Matt Klein
Founder at Aim Equity Partners
Profile
Matt co-founded AIM Equity Partners in 2022 and has spent his career in software and technology investing across all phases of the growth cycle, from seed investing to buyouts.
Matt is passionate about building lasting partnerships with outstanding entrepreneurs and considers himself lucky to have the opportunity to work alongside some of the best entrepreneurs in the world.
“The best leaders align their team on a singular mission and own the outcome, whether good or bad.
They raise the standards across the organization and build a culture focused on winning”.
Prior to AIM Equity Partners, Matt was a Partner at Arrowroot Capital, where he sourced, led investments, and served on the board of numerous enterprise SaaS and information services companies.
Most notably he held board positions at: FiscalNote (NYSE: NOTE), Fluent Commerce, HammerTech, ProTecht, and Tulip Retail.
Matt’s private equity career began at Marlin Equity Partners where he analyzed investment opportunities and monitored portfolio company performance across the software and technology industries.
Matt lives with his wife, two children and golden retriever in the South Bay, part of greater Los Angeles.
Most of his time outside of work is spent chasing two toddlers around the neighborhood and trying to sneak off for the occasional date night with his wife.
In the rare moments of free time, Matt enjoys the never-ending pursuits of getting better at surfing, perfecting his homemade pizza & pasta recipes and honing his skiing skills.
Education:
M.B.A.
from The Wharton School of the University of Pennsylvania
B.S.
in Business Administration from University of Southern California
Matt Klein active positions
| Companies | Position | Start |
|---|---|---|
Aim Equity Partners
 Aim Equity Partners Investment ManagersFinance AIM Equity Partners (Aim Equity Partners) is a private equity firm founded in 2022 by Michael Anderson and Matt Klein. The firm is headquartered in Los Angeles, California. | Founder | 2022-08-31 |
Former positions of Matt Klein
| Companies | Position | End |
|---|---|---|
Protecht Group Holdings Pty Ltd.
 Protecht Group Holdings Pty Ltd. Packaged SoftwareTechnology Services Protecht Group Holdings Pty Ltd. is an Australian company that provides enterprise risk management services to customers across various industries and verticals. The company is based in Sydney, Australia, with offices in other locations. The company's software solutions have helped numerous customers to move away from spreadsheets and email to a more efficient and effective way of managing risk. Protecht is passionate about solving the challenges customers face in managing risks and offers a single enterprise risk management platform with endless possibilities to add to their safety and success. The company was founded in 1999 by David Bergmark and David Tattam, with David Bergmark serving as the CEO since then. | Director/Board Member | 2022-10-31 |
Fluent Retail Pty Ltd.
 Fluent Retail Pty Ltd. Air Freight/CouriersTransportation Fluent Retail Pty Ltd. engages in the provision of customizable cloud order management to merchants and brands. Its cloud platform involves in product availability, distributed order management, global inventory, and store fulfillment. Its solutions includes click and connect, ship from store, single view of inventory, return anywhere, fulfill from anywhere, customer services, and salesforce LINK cartridge. The company was founded by Mehdi Fassaie, Philip Lee, Julian Leach and Mark Coulter in July 2011 and is headquartered in Surry Hills, Australia. | Chairman | 2022-10-31 |
Hammer Technologies Pty Ltd.
 Hammer Technologies Pty Ltd. Packaged SoftwareTechnology Services Hammer Technologies Pty Ltd. develops software for construction industry. The company was founded by Ben Leach, Bradley Tabone, James Harris, Andrew Hogben and Lucas McDonald and is headquartered in Richmond, Autralia. | Director/Board Member | 2022-10-31 |
Tulip.io, Inc.
 Tulip.io, Inc. Packaged SoftwareTechnology Services Tulip.io, Inc. engages in the provision of cloud-based solutions to retailers. It offers clienteling, checkout Nova, assisted selling, LiveConnect, and Runner solutions. The company was founded by Ali Asaria in 2013 and is headquartered in Toronto, Canada. | Director/Board Member | 2022-09-30 |
Arrowroot Capital Management LLC
 Arrowroot Capital Management LLC Investment ManagersFinance Arrowroot Capital Management LLC (Arrowroot capital) is a private equity firm founded by Matthew j. Safaii in 2013. The firm is headquartered in Marina Del Rey, California. | Private Equity Investor | 2022-08-31 |
Training of Matt Klein
| University of Southern California | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Marlin Management Co LLC
 Marlin Management Co LLC Investment ManagersFinance Marlin Management Co LLC (Marlin Equity Partners) is a private equity firm founded in 2005 by David McGovern. The firm is headquartered in Hermosa Beach, California. | Finance |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
Dorm Room Fund
 Dorm Room Fund Investment ManagersFinance Dorm Room Fund makes investments in college-bound startups in Philadelphia, focusing primarily on Penn and Drexel. The fund targets companies operating in the fields of technology services. It provides financing for seed stage capital requirements. | Finance |
Tulip.io, Inc.
Tulip.io, Inc. Packaged SoftwareTechnology Services Tulip.io, Inc. engages in the provision of cloud-based solutions to retailers. It offers clienteling, checkout Nova, assisted selling, LiveConnect, and Runner solutions. The company was founded by Ali Asaria in 2013 and is headquartered in Toronto, Canada. | Technology Services |
Arrowroot Capital Management LLC
Arrowroot Capital Management LLC Investment ManagersFinance Arrowroot Capital Management LLC (Arrowroot capital) is a private equity firm founded by Matthew j. Safaii in 2013. The firm is headquartered in Marina Del Rey, California. | Finance |
Fluent Retail Pty Ltd.
Fluent Retail Pty Ltd. Air Freight/CouriersTransportation Fluent Retail Pty Ltd. engages in the provision of customizable cloud order management to merchants and brands. Its cloud platform involves in product availability, distributed order management, global inventory, and store fulfillment. Its solutions includes click and connect, ship from store, single view of inventory, return anywhere, fulfill from anywhere, customer services, and salesforce LINK cartridge. The company was founded by Mehdi Fassaie, Philip Lee, Julian Leach and Mark Coulter in July 2011 and is headquartered in Surry Hills, Australia. | Transportation |
Hammer Technologies Pty Ltd.
Hammer Technologies Pty Ltd. Packaged SoftwareTechnology Services Hammer Technologies Pty Ltd. develops software for construction industry. The company was founded by Ben Leach, Bradley Tabone, James Harris, Andrew Hogben and Lucas McDonald and is headquartered in Richmond, Autralia. | Technology Services |
Protecht Group Holdings Pty Ltd.
Protecht Group Holdings Pty Ltd. Packaged SoftwareTechnology Services Protecht Group Holdings Pty Ltd. is an Australian company that provides enterprise risk management services to customers across various industries and verticals. The company is based in Sydney, Australia, with offices in other locations. The company's software solutions have helped numerous customers to move away from spreadsheets and email to a more efficient and effective way of managing risk. Protecht is passionate about solving the challenges customers face in managing risks and offers a single enterprise risk management platform with endless possibilities to add to their safety and success. The company was founded in 1999 by David Bergmark and David Tattam, with David Bergmark serving as the CEO since then. | Technology Services |
Aim Equity Partners
Aim Equity Partners Investment ManagersFinance AIM Equity Partners (Aim Equity Partners) is a private equity firm founded in 2022 by Michael Anderson and Matt Klein. The firm is headquartered in Los Angeles, California. | Finance |
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