Investments
125Portfolio Exits
22Funds
15About Montreux Equity Partners
Montreux Equity Partners invests in high growth, commercial stage companies with category leading products, technologies, and services.
Montreux Equity Partners Headquarter Location
Four Embarcadero Center Suite 3720
San Francisco, California, 94111,
United States
(650) 234-1200
Latest Montreux Equity Partners News
Nov 2, 2021
Kareo, which is backed by Montreux Equity Partners and Golub, has merged with PatientPop to form Tebra, a healthcare tech platform. Email address I accept: Email address A link has been emailed to you - check your inbox. Sign in to your account Email address Nearly there! We have just sent you an email so you can verify your account. Please check your spam or junk folder just in case it’s been delivered there. If you do not receive this within five minutes, please try and sign in again. If the problem persists, please email: subscriptions@peimedia.com. Copyright PEI Media
Montreux Equity Partners Investments
125 Investments
Montreux Equity Partners has made 125 investments. Their latest investment was in Keo as part of their Growth Equity on June 6, 2022.
Montreux Equity Partners Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
6/14/2022 | Growth Equity | Keo | $20M | Yes | 2 | |
4/11/2022 | Unattributed VC | Sophia Technologies | $0.52M | Yes | 1 | |
3/28/2022 | Series D | Finpay | $15M | No | 1 | |
11/12/2020 | Series C | |||||
10/8/2020 | Series D |
Date | 6/14/2022 | 4/11/2022 | 3/28/2022 | 11/12/2020 | 10/8/2020 |
|---|---|---|---|---|---|
Round | Growth Equity | Unattributed VC | Series D | Series C | Series D |
Company | Keo | Sophia Technologies | Finpay | ||
Amount | $20M | $0.52M | $15M | ||
New? | Yes | Yes | No | ||
Co-Investors | |||||
Sources | 2 | 1 | 1 |
Montreux Equity Partners Portfolio Exits
22 Portfolio Exits
Montreux Equity Partners has 22 portfolio exits. Their latest portfolio exit was Kareo on November 02, 2021.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
11/2/2021 | Merger | 9 | |||
10/1/2020 | IPO | Public | 1 | ||
10/17/2018 | IPO | Public | 3 | ||
Montreux Equity Partners Fund History
15 Fund Histories
Montreux Equity Partners has 15 funds, including Montreux Growth SPV III.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
11/20/2020 | Montreux Growth SPV III | $4.5M | 1 | ||
9/23/2020 | Montreux Growth SPV II | $4.2M | 1 | ||
6/28/2018 | Montreux Growth Partners II | $0.5M | 1 | ||
6/28/2018 | Montreux Growth SPV | ||||
6/6/2016 | Montreux IV Associates IV |
Closing Date | 11/20/2020 | 9/23/2020 | 6/28/2018 | 6/28/2018 | 6/6/2016 |
|---|---|---|---|---|---|
Fund | Montreux Growth SPV III | Montreux Growth SPV II | Montreux Growth Partners II | Montreux Growth SPV | Montreux IV Associates IV |
Fund Type | |||||
Status | |||||
Amount | $4.5M | $4.2M | $0.5M | ||
Sources | 1 | 1 | 1 |
Montreux Equity Partners Team
5 Team Members
Montreux Equity Partners has 5 team members, including current Chief Financial Officer, Thomas R. Fremd.
Name | Work History | Title | Status |
|---|---|---|---|
Thomas R. Fremd | Chief Financial Officer | Current | |
Mary Anderson | Controller | Current | |
Daniel K. Turner | Managing Director | Current | |
Howard Palefsky | ALZA Corporation | Managing Director | Former |
John Savarese | Managing Director | Former |
Name | Thomas R. Fremd | Mary Anderson | Daniel K. Turner | Howard Palefsky | John Savarese |
|---|---|---|---|---|---|
Work History | ALZA Corporation | ||||
Title | Chief Financial Officer | Controller | Managing Director | Managing Director | Managing Director |
Status | Current | Current | Current | Former | Former |
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