Predict your next investment

Angel Investor (Individual)

See what CB Insights has to offer

Investments

5

About Nick Beim

Nick Beim focuses primarily on internet, mobile, SaaS, adtech, big data and financial technology and services investments. He has a particular affinity for viral consumer services, online marketplaces, online collaboration networks, new forms of performance-based marketing and low-friction SaaS companies.

Nick Beim Headquarter Location

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Latest Nick Beim News

Vanilla Raises $11.6M in Series A Funding

Aug 30, 2021

Vanilla , a Los Angeles, CA-based estate planning platform provider, raised $11.6m in Series A funding. The round was led by Venrock with participation from F. William McNabb III, the former CEO and Chairman of Vanguard group, who joined Vanilla’s Board of Directors, along with Venrock’s Nick Beim. Participants in the Series A round include Jason Wenk, Founder and CEO of Altruist, Michael Jordan, the NBA legend, businessman, and Principal Owner of the Charlotte Hornets NBA franchise, and his business partner, Curtis Polk. Vanilla’s Board also includes Robert Thornton, President of First Republic Investment Management and President of First Republic Private Wealth Management. Founded by financial advisor and wealth management entrepreneur Steve Lockshin, Vanilla provides a digital estate planning solution that proactively monitors client estate planning, visualizes existing planning, and facilitates document creation. Vanilla was founded in 2019 and released its initial offering in November 2020. Originally focused on the generation of core estate planning documents, the product offering quickly expanded to include the ability to review existing estate planning documents and function as a platform to proactively manage estate planning. Addepar, a wealth management platform specializing in data aggregation, analytics, and reporting for the modern advisor, and Orion Advisor Solutions, a provider of the tech-enabled fiduciary process, partnered with Vanilla to integrate and provide the Vanilla suite of solutions to users of their software. They join partners including Mariner Wealth Advisors, Carson Group, and AdvicePeriod as well as 435 other RIAs, each of which has deployed Vanilla across their organizations. FinSMEs

Nick Beim Investments

5 Investments

Nick Beim has made 5 investments. Their latest investment was in Betable as part of their Series B on November 11, 2013.

CBI Logo

Nick Beim Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

11/5/2013

Series B

Betable

$18.5M

No

3

7/9/2012

Series A - II

Subscribe to see more

$99M

Subscribe to see more

10

Angel

Subscribe to see more

Subscribe to see more

0

Angel

Subscribe to see more

Subscribe to see more

0

Angel

Subscribe to see more

Subscribe to see more

0

Date

11/5/2013

7/9/2012

Round

Series B

Series A - II

Angel

Angel

Angel

Company

Betable

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Amount

$18.5M

$99M

New?

No

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Co-Investors

Sources

3

10

0

0

0

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.