InvestCloud, Inc.

InvestCloud, Inc.

InvestCloud, Inc.

Date Founded



Pacific Design Center,70 North San Vicente Boulevard,Suite G05,West Hollywood, CA 90069

Type of Company


Employees (Worldwide)

251 - 500


Computer Software
IT Consulting & Services
Accounting & Financial Services
Human Resources & Personnel Services
Holding Companies
Internet Software & Services

Company Description

InvestCloud, Inc. develops software application. It specializes in applications with regards to client communications, client management, designs, and platforms. The company as founded by Colin Close, Vicent Sos Munoz, Yaela Shamberg, Jules Bowden, Smith A. Michael and John Wise in 2010 and is headquartered in West Hollywood, CA.

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Executives & Employees

President & Co-Founder

Chief Product Officer & Co-Founder

Group Chief Executive Officer

Chief Financial Officer

Chief Technology Officer

Chief Information Officer

Chief Strategy Officer

Head of Professional Services Tampa

Head of Product

Head of Compliance

Board of Directors

Founding Partner at Motive Capital Management LLC

Founding Partner at Financial Technology Ventures Management Co. LLC

Paths to InvestCloud, Inc.
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InvestCloud, Inc.
Recent Transactions
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InvestCloud, Inc. purchases rplan Ltd.

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InvestCloud, Inc. raised money in a private placement transaction

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InvestCloud, Inc. raised money in a private placement transaction

Transaction Advisors
Investment Advisor

Advised onInvestCloud, Inc. raised money in a private placement transaction

Advisors & Consultants

Principal at JM Search & Co.


Commonfund is an institutional investment firm that delivers solutions for strategic investors within both the nonprofit and pension investment communities. Commonfund was founded in 1969 with a two-part mission, to create investment solutions for nonprofits that previously did not have the scale and access to the best managers. As importantly, our charter was to also create educational programs that would bring the current best investment practices to institutional investors of all sizes and segments. Insight that has helped grow fund values during an increasingly challenging investment environment. Commonfund has changed and grown dramatically since that time--expanding both our investment solution offerings and the client segments we serve. Yet, our mission has remained the same: to enhance the financial resources of our clients and to improve the investment management practices of our clients. Today, Commonfund manages over $24 billion1 for nearly 1,500 institutions with a focus on three primary activities: Outsourced solutions Alternative investment strategies Private capital Our only business is investment management and we are active in all sectors of the global capital markets - in both public and private markets.

Non-Profit Donations & Grants
$5,000 - $10K
$5,000 - $10K
Details Hidden

Motive Capital invests in companies located in the US. The firm targets companies operating in the fields of financial technology. It provides financing for buyout capital requirements and makes both control & minority investments.

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Clearlake Capital invests in lower middle companies located in the US. The firm focuses on investments across a variety of industries including software & technology, energy & industrials, food & consumer services. The firm provides financing in the form of equity and debt for buyouts, corporate divestitures, recapitalizations and reorganizations. It invests in both private and public companies.

Details Hidden

Chief Product Officer & Co-Founder at InvestCloud, Inc.

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