14
Total investments
5
Early stage
2
Mid stage
2
Late stage
13y
Years active
Portfolio
10 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
B
Board Member
Mar 2021
Brightlight is an investment management firm committed to delivering world-class solutions for values-led investors.
Our approach to investing is centred on a fundamental belief that capital markets have the power to unlock economic value while also achieving deep social and environmental impact.
We build portfolios and products across the responsible, ethical and impact investment spectrum to positively transform lives.
E
Board Member
Dec 2020
Founded in 2017, EverSource Wealth Advisors® launched to help financial advisors achieve independence inside a culture that matched their values. With the EverSource Total Support System℠, advisors experience more freedom to focus on what they love most without sacrificing capabilities or compensation.
EverSource serves advisors, advisory teams, Independent RIA firms and CPA firms. We help reduce the complexity of running a business by providing practice management consulting, middle office support, access to top technology and more. Beyond operational and technical advantages, advisors embrace a community of like-minded peers who are leaders in the industry.
We are passionate about allowing advisors to run their practices as they desire. We know the benefits of independence and seek to provide it for our clients and their clients. We help advisors focus on what really matters so they can smile at their future.
EverSource Wealth Advisors® | Investment advice offered through EverSource Wealth Advisors, a Registered Investment Advisor. EverSource Wealth Advisors may only conduct business with residents of states in which the company and its advisors are properly registered.
Disclosure:
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation.
Board Observer
Dec 2020
Basesix is a technology integrator. With a broad brush, we take buildings, campuses, and environments and make them safer, smarter, and simple. We do that by combining our people and their talents with products designed for a purpose. Our customers supply the need or desire, and we take it from there.
Basesix sounds like “basics”, and its not a mistake. Our experience has taught us that bigger isn’t always better, and in many cases the basics get lost when company processes get in the way. Innovation, imagination and problem solving become non existent, because there is a pre-defined process for most all situations that has to be followed. The leadership of Basesix encourage the fundamentals that make our company and our interactions enjoyable, manageable, simple, celebrated, and most of all, adaptable to what is needed. Big companies often lose their sense of personal service, because processes and software take the place of human interaction. Being nimble allows Basesix to do what others can’t, both for clients and employees.
Board Observer
Dec 2019
CloudFactory is a human-in-the-loop AI data platform company that helps AI leaders like Microsoft, Mitsubishi, Ibotta, and Expensify achieve AI advancements that drive innovation and deliver business value by bridging the gap between AI model development and real-world success.
Founded in 2010, CloudFactory is on a mission to empower talented people around the world to become the skilled humans in the loop vital for unlocking AIs full potential. We’re on four continents, with offices in the UK, US, Germany, Kenya, and Nepal. To learn more, visit www.cloudfactory.com.
Board Observer
Jan 2019
GoCheck’s apps detect common vision disorders early, while they can still be treated.
Our first product, GoCheck Kids, serves over 6,000 pediatric teams in the U.S. and Europe in their quest to prevent vision impairment, the most prevalent disabling condition among children in the U.S. and many countries. Vision diseases usually lead to compromised learning, blindness, and even death. GoCheck Kids made early screening affordable, reducing the cost by over 60% by leveraging the iPhone’s manufacturing scale. It’s also FDA-registered and CE certified.
Eight of the leading childrens hospitals (e.g. Boston Children’s, Stanford, CHLA, Texas Childrens) voted GoCheck the #1 global pediatric health startup at SXSW 2018.
Our Co-Founder and Chief Innovation Officer is David Huang, co-inventor of Optical Coherence Tomography, the most widely used diagnostic in ophthalmology. GoCheck is backed by Interwest Partners (90 IPOs) and Marc Benioff (Salesforce founder/CEO).
Board Member
Dec 2014
Tada is a leading game-changing loyalty & rewards platform, providing innovative solutions to improve retention among channel partners, customers, and employees, and drive growth for businesses.
Founded in 2012, Tada has amassed extensive expertise and a robust portfolio in the loyalty and rewards space. With a focus on creating engaging and rewarding ecosystems, we have successfully partnered with over 200 local and global brands, demonstrating our expertise and commitment to delivering exceptional solutions to our clients
Our products:
1. Tada Loyalty
Our progressive and digitally empowered loyalty platforms are built on winning channel incentive and customer loyalty strategies which enable you to develop profitable relationships with your most valuable stakeholders.
2. Tada Reward
Delight your loyal channel partners, customers and employees with more than 1.000 options of rewards and a seamless redemption experience.
3. Tada Gifting
Manage an end-to-end process of gifting and rewarding your most valuable stakeholders from one single dashboard
Our client industry sectors:
*FMCG
*Automotive (lubricant, sparepart, vehicle)
*Construction (building material & home improvement)
*Consumer electronics
*Financial Institution (banking & fintech)
*Retail (modern trade, modern trade independent)
*Insurance
*Health service (clinic, beauty, wellness)
*F&B
*Fashion & Lifestyle
*Technology/Digital
*Home Appliances
*Education
*Transporation/Logistics
*Media & Services
Non-Executive Board Member
Dec 2014
Tada is a leading game-changing loyalty & rewards platform, providing innovative solutions to improve retention among channel partners, customers, and employees, and drive growth for businesses.
Founded in 2012, Tada has amassed extensive expertise and a robust portfolio in the loyalty and rewards space. With a focus on creating engaging and rewarding ecosystems, we have successfully partnered with over 200 local and global brands, demonstrating our expertise and commitment to delivering exceptional solutions to our clients
Our products:
1. Tada Loyalty
Our progressive and digitally empowered loyalty platforms are built on winning channel incentive and customer loyalty strategies which enable you to develop profitable relationships with your most valuable stakeholders.
2. Tada Reward
Delight your loyal channel partners, customers and employees with more than 1.000 options of rewards and a seamless redemption experience.
3. Tada Gifting
Manage an end-to-end process of gifting and rewarding your most valuable stakeholders from one single dashboard
Our client industry sectors:
*FMCG
*Automotive (lubricant, sparepart, vehicle)
*Construction (building material & home improvement)
*Consumer electronics
*Financial Institution (banking & fintech)
*Retail (modern trade, modern trade independent)
*Insurance
*Health service (clinic, beauty, wellness)
*F&B
*Fashion & Lifestyle
*Technology/Digital
*Home Appliances
*Education
*Transporation/Logistics
*Media & Services
Non-Executive Board Member
Apr 2014
iFashion is a leading venture platform company focused on investing and acquiring fashion and lifestyle e-commerce ventures based in Southeast Asia. Our corporate strategy is to aggregate businesses via mergers and acquisitions in its sectors of interest to create synergy among the businesses. We are looking to achieve rapid growth through values of collaboration, co-existance and synergistic resource-sharing.
Co-Founder and Board Member
Apr 2014
Founded in Jakarta, Summit Healthcare is a continuing medical education provider for healthcare professionals in Indonesia. Our team is comprised of qualified medical educators, advisors and consultants uniquely equipped to train. We believe these individuals to be our greatest asset.
At Summit Healthcare, we provide medical training and simulation services to healthcare facilities with a special focus on nursing staff. Nurses play a critical role as primary caregivers to patients. With the increasing range and complexity of health problems in Indonesia, we believe that the quality of care can be vastly improved through empowering these nurses.
We also provide public health education to enable both healthcare professionals and the community through our capacity as an authorized International Training Center for American Heart Association® (AHA).
Experience · 17 entries
All (17)
Investments (13)
Founder (3)
Board (13)
2024
Board Member
Apr 2024
Brotherhood Mutual insures America’s churches and related ministries. We have for more than 100 years. But there’s more. From our perspective, insurance is more than a commercial endeavor. It’s a platform to accomplish our mission: to help America’s churches and related ministries build the Kingdom.
For employment opportunities, please visit our site:
https://www.brotherhoodmutual.com/careers/employment/
2021
Board Member
Dec 2021
Chandler, AZ | Tucson, AZ | Las Vegas, NV | Albuquerque, NM | El Paso, TX | Billings, MT | Boise, ID | Salt Lake City, UT | Spokane, WA
B
Board Member
Mar 2021
Brightlight is an investment management firm committed to delivering world-class solutions for values-led investors.
Our approach to investing is centred on a fundamental belief that capital markets have the power to unlock economic value while also achieving deep social and environmental impact.
We build portfolios and products across the responsible, ethical and impact investment spectrum to positively transform lives.
2020
E
Board Member
Dec 2020
Founded in 2017, EverSource Wealth Advisors® launched to help financial advisors achieve independence inside a culture that matched their values. With the EverSource Total Support System℠, advisors experience more freedom to focus on what they love most without sacrificing capabilities or compensation.
EverSource serves advisors, advisory teams, Independent RIA firms and CPA firms. We help reduce the complexity of running a business by providing practice management consulting, middle office support, access to top technology and more. Beyond operational and technical advantages, advisors embrace a community of like-minded peers who are leaders in the industry.
We are passionate about allowing advisors to run their practices as they desire. We know the benefits of independence and seek to provide it for our clients and their clients. We help advisors focus on what really matters so they can smile at their future.
EverSource Wealth Advisors® | Investment advice offered through EverSource Wealth Advisors, a Registered Investment Advisor. EverSource Wealth Advisors may only conduct business with residents of states in which the company and its advisors are properly registered.
Disclosure:
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation.
Show all 17 entries ↓
Investment activity
2013–2024 · 14 investments
Recent (last 2 years)Earlier
