Participated · Series A · Jun 2022

Cloverleaf builds an automated coaching platform focused on individual employee development and behavioral transparency within teams. The product aggregates common behavioral assessments (DISC, Enneagram, CliftonStrengths) into a Netflix‑style platform and integrates with everyday tools like email, calendar, Slack and Microsoft Teams. The company emphasizes user experience and positions itself as the world’s first automated coaching platform that scales to the entire enterprise. Cloverleaf serves over 1.3 million employees across more than 30,000 teams and over 1,000 companies and has been named to the Inc. 5000. Leadership plans include adding go‑to‑market executives and continued investment in AI to further contextualize coaching. The company recently raised new funding to pursue cash‑flow positivity and accelerate growth. Cloverleaf is an automated coaching platform that sends personalized coaching tips based on assessments like DISC, Enneagram, and Strengthscope to help employees and teams communicate and collaborate more effectively. The platform integrates with Google Workplace, Microsoft 365, Slack, and Microsoft Teams and is used by organizations including Monster Energy, HP Enterprise, and Kroger. Cloverleaf reports sending millions of tips monthly to more than one million users, 20,000 teams, and hundreds of coaches, and says revenue has increased 400 percent since its 2021 funding round. The company plans to use new capital to invest in product and technology to improve contextualization and integration points and to expand coaching content. Management aims to grow its user base to thousands of coaches and over 100,000 teams. The team is led by co-founders CEO Darrin Murriner and COO Kirsten Moorefield; the company debuted in 2018. Cloverleaf offers a SaaS team-building platform that applies data analytics to common personality and strengths assessments to identify career development and promotion opportunities and create teams that work well together. The software includes integration capabilities to extend value into tools companies use daily, such as email, HRIS, and task/performance management systems. Led by Kirsten Moorefield and Darrin Murriner, the company emerged from Ocean Accelerator’s 2017 class. Cloverleaf plans to use new funding to add staff, expand its geographic reach and enhance customer usability of its software. The product focus is on improving talent management and team effectiveness through assessment-driven insights. No revenue or user metrics were disclosed in the article.

Led · Equity · Jan 2022

Roll provides a mobile platform (iOS and Android) where fans pay monthly subscriptions ranging from $5 to $50 to access content they cannot see on a creator’s public social channels. The app intentionally strips away likes and comments, positioning itself as a more casual and authentic space for sharing photos, videos, and memes that normally stay in a phone’s camera roll. Creators retain 80% of subscription revenue, and adult content is prohibited. At launch, about 20 creators—including Dillon Francis, Noah Schnapp, Tana Mongeau, Sommer Ray, Stassie Karanikolaou, and David Dobrik—are onboard, with plans to onboard 10–15 additional creators each week before opening the self-serve creator portal. Founder and CEO Erik Zamudio, who previously worked on David’s Disposable (the app that evolved into Dispo), designed Roll specifically to address creators’ demand for simple paywall tools. Although Roll launched with a small roster, its tiered pricing model allows niche creators (e.g., recipe or tutorial focused) to command higher rates. The company’s early go-to-market strategy centers on high-profile influencers to drive initial fan adoption and demonstrate revenue potential.

Led · Seed · May 2021

VividCharts builds data visualization and workflow automation tools specifically for ServiceNow customers, enabling employees to keep and work with their data in-platform. The company is led by co-founder and CEO Mitch Stutler. VividCharts intends to use newly raised funds to expand its business reach and to broaden its product development team. The business has more than doubled each year for its first three years of operation and planned to double again through the first two quarters of 2021. The company reported that the seed financing will support product development and go-to-market expansion. VividCharts is based in Lexington, KY.