Citi

Citi, a global financial services holding company, operates through two primary segments: Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment caters to retail customers, offering traditional banking services, Citi-branded cards, and retail services. The ICG segment serves corporate, institutional, and high-net-worth clients, providing a wide range of banking, financial, and investment services. Citi also manages approximately $4.3 billion in equity investments and committed capital through its global emerging markets private equity arm, CVCI. Additionally, Citi Ventures, the company's venture capital arm, invests in innovative ideas across sectors like fintech, data analytics, and digital assets, fostering growth and collaboration with Citi colleagues, clients, and the broader innovation ecosystem.

Avi Arnon

Senior Vice President

Krishna Balachanader

Managing Director

Thompson Barro

Senior Vice President, Venture Investing

Karine Ben-Simhon

VP Intelligence Partnerships and Innovation

Matt Carbonara

Managing Director, Venture Investing

Kateryna Chupryna

Director

Cagla Kaymaz

Senior Vice President

Everett Leonidas

Director

Robert Li

Vice President, Citi Ventures

Blaze O'Byrne

Vice President, Venture Investing

Vibhor Rastogi

Global Director, AI / ML / Data Investing at Citi Ventures

Meredith Shields

Managing Director

Ornit Shinar

Director and Head, Venture Investing

Cece Stewart

President

Kate Sullivan

COO

Avery Tiras

Equity Research Senior Associate

Luis Valdich

Managing Director, Venture Investing

Jelena Zec

Director

Past deals in North America

Belvo

Venture Round in 2025
Belvo is an open finance API platform founded in 2019 and headquartered in Mexico City. The company enables financial innovators to connect their users' accounts to various applications, facilitating the access and interpretation of financial data in a straightforward and scalable manner. Belvo's platform allows developers to gain insights into user behavior and manage financial transactions efficiently, thus helping businesses to streamline operations and create new revenue opportunities through a unified open finance solution.

Merama

Debt Financing in 2025
Merama is an e-commerce platform founded in 2020 and headquartered in Mexico City, Mexico, with an additional office in Sao Paulo, Brazil. The company partners with brands to enhance their growth by providing exceptional human resources and non-dilutive capital. Merama aims to establish itself as the leading online group of brands in Latin America, focusing on leveraging its resources to support and accelerate the development of its partner brands.

Capital Markets Gateway

Series C in 2025
Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

Nammu21

Venture Round in 2025
Nammu21, Inc. is a developer of a digitization and analytics platform that focuses on deconstructing, digitizing, and analyzing complex interconnected transaction documents within the finance ecosystem. Founded in 2017 and based in New York, the company aims to enable stakeholders to access, extract, and utilize data effectively, thereby generating new value. Its platform transforms intricate transaction processes into easily accessible data structures, simplifying the experience for clients navigating the financial landscape. Through its innovative tools, Nammu21 connects contemporary business practices with the digital advancements of the future.

Quantifind

Venture Round in 2025
Quantifind, Inc. is a data science company that specializes in creating on-demand insights platforms aimed at enhancing marketing effectiveness and detecting financial crimes such as money laundering and fraud. Founded in 2008 by two Ph.D. graduates in atomic physics, the company offers several key products, including signum Analysis, which helps users assess performance drivers for brands and competitors; signum Voice, which focuses on revenue drivers; and signum Impact, which measures the effects of sponsorships on brand awareness and sales. Additionally, Quantifind's platform integrates internal financial institution data with public domain data to identify risks, thereby assisting financial crime analysts in minimizing false positive alerts and managing risk. The company serves various sectors, including automotive, consumer packaged goods, entertainment, financial services, pharmaceuticals, retail, and telecommunications, and has established a strategic partnership with Oracle Financial Services. Quantifind is headquartered in Menlo Park, California, with additional offices in Silicon Valley, New York, and Washington, D.C.

Validis

Venture Round in 2025
Validis is a cloud-based FinTech company with a unique software that increases a lender’s access to their client’s financial data. Validis technology enables high-speed transmission of financial data via the web, allowing lenders to receive and review client data securely and efficiently. The software retrieves data directly from an SME’s accounting software package and generates extensive analytics and standardized “audit-in-a-box” reports that lenders can access via Validis’ pluggable feed or online portal. Validis enables lenders to respond swiftly to initial funding applications, reducing the time it takes to onboard clients and subsequently increasing lending rates. Once clients are onboard, Validis provides lenders with performance monitoring and covenant breakdown notifications so they can continue to lend with confidence.

Buhler Industries

Post in 2024
Buhler Industries Inc. is a manufacturer of agricultural equipment headquartered in Winnipeg, Canada. Established in 1932, the company produces a wide array of products, including tractors, sprayers, front-end loaders, augers, snow blowers, mowers, and tillage equipment. Its brand portfolio features recognized names such as Farm King, Ezee-On, Allied, Inland, and Versatile. Buhler Industries operates modern manufacturing plants and distribution centers across Canada and the United States, with facilities in Morden, Winnipeg, Vegreville, Willmar, and Fargo. The company also maintains several parts warehouses to support its extensive dealer and distribution network. In addition to agricultural equipment, Buhler Industries is involved in custom metal fabrication, contributing to its diverse operational capabilities. The majority of its revenue is generated from the U.S. market, with a growing presence in international markets such as Russia, Kazakhstan, and Ukraine. Buhler Industries is a subsidiary of Combine Factory Rostselmash Ltd.

Pylon

Venture Round in 2024
Pylon is a New York-based company that offers a mortgage-lending-as-a-service platform designed to streamline the mortgage process. The platform enables users to originate, underwrite, process, fund, and close loans through an integrated digital experience. By utilizing APIs and pre-built user interface components, Pylon provides customizable infrastructure that allows developers to seamlessly incorporate mortgage lending into their products. This approach enhances the customer experience by delivering a modern, efficient solution for managing all aspects of mortgage origination from application to closing.

Capitolis

Funding Round in 2024
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

DailyPay

Debt Financing in 2024
DailyPay is a New York City-based worktech company that provides an earned wage access solution, aiming to enhance the payment experience for employees across various sectors. By offering a digital wallet system and on-demand pay technology, DailyPay enables workers to access their earned wages before the traditional payday, allowing them to transfer funds directly to any bank account and purchase goods and services as needed. This service acts as a voluntary employee benefit, fostering stronger relationships between employers and their workforce while promoting financial well-being. DailyPay's innovative platform is designed to motivate employees to work harder and remain engaged in their jobs.

Concentric AI

Series B in 2024
Concentric AI, founded in 2018 and headquartered in San Jose, California, specializes in a Semantic Intelligence solution that addresses data risk challenges for enterprises. Its platform utilizes deep learning technology to analyze the content and context of sensitive documents stored both in the cloud and on-premises. By scanning various types of documents, including those containing personally identifiable information (PII), confidential data, and financial statements, the platform identifies potential risks and highlights critical concerns that require immediate attention. This approach allows organizations to discover, monitor, and protect their sensitive data without needing prior knowledge of high-value content or placing the burden on end-users, ultimately simplifying deployment and accelerating time to value.

REsurety

Series C in 2024
REsurety, Inc. is a Boston-based company that specializes in risk management for the clean energy sector, focusing primarily on wind power projects. Founded in 2012, REsurety acts as a risk transfer intermediary, helping project owners improve profitability by transferring volumetric risks to aggregators. The company offers specialized data and analytics services to assess, quantify, and optimize the value of wind volume hedging. Its technology facilitates the risk transfer process, enabling wind project developers, owners, sponsors, and risk underwriters to manage financial uncertainties associated with renewable energy investments. By leveraging physical science, big data, and financial engineering, REsurety assists clients in comprehensively understanding and mitigating the risks related to buying and selling energy derived from renewable sources.

Boeing

Post in 2024
Boeing, established in 1916, is a leading American multinational corporation that designs, manufactures, and sells fixed-wing aircraft, rotorcraft, rockets, and satellites. It operates in two primary business units: Boeing Commercial Airplanes and Boeing Defense, Space & Security. The company's products and services range from commercial and military aircraft to satellites, weapons, defense systems, launch systems, and performance-based logistics and training. Boeing is a significant global exporter, supporting customers in over 150 countries, and is renowned for its innovation and aerospace leadership.

UJET

Series D in 2024
UJET, Inc. specializes in developing customer support software and platform solutions that enhance customer communications. Founded in 2015 and headquartered in San Francisco, with additional offices in New York and Seoul, the company offers a cloud contact center platform that integrates seamlessly with major customer relationship management systems like Salesforce, Zendesk, and Kustomer. UJET's platform is designed for the smartphone era, modernizing digital and in-app customer experiences while eliminating the need for customers to switch between different communication channels. By utilizing multiple voices, online messaging, and mobile features, UJET assists customer service agents in managing incoming calls and resolving issues efficiently. The incorporation of artificial intelligence across its services further automates processes and improves interaction quality. Additionally, UJET provides a wait time messaging tool that offers live updates to customers while they are on hold, enhancing overall service satisfaction.

Buyerlink

Debt Financing in 2024
BuyerLink LLC is an online marketing platform that specializes in acquiring locally-targeted and category-specific consumers on a cost-per-click or cost-per-lead basis. Founded in 2001 and based in Walnut Creek, California, BuyerLink offers a range of solutions for businesses of all sizes, simplifying the online marketing process by removing the need for complex and costly infrastructures. The platform serves various industries, including automotive, real estate, home improvement, mortgage, travel, and insurance, providing efficient marketing solutions that connect advertisers with potential customers. Formerly known as Reply.com, the company rebranded to BuyerLink LLC in October 2015 and operates as a subsidiary of One Planet Ops Inc.

Independence Realty Trust

Post in 2024
Independence Realty Trust is a real estate investment trust (REIT) that specializes in the acquisition, ownership, operation, improvement, and management of multifamily apartment communities in non-gateway U.S. markets. The company owns and operates properties in cities such as Louisville, Memphis, Atlanta, and Raleigh. It is dedicated to enhancing the living experience for residents while fostering a positive work environment for its employees. Independence Realty Trust focuses on expanding its presence in key amenity-rich submarkets that provide access to quality school districts, retail options, and diverse employment centers.

Pemex

Debt Financing in 2024
Petróleos Mexicanos, commonly known as Pemex, is a state-owned petroleum company in Mexico established in 1938 through the nationalization of the oil industry. It is the largest enterprise and taxpayer in Mexico, as well as one of the biggest companies in Latin America. Pemex manages the entire value chain of the oil industry, from exploration to distribution and commercialization of end products, including petrochemicals. The company operates refineries, petrochemical complexes, and gas processing facilities, producing millions of barrels of oil daily and over 6 million cubic feet of natural gas. Recent years have seen stable crude oil production and significant discoveries in deepwater basins, confirming the petroleum potential in areas like the Gulf of Mexico. Pemex's business strategy aims to achieve operational efficiency, growth, corporate responsibility, and management modernization to ensure long-term sustainability.

1863 Ventures

Grant in 2024
1863 Ventures is a business development program established in 2016 and based in Washington, D.C. The organization focuses on supporting new majority entrepreneurs by providing a range of programs that facilitate their growth from high potential to high growth. It aims to bridge the gap between entrepreneurship and equity, offering tailored support for various stages of business development, including early-stage and growth-stage ventures. 1863 Ventures primarily targets investments in sectors such as construction, food and beverages, retail, healthcare, software, e-commerce, and edtech, with a focus on serving communities in Maryland, Virginia, and Washington, D.C.

Traceable

Venture Round in 2024
Traceable Inc is a San Francisco-based company that specializes in security solutions for cloud-native applications, focusing on protecting application activity from user interactions to application programming interfaces (APIs) and underlying code. Founded in 2018, Traceable offers an end-to-end application security monitoring platform that utilizes machine learning technology to analyze user and session data alongside application behavior. This approach enables the detection of anomalies and potential cyberattacks, providing organizations with insights for threat protection and management throughout the Software Development Lifecycle. The platform includes features for security posture management and forensic analysis, empowering businesses to minimize risks while maximizing the value of their APIs in an increasingly cloud-driven environment.

Imandra

Convertible Note in 2024
Imandra Inc. operates a cloud-based automated reasoning engine that focuses on governance and analysis of critical algorithms. Founded in 2014 and headquartered in Austin, Texas, the company develops tools that assist in analyzing algorithms and identifying software bugs. Its platform utilizes artificial intelligence and verified functional programming to facilitate automated testing for functional languages and generate model-based tests. This approach enables developers to enhance the safety, transparency, and correctness of complex algorithms, thereby improving the reliability of internal and client-facing trading system specifications.

Silverfort

Series D in 2024
Silverfort Inc. is a cybersecurity company that specializes in developing innovative authentication and access protection solutions for enterprises. Founded in 2016 and headquartered in Tel Aviv, Israel, with additional offices in Boston and Houston, Silverfort offers an agentless and proxyless authentication platform. This platform enhances security by extending Multi-Factor Authentication and Risk-Based Authentication across all users, devices, and systems, whether on-premise or in the cloud, without requiring modifications to existing infrastructure. Silverfort's technology effectively safeguards against identity-based attacks, including account compromises and lateral movements, while ensuring compliance with various regulations such as PCI DSS, NIST, and HIPAA. By enabling secure migration of applications and servers to the cloud, Silverfort addresses security gaps and protects sensitive resources, thus fortifying enterprises against data breaches, cyber-attacks, and insider threats in real-time.

Sunbit

Debt Financing in 2024
Sunbit, Inc. is a financing service provider that enables users to split purchases into affordable payments, enhancing financial accessibility for everyday needs. Founded in 2015 and headquartered in Los Angeles, California, the company utilizes artificial intelligence and machine learning technology to approve a majority of applicants, thereby reducing the financial stress associated with larger purchases. Sunbit offers a point-of-sale lending platform that is integrated into various service locations, including auto dealerships, optical practices, dental offices, and specialty healthcare services. In addition to its financing solutions, Sunbit provides tools such as tablets, scanners, and informational sheets to assist retailers in facilitating transactions. The company also has mobile applications available on major platforms, allowing users to access its services conveniently from their smartphones.

DailyPay

Debt Financing in 2024
DailyPay is a New York City-based worktech company that provides an earned wage access solution, aiming to enhance the payment experience for employees across various sectors. By offering a digital wallet system and on-demand pay technology, DailyPay enables workers to access their earned wages before the traditional payday, allowing them to transfer funds directly to any bank account and purchase goods and services as needed. This service acts as a voluntary employee benefit, fostering stronger relationships between employers and their workforce while promoting financial well-being. DailyPay's innovative platform is designed to motivate employees to work harder and remain engaged in their jobs.

Prevu

Series A in 2023
Prevu, Inc. is a real estate technology company based in New York, founded in 2015. It operates a digital platform designed to enhance the homebuying experience by providing users with control, transparency, and cost savings. Prevu enables homebuyers to browse listings and receive expert advice from dedicated salaried agents, facilitating a seamless end-to-end process. The platform allows buyers to receive a commission rebate based on their purchase price, thereby reducing their overall expenditures when buying or selling real estate. Through its innovative approach, Prevu aims to empower homebuyers and make the real estate transaction process more efficient and affordable.

SellersFi

Venture Round in 2023
SellersFi is a financial technology company that specializes in providing funding and financial solutions for online marketplace sellers. Founded in 2017 and headquartered in New York, the company has developed a platform that offers automated working capital tailored specifically for e-commerce entrepreneurs. Utilizing machine-learning models, SellersFi analyzes data generated from the business activities of online sellers, enabling them to gain access to growth capital and actionable insights. This approach not only facilitates easy access to funding but also helps improve cash flow and streamline operations for e-commerce businesses.

SellersFi

Debt Financing in 2023
SellersFi is a financial technology company that specializes in providing funding and financial solutions for online marketplace sellers. Founded in 2017 and headquartered in New York, the company has developed a platform that offers automated working capital tailored specifically for e-commerce entrepreneurs. Utilizing machine-learning models, SellersFi analyzes data generated from the business activities of online sellers, enabling them to gain access to growth capital and actionable insights. This approach not only facilitates easy access to funding but also helps improve cash flow and streamline operations for e-commerce businesses.

Volante Technologies

Venture Round in 2023
Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.

Volante Technologies

Debt Financing in 2023
Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.

Kasa Living

Series C in 2023
Kasa Living, Inc. is a real estate company that specializes in rental accommodation booking services through an online platform. Founded in 2016 and based in San Francisco, California, the company partners with owners of multifamily and boutique hospitality properties to transform underutilized real estate into professionally managed rentals that cater to both business and leisure travelers. Kasa Living offers a range of services, including hotel check-in and apartment bookings, as well as property management. Its accommodations are available in various states across the United States, including Virginia, Georgia, Texas, and California, among others. Kasa Living aims to create a global accommodations brand by providing travelers with efficient access to affordable, home-like lodging options.

Vibrant Planet

Series A in 2023
Vibrant Planet specializes in land management services and technology solutions aimed at accelerating land restoration efforts. Founded in 2004 and based in Incline Village, Nevada, the company collaborates with scientists, land management leaders, and policymakers to develop a cloud-based system that supports collaborative planning. This system is designed to enhance the resilience of communities and ecosystems in the face of climate change. By providing tools for planning and monitoring, Vibrant Planet enables stakeholders to effectively manage land resources, restore natural systems, and promote biodiversity, while also addressing critical issues such as carbon storage and clean water delivery. The company's efforts contribute to creating a more just and vibrant future, ultimately helping to save lives and protect infrastructure.

Virtualitics

Series C in 2023
Virtualitics Inc. is a data analytics and visualization company based in Pasadena, California, founded in 2015. It specializes in machine learning, artificial intelligence, and 3D visualization, offering the Virtualitics Immersive Platform. This platform allows enterprise customers to analyze data collaboratively in a virtual environment, uncovering actionable insights through advanced visualization techniques. Additionally, Virtualitics provides expert advisory services in machine learning. The company also focuses on defense applications, leveraging its AI capabilities to enhance mission readiness and operational efficiency. By transforming complex data into multi-dimensional graph visualizations, Virtualitics enables organizations to make informed business decisions and predict future outcomes without the need for extensive coding.

Iberdrola

Post in 2023
Iberdrola is a leading global utility company engaged in the production, distribution, and retail of electricity and gas across nearly 40 countries. With a diverse portfolio of 56 gigawatts, it primarily generates electricity from nuclear, fossil-fuel, hydroelectric, and renewable energy sources, with wind power representing approximately 40% of its capacity. The company operates significant electricity and distribution networks in Spain, the UK, Brazil, and the US, where it maintains a strong presence. Iberdrola is committed to advancing the energy transition through a sustainable business model that emphasizes renewable energy, smart grids, large-scale energy storage, and digital transformation, aimed at delivering innovative products and services to its customers. In addition to its generation activities, Iberdrola is involved in gas storage and supply, reinforcing its position as a comprehensive energy provider.

Virtualitics

Debt Financing in 2023
Virtualitics Inc. is a data analytics and visualization company based in Pasadena, California, founded in 2015. It specializes in machine learning, artificial intelligence, and 3D visualization, offering the Virtualitics Immersive Platform. This platform allows enterprise customers to analyze data collaboratively in a virtual environment, uncovering actionable insights through advanced visualization techniques. Additionally, Virtualitics provides expert advisory services in machine learning. The company also focuses on defense applications, leveraging its AI capabilities to enhance mission readiness and operational efficiency. By transforming complex data into multi-dimensional graph visualizations, Virtualitics enables organizations to make informed business decisions and predict future outcomes without the need for extensive coding.

Lexion

Series B in 2023
Lexion is a Seattle-based company that specializes in developing a software-as-a-service (SaaS) application leveraging artificial intelligence and natural language processing to enhance contract management. Its system organizes contracts in a centralized platform, automatically reading and interpreting legal terms, policies, and documents. By extracting key information such as termination notices, renewal dates, and payment terms, Lexion provides businesses with valuable insights and ensures critical contract obligations are tracked efficiently. The software integrates with various business, storage, and signature systems, streamlining workflows and enabling companies to save time and money through improved contract oversight.

Built Technologies

Venture Round in 2023
Built Technologies, Inc. is an enterprise technology company that specializes in a cloud-based construction loan administration and draw management platform. Founded in 2014 and headquartered in Nashville, Tennessee, the company aims to mitigate risk and enhance productivity in the construction lending process. Its platform provides features such as file management, custom draw workflows, reporting, and risk management, allowing for real-time visibility into construction portfolios. By streamlining the complex loan administration process, Built Technologies enables various stakeholders—including lenders, borrowers, builders, developers, consultants, and inspectors—to reduce construction loan risk, improve loan profitability, and simplify compliance. The company, originally known as DataFi, LLC, rebranded to Built Technologies in 2015.

Social Mobile

Debt Financing in 2023
Social Mobile is a leading provider of enterprise mobility solutions, specializing in the design and development of custom devices for various industries, including healthcare, transportation, retail, and defense. Founded in 2011 by CEO Robert Morcos, the company has established itself as a trusted partner for major corporations by leveraging its position as a validated Android Enterprise Gold partner. Social Mobile offers comprehensive services that encompass every aspect of mobility needs, from initial design and deployment to ongoing managed services. With a global network of partnerships and suppliers, the company has successfully distributed over 13 million devices while ensuring timely delivery and budget adherence. Additionally, Social Mobile emphasizes supply-chain visibility and operational efficiency, helping clients reduce the total cost of ownership and facilitating quick market entry for their products. The company's headquarters is located in Hollywood, Florida, with various offices and warehouses worldwide.

Securiti

Venture Round in 2023
Securiti Inc. specializes in AI-driven cybersecurity and data protection solutions. The company has developed PRIVACI.ai, a comprehensive PrivacyOps platform that automates privacy compliance functions, enabling organizations to manage data security, governance, and compliance effectively. Securiti offers a range of solutions, including automated fulfillment of data subject requests, personal data discovery, internal assessment tracking, and third-party privacy assessments. Additionally, the company provides tools for managing consent lifecycles across various online platforms and applications. Securiti's Data Command Center serves as a centralized platform for data intelligence and orchestration in hybrid multicloud environments, allowing large enterprises to ensure the safe use of data, particularly with emerging technologies like Generative AI. Incorporated in 2018 and based in San Jose, California, Securiti has received multiple industry accolades for its innovative approach to data privacy and security.

Quantifind

Venture Round in 2023
Quantifind, Inc. is a data science company that specializes in creating on-demand insights platforms aimed at enhancing marketing effectiveness and detecting financial crimes such as money laundering and fraud. Founded in 2008 by two Ph.D. graduates in atomic physics, the company offers several key products, including signum Analysis, which helps users assess performance drivers for brands and competitors; signum Voice, which focuses on revenue drivers; and signum Impact, which measures the effects of sponsorships on brand awareness and sales. Additionally, Quantifind's platform integrates internal financial institution data with public domain data to identify risks, thereby assisting financial crime analysts in minimizing false positive alerts and managing risk. The company serves various sectors, including automotive, consumer packaged goods, entertainment, financial services, pharmaceuticals, retail, and telecommunications, and has established a strategic partnership with Oracle Financial Services. Quantifind is headquartered in Menlo Park, California, with additional offices in Silicon Valley, New York, and Washington, D.C.

InfluxData

Series E in 2023
InfluxData Inc. specializes in providing open-source platforms for managing and analyzing time-series data at scale. The company is best known for InfluxDB, its time-series database designed to handle large volumes of time-stamped data generated by IoT devices, applications, networks, and containers. InfluxData also offers a suite of complementary tools, including Telegraf for data collection, Chronograf for visualization, and Kapacitor for processing and alerting. Additionally, the company provides fully-managed InfluxDB clusters through InfluxCloud and offers technical support, training, and consulting services. Founded in 2012 and based in San Francisco, California, InfluxData serves a diverse range of clients, including prominent organizations like Cisco, IBM, PayPal, and Tesla, enabling them to efficiently store and analyze real-time data for various applications.

Deepgram

Series B in 2022
Deepgram, Inc. develops artificial intelligence-based automatic speech recognition solutions, offering a platform that enables enterprises to label, train, and deploy speech recognition models. This platform allows users to convert audio data into text, facilitating the extraction of insights and automation of actions. Deepgram also provides APIs for speech-to-text, text-to-speech, and language understanding, making it suitable for a variety of applications, including medical transcription and autonomous agents. The technology supports keyword searches in transcripts by both sound and text, enhancing the usability of audio and video files for transcribing calls, meetings, and voicemails. Founded in 2015 and headquartered in San Francisco, California, Deepgram serves individual developers and Fortune 500 companies, focusing on delivering scalable and effective voice AI experiences.

Kyte

Series B in 2022
Kyte is a technology and operations company that specializes in providing on-demand car rentals delivered directly to customers' locations. Founded in 2019 in San Francisco by Francesco Wiedemann, Ludwig Schoenack, and Nikolaus Volk, Kyte allows customers to rent vehicles for varying durations, from a single day to several weeks or months. Operating in over ten cities across the United States, the company aims to simplify travel by offering services that include car delivery, cleaning, and refueling, thus eliminating the necessity for individuals to purchase their own vehicles for longer trips. Kyte is experiencing rapid growth as it expands its reach and services.

TRM Labs

Series B in 2022
TRM Labs Inc. is a blockchain intelligence company that provides a platform focused on token relationship management, utilizing machine learning to assist clients in managing customer relationships and detecting suspicious activities. The platform offers solutions for on-chain anti-money laundering (AML) compliance, including customer due diligence, transaction monitoring, and relationship management specifically tailored for digital asset firms. Additionally, TRM Labs develops enterprise applications and tools that enable organizations to launch blockchain-based products aimed at identifying fraudulent activities such as money laundering and market manipulation. Founded in 2017 and headquartered in San Francisco, California, the company serves a diverse clientele, including financial institutions, cryptocurrency businesses, and government agencies, and has established partnerships with notable organizations such as PayPal, Visa, and federal agencies. TRM Labs is committed to enhancing the safety of the financial ecosystem through advanced data engineering and threat intelligence, backed by a team of experts with extensive experience in law enforcement and technology.

Nammu21

Series A in 2022
Nammu21, Inc. is a developer of a digitization and analytics platform that focuses on deconstructing, digitizing, and analyzing complex interconnected transaction documents within the finance ecosystem. Founded in 2017 and based in New York, the company aims to enable stakeholders to access, extract, and utilize data effectively, thereby generating new value. Its platform transforms intricate transaction processes into easily accessible data structures, simplifying the experience for clients navigating the financial landscape. Through its innovative tools, Nammu21 connects contemporary business practices with the digital advancements of the future.

Quassar Capital

Venture Round in 2022
Quassar Capital is a firm with a broad presence in the US, founded in 2012, which manages $23.6 billion in assets. Our people have extensive experience in various fields such as applied mathematics, statistical methods, financial markets, as well as advanced programming with a quantitative approach, which has allowed a sustained growth in recent years always betting on the most innovative technology and which is reflected in the excellent results towards our investors. Delivering high-quality returns requires unwavering focus, continuous adaptation to dynamic conditions, and the active pursuit of market opportunities. To achieve this, we invest significantly in technology and infrastructure and bring together diverse perspectives and approaches. Quassar Capital, L.P. a Cabrera Capital Markets, LLC company.

Belvo

Venture Round in 2022
Belvo is an open finance API platform founded in 2019 and headquartered in Mexico City. The company enables financial innovators to connect their users' accounts to various applications, facilitating the access and interpretation of financial data in a straightforward and scalable manner. Belvo's platform allows developers to gain insights into user behavior and manage financial transactions efficiently, thus helping businesses to streamline operations and create new revenue opportunities through a unified open finance solution.

Genesis Global

Venture Round in 2022
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.

Claira

Venture Round in 2022
Claira’s deal intelligence platform for finance automates your deal pipeline, deal origination and deal management while streamlining business processes, enabling deep business insights, & empowering business leaders to make more informed decisions. Whether you're working on behalf of your firm or providing advisory, consulting or legal services across multiple firms, Claira will assist you in achieving efficiency, control, compliance and risk management across a variety of finance & insurance business areas: * Private Credit Analysis; * Investment Management; * Commercial Real Estate; * Asset Management; * Capital Markets; * Commercial Real Estate; * Corporate Banking; * Credit and Lending; * Digital Assets; * Fund Administration; * Hedge Funds; * Insurance; * Investment Banking, M&A; * Investment Management; * Legal, Reg, & Compliance; * Prime Brokerage; * Private Equity, Private Placement, VC; * Real Estate; * Retail Banking; * Wealth Management; etc. Claira is pre-trained and pre-configured with insight modules that don't require your time and effort to train our models on your documents. Claira's unique approach using computational linguistics and sentence-level, deep-semantic parsing provides greater understanding and higher accuracy. Claira's answers are fully traceable and transparent because Claira understands language, just like you. For each document, Claira shows you how we concluded for you to understand and be fully confident in your actions. Claira was created by top data scientists and engineers experienced in solving complex non-finance problems alongside financial service experts on a mission to digitize traditional finance. Claira launched in 2024 and is based in New York, USA.

Konfio

Debt Financing in 2022
Konfio is a financial services platform based in Mexico City, founded in 2013, that caters to small and medium-sized enterprises (SMEs) and micro entrepreneurs. The company offers a range of financial solutions including corporate credit cards, working capital loans, online payment solutions, and life insurance products. Konfio's mission is to support the growth and productivity of SMEs in Mexico by providing convenient and affordable access to credit options. The platform uses proprietary algorithms that combine data and technology to assess creditworthiness, thereby serving customers who are often underserved by traditional banking institutions.

Altro (fka Perch)

Series A in 2022
Altro, formerly known as Perch, is a company based in Los Angeles, California, that focuses on helping individuals enhance their credit scores by leveraging recurring expenses. Founded in 2019, Altro provides a platform that allows users to link everyday payments and subscriptions, such as bills and monthly services, to their credit history. By recognizing these often-overlooked payments, the Altro app enables users to build their credit more effectively, turning regular financial commitments into a tool for improving their creditworthiness. The service is offered for free, aiming to empower users to maximize their financial potential through better credit management.

Concentric AI

Series A in 2022
Concentric AI, founded in 2018 and headquartered in San Jose, California, specializes in a Semantic Intelligence solution that addresses data risk challenges for enterprises. Its platform utilizes deep learning technology to analyze the content and context of sensitive documents stored both in the cloud and on-premises. By scanning various types of documents, including those containing personally identifiable information (PII), confidential data, and financial statements, the platform identifies potential risks and highlights critical concerns that require immediate attention. This approach allows organizations to discover, monitor, and protect their sensitive data without needing prior knowledge of high-value content or placing the burden on end-users, ultimately simplifying deployment and accelerating time to value.

Job&talent

Debt Financing in 2022
Job&Talent is a leading marketplace for essential work, specializing in matching individuals with companies through its advanced platform. Founded in 2009 and headquartered in Madrid, the company utilizes technology to simplify the hiring process, offering services that include messaging, in-application hiring, staffing, and payroll management. This innovative approach leverages big-data matching technology to enhance recruitment efficiency and quality. In 2022, Job&Talent successfully placed over 340,000 workers in more than 2,500 companies, generating €1.9 billion in revenue. Operating in ten countries across Europe, the U.S., and Latin America, Job&Talent is recognized as the highest-valued unicorn in Spain, with a valuation of $2.4 billion and support from prominent investors. The company is committed to expanding its reach and continuing to deliver reliable, flexible work solutions for both job seekers and employers.

Amberdata

Series B in 2022
Amberdata Inc. is a provider of a cloud-based Software as a Service (SaaS) platform that specializes in monitoring, analyzing, and securing both public and private blockchains. Founded in 2017 and headquartered in West New York, New Jersey, the company focuses on delivering comprehensive blockchain and cryptocurrency market data. Amberdata's platform integrates validated data from leading crypto exchanges, offering tools, APIs, and SDKs tailored for traders, investors, wallets, and developers. Its services support various functions including research, trading, risk management, analytics, and compliance, enabling financial institutions to effectively engage in digital asset markets. By providing access to historical data, reference rates, and analytics, Amberdata empowers customers to create data-driven applications and maintain a competitive edge.

FundGuard

Series B in 2022
FundGuard Inc. is a technology company that specializes in developing an artificial intelligence-powered, cloud-based platform for investment management and administration. The FundGuard platform is designed to assist asset and fund managers in overseeing investments across various categories, including mutual funds, ETFs, hedge funds, insurance, and pension funds. Utilizing advanced AI and cloud technology, the platform automatically detects financial anomalies, resolves exceptions, and offers recommendations to enhance operational performance. By providing real-time transparency, FundGuard enables asset managers and fund administrators to transform their product offerings into more efficient digital experiences. Founded in 2018, the company is headquartered in Palo Alto, California, with an additional office in Tel Aviv, Israel.

Blockdaemon

Venture Round in 2022
Blockdaemon Inc. is a blockchain node management platform that enables businesses, enterprises, and developers to efficiently deploy and manage blockchain applications. Founded in 2013 and headquartered in Los Angeles, California, with additional offices in New York and Ireland, the company provides tools that allow users to manage nodes across more than 30 blockchain protocols, including Bitcoin, Ethereum, and Polkadot. Blockdaemon's solution is designed to be fully portable, enabling users to easily switch between networks and chains without the need for extensive configuration. The company also supports the blockchain developer ecosystem by offering expert dev-ops advice, facilitating smoother integration and deployment in the rapidly evolving blockchain landscape.

Lev

Series B in 2022
Lev Inc is a New York-based company founded in 2019 that specializes in financial services, particularly in lending and capital management solutions for commercial real estate transactions. The company has developed a technology platform designed to digitize these transactions, utilizing machine learning and artificial intelligence to analyze historical data and lender activity. This innovative approach allows Lev to identify optimal financing scenarios and connect clients with appropriate lenders. Additionally, the platform facilitates communication and negotiation on behalf of clients, streamlining the process of securing financing for property transactions.

Silverfort

Series C in 2022
Silverfort Inc. is a cybersecurity company that specializes in developing innovative authentication and access protection solutions for enterprises. Founded in 2016 and headquartered in Tel Aviv, Israel, with additional offices in Boston and Houston, Silverfort offers an agentless and proxyless authentication platform. This platform enhances security by extending Multi-Factor Authentication and Risk-Based Authentication across all users, devices, and systems, whether on-premise or in the cloud, without requiring modifications to existing infrastructure. Silverfort's technology effectively safeguards against identity-based attacks, including account compromises and lateral movements, while ensuring compliance with various regulations such as PCI DSS, NIST, and HIPAA. By enabling secure migration of applications and servers to the cloud, Silverfort addresses security gaps and protects sensitive resources, thus fortifying enterprises against data breaches, cyber-attacks, and insider threats in real-time.

Docker

Series C in 2022
Docker, Inc. is a software company that provides an open platform for building, shipping, and running distributed applications through the use of container technology. Founded in 2008 and headquartered in San Francisco, California, Docker facilitates collaboration among developers and system administrators by allowing applications to be packaged as containers that can run seamlessly across various environments, including local machines, data centers, and public clouds. The platform includes tools for code building, scaling, deployment, and load balancing, as well as a cloud service for sharing applications and automating workflows. By offering an integrated and secure workflow, Docker enhances the efficiency of application development and accelerates the delivery process from code to deployment, serving millions of developers worldwide.

Capitolis

Series D in 2022
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

ChargeAfter

Series B in 2022
ChargeAfter Ltd operates a consumer financing platform that connects merchants with a network of global lenders to provide personalized and responsible financing options at the point of sale. Founded in 2017 and headquartered in Ramat Gan, Israel, with additional offices in California and New York, the company offers a data-driven decisioning engine that facilitates real-time financing offers tailored to various consumer credit types. This approach enables approvals for nearly all customer applications, enhancing the shopping experience for consumers while allowing retailers to implement the platform quickly both online and in-store. ChargeAfter’s platform features detailed transaction reporting and white-label options, enabling merchants to seamlessly integrate multiple financing products into their sales processes. By streamlining credit distribution, ChargeAfter helps merchants boost conversion rates, increase average order values, and foster customer loyalty.

Ramp

Debt Financing in 2022
Ramp Holdings, Inc. specializes in Software-as-a-Service solutions aimed at modernizing financial operations and enhancing content delivery. The company provides a comprehensive platform that includes tools for corporate card management, expense tracking, bill payments, and accounting integrations. By leveraging advanced technologies such as speech-to-text, natural language processing, and search engine optimization, Ramp allows organizations to maximize the value of their video content and drive increased engagement. Its offerings also include various video management solutions, notably for the SharePoint ecosystem, which facilitate seamless integration, live streaming, and efficient content delivery. Founded in 1948 and based in Boston, Massachusetts, Ramp operates as a subsidiary of Raytheon BBN Technologies Corporation. The company serves diverse industries, including media, finance, healthcare, and technology, with a focus on creating cost-effective and insightful financial tools for organizations.

Carvana

Post in 2022
Carvana Co. operates an e-commerce platform in the United States focused on the buying and selling of used cars. Founded in 2012 and headquartered in Tempe, Arizona, Carvana utilizes advanced technology to enhance the car buying experience. Its platform enables customers to research vehicles, utilize 360-degree imaging for inspections, and obtain financing and warranty options online. Consumers can browse a selection of over 15,000 vehicles, trade in or sell their current cars, sign contracts, and arrange for delivery or pick-up, including from Carvana's automated Car Vending Machines. The company's primary revenue source comes from retail vehicle sales, supplemented by wholesale vehicle transactions and additional revenue from financing and vehicle service contracts. By integrating technology with customer service, Carvana aims to streamline the traditionally cumbersome car buying process.

SIMON Markets

Corporate Round in 2022
SIMON Markets LLC is a financial technology company based in New York City that operates an online distribution platform aimed at financial professionals. Established in 2017, the company focuses on structured investments and offers a comprehensive digital suite of tools designed to enhance wealth management. Its platform provides on-demand education, intuitive marketplaces, real-time analytics, and lifecycle management features, which collectively simplify the complexities associated with structured investments and annuity solutions. By addressing the needs of financial professionals, SIMON aims to streamline the investment process and improve client engagement.

Hopper

Secondary Market in 2022
Hopper Inc. is a travel technology company based in Montreal, Canada, with additional offices in Cambridge, Massachusetts, New York, and Sofia, Bulgaria. Founded in 2007 by Frederic Lalonde and Joost Ouwerkerk, Hopper has developed a mobile application that leverages big data and predictive analytics to provide users with travel recommendations. The app specializes in analyzing and forecasting airfare and accommodations, enabling travelers to secure the best deals. Hopper notifies users when flight and hotel prices are anticipated to be at their lowest, allowing them to make informed decisions about their travel plans. The company's innovative platform aims to simplify the travel booking process, making it easier for users to plan and book their trips directly from their mobile devices.

Superpedestrian

Debt Financing in 2022
Superpedestrian, Inc. is a robotics company based in Cambridge, Massachusetts, specializing in the development of lightweight electric vehicles designed for eco-friendly transportation. Founded in 2012, the company focuses on enhancing the cycling experience through innovative technology. Its flagship product, the Copenhagen Wheel, integrates an online platform that provides valuable data related to cycling safety and wellness. The Copenhagen Wheel is now in mass production and is sold through various retailers and online channels. The company's bikes are equipped with advanced vehicle intelligence that can detect potential malfunctions, assess issues, and implement appropriate responses to prevent damage and ensure rider safety, thereby promoting a comfortable cycling experience.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

Wonderschool

Series B in 2022
Wonderschool is an educational platform founded in 2016 in California, designed to facilitate the establishment of home-based infant and toddler programs and preschools. The company collaborates with experienced educators and childcare providers, offering support with licensing, program setup, and marketing to help them start their own childcare services. Wonderschool's comprehensive software platform enables educators to manage their students, parents, and educational programs efficiently from a single dashboard. Additionally, Wonderschool features a marketplace where parents can search for programs, schedule visits, enroll their children, and process payments. Committed to enhancing access to high-quality care and learning environments, Wonderschool promotes the early development of cognitive, motor, behavioral, and social skills in children as young as six months.

PadSplit

Series B in 2021
PadSplit, Inc. is an affordable housing technology company based in Atlanta, Georgia, founded in 2017. It operates a digital marketplace that enables property owners to convert single-family homes into multi-unit residences by renting out individual rooms with shared common spaces and bathrooms. The platform facilitates affordable housing for low-income individuals, providing a house-sharing service that promotes financial stability and savings among residents. By aligning the interests of residents, property owners, and communities, PadSplit aims to make affordable housing accessible within the private market, thereby empowering individuals to improve their living conditions and transform their lives.

HoneyBook

Series E in 2021
HoneyBook, Inc. is a business software company based in San Francisco, California, established in 2012. It offers a clientflow management platform designed for independent business owners, particularly in the event planning sector, including wedding planners and related vendors. The HoneyBook platform simplifies the management of client interactions by integrating tools for communication, contracts, invoicing, and payments, allowing users to streamline their business processes. With over 100,000 service-based businesses in the United States and Canada utilizing the platform, HoneyBook has facilitated more than $9 billion in transactions. The company also has a presence in Tel Aviv and employs remote staff worldwide, emphasizing its commitment to enhancing the client experience and operational efficiency for entrepreneurs and freelancers.

The Mom Project

Series C in 2021
The Mom Project, Inc. is a digital marketplace that connects women, particularly mothers, with employment opportunities across various sectors, including marketing, finance, technology, and project management. Founded in 2015 and based in Cincinnati, Ohio, the company serves a community of over 500,000 individuals, including moms, dads, and allies, facilitating access to flexible work arrangements at both large corporations and small businesses. In addition to matching job seekers with employers, The Mom Project also provides insights and recommendations to companies on improving workplace conditions for women, aiming to foster a more supportive environment for mothers while redefining traditional career structures.

AlphaSense

Series C in 2021
AlphaSense, Inc. is a market intelligence platform that specializes in information discovery for research professionals. Founded in 2007 and headquartered in New York, the company has additional offices in London, Helsinki, Pune, and other locations. Its web-based platform aggregates and indexes financially relevant data from various sources, enabling users to conduct natural language searches for critical insights across filings, research, news, and other disclosures. The platform is designed to facilitate informed decision-making by providing users with the ability to set alerts, analyze data, and navigate complex information efficiently. AlphaSense serves nearly 2,000 enterprise clients, including a significant number of financial institutions and a majority of the S&P 500, who rely on its tools to drive their business decisions.

Betterment

Series F in 2021
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

StackShare

Seed Round in 2021
StackShare, Inc. operates a cloud-based discovery platform that assists developers and engineers in finding and comparing software development tools and cloud infrastructure services. Founded in 2013 and based in San Jose, California, StackShare allows users to explore a wide range of technological solutions, including application hosting, data management, DevOps tools, and business support resources. The platform fosters a community where developers, engineers, and technology leaders can share recommendations, reviews, and insights about the tools they use, helping others navigate the complex landscape of software options. By providing transparency and community-driven feedback, StackShare aims to simplify the decision-making process for organizations of all sizes, from startups to large enterprises. The company was previously known as Leanstack, Inc. before rebranding in March 2015.

Matillion

Series E in 2021
Matillion Ltd. specializes in developing cloud data integration software solutions aimed at helping organizations optimize their data usage. The company offers a range of products, including Matillion ETL for Amazon Redshift and Snowflake, which facilitate the extraction, loading, and transformation of structured and semi-structured data in cloud environments. Additionally, Matillion Data Loader allows users to seamlessly integrate data from various sources into their cloud data warehouses. The Matillion Business Intelligence tool provides self-service reporting and analytics capabilities, while Matillion Exchange serves as a marketplace for users to share and download ETL jobs. Matillion's solutions cater to a diverse clientele, including Fortune 500 companies and mid-sized enterprises across the United Kingdom, the United States, and EMEA. Founded in 2010 and headquartered in Manchester, the company also has offices in New York, Denver, and Seattle.

Amberdata

Series A in 2021
Amberdata Inc. is a provider of a cloud-based Software as a Service (SaaS) platform that specializes in monitoring, analyzing, and securing both public and private blockchains. Founded in 2017 and headquartered in West New York, New Jersey, the company focuses on delivering comprehensive blockchain and cryptocurrency market data. Amberdata's platform integrates validated data from leading crypto exchanges, offering tools, APIs, and SDKs tailored for traders, investors, wallets, and developers. Its services support various functions including research, trading, risk management, analytics, and compliance, enabling financial institutions to effectively engage in digital asset markets. By providing access to historical data, reference rates, and analytics, Amberdata empowers customers to create data-driven applications and maintain a competitive edge.

Jetty

Convertible Note in 2021
Jetty Insurance Agency LLC, founded in 2015 and headquartered in New York, provides property and casualty insurance products with a focus on the real estate sector. The company aims to simplify the leasing process and enhance conversion rates for property managers while making renting more affordable and accessible for residents. Jetty's innovative platform helps property managers reduce bad debt and streamline operations, ultimately lowering the financial barriers for renters and saving them significant move-in costs.

Cribl

Series C in 2021
Cribl, Inc. is a software company specializing in data management solutions that help organizations efficiently handle log ingestion and analytics at scale. Founded in 2017 and based in San Francisco, California, Cribl offers Logstream, a platform that enables users to transform and route logs and metrics in real-time while minimizing wasted data processing. Its software provides capabilities for implementing observability pipelines capable of managing data at Petabyte scale, allowing businesses to prioritize high-value information and ensure compliance with privacy regulations. Cribl empowers tech professionals with the flexibility to manage their data without compromising on performance or control, thereby enhancing operational intelligence and decision-making processes.

DriveWealth

Series D in 2021
DriveWealth is a fintech company based in Chatham, New Jersey, founded in 2012. It operates a mobile investing platform designed for individual investors, offering a range of exchange-traded funds, U.S.-listed stocks, and educational content to help users understand financial basics. DriveWealth's technology enables partners worldwide to provide branded investing experiences, facilitating customer acquisition, loyalty, retention, and revenue growth. The company specializes in fractional equities trading and offers cloud-based, API-driven brokerage infrastructure, allowing global partners to access the U.S. equities market through real-time fractional share investments.

Tessian

Series C in 2021
Tessian Limited is a provider of an advanced email security platform that addresses human error in data handling, significantly reducing the risk of data loss. The platform employs machine learning and artificial intelligence to identify when emails are mistakenly sent to unintended recipients, alerting the sender in real time to allow corrections. It features tools such as CheckRecipient Guardian and CheckRecipient RuleBuilder, which enhance organizational control over email communications. Tessian’s technology is designed to analyze email networks and prevent the transmission of sensitive information to the wrong individuals, thereby safeguarding against threats like data exfiltration, business email compromise, and phishing attacks. The company serves various sectors, including legal services, healthcare, investment management, and technology. Founded in 2013 and headquartered in London, Tessian also has an office in San Francisco and is supported by prominent investors.

Octane

Series D in 2021
Octane is a financing platform focused on facilitating lifestyle purchases, such as powersports vehicles, RVs, and outdoor power equipment. The company aims to enhance the buying experience by integrating advanced technology and innovative risk strategies. Octane provides value at every stage of the customer journey, from inspiring enthusiasts through its editorial brands to offering a suite of e-commerce tools that enable instant online prequalification for financing. Additionally, it connects customers with partner dealerships for a streamlined closing process and delivers exceptional support throughout the loan servicing phase. Operating as a remote-first organization, Octane collaborates with over 35 original equipment manufacturers and 4,000 dealer partners across the United States, making significant strides in the industry and earning recognition as one of America's fastest-growing private companies.

Car IQ

Series B in 2021
Car IQ Inc. is a San Francisco-based company that specializes in a cloud-based vehicle management platform and payment gateway tailored for auto dealer groups, car sharing services, and autonomous drivers. Founded in 2016, the company has developed an automotive-grade payment solution that allows vehicles to initiate payments directly to merchants without the need for credit cards. By leveraging telematics and vehicle data, Car IQ's platform provides detailed insights into fleet operations, enabling clients to monitor transactions and prevent fraud effectively. The platform integrates seamlessly with existing technologies, consolidates all transactions into a single ledger, and facilitates management of spending, customer service, and inventory.

Quassar Capital

Venture Round in 2021
Quassar Capital is a firm with a broad presence in the US, founded in 2012, which manages $23.6 billion in assets. Our people have extensive experience in various fields such as applied mathematics, statistical methods, financial markets, as well as advanced programming with a quantitative approach, which has allowed a sustained growth in recent years always betting on the most innovative technology and which is reflected in the excellent results towards our investors. Delivering high-quality returns requires unwavering focus, continuous adaptation to dynamic conditions, and the active pursuit of market opportunities. To achieve this, we invest significantly in technology and infrastructure and bring together diverse perspectives and approaches. Quassar Capital, L.P. a Cabrera Capital Markets, LLC company.

Daylight

Seed Round in 2021
Daylight is a digital banking platform based in West Hollywood, California, specifically designed for the LGBT+ community. Founded in 2020, Daylight provides a range of financial services, including prepaid cards and an app that offers tools, advice, and cashback for spending at queer bars and allied businesses. The platform aims to empower its members by helping them navigate the financial system, develop smarter financial habits, and connect with a supportive community. By focusing on the unique needs of the LGBT+ population, Daylight fosters financial literacy and encourages users to build a future that aligns with their values.

Splash Financial

Series B in 2021
Splash Financial, Inc. is a student loan refinancing company based in Cleveland, Ohio, founded in 2013. The company specializes in providing online lending solutions that assist college graduates in consolidating and refinancing both federal and private student loan debt. Splash Financial operates a unique hybrid marketplace model, enabling borrowers to shop and compare financial products offered by a network of credit unions and bank partners. Through its automated underwriting platform, the company has facilitated significant savings for individuals refinancing their student loans. Splash Financial has attracted over $60 million in venture capital from prominent investors, reflecting its commitment to empowering borrowers to manage their debt effectively.

Immuta

Series D in 2021
Immuta, Inc. develops a data security platform that helps organizations manage data security, privacy, and access control. The platform offers automated data governance features, including sensitive data discovery, classification, and the ability to author security and access control policies without coding. It enables self-service access to data while providing visibility into data usage. Immuta's solution is utilized by a diverse range of sectors, including finance, healthcare, government, and manufacturing, for purposes such as cloud migration, regulatory compliance, and secure collaboration. Founded in 2015 and headquartered in Boston, Massachusetts, Immuta has established itself as a trusted partner for Fortune 500 companies and government agencies worldwide.

Styra

Series B in 2021
Styra, Inc. is a technology company based in Redwood City, California, founded in 2015. It specializes in developing a cloud-native authorization platform that enables organizations to enforce and monitor authorization policies across their applications and infrastructure. The Styra platform utilizes an Open Policy Agent to provide a comprehensive solution for managing security and compliance risks. Its features include context-based admission control, policy design and validation, policy distribution, and monitoring and auditing capabilities. By implementing authorization policy-as-code, Styra allows businesses to pre-validate policy changes, thereby mitigating risks before deployment. The platform also supports a range of environments, including multi-cloud, microservices, containers, and databases, ensuring that security policies can be defined and enforced consistently across various namespaces and clusters.

HoneyBook

Series D in 2021
HoneyBook, Inc. is a business software company based in San Francisco, California, established in 2012. It offers a clientflow management platform designed for independent business owners, particularly in the event planning sector, including wedding planners and related vendors. The HoneyBook platform simplifies the management of client interactions by integrating tools for communication, contracts, invoicing, and payments, allowing users to streamline their business processes. With over 100,000 service-based businesses in the United States and Canada utilizing the platform, HoneyBook has facilitated more than $9 billion in transactions. The company also has a presence in Tel Aviv and employs remote staff worldwide, emphasizing its commitment to enhancing the client experience and operational efficiency for entrepreneurs and freelancers.

Capitolis

Series C in 2021
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

HighRadius

Series C in 2021
HighRadius Corporation is a technology company specializing in financial supply chain management software solutions aimed at automating and optimizing receivables processes for businesses. Founded in 2006 and headquartered in Houston, Texas, with additional offices in Europe and the Asia Pacific, HighRadius provides a suite of cloud-based products that enhance efficiency in various industries, including consumer products, manufacturing, and distribution. Its offerings include automated solutions for cash application, dispute resolution, credit memo approval, and correspondence automation, all designed to streamline the order-to-cash cycle and improve financial performance. The company’s platform enables organizations to achieve touchless cash management and accurate cash forecasting while facilitating better collaboration across departments. HighRadius has formed strategic partnerships with notable entities, enhancing its market position and capabilities in the financial technology landscape.

Hopper

Series F in 2021
Hopper Inc. is a travel technology company based in Montreal, Canada, with additional offices in Cambridge, Massachusetts, New York, and Sofia, Bulgaria. Founded in 2007 by Frederic Lalonde and Joost Ouwerkerk, Hopper has developed a mobile application that leverages big data and predictive analytics to provide users with travel recommendations. The app specializes in analyzing and forecasting airfare and accommodations, enabling travelers to secure the best deals. Hopper notifies users when flight and hotel prices are anticipated to be at their lowest, allowing them to make informed decisions about their travel plans. The company's innovative platform aims to simplify the travel booking process, making it easier for users to plan and book their trips directly from their mobile devices.

Socure

Series D in 2021
Socure Inc. is a provider of digital identity verification solutions, focusing on real-time identity authentication through its Socure ID+ platform. This predictive analytics platform utilizes artificial intelligence and machine learning to authenticate identities by analyzing a multitude of online and offline data sources, including email, phone numbers, addresses, IP addresses, and social media profiles. Socure's offerings include Aida, an AI-driven bot for validating digital identities, Docv, an omnichannel document verification solution, and Sigma Synthetic Fraud, which tackles synthetic identity fraud. The company addresses the needs of various sectors, including software, consulting, and financial firms, through compliance initiatives such as customer identification programs, know your customer requirements, and anti-money laundering measures. Founded in 2012 and headquartered in New York, Socure has established partnerships with key industry players to enhance its service delivery.

Genesis Global

Series B in 2021
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.

Centrical

Series C in 2021
Centrical is a technology company that specializes in employee performance management. Its platform, Employee-Centric Success, combines real-time performance tracking, continuous feedback, microlearning, and employee engagement features, all powered by AI and gamification. This creates a personalized, motivating work experience for employees and equips managers with interactive coaching tools. With offices in New York, Ra'anana, Israel, and London, Centrical supports businesses in fostering productive and engaged work environments.

Deepgram

Series B in 2021
Deepgram, Inc. develops artificial intelligence-based automatic speech recognition solutions, offering a platform that enables enterprises to label, train, and deploy speech recognition models. This platform allows users to convert audio data into text, facilitating the extraction of insights and automation of actions. Deepgram also provides APIs for speech-to-text, text-to-speech, and language understanding, making it suitable for a variety of applications, including medical transcription and autonomous agents. The technology supports keyword searches in transcripts by both sound and text, enhancing the usability of audio and video files for transcribing calls, meetings, and voicemails. Founded in 2015 and headquartered in San Francisco, California, Deepgram serves individual developers and Fortune 500 companies, focusing on delivering scalable and effective voice AI experiences.

InvestCloud

Private Equity Round in 2021
InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.

BlackCart

Series A in 2021
Blackcart is a Toronto-based company founded in 2017 that specializes in developing a try-before-you-buy shopping application for e-commerce. The platform allows users to select clothing items from various stores and have them shipped to their homes for trial, promoting a risk-free shopping experience akin to in-store purchasing. Utilizing proprietary artificial intelligence technology, Blackcart's system empowers merchants to enhance customer confidence and satisfaction by eliminating the need for upfront payment. This innovative approach not only facilitates a seamless shopping experience but also helps businesses increase sales by offering a convenient way for customers to try on items from their preferred brands at home.

Harness

Series C in 2021
Harness, Inc. is a technology company that develops a Continuous Delivery-as-a-Service platform aimed at simplifying the software delivery process for engineering and DevOps teams. Founded in 2015 and headquartered in San Francisco, California, the platform leverages machine learning to automate various aspects of code deployment, including test prioritization, cloud cost management, and continuous verification. Key features of Harness's platform include a pipeline builder, workflow wizard, automated rollback capabilities, secrets management, audit trails, and real-time delivery analytics. By streamlining these processes, Harness enables organizations to accelerate their cloud initiatives and enhance their adoption of modern containerization and orchestration technologies.

Altro (fka Perch)

Seed Round in 2020
Altro, formerly known as Perch, is a company based in Los Angeles, California, that focuses on helping individuals enhance their credit scores by leveraging recurring expenses. Founded in 2019, Altro provides a platform that allows users to link everyday payments and subscriptions, such as bills and monthly services, to their credit history. By recognizing these often-overlooked payments, the Altro app enables users to build their credit more effectively, turning regular financial commitments into a tool for improving their creditworthiness. The service is offered for free, aiming to empower users to maximize their financial potential through better credit management.

Factory_OS

Series B in 2020
Factory OS, Inc. designs, manufactures, and sells modular re-locatable apartment buildings and residential homes, specializing in off-site construction. Established in 2017 and headquartered in Vallejo, California, the company offers a wide range of modular solutions, including multi-family residential homes, prefabricated townhouses, modular apartments, and various commercial structures such as office buildings and retail locations. Factory OS employs an integrated and tech-enabled approach to streamline the housing development process, focusing on reducing waste, controlling energy consumption, and enhancing building efficiency. The company is committed to innovation through an active research and development program that incorporates advancements in design, technology, and construction methods.

Arcus Financial Intelligence

Venture Round in 2020
Arcus Financial Intelligence, Inc. is a New York-based company that develops and operates an application program interface (API) platform designed for banks and financial institutions. The platform focuses on managing consumer bills and financial data, offering real-time bill management and payment services. Users can gain insights into their family finances, including details about outstanding bills, amounts owed, and due dates. Additionally, Arcus provides a multi-rail payment platform that facilitates various payment methods, making payments more accessible for consumers. Founded in 2012 and originally known as Regalii Inc., the company rebranded to Arcus Financial Intelligence, Inc. in June 2018.

Ketos

Series B in 2020
Ketos, Inc., operating as Ketos7 Inc, specializes in providing innovative hardware and software solutions for water management. Founded in 2015 and based in Milpitas, California, the company offers a comprehensive water intelligence platform that integrates industrial-grade hardware with an IoT communication framework and a powerful software platform. This technology enables real-time monitoring and analysis of various water quality parameters, including pH, dissolved solids, hardness, turbidity, and salinity. By delivering actionable insights, Ketos helps clients in agricultural, industrial, and municipal sectors manage water efficiency and ensure compliance with quality standards. The company aims to address critical global water management challenges through its advanced analytics technology and reliable service model.
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