13
Total investments
3
Early stage
3
Mid stage
1
Late stage
25y
Years active
Portfolio
9 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor and Board Observer
Oct 2023
PortX is a technology company focused on integration software for financial services. The PortX Integration-Platform-as-a-Service (iPaaS) was built with FIs in mind and delivers open access to data, simplified application connectivity, and accelerated adoption of new technologies and networks. Our solutions enable interoperability between internal systems and customer services such as online banking, credit checks, mortgage and loan applications, and more. This enables rapid delivery of innovative products, optimized customer experiences, and a 360-degree view of customers. For more information, please visit www.portx.io.
Board Observer
Apr 2023
At GoodwillFinds.com, every purchase impacts a life and helps save our planet.
Were on a mission to not only give goods a second life, but to give members of our community a hand up and an opportunity by providing the jobs and skills needed to thrive. And every item purchased diverts goods from landfills which is critical for the long-term viability of our environment.
Investor and Board Observer
Mar 2018
Qmerit simplifies the adoption of electrification products for residential and light commercial markets. A leader in green energy transformation, the company provides value-driven services throughout the renewable energy equipment implementation lifecycle, from system planning, contractor selection, installation oversight and ongoing maintenance. Combining the company's digital managed services platform, nationwide network of certified electrical contractors and white-glove concierge services, Qmerit delivers customers an unmatched quality experience when installing electric vehicle charging stations, battery walls and microgrid solutions.
Investor, Board Advisor and Observer
Mar 2018
At Coverance Insurance Solutions, Inc. our mission is to help seniors get affordable high-quality Medicare Insurance that perfectly fits their needs. For more information contact us at info@coveranceis.com or call 888-664-2236.
Investor and Board Observer
Mar 2018
Qmerit simplifies the adoption of electrification products for residential and light commercial markets. A leader in green energy transformation, the company provides value-driven services throughout the renewable energy equipment implementation lifecycle, from system planning, contractor selection, installation oversight and ongoing maintenance. Combining the company's digital managed services platform, nationwide network of certified electrical contractors and white-glove concierge services, Qmerit delivers customers an unmatched quality experience when installing electric vehicle charging stations, battery walls and microgrid solutions.
Investor and Board Observer
Mar 2018
Raiven is the leading digital supply chain network dedicated to transforming the building trades. Our mission is to empower electricians, plumbers and HVAC contractors to optimize their supply chains, lowering their costs while unlocking new revenue streams and enhancing profitability. We connect contractors, suppliers, vendors and manufacturers via a single AI-enabled platform that streamlines buying processes and improves operational efficiency.
To learn more about Raiven, visit www.Raiven.com and to join our team, visit www.Raiven.com/careers
Investor, Board Advisor and Board Observer
Jan 2016
Insellerate transforms the Borrower Journey from transaction to relationship creating customers for life. We help you accomplish this through our Customer Experience Platform which delivers Lead Management, Sales Enablement, Engagement Automation, a Mortgage Specific Content Library, Data Intelligence and Customer For Life Campaigns all in one comprehensive and highly scalable platform.
This dynamic solution seamlessly fits into your tech stack and allows you to communicate through multiple channels: text, social media, email, Direct mail, phone, ringless voicemail, and retargeting. Providing you with the ability to give your customers and referral partners timely, relevant information based off of data intelligence to build repeatable outcomes at each stage of the customer’s journey.
- Close More Loans
- Improve Borrower Conversions
- Enhance Customer Retention
- Transform Your Customer Acquisition Lifecycle
- Create Customers for Life
S
Investor, Board Advisor and Observer
Jan 2014
Synergy One Lending, Inc. is a company based out of 3131 Camino Del Rio North, Ste 190, San Diego, California, United States.
Experience · 21 entries
All (21)
Investments (13)
Founder (3)
Board (8)
2023
Investor and Board Observer
Oct 2023
PortX is a technology company focused on integration software for financial services. The PortX Integration-Platform-as-a-Service (iPaaS) was built with FIs in mind and delivers open access to data, simplified application connectivity, and accelerated adoption of new technologies and networks. Our solutions enable interoperability between internal systems and customer services such as online banking, credit checks, mortgage and loan applications, and more. This enables rapid delivery of innovative products, optimized customer experiences, and a 360-degree view of customers. For more information, please visit www.portx.io.
Board Observer
Apr 2023
At GoodwillFinds.com, every purchase impacts a life and helps save our planet.
Were on a mission to not only give goods a second life, but to give members of our community a hand up and an opportunity by providing the jobs and skills needed to thrive. And every item purchased diverts goods from landfills which is critical for the long-term viability of our environment.
2022
Co-Founder and Managing DIrector
Jan 2022
The Btech Consortium is a partnership between community banks, Elizabeth Park Capital Management, and Strandview Capital. The Consortium’s mission is to empower community banks to serve their local communities better, compete more effectively with larger money-center banks, and be less constrained by legacy technology. The Btech Consortium invests in emerging technology companies that empower community banks and accelerate their technology initiatives. As members of the Consortium, banks can gain deep insights into emerging fintech trends, develop better IT strategic roadmap decisions, and vet fintech vendors more efficiently.
2018
Investor and Board Observer
Mar 2018
Qmerit simplifies the adoption of electrification products for residential and light commercial markets. A leader in green energy transformation, the company provides value-driven services throughout the renewable energy equipment implementation lifecycle, from system planning, contractor selection, installation oversight and ongoing maintenance. Combining the company's digital managed services platform, nationwide network of certified electrical contractors and white-glove concierge services, Qmerit delivers customers an unmatched quality experience when installing electric vehicle charging stations, battery walls and microgrid solutions.
Investor, Board Advisor and Observer
Mar 2018
At Coverance Insurance Solutions, Inc. our mission is to help seniors get affordable high-quality Medicare Insurance that perfectly fits their needs. For more information contact us at info@coveranceis.com or call 888-664-2236.
Show all 21 entries ↓
Investment activity
2001–2023 · 13 investments
Recent (last 2 years)Earlier
