4
Total investments
2
Early stage
1
Mid stage
0
Late stage
11y
Years active
Portfolio
3 investments · sorted by recency
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Board Observer
Jul 2016
Liveoak is now a DocuSign company. The Liveoak cloud platform seamlessly integrates best-in-class video conferencing, screen-sharing and data/ID capture with forms collaboration and e-signature capabilities that let your teams deliver white-glove service to your customers. And now, the DocuSign Agreement Cloud is expanding to include these solutions.
Board Observer
Nov 2015
Developed by insurance and technology experts, InforcePRO's cloud-based solutions automate the way life insurance professionals manage their in-force book of business. Agents and brokers throughout the US and Canada use InforcePRO to centralize their book of business, automate their workflow, provide greater levels of customer service and uncover untapped revenue opportunities. Based in Austin, the company is passionate about leveraging technology and data analytics to dramatically raise the bar for the life insurance industry. For more information, visit www.inforcepro.com
Board Member
Sep 2015
Student Loan Genius is now Vault. Please visit https://www.linkedin.com/company/vaultbenefit/
Vault provides the most comprehensive software platform in the market to address the financial burden of student loan debt. Our intuitive web-based tool provides a highly secure employee experience that empowers your employees to achieve financial freedom. With the option to make contributions to your employees’ debt repayment, Vault enables you to attract and retain your valuable talent.
Experience · 9 entries
All (9)
Investments (4)
Founder (2)
Board (4)
2020
S
SolutionX LLC
Managing Director, Innovation and Acquisition Consulting
May 2020
2016
VP, Strategic Investments and Partnerships
Sep 2016
Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 150 years, we have helped our customers reach their potential and tackle lifes challenges for now and future generations to come. Today, we are one of the world’s largest financial services institutions, offering individual and institutional clients a wide array of financial products and services. With operations in the United States, Asia, Europe and Latin America, we are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies. We also have one of the most recognized and trusted brand symbols: The Rock®, an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in our industry. We offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)
Board Observer
Jul 2016
Liveoak is now a DocuSign company. The Liveoak cloud platform seamlessly integrates best-in-class video conferencing, screen-sharing and data/ID capture with forms collaboration and e-signature capabilities that let your teams deliver white-glove service to your customers. And now, the DocuSign Agreement Cloud is expanding to include these solutions.
2015
Board Observer
Nov 2015
Developed by insurance and technology experts, InforcePRO's cloud-based solutions automate the way life insurance professionals manage their in-force book of business. Agents and brokers throughout the US and Canada use InforcePRO to centralize their book of business, automate their workflow, provide greater levels of customer service and uncover untapped revenue opportunities. Based in Austin, the company is passionate about leveraging technology and data analytics to dramatically raise the bar for the life insurance industry. For more information, visit www.inforcepro.com
P
Personal BlackBox Company, PBC
Board Observer
Nov 2015
Show all 9 entries ↓
Investment activity
2015–2016 · 4 investments
Recent (last 2 years)Earlier
