# Melissa Daniels

> Melissa Daniels is a Series A investor at Morgan Stanley Expansion Capital backing Software. See 4 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Morgan Stanley Expansion Capital](https://shizune.co/investors/profile/morgan-stanley-expansion-capital)
- Location: San Francisco, United States
- Total investments: 4
- Last investment: Jul 2024
- Lead investor: 75%
- Last updated: Aug 2026

Melissa Daniels is a Managing Principal of Morgan Stanley Expansion Capital and the Co-Head and Managing Member of Morgan Stanley Venture Partners. Melissa has been an active growth equity investor and board member in numerous software, healthcare service, healthcare IT and medical device companies. Melissa's current and recent board positionsinclude Arcadian Management Services, Clinipace Worldwide, Discoverx, EKOS, IDeaS, National Healing, PeopleClick, and SouthernCare. Prior to joining Morgan Stanley, Melissa held operational and management roles in private companies, and also served as staff on a subcommittee of the US House of Representatives. Melissa earned a BA in Economics from the University of North Carolina at Chapel Hill and earned her MBA from the University of California at Berkeley.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Software | 3 | 75% |
| Medical Device | 2 | 50% |
| Legal | 1 | 25% |
| mHealth | 1 | 25% |
| Hospital | 1 | 25% |

17 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series A | 1 | 25% |
| Series B | 1 | 25% |
| Series C | 1 | 25% |
| Private Equity | 1 | 25% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Octagos Health | Octagos Health provides a cloud-based platform that aggregates remote and in-person interrogations for all cardiac rhythm management (CRM) manufacturers. Customers are benefited by improved quality of care, better population insights, higher billable events, more efficiency, higher patient compliance and more clinic empowerment. Our system reducesthe cost of care, upfront cost, staff time, paper processes and missed reimbursements. | $43M | Series B | Jul 09, 2024 |  |
| Gozio Health | Gozio Health develops full-featured, customizable digital front door platforms exclusively for healthcare systems. Gozio's extensible mobile platform enables seamless consumer interactions and provides an anytime, anywhere connection to patients that improves their overall experience and access to care. Popular patient engagement featuresinclude patented wayfinding with turn-by-turn navigation, virtual visits, physician directories, appointment scheduling, access to electronic health records, Urgent Care and Emergency Department wait-times, bill pay and extensive analytics capabilities. |  | Series A | Mar 30, 2022 |  |
| ValGenesis | ValGenesis is an Enterprise Validation Life-cycle Management system that manages an entire validation life-cycle process from start to end electronically. Automation of validation process reduces the validation cycle time and cost by at least 40 - 50%. ValGenesis enhances compliance, improves consistency and standardizes the corporate validationprocess. | $24M | Private Equity | May 04, 2021 |  |
| Rocket Lawyer | Rocket Lawyer provides online legal services to help users meet the legal needs of their families and business. It also offers free resources, documentation, cost-effective on-call lawyers, e-signatures, lawyer reviews and helps users to create legal documents and legal forms instantly with safe and secure storage that enables individuals,families, and business owners to get affordable and accessible legal services. | $19M | Series C | May 13, 2013 |  |

4 of 4 investments shown.

## Co-investors
- [Investor Growth Capital Limited](https://shizune.co/investors/profile/investor-growth-capital) — VC Fund, 1 deal together
- [Mucker Capital](https://shizune.co/investors/profile/muckercapital) — VC Fund, 1 deal together

## About Morgan Stanley Expansion Capital

VC Fund · New York, United States

Morgan Stanley Expansion Capital is a private equity platform targeting late-stage growth investments in technology, health care, consumer, digital media and other high-growth sectors. For nearly three decades, Morgan Stanley has successfully pursued growth investment opportunities. Expansion Capital’s experienced investment team combines extensivegrowth equity and franchise experience to pursue a value-creation strategy focused on operational and financial measures. The team works closely with the successful entrepreneurs and business professionals underlying its investments to assist in building proprietary advantage for portfolio companies. Expansion Capital also leverages the brand and global network of Morgan Stanley to source investment intelligence and opportunities.

5 contacts available at Morgan Stanley Expansion Capital.

| Name | Title | Profile |
| --- | --- | --- |
| Pete Chung | Managing Principal | https://shizune.co/investors/profile/pete-chung |
| Bill Reiland | Managing Director | https://shizune.co/investors/profile/bill-reiland |
| Lincoln Isetta | Managing Principal | https://shizune.co/investors/profile/lincoln-isetta |
| Melissa Daniels | Managing Director | https://shizune.co/investors/profile/melissa-daniels |
| Stanley Hua | Executive Director | https://shizune.co/investors/profile/stanley-hua-81c1 |

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## FAQ

### What does Melissa Daniels invest in?

Melissa Daniels invests primarily in Software, Medical Device and Legal startups, most often at Series A and Series B stage. Most of the 4 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 Melissa Daniels last invest?

The most recent investment recorded for Melissa Daniels closed in Jul 2024. Shizune tracks 4 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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