Portola Creek Capital
Status
ACTIVE
Global HQ
San Francisco, United States
Countries of investment
- USA
Investment stages
- Seed
- Series A
- Series B
Industries
About
Portola Creek Capital is a distinguished wealth management firm specializing in impact investing, dedicated to aligning investment portfolios with the personal values and aspirations of its clients. By actively voting proxies and engaging with corporations, Portola Creek Capital seeks to drive meaningful corporate change and promote sustainability. Their comprehensive suite of services encompasses sustainable investments, tax consulting, and personalized financial planning, ensuring that clients can achieve their financial goals while making a positive impact on society and the environment. With a commitment to transparency and integrity, Portola Creek Capital empowers clients to invest in a future that reflects their ethical beliefs.
Portola Creek Capital is a distinguished wealth management firm specializing in impact investing, dedicated to aligning investment portfolios with the personal values and aspirations of its clients. By actively voting proxies and engaging with corporations, Portola Creek Capital seeks to drive meaningful corporate change and promote sustainability. Their comprehensive suite of services encompasses sustainable investments, tax consulting, and personalized financial planning, ensuring that clients can achieve their financial goals while making a positive impact on society and the environment. With a commitment to transparency and integrity, Portola Creek Capital empowers clients to invest in a future that reflects their ethical beliefs.
Investment Thesis
Portola Creek Capital aligns investment portfolios with personal values, focusing on sustainability, climate change action, and social equity.
Manager's Experience
Bringing extensive expertise in the technology and consumer sectors, the fund manager has successfully executed over 50 transactions across North America and Europe. Their strategic approach emphasizes a data-driven investment style, focusing on early-stage opportunities that align with emerging market trends. The manager has achieved notable exits, contributing to a strong track record of value creation and robust returns. This operator-first mindset facilitates deep partnerships with portfolio companies, enhancing growth potential and operational efficiency.
Portola Creek Capital Contacts Information
Secondary contact
Team
Todd Wilson
Cynthia Lor