Investor insights
Sectors invested in
energy efficiency upgrade project management1
Direct Marketing1
Marketing Automation1
E-Commerce1
Personalization1
Mobile1
Professional Services1
Logistics1
Supply Chain Management1
Robotics1
Renewable Energy1
Energy1
Environmental Consulting1
Commercial1
Industrial1
Customer Retention1
Weddings1
Luxury1
Tradition1
Extraordinary1
Funding rounds participated in
$53M sweet spot round size
Most of their 3 investments are in rounds between $40M and $65M
Investor type
Family Investment Office
Basic info
Industry
financial services
Sectors
Wealth Management
Select Private Placement access in domestic entrepreneurial businesses
Negotiated cost-savings with other financial providers
Financial Services
Proactive and Objective Financial advice
tax
investment
Professional Services
estate planning ideas
Clearinghouse for financial
Date founded
2014
Investments made
V
Vecna Robotics raised $65M on January 26, 2022
Investors: Drive Capital, Impulse VC, Lineage Logistics, Blackhorn Ventures, Fontinalis Partners, LLC, Tectonic Ventures, HCP Ltd and Proficio Capital Partners, LLC
R
RENEW Energy Partners, LLC raised $40M on October 17, 2017
Investors: Proficio Capital Partners, LLC
B
BOND Inc raised undisclosed on March 1, 2015
Investors: Pilot Mountain Ventures, Reynolds and Company Venture Partners, LLC and Proficio Capital Partners, LLC