How many investments has Baleon Capital made?

Baleon Capital has 35 tracked investments.

What stage does Baleon Capital invest at?

Baleon Capital invests at the Series A, Series B, Growth stages.

What sectors does Baleon Capital focus on?

Baleon Capital focuses on Enterprise Software, Healthtech.

Where is Baleon Capital located?

Baleon Capital is headquartered in Los Angeles, US.

Who does Baleon Capital co-invest with?

Baleon Capital most often shares deals with Camden Partners, Kickstart, Left Lane Capital, among 32 tracked co-investors.

Baleon Capital

Growth equity

Los Angeles · Series A–Growth · 18 people tracked

★ Follow + Add to CRM ⤳ Find an introduction

✨ Fox Verdict

Investment thesis

Baleo Capital partners with exceptional founding teams in healthcare and B2B technology, providing not only capital but also strategic guidance and operational support. The firm leverages over 20 years of experience and a proprietary advisory network to accelerate revenue growth. A focused portfolio approach enables deep relationships with founders, moving partnerships beyond transactional investments to foster mutual long-term success.

Invests inEnterprise Software Healthtech Los Angeles

Source: firm website, verified Aug 5, 2026.

Stage

Series A–Growth

Los Angeles, CA, US

Instruments

Equity

Tracked investments

Team · 18 people

from the firm's website & public directories

Jon Kaiden· Founder· Boca Raton, Floridain

Jon Kaiden has invested in early-stage technology companies, with an emphasis on healthcare, since 2002, and has served on 25 boards while overseeing more than $126 million in equity capital. He founded Baleon Capital in 2020, and previously was President and a founding member of Sopris Capital, a family office focused on early-stage investing. Earlier in his career he led Josephthal & Co.'s healthcare investment banking practice, worked at S.G. Cowen and The Seabury Group, and practiced corporate and securities law at Stroock & Stroock & Lavan. He holds a B.S. from Cornell University, a J.D. from Brooklyn Law School, and an MBA from Columbia Business School.

Shane Kim· Managing Partner· Washington DC

Shane Kim is a Managing Partner at Baleon Capital with more than 20 years of experience as a growth equity investor, board member, and advisor to early growth-stage companies. He began his investment career at Camden Partners in 1999, becoming a Partner and Managing Member in 2007, and participated in 22 transactions over his 17-year tenure. He later co-founded Island Peak Capital, an advisory firm focused on growth through operating support, and holds a B.S. from the University of Maryland.

Kevin Scoby· Principal· Suburbs of Chicago

Kevin Scoby is a Principal at Baleon Capital, where he works across deal sourcing, due diligence, and portfolio management. Before joining the firm in 2023, he was Assistant Vice President of Portfolio Management at Paragon Biosciences and previously held private equity roles at The Tokarz Group Advisers and Public Pension Capital. He holds a B.S. from The Wharton School at the University of Pennsylvania.

Alan Weinstein· Member, Healthcare Optimization Team

Alan Weinstein is a member of Baleon Capital's Healthcare Optimization Team, supporting portfolio companies with pipeline review, go-to-market strategy, and growth initiatives. He founded and previously served as chief executive of Premier Health Alliance, a healthcare Group Purchasing Organization, from 1983 to 2000, and has spent much of the following two decades advising and sitting on boards of companies selling goods, services, and technology to healthcare providers. He holds a B.A. from Allegheny College and a Healthcare MBA from Cornell University.

Alon Polischuk· Vice President· South Florida

Alon Polischuk is a Vice President at Baleon Capital, which he joined in 2022 as an Associate. His work covers deal sourcing, due diligence, and portfolio management. Before Baleon, he was an analyst at LAGO Asset Management and previously an analyst at Delta Capital Partners, and he holds a B.S. from DePaul University.

Angel L. Iscovich· Healthcare and Artificial Intelligence

Bill Weld· Advisor

Bill Weld is an Advisor to Baleon Capital with a career spanning government and business. He previously served as a federal prosecutor, including as Assistant U.S. Attorney General for the Criminal Division and U.S. Attorney for Massachusetts, and later as Governor of Massachusetts from 1991 to 1997. His later work has centered on law and private equity, including as a principal at Leeds, Weld & Co. and as partner and Principal at ML Strategies, the government relations subsidiary of Mintz Levin. He holds a B.S. from Harvard College and a J.D. from Harvard Law School.

Fred L. Brown· Leader, Healthcare Optimization Team

Fred Brown heads Baleon Capital's Healthcare Optimization Team, supporting portfolio companies with pipeline review, go-to-market strategy, and growth. He was a founding President and CEO of BJC HealthCare, which he helped build into a network of acute care hospitals, long-term care facilities, and health plans. Over a healthcare career spanning about 50 years, he served as Chairman of the American Hospital Association and the Joint Commission and later chaired Fred L. Brown & Associates LLC, a healthcare consulting firm.

Gregory T. Wozniak· Member, Healthcare Optimization Team

Gregory Wozniak serves on Baleon Capital's Healthcare Optimization Team, supporting pipeline review, go-to-market strategy, and growth for the firm's portfolio companies. Since 2024 he has been President and CEO of Redeemer Health, and he previously founded and led Denali Health, a healthcare advisory consulting firm. Earlier, he spent 16 years as President and CEO of St. Mary Medical Center, where he built a clinically integrated network, accountable care organization, and related programs. He holds a B.S. from John Carroll University and a Healthcare MBA and MBA from Washington University.

Jeff Schwartz· Chief Operating Officer and Chief of Staff

Jeff Schwartz is the Chief Operating Officer and Chief of Staff of Baleon Capital. He previously served as Vice President of Legal Services at a venture-backed debt-recovery company, where he built a team of attorneys, following nearly 30 years as a litigator handling complex commercial cases, corporate restructuring, and bankruptcy trustee representation. He holds a B.S. from Cornell University and a J.D. from Hofstra University School of Law.

Jim R. Francis· Member, Healthcare Optimization Team

Jim Francis serves on Baleon Capital's Healthcare Optimization Team, supporting portfolio companies with pipeline review, go-to-market strategy, and growth. He is Chief Supply Chain Officer and Assistant Treasurer of Mayo Clinic and an Assistant Professor at Mayo Clinic College of Medicine and Science, with a background in healthcare supply chain management, operations, and shared services. He holds a B.A. and M.A. from Southern Illinois University and a Healthcare MBA from Washington University School of Medicine.

Jon David Friedland· Advisor

Jon David "JD" Friedland is an Advisor to Baleon Capital with a background in healthcare and private equity investing. He is Partner and Managing Director of Ventures at Cleveland Clinic, where he focuses on medical device investments, and previously served as a Managing Director at Wombat Capital, a Special Operating Partner at Pulse Equity Partners, and Vice President of Corporate and Business Development at Henry Schein, in addition to roles at Rothschild, Lazard Frères, and Wasserstein Perella. He holds a B.S. from the University of Southern California and an MBA from The Wharton School.

Mack McGee· Advisor

Mack McGee is an Advisor to Baleon Capital with expertise in marketing technology and healthcare payor strategies. He currently serves as Chief Marketing Officer for a healthcare payor and has nearly two decades of marketing experience, including roles as VP and CMO at SC&H Group and Executive VP and Principal at Groove Commerce. He holds a B.A. from the University of Maryland, College Park.

Malvina Guretsky· Fintech & Investment Tech

Pam Arlotto· Member, Healthcare Optimization Team

Pam Arlotto serves on Baleon Capital's Healthcare Optimization Team, supporting pipeline review, go-to-market strategy, and growth initiatives for portfolio companies. She is President & CEO of Maestro Strategies, a healthcare industry advisory firm, and has worked in the healthcare sector for over thirty-five years with expertise in business model design, virtual care, advanced analytics, population health, and outcomes management. A former National President of HIMSS, she holds a B.S. from the Georgia Institute of Technology and an MBA from Georgia State University, and authored the 2020 book Orchestrating Value: Population Health in the Digital Age.

Rick Lazio· Advisor

Rick Lazio is an Advisor to Baleon Capital who focuses on tax policy and political analysis, with relationships across industries including healthcare and fintech. He is Senior VP and Tax Policy Expert at alliantgroup and previously served four terms in the U.S. House of Representatives, sitting on the Financial Services Committee and the Energy and Commerce Committee. He worked as a CNN political analyst during the 2016 presidential election and holds a B.A. from Vassar College and a J.D. from American University Washington College of Law.

Thomas Karsten· Chief Financial Officer· Arlington, VA

Tom Karsten is the Chief Financial Officer of Baleon Capital, where he handles accounting, treasury, administration, and reporting. He has over 25 years of experience in financial management and transactions across privately-held companies and private investment funds, including supporting the finance and accounting teams of portfolio companies. His earlier career included financial and physical energy trading. He holds a B.A. from The College of Wooster, an M.A. from Cambridge University, and an M.B.A. from The Wharton School.

Tiffany Haynes· Advisor

Tiffany Haynes is an Advisor to Baleon Capital with expertise in FinTech and HR Tech. She most recently served as Chief Operating Officer of Fingercheck, a bootstrapped fintech company focused on payroll and HR for small businesses, where she helped grow revenue from $10M to $24M, rebuilt its go-to-market strategy, and helped lead a $150M transaction. She previously spent nearly two decades at Jack Henry (NASDAQ: JKHY), rising to Chief People Officer and Head of Consumer-Facing Operations, and holds a B.S. and MBA from Missouri State University.

What they invest in

from 34 of 35 portfolio companies

Healthtech ×16AI & Machine Learning ×12SaaS ×11Digital Health ×10Fintech ×8Enterprise Software ×6Marketing Tech ×6AdTech ×3

HQs:United States×14

Investments · 35 tracked

founders shown can be your intro path

By year:2021 · 2 2020 · 1 2018 · 1 2014 · 15 dated

Analyticalwizardsanalyticalwizards.com in 𝕏

Analytical Wizards provides AI/ML and advanced analytics tools and services for the healthcare and life sciences industry, covering patient and claims analytics, market sizing, clinical trial acceleration, healthcare provider influence mapping, and omnichannel commercial optimization.

AI & Machine LearningData & InfrastructureHealthtech

Anyone Homeanyonehome.com in

Anyone Home offers a leasing platform and CRM for multifamily property owners, operators, and leasing teams, combining marketing, communication, and reporting analytics with AI-powered leasing tools.

AI & Machine LearningPropTechSaaS

Co-investorsSocial Leverage

Apploi ACQUIRED Healthcare New Yorkin 𝕏

Viventium provides payroll, HR, and compliance software built specifically for healthcare providers, including home-based, facility-based, and other specialized care organizations.

HealthtechHR TechSaaS

Co-investorsCamden Partners m]x[v Capital

Avenuezavenuez.com in 𝕏

Avenue Z is a marketing and PR agency that combines public relations, digital marketing, performance media, and Answer Engine Optimization (AEO) to grow revenue and build brand reputation.

AdTechMarketing TechMedia & Entertainment

Bluefinbluefin.com in

Bluefin provides security-first payment infrastructure, including technologies to protect payment card and sensitive data for retailers and enterprises.

CybersecurityEnterprise SoftwareFintech

Co-investorsCamden Partners

Clearstepclearstep.health in 𝕏

AI & Machine LearningHealthtechWellness & FitnessChicago, US

Bilal Naved(Secretary, Director)Adeel Malik(Chief Executive Officer, Director)Michael Amygdalidis(Executive Officer)

BoardJeff Liesendahl(Director)Shane Kim(Director)Eric Pezzi(Director)

Co-investorsAtland Ventures Techstars Newark Venture Partners OCA Ventures RRE Ventures

Cyberhillcyberhillpartners.com

Cyberhill Partners builds, deploys, and manages enterprise AI systems for government and defense customers, drawing on experience within the U.S.

AI & Machine LearningCybersecurityDefense Tech

Equals5equals5.com in

Equals 5 operates a media buying platform that targets healthcare professionals (HCPs) at the individual NPI level across social media and programmatic advertising channels.

AdTechHealthtechMarketing Tech

equipifiequipifi.com in

Equipifi provides flexible payment infrastructure that enables banks and credit unions to offer real-time purchasing power to their customers under their own brand.

Enterprise SoftwareFintechSaaSScottsdale, US

Bryce Deeney(Founder)Colleen Shannon(Executive Officer)

BoardGregg Scoresby(Director)inMary Keegan(Director)Jeff Liesendahl(Director)Lou Alexander(Director)

Co-investorsCurql Collective, LLC Left Lane Capital New Stack Ventures Next Level Ventures PHX Ventures SixThirty Ventures

Ethologyethologyagency.com in 𝕏

Ethology is a customer experience agency that optimises communications, digital journeys, physical retail spaces, and employee engagement strategies for brands.

ConsumerMarketing Tech

Florence Healthcareflorencehc.com in

Florence operates an AI-powered trial operations platform that connects research sites with sponsors and life science organizations to run clinical trials from startup through closeout.

AI & Machine LearningDigital HealthHealthtechAtlanta, US

Ryan Jones(Executive Officer, Director)Andres Garcia(Executive Officer, Director)

BoardPeter Sobiloff(Director)Garrett Goldberg(Director)inJon Rosenbaum(Director)Jeffrey Muir(Director)

Co-investorsBee Partners Fulcrum Equity Partners Bessemer Venture Partners Insight Partners

Healproshealpros.com in

HealPros provides in-home and community-based care services for health plans and provider groups, focusing on members with chronic health conditions.

Digital HealthHealthtechAtlanta, US

Icrossing Incicrossing.com in

iCrossing provides digital marketing and technology systems services, combining strategy, media, experience design, and engineering to help brands grow and optimize performance across digital channels.

AdTechAI & Machine LearningEnterprise SoftwareMarketing Tech

Co-investorsOak Investment Partners

Ingo Moneyingomoney.com in 𝕏

Ingo Money provides instant payment orchestration and account funding services for fintechs and financial institutions, enabling customers to transfer funds inbound and outbound across multiple channels with real-time underwriting and fraud protection.

Cloud ComputingEnterprise SoftwareFintechSaaSAlpharetta, US

Drew Edwards(Executive Officer, Director)Charles Russell Pickering(Executive Officer)Steve Doctor(Executive Officer)Will Sowell(Executive Officer)

BoardShane Kim(Director)Vince Talbert(Director)

Co-investorsCamden Partners Escalate Capital Partners Kickstart MissionOG Runway Venture Partners

Instamedinstamed.com

InstaMed is a healthcare payment and billing platform that provides HIPAA-compliant solutions for payment collection, revenue cycle management, and consumer engagement.

FintechHealthtechSaaS

Co-investorsCarrick Capital Partners Osage Venture Partners

Lifelink Systemslifelinksystems.com in 𝕏

Lifelink Systems builds conversational digital technology for healthcare, using mobile chatbot interfaces rather than apps to engage patients.

AI & Machine LearningDigital HealthHealthtech

Catherine Graham(VP, Business Innovation and Development)

Lucid Software, Inc.lucid.co in 𝕏Apr 2020

Lucid provides cloud-based visual collaboration and communication software for teams to visualize workflows, create diagrams, whiteboards, and roadmaps.

Cloud ComputingEnterprise SoftwareFuture of WorkSaaSSouth Jordan, US

Ben Dilts(Co-founder)Karl Sun(Co-founder)Benjamin N. Dilts(Executive Officer, Director)

BoardBenjamin Spero(Director)Gavin Christensen(Director)inKelly Wright(Director)

Co-investorsAlkeon Innovation Cross Creek Advisors Evolution VC Partners ICONIQ Kickstart

Mantra Healthmantrahealth.com in 𝕏

Mantra Health provides mental health and wellness services for students, partnering with higher education institutions to offer clinical care, crisis management, and wellness programs.

Digital HealthEdTechHealthtechMental HealthNew York, US

Edouard Gaussen(Executive Officer, Director)Ed Gaussen(Cofounder)Matthew Kennedy(Executive Officer)

Co-investorsCity Light HOF Capital New Markets Venture Partners

Modusgomodus.com in 𝕏

Modus builds sales enablement technology that helps marketing departments distribute content to sales teams and keep them aligned.

Enterprise SoftwareSaaSSales Tech

Mountaintempmountaintemp.com

Planetpaymentplanetpayment.com

Planet Payment provides payment processing services for consumers and businesses, including tax-free shopping solutions for international shoppers.

FintechRetail Tech

Quovantmitratech.com

Mitratech provides cloud-based, AI-powered SaaS software for corporate legal, governance/risk/compliance (GRC), and human resources teams, covering matter management, e-billing, legal spend, third-party risk, policy management, and talent management.

HR TechLegalTechSaaS

Rippleshotrippleshot.com inAug 2018

Rippleshot offers a cloud-based (SaaS) platform that uses machine learning and predictive analytics to help financial institutions detect card fraud, identify merchant data breaches, and manage fraud risk proactively.

AI & Machine LearningCybersecurityFintechChicago, US

Canh Tran(Executive Officer, Director, Promoter)Randal Cox(Director, Promoter)Yueyu Fu(Executive Officer, Director, Promoter)

BoardLon Chow(Director)Christopher Capps(Director)

Co-investorsIU Ventures Method Capital TruStage Ventures SixThirty Ventures

Sayvantsayvant.com in

Sayvant provides a real-time clinical documentation platform for acute care settings such as emergency departments and hospital medicine, using ambient listening, dictation, and EMR data to draft notes that capture clinical reasoning.

AI & Machine LearningDigital HealthHealthtech

Shadowboxshadowbox.com in 𝕏

Shadowbox provides healthcare connectivity and automation software that integrates electronic health records, lab and radiology information systems, revenue cycle management, insurance verification, and prior authorization.

Digital HealthHealthtechSaaS

SightXsightx.io in 𝕏Jan 2021

SightX provides an all-in-one consumer research platform that automates insights collection for researchers and marketers.

AI & Machine LearningData & InfrastructureFintechMarketing TechSaaSNew York, US

Timothy Lawton(Executive Officer, Director)Naira Musallam(Executive Officer, Director)Nicholas Loudon(Director)Hunter Campbell(Director)

Co-investorsScout Ventures Scout Ventures

Signallamp Healthsignallamphealth.com in

Signallamp Health (now Tellihealth) provides remotely-embedded chronic care management (CCM) services, employing U.S.-based RNs and LPNs who integrate with medical practices to manage care for patients with chronic conditions between office visits.

Digital HealthHealthtech

Slickhelloslick.com in 𝕏

Slick provides managed fleet maintenance through an offering called UpTime, using an AI-powered platform (TruView) to predict failures and dispatch W-2 technicians who perform preventive and corrective maintenance overnight on the operator's lot.

AI & Machine LearningLogistics & Supply ChainMobility & Transportation

Tihealthcaretihealthcare.com in 𝕏

Titanium Healthcare provides government-funded care management services for Medicaid (Medi-Cal) members with complex needs, including CalAIM Enhanced Care Management.

Digital HealthHealthtech

Treeringtreering.com in 𝕏Nov 2014

Treering is a memory-as-a-service provider that uses proprietary AI technology, fulfillment, and support to turn meaningful moments into physical products such as memory books and school yearbooks.

AI & Machine LearningConsumerEdTechSan Mateo, US

Aaron Greco(Executive Officer, Director)Kevin Zerber(Executive Officer, Director)

BoardThomas Hughes(Director)Mike McCue(Director)

Tridiuumtridiuum.com inMay 2021

HealthtechPhiladelphia, US

Paul Castaldo(Mr. Castaldo is the Chief Operating Officer of the Issuer.)Mark A. Redlus(Executive Officer, Director)Edward Camarota(Executive Officer)Mary Anne Mason(Director)Albert Wiegman(Director)Mark Groner(Director)

TurningPoint Healthcareturningpoint-healthcare.com in

TurningPoint Healthcare provides complex condition management solutions that combine utilization management, member engagement, and provider enablement for health plans, patients, and providers.

Digital HealthHealthtech

Co-investorsDigiTx Partners LLC Oak HC/FT

Usoncologyusoncology.com in 𝕏

The US Oncology Network is a practice management organization supporting independent community oncology practices with business resources, infrastructure, and clinical trial access, operating in partnership with McKesson.

Digital HealthHealthtech

Valutecvaluteccardsolutions.com

Valutec provides gift card processing and customer loyalty programs, offering tiered packages that cover in-store and online digital gifting along with a customer data management platform.

FintechMarketing TechRetail Tech

Zarkzarkparking.com

Zark provides a parking management platform for multifamily residential properties, offering short-term parking, long-term rentable spaces and storage, and automated 24/7 enforcement.

Mobility & TransportationPropTechSaaS

Portfolio news

latest coverage across their companies

Equipifi lands $34m Series B

equipifi · fintechfutures.com · May 15, 2026

Frequently asked questions

How many investments has Baleon Capital made?: Baleon Capital has 35 tracked investments.
What stage does Baleon Capital invest at?: Baleon Capital invests at the Series A, Series B, Growth stages.
What sectors does Baleon Capital focus on?: Baleon Capital focuses on Enterprise Software, Healthtech.
Where is Baleon Capital located?: Baleon Capital is headquartered in Los Angeles, US.
Who does Baleon Capital co-invest with?: Baleon Capital most often shares deals with Camden Partners, Kickstart, Left Lane Capital, among 32 tracked co-investors.

Images

Similar investors

8VC

8VC is a venture capital firm investing across logistics, life sciences, healthcare, IT infrastructure, and government/defense, guided by its Smart Enterprise thesis focused on data integration and platform network effects.

$100K – $50M

ACT Venture Capital

ACT Venture Capital is an independent Irish venture capital firm that invests €1 million to €15 million in growth-stage private companies, with capacity for larger commitments through syndicated rounds.

$1.1M – $16.2M

Amadeus Capital Partners

Amadeus Capital Partners is a technology investment firm that backs founders building complex, science-led and deep tech businesses, supporting them over the long term as they scale internationally.

$50K – $12.7M

Andreessen Horowitz

Andreessen Horowitz (a16z) is a venture capital firm founded in 2009 by Marc Andreessen and Ben Horowitz, known for pioneering the platform model with a large team of operators supporting founders across stages.

$500K – $50M

B Capital Group

B Capital is a global investment firm backing early to late-stage technology innovators across technology, healthcare, and energy & resilience sectors.

$10M – $50M