Private EquityRIA · CRD 305863Exempt Reporting AdviserPrivate Fund Adviser

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Vested

Vested provides startup employees with funding to exercise their stock options. It sends cash to cover exercise costs, estimated taxes, and fees in exchange...

Vested logo

Vested

Vested provides startup employees with funding to exercise their stock options. It sends cash to cover exercise costs, estimated taxes, and fees in exchange for a portion of the exercised shares, with no out-of-pocket expense. Vested also offers liquidity pathways for already-owned shares and valuation tools such as the Vestimate.

General information

Firm type

Private Equity

Year founded

2019

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.

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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