FI  Blue Haven Initiative

http://bluehaveninitiative.com/





     Office Locations:

104 Mount Auburn Street
Cambridge, MA 02138

 

Stages:

  • Early
  • Growth


 

Industries:

  • Education & Training
  • Energy & Clean Tech
  • Financial Services
  • Life Sciences & Healthcare
  • Real Estate & Construction

  •  

    Description:

    The Blue Haven Initiative is a family office think tank, looking at how a family and its assets can impact the world and communicate that story to inspire others. Blue Haven Initiative makes investments in companies, funds, and financial products that seek to optimize financial, social and environmental return. The firm has two investment approaches: the Broad Strategy and the Direct Investment Strategy. Within the Broad Strategy, Blue Haven works closely with the Caprock Group, managing a diversified portfolio across all the traditional asset classes, including public equities, fixed income, alternative investments and real assets. Within the Direct Investment Strategy, Blue Haven manages an evergreen portfolio of venture investments directly into for-profit companies that are creating positive social or environmental impact.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Ian Simmons Co-Founder & Principal
    Kelly Escobedo Director of Operations
    Lauren Cochran Director of Private Investments
    Liesel Pritzker Simmons Co-Founder & Principal

     

    Portfolio companies include:


      Althelia


      Builders of Hope


      Crossboundary Energy


      EcoPost


      Ethical Electric
        web link


      GenerateCapital


      Karibu Homes


      Mosaic
        web link


      PaxVax
        web link


      Smart Procure


      The Lyme Timber Company


      Umati Capital


     

    Recent News:


      There is no recent news for Blue Haven Initiative.