ACTIVE Portfolio Companies
May 2021
Equity Based Note™
Beam Healthcare delivers tele-specialist, tele-hospitalist, and tele–case-management services—across specialties like cardiology, dermatology, and more—to community hospitals and clinics.
Telemedicine to expand clinical services. Sales, marketing, and recruitment of clinicians.
March 2021
Equity Based Note™
Toovio is a SaaS platform that uses AI-driven, real-time decisioning to orchestrate multi-channel marketing triggers—via email, SMS, calls, and more—to help businesses boost acquisition, cross-sell, and retention by turning customer data into continuous value.
Trigger based marketing powered by AI. Sales, marketing, and software development.
August 2025
Equity Based Note™
Agent Legend helps small and mid-sized businesses convert more leads—and keep more customers—without needing more staff. Originally focused on the real estate and mortgage sectors, the company delivers AI-powered digital workers that plug into existing CRMs and workflows.
Support on product development, extend their lead in real estate, and expand into adjacent verticals.
December 2020
Equity Based Note™
Cytotheryx is a preclinical biotech company developing a pioneering bio-incubator platform to produce scalable, high-quality primary human liver cells (hepatocytes) for research, toxicology, and cell therapy applications.
Expand research focused on the development of human liver cells and the use of those cells for multiple research and clinical applications.
October 2022
Equity Based Note™
SolarteHealth offers an open-market health plan where independent providers set transparent, competitive prices (often up to ~70% lower), giving patients and self-funded employers real savings and choice through its AMPLIFY network.
Take innovative health plan design to new geographic markets to expand membership.
Exited/Sold
January 2020
Equity Based Note™
Cashé Software provides a person-centered, cloud-based agency management platform (called Pavillio) for home- and community-based services providers, streamlining care delivery, billing, and Electronic Visit Verification.
Build a new platform and expand nationwide with a digital marketing strategy.
Testimonials
INACTIVE
March 2022
Equity Based Note™
Baby's on Broadway was a specialty baby boutique in historic downtown Little Falls, Minnesota.
A new retail location in St. Cloud, Minnesota, expansion of offerings for durable medical equipment, and growth of e-commerce.
September 2023
Equity Based Note™
Bellacor was an online retailer specializing in lighting, furniture, and home décor.
Expansion within working with builders in communities across the US.