3
Total investments
0
Early stage
0
Mid stage
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Late stage
8y
Years active
Experience · 5 entries
All (5)
Investments (3)
Founder (1)
2023
Founder & CEO
2023
Wealthgrade is on a mission to empower and liberate people by increasing transparency and awareness of one’s social financial ranking. Wealthgrade is a new social financial benchmark that enables financial comparison at scale to motivate & gamify financial wellness for all.
On Wealthgrade, you can see where you stack up financially compared to other people. You can chat with other users to share ideas and build relationships with other people who are striving for a brighter financial future.
It’s time to finally know your worth.
Download Wealthgrade on the Apple App Store and join a community of financial champions!
2020
Debt Investor
2020
Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors.
As of January 1, 2026, Golub Capital had over 1,100 employees and over $90 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe, Asia and the Middle East.
For more information, please visit golubcapital.com.
Managing Director
2020
Bastiat Partners is a new breed of investment and merchant bank that specializes primaries, secondaries, and co-investment opportunities in the private markets, catering to a unique coverage universe of 250+ family offices, VCs, and crossover hedge funds.
While sector generalists, the Firm specializes in fast-growing technology and technology-enabled businesses, advising companies on primary capital raises and creating liquidity events for founders and early investors via secondary transactions. The Firm also advises fundless sponsors and GPs on co-investment opportunities. Bastiat Partners is headquartered in Los Angeles.
Securities offered by Hollister Associates, LLC, Member FINRA/SIPC. Bastiat Partners and Hollister Associates, LLC are not affiliated companies.
2018
Equity Investor
2018
Mill Road Capital is a private investment firm focused on investing in and partnering with publicly traded micro-cap companies in the U.S. and Canada. Since its founding in 2004, the firm has successfully executed its investment strategy of identifying and partnering with management teams that are focused on long term value creation. Our current portfolio consists of companies in a broad range of industries, including retail, manufacturing, business services, and consumer products.
Investment activity
2018–2020 · 3 investments
Recent (last 2 years)Earlier
