Credit Suisse

Credit Suisse, established in 1856, is a global financial services firm headquartered in Zurich, Switzerland. It operates through three primary divisions: Private Banking, Investment Banking, and Asset Management. The company provides a wide array of financial products and services, including equity and debt underwriting, mergers and acquisitions advisory, corporate sales and restructurings, and securities sales, trading, and execution. Credit Suisse serves a diverse range of clients, from corporations and governments to institutional investors, across various industries such as materials, technology, healthcare, energy, and financial services. Its global presence and integrated bank strategy enable it to cater to complex client needs and deliver innovative, integrated financial solutions.

Steven Hellman

Managing Director

Kin Mun Kwong

Vice Chairman for Southeast Asia

Philipp Wehle

CEO International Wealth Management

159 past transactions

Vicarious

Series A in 2025
Vicarious improves the supply chain system to consistently enhance the quality of coffee beans in every way.

LEDCity

Debt Financing in 2024
LEDCity specializes in the development of energy-efficient and autonomous lighting systems aimed at reducing operational costs for various industries. The company offers innovative LED lighting solutions that allow for precise control of illuminance through built-in computer technology, making it easy to tailor lighting to specific needs. LEDCity's products are particularly suitable for the renovation and refurbishment of existing buildings, as the transition to advanced lighting technology is often as simple as replacing light bulbs. By promoting efficient use of electrical energy, LEDCity facilitates a shift away from fossil fuels, ultimately supporting clients in their pursuit of sustainability and reduced energy consumption.

Andermatt Swiss Alps

Debt Financing in 2023
Andermatt Swiss Alps specializes in the development and management of tourism resorts in the Swiss Alps. The company focuses on constructing holiday homes, as well as golf and ski resorts, catering to the needs of vacationers. In addition to building these properties, Andermatt Swiss Alps offers rental services, allowing customers to enjoy the scenic alpine environment while benefiting from well-equipped accommodations and resort amenities. Through its comprehensive approach to property development and tourism, the company aims to enhance the appeal of the region as a premier holiday destination.

Xingdian Catering

Series A in 2023
Xingdian Catering offers catering services that are healthy, delicious, and convenient.

LEDCity

Debt Financing in 2023
LEDCity specializes in the development of energy-efficient and autonomous lighting systems aimed at reducing operational costs for various industries. The company offers innovative LED lighting solutions that allow for precise control of illuminance through built-in computer technology, making it easy to tailor lighting to specific needs. LEDCity's products are particularly suitable for the renovation and refurbishment of existing buildings, as the transition to advanced lighting technology is often as simple as replacing light bulbs. By promoting efficient use of electrical energy, LEDCity facilitates a shift away from fossil fuels, ultimately supporting clients in their pursuit of sustainability and reduced energy consumption.

Taurus

Series B in 2023
Taurus Group SA, established in 2018 and headquartered in Geneva, Switzerland, specializes in providing comprehensive digital asset infrastructure. It offers three key services: TAURUS TRADE, an online exchange for trading digital assets; TAURUS INVEST, which provides asset management and advisory services for digital assets; and TAURUS PROTECT, a secure vault service for digital asset storage. Taurus caters to a wide range of financial institutions, including banks and broker-dealers, and is supervised by Switzerland's financial regulator, FINMA.

Sunbit

Debt Financing in 2022
Sunbit, Inc., incorporated in 2015 and based in Los Angeles, California, specializes in financing services that allow consumers to split purchases into manageable payments. The company develops a pay-over-time platform that utilizes artificial intelligence and machine learning to approve a majority of applicants, making financial services accessible to a broad audience. Sunbit offers point-of-sale lending technology applicable to various service sectors, including auto dealership service centers, optical practices, dental offices, and specialty healthcare services. Their commitment to reducing financial stress for consumers is reflected in the convenience of their services, which are also accessible through mobile applications on both major platforms. Additionally, Sunbit provides tablets, scanners, signs for stores, and informational sheets for customers to enhance their offerings in retail environments.

Wander

Debt Financing in 2022
Wander is a company that specializes in creating smart homes designed for vacations and workcations. It focuses on selecting and acquiring properties in attractive locations, which are then enhanced and managed to meet high standards. This approach allows customers to enjoy the flexibility of living and working from desirable settings, providing them with an opportunity to experience the world while maintaining their professional responsibilities. Through its curated offerings, Wander aims to facilitate seamless and enjoyable stays in well-appointed homes.

MASAN Group

Debt Financing in 2022
Masan Group Corporation is an investment holding company based in Ho Chi Minh City, Vietnam, primarily engaged in the manufacture, retail, and distribution of food and beverage products. Its operations are organized into several segments, including Masan Consumer Holdings, Masan MEATLife, and Masan Resources. The company offers a diverse range of products such as sauces, seasonings, instant noodles, processed meats, and beverages, marketed under well-known brands like Chin-su, Vinacafé, and Omachi. Masan Group also operates a retail chain that includes approximately 132 supermarkets and 2,900 mini-marts. In addition to its food and beverage business, the company is involved in producing animal protein and exploring mineral resources, particularly in the Nui Phao polymetallic project. Established in 2004, Masan Group aims to capitalize on Vietnam's consumption trends and resource potential, positioning itself as a leader in both sectors while striving to provide value to shareholders.

Agora Data

Debt Financing in 2022
Agora Data is a company that specializes in developing an analytics platform designed to assist auto dealers and finance companies in enhancing their financial performance and market competitiveness. By providing a comprehensive suite of auto finance products and tools, Agora enables these businesses to access critical funding options and data analytics resources. This allows clients to optimize their portfolio performance and effectively navigate the complexities of the automotive finance landscape. The company's goal is to empower any car dealer to operate as a finance entity by offering technology, capital, strategic guidance, and insights into predictable loan performance.

Wayflyer

Debt Financing in 2022
Wayflyer is a Dublin-based revenue-based financing platform specifically designed for e-commerce brands. The company offers fast and affordable funding solutions to facilitate business growth while simplifying the financing process. In addition to funding, Wayflyer provides an analytics platform that leverages a daily underwriting engine to assess marketing performance. This enables e-commerce businesses to receive detailed insights and recommendations aimed at optimizing their campaign budgets and enhancing overall performance. By combining financial support with actionable marketing analytics, Wayflyer aims to empower e-commerce brands to achieve sustainable growth.

Adani Realty

Debt Financing in 2022
Adani Group, one of India's largest business houses, is a $ 10 billion (2015), 10,400 employees, diversified conglomerate with interest in ports, real estate, special economic zone, power generation, oil & gas exploration & distribution, edible oil, coal mining & trading. Their business help people work, shop, cook, read and go about improving their daily lives.Adani Realty, the youngest arm of the Adani Group, is developing about 69 million sq. ft. of real estate space including residential, commercial and social club across Ahmedabad, Mumbai, Gurgaon, Kochi & Mundra. With the honour of an award in Luxury Residential Project (Water Lily) as well as Affordable Housing Project (Aangan) at CNBC Awaaz Real Estate Awards 2015 for Ahmedabad city, They are committed to crafting more award winning projects in future.

Swiss Medical Network

Debt Financing in 2022
Swiss Medical Network is a prominent medical group that specializes in providing hospital care and treatment to both Swiss and international patients. The organization is recognized for its high-quality services and superior hospital facilities, fostering a welcoming and patient-friendly atmosphere. Swiss Medical Network offers a comprehensive range of clinical services, including orthopedics, radiology, oncology, general and visceral surgery, neurology, cardiology, neurosurgery, otorhinolaryngology, as well as general and internal medicine. Through its commitment to excellence in healthcare, Swiss Medical Network aims to meet the diverse medical needs of its patients in a supportive environment.

CIMC Vehicles Group

Venture Round in 2022
CIMC Vehicles (Group) Co., Ltd. specializes in the manufacture and sale of semi-trailers and truck bodies designed for specialty vehicles. The company offers a diverse range of products, including container chassis, flatbed, curtain-side, van, refrigerated, and tank trailers, as well as dump beds and mixers for various types of trucks. Operating across China, North America, Europe, and other regions, CIMC Vehicles has established a significant presence in the market, with most of its operations centered in China. The company also develops and sells special vehicles, mechanical products, and metal structure parts, while engaging in logistics equipment leasing and after-sales services. CIMC Vehicles markets its products under multiple brand names, including CIMC, Vanguard, SDC, and LAG, catering to both domestic and international markets. Founded in 1996 and headquartered in Shenzhen, China, the company was formerly known as Shenzhen Tianda Heavy Industries Ltd. before rebranding in 2005. It is a subsidiary of China International Marine Containers (Group) Co., Ltd.

Octaura

Seed Round in 2022
Octaura is an electronic trading solution created by the industry – for the industry. Backed by eight major US financial institutions, Octaura has reimagined the way the syndicated loan and the CLO markets trade. Efficiency, transparency and simplicity are at the heart of what we do.

McAfee

Debt Financing in 2022
McAfee is a cybersecurity company founded in 1987 in Santa Clara, California. It specializes in providing comprehensive security solutions that cater to consumers, businesses, and government entities. McAfee's offerings include advanced antivirus and antimalware software, network security, and cloud security solutions that protect against a wide range of online threats such as viruses, malware, phishing, and identity theft. The company's technology leverages McAfee Global Threat Intelligence to proactively defend users from emerging security threats. Additionally, McAfee provides a centralized management system known as the McAfee ePolicy Orchestrator, which simplifies the oversight of security infrastructures across various environments. For individual consumers, McAfee offers products like McAfee Total Protection and McAfee LiveSafe that secure personal devices, including mobile phones, tablets, and computers. With a focus on education and support, McAfee also delivers professional services to help clients effectively implement and manage their security solutions.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway Inc. is a financial technology firm that specializes in modernizing the equity capital markets. Based in Chicago, Illinois, with additional locations in New York and Seattle, CMG offers a platform that provides real-time information and analytics to investors, underwriters, and issuers. Founded in 2015 and officially launched in 2017 by a team of experienced professionals, the platform enhances transparency and workflow efficiencies in capital raising activities. It enables users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions while facilitating collaboration between stakeholders. Currently, CMG's platform is utilized by over 100 buy-side firms and 10 investment banks, supporting a substantial amount of assets under management.

FINN

Debt Financing in 2021
FINN is a company that specializes in monthly car subscriptions, providing a sustainable alternative to traditional car ownership. By offering all-inclusive, readily available subscriptions, FINN aims to simplify mobility for individuals who enjoy driving but seek to avoid the hassles, long-term commitments, and hidden costs associated with owning a vehicle. The company's platform caters to those who do not own a car, making it easier for customers to access reliable transportation while promoting sustainable mobility practices.

TradeBridge

Debt Financing in 2021
TradeBridge, founded in 2013 and headquartered in London, United Kingdom, is a lender with a robust international presence, operating offices in the UK, France, Singapore, and China. The company specializes in providing a variety of financial solutions, including invoice finance, trade finance, pharmacy finance, and supply chain finance. TradeBridge primarily serves the e-commerce and healthcare sectors, offering tailored working capital solutions that cater to the needs of entrepreneurial and growing businesses. By collaborating with a diverse range of businesses, funders, and partners, TradeBridge aims to deliver innovative financial products such as revenue-based finance and payables finance, enabling its clients to thrive in a rapidly changing marketplace.

Kafene

Debt Financing in 2021
Kafene is a mission-driven startup focused on providing flexible ownership solutions for consumers, particularly those who may face challenges with traditional credit options. The company offers a technology platform that allows customers to access flexible payment options for a variety of products, including furniture, appliances, electronics, musical instruments, and jewelry. By employing advanced AI and machine learning technologies, Kafene's platform facilitates near-instantaneous underwriting and payment approvals, catering to consumers across the full credit spectrum. A key feature of Kafene's service is the ability for customers to return items without obligation or residual debt if they can no longer make payments, thereby shielding them from the pitfalls of conventional debt products. The company's app-based point-of-sale virtual wallets enhance the user experience, making it easier for consumers to manage their purchases.

TP24

Series B in 2021
TP24 is a financial technology company based in Zurich, Switzerland, that specializes in providing business loans to small and medium-sized enterprises (SMEs). Founded in 2016, the company focuses on lending solutions that utilize receivables as collateral, enabling SMEs to access the financing they need for growth and operations. TP24 operates across Europe and the Asia-Pacific region, offering innovative financial services tailored to the needs of businesses in these markets.

LendingUSA

Debt Financing in 2021
LendingUSA LLC, established in 2015 and headquartered in Sherman Oaks, California, specializes in consumer financing services. The company focuses on providing financing solutions for merchants and their customers within specific industries such as elective medical, dental, pet care, tax, funeral services, among others. Through its proprietary Point-of-Sale (POS) platform, LendingUSA offers swift loan pre-approvals using advanced underwriting and fraud detection techniques, aiming to enhance the point-of-need consumer financing experience. The company collaborates closely with its merchant partners, equipping them with tools and training to optimize customer financing approvals and foster business growth.

Lighter Capital

Debt Financing in 2021
Lighter Capital is a fintech company based in Seattle, Washington, that offers a unique fundraising solution for early-stage technology companies. Founded in 2010, it specializes in providing non-dilutive growth capital, allowing founders to access up to $2 million quickly and efficiently. Lighter Capital employs a transparent, data-driven approach to financing, streamlining the process compared to traditional funding methods. The firm serves a diverse range of sectors, including software, media, human capital services, food products, and commercial banking, focusing on helping growth-oriented businesses secure the financial resources they need to expand.

FIA Tech

Series A in 2021
FIA Tech operates an online platform that enhances operational efficiency through integrated, cloud-based systems. Its platform offers compliance and reference data solutions, connecting exchanges, brokers, clearers, and clients for end-to-end management of brokerage relationships, payments, settlements, and reconciliations. This enables market participants to reduce risk and mitigate operational costs while meeting regulatory challenges effectively.

Nuvei

Post in 2021
Nuvei Corporation, established in 2003, is a global payment technology solutions provider headquartered in Montreal, Canada. It offers a cloud-based Native Commerce Platform that enables businesses to accept payments across various channels, including mobile, online, unattended, and in-store. Nuvei serves clients in North America, Europe, the Asia Pacific, and Latin America through a network of direct sales, agents, resellers, and partners. Its comprehensive suite of services includes payment acceptance, card issuing, banking, risk management, and fraud management, empowering businesses to optimize payment processes and increase acceptance rates both locally and globally.

HomeLight

Debt Financing in 2021
HomeLight, Inc. is a real estate platform based in San Francisco, California, that connects homebuyers and sellers with real estate agents using data and agent reviews. Founded in 2011, the company offers a suite of innovative products designed to simplify the real estate transaction process. These products enable clients to make all-cash offers, purchase new homes before selling their current properties, and navigate a modern closing process. HomeLight's platform aims to enhance the overall experience for homebuyers and sellers by providing certainty and efficiency throughout their real estate journey.

Nautilus Solar Energy

Debt Financing in 2021
Nautilus Solar Energy is a rapidly growing solar development company founded in 2006 as a spin-off of Nautilus Energy, LLC. Based in Summit, New Jersey, the company specializes in the development and installation of solar power systems for commercial, industrial, non-profit, and utility customers. Nautilus Solar aims to provide clean, renewable energy while reducing energy costs for its clients. The company has an extensive portfolio of projects that are either operational, under construction, or in development across the Northeast, Southwest, and Western United States. Nautilus Solar is committed to creating a sustainable energy future by ensuring that its solar power systems remain reliable and effective, even in adverse weather conditions.

Planted Foods

Series A in 2021
Planted Foods AG is a Swiss company founded in 2019, specializing in the development of plant-based meat alternatives. The company produces products such as planted chicken and BBQ planted chicken, utilizing a formulation that includes pea protein, pea fiber, sunflower oil, and water to replicate the taste, texture, and mouthfeel of traditional animal meat. Planted Foods employs advanced technology to transform these natural ingredients into nutritious, high-protein meat substitutes that appeal to consumers seeking plant-based options. In addition to its product offerings, the company operates an e-commerce platform to facilitate direct sales to customers. Headquartered in Zürich, Switzerland, Planted Foods is committed to providing delicious and sustainable meat alternatives.

Swixx Biopharma

Debt Financing in 2021
Swixx Biopharma is a specialized company that provides comprehensive representation for biopharma, over-the-counter (OTC), and medical device firms in Central and Eastern Europe (CEE). Founded in 2014 and based in Baar, Switzerland, Swixx Biopharma operates fully-owned affiliates across various CEE countries, including Albania, Bulgaria, Poland, and Romania, among others. The company aims to fill the gap left by multinational corporations that choose not to enter or exit specific markets or therapeutic areas. With a focus on rare diseases, oncology-hematology, specialty treatments, and self-medication, Swixx Biopharma leverages its research expertise to deliver effective health solutions tailored to the needs of the region.

Zeta Global Holdings

Debt Financing in 2021
Zeta Global Holdings is a data and analytics company that offers a comprehensive cloud-based marketing platform designed to help brands acquire, grow, and retain customers. Established in 2007 by David A. Steinberg and John Sculley, Zeta employs advanced analytics, machine learning, and extensive consumer intelligence to support enterprises across various industries, including financial services, telecommunications, and retail. Its flagship product, the Zeta Marketing Platform (ZMP), leverages identity data to analyze vast amounts of structured and unstructured data, enabling businesses to predict consumer intent and optimize marketing efforts. Headquartered in New York City, Zeta has over 1,000 employees and maintains Centers of Excellence in key locations such as Silicon Valley, Boston, London, and Hyderabad, alongside numerous other global offices. The company competes with major players in the marketing technology space, including Oracle, IBM, Salesforce, and Adobe.

Koalafi

Debt Financing in 2021
Koalafi is a consumer financing company that provides lease-to-own payment solutions, enabling merchants to offer flexible pay-over-time plans to their customers regardless of their credit history. Founded in 2014, Koalafi operates a nationwide platform that facilitates point-of-sale financing across various sectors, including furniture, mattresses, appliances, tires, and HVAC systems. The company partners with over 15,000 retailers, both online and in-store, helping them enhance sales while allowing consumers to make purchases with affordable regular payments. Through its advanced technology and analytics, Koalafi aims to create positive experiences for both merchants and consumers, empowering more individuals to make necessary purchases without delay.

DSD Renewables

Debt Financing in 2021
DSD Renewables is a renewable energy solutions company that develops, constructs and operates renewable energy projects. DSD Renewables has capabilities that encompass development, structured financing, project acquisition, and long-term asset ownership. Through these multifaceted strengths, DSD expedites the implementation of renewable energy resources, generating substantial value for its commercial, industrial, and municipal customers and partners.

SOPHiA GENETICS

Series F in 2020
SOPHiA GENETICS is a healthcare technology company specializing in data-driven medicine. It offers the SOPHiA DDM™ Platform, a cloud-based SaaS solution that analyzes complex multimodal datasets from various diagnostic modalities to generate insights. With over 780 global clients, including hospitals, laboratories, and biopharma institutions across three continents, the company aims to make data-driven medicine the standard of care in healthcare and life sciences research.

Feather

Debt Financing in 2020
Feather is a furniture and home decor rental service that aims to provide affordable and sustainable solutions for urban dwellers. The company’s online platform allows customers to furnish their homes with high-quality items, including tables, chairs, sofas, dressers, beds, and television stands, without significant financial investment or time commitment. Feather offers a flexible membership model, enabling users to add, swap, buy, or return furniture as their needs and tastes evolve. The company prioritizes sustainability by promoting a circular approach that minimizes furniture waste, keeping items in use and out of landfills. Additionally, Feather provides free delivery and assembly within a week, ensuring a convenient and hassle-free experience for its customers.

Modalmais

Corporate Round in 2020
Modalmais is a financial services company that provides a range of offerings aimed at both retail and institutional clients. The company specializes in broking services, trading in currencies and commodities, as well as managing mutual funds and bonds. Additionally, it operates as an investment bank, focusing on structuring and coordinating significant operations within the national market. Modalmais offers advisory services to companies during critical strategic decision-making processes, including mergers and acquisitions, fundraising, and public offerings, thereby facilitating investment opportunities and enhancing financial outcomes for its clients.

CasaOne

Debt Financing in 2020
CasaOne is an online furniture store that provides a wide range of quality furniture, decor, and home goods to both businesses and homeowners. The company offers a user-friendly platform where customers can easily place orders for various types of furniture, which are then delivered directly to their doorsteps. In addition to sales, CasaOne also offers rental options for its furniture in the San Francisco Bay Area, Los Angeles, New York, and surrounding regions. With a focus on contemporary design, CasaOne aims to meet the diverse needs of its residential and commercial customers, ensuring convenience and accessibility in furnishing their spaces. Free shipping is available across the continental United States.

Toni Digital

Seed Round in 2020
TONI Digital is a provider of digital insurance services that aims to simplify the insurance experience by re-organizing the traditional value chain. The company focuses on creating lean, simple, and automated processes that benefit end customers, partners, and internal systems alike. By breaking down the conventional insurance framework, TONI Digital achieves significant scale effects and cost advantages. Founded specifically for B2B operations, the company does not have a background as a direct insurer and operates without legacy constraints. TONI Digital manages the entire insurance business for its clients, encompassing product management and customer interactions, allowing them to maintain their brand while streamlining operations.

Culligan International

Debt Financing in 2020
Culligan International, established in 1936, is a global leader in water treatment solutions. The company offers a wide range of services, including water testing, system repair, delivery, and maintenance, along with a diverse product portfolio comprising water softeners, filters, water coolers, and bottled water. Culligan caters to residential, commercial, and industrial clients, providing solutions from simple filtration systems to complex industrial water treatments. With a commitment to delivering better water, Culligan operates worldwide, serving customers through mail, phone, and physical addresses.

iCapital Network

Venture Round in 2020
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Covalto

Debt Financing in 2020
Covalto, formerly known as Credijusto, is a financial technology company based in Mexico City that specializes in providing comprehensive financial solutions for small and medium-sized enterprises (SMEs). Founded in 2015, Covalto has developed a robust technology infrastructure that utilizes digital tax, e-invoice, and financial data to streamline the underwriting and servicing of SMEs. The company offers a multi-product credit platform, banking services, and a suite of business analytics tools, all designed to facilitate accessible and transparent credit for business growth. In 2021, Covalto distinguished itself as the first fintech in Mexico to acquire a regulated bank, further enhancing its digital banking and service offerings for SMEs.

Wanda Sports Group

Post in 2020
Wanda Sports Group Company Limited operates as a global sports events, media, and marketing platform, headquartered in Beijing, China. Founded in 2018, the company is structured into three main segments: Spectator Sports, Digital, Production, Sports Solutions (DPSS), and Mass Participation. The Spectator Sports segment focuses on monetizing rights acquired from event owners through media distribution, sponsorship, and marketing, while also providing operational and production services. The DPSS segment specializes in a range of services, including digital media solutions, marketing, event operations, and brand development. Meanwhile, the Mass Participation segment organizes and monetizes various sports events such as triathlons, running, and cycling, leveraging a portfolio of brands and intellectual property. Through its extensive capabilities and long-term relationships within the sports ecosystem, Wanda Sports Group aims to enhance the experiences of athletes and fans alike, creating value for a diverse array of stakeholders.

FundsDLT

Series A in 2020
FundsDLT is a Luxembourg-based company founded in 2016 that develops a blockchain-based platform tailored for the investment fund industry. The platform facilitates a cooperative ecosystem among asset managers, distributors, and asset servicers, enabling real-time data exchange and the automation of various fund administration and order-routing tasks. By leveraging blockchain technology, FundsDLT aims to streamline operations, reduce costs, and enhance transparency within the investment fund distribution chain. The company offers Transfer Agency services for issuing investment funds and provides order routing services, making the distribution process more efficient, cost-effective, and timely. Since its launch in 2020, FundsDLT has garnered support from prominent industry players, positioning itself as a transformative force in wealth and asset management.

Deserve

Debt Financing in 2020
Deserve, Inc. is a financial services company based in Menlo Park, California, that specializes in providing credit cards and financial products to international students in the United States. Founded in 2012 and formerly known as Tremus, Inc., the company utilizes machine learning and alternative data to assess creditworthiness, allowing individuals without a traditional credit history to access fair credit products. Deserve employs various predictive attributes, including education, major, cost of education, source of initial funding, and future employability, to determine a student's ability to repay. The company operates a mobile-first credit card platform built on cloud-native and API-enabled architecture, enabling partnerships with financial institutions, fintechs, lenders, and merchant co-brands to deliver personalized experiences for cardholders.

NorthPoint Solutions

Acquisition in 2020
NorthPoint Solutions offers an Investment Management suite which includes an Order Management System (OMS), Portfolio Management, and more.

Sunnova Energy

Post in 2020
Sunnova Energy International Inc., established in 2012 and headquartered in Houston, Texas, specializes in providing residential solar and energy storage services across the United States. The company offers comprehensive services including operations and maintenance, monitoring, repairs, replacements, equipment upgrades, and on-site power optimization. With a customer base of approximately 80,000 and a generation capacity of around 572 megawatts, Sunnova serves customers through a network of local installation partners, ensuring affordable and reliable energy solutions.

Brex

Debt Financing in 2019
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.

UpLift

Debt Financing in 2019
UpLift, Inc. is a fintech company based in Menlo Park, California, founded in 2011. The company specializes in digital lending solutions for the travel industry, offering buy now, pay later services that allow consumers to finance their travel bookings through flexible payment plans. UpLift partners with over 100 leading travel brands to provide personalized payment options, enabling customers to budget more effectively while enhancing their travel experiences. By facilitating payments in monthly installments, UpLift aims to make travel more accessible and affordable, thereby increasing conversion rates and customer loyalty for its merchant partners.

BIM Lands

Debt Financing in 2019
BIM Lands Real Estate Company, a member of BIM Group, is one of the top 10 largest real estate companies.

Scratch

Debt Financing in 2019
Scratch is a financial technology company that specializes in providing payment processing, patient financing, and communication tools tailored for veterinary and medical practices. With its platform utilized by approximately half of all U.S. veterinary clinics, Scratch facilitates seamless interactions and transactions between practices and their clients, both in-person and remotely. The company's patient financing solution offers quick access to guaranteed payment options, allowing patients and pet owners to secure funding for medical care within 60 seconds. Additionally, Scratch's payment processing tools are designed to integrate with leading practice management systems, enhancing the checkout experience for both patients and practices.

L&P Cosmetic

Funding Round in 2019
L&P Cosmetic primarily engages in the development of cosmeceutical products. It is a professional cosmetics company that combines cosmetic and pharmaceutical. L&P Cosmetic aims to solve consumer skin problems and improve skin conditions, and continuously strengthening the efficacy and customer satisfaction of products in order to help consumers realize their beauty goals.

ZeroDown

Debt Financing in 2019
ZeroDown is a real estate startup established in 2018 that aims to provide an affordable solution for homeownership. The company offers an innovative alternative to traditional rent-or-own options, allowing individuals to enjoy the benefits of owning a home while retaining the flexibility associated with renting. Its platform features a comprehensive home search website and delivers various real estate services, including brokerage, mortgage origination, and rent-to-own arrangements. This approach enables users to determine the appropriate financing for their home purchases, thereby freeing up capital for additional investments. Founded by Abhijeet Dwivedi, Hari Viswanathan, and Laks Srini, who previously held key positions at Zenefits, ZeroDown leverages their expertise to enhance the home-buying experience.

Vivint Solar

Post in 2019
Vivint Solar, based in Lehi, Utah, specializes in providing residential solar energy solutions in the United States. The company designs, installs, and maintains solar energy systems for homeowners, offering flexible financing options including power purchase agreements and leases. Vivint Solar also provides solar plus storage systems with LG Chem home batteries and electric vehicle chargers with ChargePoint Home. As of 2019, the company had an aggregate capacity of 1,294.0 megawatts, serving approximately 188,300 homes.

SON KIM LAND

Private Equity Round in 2019
SonKim Land is an investment and development company based in Ho Chi Minh City, Vietnam, founded in 1993. It specializes in luxury real estate, focusing on three main sectors: residential, hospitality, and office spaces. The company is committed to creating a collaborative environment that fosters integrity, leadership, and teamwork among its employees. By recruiting skilled individuals and supporting their continuous development, SonKim Land aims to empower its workforce to achieve company goals and meet client needs effectively. Through its comprehensive real estate development services, the company caters to the demands of the luxury market, ensuring high-quality products and services tailored to its customers.

Apollo Hospitals

Post in 2019
Apollo Hospitals is a leading provider of private healthcare in India and the first corporate hospital in the country. Initially established as a 150-bed facility, it has expanded to operate 9,200 beds across 64 hospitals, becoming the foremost integrated healthcare provider in Asia. The organization's services span primary, secondary, and tertiary care, with specialized hospitals addressing complex medical fields such as cardiology, oncology, neuroscience, orthopedics, radiology, and gastroenterology. In addition to hospital services, Apollo Hospitals offers a comprehensive range of healthcare solutions, including primary care and diagnostics clinics, telemedicine units, consulting, health insurance, education and training, and research. The Apollo Group has significantly impacted the healthcare landscape, having served over 45 million patients from 121 countries.

ZoEasy

Grant in 2019
ZoEasy is the first platform in the MENA region dedicated to educating and connecting blue-collar job seekers with dignified employment opportunities through ethical hiring practices. The company leverages innovative technology to analyze candidates' skills and experience, facilitating matches with suitable roles across various fields, including nursing, housekeeping, and office services. By focusing on sustainable job creation at fair wages, ZoEasy aims to reduce inequalities in the labor market while promoting transparency and convenience for both job seekers and employers. The platform's strategic partnerships with public and private sectors further enhance its commitment to modernizing the hiring process and improving employment outcomes for blue-collar workers.

VistaJet

Debt Financing in 2019
VistaJet is a leading provider of private aviation services, distinguished as the first and only global private aviation company. It offers a range of solutions, including its subscription-based Program and On-Demand services, allowing clients to access a fleet of silver and red business jets. This fleet enables VistaJet to serve corporations, governments, and private clients by facilitating travel to nearly every country worldwide. The subscription model allows customers to pay solely for the hours they fly, relieving them of the burdens and risks associated with owning an aircraft. Through its innovative approach, VistaJet has positioned itself as a key player in the private aviation market.

Canadian Solar

Post in 2019
Canadian Solar Inc. is a leading solar power company based in Guelph, Canada, that specializes in the design, development, manufacture, and sale of a comprehensive range of solar energy products. These include solar ingots, wafers, cells, modules, and complete solar system kits designed for various applications. The company operates primarily through two segments: Module and System Solutions (MSS), which focuses on manufacturing and selling solar products along with engineering and operational services, and Energy, which is dedicated to the development and management of solar power projects and the sale of electricity. Canadian Solar serves a diverse customer base, including distributors, project developers, and installers, and has a strong global presence, with operations in multiple regions including North America, South America, Europe, and Asia. Founded in 2001, the company has made significant contributions to the renewable energy sector by expanding solar power infrastructure worldwide.

Pagantis

Series B in 2019
Pagantis is a company that specializes in providing online consumer credit services through its proprietary platform. The business leverages expertise in data science, technology, regulatory compliance, and finance to offer consumers the ability to pay for goods and services in monthly installments via a fully automated, paperless process. This point-of-sale consumer finance platform, known as Paga+Tarde in Spain, is designed to facilitate e-commerce transactions by providing merchants with an easy onboarding process to integrate consumer credit options into their sales processes. The platform includes advanced features such as fraud detection, ID verification, and credit scoring to ensure secure and convenient credit transactions for both clients in the finance industry and consumers.

IOU Financial

Debt Financing in 2019
IOU Financial Inc., headquartered in Montreal, Canada, operates an internet-based commercial lending business across North America through its subsidiary IOU Central Inc. Founded in 1977, the company specializes in providing capital to small businesses, including medical and dental practices, grocery and retail stores, salons, gas stations, auto repair shops, restaurants, trade contractors, manufacturing companies, restaurant and hotel franchisees, and e-commerce companies. IOU Financial originates and sells commercial loans receivable to third-party purchasers and services these loans on a non-recourse basis for a servicing fee. The company has extensive experience in small business lending, having funded over $200 million in loans, and operates with the flexibility to support various growth opportunities for its clients.

Fotokite

Series B in 2019
Fotokite is a company focused on enhancing the capabilities of first responders through its innovative aerial robotics technology. The company has developed a patented system that can be installed on fire trucks and public safety vehicles, allowing firefighters to deploy a drone with the push of a button upon arriving at an incident scene. This drone, capable of reaching heights of up to 45 meters, provides real-time thermal and standard video feeds, enabling teams to quickly assess and visualize the situation without diverting additional personnel for piloting. The Fotokite system operates autonomously, utilizing a tether for power and data transmission, offering over 24 hours of flight time. Users can launch the drone via a tablet, adjusting altitude and camera angle as needed, while the aerial footage can be live-streamed to other responders on-site or back at the fire station. This functionality enhances situational awareness and facilitates more informed resource deployment during emergency events.

TP24

Series A in 2019
TP24 is a financial technology company based in Zurich, Switzerland, that specializes in providing business loans to small and medium-sized enterprises (SMEs). Founded in 2016, the company focuses on lending solutions that utilize receivables as collateral, enabling SMEs to access the financing they need for growth and operations. TP24 operates across Europe and the Asia-Pacific region, offering innovative financial services tailored to the needs of businesses in these markets.

Golden Energy and Resources (Gear)

Post in 2018
Golden Energy and Resources Limited ("GEAR") is a Singapore-listed (SGX:AUE) Asia Pacific energy and resources corporation. Energy coal exploration, mining, processing, and marketing are all part of the company's coal mining concession regions. Exploration, mining, processing, and sale of metallurgical coal from its coal mining concession regions are all part of the Metallurgical coal business. Forestry, investment holding firm, and management services are all part of the Non-coal Business category.

Nexxiot

Series B in 2018
Nexxiot is a company focused on the digitalization of equipment and infrastructure, aiming to help clients achieve their growth and sustainability objectives. Its Asset Intelligence technology converts railcars and shipping containers into connected devices, enabling the automation of processes and the optimization of operations. This technology facilitates safer, easier, and cleaner transportation of passengers and freight within the global logistics network. Based in Zurich, Nexxiot operates across Europe and the United States, supported by a diverse team drawn from 28 different countries. The company's offerings include sensor-based tracking products and a logistics management platform that provides features such as time monitoring, predictive actions, fleet usage management, route design, and freight security, allowing clients to track and monitor their products efficiently and securely.

Access Fintech

Series A in 2018
Access Fintech Limited is a fintech company that specializes in providing risk management services to banks and buy-side firms within the global financial services industry. Established in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company has developed a platform that aggregates data from various internal systems, vendors, and outsourcers. This technology enables users to visualize the entire trade lifecycle and prioritize risks effectively. By offering a unified portal, Access Fintech allows financial institutions to analyze exceptions, understand associated risks, and adjust their priorities according to market conditions. The platform facilitates collaboration among teams by enabling the sharing of business exceptions and tracking usage patterns, while also connecting firms with fintech providers for software trials. Overall, Access Fintech enhances transparency and control within financial institutions, streamlining their operational models and improving risk management processes.

Prive Technologies

Series A in 2018
Privé Technologies is a prominent player in the fintech and wealth management sectors, offering innovative solutions that facilitate the digitization of financial institutions. Founded in 2011 and headquartered in Hong Kong, the company operates additional offices in Singapore, Malaysia, Thailand, and Taiwan, as well as in Germany and Austria. Privé provides a comprehensive suite of products that addresses all aspects of asset and wealth management, enabling financial institutions to operate more efficiently and reduce costs. Through its Privé Managers platform, the firm integrates wealth management, product creation, wealth planning, and client relationship management, creating a cohesive ecosystem for clients, advisors, and investment managers. With a client base of 75 financial institutions worldwide, including some of the largest banks, Privé Technologies is dedicated to driving revenue growth for its partners.

Judo Bank

Debt Financing in 2018
Judo Bank is an Australian financial institution dedicated to serving small and medium-sized enterprises (SMEs). Recognizing the significance of SMEs in the Australian economy, Judo offers a range of lending products, including business loans, equipment finance, lines of credit, and home loans, specifically designed to meet the unique needs of these businesses. The bank prioritizes relationship-based banking, enabling customers to engage directly with empowered decision-makers who evaluate applications based on individual merits rather than rigid processes. This personalized approach fosters strong relationships, allowing Judo to tailor financial solutions that align with each client's specific circumstances. With a focus on integrity and practical banking, Judo aims to provide the support that many SMEs have traditionally lacked, leveraging both experience in high-level banking and the agility of a more specialized institution.

iCapital Network

Venture Round in 2018
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

LendingUSA

Debt Financing in 2018
LendingUSA LLC, established in 2015 and headquartered in Sherman Oaks, California, specializes in consumer financing services. The company focuses on providing financing solutions for merchants and their customers within specific industries such as elective medical, dental, pet care, tax, funeral services, among others. Through its proprietary Point-of-Sale (POS) platform, LendingUSA offers swift loan pre-approvals using advanced underwriting and fraud detection techniques, aiming to enhance the point-of-need consumer financing experience. The company collaborates closely with its merchant partners, equipping them with tools and training to optimize customer financing approvals and foster business growth.

Equippo.com

Venture Round in 2018
Equippo is a commercial equipment company that specializes in buying and selling used construction equipment through its online marketplace. Founded in 2014 and headquartered in Zug, Switzerland, the company connects manufacturers, dealers, leasing companies, and other trusted sellers with buyers worldwide, including regions such as South America, Russia, and Poland. Equippo's platform simplifies the process by offering services such as machine inspection, payment management, shipping, trucking, and customs clearance. A notable feature of its service is the Equippo final price calculation engine, which incorporates tariffs, transport, and logistics specific to the buyer's region, making international transactions more straightforward. With a team that can communicate in over nine languages, Equippo aims to facilitate transparent trading in the heavy equipment sector.

Flexiti

Debt Financing in 2018
Flexiti Financial Inc. is a Canadian fintech company that specializes in providing sales financing solutions to businesses and consumers. Founded in 2013 and headquartered in Toronto, with an additional office in Rosario, Argentina, Flexiti offers point-of-sale financing options that feature lower interest rates, longer payment terms, and revolving credit. Utilizing a mobile application and patented ID scanning technology, the company streamlines the financing process for customers, allowing for quick approvals and flexible payment options. Its services are designed to support partners in various sectors, including retail, health, and home improvement, enabling them to enhance sales and growth while helping consumers access the products and services they desire more affordably and conveniently.

Judo Bank

Series A in 2018
Judo Bank is an Australian financial institution dedicated to serving small and medium-sized enterprises (SMEs). Recognizing the significance of SMEs in the Australian economy, Judo offers a range of lending products, including business loans, equipment finance, lines of credit, and home loans, specifically designed to meet the unique needs of these businesses. The bank prioritizes relationship-based banking, enabling customers to engage directly with empowered decision-makers who evaluate applications based on individual merits rather than rigid processes. This personalized approach fosters strong relationships, allowing Judo to tailor financial solutions that align with each client's specific circumstances. With a focus on integrity and practical banking, Judo aims to provide the support that many SMEs have traditionally lacked, leveraging both experience in high-level banking and the agility of a more specialized institution.

OnDeck

Debt Financing in 2018
OnDeck is a technology-enabled financial platform founded in 2006 and headquartered in New York City. The company specializes in providing loan financing to small and medium-sized businesses, addressing the challenges they face in accessing capital. OnDeck employs proprietary software to analyze operational data from businesses, utilizing algorithms to determine loan eligibility based on actual performance rather than just personal credit scores. This innovative approach allows OnDeck to deliver a range of financing options, including short-term and unsecured loans, thereby enabling small businesses to secure the funds they need quickly and effectively. By focusing on performance-based assessments, OnDeck fills a critical gap in the market, offering credit solutions that traditional banks may not provide.

OnDeck

Post in 2018
OnDeck is a technology-enabled financial platform founded in 2006 and headquartered in New York City. The company specializes in providing loan financing to small and medium-sized businesses, addressing the challenges they face in accessing capital. OnDeck employs proprietary software to analyze operational data from businesses, utilizing algorithms to determine loan eligibility based on actual performance rather than just personal credit scores. This innovative approach allows OnDeck to deliver a range of financing options, including short-term and unsecured loans, thereby enabling small businesses to secure the funds they need quickly and effectively. By focusing on performance-based assessments, OnDeck fills a critical gap in the market, offering credit solutions that traditional banks may not provide.

Sailogy

Debt Financing in 2018
Sailogy, established in 2012, is a Swiss-based company operating an online yacht charter booking platform. It offers a wide range of boats, including sailing boats, catamarans, power boats, and luxury yachts, available for rent in destinations across Europe, the Caribbean, Indian Ocean, Asia, Australia, and North America. The platform allows users to browse boats, choose their preferred vessel, make real-time reservations, and pay a deposit. With over 22,000 boats in 800 destinations, Sailogy has become the leading European charter agency, serving over 100,000 clients from 84 countries.

Bluevine

Debt Financing in 2018
Bluevine is a financial technology company dedicated to improving the financial landscape for small business owners through tailored banking solutions. Established in 2013, Bluevine has rapidly expanded its customer base to over 400,000 across all 50 states and has facilitated more than $13 billion in financing. The company specializes in working capital management, offering products such as business lines of credit and invoice factoring. Through these services, Bluevine provides immediate access to capital, enabling businesses to manage payroll, purchase supplies, and invest in growth. With a strong commitment to innovation, security, and customer care, Bluevine aims to empower small businesses to focus on their core operations and future expansion.

Bank of Ireland

Post in 2018
Bank of Ireland Group plc, established in 1783, is a leading Irish financial institution offering a comprehensive range of banking and financial services. It operates through four segments: Retail Ireland, Wealth and Insurance, Retail UK, and Corporate and Treasury. The company serves both individual customers and businesses, providing products such as current accounts, loans (personal and business), insurance, pensions, investments, and treasury services. Bank of Ireland Group has a extensive network of branches and self-serve devices in the Republic of Ireland, along with digital banking solutions for customer convenience.

Rokid Technology

Series B in 2018
Rokid Technology, established in 2014, is a California-based company specializing in artificial intelligence and robotics. It develops and manufactures smart devices, including AI-powered smart speakers and augmented reality (AR) smart glasses. Rokid's products, such as the Rokid Glass, incorporate advanced AI capabilities like facial recognition, language translation, and voice control, providing users with an interactive experience by overlaying digital information onto the physical world. The company's offerings cater to both consumer and industrial markets, aiming to enhance human-computer interaction through superior industrial design and user experience.

Canopy

Venture Round in 2017
Canopy Pte. Ltd. is a financial technology company that specializes in data aggregation, visualization, analytics, and reporting solutions for wealth management professionals and high net-worth individuals. Founded in 2013 and headquartered in Singapore, with additional offices in Zug, Switzerland, Canopy offers an online platform that consolidates financial data from various sources, including electronic PDFs, into a standardized and structured format. Its services include investment portfolio visualization, customized analytics tools, and comprehensive reporting solutions that provide a complete overview of a client’s wealth. This platform enables financial institutions and wealth managers to securely monitor and manage their clients' investments, enhancing decision-making and client relationships.

Kabbage

Debt Financing in 2017
Kabbage, Inc. is a financial technology company that provides small businesses with automated access to funding through its online lending platform. Founded in 2008 and headquartered in Atlanta, Georgia, Kabbage simplifies the loan application process, allowing businesses to apply online and receive approval in minutes. The platform leverages various data sources, including revenue, accounting, and business transactions, to assess a company's financial health and determine appropriate credit lines, which can reach up to $250,000. Kabbage also offers a mobile application that enables users to manage their accounts and withdraw funds conveniently. In addition, the Kabbage Card allows businesses to make purchases directly from their credit lines at point-of-sale locations. Over the years, Kabbage has expanded its services to support both online and brick-and-mortar businesses and has gained recognition for its innovation in the lending industry.

WeLab Holdings

Series B in 2017
WeLab Holdings Limited operates online and mobile lending platforms in Hong Kong and China. Founded in 2013, the company offers personal loan, balance transfer, and handset installment plan products through its platforms Wolaidai (China) and WeLend (Hong Kong). It leverages proprietary risk management technology to analyze unstructured mobile big data swiftly, enabling innovative consumer financing solutions. Additionally, WeLab partners with traditional financial institutions to provide B2B enterprise solutions, enhancing their services with fintech capabilities.

Aquam

Private Equity Round in 2017
Aquam Corp is a leading cleantech company specializing in infrastructure support, rehabilitation, and diagnostics solutions. It is recognized for offering comprehensive services for both internal and external infrastructure across various global markets. With decades of experience, Aquam has collaborated with prestigious companies to address issues related to infrastructure systems and fluid distribution. The company develops advanced technologies for pressurized pipe coating and diagnostics, focusing on protecting public health and the environment. Its services include pipe diagnostics, condition assessment, analytics, remote water metering, and data management, aimed at helping operators of water and natural gas infrastructures tackle challenges such as leakage, contamination, and structural integrity.

Dividend Finance

Debt Financing in 2017
Dividend Finance is a national provider of renewable energy and energy efficiency financing solutions designed for homeowners and commercial property owners. Established in 2014, the company initially revolutionized the residential solar financing sector with its EmpowerLoan product, focusing on funding solar installations. Dividend Finance has since broadened its offerings, which now include a variety of financing options for home improvements and commercial PACE financing, aimed at enhancing energy efficiency. The company operates an innovative online lending platform that connects homeowners, contractors, and financial investors, simplifying the process of securing financing and managing energy-related projects. By facilitating access to sustainable energy solutions, Dividend Finance promotes the adoption of energy-efficient lifestyles.

iCapital Network

Series B in 2017
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Herbalife Nutrition

Post in 2017
Herbalife Nutrition Ltd. is a global nutrition company headquartered in Los Angeles, California, that specializes in providing a wide range of health and wellness products. Founded in 1980, the company operates in over 90 countries and territories, offering solutions in weight management, targeted nutrition, energy, sports, fitness, and outer nutrition. Its product portfolio includes meal replacements, protein shakes, dietary supplements, energy drinks, and personal care items such as skin and hair care products. Herbalife's products are marketed through a network of more than two million independent consultants and sales representatives, as well as retail stores. The company is committed to promoting a healthy lifestyle and supporting social responsibility initiatives, including programs that provide nutrition to children in need. Through its diverse offerings, Herbalife aims to help consumers achieve their wellness goals while fostering a culture of health and fitness globally.

BDO Unibank

Post in 2017
BDO Unibank, Inc. is a full-service universal bank based in the Philippines, offering a comprehensive range of banking products and services. Its offerings include deposit accounts, personal and corporate loans, and various insurance products. The bank also provides remittance services, investment banking, and cash management solutions. With a strong emphasis on customer service, BDO Unibank supports clients through private, online, mobile, and phone banking options. Its extensive network consists of numerous branches and automated teller machines across the country. Founded in 1967 and headquartered in Makati City, BDO Unibank serves both individual and institutional clients, making it a significant player in the Philippine banking sector. The bank is a member of the SM Group, further enhancing its market presence and service capabilities.

OnDeck

Post in 2016
OnDeck is a technology-enabled financial platform founded in 2006 and headquartered in New York City. The company specializes in providing loan financing to small and medium-sized businesses, addressing the challenges they face in accessing capital. OnDeck employs proprietary software to analyze operational data from businesses, utilizing algorithms to determine loan eligibility based on actual performance rather than just personal credit scores. This innovative approach allows OnDeck to deliver a range of financing options, including short-term and unsecured loans, thereby enabling small businesses to secure the funds they need quickly and effectively. By focusing on performance-based assessments, OnDeck fills a critical gap in the market, offering credit solutions that traditional banks may not provide.

Hero FinCorp

Venture Round in 2016
Hero FinCorp Limited is a non-banking financial company based in New Delhi, India, that specializes in providing a diverse range of financing solutions. The company offers retail loans, including two-wheeler and used car loans, alongside various corporate lending options such as loans against property, unsecured business loans, medical equipment financing, and working capital loans. Additionally, Hero FinCorp provides supply chain finance, emergency credit lines, and other related financial services tailored to meet the needs of both individual consumers and small to medium enterprises. Established in 1991 and formerly known as Hero Honda Finlease Limited, the company rebranded in 2011 to reflect its broader financial services offerings.

Applause

Series F in 2016
Applause is a company that specializes in crowd-sourced digital quality testing, helping brands to enhance their digital experiences for customers. Founded in 2007 and based in Framingham, Massachusetts, Applause offers a comprehensive suite of testing and feedback capabilities, leveraging a network of over 300,000 on-demand testers worldwide. This innovative approach addresses the challenges of traditional quality assurance methods, such as offshoring, and significantly improves testing coverage while accelerating time-to-market for various digital platforms, including websites, mobile applications, and connected devices. Leading companies, including Ford, Fox, Google, and Dow Jones, utilize Applause's services to ensure their digital offerings are of the highest quality, ultimately fostering user satisfaction and engagement.

Iamgold

Post in 2016
Iamgold is a mid-tier gold mining company with operations across three continents, including four operating gold mines and various development and exploration projects. Its geographic segments include the Essakane mine in Burkina Faso and the Doyon division, which encompasses the Westwood mine in Canada. Additionally, Iamgold is advancing the Cote Gold project and engages in exploration and evaluation activities. The company primarily generates its revenue from its operations in Burkina Faso. Iamgold emphasizes a commitment to health and safety, environmental stewardship, and collaboration with local communities, aiming to uphold the highest standards in these areas.

Vingroup

Post in 2016
Vingroup is a prominent Vietnam-based conglomerate primarily focused on real estate and diversified business activities. The company develops, trades, and sells residential properties, including apartments and villas, while also leasing commercial spaces such as offices and retail areas. Vingroup's operations extend to hospitality and entertainment, managing hotels, resorts, amusement parks, and various leisure facilities. Additionally, the company offers healthcare and educational services, operates shopping malls, convenience stores, and supermarkets, and engages in retailing a wide range of products, including electronics and fashion items. Vingroup is also involved in manufacturing automotive vehicles and mobile phones, as well as providing logistical, technical consultancy, and construction services. Founded by Pham Nhat Vuong in 1993, Vingroup has grown to become a leading player in multiple sectors, with its headquarters located in Hanoi, Vietnam.

SolarCity

Post in 2016
SolarCity is a solar energy system provider based in San Mateo, California, dedicated to delivering reliable clean energy solutions for homes and businesses. The company specializes in the development and sale of solar panels and solar roof tiles, offering comprehensive services that include system design, financing, and installation. In 2016, SolarCity was acquired by Tesla, which subsequently transformed its business model by moving operations to a fully online platform and integrating its offerings with Tesla's electric vehicles and battery systems. This strategic shift has enabled SolarCity to enhance its presence in the renewable energy sector, reaching a broader customer base and promoting sustainable energy usage.

Domo

Series D in 2016
Domo, Inc. is a technology company based in American Fork, Utah, that operates a cloud-based platform designed to connect various data, systems, and personnel within organizations. Founded in 2010, Domo's platform enables users, from executives to frontline employees, to access real-time data and insights, facilitating business management through mobile devices. The company offers a subscription-based service that includes a Programmatic Revenue Solution, which integrates complex data from advertising servers and sell-side platforms into user-friendly dashboards. Domo generates revenue primarily through subscriptions to its platform and professional services, allowing organizations to enhance decision-making and operational efficiency.

Xerox

Post in 2016
Xerox is a global technology company specializing in document management and printing solutions. It offers a wide range of products and services, including printing systems, digital presses, multifunction devices, and related software. Xerox also provides consulting, outsourcing, and managed print services to businesses, helping them optimize their document workflows and IT infrastructure. The company operates primarily in the U.S. (60% of revenue) and internationally (40%).

Koverse

Series A in 2016
Koverse, Inc. is a Seattle-based company that specializes in big data solutions for organizations worldwide. Founded in 2012, Koverse offers a demand-driven platform designed to run advanced analytics across various data sources, enabling users to derive actionable insights from their data. The platform streamlines the integration of diverse data sets, eliminates data silos, and provides built-in analytical infrastructure, allowing for both real-time and historical data analysis. Koverse’s technology supports IT professionals, analysts, data scientists, and developers by facilitating rapid application development without the need for extensive data preparation. The company is known for its universal indexing engine, which helps clients quickly realize the value of their data. Koverse has a small team of around 20 employees and has achieved profitability since securing a modest round of funding three years ago.

LabVantage Solutions

Debt Financing in 2016
LabVantage Solutions, Inc. is a provider of laboratory informatics solutions based in Somerset, New Jersey. The company specializes in a web-based laboratory information management system (LIMS) that facilitates sample lifecycle management, laboratory execution optimization, data retrieval, and instrument interfacing, while ensuring security and compliance. LabVantage's offerings encompass a range of solutions including biobanking, quality control, pharmaceutical LIMS, molecular diagnostics, and research and development, alongside services such as implementation, training, and validation. The company's products are utilized across various industries, including academic research, chemical manufacturing, food and beverage, healthcare, material testing, and biotechnology. LabVantage has a global presence with offices throughout the Americas, Europe, Asia, the Middle East, and Africa, and is recognized for its ability to adapt its systems to meet evolving business needs. The company was originally established in 1981 and has undergone several name changes, most notably rebranding from Laboratory Microsystems Inc. to LabVantage Solutions in 1997.

UCAR Technology

Series B in 2015
UCAR Technology, established in 2015 and headquartered in Tianjin, China, is a prominent provider of chauffeured car services. The company operates an on-demand car-hailing platform that connects customers with local licensed drivers through their smartphones. UCAR combines mobile internet technology, big data, and a fleet of quality rental vehicles to ensure safe and standardized transportation. The company's services include both chauffeured car options and vehicle rentals, with a focus on driver qualifications and vehicle conditions. UCAR employs advanced technologies to monitor driver behavior, ensuring privacy protection and efficient response to accidents, thereby enhancing the overall customer experience.

Prodigy Finance

Debt Financing in 2015
Prodigy Finance Limited is an online platform headquartered in London, United Kingdom, that facilitates education loans for international postgraduate and MBA students. Established in 2006, the company connects student borrowers with a community of lenders, including alumni, institutional investors, and qualified private investors. Prodigy Finance specifically targets students pursuing master's degrees across 18 countries, aiming to enhance access to higher education for those who may lack traditional financing options. In addition to its loan services, the company offers a mobile app that allows users to manage and access their loan information conveniently. Through its community funding model, Prodigy Finance addresses the financial barriers that students face, making it easier for them to pursue their academic aspirations at premium business schools.

iCapital Network

Series B in 2015
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Prosper Marketplace

Series D in 2015
Prosper Marketplace Inc. is a peer-to-peer online credit marketplace based in San Francisco, California, founded in 2005. The company facilitates connections between individuals seeking consumer loans and those willing to invest in these loans, including both individuals and institutions. Prosper’s platform offers a range of fixed-rate, amortizing, and unsecured personal loans, all characterized by transparency, low fees, and no prepayment penalties. By utilizing a data-driven underwriting model, Prosper enables borrowers to access affordable loans while providing investors with the opportunity to earn competitive returns. The marketplace aims to create financial benefits for both borrowers and investors in a straightforward and efficient manner.
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