Taylor Umscheid, CPA

Fund Controller

Taylor Umscheid, CPA, serves as Fund Controller. Taylor oversees the performance, accounting, and financial reporting of several Platform-sponsored investment funds.

Previously, she was an Associate at PwC, working on various audit engagements.

Taylor earned a Bachelor of Science in Accounting and a Master of Science in Accounting from the University of Kansas.

Assets under management as of December 31, 2023; includes affiliates that are not registered with the SEC as a Registered Investment Adviser and includes 100% of the underlying asset values or purchase prices for each transaction, but excludes associated closing costs. The loan originations are based on the loan commitment on the underlying notes. This does not represent Regulatory Assets Under Management as defined by the SEC. Registration of an investment adviser does not imply any level of skill or training.

Investment opportunities are intended for sophisticated investors only as they are speculative and involve a high degree of risk, which each investor must carefully consider. There can be no assurance that any investment objective will be achieved. An investor could lose all or a substantial amount of his, her or its investment. Past performance does not guarantee future results. Nothing herein constitutes investment advice or an offer to sell or a solicitation of an offer to buy any security and may not be relied upon in connection with the purchase or sale of any security.

This site is operated by Platform Ventures, LLC (“Platform”), which is not a registered broker-dealer. Platform does not give investment advice, endorsement, analysis or recommendations with respect to any securities. Investment advisory services are provided by Platform Investments, LLC, a registered investment advisory firm and a wholly owned subsidiary of Platform. Registration of an investment adviser does not imply any level of skill or training. All securities posted here are being offered by, and all information included on this site is the responsibility of, the applicable issuer of such securities. Platform has not taken steps to verify the adequacy, accuracy, or completeness of the information. Neither Platform nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind related to the adequacy, accuracy or completeness of any information on this site or the use of information on this site. By accessing this site and any pages thereof, you agree to be bound by the Terms of Use and Privacy Notice.

Certain offerings posted on the Platform Ventures’ investment platform through Juniper Square at platformv.junipersquare.com, are offered by RC Private Securities, LLC (“RCPS”), Member FINRA/SIPC located at 1511 Baltimore Avenue, Suite 300, Kansas City, MO 64108 and a wholly owned subsidiary of Platform Ventures. Such offerings offerings are conducted either pursuant to Regulation D, Rule 506 under the Securities Exchange Act of 1933 solely to Accredited Investors or other exemptions that may be limited to residents of certain US states. Investors acknowledge and accept the high risks associated with investing in privately held companies and early-stage ventures. RCPS does not make investment recommendations and no communication through this website or in any other medium should be construed as a recommendation for any security on or off this platform.

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