ClearVision Equity Partners

ClearVision Equity Partners is a private equity and venture capital firm based in San Diego, California, established in 2017. The firm specializes in investments in start-ups and small growth-oriented companies, primarily focusing on those located in Southern California, while also considering emerging companies in other regions. ClearVision targets various industries, excluding biotechnology and pharmaceuticals, and typically invests in companies with operating profits between $0.25 million and $2 million. The firm makes equity investments ranging from $0.5 million to $3 million, often seeking majority ownership and board participation. ClearVision provides not only capital but also strategic resources to help accelerate company growth and enhance long-term success, leveraging a network of partners and experienced advisors to support its portfolio companies in unlocking their full potential.

Mitch Patridge

Founder

Ryan Zachary

Partner

29 past transactions

Generation Esports

Series B in 2022
Organizer of high school level esports leagues and tournaments intended to help people compete and showcase their abilities. The company's events harness the student's passion for games by bringing seamless, easy, and rewarding esports competition and academics for high school students, enabling sports athletes to enhance grade point averages and have better career prospects.

Concert Health

Series B in 2022
Concert Health, Inc. is a company based in San Diego, California, that specializes in integrating behavioral health services into medical practices. Founded in 2016, it operates an online platform that connects physicians with therapists and psychiatrists, facilitating the integration of screening, therapy, and psychiatric consultations into healthcare workflows. 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, documentation, and billing support. Concert Health aims to enhance the quality of behavioral healthcare through evidence-based practices while enabling physician practices to capitalize on new reimbursement opportunities, particularly under Medicare's Collaborative Care Management framework.

Concert Health

Series A in 2021
Concert Health, Inc. is a company based in San Diego, California, that specializes in integrating behavioral health services into medical practices. Founded in 2016, it operates an online platform that connects physicians with therapists and psychiatrists, facilitating the integration of screening, therapy, and psychiatric consultations into healthcare workflows. 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, documentation, and billing support. Concert Health aims to enhance the quality of behavioral healthcare through evidence-based practices while enabling physician practices to capitalize on new reimbursement opportunities, particularly under Medicare's Collaborative Care Management framework.

Lennd

Convertible Note in 2019
Lennd is a operating system for the event production world. Historically major productions have been managed with spreadsheets and Google Docs. Lennd is rapidly changing the entire production process. We are currently working with some of the most notable event organizations around the globe (i.e. The Enthusiast Network, The Los Angeles Marathon, BWGLive, Gartner, Kaaboo, San Diego Zoo, Wanderlust, etc.) to help them streamline their operations with our platform.

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 based in San Diego, California, that specializes in integrating behavioral health services into medical practices. Founded in 2016, it operates an online platform that connects physicians with therapists and psychiatrists, facilitating the integration of screening, therapy, and psychiatric consultations into healthcare workflows. 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, documentation, and billing support. Concert Health aims to enhance the quality of behavioral healthcare through evidence-based practices while enabling physician practices to capitalize on new reimbursement opportunities, particularly under Medicare's Collaborative Care Management framework.

Tourmo

Seed Round in 2018
Tourmaline Labs, Inc. is a company specializing in the development of cutting-edge software that will collect telematics data through the use of a smart phone. Established in 2014 in San Diego, California, Tourmaline Labs has a team of world-class programmers, and aims to become a leader in providing solutions for mobile phone manufacturers, carriers and app development companies in the U.S. and Europe. The company holds two U.S. patents, which are related to telematics and drive-data collection using a mobile device.

SharesPost

Series C in 2018
SharesPost, Inc. operates an online platform that connects investors with late-stage venture-backed companies and their shareholders, facilitating secondary liquidity and primary capital raising. Founded in 2009 and based in San Francisco, the company has executed over $4 billion in secondary market transactions involving shares of more than 200 technology firms. SharesPost offers a range of trading solutions and investment services designed to enhance shareholder liquidity, including research and online tools for private market transactions. The firm has formed strategic partnerships with notable institutions such as U.S. Bancorp and Bloomberg. Additionally, SharesPost Investment Management, an affiliate of SharesPost, oversees a portfolio of funds that invest in leading private growth companies across various sectors, acting as a Registered Investment Advisor.

Cloudbeds

Venture Round in 2018
Cloudbeds is a vertical SaaS business that creates cloud-based hospitality management software that simplifies the working lives of professional property owners, operators, and employees. It helps with OTAs, payments, reservations, and reporting so its clients can spend time on their most important job, taking care of their guests. Cloudbeds was founded in 2012 and is headquartered in San Diego, California.

Doctible

Seed Round in 2018
Doctible modernizes the private practice and ushers it into the digital era. Our innovations include automated texting, providing traffic alerts to reduce late shows, missed appointment reminders, patient recall for continuum of care, digitizing the practice intake forms and finally providing a deep insight into the patient experience. The end result of these innovations is a staff that is less focused on administrative aspects of running a practice and more focused on patient care which leads to better outcomes.

Slantrange

Convertible Note in 2018
Slantrange, Inc. is a company focused on developing airborne remote sensing and analytics solutions specifically for agriculture. Based in San Diego, California, Slantrange offers products such as the SL4000c calibrated multispectral imaging system, which assesses crop conditions from lightweight aircraft, including fixed-wing and multicopter configurations. Additionally, the company provides SLANTVIEW, a data processing and visualization suite that helps users interact with and understand the data generated by the imaging system. Slantrange's analytics capabilities convert raw multispectral sensor data into actionable information layers, offering insights into crop status, health trajectories, and projected performance. This information aids growers and agricultural input suppliers in making informed decisions regarding crop management. Founded in 2013, Slantrange combines advanced technology and data science to address the complex needs of modern agriculture.

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
Inbound Content Marketing

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.

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
Tourmaline Labs, Inc. is a company specializing in the development of cutting-edge software that will collect telematics data through the use of a smart phone. Established in 2014 in San Diego, California, Tourmaline Labs has a team of world-class programmers, and aims to become a leader in providing solutions for mobile phone manufacturers, carriers and app development companies in the U.S. and Europe. The company holds two U.S. patents, which are related to telematics and drive-data collection using a mobile device.

Tourmo

Seed Round in 2017
Tourmaline Labs, Inc. is a company specializing in the development of cutting-edge software that will collect telematics data through the use of a smart phone. Established in 2014 in San Diego, California, Tourmaline Labs has a team of world-class programmers, and aims to become a leader in providing solutions for mobile phone manufacturers, carriers and app development companies in the U.S. and Europe. The company holds two U.S. patents, which are related to telematics and drive-data collection using a mobile device.

Cloudbeds

Series B in 2017
Cloudbeds is a vertical SaaS business that creates cloud-based hospitality management software that simplifies the working lives of professional property owners, operators, and employees. It helps with OTAs, payments, reservations, and reporting so its clients can spend time on their most important job, taking care of their guests. Cloudbeds was founded in 2012 and is headquartered in San Diego, California.

Cloudbeds

Series B in 2017
Cloudbeds is a vertical SaaS business that creates cloud-based hospitality management software that simplifies the working lives of professional property owners, operators, and employees. It helps with OTAs, payments, reservations, and reporting so its clients can spend time on their most important job, taking care of their guests. Cloudbeds was founded in 2012 and is headquartered in San Diego, California.

Doctible

Seed Round in 2017
Doctible modernizes the private practice and ushers it into the digital era. Our innovations include automated texting, providing traffic alerts to reduce late shows, missed appointment reminders, patient recall for continuum of care, digitizing the practice intake forms and finally providing a deep insight into the patient experience. The end result of these innovations is a staff that is less focused on administrative aspects of running a practice and more focused on patient care which leads to better outcomes.

Doctible

Seed Round in 2017
Doctible modernizes the private practice and ushers it into the digital era. Our innovations include automated texting, providing traffic alerts to reduce late shows, missed appointment reminders, patient recall for continuum of care, digitizing the practice intake forms and finally providing a deep insight into the patient experience. The end result of these innovations is a staff that is less focused on administrative aspects of running a practice and more focused on patient care which leads to better outcomes.

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.

Tourmo

Seed Round in 2017
Tourmaline Labs, Inc. is a company specializing in the development of cutting-edge software that will collect telematics data through the use of a smart phone. Established in 2014 in San Diego, California, Tourmaline Labs has a team of world-class programmers, and aims to become a leader in providing solutions for mobile phone manufacturers, carriers and app development companies in the U.S. and Europe. The company holds two U.S. patents, which are related to telematics and drive-data collection using a mobile device.

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.

Cloudbeds

Convertible Note in 2017
Cloudbeds is a vertical SaaS business that creates cloud-based hospitality management software that simplifies the working lives of professional property owners, operators, and employees. It helps with OTAs, payments, reservations, and reporting so its clients can spend time on their most important job, taking care of their guests. Cloudbeds was founded in 2012 and is headquartered in San Diego, California.

SharesPost

Convertible Note in 2017
SharesPost, Inc. operates an online platform that connects investors with late-stage venture-backed companies and their shareholders, facilitating secondary liquidity and primary capital raising. Founded in 2009 and based in San Francisco, the company has executed over $4 billion in secondary market transactions involving shares of more than 200 technology firms. SharesPost offers a range of trading solutions and investment services designed to enhance shareholder liquidity, including research and online tools for private market transactions. The firm has formed strategic partnerships with notable institutions such as U.S. Bancorp and Bloomberg. Additionally, SharesPost Investment Management, an affiliate of SharesPost, oversees a portfolio of funds that invest in leading private growth companies across various sectors, acting as a Registered Investment Advisor.
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