Clients, Sectors and Industries

Rally Health, UnitedHealth Group

Health Care, Software, Fitness, Wellness, Health Insurance


Computer Hardware, Software, Consumer Electronics, Financial Technology, Artificial Intelligence

Delta Dental Of California

Dental Insurance, Health Care

CMO Labs

Advertising, Marketing Analytics


Shipping, Retail, Supply Chain Management, E-Commerce


Fresh Produce Wholesalers and Distributors


Online Advertising, Analytics, Software, SaaS

Marin Software

Software, Online Advertising, SaaS, Search Engine Marketing (SEM)

JPMorgan Chase & Co

Banks, Credit Cards, Insurance, Financial Services, Workforce Productivity

Stellar Management

Residential Real Estate

DFJ Nexus

Venture Capital, Asset Management, Emerging Markets

Triax Capital Advisors

Distressed Real Estate, Asset Management, Financial Engineering


Plastics Manufacturing, Industrial Products, Consumer Goods, Retail

PlainsCapital Bank

Banks, Online Banking

Nisbet Research

Public Records, Background Check, Legal

Waterfront NY, Chelsea Mini Storage, Waterfront Maine

Investment Management, Commercial Real Estate, Self Storage

Contentville, Brill Media Ventures, Brill's Content

Media, Publishing, E-commerce, Retail

Investment Portfolios

Investment Management, Portfolio Management, Equity Research, Analytics