Milestone Partners – Startup Investor Profile

General Info

Location: 555 East Lancaster Ave.
Country: United States of America
Industries: Financial Solutions, Technology
Investment Regions:
Investment Stages: late-stage

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🤖 AI Activity Report

Status: very-active

AI Reasoning: Milestone Partners announced an investment in Set Forth, LLC (“FORTH”) on October 28, 2025. That investment occurred less than 3 months before the reference date, so the investor is categorized accordingly. The startup/company invested: Set Forth, LLC (“FORTH”).

Here are the thresholds established for the different statuses:
Not Active – No known investments in the last 12 months.
Low Activity – Only known investments between the last 12 and 6 months.
Active – Known investments between the last 6 and 3 months.
Very Active – Known investments in the last 3 months.

Team Members

Name
Role
Email
LinkedIn
Adam …
Partner
Dyana …
Associate, Business Development
David …
Partner
Gwen …
Vice President and Controller
James …
Principal

Warm Intros from Portfolio Companies


Founder

Founder

Founder

Founder

Founder

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