4
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0
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1
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Portfolio
3 investments · sorted by recency
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Investor
Mar 2022
Nada is an award-winning fintech and investment platform on a mission to unlock the wealth trapped within the $30 trillion home equity market for homeowners and investors. As the first company qualified by the SEC to issue city-specific shares of home equity, Nada’s Cityfunds product provides investors with direct access to the home equity market. By investing in the equity of homes, Nada is providing homeowners with immediate liquidity without the burden of added debt or monthly payments.
Nadas innovative platform aligns individual investors with homeowners to build and preserve their wealth through the power of home equity.
….
Securities offered through Finalis Securities LLC Member FINRA / SIPC. Nada Holdings Inc. and Finalis Securities LLC are separate, unaffiliated entities.
Investor
Aug 2021
SnapDNA:
Superior on-site food testing with AI-driven analytics. We solve business-critical problems by streamlining the supply chain, increasing company margins, and reducing the financial exposure from recalls.
Our TrueRapid™ testing:
• Eliminates the need to store finished products while waiting for test results
• Huge operational cost savings for food companies
• Proven successful in paid pilots with multinational food companies
• Confirmed in USDA peer-reviewed publication
• Enables on-site and in-field analysis, almost anywhere by almost anyone - no lab or technical skills needed
• Fundamental new technologies for DNA/RNA analysis
• Meets every requirement of lab testing
For more information visit https:/www.snapdna.com
Board Member
Nov 2020
Truth Be Told is a 501(c)(3) non-profit service organization.
Our Mission:
Provide transformational programs through self-discovery for women who are or have been incarcerated resulting in increased self-worth, accountability, and positive contributions to society.
Our Vision:
A society where all justice involved women are restored to integrity, thereby breaking the cycle of incarceration.
Our Values:
Truth Be Told CARES
Community, Authenticity, Respect, Empathy, Strength
Experience · 9 entries
All (9)
Investments (4)
Founder (2)
Board (2)
2023
Chief Executive Officer
Jan 2023
We help trades businesses from $1M to $50M+ scale faster with fully embedded offshore operators.
Hiring great talent is a second full-time job. And most offshore staffing partners? Too generic. Too hands
off. Too much cleanup on your end.
So we built something different:
* Full-cycle staffing for admin roles in trades (plumbing, HVAC, roofing, etc.)
* Operators who think, not just do: trained to improve systems, not wait for instructions
* Clear KPIs, structured onboarding, and embedded support so you dont have to micromanage
* Ongoing upskilling and support to drive continuous improvement
Heres what sets our people apart:
They make you easier to work with.
Our operators are trained in remote excellence: clear communication, proactive follow-up, managing up.
They become someone you trust, not someone you check in on.
They make your business more efficient.
From ChatGPT prompts to workflow automation, we train our operators to use the tools already in your
stack. They reduce your workload and raise your ceiling.
Today, our team supports dozens of 7- and 8-figure operators with high retention offshore teams that free
up their time, lower their payroll costs, and increase leverage.
Want to see whats possible? Lets chat!
Chief Executive Officer
Jan 2023
Offshore Launch helps blue collar businesses offload admin to AI-powered virtual assistants—so you can scale faster, pay local technicians more, and keep your best people.
We staff highly skilled VAs for trades and home service businesses, handling repetitive admin tasks so you and your team can focus on high-value work.
🔹 Reduce administrative overload & free up your time
🔹 Retain top local talent by increasing pay & reducing burnout
🔹 Cut overhead without sacrificing quality
🔹 Streamline operations with AI + human expertise
When you offload admin, your business runs smoother, your techs stay longer, and you get back time to focus on growth.
2022
Board Member, Austin-Travis County Food Policy Board
Dec 2022
An award-winning employer, the City of Austin has a Council-Manager form of government and employs 13.8K employees. The City Manager, appointed by the City Council, is responsible to the Council for the management of City employees, and for the administration of all City affairs.
In order to achieve the vision of making Austin the most livable city in the country, Austin’s city government’s mission is to be the best-managed city in the country. The City continues to implement its best‐managed mission through transparent business practices, excellence in public service, innovative leadership, and providing services that are reliable, safe, efficient, and above national standards.
The Austin metro area population is more than 2 million people. Geographically, Austin consists of approximately 326 square miles.
Austin is nationally recognized as a great place to live due in part to its diverse population, as well as its promotion of a year-round outdoor active lifestyle. Austin’s quality of life has become its biggest economic development engine, and the City’s diverse demographic structure serves to support and enrich its quality of life. Austin is fortunate to offer a host of broad-ranged educational opportunities as host to six universities, a robust community college system, and numerous other institutions of higher learning.
Investor
Mar 2022
Nada is an award-winning fintech and investment platform on a mission to unlock the wealth trapped within the $30 trillion home equity market for homeowners and investors. As the first company qualified by the SEC to issue city-specific shares of home equity, Nada’s Cityfunds product provides investors with direct access to the home equity market. By investing in the equity of homes, Nada is providing homeowners with immediate liquidity without the burden of added debt or monthly payments.
Nadas innovative platform aligns individual investors with homeowners to build and preserve their wealth through the power of home equity.
….
Securities offered through Finalis Securities LLC Member FINRA / SIPC. Nada Holdings Inc. and Finalis Securities LLC are separate, unaffiliated entities.
Show all 9 entries ↓
Investment activity
2020–2022 · 4 investments
Recent (last 2 years)Earlier
