Palo Alto Partners

Sep 29, 2024

Fund:

Palo Alto Partners is a seed-stage investment firm that supports Bay Area and UCLA-based medical, law, and business graduate students. The firm focuses on ventures in medtech, fintech, and consumer-facing sectors, allocating 80% to concentrated investments and 20% to diversified ones.

General Partner:

Robert Mowry is a senior management consultant and an instructor for UCLA Extension's Blockchain Technology Management Certificate Program. He is also the founder of the Venture Society at UCLA Law and leads workshops for Early Stage LA. With a strong technical background as a developer and technical project manager, Mr. Mowry collaborates with family offices and venture groups investing in emerging technology markets. Additionally, he contributes tech news articles for Palo Alto Partners.

Team:

Network:

Palo Alto Partners works with the Venture Society at UCLA Law to connect with the brightest graduate students at UCLA. We provide funding to support their innovative ideas and initiatives. Additionally, we assist them in developing agile prototypes that can attract exits through our banking partners and strategic buyers.

Through the Venture Society, we organize engaging dinners, Early Stage LA workshops focused on the venture journey, and panels featuring prominent industry professionals from Los Angeles. Recently, our discussions have centered around Family Office Executiveships and the evolving dynamics of NIL (Name, Image, and Likeness) laws. These sessions delve into the implications of these laws within the changing landscape of the college ecosystem.

Banking:
In addition to connecting portfolio companies within our focused portfolio to three clients, we leverage our banking relationships to secure lines of credit with favorable long-term terms. This approach ensures they have quick access to strategic capital for agile growth, eliminating the need for a new funding round each year to remain viable.

How We Help Each Portfolio Company:

Find 3+ revenue-generating clients.
Connect with banking partners prepared to lend six-figure amounts at 10k MRR.
For B2B deals (our preferred approach), conduct thorough research on 80% of potential partners and gather their information to initiate outreach.
Suggest a process-oriented workflow designed to achieve specific outcomes.
Integrate AI tools to minimize process inefficiencies while maintaining an excellent customer experience.
Conduct code audits prior to the MVP rollout.

Syndicate:
We provide syndicate investment opportunities for accredited investors interested in lean start-ups that target a 1:1 burn-to-revenue ratio by Series A and prioritize achieving maximum profitability through efficient, recurring profit processes. Fund investors benefit from carry-free investments.

Palo Alto