Tom Petro

Shaping how boards govern AI through writing, speaking, and coaching on the structural shifts that matter most.

📍 Greater Philadelphia, United States🔄 Updated September 2026💼 9 investments📅 30 years investing🗓 Last invested Apr 2024
VC🌍 United States
9
Total investments
4
Early stage
1
Mid stage
1
Late stage
30y
Years active

Portfolio

7 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Observer
Apr 2024
NovaData-Solutions Inc. is a Philadelphia-based insure-tech, software as a service (SaaS) company offering a secure platform for automated restoration invoice scraping, auditing and analysis. The platform, Rest-Assured™, leverages advanced data strategies, OCR data capture and AI learning to drive operational efficiencies, increase effectiveness of financial anomaly detection, and accelerate the audit process. Rest-Assured™ technology produces automated assessments of invoices, allowing reviewers to focus more time on analyzing results and less on manual review and entry activities. Insurance industry data confirms that insurance companies and policyholders experience significant financial leakage in the resolution of claims for property restoration services. The leakage is estimated to be between 8-15%, translating to approximately $1.9B in overpayments every year. Rest-Assured™ is an expert tool designed for audit and insurance claims professionals to: 1. Maximize efficiency and consistency in the invoice audit process; 2. Drive down loss adjustment effort and costs; 3. Shorten the turnaround time for payments of undisputed aspects of claims; and, 4. Reduce financial leakage. Efficient - Effective - Unbiased
Board Member in Residence
Feb 2021
In a world of complexity and rapid change, standard operating procedures fall short. Companies today need more than guidance—they need elite, specialized operators who swiftly assess, adapt, and execute with precision. That’s who we are. People who don’t know us call us consultants. Our clients—and we—know we’re something else. We’re a collective of agile problem solvers, uniquely experienced. Most of us have started companies. All of us have scaled many. We’re builders, investors, and operators by trade. Few of us have spent time in traditional consultancies. Now is the time for fresh thinking. And doing. We thrive when the stakes are high and the problems are thorny—when business renewal is mission-critical for survival and success. With a start-up ethos rooted in discipline, innovation, and rapid execution, we take on challenges that seem insurmountable. We don’t just diagnose issues; we get our hands dirty, finding creative, actionable solutions that drive real results. Our success lies in tackling the unexpected, solving the unsolvable, and delivering impact where others falter. After all, we’re here to build business opportunities—not PowerPoints. Think of us as co-pilots. Our clients do, which is why all of them are references. Our lean, elite structure is deliberate. It allows us to move faster, think smarter, and execute with precision. We don’t need endless layers of hierarchy or cumbersome processes to get results. We operate with urgency, bringing a nimble and efficient approach to even the most complex projects. Whether it’s a targeted mission or a full-scale transformation, we’re the strategic strike team you can rely on to get the job done. Mach49. Agents of Change.
Board Observer and Investor
Oct 2016
Genome Profiling is a functional genomics company focused on decoding the sentinel power of the immune system’s global epigenetic response to acute and chronic health conditions, and to therapeutic interventions. We're leveraging those insights to create a pipeline of novel clinical diagnostic products that deliver transformational benefits to biopharmas, clinicians, patients and payers. The Company employs proprietary chemical and machine learning methods/operations to discover blood-based, quantitative, epigenetic “fingerprints” called EpiMarkers. EpiMarkers phenotypically characterize early and disease-specific immune system activation and function by providing increased resolution of dynamic gene methylomics (activation or suppression of the immune systems functional genes) that can be translated into current clinical testing methods. Genome Profiling EpiMarkers provide dynamic and detailed insights, that classical gene-mutation based methods cannot address, to enable novel precision diagnostic tests for acute and chronic diseases and to identify novel therapeutic targets. The Company’s primary focus is to apply its critical intellectual property and a growing epigenetic profile database for the rapid discovery and controlled validation of immune system derived EpiMarkers in cancer and neurological disorders.
early stageBiotechnology
Board Member and Investor
Oct 2016
Genome Profiling is a functional genomics company focused on decoding the sentinel power of the immune system’s global epigenetic response to acute and chronic health conditions, and to therapeutic interventions. We're leveraging those insights to create a pipeline of novel clinical diagnostic products that deliver transformational benefits to biopharmas, clinicians, patients and payers. The Company employs proprietary chemical and machine learning methods/operations to discover blood-based, quantitative, epigenetic “fingerprints” called EpiMarkers. EpiMarkers phenotypically characterize early and disease-specific immune system activation and function by providing increased resolution of dynamic gene methylomics (activation or suppression of the immune systems functional genes) that can be translated into current clinical testing methods. Genome Profiling EpiMarkers provide dynamic and detailed insights, that classical gene-mutation based methods cannot address, to enable novel precision diagnostic tests for acute and chronic diseases and to identify novel therapeutic targets. The Company’s primary focus is to apply its critical intellectual property and a growing epigenetic profile database for the rapid discovery and controlled validation of immune system derived EpiMarkers in cancer and neurological disorders.
early stageBiotechnology
Angel Investor
Jan 2013
Trice Medical™ was founded to fundamentally improve orthopedic diagnostics for the patient, physician, and payer by providing instant, eyes-on, answers. Trice has pioneered fully integrated camera-enabled technologies that provide a clinical solution that is optimized for the physicians office. Our mission is to provide more immediate and definitive patient care, eliminating the false reads associated with current indirect modalities and significantly reduce the overall cost to the healthcare system.
Board Observer
Jun 2007
As an independent mortgage lender licensed in Pennsylvania, New Jersey, Delaware, Maryland, Florida and Virginia, Philadelphia Mortgage Advisors offers the best of both worlds: access to more programs than the “big banks” and local expertise you can count on to get you from application to settlement and into your new home! We believe – and recent history has shown - that in the banking and mortgage industry, bigger is not always better. We are a group of mortgage professionals that have combined our experience and commitment to excellence to form a company that strives to provide only the best solutions and service to each and every client. Our success is based on two things: our exceptional staff of mortgage professionals and our innovative thinking. From the support of our mortgage advisors and highly-experienced staff to our access to a wide variety of mortgage programs, our approach to customer service and support is unmatched in the industry. We believe that when shopping for a mortgage you deserve - and we will provide - three things: 1. Great Service 2. Great Rates 3. Great Advice You can trust us to ensure that you will receive the highest level of service from application to settlement. If you are interested in a home loan or would like to inquire about working here, we would love to hear from you. Philadelphia Mortgage Advisors is a licensed mortgage lender by the PA Dept. of Banking and Securities, NJ Dept. of Banking & Insurance, the state of DE, the Florida Office of Financial Regulation, MD Mortgage Lender #23004 and VA State Corporation Commission #MC - 6797. NMLS #128570.
Experience · 14 entries
All (14)
Investments (9)
Founder (1)
Board (7)
2024
Board Observer
Apr 2024
NovaData-Solutions Inc. is a Philadelphia-based insure-tech, software as a service (SaaS) company offering a secure platform for automated restoration invoice scraping, auditing and analysis. The platform, Rest-Assured™, leverages advanced data strategies, OCR data capture and AI learning to drive operational efficiencies, increase effectiveness of financial anomaly detection, and accelerate the audit process. Rest-Assured™ technology produces automated assessments of invoices, allowing reviewers to focus more time on analyzing results and less on manual review and entry activities. Insurance industry data confirms that insurance companies and policyholders experience significant financial leakage in the resolution of claims for property restoration services. The leakage is estimated to be between 8-15%, translating to approximately $1.9B in overpayments every year. Rest-Assured™ is an expert tool designed for audit and insurance claims professionals to: 1. Maximize efficiency and consistency in the invoice audit process; 2. Drive down loss adjustment effort and costs; 3. Shorten the turnaround time for payments of undisputed aspects of claims; and, 4. Reduce financial leakage. Efficient - Effective - Unbiased
2023
Independent Board Member
Dec 2023
Serving Pennsylvania and New Jersey, Derstines offers a broad line of foodservice products to the region. Located just off of a major state highway in Sellersville, PA, we are easily accessible to both vendors and customers. Visit our website to find out more! www.derstines.com
2021
Board Member in Residence
Feb 2021
In a world of complexity and rapid change, standard operating procedures fall short. Companies today need more than guidance—they need elite, specialized operators who swiftly assess, adapt, and execute with precision. That’s who we are. People who don’t know us call us consultants. Our clients—and we—know we’re something else. We’re a collective of agile problem solvers, uniquely experienced. Most of us have started companies. All of us have scaled many. We’re builders, investors, and operators by trade. Few of us have spent time in traditional consultancies. Now is the time for fresh thinking. And doing. We thrive when the stakes are high and the problems are thorny—when business renewal is mission-critical for survival and success. With a start-up ethos rooted in discipline, innovation, and rapid execution, we take on challenges that seem insurmountable. We don’t just diagnose issues; we get our hands dirty, finding creative, actionable solutions that drive real results. Our success lies in tackling the unexpected, solving the unsolvable, and delivering impact where others falter. After all, we’re here to build business opportunities—not PowerPoints. Think of us as co-pilots. Our clients do, which is why all of them are references. Our lean, elite structure is deliberate. It allows us to move faster, think smarter, and execute with precision. We don’t need endless layers of hierarchy or cumbersome processes to get results. We operate with urgency, bringing a nimble and efficient approach to even the most complex projects. Whether it’s a targeted mission or a full-scale transformation, we’re the strategic strike team you can rely on to get the job done. Mach49. Agents of Change.
2017
Chair Of The Board Of Directors
Jun 2017
BizEquitys valuation software allows financial professionals to generate accurate, on-the-spot business valuations and business insights for their clients. Financial advisors, accountants, business coaches, insurance agents, and bankers use BizEquity’s cloud-based platform to deliver greater value to their clients, differentiate their services, generate additional revenue streams, and connect with prospective clients. What was traditionally an expensive, time-intensive, and invasive process, has now been streamlined and significantly reduced in cost by BizEquitys software. Developed and supported by valuation experts with first-hand experience, BizEquity is works with over 850 leading professional advisory firms in the US, Europe, and Asia. Their patented software is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their worth. Visit our site at www.BizEquity.com Or request a Demo at https://www.bizequity.com/demo
2016
Board Observer and Investor
Oct 2016
Genome Profiling is a functional genomics company focused on decoding the sentinel power of the immune system’s global epigenetic response to acute and chronic health conditions, and to therapeutic interventions. We're leveraging those insights to create a pipeline of novel clinical diagnostic products that deliver transformational benefits to biopharmas, clinicians, patients and payers. The Company employs proprietary chemical and machine learning methods/operations to discover blood-based, quantitative, epigenetic “fingerprints” called EpiMarkers. EpiMarkers phenotypically characterize early and disease-specific immune system activation and function by providing increased resolution of dynamic gene methylomics (activation or suppression of the immune systems functional genes) that can be translated into current clinical testing methods. Genome Profiling EpiMarkers provide dynamic and detailed insights, that classical gene-mutation based methods cannot address, to enable novel precision diagnostic tests for acute and chronic diseases and to identify novel therapeutic targets. The Company’s primary focus is to apply its critical intellectual property and a growing epigenetic profile database for the rapid discovery and controlled validation of immune system derived EpiMarkers in cancer and neurological disorders.
early stageBiotechnology
Show all 14 entries ↓
Investment activity
1996–2024 · 9 investments
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