1
Total investments
1
Early stage
0
Mid stage
0
Late stage
3y
Years active
Portfolio
1 investments · sorted by recency
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Investor
2023
Asseta AI is The Intelligent Family Office Suite™, an intelligent platform designed for family offices.
Experience · 3 entries
All (3)
Investments (1)
2024
Managing Partner
2024
Accretive Partners is a boutique investment bank focused on founder-led, emerging growth companies in Technology, Healthcare, and Business Services. We partner with entrepreneurs and management teams to help them evaluate their strategic alternatives. Accretive Partners has offices in Salt Lake City and New York City.
2023
Private Equity
2023
Summit Partners is a global alternative investment firm with capital dedicated to growth equity, fixed income, and public equity opportunities. The Summit Partners’ strategy is grounded in a foundational belief that profitable growth is the most reliable path to building a durable business and creating long-term value. For four decades, the Summit team has focused on partnering with and powering the growth of great people and great companies. Summit invests across growth sectors of the economy and has invested in more than 550 companies in technology, healthcare, and other growth industries including financial services, consumer, business services and industrial technology. These companies have completed more than 175 public equity offerings, and more than 250 have been acquired through strategic mergers and sales. Summit maintains offices in North America and Europe and invests in companies around the world.
Investor
2023
Asseta AI is The Intelligent Family Office Suite™, an intelligent platform designed for family offices.