Coldstream

Coldstream Capital Management, Inc. is a privately owned investment management firm founded in 1996 and headquartered in Bellevue, Washington, with an additional office in Portland, Oregon. The firm specializes in providing tailored financial services primarily to high net worth individuals and families, as well as charitable organizations and corporations. Coldstream offers customized portfolio management, sophisticated financial planning, and advisory services for pension and profit-sharing plans. The firm manages a diverse range of client-focused equity and fixed income portfolios, investing in global public equity, fixed income, and alternative investment markets. Its equity investments span companies of various market capitalizations, while fixed income investments include high yield corporate bonds, municipal bonds, and treasuries. Coldstream's alternative investments encompass private equity, hedge funds, real estate partnerships, and commodities. Utilizing a combination of in-house and external research, the firm employs fundamental, technical, and cyclical analysis to inform its investment decisions.

Joe Louis Cervantes

Team Lead, Partner and Relationship Manager

Howard Coleman

Chief Investment Officer and General Counsel

Kevin Michael Fitzwilson

President, Chairman of Board, Team Lead & Board of Directors

Elaine Heller

Partner and Relationship Manager

Vincent Lee

Partner and Director of Wealth Planning

Richard A. Merrifield

Partner and Relationship Manager

Roger Reynolds

Partner and Co-Founder

3 past transactions

WorldMate

Series D in 2012
WorldMate is a global leader in the field of itinerary management and mobile travel services. The WorldMate product and platform are the most sophisticated, comprehensive and widespread mobile travel itinerary management services worldwide. WorldMate has over 10 millions of mobile users and manages millions of itineraries in over 20 languages worldwide. The WorldMate app provides users with a convenient and centralized location for managing all aspects of their travel plans. WorldMate's patent-pending technology, branded TripCatch, automatically identifies (catches) incoming travel-related emails and updates the traveler's itinerary and mobile calendar. The WorldMate app is widely-accessible and can be downloaded on any iOS, Android, BlackBerry or Windows device. It has received numerous industry awards, including 2012 EyeforTravel's Winner of The Best Mobile Travel App ,Android Market Editor's Choice award, 2011 Meffys Best Blockbuster App Winner, the 2010 NBTA/WSJ Business Travel Innovation Award, Engadget Best Apps (for both iPhone and Android), 2009 AlwaysOn Global 250 Winner, ANDREWSEYBOLD Most Innovative Consumer Application, among others. WorldMate works with a wide range of partners, including device manufacturers and travel providers, and markets directly to consumers through a variety of channels and means of distribution. As a testament to our successful business model, WorldMate boasts customers such as travel industry giants American Express Business Travel, as well as Research in Motion (the manufacturer of BlackBerry devices). WorldMate is a privately-held enterprise by the world's largest travel management company, Carson Wagonlit Travel. CWT is a global leader in the managed travel market, and services the travel needs of thousands of client companies. WorldMate, Inc. was founded in 2000. It is headquartered in San Francisco and has an R&D center in Tel Aviv. WorldMate is a small company with the agile dynamics and environment of a start-up, while also being one of the largest direct to consumer Israeli companies. WorldMate is a strong, well-recognized and highly appreciated brand throughout the global mobile and travel industry. With a strong commitment to improvement, our goal is to make WorldMate even bigger and stronger, to reach more users and to make traveling a more effective and efficient experience.

Markette

Series A in 2000
Markette enhances the effectiveness of sales professionals, especially in the area of sales lead generation. They focus exclusively on sellers, the people who are paid everyday to go out and generate their own leads one way or another. The reality is that people who sell for a living will ultimately uncover far more sales leads than all of the lead generation sources combined. In fact, 91 percent of all sales professionals are responsible to some extent for developing their own sales leads. It's no wonder that their customers tell us that sales leads are the most sought after sales resource today. The way they help sales organizations and individuals find and acquire qualified sales leads from one another is through their LeadSwap Network, a shared application that allows small business owners, independent salespeople and corporate sales reps to buy lists, review an aggregated list of hot leads from third party partners, and swap warm leads with one another all from their desktop or mobile device. LeadSwap's unique advantages lie in the network of sales professionals it collects leads from and the exclusive nature of the leads and how acquirers of these leads use the information. Their network is designed to be the destination for sales leads in either a branded, co-branded, or corporate hosted application environment.