Fundraising Fox

Long Ridge Equity PartnersFull Portfolio

12 tracked investments · listed companies and verified rows first

BrowzFeb 2015SEC filingmedium confidence

Draper, US

Estela M Valdez(Executive Officer)Elaine Beitler(Executive Officer, Director)

BoardRyan Melkonian(Director)Richard H Brown(Director)Lon Henderson(Director)

Board seatKevin Bhatt· per SEC Form D · $10M raise · filed Mar 2015

Carson Group HoldingsApr 2016SEC filingmedium confidence

Omaha, US

Robert Moore(Director)Aaron Schaben(Executive Officer, Director)Paul West(Executive Officer)Ron Carson(Executive Officer, Director)Teri Shepherd(Executive Officer, Director)Steve Lockshin(Director)

Board seatJim BrownKevin Bhatt· per SEC Form D · $34.4M raise · filed Apr 2016

Eqis HoldingsAug 2018SEC filingmedium confidence

San Rafael, US

Gary Nemer(Executive Officer)Jennifer Winters(Executive Officer, Director)Scott Winters(Executive Officer, Director)

BoardWilliam Nelson, Jr.(Director)Ben Malka(Director)

Board seatJim BrownKevin Bhatt· per SEC Form D · $5M raise · filed Jan 2020

ProcessUnity HoldingsSep 2018SEC filinghigh confidence

Concord, US

Sean Cronin(Executive Officer, Director)Todd Stone(Executive Officer, Director)

BoardKevin B Bhatt(Director)inJames G Brown(Director)in

Board seatKevin BhattJason Melton· per SEC Form D · $42.7M raise · filed Sep 2018

Proof Technology, Inc.Feb 2024SEC filingmedium confidence

Denver, US

Board seatDevin Stearns· per SEC Form D · $16.7M raise · filed Feb 2024

Co-investorsLegalTech

Ripjar LtdAug 2020SEC filingmedium confidence

Cheltenham

Joshua Kennedy-White(Director)Jason Sheldon Melton(Director)inJeremy David Brazier Annis(Executive Officer)Thomas Charles Lake Griffin(Director)

Board seatKevin BhattJason Melton· per SEC Form D · $25.5M raise · filed Aug 2020

Smart-RIA Ventures, Inc.Jan 2025SEC filingmedium confidence

Knoxville, US

Patrick Hunt(Executive Officer)David Coyle(Executive Officer)Wally Nour(Executive Officer)Mac Bartine(Executive Officer, Director, Promoter)

BoardWilliam Goodman(Director)

Board seatAndrew Cedar· per SEC Form D · $3M raise · filed Jan 2025

Softworks HoldingsDec 2024SEC filingmedium confidence

Forest Hills, US

Alison Wasserman Gross(Executive Officer, Director)Stephen Butler(Executive Officer)Ari Gross(Executive Officer, Director)Doug Nelson(Director)Thomas Wuensch(Executive Officer)

BoardAbidali Neemuchwala(Director)

Board seatKevin Bhatt· per SEC Form D · $7.7M raise · filed Dec 2024

GoTugotu.comin

GoTu operates a dental staffing marketplace in the United States that connects dental professionals with dental offices for temporary shift coverage.

HealthtechHR TechMarketplaces

Co-investorsFlorida FundersRoo Capital

MessageGearsswrve.comDec 2022 · $62M

Atlanta-based enterprise customer engagement platform that personalizes email, SMS and mobile campaigns directly from brands' own data warehouses.

Atlanta, US

Roger Barnette(Executive Officer, Director)Stanford Jones(Director)Alison Drummond(Director)Robert Jones(Director)Dan Roy(Director)Jonathan Hallett(Director)

Co-investorsAtlantic Bridge VenturesDelta PartnersEnterprise EquityThe Argentum Group

MessageGearsmessagegears.comDec 2022 · $62M

MessageGears is an Atlanta-based cross-channel marketing platform that activates customer data directly from a brand's own data warehouse.

Co-investorsThe Argentum Group

Process Unityprocessunity.comin𝕏

ProcessUnity provides a third-party risk management platform that enables risk and compliance teams to monitor vendor compliance, manage risk assessments, and respond to audit requests.

AI & Machine LearningCybersecurityEnterprise SoftwareLegalTechSaaSConcord, US

TODD A. STONE(Executive Officer, Director)MATTHEW CHRISTENSEN(Director)

BoardPAUL FERGUSON(Director)MICHAEL COLLEARY(Director)JAMES SCOTT CURVEY(Director)ANDREW SHIELDS(Director)

Co-investorsClearSkyGolub Growth

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.