Aspen Capital Group
Venture capitalGrowth–Late Stage · 4 people tracked
Investment thesis
Aspen Capital Group invests in founder- and entrepreneur-owned vertical market software companies, aiming to build long-term value by focusing on key product and customer initiatives that establish and sustain industry leadership. Beyond capital, the firm supports management teams through domain expertise, recruiting and scaling world-class teams, board formation, customer and strategic partner introductions, go-to-market improvements, financial planning, data-driven insights, and performance metrics. Its flexible capital base allows investments to be structured to fit each company's needs, often across multiple financing rounds.
Source: firm website, verified Aug 3, 2026.
Team · 4 people
from the firm's websiteJoined Aspen in 2019 with over 10 years of experience investing in software businesses. Previously an investor at Technology Crossover Ventures (TCV) and an M&A investment banker at Jefferies; holds a BBA from the University of Michigan Ross School of Business.
Joined Aspen in 2019, sourcing, evaluating, and executing investments while supporting portfolio companies. Previously an investor at Pritzker Private Capital and an M&A investment banker at Citigroup; holds a BBA from the University of Michigan Ross School of Business.
Founder of Aspen Capital Group (2001) with 25+ years in private equity and venture capital investing, and extensive operating experience including 15 years as a senior executive and 18 years on the board of NeoGenomics. Previously worked in TMT investment banking at Merrill Lynch and served as CFO of public and private companies; holds a BS from University of Michigan and an MBA from Wharton.
Joined Aspen as COO in January 2023, overseeing operations, compliance, regulatory, infrastructure, and IT. Previously CCO and COO of hedge fund BHZ Capital Management and a longtime investment banker raising growth equity for middle market companies; holds a BA from Northwestern and an MBA from Wharton.
Investments · 8 tracked
founders shown can be your intro pathSaaS provider of AI-based products supporting the insurance industry.
SaaS provider of supply chain optimization software.
Leading software platform for outdoor recreation guides
SaaS provider of solutions to the life and annuity insurance industry.
SaaS-based automated warranty processing platform for automotive.
Hospitality operations and guest experience platform.
Frequently asked questions
- What stage does Aspen Capital Group invest at?
- Aspen Capital Group invests at the Growth, Late Stage stages.
- What is Aspen Capital Group's typical check size?
- Aspen Capital Group typically writes checks of $5M – $20M.
- What sectors does Aspen Capital Group focus on?
- Aspen Capital Group focuses on Enterprise Software, InsurTech, SaaS.
- Does Aspen Capital Group lead rounds?
- Yes, Aspen Capital Group leads investment rounds.
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