3
Total investments
1
Early stage
1
Mid stage
1
Late stage
7y
Years active
Portfolio
3 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Feb 2024
At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital. The company is based in Detroit, Michigan, and was founded in 2016. At the time, we realized the industry as a whole operates within a black box, with countless hours spent on activities that made fundraising, investment management, and investor relations tedious and inefficient.
Since day one, we’ve known that tomorrow’s investor is one who will not only have access to detailed performance metrics across their portfolio, but also have the full picture of the positive impact they have made on the communities they have invested in. With that in mind, we’ve built a software platform that enables investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort, has been our close partnerships with commercial real estate syndicators and other investment firms around the globe. As of today, we are trusted by tens of thousands of investors, with billions of dollars managed on the platform.
Investor (Series A)
Mar 2023
HData empowers energy professionals with regulatory intelligence. Our purpose-built platform combines regulatory data with AI and specialized features to dramatically reduce the time-intensive burdens of research and analysis. Trusted by utilities, public utility commissions, service providers and analysts across the country, HData helps organizations to modernize regulatory information processes with secure and transparent AI technology. Learn how to get more comprehensive energy insights in less time at hdata.com.
Investor (Seed Round)
Feb 2019
We build software used by commercial tenants to maintain compliance with lease accounting standards, manage real estate leases, and execute lease transactions. Real estate is typically the second largest expense for a business next to payroll, yet the technology used to manage it is no more sophisticated than spreadsheets and email. This leaves companies vulnerable to multi-million dollar risk due to missed lease obligations, slow decision making and misinformed real estate strategy. Occupier is set to change all of this with intuitive, automated workflow, enabling companies to ensure compliance, mitigate risk and make more informed decisions that align with key business initiatives.
Experience · 4 entries
All (4)
Investments (3)
Founder (1)
Board (1)
2024
Board Member
Feb 2024
At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital. The company is based in Detroit, Michigan, and was founded in 2016. At the time, we realized the industry as a whole operates within a black box, with countless hours spent on activities that made fundraising, investment management, and investor relations tedious and inefficient.
Since day one, we’ve known that tomorrow’s investor is one who will not only have access to detailed performance metrics across their portfolio, but also have the full picture of the positive impact they have made on the communities they have invested in. With that in mind, we’ve built a software platform that enables investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort, has been our close partnerships with commercial real estate syndicators and other investment firms around the globe. As of today, we are trusted by tens of thousands of investors, with billions of dollars managed on the platform.
2023
Investor (Series A)
Mar 2023
HData empowers energy professionals with regulatory intelligence. Our purpose-built platform combines regulatory data with AI and specialized features to dramatically reduce the time-intensive burdens of research and analysis. Trusted by utilities, public utility commissions, service providers and analysts across the country, HData helps organizations to modernize regulatory information processes with secure and transparent AI technology. Learn how to get more comprehensive energy insights in less time at hdata.com.
2019
Investor (Seed Round)
Feb 2019
We build software used by commercial tenants to maintain compliance with lease accounting standards, manage real estate leases, and execute lease transactions. Real estate is typically the second largest expense for a business next to payroll, yet the technology used to manage it is no more sophisticated than spreadsheets and email. This leaves companies vulnerable to multi-million dollar risk due to missed lease obligations, slow decision making and misinformed real estate strategy. Occupier is set to change all of this with intuitive, automated workflow, enabling companies to ensure compliance, mitigate risk and make more informed decisions that align with key business initiatives.
2010
Co-Founder
Dec 2010
The Montauk Group optimizes bank relationships for corporations world-wide.
The extreme volatility of banking regulations, rates, fees, lending criteria, international exchange, and relentless bank revenue generation tactics mandate that companies perform constant analysis and tuning of their bank relationships. But with over 2,500 different fees charged by banks for services and no standards for pricing, few companies have the expertise or the time to continually monitor their banks, the data to comparatively gauge their performance, or the leverage to effectively negotiate with them. Through its Hawkeye and Yield180° services, Montauk fulfills this crucial role by arming the treasury departments of medium to large sized corporations with solutions designed to proactively commandeer bank relationships and associated costs. Montauk delivers a unique blend of services, technology, and benchmarking data that optimize bank relationships through persistent analysis, price comparisons, structuring, negotiation, and intermediation.
But the real Montauk advantage lies in our ability to monetize these results. In fact, Montauk clients enjoy gains they never thought possible with many realizing upside in the millions of dollars per year.
Investment activity
2019–2024 · 3 investments
Recent (last 2 years)Earlier