21
Total investments
2
Early stage
6
Mid stage
6
Late stage
23y
Years active
Portfolio
15 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
May 2018
Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.
From client intake and engagement letters to document management, workflow automation, billing, and CRM, Canopy brings every part of your firm into one intuitive, AI-powered system.
Thousands of firms, from solo practitioners to multi-office teams, run on Canopy to reduce admin, increase visibility, and streamline how work gets done. Customers have replaced up to 14 tools, shortened onboarding by 50 percent, and scaled faster with fewer staff.
Backed by industry veterans, modern accountants, and forward-thinking investors, Canopy is built for the future of accounting: mobile, efficient, and client-focused.
Recognized by CPA Practice Advisor, G2, and The Future Ready Accountant Report, Canopy continues to lead in cloud-based practice management software.
Visit getcanopy.com to learn how you can simplify your workflows and run a smarter firm.
Board Observer
Feb 2018
Lyra Health is the leading provider of Workforce Mental Health benefits, available to more than 17 million people globally. Lyra is transforming access to life-changing mental health care using AI-powered provider matching, personalized support, and a digital platform to deliver evidenced-based support for individuals and teams. Lyra quickly connects members to an exclusive network of mental health providers and well-being tools, to address every mental health need and deliver positive outcomes across race and ethnicity. Independent peer-reviewed research confirms that Lyra’s transformative care model helps people recover twice as fast. For more information about Lyra Health’s Workforce Mental Health benefits for employers, visit lyrahealth.com.
Z
Board Member
Jul 2015
Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams.
Learn more at www.zendesk.com/sell/
Board Observer
Feb 2015
Health Catalyst is a leading provider of data and analytics technology and services to healthcare organizations, committed to being the catalyst for massive, measurable, data-informed healthcare improvement.
Drive change across your healthcare organization with powerful data, analytics, and expertise that improve performance and quality of care.
Board Member
Oct 2013
Cigna Digital is dedicated to the digital transformation of Cigna’s health plans. We work to create a superior customer experience through new engagement opportunities and enhanced features on myCigna.com.
Board Member
Jun 2013
CareCloud, Inc., formerly MTBC, is a leading healthcare technology company with a suite of unified, technology-enabled solutions for healthcare organizations, medical practices, and health systems.
In today’s challenging healthcare landscape, healthcare organizations need an innovative partner who can help enhance clinical workflows, increase revenue, modernize the patient experience, and reduce operational expenses.
Recognized for our inclusive, supportive culture, we attract highly talented professionals who are passionate about making healthcare better. Learn more on www.carecloud.com.
Want to join our team? Check out our open positions at www.carecloud.com/company-careers/
Board member
Apr 2013
Tealium helps companies collect, govern, and enrich their customer data in real-time to power AI initiatives and delight customers in the moments that matter. Tealium’s turnkey integration ecosystem supports more than 1,300 built-in connections from the world’s most prominent technology experts. Tealium’s solutions include a real-time customer data platform (CDP) with intelligent AI data streaming, tag management, and an API hub. Tealium’s data collection, management, and activation capabilities enable enterprises to accelerate operating performance, enhance customer experiences, drive better outcomes, and support global data compliance.
Named as a Leader in the 2024 & 2025 Gartner® Magic Quadrant for Customer Data Platforms™, more than 850 leading businesses globally trust Tealium to power their customer data strategies.
Board Observer
Aug 2010
Rival is a leading provider of human capital management solutions that enable organizations to simplify talent acquisition, modernize HR workflows and accelerate workforce productivity.
Board observer
Aug 2010
ThreatMetrix—now LexisNexis® Risk Solutions leverages global digital and physical identity intelligence, machine learning and advanced big data analytics to accelerate risk management decisions and fortify fraud defenses for businesses across the globe. Our solutions combine powerful ThreatMetrix technology and intuitive analytics with more than 78 billion data records augmented by the digital identity coverage of the LexisNexis® Digital Identity Network® to deliver a concise 360-degree view of risk at any point in the customer lifecycle. LexisNexis® Risk Solutions provides robust, actionable risk insights enabling secure and seamless transactions while limiting friction intelligently across every channel via a multi-layered approach.
Board member
Oct 2007
ADVA Optical Networking acquired Overture in January 2016. Please visit the ADVA Optical Networking company page here on LinkedIn for news and updates about our continued success as ADVA transforms the way carrier-class services are delivered. Or, visit www.advaoptical.com for more information.
Board member
Aug 2007
AOptix is revolutionizing wireless with ultra-high capacity wireless technology that delivers an unprecedented combination of bandwidth, availability and distance. Building on technology originally developed for deep space research and military applications, AOptix’s flagship product Intellimax uses Combined Optical-RF (COR™) technology to unlock new market opportunities for service providers and enterprises. Based in Silicon Valley, AOptix is a privately held company based in Campbell, CA. http://www.aoptix.com
Board observer
Jan 2006
Telenav is a leading provider of connected car and location-based software and services, focused on transforming life on the go for people with safe, convenient, and delightful in-vehicle digital experiences. Our software and services run on tens of millions of vehicles from some of the world’s largest automotive manufacturers, including Ford, GM, Daimler, Toyota, Lexus, Opel, SAIC and XPENG.
To learn more about how Telenav is enabling automotive companies to deliver unique user experiences in their vehicles visit www.telenav.com.
Board member
Jul 2005
Motorola Solutions is leading the evolution to mission-critical push-to-talk by driving development of the MCPTT Standard and meeting the unique needs of public safety.
Board observer
Feb 2003
Comscore (NASDAQ: SCOR) is a global, trusted partner for planning, transacting and evaluating media across platforms. With a data footprint that combines digital, linear TV, over-the-top and theatrical viewership intelligence with advanced audience insights, Comscore empowers media buyers and sellers to quantify their multiscreen behavior and make meaningful business decisions with confidence. A proven leader in measuring digital and TV audiences and advertising at scale, Comscore is the industrys emerging, third-party source for reliable and comprehensive cross-platform measurement. To learn more about Comscore, please visit Comscore.com.
Experience · 23 entries
All (23)
Investments (21)
Board (21)
2018
Board Member
May 2018
Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.
From client intake and engagement letters to document management, workflow automation, billing, and CRM, Canopy brings every part of your firm into one intuitive, AI-powered system.
Thousands of firms, from solo practitioners to multi-office teams, run on Canopy to reduce admin, increase visibility, and streamline how work gets done. Customers have replaced up to 14 tools, shortened onboarding by 50 percent, and scaled faster with fewer staff.
Backed by industry veterans, modern accountants, and forward-thinking investors, Canopy is built for the future of accounting: mobile, efficient, and client-focused.
Recognized by CPA Practice Advisor, G2, and The Future Ready Accountant Report, Canopy continues to lead in cloud-based practice management software.
Visit getcanopy.com to learn how you can simplify your workflows and run a smarter firm.
Board Observer
Feb 2018
Lyra Health is the leading provider of Workforce Mental Health benefits, available to more than 17 million people globally. Lyra is transforming access to life-changing mental health care using AI-powered provider matching, personalized support, and a digital platform to deliver evidenced-based support for individuals and teams. Lyra quickly connects members to an exclusive network of mental health providers and well-being tools, to address every mental health need and deliver positive outcomes across race and ethnicity. Independent peer-reviewed research confirms that Lyra’s transformative care model helps people recover twice as fast. For more information about Lyra Health’s Workforce Mental Health benefits for employers, visit lyrahealth.com.
2015
Z
Board Member
Jul 2015
Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams.
Learn more at www.zendesk.com/sell/
Board Observer
Feb 2015
Health Catalyst is a leading provider of data and analytics technology and services to healthcare organizations, committed to being the catalyst for massive, measurable, data-informed healthcare improvement.
Drive change across your healthcare organization with powerful data, analytics, and expertise that improve performance and quality of care.
Show all 23 entries ↓
Investment activity
2003–2018 · 21 investments
Recent (last 2 years)Earlier