
Presidio Group
142 Sansome St Fl 4, San Francisco, CA, 94104, United States
Overview
The Presidio Group is one of the nation's premier providers of conflict-free investment consulting services. As a boutique with over $4 billion in assets under advisement, Presidio offers an uncommon approach to investment consulting, combining the discipline of an institutional consultant and the nimbleness of a boutique. The resulting product efficiently balances risk and return to meet each client's goals. Their team of seasoned professionals works with active wealth builders, whether entrepreneurs, executives or investors. We emphasize the transparency of the process, advice, and total costs to clients. This stems from the fiduciary responsibility we have to our clients and is in stark contrast to the conventional Wall Street paradigm.
- Total investments
- 1
- Lead investments
- 0
- Investments · 12mo
- 0
- Active investors
- 8
Sector focus
- Consulting
- Finance
- Financial Services
- Intellectual Property
- Risk Management
Investment portfolio
- Spiffy
Participated · Series C · Feb 2023
Spiffy is an on-demand car care, technology, and services company delivering mobile automotive maintenance and dealer-facing hardware and software. Since launching in 2014, Spiffy has completed over 2 million mobile services and currently performs 3,000–4,000 services daily across more than 45 markets. The company operates over 350 vans staffed by more than 500 W2 technicians and ASE-certified mechanics. Spiffy offers wash and detail, oil changes, tires, brakes, and other maintenance solutions performed onsite using its Spiffy Green system. In 2020 Spiffy introduced Digital Servicing, a private-label van upfit plus a comprehensive software suite (consumer apps, technician app, and manager/dashboard) for dealers. With back-to-back years of more than 90% growth, Spiffy plans to expand via new franchise markets, roll out Spiffy Tires and Spiffy Brakes, and introduce medium- and heavy-duty fleet services nationwide. Spiffy provides on-site car washing, detailing, and maintenance services through a mobile app that enables scheduling in under two minutes. The company recently introduced Fleet Management as a Service (FMaaS) to manage fleets across the entire vehicle lifecycle, including in-fleeting, preventive maintenance, and de-fleeting. Spiffy serves consumers, rental and commercial fleets, auctions, and car-sharing services, and its offering is designed to be EV/AV and connected-car friendly. It operates a fleet of over 100 vans in 11 cities and employs more than 150 W-2 trained technicians. Spiffy has partnerships with companies such as Lyft and a recent Ford connected-car partnership. The company plans to expand FMaaS into six additional markets and roll the service out in existing markets including Atlanta, Charlotte, Dallas–Fort Worth, Los Angeles, and Raleigh–Durham. Spiffy is an on-demand car cleaning, technology, and services company that lets customers schedule, track, and pay for mobile washes and details via an app or website. The company operates in Raleigh and Charlotte, North Carolina; Atlanta, Georgia; and Los Angeles, California. Spiffy’s vans bring their own water and equipment and offer waterless and multiple detail service tiers, all using the Spiffy Green environmentally friendly system. The business reported over 150% growth from 2015 to 2016. With the Series A proceeds the company plans to expand into new markets, invest in technology, and explore additional services. Concurrently Spiffy expanded to Los Angeles through the acquisition of Squeegy’s operations, gaining access to more than 14,000 residential and commercial relationships.