Palm Beach · Series A–Series B · 3 people tracked
Investment thesis
Trestle Partners is a private investment firm that invests in pre-Series A and Series A SaaS companies. The firm focuses on businesses demonstrating product-market fit and sustainable growth trajectories across various geographies.
Source: firm website, verified Aug 25, 2026.
Team · 3 people
from public directoriesWhat they invest in
from 19 of 20 portfolio companiesSaaS ×16Marketing Tech ×7AI & Machine Learning ×6Enterprise Software ×6E-commerce ×3Logistics & Supply Chain ×3Retail Tech ×3Fintech ×2
HQs:United States×11Indonesia×1
Investments · 20 tracked
founders shown can be your intro pathBy year:2025 · 12024 · 12016 · 13 dated
Boostly helps restaurants acquire new customers and build loyalty through personalized text offers, automated review generation, and ROI tracking.
Enterprise SoftwareMarketing TechRetail TechSaaSLehi, US
Shane Murphy(Founder)inMikey Murphy(Founder)in
BoardMatt Melymuka(Director)in
Co-investorsCathexis VenturesY CombinatorPeakSpan Capital Partners
Cargobase offers SaaS logistics software that automates freight procurement and management between large shippers and their carriers.
Logistics & Supply Chain
Alex van KampenJan van der BurgtWiebe Helder
Co-investors500 Global
Ecwid is an ecommerce platform that allows merchants to add online stores to existing websites or build new ones with customizable themes, inventory management, and order processing.
E-commerceRetail TechSaaS
Co-investorsiTech CapitalPeakSpan Capital PartnersRuna Capital
Glia offers a banking AI platform that automates inbound and outbound customer interactions and internal workflows across a financial institution's core, engagement, and other systems.
AI & Machine LearningFintechSaaSNew York City, US
Justin DiPietro(Founder)inDaniel Michaeli(Founder)
Co-investorsEntrepreneurs Roundtable Accelerator (ERA)Flying Fish VenturesGray Line PartnersInnovating CapitalInsight PartnersRemarkable Ventures+2 more
Insense is a platform for creating and scaling user-generated content (UGC) and influencer marketing campaigns, offering a self-service creator marketplace and managed services for end-to-end campaign management.
Creator EconomyMarketing TechSaaSPalo Alto, US
Noureddine Tayebi(Executive Officer, Director)
BoardAndrew Kau(Director)Hing Wong(Director)
Co-investorsFlyer One VenturesGeek Ventures
Lasso MD provides marketing software for dental practices, automating new patient acquisition through tools such as websites and review management, along with account support.
HealthtechMarketing TechSaaS
Co-investorsTIMIA Capital
Marsello is an omnichannel loyalty and marketing platform that integrates with POS and eCommerce systems to sync in-store and online transactions, letting retail brands run branded loyalty programs, send targeted email and SMS campaigns, and access sales reporting.
Marketing TechRetail TechSaaS
Co-investorsPartners for GrowthPartners for Growth (PFG)
MentorCloud is an AI-enabled mentoring software platform that lets organizations design, launch, and manage mentorship programs, including 1:1, 1:many, and peer-to-peer formats, with program design tools, training, and progress reporting.
Enterprise SoftwareFuture of WorkHR TechSaaS
Rajesh SettyRavishankar Gundlapalli
Co-investors500 Global
Partium builds a "Parts Intelligence" platform with tools for identifying, sourcing, and managing spare parts, using search and AI-driven agents to turn part searches into sourcing and purchasing decisions.
Advanced ManufacturingAI & Machine LearningSaaSPhiladelphia, US
Beernd Steinberger(Executive Officer)Andreas Kemper(Executive Officer)Christoph Lehner(Executive Officer)Philipp Descovich(Executive Officer, Director)David Marimon(Director)Immo Rupf(Director)
Co-investorsAnzu PartnersBeyond1435 GmbHRiverside Acceleration CapitalSICTIC
HR TechSacramento, US
Eric Duffy(Cofounder)
Co-investorsContour Venture PartnersTechstarsBloomberg Beta
Plytix is an all-in-one commerce platform that combines Product Information Management (PIM), Digital Asset Management (DAM), feed management, and AI content tools to help teams structure, update, and distribute product content across multiple channels.
E-commerceMarketing TechSaaSDover, US
Morten Poulsen(Founder)
Co-investorsSummer Capital
Quantified builds an AI-powered software platform.
AI & Machine LearningEnterprise SoftwareSaaSSales Tech
Co-investorsUT Horizon Fund
ReturnGO is a returns management platform for eCommerce merchants, providing an end-to-end post-purchase system for returns, exchanges, shipping, tracking, and return coverage.
E-commerceLogistics & Supply ChainSaaS
Co-investorsAristagoraPeterson VenturesTwo Lanterns Venture Partners
ReviewTrackers offers online reputation management software that helps businesses collect, monitor, and analyze customer reviews across platforms to improve local SEO, listings accuracy, and customer engagement.
AI & Machine LearningMarketing TechSaaSSales TechChicago, US
Daniel Reed(Director)inMax Tetrault(Director)Christopher Campbell(Executive Officer, Director)Todd Paul(Director)Chris Campbell(Director)
BoardChristopher Abele(Director)
Co-investorsAmerican Family VenturesCSA Partners LLCScalare PartnersSymphony Alpha VenturesPeakSpan Capital Partners
ServiceUp offers an AI-powered platform that automates the vehicle fleet repair and maintenance process from intake to payment, connecting fleets, repair shops, and fleet management systems into a single workflow.
AI & Machine LearningLogistics & Supply ChainMobility & Transportation
New York, US
Rohan Deuskar(Executive Officer, Director)Simon Bond(Director)
BoardSiv Paumgarten(Director)Zach Davis(Director)Mac Dabah(Director)Don Unser(Director)
Co-investorsHDS Capital
Teampay (by Paystand) is an expense management and spend control platform for finance teams that automates expense submission, approval routing, receipt capture, and accounting coding through integrations with ERP systems like NetSuite and Dynamics 365.
Enterprise SoftwareFintechSaaSCalifornia, US
Co-investorsCrosscut VenturesR136 VenturesRising Tide
User Interviews provides a research platform with tools for managing panels, teams, and studies, including participant databases, permissions, reports, and governance features.
B2B MarketplacesEnterprise SoftwareMarketing TechSaaSBrooklyn, US
Bob Saris(Executive Officer)Basel Fakhoury(Executive Officer, Director)Dennis Meng(Executive Officer, Director)TJ Mahony(Director)
BoardMark Volchek(Director)
Co-investorsDorm RoomEntrepreneurs Roundtable Accelerator (ERA)Forefront VentureK Street CapitalRemarkable VenturesSageview Capital+4 more
Verasight runs online surveys using directly recruited and verified respondent panels, offering custom recruitment, a self-serve survey platform, and reporting add-ons.
Data & InfrastructureEnterprise SoftwareSaaS
Benjamin Leff(CEO)
Co-investorsBYU Cougar CapitalRed Bear AngelsThe MBA FundTop Corner Capital
Portfolio news
latest coverage across their companiesBoostly · prnewswire.com · Aug 10, 2025
Frequently asked questions
- How many investments has Trestle Partners made?
- Trestle Partners has 20 tracked investments, including 1 dated in the last 24 months.
- What stage does Trestle Partners invest at?
- Trestle Partners invests at the Series A, Series B stages.
- What sectors does Trestle Partners focus on?
- Trestle Partners focuses on SaaS.
- Where is Trestle Partners located?
- Trestle Partners is headquartered in Palm Beach, US.
- Who does Trestle Partners co-invest with?
- Trestle Partners most often shares deals with 500 Global, Entrepreneurs Roundtable Accelerator (ERA), Remarkable Ventures, among 48 tracked co-investors.
Co-investors · 2
PeakSpan Capital is a growth-stage investment firm focused on partnering with Applied AI B2B software scale-ups, typically from $3M to $50M+ ARR, offering operational support to help companies scale.
Geek Ventures is an early-stage venture firm founded by immigrants that backs immigrant entrepreneurs with capital and network connections.
Firms observed investing alongside Trestle Partners, from public investor directories. Shared companies are the overlap with Trestle Partners's recorded portfolio.
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