Kern Whelan Capital Portfolio

Kern Whelan Capital Portfolio Summary

Kern Whelan Capital’s most common sectors for investment areinternet software and services (50%) and communications (17%) . The Firm’s most common investment types include growth capital (50%) and venture (34%). In total, Kern Whelan Capital has invested in 3 US states.

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Portfolio Summary

  • Total Sectors Invested 4
  • Total Countries Invested 1

Kern Whelan Capital

Kern Whelan Capital LLC

60 East Sir Francis Drake Blvd., Suite 302,
Larkspur, California 94939
United States
(415) 685-0628
www.kernwhelan.com
info@kernwhelan.com

All (14) Current (0) Exited (14)
Status Dates Company Description
Investment    Exit       
Exited 2015-10-13 2021-02-02 InvestCloud
Internet Software and Services
West Hollywood, California
www.investcloud.com
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers, and asset services companies. InvestCloud was founded in 2010 and is based in West Hollywood, California.

Acquired From Val Sold To Val
- - Clearlake Capital PE , Motive Partners PE -

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