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

Revenue >$5mm

growth

Gross Margins > 40%

growth

Minority Growth Thru Buyout

Industries

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Data + AI

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, Controle, Stitch, Lev Digital and Cognizant.

Chris Sheffert
Chris Sheffert

Managing Director and Founder

Dan Rudolph pic
Dan Rudolph

Operating Advisor

Advisory Board

Rich Lyons
Dan O'Keefe
Kevin Barnicle
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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.

Investments

Contact Us

2078 Prospector Ave, #7
Park City, Utah 84060

Chris Sheffert
Managing Director