Fundraising FoxMontreux Equity Partners
Venture capitalSan Francisco · Growth · 3 people tracked
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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 27, 2026.
Team · 3 people
from public directoriesWhat they invest in
from 10 of 20 portfolio companiesHealthtech ×8Biotech ×4Medical Devices ×4Digital Health ×3SaaS ×3AI & Machine Learning ×2Wellness & Fitness ×2B2B Marketplaces ×1
HQs:United States×9
Investments · 20 tracked
founders shown can be your intro pathBy year:2026 · 12017 · 12016 · 12015 · 12014 · 12010 · 16 dated
Glaukos develops micro-scale medical devices and pharmaceuticals for treating glaucoma, corneal disorders, and retinal diseases, replacing traditional drop therapies with minimally invasive surgery platforms.
BiotechHealthtechMedical DevicesAliso Viejo, US
Thomas W. Burns(Chief Executive Officer and Chairman of the Board)
Co-investorsAvedro, Inc.
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 VenturesKleiner PerkinsLatterell Venture PartnersAlly Bridge Group
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
Dignify Therapeutics develops "on demand" drugs that trigger emptying of the bladder and/or bowel when a person chooses, aimed at restoring control of bowel and bladder function.
BiotechDigital HealthMedical DevicesResearch Triangle Park, US
Edward C Burgard(Executive Officer, Director, Promoter)Karl Thor(Executive Officer, Director, Promoter)inBenny Ward(Executive Officer, Director, Promoter)inAnthony DiTonno(Executive Officer, Director)
BoardFred Eshelman(Director)inHoward Palefsky(Director)
Board seatHoward D. Palefsky· per SEC Form D · $3M raise · filed Sep 2026
Co-investorsEshelman Ventures, LLCRA Capital
Colorescience is a professional skincare brand that develops mineral-based sun protection (SPF), skincare, and color correction products, originally created for post-procedure skin and marketed for all ages and skin types.
ConsumerDirect to ConsumerHealthtechWellness & FitnessCarlsbad, US
Stephen Loomis(Executive Officer)Mary Fisher(Executive Officer, Director)inTheodore Ebel(Executive Officer)Josie Juncal-Schwarz(Executive Officer)
BoardM Bolyard(Director)Brian Dovey(Director)in
Co-investors1315 CapitalAisling CapitalRevelation PartnersDomain AssociatesHealthCare Ventures, LLCLongwood Fund+2 more
Tebra provides an integrated electronic health record and medical billing platform for independent healthcare practices, including EHR tools, claims management, patient payments, and scheduling capabilities.
Digital HealthEnterprise SoftwareHealthtechSaaSIrvine, US
DANIEL RODRIGUES(Executive Officer, Director)JIM LIM(Director)PERRY WALLACK(Director)MICHAEL MATLY(Director)ROB REID(Director)DAVID COZZENS(Director)
Co-investorsEscalate Capital PartnersGolub GrowthSaints CapitalGreenspring AssociatesHLM Investment PartnersSilver Lake Partners+3 more
Developed a robotic surgical arm for knee and hip arthroplasty; acquired by Stryker for $1.65B in 2013.
Co-investorsAPERTURE Venture PartnersLumira Ventures
Mindbody provides software and a consumer app platform for fitness, beauty, and wellness businesses to manage operations, attract clients, and book classes and appointments.
AI & Machine LearningB2B MarketplacesCloud ComputingSaaSWellness & FitnessCalifornia, US
Richard L. Stollmeyer(Executive Officer, Director, Promoter)Blake Beltram(Founder)inBrad Wills(Executive Officer)inBrett White(Executive Officer)inChet Brandenburg(Executive Officer)inKimberly Lytikainen(Executive Officer)in
Co-investorsBessemer Venture PartnersEastward Capital PartnersFJ LabsGolub GrowthIVP (Institutional Venture Partners)Lead Edge Capital+7 more
Currax Pharmaceuticals develops and markets a portfolio of therapies for chronic progressive diseases.
BiotechHealthtechLa Jolla, US
Preston Klassen(Executive Officer)inJoseph Hagan(Executive Officer)Michael Narachi(Executive Officer, Director)Thomas Cannell(Executive Officer)
BoardEckard Weber(Director)Brian H. Dovey(Director)in
Co-investorsCross Creek AdvisorsNew Enterprise Associates (NEA)Sofinnova VenturesDomain AssociatesDomain Partners
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(Founder)inAndrew Brooks(Founder)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 PartnersOrbiMedHealthQuest Capital+1 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Adigica HealthAsthmatxCerexaPeninsula PharmaceuticalsPsilosQuestcorSoluna HealthSonoma PharmaceuticalsTebraTobira Therapeutics
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 · 8
3 IPOs · 5 acquisitions · showing 7GlaukosNYSE: GKOSPulmonx Corp.NASDAQ: LUNGSI-BONENASDAQ: SIBNAsthmatxacq. by Boston ScientificCerexaacq. by Forest LaboratoriesPeninsula Pharmaceuticalsacq. by Johnson & Johnson (Ortho-McNeil Pharmaceutical)Tobira Therapeuticsacq. by Allergan
Portfolio news
latest coverage across their companiesSI-BONE · finance.yahoo.com · Aug 3, 2026
Pulmonx Corp. · trysignalbase.com · May 12, 2026
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.
| Company | Owned | IPO price | At IPO | Stake value |
|---|---|---|---|---|
| SI-BONE | 8.8% | $15.00 | Oct 2018 | $30.4M |
| Pulmonx Corp. | 4.8% | $19.00 | Oct 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? ⓘDisclosed stake · filed Nov 2018
Disclosed stake · filed Nov 2018
Disclosed stake · filed Mar 2018
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 20 tracked investments, 8 of which have exited, including 1 dated in the last 24 months.
- What stage does Montreux Equity Partners invest at?
- Montreux Equity Partners invests at the Growth stage.
- 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, SaaS.
- 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 Canaan Partners, Frazier Life Sciences, Pappas Capital, among 37 tracked co-investors.
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