Our Commitment To Privacy 

Visitors that are residents of California should also refer to our California Privacy Policy

Visitors that are located in the United Kingdom (“UK”), the European Union (“EU”) or the European Economic Area (“EEA”), or whose personal data is otherwise subject to EU and/or UK data protection laws (“EU & UK Visitors”) should also refer to our EU &UK Privacy Notice

Your privacy is important to Cogenuity Partners, LLC and its affiliates (together, “Cogenuity,” “our,” “us,” “we” or “company”). To better protect your privacy, we are providing information explaining our online information practices. 

This Website Privacy Policy (the “Privacy Policy”) describes how we gather and use information from visitors of this website (this “Site”). Please read this Privacy Policy carefully. If you do not agree with any of the terms and conditions contained herein, please do not access or otherwise use this Site. 

This Privacy Policy constitutes a legally binding agreement between Cogenuity and you, the user of this Site. By entering and using this Site, you acknowledge your acceptance of, and agree to be bound by, the Privacy Policy stated herein, our Terms of Use and all additional terms incorporated by reference herein. If you do not agree to this Privacy Policy, please do not access or use this Site.  

Information We Collect 

The types of personal information we collect about you depends on the nature of your interaction with us and our reasons for collecting your personal information. The categories of personal information we collect include the following: 

Your basic information:  such as your name, prefix/title, gender, age and/or date of birth.  

Contact information: such as physical address, telephone number and/or email address.   

Information we obtain by automated means: such as information about your computer / device and IP address, content and traffic data. We may also collect personal data about you through automated technology when you access and use our Site, such as cookies and similar technology. Please see the “Cookies” section below for information about how we use such technologies.  

Information obtained through communications with us: such as information obtained through telephone calls (which may be recorded for compliance purposes), video communications and other verbal communications, and written correspondence.  

Images: such as video footage or static images recorded by our cameras which are located at entrance and exit points to our offices, and/or photographs of you that are taken at our events (e.g., photographs of keynote speakers). 

CV information: such as education history, employment history, job title and other information about your qualifications.  

Other information: such as information provided by third parties or obtained through publicly available sources.  

Some internet browsers have incorporated “Do Not Track” features. Most of these features, when turned on, send a signal or preference (the “DNT Signal”) to websites you visit indicating that you do not wish to be tracked. Currently, we do not currently respond to DNT Signals. 

Unfortunately, the transmission of information and data via the Internet is not completely secure. Although we make an effort to protect your personal data, we cannot guarantee the security of any information or data transmitted to or through our Site; any transmission of information or data by you to or through this Site is at your sole risk. 

How We Obtain Your Personal Information 

In connection with forming and operating our Site, we collect and maintain your nonpublic personal information from the following sources: 

Information from your communications with us in connection with this Site, including any update notices provided by you. 

Information captured on our Site, including registration and account information, information provided through online forms and any information captured via cookies. 

We may combine personal information that you provide to us with information that we collect from or about you from publicly available sources. This will include information collected in an online or offline context. 

How We Use Your Personal Information 

We will use your personal information for one or more of the following business or commercial purposes: 

Purpose  

Legal Basis (relevant to the EU & UK Website Privacy Notice)  

To conduct business with you or to provide you with the services you have requested, including responding to your enquiries and requests and providing you with support.  

Contractual necessity; and/or our legitimate interest in operating our business and providing investment services. 

To communicate with you, to operate, schedule and facilitate meetings (in-person and online) and to administer your participation in any of our events. 

Our legitimate interest in operating our business and providing investment services; and/or consent. 

To verify your identity (including to conduct anti-money laundering or KYC checks and to enable you to access our offices) or to evaluate a potential investor, business partner or supplier.  

Our legitimate interest in operating our business and providing investment services; contractual necessity; legal requirement; and/or consent. 

To consider job candidates for our existing and potential recruitment needs and those of our portfolio companies whether in respect of permanent roles or temporary assignments. 

Our (or our portfolio companies’) legitimate interest in operating our (or their) business; and/or consent. 

To protect against, identify and prevent fraud, money-laundering, cyber-attacks, theft of our property, other threats to the safety, security and integrity of our website, investor portals, products and services, databases, technology assets or our business, and other malicious, or unlawful activity. 

Legal requirement; and/or our legitimate interest in operating our business and providing investment services securely and safely. 

To conduct conflicts checks. 

Legal requirement. 

To conduct due diligence activities in connection with an actual or prospective corporate transaction or investment which are evaluated by us or which we are party to. 

Our legitimate interest in operating our business and providing our investment services; contractual necessity; and/or legal requirement. 

To monitor and manage our portfolio companies. 

Our legitimate interest in operating our business; and/or contractual necessity. 

To process and administer details associated with your investment and service your requests, and to offer and improve our services. 

Our legitimate interest in operating our business; and/or consent. 

Complying with our legal obligations and corporate governance practices, which may require recording or monitoring telephone calls or other communications with you. 

Legal requirement; our legitimate interest in operating our business; and/or consent. 

Litigation management and conducting internal audits and investigations. 

Legal requirement; and/or our legitimate interest in operating our business. 

To keep a record of and manage your relationship with us. 

Our legitimate interest in operating our business and providing services; and/or legal requirement. 

To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us about the Site users is among the assets transferred. 

Our legitimate interest in operating our business. 

For any other purpose that has been notified in writing. 

Consent. 

Additionally, we may use your personal information to keep you informed of our services, if you have provided your consent to us doing so, or where we have an existing relationship with you and we wish to contact you about services similar to those which we provide you, in which you may be interested. You may opt-in to certain kinds of marketing, or all forms of marketing at any time, by contacting us and you may unsubscribe to receiving emails by clicking on the “opt-out” or “unsubscribe” link provided in all our marketing emails. 

Disclosure of Personal Information 

Your personal data may be disclosed to and processed by our affiliates and agents and certain service providers as necessary to fulfil the purposes set out in this Privacy Policy, including professional advisors, recruitment firms, consultants and data hosting providers, and in some instances, placement agents and other fund administrators, as well as regulators, law enforcement and other government bodies. We make sure anyone who provides a service to, or for us, enters into an agreement with us and meets our standards for data security.  

We may disclose personal information collected in connection with this Site for business or commercial purposes. We reserve the right to disclose your personal data as required by law or regulation, or when we believe that disclosure is necessary to protect our rights and/or comply with a judicial proceeding, court order, request from a regulator, national security or any other legal or investigatory process involving us. Should we, or any of our affiliated entities, be the subject of a takeover, divestment or acquisition we may disclose your personal data to the new owner of the relevant business and their advisors. 

The Site contains links to other websites which are not hosted or operated by us. These websites may use automated means to collect information regarding your use of the websites. This information is subject to the privacy policies or notices of the provider’s website. 

Security and Retention 

We are committed to protecting the personal data you entrust to us. We adopt robust and appropriate technologies and policies, so the personal data we have about you is protected to the extent possible from unauthorized access and improper use. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality. 

We have put in place procedures to deal with any suspected or actual personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so. 

Although we take reasonable precautions to protect your personal data, there remains a risk that personal data transmitted over the internet and stored digitally may be intercepted or accessed by an unauthorized third party. As such, any transmission of personal data by you to or through the Site is at your sole risk.  

We review the personal data we hold on a periodic basis and delete it securely. We will keep your personal data only for as long as is reasonably necessary for the purposes set out in this Privacy Policy, unless a longer retention period is required by law. We will not keep more information than we need for those purposes. For further information about how long we will keep your personal data, please contact info@cogenuity.com

Capacity 

You represent to Cogenuity that you have the authority to visit this Site according to the Terms of Use. This Site is only intended for individuals who are at least 18 years of age. We do not knowingly encourage or solicit visitors to this Site who are under the age of 18 or knowingly collect personal information from anyone under the age of 18 without parental consent. If we learn we have collected or received personal information from an individual under the age of 18, we will delete that information. 

Cookies 

Information regarding how you access this Site (e.g., browser type, access times and IP address) and your hardware and software can automatically be collected through the use of cookies (a small text file placed on your hard drive) or other technologies or tools. This information is typically used to improve Site performance and for our business purposes, including to help provide you with a better experience when you browse the Site. We currently do not collect any Cookies. Typically, you may opt-in to accept cookies automatically by changing the settings on your browser. If you opt-out of certain cookies, you may not be able to access certain parts of sites. You may wish to visit www.aboutcookies.org, which contains comprehensive information about types of cookies, how they are used and how you manage your cookie preferences. 

Subject to your consent, the Site will place the cookies listed below: 

Cookie 

Name 

Type / Purpose 

Duration  

N/A 

N/A 

N/A 

N/A 

Notification of Changes 

We reserve the right to amend this Privacy Policy from time to time and for any reason, in our sole discretion, without notice, by updating this Privacy Policy. Accordingly, users are strongly encouraged to review our Privacy Policy regularly. If we decide to change our Privacy Policy, we will post those changes so our users are always aware of what information we collect, how we use it and under what circumstances, if any, we disclose it. If at any point we decide to collect personal information or use any collected information in a manner different from that stated at the time it was collected, we will notify users by posting changes on this page. We will use information only in accordance with the Privacy Policy under which the information was collected. Your continued access or use of this Site following the posting of changes to this Privacy Policy means that you accept such revisions, changes and/or amendments. If you object to any of the changes to this Privacy Policy, please stop accessing this Site. Please check this page frequently and review any changes to this Privacy Policy carefully so you are aware of any changes, as they are binding on you. 

Miscellaneous 

The provisions in our Terms of Use are hereby incorporated by reference. 

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Contact Us 

If you have any questions or concerns about this Privacy Policy, wish to exercise any rights, submit requests, or appeal any of our decisions in connection with this Privacy Policy (each, a “Communication”) please contact us at info@cogenuity.com

We verify Communications by matching information provided in or in connection with your Communication to information contained in our records. Depending on the sensitivity of the Communication and the varying levels of risk in responding to such Communications (for example, the risk of responding to fraudulent or malicious communications), we may request further information or your investor portal access credentials, if applicable in order to verify your Communication. 

Sarah Sheeder

Executive Assistant & Deal Coordinator

Education
Louisiana State University, BA, Geography

Responsible for
Ensuring the seamless operation of all activities, personnel, and deal coordination.

Prior Organizations
i80 Group, AIMPERA Capital Partners, Vertex Ventures HC, FEMA

Personal Interests
Outside of work, Sarah can usually be found exploring the redwoods or strolling along Ocean Beach with her dog, Fred—who has strong opinions against frisbees but will happily chase the occasional stick. A proud LSU Tiger fan, Sarah never misses a chance to cheer on her alma mater. She’s especially passionate about Women’s Gymnastics (the Uneven Bars and Vault are her personal favorites) and Football—strictly in that order.

Fun Fact
Growing up in New Orleans, Sarah played the clarinet in her high school band and marched in over two dozen Mardi Gras parades.

Graham Banks

Director, Business Development

Education
Westminster University, BS, Business Management
University of San Diego, Knauss School of Business, MBA, Finance

Responsible for
Sourcing new investment opportunities and cultivating intermediary relationships

Prior Organizations
Head, Silicon Valley Bank, Tide Rock

Personal Interests
Graham has reconnected with snowboarding now that it’s just for fun again, but also spends his free time surfing, fishing, spearfishing and boxing.

Fun Fact
In Graham’s previous career he was a professional snowboarder – and while many of his friends went on to win Olympic and XGames gold medals, he was able to walk (limp) away with the record for the most blown knees. 6 ACLs – and that’s just the left! 

Andrea Frey

Executive Assistant

Education
University of Amsterdam, BA, Organizational Sociology and Human Resources

Responsible For
Ensuring the seamless operations of all activities and personnel in the SF Office.

Prior Organizations
Event Producer / Project Manager for the Hakkasan Group and Angel Music Group

Fun Fact
Andrea created the reveal for the flashy overhead lighting vizualization at the Hakkasan Nightclub in Las Vegas’ MGM Grand Hotel when it debuted with Tiesto.  Not to worry though we’ve now got her as excited about critical products and services businesses as she once was about nightclubs.

Spencer Mueller

Associate

Education
University of Washington’s Foster School of Business, Bachelor of Business Administration

Responsible for
As a member of the investment team, Spencer supports the evaluation and execution of acquisitions from inception to exit.

Prior Organizations
Cascadia Capital

Fun Fact
When he’s not working, Spencer enjoys devouring sushi, pretending his golf game is getting better, and purportedly skiing which you might guess by the picture he provided which he claims is actually him and not literally any other person on a mountain.

Richard Cao

Senior Associate

Education
Indiana University, Kelley School of Business, B.S.B. Finance and Accounting

Responsible for
Evaluating, executing and supporting platform and add-on investments from acquisition to exit.

Prior Organizations
Industrial Growth Partners, HSBC Securities

Personal Interests
An avid learner, outside of work you will find Richard playing guitar covers at small gatherings, shooting travel photography, taking calculated risks at the poker table, or searching for the next travel destination.

Brian Rappl *

Principal, Portfolio Operations

Education
University of Minnesota, Bachelors Mechanical Engineering, MBA

Responsible for
Collaborating with management teams on revenue and profitability growth initiatives.

Prior Organizations
Arcline Investment Management, Boston Consulting Group, Ingersoll Rand

Fun Fact
In 7th grade Brian was the runner up in his middle school spelling bee after using a K instead of a C in Bicuspid.  The winner got to advance to a regional competition for spelling Banana correctly and all these years later that still just doesn’t seem fair.

*Operating Partners are either employees or independent contractors that provide services to Cogenuity and portfolio companies of Cogenuity.

Sam Adler

Managing Director

Education
University of Wisconsin-Madison, BBA (Finance & Accounting)

Responsible for
Sourcing, underwriting, and monitoring prospective and current portfolio companies.

Prior organizations
Industrial Growth Partners, Robert W. Baird

Fun Fact
If you’re reading this then Sam is definitely taller than you which makes his dreadful fear of heights terribly ironic.  His passions include skiing, hiking, and conquering his fears to take pictures with his fiancé on top of really tall things.

Kathryn Seni *

Operating Partner

Education
Wake Forest University, BA in Psychology, MAEd in Counseling

Responsible for
Overseeing human capital across the Cogenuity ecosystem and driving talent value creation initiatives in the portfolio.

Prior Organizations
Consulting with multiple PE firms; Vista Equity Partners; Keystone Partners; Fidelity Investments/J. Robert Scott

Fun Fact
In addition to being an active aunt, godmother, and dog-mom, Kathryn is a Licensed Clinical Mental Health Counselor with extensive training in energy and consciousness. After all, quantum transformation is the ultimate value creator and growth accelerator.

*Operating Partners are either employees or independent contractors that provide services to Cogenuity and portfolio companies of Cogenuity.

Brett Johnson

Managing Partner & CFO

Education
Northwestern University, BA, Economics

University of Chicago Booth School of Business, MBA

Responsible for
Finance, investor relations, legal and compliance, as well as firm operations

Prior Organizations
Industrial Growth Partners, Pantheon Ventures, University of California Regents, and One Equity Partners

Personal Interests
Brett is an avid NBA fan and has been blessed to bear witness to the Jordan era and the Curry era while living in Chicago and the Bay Area, respectively. He is closing in on 20 national parks visited and is on a quest to see them all!

Daniel Niccum

Managing Partner & Operating Partner

Education
Wake Forest University, BS, Finance

Responsible for
Overall firm strategy, investing in exceptional leadership teams, and leading the Collaborative Operations group in partnering with management to create value.

Prior Organizations
Voltyx, North American Substation Services, Stifel

Personal Interests
Daniel is a self-proclaimed swirling mix of contradictions – an executive with tattoo sleeves, a playlist of 90’s rap and showtunes, a homebody who has visited over 40 countries, and the social stamina of an introverted extrovert who still recovers from a big night by napping in his closet, despite being out of one since his 20s.

Fun Fact
Daniel’s snazzy-dressing labradoodle (who insists on always wearing a bandana) can trace his name, Link, to three different sources, each representing Daniel’s varied interests:

  1. Link from the Legend of Zelda (90’s era NES gold cartridge for the win!)
  2. Link Larkin – a character from Broadway’s Hairspray (he has seen well over 50 shows and invested in several)
  3. Linkin Park (one of Daniel’s favorite bands, not the Chicago suburb, which is far too cold for Daniel’s California sensibilities) – in fact, Link’s full name is “Linkin Bark”

Dan Delaney

Managing Partner & Founder

Education
California Polytechnic State University, BA, Business Administration 

University of Chicago Booth School of Business, MBA

Responsible for
Firm leadership and strategy, investment decisions & management, and investor relations

Prior Organizations
Industrial Growth Partners, Glencoe Capital, A.G Edwards

Personal Interests
Dan originally decided to skip college and chase his dream of becoming a professional tennis player. Armed with ambition (and his trusty 1986 navy blue 4Runner as a makeshift home), he hit the road. After a few months of competing, earning a whopping $750 in prize money (pre-tax, of course), and learning the true meaning of “living the dream,” Dan realized that maybe—just maybe—a college education could serve him well. A few phone calls later, Dan traded the pro tour for a spot as a student-athlete at Cal Poly, where his next chapter began.