6
Total investments
2
Early stage
1
Mid stage
1
Late stage
13y
Years active
Portfolio
4 investments · sorted by recency
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Investor/Board Member
Jun 2016
BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer benefits.
BrightPlan’s mission is to make financial success attainable for everyone. The BrightPlan solution includes an AI-powered digital platform combined with experienced financial advisors. This unique combination of digital and human expertise is used by thousands of employees and supports each aspect of personal financial and wealth management from - financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer.
BrightPlan guides each employee to identify their unique financial goals and create a plan to achieve them. Personalized recommendations, supported by digital and human advice, set employees up to become and stay financially well. With tailored financial education, employees better understand and maximize corporate benefits, increasing employee engagement and retention.
The BrightPlan employer dashboard provides objective insights into the financial wellbeing of your employees, with actionable strategies for continued improvement.
Investor/Board Observer
Dec 2015
Euclid has built technology that harnesses Wi-Fi data to create more efficient, relevant and compelling experiences in the physical world.
Board Member
Sep 2015
Clustrix provides the leading scale-out relational database engineered for the cloud or data center. In September 2018, Clustrix was acquired by MariaDB Corporation.
Investor/Advisor
Oct 2014
Kodiak Data is an edge-cloud solution provider enabling customers to easily deploy and scale big data infrastructure in both private and hybrid clouds. Designed from the ground up to meet the needs of Big Data, our data-optimized clouds deliver on the promise of the public cloud’s agility with even greater simplicity and flexibility, combined with much lower costs. The Kodiak Data platform is the only solution that can create, within minutes, virtual clusters for cloud, data and storage services that run at memory-speed, and scale dynamically to the needs of big data applications and processing.
Experience · 13 entries
All (13)
Investments (6)
Board (5)
2025
Strategic Partner
Jun 2025
North Equity is a private investment firm at the forefront of AI transformation, strategically investing in market-defining companies pioneering cutting-edge AI technology, as well as AI-ready enterprises poised for transformative growth. North invests at every stage, from seed to growth to majority buyout, supporting startups at the forefront of AI innovation as well as established companies positioned to benefit from its implementation.
2022
Senior Advisor
Mar 2022
Brightstar Capital Partners is a middle-market private equity firm with more than $5bn AUM focused on control-oriented investments in business services, industrials, technology, media & telecom, and financial services companies. Brightstar combines hands-on operational value creation with the disciplined deployment of artificial intelligence to support execution, productivity, and decision-making across its portfolio.
2018
Senior Advisor
May 2018
We back early-stage B2B companies from Series A onwards in Europe and the US, focusing on enterprise software, industrial technology, cybersecurity, and edge & data infrastructure — sectors at the forefront of the convergence of the digital and physical worlds.
Since our founding in 2005, we’ve grown to over $1.6B in AUM and have invested in more than 100 companies, including 18 unicorns and 11 IPOs.
Our current portfolio includes ANYbotics, GrayMatter Robotics, The Exploration Company, Lime, GetYourGuide & SecurityScorecard, while our exits include Deliveroo, Xiaomi, Moovit, Kaltura, and many more.
2016
Senior Advisor
Dec 2016
Global Bridge Capital is a leading global technology growth capital firm, focused on helping leading US tech companies to access the Asia and Greater China markets.
P
Prumentum Group, Inc.
Investor/Board Member
Jun 2016
Show all 13 entries ↓
Investment activity
2013–2016 · 6 investments
Recent (last 2 years)Earlier
