Upshift Partners
Upshift Partners, established in 2014 and based in San Francisco, specializes in accelerating the growth of fast-growing technology startups, particularly in the B2B software-as-a-service (SaaS), marketplaces, and advertising technology sectors. The firm partners with a select number of companies to enhance their sales growth by employing a proven method that includes assessing, designing, engineering, testing, and optimizing sales systems. Upshift Partners invests between $25,000 and $100,000 of its own capital to support these initiatives, with the potential to secure an additional $250,000 from external partners. Once a sales system is established, the firm provides training to ensure that the client’s team can effectively utilize these tools for sustained growth.
Eden Technologies, Inc. is a workplace management platform based in San Francisco, California, that offers a comprehensive suite of software solutions designed to streamline office operations for companies in the United States. Founded in 2001, the platform facilitates various functions, including visitor registration, employee ticketing and helpdesk requests, room booking, and facility maintenance management. Additionally, it supports administrative tasks such as catering, cleaning, corporate events, and IT support. Recently, Eden introduced a COVID Team Safety app to assist teams in safely returning to the office. By enhancing communication and productivity, Eden aims to create a better work environment for employees while enabling organizations to make informed decisions based on data. The company has attracted investments from notable firms, including Y Combinator and Bessemer Venture Partners.
Facet Wealth, Inc. is a financial services firm that specializes in wealth management and financial planning for small accounts. Established in 2016 and based in Baltimore, Maryland, the company offers a range of services including retirement planning, education planning, income tax planning, estate planning, insurance planning, and asset management. Facet Wealth distinguishes itself by providing personalized financial guidance through dedicated Certified Financial Planners on a subscription basis, making financial planning more accessible and affordable. The firm serves a diverse clientele, including professionals, pre-retirees, and retirees, with a focus on enhancing their financial security and overall prosperity.
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