DFX Intelligence
Data Factory
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Reading the graph
Family Offices
Knoxville, TN
Greater Sum Ventures is a growth-focused investment firm dedicated to building enduring companies by delivering results that compound into legacies.
Data as of (this record's last observation) from firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Target | State | Kind | Asset class | Sector | Announced | Amount | Evidence |
|---|---|---|---|---|---|---|---|
| Tapin2 | n/a | majority direct investment | private equity | point-of-sale / mobile ordering | May 7, 2026 | n/a | fact |
| Cypris | n/a | direct investment | private equity | R&D intelligence software | Jan 1, 2026 | n/a | fact |
| Hellonote | n/a | direct investment | private equity | rehabilitation practice management SaaS | Jan 1, 2025 | n/a | fact |
| Join It | n/a | direct investment | private equity | membership management SaaS | Jan 1, 2025 | n/a | fact |
| 4D Emr | n/a | direct investment | private equity | dermatology/medspa EMR | Jan 1, 2025 | n/a | fact |
| Coveragestack | n/a | direct investment | private equity | specialty insurance | Jan 1, 2025 | n/a | fact |
| Myvenue | n/a | direct investment | private equity | sports & entertainment POS | Jan 1, 2025 | n/a | fact |
| Writeupp | n/a | direct investment | private equity | clinician practice management SaaS | Jan 1, 2024 | n/a | fact |
| Sharper | n/a | direct investment | private equity | marina management software | Jan 1, 2024 | n/a | fact |
| Optimantra | n/a | direct investment | private equity | integrative health SaaS | Jan 1, 2023 | n/a | fact |
| Talenttek | n/a | direct investment | private equity | HR tech | Jan 1, 2022 | n/a | fact |
| Propertytek | n/a | direct investment | private equity | real estate software | Jan 1, 2021 | n/a | fact |
| Medsuite | n/a | direct investment | private equity | behavioral health/addiction treatment SaaS | Jan 1, 2021 | n/a | fact |
| Petvisor | n/a | direct investment | private equity | petcare SaaS | Jan 1, 2021 | n/a | fact |
| Owl Practice Suite | n/a | direct investment | private equity | mental health SaaS | Jan 1, 2021 | n/a | fact |
| Practicetek | n/a | direct investment | private equity | dental/healthcare SaaS | Jan 1, 2020 | n/a | fact |
| Stax | n/a | direct investment | private equity | payments | Jan 1, 2020 | n/a | fact |
| Profitsolv | n/a | direct investment | private equity | professional services software | Jan 1, 2020 | n/a | fact |
| Transit Technologies | n/a | direct investment | private equity | transportation tech | Jan 1, 2019 | n/a | fact |
| Vehlo | n/a | direct investment | private equity | automotive software/payments | Jan 1, 2019 | n/a | fact |
| Tribute Technology | n/a | direct investment | private equity | funeral tech | Jan 1, 2018 | n/a | fact |
| Momentive Software | n/a | direct investment | private equity | nonprofit SaaS | Jan 1, 2017 | n/a | fact |
| Catalis | n/a | direct investment | private equity | govtech | Jan 1, 2017 | n/a | fact |
| Ensora Health | n/a | direct investment | private equity | behavioral health SaaS | Jan 1, 2017 | n/a | fact |
| Ministry Brands | n/a | founding investment / buy-and-build | private equity | faith-based SaaS | Jan 1, 2012 | n/a | fact |
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Max Chautin | Managing Director | Direct investments | unknown | n/a | yes | fact |
| Mike Stephens | Chief Financial Officer | operations | unknown | n/a | yes | fact |
| Will Overstreet | Principal & Operating Partner | other | unknown | n/a | yes | fact |
| Kristin Alm | Senior Vice President, PR & Communications | other | unknown | n/a | yes | fact |
| Lisa Stinnett | Managing Director & General Counsel | leadership | senior | n/a | yes | fact |
| Lisa Stinnett | Managing Partner & Co-Founder, General Counsel | leadership | senior | n/a | yes | fact |
| Marc White | Senior Vice President, PR & Communications | leadership | senior | n/a | yes | fact |
| Bill Nix | Managing Partner & Co-Founder | leadership | senior | n/a | yes | fact |
| John Russell | Chief Financial Officer | operations | unknown | n/a | yes | fact |
| Brad Luke | Senior Associate | other | unknown | n/a | yes | fact |
| Ross Croley | Ceo | leadership | senior | n/a | yes | fact |
| Jason Simons | IT Manager | leadership | senior | n/a | yes | fact |
| Bill Nix | Managing Partner & Co-Founder | leadership | senior | n/a | yes | fact |
| Michael Casas | Managing Director | leadership | senior | n/a | yes | fact |
| Louis Roberts | Vice President, Technology, IT & Payments | leadership | senior | n/a | yes | fact |
| Ken Clegg | Vice President of Finance, Controller | leadership | senior | n/a | yes | fact |
| Kendall Howser | Vice President, Finance & Accounting | leadership | senior | n/a | yes | fact |
| David Jones | Manager, Financial Planning & Analysis | leadership | senior | n/a | yes | fact |
| Max Chautin | Managing Director & Operating Partner | leadership | senior | n/a | yes | fact |
| Daniel Kim | Associate | other | unknown | n/a | yes | fact |
| John Russell | Chief Compliance Officer | operations | unknown | n/a | yes | fact |
| Lydia Croley | Principal | leadership | senior | n/a | yes | fact |
| Kristi Jones | CEO & Co-Founder | leadership | senior | n/a | yes | fact |
| Brian Seagraves | Vice President, Marketing | leadership | senior | n/a | yes | fact |
| Michael Tribble | Operating Executive | other | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Kristi Jones (CEO & Co-Founder), Tim Miller (Executive Administrator), Robert Curry (Associate), Ben Croley (Associate), Daniel Kim (Associate), Jessica Chasse (Senior Associate), Brad Luke (Senior Associate), David Jones (Manager, Financial Planning & Analysis), Jason Simons (IT Manager), Brian Seagraves (Vice President, Marketing), Erika Paul (Vice President, Product & Technology), Kendall Howser (Vice President, Finance & Accounting).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan