Why PeakSpan
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.
Scale into Success from PeakSpan Capital on Vimeo
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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 Customer Experience Management Cybersecurity & Digital Infrastructure Digital Health Education Technology Financial Technology Go-to-Market Technology Hospitality Technology Human Capital Management Payments Technology Property Technology Supply Chain Management
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
Ecwid
Ecwid Ecwid
GroupBy
GroupBy GroupBy
JRNI
JRNI JRNI
Madgicx
Madgicx Madgicx
PrettyDamnQuick
PrettyDamnQuick PrettyDamnQuick
ShipHawk
ShipHawk ShipHawk
Stylitics
Stylitics Stylitics
Tidio
Tidio Tidio
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Kyle Reitinger
Kyle Reitinger Kyle Reitinger
Cassie Alexe
Cassie Alexe Cassie Alexe
Celia Smith
Celia Smith Celia Smith
Brooks Reed
Brooks Reed Brooks Reed
Meet our team Meet our team
Meet our team
PEC Spotlight
James Kim
Former VP of Ecommerce Digital & Technology at Bloomingdale's
Gireesh Sahukar
VP of Implementation & Customer Solutions at commercetools
Fiona Norton
Former Senior Manager of Product Marketing at BigCommerce
Scott Varner
Former Chief Partner Officer at Ecwid
Chris Finken
Former Chief Marketing Officer at Ecwid
Atul Bhardwaj
Executive Vice President, Chief Digital & Technology Officer at the LEGO group
Dan Fertig
Former VP, Agency & Technology Partnerships at BigCommerce
Catherine Stewart
COO, Biz Ops, GTM
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
Why E-Commerce Will Kill Retail Sooner Than You Think
Why E-Commerce Will Kill Retail Sooner Than You Think Why E-Commerce Will Kill Retail Sooner Than You Think
PeakSpan’s 2025 E-Commerce Logistics Outlook
PeakSpan’s 2025 E-Commerce Logistics Outlook PeakSpan’s 2025 E-Commerce Logistics Outlook
B2B eCommerce Trends & Predictions for Future
B2B eCommerce Trends & Predictions for Future B2B eCommerce Trends & Predictions for Future
We Pretty Damn Quickly Decided To Invest In PDQ: Here’s Why
We Pretty Damn Quickly Decided To Invest In PDQ: Here’s Why We Pretty Damn Quickly Decided To Invest In PDQ: Here’s Why
Part I: Spring 2024 eCommerce Technology Trends from a Buyer’s POV
Part I: Spring 2024 eCommerce Technology Trends from a Buyer’s POV Part I: Spring 2024 eCommerce Technology Trends from a Buyer’s POV
Read more perspectives Read more perspectives
Read more perspectives
Customer Experience Management
Software that improves the impact and outcomes businesses have with their customers.
Investments
Cyara
Cyara Cyara
EvaluAgent
EvaluAgent EvaluAgent
GetWhy
GetWhy GetWhy
Inference
Inference Inference
MindTouch
MindTouch MindTouch
ReviewTrackers
ReviewTrackers ReviewTrackers
Tidio
Tidio Tidio
Yodeck
Yodeck Yodeck
Zingle
Zingle Zingle
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Phil Dur
Phil Dur Phil Dur
Andrew Bartusiak
Andrew Bartusiak Andrew Bartusiak
Nicky Johnson
Nicky Johnson Nicky Johnson
Sam Korman
Sam Korman Sam Korman
Brooks Reed
Brooks Reed Brooks Reed
Meet our team Meet our team
Meet our team
PEC Spotlight
Frank Schneider
VP, AI Evangelist at Verint
Rimple Patel
Chief Customer Office at Eightfold
Cait Keohane
Chief Customer Officer at Airtable
Larry Freed
Wes Hayden
Paul Weber
Donna Fluss
Callan Schebella
CX Industry Entrepreneur, Founder, Executive
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
PeakSpan’s “Do it For Me Automation” Thesis
PeakSpan’s “Do it For Me Automation” Thesis PeakSpan’s “Do it For Me Automation” Thesis
PeakSpan’s Thesis for EvaluAgent
PeakSpan’s Thesis for EvaluAgent PeakSpan’s Thesis for EvaluAgent
PeakSpan’s Top 10 Themes in Customer Experience Management
PeakSpan’s Top 10 Themes in Customer Experience Management PeakSpan’s Top 10 Themes in Customer Experience Management
PeakSpan's Thesis for Tidio
PeakSpan's Thesis for Tidio PeakSpan's Thesis for Tidio
The Data Intelligence Age: PeakSpan’s Integral System of Record Thesis
The Data Intelligence Age: PeakSpan’s Integral System of Record Thesis The Data Intelligence Age: PeakSpan’s Integral System of Record Thesis
Read more perspectives Read more perspectives
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
Abre
Abre Abre
Cyara
Cyara Cyara
Inference
Inference Inference
Kenna Security
Kenna Security Kenna Security
MindBridge
MindBridge MindBridge
Opkey
Opkey Opkey
SOCRadar
SOCRadar SOCRadar
Yodeck
Yodeck Yodeck
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Sanket Merchant
Sanket Merchant Sanket Merchant
Yaseen Abdulridha
Yaseen Abdulridha Yaseen Abdulridha
Charlie Reinkemeyer
Charlie Reinkemeyer Charlie Reinkemeyer
Sam Korman
Sam Korman Sam Korman
Meet our team Meet our team
Meet our team
PEC Spotlight
Hadi Minooei
Founder AI Land & AI Engineer at Google
Joey Rachid
CISO at Xerox
Steven Tamm
Former CTO at Salesforce
Tony Jennings
Former EVP of Revenue at KnowBe4
Alan Rosa
CISO at CVS
Rohini Kasturi
Former EVP of Product at SolarWinds
Parag Agrawal
CIO at GAF (formerly Fanatics CIO)
Ahmad Khan
Former Head of AI/ML Strategy at Snowflake
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
PeakSpan’s Thesis for Abre
PeakSpan’s Thesis for Abre PeakSpan’s Thesis for Abre
PeakSpan’s API Security Outlook
PeakSpan’s API Security Outlook PeakSpan’s API Security Outlook
PeakSpan Infrastructure Software Landscape
PeakSpan Infrastructure Software Landscape PeakSpan Infrastructure Software Landscape
PeakSpan’s Infrastructure Software Outlook
PeakSpan’s Infrastructure Software Outlook PeakSpan’s Infrastructure Software Outlook
The Data Intelligence Age: PeakSpan’s Integral System of Record Thesis
Read more perspectives Read more perspectives
Read more perspectives
Digital Health
Software that helps medical, pharmaceutical, or wellness companies facilitate the coordination and efficiency of care.
Investments
FinPay
FinPay FinPay
Luma Health
Luma Health Luma Health
PetDesk
PetDesk PetDesk
TSOLife
TSOLife TSOLife
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Justin Kelly
Justin Kelly Justin Kelly
Andrew Bartusiak
Andrew Bartusiak Andrew Bartusiak
Nicky Johnson
Nicky Johnson Nicky Johnson
Eavan Murray
Eavan Murray Eavan Murray
Emmie Halter
Emmie Halter Emmie Halter
Meet our team Meet our team
Meet our team
PEC Spotlight
Stacey Seldin
Former CEO at Mariana Tek, Founder of CFH Advisors
Keval Mehta
Senior Director of Product - Chronic Care Programs at Teladoc
Daryl Rolley
Chief Executive Officer, Independent Board Member, Private Equity Advisor
Will Rideout
SVP - Head of Network Development at Aledade, Inc.
Kevin OLeary
VP of Revenue at Ascent CFO Solutions
Kevin Marasco
CMO at Tebra
Claus Jensen
Former Chief Innovation Offiver at Teladoc
Paul Winandy
Former CEO at WebPT, Strategic Advisor
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
PeakSpan’s “Do it For Me Automation” Thesis
How digital solutions will aid in optimizing the healthcare supply chain
How digital solutions will aid in optimizing the healthcare supply chain How digital solutions will aid in optimizing the healthcare supply chain
PeakSpan Capital’s Bet on Patient Financial Management in Behavioral Health
PeakSpan Capital’s Bet on Patient Financial Management in Behavioral Health PeakSpan Capital’s Bet on Patient Financial Management in Behavioral Health
PeakSpan’s Thesis for FinPay
PeakSpan’s Thesis for FinPay PeakSpan’s Thesis for FinPay
The Data Intelligence Age: PeakSpan’s Integral System of Record Thesis
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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
Abre
Abre Abre
Arist
Arist Arist
Bongo
Bongo Bongo
Epignosis
Epignosis Epignosis
Fuel50
Fuel50 Fuel50
Yodeck
Yodeck Yodeck
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Sanket Merchant
Sanket Merchant Sanket Merchant
Yaseen Abdulridha
Yaseen Abdulridha Yaseen Abdulridha
Celia Smith
Celia Smith Celia Smith
Ren Zanze
Ren Zanze Ren Zanze
Meet our team Meet our team
Meet our team
PEC Spotlight
Rob Curtin
Director, Data & AI - Edtech Ecosystem at Microsoft
Dustin Ramsdell
Creator & Host of Higher Ed Geek
Deepak Agarwal
Chief Information Officer at School District of Palm Beach
Greg Gazanian
Chief Strategy and Innovation Officer at Arcadia Unified School District
Adam Garry
Former Senior Director of Education Strategy at DELL
Mindy Frisbee
Former Managing Director, Partnership Development at Partnership on AI
Howard Miller
Chief Information Officer at UCLA Anderson School of Management
David Miyashiro
Superintendent at Cajon Valley School District
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
PeakSpan’s Thesis for Abre
PeakSpan’s Thesis for Abre PeakSpan’s Thesis for Abre
Transforming Higher Ed
Transforming Higher Ed Transforming Higher Ed
ICYMI: PeakSpan’s K-12 EdTech Roundtable
ICYMI: PeakSpan’s K-12 EdTech Roundtable ICYMI: PeakSpan’s K-12 EdTech Roundtable
PeakSpan's EdTech K-12 Landscape
PeakSpan's EdTech K-12 Landscape PeakSpan's EdTech K-12 Landscape
The Data Intelligence Age: PeakSpan’s Integral System of Record Thesis
Read more perspectives Read more perspectives
Read more perspectives
Financial Technology
Software that aims to automate and optimize corporate finance and financial services.
Investments
Finally
Finally Finally
FinPay
FinPay FinPay
PorchPass
PorchPass PorchPass
Simfoni
Simfoni Simfoni
Tapcheck
Tapcheck Tapcheck
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Jack Freeman
Jack Freeman Jack Freeman
Chase Goree
Chase Goree Chase Goree
Eavan Murray
Eavan Murray Eavan Murray
Emmie Halter
Emmie Halter Emmie Halter
Meet our team Meet our team
Meet our team
PEC Spotlight
Fredrick Spalcke
EVP and CPO at Phillips
Paul Glover
Former CFO - Head of Strategic Finance, Legal, Compliance, HR at CellPoint Digital
Bob Solomon
CEO Software Platform Consulting
Dror Shimshowitz
Senior Director of Product Management at Affirm
Brian Radin
Former President at Corpay, Strategic Advisor
Caitlin Ferson
Senior Director of Revenue Operations at Postscript
Barak Sandach
VP of Products at Payoneer
Amit Naik
Distinguished Architect - AI/ML at Calix
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
InsurTech Transforming the Role of Brokers and Agents
InsurTech Transforming the Role of Brokers and Agents InsurTech Transforming the Role of Brokers and Agents
PeakSpan’s Thesis for Tapcheck: Series A Extension
PeakSpan’s Thesis for Tapcheck: Series A Extension PeakSpan’s Thesis for Tapcheck: Series A Extension
The Back Office Infinity Stones Gauntlet — PeakSpan’s Thesis for Finally
The Back Office Infinity Stones Gauntlet — PeakSpan’s Thesis for Finally The Back Office Infinity Stones Gauntlet — PeakSpan’s Thesis for Finally
Digitizing Your Pocket: 50 Stats Underscoring the Emerging Dominance of Digital Wallets
Digitizing Your Pocket: 50 Stats Underscoring the Emerging Dominance of Digital Wallets Digitizing Your Pocket: 50 Stats Underscoring the Emerging Dominance of Digital Wallets
PeakSpan’s B2B Finance Automation Landscape
PeakSpan’s B2B Finance Automation Landscape PeakSpan’s B2B Finance Automation Landscape
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Read more perspectives
Go-to-Market Technology
Software that helps sales and marketing teams raise awareness, identify prospects, and drive leads.
Investments
Aligned
Aligned Aligned
Cognism
Cognism Cognism
Cordial
Cordial Cordial
Dreamdata
Dreamdata Dreamdata
Konnecto
Konnecto Konnecto
Letterhead
Letterhead Letterhead
Rallyware
Rallyware Rallyware
Vyond
Vyond Vyond
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
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Investment Team
Matt Melymuka
Matt Melymuka Matt Melymuka
Andrew Bartusiak
Andrew Bartusiak Andrew Bartusiak
Charlie Reinkemeyer
Charlie Reinkemeyer Charlie Reinkemeyer
Ren Zanze
Ren Zanze Ren Zanze
Meet our team Meet our team
Meet our team
PEC Spotlight
Luke Ferrel
Global Head of Customer Success at Deel
Neej Parikh
Former VP of North American Sales at Zuora
Herb Cunitz
Board Member, CRO & President
James Isaacs
CEO & President, CRO
Pete Daffern
CEO Advisor & Coach, Board Member
Carl Tsukahara
8x Enterprise CMO, Board Member
Kevin Knieriem
Former President at Clari
Mark Kosoglow
Chief Revenue Officer at Docebo
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
PeakSpan Sales Thought Map Series
PeakSpan Sales Thought Map Series PeakSpan Sales Thought Map Series
Sales Technology Thought Map Series: Part 2
Sales Technology Thought Map Series: Part 2 Sales Technology Thought Map Series: Part 2
Sales Technology Thought Map Series (Part 1: Value Proposition Articulation)
Sales Technology Thought Map Series (Part 1: Value Proposition Articulation) Sales Technology Thought Map Series (Part 1: Value Proposition Articulation)
Sales is Ch-Ch-Ch-Ch-Changing - Commissioning Should, Too
Sales is Ch-Ch-Ch-Ch-Changing - Commissioning Should, Too Sales is Ch-Ch-Ch-Ch-Changing - Commissioning Should, Too
The AI for Sales Podcast: An Investors View of the AI for Sales Space on Apple Podcasts
The AI for Sales Podcast: An Investors View of the AI for Sales Space on Apple Podcasts The AI for Sales Podcast: An Investors View of the AI for Sales Space on Apple Podcasts
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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
Boostly
Boostly Boostly
Cloudbeds
Cloudbeds Cloudbeds
Oaky
Oaky Oaky
Salonkee
Salonkee Salonkee
Zingle
Zingle Zingle
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Matt Melymuka
Matt Melymuka Matt Melymuka
Chase Goree
Chase Goree Chase Goree
Cassie Alexe
Cassie Alexe Cassie Alexe
Celia Smith
Celia Smith Celia Smith
Meet our team Meet our team
Meet our team
PEC Spotlight
Gary Gersh
Former President at AEG Presents
Jim Diller
Former Managing Director and Head of Corporate Development at Choice Hotels International
Peter Hofmann
Vice President, Corporate Development (M&A) & Strategy at Expedia Group
Michael Dominguez
President and CEO of Associated Luxury Hotels International, MGM Resorts International
Jim Vitek
Former VP of Restaurant Tech at Yum! Brands
Ford Blakely
Former SVP & General Manager at Medallia
Olivier Thierry
Former Chief Revenue Officer of HungerRush
Jordan Hollander
Co-Founder of Hotel Tech Report
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
PeakSpan's 2024 Restaurant Technology Landscape
PeakSpan's 2024 Restaurant Technology Landscape PeakSpan's 2024 Restaurant Technology Landscape
Short-Term Rental Technology Landscape by AJL Atelier & PeakSpan
Short-Term Rental Technology Landscape by AJL Atelier & PeakSpan Short-Term Rental Technology Landscape by AJL Atelier & PeakSpan
The Data Intelligence Age: PeakSpan’s Integral System of Record Thesis
How Hospitality Tech Companies Can Navigate in the Recover
How Hospitality Tech Companies Can Navigate in the Recover How Hospitality Tech Companies Can Navigate in the Recover
Coronavirus and Economic Uncertainty: Technology Strategies Hoteliers Should Evaluate to Weather the Storm
Coronavirus and Economic Uncertainty: Technology Strategies Hoteliers Should Evaluate to Weather the Storm Coronavirus and Economic Uncertainty: Technology Strategies Hoteliers Should Evaluate to Weather the Storm
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Read more perspectives
Human Capital Management
Software that helps businesses manage and develop their most important asset – their people.
Investments
Arist
Arist Arist
Bongo
Bongo Bongo
Epignosis
Epignosis Epignosis
Fuel50
Fuel50 Fuel50
Kudoboard
Kudoboard Kudoboard
Nectar
Nectar Nectar
Tapcheck
Tapcheck Tapcheck
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Phil Dur
Phil Dur Phil Dur
Charlie Reinkemeyer
Charlie Reinkemeyer Charlie Reinkemeyer
Sam Korman
Sam Korman Sam Korman
Emmie Halter
Emmie Halter Emmie Halter
Meet our team Meet our team
Meet our team
PEC Spotlight
Rob Lauber
Strategic Workplace Learning Advisor
Jon Caldwell
SVP, Chief People Officer at Valvoline Inc.
Tori Termaat
Chief Human Resources Officer at Harley-Davidson
Mark Newman
Former Founder, Chief Customer Officer at HireVue
Steve Turner
Director of Learning and Development at Flowserve
Eric Nelson
CEO & Founder at RevDimensions, LLC
Gianna Driver
Chief People Officer at OpenTable
André Martin
Chief Talent & Learning Officer
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
Investing In Culture — Why Our Thesis for Culture-as-a-Service Platform, Nectar, Rings True to You Today and Tomorrow
Investing In Culture — Why Our Thesis for Culture-as-a-Service Platform, Nectar, Rings True to You Today and Tomorrow Investing In Culture — Why Our Thesis for Culture-as-a-Service Platform, Nectar, Rings True to You Today and Tomorrow
EP #10 | Phil Dur: PeakSpan Capital, GTM Mechanization, Capital Efficiency, Responsible Value Creation, Pragmatic Optimism, Optionality, Alignment, And The Power Of Infectious Charisma
EP #10 | Phil Dur: PeakSpan Capital, GTM Mechanization, Capital Efficiency, Responsible Value Creation, Pragmatic Optimism, Optionality, Alignment, And The Power Of Infectious Charisma EP #10 | Phil Dur: PeakSpan Capital, GTM Mechanization, Capital Efficiency, Responsible Value Creation, Pragmatic Optimism, Optionality, Alignment, And The Power Of Infectious Charisma
How We Work: PeakSpan’s Thesis for HR Tech
How We Work: PeakSpan’s Thesis for HR Tech How We Work: PeakSpan’s Thesis for HR Tech
Our Thesis for Arist
Our Thesis for Arist Our Thesis for Arist
The Data Intelligence Age: PeakSpan’s Integral System of Record Thesis
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Payments Technology
Software that facilitates and optimizes the movement of money between businesses and employees or consumers.
Investments
FinPay
FinPay FinPay
PorchPass
PorchPass PorchPass
Routefusion
Routefusion Routefusion
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Justin Kelly
Justin Kelly Justin Kelly
Cassie Alexe
Cassie Alexe Cassie Alexe
Brooks Reed
Brooks Reed Brooks Reed
Meet our team Meet our team
Meet our team
PEC Spotlight
Marcelo Perez
Former CFO at dLocal
Rose Hall
InsureTech Advisor
Brian Abernethy
Embedded Payments Advisor
Paul Glover
Former CFO at CellPoint Digital
Precy Kwan
FinTech Fractional COO / CEO
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
InsurTech Transforming the Role of Brokers and Agents
PeakSpan’s Thesis for Tapcheck: Series A Extension
PeakSpan’s “Do it For Me Automation” Thesis
Playing Through a Hangover: PeakSpan’s 2023 Payments Outlook
Playing Through a Hangover: PeakSpan’s 2023 Payments Outlook Playing Through a Hangover: PeakSpan’s 2023 Payments Outlook
PeakSpan’s Payments Infrastructure Landscape
PeakSpan’s Payments Infrastructure Landscape PeakSpan’s Payments Infrastructure Landscape
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Read more perspectives
Property Technology
Software that drives impact and improvement in the real estate sector.
Investments
Leasecake
Leasecake Leasecake
Lendware
Lendware Lendware
Lula
Lula Lula
Onboard
Onboard Onboard
PorchPass
PorchPass PorchPass
TraceAir
TraceAir TraceAir
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Kyle Reitinger
Kyle Reitinger Kyle Reitinger
Chase Goree
Chase Goree Chase Goree
Nicky Johnson
Nicky Johnson Nicky Johnson
Ren Zanze
Ren Zanze Ren Zanze
Meet our team Meet our team
Meet our team
PEC Spotlight
Chris Finken
Senior Vice President of Revenue & Marketing at Entrata
Prakash Iyer
Former Senior Vice President, Platform Architecture at Trimble
Brian Balduf
Chairman and Co-Founder of VHT Studios Real Estate Marketing
Brad Hamel
Executive Vice President, Cortland
Rusty Reed
Former CFO, Procore
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
HVAC Field Service: Building The Jobsite of the Future
HVAC Field Service: Building The Jobsite of the Future HVAC Field Service: Building The Jobsite of the Future
PeakSpan’s “Do it For Me Automation” Thesis
Short-Term Rental Technology Landscape by AJL Atelier & PeakSpan
PeakSpan’s Thesis for Leasecake
PeakSpan’s Thesis for Leasecake PeakSpan’s Thesis for Leasecake
The Data Intelligence Age: PeakSpan’s Integral System of Record Thesis
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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
Dispatch
Dispatch Dispatch
PrettyDamnQuick
PrettyDamnQuick PrettyDamnQuick
Sales Layer
Sales Layer Sales Layer
ServiceUp
ServiceUp ServiceUp
ShipHawk
ShipHawk ShipHawk
XOi
XOi XOi
EXPLORE OUR PORTFOLIO PARTNERS EXPLORE OUR PORTFOLIO PARTNERS
EXPLORE OUR PORTFOLIO PARTNERS
Investment Team
Jack Freeman
Jack Freeman Jack Freeman
Yaseen Abdulridha
Yaseen Abdulridha Yaseen Abdulridha
Eavan Murray
Eavan Murray Eavan Murray
Meet our team Meet our team
Meet our team
PEC Spotlight
Neil Neufeld
COO at Misfits Market
Todd Greener
Former EVP and CSCO at Tupperware
Wesley Williams
Senior Supply Chain Manager, Transportation Technology & Services at Amazon
Marc Fariss
Former VP of Customer Strategy & Operations at ServiceTitan
Eytan Buchman
CMO at Freightos
Joe Metzger
Former EVP of Operations at Walmart
Nabil Malouli
SVP Global eCommerce at DHL
Greg Javor
SVP Global Supply Chain Operations at Mattel
Explore Our PEC Explore Our PEC
Explore Our PEC
Perspectives Spotlight
PeakSpan’s Thesis for ServiceUp: A $200B Industry Running on PDFs, Phone Calls, and Friction
PeakSpan’s Thesis for ServiceUp: A $200B Industry Running on PDFs, Phone Calls, and Friction PeakSpan’s Thesis for ServiceUp: A $200B Industry Running on PDFs, Phone Calls, and Friction
HVAC Field Service: Building The Jobsite of the Future
Why E-Commerce Will Kill Retail Sooner Than You Think
PeakSpan’s 2025 E-Commerce Logistics Outlook
We Pretty Damn Quickly Decided To Invest In PDQ: Here’s Why
Read more perspectives Read more perspectives
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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Next Next
John Hamm
CEO Advisor & Coach, Author, Board Member
CEO COACH
Kristi Faltorusso
Chief Customer Officer
CUSTOMER SUCCESS
André Martin
Chief Talent & Learning Officer
LEADERSHIP + PEOPLE
Hope Timberlake
Executive & Comms Coach, Advisor & Author
STRATEGIC COMMS
Pete Daffern
CEO Advisor & Coach, Board Member
CEO COACH
Catherine Stewart
COO, Biz Ops, GTM
SALES
Carl Tsukahara
8x Enterprise CMO, Board Member
MARKETING
Helen Fanucci
Sales Performance & GTM, Author
SALES
Satnam Singh
AI Leader, CPO, CTO
AI & PRODUCT
James Isaacs
CEO & President, CRO
SALES
Herb Cunitz
Board Member, CRO & President
SALES
Sonya Jamula
Alliances & Partnerships Executive
PARTNERSHIPS
John Hamm
CEO Advisor & Coach, Author, Board Member
CEO COACH
Kristi Faltorusso
Chief Customer Officer
CUSTOMER SUCCESS
André Martin
Chief Talent & Learning Officer
LEADERSHIP + PEOPLE
Hope Timberlake
Executive & Comms Coach, Advisor & Author
STRATEGIC COMMS
Pete Daffern
CEO Advisor & Coach, Board Member
CEO COACH
Catherine Stewart
COO, Biz Ops, GTM
SALES
Carl Tsukahara
8x Enterprise CMO, Board Member
MARKETING
Helen Fanucci
Sales Performance & GTM, Author
SALES
Satnam Singh
AI Leader, CPO, CTO
AI & PRODUCT
James Isaacs
CEO & President, CRO
SALES
Herb Cunitz
Board Member, CRO & President
SALES
Sonya Jamula
Alliances & Partnerships Executive
PARTNERSHIPS
John Hamm
CEO Advisor & Coach, Author, Board Member
CEO COACH
Kristi Faltorusso
Chief Customer Officer
CUSTOMER SUCCESS
André Martin
Chief Talent & Learning Officer
LEADERSHIP + PEOPLE
Hope Timberlake
Executive & Comms Coach, Advisor & Author
STRATEGIC COMMS
Pete Daffern
CEO Advisor & Coach, Board Member
CEO COACH
Catherine Stewart
COO, Biz Ops, GTM
SALES
Carl Tsukahara
8x Enterprise CMO, Board Member
MARKETING
Helen Fanucci
Sales Performance & GTM, Author
SALES
Satnam Singh
AI Leader, CPO, CTO
AI & PRODUCT
James Isaacs
CEO & President, CRO
SALES
Herb Cunitz
Board Member, CRO & President
SALES
Sonya Jamula
Alliances & Partnerships Executive
PARTNERSHIPS
Explore the PEC Explore the PEC
Explore the PEC
Learn more about PVC Learn more about PVC
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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$150M Series D
View this Partnership View this Partnership
$500M acquisition
View this Partnership View this Partnership
$188M Series C/D
View this Partnership View this Partnership
$350M PE Recap
View this Partnership View this Partnership
Cisco Acquisition
View this Partnership View this Partnership
$110M Series B/C
View this Partnership View this Partnership
Five9 Acquisition
View this Partnership View this Partnership
$230M PE Recap
View this Partnership View this Partnership
$100M Series D
View this Partnership View this Partnership
$150M Series D
View this Partnership View this Partnership
$500M acquisition
View this Partnership View this Partnership
$188M Series C/D
View this Partnership View this Partnership
$350M PE Recap
View this Partnership View this Partnership
Cisco Acquisition
View this Partnership View this Partnership
$110M Series B/C
View this Partnership View this Partnership
Five9 Acquisition
View this Partnership View this Partnership
$230M PE Recap
View this Partnership View this Partnership
$100M Series D
View this Partnership View this Partnership
$150M Series D
View this Partnership View this Partnership
$500M acquisition
View this Partnership View this Partnership
$188M Series C/D
View this Partnership View this Partnership
$350M PE Recap
View this Partnership View this Partnership
Cisco Acquisition
View this Partnership View this Partnership
$110M Series B/C
View this Partnership View this Partnership
Five9 Acquisition
View this Partnership View this Partnership
$230M PE Recap
View this Partnership View this Partnership
$100M Series D
View this Partnership View this Partnership
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' Meet THE PEOPLE BEHIND 'partner of choice'
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' Meet the people behind 'partner of choice'
Meet the people behind 'partner of choice'