Peterson Ventures IV
Peterson Partners LP is a private equity and venture capital firm based in Salt Lake City, Utah, specializing in early-stage investments across a range of sectors, including software, digital commerce, and healthcare. Founded in 2003, the firm focuses on pre-seed, seed, and growth-stage companies, typically investing between $0.25 million and $25 million. Peterson Partners aims to partner with entrepreneurs who seek more than just capital, offering strategic support to navigate the complexities of growth. The firm invests primarily in the Western United States, Canada, and Brazil, targeting companies with revenues between $5 million and $100 million and EBITDA ranging from $2 million to $20 million. With a portfolio of over 200 companies, Peterson Partners seeks to take both majority and minority stakes and often co-invests with other private equity firms. The firm typically holds investments for a period of five to ten years, emphasizing a collaborative approach in fostering entrepreneurial success.
Mobly is the first event-agnostic lead capture, enrichment and engagement app. Users can snap a photo of any attendee badge or business card, and have that person's contact info instantly enriched (25+ fields) and pushed to their CRM. THey can then follow up via text, email, phone or social from the app, and the activity actually logs back to the CRM. No card/badge? No problem. SImply search name + company in the search bar for the same result.
Mobly is the first event-agnostic lead capture, enrichment and engagement app. Users can snap a photo of any attendee badge or business card, and have that person's contact info instantly enriched (25+ fields) and pushed to their CRM. THey can then follow up via text, email, phone or social from the app, and the activity actually logs back to the CRM. No card/badge? No problem. SImply search name + company in the search bar for the same result.
Charlie Finance
Series A in 2019
Charlie Finance Co. is a financial services company based in San Francisco, California, founded in 2016. The company has developed a text message application designed to simplify personal finance for users. By monitoring transactions, Charlie Finance helps individuals identify opportunities to save money, reduce expenses, and gain a better understanding of their spending habits. Additionally, the application alerts users to important financial matters, enabling them to manage their finances more effectively and work towards reducing debt.
Charlie Finance
Series A in 2018
Charlie Finance Co. is a financial services company based in San Francisco, California, founded in 2016. The company has developed a text message application designed to simplify personal finance for users. By monitoring transactions, Charlie Finance helps individuals identify opportunities to save money, reduce expenses, and gain a better understanding of their spending habits. Additionally, the application alerts users to important financial matters, enabling them to manage their finances more effectively and work towards reducing debt.
Charlie Finance
Venture Round in 2018
Charlie Finance Co. is a financial services company based in San Francisco, California, founded in 2016. The company has developed a text message application designed to simplify personal finance for users. By monitoring transactions, Charlie Finance helps individuals identify opportunities to save money, reduce expenses, and gain a better understanding of their spending habits. Additionally, the application alerts users to important financial matters, enabling them to manage their finances more effectively and work towards reducing debt.
Charlie Finance
Convertible Note in 2018
Charlie Finance Co. is a financial services company based in San Francisco, California, founded in 2016. The company has developed a text message application designed to simplify personal finance for users. By monitoring transactions, Charlie Finance helps individuals identify opportunities to save money, reduce expenses, and gain a better understanding of their spending habits. Additionally, the application alerts users to important financial matters, enabling them to manage their finances more effectively and work towards reducing debt.
Charlie Finance
Convertible Note in 2016
Charlie Finance Co. is a financial services company based in San Francisco, California, founded in 2016. The company has developed a text message application designed to simplify personal finance for users. By monitoring transactions, Charlie Finance helps individuals identify opportunities to save money, reduce expenses, and gain a better understanding of their spending habits. Additionally, the application alerts users to important financial matters, enabling them to manage their finances more effectively and work towards reducing debt.
Charlie Finance
Seed Round in 2016
Charlie Finance Co. is a financial services company based in San Francisco, California, founded in 2016. The company has developed a text message application designed to simplify personal finance for users. By monitoring transactions, Charlie Finance helps individuals identify opportunities to save money, reduce expenses, and gain a better understanding of their spending habits. Additionally, the application alerts users to important financial matters, enabling them to manage their finances more effectively and work towards reducing debt.
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