Participated · Equity · Aug 2026

River Technologies provides AI-native engineering and software development services to major financial institutions. The company reported surpassing seven figures in revenue with a lean team of five. It has raised a total of $9.5M to date, including a seed round led by Founders Fund and a subsequent $3.5M raise. River is actively hiring across its engineering team, offering base salaries of $250k–$400k plus 0.5–2% equity. The company operates from an office in New York City and positions itself to support financial firms in their transition to AI-native software development.

Participated · Equity · Nov 2016

SUN Behavioral Health operates freestanding psychiatric hospitals that provide inpatient and outpatient care, psychiatric and substance-abuse programs, and specialized services for children, adolescents, adults and seniors. The company partners with medical and surgical centers, physicians, schools and community organizations to deliver a seamless continuum of personalized care and emphasizes strong clinical staff-to-patient ratios for more therapy time. SUN opened a 148‑bed behavioral health hospital in the Texas Medical Center in Houston in January 2016, and three additional hospitals totaling 431 beds are scheduled to open in Columbus, OH; Northern Kentucky (Greater Cincinnati); and Georgetown, DE. SUN operates 24/7 assessment and admissions departments and offers tailored programs by age, gender and acuity. The company received a $34 million growth capital investment announced by LLR Partners, with existing investors including HealthInvest, NewSpring Capital, Petra Capital Partners and SV Life Sciences also participating. Leadership, led by President and CEO Steve Page, says the company plans to build out a network of hospitals to address unmet regional behavioral-health needs.

Led · Equity · Jul 2016

BP3 Global provides intelligent automation services and solutions that streamline and automate processes driving customer experience and employee productivity. Its offerings focus on intelligent document processing, robotic process automation (RPA), and intelligent process automation. The company reports an unprecedented 99.9% success rate and counts clients such as Charter Communications, Keller Williams, and Eli Lilly. BP3 aims to expand into new markets and deliver more focus, foresight, and follow-up to client engagements. Management plans to accelerate organic growth and pursue targeted acquisitions to scale the business and address rising demand for automation driven by staffing shortages and supply chain disruptions. BP3 Global builds business process, decision management and analytics software and services centered on its proprietary Brazos platform, which collects data, surfaces actionable insights and makes suggestions or changes to customer processes. The Brazos platform has been in use since 2007 and powers thousands of applications and digital transformations for large enterprises. BP3 serves customers across Financial Services, Retail, Healthcare, and Energy and offers operational services including 24x7 solution support, process optimization, migration assistance, and cloud management. The company operates from its headquarters in Austin, Texas, with additional offices in London, Amsterdam, and Copenhagen. Management says the Petra investment will accelerate development of the Brazos platform and further the company’s path of delivering value to customers. BP3 positions itself as a fast-growing services organization embedding insights into workflows to drive profit, satisfaction, and experience improvements for clients.

Participated · Series C · Feb 2015

Lineagen offers FirstStepDx PLUS and NextStepDx PLUS, integrated services combining genetic testing, counseling and developmental screening to aid diagnosis of ASD and other developmental delays. The company plans to continue commercializing FirstStepDx PLUS, expand commercialization of NextStepDx PLUS, and apply its clinical research to a broader range of neurodevelopmental and neurological indications. It also has ongoing scientific programs in multiple sclerosis (MS) and chronic obstructive pulmonary disease (COPD). Led by CEO Michael S. Paul, Ph.D., Lineagen recently completed the second and final tranche of its Series C financing to support those commercialization and research efforts. The company previously raised a first tranche of $3.5M in 2013 and obtained a $4M secured debt facility with Silicon Valley Bank as part of the initial tranche. Lineagen provides physicians and patients an integrated genetic testing, counseling and developmental screening service to aid early diagnostic evaluation of individuals with autism spectrum disorders (ASDs) and other childhood developmental disorders. The company is led by CEO Michael S. Paul, Ph.D., and is based in Salt Lake City, Utah. Its core product combines genetic testing with counseling and developmental screening to support clinicians and families. Financially, Lineagen completed a Series C financing and pursued senior secured debt facilities as part of its funding strategy. The company converted $12.6M in outstanding promissory notes into Series B preferred stock as part of its balance-sheet actions. No operating metrics (revenue/users) were disclosed in the article. Lineagen offers comprehensive genetic testing and support/counseling services designed to enable early evaluation of children at risk for disorders of childhood development, including Autism Spectrum Disorders. Its core product set centers on proprietary clinical testing services and physician- and consumer-directed consultative services. The company plans to expand its commercial franchise and introduce new proprietary clinical tests using proceeds from its current raise. Lineagen maintains collaborative relationships with pediatric research institutes including the University of Utah and The Children’s Hospital of Philadelphia. Founded in 2002 and led by CEO Michael Paul, Ph.D., the company previously completed a Series A to fund discovery and development. Lineagen develops genomic tests and services aimed at screening, evaluation and diagnosis of complex disorders and diseases, including autism spectrum disorders. The company is advancing a lead autism program and planned a commercial service launch for September 2010. Lineagen received an additional $5.0m investment from PrairieGold Venture Partners to support further development and the commercial launch. The Series A financing totaled $10.8m after the new investment; Lineagen previously held a $5.8m first close in December 2007. In conjunction with the financing, Mike Jerstad, a partner at PrairieGold Venture Partners, joined Lineagen’s board of directors. The Series A included support from Sanderling Ventures, vSpring Capital and Mesa Verde Venture Partners. LineaGen is a Salt Lake City biotech developing genetic diagnostics. It seeks genomic markers — presumably the single‑nucleotide polymorphisms (SNPs) — associated with conditions including autism, multiple sclerosis, cancer and lung disease. The company plans to turn identified markers into diagnostic tests. LineaGen leverages detailed databases on Utah’s predominately Mormon population and its genealogical records to discover markers. VentureWire reported that LineaGen raised $6 million in a first round of funding from Sanderling Ventures, vSpring Capital and Mesa Verde Partners. The report noted that LineaGen did not have a Web site listed.

Participated · Equity · Feb 2012

WellNow Urgent Care is an urgent care operator treating patients in underserved suburban, urban and rural markets. The company delivers patient care through a mix of primary care physicians, physician assistants and highly skilled nurse practitioners in accessible, highly visible clinics. WellNow acquired five Middle Tennessee clinics on January 25, 2012 and has two additional clinics slated to open in Springfield and Bellevue, TN in early summer 2012. Headquartered in Nashville, the company's initial growth plan targets openings across the Southeastern United States, with a five-year goal to own and operate as many as fifty centers. The company launched with $35 million in committed capital and is holding additional reserves for development, including acquiring and building more clinics. Executive leadership includes CEO Kevin Cross and COO Graham Cherrington. WellNow is working with HealthPoint Marketing to develop a regional marketing plan to increase visibility and drive patient traffic.