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Matthew Roberts

Serial Founder | Angel Investor | Re-inventing the Private Capital Experience for Funds, Founders, and Service Professionals.

Matthew Roberts is a seasoned professional in the private capital industry, specializing in streamlining operations for founders and investors. With experience across various organizations like PaperOS, Savvi Technologies, Inc., FounderPod, Savvi Legal, and more, Matthew has a proven track record of enabling efficient formation, fundraising, compliance, and M&A processes. His focus on providing tech-enabled legal and financial services through Savvi Legal has revolutionized the sector.

Matthew holds a Bachelors's degree in Business Strategy and Business/Managerial Economics from Brigham Young University. His educational background has equipped him with the necessary skills and knowledge to excel in the business landscape.

Throughout his career, Matthew Roberts has held key roles such as Co-Founder, President at PaperOS, President at Savvi Technologies, Inc., Founder | Investor at FounderPod, and Chief Executive Officer at Savvi Technologies, Inc. These leadership positions have honed his abilities to unlock scale in both front and back-office operations within the private capital services sector.

Notably, Matthew is also known for his community-building initiatives, particularly with FounderPod, where he has fostered a community of startup founders who collaborate as angel investors. This unique approach showcases his commitment to fostering collaboration and innovation within the startup ecosystem.

Prior to his current roles, Matthew Roberts has garnered a diverse set of experiences, ranging from Strategic Project Management to Product Management, Business Analytics, and Training Specialist roles. His extensive time at organizations like Vivint Smart Home, Nutrislice, Inc., MX Enabled, and the Missionary Training Center has provided him with a holistic perspective on business operations and development.

In summary, Matthew Roberts is a dynamic professional with a rich history of leadership in the private capital sector. His expertise in optimizing operations, fostering community engagement, and leveraging technology sets him apart as a versatile and innovative leader in the industry.

Highlights

Jan 23 · linkedin

Announcing PaperOS: Unlocking Scale for Private Capital Ecosystems

We're excited to introduce PaperOS, the AI-powered Platform as a Service (PaaS) for Funds, Service Providers, and Developers serving the Private Markets.

Historically, private capital operators, investors, and service providers have grappled with disjointed, overpriced SaaS solutions. PaperOS offers a comprehensive front and back-office platform, adaptable to your custom Paper Ecosystem - covering everything from Entities and Filings to Equity, Fundraising, Investments, Governance, Employees, and Partners.

🚀 Case Study Highlight: Savvi Legal (www.savvi.legal) Utilizing PaperOS, we developed Savvi Legal – a blend of SaaS and AI-enabled services designed for the venture ecosystem. Savvi Legal has empowered thousands of founders and funds, simplifying processes like entity formation, compliance (including CTA and Form ADV), cap tables, fundraising, and due diligence. Savvi also partners with a network of attorneys and service providers seeking to elevate their practice with AI tools, client enablement, and knowledge licensing.

🔍 What’s Next? Stay tuned for more case studies of Funds, Developers, and Service Providers that are driving growth and efficiency with PaperOS.

📣 Call to Action Know a fund, service provider, or developer who could benefit from PaperOS? Tag them below! Interested in seeing PaperOS in action? Send us a DM to arrange a demo.

For Funds: www.paperos.com/capital For Providers: www.paperos.com/practice For Developers: www.paperos.com

#PaperTech #privatecapital #venturecapital #vc #privateequity #privateequityfunds #realestatefunds #realestatetech #legaltech #startups #devtools

Nov 28 · linkedin

In light of the shutdown of Assure, we recognize that a lot of investors and founders are scrambling to find solutions for their SPVs/RUVs. Savvi will migrate & transfer management of your SPVs for FREE from Assure (or any other platform) when you sign up for the Savvi platform (https://savvi.legal/plans). Send me your email and we’ll follow up with details.

We are proud to streamline deal & compliance operations for some of the strongest fund & startup brands in the ecosystem (many who previously used Assure) including Spacestation Investments, Album, Motivate Venture Capital, Sputnik ATX VC, LTSE, Convoi Ventures, Harmon Brothers 🦄, Creatably, After, Clientbook, Ovation, Halda, and many more. Thanks for your support as we continue on our mission to enable the flow of capital and innovation.

Most importantly, our hearts go out to the Assure team during the holiday season. Please reach out and I'll be happy to share opportunities at Savvi and other companies in my network that are currently hiring.

#startup #founders #founders #venturecapital #Assure #SPVs #syndicate #fundraising #syndication

Related Questions

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Matthew Roberts
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Location

Salt Lake City Metropolitan Area