Fundraising Fox

Ankona Capital

Growth equity

Newport Beach · Seed–Growth · 10 people tracked

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Investment thesis

Ankona invests in B2B software companies at the 'elbow'—the inflection point after product-market fit where rapid growth demands thoughtful capital deployment. The firm leverages 50+ years of combined software entrepreneurship experience to help founders scale efficiently by combining strategic investment with operational guidance, believing software companies can achieve sustainable growth through disciplined capital allocation.

Invests inSaaSNewport Beach

Source: firm website, verified Jul 21, 2026.

Stage
Seed–Growth
Check
$5M – $15M
HQ
Newport Beach, US
Leads rounds
Leads
Instruments
Equity
Founded
2019
Tracked investments
18

Team · 10 people

from the firm's website
Brian Mesic· Managing Director

Managing Director at Ankona serving as board member at Cordial, Lawmatics, Soci, and Videoamp. Former General Partner at Anthem Venture Partners. Earned bachelor degrees in Biology and Economics from Occidental College and an MBA from Tuck School of Business at Dartmouth.

Jared Smith· Managing Director

Managing Director at Ankona and board member of Propel and Order.co. Co-founder of Avetta, which was sold to a private equity fund. Holds a BS in Physics and Finance from Brigham Young University.

Josh Harmsen· Managing Director

Managing Director at Ankona with board observer roles at Canopy, Rivet, and Cordial. Previously worked at Solis Capital Partners, Morgan Stanley, and Ford Motor Company. Holds an MBA from Harvard Business School and a BS in Mechanical Engineering from the University of Michigan.

Newth Morris· Managing Director

Managing Director at Ankona and current board member of GoSite. Co-founder of Telogis, which was acquired by Verizon. Completed the Advanced Management Program at Harvard Business School and holds a BS in Electrical Engineering from Colorado School of Mines.

Brad Perry· Operating Partner

Operating Partner and co-founder of DealerSocket. Former founder with software company building and scaling experience.

Ford Blakely· Operating Partner

Operating Partner and founder of Zingle. Former founder who has built and sold companies as part of Ankona's operating partner network.

Gardner Smith· Associate

Associate at Ankona and Horsley Bridge with previous experience as an analyst at Wells Fargo Securities and UBS.

Garrett Pagon· Operating Partner

Operating Partner and co-founder of OG Systems. Former founder with expertise in software company growth.

Jason Koch· Operating Partner

Operating Partner and co-founder of Telogis. Former founder with software company scaling experience.

Steve Dusablon· Operating Partner

Operating Partner and founder of SafeSend. Former founder with experience building and selling companies within the operating partner network.

What they invest in

from 9 of 18 portfolio companies

Enterprise Software ×6SaaS ×6AI & Machine Learning ×3Data & Infrastructure ×2Developer Tools ×2HR Tech ×2Marketing Tech ×2Cybersecurity ×1

HQs:United States×1

Investments · 18 tracked

founders shown can be your intro path
Arborxrarborxr.com

ArborXR provides a device management platform for remotely managing, deploying content to, and controlling augmented and virtual reality headsets used in enterprise, healthcare, and education settings.

Deep TechDeveloper ToolsEnterprise Software

Brad Scoggin(CEO & Co-Founder)

Bonusbonus.lyin𝕏

Bonusly provides a platform for employee peer recognition, rewards, and culture building, helping teams foster engagement and connection in the workplace.

HR TechSaaS

Bonuslybonusly.comin𝕏

Bonusly provides an employee engagement and recognition platform that helps organizations connect their workforce through meaningful recognition tied to company values. The platform enables peer-to-peer recognition and engagement across enterprises.

Enterprise SoftwareHR TechSaaS

Canopytaxcanopytax.comin
Cordialcordial.comin𝕏

Cordial is a cross-channel marketing platform that enables marketing teams to send personalized messages via email, SMS, and mobile apps from a single interface. The platform provides audience segmentation, real-time personalization, and campaign orchestration tools for ecommerce and online businesses.

Data & InfrastructureEnterprise SoftwareMarketing TechSaaS

Helloallevahelloalleva.comin𝕏
Hellowallahellowalla.comin
Lawmaticslawmatics.comin𝕏
Meetsocimeetsoci.com

SOCi builds an agentic workforce platform that autonomously manages local marketing tasks across search, directories, social media, and reviews for multi-location enterprise brands. The platform deploys AI agents trained on brand voice to execute marketing workflows and drive local visibility.

AI & Machine LearningMarketing TechSaaS

More Infogosite.comin𝕏
More Infoorder.co

Order.co is an AI-powered platform that automates procurement, accounts payable, and spend management for businesses. The platform streamlines the entire purchasing lifecycle from requisition to payment, offers real-time spend visibility, and provides working capital solutions through virtual cards.

AI & Machine LearningEnterprise SoftwareSaaS

Orca AIorca-ai.ioin

AI-powered marine collision avoidance system providing real-time insights for data-driven maritime decisions.

Propelsoftwarepropelsoftware.comin𝕏
RegScaleregscale.com

RegScale provides an AI-powered governance, risk, and compliance (GRC) platform that automates compliance workflows and continuous controls monitoring for DevSecOps and cloud-native environments. The platform helps practitioners reduce manual compliance work, accelerate certifications, and integrate with ITIL and DevSecOps workflows.

CybersecurityDeveloper ToolsEnterprise Software

Travis Howerton(Co-Founder & CEO)Anil Karmel(Co-Founder)

Rivet Healthrivethealth.comin𝕏

Rivet Health builds software to streamline billing and operations tasks in healthcare settings. The company serves healthcare billing teams and operations staff working at healthcare organizations.

Enterprise SoftwareHealthtechSaaS

Slingshot Aerospaceslingshot.spacein

Slingshot provides real-time operational intelligence and autonomous coordination software for space operations, serving defense, commercial, and sovereign operators. The company transforms sensor data into actionable intelligence to enable faster decision-making and autonomous action in space.

AI & Machine LearningData & InfrastructureDefense TechSpace TechEl Segundo, US

Videoampvideoamp.comin𝕏
Zinglezingle.comin𝕏

Frequently asked questions

What stage does Ankona Capital invest at?
Ankona Capital invests at the Seed, Series A, Series B, Series C, Growth stages.
What is Ankona Capital's typical check size?
Ankona Capital typically writes checks of $5M – $15M.
What sectors does Ankona Capital focus on?
Ankona Capital focuses on SaaS.
Where is Ankona Capital located?
Ankona Capital is headquartered in Newport Beach, US.
Does Ankona Capital lead rounds?
Yes, Ankona Capital leads investment rounds.

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