Portfolio

Why We Invested

Aetos stood out because of its unique ability to bring visibility and efficiency to complex facility operations. The team’s visual-first platform replaces dated, siloed systems with an intuitive, scalable solution that enhances productivity, compliance, and training. With strong early traction and clear applicability across industrial and commercial sectors, Aetos is well-positioned to modernize how organizations manage physical spaces.

Agility

Precision Advertising for Marketers

2023

Alex Bean

Fund I / SPV

Agility is precision advertising for mid-market teams. Their geofencing technology enables small teams to build hyper-targeted audiences, reach them anywhere, and use any ad format.

Milestones

Founded 2015

Partnered 2023

Team

Matt Behrend

Spencer Behrend

Partner

Why We Invested

When Matt and Spencer showed us the product, we were blown away. What Agility was offering was something we’d never seen before. It has the potential to be a massive opportunity if tackled right. Their vision, experience, and product prowess quickly made us believers in Agility’s ability to change precision advertising.

News

Agility ads, a precison advertising platform, raises $12m

AMBIA

Fully-integrated Solar Energy

2023

Alex Bean

SPV

Ambia is a fully integrated solar energy company that provides solar panel systems for residential customers. They offer services such as system design, installation, and maintenance.

Milestones

Founded 2021

Partnered 2023

Team

Conner Ruggio

Partner

Why We Invested

We had followed Connor’s successes at Aptive Pest and were impressed with his ability to build and manage elite sales teams. We became very curious when we heard whisperings of Ambia Solar launching. When he pitched Ambia and its new team, full of proven operators in the D2D space and solar logistical experts, we knew we wanted to get involved.

Applause

Employee Engagement for Field Service Workers

2023

Alex Bean

Fund I

Developer of a financial incentive application designed to help employees make more money. The company helps employers to provide enhanced financial benefits, incentives, and higher wages that are paid faster and enhanced with performance bonuses, enabling companies to motivate and retain their employees.

Milestones

Founded 2021

Partnered 2023

Team

Taylor Olson

Chris Anderson

Partner

Why We Invested

Not only is Applause an early entrant into a new category called “employee-driven growth” with multiple ways to monetize the product, but the company has also demonstrated best-in-class revenue growth and retention. Best of all, they have a seasoned management team that has successfully built and exited prior ventures in field services.

AskElephant

AI-powered Sales Coaching

2023

Alex Bean

Fund I

AskElephant is an AI coach trained on a company team’s full playbook, past calls, CRM data, and sales methodology to provide personalized coaching tailored to client employees. With constant guidance optimized for client processes, it acts as an AI assistant helping to improve go-to-market strategy and sales.

Milestones

Founded 2023

Partnered 2023

Team

Woody Klemetson

Partner

Why We Invested

Woody is building the tool he would have wanted when running Divvy’s sales team. We saw Woody firsthand scale a sales team from $1m to $400m in revenue. We have strong conviction in Woody and Stephen and their ability to build. The product has received strong early adoption with indications that their product is something sales teams are in desperate need of.

Burq

On-demand and Same-day Delivery for Businesses

2024

Mckay Dunn

Fund I

Burq enables businesses to access multiple delivery providers under one platform, making it easy to offer delivery to end customers via a single API

Milestones

Founded 2021

Partnered 2024

Team

Salman Habib

Shaban Habib

Partner

Why We Invested

Burq provides its customers a turnkey delivery offering, instantly connecting businesses to a network of on-demand and same-day delivery providers. Burq turns what would normally take companies months to build into a seamless, plug-and-play API. Salman and Shaban are both incredibly sharp and excellent operators, giving the Tandem team confidence in their ability to build a world-class business.

Callidus

AI-powered Legal Research Platform

2025

Zac Kerr

Fund I

Callidus is an AI-driven legal platform that empowers lawyers to draft, research, and review with greater speed and precision—while retaining full control and oversight over their workflow. Built for litigators, the platform combines deep legal data with advanced agentic AI to streamline high-value tasks without sacrificing accuracy or autonomy.

Milestones

Founded 2023

Partnered 2025

Team

Justin McCallon

John Bohlmann

Partner

Why We Invested

Callidus is redefining legal workflows through an AI-powered platform that accelerates and improves drafting, research, and document review. With clear ROI for legal teams, strong product-market fit, and the potential to become a core layer in the modern legal tech stack, Callidus stands out as a compelling investment. The team brings exceptional expertise at the intersection of legal technology and AI, positioning the company for long-term success.

Clearjet

Air Infrastructure for Faster Parcel Delivery

2024

Mckay Dunn

Fund I

Clearjet is an end-to-end express delivery network and operating system utilizing US commercial airlines for ecommerce delivery

Milestones

Founded 2022

Partnered 2024

Team

Chris Guggenheim

Partner

Why We Invested

Clearjet is a true disruptor in the logistics space, providing ecommerce companies with the power of two-day delivery at a fraction of the cost of UPS / FedEx. The business does this by utilizing unused commercial cargo capacity and has established partnerships with several major airlines nationwide. Chris is a seasoned entrepreneur which gave us additional confidence Clearjet can become a force to be reckoned with in the logistics space.

Crew

Valet Waste for Short-Term Rentals

2025

Mckay Dunn

Fund I

Crew provides tech-enabled trash and recycling services for short-term rental owners and property managers. The platform automates bin-to-curb pickup and return, with GPS tracking and photo verification managed through the Crew app. This ensures a reliable, hands-off solution that keeps properties clean and guest-ready.

Milestones

Founded 2023

Partnered 2025

Team

Cameron Lam

Travis Zappia

Partner

Why We Invested

Cameron Lam brings experience as a large-scale short term rental operator, giving him a deep understanding of the pain points that owners and property managers face. He built Crew to solve a real operational challenge he encountered personally, and we saw that insider perspective reflected in a model built for scale, efficiency, and long-term success.

Enclave

Flexible Co-Working for Suburban Professionals

2025

Mckay Dunn

Fund I

Enclave offers tech-enabled coworking lounges and private offices in suburban downtowns, thoughtfully designed for professionals who live outside city centers. With flexible memberships, high-speed Wi-Fi, and 24/7 access, Enclave creates a productive, design-forward environment that blends convenience, focus, and community—just minutes from home.

Milestones

Founded 2020

Partnered 2025

Team

Robert Kellman

Tom Griseta

Partner

Why We Invested

Robert brought a clear, compelling vision for scaling into new suburban markets, backed by a smart execution plan. The business benefits from low buildout costs, quick payback periods, and strong unit-level margins—making it well-positioned for efficient, repeatable growth. We believe Enclave has the right team and model to expand quickly and successfully.

Enzo Health

AI-powered Documentation Co-pilot for Home Health Facilities

2024

Mckay Dunn

Fund I

Enzo Health is an AI-powered documentation co-pilot for home health facilities, providing agency owners compliance automation while increasing revenue

Milestones

Founded 2023

Partnered 2024

Team

Zach Newman

Dan Conger

Partner

Why We Invested

Enzo Health makes post-acute documentation a breeze. Enzo allows clinicians to focus on patients and administrators while giving home health agency owners the peace of mind knowing their documentation is bulletproof. In addition to solving a huge pain point within post-acute care, Zach and Dan (co-founders) are a powerful duo, pairing elite sales skills with top-tier engineering talent.

FETCH

Last-mile Package Delivery for Apartments

2022

Mckay Dunn

Fund I / SPV

Fetch is a last-mile off-site package delivery platform for apartment communities. Solving the package problem for property managers while adding a convenient amenity for residents.

Milestones

Founded 2016

Partnered 2022

Team

Michael Patton

George Schultz

Aaron Anderson

Partner

Why We Invested

Before starting Tandem, Mckay had sat on Fetch’s board and had seen Michael and his team execute and solve the logistical nightmare of last-mile package delivery. With the team’s depth and experience in the delivery and packaging industry, we jumped on the opportunity to partner with Fetch.

Glazier

Business Management Platform for Glass Installers

2025

Zac Kerr

Fund I

Glazier is an innovative cloud-based business management platform tailored for residential and commercial glass installers and fabricators. It streamlines workflows from quoting to invoicing, offering mobile tools for on-site estimates, job tracking, scheduling, and reporting. With built-in integrations, real-time dashboards, and inventory management, Glazier enhances operational efficiency, reduces errors, and boosts profitability, making it a transformative solution in the glass industry.

Milestones

Founded 2022

Partnered 2025

Team

Amanda Georgescu

Dave Brown

Partner

Why We Invested

Tandem was drawn to invest in Glazier because of their strategic vision and innovative offerings in an underserved vertical. The company’s pioneering solutions, such as the AI-driven smart takeoff features, significantly enhance efficiency in the glass industry, showcasing Glazier’s commitment to transforming industry operations. With additional products like smart submittals and contract document querying in development, Glazier is positioned as a leader in delivering comprehensive, technology-driven solutions that address critical industry needs.

Nursa

Flexible Healthcare Staffing for Nurses

2022

Zac Kerr

SPV

Nursa is a healthcare staffing platform that improves patient care by connecting nurses seeking flexible work with facilities needing help.

Milestones

Founded 2019

Partnered 2022

Team

Curtis Anderson

Partner

Why We Invested

Nursa was one of those ideas that should have been done already. Empowering clinicians in facilities that needed extra support is a win-win, and when we saw how the team could build a company of Nursa’s size profitably, it was a no-brainer.

PARTICL

Real-time Ecommerce Product Database and Market Research

2022

Mckay Dunn

SPV

Particl, the e-commerce product database and market research platform. Particl collects and processes unstructured e-commerce website data, providing teams with accurate, clean, and precise data.

Milestones

Founded 2019

Partnered 2022

Team

Josh Wilson

Andrew Kenney

Dave “Smiles” Smiley

Partner

Why We Invested

The Particl team created an expansive product database that large e-commerce brands, consultants, and other players in the industry are utilizing. Those who can collect, analyze, and act on data have an advantage over those who cannot and Particl is the source of that data.

Pest Share

Pest Control Technology to Help Property managers and Renters Manage Pests

2024

Alex Bean

Fund I

Pest Share is a technology platform designed to provide affordable pest control to renters across the country. The Company does this by partnering with property managers who love to see their residents live pest free.

Milestones

Founded 2019

Partnered 2024

Team

Landon Cooley

Justin Clements

Partner

Why We Invested

Pest Share introduces a tech-forward, modern approach to an antiquated pest control industry. It gives peace of mind to property managers that pest problems are being resolved while making the process of exterminating pesky pests a breeze for tenants. The Company has experienced hypergrowth over the past few years, and we are thoroughly impressed with Landon and his ability to navigate the potential pitfalls of growing so quickly.

PostSig

AI-powered Contract Management Platform

2025

Zac Kerr

Fund I

PostSig is an AI-native platform that reimagines post-signature contract management for data-driven teams in procurement, legal, and finance. It automates contract oversight, ensures compliance, and surfaces actionable insights—saving time, reducing risk, and helping organizations unlock hidden value.

Milestones

Founded 2024

Partnered 2025

Team

Hendrik Bartel

Michael Digris

Partner

Why We Invested

PostSig tackles the often-overlooked post-signature phase of the contract lifecycle—where significant value can be lost and risk introduced. By automating compliance and uncovering financial opportunities, the platform delivers clear ROI for procurement, legal, and finance teams. Backed by a team with deep enterprise AI expertise, PostSig is positioned to become the go-to system of record for post-signature contract performance.

Previ

Employee Benefits Platform

2024

Alex Bean

SPV/Fund

Previ is a direct-to-employee platform that partners with employers to offer exclusive discounts on essential services like wireless plans and insurance—at no cost to the employer. By leveraging HR teams to share the platform internally, Previ enables employees to access significant savings on everyday expenses through a streamlined, tech-enabled experience.

Milestones

Founded 2019

Partnered 2024

Team

Brandon Rodman

Jared Rodman

Partner

Why We Invested

Brandon Rodman, founder of Weave, brings proven expertise in vision, fundraising, and team-building to Previ. The company has grown rapidly through its no-cost employee benefit model, distributed via HR teams directly to employees. With a massive market of employees paying for essential services like wireless and insurance, Previ is well-positioned to lead in direct-to-employee distribution, while expanding into adjacent verticals to enhance value and retention.

REBUY

Personalization-as-a-service Platform for Ecommerce Businesses

2023

Mckay Dunn

Fund I

Rebuy is the premier ecommerce Personalization-as-a-Service platform that empowers businesses of all sizes to craft hyper-personalized shopping experiences to drive conversions, boost order values, and foster customer loyalty. The Company helps to Shopify businesses offer intelligent shopping experiences.

Milestones

Founded 2017

Partnered 2023

Team

John Erk

James Van Erck

Partner

Why We Invested

Rebuy uncovered an underserved niche in ecommerce–helping Shopify stores offer intelligent shopping experiences. The company is led by elite founders who’ve found incredible product-market fit and have continued to scale revenue incredibly well.

Redo

Free Returns Platform for Merchants

2024

Alex Bean

Fund I

Redo is a free returns platform designed for ecommerce businesses. It simplifies the returns process for both the merchant and the customer, offering features like easy exchanges, store credit options, and free return labels. By streamlining returns, Redo aims to improve customer satisfaction, reduce return rates, and boost sales.

Milestones

Founded 2017

Partnered 2024

Team

Sterling Snow

Partner

Why We Invested

We jumped at the opportunity to invest in Redo. The company has all the right ingredients for success – a bright, seasoned management team; a product that is solving a real pain point; and a huge market that is hungry for a better way of tackling the returns process.

Revin

AI-powered Service Revenue Platform

2025

Zac Kerr

Fund I

Revin is an AI-powered revenue copilot built for the trades industry, automating inbound scheduling, outbound marketing, and project management. Integrated with a company’s CRM, Revin’s AI customer service reps help businesses increase bookings and operate more efficiently.

Milestones

Founded 2022

Partnered 2025

Team

Quinn Litherland

Partner

Why We Invested

Revin is redefining operations in the home services industry with an AI-powered revenue copilot built to address labor shortages and operational inefficiencies. By automating scheduling, outbound communication, and project coordination while integrating seamlessly with existing CRMs, Revin enables businesses to scale with speed and precision. Its focused approach to a large, underserved market and practical application of AI make it a standout investment opportunity.

Speedchain

Spend Management Platform for Construction

2025

Alex Bean

Fund I

Speedchain stands out for its ability to merge field service technology with integrated payment solutions, creating a more efficient workflow for construction companies. With strong backing from industry leaders and a clear go-to-market strategy, the company is well-positioned for scale. Its innovative platform and deep industry ties make it a standout in the construction tech space.

Milestones

Founded 2019

Partnered 2025

Team

Daniel Cage

Drew Crytser

Travis Smith

Partner

Why We Invested

We invested in Speedchain because of its unique approach to modernizing spend management in the construction industry by integrating field operations with payment solutions. The team brings deep domain expertise and is backed by respected industry partners, positioning them well for scaled execution. We believe Speedchain has the potential to become a critical platform for financial and operational efficiency in construction.

Voze

Sales Optimization for Field Reps

2023

Mckay Dunn

Fund I

Voze is an AI-powered interactive sales platform that transforms the way field sales reps work by streamlining the entire sales process and providing real-time insights/guidance to empower reps to make informed decisions and close more deals.

Milestones

Founded 2022

Partnered 2023

Team

Dan Caffee

Cade Krueger

Partner