Steven C. Jones

## PROSPECT INFORMATION: Name: Steven C. Jones Title: Chairman & Managing Partner Fund: Aspen Capital Group Background: Steven Jones is the Managing Partner at Aspen Capital Group. He holds an MBA from The Wharton School (1989-1991) in Corporate Finance & Accounting and a BS in Computer Engineering from the University of Michigan (1981-1985). He has a diverse career including roles as Board Member for CLARA Analytics and Sureify, Lead Investor at Transcend, and Investor & Board Observer at Deposco. He was previously CFO and EVP of Finance at NeoGenomics Laboratories and a Vice President at Merrill Lynch. He also served as a Captain in the United States Air Force. Steven has recently shared posts on LinkedIn: On September 7, 2023, he celebrated CLARA Analytics' $24 million Series C funding, stating, "Great Job CLARA Analytics, and welcome Spring Lake Equity Partners. We are honored to be a part of this amazing journey!". On June 17, 2021, he announced Heather Wilson as the new CEO of CLARA Analytics, commenting, "I’m delighted to introduce Heather Wilson as the new CEO of CLARA Analytics. She is amazing executive with a penchant for driving big outcomes.". On May 21, 2020, he shared Aspen Capital Group's partnership with CLARA analytics and on March 17, 2020, he shared an article quoting him: “We have a deep approach and like to help companies with more than just money... That’s our brand — we do whatever it takes to make people successful.” Fund details: - Description: Aspen Capital Group is a growth equity firm that partners with founders and entrepreneurs to build industry-leading vertical market software companies. Aspen Capital Group has a track record of partnering with companies to drive long-term growth. Our approach to creating value focuses on identifying and continuously driving toward the key product and customer initiatives required to achieve leadership and remain a leader in the industry segments we pursue. To do this, we help companies assemble world class Boards of Directors, Executive Teams and Strategic Partners. Aspen seeks to deploy $5M to $20M of capital per investment, and its unique capital base allows for significant flexibility in structuring and determining the hold period for each investment. Aspen Capital brings significant expertise and resources, and is an ideal partner to founders and entrepreneurs looking to building leading companies. Learn more by visiting our website or reaching out at info@aspencapgroup.com - Website: http://www.aspencapgroup.com - Location: Naples, Florida, United States - Lead qualification: 90/100 - Immediate priority: Strong fit — clearly a growth‑equity, vertical‑SaaS focus with a very small (4‑person) team and recent deal activity; AUM figures vary (~$1B reported) so fund‑size scoring taken conservatively. Use case: Deliver 40 qualified vertical‑market SaaS targets monthly that match Aspen’s check size (seeking $5M–$20M equity), with company revenue/ARR tier (e.g., $5M–$50M), buyer/owner contact details (CEO/founder), and outreach‑ready intel Pain points: • Partners managing portfolio companies instead of sourcing new deals • Limited proprietary reach into mid‑market vertical SaaS owner‑operator networks outside Naples/Florida • Competitive disadvantage scaling origination — small team limits coverage versus larger growth funds decision_maker: Steven (Steve) Jones — Managing Partner (team listed on firm site / public bios) portfolio_count: Not found - Recent deals: • Guidesly (Series A, 2024) - Aspen led / participated in $9.5M Series A (software platform) • Strategic transaction with Rithm Capital (2024) - completed strategic transaction; details in 2024 filings • Participation in an unnamed fintech funding round (2023) - Aspen listed as a participant alongside Oak HC • Portfolio company funding then acquired by Micross Components (2024) - Aspen led a funding round for a portfolio company that was later acquired by Micross (reported) Research: - Query: Aspen Capital Group (web (Steven C. Jones) recent investments? fund focus / thesis? - Answer: Aspen Capital Group focuses on growth equity investments, primarily in technology and SaaS sectors. Recent investments include new companies in the last year. The firm has a fund focus on scaling and developing portfolio companies.