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Montreux Equity Partners

Venture capital

San Francisco · Growth–Late Stage · 3 people tracked

Also known as Montreux Equity Partners Associates IIIB

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1 people in our graph share verified history with the Montreux Equity Partners team — schools, employers, funds. One of them is your warm intro.

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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 Sep 5, 2026.

Stage
Growth–Late Stage
Check
$10M – $20M
HQ
San Francisco, US
Instruments
Equity
Founded
2012
Tracked investments
5
IPOs
2

Team · 3 people

from public directories
Daniel K. Turner· General Partnerin

What they invest in

from 4 of 5 portfolio companies

Healthtech ×4Medical Devices ×2AI & Machine Learning ×1Biotech ×1Digital Health ×1SaaS ×1

HQs:United States×3

Investments · 5 tracked

founders shown can be your intro path
Pulmonx Corp.pulmonx.comin𝕏NASDAQ: LUNG

Pulmonx develops the Zephyr Valve, a bronchoscopic device used to treat patients with severe COPD/emphysema without surgery.

BiotechHealthtechMedical DevicesSan Jose, US

LAUREN CRISTINA(Executive Officer)inSri Radhakrishnan(Chief Technology Officer)inMICHAEL BAKER(Executive Officer, Director)inGlendon E. French(Chief Executive Officer and Director)Derrick Sung(Chief Operating Officer and Chief Financial Officer)inGeoffrey Beran Rose(Chief Commercial Officer)

Co-investorsBand of AngelsHealthCapKaiser Permanente VenturesLatterell Venture PartnersAlly Bridge Group

SI-BONEsi-bone.comNASDAQ: SIBN

SI-BONE develops medical devices for treating sacroiliac (SI) joint dysfunction and chronic low back pain, targeting patients and physicians.

HealthtechMedical DevicesSan Jose, US

Mark Reiley(Director)inJeffrey W. Dunn(Executive Officer, Director)Robert E. Johnson(Executive Officer)Dan Murray(Executive Officer)Laura A. Francis(Chief Executive Officer)

BoardTimothy E. Davis(Director)

Co-investorsArboretum VenturesOrbiMed

TigerConnecttigerconnect.comin𝕏

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)inAndrew Brooks(Co-Founder & Chief Medical Officer)inSean O'Neal(CEO)inTim Goodwin(Chief Technology Officer)inSheeza Hussain(Chief Growth Officer)inBrian Kaminski(Chief Customer Officer)in

Co-investorsVista Equity PartnersCorewell Health VenturesNew Science VenturesNorwest Venture PartnersOrbiMedShasta Ventures

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Adigica HealthTebra

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.

Exits · 2

2 IPOs

Pulmonx Corp.NASDAQ: LUNGSI-BONENASDAQ: SIBN

Portfolio news

latest coverage across their companies

IPO stake values · per SEC filings · 2

Value of this firm's stake in each portfolio company at its IPO price, from the prospectus principal-stockholder table.

CompanyOwnedIPO priceAt IPOStake value
SI-BONE8.8%$15.00Oct 2018$30.4M
Pulmonx Corp.4.8%$19.00Oct 2020$27.2M

Source: SEC S-1 / 424B prospectus filings. Stake value = shares beneficially owned × the initial public offering price, as disclosed — a market value at IPO, not a return multiple (the firm's original cost is not disclosed).

Public market activity · per SEC filings

what is this? ⓘ
SC 13D/A filingSC 13D/A

Disclosed stake · filed Nov 2018

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SC 13D filingSC 13D

Disclosed stake · filed Nov 2018

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SC 13G filingSC 13G

Disclosed stake · filed Mar 2018

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7 insider ownership filings (Forms 3/4/5)

From the firm's own SEC EDGAR filings — stakes and insider roles in public companies, typically portfolio companies after an IPO. Not a portfolio list published by the firm.

Frequently asked questions

How many investments has Montreux Equity Partners made?
Montreux Equity Partners has 5 tracked investments, 2 of which have exited.
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 Biotech, Digital Health, Fintech, Healthtech, Medical Devices.
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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