Fundraising Fox
Cercano Management
Family officeBellevue · 12 people tracked
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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 29, 2026.
Team · 12 people
from the firm's website & curated & public directories
What they invest in
from 17 of 21 portfolio companiesAI & Machine Learning ×8SaaS ×7Enterprise Software ×5Fintech ×4Data & Infrastructure ×3Healthtech ×3Impact & Social Good ×3Logistics & Supply Chain ×3
HQs:United States×16Canada×1United Kingdom×1New Zealand×1
Investments · 21 tracked
founders shown can be your intro pathBy year:2025 · 12023 · 82022 · 102021 · 12020 · 121 dated
Advanced ManufacturingClyde Hill, US
Aaron Holm(Executive Officer, Director, Promoter)
Co-investorsBuilding VenturesDay One SyndicateKnockout CapitalManta Ray VenturesPrelude VenturesVU Venture Partners+4 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 ChainMobility & TransportationSaaS
Frank Mycroft(Founder)inDiego Netto(Founder)Tyler Raugh(Founder)
Co-investorsChaac VenturesConversion CapitalExpansion Venture CapitalMadrona Venture GroupMaveronPerot Jain+7 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)in
Co-investorsNZ Growth Capital PartnersChaac VenturesConversion CapitalEquinor VenturesMadrona Venture GroupMaveron+5 more
Candidly provides a platform of AI-powered tools and benefit solutions to help people manage student debt and related financial challenges, offered as a workplace benefit through employers.
AI & Machine LearningFintechHR TechSaaSNew York City, US
Laurel Taylor(Founder)in
Co-investorsBackstage CapitalBoston Harbor AngelsCentral Texas Angel NetworkReach CapitalRethink Impact8VC+10 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)inAnna Mostyn-Williams(Founder)Frances "Franco" Stevens(Founder)Tom Foster-Carter(Founder)
Co-investorsCathay InnovationCohen CircleFuel Venture CapitalHanaco Venture CapitalLifeX VenturesMouro Capital+11 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+3 more
Gentem builds a payments platform for medical practices that advances reimbursement on insurance claims rather than making providers wait for payers.
Healthtech
Emmanuel AkintayoFisayo OsiteluMadhav JhaManny Akintayo
Co-investors500 GlobalGreat Oaks Venture CapitalHustle FundRocketship.vcSocial Starts
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 PartnersCrosscourt VenturesFUSEGreenfield PartnersGrid Capital+3 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)inKiller Mike(Founder)
Co-investorsCohen CircleOpen Opportunity FundOssian CapitalTruist VenturesBank of AmericaBlockchain Capital+6 more
Mill Creek, US
Tammy Savage(Executive Officer, Director)in
BoardAnthony Bontrager(Director)inRodney Clark(Director)
Co-investorsCommunity Access FundLong Way VenturesVoyager CapitalWestRiver GroupAscendBluesky Equities Ltd.+2 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)inMark Sugarman(Director)
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(CEO, Founder)in
BoardMARK FERRON(Director)
Co-investorsC5 CapitalConstellation Technology VenturesHigh AlphaThin Line CapitalCostanoa VenturesPSL Ventures
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(Founder)inAli Ansary(Founder)inRaphael Gottardo(Founder)
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 CombinatorBrickyardCYPRESS VENTURE CAPITALPeterson Venture Partners+2 more
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)in
Co-investorsAgronomicsBlue Horizon CorporationClear Current CapitalE8 AngelsFifty YearsG Ventures+21 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)inAndrew Ko(Co-Founder & CTO)in
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(Founder)inEsha J.(Chief Customer Officer, Co-founder)Esha Joshi(Founder)inVarun P.(CEO, Co-founder)
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+4 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Nifty GamesOzette Technologies, Inc.
Portfolio news
latest coverage across their companiesInflection · startupintros.com · Jul 13, 2026
Yoodli AI · techcrunch.com · Dec 5, 2025
Provision · thesaasnews.com · Oct 20, 2025
Frequently asked questions
- How many investments has Cercano Management made?
- Cercano Management has 21 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 Ventures is a seed-stage venture capital firm founded in 2015 by Joe Montana and based in San Francisco.
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 equity investment firm that partners with management teams across technology, healthcare & life sciences, and growth products & services sectors to build long-term value.
Bain Capital is a global private investment firm operating across private equity, growth and venture, credit, real assets, and capital solutions, partnering with companies to create value across sectors and regions.
Firms observed investing alongside Cercano Management, from public investor directories. Shared companies are the overlap with Cercano Management's recorded portfolio.