Document Preparation Investors

Angel Roster lists 49 investors who back Document Preparation companies. Most are venture capital firms and private equity firms, the most common stage is Series A and the largest groups are based in the United States, Australia and India.

Investors listed
49
With verified email
57%
Most common stage
Series A
Top location
United States

Updated October 13, 2026 · How we compile this data

Top 40 Document Preparation investors

The most complete profiles first. Showing 40 of 49.

  • Andy KimVerified

    Venture Capital, Investor · United States

    SeedSeries AHealth CareCustomer ServiceCybersecurityDatabases

    Portfolio: Kasisto, Flatfile, CoverWallet, NewtonX and 50 more

    Verified email available

  • Chris MoodyVerified

    Venture Capital, Private Equity Firm, Investor · United States

    Series BSeries AAutonomous VehiclesCustomer ServiceHuman Computer InteractionComputer Vision

    Portfolio: Occipital, Techstars, Chewse, Taunt and 69 more

    Verified email available

  • David TischVerified

    Venture Capital, Founder, Private Equity Firm · United States

    SeedPre-SeedAdvertisingHealth CareRemote Work TechWearables

    Portfolio: Runscope, Lassy Project, Fundera, Lever and 233 more

    Verified email available

  • Edward SchmidtVerified

    Venture Capital, Micro VC, Investor · United States

    SeedSeries AHealth CareData ScienceCustomer ServiceCybersecurity

    Portfolio: Kasisto, Flatfile, CoverWallet, NewtonX and 50 more

    Verified email available

  • Frances SchwiepVerified

    Venture Capital, Investor · United States

    Series BSeries AHealth CareCustomer ServiceCybersecurityDatabases

    Portfolio: Kasisto, Flatfile, CoverWallet, NewtonX and 51 more

    Verified email available

  • Jonathan RooseveltVerified

    Venture Capital, Private Equity Firm, Investor · United States

    Series AHealth CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Windfall, Spine Wave, Metabiota, LeanData and 77 more

    Verified email available

  • Kyra DurkoVerified

    Venture Capital, Investor · United States

    SeedSeries AHealth CareCustomer ServiceCybersecurityDatabases

    Portfolio: Kasisto, Flatfile, CoverWallet, NewtonX and 50 more

    Verified email available

  • Manish JainVerified

    Venture Capital, Investor · United States

    SeedCustomer ServiceWomen FoundedEnterprise SoftwareApps

    Portfolio: Spiral, Radius Networks, Xeround, Airband Communications Holdings and 49 more

    Verified email available

  • Matt GreenwoodVerified

    Venture Capital, Micro VC, Investor · United States

    SeedSeries AHealth CareData ScienceCustomer ServiceCybersecurity

    Portfolio: Kasisto, Flatfile, CoverWallet, NewtonX and 50 more

    Verified email available

  • Pedro SorrentinoVerified

    Venture Capital, Founder, Micro VC · United States

    SeedPre-SeedHealth CareEvents ServicesPaymentsMessaging

    Portfolio: Rocket.Chat, Ribbon, EmCasa, Yuca and 13 more

    Verified email available

  • Roland ReynoldsVerified

    Venture Capital, Private Equity Firm, Investor · United States

    Series BSeries AHealth CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Windfall, Spine Wave, Metabiota, LeanData and 74 more

    Verified email available

  • Brad FeldVerified

    Venture Capital · United States

    Autonomous VehiclesCustomer ServiceComputer VisionWomen Founded

    Portfolio: Occipital, Techstars, Chewse, Taunt and 69 more

    Verified email available

  • David ChiangVerified

    Venture Capital · United States

    Health CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Windfall, Spine Wave, Metabiota, LeanData and 74 more

    Verified email available

  • Michael RobinsonVerified

    Venture Capital, Family Investment Office · Australia

    AdvertisingE-commerceEvents ServicesEnterprise Software

    Portfolio: JobGetter, LawPath, Mable, AmazingCo and 8 more

    Verified email available

  • Ryan McIntyreVerified

    Venture Capital · United States

    Autonomous VehiclesCustomer ServiceComputer VisionWomen Founded

    Portfolio: Occipital, Techstars, Chewse, Taunt and 69 more

    Verified email available

  • Will QuistVerified

    Venture Capital, Design Operator, Engineering Operator · United States

    Early Stage VentureHealth CareTelecommunicationsCustomer ServicePayments

    Portfolio: Formation, Practice Fusion, Tala, OnDeck Capital and 4 more

    Verified email available

  • Amir M.

    Venture Capital, Private Equity Firm, Investor · United States

    Series BSeries AHealth CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Windfall, Spine Wave, Metabiota, LeanData and 74 more

    Contact details available

  • Brian Langner

    Venture Capital, Private Equity Firm, Investor · United States

    SeedHealth CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Windfall, Spine Wave, Mendel, Metabiota and 75 more

    Contact details available

  • Ira Simkhovitch

    Venture Capital, Private Equity Firm · United States

    Series BSeries AHealth CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Windfall, Spine Wave, Metabiota, LeanData and 74 more

    Contact details available

  • Jaclyn Freeman Hester

    Venture Capital, Investor · United States

    Series BSeries AAutonomous VehiclesCustomer ServiceComputer VisionWomen Founded

    Portfolio: Occipital, Techstars, Chewse, Taunt and 69 more

    Contact details available

  • Justin Burden

    Venture Capital, Private Equity Firm, Investor · United States

    Series BSeries AHealth CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Windfall, Spine Wave, Metabiota, LeanData and 75 more

    Contact details available

  • Lindel Eakman

    Venture Capital, Private Equity Firm, Investor · United States

    SeedAutonomous VehiclesCustomer ServiceCybersecurityHuman Computer Interaction

    Portfolio: Occipital, Techstars, Chewse, Taunt and 69 more

    Contact details available

  • Lindsay Sharma

    Venture Capital, Private Equity Firm, Investor · United States

    Series BSeries AHealth CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Windfall, Spine Wave, Metabiota, LeanData and 74 more

    Contact details available

  • Maya Poddar

    Venture Capital, Investor · United States

    Series BSeries AHealth CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Windfall, Spine Wave, Metabiota, LeanData and 74 more

    Contact details available

  • Nick Laszlo

    Venture Capital, Strategy Operator, Investor · United States

    Series BSeries AHealth CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Windfall, Spine Wave, Metabiota, LeanData and 74 more

    Contact details available

  • Ari Klinger

    Venture Capital · Australia

    TelecommunicationsAutonomous VehiclesAccountingCybersecurity

    Portfolio: Kami, OMG, iMega, Practice Ignition and 36 more

    Contact details available

  • Arthur Brennand

    Micro VC · Brazil

    Health CareEvents ServicesPaymentsMessaging

    Portfolio: Rocket.Chat, Ribbon, EmCasa, Yuca and 13 more

    Contact details available

  • Benjamin ChongVerified

    Venture Capital, Private Equity Firm, Finance Operator · Australia

    TelecommunicationsAutonomous VehiclesAccountingCybersecurity

    Portfolio: OMG, Springme, badook AI, Our Little Foxes and 3 more

    Verified email available

  • Chuck Stonecipher

    Venture Capital, Private Equity Firm · United States

    Customer ServiceWomen FoundedEnterprise SoftwareAndroid

    Portfolio: Spiral, Radius Networks, Xeround, Airband Communications Holdings and 49 more

    Contact details available

  • Colin BeirneVerified

    Venture Capital, Investor · United States

    SeedSeries AHealth CareCustomer ServiceCybersecurityDatabases

    Portfolio: Amper Music, Brella Insurance, Lully, Experiment and 1 more

    Verified email available

  • Lena Giacomini

    Venture Capital, Private Equity Firm · United States

    Autonomous VehiclesAccountingCustomer ServiceHuman Computer Interaction

    Portfolio: Occipital, Techstars, Chewse, Taunt and 69 more

    Contact details available

  • Peter van Oppen

    Venture Capital · United States

    Customer ServiceWomen FoundedEnterprise SoftwareApps

    Portfolio: Spiral, Radius Networks, Xeround, Airband Communications Holdings and 49 more

    Contact details available

  • Brandon DeerVerified

    Angel/Individual, Investor · United States

    SeedPre-SeedAccountingEnterprise SoftwareEnterprise InfrastructureContent Management Systems (CMS)

    Portfolio: Harbr, Dooly, MaintainX, Klarity

    Verified email available

  • Ravi ManthaVerified

    Angel/Individual · India

    SeedAlternative MedicineCRMDocument PreparationSoftware

    Portfolio: FitCircle, Mench Technologies Private Limited, Legalese, Crayon Data

    Verified email available

  • David Joerg

    Venture Capital, Investor · United States

    SeedSeries AHealth CareCustomer ServiceCybersecurityDatabases

    Portfolio: WHOOP, Hopscotch, Skydeck, Placed and 2 more

    Contact details available

  • Garry Visontay

    Venture Capital · Australia

    TelecommunicationsAutonomous VehiclesAccountingCybersecurity

    Portfolio: RecruitLoop, badook AI, DesignCrowd, 8i and 4 more

    Contact details available

  • David SipesVerified

    Angel/Individual · United States

    AccountingContent Management Systems (CMS)Artificial Intelligence (AI)Document Preparation

    Portfolio: PandaDoc, Trainual, Klarity

    Contact details available

  • Robert MayVerified

    Venture Capital · United States

    Health CareTelecommunicationsCustomer ServiceCybersecurity

    Portfolio: Honeycomb, RingzTV

    Verified email available

  • Dylan ReiderVerified

    Angel/Individual

    AccountingContent Management Systems (CMS)Artificial Intelligence (AI)Document Preparation

    Portfolio: Klarity

    Verified email available

  • Jason KwonVerified

    Angel/Individual · United States

    AccountingContent Management Systems (CMS)Artificial Intelligence (AI)Document Preparation

    Portfolio: Klarity

    Verified email available

See all 49 Document Preparation investors

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Frequently asked questions

How many Document Preparation investors are on Angel Roster?

Angel Roster lists 49 Document Preparation investors. 28 of them (57%) include a verified email address.

What types of investors are they?

The most common investor types are Venture Capital Firms (36), Private Equity Firms (14) and Angel Investors (14). An investor can have more than one type, for example an angel who is also a venture partner.

Which stages do Document Preparation investors invest in?

Among those that list a stage, the most common are Series A (17), Seed (15) and Series B (10).

Where are Document Preparation investors based?

Most are based in the United States (38), Australia (4) and India (1).

Which companies have Document Preparation investors backed?

The most-backed portfolio companies among them are Boundless (24), Oblong Industries (17), Pantheon (16), Havenly (16) and Blocknative (16).

How do I contact Document Preparation investors?

Create a free Angel Roster account to search and filter all 49, then unlock verified emails and LinkedIn profiles on a paid plan. Every plan starts with a 3-day free trial.