2
Total investments
1
Early stage
1
Mid stage
0
Late stage
4y
Years active
Portfolio
2 investments ยท sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor and Advisor
Aug 2025
Retention Brands makes controlling investments in specialty online retailers & consumer products brands with unique market niches and loyal customers with annual direct-to-consumer sales of at least $5 million.
Investor and Advisor
Nov 2022
Sertis is an MGA built on 50+ years of combined insurance experience at globally recognized re/insurance organizations. We use proprietary risk assessment innovation built on millions of data points and integrated into a leading property management solution to provide AM Best A- rated multifamily insurance with risk-accurate pricing to agents and brokers located across the U.S.
We empower brokers and agents to provide even greater value to multifamily owner operator clients with a solution that allows them to better protect their assets. Clients gain access to tools that give them visibility into property manager activities in a single dashboard. It also helps us provide favorable terms and conditions to owners who are committed to superior risk management.
Our mission is to empower brokers and agents to offer stable and affordable multifamily insurance to their clients.
Experience ยท 4 entries
All (4)
Investments (2)
2025
Investor and Advisor
Aug 2025
Retention Brands makes controlling investments in specialty online retailers & consumer products brands with unique market niches and loyal customers with annual direct-to-consumer sales of at least $5 million.
2022
Investor and Advisor
Nov 2022
Sertis is an MGA built on 50+ years of combined insurance experience at globally recognized re/insurance organizations. We use proprietary risk assessment innovation built on millions of data points and integrated into a leading property management solution to provide AM Best A- rated multifamily insurance with risk-accurate pricing to agents and brokers located across the U.S.
We empower brokers and agents to provide even greater value to multifamily owner operator clients with a solution that allows them to better protect their assets. Clients gain access to tools that give them visibility into property manager activities in a single dashboard. It also helps us provide favorable terms and conditions to owners who are committed to superior risk management.
Our mission is to empower brokers and agents to offer stable and affordable multifamily insurance to their clients.
2017
CFO & Executive Business Partner | Sustainable Growth | Strategic Advice
Jul 2017
The original sock with a pocket. We create, innovate and design fun and functional socks unlike any other sock in the world. Great for travel, sports, making a statement and every day security - Pocket Socks is a must have in everyones sock drawer.
2011
Business Partner | Operations Leadership | Strategy Development | Financial Advice
Jan 2011
We produce unique direct mailers for local and national advertisers. Clients range from Fortune 100 companies, expansive franchisees to local mom & pops. Our local advertising program, Monthly Targets, build and sold to national competitor.
