DataPile investor atlas

Angel investors & venture capitalists in United States

Last updated 04-10-2025. Data refreshed weekly.

437 Matches for your filters
3,050 Total investors in region
3,050 Profiles tracked nationwide
San Francisco (84) Largest investor hub
Andreessen Horowitz, Insight Partners Notable firms

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We found 437 investors with keyword investment management.

Market intelligence

  • Most active investment themes in United States: venture capital & private equity, investment banking, investment management.
  • 84 profiles are headquartered in San Francisco, making it the busiest hub in United States.
  • Featured firms include Andreessen Horowitz, Insight Partners, General Catalyst, Bain Capital Ventures.

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Showing 301 – 360 of 437 investors

Megan Bacon profile photo Horizon Technology Finance logo
Megan Bacon
Director of Investor Relations and Marketing
Horizon Technology Finance
Focus areas
venture capital & private equity venture loans special purpose loans bridge loans n a venture capital & private equity principals venture debt technology financing life sciences lending structured debt products capital solutions emerging technology healthcare finance venture capital partners investment management portfolio management cost-effective financing equity investors debt capital venture-backed companies growth capital financial services capital markets startup funding debt financing financial rigor flexible financing solutions investment portfolio business continuity capital growth financial expertise venture lending technology investments risk management debt-to-equity asset management private equity financial institution management team investor relations funding solutions investment strategy venture funding sustainable finance emerging markets innovative financing technology sectors healthcare investments venture capital community capital investment financial partnerships acquisition financing strategic investments investor support business development b2b services
Location
West Hartford, Connecticut, United States
Signals
Megan Holzmeister profile photo Adams Street Partners logo
Megan Holzmeister
Sales Operations Associate, Investor Relations
Adams Street Partners
Focus areas
venture capital & private equity global programs us fund of funds nonus fund of funds secondary investments venture capital & growth equity customized solutions buyout coinvestments private credit venture capital & private equity principals private market insights advanced analytics private equity secondaries private markets research venture capital proprietary data private equity fund-of-funds global presence market dislocation custom solutions private markets investment private equity firm financial technology co-investments services cybersecurity growth equity wealth management other financial investment activities primary investments private equity growth private equity history private market solutions private credit strategies private equity fund strategies private markets industry institutional investors private equity investments investment management private equity innovation risk management private equity relationships employee ownership investment strategies asset management private markets financial advisors investment professionals capital management esg integration diversity equity inclusion portfolio construction analytical tools middle market clo founder-first approach market-leading companies value-added services investment insights performance evaluation multi-currency research investment opportunities investor analytics community engagement operational due diligence historical analysis strategic partnerships capital structure investment risk portfolio diagnostics top-tier portfolios client service firm history global footprint client engagement investment performance collaboration risk-adjusted returns healthcare investments software investments b2b finance finance technology information technology & services financial services
Location
Chicago, Illinois, United States
Signals
Meghan Kelley profile photo Audax Private Equity logo
Meghan Kelley
Investor Relations
Audax Private Equity
Focus areas
venture capital & private equity middle market private equity investing buyandbuild value creation venture capital & private equity principals middle market growth-oriented investment firm buy & build strategy private equity u.s. companies operational improvements capital market efficiencies business services consumer products financial services healthcare industrial services software and technology leveraged buyouts ebitda growth sustainable competitive advantages management teams sector specialization alternative investment strategies partnerships scalable growth industry-leading companies investment focus capital resources collaborative approach deep industry expertise market presence operational enhancements add-on acquisitions middle market leaders financial performance customer segments investment sectors growth capital middle market investments control investments acquisition strategy organic growth inorganic growth ebitda investments strategic add-ons investment management portfolio growth wealth management industry expertise capital solutions structured equity esg considerations diversity and inclusion community engagement operational support market expansion team collaboration capital optimization risk management transaction opportunities stakeholder alignment portfolio management performance optimization transformational growth sustainable investing go-to-market strategy exit strategies fund management transaction execution regional expansion service providers facility operations process improvement investment criteria portfolio support team brand risk management clinical trial services equipment distribution energy solutions pallet management services customer base expansion logistics network b2b services consumer goods consumers health care health wellness & fitness hospital & health care
Location
Boston, Massachusetts, United States
Signals
Melanie Breaux profile photo Vanguard logo
Melanie Breaux
Director, Investment Stewardship (Corporate Governance, Board Governance), Americas
Vanguard
Focus areas
financial services active funds retail financial innovation investment advisory asset growth low-cost investing financial services other financial investment activities digital investing tools cost efficiency active management retirement planning investment research and insights asset management online investing market tracking market indices client resources market index tracking passive index funds index tracking b2c market insights retirement solutions retirement plans client-focused mutual funds investment solutions passive vs active management investment performance diversified portfolios portfolio management global presence cost-effective investing institutional investing fund shareholder structure cost savings etfs financial technology private equity transparency risk management financial planning global asset management global offices retail investing fund offerings digital platform index mutual funds tax planning retirement plan services fund shareholder ownership wealth management investment research financial advice financial advisory etfs for diversification passive investing low-cost index funds services investment management iras 401(k) plans portfolio diversification dividend growth funds target-date funds index funds bond funds active equity funds cash management retirement readiness personalized investing tax-exempt bonds money market funds robo-advisory financial wellness automatic enrollment environmental sustainability funds global equity investment advisory services direct indexing fixed income etfs educational resources investment objectives diversification strategies financial planning tools institutional investments nonprofit investing economic outlook client services brokerage services digital advice services wealth accumulation strategies emergency funds 401(k) management finance finance technology information technology & services financial consulting consulting management consulting
Location
Philadelphia, Pennsylvania, United States
Signals
Melissa Cahill profile photo HarbourVest Partners logo
Melissa Cahill
Managing Director, Investor Relations
HarbourVest Partners
Focus areas
venture capital & private equity private equity private debt primary fund investments secondary investments direct coinvestments venture capital buyout growth equity mezzanine real assets global private markets custom solutions venture capital & private equity principals private markets global investment firm leveraged buyouts secondary transactions direct co-investments infrastructure investments private credit institutional investors pension funds endowments foundations financial institutions individual investors emerging managers diverse managers investment strategies risk management diversification long-term value innovative investment solutions operational excellence collaborative partnerships global presence client-focused asset management financial services investment management market accessibility corporate citizenship customer satisfaction investment professionals comprehensive access tailored solutions primary investments esg investing quantitative investment emerging markets diverse investments global reach portfolio management fund managers secondary sellers firm partnerships client services global intelligence investment evaluation strategic partnerships fundraising market trends fund performance cross-border investments investment insights client satisfaction financial advisors ongoing development financial markets investment solutions portfolio diversification private wealth capital raising investor relations market access performance tracking investment analysis client engagement global offices volunteering initiatives career development diversity and inclusion b2b services fund-raising
Location
Boston, Massachusetts, United States
Signals
Melissa Freeman profile photo Oregon Venture Fund logo
Melissa Freeman
Director of Capital Raising and Investor Relations
Oregon Venture Fund
Focus areas
venture capital & private equity venture capital oregon innovation entrepreneurs funding vancouver washington startups investment venture capital & private equity principals must-have solutions pre-revenue startups large market opportunities regional investment deal sourcing portfolio management portfolio support fundraising venture partnerships growth companies tech and business leaders financial services early-stage funding early-stage diligence community reinvestment fundraising support investment management venture ecosystem growth market research tech startups growth investment startup funding early-stage companies regional economic development investor relations startup investment local entrepreneur support venture capital & private equity regional economic impact fund management oregon startups social impact investing investment portfolio due diligence company scaling investment strategy diverse sector investments market expansion investment analysis investor network b2b securities and commodity contracts intermediation and brokerage technology fund-raising
Location
Portland, Oregon, United States
Signals
53 Stations
Focus areas
venture capital & private equity venture capital & private equity principals wealth management technology companies built-world sector fintech technology sector enduring businesses wealth management startups technology industry ecosystem venture capital long-term company building flexible investment terms early-stage investing regulatory compliance financial services healthcare founder ecosystem market research founder partnership services startups healthtech digital transformation sector-specific investment company growth support early-stage investment venture capital & private equity long-term growth network of operators securities and commodity contracts intermediation and brokerage b2b healthcare technology leadership development founder support financial technology finance investment management finance technology information technology & services health care health wellness & fitness hospital & health care
Location
Chicago, Illinois, United States
Signals
Mia Wallace profile photo HarbourVest Partners logo
Mia Wallace
Investor Relations Associate
HarbourVest Partners
Focus areas
venture capital & private equity private equity private debt primary fund investments secondary investments direct coinvestments venture capital buyout growth equity mezzanine real assets global private markets custom solutions venture capital & private equity principals private markets global investment firm leveraged buyouts secondary transactions direct co-investments infrastructure investments private credit institutional investors pension funds endowments foundations financial institutions individual investors emerging managers diverse managers investment strategies risk management diversification long-term value innovative investment solutions operational excellence collaborative partnerships global presence client-focused asset management financial services investment management market accessibility corporate citizenship customer satisfaction investment professionals comprehensive access tailored solutions primary investments esg investing quantitative investment emerging markets diverse investments global reach portfolio management fund managers secondary sellers firm partnerships client services global intelligence investment evaluation strategic partnerships fundraising market trends fund performance cross-border investments investment insights client satisfaction financial advisors ongoing development financial markets investment solutions portfolio diversification private wealth capital raising investor relations market access performance tracking investment analysis client engagement global offices volunteering initiatives career development diversity and inclusion b2b services fund-raising
Location
Boston, Massachusetts, United States
Signals
MA
Michael Adams
SVP, Head of Investor Relations
LPL Financial
Focus areas
financial services independent broker dealer institution services ria independent advisors custom clearing services financial services investment bankers brokers service finance independent broker-dealer wealth management investment products financial advisors client-centric practices comprehensive resources digital marketing platform retirement planning estate planning tax planning cash management solutions affluent investors practice management tools investment advice financial goal setting technology platforms customer support regulatory compliance esg practices financial planning tools investment management business support financial institutions market flexibility client success advisor independence customer loyalty financial decision-making asset management investment strategies financial education client relationships personalized services competitive analysis industry leadership financial advising ria custodian investment solutions advisor support personalized financial planning technology platform client management business growth custodial services sustainable investing financial goals market research compliance support business operations financial planning software investment advisory integrated technology client engagement financial planning capabilities operational support custom solutions fee-based advisory market performance risk management investment platforms financial literacy client-focused services recruitment financial tools advisor networks community involvement strategic partnerships research insights diversity in finance high-net-worth services business transition operating model advisory leadership client-first approach non-proprietary investment best-in-class resources b2b consulting services law practice legal services capital markets
Location
Charlotte, North Carolina, United States
Signals
Michael Altschuler profile photo Comvest Partners logo
Michael Altschuler
Chief Administrative Officer & General Counsel
Comvest Partners
Focus areas
venture capital & private equity business technology services financial services specialty finance healthcare industrials outsourced services transportation logistics consumer retail ecommerce venture capital & private equity principals private equity credit investment middle-market companies strategic partnerships operational support tailored capital solutions direct lending opportunistic credit consumer sector healthcare services infrastructure services professional services business services software and technology investment management collaborative approach growth capital buyouts recapitalizations enterprise value north america esg considerations diversity and inclusion community engagement investment strategies asset management transaction experience value creation long-term partnerships flexible financing solutions industry expertise capital structure investment performance operational improvement business development assistance special opportunities capital solutions tailored financing operational guidance investor partnership growth equity business-building financial sponsorship portfolio management commercial banking structured capital debt financing equity investments capital markets fundraising acquisition financing strategic initiatives business development debt recapitalization operating resources hands-on support m&a financing investment size ebitda transaction types financial performance business strategy lending solutions emerging markets investment returns efficient capital deployment catalysts for growth risk management consulting services health care health wellness & fitness hospital & health care e-commerce consumer internet consumers internet information technology & services professional training & coaching b2b fund-raising
Location
West Palm Beach, Florida, United States
Signals
Michael Bitzelberger profile photo T. Rowe Price logo
Michael Bitzelberger
Senior Analyst - Individual Investor Services
T. Rowe Price
Focus areas
financial services asset management mutual funds subadvisory services retirement plans separate accounts iras retirement planning college planning investment bankers brokers service finance global asset manager client satisfaction ethical principles client-centric investment approach investment milestones active investing global investment reach long-term investment success financial advisory services risk assessment institutional clients financial services client trust building active management investment performance investment discipline active asset allocation portfolio management client-focused approach growth stock investment retirement services institutional asset management global reach active portfolio management investment insight sharing investment team other financial investment activities investment analysis client engagement investment process innovation fund lineup client-focused solutions fund performance analysis investment philosophy institutional investment active investment strategies investment research collaboration global investment solutions investment team collaboration investment process investment innovation fund performance investment risk controls ethical investment principles recordkeeping services investment risk management collaborative culture investment research investment strategies global asset management global market insights market insights investment risk mitigation market analysis investment products asset management firm client trust investment management active management differentiation financial advisory active etf management long-term investing active management culture long-term investment philosophy investment performance tracking investment decision process long-term profit focus investment risk investment expertise investment risk analysis growth stock investing client engagement strategies long-term growth focus long-term growth strategies investment decision-making long-term growth active management approach active fund management retirement plan administration investing retirement financial advisors etfs portfolio construction risk management wealth management investment solutions college savings plans 529 plans target date funds fixed income equity investments international investments multi-asset strategies financial planning market research tax efficiency performance analysis asset allocation liquidity management retirement savings real-time data investment guidance personal finance global investments investor education strategy development financial security institutional investors workplace retirement consulting services investment trends financial markets behavioral finance economic outlooks partnership opportunities fund management diversity and inclusion sustainable investing esg investing healthcare innovation b2b financial consulting consulting management consulting
Location
Nottingham, Maryland, United States
Signals
Michael Cagnina profile photo SEI logo
Michael Cagnina
SVP Head of North American Institutional Investor Growth
SEI
Focus areas
financial services investment processing fund processing investment management investment bankers brokers service finance fund accounting systems multi-asset class management big data digital transformation in finance ai-powered analytics investment management technology regtech compliance automation compliance services other financial investment activities technology platforms client reporting client portals cloud infrastructure sei wealth platform alternative investment technology client experience enhancement discretionary investment services portfolio management institutional asset management scalable data infrastructure regulatory reporting hedge funds digital banking client-centric solutions client relationship management digital transformation cybersecurity retirement planning private equity wealth advisory automated trust accounting b2b outsourced operations fund administration financial planning enterprise software investment banking fund accounting scalability private wealth management data integration financial services innovation customized investment solutions enterprise platform integration financial services client onboarding ai-driven analytics services financial advisory operational efficiency asset management services wealth management platform automation data analytics institutional investors etf product suite fintech integration investment solutions etfs asset management api integration cloud computing sei data cloud data management client solutions automation tools wealth advisory technology financial technology cybersecurity solutions wealth management data security regulatory compliance machine learning fund administration outsourcing digital asset management cloud-based fund services client engagement risk management performance analytics alternative investments family office solutions private banking technology solutions financial advisors financial institutions business process outsourcing operational excellence rias broker-dealers wealth platform investment strategies outsource solutions high-net-worth clients business transformation mutual funds client experience wealth creation personalized investment advisor technology advisor services operational infrastructure family offices investment manager services sustainable investing tax-smart strategies distribution-oriented investments platform services real-time reporting market insights financial independence growth strategies financial performance investment operations multi-channel distribution integrated financial services enterprises computer software information technology & services internet infrastructure internet capital markets financial consulting consulting management consulting finance technology computer & network security artificial intelligence
Location
Malvern, Pennsylvania, United States
Signals
Michael Castrilli profile photo Apollo Global Management, Inc. logo
Michael Castrilli
Director, Investor Relations and Services
Apollo Global Management, Inc.
Focus areas
financial services private equity credit real assets investment management investment managers finance real estate infrastructure energy transition capital consulting private markets access social impact leveraged buyouts private credit funds portfolio diversification fund management private markets yield strategies innovative solutions client solutions alternative credit energy & utilities sustainable real estate renewable energy projects asset management market diversification global reach energy infrastructure funds sector expertise risk management clean energy transition climate change esg integration b2b infrastructure funds global investment sustainable infrastructure energy infrastructure financing real estate funds climate-focused investments social impact investing decarbonization investments investment platform real assets in energy esg investment discipline energy transition investments talented professionals investment research alternative asset management long-term capital private credit market access asset-backed finance financial innovation investment strategies climate risk management individual investors collaborative culture wealth management data-driven investing carbon reduction strategies long-term growth digital infrastructure esg-focused private equity acquisitions fundraising retirement solutions sustainability institutional clients transparency sustainable investing energy security projects private credit for growth fund performance energy transition financial technology investment advisory services alternative investments asset origination distressed debt capital deployment growth equity hybrid strategies financial services infrastructure projects client partnership energy efficiency projects market opportunities green bonds other financial investment activities capital solutions venture capital long-duration capital green energy infrastructure client trust fundraising strategies real estate development credit management financial security risk-adjusted returns global financing institutional investors investment partnerships financial market insights economic outlook business growth fixed income equity investments retiree empowerment innovative capital solutions global infrastructure corporate financing market volatility democratizing finance business partnerships long-term investments financial performance economic resilience capital demands client risk management digital infrastructure financing semi-conductor investments energy security environmental challenges investment opportunities financial literacy investment excellence diversified portfolios strategic finance construction & real estate fund-raising environmental services renewables & environment finance technology information technology & services
Location
Bernards, New Jersey, United States
Signals
Michael Cohen profile photo SAIC Capital logo
Michael Cohen
VC Investor
SAIC Capital
Focus areas
venture capital & private equity venture capital & investment venture capital & private equity principals venture capital mobility solutions green technology sustainable innovations startups investment autonomous vehicles new energy technologies battery technology hydrogen solutions customer experience human-machine interaction iot solutions robotics artificial intelligence machine learning software security disruptive business models investment strategy early-stage startups growth-stage investments energy storage semiconductor technology grid management autonomous driving advanced manufacturing climate tech digital transformation electric vehicle charging battery systems cybersecurity in automotive supply chain solutions cloud computing peer-to-peer payments interactive robots innovative batteries smart transportation automotive innovations environmentally-friendly technologies stakeholder engagement collaborative partnerships market analysis business development financial investment investment management technology funding startup ecosystem autonomous driving solutions project management strategic planning b2b mechanical or industrial engineering information technology & services oil & energy enterprise software enterprises computer software financial services productivity
Location
San Francisco, California, United States
Signals
Michael Dominick profile photo Vanguard logo
Michael Dominick
Senior Director, Institutional Investor Group | Northeast
Vanguard
Focus areas
financial services active funds retail financial innovation investment advisory asset growth low-cost investing financial services other financial investment activities digital investing tools cost efficiency active management retirement planning investment research and insights asset management online investing market tracking market indices client resources market index tracking passive index funds index tracking b2c market insights retirement solutions retirement plans client-focused mutual funds investment solutions passive vs active management investment performance diversified portfolios portfolio management global presence cost-effective investing institutional investing fund shareholder structure cost savings etfs financial technology private equity transparency risk management financial planning global asset management global offices retail investing fund offerings digital platform index mutual funds tax planning retirement plan services fund shareholder ownership wealth management investment research financial advice financial advisory etfs for diversification passive investing low-cost index funds services investment management iras 401(k) plans portfolio diversification dividend growth funds target-date funds index funds bond funds active equity funds cash management retirement readiness personalized investing tax-exempt bonds money market funds robo-advisory financial wellness automatic enrollment environmental sustainability funds global equity investment advisory services direct indexing fixed income etfs educational resources investment objectives diversification strategies financial planning tools institutional investments nonprofit investing economic outlook client services brokerage services digital advice services wealth accumulation strategies emergency funds 401(k) management finance finance technology information technology & services financial consulting consulting management consulting
Location
Philadelphia, Pennsylvania, United States
Signals
Michael Giordano profile photo Alumni Ventures logo
Michael Giordano
Senior Vice President, Nurture and Investor Marketing
Alumni Ventures
Focus areas
venture capital & private equity venture capital & alumni investing venture capital & private equity principals fintech platforms alternative assets services decarbonization tech startup funding early-stage investing investment transparency biotech fundraising platform alumni-led funds co-investment opportunities seed funding fintech technology sector investment education democratized vc venture deal transparency fintech & blockchain space tech venture deal flow co-investment angel investing global vc access inclusive vc sustainability growth-stage companies technology innovation venture capital & private equity saas space exploration startups investor education venture deal sourcing digital ownership early-stage biotech venture funds investor community deal flow management fundraising stage-specific funds healthtech & biotech fund performance cryptocurrency investment management high-net-worth individuals healthtech investor network effects due diligence community-driven innovation elite vc partnerships series a b funding community building autonomous vehicles institutional investors ai hardware university alumni networks investment platform sector-specific funds energy tech technology & software venture deal flow automation community investing ai investments venture syndicate model fund management autonomous logistics accredited investors fund performance analytics market analysis regulatory compliance digital health fund administration deal sourcing community of investors sector focus tax documentation financial services portfolio management venture career pathways diversified portfolios venture ecosystem biotechnology climate tech university alumni funds venture capital iot retail venture investing deep tech artificial intelligence robotics fundraising democratization cybersecurity investment process investment diversification technology investments blockchain investment strategy biotech r&d platforms community-backed startups investor relations geographic diversification venture education programs cybersecurity startups enterprise software private equity venture syndicates stage focus securities and commodity contracts intermediation and brokerage investment portfolios network powered co-investor startup investing impact investing early-stage companies capital sourcing entrepreneur support risk mitigation health technology ai integration biotech startups crowdfunding syndicated investments community engagement performance metrics fundraising strategy diversity in startups financial inclusion entrepreneurship tech-driven solutions global investments education on venture capital market analytics deal flow women-led startups sustainability in investing community capital professional fund administration focused investment strategies innovative technologies exits returns on investment proprietary deal access collaboration in investing fostering financial literacy market positioning healthcare innovations b2b healthcare finance education transportation & logistics energy & utilities finance technology information technology & services environmental services renewables & environment computer software fund-raising health wellness & fitness mechanical or industrial engineering enterprises social fundraising social media consumer internet consumers internet health care hospital & health care
Location
Boston, Massachusetts, United States
Signals
Michael Hoey profile photo Millennium logo
Michael Hoey
Capital Development and Investor Relations
Millennium
Focus areas
investment management financial & hedge fund global investment firm alternative investments diversified portfolio high-quality returns investment management risk management entrepreneurial culture multi-strategy hedge fund sophisticated technology institutional investors high-net-worth individuals portfolio management autonomy global presence investment strategies fundamental equity equity arbitrage fixed income commodities quantitative strategies capital stability operational efficiency financial markets asset management performance-based fees collaborative environment innovative solutions disciplined approach market opportunities investment professionals global expertise ethical conduct integrity competitive environment alternative investment portfolio management technology infrastructure capital development equities arbitrage strategies data analytics financial technology global exchanges trading management employee empowerment collaborative culture regulatory compliance employee training market analysis investment research team autonomy core infrastructure career development global operations entrepreneurial investing performance measurement investment risk financial performance market conditions advanced technology data ingestion artificial intelligence cloud computing liquidity management financial advisory market insights business development strategic partnerships trading infrastructure operational transformation investment insights empowering talent diversity and inclusion b2b services financial services finance technology information technology & services enterprise software enterprises computer software financial consulting consulting management consulting
Location
New York, New York, United States
Signals
Michael Janiszewski profile photo Alter Domus logo
Michael Janiszewski
Chief Operating Officer & Group Executive Board Member
Alter Domus
Focus areas
financial services fund services corporate services debt depositary services transfer pricing real estate regulatory & compliance services liquidation capital markets consolidation ifrs middle office services cosourcing services manco management company fund administration aifm private equity private debt alternative investments asset management investor management compliance management technology solutions real assets wealth administration cross-border expertise data management client-centric service global presence institutional investors financial technology operational excellence risk mitigation customized solutions client partnerships transparency efficiency talent development market insights regulatory compliance investment management data analytics portfolio management fund accounting risk management asset monitoring clo services aifm services financial reporting client services back-office solutions administrative support strategic outsourcing performance reporting data extraction harmonization esg commitment global reach financial institutions tailor-made solutions funding solutions investor reporting risk analytics fund servicing client relationships operational efficiency investment strategies centralized platform reporting solutions customized support global office network technology integration agile processes data transparency administrator services outsourced services money management b2b consulting services financial services venture capital & private equity finance technology information technology & services
Location
New York, New York, United States
Signals
Michael Joseph profile photo HarbourVest Partners logo
Michael Joseph
Principal | Investor Relations
HarbourVest Partners
Focus areas
venture capital & private equity private equity private debt primary fund investments secondary investments direct coinvestments venture capital buyout growth equity mezzanine real assets global private markets custom solutions venture capital & private equity principals private markets global investment firm leveraged buyouts secondary transactions direct co-investments infrastructure investments private credit institutional investors pension funds endowments foundations financial institutions individual investors emerging managers diverse managers investment strategies risk management diversification long-term value innovative investment solutions operational excellence collaborative partnerships global presence client-focused asset management financial services investment management market accessibility corporate citizenship customer satisfaction investment professionals comprehensive access tailored solutions primary investments esg investing quantitative investment emerging markets diverse investments global reach portfolio management fund managers secondary sellers firm partnerships client services global intelligence investment evaluation strategic partnerships fundraising market trends fund performance cross-border investments investment insights client satisfaction financial advisors ongoing development financial markets investment solutions portfolio diversification private wealth capital raising investor relations market access performance tracking investment analysis client engagement global offices volunteering initiatives career development diversity and inclusion b2b services fund-raising
Location
Boston, Massachusetts, United States
Signals
Michael Lipin profile photo Ten Coves Capital logo
Michael Lipin
Growth Equity Investor
Ten Coves Capital
Focus areas
venture capital & private equity venture capital & private equity principals financial technology infrastructure support payments services asset management solutions high-growth fintech companies asset management lending capital markets financial ecosystem pattern recognition enabling workflows capital markets infrastructure patient capital risk management venture capital & private equity fintech investments growth equity strategic support insurance and benefits tech technology business services fintech b2b investment financial advisory capital markets technology financial technology innovation financial services investment management strategic business scaling scaling expertise data and business services insurance acquisitions portfolio management extensive network private equity critical infrastructure payment solutions securities and commodity contracts intermediation and brokerage re-imagining financial ecosystem asset management technology technology-enabled financial services venture capital banking technology growth capital insurance technology lending technology financial data services finance finance technology information technology & services financial consulting consulting management consulting
Location
New York, New York, United States
Signals
Michael Vergara profile photo Centana Growth Partners logo
Michael Vergara
Investor
Centana Growth Partners
Focus areas
venture capital & private equity growth equity investing focused on financial services financial technology & related enterprise software venture capital & private equity principals payments growth capital banking sector experience growth equity fintech financial ecosystem financial services board experience unit economics asset management wealth management industry influencers disruptive financial technology investment range enterprise software private equity market-leading businesses board-level expertise de-risking balance sheets growth acceleration investment in financial technology recurring revenue capital markets investment tailored to entrepreneurs sector-specific investment customer traction operating executives industry influencers network global investment mandate venture capital strategic network capital investment insurance strategic partnerships rapidly growing companies b2b services securities and commodity contracts intermediation and brokerage investment financial technology risk management finance technology information technology & services investment management enterprises computer software
Location
New York, New York, United States
Signals
Michelle Clarke profile photo Cliintel Capital logo
Michelle Clarke
Director of Investor Relations
Cliintel Capital
Focus areas
venture capital & private equity business intelligence & analytics vice the emerging markets six sigma venture capital change acceleration process programproject management & design programproject management & design business intelligence & analytics best practice & process de best practice & process design & documentation cannabis venture capital & private equity principals strategic consulting investor relations ar and vr art experiences art and technology investment in people strategic partnerships technology integration high-growth emerging markets cannabis industry cannabis supply chain digital art replicas emerging sector investment regulatory navigation business growth support high-risk investment due diligence art distribution technology regulatory compliance regulation-compliant marketing deal assessment impact-driven venture capital mobile workshops for artists copyright management for artists art and ai impact industry insight business support services investment management urban beautification projects community engagement in art cannabis industry investment portfolio management portfolio diversification family business history public space collaborations ai in art protection cannabis sector investment impact investing emerging vice industries strategic guidance business development industry expertise art and innovation high-risk emerging markets market analysis people-focused investment regulatory industry expertise investment process art & technology capital strategy corporate governance roi-focused investments people-driven investment growth-oriented companies portfolio companies fund management investment risk management public art initiatives venture capital & private equity b2b consulting services other financial investment activities funding innovation risk assessment alternative investments digital marketing leadership development pharmaceuticals medical management consulting financial services marketing & advertising
Location
Littleton, Colorado, United States
Signals
Michelle Daubar profile photo Oak HC/FT logo
Michelle Daubar
Partner, Head of Investor Relations & Capital Formation
Oak HC/FT
Focus areas
venture capital & private equity venture capital growth equity fintech healthcare digital health financial services venture capital & private equity principals workflow automation healthcare transformation technology support digital health platforms growth support consulting cybersecurity healthcare analytics fintech innovation machine learning company growth strategic guidance value-based care solutions network of industry leaders portfolio companies software as a service technology leveraging services digital transformation healthcare startups financial crime detection investment strategy healthcare data analytics fraud detection ai behavioral health u.s. investments fintech ai solutions technology ecosystem digital payments healthcare services cloud computing enterprise software portfolio management company scaling healthcare system reform fund management healthcare system innovation fraud detection risk management fintech investments ai-powered solutions healthcare ai applications growth-stage funding investment management early-stage funding retail ai in healthcare market transformation supply chain ai telehealth cloud infrastructure investment banking and securities intermediation regulatory compliance supply chain management healthcare delivery board participation financial technology company mentorship fundraising payment solutions sector expertise d2c operational efficiency healthtech industry leaders customer engagement data security ai in financial services ai-driven healthcare payment processing payment infrastructure capital deployment telemedicine healthcare technology sector innovation investment firm data analytics health tech e-commerce b2b technology innovation regional investments remote patient monitoring technology-driven solutions automation fintech platform development digital health funding private markets infrastructure payment systems industry networks value-based care ai healthcare investment fintech investment portfolio company investment philosophy telehealth solutions clinical insights financial crime prevention medicare advantage omnichannel e-commerce business automation ai-driven solutions healthcare logistics digital payment methods patient engagement healthcare innovation venture funding provider enablement market expansion clinical care management specialty care access value-based framework consumer finance technology healthcare staffing digital marketplace healthcare cost reduction patient safety social determinants of health remote care delivery executive recruitment health tech startups financial regulations customer success strategy supply chain optimization telehealth access patient-centered care finance finance technology information technology & services health care health wellness & fitness hospital & health care artificial intelligence saas computer software enterprises computer & network security internet infrastructure internet logistics & supply chain fund-raising health care information technology consumer internet consumers staffing & recruiting
Location
New York, New York, United States
Signals
Michelle Maldonado profile photo H.I.G. Capital logo
Michelle Maldonado
Senior Vice President, Investor Services
H.I.G. Capital
Focus areas
venture capital & private equity private equity growth equity debt credit real estate & public equities business services finance venture capital & private equity principals strategic operational support alternative assets infrastructure value-add esg management partnerships services financial management debt funds global assets under management value creation operational value creation private debt value-add properties real estate development projects cross-border investments real estate portfolio management infrastructure assets asset management healthcare funds portfolio operational support operational improvement private equity in manufacturing growth capital healthcare technology middle-market companies middle-market private equity growth capital in tech strategic investments other financial investment activities investment professionals portfolio companies private capital healthcare outsourcing real estate repositioning logistics manufacturing healthcare real estate investments responsible investment middle-market investments global alternative assets infrastructure funds asset management services value-add investments credit restructuring esg integration investment strategies real estate funds healthcare provider investments technology investments market-leading companies strategic growth special situations credit special situations debt infrastructure projects recapitalizations growth-stage healthcare fintech financial services equity investments private equity funds value-added real estate healthcare investments sustainable value creation global investment credit funds healthcare innovation investments infrastructure operational improvement asset management in real estate debt financing infrastructure asset-backed investments industry-specific investments real estate development real estate rehabilitation credit strategies management buyouts direct lending sustainable investing operational expertise global investment firm alternative investments infrastructure investments capital raise middle market business partnerships transaction management industry knowledge market expansion investment opportunities corporate carve-outs strategic partnerships investment firms capital markets business development direct origination financial consulting revenue growth consumer products mid-cap companies credit solutions b2b investments operational improvements value-add strategies market analytics construction & real estate b2b mechanical or industrial engineering health care health wellness & fitness hospital & health care finance technology information technology & services investment management venture capital & private equity consulting management consulting consumer goods consumers
Location
United States
Signals
Michelle Sweet profile photo Adams Street Partners logo
Michelle Sweet
Principal - Investor Relations
Adams Street Partners
Focus areas
venture capital & private equity global programs us fund of funds nonus fund of funds secondary investments venture capital & growth equity customized solutions buyout coinvestments private credit venture capital & private equity principals private market insights advanced analytics private equity secondaries private markets research venture capital proprietary data private equity fund-of-funds global presence market dislocation custom solutions private markets investment private equity firm financial technology co-investments services cybersecurity growth equity wealth management other financial investment activities primary investments private equity growth private equity history private market solutions private credit strategies private equity fund strategies private markets industry institutional investors private equity investments investment management private equity innovation risk management private equity relationships employee ownership investment strategies asset management private markets financial advisors investment professionals capital management esg integration diversity equity inclusion portfolio construction analytical tools middle market clo founder-first approach market-leading companies value-added services investment insights performance evaluation multi-currency research investment opportunities investor analytics community engagement operational due diligence historical analysis strategic partnerships capital structure investment risk portfolio diagnostics top-tier portfolios client service firm history global footprint client engagement investment performance collaboration risk-adjusted returns healthcare investments software investments b2b finance finance technology information technology & services financial services
Location
Chicago, Illinois, United States
Signals
Michelle Ward profile photo Loon Creek Capital Group logo
Michelle Ward
Investor Services Director
Loon Creek Capital Group
Focus areas
venture capital & private equity investment syndicate spv formation spv management single investment llc angel investor services angel investment services syndicate management entrepreneurship angel investing group investing single investment entity revenue based financing capitalization table management cap table management investment groups angel groups private investments royalty based financing growth capital alternative investments venture capital & private equity principals fund formation investor portal financial services flexible fund management high-touch service fund compliance fund formation support regulatory compliance b2b technology-backed investment services investor management investor onboarding portfolio management fund liquidation spv administration securities and commodity contracts intermediation and brokerage fund administration tax coordination fund services tax and k-1s fund lifecycle management venture capital tax planning fund lifecycle custom fund solutions services investment management microfunds saas finance venture capital & private equity computer software information technology & services
Location
United States
Signals
Mike Balkin profile photo Horizon Technology Finance logo
Mike Balkin
Chief Executive Officer and Board Member
Horizon Technology Finance
Focus areas
venture capital & private equity venture loans special purpose loans bridge loans n a venture capital & private equity principals venture debt technology financing life sciences lending structured debt products capital solutions emerging technology healthcare finance venture capital partners investment management portfolio management cost-effective financing equity investors debt capital venture-backed companies growth capital financial services capital markets startup funding debt financing financial rigor flexible financing solutions investment portfolio business continuity capital growth financial expertise venture lending technology investments risk management debt-to-equity asset management private equity financial institution management team investor relations funding solutions investment strategy venture funding sustainable finance emerging markets innovative financing technology sectors healthcare investments venture capital community capital investment financial partnerships acquisition financing strategic investments investor support business development b2b services
Location
Chicago, Illinois, United States
Signals
Mira Amin profile photo Bessemer Venture Partners logo
Mira Amin
Investor
Bessemer Venture Partners
Focus areas
venture capital & private equity seed stage early stage growth stage venture capital consumer enterprise healthcare saas finance venture capital & private equity principals strategic mentorship growth support high-growth startups healthcare technology artificial intelligence software financial technology machine learning long-term partnership strategic guidance technology sectors heritage investment portfolio management anti-portfolio public offerings technology investments operational support innovation funding industry networks century-old firm global network portfolio companies innovative companies emerging tech series funding industry experts long-term value fintech investment philosophy public market readiness global tech investments heritage venture capital tech industry support market growth industry disruption support e-commerce legacy of innovation series b funding early-stage mentorship tech ecosystem data security scaling businesses global innovation support cloud computing acquisition support technology ecosystem development market-leading companies investment management cloud infrastructure early-stage funding scalable startups startup funding venture capital history consumer internet investment in digital age emerging technologies silicon valley global venture capital venture funding tech sector investment innovation scalable tech companies growth-stage investments technology evolution entrepreneurial ecosystem cybersecurity scalable businesses entrepreneur support growth capital market expansion investment strategy disruptive innovation securities and commodity contracts intermediation and brokerage series a funding digital transformation technology sector focus ipo support long-term value creation high-growth sectors biotech entrepreneurship support early-stage investment private equity disruptive technology mentorship long-term investment technology ai deep learning chatbots natural language processing biotech innovations data analytics performance management automation investment insights blockchain crypto investments marketplaces vertical software developer platforms apis cloud services intelligent systems supply chain optimization customer engagement software development enterprise solutions remote work solutions mobile applications predictive analytics health tech data privacy consumer technology fintech solutions web development market trends investor networks financial automation regulatory technology user experience design innovative startups management platforms customer relationship management funding opportunities ai ethics health care health wellness & fitness hospital & health care computer software information technology & services financial services finance technology consumers internet computer & network security enterprise software enterprises b2b internet infrastructure mentoring mobile apps analytics design crm sales
Location
United States
Signals
Monica Chase profile photo TSG Consumer Partners logo
Monica Chase
Managing Director, Head of Investor Relations
TSG Consumer Partners
Focus areas
venture capital & private equity private equity consumer brand investing digital strategy brand building consumer insights product innovation channel strategy venture capital & private equity principals consumer-focused investments growth capital strategic partnership digital marketing innovation health & wellness food & beverage beauty & personal care home & auto restaurants consumer brands operational support flexible investment long-term partnership category-leading brands market disruption digital transformation portfolio management middle-market companies iconic brands diverse consumer demographics e-commerce brand strategy financial performance investment approach tsg vantage operational excellence revenue growth market reach consumer technology household products pet products apparel and accessories consumer investing minority investments majority investments ecommerce fintech health and wellness food and beverage mobile gaming investment flexibility long-term partnerships brand innovation performance marketing portfolio operations investment strategy financial advisory value creation marketing channels investment management asset management consumer-focused strategic growth risk assessment capital investment resource allocation business development investment opportunities leadership team trusted advisors mergers and acquisitions brand performance flexible deal structure high-growth companies investment referrals analytics executive team consumer services category expansion b2c d2c consulting retail financial services marketing marketing & advertising health wellness & fitness food & beverages consumer goods consumers consumer internet internet information technology & services finance technology financial consulting management consulting b2b mergers & acquisitions
Location
Larchmont, New York, United States
Signals
NB
Nancy Brown
Chief Seamless Officer & Board Member
CLA (CliftonLarsonAllen)
Focus areas
accounting audit tax consulting outsourcing wealth advisory public accounting cpa state & local tax assurance international tax cost segregation financial services administrative finance artificial intelligence nonprofit services financial reporting accounting digital transformation tools services digital solutions for clients client-centric government services global network charitable foundation cloud security automation tools service innovation wealth management data security nonprofit community engagement digital reporting tools data analytics global reach operational improvement digital reporting cloud platforms client-centric approach financial analytics tax consulting investment advisory cloud computing cloud services diversity growth strategy digital tools audit services education risk management credit union services cloud solutions financial reporting tools digital workflows business intelligence regulatory compliance digital platforms entrepreneurship support long-term relationships tax advisory client trust investment management manufacturing automation healthcare b2b tax preparation bookkeeping and payroll services digital transformation leadership development cloud technology cloud infrastructure management cloud integration credit unions employee growth digital audit tools industry focus charitable giving digital audit data-driven insights regulatory advisory automation in auditing data management platforms client tailored solutions operational efficiency digital solutions community programs entrepreneurship industry specialization digital collaboration cloud-based outsourcing data analytics tools financial planning data analytics platforms employee benefits cloud security solutions digital tools for finance cybersecurity cloud computing services data management systems business advisory national reach employee development technology platforms cloud-based solutions industry expertise diversity and inclusion tax planning enterprise software national presence integrated services outsourcing services client solutions professional services technology consulting integrated solutions government business consulting cloud infrastructure data management private businesses automation platforms client partnership accounting services service delivery financial institutions cloud-based software data security solutions cpas consultants wealth advisors tax services accounting solutions assurance services cloud accounting sec-registered advisor private business support succession planning entrepreneur support integrated capabilities team collaboration local support financial compliance client engagement strategic growth technology solutions secure file transfer performance improvement legal entity compliance accounting standards customized solutions customer focus financial education opportunity creation community support client relationship management global presence remote collaboration personalized service financial analysis market trends business strategy tax compliance financial insights webinars and events legal non-profit distribution transportation & logistics construction & real estate information technology & services computer & network security enterprises computer software analytics mechanical or industrial engineering health care health wellness & fitness hospital & health care professional training & coaching management consulting internet infrastructure internet nonprofit organization management
Location
Charlotte, North Carolina, United States
Signals
NN
Nancy Nabhan
Investor-Client Servicing Specialist
Brown Brothers Harriman
Focus areas
financial services private banking investment management investor services financial services wealth management asset servicing investment banking private equity commercial banking advisory services global custody securities administration high-net-worth individuals family offices institutional investors capital partner solutions personalized service long-term relationships risk management operational efficiency alternative fund services etf services client success partnership culture sophisticated investors family-owned businesses succession planning technology solutions regulatory compliance client engagement community involvement premium service specialist expertise financial advisory merger and acquisitions trust administration estate planning client-focused approach innovative technology market presence customer loyalty employee satisfaction custody services fund administration securities lending foreign exchange transfer agency regulatory intelligence global markets client experience multi-family office corporate advisory trust services investment strategy endowment management philanthropic advisory values-based wealth planning funding solutions cross-border fund services depositary services alternatives data solutions market insights capital partners financial institutions custom solutions strategic partnerships personalized services expertise and insight long-term investment strategy sustainable investing client-centric approach global reach investment research assets under custody market trends client success stories business continuity planning b2b consulting services capital markets financial consulting management consulting law practice legal services venture capital & private equity
Location
New York, New York, United States
Signals
Nancy Nguyen profile photo Pinegrove Venture Partners logo
Nancy Nguyen
Investor
Pinegrove Venture Partners
Focus areas
venture capital & private equity secondary investments liquidity solutions lp partnerships gp partnerships venture capital fund of funds private credit venture debt venture capital & private equity principals secondary market investments sponsor collaborations global innovation economy other financial investment activities fund of funds strategies venture secondaries sequoia heritage assets under management investment advisory startup funding financial services technology investments fund of funds management investment platform brookfield asset management fund managers investment solutions limited partners capital markets fund management venture capital & private equity portfolio management co-investments emerging startups venture debt funds growth capital co-investment strategies co-investment platform venture ecosystem innovation economy venture capital ecosystem venture investment investment management venture capital solutions private market investments venture secondaries market emerging technologies asset allocation asset management private equity b2b finance
Location
United States
Signals
TCV
Focus areas
venture capital & private equity venture capital & private equity principals growth equity technology investment category-defining companies long-term partnerships strategic guidance global presence innovation consumer technology fintech application software infrastructure software saas digital banking customer experience market leadership mission-driven teams investment management technology sectors diverse portfolio capital investment scaling businesses behavioral shifts equity investments recurring relationships operational efficiency hr management contract management strategic decision-making transformative technology venture capital technology investments financial performance cloud-based platform construction finance capital flow real-time collaboration compliance solutions risk mitigation lending decisions portfolio management long-term growth strategic partnerships saas business investor relations technology companies capital market strategies investment advisories innovation funding digital transformation entrepreneur support investing in startups financial management solutions api economy portfolio optimization data intelligence investment strategy hybrid cloud solutions construction ecosystem strategic exits performance tracking thought leadership capital raising financial technology investment monitoring business scalability company valuations market trends investor communications analytics tools financial compliance global partnerships digital finance solutions investor engagement customer loyalty strategies b2b services finance technology information technology & services financial services computer software
Location
New York, New York, United States
Signals
Nate Leskovec profile photo Summit Partners logo
Nate Leskovec
Technology Investor
Summit Partners
Focus areas
venture capital & private equity growth equity investing focused on growth industries including technology healthcare life sciences business financial services consumer energy education & industrial venture capital & private equity principals growth capital portfolio companies scaling high-growth companies investment team healthcare innovation global sector investments market expansion strategies operational excellence growth equity strategic support fund management mergers and acquisitions investment strategies investment firm long-term value creation growth support growth investments private markets growth company partnerships healthcare investments fundraising public offerings healthcare sector long-term value scaling businesses long-term partnerships growth companies value creation public market investments technology sector expertise sector focus investments private equity funds mergers & acquisitions private market growth investment platform industry expertise venture growth healthcare & life sciences growth capital deployment market leaders capital management growth-oriented investments technology innovation investment process technology sector investment partners business growth company scaling global investment scaling companies sector-specific expertise growth sectors industry verticals long-term growth venture capital industry focus industry-specific investments category-leading companies investment portfolio portfolio management value creation strategies growth strategy market disruption operational support sector focus strategic exits capital deployment growth support services private equity market expansion business services sector-specific support securities and commodity contracts intermediation and brokerage market growth technology investments investment approach investment partner growth products industrial technology marketing technology saas solutions digital transformation capital markets risk management performance optimization human capital strategy m&a support cybersecurity investment ai-driven solutions data management revenue optimization cloud computing healthcare technology lending applications embedded finance direct-to-consumer wealth management telehealth services clinical trials outpatient care e-commerce solutions supply chain management customer engagement virtual rent-to-own data analytics medical services business process automation advanced statistics regulated industries financial compliance environmental testing document management contract research organization tech-enabled services profitability growth consumer brands autonomous systems optimization technology recruitment strategy investment strategy growth_investment b2b finance health care health wellness & fitness hospital & health care fund-raising enterprise software enterprises computer software information technology & services investment management consumer internet consumers internet logistics & supply chain
Location
Boston, Massachusetts, United States
Signals
Nathan Lagergren profile photo SS&C Technologies logo
Nathan Lagergren
CIO - Global Investor and Distribution Solutions, US
SS&C Technologies
Focus areas
information technology & services portfolio management trading private equity fund of funds & hedge fund administration institutional outsourcing financial services software asp bpo license computer software: prepackaged software technology software development financial services healthcare technology investment management asset management solutions fund administration regulatory compliance risk analytics performance measurement intelligent automation data management client success operational excellence technology solutions hedge funds mutual funds wealth management retirement services compliance services ai solutions digital transformation operational complexity global reach industry-leading technology investment operations customer segments diverse client base strategic acquisitions innovative solutions market-leading software trusted provider financial technology healthcare solutions client onboarding alternative investments data aggregation risk management performance analytics investment operations support investment management software asset management client communications trade order management investment accounting data & analytics investor services esg reporting risk & compliance middle office operations client relationship management business process outsourcing managed it services health solutions wealth management technology real-time reporting accounting automation performance attribution private markets solutions financial planning tools total cost of care management regulatory risk management data solutions cross-border fund management investor onboarding ai-driven insights revenue optimization institutional asset management multi-asset classes digital client experience sec compliance operational integrity client engagement tools cloud-based solutions financial services technology trading solutions comprehensive investor engagement client tailored reporting outsourced services market intelligence solutions b2b consulting services information technology & services finance technology venture capital & private equity
Location
Kansas City, Missouri, United States
Signals
Neel Baxi profile photo Oak HC/FT logo
Neel Baxi
Healthcare Investor
Oak HC/FT
Focus areas
venture capital & private equity venture capital growth equity fintech healthcare digital health financial services venture capital & private equity principals workflow automation healthcare transformation technology support digital health platforms growth support consulting cybersecurity healthcare analytics fintech innovation machine learning company growth strategic guidance value-based care solutions network of industry leaders portfolio companies software as a service technology leveraging services digital transformation healthcare startups financial crime detection investment strategy healthcare data analytics fraud detection ai behavioral health u.s. investments fintech ai solutions technology ecosystem digital payments healthcare services cloud computing enterprise software portfolio management company scaling healthcare system reform fund management healthcare system innovation fraud detection risk management fintech investments ai-powered solutions healthcare ai applications growth-stage funding investment management early-stage funding retail ai in healthcare market transformation supply chain ai telehealth cloud infrastructure investment banking and securities intermediation regulatory compliance supply chain management healthcare delivery board participation financial technology company mentorship fundraising payment solutions sector expertise d2c operational efficiency healthtech industry leaders customer engagement data security ai in financial services ai-driven healthcare payment processing payment infrastructure capital deployment telemedicine healthcare technology sector innovation investment firm data analytics health tech e-commerce b2b technology innovation regional investments remote patient monitoring technology-driven solutions automation fintech platform development digital health funding private markets infrastructure payment systems industry networks value-based care ai healthcare investment fintech investment portfolio company investment philosophy telehealth solutions clinical insights financial crime prevention medicare advantage omnichannel e-commerce business automation ai-driven solutions healthcare logistics digital payment methods patient engagement healthcare innovation venture funding provider enablement market expansion clinical care management specialty care access value-based framework consumer finance technology healthcare staffing digital marketplace healthcare cost reduction patient safety social determinants of health remote care delivery executive recruitment health tech startups financial regulations customer success strategy supply chain optimization telehealth access patient-centered care finance finance technology information technology & services health care health wellness & fitness hospital & health care artificial intelligence saas computer software enterprises computer & network security internet infrastructure internet logistics & supply chain fund-raising health care information technology consumer internet consumers staffing & recruiting
Location
New York, New York, United States
Signals
Neel Nagarajan profile photo Adams Street Partners logo
Neel Nagarajan
Growth Equity Investor
Adams Street Partners
Focus areas
venture capital & private equity global programs us fund of funds nonus fund of funds secondary investments venture capital & growth equity customized solutions buyout coinvestments private credit venture capital & private equity principals private market insights advanced analytics private equity secondaries private markets research venture capital proprietary data private equity fund-of-funds global presence market dislocation custom solutions private markets investment private equity firm financial technology co-investments services cybersecurity growth equity wealth management other financial investment activities primary investments private equity growth private equity history private market solutions private credit strategies private equity fund strategies private markets industry institutional investors private equity investments investment management private equity innovation risk management private equity relationships employee ownership investment strategies asset management private markets financial advisors investment professionals capital management esg integration diversity equity inclusion portfolio construction analytical tools middle market clo founder-first approach market-leading companies value-added services investment insights performance evaluation multi-currency research investment opportunities investor analytics community engagement operational due diligence historical analysis strategic partnerships capital structure investment risk portfolio diagnostics top-tier portfolios client service firm history global footprint client engagement investment performance collaboration risk-adjusted returns healthcare investments software investments b2b finance finance technology information technology & services financial services
Location
New York, New York, United States
Signals
Niall O'Hanlon profile photo Princeville Capital logo
Niall O'Hanlon
Investor
Princeville Capital
Focus areas
venture capital & private equity venture capital & technology venture capital & private equity principals digital health climate policy software and technology fintech and digital health blockchain and web3 securities and commodity contracts intermediation and brokerage electric vehicles ai-enabled workflow global market leaders ai and cybersecurity b2b sustainable ai global investment fund carbon offset ecommerce climate solutions microfulfillment centers d2c portfolio management climate policy engagement hybrid delivery models supply chain ratings climate risk assessment enterprise saas energy and decarbonization e-commerce sustainable agriculture next-gen fertilizers growth-stage technology investments energy transition ev battery swapping technology sector investments digital infrastructure circular economy supply chain management energy storage sustainable finance esg responsible investing climate technology climate tech decarbonization impact investing data analytics growth capital microfulfillment renewable energy blockchain climate positive impact venture capital enterprise software investment management financial services ev charging cloud infrastructure risk assessment second-use materials financial technology renewable energy technology sustainable investing climate tech investments supply chain esg ratings carbon capture utilization and storage (ccus) esg integration healthcare finance distribution energy & utilities health wellness & fitness information technology & services clean energy & technology environmental services renewables & environment consumer internet consumers internet logistics & supply chain oil & energy enterprises computer software internet infrastructure finance technology health care hospital & health care
Location
San Francisco, California, United States
Signals
Nick Fischer profile photo VentureSouth logo
Nick Fischer
Angel Investor
VentureSouth
Focus areas
venture capital & private equity angel investing & venture capital investment management angels venture capital & private equity principals growth capital southeast us angel investor business growth startup ecosystem support scalable businesses fundraising support network of investors seed funding equity investment southeast startups industry agnostic regional focus venture capital & private equity regional economic development investment criteria investor collaboration startup ecosystem investment syndicates investor education resources investment process investor education programs due diligence angel investing business support services investment syndication early-stage ventures portfolio support early-stage investment venture capital startup funding portfolio management investor education portfolio companies angel tax credit technology startups financial services risk management regional investment focus equity financing early-stage funding securities and commodity contracts intermediation and brokerage angel group investor network education manufacturing mechanical or industrial engineering
Location
Richmond, Virginia, United States
Signals
Noah Gunn profile photo Apollo Global Management, Inc. logo
Noah Gunn
Managing Director and Global Head of Investor Relations
Apollo Global Management, Inc.
Focus areas
financial services private equity credit real assets investment management investment managers finance real estate infrastructure energy transition capital consulting private markets access social impact leveraged buyouts private credit funds portfolio diversification fund management private markets yield strategies innovative solutions client solutions alternative credit energy & utilities sustainable real estate renewable energy projects asset management market diversification global reach energy infrastructure funds sector expertise risk management clean energy transition climate change esg integration b2b infrastructure funds global investment sustainable infrastructure energy infrastructure financing real estate funds climate-focused investments social impact investing decarbonization investments investment platform real assets in energy esg investment discipline energy transition investments talented professionals investment research alternative asset management long-term capital private credit market access asset-backed finance financial innovation investment strategies climate risk management individual investors collaborative culture wealth management data-driven investing carbon reduction strategies long-term growth digital infrastructure esg-focused private equity acquisitions fundraising retirement solutions sustainability institutional clients transparency sustainable investing energy security projects private credit for growth fund performance energy transition financial technology investment advisory services alternative investments asset origination distressed debt capital deployment growth equity hybrid strategies financial services infrastructure projects client partnership energy efficiency projects market opportunities green bonds other financial investment activities capital solutions venture capital long-duration capital green energy infrastructure client trust fundraising strategies real estate development credit management financial security risk-adjusted returns global financing institutional investors investment partnerships financial market insights economic outlook business growth fixed income equity investments retiree empowerment innovative capital solutions global infrastructure corporate financing market volatility democratizing finance business partnerships long-term investments financial performance economic resilience capital demands client risk management digital infrastructure financing semi-conductor investments energy security environmental challenges investment opportunities financial literacy investment excellence diversified portfolios strategic finance construction & real estate fund-raising environmental services renewables & environment finance technology information technology & services
Location
New York, New York, United States
Signals
Obinna Igbokwe profile photo Bessemer Venture Partners logo
Obinna Igbokwe
Investor
Bessemer Venture Partners
Focus areas
venture capital & private equity seed stage early stage growth stage venture capital consumer enterprise healthcare saas finance venture capital & private equity principals strategic mentorship growth support high-growth startups healthcare technology artificial intelligence software financial technology machine learning long-term partnership strategic guidance technology sectors heritage investment portfolio management anti-portfolio public offerings technology investments operational support innovation funding industry networks century-old firm global network portfolio companies innovative companies emerging tech series funding industry experts long-term value fintech investment philosophy public market readiness global tech investments heritage venture capital tech industry support market growth industry disruption support e-commerce legacy of innovation series b funding early-stage mentorship tech ecosystem data security scaling businesses global innovation support cloud computing acquisition support technology ecosystem development market-leading companies investment management cloud infrastructure early-stage funding scalable startups startup funding venture capital history consumer internet investment in digital age emerging technologies silicon valley global venture capital venture funding tech sector investment innovation scalable tech companies growth-stage investments technology evolution entrepreneurial ecosystem cybersecurity scalable businesses entrepreneur support growth capital market expansion investment strategy disruptive innovation securities and commodity contracts intermediation and brokerage series a funding digital transformation technology sector focus ipo support long-term value creation high-growth sectors biotech entrepreneurship support early-stage investment private equity disruptive technology mentorship long-term investment technology ai deep learning chatbots natural language processing biotech innovations data analytics performance management automation investment insights blockchain crypto investments marketplaces vertical software developer platforms apis cloud services intelligent systems supply chain optimization customer engagement software development enterprise solutions remote work solutions mobile applications predictive analytics health tech data privacy consumer technology fintech solutions web development market trends investor networks financial automation regulatory technology user experience design innovative startups management platforms customer relationship management funding opportunities ai ethics health care health wellness & fitness hospital & health care computer software information technology & services financial services finance technology consumers internet computer & network security enterprise software enterprises b2b internet infrastructure mentoring mobile apps analytics design crm sales
Location
Cambridge, Massachusetts, United States
Signals
Olive Xu profile photo Sorenson Capital logo
Olive Xu
Investor
Sorenson Capital
Focus areas
venture capital & private equity software venture capital growth equity venture capital & private equity principals portfolio companies support founder relationships venture capital & private equity information technology & services services technology growth people prospecting industry-specific expertise venture capital support market acceleration saas fund management go-to-market strategy strategic investments founder support customer engagement pre-ipo readiness market entry strategies cloud security artificial intelligence customer retention revenue scaling tactics product innovation support application infrastructure customer sourcing founder mentorship software development revenue growth industry expertise portfolio companies growth support product-centric investing long-term relationships pre-ipo support technology sector investment management product development b2b technology sector specialization securities and commodity contracts intermediation and brokerage support beyond board meetings pre-revenue support investment data analytics consulting venture funding operational efficiency performance cybersecurity developer tools product execution growth capital industry trend analysis product leadership market expansion support startup support long-term success industry trends analytics growth-stage investment machine learning early-stage investment tech sector focus lead generation b2b software technical support technology investing investment support market fit acceleration cloud infrastructure product-first mentality early-stage funding minority investments scaling businesses venture partner network portfolio management venture capital playbook product-first growth-stage early-stage application analytics devtools computing infrastructure operational database scalability agile development upselling growth acceleration product-market fit technical expertise business building financial value source control integration ci cd processes automated security enterprise security cloud migration risk intelligence enterprise value team collaboration pipeline generation sales optimization strategic partnerships founder engagement mentorship trusted advisors computer software financial services enterprise software enterprises marketing & advertising sales internet infrastructure internet mentoring
Location
San Francisco, California, United States
Signals
Olivia Pillari profile photo Apax Digital logo
Olivia Pillari
Investor Relations Assistant
Apax Digital
Focus areas
venture capital & private equity private equity growth equity growth buyouts technology digital operating value creation international expansion m a transformational growth venture capital & private equity principals investment advisory internet consumer services healthcare digital growth operational transformation mid-market large-scale businesses sector expertise collaborative culture global impact customer satisfaction financial institutions fintech growth strategies capital investment esg-aligned businesses saas e-commerce logistics cybersecurity cloud migration market leadership transformational improvements investment management asset management competitive landscape customer demographics operational excellence strategic partnerships digital enablement impact-driven investments investment strategies global buyout mid-market investments sustainability tech investments consumer services capital markets investment funds diversity and inclusion partnership development portfolio management entrepreneurial support knowledge sharing networking events case studies management collaboration growth acceleration impact outcomes investment insights fraud awareness community engagement corporate responsibility innovation emerging opportunities market leaders social mobility investor relations diverse portfolio debt investments equity investments cultural values talent development expertise deployment market trends value creation operating specialists digital acceleration segment-specific strategies institutional investors global presence expert network performance improvement b2b d2c consulting retail financial services information technology & services health care health wellness & fitness hospital & health care finance technology computer software consumer internet consumers venture capital & private equity environmental services renewables & environment
Location
New York, New York, United States
Signals
Pablo Arias profile photo Greycroft logo
Pablo Arias
Investor Relations Associate
Greycroft
Focus areas
venture capital & private equity venture capital finance venture capital & private equity principals ai enterprise solutions market innovation composable ai platform beauty products ai ecosystem investment portfolio ai infrastructure ai community building venture investing ai automation tools growth investments sustainability solutions environmental impact tech startups software investments other financial investment activities sustainability & environmental technology consumer goods multilingual customer service industry transformation consumer applications artificial intelligence multilingual platforms ai scalability consumer brands consumer goods & retail expansion-stage funding technology transformation growth-stage investments foundational models enterprise software software sustainability continuous monitoring digital media sustainable technology digital platforms food and beverage monitoring systems market expansion mobility technology sectors ai safety investment management ai safety safeguards investment strategic partnerships early-stage investments digital transformation personal care early-stage funding software & technology ai-powered translation ai security enterprise applications ai-driven solutions venture capital & private equity company acquisitions portfolio management real-time analytics disruptive technology e-commerce disruptive startups consumer products brand reimagining ai applications technology ai workflows ai models technology investments investment partnerships innovative companies software development generative ai contextual ai automated workflows market analysis strategic guidance operational expertise data-driven marketing consumer insights scalable solutions investment strategy ai-powered applications product integration strategic capital entrepreneur support product development market trends team leadership real-world use cases ai model integration automation technologies data management performance analytics startup ecosystem brand positioning category-defining businesses digital ecosystem customer experience optimization innovation management cross-industry collaboration technology adoption enterprise solutions market penetration talent acquisition b2b financial services consumers information technology & services enterprises computer software environmental services renewables & environment food & beverages consumer internet internet
Location
New York, New York, United States
Signals
Pallavi Chennupati profile photo Apollo Global Management, Inc. logo
Pallavi Chennupati
Principal, CPS Digital & Investor Services Technology
Apollo Global Management, Inc.
Focus areas
financial services private equity credit real assets investment management investment managers finance real estate infrastructure energy transition capital consulting private markets access social impact leveraged buyouts private credit funds portfolio diversification fund management private markets yield strategies innovative solutions client solutions alternative credit energy & utilities sustainable real estate renewable energy projects asset management market diversification global reach energy infrastructure funds sector expertise risk management clean energy transition climate change esg integration b2b infrastructure funds global investment sustainable infrastructure energy infrastructure financing real estate funds climate-focused investments social impact investing decarbonization investments investment platform real assets in energy esg investment discipline energy transition investments talented professionals investment research alternative asset management long-term capital private credit market access asset-backed finance financial innovation investment strategies climate risk management individual investors collaborative culture wealth management data-driven investing carbon reduction strategies long-term growth digital infrastructure esg-focused private equity acquisitions fundraising retirement solutions sustainability institutional clients transparency sustainable investing energy security projects private credit for growth fund performance energy transition financial technology investment advisory services alternative investments asset origination distressed debt capital deployment growth equity hybrid strategies financial services infrastructure projects client partnership energy efficiency projects market opportunities green bonds other financial investment activities capital solutions venture capital long-duration capital green energy infrastructure client trust fundraising strategies real estate development credit management financial security risk-adjusted returns global financing institutional investors investment partnerships financial market insights economic outlook business growth fixed income equity investments retiree empowerment innovative capital solutions global infrastructure corporate financing market volatility democratizing finance business partnerships long-term investments financial performance economic resilience capital demands client risk management digital infrastructure financing semi-conductor investments energy security environmental challenges investment opportunities financial literacy investment excellence diversified portfolios strategic finance construction & real estate fund-raising environmental services renewables & environment finance technology information technology & services
Location
New York, New York, United States
Signals
Paul Cardillo profile photo Popular logo
Paul Cardillo
Senior Vice President - Investor Relations Officer
Popular
Focus areas
banking banking auto financing mortgage insurance investment customer service chinese books corporation chinese books network publishing bookstore enterprise book retail digital banking chinese books market literary events bookstore growth book events book fairs hong kong international presence chinese books distribution channels chinese books book fairs bookstore corporation chinese community chinese books literary events book publishing bookstore company cultural promotion chinese books distribution bookstore organization bookstore multinational chinese book fair chinese books industry trends chinese books fairs literature promotion educational materials financial advisory chinese books retail chain b2c book industry bookstore chain chinese books chinese books retail bookstore markets chinese publishing book promotion bookstore retail outlets retirement planning book distribution bookstore business chinese books cultural promotion book fairs singapore book fairs bookstore group publishing services retail books chinese books multinational chinese books group chinese books promotion bookstore operations chinese books educational materials wealth management bookstore expansion chinese books community engagement chinese-language books chinese books publishing chinese books outlets chinese books retail stores chinese books growth chinese books publishing services sustainability book fairs asia chinese books enterprise chinese books cultural events chinese books industry financial planning chinese literature bookstore services services chinese books retail outlets bookstore retail bookstore retail chain bookstore history health insurance chinese books market expansion financial services community engagement life insurance retail multicultural markets book publishing services chinese books business bookstore industry chinese culture promotion chinese books company book fairs malaysia bookstore network chinese books events chinese books organization personal loans mortgage loans auto loans credit cards checking accounts savings accounts certificates of deposit investment accounts property and casualty insurance insurance quotes renewable energy loans marine loans lines of credit auto lease money management savings calculator loan calculator wire transfers remote deposit online banking mobile banking telebanking fraud prevention account services small business banking commercial credit cards trust services foreign exchange educational contribution account keogh plans atm services fraud protection financial advice customized financial services business loans credit reporting financial tools customer support insurance claims financial literacy account notifications financial sustainability corporate banking education distribution consumer_products_&_retail media financial consulting consulting management consulting investment management environmental services renewables & environment banks & credit unions investing mortgage lenders
Location
New York, New York, United States
Signals
Paul Dossa profile photo Venrock logo
Paul Dossa
Investor
Venrock
Focus areas
venture capital & private equity venture capital vc investment technology innovation biotech media mobile startup healthcare it medical devices ad tech entrepreneurship finance venture capital & private equity principals early-stage investments healthcare biotechnology digital health information technology emerging technologies strategic support funding seed funding series a investments innovation-driven startups operational expertise industry networking disruptive technologies portfolio companies capital investment market leadership real-time data insights entrepreneurial partnerships investment strategy transformative technologies competitive landscape venture capital firm investment programs private equity investments healthcare advancements technology solutions startup growth investment expertise startup funding venture partnerships capital growth financial advice market strategy portfolio management business development equity financing technology investments healthcare ventures consumer product investments financial returns scaling startups startup ecosystem capital allocation operational support due diligence investment thesis social impact investing networking opportunities market analysis entrepreneur mentorship exit strategies business advisory investment management financial planning strategic investments risk assessment market trends fund management leadership development angel investing venture growth entrepreneurial ecosystem business strategy return on investment valuation capital raising market research growth capital asset management financial modeling b2b services internet information technology & services hospital & health care financial services health care health wellness & fitness venture capital & private equity
Location
New York, New York, United States
Signals
Paul Furer profile photo Summit Partners logo
Paul Furer
Investor
Summit Partners
Focus areas
venture capital & private equity growth equity investing focused on growth industries including technology healthcare life sciences business financial services consumer energy education & industrial venture capital & private equity principals growth capital portfolio companies scaling high-growth companies investment team healthcare innovation global sector investments market expansion strategies operational excellence growth equity strategic support fund management mergers and acquisitions investment strategies investment firm long-term value creation growth support growth investments private markets growth company partnerships healthcare investments fundraising public offerings healthcare sector long-term value scaling businesses long-term partnerships growth companies value creation public market investments technology sector expertise sector focus investments private equity funds mergers & acquisitions private market growth investment platform industry expertise venture growth healthcare & life sciences growth capital deployment market leaders capital management growth-oriented investments technology innovation investment process technology sector investment partners business growth company scaling global investment scaling companies sector-specific expertise growth sectors industry verticals long-term growth venture capital industry focus industry-specific investments category-leading companies investment portfolio portfolio management value creation strategies growth strategy market disruption operational support sector focus strategic exits capital deployment growth support services private equity market expansion business services sector-specific support securities and commodity contracts intermediation and brokerage market growth technology investments investment approach investment partner growth products industrial technology marketing technology saas solutions digital transformation capital markets risk management performance optimization human capital strategy m&a support cybersecurity investment ai-driven solutions data management revenue optimization cloud computing healthcare technology lending applications embedded finance direct-to-consumer wealth management telehealth services clinical trials outpatient care e-commerce solutions supply chain management customer engagement virtual rent-to-own data analytics medical services business process automation advanced statistics regulated industries financial compliance environmental testing document management contract research organization tech-enabled services profitability growth consumer brands autonomous systems optimization technology recruitment strategy investment strategy growth_investment b2b finance health care health wellness & fitness hospital & health care fund-raising enterprise software enterprises computer software information technology & services investment management consumer internet consumers internet logistics & supply chain
Location
Boston, Massachusetts, United States
Signals
Peter Francis profile photo Summit Partners logo
Peter Francis
Healthcare Investor
Summit Partners
Focus areas
venture capital & private equity growth equity investing focused on growth industries including technology healthcare life sciences business financial services consumer energy education & industrial venture capital & private equity principals growth capital portfolio companies scaling high-growth companies investment team healthcare innovation global sector investments market expansion strategies operational excellence growth equity strategic support fund management mergers and acquisitions investment strategies investment firm long-term value creation growth support growth investments private markets growth company partnerships healthcare investments fundraising public offerings healthcare sector long-term value scaling businesses long-term partnerships growth companies value creation public market investments technology sector expertise sector focus investments private equity funds mergers & acquisitions private market growth investment platform industry expertise venture growth healthcare & life sciences growth capital deployment market leaders capital management growth-oriented investments technology innovation investment process technology sector investment partners business growth company scaling global investment scaling companies sector-specific expertise growth sectors industry verticals long-term growth venture capital industry focus industry-specific investments category-leading companies investment portfolio portfolio management value creation strategies growth strategy market disruption operational support sector focus strategic exits capital deployment growth support services private equity market expansion business services sector-specific support securities and commodity contracts intermediation and brokerage market growth technology investments investment approach investment partner growth products industrial technology marketing technology saas solutions digital transformation capital markets risk management performance optimization human capital strategy m&a support cybersecurity investment ai-driven solutions data management revenue optimization cloud computing healthcare technology lending applications embedded finance direct-to-consumer wealth management telehealth services clinical trials outpatient care e-commerce solutions supply chain management customer engagement virtual rent-to-own data analytics medical services business process automation advanced statistics regulated industries financial compliance environmental testing document management contract research organization tech-enabled services profitability growth consumer brands autonomous systems optimization technology recruitment strategy investment strategy growth_investment b2b finance health care health wellness & fitness hospital & health care fund-raising enterprise software enterprises computer software information technology & services investment management consumer internet consumers internet logistics & supply chain
Location
Palo Alto, California, United States
Signals
Philippe Schenk profile photo 500 Global logo
Philippe Schenk
Global Head of Investor Relations | Alternative Investments Executive
500 Global
Focus areas
venture capital & private equity startups entrepreneurship venture capital seed accelerator startup accelerator global venture capital innovation seed program global startup ecosystems technology investment management venture capital & private equity principals startup accelerator & incubation ecosystem development investment portfolio investment portfolio management social impact un collaboration startup mentorship support for underserved markets fundraising support startup mentorship programs tech innovation ecosystem development in mena collaborations with un technology investment technology sectors social responsibility accelerator programs global investment mentorship programs support for scalable startups business development support startup scaling venture capital in latin america investment in high-growth startups startup ecosystem cultural fit for founders startup ecosystem acceleration global reach seed funding other financial investment activities technology sector investments market access support for innovative sectors entrepreneurship in developing regions socially responsible entrepreneurship global startup support funding rounds venture capital for social impact fintech venture capital firms global venture capital network venture capital & private equity e-commerce high valuation startups impact investing initiatives global impact investment business growth support enterprise technology startup growth ecosystem connections impact-focused venture capital seed and series a focus healthcare startups emerging markets seed funding rounds early-stage tech company support early-stage funding startup funding scaling startups technology innovation impact investing venture capital in africa silicon valley seed investment venture funding global entrepreneurship tech startups financial technology (fintech) ecosystem building in asia-pacific global startup ecosystem ecosystem connections in emerging markets growth capital market expansion venture capital investments investment strategy funding for high-growth ventures series a funding long-term value creation early-stage startup support business mentorship series a investments technology-driven companies entrepreneurship support investment rounds impact-driven investments impact investment collaborations accelerator program batches global portfolio technology companies economic growth entrepreneurial ecosystem founder support multi-stage investing investment opportunities private equity equity investment investment growth data analytics capital markets investor relations global investments tech ecosystem fundraising business development financial services risk management market research performance optimization cross-border investment financial advisory strategic partnerships sustainable growth digital transformation networking investing strategies educational resources venture education portfolio management global expansion startup incubation financial technology fund management investment returns business strategy market trends founder development investor engagement business risks b2b healthcare finance non-profit finance technology information technology & services consumer internet consumers internet fund-raising financial consulting consulting management consulting health care health wellness & fitness hospital & health care nonprofit organization management
Location
United States
Signals
Pierre Lamond profile photo Eclipse logo
Pierre Lamond
Investor
Eclipse
Focus areas
venture capital & private equity manufacturing supply chain logistics healthcare transportation advanced compute construction defense energy & electrification industrial workforce hardware software physical industries venture capital & private equity principals quantitative trading managed futures asset allocation alternative investments investment management systematic strategies financial solutions business financing asset-based lending revolving credit term loans collateralized loans institutional investors pension plans endowments high net worth individuals risk-adjusted returns market diversification digital transformation industrial innovation efficiency enhancement resilience profitability investment strategies commodity markets flexible financing customized solutions growth equity venture capital strategic acquisitions trust and integrity transparency client relationships b2b services mechanical or industrial engineering health care health wellness & fitness hospital & health care information technology & services financial services
Location
Menlo Park, California, United States
Signals
Priyanka Hanabar profile photo Alter Domus logo
Priyanka Hanabar
Head of AD Data & Analytics, Member of the Group Executive Board
Alter Domus
Focus areas
financial services fund services corporate services debt depositary services transfer pricing real estate regulatory & compliance services liquidation capital markets consolidation ifrs middle office services cosourcing services manco management company fund administration aifm private equity private debt alternative investments asset management investor management compliance management technology solutions real assets wealth administration cross-border expertise data management client-centric service global presence institutional investors financial technology operational excellence risk mitigation customized solutions client partnerships transparency efficiency talent development market insights regulatory compliance investment management data analytics portfolio management fund accounting risk management asset monitoring clo services aifm services financial reporting client services back-office solutions administrative support strategic outsourcing performance reporting data extraction harmonization esg commitment global reach financial institutions tailor-made solutions funding solutions investor reporting risk analytics fund servicing client relationships operational efficiency investment strategies centralized platform reporting solutions customized support global office network technology integration agile processes data transparency administrator services outsourced services money management b2b consulting services financial services venture capital & private equity finance technology information technology & services
Location
New York, New York, United States
Signals
Rayouf Alhumedhi profile photo Bessemer Venture Partners logo
Rayouf Alhumedhi
Investor
Bessemer Venture Partners
Focus areas
venture capital & private equity seed stage early stage growth stage venture capital consumer enterprise healthcare saas finance venture capital & private equity principals strategic mentorship growth support high-growth startups healthcare technology artificial intelligence software financial technology machine learning long-term partnership strategic guidance technology sectors heritage investment portfolio management anti-portfolio public offerings technology investments operational support innovation funding industry networks century-old firm global network portfolio companies innovative companies emerging tech series funding industry experts long-term value fintech investment philosophy public market readiness global tech investments heritage venture capital tech industry support market growth industry disruption support e-commerce legacy of innovation series b funding early-stage mentorship tech ecosystem data security scaling businesses global innovation support cloud computing acquisition support technology ecosystem development market-leading companies investment management cloud infrastructure early-stage funding scalable startups startup funding venture capital history consumer internet investment in digital age emerging technologies silicon valley global venture capital venture funding tech sector investment innovation scalable tech companies growth-stage investments technology evolution entrepreneurial ecosystem cybersecurity scalable businesses entrepreneur support growth capital market expansion investment strategy disruptive innovation securities and commodity contracts intermediation and brokerage series a funding digital transformation technology sector focus ipo support long-term value creation high-growth sectors biotech entrepreneurship support early-stage investment private equity disruptive technology mentorship long-term investment technology ai deep learning chatbots natural language processing biotech innovations data analytics performance management automation investment insights blockchain crypto investments marketplaces vertical software developer platforms apis cloud services intelligent systems supply chain optimization customer engagement software development enterprise solutions remote work solutions mobile applications predictive analytics health tech data privacy consumer technology fintech solutions web development market trends investor networks financial automation regulatory technology user experience design innovative startups management platforms customer relationship management funding opportunities ai ethics health care health wellness & fitness hospital & health care computer software information technology & services financial services finance technology consumers internet computer & network security enterprise software enterprises b2b internet infrastructure mentoring mobile apps analytics design crm sales
Location
New York, New York, United States
Signals
Reid Meckler profile photo Hines logo
Reid Meckler
Venture Capital
Hines
Focus areas
real estate investment management private equity property management real estate development
Location
Newport Beach, California, United States
Signals
Reidan Cruz profile photo Calvert Street Investment Partners logo
Reidan Cruz
Managing Director, Investor Relations
Calvert Street Investment Partners
Focus areas
venture capital & private equity industrial services techenabled business services healthcare it specialty manufacturing venture capital & private equity principals capital structure operational improvements recapitalization private markets private equity partnerships fund management investment team lower middle market other financial investment activities portfolio company support investment strategies portfolio companies middle market growth value investing family business growth private credit solutions operator-led businesses investment partnership equity co-investments credit equity buyout capital structure expertise financial services market inefficiencies patent-protected products investment management exit strategies services collaborative approach wealth management family-owned businesses business growth venture capital risk management financial advisory lower middle-market investments market cycles value creation mezzanine debt portfolio management private equity relationship building long-term investing b2b finance financial consulting consulting management consulting
Location
New York, New York, United States
Signals
Richard Johnson profile photo Appian Capital Advisory logo
Richard Johnson
Managing Director & Global Head of Investor Relations
Appian Capital Advisory
Focus areas
venture capital & private equity investing mining gold nickel rare earths copper geology minerals resources metals royalty technical dd capital markets finance commodity silver zircon private equity graphite zinc cobalt potash private capital credit royalties stream critical minerals venture capital & private equity principals investment management clean energy sustainability solar energy decarbonization operational excellence environmental responsibility long-life assets energy transition portfolio management strategic partnerships mining projects renewable energy operational restructuring esg practices growth strategy resource sector mining industry natural resources capital funds energy costs mining operations brazil mining investments credit financing equity investments sustainable mining esg compliance technical advisory risk assessment project development investment strategy financial modeling resource estimation geological analysis advanced exploration innovation in mining macroeconomic themes asset management value investing long-term investment mining finance social responsibility government relations mining jurisdictions international operations mineral processing mines management regulatory compliance community engagement financial advisory tailings management mining technology environmental best practices investment portfolio market dynamics flexible financing capital solutions sustainable development resource management high-margin assets geography-focused investments mining sector trends partnering with management teams b2b government consulting services financial services environmental services renewables & environment clean energy & technology financial consulting management consulting
Location
New York, New York, United States
Signals
Riley Feng profile photo Summit Partners logo
Riley Feng
Investor
Summit Partners
Focus areas
venture capital & private equity growth equity investing focused on growth industries including technology healthcare life sciences business financial services consumer energy education & industrial venture capital & private equity principals growth capital portfolio companies scaling high-growth companies investment team healthcare innovation global sector investments market expansion strategies operational excellence growth equity strategic support fund management mergers and acquisitions investment strategies investment firm long-term value creation growth support growth investments private markets growth company partnerships healthcare investments fundraising public offerings healthcare sector long-term value scaling businesses long-term partnerships growth companies value creation public market investments technology sector expertise sector focus investments private equity funds mergers & acquisitions private market growth investment platform industry expertise venture growth healthcare & life sciences growth capital deployment market leaders capital management growth-oriented investments technology innovation investment process technology sector investment partners business growth company scaling global investment scaling companies sector-specific expertise growth sectors industry verticals long-term growth venture capital industry focus industry-specific investments category-leading companies investment portfolio portfolio management value creation strategies growth strategy market disruption operational support sector focus strategic exits capital deployment growth support services private equity market expansion business services sector-specific support securities and commodity contracts intermediation and brokerage market growth technology investments investment approach investment partner growth products industrial technology marketing technology saas solutions digital transformation capital markets risk management performance optimization human capital strategy m&a support cybersecurity investment ai-driven solutions data management revenue optimization cloud computing healthcare technology lending applications embedded finance direct-to-consumer wealth management telehealth services clinical trials outpatient care e-commerce solutions supply chain management customer engagement virtual rent-to-own data analytics medical services business process automation advanced statistics regulated industries financial compliance environmental testing document management contract research organization tech-enabled services profitability growth consumer brands autonomous systems optimization technology recruitment strategy investment strategy growth_investment b2b finance health care health wellness & fitness hospital & health care fund-raising enterprise software enterprises computer software information technology & services investment management consumer internet consumers internet logistics & supply chain
Location
Boston, Massachusetts, United States
Signals
Robert Connors profile photo Audax Private Equity logo
Robert Connors
Managing Director, Investor Relations
Audax Private Equity
Focus areas
venture capital & private equity middle market private equity investing buyandbuild value creation venture capital & private equity principals middle market growth-oriented investment firm buy & build strategy private equity u.s. companies operational improvements capital market efficiencies business services consumer products financial services healthcare industrial services software and technology leveraged buyouts ebitda growth sustainable competitive advantages management teams sector specialization alternative investment strategies partnerships scalable growth industry-leading companies investment focus capital resources collaborative approach deep industry expertise market presence operational enhancements add-on acquisitions middle market leaders financial performance customer segments investment sectors growth capital middle market investments control investments acquisition strategy organic growth inorganic growth ebitda investments strategic add-ons investment management portfolio growth wealth management industry expertise capital solutions structured equity esg considerations diversity and inclusion community engagement operational support market expansion team collaboration capital optimization risk management transaction opportunities stakeholder alignment portfolio management performance optimization transformational growth sustainable investing go-to-market strategy exit strategies fund management transaction execution regional expansion service providers facility operations process improvement investment criteria portfolio support team brand risk management clinical trial services equipment distribution energy solutions pallet management services customer base expansion logistics network b2b services consumer goods consumers health care health wellness & fitness hospital & health care
Location
Boston, Massachusetts, United States
Signals
Robert Cote profile photo Cote Capital logo
Robert Cote
Founder, CEO, IP Investor
Cote Capital
Focus areas
venture capital & private equity patents ip ecosystem portfolios startups venture capital green jobs intellectual property innovation technology breakthrough hardware economic growth america entrepreneurship sustainable sdg hard tech ip manufacturing circular deep tech private equity hedge funds esg science engineering entrepreneurs big data high tech enterprise software finance software information technology venture capital & private equity principals industrial automation ip capital intellectual property monetization green manufacturing innovations technology company scaling ip protection strategies joint ventures advanced science and engineering deep tech investments ip royalties global licensing technology scaling intellectual property rights protection ip management sustainable manufacturing investment management deep science ip assets ip asset monetization models manufacturing transformation strategic partnerships ip-backed investment b2b services securities and commodity contracts intermediation and brokerage investment mechanical or industrial engineering financial services enterprises computer software information technology & services venture capital & private equity
Location
New York, New York, United States
Signals
RM
Robin Moyer
Internal Projects Head, Investor Services
Brown Brothers Harriman
Focus areas
financial services private banking investment management investor services financial services wealth management asset servicing investment banking private equity commercial banking advisory services global custody securities administration high-net-worth individuals family offices institutional investors capital partner solutions personalized service long-term relationships risk management operational efficiency alternative fund services etf services client success partnership culture sophisticated investors family-owned businesses succession planning technology solutions regulatory compliance client engagement community involvement premium service specialist expertise financial advisory merger and acquisitions trust administration estate planning client-focused approach innovative technology market presence customer loyalty employee satisfaction custody services fund administration securities lending foreign exchange transfer agency regulatory intelligence global markets client experience multi-family office corporate advisory trust services investment strategy endowment management philanthropic advisory values-based wealth planning funding solutions cross-border fund services depositary services alternatives data solutions market insights capital partners financial institutions custom solutions strategic partnerships personalized services expertise and insight long-term investment strategy sustainable investing client-centric approach global reach investment research assets under custody market trends client success stories business continuity planning b2b consulting services capital markets financial consulting management consulting law practice legal services venture capital & private equity
Location
Milton, Massachusetts, United States
Signals

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