Proficio Capital Partners
Newton, Massachusettsproficiocap.com
Overview
Proficio Capital Partners is a manager of both liquid and illiquid financial assets operating under the direct oversight of family trustees or administrators . The firm provides services in the areas of financial planning, investment management, risk management, estate, and tax planning, and administrative services and reporting . They employ an opportunistic approach to diversification through a combination of asset classes and securities using internally and externally managed investment vehicles .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Vecna Robotics | Nov 2024 | Series C Extension | Co-investor |
| Vecna Robotics | Jun 2024 | Series C | Co-investor |
| Vecna Robotics | Jan 2022 | Series C | Co-investor |
| Kitchen Hub | Dec 2021 | VC Round | Lead |
| Renew Energy Partners | Oct 2017 | VC Round | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.