Chad Packard
General Partner @ Pelion Venture Partners
Salt Lake City, United States
Chad Packard is a Series A investor at Pelion Venture Partners in Salt Lake City focused on Software and Big Data. Chad Packard joined Pelion Venture Partners in 2008. Prior to Pelion, he was a Director of Cougar Capital, a venture fund managed by Brigham Young University. He is a member of the state bar association of California. Chad holds a B.A. in Economics from Brigham Young University, a J.D. from Santa Clara University, and a M.B.A. from Brigham YoungUniversity.
- Total investments:
- 26
- Last investment:
- Lead investor:
- 35%
Last updated:
For AI agents: llms.txt
Industries Chad Packard invests in
Stages Chad Packard invests in
Countries Chad Packard invests in
Contacts
| Type | Contact | Validation |
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| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
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Investment Focus
Industry
- Software 8 (31%)
- Big Data 3 (12%)
- SaaS 2 (8%)
- Analytics 2 (8%)
- Cloud Management 2 (8%)
Stage
- Series A 7 (27%)
- Seed 6 (23%)
- Series B 4 (15%)
- Series C 3 (12%)
- Funding Round 1 (4%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
| Canopy is the all-in-one practice management platform top-rated on G2 in both Tax Practice Management and Accounting Practice Management.It's built for U.S. CPA, tax, bookkeeping, advisory, and multi-service accounting firms of all sizes. Canopy consolidates CRM, workflow, document management, month-end close automation, time and billing,client portal, and AI into one platform with one login — replacing the disconnected stack of point solutions most firms cobble together over time.Where most practice management tools are strong in one area and shallow in others, Canopy is purpose-built to serve as a firm's entire operating system. Client relationships, engagements, deadlines, documents, communication, and payments all live in one place, giving every person in the firm a single source of truth from onboarding through billing.With good, better, best pricing, firms can start with what they need today and add capabilities as they grow — without switching platforms, retraining staff, or migrating client data to a new system. | $70M / Series C / Apr 23, 2025 | ||
| Subscript is a platform that allows users to develop, understand, and manage subscription businesses. This enables members to update the database, calculate measures such as ARR, net revenue retention, CAC, LTV, ARPA, and so on, and analyze customer segments. | $15M / Series A / Feb 27, 2025 | ||
| Rivet is fixing the adversarial relationship between healthcare providers and payers, arming providers with more sophistication and productivity to improve financial transparency and operational efficiency. | $20.5M / Series B / Jun 21, 2022 | ||
| Canopy is the all-in-one practice management platform top-rated on G2 in both Tax Practice Management and Accounting Practice Management.It's built for U.S. CPA, tax, bookkeeping, advisory, and multi-service accounting firms of all sizes. Canopy consolidates CRM, workflow, document management, month-end close automation, time and billing,client portal, and AI into one platform with one login — replacing the disconnected stack of point solutions most firms cobble together over time.Where most practice management tools are strong in one area and shallow in others, Canopy is purpose-built to serve as a firm's entire operating system. Client relationships, engagements, deadlines, documents, communication, and payments all live in one place, giving every person in the firm a single source of truth from onboarding through billing.With good, better, best pricing, firms can start with what they need today and add capabilities as they grow — without switching platforms, retraining staff, or migrating client data to a new system. | $35M / Series B / Dec 08, 2021 | ||
| Canopy is the all-in-one practice management platform top-rated on G2 in both Tax Practice Management and Accounting Practice Management.It's built for U.S. CPA, tax, bookkeeping, advisory, and multi-service accounting firms of all sizes. Canopy consolidates CRM, workflow, document management, month-end close automation, time and billing,client portal, and AI into one platform with one login — replacing the disconnected stack of point solutions most firms cobble together over time.Where most practice management tools are strong in one area and shallow in others, Canopy is purpose-built to serve as a firm's entire operating system. Client relationships, engagements, deadlines, documents, communication, and payments all live in one place, giving every person in the firm a single source of truth from onboarding through billing.With good, better, best pricing, firms can start with what they need today and add capabilities as they grow — without switching platforms, retraining staff, or migrating client data to a new system. | $11M / Series C / Jun 29, 2021 | ||
| For enterprises that depend on cloud cost visibility and optimization for business success, Yotascale is a cost management product that delivers the industry’s most accurate cost allocation and the most actionable cost optimization recommendations, leading to 50% or more in total savings. | $13M / Series B / Oct 12, 2020 | ||
| Rivet is fixing the adversarial relationship between healthcare providers and payers, arming providers with more sophistication and productivity to improve financial transparency and operational efficiency. | $8.3M / Series A / Mar 10, 2020 | ||
| Canopy is the all-in-one practice management platform top-rated on G2 in both Tax Practice Management and Accounting Practice Management.It's built for U.S. CPA, tax, bookkeeping, advisory, and multi-service accounting firms of all sizes. Canopy consolidates CRM, workflow, document management, month-end close automation, time and billing,client portal, and AI into one platform with one login — replacing the disconnected stack of point solutions most firms cobble together over time.Where most practice management tools are strong in one area and shallow in others, Canopy is purpose-built to serve as a firm's entire operating system. Client relationships, engagements, deadlines, documents, communication, and payments all live in one place, giving every person in the firm a single source of truth from onboarding through billing.With good, better, best pricing, firms can start with what they need today and add capabilities as they grow — without switching platforms, retraining staff, or migrating client data to a new system. | $8M / Venture - Series Unknown / Dec 04, 2019 | ||
| Monarx is an advanced malware detection and remediation solution for web hosters. Web environments are secured with Monarx. Without the need for signatures, their cloud-delivered server security offers continuous, real-time harmful script detection and proactive prevention. Also, they provide a free hunting and repair engine for web shells andbackdoors. The technology reduces the attack surface by hardening servers and apps and offering actionable intelligence about online security posture based on actual best practices. Monarx is setting the standard for post-exploit exploit prevention that is not signature-based. | $3.9M / Seed / Feb 20, 2019 | ||
| For enterprises that depend on cloud cost visibility and optimization for business success, Yotascale is a cost management product that delivers the industry’s most accurate cost allocation and the most actionable cost optimization recommendations, leading to 50% or more in total savings. | $8M / Series A / Nov 07, 2018 | ||
| See all 26 investments → | |||
Co-Investors
About Pelion Venture Partners
Pelion Venture Partners helps entrepreneurs and invests in early-stage B2B software-based companies. Since 1986, Pelion Venture Partners has been helping entrepreneurs turn early-stage concepts into tomorrow's industry-leading companies. Pelion invests in early-stage B2B software across the US. With 7 investment team members, Pelion has deepand diverse industry and investment experience. They are hands-on in their approach and work collaboratively with each portfolio company.
Pelion Venture Partners Contacts
| Name | Phone | Socials | |
|---|---|---|---|
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Chad Packard
General Partner
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Matt Mosman
General Partner
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Alayzain Rizavi
Senior Associate
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Benjamin Lambert
General Partner
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Bradley Hintze
Financial Associate
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FAQ
What does Chad Packard invest in?
Chad Packard invests primarily in Software, Big Data and SaaS startups, most often at Series A and Seed stage. Most of the 26 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Chad Packard?
Public channels for Chad Packard include LinkedIn. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
When did Chad Packard last invest?
The most recent investment recorded for Chad Packard closed in Apr 2025. Shizune tracks 26 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Sep 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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