Upshift Partners

Upshift Partners is a technology company established in 2014 and headquartered in San Francisco, California. It specializes in designing and building systems for businesses, focusing primarily on software-as-a-service, marketplaces, and advertising technology. The company analyzes existing systems, processes, and teams to enhance customer acquisition strategies. Their design services encompass a range of tools and methodologies, including the development of telephone scripts, email templates, sales processes, and automation systems. By implementing tailored strategies and tools, Upshift Partners aims to facilitate the growth of technology startups and optimize their operational efficiency.

Gabriel Luna-Ostaseski

Founder and CEO

2 past transactions

Eden

Series B in 2019
Eden offers a flexible workplace software solution, catering to modern companies by providing on-demand office support for various needs. The company has secured investments from prominent venture capital firms such as Y Combinator, Bessemer Venture Partners, and JLL, reflecting its potential in the market.

Facet

Series A in 2018
Facet Wealth is a financial technology company that delivers personalized financial planning services tailored to the specific needs and goals of individuals. The company emphasizes comprehensive advice that encompasses various aspects of a client’s financial life, such as investments, retirement planning, and tax strategies. By leveraging advanced technology, Facet Wealth seeks to streamline the financial planning process, making it more efficient and accessible for clients. In a different domain, Facet Decision Systems offers scenario-based decision support solutions through a multi-disciplinary team of software developers and decision support specialists. Established in 1991, this division focuses on creating and deploying planning software and web-based tools that assist clients in developing scenario models for effective decision-making. Their consulting services provide insights on optimizing decision outcomes by illustrating the impacts of different choices, thereby enabling clients to navigate complex scenarios and make informed decisions.
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