Mark Ullman

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General Partner at Charter Oak Equity ManagementListed on SEC Form ADVWestport, United States
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Check Size

Not yet known

Reliability Score

🎯100% of deals in Other
📉Pace slowed from 2 to 1 deals (2015→2016)

Investment Timeline

SmartCareOS
Board seat (SEC Form D)Source
Since Aug 2016
Company last raised Apr 2017
Slogic Holding
Board seat (SEC Form D)Source
Since Nov 2015
Company last raised Nov 2015
Slogic Investment
Board seat (SEC Form D)Source
Since Nov 2015
Company last raised Nov 2015

Portfolio Breakdown

By Sector

Other3 deals · 100%

By Stage

3 tracked deals1 sector · 0 stages

Deal Velocity

Avg Deals / Year
1.5
Avg Deal Size
Unknown
Largest Deal
SmartCareOS
Unknown
YoY Trend
Slowing

Deals Per Year

2
15
1
16
3 total deals tracked2015–2016

Investment Activity Map

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2015
2016
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Current Fund Status

Fund Name
Coe Home Care Holdings LLC
Reported Size
$1.0M

Co-Investors

No co-investment data available yet.

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