Robert Alvarez

Co-founder & CEO at Lolo | Former Tech CFO/COO | 5X startups (2 IPOs, 3 M&A exits) | 3X CFO of the Year I Board Director and Advisor

📍 Austin, Texas, United States🔄 Updated September 2026💼 6 investments📅 13 years investing🗓 Last invested May 2024𝕏 @upgrade_to_unlock
Operator-angel🌍 United States
6
Total investments
0
Early stage
2
Mid stage
0
Late stage
13y
Years active

Portfolio

4 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
May 2024
CereTax is the first tax automation solution built to take advantage of the countless technological advancements over the last decade and engineered in a way that truly transforms the way tax calculation platforms operate. We threw out the old paradigms and designed CereTax to handle the challenges many companies face with legacy solutions from speed and scalability, to dependability and throughput.
Board Member
Aug 2021
At AffiniPay, we’re continuously tackling exciting and interesting problems to define the direction of the financial technology industry and transform the way professionals work. Our drive to be leaders in fintech has fostered our fast-moving, growth-focused culture. We’ve assembled teams of highly collaborative problem solvers who are passionate about both personal and company growth. We are eager to create, work together, and do whatever it takes to get the job done. We also know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team-members’ growth and development, recognize accomplishments, and celebrate successes together. We’re building a winning team, and we need more creative, collaborative, and fun-loving people to help us get the job done!
Independent Board Member
Jun 2020
Eterneva celebrates remarkable people and pets by turning their ashes into diamonds. We help personalize the diamond via color, cut, and inscriptions, so they serve a meaningful connection to the person behind it. Over the eight month process, we make our customers feel as special as the gems theyre commissioning from us through updates, pictures and videos. Eterneva is based in Austin, TX, and company co-founder, Adelle Archer, was recently featured on Incs 30 under 30 list.
Board Member
Dec 2013
ATC is the voice of Central Texas​ diverse and thriving technology industries. The Austin technology sectors contribute $21.5 billion annually to the regional economy and support more than one third of local jobs. By convening Austins top technology executives, ATC is leading the effort to meet the future needs of the industry through increased access to technical talent, increased access to later-stage capital, the support of a thriving technology ecosystem, and connectivity across the industry and with key stakeholders in Texas and around the world. 280 companies, 1,600 executives, & 60,000+ employees make up the Austin Technology Council - the foremost community behind the growth, strength and force of Austin’s technology and life sciences industries. From early stage to global brands, silicon to the cloud, ATC is a unique representation of the global tech industry.
Experience · 8 entries
All (8)
Investments (6)
Founder (1)
Board (6)
2024
Co-founder & CEO
Dec 2024
Advisors juggle more tools, more complexity, and more client expectations than ever before. But most of that work isnt advising. Its chasing documents, updating systems, and stitching together a picture that should already exist. We kept hearing the same thing from advisors: I want one place to see everything. I want the AI to tell me whats wrong, not wait for me to ask. I want fewer subscriptions, not more. I want my time back. Thats Lolo. A comprehensive platform that allows advisors to service their clients holistically across wealth, estate, tax, and insurance into a single view for advisors and their clients. Proactive AI that builds workflows, flags misalignments, and automates the operational work that eats your day. All of it is dual-sided, so your clients stay informed and engaged without extra effort from you. Built for advisors who want to do more for their clients, not more at their desk.
Board Member
May 2024
CereTax is the first tax automation solution built to take advantage of the countless technological advancements over the last decade and engineered in a way that truly transforms the way tax calculation platforms operate. We threw out the old paradigms and designed CereTax to handle the challenges many companies face with legacy solutions from speed and scalability, to dependability and throughput.
2021
Board Member
Aug 2021
Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Whether you’re managing cases, accepting payments, or growing your client base, 8am brings together trusted solutions—including LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay—so you can do it all more efficiently, and all in one place. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. Learn more at 8am.com
Board Member
Aug 2021
At AffiniPay, we’re continuously tackling exciting and interesting problems to define the direction of the financial technology industry and transform the way professionals work. Our drive to be leaders in fintech has fostered our fast-moving, growth-focused culture. We’ve assembled teams of highly collaborative problem solvers who are passionate about both personal and company growth. We are eager to create, work together, and do whatever it takes to get the job done. We also know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team-members’ growth and development, recognize accomplishments, and celebrate successes together. We’re building a winning team, and we need more creative, collaborative, and fun-loving people to help us get the job done!
2020
Independent Board Member
Jun 2020
Eterneva celebrates remarkable people and pets by turning their ashes into diamonds. We help personalize the diamond via color, cut, and inscriptions, so they serve a meaningful connection to the person behind it. Over the eight month process, we make our customers feel as special as the gems theyre commissioning from us through updates, pictures and videos. Eterneva is based in Austin, TX, and company co-founder, Adelle Archer, was recently featured on Incs 30 under 30 list.
Show all 8 entries ↓
Investment activity
2013–2024 · 6 investments
20132202012021220241
Recent (last 2 years)Earlier