10
Total investments
4
Early stage
2
Mid stage
0
Late stage
16y
Years active
Portfolio
6 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Advisor/Investor
Jan 2024
Savology is helping Americans save more and better prepare for their financial future with personalized financial planning and digital financial wellness benefits.
Advisor/Investor
Jan 2024
ASA is an embedded finance platform that connects financial institutions with customer-facing fintechs in a secure, compliant and easy to implement marketplace. With ASA, banks and credit unions are innovating more quickly, fintechs are scaling more easily and end users are empowered to take control of their data and finances.
Investor
Jan 2022
RevRoad Capital is a seed-stage venture fund designed to scale founders faster and help them drive more value for customers, employees, and investors. In collaboration with RevRoad, a sweat equity firm for early-stage companies, we combine our deep operational experience with a commitment to keeping our promises to help founders allocate capital, build high-performing teams, prevent premature scaling, and enlist the help of others to scale their businesses. We’re not just passive investors; we actively participate in the startup journey, matching our capital with expertise. Founders drive. We help navigate. Let’s scale together.
Investor
May 2012
Carolina Park is a 1700-acre master planned community where recreation, shopping, education, and gracious family living all reside in a unique park-like setting. A thoughtful mix of public and private spaces lends to the rich texture and inspiring energy of this growing community. Carolina Park is more than Mount Pleasants newest and most dynamic community; its the ideal place for you to call home.
Investor
May 2010
ARTIO MEDICAL is developing innovative new medical devices to treat important unmet medical needs for large, global peripheral vascular, neurovascular, and structural heart markets. These products have the potential to enable physicians to perform better, safer, and faster procedures, while improving patient outcomes and reducing costs. For more information, please visit www.artiomedical.com.
Experience · 16 entries
All (16)
Investments (10)
Founder (4)
2025
2024
Capital Markets Consultant
Aug 2024
Portland Foreside Development Companys vision is to see the 10 acre 58 Fore Street property reach its full potential as a revitalized waterfront neighborhood. The adopted Master Development Plan represents a thoughtful vision by a local team that will bring additional housing, office space, hotel lodging, restaurants, local and national retail, and impeccably designed outdoor spaces to promote communal gathering economic stimulus and job growth to the City of Portland.
Advisor/Investor
Jan 2024
Savology is helping Americans save more and better prepare for their financial future with personalized financial planning and digital financial wellness benefits.
Show all 16 entries ↓
Investment activity
2010–2024 · 10 investments
Recent (last 2 years)Earlier
