Bobby Halpern CPA, CA, CFP

Principal at Halpern & Co. Limited

📍 Canada🔄 Updated September 2026💼 8 investments📅 12 years investing🗓 Last invested Nov 2024
VC🌍 Canada
8
Total investments
5
Early stage
1
Mid stage
1
Late stage
12y
Years active

Portfolio

7 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor, Board Member
Nov 2024
Welcome to Appello, a cutting-edge SaaS platform designed to revolutionize field workforce operations. Our mission is to transform field operations through digital innovation, creating safer and more productive work environments for all. Primarily catering to the industrial, commercial, and institutional construction sectors, Appello offers unparalleled flexibility and customization for contractors, health and safety consultants, and more. With features like Timesheet Management, CRM, Workforce Management, Project Scheduling, Equipment Tracking, Expense Management, Health and Safety Document Control, and Real-time Intelligence, Appello streamlines workflows, reduces administrative costs, and improves safety compliance. Our easy-to-use and intuitive platform connects your entire organization on a single platform, providing real-time visibility across job sites. Join us on our journey to revolutionize field workforce operations with innovative technology solutions. Discover Appello today and experience the difference.
Investor
Oct 2022
Othership is building the future of emotional wellness through social bathhouse experiences and an immersive breathwork app.
Investor and Board Observer
Aug 2020
Talk to a top-rated veterinary professional - online, 24/7. Vetster is an award-winning veterinary telehealth platform providing video, chat and voice enabled appointments to pet owners. Pet owners get the care they need at times convenient to them from the comfort of their own home. Vetster. Where pet health lives.
Investor and Board Member
Jul 2019
Pack Labs provides beverage manufacturing and product strategy solutions for the wellness revolution.
Investor and Board Observer
Jun 2019
LumiQ is a native podcast app where engaging conversations with business leaders count as verified CPD/CPE for CPAs. With a slick mobile app, automatic compliance tracking and new episodes weekly, LumiQ has made professional education for CPAs something its never been before; enjoyable. Some of our guests include: Alan Shim (CFO of Slack), Colleen Johnston (Fmr. CFO of TD), Jim Balsillie (Founder of Blackberry), Brain Jones (Head of Product, MS Excel), William Tunstall-Pedoe (Inventor of Amazon Alexa) and hundreds of other successful professionals. We’ve found compliance has often been a task dreaded by CPAs. LumiQ makes it easy to earn CPD/CPE from anywhere with options that fit into a CPAs busy schedule. Our mobile app and web player allow for listening on the commute, at the gym, folding laundry, or walking the dog. Learn more and get 5 free hours of verifiable CPD/CPE: https://cutt.ly/oTRjbMV
Investor and Board Member
Jan 2019
Our powerful business management software is trusted by thousands of spas, salons, fitness and yoga studios across North America. Our cloud based software features real-time appointment and class scheduling, point of sale, email and SMS marketing, customer review management, rewards program and a client mobile app experience that is second to none. Our mission is to provide the wellness industry with the most comprehensive tool set available to better manage their existing clients while helping them grow their business.
Investor and Advisor
Feb 2014
Canopy is a world leading cannabis company focused on unleashing the power of cannabis to improve lives. From supporting personal wellness to fostering economic opportunity and striving towards social justice, Canopy is showcasing the capacity of cannabis as a force for good.
Experience · 12 entries
All (12)
Investments (8)
Board (5)
2024
Investor, Board Member
Nov 2024
Welcome to Appello, a cutting-edge SaaS platform designed to revolutionize field workforce operations. Our mission is to transform field operations through digital innovation, creating safer and more productive work environments for all. Primarily catering to the industrial, commercial, and institutional construction sectors, Appello offers unparalleled flexibility and customization for contractors, health and safety consultants, and more. With features like Timesheet Management, CRM, Workforce Management, Project Scheduling, Equipment Tracking, Expense Management, Health and Safety Document Control, and Real-time Intelligence, Appello streamlines workflows, reduces administrative costs, and improves safety compliance. Our easy-to-use and intuitive platform connects your entire organization on a single platform, providing real-time visibility across job sites. Join us on our journey to revolutionize field workforce operations with innovative technology solutions. Discover Appello today and experience the difference.
2022
Investor
Oct 2022
Othership is building the future of emotional wellness through social bathhouse experiences and an immersive breathwork app.
2020
Investor and Board Observer
Aug 2020
Talk to a top-rated veterinary professional - online, 24/7. Vetster is an award-winning veterinary telehealth platform providing video, chat and voice enabled appointments to pet owners. Pet owners get the care they need at times convenient to them from the comfort of their own home. Vetster. Where pet health lives.
2019
Investor and Board Member
Jul 2019
Pack Labs provides beverage manufacturing and product strategy solutions for the wellness revolution.
Investor and Board Observer
Jun 2019
LumiQ is a native podcast app where engaging conversations with business leaders count as verified CPD/CPE for CPAs. With a slick mobile app, automatic compliance tracking and new episodes weekly, LumiQ has made professional education for CPAs something its never been before; enjoyable. Some of our guests include: Alan Shim (CFO of Slack), Colleen Johnston (Fmr. CFO of TD), Jim Balsillie (Founder of Blackberry), Brain Jones (Head of Product, MS Excel), William Tunstall-Pedoe (Inventor of Amazon Alexa) and hundreds of other successful professionals. We’ve found compliance has often been a task dreaded by CPAs. LumiQ makes it easy to earn CPD/CPE from anywhere with options that fit into a CPAs busy schedule. Our mobile app and web player allow for listening on the commute, at the gym, folding laundry, or walking the dog. Learn more and get 5 free hours of verifiable CPD/CPE: https://cutt.ly/oTRjbMV
Show all 12 entries ↓
Investment activity
2014–2024 · 8 investments
2014220193202012022120241
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