12
Total investments
1
Early stage
1
Mid stage
3
Late stage
11y
Years active
Portfolio
6 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Personal Investor
Mar 2021
Ciphertrace, a Mastercard company, delivers scalable crypto asset intelligence solutions that help identify and mitigate crypto risk across the entire ecosystem. Powered by fully auditable and independently verified data attribution, our insights help make crypto safe and secure, while navigating ever-changing global regulations.
Board Member
Jun 2020
We understand how paramount the customer experience is to a carriers success. Thats why our mission is to help insurance companies thrive by providing cutting-edge technology which places customers at the center of every transaction. From premium payments to claims disbursement, we ensure a hassle-free experience for everyone involved.
With a dedicated team of over 750 experts focused on the insurance industry, One Inc is equipped to solve even the most complex use cases for our carriers. We understand the intricacies of the insurance landscape and have the expertise to navigate them successfully. Our commitment to delivering exceptional solutions has earned us the trust of over 250+ successful insurance companies who have harnessed the power of One Inc.
One Incs commitment to innovation is evident through our partnerships with leading core systems like Guidewire, Duck Creek, Origami Risk and more. By leveraging these collaborations and maintaining one of the largest networks of over 770,000 vendor/providers in the industry, we have set the standard for digitization in insurance transactions. One Inc continuously drive the industry forward and remain at the forefront of advancements that shape its future.
Board Member
Mar 2019
MineralTree provides the easiest to use Accounts Payable (AP) and Payment Automation solutions for finance professionals. MineralTree streamlines AP, giving customers unparalleled visibility and significant cost savings in an affordable, integrated platform that is guaranteed secure. For more information visit www.mineraltree.com.
Board Member
Sep 2018
Vanco serves those who improve their communities. We are a technology leader specializing in payment and donation processing and education administration software.
We serve more than 40,000 customers in education, faith-based organizations, nonprofits and professional services markets. We provide easy-to-use technology tools that stabilize and increase donations for churches and nonprofits. Our web-based education software removed administrative work, streamlines payments and improves class registration for school districts, universities, adult education institutions, youth enrichment programs and community education groups.
Our brands include the GivePlus eGiving suite used by thousands of churches, ASAP education administration software, Charms music program management technology and RevTrak education payment processor. Vanco is also the parent of TryBooking, a leading event hosting and ticketing company used by schools, businesses and event organizers throughout Australia, New Zealand and the UK.
After a recent period of significant growth, Vanco has offices across the United States and in Mexico and Australia.
Board Member
Apr 2017
Connexeo™ is transforming Administration Software and Payment Systems for education and community organizations, delivering streamlined access and support through web-based solutions designed to address our industry’s unique needs.
Board Observer
Sep 2015
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!
Experience · 14 entries
All (14)
Investments (12)
Founder (1)
Board (10)
2025
Board Member
Aug 2025
Ren is a driving force that powers people, ideas, and institutions for good. As the leading independent philanthropic solutions provider in North America, Ren delivers the expertise, standards, and technology necessary to power growth and scale throughout the philanthropic economy. Elite financial services firms, nonprofit organizations, and community foundations rely on Ren to support more than $125 Billion of assets through their planned giving programs, including charitable trusts, donor-advised funds, pooled income funds, endowments, and private foundations.
Investor
May 2025
Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living.
Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events, and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
2021
Board Member
Aug 2021
Experience supply chain planning software that exponentially improves planning precision.
ELIMINATE GUESSWORK
No more buying on spreadsheets, gut instinct, or outdated ERP systems. With Blue Ridge, you’ll always be prepared and in control to make fast, accurate decisions.
MAXIMIZE INVENTORY PERFORMANCE
Ready to save money while improving customer fill rates? Our software ensures you have the right inventory, in the right place, at the right time. You’ll realize an ROI in months, not years.
UNMATCHED PARTNERSHIP
Blue Ridge’s unmatched LifeLine team, made up of industry experts, provides regular coaching to help accelerate the software’s adoption and performance.
Learn more at https://blueridgeglobal.com/ or request a demo at https://blueridgeglobal.com/request-demo/.
Board Observer
Mar 2021
Jumio helps organizations to know and trust their customers online. From account opening to ongoing monitoring, the Jumio KYX Platform provides advanced risk signals, identity proofing and compliance solutions that help you accurately establish, maintain and reassert trust.
Leveraging advanced technology including automation, biometrics, AI/machine learning, liveness detection and no-code orchestration with hundreds of data sources, Jumio helps organizations fight fraud and financial crime, onboard good customers faster and meet regulatory compliance including KYC and AML. Jumio has processed more than 1 billion transactions spanning over 200 countries and territories from real-time web and mobile transactions.
Based in Sunnyvale, California, Jumio operates globally with offices and representation in North America, Latin America, Europe, Asia Pacific and the Middle East and has been the recipient of numerous awards for innovation. Jumio is backed by Centana Growth Partners, Great Hill Partners and Millennium Technology Value Partners.
For more information, please visit jumio.com.
Personal Investor
Mar 2021
Ciphertrace, a Mastercard company, delivers scalable crypto asset intelligence solutions that help identify and mitigate crypto risk across the entire ecosystem. Powered by fully auditable and independently verified data attribution, our insights help make crypto safe and secure, while navigating ever-changing global regulations.
Show all 14 entries ↓
Investment activity
2015–2025 · 12 investments
Recent (last 2 years)Earlier
