ClearVision Equity Partners

ClearVision Equity Partners is a private equity and venture capital firm established in 2017 and headquartered in San Diego, California. The firm focuses on investing in start-ups, early-stage, post-seed stage, and growth capital opportunities across various industries, excluding biotechnology and pharmaceuticals. ClearVision primarily targets companies located in Southern California, with some investments in emerging businesses from other regions. It typically invests between $0.5 million and $3 million, aiming for operating profits between $0.25 million and $2 million, while often seeking majority ownership and board participation. In addition to capital, ClearVision provides its portfolio companies with valuable resources and expertise, drawing from a wide network of partners in areas such as marketing, finance, and legal services to enhance their competitive edge and foster long-term success.

Ryan Zachary

Partner

28 past transactions

Welby Health

Seed Round in 2023
Welby Health is a technology-driven service provider specializing in case management for healthcare professionals. The company offers a platform that facilitates proactive population health management, utilizing dedicated nurse case managers and evidence-based care plans to effectively identify and manage at-risk patients with chronic health conditions. By employing advanced remote technology, Welby Health enhances patient engagement and enables healthcare providers to optimize care delivery. Its services focus on leveraging reimbursement opportunities associated with Remote Monitoring, Chronic Care Management, and virtual care, thereby generating revenue for clients and improving clinical outcomes. The approach aims to support healthcare providers in navigating the complexities of modern healthcare while simultaneously reducing overall care costs.

Generation Esports

Series B in 2022
Generation Esports is a company that offers a platform designed for schools, businesses, clubs, and communities to engage in esports competitions. It specializes in organizing high school-level esports leagues and tournaments, providing students a structured environment to compete and demonstrate their skills. By aligning esports with academic pursuits, Generation Esports aims to harness students' enthusiasm for gaming, fostering an engaging experience that not only enhances their competitive abilities but also supports improved academic performance. The company focuses on creating seamless and rewarding esports experiences, ultimately helping students boost their grade point averages and enhance their career prospects.

Concert Health

Series B in 2022
Concert Health, Inc. is a company that develops and operates an online platform designed to connect physicians with therapists and psychiatrists, facilitating the integration of behavioral health services into primary care practices. Founded in 2016 and headquartered in San Diego, California, the company provides a range of services including remote clinical staffing with behavioral care managers and psychiatric consultants, as well as tools for registry, screening, workflow management, and reimbursement. Concert Health emphasizes evidence-based care by assisting medical groups in implementing shared care plans that address both physical and mental health needs. By working closely with primary care teams, Concert Health aims to enhance the quality of behavioral health care through effective documentation and billing support, ultimately improving patient outcomes.

High School Esports League

Venture Round in 2022
High School Esports League is a gaming competition for high school pupils. Through organized competition and academics, the organization leverages students' passion for video games, resulting in higher engagement, higher GPAs, and higher attendance, all while fighting for college scholarships each season. HSEL is a high school esports pioneer because of its STEM.org approved programs, scholarships, and tournament platform, which provide high schools with the information and resources needed to positively influence students through competitive gaming.

Zesty.io

Debt Financing in 2021
Zesty.io is a cloud-based web content management system (WCMS) that streamlines the creation and management of digital content across various platforms, including websites, mobile applications, and IoT devices. Established in 2010 and headquartered in San Diego, California, the company provides a solution that automates essential tasks such as search engine optimization, infrastructure scaling, and content distribution. Zesty.io's platform is particularly beneficial for mid-market and enterprise brands, offering a low-risk opportunity to enhance global distribution and customer engagement. Its services have been successfully utilized by notable clients, including Sony Electronics and Rocket League. By enabling brand marketing teams to build content-rich websites, Zesty.io helps businesses engage their customers more effectively and accelerate sales.

Concert Health

Series A in 2021
Concert Health, Inc. is a company that develops and operates an online platform designed to connect physicians with therapists and psychiatrists, facilitating the integration of behavioral health services into primary care practices. Founded in 2016 and headquartered in San Diego, California, the company provides a range of services including remote clinical staffing with behavioral care managers and psychiatric consultants, as well as tools for registry, screening, workflow management, and reimbursement. Concert Health emphasizes evidence-based care by assisting medical groups in implementing shared care plans that address both physical and mental health needs. By working closely with primary care teams, Concert Health aims to enhance the quality of behavioral health care through effective documentation and billing support, ultimately improving patient outcomes.

Lennd

Convertible Note in 2019
Lennd is an innovative event management platform designed to transform the event production process, which has traditionally relied on spreadsheets and Google Docs. By collaborating with prominent event organizations worldwide, such as The Enthusiast Network and the Los Angeles Marathon, Lennd aims to streamline operations for its users. The platform facilitates the collection, approval, management, tracking, and reporting of critical data related to people, operations, and resources involved in various events. This enhances communication and transparency within teams, ultimately improving the efficiency and effectiveness of event management.

Quality Reviews

Convertible Note in 2019
Quality Reviews, Inc., based in New York City, specializes in enhancing patient and employee engagement within the healthcare sector. Founded by experienced healthcare providers and entrepreneurs, the company has developed a digital engagement platform that includes its flagship product, RateMyHospital®. This proprietary software allows healthcare organizations to capture and analyze real-time feedback from patients and employees, empowering them to voice their opinions easily. The platform aims to streamline communication and reduce administrative burdens, ultimately minimizing workforce burnout. By automating the feedback process, Quality Reviews enables hospitals, outpatient clinics, accountable care organizations, and health insurance companies to concentrate on delivering high-quality care while fostering a supportive environment for both patients and staff.

Concert Health

Seed Round in 2019
Concert Health, Inc. is a company that develops and operates an online platform designed to connect physicians with therapists and psychiatrists, facilitating the integration of behavioral health services into primary care practices. Founded in 2016 and headquartered in San Diego, California, the company provides a range of services including remote clinical staffing with behavioral care managers and psychiatric consultants, as well as tools for registry, screening, workflow management, and reimbursement. Concert Health emphasizes evidence-based care by assisting medical groups in implementing shared care plans that address both physical and mental health needs. By working closely with primary care teams, Concert Health aims to enhance the quality of behavioral health care through effective documentation and billing support, ultimately improving patient outcomes.

Tourmo

Seed Round in 2018
Tourmo is a technology company founded in 2014 and based in San Diego, California, that specializes in developing advanced software solutions for telematics data collection via smartphones. With a focus on automating manual processes, Tourmo utilizes artificial intelligence to simplify the complexities associated with transportation workforces, vehicles, and network fleets. The company's platform delivers contextualized business intelligence and real-time decision-making capabilities, enabling organizations to enhance their operational efficiency and support their critical networks of personnel, vehicles, customers, and partners. Tourmo holds two U.S. patents related to telematics and drive-data collection, positioning itself as a leader in providing innovative solutions for mobile phone manufacturers, carriers, and app development companies in the U.S. and Europe.

SharesPost

Series C in 2018
SharesPost, Inc. operates an online platform that connects investors with late-stage venture-backed companies and their shareholders, focusing on facilitating secondary liquidity and raising primary capital. Founded in 2009 and based in San Francisco, the company has executed over $4 billion in secondary market transactions involving shares from more than 200 prominent technology companies. In addition to its trading solutions, SharesPost offers data feeds and third-party research services to enhance the investment experience in the private growth asset class. The company has established strategic partnerships with notable organizations such as U.S. Bancorp, Bloomberg, and Wedbush Securities, further solidifying its position in the market.

Cloudbeds

Venture Round in 2018
Cloudbeds is a hospitality management software developer headquartered in San Diego, California, founded in 2012. The company offers an integrated, cloud-based platform designed to simplify operations for independent hoteliers and hosts. Its all-in-one hotel management system provides real-time, two-way integration with various distribution channels, alongside property, payment, and revenue management services. By empowering clients in the hospitality industry with advanced technology, Cloudbeds enables them to enhance revenue, streamline operations, and improve guest experiences.

Doctible

Seed Round in 2018
Doctible Inc. is a software-as-a-service company based in San Diego, California, specializing in patient engagement and back-office workflow automation for healthcare practices. Founded in 2013, Doctible provides a comprehensive platform that enhances the digital presence of healthcare providers. Its innovations include automated texting, appointment reminders, patient recall systems, and digitized intake forms. These features help reduce administrative burdens, allowing healthcare staff to concentrate more on patient care, ultimately leading to improved healthcare outcomes. By streamlining interactions between patients and providers, Doctible enables healthcare practices to save time, increase revenue, and enhance the overall patient experience.

SlantRange

Convertible Note in 2018
SlantRange, Inc. specializes in airborne remote sensing and analytics solutions tailored for agricultural intelligence applications. Based in San Diego, California, the company offers products such as the SL4000c calibrated multispectral imaging system, which captures crop conditions via lightweight aircraft, and SLANTVIEW, a suite for processing and visualizing the data generated by this imaging system. SlantRange's technology translates raw multispectral sensor data into actionable information layers, providing insights into crop status, health trajectories, and expected performance. This enables growers and agricultural input suppliers to make informed decisions based on accurate assessments of crop conditions. Founded in 2013, SlantRange employs proprietary technologies to address complex agricultural data challenges and enhance precision farming practices.

Trak

Series A in 2018
Sandstone Diagnostics is a Bay Area biotech company developing instruments and consumables for point-of-care medical testing. Sandstone’s lead product, Trak, is a consumer semen analysis platform that provides a simple and accurate way to monitor sperm quality from the comfort of home. Trak is a tool for men to take charge of their fertility, boost their sperm quality, and improve their chances of conception. Sandstone was co-founded in 2012 by Ph.D. scientists developing medical technologies for national defense applications at Sandia National Laboratories.

41 Orange

Series A in 2018
41 Orange is a provider of inbound marketing services that specializes in creating campaigns aimed at delivering qualified audience opportunities. The company develops integrated marketing programs that automate workflows and assist in identifying qualified leads. By focusing on attracting visitors to client websites, 41 Orange helps convert these visitors into leads and nurtures them through the sales process. Ultimately, the company aims to establish a referral engine that enhances client growth and engagement.

Zesty.io

Seed Round in 2017
Zesty.io is a cloud-based web content management system (WCMS) that streamlines the creation and management of digital content across various platforms, including websites, mobile applications, and IoT devices. Established in 2010 and headquartered in San Diego, California, the company provides a solution that automates essential tasks such as search engine optimization, infrastructure scaling, and content distribution. Zesty.io's platform is particularly beneficial for mid-market and enterprise brands, offering a low-risk opportunity to enhance global distribution and customer engagement. Its services have been successfully utilized by notable clients, including Sony Electronics and Rocket League. By enabling brand marketing teams to build content-rich websites, Zesty.io helps businesses engage their customers more effectively and accelerate sales.

Tourmo

Seed Round in 2017
Tourmo is a technology company founded in 2014 and based in San Diego, California, that specializes in developing advanced software solutions for telematics data collection via smartphones. With a focus on automating manual processes, Tourmo utilizes artificial intelligence to simplify the complexities associated with transportation workforces, vehicles, and network fleets. The company's platform delivers contextualized business intelligence and real-time decision-making capabilities, enabling organizations to enhance their operational efficiency and support their critical networks of personnel, vehicles, customers, and partners. Tourmo holds two U.S. patents related to telematics and drive-data collection, positioning itself as a leader in providing innovative solutions for mobile phone manufacturers, carriers, and app development companies in the U.S. and Europe.

The Crack Shack

Venture Round in 2017
The Crack Shack Enterprises, LLC operates a restaurant and bar based in San Diego, California, which was incorporated in 2016. The establishment specializes in fine-casual dining, offering a menu that features premium fried chicken, egg-inspired dishes, salads, sandwiches, bowls, side dishes, and cookies. In addition to its dine-in services, The Crack Shack also provides catering services for events, ensuring a diverse range of delicious options for its customers.

Cloudbeds

Series B in 2017
Cloudbeds is a hospitality management software developer headquartered in San Diego, California, founded in 2012. The company offers an integrated, cloud-based platform designed to simplify operations for independent hoteliers and hosts. Its all-in-one hotel management system provides real-time, two-way integration with various distribution channels, alongside property, payment, and revenue management services. By empowering clients in the hospitality industry with advanced technology, Cloudbeds enables them to enhance revenue, streamline operations, and improve guest experiences.

Doctible

Seed Round in 2017
Doctible Inc. is a software-as-a-service company based in San Diego, California, specializing in patient engagement and back-office workflow automation for healthcare practices. Founded in 2013, Doctible provides a comprehensive platform that enhances the digital presence of healthcare providers. Its innovations include automated texting, appointment reminders, patient recall systems, and digitized intake forms. These features help reduce administrative burdens, allowing healthcare staff to concentrate more on patient care, ultimately leading to improved healthcare outcomes. By streamlining interactions between patients and providers, Doctible enables healthcare practices to save time, increase revenue, and enhance the overall patient experience.

Luna Grill

Private Equity Round in 2017
Luna Grill, founded in 2004, operates a chain of restaurants that specializes in authentic Mediterranean cuisine. The menu features a variety of fresh-to-order dishes, including signature kabob plates, gourmet salads, hummus, falafel, wraps, and desserts, complemented by craft beer and wine. Each item is made from scratch daily, ensuring high-quality meals served with genuine cutlery and tableware in a contemporary setting. Positioned as a blend of fast casual and full-service dining, Luna Grill aims to offer a unique dining experience that emphasizes wholesome, feel-good fare across its locations in Southern California and Texas.

Trak

Convertible Note in 2017
Sandstone Diagnostics is a Bay Area biotech company developing instruments and consumables for point-of-care medical testing. Sandstone’s lead product, Trak, is a consumer semen analysis platform that provides a simple and accurate way to monitor sperm quality from the comfort of home. Trak is a tool for men to take charge of their fertility, boost their sperm quality, and improve their chances of conception. Sandstone was co-founded in 2012 by Ph.D. scientists developing medical technologies for national defense applications at Sandia National Laboratories.

Tourmo

Seed Round in 2017
Tourmo is a technology company founded in 2014 and based in San Diego, California, that specializes in developing advanced software solutions for telematics data collection via smartphones. With a focus on automating manual processes, Tourmo utilizes artificial intelligence to simplify the complexities associated with transportation workforces, vehicles, and network fleets. The company's platform delivers contextualized business intelligence and real-time decision-making capabilities, enabling organizations to enhance their operational efficiency and support their critical networks of personnel, vehicles, customers, and partners. Tourmo holds two U.S. patents related to telematics and drive-data collection, positioning itself as a leader in providing innovative solutions for mobile phone manufacturers, carriers, and app development companies in the U.S. and Europe.

Cloudbeds

Convertible Note in 2017
Cloudbeds is a hospitality management software developer headquartered in San Diego, California, founded in 2012. The company offers an integrated, cloud-based platform designed to simplify operations for independent hoteliers and hosts. Its all-in-one hotel management system provides real-time, two-way integration with various distribution channels, alongside property, payment, and revenue management services. By empowering clients in the hospitality industry with advanced technology, Cloudbeds enables them to enhance revenue, streamline operations, and improve guest experiences.

SharesPost

Convertible Note in 2017
SharesPost, Inc. operates an online platform that connects investors with late-stage venture-backed companies and their shareholders, focusing on facilitating secondary liquidity and raising primary capital. Founded in 2009 and based in San Francisco, the company has executed over $4 billion in secondary market transactions involving shares from more than 200 prominent technology companies. In addition to its trading solutions, SharesPost offers data feeds and third-party research services to enhance the investment experience in the private growth asset class. The company has established strategic partnerships with notable organizations such as U.S. Bancorp, Bloomberg, and Wedbush Securities, further solidifying its position in the market.

ClearPath ADM

Seed Round in 2017
ClearPath ADM, LLC is a digital marketing services company based in San Diego, California, established in 2016. The firm specializes in a range of services, including email marketing, marketing automation, analytics, paid advertising, and direct response copywriting. ClearPath ADM focuses on delivering comprehensive digital marketing solutions to help businesses enhance their online presence and engage effectively with their target audiences.

Sandstone Diagnostics

Convertible Note in 2017
Sandstone Diagnostics, Inc. is a technology and healthcare company based in Pleasanton, California, founded in 2012. The company specializes in developing medical products and research tools focused on male fertility management. Its notable offerings include the Torq ZDrive, which separates blood cells from liquid plasma at the point of collection, and the Torq Microvolume Rotor, a remote blood sampling device for diagnostic testing. Sandstone also manufactures the Trak fertility system, which consists of an engine, a disposable test plate, a sample collection cup, and a dropper, allowing men to monitor their sperm quality and enhance their fertility potential. Additionally, the company provides a mobile application that allows users to track fertility statistics over time, identify potential fertility issues, and take proactive steps to improve their reproductive health. Through these innovations, Sandstone Diagnostics aims to empower individuals to manage their fertility from the comfort of their own homes.
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