10
Total investments
3
Early stage
4
Mid stage
1
Late stage
4y
Years active
Portfolio
10 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
Mar 2026
Moxie is the clinical-grade growth engine behind hundreds of the countrys fastest-growing aesthetic practices. We combine purpose-built software, expert coaching, done-for-you marketing, and compliance infrastructure — so providers can focus on patients, not paperwork.
Our approach is built on one belief: clinically-led growth is the only kind that lasts. From first patient to multi-location, Moxie gives aesthetic entrepreneurs the tools, team, and strategy to scale — without compromising their clinical standards, patient care, or business ambitions.
We also believe aesthetic entrepreneurship doesn’t have to be so lonely. That’s why we built Scale Society, our invite-only community for ambitious practice owners. Scale Society connects the next generation of leaders in aesthetic medicine with the playbooks, peers, and mentors to go further, together.
Learn more at joinmoxie.com.
Investor
Apr 2025
We believe travel has a uniquely powerful ability to bring people together and change the way we see the world - something we believe the world needs more of right now. To quote Terry Pratchett in a Hat Full of Sky: "Why do you go away? So that you can come back. So that you can see the place you came from with new eyes and extra colors. And the people there see you differently, too. Coming back to where you started is not the same as never leaving."
The challenge is that travel is hard. The pandemic has made it even more challenging. It can feel like you need a degree in logistics to plan more than a simple trip.
Travel is also deeply personal and human. Review sites and booking engines make the actual process of booking easy, but are case studies in the paradox of choice. Information overload results in countless hours of research and a lingering feeling of uncertainty: how similar to me are these reviewers?
If you havent worked with a travel agent, you might think of them as a relic of the past. Its true, that agents today are no longer a requirement to book a ticket like they once were. Instead, travel advisors (as theyre now called) act more as a trusted advisor combining local knowledge and experience with their understanding of your values and priorities to craft the perfect trip.
The technology that powers the modern travel advisor hasnt kept up with the tools available to consumers. Advisors are left juggling multiple antiquated and fragmented systems. Not only is this frustrating, but it comes at a real cost of business. Disconnected systems can result in lost commissions and a compromised traveler experience.
Tern exists to change this by building an integrated platform that connects the modern travel advisor to their travelers and suppliers.
Investor
Sep 2024
Welcome to Intelligent Wealth.
Farther is the Intelligent Wealth Platform, natively built to unlock greater wealth throughout your financial life.
Named the #1 fastest growing financial services firm in the nation by Inc 5000 in 2025, Farther has surpassed $23b in recruited assets across 200+ wealth managers and 19,000+ clients.
Investor
Feb 2024
We believe in strengthening the industry from within by building technology for the very heart of charter aviation—Brokers and Operators.
Investor
Jan 2024
Spark helps independent Medicare brokers build the insurance of their dreams. We are the only platform purpose-built for Medicare, providing agencies with industry-leading technology and deeply-committed agent services and customer support.
The result? Transformative growth. Agencies more than double their enrollment volume year-over-year after partnering with Spark. We’re proud to be the country’s fastest-growing Medicare brokerage, but even prouder to work with the industry’s best. Get in touch! contact@sparkadvisors.com
Investor
Oct 2023
HealthSherpas mission is to help every American feel the comfort and security of having health coverage.
HealthSherpa is the largest and fastest-growing individual health coverage exchange in the United States, simplifying access to ACA and Medicare health plans from both federal and state marketplaces.
Our secure, integrated technology platform empowers insurance agents, agencies, and carriers to quickly and accurately serve and support individuals as they select and use quality, affordable health plans.
Investor
Oct 2022
Designed specifically for specialty insurance programs, PolicyFly is a complete policy management platform that brings agents, brokers and customers into one experience. We help insurers build better, more-profitable programs with streamlined online applications, faster and smarter underwriting and the best technology money can buy.
Board Observer
Oct 2022
Nayya is on a mission to connect peoples most important information, so they can thrive in their health and wealth.
Our intelligent and intuitive platform empowers individuals to make confident decisions, improve outcomes, and unlock the full potential of their futures.
Through advanced technology, centralized data, and seamless automation, we transform outdated benefits experiences into personalized, valuable interactions that create clarity and impact for millions of employees, thousands of employers, and market leading partners alike.
With the strength of our team, our partners, and our purpose, we’re building the ultimate engine to power human thriving.
Explore what’s next at nayya.com.
Investor
Jul 2022
Thinksurance is the leading digital consultation platform for business insurance in Germany. It connects insurers, distributors from several sales channels and business customers on its platform.
Business insurance distributors such as the majority of (online-)brokers and broker pools, agencies, banks and others use the offering as SaaS to search, compare and conclude the right insurance coverage for their clients. Thinksurance leverages its proprietary technology to make the process as easy as possible, e.g. with several APIs to distributors CRMs and insurer systems.
All relevant insurers already partner with the platform leading to an unrivaled market coverage in the commercial insurance space for small and medium-sized enterprises. Also insurers are offered adjacent services such as Data Analytics, Portfolio Transfer, After Sales Processes or White-Label-Solutions for their internal use.
Thinksurance also includes an own Online-Broker "Gewerbeversicherung24" which operates on www.gewerbeversicherung.de to get direct feedback from business to improve their service for partnering distributors and insurers.
Impressum: https://thinksurance.de/impressum/
Rechtlicher Hinweis. Es gilt die Datenschutz-Richtlinie von LinkedIn:
https://de.linkedin.com/legal/privacy-policy?
Investor
Jul 2022
PLACE is an end-to-end technology and business services platform designed to simplify the real estate lifecycle for both consumers and their real estate agents. We partner exclusively with leading real estate teams, regardless of brokerage, in 100+ locations across the United States and Canada. Some of the nation’s top producing real estate teams choose to partner with PLACE because, unlike many of the other tech companies in our industry, we feel cutting-edge proptech should support the hardest working agents instead of eliminating them.
At the forefront of our business is a consumer services model that takes the guesswork out of real estate. Clients of PLACE-powered agents will have access to a one-stop shop that streamlines the traditionally complicated process of buying, selling, maintaining, and investing in properties. Our upcoming products include in-house mortgage brokers, title and escrow services, an insurance portal, and a home improvement network referral system, among other exciting initiatives.
In addition, PLACE’s proprietary technology and business services platform helps agents offload up to 75% of their operations tasks so they can focus on being a key advisor to their clients. PLACE partners value relationships over transactions because we take care of team accounting, bookkeeping, human resources, in-house legal, design and marketing, talent acquisition, business training and coaching. Agents within PLACE-powered teams have access to employee-like benefits that are notoriously unavailable to Realtors, even at the highest production levels.
Our industry is changing and we want to bring the best candidates along for the ride. We are actively recruiting for new PLACE partners, open positions within our headquarters team, and on behalf of existing PLACE partners across the US. If you want to contribute to changing the real estate transaction and homeownership process for the better, join us today.
Experience · 13 entries
All (13)
Investments (10)
Board (1)
2026
Investor
Mar 2026
Moxie is the clinical-grade growth engine behind hundreds of the countrys fastest-growing aesthetic practices. We combine purpose-built software, expert coaching, done-for-you marketing, and compliance infrastructure — so providers can focus on patients, not paperwork.
Our approach is built on one belief: clinically-led growth is the only kind that lasts. From first patient to multi-location, Moxie gives aesthetic entrepreneurs the tools, team, and strategy to scale — without compromising their clinical standards, patient care, or business ambitions.
We also believe aesthetic entrepreneurship doesn’t have to be so lonely. That’s why we built Scale Society, our invite-only community for ambitious practice owners. Scale Society connects the next generation of leaders in aesthetic medicine with the playbooks, peers, and mentors to go further, together.
Learn more at joinmoxie.com.
2025
Investor
Apr 2025
We believe travel has a uniquely powerful ability to bring people together and change the way we see the world - something we believe the world needs more of right now. To quote Terry Pratchett in a Hat Full of Sky: "Why do you go away? So that you can come back. So that you can see the place you came from with new eyes and extra colors. And the people there see you differently, too. Coming back to where you started is not the same as never leaving."
The challenge is that travel is hard. The pandemic has made it even more challenging. It can feel like you need a degree in logistics to plan more than a simple trip.
Travel is also deeply personal and human. Review sites and booking engines make the actual process of booking easy, but are case studies in the paradox of choice. Information overload results in countless hours of research and a lingering feeling of uncertainty: how similar to me are these reviewers?
If you havent worked with a travel agent, you might think of them as a relic of the past. Its true, that agents today are no longer a requirement to book a ticket like they once were. Instead, travel advisors (as theyre now called) act more as a trusted advisor combining local knowledge and experience with their understanding of your values and priorities to craft the perfect trip.
The technology that powers the modern travel advisor hasnt kept up with the tools available to consumers. Advisors are left juggling multiple antiquated and fragmented systems. Not only is this frustrating, but it comes at a real cost of business. Disconnected systems can result in lost commissions and a compromised traveler experience.
Tern exists to change this by building an integrated platform that connects the modern travel advisor to their travelers and suppliers.
2024
Investor
Sep 2024
Welcome to Intelligent Wealth.
Farther is the Intelligent Wealth Platform, natively built to unlock greater wealth throughout your financial life.
Named the #1 fastest growing financial services firm in the nation by Inc 5000 in 2025, Farther has surpassed $23b in recruited assets across 200+ wealth managers and 19,000+ clients.
Investor
Feb 2024
We believe in strengthening the industry from within by building technology for the very heart of charter aviation—Brokers and Operators.
Investor
Jan 2024
Spark helps independent Medicare brokers build the insurance of their dreams. We are the only platform purpose-built for Medicare, providing agencies with industry-leading technology and deeply-committed agent services and customer support.
The result? Transformative growth. Agencies more than double their enrollment volume year-over-year after partnering with Spark. We’re proud to be the country’s fastest-growing Medicare brokerage, but even prouder to work with the industry’s best. Get in touch! contact@sparkadvisors.com
Show all 13 entries ↓
Investment activity
2022–2026 · 10 investments
Recent (last 2 years)Earlier
