10
Total investments
2
Early stage
0
Mid stage
2
Late stage
10y
Years active
Portfolio
7 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Jan 2024
Great Gray is a leader in the collective investment trust (CIT) market with over $188.4 billion in fund assets. These assets are spread across funds that are overseen by 82 sub-advisors. Additionally, Great Gray maintains trading agreements with 37 trading platforms that provide access to 200+ recordkeepers (as of June 30, 2024).
We offer CITs across platforms representing most investment style categories including target-date and hard-asset funds. CITs are listed on NASDAQ and are valued daily; in fact, our President & CEO, Rob Barnett, was the first to enhance CIT transparency by listing 625+ searchable tickers through the Nasdaq Fund Network (NFN).
At Great Gray we believe in – and are driven by – growth. Continually expanding and transforming retirement solutions with a mindset that reaches far beyond the status quo, starting with CIT’s. Bringing new efficiencies, new possibilities and new objectives to our clients. And to their clients.
Always listening, learning, innovating on top of a long-standing reputation for fiduciary strength and expertise. Creating what’s next – for CIT’s and beyond – from a critical foundation of discipline and trust.
Empowering our industry, clients, and ourselves to grow confidently.
Board Member
Jan 2023
Zilliant delivers AI-driven pricing that helps B2B companies gain clarity, protect margins, and make faster decisions. With governed workflows and real-time intelligence, organizations can scale pricing with confidence—from core price management to advanced optimization.
Board Member
Dec 2020
Smart building technology made simple.
Digitize your real estate with the industry's only unified software platform
for data, operations and experience.
Smart Buildings Deliver: Cohesion delivers intelligence to global commercial real estate properties including multi-tenant offices, corporate real estate, life sciences, medical office, and industrial buildings to increase asset value.
One platform, endless value.
Our patented technology has the most comprehensive library of integrations to bring your operations under a single platform for centralized, holistic data and unprecedented value.
Intelligence: centralize your data and gain access for actionable insights on system performance and tenant engagement within your building spaces.
Digital Operations- Operational efficiency comes from digitizing your processes, including vendor, visitor, and maintenance management.
Tenant Experience: enhance your tenant experiences by boosting engagement and productivity.
Board Member
Aug 2020
Challenger is a global leader in training, technology, and consulting to win today’s complex sale. Our live, virtual and digital solutions support sales and marketing, and customer service professionals, leading to significant performance improvements and financial results.
Each sales, marketing, and customer service program we provide is supported by ongoing research and backed by our best- selling books, The Challenger Sale, The Challenger Customer, and The Effortless Experience.
MISSION:
We challenge unconventional thinking to unlock growth and enable an uncommon customer experience.
VISION:
Challenger aspires to be the leading global technology-enabled services provider in the revenue performance improvement space, offering an "always-on" modern growth solution for enterprises.
Board Member
Jul 2020
SalesHood's smarter and faster Sales Enablement Platform is purpose-built to improve sales effectiveness and proven to boost sales efficiency. Many of the faster growing companies like Activtrak, Alation, Copado, Omada Healthcare, Planview, PowerSchool, RingCentral, Sage, ServiceMax, Yext and many more are realizing fast revenue outcomes working with and using SalesHood.
With SalesHood, you don't have to figure it out and reinvent the wheel. Our software is equipped with automated guidance and templates covering the entire lifecycle of sales enablement. Our customer success experts will guide you every step of the way. Our consultants will provide you with strategy, consulting, and coaching to ensure the sales enablement programs you build in SalesHood results in sales effectiveness and sales efficiency improvements.
Board Member
Jan 2020
Were your practice growth partner to help you achieve your top priorities.
Generate new patients: Attract and convert the right new patients with Revenuewell’s digital marketing services. Our ADA Member Advantage endorsed services will help you stand out from the competition and strengthen your practice reputation.
Maximize practice performance: Increase patient production and turn your patients into lifelong ones with a patient engagement platform. It includes tools and content that help you discover untapped revenue opportunities, automate your patient communications, and fill your chairs with the right patients.
Simplify your front office operations: Make life easier for you and your patients with automation. Our tools automate your most manual and repetitive tasks and workflows that are a headache for you and your patients. This gives you more time to do the work you love and more time to spend with your patients.
Set your dental practice apart with RevenueWell.
Board Member
Jun 2016
We’ve moved. Follow SolarWinds on LinkedIn to stay up to date on all things ITSM and SolarWinds Service Desk.
---
SolarWinds Service Desk empowers IT teams in companies of all sizes to simplify everyday tasks, better connect with employees, and drive business productivity. Powered by smart technology like automations and artificial intelligence, SolarWinds Service Desk is a market-leading, cloud-based ITSM solution built with ITIL best practices and ease of use in mind. Streamline approvals, IT asset tracking, reporting, and countless other tasks involved in a modern IT environment.
Experience · 12 entries
All (12)
Investments (10)
Founder (1)
Board (10)
2024
Co-Founder
Jan 2024
Talas is a professional services firm specializing in revenue acceleration for B2B organizations within the Fintech, Healthtech, and Edtech sectors. Our business model is centered around providing high-impact, customized coaching solutions designed to elevate sales teams performance rapidly and effectively.
At Talas, we leverage technology to scale our coaching services, ensuring that our world-class mentors can deliver personalized, actionable insights and strategies to each client. Our approach is focused on turning rising stars into superstars, transforming potential into peak performance in a short period of time.
In today’s age of remote work, where mentorship opportunities can be limited, Talas addresses a critical gap by offering tailored, 1:1 coaching that delivers hands-on guidance and support. Our system enhances the efficiency and reach of our coaching, allowing us to maximize the impact of our expertise and fill the mentorship void left by traditional remote work setups.
Board Member
Jan 2024
Great Gray is a leader in the collective investment trust (CIT) market with over $188.4 billion in fund assets. These assets are spread across funds that are overseen by 82 sub-advisors. Additionally, Great Gray maintains trading agreements with 37 trading platforms that provide access to 200+ recordkeepers (as of June 30, 2024).
We offer CITs across platforms representing most investment style categories including target-date and hard-asset funds. CITs are listed on NASDAQ and are valued daily; in fact, our President & CEO, Rob Barnett, was the first to enhance CIT transparency by listing 625+ searchable tickers through the Nasdaq Fund Network (NFN).
At Great Gray we believe in – and are driven by – growth. Continually expanding and transforming retirement solutions with a mindset that reaches far beyond the status quo, starting with CIT’s. Bringing new efficiencies, new possibilities and new objectives to our clients. And to their clients.
Always listening, learning, innovating on top of a long-standing reputation for fiduciary strength and expertise. Creating what’s next – for CIT’s and beyond – from a critical foundation of discipline and trust.
Empowering our industry, clients, and ourselves to grow confidently.
2023
Board Member
Jan 2023
Zilliant delivers AI-driven pricing that helps B2B companies gain clarity, protect margins, and make faster decisions. With governed workflows and real-time intelligence, organizations can scale pricing with confidence—from core price management to advanced optimization.
2021
Board Member
Jul 2021
Exegy is a global leader in intelligent market data, advanced trading and execution systems, and future-proof technology and infrastructure. Backed by Marlin Equity Partners, Exegy serves as a strategic partner to the complete ecosystem of the buy side, sell side, exchanges, and ISV/technology firms around the globe.
At the heart of Exegy solutions are fully managed, high-performance, and scalable solutions powered by purpose-built appliances, hardware-acceleration, artificial intelligence, enterprise software, and service automation technologies derived from our extensive patent portfolio.
Headquartered in St. Louis with regional offices in the US, UK, and Asia Pacific regions, Exegy has the global footprint to deliver world-class support and managed services to its customer base.
2020
Board Member
Dec 2020
Smart building technology made simple.
Digitize your real estate with the industry's only unified software platform
for data, operations and experience.
Smart Buildings Deliver: Cohesion delivers intelligence to global commercial real estate properties including multi-tenant offices, corporate real estate, life sciences, medical office, and industrial buildings to increase asset value.
One platform, endless value.
Our patented technology has the most comprehensive library of integrations to bring your operations under a single platform for centralized, holistic data and unprecedented value.
Intelligence: centralize your data and gain access for actionable insights on system performance and tenant engagement within your building spaces.
Digital Operations- Operational efficiency comes from digitizing your processes, including vendor, visitor, and maintenance management.
Tenant Experience: enhance your tenant experiences by boosting engagement and productivity.
Show all 12 entries ↓
Investment activity
2016–2024 · 10 investments
Recent (last 2 years)Earlier
