Qualified Intermediary Capital Advisors

Storm Ventures is an early-stage venture capital firm based in Menlo Park, California, specializing in B2B software investments. With over 23 years of experience, the firm has successfully helped numerous founders navigate the journey from inception to industry leadership, focusing on disruptive startups in sectors such as enterprise infrastructure, cybersecurity, and artificial intelligence. The company's approach to unlocking growth is likened to a surfer catching a wave, emphasizing the transition from effortful paddling to effortless surfing. Storm Ventures fosters a vibrant community of founders, providing valuable resources and partnerships aimed at scaling growth and achieving significant milestones in their business journeys. Generated from the website

Summit Financial Group, located in San Ramon, CA, is dedicated to enriching the lives of its clients, offering comprehensive wealth management and financial planning services tailored to individual needs. Their experienced team provides strategies for investment management, risk assessment, and estate planning, ensuring that clients receive personalized guidance at every stage of their financial journey. With a strong focus on collaboration, Summit Financial Group serves a diverse clientele, including business owners, corporate executives, families, and foundations. Their commitment to understanding client aspirations and building effective strategies is complemented by a suite of resources aimed at helping individuals achieve financial independence and legacy planning. Generated from the website

Welcome to Passport CapitalPassport Capital LLC is a San Francisco based, global investment firm founded by John H. Burbank III in 2000. The firm manages approximately $4.4 billion in assets. Passport's investment process uses a combination of macroeconomic analyses to develop major themes and rigorous fundamental research on individual companies to create global portfolios. The firm's investment team focuses on the following areas: Agriculture, Basic Materials, Consumer, Energy, Financial Services, Healthcare, Capital Markets, Internet / Technology, India and Middle East & North Africa. As appropriate, the firm makes available to its investors co-investment opportunities.Passport Capital is a federally registered investment advisor with the United States Securities and Exchange Commission.