Blue Haven Initiative

Cambridge, Massachusetts, United StatesFounded 2012

Climate & Energy Education Fintech Healthcare

Blue Haven Initiative is an innovative single-family office founded by Liesel Pritzker Simmons and Ian Simmons in 2012, dedicated to putting wealth to work for competitive market returns and positive social and environmental change. It invests across asset classes with a focus on impact investing in climate, financial services, education, and healthcare, backing early-stage companies and emerging fund managers.

33% of their portfolio is in Fintech. Average disclosed round size is $25.1M (across 5 rounds with reported amounts).

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Portfolio

Fund Size

—

Top Stage

Growth

Last 12 Mo

Team

Ian Simmons

Co-Founder & Principal

Liesel Pritzker Simmons

Co-Founder & Principal

Daniel Wanjira

Managing Director, Strategic Initiatives

Hari Joy

Managing Director of Private Investments

Kelly Escobedo

Managing Director

Simon Thompson

Managing Director of Civics

Lauren Rosales Farello

Director of Operations & Impact

Megan McCarthy

Director of Partnerships

Dereka Young

Executive Assistant

Karinelis Ayala-Gonzalez

Operations Coordinator

Nick Panagiotou

Executive Assistant/HR Manager

Sanzida Mohsin

Project Coordinator

Portfolio Breakdown

Stage Distribution

Sector Distribution

Investment Activity

Portfolio

6 investments

Company	Round	Amount	Valuation	Date	Role
M-KOPA	Growth	—	—	May 2023	—
PPEG Africa	Series B	$13.5M	—	Jan 2017
Shortlist	Series A	$2M	—	—
PPEG Africa	Series C	$25M	—	—
MM-Kopa Uganda Limited	Growth	$75M	—	—
BlueMark	Series A	$10M	—	—