# Morgan Rutman

> Morgan Rutman is a Series C investor at Willoughby Capital (White Plains) backing CRM and SaaS. See 2 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Willoughby Capital](https://shizune.co/investors/profile/willoughby-capital)
- Location: White Plains, United States
- Total investments: 2
- Last investment: Aug 2021
- Lead investor: 0%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/morgan-rutman-942a2849/

Morgan Rutman is a Series C investor at Willoughby Capital in White Plains focused on CRM and SaaS. Morgan Rutman is the President of Willoughby Capital Holdings. Mr. Rutman graduated with honors from the Whittemore School of Business and Economics at the University of New Hampshire.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| CRM | 1 | 50% |
| SaaS | 1 | 50% |
| Cloud Computing | 1 | 50% |
| Customer Service | 1 | 50% |

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series C | 1 | 50% |
| Series D | 1 | 50% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Talkdesk | Talkdesk offers an enterprise contact center platform that allows companies to make the customer experience a competitive advantage.With its performance and consumer-like ease of use, Talkdesk easily adapts to the evolving needs of sales and support teams and their end-customers, resulting in increased customer satisfaction, productivity, andcost savings. Over 1,400 innovative enterprises around the world, including IBM, Acxiom, and Zumiez rely on Talkdesk to power their customer interactions.The San Francisco, California-based company was formed by Cristina Fonseca and Tiago Paiva in 2011. | $230M | Series D | Aug 12, 2021 |  |
| Talkdesk | Talkdesk offers an enterprise contact center platform that allows companies to make the customer experience a competitive advantage.With its performance and consumer-like ease of use, Talkdesk easily adapts to the evolving needs of sales and support teams and their end-customers, resulting in increased customer satisfaction, productivity, andcost savings. Over 1,400 innovative enterprises around the world, including IBM, Acxiom, and Zumiez rely on Talkdesk to power their customer interactions.The San Francisco, California-based company was formed by Cristina Fonseca and Tiago Paiva in 2011. | $143M | Series C | Jul 23, 2020 |  |

2 of 2 investments shown.

## Co-investors
- [Franklin Templeton](https://shizune.co/investors/profile/franklin-templeton-investments) — VC Fund, 2 deals together
- [Transpose Platform Management](https://shizune.co/investors/profile/ti-platform-management) — VC Fund, 2 deals together
- [Top Tier Capital Partners](https://shizune.co/investors/profile/top-tier-capital-partners) — VC Fund, 2 deals together
- [Viking Global Investors](https://shizune.co/investors/profile/viking-global-investors) — VC Fund, 2 deals together
- [Alpha Square Group](https://shizune.co/investors/profile/alpha-square-group) — VC Fund, 1 deal together
- [Amity Ventures](https://shizune.co/investors/profile/amity-ventures) — VC Fund, 1 deal together

## About Willoughby Capital

VC Fund · New York, United States

Willoughby Capital is an investment firm that combines institutional scale with a permanent capital base. Willoughby is focused on partnering with best-in-class growth companies across private and public markets. It was founded in 2009 by Daniel Och and is headquartered in New York, United States.

3 contacts available at Willoughby Capital.

| Name | Title | Profile |
| --- | --- | --- |
| Morgan Rutman | President | https://shizune.co/investors/profile/morgan-rutman |
| Daniel Och | Founder, Chairman | https://shizune.co/investors/profile/daniel-och |
| Greg Geremia | Manager of Operations | https://shizune.co/investors/profile/greg-geremia |

## Similar investors

### Similar stage
- [Sequoia Capital](https://shizune.co/investors/profile/sequoia-capital) — VC Fund
- [New Enterprise Associates](https://shizune.co/investors/profile/new-enterprise-associates) — VC Fund
- [Bessemer Venture Partners](https://shizune.co/investors/profile/bessemer-venture-partners) — VC Fund

## FAQ

### What does Morgan Rutman invest in?

Morgan Rutman invests primarily in CRM, SaaS and Cloud Computing startups, most often at Series C and Series D stage. Most of the 2 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 Morgan Rutman last invest?

The most recent investment recorded for Morgan Rutman closed in Aug 2021. Shizune tracks 2 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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