Ethos Capital Company Overview and Investment Strategy

Ethos Capital is a private investment firm that focuses on providing capital to companies in the education technology sector. They have a unique investment strategy that sets them apart from other investors.

Ethos Capital was founded in 2018 by Raul Fernandez, a seasoned investor with a strong background in education technology. Fernandez's vision for the company was to create a platform that could provide long-term capital to companies in the education technology space.

Ethos Capital's investment strategy is centered around providing capital to companies that are transforming the education sector through technology. They look for companies that have a strong track record of innovation and growth.

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Ethos Capital made news in 2020 for trying to purchase the .org domain.

The company's founders, Erik Brooks and Fadi Chehadé, failed to acquire the rights due to ICANN voting against the sale.

Erik Brooks had previously been managing partner at Abry Partners, where he oversaw the sale of Donuts and Afilias to Ethos.

In 2022, Afilias and Donuts were merged into a single company, Identity Digital.

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Ethos Capital's Executive Team is led by seasoned professionals with a wealth of experience in operations and marketing.

Kate Reilly serves as the Chief Operating Officer, bringing 28 years of experience to the table.

She provides leadership, vision, and compliance to the strategic planning process, stimulates new ideas, and evaluates the financial impact of new business opportunities.

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Erik Brooks is the Founder and Managing Partner of Ethos Capital LLC.

Erik Brooks co-founded Ethos in 2020 alongside Fadi Chehade.

Brent Stone has also joined Ethos as a Managing Partner, alongside Erik Brooks and Fadi Chehade.

Brent Stone brings over 25 years of experience, having completed investments with combined enterprise values of over $20 billion across multiple industries.

Fadi Chehade added that Brent Stone brings deep domain expertise and a vast network of industry relationships to Ethos.

Erik Brooks commented that he has seen firsthand how Brent Stone develops innovative investment theses in targeted sectors and partners with management teams to support their vision.

Brent Stone is excited to join the Ethos team and continue the work of building a world-class organization dedicated to adding value at all stages of the investment process.

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Kate Reilly serves as the Chief Operating Officer for Ethos, bringing 28 years of experience to the role.

With a background in operations and marketing, Kate provides leadership and vision to the strategic planning process at Ethos. She works closely with the Executive Team and trusted 3rd party providers to oversee venture fund operations and investor relations.

Kate's experience includes serving as Chief Operating Officer at PPB Capital Partners LLC, where she was instrumental in the firm's success.

In her current role, Kate is relied upon to propose streamlined and effective ways of doing business to minimize risk, improve operational efficiencies, and provide transparency to investors.

Ethos Capital is known for its investment strategy, which focuses on acquiring and growing companies in the education technology sector. They have made several significant investments in this space.

Their investment approach is centered around the concept of "growth equity", which involves providing capital to companies that are looking to scale and expand their operations. This approach has allowed them to support companies that are making a meaningful impact in the education technology space.

One notable investment made by Ethos Capital is in the company 2U, which provides online education solutions to universities and other institutions.

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Ethos Capital LP acquired Newforma, a leading collaboration platform for the architecture, engineering, and construction industry.

Newforma provides project information management and building information modeling collaboration solutions to customers across the AECO industry.

Based in Boston, Newforma enables AECO stakeholders to effectively engage in a complex ecosystem while fueling productivity, reducing risk, and delivering projects on budget and on time.

Ethos Capital's team of Executive Partners is uniquely positioned to support Newforma in accelerating product development, cloud migration, and delivering incremental value to clients.

Brock Philp, chief executive officer of Newforma, is thrilled to partner with Ethos Capital to continue delivering innovative technologies and products that connect the AECO ecosystem.

The partnership will leverage Ethos' sector-specific operating expertise to launch Newforma's new cloud-based collaboration platform.

Gregg Monastiero, executive partner at Ethos Capital, believes Newforma will continue to provide immense value to users by enabling coordination and information sharing amongst industry stakeholders.

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Anthony joined Ethos in 2021, focusing on investing in early to late-stage businesses. He brings valuable experience from his previous role at ICONIQ Capital, where he invested in notable companies like Datadog and Zoom.

Anthony's background in valuation consulting at Frank, Rimerman + Co. gave him a unique understanding of early to pre-IPO stage startups, particularly in B2B SaaS and other tech industries.

Anthony graduated from Occidental College with a BA in Economics and English, where he was a standout rugby player and mentor for a non-profit focused on youth development through rugby.

Anthony's experience in investment management at an RIA acquired by First Republic also prepared him for his current role at Ethos.