We built our firm around your hardest decisions

We partner exclusively with Applied AI B2B software companies scaling from $3M to $50M+ in ARR, the stage where early traction meets moving mountains.

OUR COMMITMENT

The ‘portfolio of one' advantage

Committed to helping every entrepreneur reach the best view of success, every time.

Protect What You've Built

Scale with discipline and precision, not dogma or the growth-at-all-costs narrative. Resilient value creation and sensible scaling that protects downside while keeping ambition intact.

Execute & Scale With Conviction

We deliver impact, not just insight, to help you move faster, smarter, and with greater confidence. Powered by deep expertise, a purpose-built platform, and world-class operators who act as an extension of your team.

Create Optionality, 
Optimize Success

We build with the end in mind while maximizing flexibility along the way. Through deep alignment, proven growth playbooks, and early exit preparation, we optimize for both scale and value.

HOW WE DELIVER

Three forces, one system

Our approach is intentional. Platform resources, aligned philosophy, and deep specialization. Designed to work together, not in isolation.

Philosophy

How we show up matters

Despite 92% of investors calling themselves value-add, 61% of entrepreneurs rate their experience as below average. We exist to close that gap. "How can we help?" is how every conversation starts and ends. It is not a tagline. It is how we are built.

Strategy

Go narrow, go deep

Every team member focuses on 2-3 sectors. Every partnership follows the same $3M to $50M+ ARR scale-up journey. We invest exclusively in Applied AI B2B software, bringing the right context, expertise, and deep relationships with buyers, decision-makers, and acquirers in your market.

Platform

Built for the work ahead

A 500+ member expert community with on-demand access to operators who have solved your exact problems. Paired with proprietary technology and proven playbooks, we deliver competitive intelligence, sector insight, diagnostics, and operational frameworks that turn strategy into execution.

OUR ETHOS

Success should be inevitable, not aspirational

Institutional capital does not reduce risk, it amplifies it. Over 60% of Series A and 51% of Series B companies fail across the industry. PeakSpan exists to change that reality, with an industry-leading ~2% scale-up failure rate across 57 partnerships, driven by an ethos rooted in value protection, risk mitigation, and disciplined, iterative company-building.

We bring clarity to complexity, conviction to scaling, and confidence that together, success is not just possible, it is inevitable.
That is our commitment.

Group of hikers walking along a winding rocky mountain trail surrounded by green grass and large boulders.

Our Ethos in Action

Philosophy

Power Law: Why Portfolio Theory Stinks for Most Entrepreneurs

Philosophy

Don’t Go Chasing Unicorns

Philosophy

Are You Selling The House or Picking A Roommate?

Philosophy

Build Your Business Like a Medieval Fortress

ENGINEERED FOR OUR CUSTOMER

Supporting entrepreneurs beyond capital alone

For entrepreneurs motivated by durability over headlines, who view their scale-up as their life's work, and for whom failure is simply not an option.

Ideal ScaleUp Partner (ISP)

Applied AI B2B software scale-ups with product-market fit, scaling with discipline

  • $3-15M+ ARR
  • Capital-efficient growth (75%+ Y/Y)
  • Less than $20M raised
  • Clear product-market fit
  • Emerging category leader
  • Strong CSAT and durable differentiation

Ideal Entrepreneurial Profile (IEP)

Mission-driven entrepreneurs building for the long term, not flashy headlines

  • Builders, not renters
  • Domain experts who lead with humility
  • Strong opinions, loosely held
  • Low ego, high accountability
  • Serious about risk, disciplined about growth
  • Obsessed with team, culture, and execution

MANIACAL FOCUS ON WHERE WE INVEST

Deep business model, sector, and stage fluency

We focus on 12 specialized sectors in Applied AI B2B software, bringing expertise in the buyers, business models, paths to market leadership, and risks that define the hardest stage of scaling.

Commerce Technology

Software that enables B2B and B2C merchants to operate, scale, and optimize digital and omnichannel commerce across the end-to-end commerce lifecycle, from customer engagement and transaction enablement through fulfillment, analytics, and operational integration.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

James Kim

James Kim

Former VP of Ecommerce Digital & Technology at Bloomingdale's

Gireesh Sahukar

Gireesh Sahukar

VP of Implementation & Customer Solutions at commercetools

Fiona Norton

Fiona Norton

Former Senior Manager of Product Marketing at BigCommerce

Scott Varner

Scott Varner

Former Chief Partner Officer at Ecwid

Chris Finken

Chris Finken

Former Chief Marketing Officer at Ecwid

Atul Bhardwaj

Atul Bhardwaj

Executive Vice President, Chief Digital & Technology Officer at the LEGO group

Dan Fertig

Dan Fertig

Former VP, Agency & Technology Partnerships at BigCommerce

Catherine Stewart

Catherine Stewart

COO, Biz Ops, GTM

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Customer Experience Management

Software that improves the impact and outcomes businesses have with their customers.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Frank Schneider

Frank Schneider

VP, AI Evangelist at Verint

Rimple Patel

Rimple Patel

Chief Customer Office at Eightfold

Cait Keohane

Cait Keohane

Chief Customer Officer at Airtable

Larry Freed

Larry Freed

Wes Hayden

Wes Hayden

Paul Weber

Paul Weber

Donna Fluss

Donna Fluss

Callan Schebella

Callan Schebella

CX Industry Entrepreneur, Founder, Executive

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Cybersecurity & Digital Infrastructure

Software that empowers organizations to develop, deliver, manage, support, optimize, and protect their digital footprint across application development and DevOps, data infrastructure, cloud operations, cybersecurity, and critical IT operations.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Hadi Minooei

Hadi Minooei

Founder AI Land & AI Engineer at Google

Joey Rachid

Joey Rachid

CISO at Xerox

Steven Tamm

Steven Tamm

Former CTO at Salesforce

Tony Jennings

Tony Jennings

Former EVP of Revenue at KnowBe4

Alan Rosa

Alan Rosa

CISO at CVS

Rohini Kasturi

Rohini Kasturi

Former EVP of Product at SolarWinds

Parag Agrawal

Parag Agrawal

CIO at GAF (formerly Fanatics CIO)

Ahmad Khan

Ahmad Khan

Former Head of AI/ML Strategy at Snowflake

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Digital Health

Software that helps medical, pharmaceutical, or wellness companies facilitate the coordination and efficiency of care.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Stacey Seldin

Stacey Seldin

Former CEO at Mariana Tek, Founder of CFH Advisors

Keval Mehta

Keval Mehta

Senior Director of Product - Chronic Care Programs at Teladoc

Daryl Rolley

Daryl Rolley

Chief Executive Officer, Independent Board Member, Private Equity Advisor

Will Rideout

Will Rideout

SVP - Head of Network Development at Aledade, Inc.

Kevin OLeary

Kevin OLeary

VP of Revenue at Ascent CFO Solutions

Kevin Marasco

Kevin Marasco

CMO at Tebra

Claus Jensen

Claus Jensen

Former Chief Innovation Offiver at Teladoc

Paul Winandy

Paul Winandy

Former CEO at WebPT, Strategic Advisor

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Education Technology

Software that enables and optimizes (i) accessibility, experience, and outcomes for learners and (ii) educational and non-corporate institutions operations. Our EdTech investment focus spans four (4) primary disciplines – PreK-12, Higher Education, Vocational Training, Professional & Lifelong Learning.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Rob Curtin

Rob Curtin

Director, Data & AI - Edtech Ecosystem at Microsoft

Dustin Ramsdell

Dustin Ramsdell

Creator & Host of Higher Ed Geek

Deepak Agarwal

Deepak Agarwal

Chief Information Officer at School District of Palm Beach

Greg Gazanian

Greg Gazanian

Chief Strategy and Innovation Officer at Arcadia Unified School District

Adam Garry

Adam Garry

Former Senior Director of Education Strategy at DELL

Mindy Frisbee

Mindy Frisbee

Former Managing Director, Partnership Development at Partnership on AI

Howard Miller

Howard Miller

Chief Information Officer at UCLA Anderson School of Management

David Miyashiro

David Miyashiro

Superintendent at Cajon Valley School District

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Financial Technology

Software that aims to automate and optimize corporate finance and financial services.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Fredrick Spalcke

Fredrick Spalcke

EVP and CPO at Phillips

Paul Glover

Paul Glover

Former CFO - Head of Strategic Finance, Legal, Compliance, HR at CellPoint Digital

Bob Solomon

Bob Solomon

CEO Software Platform Consulting

Dror Shimshowitz

Dror Shimshowitz

Senior Director of Product Management at Affirm

Brian Radin

Brian Radin

Former President at Corpay, Strategic Advisor

Caitlin Ferson

Caitlin Ferson

Senior Director of Revenue Operations at Postscript

Barak Sandach

Barak Sandach

VP of Products at Payoneer

Amit Naik

Amit Naik

Distinguished Architect - AI/ML at Calix

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Go-to-Market Technology

Software that helps sales and marketing teams raise awareness, identify prospects, and drive leads.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Luke Ferrel

Luke Ferrel

Global Head of Customer Success at Deel

Neej Parikh

Neej Parikh

Former VP of North American Sales at Zuora

Herb Cunitz

Herb Cunitz

Board Member, CRO & President

James Isaacs

James Isaacs

CEO & President, CRO

Pete Daffern

Pete Daffern

CEO Advisor & Coach, Board Member

Carl Tsukahara

Carl Tsukahara

8x Enterprise CMO, Board Member

Kevin Knieriem

Kevin Knieriem

Former President at Clari

Mark Kosoglow

Mark Kosoglow

Chief Revenue Officer at Docebo

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Hospitality Technology

Software enabling and enhancing customer-facing experiences and operations across hospitality, with a focus on hotels and accommodations, travel, and food and beverage. Hospitality Tech solutions support the end-to-end guest journey, including booking, revenue management, on-site operations, customer engagement, payments, and experience optimization.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Gary Gersh

Gary Gersh

Former President at AEG Presents

Jim Diller

Jim Diller

Former Managing Director and Head of Corporate Development at Choice Hotels International

Peter Hofmann

Peter Hofmann

Vice President, Corporate Development (M&A) & Strategy at Expedia Group

Michael Dominguez

Michael Dominguez

President and CEO of Associated Luxury Hotels International, MGM Resorts International

Jim Vitek

Jim Vitek

Former VP of Restaurant Tech at Yum! Brands

Ford Blakely

Ford Blakely

Former SVP & General Manager at Medallia

Olivier Thierry

Olivier Thierry

Former Chief Revenue Officer of HungerRush

Jordan Hollander

Jordan Hollander

Co-Founder of Hotel Tech Report

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Human Capital Management

Software that helps businesses manage and develop their most important asset – their people.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Rob Lauber

Rob Lauber

Strategic Workplace Learning Advisor

Jon Caldwell

Jon Caldwell

SVP, Chief People Officer at Valvoline Inc.

Tori Termaat

Tori Termaat

Chief Human Resources Officer at Harley-Davidson

Mark Newman

Mark Newman

Former Founder, Chief Customer Officer at HireVue

Steve Turner

Steve Turner

Director of Learning and Development at Flowserve

Eric Nelson

Eric Nelson

CEO & Founder at RevDimensions, LLC

Gianna Driver

Gianna Driver

Chief People Officer at OpenTable

André Martin

André Martin

Chief Talent & Learning Officer

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Payments Technology

Software that facilitates and optimizes the movement of money between businesses and employees or consumers.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Marcelo Perez

Marcelo Perez

Former CFO at dLocal

Rose Hall

Rose Hall

InsureTech Advisor

Brian Abernethy

Brian Abernethy

Embedded Payments Advisor

Paul Glover

Paul Glover

Former CFO at CellPoint Digital

Precy Kwan

Precy Kwan

FinTech Fractional COO / CEO

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Property Technology

Software that drives impact and improvement in the real estate sector.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Chris Finken

Chris Finken

Senior Vice President of Revenue & Marketing at Entrata

Prakash Iyer

Prakash Iyer

Former Senior Vice President, Platform Architecture at Trimble

Brian Balduf

Brian Balduf

Chairman and Co-Founder of VHT Studios Real Estate Marketing

Brad Hamel

Brad Hamel

Executive Vice President, Cortland

Rusty Reed

Rusty Reed

Former CFO, Procore

Explore Our PEC

Perspectives Spotlight

Read more perspectives

Supply Chain Management

Software that optimizes logistics and improves the flow of materials and communication between suppliers, businesses, and end customers.

Investments

EXPLORE OUR PORTFOLIO PARTNERS

Investment Team

Meet our team

PEC Spotlight

Neil Neufeld

Neil Neufeld

COO at Misfits Market

Todd Greener

Todd Greener

Former EVP and CSCO at Tupperware

Wesley Williams

Wesley Williams

Senior Supply Chain Manager, Transportation Technology & Services at Amazon

Marc Fariss

Marc Fariss

Former VP of Customer Strategy & Operations at ServiceTitan

Eytan Buchman

Eytan Buchman

CMO at Freightos

Joe Metzger

Joe Metzger

Former EVP of Operations at Walmart

Nabil Malouli

Nabil Malouli

SVP Global eCommerce at DHL

Greg Javor

Greg Javor

SVP Global Supply Chain Operations at Mattel

Explore Our PEC

Perspectives Spotlight

Read more perspectives

VALUE CREATION ENGINE

The hardest scaling problems, solved by operators who have done it before

Our 500+ Expert Community (PEC) brings operator-level experience across every function, sector, and stage of growth. PeakSpan Value Creation (PVC) is the operating system, turning insight into impact through diagnostics, operational frameworks, and hands-on mentorship.

What PEC & PVC Delivers

Specialization > Generalization

PEC coverage spans sectors, stages, and functions, bringing depth where the market defaults to breadth.

Flexible by Design

From advisory to embedded fractional support, engagement scales to match the moment and the need.

Strategy Through Execution

Hands-on partnership across org design, executive recruiting, mentorship, and operational optimization.

Proven Playbooks

Dozens of diagnostics and operational frameworks that deliver real results, from assessment to action.

Unmatched Access

Buyer and practitioner insights that accelerate time-to-market, sharpen positioning, and open doors to decision-makers.

PEC Spotlight

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John Hamm

John Hamm

CEO Advisor & Coach, Author, Board Member

CEO COACH
Kristi Faltorusso

Kristi Faltorusso

Chief Customer Officer

CUSTOMER SUCCESS
André Martin

André Martin

Chief Talent & Learning Officer

LEADERSHIP + PEOPLE
Hope Timberlake

Hope Timberlake

Executive & Comms Coach, Advisor & Author

STRATEGIC COMMS
Pete Daffern

Pete Daffern

CEO Advisor & Coach, Board Member

CEO COACH
Catherine Stewart

Catherine Stewart

COO, Biz Ops, GTM

SALES
Carl Tsukahara

Carl Tsukahara

8x Enterprise CMO, Board Member

MARKETING
Helen Fanucci

Helen Fanucci

Sales Performance & GTM, Author

SALES
Satnam Singh

Satnam Singh

AI Leader, CPO, CTO

AI & PRODUCT
James Isaacs

James Isaacs

CEO & President, CRO

SALES
Herb Cunitz

Herb Cunitz

Board Member, CRO & President

SALES
Sonya Jamula

Sonya Jamula

Alliances & Partnerships Executive

PARTNERSHIPS
Explore the PEC
Learn more about PVC

EXIT PREPARATION

Building toward the best outcome from day one

Thoughtful planning, buyer ecosystem development, and strategic readiness built years in advance through our Strategic Development function.
Introducing: PeakSpan Ascent.

Exit-Ready

Defining the path to a successful exit from day one, with planning that starts at partnership.

Always On

Capital markets coverage, strategic buyer mapping, and partnership development integrated into an ongoing cadence.

Deep Ecosystem

Direct relationships with 150+ PE firms and a robust network of strategic acquirers across sectors.

Optimized Outcomes

Preparation and planning that maximizes strategic readiness, positioning, interest, and value well before going to market.

The Results

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OUR IDENTITY

Operating system behind ‘partner of choice’

Our Values

The values that define our identity, guide our decisions, and fuel our ambition.

Partner of Choice

A clearly defined mission guides every decision and action.

High Integrity

Honest communication and integrity in every relationship and decision.

High Performance

Intentional pursuit of excellence across every interaction, initiative, and outcome.

Focus & Specialization

Depth and focus increase effectiveness, efficiency, and continuous improvement.

Brand Ambassadors

Representing our brand with pride, responsibility, and accountability in everything we do.

Respectful

Leading with respect, humility, and a commitment to supporting one another.

Inclusive

Diverse perspectives, backgrounds, and experiences strengthen outcomes and advance our mission.

Innovative

Challenging the status quo through the thoughtful application of new best practices.

Selfless

Mission, entrepreneurs, and team above individual interests.

Working Smart

Pairing hard work with thoughtful, intelligent execution.

Meet THE PEOPLE BEHIND 'partner of choice'

Our Code

Ten principles that shape how we work, how we partner, and how we show up every day.

Earn Your Seat Every Day

Yesterday's win was already priced in. Activity alone is not achievement.

Bleed PeakSpan Blue

Work in service to PeakSpan stakeholders and teammates.

Have a Voice & Use It

Say in the room what others save for after.

Stay a Student

Be open to feedback. Be someone people want to invest in.

Sprint Past Great

Go beyond what a reasonable person would deem excellent.

Carry More than Your Own Gear

Make "how can I help" your default.

Make Your Work Your Word

Showcase that your follow-through is your show of respect.

Maintain the Trail

Be a star maker. Invest in others' success.

Thrive in Thin Air

Don't quit, recalibrate and continue the climb.

Above All Else, Be Kind

Leave cruelty and entitlement at the door.

Meet the people behind 'partner of choice'