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Next Phase Capital

Next Phase Capital

Nashville, Tennesseenextphasecapital.com

Overview

Next Phase Capital is a growth investment firm and family office established by BrightStar Care Founder Shelly Sun Berkowitz that provides strategic investment and hands-on guidance to founder-led businesses, particularly franchises and mission-driven companies.

Portfolio Companies

2

Investments

Next Phase Capital investments
CompanyDateStageLead
Forge IndustriesJul 2026Early FundingLead
Clementine's Naughty & Nice CreameryMar 2026VC RoundLead

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersNashville, Tennessee
Year FoundedN/A

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