Multi-Family OfficeRIA · CRD 329637

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SCHRAM, LORI

SCHRAM, LORI is a state-registered investment adviser in KANSAS CITY, MO. It manages approximately $8 million in regulatory assets. The firm has 1 employee and...

SCHRAM, LORI

SCHRAM, LORI is a state-registered investment adviser in KANSAS CITY, MO. It manages approximately $8 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

2005

Location

Region

North America

Country

United States

City

Kansas City

Corporate office

New York, NY, United States

Principals

Lori Schram

Founder & Managing Partner

Sector focus

FinTechEnterprise SoftwareDigital HealthConsumer Tech

Frequently asked questions

How does SCHRAM, LORI source proprietary deal flow?

The firm sources primarily through Lori Schram's network of venture capital relationships built over two decades of direct investing. Deal flow comes through co-investor introductions, founder referrals, and relationships with top-tier venture firms where Schram has served as a limited partner or co-investor. The office does not operate a formal outbound sourcing team, relying instead on its principal's personal network and the inbound opportunities generated by reputation.

Does SCHRAM, LORI participate in fund commitments or only direct deals?

The firm focuses almost exclusively on direct deals — venture, growth equity, and select buyout co-investments. While early in its history it allocated to outside venture funds to build relationships, the current model emphasizes direct co-investment alongside those fund managers rather than committing capital to their blind-pool vehicles.

Which sectors does SCHRAM, LORI explicitly avoid?

The firm generally avoids capital-intensive sectors including hardware-heavy deep tech, biotechnology, clean energy manufacturing, and traditional brick-and-mortar retail. The focus remains on asset-light technology businesses in software, data, fintech, and digital consumer platforms.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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