Dylan Swanson

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

H.I.G. Capital LLC (H.I.G Capital) is a private equity division of H.I.G. Capital LLC founded in 1993 by Sami W Mnaymneh and Anthony A Tamer. The firm is headquartered in Miami, Florida with offices in Europe, Latin America and Middle East.

Harvest Partners LP (Harvest Partners) is a private equity firm founded in 1981 by Harvey Wertheim and Harvey Mallement. The firm is headquartered in New York.

Dorato Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Steven TeSelle in 2000. DCM provides asset management and investment planning to a variety of clients. Through separate accounts, the firm offers investment portfolios customized to meet their clients' unique needs.

El Pomar Foundation engages in the provision of grant making services, community stewardship, and leadership development programs. The company was founded by Spencer Penrose and Julie Penrose in 1937 and is headquartered in Colorado Springs, CO.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA.

The Social+Capital Partnership LLC (Social Capital) is a venture capital firm founded in 2011 by Chamath PalihapitIya, Ted Maidenberg and Mamoon Hamid. The firm is headquartered in Menlo Park, California.

CIP Fund Management LLC (CIP Capital) is a private equity subsidiary of Compass Advisers Group LLC founded in 2010. The firm is headquartered in New York.

Colorado Capital Management, Inc. (CCM) is a registered independent investment adviser headquartered in Boulder, Colorado and was founded in 2000. CCM provides investment advisory services for individuals, high net worth individuals, families, trusts, corporations, foundations and other charitable organizations. Their services include investment analysis, allocation of investments, quarterly portfolio statements and ongoing monitoring services for the portfolio.

CR Group LP (CRG) is a venture capital firm founded in 2003 by Charles Tate. The firm is headquartered in Houston, Texas.

Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients.

The Deming Center Venture Fund(Venture Capital) (DCVF) is a venture capital firm founded in 2009. The firm is headquartered in Boulder, Colorado.

Protector Forsikring ASA (Investment Management) is the investment portfolio division of Protector Forsikring ASA (FRA: PR4), headquartered in Oslo, Norway. The firm was founded by Jostein Sørvoll in 2003 and they deliver land based insurance to commercial and public sector, and distribute their products through insurance brokers.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Breakthrough Energy Investment LLC (Breakthrough Energy Ventures) a venture capital arm of Breakthrough Energy LLC was founded in 2016 by Bill Gates. The firm is headquartered in Boston, Massachusetts.

Innosphere Advisors Inc (Innosphere Ventures) is a venture capital firm founded in 1998. The firm is headquartered in Fort Collins, Colorado.

Kando Environmental Sevices Ltd. develops end-to-end wastewater treatment solutions. Its solution allows water utilities and industrial customers, for the first time, the ability to detect, track and anticipate pollution events in real-time. The company was founded in 2011 and is headquartered in Zichron Yaakov, Israel.

Purpose Built Ventures LLC (Purpose Built Ventures) is a venture capital firm founded in 2018 by Miles Lasater. The firm is headquartered in San Francisco, California.

Equiam LLC (Equiam) is a private equity firm founded in 2017 by Ziad Makkawi and Najam Kidwai. The firm is headquartered in San Francisco, California.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Sales Benchmark Index, Inc. engages in the provision of consulting, insights, research, and advisory services. The firm offers revenue growth methodology, sales strategy, pricing strategy, revenue growth assessment, product insights, and customer success insights. The company was founded by Aaron Bartels, Greg Alexander, and Mike Drapeau in 2006 and is headquartered in Dallas, TX.

Pathway Bioventures LLC (Pathway Bioventures) is a venture capital firm founded in 2018 by Daniel Jacobs. The firm is headquartered in Chicago, Illinois.

Eden Block Labs Ltd (Eden Block Labs Ltd) is a venture capital firm founded in 2017 by Lior Messika. The firm is headquartered in Israel.

Tailor-Ed Ltd. develops math lesson platform. It offers personalized learning experiences. The company was founded by Maayan Yavne and Yael Haramaty and is headquartered in San Francisco, CA.

Genda Tech is an Israeli construction technology company that provides a job site digital manager to help decision makers utilize existing data for real-time decision making and establish performance benchmarks for trade teams. Genda Tech is based in Tel Aviv, Israel and was founded by Shai Levy, Eyal Kulik, and Dror Erez. The company's system of resource monitoring does not require wearables, costly gateways, or complex installations. Dror Erez has been the CEO since incorporation.

nZero Labs, Inc. operates technology-enabled financial platform that provides loan financing services. The company is headquartered in San Francisco, CA.

Deal Box Ventures (Deal Box Ventures) is a venture capital subsidiary of Dealbox, Inc. founded in 2021 by Thomas Carter. The firm is headquartered in Carlsbad, California.