Participated · Equity · Jul 2024

GeoWealth provides an asset management platform and financial technology solution built specifically for the needs of modern registered investment advisors (RIAs). Its platform enables advisors to access a diversified lineup of model portfolios and to offload mid‑ and back‑office responsibilities such as performance reporting, billing, and portfolio accounting. The company plans to enhance its integrated technology platform and deepen both custom and public‑private model capabilities, while investing in product development and client service. GeoWealth's recent financing included a $42.5M minority investment as a Series C extension from Goldman Sachs, with existing minority investors including Apollo, BlackRock, J.P. Morgan Asset Management, and Kayne Anderson Capital Advisors (sub‑advised by Composition Capital); The Globe Resources Group remains the majority owner. Founded in 2010 and led by CEO Colin Falls, the company is based in Chicago, IL.

Led · Series B · Jun 2022

Onfleet builds last-mile delivery management software offering a dispatch dashboard for route optimization, auto-assigning tasks, driver and delivery search, real-time driver tracking, customer status updates, and proof of delivery. The platform leverages machine learning and a dataset of around 500 million miles of anonymized driver location data (tens of billions of data points) to power features like predictive ETA and driver optimization. Onfleet says it facilitates millions of deliveries per week for thousands of businesses, including Sweetgreen. Co‑founded in 2015, San Francisco‑based Onfleet plans to expand its workforce from about 120 to around 150 within the year. Management intends to use new capital to invest in product development, expand product and engineering capabilities, and enhance the company’s enterprise offering. The company declined to disclose detailed financials but said it is on track for continued growth. Onfleet provides a routing and dispatch platform that enables real-time communications and proactive delivery management to ensure fast, executed deliveries. The product is used across industries that require last-mile delivery, including grocery, pharmacy, restaurants, beverage companies, retail and ecommerce. The company reports it has powered more than 80 million deliveries in over 90 countries for thousands of clients, including Kroger, Sweetgreen, Drizly, Imperfect Foods, Alto Pharmacy and Gap. Led by co-founder and CEO Khaled Naim, Onfleet intends to use new funding to broaden its product offerings and expand its global presence. Financially, the company has raised a total of $20M since inception. Onfleet builds a white-label backend that coordinates deliveries, facilitates communication between dispatch and couriers, and provides recipient-facing tracking and ETA features. The company primarily serves startups that want delivery capabilities without managing routing and fleet operations, citing customers such as Meadow and Canary. Onfleet says it has facilitated more than 100,000 deliveries this year, and its largest customer is kept confidential. The team is working to expand up‑market to enterprise clients with existing fleets and down‑market to enable any merchant to offer deliveries via an Onfleet-provisioned driver network. Planned product work includes driver behavior analytics, driver background checks through services like Checkr, and route optimization. The company will use new capital to broaden its customer base beyond seed- and Series A-stage startups.

Led · Series C · Jun 2022

Founded in 2015 by Brian Bason and based in Atlanta, GA, Bark Technologies offers AI-driven digital safety tools that monitor more than 30 social platforms, text messages, images, videos, chats, emails, and files. Its solutions alert families to concerning behaviors including cyberbullying, depression, suicidal ideation, violence, and online predation, and detect nuanced slang and emoji usage across countries. Families can set custom screen time schedules, block websites and apps, and receive location alerts. Bark also serves institutions, protecting nearly 6 million children at home and in over 3,200 schools and districts across the U.S., Guam, South Africa, and Australia. The company intends to use recent funding to accelerate international expansion and enable strategic global partnerships. To date Bark has raised $67 million in total financing.

Led · Series B · May 2022

Panzura provides a hybrid multi-cloud data management platform that uses intelligent edge technologies to deliver LAN performance with cloud economics. Its platform simplifies data management, offers advanced analytics, reduces operational complexity, and improves security for large-scale, multi-site enterprise data workflows across the globe. Led by CEO Jill Stelfox and CRO Dan Waldschmidt, Panzura serves flagship clients including Disney, Milwaukee Tool, BBC America, AmeriHome Mortgage, US federal government agencies, and multiple NFL and MLB teams. The company is based in San Jose, California. Panzura raised $80M in a Series B round and intends to use the funds to scale operations and continue servicing enterprise customers. It plans hires across engineering, marketing, HR, finance and sales to support that growth. Panzura provides a hybrid cloud storage platform for high-performance database and virtual workloads, big data analytics and IoT applications. Led by CEO Patrick Harr, the company offers hybrid cloud NAS, archive and collaboration storage products. In 2016 Panzura added over 100 new enterprise customers and more than 26 petabytes of enterprise storage, and its products were deployed in over 33 countries across multiple industries and governments. The company has expanded channel and alliance relationships with cloud providers AWS, Google, IBM and Microsoft Azure. Panzura intends to use the new capital to scale in the $32B on-premise storage market and to expand its offerings. Panzura offers a global file system and controller appliances that move and store data quickly and securely across distributed locations. The product leverages SSDs in its hardware and the Internet to speed data transfers and replicate snapshots so files need not be recreated at remote sites. Its controllers act as replacements for traditional network-attached storage, with customers using the service alongside third-party cloud providers such as Amazon Web Services. The company emphasizes speed and reduced latency for enterprise users while retaining strong security features; the Department of Justice uses Panzura to share files across 265 sites. Panzura positions itself to appeal to enterprise CIOs seeking cost savings and improved network performance. Panzura offers a cloud-integrated storage system delivering enterprise-class solutions, including NAS functionality, native cloud support, a globally distributed file system, and built-in enterprise security and data protection. The company recently updated its flagship Panzura Global Cloud Storage System with the third-generation Panzura operating system (PZOS3) and an enhanced Quicksilver Cloud Storage Controller. Founded in 2008 by CEO Randy Chou and CTO John Taylor, Panzura combines on-premises NAS capabilities with native cloud integration. The company closed a $15m Series C in June 2012 to support its growth. Panzura intends to use the funds to scale US-based marketing, sales and engineering operations, establish an international sales presence, expand its channel ecosystem, and invest in research and product development. It also plans to explore joint development projects with strategic partners. Panzura provides cloud storage and application optimization products using an application-centric approach termed Application Network Storage (ANS). ANS combines application logic with storage technology to deliver solutions the company says are faster, cheaper and more secure than traditional Tier 1 storage. Its clients include large IT organizations across North America. Founded in 2008 and based in San Jose, California, the company recently raised $12M in Series B financing. It plans to use the capital to expand sales, marketing and support operations and to continue R&D investment in its product line.

Led · Series C · Apr 2022

Treez is an enterprise cloud commerce platform that streamlines retail and supply chain operations within the cannabis industry, led by CEO John Yang. Its solutions include point-of-sale, dispensary inventory management, omnichannel sales capabilities and multiple cashless payment options on a mission‑critical, compliance-focused platform. The platform connects brands and retailers via a centralized brand catalog with real-time market insights and offers an extensible open API for integrations with CRM, marketplaces, payments and data analytics. The company plans to use the new funding to accelerate sales growth, drive product innovation (including new payments and advanced analytics) and enhance functionality for single-store and multi-store operators. It also intends to expand its geographic reach. Last year Treez expanded its workforce by 40% across 19 states and three countries; the company is valued in excess of $260 million. Treez is an enterprise-grade business management platform serving the cannabis supply chain. The platform offers point-of-sale (POS), integrated payments, grow and data software solutions, plus analytics and industry cataloging technology to enable greater automation. Its solutions benefit both brands and retailers across B2C and B2B commerce. Founded in 2016 and based in Oakland, Calif., Treez plans to use new funding to accelerate expansion into legal state retailers and to extend its reach through APIs into ERP, CRM and other complementary tech stacks. The company closed a $13M Series B on 18 September 2020 to support that growth. The funding is intended to deepen integrations and broaden adoption across retail and enterprise technology ecosystems. Treez offers enterprise-quality point-of-sale and retail management software tailored to dispensaries in the legal cannabis industry in the United States. The software is designed to ensure compliance, increase data-driven decision making, and improve productivity for dispensaries. Launched in 2016 by Shareef El-Sissi and CEO John Yang, the company serves as a retail management platform connecting dispensary operations. Treez raised $11.5M in a Series A funding round to support growth. The company intends to use the funds to expand its presence, pursue market expansion opportunities and invest in partnerships to connect each link in the supply chain. Treez is based in Oakland, California.