4
Total investments
3
Early stage
0
Mid stage
1
Late stage
12y
Years active
Portfolio
4 investments · sorted by recency
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Board Member
Sep 2025
Your Money Line (YML) is a leading financial wellness benefit that helps employees navigate financial challenges, plan for the future, and reach their goals. YML makes it easy for employers to offer personalized financial guidance to employees at every stage of life through an all-in-one mobile app, unlimited access to certified financial coaches, and smart, AI-powered tools. Trusted by employers nationwide—from companies to school districts to healthcare systems—Your Money Line is changing the financial lives of hundreds of thousands of households. The company was founded by financial expert and author Peter Dunn (a.k.a. Pete the Planner®).
Board Member
May 2019
We assist local churches in delivering amazing digital experiences that help people move from where they are to where God wants them to be
Co-Founder & Board Member
Jan 2015
zWORKS is Zionsville's entrepreneurial and coworking center. It is a membership based nonprofit focused on serving as an economic development engine for Zionsville.
zWORKS is a uniquely Zionsville organization in personality, style and location. The coworking space serves as a hub of work, and business acceleration programming and resources speed the establishment and growth of Zionsville area startups.
zWORKS provides:
Workers and entrepreneurs of all types 24x7 secure access to a uniquely Downtown Zionsville coworking space
Startup businesses of all types with business acceleration programming and resources
Our mission is to be an economic development engine for the Town of Zionsville by providing area workers and entrepreneurs a coworking space, and to catalyze Zionsville area startups with business acceleration programming and resources.
Board Member
Oct 2014
Skyepack works with schools, departments, and faculty members to develop custom course content, geared toward the specific learning objectives, student population, and teaching methods of the course. Skyepack delivers the content to students on an interactive web+mobile platform at an affordable price. The course content is created from a range of resources - OER, faculty authored content, and Skyepack generated content.
Experience · 9 entries
All (9)
Investments (3)
Founder (5)
Board (3)
2025
Board Member
Sep 2025
Your Money Line (YML) is a leading financial wellness benefit that helps employees navigate financial challenges, plan for the future, and reach their goals. YML makes it easy for employers to offer personalized financial guidance to employees at every stage of life through an all-in-one mobile app, unlimited access to certified financial coaches, and smart, AI-powered tools. Trusted by employers nationwide—from companies to school districts to healthcare systems—Your Money Line is changing the financial lives of hundreds of thousands of households. The company was founded by financial expert and author Peter Dunn (a.k.a. Pete the Planner®).
2023
Founder, Managing Partner
Jan 2023
550 Advisors specialize in transformational guidance for organizations poised for scalable growth and long-term success. We partner closely with CEOs and Board members to engineer and optimize key business motions, aligning strategy and execution to drive results.
Our expertise spans a range of sectors, including SaaS Marketing Tech, Healthcare Tech, Ed Tech, and service-centric businesses. By tailoring our approach to each client’s unique needs, we help leaders navigate the complexities of scaling, aligning their operations for sustainable expansion and strategic exits.
2019
Board Member
May 2019
We assist local churches in delivering amazing digital experiences that help people move from where they are to where God wants them to be
2017
Co-Founder & Board Chair
Jan 2017
Boardable empowers nonprofit boards to do more - wherever they are – by removing friction and renewing focus to enact positive change in the world. Our nonprofit board software allows boards and committees to collaborate seamlessly, streamline operations, and increase engagement. Boardables features work together to give you a comprehensive board management experience before, during, and after mission-critical meetings. We do more for nonprofits so that they can do more for others.
2015
Co-Founder & Board Member
Jan 2015
zWORKS is Zionsville's entrepreneurial and coworking center. It is a membership based nonprofit focused on serving as an economic development engine for Zionsville.
zWORKS is a uniquely Zionsville organization in personality, style and location. The coworking space serves as a hub of work, and business acceleration programming and resources speed the establishment and growth of Zionsville area startups.
zWORKS provides:
Workers and entrepreneurs of all types 24x7 secure access to a uniquely Downtown Zionsville coworking space
Startup businesses of all types with business acceleration programming and resources
Our mission is to be an economic development engine for the Town of Zionsville by providing area workers and entrepreneurs a coworking space, and to catalyze Zionsville area startups with business acceleration programming and resources.
Show all 9 entries ↓
Investment activity
2014–2025 · 4 investments
Recent (last 2 years)Earlier
