Boulder Investment Group Reprise
7400 West 132nd Street Suite 165, Overland Park, Kansas, 66213, United States
Overview
On the surface, Boulder Investment Group may look like a company that just manages investment assets for individuals, but it is really much more. The company focuses on its clients' needs and their comfort. Boulder creates a team of "care givers" who happen to work in the investment industry. From the moment clients walk through the doors at Boulder, they will feel the contentment and security that comes when they get a big warm hug from a friend. Clients' well-being is the company's primary concern so they can rest assured knowing that a competent and experienced advisor is in their corner looking after their financial health. Boulder uses a Core and Satellite approach. It is a system of managing money that allows Boulder to be very flexible with how it handles a client's investments. The core is made up of mutual funds and exchange-traded funds (ETFs). There are five different models that have increasing levels of risk and potential return. Boulder works with its clients to determine which of the five risk/return models to use, then it determines what percentage of their account should be in this "core" and what percentage should be allocated to the "satellite."
- Total investments
- 2
- Lead investments
- 2
- Investments · 12mo
- 0
- Active investors
- 0
Sector focus
- Advice
- Financial Services
- Insurance
- Personal Finance
Investment portfolio
- Bobo’s Oat Bars
Led · Series A · Mar 2017
Bobo’s produces hand-baked oat-based snacks sold through retail channels and other outlets. The company operates a Loveland, Colorado bakery that opened in January 2019 and increased staffing by 50 percent to meet demand. Bobo’s has shown rapid growth—70% in 2017, 45% in 2018—and anticipates 40% growth in 2019 with the new financing. The brand plans to use recent funds to expand capacity at the Loveland facility and support retail expansion. Management also intends to drive growth into additional channels and allocate capital to product innovation over the coming year to strengthen its position in healthy snacks. Bobo's produces oat bars crafted from organic, wholesome ingredients and positions its product as both nutritious and flavorful. The company states its mission is to produce the best tasting oat bar using the healthiest, most wholesome organic ingredients while respecting customers' bodies and the planet. The business is identified in the article as an oat bar company based in Gunbarrel, CO. Financially, Bobo's announced an $8 million Series A minority investment. That Series A was led by Boulder Investment Group Reprise (BIGR) and also included Range Light LLC. The article cites the Denver Business Journal as the source of the funding announcement.
- REBBL
Led · Equity · Dec 2016
Rebbl makes coconut-milk based, certified organic herb drinks that are soy- and dairy-free, gluten-free, GMO-free, and made without cane sugar, carrageenan, thickeners, gums, natural flavors or agave. The company was launched in 2011 and is led by CEO Sheryl O'Loughlin. Rebbl closed a $20M funding round to support its growth. The company intends to use the funds to grow the team, increase marketing efforts, expand the sales function and enhance R&D. The product positioning emphasizes clean ingredients and allergen-free formulations. Rebbl is based in Emeryville, California. REBBL produces organic coconut-milk elixirs and plant-based Protein drinks infused with adaptogenic herbs such as ashwagandha. Its products are certified organic, vegan, soy- and dairy-free, fair trade and GMO-free. The brand reported more than doubled revenue in 2016, is sold in over 2,500 stores and ranked as the #1 functional beverage in natural grocery stores nationwide per SPINS. In 2016 REBBL launched a plant-based Protein line that is being expanded nationwide after a successful test market and already ranks among the company's top flavors. REBBL highlights awards including BevNET's Best New Product of 2016 and Best Functional Beverage of 2015. The company partners with Not For Sale and donates 2.5% of net revenue to support ethical supply chains and anti-trafficking work.
Team
No current team members are available.