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TwinFocus Capital Partners

75 Park Plaza, Boston, Massachusetts, 02116, United States

Overview

TwinFocus is a premier boutique multifamily office for global ultra-high net worth professional investors, entrepreneurs, their families and other professional investors looking to preserve, enhance and transfer wealth across multiple generations. The firm’s proprietary total balance sheet approach and direct investing platform incorporate the nuances and complexities of all family members, and integrates all aspects of Tax, Legal, Investment, Philanthropic and Intergenerational Planning in its tireless pursuit of establishing enduring legacies. Headquartered in Boston with an office in Mayfair, London, TwinFocus has assets under advisement of more than $7.9 billion* and manages diversified investment solutions that include exclusive access to unique direct investments in private equity and real estate. * - as of 12/31/2023

Total investments
3
Lead investments
3
Investments · 12mo
0
Active investors
4

Sector focus

  • Advice
  • Asset Management
  • Finance
  • Financial Services
  • Impact Investing
  • Real Estate Investment
  • Wealth Management
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Investment portfolio

  • Caura

    Led · Seed · Jun 2021

    Caura provides a mobile app that brings driving-related payments and administration into one place, covering vehicle tax, MOT, insurance, tolls and city charges, and planning to add parking. The app is available on iOS and Android and the company intends to extend offerings for both consumers and businesses. Caura plans to develop vehicle maintenance features and UK-wide parking functionality using the new funding. The company also intends to release a suite of products for enterprise and SME customers within the next 12 months. Caura was founded in 2019 and positions itself as a one-stop solution to simplify car ownership for UK drivers. Caura is a vehicle-management platform that lets users manage tolls, congestion charges, road tax, MOT and insurance by linking a vehicle registration to automated payments and reminders. Launched in 2020 and founded in 2019, the app is available on iOS and is used by tens of thousands of UK drivers, carrying a 4.8/5 App Store rating. Caura offers consumer products such as Caura Drive and an FCA-authorised insurance proposition, Caura Protect, which has signed eight insurance partners including Aviva, Ageas, ERS, LV=, Markerstudy, Premier, Southern Rock and Sabre. The company plans native “vehicle companion apps” embedded in infotainment systems, Android and web apps, broader parking and toll integrations, and future support for electric charging. Caura is developing a B2B offering for car manufacturers and aims to expand platform features such as MTAs and claims management for its insurance product. Caura is an iOS app that centralizes vehicle-related administration for drivers in the U.K.; users onboard by entering their vehicle registration to manage parking, tolls, MOT, road tax, insurance and congestion charges. The FCA-approved app integrates with Apple Pay or stores payment details to enable two-click payments and uses in-app notifications to remind users about renewals and charges. It supports multiple registered vehicles, positioning the product for both individual users and potential fleet-manager use, and an Android version is promised by the end of the year. The company was founded by Sai Lakshmi (formerly co-founder of Echo) with co-founders Shaun Foce and Bhavin Kotecha. Caura has raised £1.4 million from various unnamed angel investors. The startup currently does not generate revenue and is passing payments through to final providers while it develops a sustainable business model it plans to share in Q4 2020.

  • Zillion

    Led · Series C · Aug 2016

    Zillion builds a cloud-based digital patient engagement platform that supports live video conferencing (one-on-one, group, and webcast), interactive messaging, curriculum scheduling, alerts and reminders, and goal tracking. The platform also includes digital workforce management, analytics, and monitoring, and offers an open API so clients can configure customized digital care programs. Zillion supports preventive (e.g., weight loss, prediabetes), chronic (e.g., diabetes), and procedural (e.g., prenatal, orthopedic, bariatric) programs. Patients access care via a downloadable app that enables human interaction, educational sessions, group discussions, and live coaching. The company has partnerships with UnitedHealth Group’s Real Appeal and Apollo Endosurgery to deliver patient engagement and coaching through its platform. Zillion plans to use new funding to expand its customer base, increase sales, and focus marketing efforts.

  • Zillion Group

    Led · Series C · Aug 2016

    Zillion Group offers a SaaS-based digital engagement platform focused on video coaching and content delivery for consumer-driven healthcare applications. Led by Jim Boyle, Chairman and CEO, the technology enables providers to extend care beyond physical facilities and engage patients in practical activities and with everyday devices. The platform supports face-to-face live video conferencing (one-to-one, group and webcast) alongside dynamic content delivery, interactive messaging, curriculum scheduling, alerts and reminders. It also includes digital workforce management, data analytics, monitoring, and goal tracking to support remote care workflows. The company recently completed a financing and intends to use the proceeds for ongoing enhancement of its platform.

Team

  • Wesley Karger

    CO-FOUNDER & MANAGING PARTNER

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  • Paul Karger

    Cofounder and Managing Partner

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  • David Daglio

    Chief Investment Officer and Global Investment Strategist

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  • John Pantekidis

    Managing Partner

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