28
Total investments
9
Early stage
14
Mid stage
1
Late stage
17y
Years active
Portfolio
24 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Aug 2024
⚡️Advisor-first RIA platform | Save 19 hrs/ week on manual middle + back office workflows to scale your book and advisory practice 20%+ |
🔐 Independent advisors deserve leverage, not lock-in |
🧑🏽💻 Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest.
1️⃣ 65+ advisor transitions executed—digital ACAT, same-day client onboarding.
2️⃣ $2.2B+ client assets; backed by over $105M in venture capital from Industry Ventures, Thrive Capital, Vestigo Ventures, Euclidean Capital, Canvas Ventures, The House Fund, Brewer Lane, and others.
3️⃣ Practice management, marketing, and family-office tax & estate tools in one login
Book a confidential demo → https://savvywealth.online/li-advisor
Form ADV & disclosures → https://adviserinfo.sec.gov/firm/summary/318493
Board Member
Feb 2024
Built by retailers for retailers, MasonHub combines the best supply chain technology with expert fulfillment services so beauty, fashion, and wellness brands can sell more and worry less.
Board Member
Jan 2024
Marvin is the leading mental health service made for physicians, nurses, and other healthcare professionals.
Our team of top-rated MD-level psychiatrists, PhD-level psychologists, and masters level clinicians offer 24/7 care that is 100% confidential and protected.
Stay connected with us:
Website: https://www.meetmarvin.com/
Blog: https://www.meetmarvin.com/blog
Instagram: instagram.com/joinmarvin
Facebook: facebook.com/joinmarvin
Board Member
Oct 2022
XP Health is a digital-first vision platform focused on eye exams and eyewear that uses customer-centric design and technology to be more affordable, accessible, and provide a better member experience. XP Health was founded to combat the often confusing, expensive, and frustrating experiences common with vision insurance. The company was named to Fast Company’s list of “The Worlds Most Innovative Companies,” and in 2022 expanded from 30 to 1500+ customers.
Board Member
Jul 2022
Particle Health: engineered by engineers for engineers
Particle is shaping the new standard for healthcare data exchange with a user-friendly API platform. We create intuitive experiences for developers, build scalable infrastructure product teams love, and collaborate with innovative leaders launching data driven healthcare solutions
Our mission is to enable simple and secure access to actionable healthcare data for digital health innovators.
Unofficially? We also intend to #destroythefaxmachine
Board Member
Sep 2021
Pine Park Health is redesigning primary care at home for residents of seniors living communities with a value-based approach. We offer services directly in residents homes, including preventative care, chronic condition management, and laboratory tests. Our primary care team visits each community regularly, working closely with staff to address individual health concerns. Additionally, we provide rapid access to medical care by offering same-day or next-day appointments for urgent issues, helping reduce the need for unnecessary emergency room visits and hospital admissions.
Our innovative model has attracted over 150 community partnerships and accelerated patient growth across California, Arizona, and Nevada. Pine Park Health is rapidly expanding, backed by investors including First Round Capital, Google’s AI fund, Canvas Ventures, Foundation Capital, Y Combinator, Susa Ventures, and more.
Board Member
Jul 2020
Did you know that 70% of US households have a pet?
Foster a company culture where all kinds of families, including pet families, are recognized, supported, and celebrated. Airvet helps your pet parents with everything from urgent health concerns to routine pet care.
Board Member
May 2019
At Possible, we believe financial health is something everyone deserves. It’s our mission to help communities break the debt cycle and unlock economic mobility for generations to come.
We’re unwavering in our commitment to this mission, and love building products and services that prove changing the industry for the better is, in fact, Possible.
Join us.
Board Member
Dec 2017
Gabi is now part of Experian, the only place to get true home and auto insurance comparisons. Our powerful technology lets you connect your current insurance policy online and see equivalent or better coverage from 40+ top insurance companies—often for much lower rates.
You get fast, accurate quotes (not ballpark guesses) from dozens of major insurance providers all in one place, showing you exactly how much you could save. So you can rest easy knowing you got the best possible deal. Our users save an average of $961 when switching with Gabi.
And if you find a policy you like, you can make the switch right away. Plus, our team of licensed insurance experts are ready to help, online or by phone. So put your policy to the test today and see how much you can save!
Early Investor
Aug 2016
Luminar (Nasdaq: LAZR) is a global automotive technology company ushering in a new era of vehicle safety and autonomy. For the past decade, Luminar has built an advanced hardware and software platform to enable its more than 50 industry partners, including the majority of global automotive OEMs. From Volvo Cars and Mercedes-Benz for consumer vehicles and Daimler Trucks for commercial trucks, to tech partners NVIDIA and Intel’s Mobileye, Luminar is poised to be the first automotive technology company to enable next-generation safety and autonomous capabilities for production vehicles. For more information please visit www.luminartech.com
Board Member
2016
Meet Casetext, the leaders of innovation in legal AI since 2013 and the developers of CoCounsel, the worlds first AI legal assistant. CoCounsel completes document review, legal research memos, deposition preparation, and contract analysis in minutes—with results lawyers can trust.
Our team of top litigators, reference attorneys, PhD data scientists, and leading AI engineers apply cutting-edge AI to the law to create solutions that enable attorneys to provide more efficient, higher-quality representation to more clients, gain a competitive advantage, and increase access to justice for everyone.
Today, over 10,000 law firms—from solos and small practices to more than 40 Am Law 200 firms—rely on Casetext to elevate the quality of their practice. For more visit www.casetext.com.
Board Member
2016
At Vida, we help people get better — and we’re helping the healthcare system get better, too.
Vida provides expert, personalized, on-demand health coaching and programs through a network of experienced health care providers — like dietitians, therapists, and health coaches — coupled with an easy-to-use app with award-winning content.
We focus on chronic conditions — like diabetes, obesity, depression, and hypertension — which account for 80% of the $3 trillion spent on healthcare in the US.
By combining advanced technology with top-notch healthcare providers, Vida is breaking down the barriers that have historically kept people from getting the best care. Vida’s cloud-based platform captures real-time data from 100+ devices and apps and delivers AI-driven insights back to employers, health plans, and providers to improve care. We are trusted by Fortune 1000 companies, major national payers, and large providers to enable their employees to live their healthiest lives.
Board Member
May 2014
FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco. We use software to power a wealth management experience accessible to everyone, at less than half the price charged by traditional firms. Our clients are the mass-affluent investors underserved by traditional financial advisory and wealth management firms.
FutureAdvisor is leading a shift in financial services towards transparency, convenience and inclusion.
FutureAdvisor is looking for engineers to help build better portfolio management tools for everyone. Our unbiased financial advice is giving middle- and working-class families powerful tools they never had access to before, and they're free. If our mission strikes a chord with you, please send us your resume: https://www.futureadvisor.com/jobs
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Board Member
Aug 2013
Convo provides an enterprise social collaboration platform that enables easy, secure conversations between desk / non-desk workers to accelerate company productivity and engagement.
Unlike existing email-focused or chat-centric collaboration platforms, only Convo combines the ease of social networks with rich collaboration capabilities to simplify and optimize work interactions for all employees -- no email required.
Show all 24 investments ↓
Experience · 30 entries
All (30)
Investments (28)
Founder (1)
Board (25)
2024
Board Member
Aug 2024
⚡️Advisor-first RIA platform | Save 19 hrs/ week on manual middle + back office workflows to scale your book and advisory practice 20%+ |
🔐 Independent advisors deserve leverage, not lock-in |
🧑🏽💻 Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest.
1️⃣ 65+ advisor transitions executed—digital ACAT, same-day client onboarding.
2️⃣ $2.2B+ client assets; backed by over $105M in venture capital from Industry Ventures, Thrive Capital, Vestigo Ventures, Euclidean Capital, Canvas Ventures, The House Fund, Brewer Lane, and others.
3️⃣ Practice management, marketing, and family-office tax & estate tools in one login
Book a confidential demo → https://savvywealth.online/li-advisor
Form ADV & disclosures → https://adviserinfo.sec.gov/firm/summary/318493
Board Member
Feb 2024
Built by retailers for retailers, MasonHub combines the best supply chain technology with expert fulfillment services so beauty, fashion, and wellness brands can sell more and worry less.
Board Member
Jan 2024
Marvin is the leading mental health service made for physicians, nurses, and other healthcare professionals.
Our team of top-rated MD-level psychiatrists, PhD-level psychologists, and masters level clinicians offer 24/7 care that is 100% confidential and protected.
Stay connected with us:
Website: https://www.meetmarvin.com/
Blog: https://www.meetmarvin.com/blog
Instagram: instagram.com/joinmarvin
Facebook: facebook.com/joinmarvin
2022
Board Member
Oct 2022
XP Health is a digital-first vision platform focused on eye exams and eyewear that uses customer-centric design and technology to be more affordable, accessible, and provide a better member experience. XP Health was founded to combat the often confusing, expensive, and frustrating experiences common with vision insurance. The company was named to Fast Company’s list of “The Worlds Most Innovative Companies,” and in 2022 expanded from 30 to 1500+ customers.
Board Member
Jul 2022
Particle Health: engineered by engineers for engineers
Particle is shaping the new standard for healthcare data exchange with a user-friendly API platform. We create intuitive experiences for developers, build scalable infrastructure product teams love, and collaborate with innovative leaders launching data driven healthcare solutions
Our mission is to enable simple and secure access to actionable healthcare data for digital health innovators.
Unofficially? We also intend to #destroythefaxmachine
Show all 30 entries ↓
Investment activity
2009–2024 · 28 investments
Recent (last 2 years)Earlier
