Family Office
Current
Focused on scaling investment and advisory🧱 Control investments:• Vertical software rollup in the towing market: www.traxero.com🦄 -range companies:1.) PlanGrid†(SF, CA): acq. by $ADSK, Nov 20182.) OpenGov (RWC, CA): acq. by Cox , Feb 2024___3.) Carta (SF, CA): Equity management4.) Tekion (San Ramon, CA): Auto dealer suite5.) Instabase (SF, CA): Browser-based OS6.) Verkada (San Mateo, CA): Video security platform7.) Qualia (SF, CA): Real estate title & closing 8.) Flexport†(SF, CA): Modern freight forwarder 9.) Quantum Metric (Monument, CO): Dynamic UX10.) FlockSafety (Atlanta, GA): Neighborhood watch11.) Deel†(SF, CA): Remote payroll and compliance12.) Epirus (El Segundo, CA): Drone defense platform13.) Socotra (ATX): InsurTech platform14.) Material (RWC, CA): Email data security🛠Advisory roles:• Metafy (NY, NY): eSports coaching• BRM (SF, CA): Cuddy Labs• HyperBee (Palo Alto, CA): On-prem AI• Augment Market (ATX): Secondary exchange• Bland†(SF, CA): Voice AI• Commenda†(SF, CA): Global compliance💰 Select portfolio: • Momentus†(Santa Clara, CA): $MNTS, Aug 2021• Baton (SF, CA): acq. by $R, Aug 2022• Trustpage (Detriot, MI): acq. by Vanta, Jan 2023• Cohere†(NY, NY): acq. by Ramp, Jun 2023• Compound†(SF, CA): acq. by Alternativ, Sep 2023___• StEDI (Boulder, CO): Global network for B2B trade• Vouch†(SF, CA): Business insurance for startups• Boulevard (LA, CA): All-in-one for experiential retail• Trullion (NY, NY): Autonomous accounting • Observe AI†(SF, CA): Call center agent engagement• Cambly†(SF, CA): 24/7 access to English tutors• Strata (Boulder, CO): Distributed multi-cloud identity• Jelled (Sunnyvale, CA) Stealth• Highlight†(Seattle, WA): Privacy-first observability • By-Lines (Boston, MA): Wallet-to-wallet messaging • TrueMed (ATX): Proactive HSA compliance• Dyme (ATX): Refillable insulin pump†YC