Benjamin Maxim

CTO

29 past transactions

Debbie

Seed Round in 2025
Debbie is a mobile platform designed to help consumers achieve financial stability by rewarding them for reaching specific financial goals. Unlike traditional systems that reward spending, Debbie focuses on positive reinforcement and financial incentives to address negative behaviors contributing to financial insecurity. The company has assisted over 10,000 individuals in paying off more than $1 million in debt and saving over $10 million. Founded by experts with backgrounds in personal lending and venture capital, Debbie offers a platform that visualizes debt payoff progress and provides cashback for activities such as paying off credit cards, mortgages, buy now pay later services, side hustling, and medical debt payment.

Goalsetter

Series A in 2024
Goalsetter is a fintech company that provides a comprehensive digital platform designed to educate families about personal finance and help children develop healthy savings habits. The platform offers goal-based savings tools, including automatic savings features like round-ups and scheduled deposits, along with spending trackers to monitor budgets. It also incorporates engaging educational content such as financial quizzes and videos tailored for kids. Additionally, Goalsetter Classroom serves as an in-school learning management system for K-12 students, offering a teacher-led curriculum focused on financial literacy.

CU LIFT Fund

Venture Round in 2024
CU LIFT Fund is a software development company based in Austin, Texas, founded in 2023. It specializes in providing business-to-business software-as-a-service (SaaS) solutions designed for lenders and auto dealerships. The company's innovative approach facilitates the creation of strong relationships between these traditionally competitive financial services sectors. By leveraging platforms such as Oracle NetSuite, Salesforce, and Azure, along with proprietary technology, CU LIFT Fund streamlines processes related to auto lending and financing. Its products cater to franchise auto dealerships and credit unions, enhancing the efficiency of auto loan transactions and electronic funding services for customers engaged in auto buying and financing.

Origence

Venture Round in 2024
Origence, founded in 1994 and headquartered in Irvine, California, is a provider of automation solutions tailored for credit unions, banks, and mortgage banks. The company's primary focus is to enhance operational efficiency within financial institutions by streamlining processes through innovative technology. By addressing the unique needs of these organizations, Origence aims to improve productivity and service delivery in the financial sector.

CU REVL

Venture Round in 2024
CURevl is a credit union service organization providing low-cost education finance products to consumers using a network of credit unions. Their unique approach to the marketplace incorporates a partnership centered on a product life cycle that includes borrower acquisition, loan origination, loan servicing, credit insurance, and capital markets support.

Ascent Platform

Venture Round in 2024
Ascent Platform develops and creates software and online tools to develop infrastructure of data storage. It is based in New York, USA.

ChangEd

Venture Round in 2024
ChangEd is a mobile application that assists users in paying down their student loans. It securely connects to users' credit and debit cards, rounding up purchases to the nearest dollar and applying the difference towards loan payments.

Debbie

Venture Round in 2024
Debbie is a mobile platform designed to help consumers achieve financial stability by rewarding them for reaching specific financial goals. Unlike traditional systems that reward spending, Debbie focuses on positive reinforcement and financial incentives to address negative behaviors contributing to financial insecurity. The company has assisted over 10,000 individuals in paying off more than $1 million in debt and saving over $10 million. Founded by experts with backgrounds in personal lending and venture capital, Debbie offers a platform that visualizes debt payoff progress and provides cashback for activities such as paying off credit cards, mortgages, buy now pay later services, side hustling, and medical debt payment.

Ranqx

Venture Round in 2024
Ranqx develops digital lending software for small business loans. Its platform simplifies the loan application process, minimizes credit risk, and facilitates real-time financial data analysis to aid lending decisions.

Members Mobile

Venture Round in 2024
Members Mobile is a mobile virtual network operator that offers mobile services for credit union members,

CU LIFT Fund

Series A in 2023
CU LIFT Fund is a software development company based in Austin, Texas, founded in 2023. It specializes in providing business-to-business software-as-a-service (SaaS) solutions designed for lenders and auto dealerships. The company's innovative approach facilitates the creation of strong relationships between these traditionally competitive financial services sectors. By leveraging platforms such as Oracle NetSuite, Salesforce, and Azure, along with proprietary technology, CU LIFT Fund streamlines processes related to auto lending and financing. Its products cater to franchise auto dealerships and credit unions, enhancing the efficiency of auto loan transactions and electronic funding services for customers engaged in auto buying and financing.

Goalsetter

Series A in 2023
Goalsetter is a fintech company that provides a comprehensive digital platform designed to educate families about personal finance and help children develop healthy savings habits. The platform offers goal-based savings tools, including automatic savings features like round-ups and scheduled deposits, along with spending trackers to monitor budgets. It also incorporates engaging educational content such as financial quizzes and videos tailored for kids. Additionally, Goalsetter Classroom serves as an in-school learning management system for K-12 students, offering a teacher-led curriculum focused on financial literacy.

ChannelNet

Acquisition in 2023
ChannelNet is a company that specializes in digital customer acquisition, retention, and conquest, focusing on marketing automation and sales solutions. It provides omnichannel marketing automation services that integrate marketing, sales, and service channels. The company offers a range of services, including digital marketing, email marketing campaigns, personalized content creation, and real-time insights. By implementing customer-centric strategies, ChannelNet enables businesses to enhance customer engagement and expand their market reach.

Strivve

Venture Round in 2023
Strivve is a fintech platform that automates digital card onboarding and online transactions. It enables instant addition, updates, and activation of new or replacement cards across websites, along with seamless integration across online experiences. Founded in 2014 and based in Seattle, Strivve serves payment card issuers, banks, and credit unions by providing streamlined card issuance and account linking workflows that improve control and competitiveness in online commerce.

Tandem

Seed Round in 2023
Tandem is a financial operating system for couples. It offers a payment application designed to offer a quick and easy way for couples to share expenses. The company's application puts expense sharing on auto-pilot, helps split expenses with a swipe, and imports expenses from cards and accounts, enabling users to get a better handle on their money.

Pocketnest

Venture Round in 2023
Pocketnest is a fintech company specializing in comprehensive digital financial planning for Generation X and millennials. It partners with various financial institutions such as banks, credit unions, and investment advisors to provide white-label software solutions. Leveraging psychology, behavioral science, and coaching principles, Pocketnest helps users navigate ten key personal finance themes, generating tailored action plans and recommendations.

Facteus

Venture Round in 2023
Facteus transforms raw financial transaction data from legacy systems into actionable insights for businesses. Serving financial institutions, payment processors, investment companies, and retail corporations, Facteus enables clients to make informed decisions, automate tasks, optimize data strategies, and generate revenue while maintaining safety, security, and compliance.

Ascent Platform

Venture Round in 2023
Ascent Platform develops and creates software and online tools to develop infrastructure of data storage. It is based in New York, USA.

AKUVO

Venture Round in 2023
AKUVO offers cloud-native software for financial institutions to manage collections and credit risk. Its platform uses AI, ML, and NLP technologies to improve collection efficiency, reduce staff costs, predict delinquencies, and inform future credit decisions.

Prizeout

Corporate Round in 2023
Prizeout operates an ad-tech platform that enables users to withdraw funds as digital gift cards. Its platform facilitates cashback offers from brands for customers of partner institutions, including financial services, gaming companies, and gig economy startups.

Larky

Corporate Round in 2023
Larky develops a marketing and engagement platform that enables organizations to connect with their audiences via targeted geo-notifications. Serving clients across various industries in the US and Canada, Larky's solutions include mobile platforms for merchant-funded loyalty programs, driving customer engagement, and boosting non-interest income.

Flow Networks

Corporate Round in 2023
Flow Networks is a fintech company that enhances the consumer payment experience by providing a fully digital purchase journey. The company has developed a cloud-based software technology integration engine that facilitates real-time customer engagement. This platform allows businesses to interact with customers multiple times a day based on their payment behavior. Additionally, Flow Networks offers secure and private digital receipts that are sent back to the original payment source. This capability enables card issuers and merchants to effectively reach, engage, and retain customers, encouraging repeated use of their products and services.

NYMBUS

Venture Round in 2023
NYMBUS, Inc. is a technology company based in Miami Beach, Florida, that specializes in providing Software-as-a-Service solutions for financial institutions. Established in 2006, NYMBUS offers a comprehensive platform that includes SmartLaunch, which allows banks to quickly establish a digital brand; SmartMarketing, a customer relationship management tool; and SmartCore, a digital-first core data processing solution. Additionally, the company provides SmartDigital, a core-agnostic integration platform, SmartPayments for real-time payment processing and fraud protection, and SmartServices for direct access to industry expertise. By enabling financial institutions of all sizes to innovate and launch full-service digital banks efficiently, NYMBUS aims to transform the financial services landscape while ensuring a risk-free and customer-centric digital experience.

Pocketnest

Seed Round in 2022
Pocketnest is a fintech company specializing in comprehensive digital financial planning for Generation X and millennials. It partners with various financial institutions such as banks, credit unions, and investment advisors to provide white-label software solutions. Leveraging psychology, behavioral science, and coaching principles, Pocketnest helps users navigate ten key personal finance themes, generating tailored action plans and recommendations.

Nickels

Venture Round in 2022
Nickels is a company that focuses on helping consumers of banks and credit unions manage their finances through the application of behavioral science. It develops white-label digital products aimed at enhancing the financial health of its users. These products allow customers to link their loans and receive tailored recommendations for loan repayments. By providing tools that facilitate tracking of loans, Nickels supports both individual consumers and businesses in making informed financial decisions, ultimately promoting economic growth and stability.

AKUVO

Debt Financing in 2022
AKUVO offers cloud-native software for financial institutions to manage collections and credit risk. Its platform uses AI, ML, and NLP technologies to improve collection efficiency, reduce staff costs, predict delinquencies, and inform future credit decisions.

AKUVO

Debt Financing in 2022
AKUVO offers cloud-native software for financial institutions to manage collections and credit risk. Its platform uses AI, ML, and NLP technologies to improve collection efficiency, reduce staff costs, predict delinquencies, and inform future credit decisions.

Pocketnest

Seed Round in 2022
Pocketnest is a fintech company specializing in comprehensive digital financial planning for Generation X and millennials. It partners with various financial institutions such as banks, credit unions, and investment advisors to provide white-label software solutions. Leveraging psychology, behavioral science, and coaching principles, Pocketnest helps users navigate ten key personal finance themes, generating tailored action plans and recommendations.

LiveGiveSave

Acquisition in 2021
Spave, a fintech mobile app that enables anyone to use their everyday purchases to increase their savings as well as give to causes they care about without changing behavior. It was founded in 2016 and is headquartered in Red Wing, Minnesota.
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