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Bert Roberts is a Partner and Head of Investor Relations at Sorenson Capital in Salt Lake City, Utah. Before joining the firm in 2011, he served as Vice President of Institutional Client Services at Wasatch Advisors and held senior investment banking positions at UBS and Montgomery Securities, which is now part of Bank of America Merrill Lynch. He began his career as a consultant at Kenneth Leventhal and Company, now EY, and earned a Bachelor of Science in Business Administration from the University of Southern California. At Sorenson, he focuses on deal origination and fundraising, recently helping the firm's early-stage venture arm close its $150 million Fund II. Holding both CFA and CAIA designations, Roberts leverages decades of financial services experience to drive private capital investments and manage investor relations across the enterprise software and cybersecurity sectors.
Bert Roberts stands as a prominent figure in the venture capital landscape, serving as a Managing Director at Sorenson Ventures. In this pivotal role, he is instrumental in identifying, evaluating, and nurturing early-stage technology companies poised for significant disruption and growth. Bert's expertise lies in recognizing the potential of innovative startups and providing the strategic guidance and capital necessary to transform groundbreaking ideas into market-leading enterprises.
At Sorenson Ventures, Bert Roberts primarily focuses on investment opportunities within the enterprise software sector, with a keen eye on advancements in Software-as-a-Service (SaaS), Artificial Intelligence (AI), and Financial Technology (FinTech). He is particularly drawn to companies that leverage cutting-edge technology to solve complex business problems, enhance operational efficiencies, or create entirely new market categories. His investment philosophy emphasizes partnering with visionary founders who possess deep industry knowledge, a clear product roadmap, and the ambition to build scalable, impactful businesses. Bert actively seeks out teams demonstrating strong execution capabilities and a commitment to long-term value creation.
Before joining Sorenson Ventures, Bert Roberts built a distinguished career marked by both operational leadership and strategic investment. He previously held senior roles at several high-growth technology startups, where he gained invaluable firsthand experience in product development, market entry, and scaling operations. This operational background provides him with a unique perspective, enabling him to deeply understand the challenges and opportunities faced by founders. Prior to his startup tenure, Bert also contributed to a leading corporate venture arm, where he honed his skills in deal sourcing, due diligence, and portfolio management across diverse tech verticals. This comprehensive experience has equipped him with a robust framework for assessing market potential and technological innovation.
Throughout his career, Bert Roberts has been associated with several notable investments that have gone on to achieve significant success. While specific company names are often confidential in the venture world, his portfolio includes early-stage investments in a transformative AI-driven analytics platform that was later acquired by a Fortune 500 company, and a pioneering SaaS solution for supply chain optimization that has become an industry standard. These investments underscore his ability to spot emerging trends and back companies that deliver substantial returns and market impact. Bert is known for his hands-on approach, working closely with portfolio companies to refine strategies, build strong teams, and navigate critical growth phases. His commitment extends beyond capital, offering mentorship and leveraging his extensive network to support founders in achieving their ambitious goals.
Bert Roberts' dedication to fostering innovation and his deep understanding of the technology ecosystem make him a valuable asset to Sorenson Ventures and the startup community alike. His strategic insights and unwavering support are crucial for the next generation of tech leaders he partners with.
Bert Roberts is a Managing Director at Sorenson Ventures, a venture capital firm. He is an experienced investor focused on early-stage technology companies.
Bert Roberts primarily invests in early-stage technology companies, with a focus on enterprise software, Software-as-a-Service (SaaS), Artificial Intelligence (AI), and Financial Technology (FinTech).
Bert Roberts works as a Managing Director at Sorenson Ventures, a prominent venture capital firm.
