Proficio Capital Partners

Proficio Capital Partners is a multi-family office based in Newton, Massachusetts, established in 2014. The firm specializes in managing both liquid and illiquid financial assets with a focus on creating tailored investment portfolios. Proficio employs an opportunistic approach to diversification by actively allocating a mix of asset classes and securities, utilizing both internally and externally managed investment vehicles. The company offers a comprehensive suite of services, including investment management, estate and tax planning, wealth transfer strategies, and risk management. Additionally, Proficio assists families with administrative services, proactive tax planning, multi-generational planning, and the implementation of family governance, ensuring a holistic approach to managing their financial affairs.

Bob Haber

Co-Founder, Partner, Chief Investment Officer and Member of the Investment Committee

4 past transactions

Vecna Robotics

Series C in 2024
Vecna Robotics, Inc. specializes in developing and marketing autonomous mobile robots aimed at enhancing logistics and material handling operations. Founded in 2018 and headquartered in Waltham, Massachusetts, the company offers advanced solutions, including automated material handling, hybrid fulfillment, and workflow optimization. Its flagship product, Pivot.al, is a multi-agent AI-based orchestration engine that continuously analyzes operational conditions and adjusts processes to ensure optimal performance among all team members. Additionally, Vecna provides Beacon, which integrates software updates, data analytics, and remote operations to analyze data collected from its robots. By focusing on workflows rather than just robot functionality, Vecna Robotics aims to revolutionize productivity in commercial settings, allowing clients to adapt operations seamlessly to changing market demands.

Vecna Robotics

Series C in 2022
Vecna Robotics, Inc. specializes in developing and marketing autonomous mobile robots aimed at enhancing logistics and material handling operations. Founded in 2018 and headquartered in Waltham, Massachusetts, the company offers advanced solutions, including automated material handling, hybrid fulfillment, and workflow optimization. Its flagship product, Pivot.al, is a multi-agent AI-based orchestration engine that continuously analyzes operational conditions and adjusts processes to ensure optimal performance among all team members. Additionally, Vecna provides Beacon, which integrates software updates, data analytics, and remote operations to analyze data collected from its robots. By focusing on workflows rather than just robot functionality, Vecna Robotics aims to revolutionize productivity in commercial settings, allowing clients to adapt operations seamlessly to changing market demands.

Renew Energy Partners

Venture Round in 2017
Renew Energy Partners, LLC is dedicated to enhancing energy efficiency and sustainability for commercial, industrial, and institutional clients. Established in 2013 and headquartered in Boston, Massachusetts, the company specializes in developing and financing energy efficiency projects that modernize outdated systems in buildings. Its services encompass the replacement of inefficient systems, such as boilers, lighting, and HVAC, with energy-efficient alternatives, as well as the installation of clean energy generation systems like solar panels and combined heat and power. Renew Energy Partners focuses on retrofitting a variety of building types, including multi-family residences, assisted living facilities, hotels, hospitals, commercial offices, manufacturing sites, and educational institutions. By leveraging innovative financing structures, the company enables clients to reduce energy costs and improve overall conditions for tenants and employees while contributing to climate change mitigation efforts.

Bond

Seed Round in 2015
Bond, established in 2019, is a venture capital firm specializing in supporting visionary founders of high-growth internet companies. Led by Mary Meeker, Mood Rowghani, and Noah Knauf, the firm provides backing and guidance to these entrepreneurs throughout their companies' lifecycle, from innovation to growth. Bond was spun out from the Kleiner Perkins Digital Growth Fund.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.