6
Total investments
2
Early stage
1
Mid stage
2
Late stage
18y
Years active
Portfolio
5 investments · sorted by recency
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Mid stage
Late stage
Board Member
Nov 2025
ShipCalm is a third-party operations company that provides technology, logistics, and professional services for omnichannel brands. Our mission is to make our customers more successful by removing barriers to growth, improving unit economics, and improving end customer happiness.
Founding Investor, Fractional CFO
Jan 2020
At Robin, we believe nothing should get in the way of the time doctors and patients spend together. Since 2017, we’ve been on a mission to remove barriers to health.
Using a combination of cutting-edge technology and human expertise, we’re creating a more direct path to care. Robin takes on the administrative burdens of medicine so doctors can reclaim their time and control over their practice.
We’re a bunch of incredibly smart, driven, problem-solving people on a mission to change the future of healthcare. We can’t do it alone. Check out our job listings to see if there’s a fit and come join us: robin.co/careers.
Board Member
Sep 2019
We are Amino Health, the leading data-driven healthcare guidance platform that makes it easy for plan members to navigate their unique benefits to find proven, trustworthy care for their specific needs.
Partnering with health plans, third-party administrators, benefits administrators and concierge care vendors, Amino connects members to high-value providers and facilities at three times the rate of the baseline population, driving cost savings, increased member satisfaction, and improved health outcomes.
Founding Board Member
Jan 2019
We provide a done-for-you business intelligence platform to help you achieve your business goals.
Bookkeeping
We reconcile bank balance to Quickbooks Balance every day.
Business Intelligence
We build a Weekly Data Warehouse with data from all your business systems.
Forecasting & Strategy
We focus on your revenue engine and your LTV to CAC ratio weekly, GAAP monthly and Tax annually.
Model
We start by building your Model of your company so we can see way into the future
WE WORK WITH:
Dynamic rapidly growing companies from founding through $100 million in revenue.
This includes companies from seed stage and beyond in healthcare, education, technology enables services, software-as-a-service and more. If you have a business that you’d like to grow we can help you focus on the metrics that matter most.
Experience · 14 entries
All (14)
Investments (6)
Founder (7)
Board (5)
2025
Board Member
Nov 2025
ShipCalm is a third-party operations company that provides technology, logistics, and professional services for omnichannel brands. Our mission is to make our customers more successful by removing barriers to growth, improving unit economics, and improving end customer happiness.
2021
Co-Founder
Jan 2021
We provide a done for you business intelligence platform to help you achieve your business goals.
Bookkeeping, Business Intelligence & CFO System
2020
Co-Founder, Managing Director
Jan 2020
Phoenix Strategy Group (PSG) is an FP&A and management advisory and investment firm that helps growth-stage entrepreneurs turn their ideas into successful businesses. We primarily help founders and businesses create liquidity through our direct acquisition. For founders or businesses not looking for an immediate exit, we also offer a range of services, including bookkeeping, FP&A, and strategic business development, to help founders create solid foundations for their companies. This way, the founders and businesses are well-prepared when the exit opportunity arises.
Additionally, we provide access to our network of investors and industry experts to help founders secure the funding they need to grow and scale their businesses. Our team of experienced advisors works closely with each founder to understand their unique needs and goals, and we tailor our services to meet those needs and help founders achieve success.
In the past 12 months, we have helped many businesses raise over $200mm+ in funding through venture capital and private equity and created over $1b+ in company valuations. Weve also increased revenue by average 20%+ monthly consistently with our methodologies.
As founders in many businesses ourselves, we advise our companies on how to prepare businesses for sale, find buyers and equity partners, raise venture financing, re-capitalize with debt and equity, and structure their businesses to reduce taxes on sales. We also help scale the company from single digit to $100mm+ in revenue for the founder, not looking for an immediate exit.
Our projects are designed to achieve concrete goals for your business based on careful analysis of your companys data. Contact us to find out how a Phoenix project could take your business to the next level.
Founding Investor, Fractional CFO
Jan 2020
At Robin, we believe nothing should get in the way of the time doctors and patients spend together. Since 2017, we’ve been on a mission to remove barriers to health.
Using a combination of cutting-edge technology and human expertise, we’re creating a more direct path to care. Robin takes on the administrative burdens of medicine so doctors can reclaim their time and control over their practice.
We’re a bunch of incredibly smart, driven, problem-solving people on a mission to change the future of healthcare. We can’t do it alone. Check out our job listings to see if there’s a fit and come join us: robin.co/careers.
Co-Founder, Fractional CFO
Jan 2020
A form of branded venture capital directed with the intention to elevate the human frequency by expanding perspectives and showcase interconnectivity; oneness.
Show all 14 entries ↓
Investment activity
2008–2025 · 6 investments
Recent (last 2 years)Earlier
