Brad Perry

Founder of Cogs’z & TKB Ventures | Investor, Board Member, Advisor, Operating Partner

📍 United States🔄 Updated September 2026💼 11 investments📅 7 years investing🗓 Last invested Aug 2024
VC🌍 United States
11
Total investments
1
Early stage
5
Mid stage
2
Late stage
7y
Years active

Portfolio

11 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
Aug 2024
Crush cart abandonment & watch loyalty soar through elevated purchase & post purchase experience - completely free. We help you consolidate your post-purchase tech stack saving you money and time while also providing a premium experience for your customers. Our goals are to help you retain profit through minimizing returns, enhancing your order tracking experience, optimizing your customer service and ultimately increasing LTV through a better post-purchase experience.
Board Member & Investor
Aug 2023
Occuspace is bringing new intelligence to the physical world. By capturing how many people are in a space, Occuspace helps businesses more accurately understand, control, and improve the way their spaces are being used to enhance the visitor experience and increase efficiencies and cost savings.
Investor
Jun 2022
When patients ask their provider "what will this cost?"​, they hear a variety of responses that communicate some form of "we dont know"​. Rivet is software for providers to answer that question quickly and accurately. Learn more at rivethealth.com!
Investor
May 2022
Clozd provides world-class technology and services for win-loss analysis. We deliver detailed and unbiased feedback directly from your buyers—so you can improve your sales win rate, build better products, strengthen your competitive advantage, and consistently uncover the real reasons you win and lose business.
Board Member
Jan 2022
Welcome to DealerBuilt, where innovation meets automotive excellence. At DealerBuilt, we pride ourselves on providing a highly flexible, enterprise-class Dealer Management System (DMS) that empowers forward-looking auto dealers to realize their unique vision for their dealership. Our cutting-edge technology is designed to elevate your dealership experience, offering unparalleled flexibility, efficiency, and control in managing your operations. With our portfolio of dealership of solutions, we redefine how auto dealers operate in the digital age. We understand that every dealership is unique, and that’s why our platform is tailored to adapt to your specific needs and ambitions. Whether you are a small local dealership or a large multi-location enterprise, DealerBuilt equips you with the tools and insights you need to drive success. The DealerBuilt portfolio of dealership of Solutions; LightYear - The DMS built by a dealer in a dealership for car dealers! Oplogic - The CRM that protects dealers with the most robust fraud protection and increases sales efficiency with the industrys most powerful and accurate desking functionality! Vistadash - The Clear Cut Choice For All Things Marketing gives dealers unprecedented marketing insights all in one place! iService Auto - The full suite of tools your service department needs to stay in touch with modern customers and ahead of the competition! Join us in revolutionizing the automotive industry. Experience the freedom to innovate, the power to customize, and the support to thrive. DealerBuilt is not just a software provider; we are your dedicated partner in achieving your dealership’s goals. Together, let’s shape the future of automotive retailing.
Investor
Dec 2021
Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth. From client intake and engagement letters to document management, workflow automation, billing, and CRM, Canopy brings every part of your firm into one intuitive, AI-powered system. Thousands of firms, from solo practitioners to multi-office teams, run on Canopy to reduce admin, increase visibility, and streamline how work gets done. Customers have replaced up to 14 tools, shortened onboarding by 50 percent, and scaled faster with fewer staff. Backed by industry veterans, modern accountants, and forward-thinking investors, Canopy is built for the future of accounting: mobile, efficient, and client-focused. Recognized by CPA Practice Advisor, G2, and The Future Ready Accountant Report, Canopy continues to lead in cloud-based practice management software. Visit getcanopy.com to learn how you can simplify your workflows and run a smarter firm.
Investor and Board Advisor
Oct 2021
EscrowTab is a productivity tool for title, settlement and lenders. Here’s just some of what our intuitive solution does for the mortgage ecosystem: • Lenders can seamlessly transition from paper closings to eClosings, creating efficiencies without changing their current process or underlying technology. • Title and settlement companies can ensure that loans are closed in accordance with lender requirements faster than the paper process. They can also close loans the way borrowers expect - technology driven and eco-friendly. • Borrowers can sign documents with a forensically verifiable handwritten electronic signature in a face-to-face environment where they are guided through the closing process by a trusted professional. • Notary signing agents can immediately validate the documents to ensure no mistakes and no missing signatures. And – they don’t have to hassle with printing documents or driving to ship them! Security and efficiency are key. Documents are securely uploaded before closing and can be updated right up until the closing begins. Documents never leave the security of the EscrowTab eVault and can only be accessed through the EscrowTab-enabled tablet. We have thousands of closing agents preparing to close in EscrowTab and we’re adding more every day. Once the notary’s profile is created, we can get them a device and they can be trained to close their first loan in 72 hours or less. During the pandemic we learned that borrowers want the human touch, as 95% of closings during that timeframe were in person. Everyone wants to go fully digital, but that doesn’t necessarily mean remote. The industry needs a solution for fully digital eClosings in person, and EscrowTab provides it. If you’re a lender, title company or notary who wants to learn more about EscrowTab, visit us at escrowtab.com.
Investor
Oct 2020
GUIDEcx is a client onboarding and implementation platform that keeps your clients at the center of every project by providing complete visibility into the work. • Invite everyone to the project—internal resources, customer teams, and third-party vendors. • Guide each step and stay on track with automated tasks, reminders, and updates. • Engage teams by enabling them to interact with the project in the way they prefer. They can complete tasks, view status, send updates, make notes, and more —through the portal, email, or mobile app. GUIDEcx helps you deliver projects faster with fewer issues and accelerate time to value for your customers. We help people work better together.
Board Member
Jun 2020
TrackStreet™ monitors what’s happening with your brand across the Internet and delivers actionable market data so you can focus on building stronger customer relationships, driving sales, and building the bottom line. **What TrackStreet Does** TrackStreet is a true brand partner. We leverage deep industry expertise and advanced technologies to give you a significant competitive edge. Our platform saves you time and gives you actionable data that supercharges your decisions. We work closely with our clients to develop solutions that solve their business problems and accelerate their businesses. ***Our clients use our services to:*** • Gain deep insights into their online markets • Gauge market opportunities for new products and brands • Manage and enforce MAP programs • Understand market feedback and catch product issues before they snowball *** TrackStreet Services*** - Market Visibility TrackStreet monitors Internet marketplaces and free-standing websites to track who’s selling your products, where they’re selling them, their price, and gives you tools to understand sales and distribution trends that drive data-based market decisions. - Minimum Advertised Price (MAP) & Resale Pricing Policy Enforcement With the most powerful and effective MAP enforcement platform in the industry, TrackStreet automates many otherwise manual processes such as the sending of MAP violation notices, tracking policy compliance, and the creation and distribution of customized Do-Not-Sell lists. - Product Review Tracking and Aggregation TrackStreet Review Tracking is a proactive monitoring service that tracks all your Internet sales channels for new or updated reviews, and then compiles your consumer feedback in one easy to access interface where you can run detailed analysis and enable automated alerts that inform you to new reviews that need your attention. ***How can we best help you? Call us at 877.781.6102 to schedule a free consultation or find more information at www.trackstreet.com***
Board Member
Feb 2020
Cloud-based software that makes logistics simple with one log in for all transportation management, including inbound and outbound freight management across parcel, LTL, FTL, ocean, and international air. FreightPOP offers seamless integration into our customers current tech stack (ERP, WMS, CRM) and is highly configurable to existing workflows and processes. With connections to 300+ carriers, ERP, WMS, and rate marketplaces, getting the best rates and optimizing shipping processes is easily achieved. Our platform provides customers with ease of use while bringing savings of 10-30% on freight through rate shopping, auditing, and time-saving automation. With a simple UI/UX, FreightPOP is created with a proven ROI that you will see in weeks, not months! Check out how much you will save: https://freightpop.com/roi-calculator-2-0/ See how easy FreightPOP is for yourself: https://vimeo.com/270982937
Board Member
Oct 2019
Introducing SOLD.com—the first company dedicated to empowering and enlightening home sellers. Selling your home can be stressful and overwhelming. There is more confusion, complexity and choices than ever before. Where do you even start? = The answer is SOLD.com. SOLD.com’s mission is to help save time, alleviate stress and improve sales outcomes for home sellers by delivering data driven content and personalized recommendations. Simply put, informed sellers make better decisions and have an overall better experience when selling their home. Our business model is one of a kind, so allow us to clarify, -we don’t actually sell homes ourselves! We empower home owners with knowledge, and utilizing our complex data science, we evaluate the options that are available to you and package up a home selling recommendation report that will guide you to the best approach and professionals who will help you execute. You can take comfort that our partners have been hand selected and are proven to be the best in the business. And best of all, we’ll hold your hand through the entire process, -for free! We won’t rest until your home is SOLD!
early stageReal Estate
Experience · 15 entries
All (15)
Investments (11)
Founder (3)
Board (5)
2024
Investor
Aug 2024
Crush cart abandonment & watch loyalty soar through elevated purchase & post purchase experience - completely free. We help you consolidate your post-purchase tech stack saving you money and time while also providing a premium experience for your customers. Our goals are to help you retain profit through minimizing returns, enhancing your order tracking experience, optimizing your customer service and ultimately increasing LTV through a better post-purchase experience.
Founder & CEO
Jan 2024
Cogs’z tracks and predicts the profitability of each customer and every product in your business to improve margin profiles, customer renewals, pricing strategy, and smart customer retention.
2023
Board Member & Investor
Aug 2023
Occuspace is bringing new intelligence to the physical world. By capturing how many people are in a space, Occuspace helps businesses more accurately understand, control, and improve the way their spaces are being used to enhance the visitor experience and increase efficiencies and cost savings.
2022
Investor
Jun 2022
When patients ask their provider "what will this cost?"​, they hear a variety of responses that communicate some form of "we dont know"​. Rivet is software for providers to answer that question quickly and accurately. Learn more at rivethealth.com!
Investor
May 2022
Clozd provides world-class technology and services for win-loss analysis. We deliver detailed and unbiased feedback directly from your buyers—so you can improve your sales win rate, build better products, strengthen your competitive advantage, and consistently uncover the real reasons you win and lose business.
Show all 15 entries ↓
Investment activity
2019–2024 · 11 investments
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