Private EquityRIA · CRD 305863SEC-RegisteredPrivate Fund Adviser

Updated:

Vested

Daniel Simon's Vested invests directly in early-stage and growth-stage enterprise software, fintech, and digital health companies from Weston, Florida.

Vested logo

Vested

Vested is an SEC-registered investment adviser with offices in Weston, Florida, registered since 2021.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Weston

Corporate office

Weston, FL, United States

Principals

Daniel Simon

founder

Sector focus

Enterprise SoftwareFinTechDigital HealthAI/ML

Frequently asked questions

Who makes investment decisions at Vested?

Daniel Simon, the founder, leads investment decisions at Vested. The firm operates with a concentrated, founder-led structure, and Simon's involvement is central to both sourcing and capital allocation. Vested has not disclosed additional senior investment professionals or an investment committee structure.

What investment stages does Vested typically target?

Vested targets early-stage through late-stage growth rounds, including seed, Series A, and expansion-stage investments. The firm's disclosed strategy includes both startup and growth-stage opportunities, with capital deployed across a company's lifecycle when Vested has initial early involvement.

Which sectors does Vested explicitly prioritize?

Vested focuses on enterprise software, fintech, digital health, and artificial intelligence. The firm seeks technology-enabled business models and avoids sectors outside its core expertise. There is no public record of the firm investing in hard-asset, industrial, or consumer-packaged-goods categories.

Is Vested a fund or does it invest deal-by-deal?

Vested invests on a deal-by-deal basis, typically through special purpose vehicles rather than a single committed fund structure. Limited partners subscribe to individual investments alongside the general partner, a model that provides flexibility in capital deployment and tighter alignment on each transaction.

Where does Vested invest geographically?

Vested's disclosed investment focus is North America, with a concentration on United States-based technology companies. The firm is based in Weston, Florida, and draws its deal flow primarily from domestic startup ecosystems.

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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