6
Total investments
1
Early stage
2
Mid stage
0
Late stage
7y
Years active
Portfolio
5 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Strategic Advisor and Investor
May 2024
The worlds leading regulated organizations trust Liminal to securely enable generative AI anywhere work gets done. With Liminal, organizations can safely empower employees to experience the productivity benefits of generative AI across any website, application, and platform, while providing unparalleled data protection, observability, and governance.
Strategic Advisor and Investor
Mar 2021
Lynx is an API-connected healthcare payments, banking, and e-commerce platform that enables companies to embed customizable health-fintech solutions into their customer experience to improve affordability, drive health engagement, and enhance financial security.
Investor
Mar 2021
ZealCare empowers individuals with complex chronic diseases to live the life they want. Our whole-person, tech-enabled disease management company partners with accountable care organizations and health systems to offer the next-gen approach to care for their most complex patients. ZealCares product suite, powered by high-touch, hyper-personalized programs, delivers meaningful outcomes and cost savings through lasting behavior change using the powerful combination of personalized health care, integrative health coaching, and peer-to-peer support. The company was founded in 2020 by Dr. Ralph Snyderman, coined the "father of personalized medicine" by the Association of American Medical Colleges, and Dr. Connor Drake. ZealCare is led by Maureen OConnor, health care entrepreneur and former Blue Cross Blue Shield North Carolina executive. To learn more, please visit www.zealcare.com.
Investor
Mar 2021
Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the country.
We make wealth creation tailored and convenient through innovative technology and exceptional client service.
Our Client: Seeks service, stewardship, and solutions once only accessible to the ultrawealthy. We are your financial steward, here to support you every step of the way.
Through our carefully curated ecosystem, we vet advisors who can offer you personal, conscientious guidance to grow your wealth.
Our Advisor Network: Includes only the most qualified aligned-interest advisors in the country. Zoe’s Seal of Approval is granted to advisors who successfully pass our rigorous Vetting Process.
Our network of Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their financial lives, and grow their wealth.
Zoe is backed by $16.3M from SoftBank as well as Top Operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash.
Our Team’s Core Values
1. Put the client first
The first question we ask ourselves is “How does this help the client?”
2. Act like an owner
We're fully accountable for our actions and the first to own up to our mistakes.
3. Build like a teammate
We value collaborative efforts and give credit to others.
4. Have a growth mindset
We worry less about looking smart and put more energy into learning through hard work and feedback.
5. Show grit
We are resilient and adaptable. We’re passionate about achieving your goals.
6. Be optimistic
To achieve the unachievable, we’re confident about the future.
7. Act with urgency
We don’t leave for tomorrow what can be done today
8. Drive impact
We accomplish amazing amounts of meaningful work consistently and make our colleagues better.
Strategic Advisor and Investor
2019
We’ve designed a unique platform for entrepreneurs with a proven track record and domain expertise to start their next business by combining access to venture capital investment, hands-on support, and a vast network of partners.
Since 2016, Diagram has raised over $400M and has launched/invested in 25+ companies. Our ecosystem is home to 200+ angel investors and an extended global network of corporate partners, investors, and builders. Diagram is part of Sagard, a global multi-strategy alternative investment platform with over US$40B in AUM.
Experience · 10 entries
All (10)
Investments (6)
Board (1)
2026
Board of Governors
Feb 2026
ICI is the leading association representing the asset management industry globally in service of individual investors. ICI’s members include mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in other jurisdictions.
2024
Strategic Advisor and Investor
May 2024
The worlds leading regulated organizations trust Liminal to securely enable generative AI anywhere work gets done. With Liminal, organizations can safely empower employees to experience the productivity benefits of generative AI across any website, application, and platform, while providing unparalleled data protection, observability, and governance.
2023
Board Member
Dec 2023
The Ireland Funds is a global philanthropic network established in 1976 to promote and support peace, culture, education and community development throughout the island of Ireland, and Irish-related causes around the world. With chapters in 12 countries, The Ireland Funds has raised over $600 million for deserving causes in Ireland and beyond, benefiting more than 3,200 different organizations.
2021
Strategic Advisor and Investor
Mar 2021
Lynx is an API-connected healthcare payments, banking, and e-commerce platform that enables companies to embed customizable health-fintech solutions into their customer experience to improve affordability, drive health engagement, and enhance financial security.
Investor
Mar 2021
ZealCare empowers individuals with complex chronic diseases to live the life they want. Our whole-person, tech-enabled disease management company partners with accountable care organizations and health systems to offer the next-gen approach to care for their most complex patients. ZealCares product suite, powered by high-touch, hyper-personalized programs, delivers meaningful outcomes and cost savings through lasting behavior change using the powerful combination of personalized health care, integrative health coaching, and peer-to-peer support. The company was founded in 2020 by Dr. Ralph Snyderman, coined the "father of personalized medicine" by the Association of American Medical Colleges, and Dr. Connor Drake. ZealCare is led by Maureen OConnor, health care entrepreneur and former Blue Cross Blue Shield North Carolina executive. To learn more, please visit www.zealcare.com.
Show all 10 entries ↓
Investment activity
2019–2024 · 6 investments
Recent (last 2 years)Earlier
