Investor insights
Sectors invested in
Information Technology1
Software1
Enterprise Software1
Retail1
Consumer1
Crowdfunding1
Business Intelligence1
Association Management Software1
SaaS1
AMS1
Technology1
Funding rounds participated in
$5.5M sweet spot round size
Most of their 2 investments are in rounds between $5.5M and $5.5M
Basic info
Industry
financial services
Sectors
Retirement Planning
Financial Services
Business Succession Planning
Finance
Asset Allocation
Cash Flow Forecasting
Investment Management
Retirement Plan Consulting
Estate Planning
Wealth Management
Education Planning
Financial Planning
Insurance Needs Analysis
Date founded
2013
Investments made
M
MemberSuite, Inc. raised $5.5M on December 18, 2017
Investors: AIM Group, Alerion Ventures and Revolution Partners, LLC
R
Represent.com raised undisclosed on March 10, 2015
Investors: Bryant Stibel and Revolution Partners, LLC