Proficio Capital Partners
Overview
Proficio Capital Partners is a manager of both liquid and illiquid financial assets operating under the direct oversight of family trustees or administrators . The firm provides services in the areas of financial planning, investment management, risk management, estate, and tax planning, and administrative services and reporting . They employ an opportunistic approach to diversification through a combination of asset classes and securities using internally and externally managed investment vehicles .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Vecna Robotics | Nov 2024 | Series C Extension | Co-investor |
| Renew Energy Partners | Oct 2017 | Debt | Co-investor |
| Kitchen Hub | Dec 2021 | VC Round | Lead |
Key People
Matthew Wosk
CEO Partner
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Proficio Capital Partners based?
Proficio Capital Partners is headquartered in Newton, Massachusetts, United States.
When was Proficio Capital Partners founded?
Proficio Capital Partners was founded in 2014.
How many portfolio companies does Proficio Capital Partners have?
Proficio Capital Partners has 3 portfolio companies in Caplight's dataset.
What are some companies in Proficio Capital Partners's portfolio?
Portfolio companies visible on Caplight include Vecna Robotics, Renew Energy Partners, Kitchen Hub.
What was Proficio Capital Partners's most recent investment shown here?
Proficio Capital Partners's most recent investment in this portfolio sample was in Vecna Robotics in 2024.
What sectors does Proficio Capital Partners focus on?
Proficio Capital Partners focuses on Energy & Sustainability, Frontier & Industrial Tech, Consumer & Commerce, Mobility, Transportation & Logistics, Real Estate & PropTech, Real Estate & PropTech.
What company stages does Proficio Capital Partners focus on?
Proficio Capital Partners typically invests at the Mid stage.
What is Proficio Capital Partners's AUM?
Proficio Capital Partners's assets under management are estimated between $1.0B and $10.0B.