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

Founder, Chief Investment Officer and Partner

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. Founded in 2018 and based in Waltham, Massachusetts, the company offers a range of solutions, including automated material handling, hybrid fulfillment, and workflow optimization. Its flagship product, Pivot.al, is an AI-based orchestration engine that continuously analyzes operational states to optimize team performance. Additionally, Vecna Robotics provides Beacon, a solution that combines software updates, data analytics, and remote operations to enhance the functionality of its robots. By focusing on workflows rather than solely on robotic technology, Vecna Robotics ensures that all components of its systems work in harmony, allowing clients to adapt their processes efficiently to meet 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. Founded in 2018 and based in Waltham, Massachusetts, the company offers a range of solutions, including automated material handling, hybrid fulfillment, and workflow optimization. Its flagship product, Pivot.al, is an AI-based orchestration engine that continuously analyzes operational states to optimize team performance. Additionally, Vecna Robotics provides Beacon, a solution that combines software updates, data analytics, and remote operations to enhance the functionality of its robots. By focusing on workflows rather than solely on robotic technology, Vecna Robotics ensures that all components of its systems work in harmony, allowing clients to adapt their processes efficiently to meet changing market demands.

Renew Energy Partners

Venture Round in 2017
Renew Energy Partners, LLC specializes in energy efficiency project development and financing solutions aimed at helping commercial, industrial, and institutional entities modernize their buildings. Founded in 2013 and based in Boston, Massachusetts, the company focuses on replacing outdated systems with energy-efficient alternatives, such as advanced boilers, lighting, HVAC systems, and insulated building shells. Additionally, it facilitates the installation of clean energy generation systems, including solar and combined heat and power. Renew Energy Partners supports a variety of sectors, providing retrofitting solutions for multi-family residences, assisted living facilities, hotels, restaurants, hospitals, commercial offices, manufacturing sites, and educational institutions. The company utilizes funds from impact investors to finance comprehensive energy and water efficiency projects, enabling clients to reduce energy costs and enhance the overall environment for tenants and employees.

Bond

Seed Round in 2015
Bond is a venture capital firm that focuses on supporting visionary founders of high-growth Internet companies through various stages of innovation and growth. Established in January 2019 as a spinout of the Kleiner Perkins Digital Growth Fund, Bond was co-founded by Mary Meeker, Mood Rowghani, Noah Knauf, and Juliet de Baubigny. The firm aims to empower entrepreneurs by providing the necessary resources and guidance to navigate the complexities of building successful businesses in the digital landscape.
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.