Invest. Grow.

Learn More
about

About

Mount Independence Investments is a family office that primarily invests early stage and growth capital in B2B service businesses focused on SaaS, IoT, the intersection of IoT and energy, and the health sector. We are not a microseed fund, rather a thesis-driven lifecycle investor that holds significant reserves to support the teams we choose to invest with. J.B. Lyon established Mt. Independence Investments in 2012, after spending the first 20 years of his career as an entrepreneur and intrapreneur, and the next 10 years as an investor.

investment-criteria

Investment Criteria

We have a long-term investment focus and goal of creating great companies.

We look for superb managers who have surrounded themselves with a strong team and smart investors.

We look for leaders who are candid and self-reflective and, as a result, will create a similar culture in their growing organization.

We prefer services (SaaS and other) to products, but will consider both.

We prefer B2B to B2C.

We seek scalable offerings that rely on great customer service and usability as core success factors.

We seek companies solving a clear problem with a competitive edge.

We like to see early and repeated customer acceptance.

 

 

 

 

investment-themes

Investment Themes

Aging & Health

For the next 20 years, baby boomers will be turning 65 at a rate of about 8,000 a day. Never has our country faced such a dramatic rate of growth of the aging population, nor have people ever lived longer.

SaaS

While the bulk of enterprise software is still deployed on-premises, Software as a Service (SaaS) is undergoing rapid growth as customers continue shifting their IT strategies.

more

 

Energy

Our nation faces an imperative for greater energy efficiency driven by growth in our aging population as well as new births and immigration — which together lead to a projected increase in population by 100 million over the next 40 years.

IoT

The Internet of Things (IoT) is the next disruptive technology transforming physical devices into two-way communicating, controllable mini-computers. The data amassed from this new wave of devices combined with machine learning will enable companies to optimize products, services, and operations in remarkable ways and re-shape nearly every business sector.

what-we-do

What We Do

Invest

We invest our capital in an ecosystem of businesses surrounding our investment themes.

Hands On

We provide strategic, operational and organizational guidance, including: pitch deck and strategic plan creation, support on hiring (and on addressing hiring mistakes), operational and process issues, website and app development, sales and marketing strategies.

Connect

We leverage our industry and professional service connections to help solve problems and drive growth.

Reinvest

Our goal is to invest throughout the life of the company.  We seek to maintain our pro-rata (or do more) as a company grows from seed to series A and B and beyond. 

portfolio

Portfolio

ener_allies_final_logos_OLEnerAllies – HVAC optimization with breakthrough economics

EnerAllies’ patented software-centric IoT platform remotely controls and monitors HVAC systems for small-box, multi-site enterprises. The solution reduces energy and maintenance costs and optimizes clientele comfort via cloud software and machine learning. By eliminating costly and complex hardware, the company offers uniquely compelling customer economics including 2x payback within the first year.

 


 

Gradient Energy Solutions – Oilfield services and water treatment

Gradiant Energy Services (GES™) is an oilfield services company addressing industry’s toughest water challenges through custom-engineered solutions and game-changing technologies. We serve oil and gas operators seeking safe, reliable, economic, environmental and efficient treatment, reuse and recycling of flowback and produced water.

 


 

Growcentia – Greener plants for a greener world

Growcentia was founded by a team of three Colorado State University soil microbiologists with PhD degrees that share a passion for enhancing soil health and promoting sustainable agriculture. Using innovative proprietary technology, this team developed
an approach to identify and apply nature’s very best microbes to improve nutrient availability to plants. Growcentia aims to help growers maximize the health of their soils or growth media to enhance plant health and yields, while minimizing environmental impacts of agriculture.

 


 

Screen Shot 2016-08-16 at 1.14.22 PM

Lyft – A ride wherever you need one

Lyft matches drivers with passengers who request rides through our smartphone app, and passengers pay automatically through the app. It is Uber’s largest competitor in the new multibillion dollar market car-sharing market.

 


 

Screen Shot 2014-06-30 at 7.41.13 PM

Visiting Angels – America’s premier non-medical senior home care provider

A home care agency, located in Brookfield, CT, which serves more than 2,000 families in southern Connecticut since 2002 by providing the highest quality non-medical care possible, enabling our clients to remain at home safely and comfortably.

 


 

Screen Shot 2016-08-16 at 12.59.56 PM (1)

XLHybrid – The first economically-viable hybrid electric solution for your fleets

XLHybrid is the leading developer and provider of simple, smart, sustainable hybrid electric solutions for the commercial vehicle market.  The system delivers a cost-effective solution that enables commercial and municipal fleets to quickly and
efficiently reduce transportation fuel consumption, lower operating costs, and measure performance to meet corporate sustainability goals.  The power train system deliver approximately, on average up to 20% fuel and CO2 emissions savings with 99.9+% fleet uptime on major OEM platforms.

 


 

Screen Shot 2014-06-30 at 7.38.41 PM ACQUIRED: Clear Care – Powerful home care software

A web-based home care software that offers an innovative solution for private duty and geriatric care management agencies. ClearCare’s award-winning mobile home care system for scheduling, integrated telephony, two-way caregiver messaging, and
marketing makes the business of home care administration intuitive, efficient, and paper-free.

 

team

J.B. Lyon, Managing Director

DSC_0047_3

Before founding Mount Independence Investments,  J.B. helped to create and manage two private equity firms: ZBI Ventures and Vision Media Investors, which focused investments in energy and media, respectively.

Prior to this, he was Vice President of Business Development for Staples, Inc. and Vice President of Operations for Staples Business Delivery unit. During his eight year tenure at Staples, J.B. led the launch of the Staples.com site, for which he wrote the business plan, led the development of the site, and served in marketing and operations positions.

Before joining Staples, J.B. co-founded and managed Uncle Dave’s Kitchen, a nationally distributed, all-natural pasta sauce and condiment packaged foods company. Earlier, he spearheaded the use of satellite technology in the 1988 presidential election. J.B. also served as Assistant to the President of New World Entertainment, the production company that produced The Wonder Years. During high school, J.B. led his first entrepreneurial venture when he created a company with his father that became the first licensee of Pac-Man paraphernalia.

J.B graduated with honors with a MBA from Harvard Business School and received a BA from Tufts University.

Tom Dolan, Partner

ThomasD

Tom leads more than 140 caregivers providing compassionate home care to our aging population. Tom has a long, successful track record as a highly innovative and entrepreneurial executive in developing and leading global businesses. He holds various advisory positions supporting several early/mid stage companies with a keen focus on supporting our aging population, for whom he has great passion. Tom holds a B.A. in Business Administration from the University of Bridgeport.