Blue Haven Initiative
Status
ACTIVE
Global HQ
United States
Countries of investment
- USA
- United Kingdom
- Israel
- Germany
- Singapore
- Austria
Investment stages
- Pre-Seed
- Seed
Industries
- FinTech
- Logistics
- Healthcare
- Climate Tech/Clean Tech
About
Blue Haven Initiative is a forwardthinking family office committed to leveraging Theyalth to achieve both competitive financial returns and positive social and environmental outcomes. By adhering to high standards in their investment strategies, they aim to maximize financial performance while delivering public benefit. Their diversified investment portfolio spans various asset classes, including public equities, fixedincome holdings, private equity, and direct investments.
Blue Haven Initiative is a forwardthinking family office committed to leveraging Theyalth to achieve both competitive financial returns and positive social and environmental outcomes. By adhering to high standards in their investment strategies, they aim to maximize financial performance while delivering public benefit. Their diversified investment portfolio spans various asset classes, including public equities, fixedincome holdings, private equity, and direct investments.
Investment Thesis
Blue Haven Initiative is an innovative family office dedicated to putting Theyalth to work for competitive returns and positive social and environmental change. Investing with high standards to maximize financial performance and public benefit, it manages a diversified investment portfolio across asset classes, from public equities and fixedincome holdings to private equity and direct investments.
Team
Lauren Cochran Managing Director
Kelly Escobedo Managing Director Operations
Beverly Hellner Operations Coordinator
Ian Simmons CoFounder & Principal
Liesel Simmons CoFounder
Kelly Escobedo Executive Vice President
Lauren Cochran Investment Committee Member
Nick Panagiotou Operations Assistant
Portfolio
CrossBoundary
Field
MKOPA Solar
Paystack
PEG
Shortlist
Twiga Foods
Zoona