6
Total investments
1
Early stage
0
Mid stage
0
Late stage
20y
Years active
Portfolio
1 investments · sorted by recency
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Late stage
Investor/Board Member
2012
CollegeMapper provides free online college guidance counseling to high school students and parents worldwide. Using our personalized system, students are guided through custom tasks on a monthly basis starting as early as 8th grade. We guide students through every part of the process of preparing for college admissions, choosing colleges, and applying to colleges.
Experience · 6 entries
All (6)
Investments (6)
Board (5)
2016
U
Ultrata
Investor, Board Member
Dec 2016
S
Switch
Investor, Advisory Board Member
May 2016
2012
Investor/Board Member
2012
CollegeMapper provides free online college guidance counseling to high school students and parents worldwide. Using our personalized system, students are guided through custom tasks on a monthly basis starting as early as 8th grade. We guide students through every part of the process of preparing for college admissions, choosing colleges, and applying to colleges.
2011
B
Board Member
Jan 2011
Avantax, Inc. (NASDAQ: AVTA), formerly Blucora, Inc., delivers tax-focused wealth management solutions for Financial Professionals, tax professionals, and CPA firms, supporting our goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. We have two distinct but related models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Want to find out more about Avantax and our multiple affiliation models for Financial Professionals, tax pros and accounting firms? Find out more here: www.avantax.com/join-us
Neither Avantax Wealth Management® nor its subsidiaries provide or supervise tax or accounting services. Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Please visit https://www.avantax.com/about/legal-compliance-policies/social-media-policy for more information.
2007
Investor, Board Member
2007
Since our inception as a local document copy shop in 1995, Lighthouse has evolved with the legal technology landscape, anticipating the trends that shape legal practices, information management, and complex eDiscovery.
Over time, we’ve built our own technology to increase efficiency and address gaps. We’ve brought leading providers Discovia and H5 under the Lighthouse umbrella to expand our investigations and review capabilities. We also have lasting partnerships with leading vendors like Relativity, Brainspace, and Nuix, creating best-in-class workflows boosted by exclusive Lighthouse features. Most importantly, Lighthouse combines innovation, expertise, and a commitment to partnership in every service we provide.
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Investment activity
2006–2016 · 6 investments
Recent (last 2 years)Earlier
