5
Total investments
4
Early stage
0
Mid stage
1
Late stage
23y
Years active
Portfolio
5 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Nov 2020
Kinetic Advantage is a dynamic independent floorplan company led by trusted industry veterans. Our core focus is helping our Independent Dealer customers and team members succeed while providing them with an exceptional and engaging user experience. We are committed to forging strong partnerships through transparent communication and simple, innovative solutions. We provide our customers and team members with the support and tools they need to grow throughout their journey.
Advisor, Investor
Jul 2018
Manifest is building the first-ever digital transfer solution for retirement accounts. We're working to make safe, easy, and quick 401(k) transfers possible for everyone.
The number of people switching jobs is on the rise, and the average American leaves 3 retirement accounts left behind by the time they leave the workforce.
Our current 401(k) transfer process is so tedious that 89% of people who start the process don’t complete it.
We're changing that!
O
Board Member
2008
When life gets hard, we make it easier! With over 15 years of experience, Oasis Financial is the largest and most recognized national brand in consumer legal funding. Oasis helps consumers awaiting legal settlements to move forward with their lives. We also provide medical lien funding through Key Health – a national leader in helping accident victims recover both physically and financially, by working with healthcare providers on lien solutions, billing and medical legal software, and pharmacy cards to eliminate patient out-of-pocket costs. Together, Oasis and Key Health work with more than 14,000 attorneys and maintain relationships with more than 10,000 physicians. Through these relationships, we help ensure consumers who are injured in an accident have access to great healthcare, as well as funds to cover life’s other expenses while waiting for a personal injury case to settle.
Oasis Financial is headquartered just outside of Chicago in Rosemont, Illinois, near public transportation and major expressways. (We are just 2 ½ blocks from the blue line el train with a free shuttle that runs between the morning and evening rush hours.) We have a great team delivering a great product! With over 250 employees and growing, we are proud of the excellent service we provide to our customers and the culture of respect and support we have for each other. Oasis is backed by Parthenon Capital Partners, a $3.5 billion private equity firm with an outstanding track record investing in business services, financial services and healthcare.
Chief Financial Officer | Co-Founder | Board Member | Insurance | VSC/Warranty
2006
Since 2006, PayLink Direct has been dedicated to the success of our partners and has been voted one of the best F&I financing partners by the Dealers Choice Awards since the category's inception in 2018. We work to empower our clients, Marketers, Dealers & Administrators to maximize revenue by making it easy and profitable to sell F&I products outside of the traditional loan, offering interest-free payment plans.
Our finance programs are customized and designed to manage the cash flows required to grow your business. Supported by robust technology, PayLink Direct's innovative systems deliver first-class receivable management, resulting in superior customer service and customer retention. With our experience and resources to create payment plan solutions, we are committed to tailoring your payment plan to your organization's unique business requirements.
-24/7 online customer support
-Dedicated sales representatives
-Flexible plans to meet your needs
-Service in all 50 states and Canada
- 0% interest payment plans for service contracts
-Largest F&I payment plan provider in the country
- Services offered to a diverse client roster in industries such as Automotive, Truck, RV, Home, and more
Contact us today to learn more about the many benefits a partnership with PayLink Direct offers to service contract agents, sellers, dealers, and administrators.
Ready to get started? Email our sales team: sales@paylinkdirect.com
Stay in the PayLink Direct loop. Follow us on LinkedIn!
O
Chief Financial Officer | Co-Founder | Board Member
2003
When life gets hard, we make it easier! With over 15 years of experience, Oasis Financial is the largest and most recognized national brand in consumer legal funding. Oasis helps consumers awaiting legal settlements to move forward with their lives. We also provide medical lien funding through Key Health – a national leader in helping accident victims recover both physically and financially, by working with healthcare providers on lien solutions, billing and medical legal software, and pharmacy cards to eliminate patient out-of-pocket costs. Together, Oasis and Key Health work with more than 14,000 attorneys and maintain relationships with more than 10,000 physicians. Through these relationships, we help ensure consumers who are injured in an accident have access to great healthcare, as well as funds to cover life’s other expenses while waiting for a personal injury case to settle.
Oasis Financial is headquartered just outside of Chicago in Rosemont, Illinois, near public transportation and major expressways. (We are just 2 ½ blocks from the blue line el train with a free shuttle that runs between the morning and evening rush hours.) We have a great team delivering a great product! With over 250 employees and growing, we are proud of the excellent service we provide to our customers and the culture of respect and support we have for each other. Oasis is backed by Parthenon Capital Partners, a $3.5 billion private equity firm with an outstanding track record investing in business services, financial services and healthcare.
Experience · 12 entries
All (12)
Investments (3)
Founder (3)
Board (2)
2021
2020
Board Member
Nov 2020
Kinetic Advantage is a dynamic independent floorplan company led by trusted industry veterans. Our core focus is helping our Independent Dealer customers and team members succeed while providing them with an exceptional and engaging user experience. We are committed to forging strong partnerships through transparent communication and simple, innovative solutions. We provide our customers and team members with the support and tools they need to grow throughout their journey.
Advisor
Mar 2020
Statera Capital is a U.S. commercial litigation finance firm that is innovating the industry through its customized litigation finance solutions for a broader universe of law firms and claimants. Whereas most of the U.S. litigation finance market considers only the largest investments, Statera uniquely finances matters requiring $500,000 or more. Statera creates customized solutions and invests across the spectrum of commercial claims, at any procedural stage. It employs a straight-forward, client-focused financing process that delivers ethical and responsible solutions to claimants and their legal counsel.
Statera is anchored by a team experienced in complex commercial litigation and principal investing. Statera is headquartered in Chicago and has a second location in Washington, D.C.
2018
Advisor, Investor
Jul 2018
Manifest is building the first-ever digital transfer solution for retirement accounts. We're working to make safe, easy, and quick 401(k) transfers possible for everyone.
The number of people switching jobs is on the rise, and the average American leaves 3 retirement accounts left behind by the time they leave the workforce.
Our current 401(k) transfer process is so tedious that 89% of people who start the process don’t complete it.
We're changing that!
T
Tivoli Capital Partners
Managing Partner
2018
Show all 12 entries ↓
Investment activity
2003–2020 · 5 investments
Recent (last 2 years)Earlier
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