Fundraising Fox
Cercano Management
Family officeBellevue · 11 people tracked
Find your way into Cercano Management
304 people in our graph share verified history with the Cercano Management team — schools, employers, funds. One of them is your warm intro.
Investment thesis
Cercano applies institutional investment discipline, long-term perspective, and selective access to construct family wealth portfolios while providing coordinated guidance on wealth preservation, governance, and legacy planning across generations and geographies.
Source: firm website, verified Sep 22, 2026.
Team · 11 people
from the firm's website & curated & public directories
What they invest in
from 17 of 22 portfolio companiesAI & Machine Learning ×8SaaS ×7Enterprise Software ×5Fintech ×4Logistics & Supply Chain ×4Data & Infrastructure ×3Energy ×3Impact & Social Good ×3
HQs:United States×14Canada×1United Kingdom×1New Zealand×1
Investments · 22 tracked
founders shown can be your intro pathBy year:2025 · 12023 · 82022 · 112021 · 12020 · 122 dated
Advanced ManufacturingClyde Hill, US
Aaron Holm(Executive Officer, Director, Promoter)
Co-investorsBuilding VenturesKnockout CapitalVU Venture PartnersKapor CapitalLAUNCHMotley Fool Ventures+1 more
Booster operates a mobile fuel delivery service that brings gasoline and diesel directly to customers, eliminating the need for underground storage tanks at traditional gas stations.
CleantechEnergyEnterprise SoftwareLogistics & Supply ChainSaaS
Frank Mycroft(Founder)in
Co-investorsChaac VenturesMadrona Venture GroupMaveronPerot JainConversion CapitalEquinor Ventures+4 more
Booster provides on-site fuel delivery to vehicle fleets, refueling vehicles during off-hours to avoid off-route trips to gas stations.
EnergyLogistics & Supply ChainMobility & Transportation
Co-investorsConversion CapitalExpansion Venture CapitalVersion One VenturesChaac VenturesEquinor VenturesMadrona Venture Group+5 more
Booster is a New Zealand-based investment manager offering socially responsible investment funds for KiwiSaver and direct investment accounts.
FintechImpact & Social GoodInsurTechSaaSWellington, NZ
Allan Yeo(Managing Director)
Co-investorsNZ Growth Capital PartnersChaac VenturesConversion CapitalEquinor VenturesMadrona Venture GroupMaveron+5 more
Candidly develops AI-powered solutions and intelligence tools for managing student debt and financial wellness.
AI & Machine LearningFintechSaaS
Laurel Taylor(Founder)in
Co-investorsBackstage CapitalBoston Harbor AngelsCentral Texas Angel NetworkRethink Impact8VCAltos Ventures+8 more
Curve Pay is a digital wallet that combines multiple bank cards into one, letting users switch which card paid for a purchase after the fact, avoid foreign exchange fees, and earn cashback on top of existing card rewards.
ConsumerFintech
Shachar Bialick(Founder & CEO)in
Co-investorsCathay InnovationCohen CircleFuel Venture CapitalHanaco Venture CapitalLifeX VenturesMouro Capital+10 more
Ferrum Health develops AI accountability solutions, though the specific products and customer base are not detailed on the company page.
AI & Machine LearningDigital HealthEnterprise SoftwareSunnyvale, US
Pelu Tran(Executive Officer, Director)in
BoardPatrick Steele(Director)inJaclyn Hester(Director)inKenneth Ko(Director)
Co-investorsBlumberg CapitalFelicis VenturesFoundryHeadwater VenturesInformed Ventures Advisors, LlcUrban Innovation+2 more
GoodShip provides a platform for freight transportation procurement and management, unifying systems for RFPs, carrier bidding, and network operations.
AI & Machine LearningEnterprise SoftwareLogistics & Supply ChainSaaSSeattle, US
Ryan Soskin(Co-Founder and CEO)inDavid Tsai(Co-Founder and CTO)inJody Ann Hall(Executive Officer, Director, Promoter)
BoardTy Findley(Director)in
Co-investors53 StationsBessemer Venture PartnersFUSEGreenfield PartnersGrid CapitalChicago Ventures+1 more
Greenwood is a financial technology platform offering banking, debit card, savings, and investment services designed specifically for Black entrepreneurs and community members.
FintechImpact & Social Good
Ryan Glover(Founder)in
Co-investorsCohen CircleOpen Opportunity FundOssian CapitalTruist VenturesBank of AmericaCiti Ventures+5 more
Mill Creek, US
Tammy Savage(Executive Officer, Director)in
BoardAnthony Bontrager(Director)inRodney Clark(Director)
Co-investorsLong Way VenturesVoyager CapitalWestRiver GroupAscendBluesky Equities Ltd.Cascade Seed Fund+1 more
Groopit is a Seattle enterprise SaaS platform that crowdsources real-time data from frontline employees to solve business problems.
Co-investorsAscend Venture CapitalCascade Seed FundTapas CapitalVoyager CapitalWestRiver Group
Inflection is a B2B marketing automation platform where AI agents and human marketers execute campaigns together, using first-party data from a company's website, CRM, and product usage.
AI & Machine LearningMarketing TechSaaSSeattle, US
Andy Turman(Founder)inDave Rigotti(Founder)inAaron Bird(Co-founder & CEO)in
Co-investorsAscend Venture CapitalVersion One VenturesAscendGreylock PartnersM12 (Microsoft's Venture Fund)MHS Capital+1 more
Kevala operates a cloud-based platform that uses energy data analytics to model the electrical grid, forecast electrification impacts, and support siting of solar and storage projects.
CleantechData & InfrastructureEnergySan Francisco, US
ARAM SHUMAVON(Executive Officer, Director, Promoter)in
BoardMARK FERRON(Director)
Co-investorsC5 CapitalConstellation Technology VenturesHigh AlphaThin Line CapitalC5 Impact PartnersCostanoa Ventures+1 more
Ozette runs a vertically integrated, AI-enabled lab and platform that generates high-dimensional spectral cytometry data and analyzes it to produce reproducible biomarker endpoints for clinical trials.
AI & Machine LearningBiotechHealthtech
Greg Finak(Founder)inEvan Greene(Co-founder)inAli Ansary(Co-founder)in
Co-investorsAllen Institute for AI (AI2) IncubatorAlpha Ascent Ventures LlcM12 (Microsoft's Venture Fund)AlexandriaMadrona Venture GroupOCV Partners
Provision develops AI-powered software tools for construction contractors to manage complex contracts, drawings, and estimates, reducing project errors and improving profitability.
AI & Machine LearningConstruction TechData & InfrastructureEnterprise SoftwareSaaSToronto, CA
Luigi La Corte(Founder)inBrendan Ardagh(Founder)in
Co-investorsOne Way VenturesTeam Ignite VenturesY CombinatorBrickyard
Rebellyous develops plant-based chicken nuggets and proprietary manufacturing systems designed to enable efficient, clean food production with improved working conditions.
Advanced ManufacturingClimate TechFoodTechHealthtechImpact & Social GoodSeattle, US
Christie Lagally(Founder/CEO)in
Co-investorsAgronomicsBlue Horizon CorporationClear Current CapitalFifty YearsPortfoliaSinai Capital Partners+7 more
Revvo develops an AI-powered tire management platform for fleet operators that provides real-time alerts and maintenance recommendations.
AI & Machine LearningData & InfrastructureEnterprise SoftwareIoTLogistics & Supply ChainSan Francisco, US
Sunjay Dodani, Ph.D.(Founder)inSunjay Dodani(Executive Officer, Director)
BoardThomas Kluz(Director)Parker Barrile(Director)inWing-Hong Andrew Ko(Director)inBrian Rigney(Director)
Co-investorsFlucas VenturesNorwest Venture PartnersTechstars
Developing non-surgical, non-opioid therapies for degenerative disc disease through targeted peptide injection.
BiotechNew York, US
Marc R. Viscogliosi(Director and Chief Executive Officer of the Issuer)inFran Magee(Chief Technology Officer)inJason Gallagher(Chief Commercial Officer/Chief Operations Officer)in
BoardJohn J. Viscogliosi(Director)Thomas Bumol, PhD(Director)Frank Cammisa, MD(Director)
Co-investorsBlindspot Ventures Management Co
Yoodli is an AI-powered platform that provides interactive roleplay scenarios to help users improve their communication skills and public speaking confidence.
AI & Machine LearningEdTechSaaSSales TechSeattle, US
Varun Puri(CEO, Co-founder)inEsha J.(Chief Customer Officer, Co-founder)Esha Joshi(Executive Officer, Director)in
BoardPatrick Ennis(Director)inNeeraj Hablani(Director)in
Co-investorsNotable CapitalAllen Institute for AI (AI2) IncubatorAllen Institute for Artificial Intelligence Incubator (AI2)Ascend Venture CapitalJ4 VenturesMadrona Venture Group+3 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
GentemNifty GamesOzette Technologies, Inc.
Portfolio news
latest coverage across their companiesInflection · enablersinvestment.com · Sep 11, 2026
Booster · pilotonline.com · Sep 9, 2026
Greenwood · midhudsonnews.com · Aug 29, 2026
Curve · news.curve.finance · Aug 10, 2026
Booster · volunteerbadge.com · Aug 8, 2026
Candidly · investmentnews.com · Jul 2, 2026
Frequently asked questions
- How many investments has Cercano Management made?
- Cercano Management has 22 tracked investments, 1 of which have exited, including 1 dated in the last 24 months.
- Where is Cercano Management located?
- Cercano Management is headquartered in Bellevue, US.
Images
Co-investors · 9
Liquid 2 is an early- and growth-stage venture capital firm that invests in founders across all sectors of technology, providing capital along with support from a network of operators.
March Capital is an early-growth venture capital firm investing in frontier technology companies focused on the AI revolution, partnering with founders to build category-defining businesses.
High Alpha is a venture firm that creates and funds B2B SaaS companies, partnering with founders to build enterprise software businesses. It operates a venture capital arm (Capital) and a company-building arm (Studio).
One Way Ventures is a venture capital firm that backs exceptional immigrant founders building high-impact global companies.
Supply Change Capital is an early-stage venture firm investing at the intersection of food, culture, and technology to modernize and build sustainability into the global food system.
Susa Ventures operates two early-stage technology funds that invest in companies leveraging data, network effects, and economies of scale.
Resolute Ventures is an early-stage venture capital firm that leads pre-seed and seed rounds, backing founders with grit, energy and conviction.
Summit Partners is a growth investing firm that backs category-leading companies across technology, healthcare and life sciences, and growth products and services, providing capital and resources to support their expansion.
Bain Capital is a global private investment firm operating across private equity, growth and venture capital, credit, capital solutions, and real assets, with offices in North America, Europe, and Asia-Pacific. The firm invests across industries and business life cycles, from seed-stage venture investments through buyouts, and integrates sustainability commitments into its portfolio governance.
Firms observed investing alongside Cercano Management, from public investor directories. Shared companies are the overlap with Cercano Management's recorded portfolio.