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Seed Investor
2016
Planned is the first source-to-pay service for Travel & Events accelerated by technology. Founded in 2017, Planned combines human service with AI to deliver cost-effective, scalable, and custom sourcing and booking services. Trusted by major clients including Nike, Block, and Airbnb, Planned consistently generates 13% in savings or more on multi-million dollar budgets, enabling more in-person connections with greater ROI.
Experience · 6 entries
All (6)
Investments (1)
Founder (2)
2025
Consultant
Jun 2025
Mosaic is a next-generation financial services platform purpose-built for crypto foundations and high-net-worth founders.
Through our two specialist businesses, Mosaic Asset Management and Mosaic Digital Assets, we deliver secure, regulated, and professionally managed investment solutions tailored to the evolving needs of the crypto ecosystem.
Mosaic Asset Management offers market-leading treasury management strategies, from cash preservation to enhanced yield and long-term growth—mirroring the trust and rigor of traditional finance.
Mosaic Digital Assets provides secure access to digital asset services including exchange, DeFi yield, and crypto portfolio management—using bankruptcy-remote structures to ensure control and protection of your assets at all times.
Mosaic operates within an ecosystem of world-class partners, giving our clients the confidence of institutional-grade infrastructure with crypto-native agility.
Let Mosaic help you build a financial strategy that’s as forward-thinking as your mission.
🔹 Regulated Investment Products
🔹 Bespoke Managed Accounts
🔹 Token Liquidity Management
🔹 Treasury & DeFi Yield Strategies
📍 Headquartered in the Cayman Islands | Serving clients globally
2020
Founder and CEO
Feb 2020
Kernls is a giving platform that matches motivated donors - often people who have firsthand experience with an illness - with researchers that need funding.
We call our most motivated donors “Champions.” Kernls pairs researchers with Champions who want help the researchers achieve results. Champions drive awareness and giving by sharing the projects with their network and/or matching donations.
Kernls provides the only way for donors to connect directly with the researchers and see and share the impact of their work.
2016
Co-Founder and Director
Apr 2016
Tradewind Markets is a financial technology company acquired in 2023 by Wellfield Technologies that enables physical and alternative assets to be traded, settled, and mobilized with increased confidence, security, transparency, and cost efficiency. Tradewind created a digital precious metals market that uses both blockchain technology and electronic exchange technology to streamline custody, trade execution, settlement and the maintenance of supply chain information. The Tradewind platform has been adopted by leading institutions in the precious metals market, including the Royal Canadian Mint and Kitco.
Seed Investor
2016
Planned is the first source-to-pay service for Travel & Events accelerated by technology. Founded in 2017, Planned combines human service with AI to deliver cost-effective, scalable, and custom sourcing and booking services. Trusted by major clients including Nike, Block, and Airbnb, Planned consistently generates 13% in savings or more on multi-million dollar budgets, enabling more in-person connections with greater ROI.
2012
E
Emrys Partners LP
Portfolio Manager
Jan 2012
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