Led · Series A · Apr 2022

InvestorFlow provides a cloud-based investor portal and deal engagement platform that integrates deal flow management, fundraising, reporting and investor services into a single solution. The company serves over 150 clients, including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform. Following a merger with Cloud Theory, InvestorFlow combines its investor portal with Cloud Theory's CRM platform FundEngine to offer a unified app for investor interfacing, deal rooms for reporting, fundraising and M&A, and CRM needs. The combined product targets investment banks, venture capital, private equity, credit, hedge funds and real estate managers. InvestorFlow plans to accelerate growth through the new investment and continued support for customers across the financial community. The company is headquartered in Menlo Park and maintains offices throughout North America.

Led · Equity · Aug 2017

Founded in 2009 and based in Dallas, Texas, PHP Agency is a financial marketing organization led by CEO Patrick Bet-David and President and COO Thomas Ellsworth. The company partners with insurance carriers to offer clients personally suitable life insurance and annuity products. It provides part-time and full-time career opportunities for individuals pursuing careers as life insurance agents. PHP's agents operate from individually owned and operated offices located across the nation. On Aug. 28, 2017, the company closed a $10.0m expansion financing round to accelerate growth and strategic expansion. The company intends to use the funds to drive growth and strategic expansion.