8
Total investments
1
Early stage
3
Mid stage
3
Late stage
7y
Years active
Portfolio
8 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Apr 2024
Citibot provides tools for citizens and their governments to use for efficient and effective communication and civic change. Using smart text messaging and web chat technology, Citibot helps residents get answers to questions, report issues, send messages directly to staff, and receive real-time alerts.
P
Board Member
Feb 2022
ProTrustee is philosophically a forward-thinking, modern wealthtech company. We specialize in trust administration, fiduciary best practice workflows and continuously embedded compliance. Open architecture allows for seamless integrations, empowering trust officers to be the best fiduciaries for their clients. Your most regulated, litigious, and riskiest line of business should not be underserved. ProTrustee helps bank trust departments, trust companies, and family offices increase operational efficiency and transparency, while lowering compliance costs. Unleash the potential of your trust AUM and increase stakeholder value across the firm.
Board Member
Jan 2022
At Case Status, we understand that the satisfaction of your clients is vital to the success of your law firm. They are your most valuable asset, and the experience you provide them can make all the difference. Without effective communication channels, you may not even be aware of their frustrations and potential to churn. Thats where Case Status’ client focus comes in.
We offer a comprehensive Client Experience platform that keeps your clients informed and engaged in a way they prefer and scales best for your firm. Our highly-rated mobile app is designed to be simple and user-friendly. By leveraging automation and integrating seamlessly with your case management software, our solution streamlines communication processes, saving you valuable time while delivering enhanced value and availability to your clients.
With Case Status, you will closely monitor client satisfaction and proactively drive firm growth through positive reviews and referrals. Our SaaS platform is tailored to meet all your firms client satisfaction needs, empowering you to achieve your goals and elevate your client experience to new heights.
Board Member
Jan 2020
The #1 Direct Messaging Fundraising solution, built for nonprofits of all shapes and sizes.
Simplify Lead Generation. Automate Engagement. Drive Revenue. Repeat.
Board Member
Oct 2019
PunchListUSA is a real estate technology platform that makes home repairs, renovations, and lifecycle services hassle-free for homebuyers, sellers, real estate professionals, and institutional investors. We provide quick, accurate, and transparent online pricing, skilled tradesmen and women available on-demand, start-to-finish project coordination and management of every project, and a one-year warranty that stays with the home.
Board Member
Aug 2019
Mōvi Healthcare is a software company that helps healthcare organizations manage all aspects of the medical transportation process. Mōvi works with health systems and senior care facilities to take control of their transportation operations and bring visibility to their business lines. Improve throughput, reduce cost, alleviate burdens on staff, and improve patient experiences—all in one streamlined platform.
Board Member
Jan 2019
Preclose is transforming the real estate closing experience through our digital contract-to-close platform. Our efficieny tools allows coordinators and agents to close more transactions with greater accuracy and consistency. Our client dashboard gives the buyer and/or seller real time access to what's happening with their deal. No more wondering whether something has been completed or what to do next. With access to Preclose, everyone can stay informed at every step of the way.
Board Member
Jan 2019
Nonprofit donor data and fundraising tools. Together at last.
Kindful is a cloud-based donor management and fundraising solution designed to help nonprofit organizations maximize their potential. Kindful helps organizations increase fundraising effectiveness through an intuitive CRM system, integrated online fundraising tools and in-depth donor analytics.
Kindful integrates with many of the leading online fundraising tools, like MailChimp, Eventbrite and PayPal, allowing nonprofits to gather all their data in one central hub. Kindful's easy-to-use donor CRM and reporting analytics make it easy for organizations to see the full picture of their donors, allowing them to communicate more effectively and build stronger relationships with their support base.
The Kindful database can be accessed anytime and from any location, with a mobile friendly platform that allows fundraising professionals to connect with donors and track their progress in real-time.
To learn how Kindful can help you increase your fundraising effectiveness and teach you how to engage your support base contact us today.
Experience · 13 entries
All (13)
Investments (8)
Founder (1)
Board (8)
2024
Board Member
Apr 2024
Citibot provides tools for citizens and their governments to use for efficient and effective communication and civic change. Using smart text messaging and web chat technology, Citibot helps residents get answers to questions, report issues, send messages directly to staff, and receive real-time alerts.
2022
P
Board Member
Feb 2022
ProTrustee is philosophically a forward-thinking, modern wealthtech company. We specialize in trust administration, fiduciary best practice workflows and continuously embedded compliance. Open architecture allows for seamless integrations, empowering trust officers to be the best fiduciaries for their clients. Your most regulated, litigious, and riskiest line of business should not be underserved. ProTrustee helps bank trust departments, trust companies, and family offices increase operational efficiency and transparency, while lowering compliance costs. Unleash the potential of your trust AUM and increase stakeholder value across the firm.
Board Member
Jan 2022
At Case Status, we understand that the satisfaction of your clients is vital to the success of your law firm. They are your most valuable asset, and the experience you provide them can make all the difference. Without effective communication channels, you may not even be aware of their frustrations and potential to churn. Thats where Case Status’ client focus comes in.
We offer a comprehensive Client Experience platform that keeps your clients informed and engaged in a way they prefer and scales best for your firm. Our highly-rated mobile app is designed to be simple and user-friendly. By leveraging automation and integrating seamlessly with your case management software, our solution streamlines communication processes, saving you valuable time while delivering enhanced value and availability to your clients.
With Case Status, you will closely monitor client satisfaction and proactively drive firm growth through positive reviews and referrals. Our SaaS platform is tailored to meet all your firms client satisfaction needs, empowering you to achieve your goals and elevate your client experience to new heights.
2020
Board Member
Jan 2020
The #1 Direct Messaging Fundraising solution, built for nonprofits of all shapes and sizes.
Simplify Lead Generation. Automate Engagement. Drive Revenue. Repeat.
2019
Board Member
Oct 2019
PunchListUSA is a real estate technology platform that makes home repairs, renovations, and lifecycle services hassle-free for homebuyers, sellers, real estate professionals, and institutional investors. We provide quick, accurate, and transparent online pricing, skilled tradesmen and women available on-demand, start-to-finish project coordination and management of every project, and a one-year warranty that stays with the home.
Show all 13 entries ↓
Investment activity
2019–2024 · 8 investments
Recent (last 2 years)Earlier
