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.
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 specializes in personalized financial planning services. The company offers comprehensive solutions tailored to individual needs and goals, focusing on various aspects of a client's financial life, including investments, retirement planning, and tax strategies. By leveraging advanced technology, Facet Wealth aims to streamline the financial planning process, making it more efficient and accessible for clients. The company emphasizes a holistic approach to financial advice, ensuring that all relevant factors are considered in the planning process. Through its innovative services, Facet Wealth strives to enhance the client experience and facilitate informed decision-making in personal finance.
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