
2021
2023
Board Director
2023