Summit image

Investing in People

bicycle racers

Investing as a Team

Path image

Investing as Partners
Summit image

Investing in People

bicycle racers

Investing as a Team

Path image

Investing as Partners

Investing in People

We invest in people… people who want to accelerate growth and embrace change. We focus on long-term value, invest on behalf of successful entrepreneurs, operators and investors, and seek management teams that share our values of building long-term and trusted relationships, pursuing personal and professional growth, and setting and achieving bold goals.

Our Focus

growth

EBITDA between
$1mm - $8mm

growth

EBITDA margins > 10%

growth

Lead Majority or Minority Equity

Industries

security

Cybersecurity

cloud computing

Cloud

medical

Healthcare/IT

digital marketing

Marketing Services

Our Approach

teams

Identify and partner with strong management teams

networking

Apply Inoca’s vast network to introduce potential new clients/customers

best in class

Leverage world-class board members to work with and mentor management

Investing as a Team

Our team uniquely combines industry-recognized strategic, operational and financial experience with a track record of value creation - having successfully led the growth of Gallup, Quickbooks, Stanford's Graduate School of Business, Lyons Consulting Group, Lev Digital, Controle, etc.

Chris Sheffert

Managing Director and Founder of Inoca
Svoboda Capital Partners
Manchester Companies
MBA, Stanford GSB

312.857.4271
csheffert@inocacapital.com

Chris Sheffert

Chris Sheffert

Managing Director and Founder of Inoca
Svoboda Capital Partners
Manchester Companies
MBA, Stanford GSB

312.857.4271
csheffert@inocacapital.com

Chris Sheffert

Managing Director and Founder

Dan Rudolph

Operating Advisor
Seasoned Silicon Valley tech executive
Secured first 1mm customer for Quickbooks
Led Stanford's GSB as COO

Dan Rudolph pic

Dan Rudolph

Operating Advisor
Seasoned Silicon Valley tech executive
Secured first 1mm customer for Quickbooks
Led Stanford's GSB as COO

Dan Rudolph

Operating Advisor

Advisory Board

Rich Lyons

Rich is the founder and former CEO of Lyons Consulting Group, the foremost leader in digital customer experience and Salesforce Commerce Cloud. Rich built Lyons Consulting Group into the #1 Salesforce Commerce partner and successfully sold the company to CapGemini in 2017. He remained at CapGemini until 2021 where he ran the global commerce business and managed partners and alliances.

Rich Lyons

Rich is the founder and former CEO of Lyons Consulting Group, the foremost leader in digital customer experience and Salesforce Commerce Cloud. Rich built Lyons Consulting Group into the #1 Salesforce Commerce partner and successfully sold the company to CapGemini in 2017. He remained at CapGemini until 2021 where he ran the global commerce business and managed partners and alliances.

Rich Lyons

Dan O'Keefe

Dan is a proven sales and business leader in the Data & Analytics consulting ecosystems with 30+ years of experience building, growing and leading technology advisory and data & analytics businesses in both large, global firms and entrepreneurial start-ups. Dan most recently was Chief Revenue Officer for Aspirent Consulting, where he led a world-class, 250 member data & analytics business, which led to a successful exit to NTT Data.

Dan O'Keefe

Dan is a proven sales and business leader in the Data & Analytics consulting ecosystems with 30+ years of experience building, growing and leading technology advisory and data & analytics businesses in both large, global firms and entrepreneurial start-ups. Dan most recently was Chief Revenue Officer for Aspirent Consulting, where he led a world-class, 250 member data & analytics business, which led to a successful exit to NTT Data.

Dan O'Keefe

Kevin Barnicle

Kevin is the founder and former CEO of Controle, a leading information governance and data security consultancy focused on its partnership with Microsoft. At Controle, Kevin was responsible for the corporate vision, strategy, and execution. Kevin led the successful sale to Epiq in 2018 where he remained leading that practice until 2022. 

Kevin Barnicle

Kevin is the founder and former CEO of Controle, a leading information governance and data security consultancy focused on its partnership with Microsoft. At Controle, Kevin was responsible for the corporate vision, strategy, and execution. Kevin led the successful sale to Epiq in 2018 where he remained leading that practice until 2022. 

Kevin Barnicle

Michael Burton

Michael is the founder and CEO of Stitch and former CEO of Lev Digital. Stitch is helping organizations better leverage Braze and Twilio. Michael built Lev into the #1 Salesforce Marketing Cloud consultancy, drove strategic vision and rapid growth, and oversaw its successful exit to Cognizant in 2020. 

Michael Burton photo

Michael Burton

Michael is the founder and CEO of Stitch and former CEO of Lev Digital. Stitch is helping organizations better leverage Braze and Twilio. Michael built Lev into the #1 Salesforce Marketing Cloud consultancy, drove strategic vision and rapid growth, and oversaw its successful exit to Cognizant in 2020. 

Michael Burton

Investing as Partners

Through partnering with management teams that know their business, leveraging our own experiences, and our commitment to employees, we seek to be the preferred partner for business owners who are committed to growth and seeking liquidity.

Current Investments

Past Investments