CFV Ventures

Coiniy cryptocurrency exchange allows a fast, cheap, and reliable way to buy Bitcoin online, as well as other cryptocurrencies (Bitcoin Cash, Ethereum, Ethereum Classic, XRP, EOS, Litecoin, Monero, ZCash, Augur) Established in 2019 as a fast-growing cryptocurrency exchange, Coiniy.com has become a multi-functional cryptocurrency exchange, trusted by over half a million users. Coiniy.com offers cross-platform trading via website, and mobile app, providing access to a high liquidity platform for top currency pairs on the market. Instant Bitcoin buying

AleFi is a social investing app that connects retail investors with experienced ones. Users can follow successful investors' portfolios for $5/month, with AleFi taking a 20% fee.

VoiceScript is a provider of legal technology and software as a service that modernizes court reporting and the broader legal industry. Its offerings enable court reporting agencies to deliver efficient transcripts while reducing production costs and delivery times. The platform supports remote videoconferencing with separate audio channels, video recording, and reporter annotation features, all accessible through a simple user interface with customizable hotkeys. It enables digital reporters to produce rough draft transcripts immediately after a proceeding and to generate real-time streaming transcripts with readbacks and playback options during a session. By facilitating scalable digital court reporting, VoiceScript helps agencies streamline workflows, improve turnaround times, and enhance profitability in the courtroom reporting ecosystem.

PTO Exchange is a company that specializes in transforming the value of paid time off for both employers and employees. Its SaaS-based platform enables employees to convert unused paid time off into various tangible benefits, including vacations, retirement funding, student loan payments, and charitable donations. By allowing employees to trade unused time off for goods and services, PTO Exchange provides a unique solution that enhances employee satisfaction and retention. Additionally, the platform supports a culture of sharing, as employees can donate their time off to non-profits or share it with colleagues. This innovative approach helps employers manage their benefits packages more effectively while promoting a supportive work environment.

ASA operates a fintech app store that empowers financial institutions, such as banks and credit unions, by providing a secure and compliant marketplace for innovative technology solutions. This platform enables financial institutions to offer diverse mobile tech options for budgeting, saving, investing, and business management, tailored to meet the varying needs of their customers. By facilitating access to cutting-edge tools developed by independent developers, ASA allows users to select the fintech solutions that best suit their preferences without the need for personal data registration or sharing sensitive financial information. This approach not only enhances customer choice and control but also reduces the risks and costs associated with developing proprietary technology.

InsureLife is a technology company that has created an AI-powered digital platform to bridge the gap between insurers and insurance buyers. The platform offers personalized insurance advice through short videos, guiding consumers in selecting appropriate insurance products. By leveraging artificial intelligence, InsureLife facilitates connections between insurers and reinsurers with suitable customers, enhancing the overall efficiency of the insurance purchasing process. The company's innovative approach not only aids consumers in making informed decisions but also supports insurers in reaching their target market effectively.

Bundle is an online mortgage marketplace that connects homebuyers with mortgage loan officers anonymously, reducing spam and enabling interactions on users own terms. The platform provides educational resources, budgeting tools, and a streamlined process to shop for mortgage options. Users can learn about the home-buying journey, set a budget, compare rates, and engage lenders through anonymous conversations, creating a starting point where borrowers can explore financing options comfortably. Bundle simplifies mortgage discovery by consolidating guidance, rate comparisons, and lender connections in one place, helping borrowers proceed with confidence.

Konduit is a no-code fintech infrastructure company founded in 2021. It connects banks, fintechs, and technology providers on a seamless platform, enabling real-time pre-qualified rates for consumer loans at reduced costs.

EPICA is a technology venture that focuses on providing businesses with enhanced decision-making capabilities through the analysis of audience behavior patterns. The company has developed an artificial intelligence prediction platform that processes large-scale big data, enabling real-time tracking and analysis of consumer behavior. By integrating online and offline data, EPICA offers unprecedented granularity and multi-dimensional relevance in understanding consumer journeys. This allows clients to make informed decisions based on the insights derived from the data, ultimately facilitating the management of personalized and segmented audiences to help them achieve their business objectives.

HEXANIKA, Inc. is a provider of data management and reporting solutions tailored for the financial services sector. Established in 2014 and headquartered in New York, with an additional office in Pune, India, the company offers a range of products designed to tackle data challenges such as quality, governance, and management costs. Its flagship solutions include SmartJoin, which integrates and manages data from various sources using advanced techniques like semantic logic and machine learning, and SmartReg, which focuses on regulatory compliance management. HEXANIKA also delivers out-of-the-box regulatory reports for banking and financial institutions on a subscription basis. Furthermore, the company provides a suite of services, including Big Data strategy, deployment, and analytics, facilitating end-to-end solutions for its clients in navigating the complexities of data sourcing and reporting.

Timechain specializes in facilitating large international payments to suppliers through blockchain technology while enhancing traditional Know Your Customer (KYC) and Anti-Money Laundering (AML) processes. By analyzing user transaction data from bank accounts and accounting software, Timechain can proactively identify potential fraud, fake identities, and shell companies. Additionally, the company offers a cryptocurrency wallet platform that allows users to buy, sell, trade, and manage various cryptocurrencies. This platform provides an efficient means for traders to hold and communicate about their crypto assets, thereby streamlining the trading of crypto tokens.

Knnct streamlines mortgage lending via its AI-driven peer-to-peer platform. It connects borrowers with suitable lenders swiftly and efficiently, benefiting both parties.

ArchiveCore is a cloud-based credentialing software company that streamlines verification of professional credentials across industries, including healthcare, education, skilled trades, and engineering. Its platform assigns each document a unique digital fingerprint to verify authenticity and uses distributed ledger technology to reduce administrative delays in credentialing, enabling qualified professionals to begin work faster and helping organizations maintain compliance with lower overhead.

Steamchain is a FinTech company that simplifies international B2B payments in the shipping and logistics sectors. Its platform reduces currency conversion costs and hedges against currency fluctuation risk, enabling secure transactions across borders. The system supports programmable payments and smart contracts in the client’s preferred currency, with a roadmap that includes artificial intelligence to enhance the customer experience and lower costs. The company has onboarded multiple billion-dollar clients and is growing revenue, offering cost-effective currency conversion, improved billing processes, and streamlined cross-border transactions for businesses.

Ethos offers personalized ESG data and software for financial advisors, asset managers, institutions, and investors. The company's software helps in aligning money with causes such as racial justice, climate action, LGBTQ equality, mental health, gender equality, education, and more.

Qoins Technologies, Inc., established in 2017 and based in Atlanta, Georgia, specializes in developing financial wellness applications. Its core product is an automated platform that helps users reduce their debt by rounding up daily credit card purchases and applying the spare change towards their student loans or credit card balances. This process, which occurs in $5.00+ increments, enables users to pay off their debt more quickly and achieve their financial goals.

Qualtik, Inc. is a technology company that specializes in developing a platform for commercial real estate portfolio analysis and reporting. Founded in 2019 and headquartered in Portland, Oregon, with an additional office in Austin, Texas, Qualtik's software is designed specifically for commercial lenders, including banks, debt funds, and credit unions. The platform, known as Spark, enables users to manage their commercial real estate and collateralized debt portfolios by providing real-time valuation, stress testing, scenario analysis, and customizable reporting. Qualtik's advanced filtering capabilities allow users to analyze individual loans or entire portfolios, uncover insights, identify risks, and make informed strategic decisions. By collating and organizing real estate data, Qualtik enhances visibility and accessibility, enabling clients to effectively manage their investments.

Lenme is a fintech company that facilitates peer-to-peer lending via its mobile application. It connects borrowers seeking small loans with lenders looking for investment opportunities, providing an alternative to traditional banking services.

Sabius is a financial technology company that specializes in income tax automation for self-employed individuals and freelancers. Its platform assists users in tracking their income, expenses, and overall tax liability, simplifying the tax filing process. By connecting freelancers and contractors with tax consultants, Sabius enables them to efficiently file their annual tax returns and manage self-assessments. The company's services are designed to streamline tax-related tasks, ensuring that users can focus on their work while maintaining compliance with tax regulations.

Isogriv is a developer of a no-code enterprise artificial intelligence platform that empowers both technical and non-technical users to leverage machine learning tools for predicting catalyst outcomes. The company's innovative platform integrates various data science tools that assign precise probabilities to binary catalysts while quantifying the associated risks of extensive data flows in legal and financial contexts. By enhancing existing content to render it actionable, Isogriv enables clients to utilize adaptable artificial intelligence powered by natural language processing, thereby facilitating more informed decision-making.

Mission “Providing superior real estate services to renters transitioning into homeownership through co-ownership”. About Cher® is the first real estate platform helping renters earning low to moderate income achieve homeownership. We do this by utilizing our all-in-one software and hands on support that streamlines the process of shared homeownership where buyers co-own to build equity in higher rates of appreciating homes, and later sell their fractional ownership. Our services provide accessibility to competitive in-house loan products, customer service support, legal contracts, TIC Loans, LLC formations, down payment assistance, data feeds to thousands of homes via MLS partnerships, Real Estate Brokers, educational resources, and opportunities to meet other pre-qualified buyers to co-own with or fractionally sell to. Our co-ownership programs and unique loan options with down payment assistance enable renters to transition into homeownership and build equity for the first time.

TRATO specializes in contract lifecycle management software designed to streamline legal processes. Its platform employs blockchain technology to automate contract flow, from creation to execution and reporting, serving financial institutions and law firms.

Cirrus Secure, Inc. is a document management company specializing in the banking industry. Its primary offering, Cirrus, is a loan document collection platform that organizes the collection process through a Secure Document Collection Portal, which utilizes Microsoft Cloud for storage. This software assists borrowers and their advisors by clearly outlining required documents at each stage of the loan process, facilitating secure uploads of sensitive information, and providing real-time status updates on the deal. By streamlining document management and automating collection tasks, Cirrus enhances collaboration and reduces confusion, allowing for a more efficient loan process. Founded in Evergreen, Colorado, Cirrus Secure continues to innovate in the field of document management since its inception in 2020.

FINBOA is a developer and provider of software-as-a-service (SaaS) solutions that focus on process automation for established companies, particularly in the banking sector. The company specializes in replacing manual compliance systems with intelligent automation, thereby enhancing efficiency and security in back-office operations. FINBOA's offerings include pre-built workflow solutions that address the complexities of payment disputes and regulatory compliance. By digitizing and automating these processes, FINBOA enables financial institutions to streamline operations, improve both staff and customer experiences, and foster growth. The company’s approach allows organizations to focus on more meaningful tasks while ensuring adherence to regulatory requirements.

WeatherCheck, Inc. is a technology company based in Louisville, Kentucky, that specializes in monitoring properties for potential weather-related damage. Founded in 2015, it provides property managers, insurance carriers, and mortgage companies with timely alerts regarding severe weather events, including hail, wildfires, tornadoes, floods, blizzards, heat waves, and cold snaps. The company's platform delivers crucial information about these conditions 24 hours before and after an event, allowing stakeholders to take proactive measures to protect their properties. By focusing on clarity during dynamic weather situations, WeatherCheck aims to assist property owners in securing insurance and mitigating damage from severe weather.

Redactable is a software company that provides a document redaction platform to permanently remove sensitive information from digital files. The platform automates detection of confidential data using pattern-based and manual redaction tools, and supports workflow management, cloud-based collaboration, and integrations with external systems. It serves legal teams, enterprises, and government agencies to help comply with privacy regulations, reduce data exposure risks, and streamline the processing of documents.

Apteo is a data-driven marketing technology company that empowers eCommerce and SaaS businesses to grow and retain customers. Its platform uses predictive analytics to identify customer churn risks, enabling proactive engagement strategies. Founded in 2017, Apteo is headquartered in New York.

KiteEdge is a knowledge and analytics company offering an AI-driven platform that unifies enterprise information. Its platform combines artificial intelligence with dynamic knowledge graphs to transform scattered data into a cohesive source of truth, enabling organizations to access their collective intelligence and improve decision-making and operational efficiency. The system uses a Framed Retrieval Augmented Generation FRAG process to leverage enterprise content and deliver precise, contextually relevant AI insights. Headquartered in London, KiteEdge provides reliable data foundations for better decisions across sectors, including financial services.

Richie AI offers an embedded lending infrastructure for B2B SaaS platforms, enabling them to provide discounted financing products to merchants. The platform includes loan application forms, application management system, private-labeled merchant portal, access to lenders, and multiple loan products, allowing SaaS platforms to retain control over leads and generate ancillary revenue.

Froogal offers a software-based wealth management engine that delivers automated financial planning tools.

Corl is a financial platform offering fast, revenue-based financing to high-growth businesses in North America. It provides growth capital through a revenue-sharing model rather than debt or equity, enabling companies to finance operations without diluting equity or relying on a single investor. The platform analyzes business data to evaluate financing decisions and can provide funding up to five times monthly revenue, up to a maximum of five million dollars, with rapid funding timelines. It focuses on accessible, flexible capital solutions for startups and small businesses seeking scale without traditional financing constraints.

ExSeed is a Digital Education Industry.

BoxMagic is a gym management platform that helps gym owners manage classes and reservations, run competitions, engage members through marketing features, and connect to online payments, enabling real-time scheduling and sales of products to members. Founded in 2017 and based in Charlotte, North Carolina, the platform supports event organization, community building, and loyalty.

Tunnel is a developer of cloud-based payment software that facilitates real-time global cross-currency payments without transaction fees. Utilizing distributed ledger technology, Tunnel offers its own payment infrastructure, including application programming interfaces and mobile applications. This innovative approach allows both individuals and companies to conduct transactions securely and efficiently, minimizing costs associated with traditional payment methods while enhancing fraud prevention.

FactSquared is a technology company that specializes in developing advanced, AI-powered research platforms tailored for media, politics, and finance. Its flagship product, Factbase, utilizes unique models for each subject to deliver high-accuracy, low-cost analytics, enabling users to conduct rapid and effective analysis of video, audio, and text content. The company employs machine learning and neural networks to convert unstructured data from various sources—including videos, audio files, PDFs, and images—into structured, searchable formats. Additionally, FactSquared operates factba.se as a public service aimed at enhancing transparency in political discourse.

GenesisAI Corporation is a marketplace focused on artificial intelligence products and services, established in 2018 and headquartered in Allston, Massachusetts. The company connects businesses seeking AI solutions, data, and models with those looking to monetize their AI technologies. By facilitating communication and data exchange among different AI systems, GenesisAI enhances the accessibility and affordability of AI technology for various enterprises. Its platform allows software engineers to discover, test, and integrate a wide range of AI-related APIs, thereby increasing the supply of AI services and promoting a collaborative environment for innovation. Overall, GenesisAI aims to streamline the development and deployment of AI solutions across industries.

Bundle is an online mortgage marketplace that connects homebuyers with mortgage loan officers anonymously, reducing spam and enabling interactions on users own terms. The platform provides educational resources, budgeting tools, and a streamlined process to shop for mortgage options. Users can learn about the home-buying journey, set a budget, compare rates, and engage lenders through anonymous conversations, creating a starting point where borrowers can explore financing options comfortably. Bundle simplifies mortgage discovery by consolidating guidance, rate comparisons, and lender connections in one place, helping borrowers proceed with confidence.

CARL operates an investment democratization technology platform that simplifies the process of building investment portfolios. The platform provides investors with exclusive access to quantitative investment strategies and hedge funds, allowing them to utilize sophisticated algorithms developed by experts in computer science, mathematics, and finance. CARL's innovative approach eliminates lock-up periods and offers real-time performance updates through a mobile application, enabling users to make informed investment decisions based on actionable insights derived from data-driven methods. This technology addresses the growing demand for advanced investment solutions in an evolving financial landscape.

Wunderfund is an equity crowdfunding portal that allows individuals to invest in early-stage companies with investments starting at $50. It serves as a platform facilitating online public offerings, enabling entrepreneurs and small businesses to raise capital from a broad audience. By connecting investors with startups, Wunderfund aims to provide accessible financing opportunities, thereby supporting the growth of innovative ventures.

RentHub is a real estate data platform that assists renters and landlords in determining the true market value of residential apartments. The company offers real-time pricing and forecasts specifically tailored for urban rental markets. Its innovative platform enables property developers to analyze trends, assess area rankings, and evaluate amenity premiums, thus facilitating informed decision-making for upcoming projects. By providing comprehensive data insights, RentHub empowers users to navigate the complexities of the rental housing market more effectively.

One Donation is a developer of a blockchain-based donation platform that facilitates charitable contributions for employees while enhancing corporate social responsibility. The platform allows users to easily make and track donations to causes that resonate with them personally, promoting a culture of giving within organizations. By streamlining the donation process, One Donation aims to improve employee engagement and foster community involvement, creating a more inclusive workplace culture. This innovative approach, referred to as "frictionless philanthropy," positions One Donation as a valuable partner for employers looking to enhance their brand and community presence through charitable initiatives.

iTrust is a cybersecurity company that specializes in providing advanced intelligence platforms for businesses. It assesses and enhances clients' security posture by offering detailed risk assessments, identifying vulnerabilities, and analyzing third-party networks. The company also offers pre-screening services for event attendees, identity management solutions for employees, vendors, and visitors, and real-time location-based compliance monitoring across multiple sites.

Mimble is a social gifting application designed to enhance the gifting experience by facilitating connections among friends and family. The mobile app allows users to track gift ideas, special events, and the interests of their loved ones, making it easier to select and send thoughtful gifts. It offers features such as instant gifting, chat, greeting cards, and event reminders, all within a user-friendly interface. Additionally, Mimble enables users to buy, send, upload, and redeem gift cards from various retailers, while also providing opportunities to earn rewards for different activities. The platform emphasizes an eco-friendly approach, aiming to make the gifting process enjoyable, efficient, and accessible.

WealthTab is a developer of a wealth and portfolio management platform designed to assist clients in managing their assets and investments. The company's software offers financial advice tailored to individual risk tolerance levels, ensuring that clients receive personalized guidance for effective investment management. Additionally, WealthTab facilitates client onboarding and account openings, streamlining the process for new users. By combining technology with financial insights, WealthTab aims to empower clients to make informed decisions regarding their financial futures.

Invoira is a B2B web and mobile platform that addresses invoice and payment challenges for businesses and their suppliers through a social media-like interface. By eliminating reliance on email for communication, Invoira streamlines accounts payable processes for small business accountants. The platform allows users to collect and validate vendor contact information and payment preferences in real time, track and analyze invoice and payment data, and facilitate electronic payments without disclosing sensitive banking information. This comprehensive approach enables businesses to eliminate paper invoices and checks, reduce costly wire transfers, and minimize the effort and expenses associated with processing payments.

Truss provides accounts payable automation and payment processing software for construction companies, enabling automated billing, invoicing, and reconciliation through secure ACH transfers between banks. The platform supports collecting payments from customers via email and allows funds to be used to pay suppliers or withdrawn, managed through a single dashboard. It targets US construction firms, including general contractors, subcontractors, and suppliers, and aims to streamline cash flows by eliminating cheque-based payments and reducing manual data entry.

CredPal is a financial technology company based in Lagos, Nigeria, founded in 2018 by Fehintolu Olaogun and Olorunfemi Jegede. The company offers a platform that enables both businesses and individuals to purchase goods and services and pay for them in installments at various online and offline merchants. CredPal's solution enhances transparency by allowing users to set up accounts and select payment plans that minimize risk. The platform connects customers with multiple financial institutions, providing convenient access to credit at the point of checkout. This service not only facilitates consumer purchases but also empowers retail businesses to offer on-demand credit to their customers, thereby enhancing the overall shopping experience.

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.

Optimis is an innovative company that specializes in alternative risk management for capital markets. It has developed a platform aimed at simplifying the management of interest rate risk, which enhances performance and allows for customized risk solutions. By optimizing capital deployment, Optimis helps investors achieve higher returns while eliminating unnecessary costs. Through its electronic marketplaces and advanced analytics, the company provides valuable tools that facilitate better decision-making in the complex landscape of capital markets.

Helium Loans is a Canadian direct online lender offering personal and business loans, including car financing, installment plans, and peer-backed loans. It aims to provide quick access to credit with minimal paperwork.

Collateral Velocity is a collateral management technology solution that provides the platform to streamline the medical claim obligations of the government and commercial insurance carriers, as well as short-term impact bonds for investors.

Hardbacon is a Canadian startup founded by former business journalist Julien Brault. It aims to empower individuals worldwide to make informed financial decisions through its platform, which offers tools for comparing financial products, buying stocks and bonds, syncing investment accounts, and analyzing portfolios.

Qbrics specializes in developing business process management (BPM) solutions that are Traceable, Immutable, and Auditable (TIA) to serve organizations in regulated sectors. The company offers a range of TIA-compliant solutions that utilize blockchain technology to register process steps, ensuring compliance and enhancing transparency. Its platform supports secure data collaboration across various private enterprise blockchains, regardless of the underlying infrastructure. By enabling organizations to collaborate effectively with partners, clients, vendors, and competitors, Qbrics helps reduce implementation costs through integrated standards-compliant encryption. This approach allows businesses to enhance their operational efficiency while adhering to regulatory requirements.

Speakalytics Inc is a company based in Atlanta, Georgia, that specializes in developing artificial intelligence-driven sales coaching software for contact centers. Founded in 2015, the company focuses on enhancing sales management by utilizing advanced technologies such as deep machine learning, natural language processing, and sentiment analysis. Speakalytics' solutions enable enterprises to analyze customer interactions, uncover sales patterns, and extract relevant emotional insights, thereby empowering sales leaders to train their teams effectively at scale. By improving the understanding of customer relationships and optimizing sales and marketing calls, Speakalytics aims to help businesses enhance their sales performance and profitability.

Saffe is a Munich-based artificial intelligence company focused on facial recognition for secure authentications and antifraud. Founded in 2015, it develops software that combines AI, facial biometrics, liveness detection, cryptography, and distributed computing to protect payments and online identities while upholding privacy standards. The technology enables mobile point-of-sale payments via smartphones without extra hardware and supports consumer verifications through seamless, privacy-first processes.

Beam streamlines intricate government program processes using configurable, intelligent workflows. Its platform supports end-to-end administration of programs, including application processing, eligibility determination, case management, payment handling, and reporting.

Curu, Inc. is a technology company based in Denver, Colorado, founded in 2016, that specializes in automated credit building solutions. Its flagship application analyzes users' credit reports, transactions, and financial behaviors to create customized action plans aimed at improving credit scores. By allowing users to link their financial accounts, Curu's sophisticated algorithms identify specific actions that individuals can take to enhance their creditworthiness. This not only helps applicants meet eligibility requirements for various financial products, such as credit cards and loans, but also enables lenders to open more accounts by providing insights into user behavior. Curu's innovative approach includes features like the "Extended Approval Plan" and a tailored risk model, making it a valuable partner for financial institutions seeking to enhance their clientele's credit profiles while promoting responsible financial management.

RegSmart is a developer of cloud-based governance and risk management software tailored for financial institutions. The company focuses on addressing cybersecurity and Bank Secrecy Act (BSA) compliance needs through a suite of automated tools designed for risk assessment and auditing. By integrating intuitive data collection processes and real-time reporting capabilities, RegSmart enables organizations to effectively identify and manage risks associated with money laundering and cybercrime. The software is supported by subject matter experts and is designed to produce comprehensive reports in plain language, providing actionable insights for regulatory compliance and risk management.

CapWay, Inc. is a fintech company based in Atlanta, Georgia, founded in 2016, that focuses on providing virtual banking products and services tailored for the financially underserved, including the unbanked and underbanked populations. The company offers a comprehensive digital platform that includes mobile banking, debit cards, savings accounts, bill payment services, and micro-lending options. In addition to these financial services, CapWay emphasizes financial literacy by providing educational resources to help customers improve their financial health. By leveraging technology, CapWay aims to create access to essential financial tools and opportunities, fostering a pathway toward financial stability and generational wealth for those often overlooked by traditional banking systems.

Amicus.io is a fintech company that offers a philanthropic platform designed to streamline charitable giving for clients of financial institutions. Founded in 2017 and headquartered in Charlotte, North Carolina, Amicus.io specializes in creating an integrated giving experience that combines online banking with philanthropic activities. Its platform supports donor-advised funds and is tailored for community foundations and charities, allowing for seamless integration with existing systems, such as online banking, peer-to-peer payment systems, and roundups. By focusing on impact monitoring and mobile software, Amicus.io aims to provide a simple and immersive donation experience that encourages more individuals to engage in philanthropy.

Catapult HQ, Inc., established in 2017 and based in Waxhaw, North Carolina, specializes in developing and operating a platform designed to streamline procurement processes through automation. The company's primary product, Catapult, offers an all-in-one Request for Proposal (RFP) solution that enables procurement departments to manage RFPs efficiently. This includes creating and responding to new opportunities, evaluating and scoring responses, and collaborating with team members on question structures or responses. The platform also supports content management and team collaboration, helping clients reduce response times by over 90% while increasing output by 66% with the same headcount.

Finsophy is a financial technology company focused on transparent, long-term, and mission-aligned capital. It develops a platform and ecosystem designed to support transparent, mission-oriented finance for consumers, banks, and communities. The platform offers transparent deposit and savings products for individuals and financial institutions and includes a marketplace for loans, bank investments, venture capital, and research and development grants. By combining these components, Finsophy aims to enable banking customers and community banks to access and provide capital aligned with social and financial goals, fostering accountable and sustainable funding practices.