David Ulrich Overview
- Firm
- Luminate Capital...
- Primary Position
-
Partner
- Primary Industry
-
Information Technology
- Active Board Seats
-
7
David Ulrich General Information
Biography
Mr. David Ulrich serves as Partner at Luminate Capital Partners. He serves as Board Member at Compliance & Risks and Ease. He served as Board Member at Revalize and Financial Information Technologies. He also served as an Associate at Mainsail Partners. He serves as a Board Member at Axonify, Conexiom, and Quantivate. He joined Mainsail Partners in 2013 and is responsible for sourcing and executing new investments. Prior to joining Mainsail, he was an Investment Banking Analyst in the Technology Group at RBC Capital Markets in New York. He serves as Board Member at StarCompliance, Thought Industries, and AutoQuotes. While at RBC, he advised on transactions in the software, internet, financial technology, and communications technology verticals. He received his B.A. in Economics with Honors and M.A. in Finance from Claremont McKenna College.
Contact Information
Address
- 1 Letterman Drive
- Suite CM 500
- San Francisco, CA 94129
- United States
David Ulrich Positions (1)
| Firm name | Firm type | Title | Location | Industry | Since |
|---|---|---|---|---|---|
| Luminate Capital Partners | Investor | Partner | San Francisco, CA | PE/Buyout |
David Ulrich Board Seats (7)
| Company | Industry | Ownership Status | Financing Status | Location | Since |
|---|---|---|---|---|---|
| Axonify | Business/Productivity Software | Privately Held (backing) | Private Equity-Backed | Waterloo, Canada | |
| Compliance & Risks | Business/Productivity Software | Privately Held (backing) | Private Equity-Backed | Cork, Ireland | |
| Conexiom | Business/Productivity Software | Privately Held (backing) | Private Equity-Backed | Vancouver, Canada | |
| Ease (San Clemente) | Business/Productivity Software | Privately Held (backing) | Private Equity-Backed | San Clemente, CA | |
| Quantivate | Business/Productivity Software | Acquired/Merged (Operating Subsidiary) | Private Equity-Backed | Woodinville, WA |
David Ulrich Lead Partner on Deals (2)
David Ulrich has been the lead partner on 2 deals. Their latest deal was with AbsenceSoft, a business/productivity software company. The deal was made on 17-Sep-2024.
| Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
|---|---|---|---|---|---|---|
| AbsenceSoft | 17-Sep-2024 | Buyout/LBO | Completed | Business/Productivity Software | Golden, CO | |
| Compliance & Risks | 12-Jul-2021 | Completed | Business/Productivity Software | Cork, Ireland |
David Ulrich Network (54)
Board Members (33)
| Name | Company | Representing | Location | From |
|---|---|---|---|---|
| Scott Kingsfield | Axonify | Luminate Capital Partners | Waterloo, Canada | |
| Scott Kingsfield | Conexiom | Luminate Capital Partners | Vancouver, Canada | |
| Quantivate | Luminate Capital Partners | Woodinville, WA | ||
| Financial Information Technologies | Luminate Capital Partners | Tampa, FL | ||
| Compliance & Risks | Compliance & Risks | Cork, Ireland |
Portfolio Executives (19)
| Name | Company | Role | Deal date | Location |
|---|---|---|---|---|
| Phillip Hodge | AbsenceSoft | Chief Revenue Officer & Chief Sales Officer | 17-Sep-2024 | Golden, CO |
| Seth Turner | AbsenceSoft | Co-Founder & Chief Strategy Officer | 17-Sep-2024 | Golden, CO |
| AbsenceSoft | Chief Executive Officer, President & Board Member | 17-Sep-2024 | Golden, CO | |
| AbsenceSoft | Chief Executive Officer | 17-Sep-2024 | Golden, CO | |
| AbsenceSoft | Chief Customer Officer | 17-Sep-2024 | Golden, CO |
Fund Team Members (2)
| Name | Investor | Fund | Fund Location |
|---|---|---|---|
| Luminate Capital Partners | San Francisco, CA | ||
| Luminate Capital Partners | San Francisco, CA |
David Ulrich Affiliated Funds (1)
| Fund | Investor | Fund Type | Status | Vintage | Size | Dry Powder | IRR | IRR Quartile |
|---|---|---|---|---|---|---|---|---|
| Luminate Capital Partners II | Luminate Capital Partners | Buyout | Closed | 2019 |
David Ulrich FAQs
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Who is David Ulrich?
Mr. David Ulrich serves as Partner at Luminate Capital Partners.
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How much does David Ulrich typically invest?
David Ulrich's median deal size is .
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What is David Ulrich’s main position?
David Ulrich’s primary position is Partner.
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What are the contact details for David Ulrich?
David Ulrich’s email address is da and his phone number is +1 (415) .
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How many active board seats does David Ulrich hold?
David Ulrich holds 7 board seats including Axonify, Compliance & Risks, Conexiom, Ease (San Clemente), and Quantivate.
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