Montreux Equity Partners
Growth equitySan Francisco · Growth–Late Stage
Also known as Montreux Equity Partners Associates IIIB
Investment thesis
The firm invests growth capital in category-leading, commercial-stage companies in healthcare and financial technology. Target companies typically have highly differentiated products, technologies, or services and $5 to $50 million in annual revenue at the time of investment. Individual checks generally range from $10 to $20 million, with capital used to fuel product expansion and innovation, new market entry, and strategic acquisitions. A cohesive team collaborates across diligence, investment decisions, and portfolio management, bringing complementary operational, financial, and sector expertise to actively support portfolio companies.
Source: firm website, verified Aug 3, 2026.
What they invest in
from 2 of 3 portfolio companiesHealthtech ×2AI & Machine Learning ×1Digital Health ×1SaaS ×1
HQs:United States×1
Investments · 3 tracked
founders shown can be your intro pathHealthtechSan Diego, US
David F. Hale(Executive Chairman)Kathleen D. Scott(Secretary, Treasurer and Chief Financial Officer)Frederick G. Sliter III(President and Chief Executive Officer)
BoardCam L. Garner(Director)William F. Strauss(Director)
Board seatHoward Palefsky· per SEC Form D · $5M raise · filed Aug 2016
Digital healthcare technology company formed by the merger of Kareo and PatientPop.
Co-investorsStripesTRANSFORMATION CAPITAL
TigerConnect provides a clinical communication and collaboration platform for hospitals and healthcare organizations, offering HIPAA-compliant messaging, scheduling, patient transfer, and AI-driven workflow tools.
AI & Machine LearningDigital HealthHealthtechSaaS
Brad Brooks(Co-Founder & Executive Chairman)Andrew Brooks(Co-Founder & Chief Medical Officer)Sean O'Neal(CEO)Tim Goodwin(Chief Technology Officer)Sheeza Hussain(Chief Growth Officer)Brian Kaminski(Chief Customer Officer)
Co-investorsVista Equity PartnersCorewell Health VenturesNew Science VenturesNorwest Venture PartnersOrbiMedShasta Ventures
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.
Frequently asked questions
- What stage does Montreux Equity Partners invest at?
- Montreux Equity Partners invests at the Growth, Late Stage stages.
- What is Montreux Equity Partners's typical check size?
- Montreux Equity Partners typically writes checks of $10M – $20M.
- What sectors does Montreux Equity Partners focus on?
- Montreux Equity Partners focuses on Digital Health, Fintech, Healthtech.
- Where is Montreux Equity Partners located?
- Montreux Equity Partners is headquartered in San Francisco, US.
- Who does Montreux Equity Partners co-invest with?
- Montreux Equity Partners most often shares deals with New Science Ventures, Norwest Venture Partners, OrbiMed, among 6 tracked co-investors.
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