LP Profile

Greater Sum Ventures

Also known as greater sum

Single Family Office (SFO)Knoxville, United StatesFounded 2016
Knoxville
Headquarters
Investment Focus

About Greater Sum Ventures

Greater Sum Ventures is a Tennessee-based, founder-friendly investment firm in Knoxville, founded in 2016. It focuses on vertical software and tech-enabled service companies in the lower-middle market. The firm invests its own capital rather than raising formal funds, which it says gives it flexibility in sourcing, partnership structure and exit timing. Over its first ten years it reports partnering with founders to scale 24 platforms, six of which exceeded $1 billion in value, and completing more than 300 acquisitions. It reports $5.4 billion in assets as of September 15, 2025. Portfolio companies include Ministry Brands, Momentive Software, Catalis, Stax and Cypris.

Preferred Investment Types

Late Stage VenturePrivate EquityVenture Capital

Preferred Sectors & Themes

Financial ServicesLending and Investments
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Greater Sum Ventures from SEC and IRS filings.

IRS Form 990

Verified
Fiscal Year
2020
Source: IRS Form 990 (via ProPublica) Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Greater Sum Ventures?

Greater Sum Ventures is a single family office (sfo) based in Knoxville, United States.

Where is Greater Sum Ventures headquartered?

Greater Sum Ventures is headquartered in Knoxville, United States.

When was Greater Sum Ventures founded?

Greater Sum Ventures was founded in 2016.

What does Greater Sum Ventures invest in?

Greater Sum Ventures focuses on Late Stage Venture, Private Equity, Venture Capital, Financial Services, Lending and Investments.

How can I contact Greater Sum Ventures?

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