# Chad Packard

> Chad Packard is a Series A investor at Pelion Venture Partners backing Software and Big Data. See 24 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Pelion Venture Partners](https://shizune.co/investors/profile/pelion-venture-partners)
- Location: Salt Lake City, United States
- Total investments: 24
- Last investment: Apr 2025
- Lead investor: 33%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/chad-packard-2397022/

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.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Software | 7 | 29% |
| Big Data | 3 | 13% |
| Analytics | 2 | 8% |
| Cloud Management | 2 | 8% |
| Enterprise Software | 2 | 8% |

38 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series A | 7 | 29% |
| Seed | 5 | 21% |
| Series B | 4 | 17% |
| Series C | 3 | 13% |
| Funding Round | 1 | 4% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Canopy | 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 | 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 | 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 | 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 |  | Dec 08, 2021 |  |
| Canopy | 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 | 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 |  |
| Yotascale | 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 | 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 | 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 |  | Dec 04, 2019 |  |
| Yotascale | 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 |  |

10 of 24 investments shown.

## Co-investors
- [Ankona Capital Partners](https://shizune.co/investors/profile/ankona-capital-partners) — VC Fund, 5 deals together
- [Tenaya Capital](https://shizune.co/investors/profile/tenaya-capital) — VC Fund, 5 deals together
- [NewView Capital](https://shizune.co/investors/profile/newview-capital) — VC Fund, 4 deals together
- [Engineering Capital](https://shizune.co/investors/profile/engineering-capital) — VC Fund, 3 deals together
- [Lux Capital](https://shizune.co/investors/profile/lux-capital) — VC Fund, 3 deals together
- [Ten Coves Capital](https://shizune.co/investors/profile/ten-coves-capital) — VC Fund, 3 deals together

## About Pelion Venture Partners

VC Fund · Salt Lake City, United States

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.

5 contacts available at Pelion Venture Partners.

| Name | Title | Profile |
| --- | --- | --- |
| Chad Packard | General Partner | https://shizune.co/investors/profile/chad-packard |
| Matt Mosman | General Partner | https://shizune.co/investors/profile/matt-mosman |
| Alayzain Rizavi | Senior Associate | https://shizune.co/investors/profile/alayzain-rizavi |
| Benjamin Lambert | General Partner | https://shizune.co/investors/profile/benjamin-lambert |
| Bradley Hintze | Financial Associate | https://shizune.co/investors/profile/bradley-hintze-32ce |

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- [General Catalyst](https://shizune.co/investors/profile/general-catalyst-partners) — VC Fund

## FAQ

### What does Chad Packard invest in?

Chad Packard invests primarily in Software, Big Data and Analytics startups, most often at Series A and Seed stage. Most of the 24 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### When did Chad Packard last invest?

The most recent investment recorded for Chad Packard closed in Apr 2025. Shizune tracks 24 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 Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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