About Summit Action
Summit Action is a venture capital firm founded in 2015. It is primarily based out of Eden, United States. As of Nov 2021, Summit Action has invested in 10 companies. It primarily invests in Series A round in United States based startups. Its investments are spread across a wide range of sectors from Consumer to Enterprise Applications and Retail. Most recently it participated in the $***** Series C round of Ometria Technologies Overall, Summit Action portfolio has seen 4 acquisitions, namely Moxe Health, Clyde and TripleMint. A lot of funds co-invest with Summit Action, with names like Bright Pixel Capital sharing a substantial percentage of its portfolio. Summit Action has team of 6 people including 6 partners.Key Metrics
Team Members
Portfolio Count
Portfolio Sectors
Portfolio Locations
Rounds of Entry
Series A, Seed & 1 more
Portfolio Acquisitions
Portfolio Soonicorns
Summit Action's List of Top Investments
Summit Action has a portfolio of 10 companies. Their most notable investments are in Ometria Technologies and West Creek Financial.Their portfolio spans across United States and United Kingdom. They have invested in Consumer, Enterprise Applications, Retail and 11 other sectors, across stages such as Series A, Seed and 1 more. Here is the list of top investments by Summit Action:
Thrive Market is an online membership-based platform offering organic groceries. Their product catalog includes snacks, beauty products, household products, beverages, etc. The company claims that its users can shop across categories like vegan, paleo, raw, gluten-free, etc. Some of the brands associated with the company are Jackson's honest, Acure, Smarty Pants, etc.
Key facts about Thrive Market
- Founded Year: 2014
- Location: Los Angeles (United States)
- Valuation: $*****
- Stage: Series C
- Total Funding till date: $332M
- Employee Count: 929 as on Sep 30, 2026
- Investors: Western Technology Investment, SIZE and 64 Others
- Latest Funding Round: Series C, Jul 16, 2018, $*****
- Highlight: Editors' Pick
Provider of a customer data and experience platform for retail. The platform combines a customer data platform with cross-channel experience orchestration and delivery. It offers data ingestion, consolidation, identity resolution, consent management, and advanced segmentation. The platform also provides experience orchestration, real-time customer audiences, broadcast builder, personalization, and cross-channel journey building.
Key facts about Ometria Technologies
- Founded Year: 2013
- Location: London (United Kingdom)
- Valuation: $*****
- Stage: Series C
- Total Funding till date: $71.4M
- Employee Count: 147 as on Sep 30, 2026
- Investors: Chamaeleon, Octopus Ventures and 64 Others
- Latest Funding Round: Conventional Debt, Sep 14, 2023, $*****
- Highlight: Editors' Pick
3. Moxe Health
Moxe Health offers an EHR integration platform. The company has developed a platform that allows healthcare professionals to exchange data, assist with clinical workflow management, and more. The system can get integrated with the existing EHR system of the user.
Key facts about Moxe Health
- Founded Year: 2012
- Location: Madison (United States)
- Stage: Acquired
- Total Funding till date: $60.8M
- Employee Count: 98 as on Sep 30, 2026
- Investors: Trinity Capital, UPMC and 11 Others
- Latest Funding Round: Series B, Feb 29, 2024, $*****
- Highlight: Acquired
4. MakeSpace
On demand storage and local moving services. It is a physical storage services provider that lets users to schedule pick up of items, manage stored items through online portal and mobile app. Users can see and manage a catalog of the belongings stored. It provides customizable storage solutions, including warehouse storage, self storage, moving, and packing supplies. The company also offers an online photo inventory system for customers to track their stored items. Users can order return delivery of items for an additional fee.
Key facts about MakeSpace
- Founded Year: 2013
- Location: New York City (United States)
- Stage: Series E
- Total Funding till date: $133M
- Employee Count: 73 as on Sep 30, 2026
- Investors: Harmony Partners, Harmony Venture Partners and 26 Others
- Latest Funding Round: Conventional Debt, May 21, 2020, $*****
- Highlight: Editors' Pick
5. Katerra
Provider of end-to-end construction design solutions. The company offers a bathroom design solution by leveraging 3D technology. Additionally, it also enables users to create modular hotel room designs. The company also offers a suite of software solutions & tech tools that include 'Apollo' - an AEC platform to manage construction projects, a pre-engineered building platform for manufacturing & field assembly, an energy management system, HVAC management systems, and a retail platform for building products & interior finish products.
Key facts about Katerra
- Founded Year: 2015
- Location: Menlo Park (United States)
- Last Known Valuation: $*****
- Stage: Deadpooled
- Total Funding till date: $2.01B
- Employee Count: 100 as on Jul 31, 2026
- Investors: AME Cloud Ventures, SoftBank Group and 20 Others
- Latest Funding Round: Series D, Dec 30, 2020, $*****
Summit Action's Year-on-Year Investment Trends
Summit Action has invested in 10 companies over the last 10 years, with an average of 1 new investment annually in the last 10 years. Its most recent first time investment was in Moxe Health and most recent follow-on round was in Ometria Technologies.Year | No. of Investments | ||
|---|---|---|---|
1st Round | Follow-on | Total | |
2026 (YTD) | 0 | 0 | 0 |
2025 | 0 | 0 | 0 |
2024 | 0 | 0 | 0 |
2023 | 0 | 0 | 0 |
2022 | 0 | 0 | 0 |
2021 | 1 | 1 | 2 |
2020 | 0 | 0 | 0 |
2019 | 0 | 1 | 1 |
2018 | 2 | 0 | 2 |
2017 | 3 | 1 | 4 |
Summit Action's Investments by Stage
Summit Action has made 5 investments in Series A stage with an average round size of $4.98M, 1 investment in Seed stage with an average round size of $3M and 1 investment in Series C stage with an average round size of $30M.Stage of entry | No. of Investments |
|---|---|
Series A | 5 |
Seed | 1 |
Series C | 1 |
Note: We have considered here, only first round of investments
Summit Action's Investments by Sector
Summit Action has a diverse portfolio, with companies operating in the Consumer, Enterprise Applications, HealthTech, Retail and Big Data - Industry Applications. Notably, it has invested in 10 Tech companies, 6 Consumer (B2C) companies, 6 Enterprise (B2B) companies and at least 6 companies focusing on Software.Sector | No. of Investments |
|---|---|
Consumer | 4 |
Enterprise Applications | 3 |
HealthTech | 2 |
Retail | 2 |
Big Data - Industry Applications | 1 |
Others | 5 |
Note: We have considered here, only first round of investments
Summit Action's Investments by Geography
Summit Action has made most investments in United States (6), followed by United Kingdom where it has made 1 investment.Country | No. of Investments |
|---|---|
United States | 6 |
United Kingdom | 1 |
Note: We have considered here, only first round of investments
Summit Action's recent investments
Summit Action has not made any investment in 2026 so far.Here are the most recent investments by Summit Action:
Filter this listDate | Company | Location | Round Details | Round Amount | Co-Investors |
|---|---|---|---|---|---|
Nov 11, 2021 | United Kingdom | Series C | 3678 | ||
Jan 11, 2021 | United States | Series A | 6175 | [+3] | |
Sep 23, 2019 | United Kingdom | Series B | 1210 | [+3] | |
Nov 27, 2018 | United States | Seed | 9780 | [+8] | |
May 18, 2018 | United States | Series A | 4339 | - |
Acquired companies in Summit Action's Portfolio
4 companies from Summit Action's portfolio have been acquired. The most recent acquisition was Moxe Health in Mar 2026 by BV Investment Partners for $*****.Here are Summit Action's portfolio companies that got acquired most recently:
Company | Acquisition Date | First Invested on | First Round of Investment | Round Size |
|---|---|---|---|---|
Mar 10, 2026 | Jan 11, 2021 | Series A | 3076 | |
Mar 14, 2023 | Nov 27, 2018 | Seed | 2570 | |
Dec 12, 2022 | - | - | 6854 | |
May 03, 2022 | Feb 23, 2017 | Series A | 6920 |
Team profile of Summit Action
Summit Action has a team of 6 members including 6 Partners located in United States. Summit Action's team does not sit on the board of any company as of now.Here is a list of all team members in Summit Action:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | United States | - | - | |
Partner | Miami | - | ||
Partner | Richmond | - | - | |
Partner | New York City | - | ||
Partner | Eden | - | - | |
Partner | Eden | - | - |
Co-investors of Summit Action
Over the past 10 years, 116 investors have co-invested in Summit Action's portfolio companies. This includes funds and angels.
- Invested before Summit Action: Inventure Partners, Saatchinvest and 55 others have invested in rounds before Summit Action. There is 1 company where Inventure Partners has invested before Summit Action and 1 company where Saatchinvest has invested before Summit Action.
- Top Co-investors of Summit Action: 30 investors entered a company along with Summit Action. These include investors like Bright Pixel Capital (1 company).
- Invested after Summit Action: A total of 29 investors have invested in Summit Action's portfolio after their investments. Top Investors include Canadian Imperial Bank of Commerce (1 company), InfraVia Capital Partners (1 company) and Octopus Ventures (1 company).
Recent News related to Summit Action
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Ometria raises $40M C round to automate CRM for retailersTechCrunch+•Nov 11, 2021•Ometria Technologies, InfraVia Capital Partners, Octopus Ventures, Sonae IM and 3 others
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Moxe Announces Funding to Accelerate GrowthBusiness Wire•Jan 11, 2021•Moxe Health, UPMC, Summit Action, Safeguard Scientifics and 2 others
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London-based retail platform Ometria raises €19 million to save consumers from endless irrelevant marketingEU-Startups•Sep 23, 2019•Ometria Technologies, Octopus Ventures, Sonae IM, Summit Action and 24 others
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Clyde Raises $3M to Bring Useful Warranty Programs To Retailers That Consumers Will LoveAlleyWatch•Dec 04, 2018•Clyde, Clyde, Red Sea Ventures, RRE Ventures and 7 others
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West Creek Financial Raises $7 Million of Convertible DebtHfbusiness•May 22, 2018•West Creek Financial, Summit Action
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AI-powered customer marketing platform Ometria raises $6M Series A – TechCrunchTechCrunch+•Oct 11, 2017•Ometria Technologies, Summit Action, Sonae IM, Samos Investments and 21 others
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Zenrez raises another $6 million to take on ClassPassTechCrunch+•Mar 02, 2017•Zenrez, Summit Action, Transmedia Capital, Nucleus Adventure Capital and 3 others
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TripleMint Raises $4.5M in Series A FundingFinSMEs•Feb 23, 2017•TripleMint, DN Capital, Summit Action, BtoV
