Invoca
Santa Barbara, US · Founded 2009 · California corporation · 8 known investors
Invoca provides AI-powered software that connects online and offline touchpoints across the buyer or patient journey, tying interactions like phone calls to revenue. It serves marketing, ecommerce, and contact center teams to optimize demand and convert leads into appointments and sales.
Founders & leadership
DW
Dan WeigelVice President of People and Culture Secretary
MW
Mark WoodwardChief Executive Officer2013–2016
NC
Nick CroninVice President of Finance and Asst. Secretary
KF
Kobie FuellerNamed on SEC filing
Board
BQ
JG
John GreathouseBoard director
JS
KF
MS
JJ
Joshua JacobsBoard director
Investors · 8
Accel✓ verifiedPalo Alto · $1.6M – $70M
H.I.G. Growth Partners✓ verifiedMiami
Upfront Ventures✓ verifiedLos Angeles · $1M – $10Mvia Mark Suster · board
Salesforce Ventures✓ verifiedSan Francisco · $5M – $50M
Bonfire VenturesLos Angeles · $2M – $4M
H.I.G. CapitalMiami
Entrada VenturesreportedSanta Barbaravia Jason Spievak · board
Morgan StanleyreportedPurchase
Reported raises · per SEC filings
Form D private placements$174.8M disclosed across 4 rounds · 2013–2022
▶$82.9MraisedJun 2022 · 14 investors · OtherRule 506(b)
▶$82.9MraisedJun 2022 · 14 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Gregg JohnsonExecutive Officer, Director, Promoter
- Brett QueenerDirector
- Scott HillboeDirector
- Mark SusterDirector
- Ethan ChoiDirector
- Offering amount
- $100M
- Amount sold
- $82.9M
- Sales commissions
- $3.1M
- Placement agents
- Cowen & Company LLC
- First sale
- Jun 2022
- Incorporated
- Corporation, California
- Federal exemptions
- 06b
▶$41.5MraisedFeb 2020 · 11 investors · OtherRule 506(b)
▶$41.5MraisedFeb 2020 · 11 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Scott HilleboeDirector
- Ethan ChoiDirector
- Mark SusterDirector
- Joshua JacobsDirector
- Brett QueenerDirector
- Gregg JohnsonExecutive Officer, Director, Promoter
- Offering amount
- $41.5M
- Amount sold
- $41.5M
- First sale
- Aug 2019
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$28.6MraisedApr 2016 · 6 investors · OtherRule 506(b)
▶$28.6MraisedApr 2016 · 6 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Brett QueenerDirector
- John GreathouseDirector
- Joshua JacobsDirector
- Dan WeigelExecutive Officer
- Jason SpievakDirector
- Kobie FullerDirector
- Mark SusterDirector
- Mark WoodwardExecutive Officer, Director
- Offering amount
- $28.6M
- Amount sold
- $28.6M
- First sale
- Mar 2016
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$21.7MraisedMar 2014 · 1 investors · OtherRule 506(b)
▶$21.7MraisedMar 2014 · 1 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- John GreathouseDirector
- Mark SusterDirector
- Brett QueenerDirector
- Joshua JacobsDirector
- Nick CroninExecutive Officer
- Kobie FuellerDirector
- Jason SpievakExecutive Officer, Director
- Offering amount
- $21.7M
- Amount sold
- $21.7M
- First sale
- Dec 2013
- Incorporated
- Corporation, Delaware, 2009
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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In the news
Frequently asked questions
- What does Invoca do?
- Invoca provides AI-powered software that connects online and offline touchpoints across the buyer or patient journey, tying interactions like phone calls to revenue. It serves marketing, ecommerce, and contact center teams to optimize demand and convert leads into appointments and sales.
- Who are Invoca's investors?
- Invoca's investors include Accel, H.I.G. Growth Partners, Upfront Ventures, Salesforce Ventures, Bonfire Ventures, H.I.G. Capital, Entrada Ventures, Morgan Stanley.
- How much funding has Invoca raised?
- Invoca has disclosed $174.8M raised across 4 rounds.
- Where is Invoca headquartered?
- Invoca is headquartered in Santa Barbara, US.